see you tomorrow night. "squawk on the street" and tomorrow night "options actions" and meantime "mad money" with jim cramer starts right now. >> i'm jim cramer and welcome to my world. >> you need to get in the game. >> 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. >> "mad money", you can't afford to miss it. hey, i'm cramer. i'm "mad money." i'm just trying to save you a little money. my job is not just to entertain you, but to educate you. so call me. oh, is spain suddenly back on our radar screen? was the stunning decline in italian banks responsible for almost the entire morning's weakness? until late afternoon when the market add nice rebound.

dow closing up 20 points. but s&p didn't get in black. nasdaq down .31%. was it the weaker than expected jobless claims this morning? is that what made us concerned when we have that dive? it is the economy slowing, or perhaps the speech the president gave where he blasted the oil companies for making so much money. while at the same time of course, in the sign of economic weakness, the price of oil keeps falling. or maybe, just maybe, the phenomena we experienced before the end of the day rally, was the dreaded lock-in. never heard of the lock-in? that's okay. you got work in a hedge fund business to know what the lock-in is. even then, it's been so long, that you might not have figured it out. okay, go back with me. way back. 19 years back. in the beginning of 1991, a hedge fund, staring right at the start of the first gulf war in

this country. since august of the previous year the nation and u.n. have been negotiating back and forth about w saddam hussein. we had been patient with dictator. but after months and months of stalling, president george bush the first decided no more. no more making peace. it was time it make war. now the government pretty much told everyone who would listen that this war was going to start the third week of january. at my hedge fund we come in with a descent year of 1990. when they put up sub par numbers. we are confident that we have lead way in how we would play the game going forward. we didn't have any kids back then. so karen cramer, also my partner at the firm, some say my boss, said let's skip the beginning of the year entirely. let's go to the islands. let's go to st. johns until the war starts. all she wanted to know is when we would win. some thought it would take

months to win. others said a year. bogged down because of the strength of the iraqi republican war. i said soften them up with an aerial bombardment, lbj's attempt to make the backs of the north vietnam liberation army look like child's play. then we put boots on the ground and we bought back the iraqis, i would say in maybe a couple of days. she told me, get your stocks together that you like. we will buy the heck out of them. buy the heck out of them. get in a ton of co-options. margin the most we can. the moment our soldiers see the whites of the iraqi's eyes, that's when we're going to do it, and that's exactly what we did. on february 23, 1919, we saunderred into the office and used every bit of our buying power to put as much of our capital and goldman sachs's capital to work as we could. ladies and gentlemen, do not try this at home. five days later the smoke

cleared. cramer partners, up 28%. she said, all right, we're done. time it take out the catalogs, go to the movies, take long lunches. i said how long. now to moral of the story. how longer we doing this? until the end of december, idiot. we're lock it in. but i liked work. we just day-traded. took the summer off. had some good ideas in the forth quarter. did some good buying so we were in shape for 1992. funny thing, i tell you because here we are in 2012. rally, 20%. nasdaq is better. stunning 18%, people. i cannot stress to you enough just how amazing these numbers are. that's why i come out here every night and say, look, man, this is the real deal. i cannot stress to you how great they are. especially after the market is hideous. that's why i want to put new the shoes of all of the money managers who want it lock in

their gains so they can recatalogs, take the summer off, spend more time with the kids or binge view more cable shows. the performance for many hedge funds this year is superb. i think what we saw for most of the day was this exact phenomenon. why? because most of the profit taking is in huge winners. the banks, retailers, plus nobody seemed to want the oils to do any damage. they are kicking them out. of course, it is awfully tough to keep a fabulous market down. after the lock-in was completed. you saw an explosion in buying across the board. particular to china. china on plays. china on. remember, we don't believe in that risk on/risk off, some sort of yesteryear gibberish, except when people came on tv. at least interest rate cuts, in china, clearly somebody smells the chinese rate cut. maybe as soon as sunday night. take one of my favorite

companies, there to acknowledge leader in the mining. today, cut numbers, joy, as we put it in the trade. of course kecuts came from weakness. horrendous 20% decline. incredibly cheap natural gas. prices we're enjoying be enjoying, i mean, unless you're ultra pete or in which case you aren't enjoying it. it initially fell almost a dollar. then stabilized, then flew up and rallied a buck 60. along with jjc, simple for etf that tracks copper, yeah, that's china. all to the green. green early for the rest of the market. stock is heading down. only the oil and oil-related on the canvas from another two buck decline and crude off the pe

mo petroleum over obscene tark breaks although they don't seen all that pornographic to me. it is mystified. but it all makes sense when you look at the through the lens of the money-making business. mechanics of the business that many are in. just like i told that you monday was the day when underperforming took stocks up to increase their performance and bought outperforming equities to show client how smart they are. i owned apple. today was lock-in day for winners. the master. bottom line, winning portfolio manager particularly head fund manager he know when to quit when they're ahead. don't think the crimers are the only one to figure that out. the only one this morning is register ring filed but catalog funding. they could absorb this kind of selling and rebound from it. don't worry, winners aren't done with their lock-in. they have all day tomorrow to finish selling and i'll bet they'll tick it. i'm going to tom in florida.

tom? >> caller: tom from the florida panhandle. >> oh man, are you near the 98. are you going to red neck panama city with me. >> oh, i don't know. a couple weeks ago we had rate thrown out in ohio. 68% pulp generation. are these too much head winds. time to register or we have more room to grow? >> i'm always looking for 4.5 to 5% yield. i still believe that american power fixed that. i think they are descent guys and they will get through this and continue to pay a really good dividend. now to eric in north carolina. eric? >> caller: hey, jim. i'm a kwau drup let. so everything is competition, including our portfolio. with mosaic and pot ash, i'm

wondering why they are black. is mosaic a buy? >> i read notes today that were so positive in mosaics saying don't listen to their guidance. it was the guidance that drove things down. i think mosaic is a buy. i do prefer pot ash. i do think that's mistaken. i think have you a good point with mosaic. though again, i have to tell you, higher qualities remain the p-o-t. the power of quitting while you're ahead. i got to tell you, if people are locking it in today. hedge funds know it too well. you know what? they're not done. they will do locking in tomorrow. we'll be right back. >> coming up, state of gold mine? facebook, shopping, twitter. most things you do in your daily live are now digital. as more of the world communicates, a duluth of the world is. all this week, kramer is

putting your tweets on the air. tonight, jim's hitting the high seas. to see if one stock could begin a new voyage. plus, you're hired. is the recovery as strong as it's seen this quarter? tonight, kramer is getting the real employment picture. in his earnings ex clues wist ceo of paychecks. all coming up on "mad money." miss out on some "mad money"? catch a "mad money" text alert today. text mm to 26221 to get cramer right on your phone. for more info, vice madmoney.cnbc.com. or call us at 800-743-cnbc. choose control.

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i know these soggy openings, they can be discouraging. but when we get this action with price brakes in the morning, i like it pull back on my favorite big picture themes and do some buy, buy, buy, buying.

these are longer term trends that don't rise or fall with every tick of the s&p or dow. exactly the sort of thing you want it circle the wagons around, on what is a did so-so day, but there's some selling. sure enough, i open the paper this morning. what do i see? there's this article. page 2 of the new york times. new u.s. research will aim at flood of digital data. holy cow. that one of the hottest themes around. big data. >> what's big data? let me refer you to the story. thank you for the good definition as i have seen on wall street, quote. big data refers to the rising flood of digital data from many sources. including theed with. biological and industrial sensors. video, e-mail and network communications, end quote. can you buy all of this information from high computing tools that opens the door to all new possibilities.

now, the new york times piece was centered about how the government is using about $2.5 billion a day. they even know the term big date why -- it's the third line. big data. of course, a host of different federal agencies. there's been a huge deal in the private sector for a while now too. even though we talked about this trend before, i'm seeing ipos connected to it and tonight i ought to tip my hat to the times for calling attention once again to the terrific money-making theme. remind me that big data won't fire. it is especially important when the day-to-day ak in morning is getting real ugly and in italy, italian banks, spanish, the usual. now when we talk about big daddy here on money, we mean the company with with the technology to analyze and store this stuff. we are maybing money off the concept. everything helps companies deal with and profit from data overload. we have additional information that it is still growing strong

when cramer red hat -- whoa, just a sec. i always feel like sinatra here. the chairman. never mind. anyway, favorite red hat. leading provider of open source services to the enterprise report a spectacular enterprise last night. sent the stocks soaring $10.04. from 19.5% today. red hat knocked it out of park. it was incredible. delivering 31% billings growth, a staggering figure, even i wasn't expecting. i was so bullish of this one, i told to you boy bye it ahead. said it was the pick of the week. of course red hat is far from the daily. they have a strong business courtesy of the acquisition. mostly an enterprise software player on the periphery of big

data. however, if red hat customers are spending that much, that means they are buying tech to handle the explosion. my big data theme, remains amc. we own it from a travel trust which you can follow on the league, won twice today. fabulous. also a cnbc contributor. whether data protection security, emc, the place to be. plus, also, 80%, smoking hot virtuallization software play. that's the place for the data store server. rather than buy egg and operating nonvirtual machines. it saves corporationes a bundle on hardware. ton mention real estate and cooling expenses. that's very important. since these servers take up a lot of space and run real hot. now the emc has been on ak

acquisition. they picked up pivotal labs. a tool company whose product are used in big data applications. don't be daunted by the fact that emc is less than a point off. the stocks trading at a ridiculously low 14.7 times earnings. even though a long-term growth rate and i think it has more room to run. especially from red hat, which shows the mark set booming. seems like the docket that comes down with groucho. what else works? you can buy ibm. sirius, big data exposure. even though ibm is diversified consulting business, they have been moving into big data pretty aggressively. ibm is where to go to analyze it. that's why ibm is so strong. i think it understands the enterprise market bet are than anyone else.

they were pioneered twice in this world. i really realize the $208 share price in this one can be alarming. remember ibm plans to earn $20 a share by 2015. that's their 2015. and they are ahead of schedule on the plan. remember i tell to you divide by ten. even though ibm is flirting with highs, it remains high -- actually, it's cheaper. but it does have a 10.8% growth rate, not 15%. that's a small price it pay if ibm can generate the growth. i bet they can. finally be a big data play, more focused than these two. i'm willing to endorse dtdc. terra data. okay? terra data is a pure data warehousing outfit. warehousing lets companies quickly and efficiently analyze data stored on different

systems. fs a retailer could combine information about sales and find out what kind of incentives work for that customer. multiply that by the intier customer base. best of all, the company has arrrg, which is not a pirate term but which is accelerator revenue growth. which i expect on many from wall street who salivate for it. as the wp was spoking hot, fundamentals with a is too cheap to stay independent. the stock has given us 84% gain since then. hey, better than a sharp stick in the eye. there is 15% long-term growth rate. that's not too expensive when you consider the terrific quarter the company reported last month or potential for more exciting revenue growth. there are otherwise, all right. cloud data base software, that has been acting well. we know sap made a move into the in memory data business.

when the paper record tells us that big data is the future of technology, you better pay attention. emc, ibc,terron data. my favorite ways. sap, i know oracle will say, why didn't you. so oracle. oh, and thanks again to the paper that has all of the news that is fit to print. because a lot of it is fit to make money too. and before the break, i will try to make you more money. >> coming up, calmer watt sners all this week, cramer is putting your tweets on the air. @jimcramer hash tag tweets. see if one stock will make a any voyage. are we already feeling the facebook effect. take a look at the real reason behind the success after few recent ipos. the reason might surprise you.

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morning, that wasn't early. not just to prove that i'm hip and know how to use the new fangled social media sites that the kid can't get enough of, an exact target, good secondary. we are doing this because, believe it or not, many of the questions that come on twitter are incredibly insightful. they really give mae sense of where i should be going. plut plus, give me a thought of what you, the home gamer, are looking at. and it gives people like you, the tools you need, to be better investors. let me know if you are able to get in on any of the hot deals. it is vat vital for me for what i'm working on. this question sb hey, to me,@gym jimcramer. i think this that is a great,

albeit grammatically incorrect, queerry. both cruise lines have been under question since january when a carnival ship ran aground off the coast of italy's island in the mediterranean. tragic accident. 30 people died. nothing is more disastrous than the loss of life. from a business perspective carnival also lost a ship andity reputation suffered a black eye. this is known as wave season. a time when a large number of travels book cruisers for a year. you bet this scared off a lot of potential customers. carnival was hit hard losing 14% ofity value on the news since it was their ship. both cruise stocks have been rallying, which leaves me and now doubt, rick, my tweeter, is it okay to look at these companies here? a can we buy a stock like carnival

cruise less than three months after the disave thor? i think we can. i think we can buy it. that's why tonight's i'm taking the cruise lines out of the cell block and telling you that carnival, the one with the accident, is the one too buy. the reason, as you are dealing with this incident. as tragic as it is for family and friends who lost their lives, the truth is that accident fade away from consumers' mind and eventually things revert to normal. remember how people were afraid to fly after 9/11? eventually consumers got over their fear and took to the skies again. when it comes to the cruise business, you know i think we have reached the point where the worst may be over. when things get back to normal, since it is a two-horse race, a slap happy, when it is dominated by carnival and royal which was nearly three quarters of the market. the buyer stand for your high because it builds ships and that allows carnival and royal

caribbean it keep prices more elevated than you would have thought. secondly, carnival reported on march 9, it beats the streets estimates. even as they slash guidance because of the tragedy as well as the rapidly escalating price of fuel. these floating cities use a ton of oil. even though carnival is experiencing lower demand, they're not cutting prices. they are holding the line. that makes me think they know business is already coming back. they want it make as much money as possible in the throng of returns. carnival is bigger, down 2% year it doit. royal caribbean is up 17. most of all, carnival makes you wait for turn around with a yield. you know how much i like dividends. that's much higher than royal caribbean's 3.1%. the future will only get britter from here on out. however, when you are trying to call bottom, look at fundamentals, after severe decline based on bad news, it is not enough in this particular

case and in every case like that, to just think about fundamentals. when i see something like this which seems like it is dangerous, i also need to immigrate charts. in this kind of situation, you're basically trying to figure out if you're bottom fishing or trying to catch a falling nut. i love the fish. bought myself a boat this winter. but i hate it catch knives. though i did split my finger if half once, when i was whittling as a kid. i tried to hide from from my parents because i was afraid they were going to yell at me. so we talked to two different good charts. they both confirm the down side seems limited. first, check out this daily chart. from dan fitzpatrick. frequently on cnbc. fitzpatrick isn't in love with carnival, to be honest. but there are elements to the chart he likes. carnival has been building a base for the last eight months.

here's our bay babase, okay? at 29, that's pretty amazing, when you think about it. the concorda accident reinforced stock support trend, made the base stronger. it was a high volume washout that got rid of most of the weak. which has been acting as a ceiling of resistance above the stock. i don't like it wait, you know that, i like to get in ahead. but a chart is talking. once carnival closes above this, now at 33 is where the average is, more than a dollar above where the stock went out today. and he thinks the base will be complete and he will be a buyer. now he prefers royal caribbean. but as suggested, we are fishing for a bottom. look at this chart of carnival. different thought patter. talk about carolyn, she runs the

web side, and she earned a unique method. she likes the carnival, has been making higher highs and higher lows for the last month. that's what she's keying on. when she sees this pat pattern, she likes to buy on the next pull back. remember, we have talked about leonardo before. the medieval mathematician who repeats endlessly in nature and in the market. at least accord. we are not talking about nonmathematician, leonardo decaprio, even though "titanic" is about to come back out again in 3-d. the first zone is between $30.59. and $31.06 fots. right in here. second one is from 29.81 to 29.96. if the stock tests and holds either of these two levels, considering being a buyer. in other words, fits wants it to

go up to be a buyer. wants to go above that line. and carolyn want it to go below to be a buyer. that's interesting. we're splitting the difference here. my take, you can start buying now tp as it goes lower, can you get more aggressive. here is the bottom line. this is hit with horrible news. technicals as interpreted by fitzpatrick indicate the down side for the cruise lines is limited here. while our two charters prefer royal caribbean, i think carnival is the better buy, based on the fundamentals. really good management and juicy yield. you can take your time with this one, nibble on any pull back just like the one we got today. let's take calls, not just tweets, but some calls. let's go to charles in texas. charles? >> jim, this is charles in fort worth, texas. i want it say you inspired me to invest disney in the mid 20s. recently you said there is no

catalyst for the stock to go high perp a few monthes a i go, disney released the cruise shib cabin and hotels in 2013. there are pretty dramatic price raises. is this in tribute to the ben bernanke, is the glass half full or half empty? >> that's exactly what happened. and they can afford to do that. they have plenty of demand. second of all, with no can lift, i was thinking of "john carter." and secondarily, rates may be plateauing. but disney is okay. so i think you're okay. i think that disney is a descent stock. but it did run off a 52-week high after the bomb of movie. how about we go to mae in california? >> caller: hi, this is mae. i'm calling about -- i focus on trying to -- what do you think about it is time to buy?

>> i got to tell you, mae. i prefer, if you want chinese travel and this was sold too early. road it down, bought more, bought more. but the stock is the best. they're building a hundred hotels in china. all right, thank you for your tweets. keep them coming. cruise lines are hit hard. but it looks like it's time to tart with carnival. please, remember, everyone, good to @jimcramer. tell me if you were able to get into any of these. were you able to get into mm, ma lineal? let me no. give me the news. stay with cramer. ♪

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it is time, it is time for the lightning round. and then, the lightning round is over. are you ready? lightning round, start with larry. larry? >> caller: jim, this is big syracuse university, boo-yah. >> i'm liking that boo-yah, what's up? ways listening to judge wapener, i'm with him. let's go to dooeb in new york. debbie? >> caller: hey, boo-yah to you from new york. >> holy cow, i used to do go there a lot. what's up?

>> caller: how do you feel about ebix? >> good. enterprise software company. i'll see you and raise you with guide wire. gwre. which i think actually is even better. new software company just became public recently. now to ron in illinois. ron? >> caller: american realty capital trust. arct. >> you know what be i know you're not going to want it t.o. hear this. i know a lot of people are bummed out. look that dividend and pull the trigger. now to matt in new york. matt? >> caller: boo-yah from brooklyn, how are you? >> good. how are you? >> caller: i want your ticker on -- >> i like that, travel trust. i think it is terrific. to greg in texas. greg? >> caller: yeah. electronics ticker. >>o, bro, i think you ought to. i don't think there is that much there to recommend. may i suggest you should by

alergen. >> caller: venice beach boo-yah there. >> nice, used to drive my car there. it's beautiful. what's up? >> caller: nova gold is spinning out nova copper. splitting off their copper asset. any catalyst to get back in. >> i think that will create value but no one seems to like the stock. that's okay. no one like gold miners to begin with. let's keep that in check. and now, up to greensburg calling in the show. to herb in new york. herb? >> caller: yes, jim. >> herb, you'll do anything to get on tv. >> caller: wtx? >> that's a housing, and i like it very pch. people don't realize it is housing, but it does well and make a lot of money. i think it is the single best work. sigh how the journal picked it up today? herb broke that story. to robert in indiana. >> caller: boo-yah, jim, how you doing?

>> not bad. how are you, hoosher? >> caller: good. csx? >> i think is a slow road. i don't like the tocoal stocks d they ship a lot of coal. ladies and gentlemen, that's the conclusion of the lightning round. 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. 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.

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forget about the jobs numbers this morning opinion we have another plan, that sometimes i think is more important. paychecks. second largest payroll company in america. it was reported this morning, and you can take your cue from these guys, especially from small business, which is their bread and butter. it has a bountiful 4% yield. prefer to pick up small business formation or rate hike from feds sometimes down the road. any of these things can be fantastic for paychecks. plus, while i think it is foolish to be on the outcome, paychecks will be a definite winner if they end up overturning obamacare. it would spur higher rate in small businesses. inline quarter this morning and

reaffirm the guidance the rest of the year. more important the key metric checks per payroll improve for the eighth straight quarter. i see more about the company's prospects than the company itself. so let's check in with marty. the ceo of paychecks, to find out more about the quarter an where his company is headed. welcome back it "mad money." >> thanks, jim. great to be here. >> all right, sir. i feel like many of the analysts. we got excited because we see a lot of things that we like. we see that selling season looks pretty good. business, retention is getting better. yet i felt like almost all of the questions wanted you to be positive. you, caveated the thing, and you said, listen, not yet, not yet, not yet. is that a fair characterization? >> i think we are trying to be conservative. but with service revenue up 8%. sales up in the third quarter, first time in two years in mid

single digits. and the checks per payroll as you said, were flat really were up. but up the same as second quarter and we thought that was going to moderate. so maybe we're a little conservative on the call but we feel good about it. >> the reason i say that is you used the analogy that i wait hait to hear. companies that are not the biggest in the world. you said, it's a battle ship that turned them around. i think if you were a cruiser or destroyer, it is going to take a lot of time, won't it? now /*. >> you know, the battle shich moves pretty quickly. this is an important quarter for our selling but we want to be sure that you know, we're continuing to see those sales go up. remember, that the new business starts are still pretty flat, jim, and i know that concerns you. but they are still pretty flat but we have made up for it by finding other channels that will pick up, including against our competition, cpa referrals, you

know, we have been able to make up for the new businesses being flat. >> do you think that cpa referral business which was mentioned several times, is that working only during fax time? or can that be for your business? >> that's a full year for us. it's very important from the beginning of paychecks. we made a good relationship with our cpas, with our sales folks. we get referrales from the cpss and they close very well. we close those at a very high rate and we make sure we take care of the cpss client. >> morgan stanley does not like their stock. i want it quote, first sentence here. following another inline quarter, this suggests recent underperformances will continue. and they add without material improvement interest rates or business formation, we see few catalyst moving higher as third quarter result were largely inline with consensus. i think you gave us plenty of

reason, away from interest rates and new business formation on this conference call. . >> well, i this so i too. we're high on the stock obviously. proud of the employees. we got great service results. sales picking up in this quarter. and it's our important selling season. wef got new product rolling out. we've add single sign on for r clieent to reach our product and we have android and a smart phone app coming out. i feel very good about it. it is a tough environment but i think we are finding ways around it to grow the revenue. >> in one of the questions that, talking about the 800 million on the balance sheet, might be close to a billion dollars. then you talk about, well, have you a capital allocation here. have you a lot of money in cash. it seems like you could return more of that to the shareholders than you already have. >> we could. we like it stay very flexible on acquisiti acquisitions. we have been pretty active in the last year and half for us. sure payroll got us into the market for do it yourself payroll providers.

e-plan which helpsness the 401(k) business. which we are number one in already. and we acquired a small time and attendance company in the last quarter. we will obviously discuss it with the board. whether there is buy backs in our future. but certainly we like to keep very flexible on acquisition buy the business. >> my friend, larry kudlow, i know would he would ask, why didn't you ask this, are start-ups with a big driver for small businesses? >> i don't think it helped any. consumer confidence is the number one thing, you know. until people start buying more goods and services and get more confident, businesses won't start up for expand. but i do think regulations are hurting them a little bit. on the other hand, i would say in this business, regulations sometimes help more people to decide to outsource their payroll to expert like paychecks. so i think it does go a little both ways to be honest.

>> one last question. as someone, as you know, a client of your firm, i worry about the supreme court. if they sayity's fine to obamacare, i have to figure ou how many people on my payroll can i continue to have because this will be a step-up. this must be very important to you as sometime you got monitoring pretty closely, aren't you? >> yes, we are. our health and benefit revenue is up 25% over last year. this is a great business for us. we also got back up plans that if something continues with the health reform, if it continues on path it's on, we'll have another plan. we are the expert and have payroll data to help people make the right choice in health care. i think we will see 20% growth continue in that insurance business, that's for sure. >> that would be terrific. marty, thank you so much for coming on the show. >> okay, jim, thanks for having me. >> i disagree with morgan stanley. i i think there are many moving

parts going for you. but i do agre if interest rates go up and we are in formation this stock will yield 3 or maybe 2%. that's not because they cut the dividend, it is because of stock appreciation. stay with paychex. stay with cramer. multi-policy discount. paperless discount. paid-in-full discount. [yawning] homeowner's discount. safe driver discount. chipmunk family reunion. someone stole the nuts. squirrel jail.

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when you look at the ipo market, are we witnessing the big institutions trying to pave the way it get shares for the facebook. when i see the strong demand for the deals we have seen this week, it makes me wonder if

mutual funds aren't saying okay, i will pay with all of the ipos, like cafe press, hardly a tech company, if you just give me a chance to get some facebook down the road. put in for demand where exact target with money media and hold on to it. you're earning your ticket for the main event. the facebook ipo now on track for may. to me, at least the fact that mutual fund are most certainly not flipping any of the deals, because they go up so much, represent the effort that these concerns are holders an investors, not traders and flippers. [ gunshot ] so maybe it'll do the same thing for facebook. it it is big cahuna deals. big runners for face babook want held on.

this is totally hot deals that give these investors a leg up on others in the facebook lottery. oh, i was going to show you my mega millions ticket but then you would know what number i'm playing. why does this matter to you? one of the side benefits of the whole process is that the ipos themselves perform much better than you or anyone would expect because the usual flippers are absent. they don't want it flip because they want facebook. everyone is on their best behavior to get a peace of the hugely profitable pie that might be the largest of all time. i think it makes it empowering for you to get in on the deals. especially because many of them are not thought to be that hot, at least going in. take a look at annie's. the chatter wasn't aheat of ipo. stock was available for home gamers and for mutual fund. meaning you would have gotten in on a deal that almost doubled right out of the gate. the fact of the cafe press,

tells me that facebook is most certainly game on. other words i wouldn't have expected a pop on this one. priced above the expected range and still jumping 14% at opening. if people are willing to buy and hold nontax someone nonpro proprietary like cafe express. the earnings aren't making that stock red-hot. consider this your green light. at least until facebook becomes public in may. numerous institutions on their their best buy and hold behavior to express the book runners in the facebook deal. i say enjoy it while it lasts. let me know if you are table get in on these deals right now. give me the personal skinny of your attempt to get your share of the great wall street give away. stick with cramer. next on the kudlow report, ken tells # keeber tells us why

wr is the best place it buy in america. we get to the bottom of it all, "the kudlow report" is next. ♪ when your chain of supply goes from here to shanghai, that's logistics. ♪ ♪ chips from here, boards from there track it all through the air, that's logistics. ♪ ♪ clearing customs like that hurry up no time flat that's logistics. ♪ ♪ all new technology ups brings to me,

that's logistics. ♪ [ artis brown ] america is facing some tough challenges right now.

two of the most important are energy security and economic growth. north america actually has one of the largest oil reserves in the world. a large part of that is oil sands. this resource has the ability to create hundreds of thousands of jobs. at our kearl project in canada, we'll be able to produce these oil sands with the same emissions as many other oils and that's a huge breakthrough. that's good for our country's energy security and our economy. seconds away on the kudlow report, how does the president's bashing and taxing oil improve our nation's prosperity? plus, can i get a romney endorsement from senate gop leader mitch mcdonnell who joins me exclusively tonight. >>