reduce your exposure. >> i agree. wait for the price of options to come in, look at the spy, look to spread into the trades. >> mike? >> consensus. i agree with my mission is simple. to make you money. i'm here to level the playing field for all investors. . there's always a bull market somewhere, and i promise to try to help you find it. "mad money" starts now. 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 coach and teach you. so call me at 1-800-743-cnbc. sometimes, not very often, sometimes, the market has something for everyone! ♪ hallelujah >> today we got four gifts for the bulls with this morning's very weak nonfarm payroll

employment number. it's a reminder of how fickle and split the audience of stock players really is. first, it was a truly great day for all stocks. the dow climbed 166 points, s&p gaining 1.33%, nasdaq falling 1.69%. >> that was easy. >> something that probably makes the uninformed feel like the market is truly a heartless beast. how else can you interpret this rally on the backs of the unemployed? as countries simply didn't create as many jobs as we hoped, 113,000 last month, many looking for a number 50% greater than that. how can investors be cheered by this figure? first, we're always glad whenever we put a huge number like this employment number behind us. something you know as my big bad event theory. where buyers are happy a number is behind us, rearview mirror, giving us some certainty for a bit, at least, that's gift number one. gift number two, some investors now think the economy is weak

enough you have to wander back into the classic growth stocks. namely companies we like like priceline, celgene, netflix, three of our favorites. these companies can keep growing in a slowing economy. that's when the stocks shine. gift three. when the economy is this weak, many investors pile into the bond market that sends prices up and therefore yields go down. they're worried that earnings will be weaker than expected because of the employment number, and they want safety. that decline in bond yields makes the higher yielding stocks, the drug and consumer product companies, as well as the higher yielding master limited partnerships, more valuable. and there was a rush to grab many of those. of course, lower interest rates means lower mortgage rates. so the housing stocks got a nice boost, too. final gift, many investors are willing to dismiss the weakness entirely and view the employment number as abhorrent weather. in getting rich carefully, i write one bad employment number

can be dismissed, but when we get two in a row, you've got to start worrying about stocks. however, judging from the buying and cyclical and retail stocks, there are plenty who don't believe the economy is slowing. and the process of retail sales are just distorted by the inability of the country to handle so much weather dislocation. so in a totally anomalous situation, they reach for trucking metals, machinery with gusto. and oh, by the way, oil over $100, went for those, too. there was something for everyone today except sadly the unemployed. so now that the market's in a gift-giving mood. let's see what we have for a game plan for next week. first up on monday, earnings from two stocks swimming in the tide of the seven big multi-year themes i outline in "get rich carefully." the desire for americans to stay healthy through eating organic and more natural foods, represented by annie's, and the bountiful renaissance of oil and

gas, pioneer natural resources. a company told us right here that it is sitting on the second biggest oil field in the world in the permian basin, texas. maybe we get more documentation that will send that stock flying, particularly with oil over 100. tuesday begins one of the most important conferences of the year called the goldman sachs tech conference. and historically, this conference has marked the seasonal peak in tech stocks. however, with the internet taking center stage, you don't get that kind of seasonal pattern anymore. instead, you get a lift in the whole group. i want you to look out as adobe, google, and qualcomm will be starting their stuff. keep an eye for the presentation on wednesday. i think another big move is coming. who knows, maybe we get new insight to the new ceo. we also get more information on cvs caremark, more on that decision to kick tobacco out of the stores. as well as we hear from trip

adviser which rallied seven points. while i adore trip adviser, i don't know if it can maintain this altitude after that spectacular run. wednesday, i'm calling it disappointment day. we can expect to be disappointed by deere. why do i say that? remember the downbeat performance earlier this week? we really have to question the notion that this time could be different. and we need to be prepared for less than robust figures from mondelez. if any of these say anything good, you can expect a sharp move higher. that's how beat down the expectations have become. when on the other side of the equation where the expectations started getting better, whole foods. investors are betting that the disappointing last quarter was an aberration and that things will snap back nicely after the company lowered the bar with the previous quarter. all i know is the organic and natural super market chain i

told you to avoid, fairway got crushed today. you've got to go with best of breed companies like whole foods. thursday, we get to hear from a company that a lot of you are asking on twitter, and that's pepsico. this stock has fallen and fallen hard of late. and i think that stinks of opportunity. i bet the company has enough good things to come, we can see up from these levels. i'm a tad bit worried about another one i've been recommending. the organic and natural play whitewave foods. it's been a gigantic win for us. we've noticed a huge spike in almond prices. oh, here's another one worth watching that i haven't liked. cliffs natural, an activist fund trying to shake up this huge iron ore producer. you can expect real fireworks next week, genuine agitation as well as a plan that management were to endorse sending cliffs sharply higher. i bet it becomes a major focus of this market next week. and you know what, it's going to be for the good of the

shareholders. finally on friday, we get the answers to a question so many of you have asked. how well has vf's corp. done? one of my bankable ceos in "get rich carefully" has done a remarkable job that i would put half a position on any one of these days the stock is down, and then if it gets hit, buy the other half. you don't buy vf for the quarter, people. you buy it for the tenure. the tenure of a proven moneymaker. the employment number has given us something for everyone. and i bet the positive news bleeds into next week where there's plenty to feast on, including many beatdown stocks with real. brought on by two things we can't help that have been a tremendous hindrance, the weather and the heinous federal government. can i go to chuck in missouri, please? chuck? >> caller: yeah, jim. this is chuck. i've got a question about

peabody coal. i've been buying it on the drops. i know their contracts probably aren't up until june or something. do you think i'm beating a dead horse? or do you think the stock is -- >> i don't want you in it. maybe it bounces because it's true natural gas, briefly over five and they can switch to goal. we had aep on, the epa is shutting down coal in this country. shutting it down. and as bountiful as china's coal market is, i don't think the australian operation is going to make up for that, sir. i don't want you in that stock. david, please? >> caller: hey, jim, a florida seminole boo-yah to ya. >> yes. what's up? >> caller: the wife and i love your morning segment. you keep calling david in stitches and us, too. your facial expressions, jim, crack me up. if you ever get tired of picking stocks and writing books, you could do stand-up. >> i'm going to give it a shot.

thank you, sir. thank you. >> caller: yeah. the stocks i'm interested in, number one is i've got holdings on nxp semiconductors and it's been on a tare. should i take half my gains off the table? >> well, it's been monster good, better than qualcomm. you know what, it wouldn't be so bad to take some off. the stock is up huge this year. but it is a great company in the sweet spot of mobile, social and the cloud, and that's a pretty good place to be. thank you for the great comments, and i miss tallahassee every day. i loved it down there. matthew in new york? please, matthew? >> caller: boo-yah, cramer. >> boo-yah. >> caller: well, i love the show, it's very entertaining and informative and a big help to the individual investor. >> thank you. >> caller: calling in today because i've been a shareholder of level three communications for four years now and finally seems they've turned the corner and starting to make money and become profitable, up 16% in the last few days. i wanted to get your take. >> you're absolutely right. i was thinking, oh, boy, can i

recommend level 3 because of the incredible numbers? it was instant, though, it went up. but you know what, this company is back, and i think it can keep going higher. i really do. the market had a little something for everyone today. i expect the positive news to bleed into this week. plenty to feast on. don't forget. if cvf comes down before friday could be a good one. coming up -- wall street pacemaker? while this up and down market puts hearts through the wringer, st. jude medical has been pumping out steady gains. cramer's giving it a check-up. and later, bad trip? hospitality play beat the street. but its out work made investors want to take a vacation from its stock. is now the perfect time to check out its accommodations? cramer talks with its ceo. plus, add to cart?

the wrap on retail is more consumers are shopping online. but if the move is true, how do you play the shift? channel adviser uses cloud tech to put merchandise in the right spot on the web. should you be clicking buy? all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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even get 3 years interest-free financing on tempur-pedic. keep more presidents in your wallet. sleep train's presidents' day sale is on now. five weeks into the start-up, it's looking like a not so hot new year. want to know what's been hanging in there for 2014? how about st. jude med, the maker of cardiovascular devices like pacemakers, vascular plugs and heart valve replacements. even though st. jude worked 72% higher last year, the stock hasn't given up any gains in the

rocky period. it's up very slightly for the year thanks to $1.50 or 2.5% move higher today thanks to the annual investor day. i like st. jude up here. the company controls about a quarter of the cardiac rhythm management business called crm and a terrific pipeline of new products including the first ever noninvasive pacemaker planted without surgery in clinical trials. equally important, st. jude reported 2 1/2 weeks ago and the results were pretty darn good. the headline numbers were okay. a one cent earnings beat off a 98-cent basis with inline revenues and inline guidance. these figures would have been more impressive if st. jude hadn't raised the guidance less than two weeks before it reported. beneath these headline numbers, there were positive developments. for example, the company took 50 basis points of market share in this crm business and talked about how new product launches coming and atrial fiblation that could boost stocks. i think there's more room to run. let's take a closer look with

daniel starks the chairman and ceo of st. jude medical to hear about more where the company's headed. mr. starks, welcome back to "mad money." >> hi, jim. >> thank you so much for coming. this is so great. >> oh, it's my pleasure. >> we're talking about a device that's revolutionary. >> yes. >> and i have to believe it involves technology that we've never seen before. >> you're right. >> can we take a look? >> yes. >> this is the nano, right? nano technology at work. >> yes, that's exactly right. it's a new battery, a new electrical circuitry. it's really completely revolutionary. this is a device that can be attached directly to the heart. it has a life of as long as 19 years depending on the amount of pacing that's required by the device. and we think it really has -- >> you contrast it with the current? >> yeah. what i have in this hand the current state of the art. and in my other hand here, the

new revolutionary device. the smaller device does absolutely everything this larger device does. you can see that the larger device has a connecting wire that threaded through part of the body and into the heart. and with this revolutionary device, does not even need a connecting wire. and so it's -- it does not leave a scar. >> why would anyone use any other device after this? >> well, you're asking the wrong guy, jim. and the reason i say that is in an entirely positive way i'm very biased and we think that as this new device comes into the market as the experts in the field get more experience with it, we think there is not a reason why a person would choose a device other than this new one. and we think this stands to revolutionize the field. >> absolutely. now fda, it's a first half issue? 2015? >> well, we're just now -- we're not sure -- >> okay. >> we're just now introducing

this to the market in europe. and we are in the middle of our pivotal clinical trial here in the united states. >> right. let me understand, you guys are back and forth. it's a very dog eat dog world. but i've always been waiting for the so-called magic bullet, something to happen. isn't this it? and the other guys do not have anything i can tell. >> well, we're clearly ahead of everyone. >> right. >> we think that some of the competitors in the field will not be able to follow. >> right. >> we think that one or more competitors over a period of time will follow with a version of this kind of technology. so we think it will still remain a very competitive market. you know, the key, though, is all of this is going to be very good for patients. >> yes, let's talk about time in hospital versus not. average number of doctors, average cost of a procedure. what do you think it's going to come in. >> well, i hesitate to offer that data. >> okay. >> until we have completed the -- >> fair enough.

>> but i can tell you that we had first implants with this technology in great britain just in this last week. the implant time in the hands of that particular physician were eight minutes. >> oh, my god. really? >> yes. >> eight minutes. no chest crack, just, bingo. >> just a catheter threaded up through a blood vessel and that's it. >> the other thing you're trying to break ground on that, again, has been incredibly difficult is renal denervation. you've got something. apparently it's -- many have failed. why do you think this time could be different? >> well, our device and our approach already has generated very positive preliminary clinical evidence. that's the reason we think we can be successful is because so far we have been. >> and this is hypertension which millions of people have. >> yeah. millions of people.

we think -- but we're not targeting this device for everyone with hypertension. we're targeting this device at this point for patients who do have blood pressure medicine but don't respond to it and don't get better with it. treatment resistance, but that's still -- >> that's a gigantic. >> huge. >> we know it works, we know if people go to the doctor and get the prescription, they can lower it. but it doesn't work for everybody. >> that's right. >> and there is an alternative, the biggest cause of preventable deaths in the country. >> that's exactly right. >> and you've got it. >> well, we're working on it. >> okay. >> this is pioneering work. and with any pioneering work, it's always -- investors should always keep in mind, it may turn out it doesn't succeed. so, you know, this is -- we're not suggesting to investors that they count on this as a growth driver for st. jude medical today. and that's what you saw in the investor presentation. >> right. >> we're saying this is an area we have initial work in, we're

very optimistic about it. >> opportunistic for the opportunity. >> right. >> ridiculous excised tax put into your industry. that has to come out of somewhere. did it come out of r & d? the shareholder? you can't take a tax -- if you tax me on sales tax or income tax, i'm going to spend less. >> that's right. >> everything had to get hurt in your industry because of this ridiculous tax. >> it did. the tax is bad policy, doesn't make sense, unintended consequences. a number of people that are in the public discussion really are not fully tuned into the unintended consequences because it's ridiculous. and it has an impact on our global competitiveness. in the small picture, people really have the wrong kind of analysis. in the big picture, we're a global organization. 54% of our revenue comes from global markets outside the united states. we're a huge exporter, we export the medical device business, exports about $36 billion a year. it's one of the real bright spots for corporate america and

balance and trades and all that. and this is just a burden that does not add value to our portfolio or to our competitiveness that reduces the resources we have available to compete against companies from other countries. >> not crazy about the government in this particular case. it's one of the worst things i've seen them do during this era. well, thank you so much. daniel starks, chairman and ceo of st. jude medical. this is game-changing technology, and this company has it. stay with cramer. coming up -- bad trip? hospitality play wyndham worldwide revenues beat the street. but made investors want to take a vacation from its stock. is now the perfect time to check out the accommodations? cramer talks with its ceo. ♪ ♪

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♪and boots and pants and boots and pants♪ ♪and boots and pants... voice-enabled bill pay. just a tap away on the geico app. ♪ huh, 15 minutes could save you 15% or more on car insurance. yup, everybody knows that. well, did you know that some owls aren't that wise. don't forget about i'm having brunch with meagan tomorrow. who? seriously, you met her like three times. geico. when a company with a long-term fabulous track record stumbles, sometimes it pays to give the management the benefit of the doubt using any pullback to buy the stock into weakness. and that's how i feel about wyndham worldwide, the number one developer of timeshare properties as well as the number one timeshare facilitator and also in the hotel business franchising over 700 hotels. now, wyndham just reported this morning and the results failed to impress some on wall street causing the stock to plunge

$2.04 or 2.8%. before we dive into the numbers, i wanted to take a moment to highlight this company's recent history. if you bought them five years ago, you now have a 1,170% return. say you invested $5,000 back in february 2009, as long as you reinvested the bountiful dividends, your position would be worth $63,500. that's a tenfold gain. not only is the company extremely well run, but wyndham ceo steve holmes is one of the most shareholder friendly executives around who believes in big consistent dividend boobs and buybacks. so when wyndham reported this morning, the company delivered inline results meeting but not beating wall street's estimates, keeping guidance at the same level rather than raising it. the company got slammed and people had gotten used to wyndham beating a beat and raising kind of thing. i think this is a pullback. this time by 20% bringing the yield up 2%, the company has a

terrific history of buying back stock. >> thank you very much, jim. >> thank you so much. >> i think this is an opportunity, but i want to be sure i've got my ducks in a row. deutsche bank, smart analyst recovery, we expected wyndham because it's typically a beaten story. and they said that results were in line, but that the fundamentals were relatively weaker than expected. i've gone over the quarter and did not see it that way. but maybe we have a response to this gentleman who is pretty good. >> no, there's a lot of great analysts who follow us. and most are extremely supportive and understand the story well. we did have a great quarter. operationally, we performed as we thought we would. actually, a little bit better than we had in our own planning. and i'd rather be here yesterday

when the stock was up $2.50 than when the stock was down $2.50. >> that's important for people to remember. because there are hedge funds who are so-called gaming your stock because you've been so predictably beating and raising. and you were a victim of your own success. >> that could be part of it. and we don't try to play a game. we don't try to put out something and beat it. we tell people what we think we're going to do. and if we can outperform it, that's our goal, drive people towards. if we can, we're going to do it. but we're going to tell you what we think we can do based on the facts and circumstances we have. >> last night, we saw something rather remarkable from apple. first time since steve jobs you saw excitement. i happen to like the products very much. but you saw tim cook do what you've been doing for a long time. you are opportunistic and aggressive when you do your buybacks. that's what apple's saying they're going to do. this kind of decline, is that when you say, you know what, we have this spare cash. if this thing keeps going down,

we're going to take advantage of it. >> well, clearly an opportunity like this is a buying opportunity for everybody, not just for us, but shareholders who have been in the story for a long time and want to take advantage of a soft spot that shows up. we started the day down quite a bit, recovered by the end of the day. it's not -- and recovered to where we were on wednesday night. so it's not -- it wasn't a huge drop. but, yes, it becomes an opportunistic time. >> excellent. now, we had an employment number, i'm so glad you are on because payroll showed no -- there were not a lot of jobs being created. you probably have as good of view of what people do with their vacation time as anyone, maybe the best in the world. are you seeing a slowdown? >> no, we're not seeing a slowdown. not seeing a slowdown in what we have as our more advanced booking businesses, like rental business. rental business in europe, which is a huge business in europe. it's about about third of people's travel or done through rental properties in europe. that business is doing very well starting off the year. so europe, which has been a soft spot for some time seems to be

starting the year a little bit stronger. and the u.s., u.s. travelers, leisure traveler has been out there traveling and continue to travel. so, no, we don't see a weakness. >> how about obamacare as a problem for hiring? as a problem for trying to figure out what people want to do in terms of building new hotels? >> well, we built it into our planning, it doesn't impact us at all. for the smaller businesses that are trying to build hotels and hire people, it does come into their thought process. i hear it from them when they're talking about building hotels and what does it mean to them and what will their cost be? i think unfortunately, it probably means they understaff a little bit to cover for it. i haven't heard yet it stops people from doing projects, but it may change. it's interesting, ends up having a negative impact on employment. >> right. reverberates. >> they seem to be adjusting well. >> one of the things that bothers me, is the guys -- we had them on the show. terrific company, home away. they've got a $3 billion market cap, you have a $9 billion

market cap. you basically could do what they do, you know, probably build out the website in six months. why not go against them or buy them? >> well, two different questions there. actually three questions. one is we have a different model. our model is the managed rental models. we actually help people who own homes and want them to put through a rental distribution channel. we help them soup to nuts. we help them with the management of the property, the pricing they should be doing and then distribute their product. it's not a listing model. home away is a listing model where you as the owner of the home put the product online, deal with joe consumer, collecting the money from joe consumer, getting joe consumer the keys to come stay at your place. and then hope everything's okay. it's a great business and terrific business. >> but you could -- you just don't like the business? you know you could dominate it. >> well, we're not an internet company. >> you do a lot of good stuff on

the web. >> i don't know we'd do it as well as somebody dedicated to that as their sole function. we're dedicated to providing a great service to the consumer who is staying in the units. when we have a storm roll through the u.s., we know it's going to get hit by a hurricane or some awful storm, we're proactive, we call them and say you're not going to get your vacation place, but we have a place in the smokey mountains if you want to redirect. so we're helping the consumer. and that's why these businesses we've had in europe and businesses that have been there for 60 or 70 years. they are incredibly resilient. we did well during the downturns. it's because there's a consumer belief we're going to do the right thing for them, so they keep coming back. >> and there's a stockholder belief that you're doing the right thing. and people should remember you did a huge dividend boost and the yield is low only because the stock's been such a remarkable performer. and i'm looking forward to being -- to interviewing you on april 10th for a fundraiser. we're going to talk about the future of college and business

and college. and i think a lot of people feel that college isn't a good value probably want to hear what you have to say. >> higher education is important for our country and our economy. we need to support higher education. >> and of my friends other than ken langone, supporting higher education are hard to find. guys, you're looking for a stock that was down on an up day because you want a bargain, i'm telling you, this is the one. stay with cramer. here's a word you should keep in mind "unbiased".

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it is time -- it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, play until this sound, and then the "lightning round" is over. are you ready, skedaddy. time for the "lightning round"

on cramer's "mad money." alex in california. alex? >> caller: hey, jim. thank you for everything. my stock for you for your expert opinion is on lionsgate, lgf. >> it's good, but played out, frankly. i think there's better fish to fry. i would prefer disney at 75. can we go to robert in arizona? robert? >> caller: boo-yah, jim cramer. >> i like that. >> caller: from arizona. sunny arizona. i love your new book. and i got a question about ctrx. >> you know, it's pharmacy benefits, i will be in arizona next year at the super bowl because i have to get my tickets now because everybody else in philadelphia's going to take them ahead of me because, of course, we are in super bowl xlix. let's go to keerthan in texas. >> caller: boo-yah. we hope to see you some time on campus. >> we were there, we loved it. my buddy, natural and organic.

>> caller: my call is about solar winds, swi, i bought the stock around $31, i want to know what you think. >> well, it's a local company for you. sounds like you know it better than i do. i like the company, i'm a salesforce.com guy. but you know, i like the company very much and that natural organic, that was just designed for the industrial food information bureau and my friend buck marshall. let's go to steve in missouri. steve? >> caller: boo-yah, jim. >> boo-yah. >> caller: how about cvrr. >> no, man. we had marathon the other day. we like marathon going down that path. they're good growth refining company. and we're going to jeff in california. jeff? >> caller: hi, jim. a big boo-yah from california. >> wow. what's up? >> caller: cheniere energy. >> i like that company, i'd like to digest that move before i say compound it. because we liked it first at $8.

and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. oh, let me start again. let me start again. i say on the one hand, on the other. >> on the one hand, there's yelp -- on the other hand there's twitter. dan in wisconsin, dan? >> caller: we love you here in wisconsin. i love "get rich carefully." >> signing tomorrow night, union square, barnes & noble 7:30. >> i want to let you know, i got your book "get rich carefully" and i'm very happy. >> thank you.

i wish you could be here for the signing tonight. >> when are you coming to detroit so i can get my book autographed? >> well, i wish i could. i was signing books last night. couple more signings. they've got me chained to my desk. can you imagine? forgot my rockports today. i'm sorry, go ahead. let's go to mike in connecticut. mike? and i didn't do the mike, mike, mike joke because nobody liked it. mike? may i go to mike mike mike in wisconsin. mike mike mike in georgia, mike? mike in louisiana, please, mike mike mike? >> caller: hey, this is mike. >> mike. five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor.

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tire rotation, brake inspection and more for $29.95 or less. get a complete vehicle checkup. only at your ford dealer. right in the middle of a huge long-term secular shift in the way people shop with more and more consumers buying things on the internet and fewer of them going to the mall. and with consumer spending increasingly moving online, company that can help businesses move merchandise on the web stands to be a major winner. here's a cloud-based software as a service company, part of the holy tech trinity of social, mobile and cloud. i write about so adoringly in

"get rich carefully" that helps retailers optimize and expand online sales across multiple web-based channels, especially third-party marketplaces like amazon, search engines like google and comparison shopping sites. and a retailer might be moving merchandise across hundreds of fragmented sites, the platform makes it easier to manage across vary channels at the same time which helps online retailers sell more products. all about helping business become more efficient or more profitable. this one's no exception. reported last night after the close, company delivered a smaller than expected loss on higher than anticipated revenues, number of customers up 390% year-over-year. while the guidance was solid, it could be conservative. one caveat, small company, $930 million, epic run. channel advisers up 41. plus a terrific 48% return since we last spoke to the ceo back in august, including a nice 3.6% move today.

perhaps it's got more room to run. that's why we're taking a closer look with the co-founder ceo of channel advisor. welcome back to "mad money." >> thanks, jim. thanks for having me. >> thank you. you -- i loved -- just loved your conference call. one of the things it made me feel is if i was going to be a retailer and had to go into the complexity of google, amazon, ebay, i would have no idea what i'm doing. even good businesses don't, do they? >> e-commerce is changing at a tremendous pace. and every one of these companies, ebay, amazon, google, coming out with new offerings for retailers and hard for retailers to keep up. we integrate through apis and give the retailer a dash board for managing all those channels. so they don't have to use their scarce i.t. resources on implementing them themselves. >> groupon's a customer, walk us through what a customer who is a

sophisticated customer and upscale products can do when using channel advisor. >> sure. let's pick a brick and mortar to give you an example. someone like saks. >> get their catalog. great-looking catalog. >> they're all investing in their ecommerce sites. they go to a company like ibm, oracle, implement their website, and then they work with channel advisor to get their channels out across the internet. and typically we'll start with one solution. and this example, saks used just for comparison shopping engines. wanted to be on shopping.com, shopzilla. they were so successful there, we helped them open up an outlet off saks on ebay, for example. so what happens is consumers are shopping out there across the internet, don't just come to your website. our software helps you get in front of those consumers and bring them to your website for search and comparison shopping or sell to them through ebay, amazon, groupon, places like that. >> that's interesting, i know i've been waiting for a big

buildout. we think that's a great brand and always want to have -- we like the tanger factory outlet. but you are the internet version in terms of trying to get the product out there. >> we are. like the distribution channel for helping folks connect. >> a lot of times, people will say, you like these guys, what makes you like them? i like key metrics. and sounds like the metric i should be looking at are net customer ads. is that how we should be grading channel advisor? >> when we did the ipo, the thee s thesis was to accelerate revenue growth. that's what we're all about. >> sure. >> and in doing that, we said we're going to report on two metrics, customer ads, which is what you mentioned, and added 140 customers in the quarter, which is up over 300% from last year. but also, we have a suite, and like the saks example, we'll start with one solution, add multiples and charge a percentage of sales.

>> right. >> so our average revenue per customer went up 9%. you kind of end up multiplying those together. if every customer's paying you more, you're adding more customers. >> some people on the conference call warning about expenses. you say something -- your cfo says that sales and marketing expenses going to continue to grow at a faster rate than revenues. why isn't that dangerous? >> we're able to measure. we know the recurring revenue that every sales rep generates. we're able to do cohort analysis of every sales rep, every customer we add and look at the profitability and understand and know that we're getting a really good return on that investment. >> so -- >> we're not just throwing away money willy nilly, making a concerted effort. >> return on investors. google has advertising and google plays every single side. it's not switzerland, they want your dollar. they want your dollar. why doesn't google say, you know what, we can do channel advisor,

too? >> in fact, every one of our partners has a free offering. so, number one, they are not switzerland, we are. so it's a bit of a fox in the hen house. number two, google never helped you on ebay or amazon, ebay will never help you on amazon or google. we connect to all the platforms and not just google. so, for example, you can find -- if you're doing this product listing ads, for example. our customers can control exactly what product ends up where. if you leave it to google, they'll frequently pick what's going to make them the most money. >> howard schultz recently issued a letter where he said, listen, the mall secular decline, it's the internet. from all these different retailers, is the mall in secular decline? >> it is. i see the same data that howard. shopper tracks when i track. and they said the foot traffic's down 40% from 2010 to now. so where retailers are investing money is online. and starbucks has really led the

charge with e mobile payments they have and those kinds of things. >> would you ever work with them for mobile payments? >> we'll have to see how that plays out. >> i know howard wants to try something big. >> apple's coming into mobile payments, all these companies, a lot of shifting out there on how that works. one of the things that's interesting, and this is around ebay. it's hard to have a payments business without a marketplace because the two go together. so when we hear apple working on potential mobile payments, we think maybe a marketplace there. that gets us excited. imagine a store on your phone that's connected to your pay by your thumb. and all our retailers are going to be there. and because we have over 200,000 retailers. >> again, if you read the conference call, you will understand how crucial they are to the whole process of what is probably the fastest growing part of retail, online. stay with cramer. for retirement.

but when we start worrying about tomorrow, we miss out on what matters today. ♪ at axa, we offer advice and help you break down your retirement goals into small, manageable steps. because when you plan for tomorrow, it helps you live for today. can we help you take a small step? for advice, retirement, and life insurance, connect with axa. for advice, retirement, and life insurance, a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional.

would you trust me as your financial advisor? i would. i would indeed. well, let's be clear here. i'm actually a dj. [ dance music plays ] [laughs] no way! i have no financial experience at all. that really is you? if they're not a cfp pro, you just don't know. find a certified financial planner professional who's thoroughly vetted at letsmakeaplan.org. cfp -- work with the highest standard.

there was one line in apple's otherwise fine earnings conference call a few weeks ago that really wrangled me. he said, so we're a big believer in buying back the stock whether the stock goes up or down. i read it and i said, huh, up or down? what kind of buyback is that? i'll tell you, he was describing some mindless autopilot buyback when you give the buyback to the broker, tell him to purchase 500,000 shares every single day.

best averaged price possible regardless of whether maybe the stock's screaming that day. that's the kind of lackadaisical buy back, and whenever i'm given a chance to help are a repurchase program, i advise to do the opposite. i always told people, buy back stock opportunistically and aggressively when it's plummeting! waiting for those absurd moments when people don't realize how well your company's doing and they sell the stock willy-nilly because they're acting we motions, not brains and haven't thought about what they're doing. apple must have listened because in the last two weeks, it bought back $14 billion worth of stock into weakness. yes! and it's done so to quote tim cook, in a way that's aggressive and opportunistic. and why did cook do it that way? in his words, it means we're betting on apple. means we are really confident in what we are doing and what we planned to do. we're not just saying that, we're showing that with our

actions, to which i say, bravo. here's a company that truly believes the action in the stock is ridiculous. those prospects play out, apple will have retired an immense amount of stock at lower prices than it should have been able to get because people have given up on it. and why not? apple came to the bond market in a brilliant way not that long ago capturing the exact bottom in interest rates, three-year debt and five-year debt. which makes the buys quite a bargain right before the company shelled out a dividend with a 2.33% yield. opportunistic in selling bonds, opportunistic in buying back stocks into weakness. most of the time when i see buybacks, i've got to laugh. like the endless cisco buyback, or how about the accelerated buybacks of adt, which had the gal to purchase 10 million shares from keith meister who happened to be on the board representing the interest of his hedge fund unless meister was brain dead, he must have known

that adt's business had softened dramatically. $44, now the stock's at $31. oh, that was opportunistic and aggressive all right. opportunistic and aggressive sale to the company in a transaction i believe should be investigated by the sec nine ways to sunday for potential violations. but tim cook's buyback is the exact opposite. also happens to be something that carl icahn approves of. as he said, the buying back stock is a no brainer. he tweeted me today saying this is, indeed, a clint eastwood kind of buyback saying, go ahead, make my day. and of course apple has to execute to produce the best new products. but just as important, this epic opportunistic buyback signals that the company really does think the stock is cheaper. this is exactly the right thing to do. now, if you want to complain about it, you should just sell your apple. because if you don't like this buyback, you shouldn't be along for the ride. stay with cramer.

high growth. i tell you, they come back to it. they come back to it. they come back to google. they come back to netflix. they come back to priceline. which is why i emphasize high-growth stocks. they make you money.

one out of every five, 20% of your portfolio, high-growth, please, it's where the action is. there's always a bull market somewhere, i promise to try to i'm jim cramer. and i'll see you next time. the jobs report was better than you think. that's why the stock market rallied today. but the economy still functioning way below its potential. that is still a big problem. obamacare has a lot to do with it. it's like a wet blanket over the entire economy with fewer jobs created, lower hours worked, premium spikes just like tax hikes. and as the sochi winter games begin, the security concerns ramp up. a new threat arose today in turkey with a potential hijacking. i'm going to say it again. i am concerned about security for the games. all these