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 help you find it. "mad money" starts now. hey, i'm cramer. welcome to mad money. welcome to cramerica. i'm trying to save you money. my job is not just to entertain you but educate you and teach you. call me at 1-800-743-cnbc. we need three eyes to see this market well and we're only born with two. s&p edged up and nasdaq.37%. good day. you need to keep one eye on the stock. the second eye is always on the market and third eye on commodities.

if you only look at two of them you may miss the relationship action underneath. i don't talk much about commodities in the show because most of you don't trade them and i don't want to encourage you to do so. they're 24 hour, 24/7 worldwide business. too hard for people at home. but if you want to figure out why we had huge disparities in the stock market today with industrials and oils driving, basically cancelling each other out. hence the market's flat line then you don't need to look any further than the prices of copper and oil. right now the market is in the grips of a classic slow down in china and it's ripple effect on the rest of the world. that's the ripple effect. china itself issues numbers. we focus on the raw commodities because the chinese economy involves taking those and

turning them into something. hundreds of millions of people from the world based citizenship. and at the looks of copper and we monitor that by looking at something called the jjc, a copper based etf, china is slowing down at a faster pace than we thought. it's falling from $41 at the end of last year to $35 and change. wow. i have to tell you, that's an extraordinary decline. it's what people talk about when they get off the desk. it's worrisome. it's worrisome if you own shares in american companies that do business overseas. i know it's a little ridiculous that so much could be riding on this copper china equation.

we are after all the biggest economy in the world right here. we shouldn't let the chinese tail wag this american dog. but when stocks advance as far as they have over the last year that reflects a better future worldwide. everywhere a better future. and this new chinese wrinkle doesn't fit into that rosy thesis. now, we long know that china is slowing but since that was such an incredibly fast clip we yawn about it and accept it even. however this dive in copper has people spooked that china may be decelebrating even since the beginning of the year and that's gotten aggressive in the month of march. if that's the case, then many of our industrial stocks may be too high. it's not just copper making us nervous. remember got the third eye on oil too. oil has been headed down for the last few days. it took a lot of investors by surprise. i heard a lot of people say it's going down five or six or seven bucks. you can hear the gears turning in their heads and say okay, we can discuss copper but we can't dismiss both copper and oil.

the whole darn world must indeed be slowing. maybe that's the reason why europe is getting hit all of a sudden. i woke up this morning and, wow, i was up at 3:30. don't even ask. i said, oh, the european futures are down. i should go back to bed but i couldn't. last night for the first time in ages we got weak industry production numbers. that's not in the script for higher prices either. okay. how about the second which is on bonds. we're seeing bonds rally hard which means rates, interest rates are falling. you don't get falling rates unless business is slowing down. bonds are agreeing with the commodity slow down theory and you must never forget that the bond market is much bigger than the stock market. they totally forgot about the report from six days ago and only care about a suddenly weakening europe and faltering china. so let's put it all together. we have falling commodity prices, lower interest rates, a decelerating china and add it

all up and get a picture for the industrial complex that's been strong but now could be -- okay if that's the case, why was the s&p able to flat line today? why did it finish flat? that's our third eye. the eye on individual stocks comes in. i've always told you that we do a disservice to companies when we talk about the entire market as if it is itself some giant commodity and not break the pieces down to stocks. when they go down, that's not the end of the world for lots of companies that we follow here. in fact, we often forget it's good news for the american consumer and the stuff she buys. good stocks link general mills, procter & gamble, they have done poorly for days on end. so when china sends these commodities lower these big product companies are the winners and that's what happened now in the market.

i looked at all of their charts today. they're extraordinarily good after being hideous. same thing with the restaurant stocks which have been listless of commodity cost worries. can't worry about them when the complex is going down. a positive for starbucks which i think is peaking, panera, whole foods and the like. that makes sense. we got it from krispy kreme and william sonoma which looks good. i bet they explode. we also talk about companies that don't need their global growth. cloud stock versus been climbing for days. cornerstones, i talk about these too. i like the pricelines too. they either do nothing or get crutched. nasdaq was down for five straight days but today it broke that streak and those stocks were rallying. that's what should be happening when we get a slowing role economy.

as big money managers pile out of the cyclical stocks and head right to these. i think today was day one of this rotation and all of these stock might be good places to circle back to now that the nasdaq has broken it's losing streak. that let us down. will it lead us up? i think so. the funny thing about these trends, when people send strengthening economy, we abandon every single stock i just mentioned. go by caterpillar, boeing, but when the tide turns the money goes back to the stocks that thrive in a weaker economy. that's an amazing characteristic about this market though. if we get strong numbers, the big money is going to pile back in oversold machinery stocks. what's the bottom line here? i know this kind of action must seem down right laughable if not ludicrous and it is if you have any long-term perspective at all.

but it's how traders shift money. you need to know that. it's done on a routine basis. this could have been a dreadful day. if you only had one kind of stock but if you spread your eggs around multiple baskets, we'll learn that later in the show when i reveal my play book. then days like today when things got so ugly, really ugly at one point, they're just playing on events and that's just as they should be. let's go to larry in massachusetts. >> caller: great show on monday. >> thank you. i wish that would go higher. that stock is really a dog. what's up. >> caller: thanks for your adventurous spirit. they deserve major kudos. >> they do. if you had seen us in the rope basket. my executive producer was hanging on for real life. what's going on. >> caller: it appears you're getting more selectively oily in the action alerts portfolio resinating with the painful

lesson on bed bath and beyond, i remain a patient believer in morgan energy partner's story. even though i have been taking it from the top buy at 90 lately. do you still agree and would you buy at this level? >> at this level i would. i would shocked it's come down as much as it has. they have been a issue of equity. people feel that oil is going down and going down considerably and that's hurt kinder but kinder at 7.29 yield, maybe it goes to 8. i don't think it goes past 8. i would be a buyer of kmp. derrick in washington. derrick. >> caller: yeah, jim. booyah to ya. >> to you. >> caller: nice call on the seattle seahawks. >> richard sherman follows me on twitter. >> caller: oh, yeah. i've been in it pretty deep for six months. i like it a lot.

it's got three silver bullets, what do you think? >> well it does have multiple platforms and i know that but we also have to recognize these stocks are too high. there ought to be just a hot stock show guy and he can come out and say he likes all of these stocks and i can be like his counter point. i'm the counter point on these stocks right now because they're too hot for me and when they get really hot like this, let's just say somebody gets hurt. remember that twilight zone where the guy had it right underneath -- anyway. got to keep one eye on the stock market, one eye on the bond market, and one eye on commodities. the money moves around. the only thing that will work is diverse identify. >> coming up, days after cramers trip to the gulf they make it the largest independent in america energy asset. find out what it means for its future.

later, active ingredient. investors with clout and deeper pockets have been shaking up the street this year. tonight, cramer points out one recent activist target that could have the right formulation for a move higher. plus, starter stocks. this five year bull run has helped investigators score serious gains but you can't make money standing on the sidelines. ready to dive in, tonight, cramer's got the list of stocks that could get you in the game. 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 mad money@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. i must begin my journey,

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. 

25% of our oil production still comes from the gulf of mexico. people want to write it off. people wrote it off for the last 40 years but we coming back to bigger oil fields get bigger. >> two days ago i was in the gulf of mexico standing on the 99 oil rig off the coast of louisiana. looking all over that area. now, remember that was working for energy 21 and oil and gas crews from the gulf whose ceo we spoke to right then and there. fast forward today and we have big news for these guys. buying epl oil and gas. another for a total consideration of 2.3 billion which works out to be a 37% premium. i think the deal looks exciting. but because part of the transaction is being funded with new stock, shares got slammed today. it was one of the worst performers in the market. down 7.83%. it could be bargain. energy 21 has a history of making acquisitions and using science and technology to get more out of their oil fields

than anyone thought was there. it will be the largestly held independent oil producer. it's a company that will have ten prolific fields in the region. more importantly, it's the deeper shelf assets it hasn't been able to exploit. however they'll be able to explore these holding which is could lead to a lot of potential upside. don't take it from me, though. let's go back and check in with john. the founder and chairman of ceo energy xxi. hear more about the transformer deal and what it means for his company. welcome back to mad money. >> good to be back jim. >> you say that big oil fields get bigger. some people would say wait a second. all you're doing is putting together old fields and one old oil field plus two old oil fields doesn't make a greater company. >> well, jim at the end of this day this is going to be the greatest acquisition we've done. the properties fit together like gloves. as i mentioned to you, the cinergys are amazing. but more importantly there's over 4 billion barrels of oil

left in the ground. if we get 5% out of that we're talking about big amounts of additional reserves. what means it a great deal is we're combining two companies who have different modes of expertise. they're doing a good job on the geo science side and we have done a good job on authorization and technology. we're going to apply some of their stuff to our exiting fields and at the end of the day it will be a great acquisition. >> let's pause on that because when i saw the deal, i hadn't read the terms i read the amount and i said this is going to be terrific. it's going to be big growth and then we saw this very difficult to structure three different ways that you can elect. wasn't that confusing to the market and maybe that pressured the stock when it would have been easier had you just taken down some debt? >> yeah, but again, you get so many chances to make a deal. this was not a deal that's going to hang around.

look at the long-term picture like we talked about the other night. you have to make decisions as a board and executives for the long-term. getting this group of properties together as we pay down the debt and get a higher growth portfolio out of these assets you'll see great results. >> all right. but let's talk about the cinergies because you gave great notes on the deal. it looked like some of these properties are in the same dome that your properties are. no one ever wants to be fired or see people fired but i can imagine you can do all of that dome with just the same crew we saw the other day. not two crews or separate personnel offices. it ought to be a lot of duplication. >> exactly. although i would tell you the biggest savings come. we were looking at the helicopter, typical helicopter working five to six hours a day and i'm paying for 10. so that delta 30 you were looking at right off the telepad we run our helicopter 8 or 9 hours and are doing theirs. same thing on boats. you saw the boats hanging around.

you get more efficiency of mixed assets. you'll do some on the head counts out there but a larger part on your fixed costs. >> let me play doubting thomas a second. you were talking about $20 barrel. when i look at this it came to $29 barrel. that seemed to be less discipline than what you told me that you're not that kind of buyer. >> yeah, but two things. it's $21 to $22 barrel. >> it's the level that says you can't but it seems to be out there. >> right. it's probable reserves but in our offshore world those have a high probability of becoming improved reserves. they're associated with reservoirs down dipped to existing production or an area where you already have production. you have to be in an area that is proven productive to book a probable. >> but also the other cinergy. after having been out there,

these things can blow over. you pay a huge amount of insurance. that goes away too. >> yeah, exactly. you know, ballpark numbers, let's say we're doing 225 in insurance. they're doing that and you probably don't have 325 going forward because one of your platformsor two get hit by a storm, you can't have them all get hit. that's where you get huge cinergies. probably 2 million by year two. >> now elp is a good company but throughout all the readings i did today, it seems like you either have the technological superiority or they're not getting as much out of their oil fields as you showed us you're getting out of yours. >> i mention that. i think their production, their focus is more on drilling wells and getting production while ours has been on optimizing the existing production and drilling wells through different technologies. we're going to apply horizontal drilling to their fields and what they're doing on their end,

we're going to apply to several of our fields. that's why i think it's a good marriage of the two technical teams. >> that's one thing we didn't talk about, oil has been down for a bunch of days now. west texas is getting killed. are we looking at this thing all wrong? are you and i thinking that oil is going to go up overtime all wrong? maybe this is saying there's a big glut in america and no matter what you do you won't be able to bring the stock price up from here? >> well, you know, we're producing a lot of oil in america. no question about it. we keep focussing on america oil while the rest of the world is short oil and you'll see things that allow us to export. i think the growth rate starts slowing down. >> around the world there's a much different shortage than in the u.s. >> right. >> exactly. >> all right. it's a big deal and i did not know you -- i know that you were inquisitive. well, i guess you were even when we were down there. thank you so much.

chairman of energy 21, exxi. thank you for hosting our show. >> thank you for having me back. >> guys, this stock got crushed. i don't think that's right. frankly this is a deal t numbers are going to go higher. it just seems wrong to me. exxi which wasn't pushing horrible, now have to. it's too cheep. stay with cramer. >> coming up, active ingredient. investors with a lot of clout and deeper pockets shaking up the street this year. tonight cramer points out one recent activist target that could have the right formulation for a move higher. and later, forget cash or credit, your money has gone mobile. tonight cramer reveals his favorite play on the many ways to pay. all coming up on mad money. [ male announcer ] meet jill.

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management to make changes they believe will unlock value. think about pecico or e-mail or this is one i want to talk about tonight and i haven't and that's been wrong but dow chemical. two months ago we learned he had taken a major position at dow chemical. specifically become a company focused on specialty chemicals. it goes up when you do that. it would certainly get a higher evaluation. look, if you think you've heard this argument before, it's because i've made it myself. but, you know what, dow chemical, i think the pressure is forcing them to get aggressive.

it's now what i call self-help mode and it appears to be working which is why i'm thinking this stock can go higher even without spinning off of its commodity business and this would be a good place to go. if china weakens. you know i love break ups. companies splitting themselves up in order to create value for shareholders is a tried and true way to make money in this market. something to write about in get rich carefully. but not every company that looks like a break up candidate should be broken up. sometimes there's a reason to have a spare business under the same roof. sometimes they do a terrific job making of the different segments work well together. that's what we're seeing at this moment with dow chemical. they're making the company work without the need for big corporate divorce. it's my least favorite chemical company for a long time. other names like ppg and dupont, the ones i champion on this show have either gotten rid of their commodity exposure or are in the process of doing so.

we learned that fnc, it's another chemical player is pharmaceutical business for its commodity business and jumped 6.7% on the news. this is the latest and greatest way to make money. how is it that dow chemical can make things work with a commodity business under the same roof. dow is making it work. 50% return over the last 10 months. there's one way it's different from the other chemical companies trying to spin off of their commodities. dow's business is mainly things like performance plastics and materials as well as feed stocks and emergency. why is this important? because dow chemical is vertically integrated. that's the argument made. make specialty ones so there's a good reason to keep both businesses under the same roof

and that wasn't the case at dupont where a big part of their commodity business was a whitener that almost had nothing to do with the rest of the business. it's showing us howell dow chemical can work. the company just knocked it out out of the park off of 43 cent basis. rose 3.4% year to year over higher volumes and stronger prices. imagine the wall street equivalent of screening that they think business is improving and the stock is way too cheap. wait a second, don't write that off yet. 1.5 billion after 4.5 billion that's equal to 7.6% of the company's market cap and that whole 4.5 billion is made to be used this year. i have to believe that it's the way of telling dan low and plenty of value. it's different by 15% yields 3%.

wow, long-term strength in business. that doesn't mean he's not taking some action. back in december, dow chemical announced it would sell it's business at some time over the next year or two. this is a commodity business. it doesn't gel with the rest of it. so selling it makes sense. meanwhile dow chemical is a place to focus on high growth, high margin projects. agriculture business. major investments on the gulf coast. take advantage of that low natural gas. that's the key food stock for chemical companies and it's plenful and extraordinarily cheap. when we were in louisiana you could see it everywhere. major petro chemical plant. they get 70% of the sales. the trouble with these businesses is they're boom and

bust. a lot of them are dependent upon china. when the economy gets weak they get crushed. that's why dow chemical sells for 14 times earnings here. it's an 18 multiple. ppg and it deserves that premium. but the bottom line is dow chemical is out to prove the activists and the critics wrong. dow's ceo doubted but i now believe has really turned the company around, wants to show his company doesn't need to break up to make the company successful. the stocks had an epic run. i told you about it at the top of the show, especially with dan low waiting in the wings. and if we learned one thing in 2014, it's that few situations are more lucrative than a motivated ceo and an activist underneath doing prodding. let's go to paul in texas.

>> booyah cramer. >> booyah paul. >> caller: i want to talk to you about dean foods. the stock dropped from $40 to current price around $14. is it valued at this level. >> this is one of those, you have to think, dean and white way broke up. dean is commodity and we don't like those missed quarters. white wave is leading the plant-based revolution. you open the refrigerator there's the almond milk and soy milk. i want you to white wave. the stock didn't pull back an inch. it's incredible. if it ever -- buy buy buy. >> tom in new york. >> caller: booyah from snowy new york. >> i love it. >> caller: thanks for taking my call. listen with all the oil being

transported and the safety concern with the older tank cars, i'm looking at buying american rail or trinity. you got any suggestions? >> this is great -- i'm going to talk about trinity for a second. i looked at trinity from 60 to 70 and i said i cannot believe i missed that. have to go find another train to ride. i think you have to accept, paul, that we have missed trinity. it's moved up too much. but when we get these sell offs like whether they're based on china or europe or some piece of data, trinity comes down, we can pull the trigger. but we missed trinity. we missed it. sometimes you just have to own that we missed it. looking for chemistry, dow chemical has got it. management is out to prove the critics and activists wrong. i say what a great situation. the stock goes up because of management or the stock goes up because of the product. that's what we're looking for. stay with us. >> tomorrow, kick off the trading day with squawk on the

street. live from post nine at the nyse. >> i think it's moving yesterday. >> unbelievable. >> the idea that they might optimize. that it could optimize. >> it all starts at 9:00 a.m. eastern. ♪

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it is time. it's time for the lightning round. and then the lightning round is over. are you ready? it's time for the lightning round. mike, mike, mike in new york. it's wednesday. mike. you're up mike. >> caller: how are you doing jim? >> how are you about partner. >> caller: cara. hanging around -- >> it is losing a lot of money. i have to see more from these guys before i pull the trigger. i need many shots on goal.

this one has a couple -- no thank you. can i go to john in illinois. >> caller: booyah, jim. >> booyah. i'm just going to ask for devices. >> look, if i'm going to be in that group i'm going to be in sky works. these parts manufacturers, they're not doing anything. i just don't want to own it. jenna in connecticut. >> caller: hey, jim, how are you? >> all right. how are you? >> caller: i'm doing great, thanks. my question is about raven industries. ravn. partnered with google to bring internet to developing countries using high altitude balloons but their stock is down today following their earnings report this morning. what is your opinion. >> well, not today. have to tell you the domestic number, the technology number was very weak. they said it was fluctuates.

i didn't like the answers. you can't touch that stock, dear, i'm sorry. they didn't make the quarter. can goi to roy in washington, please? roy? >> caller: hi, master cramer. >> what's up. >> northwest. >> i love the northwest. >> caller: i have been in and out of davida and was thinking about going back in. what's your take? >> i think it's a terrific health care play. it's just incredible -- kidney failure is a terrible disease and davida has the answer. i want you to answer it. let's go to robert in new york. >> caller: mr. cramer, manhattan booyah to you. >> what's happening. >> caller: my question is you're so diverse when it comes to seeing the big picture. i want to know what you're feeling is about a company called lions gate films. they have an enormous amount of product.

>> yeah but the stock spiked yesterday because catching fire hit the stand. now i was in the walmart in louisiana and i wanted to buy catching fire. my stage director kyle said that would be silly i could buy it back in new york but the main take away is it did catch fire and they sold a huge amount of product and that's why you had to buy it on friday and not today because the trade has occurred and that like the lightning round is over. >> the lightning round is sponsored by td ameritrade.

as your investing coach it's my personal mission to teach you how to become better at managing your money. that's why every week we're devoting a segment to cramer's playbook where i go back to basics and explain the personal finance stuff and important investing ground rules that we sometimes cross over because there's not enough time in the show for me to repeat the stuff every day but today is your lucky day. i have been going through your questions on twitter at jim cramer and i've seen a lot of basic money management queries. so this week we're going to do a two-part playbook where professor cramer will be teaching your investing 101. it's stuff you absolutely need to know. for those of you, i'm going to throw in useful advice for you too.

this all started with a tweet from @alexis cook csr that tweeted where do i start to get involved in the stock market. #getaplan. i wrote this book for you, alexis. get rich carefully. you should read it. read it from cover to cover. i'll sign it for you this weekend at costco. i'm not kidding. i wrote the book for people to figure out how to get started because too many people tell me i don't know how to do a thing. but to sum things up, i believe in diverse -- diversified portfolios. forget buy and hold. it's a great way to lose yours or cramer's shirt. instead we practice buyer homework. if you're going to picture individual stocks read the file, the annual report, you have to read the quarterly. the most important element of the homework is going over the

earnings report and not just the earnings release. you have to listen to or read the transcripts of the quarterly conference call. there's no better source of information than the calls. in my book i tell you how to. i break it down so you know what to listen for. you to research the sector. try to figure out if this is a good moment to own things in the industry you're looking at. then compare the stock to its competitors to see if it's evaluation makes sense. or if something else is a more attractive buy. you have to do that checklist like that. if you're not willing to put in at least that much work. if you're not, you know what, i know it's a stock show but you should stay away from owning individual stocks. stay away. the fact is, investing like everything else in life takes effort if you want to be good at it. i'm not trying to guilt trip you into spending more time doing

your homework. i know a lot of people that don't have the time to do the individual stock research i just traced out and to have a meaningful diversified portfolio, people are saying i have 100, i have 2,000 -- no, i don't want you to pick a stock until you saved $10,000. save $10,000 because there's not much point in individual stocks until you save that and put it in an index fund. which brings me to this question from mark, who tweets in what index fund should a young investor put his first $1,000. great question. if you don't have $10,000 to invest in individual stocks or manage your portfolio then you should put your money into an index fund until you get to 10,000. specifically you want a cheap index fund that mirrors the s&p 500. that way you'll have exposure to american equities. remember that you'll never beat the market if you simply joint when you pick an index fund.

picking your stocks is the best option. keeping your money and index fund that mirrors the s&p 500 is a perfectly fine way to go. it's the vfinx. very low fees. the first $10,000 index fund. not stocks. stop tweeting me and saying i've got $900 i want to buy a stock. i'm not going to let you do that. go follow someone else. however if you do have the time and inclination to own individual stocks, have gotten a ton of tweets about what constitutes a diversified portfolio. so let me spell things out. simple, people are always tempted to forget about it. in a nutshell, your diversified with no more than 20% of the portfolio in the same sector. it's all in important because you don't want it to get your portfolio. too many people put all of their eggs in one basket. then we saw them lose everything.

and in 2009 at the beginning of the year with banks. if you're building diversified portfolio a minimum of five stocks. any less and you'll break the 20% rule i just mentioned. but don't own more than 10 stocks because then you have too much homework to do. you'll be your own personal mutual fund. no one can do that if they have a full time job. if you were to build a portfolio, here's suggestions of how to lay it out. i get that constantly. it's the way to play the american energy renaissance i'm always talking about. that's why we wrote about the theme in get rich quickly. for your oil name right now, energy. second a tech place. something riding the wave of social mobile and cloud. i show you why google is worth what it is in the group. another charitable trust. third with the global economy now in recovery mode, industrial.

i'm not going to be squeamish about china. it will come back eventually. it's terrific industrial and i believe it could unlock a lot of value. for the four slot, a retailer. perhaps costco. it just got banged up. whole foods has come down a lot. stock number five, healthcare. go with merk. maybe more aggressive, you go with gilliad. one of my four horse men that i talk about all the time. and in the book, it's down from its high. one of the top five sectors how about an entertainment stock. cbs viacom, time warner. remember to own individual stocks you have to do homework. stay diversified keeping your homework spread out among many sectors. right now i recommend domestic oil. tech is riding social, mobile,

and cloud. a retailer and health care stock. stay tuned tomorrow for more investing 101 and for more basic financial advice check out your money.cnbc.com. stick with cramer. coming up, forget cash or credit. your money has gone mobile. tonight, cramer reveals his favorite play on the many ways to pay.

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okay. i love this piece because sometimes an idea comes along and you just wish the investment bankers would pitch it to potential buyers before it gets too high and out of hand. that's how i feel about veraphone. simple pay. the payment system company with a base of 5 million out of 8 million. this company could make a compelling acquisition for everyone from ebay to starbucks. bear with me. the companies will have to move fast because not only is verifone going down, it can go higher, much higher after the quarter reported last night. it was for years a darling because it had a lock on the technology associated with the cash register although even using that term these days seems dated. but the company of multiple stumbles over the years including county irregularities and then warnings disappointments that laid low. it caused investors to flee but not the customers.

last night we saw the fruits of gallant's leadership and the company reported a stunningly good quarter. 11% today one of the biggest gainers in the market. the acceleration in growth includes 5% organic growth in europe and asia versus minus 15% in the 4th quarter of 2013. this is the beginning of the come back. they have not one but two secular trends in it's favor. the need to update terminals like point of sale security breaches and the point of sale terminals using what's known as mastercard visa dipping technology. it's been encrypted than the current swipe card. i think those can lead them to produce much higher earnings in 2013 than the $1.90 expected. way too cheap, especially since it traded well north of $50 years ago. here's where the excitement comes in, though.

i would never recommend a stock on a regular basis but you know from last night's reports, it's so spectacular that the point of sale terminal business worldwide, do a little mobile payment, i would just flat out buy verifone for $50 a share. there's the option on the internet but hasn't been able to crack the bricks and mortar side on the way worthy of the excellence of its product. thousands accept paypal online. but only 20 large retailers except the platform. he would say paypal isn't doing well enough because it's buried within ebay. a focused like laser paypal would be able to grow more on its own. i agree. i would merge with verifone. it's too terrific an opportunity. let me say that if i were running starbucks which i am most certainly not but would

love to, i would embrace this extraordinary mobile payment strategy that they have been working on and make this acquisition. it could be very interesting as it would allow starbucks to deploy their unbelievable technology. well beyond their own stores, create billions of dollars in value. think about this, starbucks can spin out this division to a stand alone company that might be worth at one point, maybe, almost as much as the coffee and tea chain itself. for the moment, let's consider all of this the icing on the cake. it's done wandering the wilderness. with or without a take over, i think pay goes higher. plain and simple. stick with cramer.

i like the commodities. fannie mae didn't work. i don't like to see frothe anywhere. i don't like to see that necessarily. the nasdaq has been down.

i want you to go over your portfolio. if you don't own one of those i talk about all the time, today was day one. there's always a bull market somewhere. i promise to try to find it just for you right here at "mad money." i'm jim cramer and i will see you tomorrow. hole hello. you're watching "worldwide exchange." the headlines today from around the globe. more warning signs from china. industrial production and retail data coming in weaker than expected for january and february. a mystery over flight 370 continues as u.s. intelligence believes the plane flew for hours longer. malaysian authorities are set to hold their latest press conference shortly. german chancellor angela

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