people are betting that the run is over. >> all right. i'm melissa lee. thanks for watching. see you tomorrow 9:00 a.m. for "squawk on the street." 5:00 p.m. "fast money." meantime, "mad money" starts right now. special coverage of super tuesday begins tonight 8:00 with maria and john. i'm jim cramer, and welcome to my world. >> you need to get in the game! >> firms are going to go out of o 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. my job is not just to entertain you, but to educate you about tough days, so call me 1-800-743-cnbc. one really horrible session, and all of a sudden everybody starts playing pin the tail on the sell-off to explain the declines in the averages, and they were precipitous with the dow jones

plummeting 204 points. s&p nosediving 1.5%, and the nasdaq sinking 1.36%. did president obama just give israel the okay for an air strike on iran's nuclear facilities? did greece just slip back into beyond the verge of default, taking along the european markets and their ebanks with it? is gasoline going to skip over $4 and go to $6? are earnings about to collapse from a strong dollar? is china on the press pis of some super collapse. countless trading deaths today. they all played some part in the america's violent pullback which began. i got up quarter after 4:00 this morning. my daughter sent me one of those games with friends things. that was something to wake up. next thing i know is the market is down 2%, 3%.

before you second guess these reasons or ask where i was when they were happening, let me just say these negatives are new. it's not too late if you want to trim back some of your positions here. that's right. i am advocating that. we're still down less than 3% from the highs. it's not so bad. you can't always catch the exact top. last year we dropped 7% from our february heights last year. at 3% exit point for the stocks you aren't so crazy about in your portfolio because they run so much, got to sit. blessing. take it. that's it. let's take a step back and examine the reasons behind the sell-off so we can figure out how really worrisome they are before we go completely off the deep end. how long can this derail this market? first and foremost, most important is i refuse to think this is the iran-israel missile crisis. it is that. i thought, i don't know, pretty good chance we might be able to get out of this with a peaceful resolution. not unlike how we dealt with the russians in the cuban missile crisis way back in 1962. i live next to an aifl air force

base at that time. i remember the planes darkening the sky like it was yesterday. that got resolved. when i listen to president obama's speech this sunday, read the stories about obama's meeting with the prime minister of israel, watched today's press conference, i, for one, am growing skeptical as an outcome as positive as that one. frankly, i feel like we could be on the verge of something that could spiral, and if this crisis gets out of hand, it will cause our markets to get hammered. perhaps more than last year at this time. i don't even want to ponder what will happen if israel and iran if there's a real war, about the i know that even if a shooting war is avoided, the tension can take oil to the highs we saw in 2008 because no one seems to be selling this stuff very heavily. oil did drop a little today, but it remains cheap to hoard crude on the tankers you can rent for $10,000 a day. those rates could be cheaper than what it takes to rent a full loaded circle line around manhattan for heaven's sake. although you got to hang a lot of those air fresheners. it oil does spike, gasoline

could go to collars 6 a gallon. we could have gas lines at the pump like in 1979 where you can only drive on odd numbered days. i was living in my car at that time. neither this market nor this economy are set up to handle out of control gas prices or lines at the pump. is that an odds-on favorite? no, no. especially given that president obama is not a bluff artist. he made that point in "the atlantic magazine. he" his warning should scare any rationale nation's leaders into compliance, right? isn't that the question? are iran's leaders rationale, like the soviets were in 1962? we'll see, but they sure act more like martyrs than statesmen. with the averages only a handful of points from their highs, the possibility of not really a crisis, but a war is worth entertaining when we put in our investing cal cull us and see what will happen. next, will greece default? honestly, it's hard to believe this is even back on the agenda. i was upset about this. they can't get this greece thing solved? it's weighing on all the european markets that have been so strong of late as well as pressuring our financials.

chiefly the international ebanks. just like it did last year. the notion that we're once again battling this contagion is outrageous. it's pathetic. it speaks directly to how fragile everything is and how they don't have one government that knows what it's doing. i worked the phones all day, and i can't find even a soul that knows what happens. i monitored the talks about following gold and the proxy for the europe. when gold and the fxe go down, those are stinz that things are going awry because it's deflationary and people want to be in the dollar for protection. guess what direction they're looking? down. that means the european struggles throughout their bailout with greece, the betting line has suddenly shifted to the smart money saying it's going to fail. you got to wait and see now before we can get more positive. wait and see. back to that wait and see european stuff. even that concept is repulsive. sure, iran and greece are both awful, but you have to ask what does that have to do with the earnings of bristol-myers. well, it turns out that higher energy costs comed with the weak innocence the your wroe suddenly play havoc with earnings.

we've seen stocks go up because they sell at 14 times earnings, and there's very little competition for bonds. what if these earnings peak? what if the numbers are head the down from here because of higher energy costs and weak dollar? that would be the cause for merck, the big international drug company warning about about the future this morning. obviously, if earnings aren't going to be as good as we thought this late in the quarter, then we can't be as bullish as we like because stocks aren't as cheap as we thought. just a fact. we don't pay up for stocks that fail to beat earnings estimates. we just don't. that dollar has to start coming down, gasoline prices have to start coming down, change that negative chain reaction finally. yes, indeed, we have to focus on it. there is china. i don't think the prc's economy is crashing. it's moving more slowly. that would be fine, but so is india and brazil. they were doing okay. now they're facing head winds. we know the europeans are so busy trying to cut the budget deficit, no one there is even thinking about growth. that's disappointing. now, listen, if america is the only major nation on earth with accelerated economy, that's not going stand, and we, too, will only be in retreat.

i got to acknowledge that the market has changed. it seemed like they were bullish, and now we simply ponder if we need to pause in the advance. maybe a reversal, like we had last year. at least until we get some resolution on the key issues. the bottom line, sure, i wish last week i had stood here 2.5% and 3% that i foresaw that china was lowering the boom and there would be a huge increase in oil prices or that sudden plummeting of the euro as greece fell back on to the griddle. i didn't see all these negatives coalessing in 96 hours, which is what they --s but you can trim back your winners. maybe even aggress ily as i did today for my charitable trust. i took some outside gains today. i raised a lot of cash. i think you get a better lower price to buy going forward. it's worth the risk of watching the market climb. a wall of worry that right now just seems too armed and too dangerous, too electrified to scale for even the most bullish of investors, or if you want to get all analagous, it's spring

training, my friends, and i'm keeping my battle on my shoulder, we're waiting in the dugout for clearer signs that things are improving before i want to step up to the plate. let's go to jerry in new york. jerry. >> caller: boo-yah, jim. >> booa, jer. >> caller: i bought walgreens about three or four months ago when it was $35. it has gone down at that point about ten points, and the express scripts news was out, and i saw the same store sales this morning which was not comforting. >> no. >> caller: should i hold, or sell, or take valium -- >> i would not sell. i think the stock can hold in here. boy, if they were a agree to a deal, walgreens goes to $40. they seem almost suicidal, but i like their jib.

internal worry, of international syndrome. it's the iran-israel missile crisis. there could be some trouble brewing. how about we trim some winners? we've got a lot of them. we're only down about 3% from the highs. we've got some stuff to take because you don't like it as much? tomorrow that's the day. maybe we can get a little bounce to do it. "mad money" will be right back. coming up, suit up? as america gets back to work, what will they wear? cramer has a stock that can have them looking the part. and, later, on a roll? this tasty stock has been hitting new all-time highs as they continue to expand and take market share. cramer is on location where the bread is bait, where the company's founder and chairman just ahead. >> this is the overage. i'm killing you. >> plus, chart check. as the 100 year supply of the nation's cleaner fuel continues to pile up, the price of it and the stocks that drill for it continue to sink. hear a bottom, or more pressure ahead? cramer is checking the

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yo, yo. we know greece is still stinking up the joint. we're on high alert about iran and israel. we cannot overlook that the united states has slowly but surely been getting better. ♪ >> take friday. that's when the labor department released its february -- that's a good number. how do i play? we know more hire issing a good thing in general, but who benefits from it specifically other than the people being hired? well, how about cintas, ctas for

you home gamers. you don't need to concern yourself with the grecian bailout formula? it got 900,000 customers, including mcdonald's, w hotels, royal care bean, numerous brake and muffler shops, among many others. why do i like cinas so much? what do companies need when they hire more workers? in a lot of cases they need more uniforms. that's why they've had an incredible run since the lows of october. rising 40% in the last five months. really kind of just like this. now, i've been thinking about recommending this one ever since last month's fabulous jobs report, but i wanted to wait until we got a pullback, and that pullback never came until today when we got an ever so slight 2% decline. 67 cents. i'll take it. this is pretty much the first time this stock has given up any

points since the fantastic quarter reported in late december. i think this recent weakness might be the best chance you'll have to get cintas. i have been patient. if i'm rd right about the labor report, this stock should roar on friday. never look back. not with the iran and israel, but put it this way, it got less risk thanning a lot of the other stocks i'm following. why do i thiat the labor department's report will be so good? number one, the employment figures have been trending higher for months now. long enough i believe to create what i call a virt with us circle where more hiring leads to more consumer spending on cars and retailers and restaurants, and even with $4 to $5 gasoline, which leads to more hiring as companies try to keep up with newfound rising demand. it's totally self-reinforcing, and it's been going on for a while now. last month's report was truly terrific with private sector payrolls increasing 257,000, and the unemployment rate sinking to 8.3%. do you know what? i think we could see the same thing hamming with february

report on friday? especially since the weekly jobless claims, wrl well, they keep getting better through the month with last week's numbers coming in at a four-year low. now, there's no question the labor market has gotten much stronger, much tougher, much better, more resilient, and if you are looking for a play on job creation, i got to tell you, i think it's harder to find. maybe i'm going to say about paychecks and automatic data, but really cintas is more responsive to the kinds of jobs being created. what does this company do? most of the businesses renting out uniforms along with rentals like vats, mops, towels, bathroom cleaning supplies. it's pretty simple. i sign up to be a cintas customer, they'll drop clean uniforms at your door while simultaneously picking up the dirty ones to be washed. hey, that's a great business model, and it is 71% of the company's revenues. they also sell uniforms. smaller part of the business. pan willing for 11% of revenues. while it was hard hit during the downturn, it's come back with a

vengeance. they help companies comply with osha, selling first-aid cabinets, hard hats, ear plugs, respirators. is that ever stuff you can't do without. have you ever seen a company cut back on that stuff? hey, let's cut back on the respirators? i don't think so. and cintas has a document management division where they're offering services like shredding confidential materials. these are smaler parts, but they offer a lot of cost selling opportunities because they drive a truck to the business. now, the last time they reported back on december 20th, it was a blow-out quarter. 9 cents earnings beat off the 40 cents basis. organic rental revenues up 7.9% year-over-year. the largest increase since 2005. seven years. the company also raised its outlook for the rest of 2012 fiscal year. the next quarter when they report two weeks from march 19th, that's that will be their fiscal third quarter. the beat didn't come from a better job market. there's only been nominal improvement at the time. no, these results were mainly driven by new account wins,

greater customer penetration. not by a stronger employment picture. it saiz money to use cintas rather than the other guy. since then the job situation has improved dramatically. just imagine how much better they'll do now that we've seen some serious improvement. plus, the cimtas of today is a leaner, meaner company. a more profitable enterprise than the cintas of four years ago. during the recession they radically streamlined its operations, cutting costs and improving efficiency. okay? and now those moves are paying off in the form of higher margins. last quarter cintas made after the sales expanded by 60 basis points. plus, they sell a lot of unused capacity. as the capacity utilization ramps, the response to higher demand, it should be more profitable than it was the last time around. key term here, and this is one i know you probably can hear, your eyes glaze over, but it's the most important term in business

other than inventory, leverage. the operating leverage. a jiberrish meaning that as they grow their revenues, its margins will also increase, so for every additional dollar of sales, a higher percentage flows down to the bottom line, and on top of everything else, this cintas is extremely shareholder-friendly. you know, it raised it's def denned for 29 consecutive years. now, you say, wait a second, it only has a 1.4% yield. that's because the stock has been a high flyer. i call that a high quality problem. cintas is a few booback that i'm considering legit. they authorized $500 million buyback, which is the ekwifl esht of 10% of the market cap, 12% of the float. meaningful number considering it already shrunk its share cap by 12.9% last year. it sounds like auto zone, doesn't it? every single one of those purchases was done at substantially lower prices than where the stock is right now. i suspect they'll be in there buying lately another reason why the stock has been stronger than most since it reported. plus, cintas didn't include the

buyback on earnings per share guidance. i think the numbers can be way too low. if only because the company is shrinking the dough nominator. shrink like these pants are shrinking. i had that minding in my mind. i got some shrinking going on here. cintas sells for just 15 times forward earnings, but it's got a 13.3 longer growth rate. you have to measure that versus the p.e., and it's a buy on any weakness, and we finally got some today. here's the bottom line. if you, like me, believe friday's employment report will be really good, then cintas might be the way to play it. let's say you wanted 200 shares, okay? i would buy 100 before that friday employment report, and if it isn't the blow-out we expect this time, and i think there will be one later, i buy another 100 after to get a terrific basis for your stock position in this fantastic company that you probably never heard of. let's go to derek in georgia. derek. >> booa, jim cramer. >> super tuesday back at you,

derek. >> caller: check me out. i'm considering the unemployment numbers coming out on friday. if they're good, do you feel like visa would benefit from such a number? >> well, i got to tell you, there's a lot of different things that benefit visa, but i have always viewed visa as a technology company, meaning -- not a bank. that the more people move from paper to plastic is what meats for visa. i don't care for visa right at this level. i want it to come lower because it's been such a red hot stock. i need a breather. let's go to josh in arizona. >> b-b-b-boo-yah, jim. >> i'm going to give you a baseball season boo-yah. they got some baseball going on out there. go ahead. >> caller: i have a question in regards to some reits you had recommended. egp. >> some clown downgraded that the other day. i want to go in there and beat -- anyway, disagreeing opinion than me.

>> caller: and dlr. >> not -- not as good for me. i don't like dlr as much because it has more of a run, but they are both -- no, no. i'm not going to say they are both. i happen to think each group partners is remarkable because it got through that incredible decline in real estate investment trust in the late 1980s, early 1990s. they are seasoned practitioners, and, by the way, david hoster, i invite you on to the show any time you would like. he is the ceo. hey, if you think like i do that the engine of the labor market is kibing into high gear, i think you might want to suit up with some cintas. maybe you want to get the ones that aren't 140% polyester next time. staffer. i'll try to make you more money and shrink and itch less. >> coming up, on a roll? this tasty stock has been hitting new all-time highs as they continue to expand and take market share. cramer is on location where the bread is bait, with the company's founder and chairman. just ahead. >> this is the overage. i'm killing you. [ dog barks ]

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and it's free. ya know, for whoever you are that day. it's just another way you'll be traveling at the speed of hertz. it was a miserable day where the -- let's not forget, there are still some terrific american companies out there that don't need to worry about greece or china or anything outside the western hemisphere. companies like cramer faith

panera, pnra. the baker cafe chain with over 1,500 locations in north america. this is a beloved brand. one that's reinventing the casual dining business with its soups, salads, and sandwich that is give them an unrivalled level of customer loyalty, maybe rivalled by chipolte. they were many line back on february 7th. stock fell 7%. people were expecting a much better number, and they only got a decent one. panera is up 220% after my daughters told me to in july of 2008, and that's why i was thrilled to visit panera's newly opened manhattan store. first in new york city. talk with ron, co-founder and executive director of panera. >> i'm here at what may be the panera last frontier. >> absolutely. >> this is historic. are you in manhattan. what's the difference between manhattan and the suburban stores that so many of us are used to? >> it took us over 1,500 stores to get here, but i'm really

pleased that we're able to finally reach manhattan and bring the panera experience to manhattan. no different than what you get everywhere else. >> a lot of the spaces for restaurants are small, but paneras are crowded. what's different? what have you created here? >> well, we made the commitment to do the full panera experience here, so you are going to come in here. you're going to 4,000, 5,000 fee, 150 chairs and tables. are you going to have an environment to sit down, catch your breath, breathe a little bit, and really experience panera. >> people deliver food to your table here? >> here we deliver food to your table. we do that in about 10% of our stores today, and increasingly we're doing that in more and more of our cafes. >> it made me aware that a lot of the analysts are saying they had 1,500 stores. they could go to 3,000. if you just got to manhattan, that's probably not an unreasonable goal, is it? >> i never look at how many stores we can have. i look at what the growth potential is over the next three years, and the reality is we had more than enough growth for the next three years. we're feeling very excited. we're -- you know, we just

completed a year in which we were up 28%, and we see continued opportunity for pan air wra. >> now, one of the things that everyone is concerned about, oil this morning, we're up in the high 120s. gasoline, obviously, going higher. there are paneras all over the country. you have to get in your car to drive too. any sign at all this is impacting the price of the ticket that people buy, will trade down at all, or is it just business as usual? >> it's been phenomenal. we were up at 8.9% for the first month and a half of this year. comps continue to be strong. i will tell you that in previous gas crisis it's tended benefit panera because people stay closer to home, and we are closer to people's homes. >> now, one of the things that i find fascinating is it resonates at more than restaurants. it's kind of a secret sauce. in other words, a panera -- it includes chipolte.

they have a cache that we don't expect about a casual dining. we'll explain the comps story. what is it? what's different? >> i think it actually starts with the fact that people trust this place. i mean, you know, we were the first people to do all natural antibiotic-free chicken. we have had calorie on our menus for years now. i think that panera has built its success by being of our communities and of our roots, and i think that that, frankly, the food is good. i think ultimately people vote with their stomachs, and they come to panera because this is really good. >> okay. now, what's changed at panera? we have drive-thru now. >> yeah. >> we have a lot of technology that makes things seem like a little bit faster. what's different -- if i went to a panera now versus two years ago? >> you know, jim, people ask me all the time what are we doing new and different?

you know, it's we deliver real food that gets people excited to doing environments that engage people and have it served by people with self-respect. within the context of that, we've continued to evolve, so you are seeing -- you're seeing turkey like you get at thanksgiving at pan arabia today. you're seeing salmon on the menu. you're seeing a roll-out things like our thai chicken salad. >> my favorite. >> with lettuce like you're going to get at the finest hotels in the country. >> but still 410 calorie where's. >> 410 calories. i think it's not about new and different as much as it's about continuing to evolve and continuing to do better that we have been doing for 20 kweerz. people don't want anything more than really good food in environments that feel comfortable to them, and that respect them. >> let's talk about the business strategy here. >> sure. >> recently you bought 16 restaurants franchises in north carolina. now, i think when i ask people about that, the first thing they say is why do you buy a franchise that you already

basically have a lot of business with? is that because franchises don't do as well as company-owned? >> not at all. it's very simple for us. we have no debt and hundreds of millions of dollars in cash, and when we can deploy that cash properly well, will. where do we look to deploy it? we deploy it when we can buy our franchisees at multiples that look attractive. we'll deploy that when we can buy similar businesses like panera and buy at an attractive multip multiple, and we'll buy our own stock. it's simply a financial transaction, and in this case this was a wonderful franchisee, somebody we love very much who basically got to a point where they had been at this for 15 years and was ready for them to move on, and we saw this as an attractive financial transaction. >> in your second of those three variables, you said buy someone. manhattan, very crowded real

estate. there is an outfit called cozy. if something like that were to come up for sale, would that be an opportunity to jump-start manhattan? >> well, i would say this way. i'll tell you what we have done, not what we might hypothetically do. we bought parady's bakery in phoenix. we bought it because they were the strongest player in the phoenix market, and we have great respect for the leadership and the culture of the company. you know, we are open to that, but obviously it's got to be the right deal for panera, and we are never ever going to be doing anything that's silly. >> now, with 1,500 you can i don't feel do these national campaigns. you are doing your first cable campaign. >> yes, yes. >> and you are in it. >> i'm having a lot of fun with it. >> go ahead. you are the pitch man for panera. >> it helps to be the founder, but the reality is i'm not the pitch man. what i am is -- i have been given a chance to speak about why we vaetd this and i think as you know, you know, the very

best restaurants have all been created by people who have a love and passion for it, and we created panera to try to create the environment we wanted to eat in and to do so in a place with a bit of soul. >> love and passion and soul are the stuff of loyalty. you have a loyalty program now going. infinity program. >> yes. >> you had 9.5 million just a month ago. where is it now? >> we're pushing closer to 10 million. we're feeling great. the really -- the real value of that loyalty program is, one, it surprises and delights guests, but as well, it's the information. we are pushing 40% to 45% of our transactions on those loyalty cards. >> 40% to 45%. >> of all transactions are on the card. we are able to track individually what people do, and because we're able to track that, we're actually able to market to you in a way that is unique to you, jim. so we know what you are doing, and we know how to get you the things that actually further your engagementpanera.

>> i live in the suburbs not far from new york. >> not far from where i grew up. >> we are within seven or eight mules of each other. there are a number of blockbusters that have gone under. to me it's a fabulous space for what i would regard as panera. you got a nice wide store, usually in a pretty good neighborhood with -- is that something you could negotiate to do? >> of course. we're looking at all kinds of -- when the recession hit, that was the time for us to invest. >> right, right. you did. you used it. >> we stepped on the accelerator. that's why the stock went up in the recession. we invested in the customer experience. our comps went up. we'll continue to do that. we are financially disciplined, and we have a tremendous growth vehicle that we're able to work with. the escalator is continually upward, and you'll continue to see panera grow and continue to do a better job for its guests. >> let's talk gross margins. again, i want to be able to be specific for people that say, hey, the stock is kind of treading water here. there are a lot of people worried about costs going up.

that is not a cost at panera. >> i would say not. we've come down. we're bought out so, we're feeling good. i mean, you know, listen, i think that this company has been in existence now as a public company since 1981. i think, you know, it's been one of the best performing restaurant stocks in the last decade, one of the best consumer stocks. i think anybody who has invested in this company and judged it over a three-year period has had a very satisfactory experience. >> one last one. >> yes. >> starbucks at one point in this country, which i would consider somewhat similar to panera because -- >> sure. >> by their own admission, they grew too fast, couldn't support the staff, didn't have the right management. are you -- is that something you are worried about, or are there plenty of people looking to get a job at panera? >> i think howard would say they got ahead of themselves. they grew too quickly, and they were focused on growth as an end as opposed to running great cafes. i would argue that we at panera have never lost that discipline. we continue to manage our growth.

it's why we manage our growth. if we get ahead of ourselves, then shame on us. >> all right. well, i want -- i wish that starbucks had that. you have had consistent -- what i regard as being transition because now you are executive chairman. >> i am totally invested in panera. i have a wonderful partner in big mornton, and we're at this, both of us, every day. >> hn this is ron shake, founder and chairman of pan air wra. good to see you in this brand new store. thank you very much. >> thanks. [ tom ] we invented the turbine business right here in schenectady.

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>> it is time -- it is time for the lightning round. ♪ >> buy, buy, buy. >> sell, sell, sell. >> wait for this sound, and then the lightning round is over. are you ready, ske-daddy? it's time for the lightning round. i want to start with justin in connecticut. justin! >> caller: i big uconn huskies boo yeah to you. the stock is in pan where do you see this stock and this sector going?

zi got to real estate lie on what mr. t said about that upcoming battle against rocky. i see pain. i want you to sell, sell, sell. let's go to john in new mexico. john. land of enchantment. >> caller: b-b-b-boo-yah, jim. >> what's going on there, partner? >> caller: hey, you recently made a great call about not jumping into kid digital, kidg, at $12.75, but down around $8.75. >> no, we took -- we took a hard look that the. it's too speculative for this. i don't want you in it. don't buy. i'm going to mike in oklahoma. mike. >> caller: boo-yah, captain cramer. >> aye, aye, sir. what's up? >> caller: god bless our troops and journalists. praise the lord. >> jbl. the same business, but better. mine is better. i see flex tron ix and -- let's go to dwight in illinois. dwight. >> hey, a chicago white sox ske-daddy boo-yah, jimbo. >> right back at you, sox

master. what's going on? >> caller: as a retired dividend investor, should i hang in there after the merger of pvx and ppl? >> i got to do work. i got to do work because some of these yields are a little dicey these days. we're going to come back on prov deputy energy and make a decision. he we can't do it on the snap. let's go to kevin in utah. kevin. >> triple boo-yah, jim. >> triple boo-yah back at you, jim. my charitable trust owns it. it got hit yesterday. it is an apple play. we got a big apple introduction tomorrow. people are saying it's head and shoulders and rolling over. i think it's an expensive stock. i am a buyer not a seller. at $34 we pull the trigger. brian in new york. brian. >> caller: jim, big brooklyn boo-yah, to you. midwood. >> midwood, man. nice big houses there. what's up? >> caller: got a question on young brands for you. >> i got the answer.

>> caller: last year they made a really nice profit of over 26%. i'm planning for the next year. do you think i should buy more, hold, or take my profits? >> this is a tough one, because i got to tell you, we own it. i was hoping it would come in. i know that sounds counter intuitive, but we don't own enough. i think it's good. this is at 63, 64. you're going to be in there with me pulling the trigger. how about jeffrey in california. jeffrey. >> caller: hey, jim. sunny california boo-yah from pepper dine law school. >> pepperdine law school. it's so beautiful. let's go to malibu together and sit on the beach and watch the sun. the sun. all right. go ahead. >> caller: for sure. asking about deutsche bank if i get noer gift like today where it herjz 6%, 7%. >> i'm i'm want so sure i want to own the stock at deutsche bank. i am still not settling enough to own a european bank. i think it's a good bank, and that is the conclusion of the lightning round.

>> the lightning round is sfonsorred by td ameritrade. on december 21st, polar shifts will reverse the earth's gravitational pull and hurtle us all into space, which would render retirement planning unnecessary. but say the sun rises on december 22nd and you still need to retire, td ameritrade's investment consultants can help you build a plan that fits your life. we'll even throw in up to $600 when you open a new account or roll over an old 401(k). so who's in control now, mayans?

♪ accentuate the positive >> when the masht guests you

lemon, make lemonade. i'm all about being a happy guy. i take a page from johnny measures other the really hideous days we need to accentuate the positive, eliminate the negative, stay away from mr. in xeen. that's why after the horrible mauling we took today, i want to talk about a potential turn in one of the most hated groups out there. second only to coal. yes, i'm talking about the natural gas stocks. yes, even though we have a huge glut of natural gas in this country and the price of the stuff just keeps getting pounded, there are some very under the radar signals that this group could be ready to not only bottom, but also rebound in a major way. those signs are coming not from the fundamentals where i hear that it could be natural gas could be considered in the highway and not from the fact that chrysler will make trucks that are natural gas. no. it's about the charts, which is why tonight we're going off the charts with the assistance of carolyn borroweden, terrific technician who runs the website and it's going to be based on femi nazi, and she's seeing generally bullish patterns.

there's nothing good happening with natural gas. the commodity. when it comes to the chart of the united states natural gas fund, the ung, which many of you ask about constantly, it's the etf that tracks the price of nat gas. oh, man. i can't -- it's not safe. don't look at it. it's too ugly. the chart is hideous. ung making new lows. nothing to feel good about. the company produces natural gas, and we often comment on this show and getting back to even that the etf does not work for them. it's a disaster. i can't take it. i'm -- i got to have a night like tonight because of that. please get rid of it. she thinks some of the mat gas stocks will be -- her reasoning is nothing to do with a commodity and everything to do with a bullish pattern that started during the charts in north america. isn't this funny? i have a dealers chart. i'm talking chesapeake and enqana, but it's the best way to get a handle on where the stocks are. not to look at the action of ung. she thinks you should take a look at a totally unrelated company that literally has nothing to do with natural gas

whatsoever, and that's dillard's, the department store chain. i mean, what the heck does dillard's have to do with chesapeake and encana. simple. the very same pattern that borroweden sees building in the charts have already played itself out in dillards. when you think like a technician, chesapeake and encanna could follow in the foot steps of dillard's. remember, this is off the charts. where stock patterns are more important than the companies behind them. it doesn't matter that we're comparing department stores with oil and gas concerns. check out dillard's charts. before the huge rally, dillard's did something that she considered incredibly important. the stock had been made lower lows and in late january it shifted and dillard's made a higher high.

this is the beginning of the pattern she's talking about. after the higher high, you have to watch the next pullback to see if the new more positive trend will hold up, if the stock makes a lower low, the whole pattern falls apart. if it makes a higher low, which is what dillard's did, you could be getting a magnificent rally. by isolating that pattern, see, that was a higher low. that was the tip-off, and right now she sees the exact same pattern forming in the charts of two despised stocks, chesapeake and encanna. let's start with chesapeake. take a look at the action. listen up, this may actually make your day after that horrible rolling stone article about you. just like dill as ard's chesapeake has broken out of a bear's pattern and lower lows and lower highs by breaking out above its prior swing high on january 25th making it a much higher one. that's step one. now the stock is pulling back. they're looking for an entry point to play a rally, but it

needs to be just right. chesapeake drops below, and back on january 20th, whole trade falz apart. however, the stock still good three points above that level. i don't think we need to be worried about that. i'm looking for a potential dillard's here. you can see the exact same thing in encanna's chart. it's made a series of lower highs. then in late january, step by step, inch by inch, encanna broke out above its previous high from january 4th. after the recent pullback, the stock is it just nickels and dimes above the wholesome levels that broden thinks is so important. they create a floor support in the 1864 to 1926 area. here's your support. that's where she would buy. she jumped ship if it dropped to $17.28. that was below its prior level. that would take out the prior low of january 20th. now, broden is not saying that they will have huge runs like dulard's. she does think the chart is giving you a bullish setup.

same as dillard's. the bottom line, the natural gas stocks, they have been a virtual apartment house of pain lately because of the commodities that have been obliterated, and then they have a complex. there's something finally happening that's positive about this group. the charts are on your side in chesapeake and encanna. at least as interpreted by the feninazi queen. encanna has a magnificent 4% yield to fall back on if the reinforced floor does fall through. "mad money" is back after the break.

big losses on the sexy dot-coms. if i had hair, i would be pulling it out. i clearly failed at my mission to convince you not to buy the red hot ipo's in the aftermarket. yelp flew out of the chute. now it's plummeting, and the buyers in the aftermarket have no idea what they own or why they own it, other than the fact it was hot. it's tragic. you're wausing your money if you buy deals in the aftermarket. something i will keep repeating until it gets through everyone's heads. there's no earnings or even the prospects of profits any time soon. there's no way to to value the whole thing, and google said no, and now it's worth twice that in the public market. too rich for my blood. i'm not saying that all dot-coms are horrible buys. zinga, a company with a terrific product, including games i play personally with my kids, gave you awe fabulous moment to buy the stock right after it broke

the sindicate price authentic wall street jiberrish. groupon, public at 20. traded at 15 not along after that, and then zoomed back to 20, but it traded at 26 in the aftermath of the ipo, and buying it there was a sucker's game. stock plummeted almost 11 points memorial immediately. how about home away? became public at 27 and then went to 45, and then it slid down to less than 20, well below the ipo price. people who didn't nabbed the company or got caught up in the enthusiasm blew it out at a big loss where you how about pandora? that deal price at 16 ran up to 20, and then got spanked down to 9. another hideous after market buy. even the best ones are too dangerous to buy in the aftermarket. think linkd in. it came crashing back to 59 where it bottomed. at least that one held there. in each of these cases only a tiny number of the overall company shares were sold in the public, which is how they got yen rated anyway. in any case, most people who

wanted in on the ipo didn't get in, as the hot stock was reserved for the best clients and a few others. they took action in the aftermarket, foolish action that, cost people lots of money. look, we're going to get many more deals going forward. all i ask is that you not buy into the pop in the aftermarket. if you can get in the ipo, terrific. if you can wait for it to come down, you have my bless, but buying the pop, total mugs game. please, please knock it off, will you? >> does the market have you stumped? no fear. cramer is here. just e-mail him "mad money"@cnbc.com. 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. >> we're down only about 3% for the top, and i think you should do some trimming here. why? because we have such huge gains. it would be a sin to give them back because of greece or iran or israel or china. okay? that can happen. be careful. >> jimmy, it is super tuesday, but stocks also take a super dive. good evening. everyone. i'm larry kudlow. this is a special edition of "the kudlow report." two big stories to report this evening. first, the dow