expired. i'm melissa lee, thanks for watching. for more "options action" check out the website. also, watch our daily segment inside fast money every day. . my mission is simple. to make you money. i'm here to level the playing field for all investors. there's a bull market somewhere and i promise 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. call me at 1-800-743-cnbc. big money managers hate it when more people get hired. that's exactly what you might think on a day like today where we got a surprisingly large hiring increase in the nonfarm payroll report, the dow barely budged, advanced to .035%.

nasdaq actually slid .37%. i mean, what is happening here? first, we've got to remember the stock market's not a cheerleading squad for better employment. the market has written a whole book about "get rich carefully" is about expectations and predictions and placing bets on them. we had a highly unusual situation develop in this particular jobs number. i haven't seen it like this in years. many, many money managers, including money managers invested in bonds truly believe that the economy has softened and this number would be very weak. maybe the weakest in ages. why not get two straight months of weak employment, usually a third follows. february didn't seem like anything to write home about for me. how about you? i didn't see it. a group of managers were betting the opposite way. betting the economy was going to shake off weather-related. as i've been saying for weeks now, one of these examples had to be wrong. both sets of buyers couldn't be right. sure enough, those who thought the economy was going to stay

slow, they completely blew it. and how do we know that? well, we got footprints all over the place. we can tell from which stocks got hammered today. the stocks of companies that do well without a lot of economic growth. stocks like regeneron or salesforce.com. these all got hammered. these companies put up tremendous sales growth through thick and thin. we're in thick mode now after this employment number. we' where a whole bunch of stocks can show accelerating revenue growth. that's what the market wants after a strong employment number. rotation, people. now, nothing's ever crystal clear with the stock market. so much happens ahead of the important data that we focus on. many of the industrials had already rallied mightily into this number as the employment bulls placed gobs of money into these stocks moving them up in advance, betting that a strong labor report means really good earnings reports down the road. when they did get it right, some of the bulls rang the register at the opening. because the gains between 9:30 and 10:00 for these stocks were outsized. others were distressed that

interest rates did go up as they always do when economic data comes in stronger than expected. so some stocks were hurt convinced higher rates will slow down the growth of the same industrials that they liked. there was enough profit taking in the stocks that the averages gave up for much of the day. but we did get that great close that ended it so we finished at the bottom. except for the nasdaq. of course, there's always one group of stocks that acts best in this scenario. this time, it's the financials. the bank, insurance companies, credit card issuers. they need robust employment to trigger loan demand. plus, when interest rates go higher, the banks can make more money by paying you mexico to nothing for your deposits. while lending that money out at higher prices. the people who threaded this deal today hit the jackpot as almost all the banks and insurance companies went higher. but so many people got the big picture wrong, especially in all of those fast growers in tech and biotech over at the nasdaq. got that decidedly mixed picture in the end, hence why the nasdaq closed down. before i give you the game plan

for next week, let's talk about something bigger than one particular session. when the economy gets better, as evidenced by an employment report that was good like today, profits grow. profits. corporate profits are the mother's milk of bull markets. if this bull market which turns five this weekend and we will sing happy birthday to the bull. we'll wish it many happy returns, we want happy returns for you. if this bull market's going to keep going, we need more good employment numbers like today. that's just the truth. please don't be dissuaded by anyone who says otherwise and people did all day. you should be thrilled not just for the people who got hired, but because your savings will increase. earnings get turned into dividends and buybacks and stock prices go up. that's the logical residue of the design of the higher employment. with that in mind, what are we looking at next week? first, quiet week for earnings. only a handful of standout reports. it's the exact opposite. we've got a huge number of conferences occurring, including telecommunications, consumer stocks, retail gaming, aviation and industrials. it's a total stuff strutting

week and we're going to be following them for you. they've got cell phones there, right? i think, at least, well, maybe wi-fi. this is all part of our invest in america series. it's called born on the bayou. the staff has done a remarkable job. can you believe we're going to do a show in offshore oil rig? i think it's going to be fabulous. who will i be paying close attention to as i stop to go around that rig? on monday, jpmorgan's aviation transportation industrial conferences commences with all of my favorite airline speaking. and of course, that means all of the airlines because you know this, i like the whole group. and i pounded the table endlessly on american airlines that has the most potential. i think it goes higher. media internet and telecom shin dig as companies that have been so fabulous. google, discovery, viacom, trip adviser. i want to caution you that these companies are not in position to give you any specifics about the quarters. they're what's known as the quiet period. but they can convey excitement.

and those who do the best at conveying the excitement will have stocks that go higher. you know what, i've been -- of the conferences next week, i've been the biggest fan of the bank of america, meryl consumer and retail consumer conference used to shut my hedge fund down to go to this. we got a lot of flux in retail. i'll be watching walmart, nordstrom and brinker. the company you probably know is chili's, that's brinker, is doing amazingly. but also, we learned today that the cfo resigned out of nowhere. i've got to find out what that's about. starbucks talks. and i bet we hear that we should stop sweating the program on the rising price of coffee. this isn't howard schultz' first cappuccino rodeo. i'm going to be zeroing in on yum brands, big charitable trust name that's been on fire. i want to know whether china's turn for good in kfc. i want to know if david novak is doing a remarkable job there. and we're going to compare coffee price notes from the day

before. we also get a big earnings report. it's from william sonoma. i know, check your mailbox, it's in there. william sonoma is the high-end housewares company. this company carries an unusual amount of clout. maybe because it's so correlated with home spending and we need to see spending continue. 2/3 of our economy is related to consumer spending. we want more employment and spending take off. we need to see the employment report put into action. we've got the flip side of william sonoma on thursday. dollar general that reports. here's a company that might be hurt by the end of long-term jobless benefits, a cut back in food stamps, government no longer giving you that. i also want to get wind of any hints of consolidation in dollar space. last time we got this big takeover in the supermarket industry. i keep hearing the dollar general's interested in acquiring family dollar. i bet we either find out or put that rumor to rest. finally on friday, we'll hear from a company that secalled gt

advance technologies. a company with breakthrough sapphire based technology and fantastic l.e.d. products. they're going to lay out the new goods at this analyst meeting. i'll have to learn as much as i can about what has become probably the hottest name of any company, talk about on "mad money," and that includes himax, other fascinating stocks. here's the bottom line. we now have a terrific background of improving employment, and that means even though we had a disappointing day, triggered by rolling against the big pick-up. but we can still say that with this number, we can begin to expect better hiring, i bet you march is very strong, bigger profits as the quarter unfolds. it was a good number. stock market should've liked it more. jane in massachusetts. jane? >> caller: yes. my question is what is the reason for the sudden loss in fireeye, and what does the secondary have to do with it? >> i'm so glad you asked me

that. this morning on "squawk on the street," i said that's secondary. 14 million shares, 5.5 million from the company itself, the rest from insider sellers. stock at 96 when they first started talking about this. priced that deal at 82 and it did not hold. in other words, it was not able to stay above 82. that was a bad sign for the high-growth stocks. that's a security stock. and that just bode very poorly. and we're going to see a lot of sloshing around some of the high-multiple, priced to earnings multiple tech stocks. derek? >> boo-yah, jimbo. >> boo-yah. >> can i give a shout out to my kids sam and ben? >> why not? >> caller: i did. thanks for everything you do. hey, you had a segment on trucks and how there's going to be new pollution standards. >> yes. >> caller: westport just announced a deal. >> i've got to tell you, derek, i'm tired of westport innovations reporting worse than expected loss. tired of it. clean energy fuels and westport

are specs. but those specs are not worthy. let's own that. anyway, now we've got a terrific look at what happened. and i like the employment number. and i expect the gains will be felt throughout the rest of the quarter. "mad money" will be right back. coming up -- flying high, cornerstone on demand helps businesses manage their workforce with the power of the cloud. and it's catapulted the stocks up 200% since it went public. can it keep climbing? or will the competition rain on its parade? and later, birthday bonanza. instead of balloons, cramer's giving the gift of stocks that could continue the run. after an historic rally from generational lows, find out which companies aren't ready to blow out the candles. plus, silver lining? pharmaceutical cloud player

bevis systems soared when it went public late last year, but the stock experienced turbulence in 2014. a sign of gray skies or a buying opportunity? cramer's getting the forecast. 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. monday, jim heads to the gulf exploring the renaissance. showing you companies leading the charge and putting people back to work. invest in america, born on the bayou a mad money special. our clients need a lot of attention.

there's unlimited talk and text. we're working deals all day. you get 10 gigabytes of data to share. what about expansion potential? add a line, anytime, for $15 a month. low dues, great terms. let's close! new at&t mobile share value plans our best value plans ever for business.

want to know why i'm always going on and on about these major long-term themes, why i keep reiterating the trinity of new tech, social, mobile and the cloud? it's because when you find a theme of staying power, it can make you boat loads of money, literally year after year. take corner stone on demand. that's csod. it's a cloud-based software, service play that helps companies with employee recruitment training, performance, management. i originally recommended cornerstone for speculation two

years ago. the stock has rallied 182%, that's a magnificent gain. that's why we keep coming back to this theme. cornerstone lets the customers outsource a key part of the human resources department to cloud-based software. they don't do it the same way anymore. another human resources cloud play we talk about, made us a lot of money. these companies have different niches and a partner of workdays. cornerstone is still taking share from old school software companies, think oracle and the most recent quarter, company reported better than expected earnings, 51% increase year-over-year. this is one of the stocks i talked about the other day. that the purists out there just hate because it's valued on revenue growth and not the company's so far nonexistent earnings. it's a perfectly valid reason for a stock to go higher for some mutual fund managers. let's check in with adam miller, the founder and ceo to hear more about the quarter and where the company is headed. adam, welcome to the show. >> thank you, jim. >> it's a fabulous recommendation. and you're one of the fastest growing companies i've ever seen. it just seems to me that people

want to bring you in to be able to figure out talent management. i want to figure out what talent management does and why we needed big companies like walgreen's or schools. >> sure, the easiest way to think about it is we help companies manage their employees. and at the end of the day, every organization no matter how large or small wants to identify high-potential employees, figure out how to develop them and make sure they retain them. >> okay. what software do you have that tells me who is good and who is bad? >> so the software helps you figure out how do i recruit the right people? how do i onboard them quickly? how do i develop them doing different kinds of training for the right people? how do i set their goals, do their reviews? make sure we're moving the right people up? make sure we get the people who need help the help they need, and get the organization going the right way. >> we have a ceo, talk about who's good. what did you do to make sure

they don't sit around the water cooler and say that's the guy we ought to promote? >> that's a great question. we've been managing people the same way for the last 150 years. but in the last ten years, we have four generations in the workforce at the same time. we have babyboomers holding off retirement, but they're all going to retire very soon. we have millennials now entering the workforce who grew up on the web. we have people working from home, 40% of people telecommute. we have people working around the world, lots of small companies today have global businesses. and we have people using devices to work 24 hours a day, meaning they want to be able to not work maybe 9:00 to 5:00 and work from 5:00 to 9:00. so all of those changes require us to manage people differently. >> god, that's so right. there are other guys who are in the business, you know, you have oracle and made an acquisition. you have s.a.p., they bought

success factors. i understand from reading your research. you guys are somewhat competitive. for instance, in your february 11th conference call, you say markets -- i've been predicting the demise of that organization. here you're talking about success factors. yo uh say the mass exodus happening. is it working? are you actually taking business from the oracle and s.a.p. of companies that they acquired? >> when i started the company, very, very crowded space. over 100 companies in the space. in 2007, there were about a dozen left. when we went public in 2011, there were three leaders in the space, we're the last man standing. only ones left. >> paid more than your market cap for success factors. >> $3.4 billion. >> exactly. >> and they left it independent for about a year and a half, worked really well for them, they were our number one competitor the entire time. >> and you're smashing them, you're saying? >> and now what's happening is all of the leadership is

leaving, the retention packages ended on february 15th. and people were out the door. >> all right. we'll call mr. mcdermott on that. i read through all the documents. they're partnered with workday, with salesforce. how do i know that workday doesn't decide we're in the management game, nice to meet you? >> well, the reality in cloud computing, we all have tremendous momentum, right? >> right. >> all of i.t. spending is shifting from traditional software to cloud-based software. why? it's cheaper, faster to deploy, there's no maintenance cost. and in many ways, it's like using google instead of using microsoft office at home. it's always available, you never have to do an update and you could access it from anywhere in the world. it makes sense. >> so workday is happy to have you as part of a suite? >> we each have different parts of the total eco system of the enterprise. >> and they don't want your part? they're happy to work with you? >> look, as these companies get bigger, eventually we overlap in certain areas.

so there's a lot of competition in the cloud, but we all have common enemies, so we're working together. >> people say, jim, why don't you recommend something that sells 12 times earnings. why don't you recommend something with good dividend growth. and i say that the companies i've identified that have 40, 50, 60% revenue growth have been the biggest winners. that's how you model your company. >> look, we've had 60% compounded annual growth for seven years. >> kind of unbelievable. who else? >> there's a couple -- >> i don't know. >> in a world that have done something like that. at this kind of scale. and we've done it while having 95% retention of our client base. which has allowed us to keep building a tremendous business with global distribution. we're seeing demand all over the world and we see a very clear opportunity to keep growing. but at the same time, we've been improving margins every single year. >> average selling price went up. i could not believe --

>> average selling price is going up. >> i could not believe it. >> and very significant cash flow coming and growing every single year. >> well, you've built a great company. adam miller, founder and ceo. please read the documents, understand why i'm so enthusiastic about it before you buy it. you'll regard it as speculative versus a lot of companies i see. this is the kind of winning company that's making you the biggest return. stay with cramer. coming up -- birthday bonanza, the bull market marks the fifth birthday this weekend. but instead of balloons, cramer's giving the gift of stocking that could continue the run. after an historic rally from generational lows, find out which companies aren't ready to blow out the candles. there's this kid.

coach calls her a team player. she's kind of special. she makes the whole team better. he's the kind of player that puts the puck, horsehide, bullet. right where it needs to be. coach calls it logistics. he's a great passer. dependable. a winning team has to have one. somebody you can count on. somebody like my dad. this is my dad. somebody like my mom. my grandfather. i'm very pround of him. her. them.

happy birthday to you. happy birthday to you. happy birthday, dear bull market, happy birthday to you. yep, happy 5th birthday, bull market! you've managed to rally 178%, the fourth best bull since the depression. yet, most commentators don't believe you exist. long may you run. honestly, i've been dreading this day, the 5th anniversary of the generational bottom in march 2009. i've been dreading it because i know it would prompt a slew of

articles about how this is now one of the older bull markets, six oldest on record, substantially older than the average four-year life span of the species. and therefore, how it has to be on its last legs, or already overstayed its welcome. sure enough, i was right. because i walked through a series of stories that make you want to take this bull and drive a bull right through its head and let it morph instantaneously into a growing and triumphant bear. all right. just within the last 24 hours, here's a sample of what i've read. the ipo markets has become the most prolific since 2007. yes, if you count the number of ipos since the year began and buy into the idea that lots of ipos represent froth, per se. this is the frothiest we've been since the two hideous tops, 2007 and 2000. two near stock exchange devastations, forbes told us that. as investors borrowed more money than ever to buy into this long-running bull. margin debt is an unrivaled

measure of euphoria. another reason that the bears are saying we're about to get whopped. i acknowledge it's a red flag. more important record issuance of junk bonds. nothing i can do about that. that is true. four, record issuance of biotech ipos, always a sign of impending -- well, not really isn't, it's obviously a word. five, greatest number of companies hitting new highs with no earnings from 2000. again, truth to that. biggest one-day gains in the average since 2000 earlier this week. i can go on and on. i can always cherry pick things. cherry pick negatives. record gains in the airline stocks, record this, record that. all fabulous warning signs, all judicious prudent signs of a top. so why not just say it's over? why not come out and say it? in all honesty, the easiest thing to say right now, bull's

dead. in the ninth inning and they keep saying it's the ninth inning. because after all they're not like football or basketball, they can last for a long time. i can call it the bottom of the ninth and call myself a genius when the market eventually rolls over, however long that takes. if i did that, i would be liked by so many of the people who hate me on twitter @jimcramer. i would get huge street cred. but i'm not looking for street cred from the bears. i'm looking for opportunities to make you money. i'm looking for good risk/reward situations and stocks with longer term themes as a tail wind. and i still see too many of those in the marketplace every day. and that's why i'm not joining in on the bury the bull funeral. but for the bull's birthday, you know what, letsz do it. let's do something. why don't we pretend for a second? if i remember going to do the easy intellectually lazy thing start calling a top i don't

believe in. how about i do it. let's get all tongue in cheek. see how it sounds. i'll start by saying something like tesla's a big phony losinging a ton of money. then i would say netflix's growth is slowing because of argentina, norway, and draw the analogy of solar city and the bankruptcy. all these things can be true. as this is, indeed, the frothy part of the market. it's a cordoned off part of the market. but i respect the ability of the cold stocks to go higher and i understand if someone says the froth is going to spread, if it does, let me know, i'll flag it. after that, i can say its food initiative is covering up for the slowing you'll see. once i've obliterated the no valuations too high stocks, i will start gunning for the cloud. you know what i would do, i would gun for workday in sales force, cornerstone and zillow and athena.

and i'd say there are the new dot comes and analogize them to web van, etoys, companies that weren't real companies but traded on multiples that were of eyeballs. these are companies that trade on multiples of revenues. i know that's dastardly. no matter that the dot coms are losing money hand over fist. these new companies, they want to pour the money into the businesses because, indeed, they are businesses unlike the dot coms, there are businesses and opportunities they need the money for. if they don't, the opportunities will be left untapped. a bear would go through the biotech ipos that are going to crash and the hangers on headed to oblivion. and look, i mean, again, there's froth. not enough to bury us. and then, of course, to really

get my bear, i'd go back to slam twitter for doing poorly on that last quarter. and then, indeed, i'd have to trash facebook, right? for spending $19 billion for whassapp. those are such terrific risks for the bear mill, they make you feel foolish for buying any stock out there. even though the dow jones basically flat for the year. and see so many stocks undervalued. any discussion has to do with the sectors that are supposed to be dead and how the anomalies have to be resolved negatively. we all know retail's really weak, but the stocks won't go down because there's so much money slashing around. plus, everything's being amazon. sears and kmart and jc penney. there's truth to that, but it's not clicking for everybody. there's plenty of areas that aren't being destroyed by amazon. and then there's the no price people won't pay for michael

kors story. even as the sector producing really solid gains. did chipotle not go from 300 to 490 in the last year. finally, if you want to give yourself bear gravitas, issue grave sweeping pronouncements. things like just wait until the fed starts tightening. it's all one big joke. they've been saying that since dow 9,000. or something like the retail investors is back, which is a sure sign of the top, they only come back when the lambs are about to be slaughtered. talk about how the banks are less safe than ever and you could take them down in a heartbeat. maybe make a joke. make a joke about too big to fail, too big to jail. finish, of course, with a runaway budget deficit even if it's shrinking dramatically from a year ago. they've been cashing out forever. insiders selling at record numbers, not record numbers. housing crashing back down to earth. the return of subprime. all right, i can find it with a microscope. and then that jim cramer, that md money thing, he's still bullish. it's the ninth inning, although,

he's a guy with a mexican restaurant now because he sees the writing on the wall, wants to get out of the stock business. talk about a top. all right. want to do that? that's fine. see you there later tonight. there, i did it. and you know what the best part is? even though i don't believe a word about the nonsense, you can blame everything i said on youtube, slice it, dice it, edit it and make it sound like a bull market effigy/eulogy. happy 5th birthday you phony baloney last legged bull, may you go into extra innings. it's the easiest thing in the world to call a top here. unfortunately, while some parts of the market are topee, i'm not going to give up on the bull just yet because it's old. i think i say there's always a bull market somewhere, and until i see signs all the market is frothy and not just everything having to do with eli musk and jeff bezos, i think we have a solid bull market in the good old usa.

robert in new jersey. robert? >> caller: boo-yah, cramer. >> boo-yah, robert. >> caller: i want to give a shout out to my friends and family watching the show right now. they're all big fans. >> i love that. love that. family stays together watching "mad money." what's going on? >> caller: i wanted to ask you about discover financial, dfs. >> it's so cheap, it keeps going up. it's driving me crazy. it's really great company, it's been cheap forever. i should've pulled the trigger for my charitable trust. and i've got a way to get it. i was so busy hung up on telling you to buy visa and mastercard, i should have said buy them all. hey, bull market, it's your birthday, it's your birthday. and please don't let the haters bring you down. happy birthday, bull market. and i mean it. stay with cramer. from the massive oil discoveries in the bakken. >> "mad money" is boots on the ground in the bad lands. >> to the industrial renaissance

in ohio. >> "mad money" is in the heart of steel country. >> now cramer's found the next stop on the road to energy independence. a "mad money" special from the gulf, invest in america born on the bayou this monday. lemme just get this out of here. to go. unlike some places, we don't just change your oil. our oil offer comes with a four-tire rotation and a 27-point inspection. and everything looked great. actually, could you leave those in? sure. want me to run him through the car wash for you, too? no, no, i can't. and right now get acdelco professional durastop brake pads installed for only $99.95 or less per axle. chevy certified service.

let me give you a little programming note before the "lightning round." we went out to north dakota to take a look at how the bakken shale was causing a renaissance. i like that. 2012, you were with us when we went to ohio steel country to see how development in the utica shale was transforming industries left for dead. now monday, going down the bayou, show you how innovations occurring across the country have completely changed what you know about the gulf of mexico and also, by the way, natural gas industry. don't miss it. and now, it is time for the "lightning round" on cramer's "mad money." rapid-fire calls. say the name of the stock, i tell you whether to buy or sell. play until this sound -- and then the "lightning round" is over. are you ready, ske-daddy? time for the "lightning round." i'm going to start with janet in washington, d.c. janet? >> caller: boo-yah, jim, from an

action alert subscriber in washington, d.c. the harmony capital of the u.s. please, jim, keep up the good work. we need you. stay healthy. >> doing my best. >> caller: my stock is solazme. >> we like companies that make a lot of money. it's the opposite, it's a company that does biofuels. i'm going to have to put it in the -- >> don't buy, don't buy. >> let's go to don in tennessee. don? >> caller: hey, jim, a music city boo-yah. >> man, you absolutely got that right. what's up? >> caller: hey, i'm calling about rtrx. shot up by a rocket since january. i'm wondering if you thought the ride was about over or if there was still room to get onboard? >> i'm calling froth alert here. this is a froth stock. this is a froth stock and moved up too much.

let me go to shawn in virginia. shawn? >> caller: jim, boo-yah. >> boo-yah. >> caller: should i sell my therapeutics stock? >> chelsea therapeutics, something works better than i think just does a good job, not a great job of curing arthritis. i would hold on to that as a spec. thomas in new jersey. >> caller: boo-yah from lakewood, new jersey. >> holy cow, the hindenburg black cross -- what's up? >> caller: my stock is a tech stock, invn. >> these are all like motion detectors, and it has really interesting technology. it has been bit up on that interesting technology. you need big contracts, okay. without big contracts, i think it gives it up. sean in ohio, please, sean? >> caller: thank you, jim.

i want to thank you very much for all you do for us home gamers. and i'm an actions alert plus subscriber. my stock today, please, give me an indication on buy, sell or hold on one of our favorite restaurants bob evans farms. >> i like it, too, which is why i was shocked and dismayed they had a terrific quarter. i wouldn't sell the company down here. but it did not deliver. thank you for subscribing to actions alert. >> yo, cramer, i want to give you a big boo-yah. >> oh, garden state boo-yah back at you. >> i've got a big man crush on you, too. i've got to say. >> thank you. >> asking about zynga, my man. >> that guy is such a pro. that stock has turned around. i've got to tell you, it's not done going up. it can still go higher. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> the "lightning round" is sponsored by td ameritrade.

♪ fresh pet, a privately owned maker of real fresh food for pets. >> dogs will definitely 20-1 go for this versus dry, dusty kibbles. >> we did try it. ♪ >> holy cow. we didn't do any -- we didn't put any secret sugar pills in there or anything. oh, my god, this is fabulous. >> i wanted to remind you there was a time when you -- >> when i ate the pupperoni. >> the pupperoni. >> oh, man. michael in new york. michael? >> hey, jim. >> boo-yah, boo-yah, boo-yah! >> multitalented gentleman. totally, should have been at the oscar night, travolta might have something to say about it. >> you and your staff are wonderful. >> my staff is great.

>> what you do for everybody here is fantastic. >> thank you, they are fabulous. i like to hog all the glory. >> fantastic show, entertaining, very educational. >> don't forget, great staff. i am embarrassed to admit this, but i was part of a "frozen" sing along last night. >> yes, i have done a "frozen" sing along and the melody is trapped inside my head right now as i'm doing this. >> welcome to the club. you don't have 4-year-olds like i do. >> no, the ice castle one. it's pretty easy to sing to. >> "let it go." >> "let it go." >> give us a taste. >> let it go. let it go. oh, god, it's in my head. listen to him. no, no, no -- wow. no. ♪ ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ]

♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ [ girl ] my mom, she makes underwater fans that are powered by the moon. ♪ she can print amazing things, right from her computer. [ whirring ] [ train whistle blows ] she makes trains that are friends with trees. ♪ my mom works at ge. ♪

my mom works at ge. so our business can be on at&t's network for $175 a month? yup. all 5 of you for $175. our clients need a lot of attention. there's unlimited talk and text. we're working deals all day. you get 10 gigabytes of data to share. what about expansion potential? add a line, anytime, for $15 a month.

low dues, great terms. let's close! new at&t mobile share value plans our best value plans ever for business. well, you know the cloud computing's been a hot space recently, but it cooled today. and one of the stocks was veevo, that helps pharmaceutical sales reps do a better job of promoting products. this is crucial in the drug business where you only have a limited window before your patents expire. you want to commercialize as fast as possible. that's what it's all about.

we spoke to veeva ceo back in november for all things cloud, they were a partner of salesforce. we like the story, but it's taken a hit since then in part because it got slammed falling 8% after it reported a quarter on tuesday that looked good to me. when you look at the numbers, veeva reported a terrific quarter, better than expected revenues up 57.8%, better than expected billings, upside guidance, i think might be conservative. why did the stock get crushed? you know what, i've got to figure this out. it isn't evident, where deutsche bank said in a recent positive research even gave you, quote, everything the bears didn't want, end quote. the company supports a sky high valuation. now veeva sold off from the $49 high, it's gotten cheaper, although short sellers seem to bang it down every time it lifts its head. let's find out, check in with the co-founder and ceo of veeva systems, to hear more about the quarter and where the company's headed. wi welcome back to "mad money." >> thanks for having me.

>> you're a customer. your number one value is customer success. how are you giving the customer success? >> well, it's, you know, our customers, our life sciences customers. our customers are people like pfizer and amgen. and, you know, they have a very specific industry, $1.6 trillion industry. and they're stuck on a bunch of legacy server client applications that are holding them back, they're not able to innovate and not able to be inefficient. we're replacing those legacy client server applications to cloud based applications that are easier to use and they're fitting their business processes better and helping them be more efficient and effective in what they do. >> i have a sales rep for lilly. it's a client service system, i couldn't bring my ipad and jot things down in my ipad and we've got to get to everybody. what would happen is i would take notes and enter it in my pc when i get back and it would go to some central computer? >> that's a great example, jim. in that case, our crm

application, in the legacy client server you might. you might not be able to take that computer out with you in the field. so you're jotting down notes, you're remembering some, forgetting some, you don't have anything to show the doctor while you're out there. and with our product, it runs on the ipad, it's a mobile application, you jot things down as you need to, you can bring your interactive, you know, detailing presentations, the information about your products, you have that with you on the go. so you can provide better customer service and you can educate those doctors better, and hopefully that results in to getting the right medicine in the right hands of the patients. and also, you know, increased sales for our customers, the life sciences companies. >> okay. in this quarter alone, 6,000 users went live in china, 7,000 users in 30 countries, 15,000 for another. i mean, these are amazing numbers. and yet, the stock has come off. i'm trying to rationalize, figure out why you could have such big contracts. is it possible that in one particular moment in the

conference call, you talked about some seasonal issues that might lead to a sequential decline? is that what people are seizing on? >> well, it's really hard to predict exactly what people seize on from a quarter to quarter basis. yeah, i think we had a great year and a great quarter. but we're building this business for the long-term. for our customers, you know, we approach them on a 10, 20-year basis. and we've had a strong record of high growth, you know, last year, 62% growth, and always strong profitability. always, for the past three years, 20% operating margin. we have a valuation that reflects that. and you'll see fluctuation, i believe, we'll see some fluctuation on a quarter by quarter basis. but i think the macro trend is good for veeva. >> almost like you're being penalized because unlike the other cloud plays that are growing at a rate somewhat like yours, you're making money. it's almost ironic, don't you think? >> yeah. i think, we believe the old-fashioned way. i think you should have a strong top line and strong bottom line. and i believe that sets you up

for long-term growth. so, boy, i'm not so good at predicting the markets day-to-day. we just try to run the business efficiently and effectively, grow the top line and bottom line. >> i think last time i talked to you, we didn't deal with your vault product. i want you to lead with that. i realize that was something i should have brought in up in november. >> yeah, i'm excited about veeva vault. it's a content management application, content management platform and applications built on top. very specific for life sciences. so we help them, for example, organize the documents that they need for their clinical trials and organize the documents they need for their standard operating procedures and their manufacturing processes. critical documents and critical processes. for example, in the manufacturing area. if you don't have a good application like this and you're a life sciences company, you could get your manufacturing plant shut down, and that's a critical impact.

so last quarter we announced tremendous progress. we signed up customers including our first two over seven figure annual contract value deals. vault is taking off in a similar way that crm took off in the early days of the company. so we're -- i couldn't be more excited. and i'm very proud of our progress and of our product team on the vault product line. >> you absolutely should be. and look to me, everything looks all systems go. thank you so much to the co-founder and ceo of veeva systems. thank you, sir. >> thank you. >> the stock is down, i know a lot of people e-mail me and say what's the matter with veeva? i scratch my head. a sequential decline at one little moment in the conference call. otherwise, i can't find anything. stay with cramer.

could save you fifteen percent or more on car insurance.s everybody knows that. well, did you know that when a tree falls in the forest and no one's around, it does make a sound? ohhh...ugh. geico. little help here. i need>>that's my geico digital insurance id card - gots all my pertinents on it and such. works for me. turn to the camera. >>ah, actually i think my eyes might ha... next! digital insurance id cards. just a tap away on the geico app. i'm spending too much time hiring and not enough time in my kitchen. [ female announcer ] need to hire fast? go to ziprecruiter.com and post your job to over 30 of the web's leading job boards with a single click; then simply select the best candidates from one easy to review list. you put up one post and the next day you have all these candidates. makes my job a lot easier.

[ female announcer ] over 100,000 businesses have already used zip recruiter and now you can use zip recruiter for free at a special site for tv viewers; go to ziprecruiter.com/offer2. humans -- we are beautifully imperfect creatures, living in an imperfect world. that's why liberty mutual insurance has your back, offering exclusive products like optional better car replacement, where, if your car is totaled, we give you the money to buy one a model year newer. call... and ask an insurance expert about all our benefits today, like our 24/7 support and service, because at liberty mutual insurance, we believe our customers do their best out there in the world, so we do everything we can to be there for them when they need us. plus, you could save hundreds when you switch -- up to $423.

call... today. liberty mutual insurance. responsibility. what's your policy? oh. stocks in a weird way are like shoes. there's no one size that fits all. you have to find what you're comfy with or the pain is all encompassing. i've been thinking about with the cloud plays and the consumer package goods stocks i like. it would seem almost two-faced to admire the stocks -- i'm always talking about how important it is that young people embrace the stock market. they need to have lots of room and they can't have their feet cramped by stocks with slower moving companies, ones that rack up decent earnings growth but

have anemic revenue growth. they should be taking on more risk. that means buying the riskier stocks like cornerstone or yelp. companies with phenomenal revenue growth, but no earnings a as of yet. the key thing is to accept that these companies have such amazing opportunities to dominate the fields that it's almost foolish for them to focus short-term on earnings right now. remember, we don't want companies to focus short-term, we want long-term. they are exploiting cloud-based platforms to take share from oracle and s.a.p. if they spend all of their time taking in the cash and returning it to you rather than plowing it back into the business, it won't expand fast enough and limit the opportunities that will be taking advantage of. plenty of time for profits later. and if they fail, that's what it mean when they say young investors have their whole lives ahead of them to make back the money. the risk is huge, but the rewards over the years is truly gigantic. and it's far more bountiful than any slower growing consumer packaged goods stock. but what if you don't have your whole life ahead of you to make

back losses? what if you want to be more conservative because the stream of paychecks ahead of you is smaller than the ones behind you. or if you know you'll need the money sooner or within a decade or two of retirement. that's where pinnacle foods comes in. here's a company that makes dunkin hines cakes. hosted be i their brands that. growth sales at 1% to 2% a year. that does generate 12% to 15% in earnings growth because the company's so effective of taking out costs and adding slight changes, taking more aisle space in the supermarket. you will never ever shoot the lights out with pinnacle. the best you can hope for is some nice, steady growth. as pinnacle buys unloved divisions from other food companies, dusts them off and grows them with lower costs. that's a tried and true pinnacle formula. that's certainly an awfully cozy shoe for more mature investor. so i'm not speaking with a forked tongue when i say i like both types of stocks. i'm simply saying in the vast

shoe store that's the stock market, you have to find the shoe that fits you correctly. and if you do, wear it. stick with cramer. there's this kid. coach calls her a team player. she's kind of special. she makes the whole team better. he's the kind of player that puts the puck, horsehide, bullet. right where it needs to be. coach calls it logistics. he's a great passer. dependable. a winning team has to have one. somebody you can count on. somebody like my dad. this is my dad. somebody like my mom. my grandfather. i'm very pround of him. her. them. (horn, ding, ding) how long have i had my car insurance? i don't know, eight, ten years.

i couldn't tell you but things were a lot less expensive back then. if you're 50 or over you should take a new look at your auto insurance. you may be overpaying. actually that makes lot of sense. old policy. old rates. and thanks to your experience behind the wheel, you might save $395 by switching to the aarp auto insurance program from the hartford. plus, you'll get benefits that reward your driving record, like our promise that you won't be dropped. wait, you won't drop me? seriously? that's right, you won't be dropped. and, if you know anyone who's been dropped by their insurance company, you know that's a hassle you don't need. especially these days. plus you'll get recovercare, which helps you pay for everyday needs like house cleaning, lawn care and pet services if you're injured in an accident. so my auto insurance is going to help pay my house cleaning if i get injured? did you say lawn care? and if i can't walk my dog,

they'll help me pay someone to do it for me? call the number on your screen to switch to the aarp auto insurance program from the hartford and be rewarded for your experience behind the wheel. recovercare, auto insurance that helps take care of me. now i've seen it all. you won't drop me, you take care of me as well as my car, and you offer savings to switch. it's unbelievable! if you're 50 or over call now to request your free quote. i'm gonna call. i'm calling. i'm calling. i'm calling. call the hartford at the number on you screen to request your free quote. we'll even send you this free calculator. call: now. why wait.

all right. leaving it here. going right to the bayou where i hope to see you monday. i think it'll be one of our best shows ever. i always like to say there's a bull market somewhere, i promise to try to find it for more clashesing tonight in crimea. only nine days ahead of the so-called independence vote that looks already rigged for russia. the fact remains with the u.s. this conflict can only be solved by economic means. and as the great chessmaster said today in the "wall street journal," use banks not tanks. we'll have a live updaytona just a moment. the jobs report a little better than expected but nothing to get excited about. the economy keeps bumping along. i wish they would abolish the corporate tax. texas governor rick perry had plenty of impact. he brought the house down at cpac today. he called for restoring america