why not get two straight months of unemployment? usually a third fo how about you? i didn't see it. meanwhile, a whole group of managers were bending the opposite eway. then the economywa was going to shake off what they said was weather-related lethargy. and we see that with a strong report. as i have been saying, one of the camps are wrong, both sets

can't bese right. sure enough, those thought the economists were going to stay slow andta they completely blew it. how do we know that? we can tell from which? stocks gotto hammered today. the stocks areto copies that do wello without economic growth. these all got hammered. they put up tremendous growth through thick and thin. we are in thick mode after this employment number where a whole bunch of other stocks can show accelerating growth that typically don't have it. and that's what the market wants, the employment number to grow, rotation. nothing is crystal clear in the stock market with so much happeningma ahead of the data w focus on. many of the industrials rallied into this number as the employment numbers place gigantic numbers into the stocks moving them up in advance betting that a strong labor report means really good earnings down the road. when they did get it right, some of, these pools rang the registr at the open because the gains

between 930 and 1030 stocks would goto up. so some stocks were hurt by sellers convinced higher rates would slow down the growth of the same industrials that they liked. there was no profit that the averages gave up the ghost for much of the day, but we did get that great close that ended it so that we finished up, except for the nasdaq. ofna course there's always one group of stocks that acts best, it'ses financials, like the ban and credit card b issuers, they need robust demand to trigger growth. plus when the interest rates go up, the banks make more money for your deposits, you know that, and they lend it out at higher prices. the people who threaded this deal hit the jackpot as the banks and insurers went higher. but so many people got the big picture igwrong, especially at nasdaq, and you have the mixed

picture in the end. let's talk about something bigger than one particular session. when the economy gets better, as evidence by the employment report that was good like today, profits grow. profits, corporate profits are the temother's milk of bull markets. if this bull market which turns 5 this weekend, and we'll sing happy birthday to the bull, we'll haveth a cake, we'll wisht happy returns. i'll havens happy returns for y if this bull market is going to keep going, we need more good employment numbers like today. that's just the truth. don't be dissuaded by anyone as people did all day. you should be thrilled, not just for the people who got hired but because yourd savings will increase. earnings get turned into dividends and buy-back prices go up. that's the logical residue of the design of higher employment. with that in mind, what are we looking at next week? first it's pretty quiet for earnings, only a handful of reports, but that doesn't mean it's a t quiet week for compani. that's the exact opposite. we have a huge number including consumer stocks, retail aviation

and industrials. it's a total stuff-strutting week and we'll be following them for you as we hang off in the offshore rig on monday. they have cell phones, at least, well, maybe wi-fi. any, this is all part of the invest in america series. this time it's called "born on the, but bayou." the staff has done an excellent job. who will be paying close attention tolo as we stop aroun the rig? monday jpmorgan comes in with all my favorite airlines speaking, that means all the airlines because you know i like the whole group. and i have pounded the table endlessly on american airlines with the most potential even though it has given us a double. also deutsch bank, mediacom, these are good companies but they are not going to give specifics about their quarters.

they are in the quiet period but can convey excitement. those who do the best at containing the excitement have stocks to gove higher. i've been the biggest fan of the bank of america merrill consumer and retail conference kicking off on tuesday. ies used to shut my hedge fund down to go to this. we gott a lot of flex in retail so i'llta watch walmart, nordstrums and brinker. the company knowb as chili's is brinker and they are doing amazing. to find out what that's about. starbucks talks and i bet we hear to stop sweating the rising price ofg coffee. this is not howard schultz's first cappuccino rodeo. whatro a mouthful, i'm going to zero in on young brands, big charitable trust names that's on fire. i want to know if china is good for kfc. i think the ceoc. keeping the company whole is doing a remarkable job.

and dunkin brand speaks, too, we'll compare to starbucks. and william sonoma, that's the high-end housewares company and we need to hear good things to keep the retailers going. this company carries an unusual amount of clout, maybe because they are correlated with home spending and we need to see spending continue because two-thirds of the economy is related to consumer spending. we want to see this between employment and moretw spending takeoff. we need to see this employment report put in eaction. we have the flip side of william so m sonoma on thursday. dollar general, the company no longer giving you the large s. is also want to get wind of any consolidation in the dollar space. last time we had the big takeover in the private equity firm buying safeway. i think dollar general is interested if family dollar. i bet we find out on that conference tcall. on friday we hear a huge number

of tweeters from gm technologies. this is a company with technology and fantastic led products. they will lay out their goods t me. i have to learn about what has become probably the hottest name of any company talked about on "mad money," and that includes imax, other face natsing stalks. here's the bottom line, we have terrific background of improving unemployment, even though we had a good day triggered by big pick-up, we can still say that withha this number, we can begi to expect better hiring, i bet you march is strong, better profits as theet quarter unfold. there's a good number, stock market. jane in massachusetts, jane? >> caller: yes, my question is what is the reason for the certain loss in fireeye and what

does the secondary have to do that? >> i'm so glad you ask that because this morning i said that's secondary. 14 million shares, 5.5 million from the company itself, the rest in stock sellers. the company priced the deal at $82 and it did not hold. it traded at $84. that was a bad sign for the high gross stocks. that's a security stock and that boded very poor. that stock has to get above $82. until it does, we'll see slashing of the high multiple price text stocks. derek in my home state of new jersey, derek? >> caller: boo-yah, jim-bo. i want to give a shout out to my kids sam and ben. >> why not? >> caller: i did. thanks for everything you do. you had a segment on trust and how there's going to be new solution standards. wprt just announced -- >> i have to tell you, derek, you are in jersey, i am tired of westport innovations reporting

worse thanti expected. tired of it. westport are specks, i lump them two together. those specks are not working. anyway, now we have to turn to what happened, and i really like the employment number. and i expect its 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 catapulting the stock some s200% since it went publi. can it keep climbing or will the competition rain on its parade? and later, birthday bonanza. the bull market marks its 5th birthday this weekend, but instead of balloons, cramer is giving the gift of stocks that could continue the run. after a historic rally from generational lows, find out which companies aren't o ready blow out the candles. plus, silver lining?

pharmaceutical cloud veeva systems soared when it went public late lastnt year, but th stock has hit some turbulence in 2014. a sign of gray skies or a buying opportunity? cramer's getting the forecast, all coming up on "mad money."

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which will cause me to miss the end of the game. the x1 entertainment operating system lets your watch live tv anywhere. can i watch it in butterfly valley? sure. can i watch it in glimmering lake? yep. here, too. what about the dark castle? you call that defense?! come on! [ female announcer ] watch live tv anywhere. the x1 entertainment operating system, only from xfinity. i'm always going on and on about these major themes? i'm talking about new

connectivity, social media and cloud. when you find a theme with staying power, it can make you boat loads of money year after year. take cornerstone on demand, csod, a cloud-based software service play that helps companies with employee recruitment training performance management. i usually recommend cornerstone with speculation two. years ago the stock rallied 182%, that's a magnificent gain. that's why we keep coming back to this. cornerstone lets their customers outsource a huge key of their resource department to outsource to cloud. they don't do that anymore. cornerstone made us a lot of money, but cornerstone is a partner. they are thinking oracle. the most recent quarter reported 51% increase year over year. this is a stock i talked about the other day that the purists hate because it's valued revenue growth, not the existing earnings, but it's a perfectly valid reason for a stock hoog

higher for mutual fund managers. adam miller is the ceo of cornerstone. adam, welcome to the show. >> thanks, jim. >> thank you, sir. it's been a fabulous recommendation. we got a trip on it and the reason we got a trip on it, you are one of the fastest growing companies i've seen. it seems 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 need it at big companies like walgreens or schools. >> sure. we help companies to recruit, train and 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 that they retain it. >> okay, but what software do you have that tells me who is good and who is bad? >> the software helps you figure out, how do i recruit the right people? how do i onboard them quickly so they are productive right away? 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 that need help the help they need and get the organization going in the right way. >> but what have we been doing for the last 100 years, we have h.r. and a ceo who is good, what did you do to make sure they don't sit around the water cooler to say that's the guy we have to promote? >> it's a great question. we have been managing people exactly the same way for the last 150 years, but in the last ten years we have for the first time four generations in the workforce at the same time. we have baby boomers who have been holding off retirement, but they are all going to retire very soon. we have millenials 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. a lot of businesses 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. >> that's so right. now, there are other guy who is are in the business, you have oracle that made an acquisition of 1.9 million, they bought s-factors. i understand from reading your research you guys are somewhat competitive. for instance n your february 11th conference call, you say i've been predicting the demise of that organization, you're talking about success factors, you're saying a mass exodus happening. obviously you guys don't like each other, but is it working? are you taking business from the oracle and sap companies that they acquire? >> you know, 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. the only ones left.

>> sap paid more than your market cap for success factors. >> $3.4 billion. and they left it independent for a year and a half. it worked well for them. the number one competitor the entire time. >> you're smashing them you're saying. >> what's happening is all the leadership is leaving. the retention package ended on february 15th and people are out the door. >> i won't call mr. mcdermott on that to get the other side. their partner with work day, they are partnered with sales force, but we are in the taalen management game, nice to meet you, adam. >> we all have tremendous momentum. all of i.t. spending is shifting from traditional software to cloud-based software. why? it's cheaper, faster to employ, there's no maintenance costs, and in many ways it's like using google instead of using microsoft office at home. always available, never have to do an update and access it from

anywhere in the world. so it just makes sense. >> work day is happy to have you as part of a suite? >> we each have different parts of the total eco-system of the enterprise. >> they don't want your part, they are happy to work with you? >> as the companies get bigger, eventually we overlap in certain areas, so there's a lot of cooperation in the cloud, but we all have common enemies so we are working together. >> last question i have, people say, jim, why don't you recommend something that sells 12 times earnings with the s&p 17 times earnings, recommend something with dividend growth, and i say the companies often identify 40%, 50%, 60% with the biggest winners. >> we have had 60% compound annual growth for seven years. >> frankly, that's unbelievable. maybe work day, who else? >> there's a couple in the world that have done something like that at this kind of scale. and we have done it while having 95% retention of our client base. which has allowed us to keep

building a tremendous business with global distribution. we are seeing demand all over the world. and we see it very clear with an opportunity to keep growing, but at the same time we've been improving margins every single year. >> average selling price went up. >> average crisis going up. >> i could not believe it. >> and very significant cash flow coming and growing every single year. >> adam miller, founder and ceo of cornerstone. please read the documents and understand why i'm enthusiastic about it before you buy it. this is the kind of winning company that is making the biggest return. stay with cramer. coming up, birthday bonanza. the bull market marks its 5th birthday this weekend, bun instead of balloons cramer is giving the gift of stocks that could continue the run. after a historic rally from generational lows, find out which companies aren't ready to blow out the candles.

♪ 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. so we'll do a series of story that is will 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. many since 2000, those are dreaded years. 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 get that. i wish it were lower. i acknowledge it's a red flag. there's always a lot of red flags. more important record issuance of junk bonds. allowing companies to buy back stocks at record highs with cheap money. nothing i can do about that. that is true. four, record issuance of biotech ipos, always a sign of impending top, well, it really isn't, it's obviously a word. five, greatest number of companies hitting new highs with no earnings from 2000. six, 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. bull's in the ninth inning. in the ninth inning and they keep saying it's the ninth inning. because they can last for a long time. 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 be like netflix and the amazon barbers. 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 opportunities to make you money. i'm looking for good risk/reward situations and stocks with longer term themes as a tail wind. you know what? 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? let's do it. let's do something. why don't we pretend for a second? if i was going to do the easy intellectually lazy thing, start calling a top, i don't believe it. 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 like tesla's a big phony losing 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. which as you can tell i can't pronounce 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 flag amazon, i can say its food initiative is covering up for the slowing you'll see. once i've obliterated the no evaluations too high stocks, i will start gunning for the cloud. oh, boy, you know what i would

do? i would gun for work day in sales force, cornerstone and currents, zillow and athena. and i'd say there are the new dot coms 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. while these companies are at either profitable or could show profitable or ward if they wanted to, but they want to pour their money into the businesses because indeed they are businesses unlike the dot coms. they are businesses and opportunities they need the money for, buzz 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.

sag mo is just a research project. and look, i mean, again, there's froth, but 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. even as many companies would kill for that growth. and then, indeed, i'd have to trash facebook, right? for spending $19 billion for what the wrrks /* wrks whatsapp. 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. here's how you would spend that. we all know retail's really weak, but the stocks won't go down because there's so much money slashing around. there will only be cheap money. plus, everything's being amazon. the clock is ticking against sears, kmart and jcpen knee. 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. handbags, that sounds good, could be the next coach. even as the sector producing really solid gains. did chipotle not go from 300 to 509 in the last year? finally, if you want to give yourself bear gravitas, issue san or thetorian grave sweeping pronouncements. things like just waiting 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. not to mention baby boomers cashing out that have been cashing out forever. insiders selling at record numbers, not record numbers. housing crashing back down to earth. we want that because it got too heated. the return of subprime.

all right, i can find it with a microscope. and then that jim cramer, that "mad 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 nonstens sense about the impending top, 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. just to frustrate the ridiculous ninth inning tops. 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 at the end of every show there's a bull market somewhere, and until i see signs all the markets are 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 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." that's fannist that'sic fantastic. 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. i didn't. know it's at a 52-week high and i have to wait until. drives me crazy i didn't tell everyone to buy 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.

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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. early again. 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. >> i like that. >> caller: please, jim, keep up the good work. we need you. and stay healthy! >> doing my best. >> caller: my stock is solazyme. >> we like companies that make a lot of money. it's the opposite, it's a company that does biofuels. it doesn't make a lot of money. 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.

i like yours more. what's up? >> caller: hey, i'm calling about rtrx. it seems it has shot up like a rocket since january, so i'm wondering if you thought the ride was about over or if there's 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 there putic stock or hold on to it? >> chelsea therapeutics, something works better than i think just does a good job, not a great job of curing arthritis. if it cures your arthritis, it will be worth a lot of money. i would hold on to that as a spec. thomas in new jersey. thomas? >> caller: boo-yah from lakewood, new jersey. >> lakewood, holy cow, the hindenburg black cross minus 200 mac-d. what's up? >> caller: my stock is a tech stock, invn.

>> gtat, invn, these are all like motion detectors, and it has really interesting technology. it has been bid 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 bob evans farms, which is why i was shocked and dismayed they had such a bad quarter. i wouldn't sell the company down here. but it did not deliver. thank you for subscribing to actions alert. let's go to b.j. >> caller: yo, cramer, i want to give you a big boo-yah! >> oh, garden state boo-yah back at you. >> caller: i've got a big man crush on you, too. i've got to say.

>> thank you. >> caller: 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 don't talk them about them enough because 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 base. >> 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.

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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 peter gast, the co-founder and

ceo of veeva systems, to hear more about the quarter and where the company's headed. 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. this is a big industry. 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 users for another. i mean, these are amazing numbers. and yet, the stock has come off. so 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 above, for the past three years, above 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 up in november. because it seems to be doing incredibly well. >> yeah, i'm excited about veeva vault. it's a content management application, content management platform and applications built on top of there. 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 ten new customers, including our first two ever 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. good to see you, sir. >> thank you, sir. >> 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. ♪

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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 add mire cornerstone and yelp. i'm always talking about how important it is that young people embrace the stock market. younger investors have big shoes to fill, 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 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. work day and cornerstone are exploiting cloud-based platforms to take shares 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 reward from salesforce.com over the years is truly gigantic. and it's far more bountiful than any slower growing consumer packaged goods stock.

we just know that, okay? 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. wish bone salad dressings, i had that last night, bird's eye vegetables, hosted by hungry man, these brands have 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 to each brand taking up more aisle space in the supermarket. they have consistent dividend increases. 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.

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. ever! i always like to say there's a bull market somewhere, i promise to try to find it for you here on "mad money." i'm jim cramer and i'll see you on the rig monday! hello. you're watching "worldwide exchange." i'm ross westgate. the headlines from around the globe. the search continues. malaysian investigators say all possibilities are being looked at as officials continue to look for debris. >> we are looking at every angle. we are looking at every aspect of what could have happened on this ill-fated aircraft on this morning of saturday. disappointed trade data from china sends markets tumbling in shanghai as markets come in below expectations. relentless.