pradaxa is progress. if you have afib not caused by a heart valve problem, ask your doctor if you can reduce your risk of stroke with pradaxa. >> 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 is 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 want to make money. my job is not just to entertain you, but to educate you. call me at 1-800-743-cnbc. a not so hot day. averages drifted lower. dow sinking two points. didn't rally much. s&p giving up 0.3%. with a lot of great cyclical stocks rolling over, i am saying you need to stay both patient and constructive. all last year the market conditioned us to ignore good news and be afraid of

everything, like a whipped dog because just about everything could send stocks lower. an errant banker in europe, say something discouraging. down 200 points in a heartbeat. we know actually that the tone of this market has changed dramatically since 2012 began, but there's also a huge emotional component to investing. even though we have an honest to goodness bull market, it's one that's taking a breather right now under some key levels. most people i believe and i talk to are still too pessimistic since 2011's action trained us to be pathologically skeptical and get days like today, and i hear people say sell everything. there was a time to sell everything, and we know that. it's not now. that's why i'm urging you to be more credulous. use this to climb to get in, not out. with that in mind, what's the game plan for next week? got a lot of stocks, some big news here. on monday morning we get arcos. this is the big mcdonald's

franchises in latin america. mcdonald's has been stalled for a long time, but i think it's just biding time, it's regrouping. i think it's going to be ready to lift off soon. i don't want to own arco, too expensive, but if they tell a good story, mcdonald's could be ready for its next move higher, and i'm thinking about the derivative play here. also on monday conoco phillips, w.o. -- c.o.p., they hold their investor update. i got to tell you, it's going to be a huge, huge meeting because conoco is going to split into two companies. i think you can continue to do so, but you look obviously if oil goes down below 100 or something, which would be odd. but you'll see the stock sell off. i own this for my charitable trust. you heard me talking about it this weekend on the bulletin, but the main thing i would say about conoco phillips is it has a big catalyst ahead of it. tuesday dick's sporting goods comes before the opening. dick's is the tell for this whole industry. now you know we already like under armour and nike. foot locker which we listened to

this morning confirmed that the merchandise those two companies is selling is blowing out the doors. i bet we'll like them even more after dick's report. once again, just like arcos, i'm going to be listening for derivative playoff of dick's. we'll also hear from vail resorts. this is going to be a consumer test. you do not need to take a trip to vail. it's the old discretionary run. this week we heard from a host of retailers telling us they aren't getting hurt by gasoline. yet. i'll be listening to this vail conference call to find out if we've reached that tipping point, again, not to buy or sell vail but to learn about the consumer. wednesday, we've got liquor company brown foreman in the morning. the current bull market and all things liquor has been one of the great ragers that we've seen. really amazing. and the renaissance of jack daniels, one of brown foreman's signature brands is simply breathtaking, aided no doubt by the elevation of jack to listerine. if not colgate and crest by standards.

i think the whole group will get a bump after the report. i like to stick with my faves. here watch for beam to come in on these days and maybe buy some of that or diageo, which is wow. maybe one of the best stocks worldwide. just a fantastic company. that's my friend johnnie walker black and his other partners that i also like. i like the red -- i'm partial to gold and nothing matter with the green and i like blue too. i like that whole family. very good blood lines. ciena reports on wednesday. we still get one more crummy quarter from an optico teleco. it has no momentum. the major telco companies are stalling and delaying their big capital outlays. could ciena give us the turn we've been waiting for? keep your hands in your pockets. in addition to earnings honeywell is holding its investor conference call. you believe it will reiterate its targets and give you a rebirth in commercial construction. and that's what we need to hear. that is what could propel this stock. through the $60 retaining wall. if we keep drifting down in today's fashion for the first couple of days, listen up. you might want to buy some honeywell going into the meeting. thursday we hear from one of --

this is one of these ones that i just -- i can't get it off my radar screen. i like it so much. it's called ulta salons. we've talked about it. u-l-t-a. this fast grower has been a total home run. we got behind it in october. it's up 29.8% since then. this beauty retailer has been putting up new stores left and right. you know we like growth. while still managing to deliver double-digit, same-store sales for six straight quarters. the stores are doing better year after year. last time they reported the stock soared 15%. i think there's another good quarter lurking. after the close thursday there's heckman. let's get philosophic here because i read jim cramer twitter. a lot of people mad at me about heck -- okay, people have given up on the wastewater processing plant that's heavily involved in drug for oil and gas. they act as if it's finished because of the plummeting price of natural gas and the sierra club deciding that we're not going to have fracking in this country. oh, the president. a lot of synergy there. i think the country is going to adjust, helped along by the missile crisis in iran and that

petroleum and hydraulic fracking is here to say. i'm about trying to find big money makers that have made fortunes for the shareholders and betting with them and not being shaken out by the institutes of the daily market action. ceo dick heckman is one of them. it's going to be a long slog. this is due to the daily market action. dick heckman is one of those people, the ceo. if you need immediate gratification, go somewhere else. it's going to be a long slog, but the southwest company will be vital for our nation's drive to be energy self-sufficient. those that are mad because the stock is going lower, i say get a grip, do some work, or get out. finally, this friday the most important day of the week, because friday is labor day. the day the friday employment report comes out. people are going to be on hold all week until we get this number. because it is very crucial. i got to tell you that from now on each of those numbers is literally what the election is going to turn on. get a strong jobs number friday, and obama will shoot up in the polls. a weak one fuels the gop. i think it will be strong. i think this economy is still gaining strength. even though a lot of cycle

stocks are rolling over today, that means -- i think it can be strong even with higher oil. but the market will not probably recover from its new-found funk until we see a strong number on friday. i think we'll be pleasantly surprised. i think we'll know the economy is going in the right direction. here's the bottom line, remember, not only does good news happen in this market but when we get it, stocks do tend to rally. enough with what i now have found over the last 48 hours to be a morbid level of pessimism that's come right back into fashion, keep that in mind next week, and remember that nothing matters more than the employment report on friday, which i expect will be a positive even as the down trend that we now surrender to continues for much of next week's trading. let's go to john paul in michigan. john paul. >> caller: boo-yah jim. >> boo-yah, john paul, j.p. >> caller: with at&t's announcement of no more unlimited service, did that make sprint a more valuable stock or -- >> no. no.

you know, the way -- wow, this is something i learned when i was at my old hedge fund. some would come in and say, you know, i was once trained by a classic guy, and i would say exactly what you say. jeez, take all this good stuff. at&t is doing all these good things. should we play with sprint? he would say the way to play at&t is with at&t. that's what i would do. that's my charitable trust and to me it's finally breaking out. to cindy in arizona. cindy. >> caller: jim, hey, boo-yah from bull head city, arizona. >> well, it's good to have you on the show. what's going on out there? >> caller: hey. i was just wondering, can you tell me what you think about zinga now that they're launching their own website? i've been in from the beginning, and i'm wondering, do you think i made the right move now looking for the long-term? >> you know, you obviously made the right move because you're up on the stock and that's what determines it. now, i don't like the gaming stocks. i was taken by surprise by how

strong zinga has been this week. a lot of people were betting against the company. that was clearly wrong. i don't want you to be greedy. these stocks that don't have these great earnings profiles that shoot up, you've got to be thinking at all times. let's go to jesse in north carolina. jesse. >> caller: boo-yah, cramer. >> boo-yah, tar heel or wolf pack or whatever, you know -- >> caller: obama's new energy plan and the based fuels, what do you think about bym and what price do you see it going to in the next six months? >> no, no, no, no. way too speculative. just not there one bit. i think it's a mistake to trade it, mistake to play it. i think that if you want alternative energy, you should be thinking nat gas. don't go any deeper than that because the others are just not economic. pessimism is back. where is my toothbrush? i want to brush it with a bottle -- brush my teeth with a bottle of jack here. pessimism is back. boy, that was quick, wasn't it? just right here. watch for the good news because it still will matter. we should have a pretty funky week, but by friday i think we

get a decent jobs number and maybe people will come to their bullish senses again. "mad money" will be right back. ♪ >> retail rivalry. the bulls and bears are battling it out over this highly doubted retail name. is it time to dress up your portfolio with it, or is it a fashion don't? cramer decides next. >> and later -- >> here's your current location. >> in an age of smartphones and tablets, logic would say that a company that sells personal navigation devices would be extinct, so what the heck is this stock doing up 40% in the past year? don't miss a brand-new edition of -- ♪ jim cramer's what the heck stocks ♪ >> what the heck? >> all coming up on "mad money." miss out on some "mad money" get your "mad money" text alert to.

get cramer right on your phone. for more visit madmoney.cnbc.com or give us a call at 1-800-74 c 1-800-743-cnbc. so, how was school today ?

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even in a great neighborhood, there are some houses you just don't want to buy if only because it's too heard every hard to get a handle on what the property really might be worth. right now we got a red hot smoking bull market in handbags and accessories. it's a fabulous neighborhood, like the stock equivalent of beverly hills. rodeo drive, and it's full of fantastic homes that have made people lots of money. think about the home of michael kors. hit a new high today. think about the home of coach. less than a point off its 52-week high. think about the fossil apartment. up 60% since the beginning of the year. even though the accessories business is fire, there are some names in this base -- let's just say they could be hazardous to your wealth, stocks that cannot be owned because they're too hard to understand.

stocks like vera bradley. vra for you, home gamers. a small cap speculative maker of women's handbags and as accessories that rob in tennessee asked me to opine on. vera is not a luxury play like michael kors or coach. their average product sells for $30, not $300. it has a compelling growth story. it buildings out new stores like a small base, like kors, and it's expanding from the east coast to the rest of the country, making vera the regional and national retail wholesale business that would normally make me salivate. plus, unlike the other accessory plays, this one is about 14 points off its high. it's not living on that new high list. it means that you might think, hey, a lot of room to play catch-up. so then why am i telling you i'm unsure that i don't want to you play? because vera bradley is an absolute classic -- you google it, you see it -- example of what i call a battleground

stock, and in battlegrounds, people get killed. in fact, this has got to be one of the hardest fought battlegrounds i have ever seen. buying this stock is like volunteering to slog through the trenches in some horrific world war i style slaughter. neither a path to profit, nor glory. that's right. vera bradley, the maker of some of the cutest, most colorful bags and wristlets you've ever seen is the stock equivalent of verdun. if you prefer an american reference, let's call it one of the bloodiest fights of the civil war. landscaped turned red. shiloh. how could vera possibly be that dangerous in a market where retailers worry? it's the shareholder base. you look at the analyst coverage. eight buys, three holds, not a single sell in this one, and you got to figure there's a substantial cohort of bulls out there since vera has rallied over 18% this year.

yet on the other hand, vera bradley is one of the most heavily short ed short sold bet against stocks i have ever seen in my whole career. it has a 19 million share float and 10.9 million shares of those -- of the float have been sold short. 10.9. in other words, more than half of the people in this stock are betting it will go south. 57% to be exact. it's true that the shortage has been declining of late. that's still a could loss sol amount of short sellers. now, vera reports the week after next, march 149, and that creates a combustible situation that i frankly don't want any part of. see, as i get older, i wouldn't be saying that ten years ago even i wouldn't be doing this piece if i were doing it like that. but as i get older, i recognize that some things have become unoable to me and along with what is the sound of one hand clapping, one of these questions is how does a stock react to the quarter when half

of its float is sold short? what happens if vera does great? what happens if it disappoints? you can't know what will happen. we do know that it's totally binary, and it depends on the mechanics of shorting and the amount of pain the shorts can take. that's what will determine where vera's stock goes, and those are things that i can't analyze. i'm neither a shrink nor a mind reader. i just play one on tv. i can't predict the way all the short sellers will react, but that's the only thing that will actually matter here. in other words, when you get this kind of battleground, it's not about the fundies anymore. it's about the shorts versus the longs. it would be different if i were super confident that the shorts are just dead wrong. see, that would be different. i would say, listen, we got an interesting combustible situation here. if i thought vera bradley was a best of breed with flawless execution, as i think about lou frankfurther at coach, i would urge you to buy it and i'd say the heck with all the short sellers. in fact, if i really believed in the story, then the huge cohort of short sellers would be a reason to buy and not sell or stay away because that could be a huge demand. they can create a level demand and the brokers might insist that the shorts cover

their position or buy the stocks back. i think the brokers have lent out more shares to be sold than they should have, so more they can find to fill the orders if real buyers come in because the quarter is good. that's how you get short squeezes which are extremely difficult to gain even as they're highly procfitable for the longs when they occur. this one is not that clear cut. i'm not going to come out here and recommend a stock just because i think we can bash the shorts here. i don't play that game. we can't just say i love their stuff or hate it. that's in the eye of the beholder. i'm the last person on earth who should be appraising the quality of women's accessories. i will say in my more -- how do you put this -- preparatory oriented friends, so to speak, they'd kill for this stuff. remember cramer rule number one. there's no accounting for taste. we may not be able to do fashion comparisons, but you know what, we can look at the financial comparisons to see how vera stacks up against its peers. it excels when it comes to store growth. it's building out the consumer business which including their 48 retail stores and 8 outlet stores. the plan to add 14 to 20 new locations, 29% store growth, that is even faster than michael kors, which is expanding its footprint at a 27% annual clip.

vera has also been able to raise prices and starting to expand internationally with new pop-up stores in japan, however, vera falls short on same-store sales, which is my favorite metric, going forward the company is looking at same stores sales growth in the mid single digits. hmm. that's much lower than michael kors. they forecast growth in the low teens and coach, high single digits. vera introduces three or four new styles every quarter. so the company has to move its inventory much more quickly than its competitors. if they can't sell the old stuff fast enough, then they have to discount it in a major way. something that was a problem where they had to fire sale a big chunk of inventory to j.j. max just to -- take this, take this. >> wow! >> this is what the shorts -- sorry, preppies. this is what the shorts are worried about. the channel is still stuffed with that inventory. given these issues and the fact that vera sells for 22 times earnings with a 22% growth rate, cheaper than kors on a growth basis, but about the same as coach, i just don't think it's worth the risk. here's the bottom line.

why buy a hotly contested battleground like vera bradley when you can buy the far less risky coach for roughly the same price? i think you need to stay away from this one. if only because vera is so heavily shorted that the fundamentals are practically irrelevant. this is one of those smaller stocks you can't analyze because its actions determine almost solely by how the short sellers act on the quarter. they could panic and cover. they could double up on the down side. they could lay all over it or they could eviscerate the whole thing with brutal selling even if the quarter is decent. there are literally thousands of stocks that are easier to get your head around. stick with them. you don't need to venture on the battlefield of stocks. there's plenty of easier ways to make money with a lot of quantifiable risk than sticking your head into a vera bradley handbag. stay with cramer. >> coming up -- >> here's your current location. >> in an age of smartphones and tablets, logic would say that a company that sells personal navigation devices would be

extinct, so what the heck is this stock doing up 40% in the past year? don't miss a brand new edition of -- ♪ jim cramer's what the heck stocks ♪ >> what the heck? >> all coming up on "mad money." carfirmation.

only hertz gives you a carfirmation. hey. this is challenger. i'll be waiting for you in stall 5. it confirms your reservation and the location your car is in, the moment you land. it's just another way you'll be traveling at the speed of hertz. that's going to have to be done by a certain date. you always have homework, okay? i don't have homework today. it's what's right here is what is most important to me. it's beautiful. ♪ ♪

the market can be incredibly confusing, even for the pro and a lot of times we'll see stock moves that don't seem to make sense, and that sort of thing tends to turn people off the market, right? nobody wants to invest in something if they can't get their heads around it. that's why earlier this week i rolled out a new segment here on "mad money" called -- ♪ jim cramer's what the heck stocks ♪ ♪ what the heck >> what the heck? where we take the most egregious examples of stocks that aren't behaving the way we think they should and try to explain what the heck is happening. and tonight i got another one for you. lots of people are scratching their proverbial heads and then some actual heads about the seemingly economiraculous rally in garmin, grmn, which pretty much everybody, including me, assumed was dead money.

after all, who needs to buy a navigation system from garmin when you got google maps on your iphone? i mean, think about it. it's an absurdity here. i have a woman in my trunk telling me to make a left. isn't that where the voice is coming could from? i got the virtual smoke show that is searing my eye bone that is telling me to make the same left. i say three's a crowd. ♪ >> garmin's technology is supposed to be obsolete, and its stock was supposed to be in freefall. yet instead garmin has been rallying like crazy. in the last five months this stock is up 44% moving higher practically in a straight line as garmin spent most of january and february on that hallowed new high list. that's insane, right? i mean, talk about a what the heck moment? but it's not just the -- back on february 22nd garmin shot the lights out to report a truly fabulous quarter. 31% earnings with revenues that came in much, much higher than wall street was expecting. even accounting for the very low expectations.

it was an incredibly humongous beat. ♪ hallelujah >> so what's the deal? was this quarter just a fluke? it can't be that people are actually loading up on garmin's navigation systems for their cars, can it? maybe the consumer is just really dumb and doesn't realize that if you have a smartphone, heck, you don't need a garmin, or at least that's what i thought at first. and i got to admit this one really stumped me at the beginning, so i put the question to twitter. i asked what garmin's appeal was because i just didn't get it. the response was overwhelming and instantaneous. i honestly can't recall having heard such strong and positive testimonials, none of them, you know, fixed, no one -- garmin didn't pay anybody to say this stuff. i haven't seen it in many, many years. it wasn't just about the navigation devices in cars and it turs out that a lot of people said garmin's product is far superior than anything on your phone or installed in your car, including the twitter user that says he doesn't use the mercedes factory

but gps because garmin's is better. the real story was about garmin's many other products that i didn't know about. here is a tweet from @vertigo maps that says i use a garmin gps watch while running in order to track distance, speed, and route, and then download data to computer for analysis. see, i had no idea they could do that, and i got a ton of other tweets about how garmin's gps watch is beloved by runners, by marathoners. people talked about their products for the bicycles, their boats, their airplanes, their motorcycles. they even got one for swimming. turns out the garmin of today is nothing like the garmin of even just a couple of years ago. after taking a closer look at this company, i realize that it's the bears who are the numskulls. yeah, it's the short sellers who don't have a clue, and there are a lot of shorts in this one. i think all the people who are shorting garmin, at least a good number of them, leave their betting against the company that simply makes gps systems for cars that's been outmoded by what i talked about. but as i learned from the twitter community, that is not the heart of garmin's business anymore. the company is diversified into

making gps products for outdoor fitness, marine and aviation and these things together account for half of garmin's sales this year, and more importantly, 75% of the operating profits. and within these new categories, garmin has got a ton of really hot, new products. last quarter their outdoor segment posted 35% revenue growth thanks to the company's high-end handheld gps systems for hikers, as well as their dog training service devices. dog training devices are huge. i bet you didn't know garmin was a pet play, but last year they bought a company called tritronics that's one of the leading names in electronic training systems and gps trackers for dogs. here's one. it also does a pretty darn good job tracking television hosts, or at least that's what my executive producer regina tells me. right, regina? >> yes, sure. >> does it track better clothes in your closet to wear next week

maybe? anyway, that's -- hey, i have that right. i'm a host. you get your own show, you can say things just like that. anyway, then there's a garmin fitness segment which showed 17% growth in the last quarter, and would have done even better if not for the delay of a key product launch. here garmin makes -- just a second. i'm sorry. okay. here garmin makes fancy touch screen gps watches for athletes and runners that track every element of your training from your heart rate to the amount of miles logged. it's like a personal trainer that you can strap to your wrist. oh. they've got also these products for bicyclists, including a much anticipated one coming out just this month that measures the power you're putting into each pedal. the pedal to the metal can be measured. garmin's fitness division is on fire to grow 20% to 25% this year. the marine segment, where they make gps systems for boats and ship, they also had a strong quarter, and their aviation division, which serves

business jetmakers like cessna and helicopter makers like bell, it's always been good, but it's going to have a great year. business contract wins. all this stuff represents garmin's future. it's behind the stock's recent rally. yet, so many still think of this one as being all about gps systems for cars. it's still a big part of their business. and it's definitely in decline, but that may not be as bad as people think. we've seen some stabilization from the personal navigation assistance biz, and these things still get stolen from cars all the time. you got to figure the demand for them is real. that said garmin realizes that nav systems for cars is in its past and not its future and they've turned this into a cash cow that can fund these faster growing segments and their new inventions. when you understand how garmin's diversified beyond cars, you can see why the stocks rally makes a ton of sense. if garmin's core business isn't in decline, and it's not, then what we have here is a growth stock. listen to these statistics. it's a growth stock with $12.79 of net cash per share and a

fabulous 3.4% yield. you have to figure the recent run was compounded by the ignorance of people like yours truly who didn't understand how this company has morphed into something much bigger and better than we remember. in fact, not only does the rally make sense, but i think garmin could have a lot more room to run given that when you back out all the cash in the balance sheet, it's only selling for less than 12 times next year's earnings despite having a 12% growth rate. here's the bottom line. sometimes when we don't understand a move, we have to say what the heck? the fault is not in our stocks, but in ourselves. garmin's rally only fooled people who hadn't done their homework and didn't realize the company had changed its spots. the truth is, as i have learned all too well from twitter@jim cramer, garmin deserved to go higher, and the vast majority of us on wall street were just too clueless to notice. oh, here we go. i have to do this. just bear with me. siri, don't be jealous. i'm getting a garmin.

joe in arkansas, please. joe. >> caller: hi, jim. thanks for putting me on. i want to send out a big boo-yah from arkansas. >> nice. razorback boo-yah. >> caller: absolutely. my question is about nike. do you think they'll be able to grow market share using tech with products like nike plus and their agreement with apple and also the new product roll-outs for the olympics? >> i have to tell you, i was on the nike -- on the foot locker call. i've been doing a lot of work on nike versus under armour. nike has great technology. it's not just under armour with great technology. i think it's a buy going into the olympics. stay long. let's go to gary in new york. please, gary. >> caller: forget about it boo-yah to you, jim, from brooklyn. >> from brooklyn? i was in brooklyn twice this week. i'm tweeting all over there. >> caller: my interest is in liberty media. i've had it for years. it's done well. they ended their lease with netflix. i'm curious what do you think they're going to do with all these assets now that they're not shopping them through a delivery system like netflix?

>> we're not sure, but we know that this company is a very well run company, and they've managed to be able to dominate in this space of media, and i would not be concerned. sometimes what happens, you got to take an executive who knows what he is doing, like malone, or mafay and just say, you know what, i'm going to bank with them even though right now it looks like they're making mysterious moves that jobbed. in other words, it's called the benefit of the doubt, and they've earned it. dave in west virginia. dave. >> caller: boo-yah, jim. boo-yah! call from morgantown, home of the mountaineers. >> holy cow, man. you know, that is one great sports -- what's -- a great academic town too, don't get me wrong. what a great sports town. a lot of times i watch them on tv, and i'm so jealous they're having such a good time. how can i help? >> caller: i got a question. >> sure. >> caller: i'm looking at directv. i'm trying to get a play in on what warren buffett had to say about the housing recovery. plus, i hear it's got big potential in latin america. what do you think? >> no, no. i mean, i'm not going to be -- look, i think the housing

recovery does help some stocks, but if you are going to blip better on the housing recovery, you're going to have to go with something that is far more endemic to housing. you know, maybe you go and you -- and buy a stock like whirlpool, okay, or usg. how about usg. that's a warren buffett play. it looks like business is bottoming. those are better than doing it with directv. it's a more direct way to play it. garmin made a u-turn, and i think it's finally headed in the right direction. you know, when we ask what the heck is going on and we discover all these kind of thing, we discover it's our fault garmin goes higher. 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.

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it is time -- it is time for the lightning round. >> buy, buy, buy. >> sell, sell, sell. >> and then the lightning round

is over. are you ready, skee-daddy? it is time for the lightning round. first i'm going totart with judd in ohio. judd. >> caller: yeah, ba-ba-ba-boo-yah from judd with a double d-a in beautiful chagrin falls, ohio. >> why don't i just turn the show over to you? you got the rap. i feel like a piker. what's up, judd? >> caller: yeah. i want to ask you since it was on your show a few days, maybe a week or so ago, this stock biomed, a-b, "m" as in mary, "d" as in duh, has gone down 10%. >> the group is all out of favor. here's what i have to say. this is a longer term big trade. >> buy, buy, buy! >> investment not a trade on a series of approvals that i think will be very good. i want to own the stock. did i say trade?

i said own. paul in virginia. paul. >> caller: boo-yah, jim. this is paul from fairfax, virginia. >> oh, man. nice to have you on the show. how can i help you, paul? >> caller: hey, jim, is it time to get back into citigroup? >> well, you know what, i was looking at my friend matt who does a lot of bond work with me. he says show me that there's some citigroup bonds that are now trading back to par. that's a great sign of health. i also think it's good that they're moving on. dick parson's new guys come in. i like that. i bless owning citi, but it could be down 8% or 10% on a spike in oil. let's go to ralph in new jersey. ralph. >> caller: boo-yah, jim. this is ralph from new jersey where the philadelphia eagles fly. >> man, i'm all over that. i fell down there in the district champs. always bothered me. go ahead. >> caller: ip international paper which paid great dividends. >> ip, which my charitable trust owns, they're going to be able to raise price. the template is brilliant.

that company has got it going. i think it's a strong buy even up here. ronald in california. ronald. >> caller: boo-yah, jim, from california. >> good to have you. >> caller: what do you think of boardwalk pipeline -- >> oh, jeez. of all the stocks we talked about today, that's the one that's the best. it's got a good yield. it's a very solid company. i have known it for many years. i was buying it aggressively here. let's go to louis in north carolina. louis. >> caller: boo-yah, jim. >> boo-yah. >> caller: from the home state of the tar heels and the blue devil, how are you? >> love the blue devils. i'm doing good. how are you, chief? >> caller: fantastic. i need your opinion on the management on the one or two-year lease on this company, lincoln national, lnc. >> i got the same feeling about the lincoln national that i have about the eagles right now, which is like, you know what, wait till next year. i don't like the lincoln national management. they still think that we're not good and i'm not sure that you

want to play. you want safety in insurance. go to travelers. let's go to frank in california. frank. >> caller: boo-yah, mr. jim. frank from california. thank you for the show. i'm looking at applied materials, amat, torn between -- >> no, look, look, but don't pull the trigger. why? applied materials made a solar bet. that turned out to be not so great. their regular equipment is just okay. i like the semiconductors, but that yield isn't that high. i say ixnay on that, and that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> the lightning round is sponsored by td ameritrade. >> you might know priceline from its former pitchman. they sell in part because they changed their model. they bumped off shatner faster than you can put in the indigenous mind-controlling earwig in chekhov's ear.

>> aaagh! >> by far the best in the "star trek" line. >> khan! >> remember, shatner's nickname was -- ♪ priceline negotiator >> it's what he would have wanted. >> bubbles, someone has to be blowing bubbles the whole time. it's got to be a bubble, doesn't it? true bubbles. bubblicious to the extreme. how about one of those 72-in 72-inchers back there? is all of this bubble speak merited? yeah. bubbles. ♪ >> take under armour. i am -- then again, i'm a professional athlete, so i have no choice. >> wow! >> they're introducing a new lightweight shoe that's designed to support all kinds of athletes. [ playing the theme to "the six million dollar man" ]

they invented moisture-wicking compression fit apparel. get a beaker and pour it on me. storm is your cue. >> the secret word is "storm." >> and what you want to do is you want to pour it on my head. storm. they're a line of water resistant hoodies where water literally rolls right off. i don't even feel it. it's amazing. this is -- you're fired! like in a special ops mission? you'd spot movement, gather intelligence with minimal collateral damage. but rather than neutralizing enemies in their sleep, you'd be targeting stocks to trade. well, that's what trade architect's heat maps do. they make you a trading assassin. trade architect. td ameritrade's empowering web-based trading platform. trade commission-free for 60 days, and we'll throw in up to $600 when you open an account. [ click ] it's truck month! no. it's truck month! no. it's truck month! no. it's truck month! no.

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>> time for some spring cleaning here on "mad money." you know this set needs it. on monday i got a call from bob in connecticut about bright burn energy partners, bbep. and i decided to come back to it. this is a master limited partnership, or mlp, focused on domestic oil and gas productions. it's got a juicy 9.4% yield. i like that they're investing heavily in oil, but they have some long live natural gas reserves that could be an issue given how the price of nat gas has been crushed. my view, if you're looking for income, let's not reach for it. i'd stick with the pipeline mlps that my charitable trust owns. ones like kindred morgan partners. they're a lot safer because

they sport lower yields than this one but they're far less exposed to the price of the commodity. on wednesday andy from pennsylvania wanted me to get my thoughts on cray, c-r-a-y, for you home gamers, and i want to take a look at this one. cray it's a $200 million market cap. they make the world's fastest supercomputers, and the company has a mission to use its powers for good, designing safer vehicles, discovering life-saving drugs and predicting severe weather and safeguarding national security. in an attempt to advance the frontiers of science and engineering. hey, can you say save the world? as today's valley girl investor would ask, is this cray cray? i think cray looks like an intrigue i intriguing company, like two powerful names, but to me it's incredibly risky, and the company's sales are lumpy. their average machine costs $35 million. stock is up 18%. what are you waiting for? ka-ching, ka-ching. if are you looking for a big data play, i prefer something with less risk that trades at a more reasonable valuation like efc, and back on february 22nd

steven in new york asked me about sabesp for you home gamers. this is the largest water and sewer provider in latin america which contains about 40 million people and accounts for roughly 30% of brazil's gdp. this is a nice low risk natural monopoly. juicy 7.1% yield. on the other hand, oh, we missed it. mammoth run. 38% since the beginning of the year. practically in a straight line. i like the story, but i feel like i missed it. i wouldn't do any buying until sbs gives you a better entry point with a serious pullback from these levels. all right. now let's take some mail and some mad tweets. okay. this one is from gigi. could be gold corp, but i prefer the gld to the gold corp. in your book you have a description of cyclical investing. that's the book "real money." what's your view of the market is now? i believe that we are at the beginning of a longer term comeback, which means, frankly, that you have to be a little

less defensive, a little more offensive, but because oil is up so much, people keep thinking we're going to roll over again. so the chart, what i'm saying, is not that valuable at this particular moment. so we're in decent recovery, but if oil goes up much higher, people think the recovery is going to be killed. that's not like the description i have in the book, unfortunately. now, here's a tweet from @dadgolfercook. this guy has a couple of skills that i'm not exactly strong at. anyway, he asks is ren a way for us mortals to play facebook? hey, listen, shakespeare, what fools you mortals be if you play facebook with renn. we don't recommend any chinese stocks other than bayou here. oh, another one. this one is a tweet from eric holstein, okay, like the cow. well, not really like -- if you are eric, he probably doesn't like that analogy. anyway, what are your thoughts regarding the company with too

much cash on its hands acquiring nintendo to compete with xbox and ps3? i'm willing to say that the company is apple. apple is not going to make that acquisition, and, by the way, may i point out that microsoft is doing incredibly well and yet it is still hated. as this market continues, with its new-found down trend, everyone is so bearish. microsoft under 30. that's for me. "mad money" is back. >> they say money never sleeps. neither does jim cramer. follow @jimcramer on twitter. [ female announcer ] want to spend less and retire with more? at e-trade, our free online tools

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>> i had a flashback today. a searing one right at 9:30 in the morning on the floor of the new york stock exchange when germany's ceo over the latest internet -- yelp range the opening bell. the cheer, the excitement, the adrenaline. it pulsed right through me. i felt like joining the throng, the congo line, celebrating the birth of a new billion dollar baby. my flashback knew better. my flashback recalled the hoopla of another era and how the only emotion that should be on display to matter what the latest internet geniuses had cooked up is skepticism. unadulterated skepticism. you see my flashback was of the late mark haynes, 13 years ago. at that point the host of "squawk box" telling me his guest co-host they couldn't give any free passes to the internet entrepreneurs if they were making no money for shareholders. he said that if he weren't especially tough on those execs bringing companies public

with no profits, that he wouldn't be doing his job. he wouldn't be doing right by the viewers. he could cause them to lose money, and it was his job to do his best to make sure that they didn't lose money. he knew the government wasn't going to do it. he knew the bankers weren't going to do it. he knew somebody had to do it. it might as well be him. no free passes, jim. he would say, no free passes. don't have to be miserable about it. you could even do it with a smile. just do it. so when yelp stopped and sat next to me this morning, it was time to ask the tough questions. the real buzz kill questions. the why aren't you profitable yet queries? the ones that were meant to show people that -- that were metropolitan to show people, look, don't go nuts here. you're not buying some fabulous growth company with a long track record of paying out good dividends. to tell you the truth, actually, it was a difficult thing to do. sit there four feet from a terrific guy who was having what many would consider one of the greatest days of his life and suggest that he should be cognizant of the trillions lost in a previous year that he didn't have anything to do with. but haynes taught us to do it that way. do it with a twinkle, but do it nonetheless. i don't know about yelp's

long-term prospects, and when you have been at it for a decade and you still haven't made any money, perhaps you try and you try again, perhaps you'll get it right if you think that profit is the right goal. i do know that as i said on "squawk on the street" as i tell you all the time, no after market buys, please. it's too risky given how few googles are there and how many more web bands and etoys came through the chute of yesteryear. i do wish yelp and the shareholders the best luck. they seem like great guys. i'm just glad that when given the chance i was able to check the enthusiasm and focus on what haynes told me was the right thing to do. be skeptical. do your best to help people not to lose money. no free passes. thanks, mr. haynes, for teaching us all how to do our jobs right, even if it means being a curmudgeon when everyone around you is celebrating what is for them a justifiably joyous occasion. stick with cramer.

>> i like it. you get a couple of dreary days, and everybody thinks it's completely over. things are rolling over. the market is no good. the breath is bad. all right. listen. we've had a huge run. you mind if we like take some profits? it's okay. it's what happens in real bull markets. you