fects include indigestion, stomach pain, upset, or burning. 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'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 make you a little money. my job is not just to entertain but to educate and teach. so call me at 1-800-743-cnbc. another pretty good day. dow gained 14 points. s&p rallied .36%. nasdaq .6%. thanks to a positive labor report and a greek experience where for once everything went pretty right. it's worth remembering that bull

markets are full of misinformation, though. three days ago this market got put through the meat grinder. largely because we kept hearing that greece's debt swap deal was going to be a failure. since they weren't going to get enough bond holders to exchange their paper for more toxic greek paper. there was no way the germans would let it fail. but that's exactly what happened. and despite some haranguing about whether the deal would have a default or not, the truth is look, it worked out better than we thought. so why were so many talking heads wrong about greece? for the same reason that whenever anybody talks about iran they skip over all the intervening steps and go straight into how gas prices would shoot through the roof if the iranians blockaded the straits of hormuz, effectively blocking off the entire persian gulf. financial drama. we love it. we look for the bogey man everywhere. because otherwise, well, let's

just say financial news doesn't always rivet you. don't get me wrong. there is a good reason for the woe is us perspective. think about it. last year everything that could go wrong did go wrong. however, i've been saying it for months now. 2011 is over. it's 2012. we seem to have broken out of that pattern. so it's a mistake to always jump immediately to the worst case scenario. there will always be outspoken bears on tv pushing for the most catastrophic interpretation of events. but you have to remember that many of these yogis and booboos are simply trying to knock stocks down so they could buy them at lower prices. so keeping that in mind, what's the game plan for next week? first off, on monday after the close we hear from cramer fave clean energy fuel, clne. will clean energy be able to build out enough gas stations to make more nat gas -- to make nat gas a more viable surface fuel? holy cow, what a difference a year makes. do you know last year at this time we thought people at clne, as much as we like them, that they might be dreamers. now we want to know if they can do it fast enough.

can they build out enough gas stations? because the gating factor here is that we need more nat gas filling stations if people are going to start buying nat gas pickups and heavy-duty trucks. we also want to find out if the government will finally help instead of hurt the nat gas cause. urban outfitters reports on monday. what's the new ceo ted marlowe's view of the company, which also includes anthropologie and free people. what's his plan for this once profitable growth stock that has cooled since former ceo glenn sank had those troubles and departed? we need to find out if there is a plan. there better be a plan because the stock's been moving on up in anticipation of one. tuesday, it's all about oil. first anadarko pete is having a big investor conference. anadarko ceo jim hackett is far and away one of the best chief executives in the industry. as well as being a great acquirer and a tremendous wildcatter. but he's stepping down in may. i think anadarko's the greatest, but without hackett do we still want to own it? i'm going to be glued to this presentation from this

high-growth oil company that survived the macondo oil spill with flying colors. also on tuesday, chevron's got an analyst's meeting. we heard from exxon this week that production figures were only so-so, and it was a huge disappointment, causing people to bail despite high oil prices. will chevron say the same thing? do we have to stick with more nimble independent producers like an anadarko if we like what they tell us or cramer fave eog or continental resources? we're going to get some figures and some facts, and i'm going to come back to you on the chevron meeting because every year it is one of the most important analyst meetings. chevron always gives you the straight skinny on where oil prices are going. they've been uncannily correct. whence after the close we hear from vera bradley. now, this is a heavily shorted handbag and accessory stock that's become a brutal battleground. shorts got squeezed today. viciously. will the same thing happen again after vera reports?

we're on the sidelines for this one or even in the stands. a total -- we're voyeurs. but this quarter will be a primer on how to handle a stock that may be, well, let's just say too hot to handle. then ross stores reports on thursday morning. now, any observer of the show knows that i think that ross may be one of the greatest retailers out there, along with action alerts.com name t.j. maxx. further increases in margins aided by lower cotton prices. beyond company-specific news we have a big -- you're going to hear about this all monday and the morning tuesday. big federal reserve open markets committee meeting. and i've got to tell you, i'm going to be listening to this. you know why? because i've got to find out whether the fed's really serious about qe3. just call it a money printing operation. after three months of employment figures including today's, i mean, i hope not. unless maybe things are worse than i think. there's no question, though, ben

bernanke has our back, he doesn't want a repeat of 1937 where we slip back into depression because the government was too vigilant about raising taxes. then on friday we get the february consumer price index. hey, you know what? that's a real important indicator of inflation. we've got to wonder what happens if it turns out we have -- if we have slow growth and higher inflation. that's the worst combo. the cpo may be a wake-up call for the cost of the consumer. doesn't take into account the low prices of homes and mortgages. we said the affordability of buying a home has never been this great. if does give you perspective on higher energy cost. if the number's too high it may jar the fed into starting to think maybe we've got to pull back some of the stimulus. i don't want to see them be that careful about that. also on friday we get the federal industrial production numbers. is there slack in the system? do you know that the fed always likes to use this particular

number as a sign of how well we're really doing in the manufacturing segment. that's where all the job hiring's been. i bet we're going up. but not so fast as to trigger labor inflation. last but not least, i want you to watch out for a company. it's called demand ware. it's an ipo. we have a dotcom boom right now, an internet boom, and as with any gold rush we like to play it by buying the sellers of picks and pans. and that's why i want you in this demand ware deal. it's a subscription software company to help e-commerce. this one reminds me of brightcove, another under the radar screen play that is part of the arms race, and boy-d that ever work as a deal. it made you five bucks on an $11 basis. now, think about how poorly you've done in a yelp or a groupon. this is a real way to make money on the internet. buy the sellers of the equipment to the clients like demandware, not the clients themselves. the bottom line, this week we got faked out. sell it out in a major way on tuesday before bouncing back because many of the things we were worried about either got taken care of or turned out to be overblown.

if we get another hysterical sell-off next week, remember that unlike last year not everything that can go wrong will go wrong. but if we do get a sell-off, here's some advice. i want you to pick up some ross stores if the market heads south beforehand. i'm making it my pick of the week. let's go to matthew in florida, please. matthew. >> caller: professor cramer, big indiana hoosiers ba-ba-boo-yah to you. >> it could be your year boo-yah. what's going on? >> caller: saw unemployment numbers unchanged today at 8.3%. i'm wondering how you think that would play into monster.com's symbol mww. >> okay, remember, mww apparently has hired a banker to put itself up for sale. i think that what will matter is the valuation of the franchise, not necessarily whether more jobs are created. i want you to look to paychecks. i want you to look to automatic data. and then unbelievably, can you believe this, cintas, how great that worked, 52-week high. that was my play for labor. if that pulls back, that will be a better move. how about rex in new york?

rex. >> caller: hey, jim, how are you? >> not bad, thank you for asking. how about you, rex? >> caller: good. i'm just going to ask you about a stock everyone loves to hate. i'm asking about gmcr, green mountain coffee roasters. the introduction of starbucks k cup. we know starbucks is going to take a market cap out of gmcr. how much will starbucks take out of it -- >> one of the things that i -- i'm sorry. go ahead. >> and secondly is the volatility we've seen with gmcr, $10 in the after hours, do you think it's going to trend down a little further? is it a good buy or is it -- >> there's someone i have been friends with for, geez, i guess 17 years now. herb greenberg. you see a lot of him on "street signs." when herb gets a feel that something ain't working right, when he gets skeptical, i have to tell you, i tend to want to run for the hills. and he feels strongly that green mountain's got real problems versus starbucks.

and i'm a huge believer in howard schultz. and i give him the benefit of the doubt. my answer is if that stock -- sell it? no. i don't want you in green mountain coffee. you can buy keurig. i use it every morning. but i don't want you in the stock. maybe everyone got faked out with hysterical selling on tuesday. but now we're ready for next week. and i've got to tell you, i need to remind you. and myself. 2012 is not 2011. not everything works out for the worst. "mad money" will be right back. coming up, pressure at the pump. with sky-high gas prices threatening to derail the recovery, cramer's drilling down with the ceo of enerplus to find out if its sky-high dividends could refuel your portfolio. and later, ultimate spec? cramer's unveiling his strategy to help you identify the perfect spec play. find out which company is trying to turn sugar into oil. and make you some sweet green. all coming up on "mad money."

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how would you like an oil and gas company with exposure to some of our favorite unconventional shale plays? also gives you notoriously b.i.g. dividend. i'm talking about enerplus. you've called a lot about this. erf. canadian oil and gas company with a juicy 9.1% yield and a ton of acreage in the bakken shale, perhaps the largest domestic oil discovery in a generation, as well as the marcellus shale and numerous liquids-rich gas plays in western canada. after some 13 consecutive quarters of declining production enerplus began to grow again in the fourth quarter thanks to the fact they're making a transition from a nat gas focused company to one exposed to higher priced oil and natural gas liquids. for 2012 it expects it grow its overall production by 6% with oil and liquids increasing by 22% and natural gas volume

staying flat. plus the incredible yield as long as it can be paid for without a problem. it has a savvy management team with a history of buying land developing it and selling it for profit. they sold some of their marcellus assets last year and in the past they've sold their oil assets to occidental for a nice gain. let's bring on gord kerr, he's the ceo of enerplus, talk about how his company is doing and what's ahead for the oil and gas industry. mr. kerr, welcome to "mad money." >> thank you, jim. >> good to see you, sir. have a seat. >> you too. >> oil brent up 126. nat gas so low. with this mixture are you able to grow a lot this year? because nat gas just seems to go down every day even as oil goes up. >> we've spent -- or set our spending plans for 2012 and we're going to spend about $800 million this year on our growth aspirations here and a lot of that's going to be spent right here in the u.s. couple of key plays for us. the bakken play in north dakota where we've built out our position there. and we will continue to invest in the marcellus gas shale play in pen. >> how much of the marcellus has to do with contracts you have to

fulfill? because that's largely nat gas, isn't it? >> it's dry natural gas, which is a little bit of a tough play right now. if you go back when we got into it, we actually did a structured deal and we had a carry obligation. so we will satisfy the balance of that carry obligation in 2012. we'll continue to expand to hold the acreage position with some reserves and production. but in the interests of a longer-term value build through the natural gas. >> in the conference call from february 24th talk about bakken's gotten expensive. are you able to make money? because it's hard to get the oil out of the bakken. >> this is where technology has taken the resource plays. is it still able to make money? oh, absolutely. for example, 90% of the wells that we'll drill in the bakken this year are what we call longs. and when we look at the economics, the long wells, we're projecting that the net present value at a 10% discount is still around 12 to 13 million dollars per well.

so it's a money maker. >> now, some of these -- i read through the research. national bank financial says that they believe that the long-term sustainability of the dividend could be in question and also an outfit called first energy capital questions whether you have enough funding to be able to keep that dividend. and obviously, if you have a 9% yield i would tell people this is just absolutely terrific. but not if these analysts' reports could be right. >> well, you know, everybody has a view on the world and what can happen. let me give you a little context in terms of our spending plans as we move forward. first of all, we did an equity issue here. right in the month of february. we brought in about $345 million to support our capital spend program. and continue with our 18 cents a month dividend. the other things that we think about is we may access the term debt market. we have additional boring capacity even in our syndicated line but we may go for some longer-term debt.

the other thing we're going to do is we're looking to expand our dividend reinvestment program to our u.s. shareholder base. right now it's been available to the canadian investors, but we want parity there and we're now in a position as a corporation to be able to do that. the other things that we think about are things like we built out a portfolio of longer-term opportunities in western canada and some of the players that are evolving as we speak. and so we may at some point look at joint venturing some of those properties. he with may sell down a piece at the interest of another. we also hold some equity investment. we've got about $200 million worth of equity investment, notably in a private company that's involved in the in situ play in the oil sands. >> the research reports don't really make that clear, that you have all that flexibility. >> and as i said, you know, it's not a matter of people looking at it the way we look at it. i mean, we've been in the business for 25 years. >> right. you have a long-term record. now, where do you see oil going?

at what point does it get so high that people stop using it as much as they're doing? >> well, we've seen some -- i'd say balancing here over the last -- there's a lot of concerns over the middle east and all that. but you know, the oil prices stayed up in the 85-plus range here for some time now. you know, it doesn't seem to have curbed off economic activity in any meaningful way. so we're of a view that the oil price continues strong and then you come back to the natural gas. and i think we'll be in a tighter range here, obviously, based on the supply. >> we've been doing a lot of work here on the show about natural gas being used as a surface fuel. now, the president talked about it the other day. we've been recommending a lot of stocks including westport innovations, almost 52-week high today, where they make the engines for natural gas for pickup trucks. do you see natural gas as a surface fuel or is that just a pipe dream by people who want to believe that the government will support a cleaner domestic fuel that actually is making it so we have great energy security in our continent? >> well, you know, it's kind of

surprising to me that there isn't more move and drive to use natural gas as a fuel of choice for a lot of reasons. people are concerned about the carbon footprint of the fossil fuels, it's got about 50% less impact. and you've got -- what we've seen is a growing indigenous supply of natural gas. and it's a reality. so you think over time it becomes more of a reality in terms of how it's used. and certainly transportation can be a key in terms of capturing some of that -- >> but you have western canada assets. is it possible we're going toned up exporting this stuff rather than using it ourselves in largely japan and china? >> i think there's a greater possibility of that now today. and in canada we've seen a shift in the political will to deal with asian partners in that. and certainly there's a strong thrust to take natural gas as well as oil offshore north america. >> i think you're tired of us. >> no, we love you. don't forget, we've got a lot of our operations here in the u.s. we're listed on both toronto and new york. and so we're quite happy to be

here. >> and when will you be -- that dividend reinvestment sounds like such a great idea for our viewers. when will that be taking place? >> i think if you look you'll see we've set up for a special meeting here at our next a.g.m. where we'll put the plan forward. >> excellent. thank you so much. that's gordon kerr, president and ceo of enerplus, growth company with a 9% yield. do some homework. but a dividend reinvestment plan sounds like a real good idea. stay with cramer. thank you, gordon. >> coming up, ultimate spec? cramer's unveiling his strategy to help you identify the perfect spec plays. find out which company is trying to turn sugar into oil and make you some sweet green. all coming up on "mad money."

look, it's not enough for me to give you high-quality speculative stocks every week here on speculation friday. if you're going to speculate and you know i believe that taking a chance on tiny companies with the possibility of huge upside potential is one of the best ways to keep yourself interested in managing your own money. well, if you're going to speculate, be an informed speculator. and that's what i want to teach you tonight. see, a week ago jesse from north carolina asked me about solazyme, szym, as a play on obama's new energy plan. i threw my hands up. i thought it woos r was too speculative. then i got a tweet from jacob

7896. i read my tweets. i do that. particularly at 3:30 in the morning when i'm trying to find something to do. jacob7896. he says, "jim, i love ya, but i'm not sure you've done your homework on solazyme. crazy demand for the product and great guys running the company." so i decided to take a closer look. now that the gauntlet had been thrown. here's what i dug up. solazyme is a tiny $12 and change stock with a $730 million market cap right in the sweet spot. which is why tonight i want to take a closer look at this one in order to walk you through precisely how i approach smaller speculative names step by step, inch by inch, so that you can follow the same rubric whenever you're thinking about adding a speculative stock to your portfolio. why don't you consider this the "mad money" guide to informed speculation. using solazyme as the example.

step one. whenever you're analyzing one of these small cap spec stocks, before you do anything you have to figure out what the company does. don't laugh. a lot of people buy a stock, they have no idea. it's like hey, man, you've got to buy this one. they haven't even done any homework about what it does. easier said than done in some of these cases because a lot of speculative names are practically beyond comprehension. solazyme's an interesting one. it has a proprietary bioindustrial platform. i'm going toil something you'll want to buy every share. will you slow down? it uses microalgae to transform plant matter, specifically sugar, into tailored and specialty oils. solazyme can replace anything from petroleum, hey, that's expensive, to plant oils. can and the really appealing thing about their technology is the company can tailor its products to improve upon existing oils. it's still a very early stage

company. it has no profits whatsoever. and not much in the way of sales. but there are a ton of potential applications for what they do in a host of different end markets. think chemicals, where oils are very important for your stock and they're all being squeezed by the fact that brent's at 126. think fuel. since they can make biodiesel and renewable jet fuel. think nutrition where solazyme's algae-based oils can be a food ingredient. as well as the personal care business where they can design products that help make your skin cleaner and smoother. once you really understand what the company does, then you can move on to step two. checking out its blood lines. where does management come from? who brought it public? solazyme was founded in 2003 and only came public less than a year ago. in late may of 2011. the ceo, relatively young guy, jonathan wolfson, co-founded the company-s now on the boards of a bunch of green advocacy groups as well as the -- before he started solazyme he worked as the chief of business development for seventh online, a specialized software firm. solazyme's president and chief technology officer is his co-founder, harrison dylan, a

ph.d. who helped invent over 30 of the company's patents. dylan studied everything from microbiology to genetics and he used to manage the university of utah's biotech patent portfolio, which is certainly the right kind of experience for this current job. remember, a lot of these universities come up with patents. this is the way to exploit them. so solazyme's got a business guy. it's got a science guy. but more important than anything else, they need a good numbers guys, a good chief financial officer. the company's cfo tyler painter took over in 2007. and before coming to solazyme he was the corporate treasurer for wind river systems an embedded software maker bought by intel in 2009. you know what? this looks like a pretty decent management team. how about the underwriters? what is it some fly by night outfit that did the ipo? no, the lead managers on the deal were morgan stanley and

goldman sachs. that's as good as it gets. especially since solazyme ended up raising 24% more money than originally thought, very little insider selling. step three, which means we've got to figure out the potential sources of up side. what might make this stock go higher? why would it be worth buying? to date solazyme's commercial product sales have been pretty limited but they've established several key partnerships, which makes me think their platform for turning plants into various oils has some real value. the company's partnered with bungee, that's bunge, for an oil plant. that's a huge, huge ag play. huge ag play. with chevron for diesel fuels. they're working with the u.s. navy to make renewable jet fuel. also developing insulating fuels with dow chemical. and the company's working with sephora for a new skin care line. that's a pretty unusual collection of partners.

just goes to show you that solazyme's technology could have a ton of applications. frankly, i couldn't they've a better list of partners to have. which brings to us something called t.a.m., total addressable market. solazyme is targeting the fuel and chemicals markets, the nutritional products and -- these are gigantic markets. and the combined opportunities obviously multiple billions of dollars. if solazyme could successfully ramp up production in a way that's cost competitive with traditional oils. step four, figure out the time horizon. the first company in this space to come public, amyris. colossal failure. because it set very high expectations and ultimately disappointed. by having to push out their time line. solazyme has learned from amyris's lesson because they're being conservative. they plan to have their major plan online by mid 2013 and once that happens it will be about solazyme's ability to grow sales. that's over a year away and until it happens the stock will be driven by various milestone payments from its partners. they've been very good at executing on these milestones in

the past. accept five. the risks. consider the risks. does solazyme have enough capital to reach its catalysts without having to do a big equity offering to raise money? it's got 243 million in cash. $3.73 of net cash per share. this company's got a rock solid balance sheet. so yes, they have enough capital with plenty of ability to borrow. are there competitors with a better mousetrap? no. it looks like solazyme has a competitive advantage with many layers of patents and trade secrets. the real competition's with the existing makers of petroleum, with plant oil and animal oil. but the company's been partnering up with them. so i'm not that worried about the competitors. and i have to tell you, bungee is the ultimate vegetable oil company. the real risk here is whether solazyme will be able to execute on its plans to ramp up production, do so in a timely and cost effective fashion. in other words, is it going to burn through all its cash? so far so good. but always something to keep in mind. then finally step six. understand the level of risk you can live with.

this is about you, figure out how much you'd be willing to pay for the stock if you're a conservative investor. maybe there's no price you'd be willing to pay for solazyme. maybe it's too risky. if you're very young, you've got your whole life to be able to make the money back, i get that. but older people, i don't know. you can tolerate the race risk? stock's trading at less than $13 a share and i think it would be worth buying here. although i don't like the fact the stock ran up 6% today. if you value solazyme like the other companies in this space, $19. remember, solazyme seems vastly superior to the companies i used to come up with the comps. now you know the six steps you need to follow to analyze the speculative stock. and pp and it as it turns out, our caller jesse from north carolina and jacob on twitter, they both have horse sense. this one's a terrific speculation. but even with the best of specs, please do your own homework, make up your own minds, and then use limit orders if you want to do some buying. as i don't expect any market-moving news out of solazyme anytime soon but i sure would welcome their ceo on the show anytime he'd like to come on on "mad money."

let's go to carol in florida, please. carol. >> caller: boo-yah, jim. >> boo-yah, carol. >> caller: thanks for taking my call. got a question about vivas incorporated. does it have a chance to be approved by the fda or are there too many road blocks? >> no, i know there are lots of people who are saying there's going to be heart issues here. i think the obesity issue is so, so front and center of the fda, they've got to offer something. and vivas has it. that said, do i want to own the stock? after a company gets the approval for a drug, i think the trade is over. i've seen this all my career. they got the approval of the panel. i don't know if there's going to be any more run. ka-ching ka-ching. greg in colorado. greg. >> caller: yeah, jim. thanks for taking my call. >> you're welcome. >> caller: what's your opinion on kinross gold? symbol kgc. i heard it was a possible takeover. >> come on, we don't play the takeover game. you know what?

i'm throwing the flag. we've got to be careful here. kinross has done a lost expensive acquisitions. i don't want to own any gold stocks. as i said the other day, with gold up $10 early this week almost every gold stock i follow is down. we own gold through the gld. i'd rather buy one of these online than own kinross. sorry. all right. you now have the "mad money" guide to speculation. i think syzm is terrific. and i want to thank jacob7896, and our caller -- oh, jesse. i'm sorry. jacob and jesse. i want to thank both of them for really nailing what looks to be a pretty darn good stock. stay with cramer. >> announcer: 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." and later, send cramer an e-mail to madmoney@cnbc.com. or tweet him @jimcramer, #madtweets.

then i might just answer you on the air. all coming up on "mad money."

it is time. it's time for the "lightning round" on cramer's "mad money." rapid-fire calls one after the other. buy buy buy or sell sell sell. my staff prepares the graphics on the fly. play until you hear this sound and then the "lightning round" is over. are you ready, skee-daddy? time for the "lightning round" on cramer's "mad money." start with javonne from florida. >> caller: hey, jim, boo-yah, javonne from florida. i'm doing fine. i just want to ask you about sdm. with the chinese crisis and -- >> sunshine. give me a break. come on. that has got to be worse than shell. i want you out of that. if you want to own silver, let me suggest you own gold, gld. and that company, no, no, no. let's go to dave in washington. >> caller: hey, jim, dave calling from lake forest park, washington. great to have an opportunity to ask you about my stock. >> same. >> caller: it's prospect capital corporation, ticker symbol -- >> i don't know. i don't know about that yield. i don't know if it's

sustainable. that's why i like slrc. solar. because we had them on and that is a mezzanine capital situation that i trust. i don't want to own yours. i want to go to craig in new jersey. craig. >> caller: hey, boo-yah to you, jimmy. i'm down here at the jersey shore. >> oh, man. i'll try to get there as soon as possible. this weekend it was dynomite. what's up? >> caller: picked up some expedia this morning, expe. how do you feel about that? >> i like it. i know the company from being someone who works with it because i have -- with my buddy haley in summit. i think it's a good company. i do worry that travel's going to slow down because of high gasoline costs. let's hold off on the stock right now. how about arthur in california? arthur. >> caller: hey, boo-yah! >> boo-yah. >> caller: bank of america. >> why buy bank of america when i can buy wells fargo or u.s. bancorp, usb. we've got to be best of breed, not worst of breed. eric in wisconsin. eric. >> caller: how are you doing, jim? a big badger boo-yah to you.

>> nice. let's go to work. >> caller: my question is this. a lot of natural gas plays like lmg and westport have been doing very well. >> yes, they sure have. >> caller: i've been stuck with ung which has been tanking -- >> if "getting back to even" i said -- and that was when the stock was much, much lower they did some kind of reverse split. i said do not do that, it's a bad proxy, it doesn't work. you want natural gas, i think you go with somebody like devon. devon is a better play. let's go to bill in florida. bill. >> caller: hey, jim, a big boo-yah from pompano beach in sunny south florida. >> wish i were there. what can i tell you? what's going on? >> caller: jim, a couple weeks ago you were talking about put something long shots into the portfolio. and i've got a company called swisher, swsh. what do you think? >> man, i don't know that from nick swisher. geez. i like ecolabs. i don't know swisher. i've got to make some calls.

although i think we will use him in the line-up for the phillies. i'll get back on that one. jim in washington. >> caller: how are you doing? >> what's shaking? >> caller: i want to know what's going on with diebold. dbd. >> i'm not a buyer. the stock has had a nice move but i'm not a buyer. yes? could have sold at a much higher price, i didn't take it. alex. >> caller: boo-yah, cramer. costco. it's near a 52-week high. where is it heading to? do we still buy or not? >> my friend buddy pal carl quintanilla spent a lot of time this week. i should have pulled the trigger at 83. 84. now it's off to the races. i think it goes to par which is genuine wall street gibberish for $100. and that, ladies and gentlemen, is the conclusion of the "lightning round"!

okay. du pont's agriculture and nutrition division. it's almost spring planting season. i'm going to get better tomatoes. last year my tomatoes got the blight. it's a -- i'm better when i'm in my own garden. >> the world is buzzing about -- sorry. i got carried away there. >> i was thrilled to visit panera's newly opened manhattan store. >> i made these. >> jim, easy, easy. >> all right, all right. >> these are my buns! >> what i'll do is i'll autograph them with boo-yah, and people will be crazy about them. cintas. if cintas can deliver a spectacular quarter in the labor market, if only because the company is shrinking the denominator. shrinking like these pants are shrinking. >> oh, my god. >> i was in the pool!

i was in the pool! >> i think you might want to suit up with some cintas, maybe want to get the ones that aren't 140% polyester next time. staff and i created a new segment here on "mad money." ♪ cramer's what the heck stocks ♪ ♪ what the heck >> called "what the heck." i don't know. ascena retail group. it's practically become a lifestyle brand for tweens. >> ooh. ah. hmm. >> these pants are particularly-g let's say, if you had like a lost barbecue over the weekend. otherwise, i don't know if i otherwise, i don't know if i really feel like i'm styling.

i've been real negligent on the homework front. so let's take care of some housekeeping. on monday eric from california asked me about verifone systems. symbol p.a.y.

right when the company was reporting its quarterly earnings. boom, that's when the question came up. i was concerned about how the stock was initially moving lower in after hours courtesy of the company's conservative earnings guidance. but since the conference call was still ongoing when i took eric's call, i wasn't going to opine on it without listening. so i had to take the time to do more homework. remember, you always have to read the conference call before making a decision. i never want you to buy or sell a stock until you've read the most recent conference call. it's the single most important part of the research. don't merely react to after-market action in the stock. it's just noise, full of sound and fury, often signifying nothing. now, verifone makes point of sale technology for electronic payments. whenever you swipe your credit card it's probably on their system. you'll see it. i saw a lot of good things. company's gross margin increased by three points from the prior quarter organic growth rebounded to 12% which squashed fears of slowing of the core business. market in the u.s. could expand by up to 50% as we switch to a

new chip-based infrastructure called europay mastercard visa or emv over the next few years. 50%. i think the stock looks cheap at 16 times earnings because it's got a 20% long-term growth rate. that said please be careful here as the stock is up over 40% year to date. it's recovering from a couple years ago when they had an accounting issue. so let it cool before entering. but we think an upgrade cycle in point of sale has just started in the u.s. and pay is a solid way to play. on a pullback, i've got to till, i'm waiting for a pullback, i'll probably be talking about it on the show. then on tuesday dwight from illinois called during "lightning round" to ask about provident energy, symbol pvx, which my friend and colleague matt more winn turned me on to not that long ago. i wanted to do more research on this one before i opined on it. they sell high value natural gas liquids that are extracted from the nat gas stream. as well as providing necessary infrastructure to producers and consumers of these liquids. infrastructure we need more and more of as natural gas production increases all over north america, particularly the liquid kind.

oily, they say. it's similar to chesapeake mid-stream partners. remember we had the ceo on wednesday. but it's got a lower 4.5% yield. provident is exposed to areas like the bakken shale and not so fave marcellus. but the stock is down money. in mid january they caught a takeover bid from pambina and they are having a special shareholder meeting on whether to approve the deal at the end of this month. that means the good news, frankly, it is out there. everyone knows it. either the shareholders approve the takeover and the stock does nothing or they don't and the stock gets crushed. if you own provident energy may i suggest you take the money and run. sell it. we don't own stocks after they've caught takeover bids. we're investors. we're not arbitragers. now, why don't we get to some mad tweets? i've said it once, i've said it 1,000 ideas, i get some of my best ideas from you the most brilliant audience in the world. you, cramericans. another boo-yah to jacob7896 for raising the flag on solazyme which turns out we really like. what aim saying sneer i want you to keep those tweets coming, @jimcramer #madtweets. i live for them.

especially any of those that come in as everybody knows, i'm usually in tl between 4:45 and 4:45 a.m. answering last night's. and after the show is done i come and try to hit it once or twice, maybe four times during the day, put up a bunch of articles to tao. this one's @brian9171. you still like hecht after its results? i'm picking up more shares for long haul. thank you for saying long haul. they had a problem because they had too much business going on in hainesville. that's mostly natural gas. i'm shifting. yes i'm a buyer. i've said over and over again i want to own that stock. i don't care about the price. i care about the business p and the business is good. looking for an entry point on heinz. seems it's corrected from a recent pop does it sell here or go lower? i like kellogg. my actionalertsplus.com is buying kellogg. i prefer it to heinz. this one writes can you explain how slrc is safe if its dividend

is $2.40 a share and its earnings are $1.68 a share? #madmoney. we had management on. remember that? management made it clear that the cash flow more than covers the dividend and it's the cash flow we're thinking about, not the earnings per share. @rgmason. oil question. why with retail money rising are u.s. oil companies jumping out of refining biz? all related to epa costs? that's one reason. you've got to constantly upgrade them in order to meet these pollution demands. it is a very vicious business with very low margins. i don't blame anyone for getting out of refining. "mad money's" back after the break.

with all sorts of powerful growth stocks exploding higher. nike, panera, lulu lemon, ralph lauren, starbucks, herbalife. all these stocks have larger than life growth and the market lapped them up as if they were flapjacks at your favorite i-hop. they just closed mine. i want to take a moment to talk about terminology. there's something that's really bugging me. we keep hearing the term risk on risk off along with some justifications it helps people to think about the market. it doesn't. risk on risk off is nonsense. before we had that authentic wall street gibberish we saw a

different equation one that made a whole lot of sense it went like this are people buying growth stocks or maybe they're buying value. that growth-value dichotomy was useful because it allows us to figure out how to make money. when the market wants growth it's a fabulous sign. tells us stock pickers are purchasing shares of high-quality companies that are doing better than the average stock and those buyers are willing to pay up for their earnings because there's visibility, low inflation. take the apparel names, the nike, under armour, lulu lemon, ralph lauren. all these are discretionary plays that use a ton of cotton. the positive action in the stocks indicates the consumer's feeling wealthier. that's the discretionary side. while at the same time the raw costs are going down. that's a recipe for tremendous operating leverage and huge margin expansion. that's what we pay up for. if the company makes more goods at high prices while spending less to make them you've -- this gives them real pricing power. all these companies are expanding like mad. all of them are in the catbird's seat.

i love it when we get growth on. because it means if you can identify the best-run businesses with big addressable markets and excellent management you can make money. all of this is why i'm on a jihad not just against wall street gibberish but also gibberish that has seeped from the hedge fund world into the media. i prefer to speak in plain english. so here we go. right now people like growth. they're paying more for it. seek growth and you shall find profits. seek risk on and risk off, what do you get? frankly i have no idea. and as my late mother would have said, if i've been around this long and i have no idea, then perhaps there isn't any idea at all. stick with cramer. i think the volt is an awesome car.

and i really do love how... how unique it is. my friends say that it's like i'm driving a spaceship. the body style and the interior design... everything is really cool, but more than anything i love the gas mileage. i don't even know what it's like to really stop and get gas. i am probably going to the gas station about once a month. probably less. you should get a volt because it's going to save you a crap load of money. [ laughs ] ♪ what do you mean? your grass, man. it's famished!

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at our semi-annual sleep sale, save $400 to $700 on our most popular bed sets. sale ends soon. only at the sleep number stores. where queen mattresses start at just $699. all right. didn't mention apple today, but i've got to tell you, people are breaking down what they hear is in the ipad 3. they hear it's got cirrus in it. crus. a lot of skyworks. swks. maybe not as much texas instruments.