i'm not breaking any news here, but the stock reporting and the stock sold off. it's really performed well. it's defied logic, valuation has stretched, but i like the name sna. >> thanks for watching. see you tomorrow back here for more "fast." meanwhile, "mad money" starts right now. 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. other people want to make friends, trying to make a little money. my job is not just to entertain you but to educate and teach you. so call me 1-800-743 -- or tweet me at jim cramer. it's 1-800-743-cnbc. at last, at last the quarter went out with a bang! and not the wimper we've become used to.

right? this quarter did nothing! it did nothing at all! today, at least, the dow climbed 135 points. s&p gained .7%. nasdaq vaulted 1.04%. wow, breaking that streak, huh? you know what, i say good riddance to the first quarter. because this market slaughtered some of the best highest growing companies and saluted the down and dirtiest industrials and techs that have yet to show any real growth. i'm telling you. now, what they did, they went out of the good and into the bad, and i'm tired of it. but that's the way it is. i'll talk about a rotation later. no matter, nobody i know was really talking about much about the market today anyway. they were talking about a new book. a book by one of the great writers of our time michael lewis entitled "flash boys" which asserts that high-frequency traders have rigged the market. rigged the market against you.

do you know what i found was most shocking about this book? how about the fact that anyone finds it shocking in the first place. if you watch the show regularly, you know there's no news here at all about high-frequency trading in this book. that's right. flash points isn't revealing incredibly new nefarious force that's stealing money of your pockets. it's been an ongoing process where a group of rich and powerful funds and their stock market allies use super fast computers. they can take shares of that stock ahead of you and sell it back to you up a fraction of a penny. those pennies add up. they make billions from totally legal front running. long-time viewers know i've railed against this kind of parasitic behavior over and over and over again that lewis suddenly reveals. i've been doing it ever since the flash crash of 2010 when high-frequency trading funds failed to buy merchandise that many thought would just -- thought they would at least buy

underneath. and that caused ed bids to vani. to fall further and faster than anyone expected and the market ended up declining 900 points in the time between commercials on our network. it was a travesty. and i immediately brought on then senator ted kauffman, to ask what will be done about those who front-run our orders. well, he castigated the front runners on "mad money." also predicted the sec would do nothing because it didn't see anything wrong with this behavior. kauffman was right and it goes on unabated as michael lewis points out. by the way, lewis will be on "power lunch" tomorrow and this is something i think you should see at 1:00 p.m. tomorrow because he's right. now, front-running is technically illegal. if someone in a brokerage firm knows of a big custom order, let's take to buy 100,000 shares of jc penney. and another broker right next to him buys 100,000 shares ahead of the customer and then sells it to him and scalps a penny, that person will be prosecuted, probably goes to jail.

yet, if a high-frequency trader runs ahead of that order and scalps say a penny, nothing happens. somehow that's legal. it's absurd, but the sec has blessed this behavior by doing nothing about it. oh, and by the way, theoretically, it's impossible for these bandits to lose because they're never at risk. they know you're coming with your order and they always beat you to the punch every time. as my friend the well-known investment adviser bert doman points out, a pickpocket working his trade never has a losing day either. how about bigger math? if the new york stock exchange volume is 3 billion shares a day and the high-frequency traders account for as much as 70% of those 3 billion shares, that's 2.1 billion, which at a penny a day yields $21 million picked from the pockets of all those trying to make money in the market that day. that's 21 million every day. it's like a tax on trading that goes to a bunch of rich fat cats

instead of the federal government. now, i think it's an outrage and i've been saying that forever. but the forces that back high-frequency trading and those who profit from it have successfully convinced the sec and pretty much everybody else except for michael lewis that they're the good guys. their argument, they provide electricity liquidity, meaning the markets are deeper because of their behavior and better off because of them. they actually say this stuff. they routinely blast critics, people like me, as being uninformed and unsophisticated. even as friends from way back freely admit this what happens. yes, that's what i'm saying. people who do this when i see them off the desk at a bar at a restaurant, they say, yeah, you know, cramer, i know. but look, this is the way we do it. don't stop it. not that i could stop it. it's a business of legal stealing. which means, i guess, it isn't stealing at all. even as i believe these high-frequency funds are right up there with bernie madoff when it comes to ripping people off.

now, it's michael lewis' turn to go after these guys. he's an esteemed author who knows about wall street, extensive research, also worked on wall street. and i wish him better look than i've had trying to change things. the forces that favor high-frequency trading are far more powerful, much better organized than those who don't and they have a bunch of exchanges working with them. that's how they get their money. well, that's how they profit. the sec's reluctant to halt innovation and has been sympathetic and downright deferential to the high-frequency mob. perhaps this book will show them the light, especially given all the opponents that lewis revealed and how there's an alternative way to route trades, one lewis promotes in the book. frankly, at this point, i've made my peace with these guys. this is one of those cases where you can't beat them and you can't join them. they rule the markets. they aren't going away. they're getting bigger, they're getting more entrenched as the traditional exchanges need their additional business.

so, as half dozen people asked me on twitter today, what's the point of recommending stocks if i agree with lewis that it's rigged? simple, it's absolutely rigged, but only rigged short-term. you can't beat these guys if you're playing for tiny increments trying to make a living by trading in and out. they'll always beat you. but these parasites are exactly what caused me to write "get rich carefully." i wrote my book as an antidote to the arm they caused. we have to accept a new world ruled maliciously by high-frequency trading. and the only way to beat them is by investing in powerful themes that way you're not competing for pennies day in and day out you're going after multi-year gains where it doesn't matter if they scalp a penny here and a penny there. in the book i highlight, books like tech companies that harness the power of the mobile and cloud. companies that benefit from the new frugality posted great recession.

companies that are using innovation to make themselves stealth technology plays, not traditional devices, biotech firms that cure big diseases, companies that cash in on the country's newfound oil and gas. it's a shame that the high-frequency traders have captured the regulators and skim the system the way they do. you should get ready to hear the backlash. by the way, i'm sure that michael lewis will feel the backlash as i have for speaking up. the flash boys always claim their opponents don't understand. and they don't recognize all the good that the flash boys are doing. to which i say, listen to me. this is my bottom line. enough is enough already, flash boys. just admit you got a real good gig going running ahead of our orders. be thrilled the sec blesses your front-running, and shut the heck up as you rip us off rather than trying to con us into believing that you're actually helping. it's very unbecoming of a

parasite to tell its host, here's my venom, stop complaining and learn to love it. jim in washington. jim? >> caller: hi, jim, hey, thanks for recommending sanchez oil as a spec. that worked out as a ca-ching for me. >> oh, terrific. yeah, they had the best at sets and managed to be able to get the better of another oil company. that was terrific, thank you. >> hey, is -- i went heavy in gm gamestop, i didn't follow your advice back in november, didn't diversify. are they going to make a comeback with their opening simply -- >> well, i'll tell you what's interesting, the same formula as oracle. gamestop reported a bad number. have you seen what it's done? nothing but go up since then. that's people believing the second half's going to be stronger. i think you're okay. let's go to gary in pennsylvania. gary? >> hey, jimbo. >> yo, yo. >> caller: thanks for breaking it down for all of us home gamers. >> that's what i try to do.

go ahead. >> caller: please tell me, what the heck is going on with calumet? and should i jump in right now? >> i've always been suspicious of yields that high that are 10%, and i'm not going to recommend the stock. i will welcome management on to explain to me why that 10% yield is sustainable. let's go to nick in texas. nick? >> a big boo-yah, jim! >> good to have you. >> caller: my question is about linked in. i know a while back you were real excited about linkedin and yelp, and even though it was recently upgraded, is that a stock that you feel that should still be in? or is it -- >> well, this is a stock like yelp, like salesforce that's part of this great rotation i talk about every night. that means out of stocks that have high growth and into stocks that have growth that can accelerate like oracle, like

hewlett-packard if the economy gets better. so right now, if you're willing to be patient, i think you'll be fine in linkedin and yelp. that's not what the market wants right now. what have we learned from the michael lewis episode by the book? nothing. nothing new. high-frequency trading is venom to the little guy. and even some of the big ones. we have the antidote, longer term themes, and i, unlike some government agency, has your back. "mad money" will be right back. >> coming up -- power outages. no gas tank, no chance? electric vehicles have sparked plenty of investing interest. but buyer beware. before you plug your portfolio into any of these stocks, cramer has a shocking warning. and later, play through the pain? as the stars of cloud and biotech continue to take a beating, the temptation to ditch them could be unbearable.

but is calling it quits the answer? cramer takes a trip back in time to help you figure out the future. plus, straight from the source, the shift from desk top to mobile is in full swing. and tonight, cramer's found a company in the midst of the pc to smartphone shift. find out how they're making it easier to invest on the go when he heads "off the tape." 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.

a week ago, i got a call from stacy in new jersey who wanted to know about a $$650 million company named kandi. viewers trashed the heck out of

me. kandi is a tiny chinese outfit that makes all terrain vehicles and go-karts and motorcycles. but the real reason it's been an interest of late, it's got an electric car kicker. kandi came out with a cheap electric car known as the coco. and since they're trying to develop a new model that would be popular. they started a joint venture with one of the largest automakers in china. the stock has rallied 350%. just since the beginning of 2014, all the fuel cell names, kandi roared from 11 to 21 before pulling back to where it is now. i understand why someone would want to figure out what in the heck is going on. however, i'm telling you, i think you should stay away from kandi. if you've owned it for the last three months or last 12 months and you have an enormous game. i'm telling you, ring the register. why? because kandi is exactly the kind of company we dislike here on "mad money." this is a hot stock that ran too

much for no real reason other than people saying to themselves, hey, electric cars plus china, great idea. now, back in february, we heard that kandi's planning to build out electric car network in shanghai. then earlier this month, we started hearing chatter that china might include subsidies as a last-minute addition to the pollution reform bill. few days later, kandi reported earnings and revenue numbers that were up big. turned a profit and sales rose 92% year-over-year. of course, i can't tell you whether or not they're better than expected or not, because kandi doesn't have analyst coverage. normally when we're playing with speculative stocks, we like companies with limited analyst coverage. we like unknown names flying under the radar. they can have huge upside potential. but we need a little radar to compare it to. however, when you start talking about chinese companies with no analyst coverage, whole different ball game. securities regulation in china is, indeed, like the wild west. no better analogy, just thought

of it. it's like the "wolf of wall street" except without all the drugs and that other stuff and nobody goes to prison at the end of the movie. sure enough, just a couple of days after all that positive chatter and good-looking earnings number, stock got slammed because of two very ugly pieces of news. first the company announced the secondary, not good, not the end of the world. kandi tells us they're under investigation. wouldn't you have said that when you report your quarter? since then plummeted in less than two weeks. here's why we don't like tiny little chinese stocks. turns out, back in november before the huge recent run in the stock price, the sec informed kandi they'd be investigating the company and requested documents and information. but kandi chose not to mention this in the press release when the company announced the fourth quarter. again, very much like "wolf of wall street" where jonah hill gets the subpoena and tosses it in the trash and then -- urinates on it. all right. anyway. in kandi's case, did issue a

subpoena. kandi disclosed the sec investigation in the middle of a long list of risk factors, 16 pages deep into the annual report. that irks me. very often these risk factors just read like standard boilerplate. if you're going to bury a formal sec investigation list of risk factors, at the very least you should put it at the top of the darn list. most pertinent, isn't it? if you wonder why i'm telling you to do the homework so you'll know what's happening with your stocks, this is the reason. for my mind, when you've got a small chinese firm with zero analyst coverage that the sec is looking into, that's not the stock you should be playing with. of course, it's possible i end up being wrong. the chinese electric vehicle market is very likely going to be enormous it's got bad pollution over there. if kandi turns out the way to play it, it could be worth more. but kandi is a company that makes the bulk of the money selling go-karts. the story is more about hopes and dreams than reality. don't convince yourself that

kandi will be the next tesla. here's the bottom line, no matter how great a potential opportunity might seem, there's only so much risk we're willing to accept on "mad money." you can accept more than we will. at the moment, way too much risk for me unless the sec clears them, i wouldn't buy the stock for all the tea in china. let's go to florida. >> caller: how are you? >> i'm good. how about you? >> caller: i'm all right. i'm just a little disappointed with this tesla stock. can you tell me about it? >> well, tesla's another company like netflix, like amazon where the money is coming out. why? because it's consistent, very strong growth stock and this market is looking for beat up industrials and technology stocks that might accelerate the earnings power if the economy gets better. compared tesla which made the quarter to oracle. oracle missed the quarter horribly and now up gigantically. so tesla's in the dog house right now along with a ton of

other growth companies until we see a slowing economy or the industrial companies that people are taking up trip up again. kandi, i don't know, not looking too sweet here. sorry. coming up -- play through the pain? as the stars of cloud and biotech continue to take a beating, the temptation to ditch them could be unbearable. but is calling it quits the answer? cramer takes a trip back in time to help you figure out the future.

in a context that you can all understand. well, my clients wanted to know what i liked back when i was working at goldman sachs in the early 1980s. i would tell them heinz ketch-up will never be replaced by the chinese, kleenex would always be a verb, that's a household name. heinz and kimberly clark, my two favorites to recommend were naturals to be the first stocks i bought for my hedge fund. why not? they had all of the characteristics you want for stocks, best of breed, not

overpriced, kplen excellent in management. when i went out to meet with prospective clients, almost every single one i met was thrilled. they were thrilled i was thinking such long-term well-stated principles. they were my two largest holdings among others that look like them. i felt confident in these kind of picks to get my business going. i was so confident, i never imagined a clause i accepted my agreement to open up my fund and give the money back if my performance was down 10%. i couldn't imagine that could ever come back to haunt me. my reasoning? stocks like heinz and kimberly clark don't experience those kinds of declines. slow and steady wins the race, minimal volatility, nice upward trajectory over time. classic secular growth stocks that sometimes took breathers. but otherwise just created wealth regardless of the season. that's the way i looked at them. unless we get hit with a rotation, that is it. sure enough, just a few weeks into my hedge fund stewardship, the economy which had been

bouncing along constructively hit a level of acceleration. the likes of which any policy maker these days would kill for. it was as if someone flipped a switch and everything from homes to cars to retail sales just notched up in a way that took people totally by surprise. you could tell because the indicators i followed, basic plastic building blocks like etholine began to jump at once. and shortages developing for basic products that had been pretty slack for ages. i knew what you had to buy if you wanted to win in that environment. stone container, then the biggest container company, bethlehem steel, that was levered to the hottest area, construction. i knew what you had to sell, too. stocks like heinz and kimberly clark. but i told my partners, that wasn't how i was going to play it. i was in it for the long run. i wasn't going to abandon my

core positions just because of economic activity. besides, there was nothing wrong with these two companies. sure, maybe the raw cost of the glass for heinz might head up a little bit for -- maybe the cost of packing tomatoes. maybe kimberly could be hurt by rising prices, but they're hedged. i was going to let things be, let them ride it out. but the surge of economic activity didn't abate and the money kept pouring out of the staples to fund buys georgia pacific. georgia gold, alcoa, so many of the other commodity-related entities of that era. you come in every day and listen to the brokers discuss the merchandise, it was almost the same. better buy the papers, aluminums, coppers, sell the soft goods, the soaps the foods. but i was sticking by my guns. right up until there was a week where every day the money poured out of the staples and into those economically sensitive stocks like now. and each day that week i saw my cherished kimberly and heinzes drop. by thursday of that week, my

fund was down 8% largely because of the rotation. i furiously threw my excess cash at u.s. steel, but it just didn't matter. i couldn't make up for the losses that heinz and kimberly clark and others i owned were generating. i came in that following week and i was down 9%. if i were to tick down 1 more%, i would have had to open my fund and everything i'd worked for and prepared for years would disappear. they'd take all the money away. it would be the single most abject failure of my life. i would have been blown out in three months into my dream. but the alternative was to go back on every single principle i promised my investors, to think long-term, to take core positions, stay close to them, own best of breed. i decided i had no choice. i walked in the next day and sold everything. every single stock i owned. went totally into cash, chucked the heinz like a used bottle of ketch-up. ditched the kimberly. i remember getting the run the next day which is what you call

the daily brokerage report that they gave me and showed i was down 9.5% and i was all in cash. i didn't have to open. which meant i wouldn't be closed by partners withdrawing their money. and with that cash, i bought all the basic chemical and steel aluminum plays and got back to even in no time. the rest is history. whatever it takes to get even. the haters to accept the amount of money my hedge fund made up 24% annually versus an increase of 8% for the s&p during the same time. i bring up the story because now a whole new group of investors is faced with a similar rotation like the one i just described out of heinz and kimberly. the stocks going down this time are cloud based or biotech based or tesla, netflix, whatever. but they might as well be kimberly clark and heinz and the other 1987 killers, but a little more volatile to say the least. there are tons of people who want me to defend these names or want to know why i won't stick up for them or what's wrong with them. and, yes, just like heinz and kimberly back then, i don't think there's anything wrong with the more solid of the cloud

or biotech companies. they can even bounce like it did today. but i can tell you that throughout the hedge fund world, there are managers who one by one are saying i can't take it anymore. and they're going to throw out the gileads and salesforce.comes if these stocks don't bounce again. i live through it. i know it will run its course. but until it does, i know better than to stand in the way of a rotation. here's the bottom line, individuals can own stocks through hell or high water, institutions can't. but if you don't know what you own or why you own it, you will in the end be broken by this kind of thing. so respect the rotation, it's always bigger than you or your stocks are. recognize there may be nothing more wrong with the biotechs and cloud plays than there was with heinz and kimberly back then and there was nothing wrong with them. if you have to do some selling to save your sanity, especially in the strength like we had today. at the end of the day, though, it's the mechanics of money management at work.

as portfolio managers to great growers. tom in my home state of new jersey. tom? >> caller: boo-yah, jim. how are you? >> all right, tom. how are you? >> caller: good. what are your thoughts on johnson controls? >> i think johnson controls is a stock that stephanie link and i bought today. the charitable trust bought some johnson controls because every bit of their businesses are turning up and yet the stock is well behind the group. there's a big name for a charitable trust. you can find if you subscribe to www.actionsale www.actionsalertplus.com. gave away about $480,000 from last year's winners, too, and i'm proud of that. respect the rotation, accept the rotation. big money win. pain if you don't. now, understand, again, there was nothing ever wrong with kimberly and heinz. there's probably nothing wrong with the stuff you need to sell either.

>> people don't trust business when, in fact, business is the greatest value creator in the world. >> the company has built itself around a purpose. it's not just about making money. >> the opportunities for creators to create have never been greater. >> open up the highways to all mankind. i think it's the american way and it's the way we all ought to be thinking.

hey, cramerica. come on out to my book signing tomorrow, tuesday, april 1st, i'll be at barnes & noble in white plains, new york, at 7:30 p.m. it's the last signing for "get rich carefully." get your boo-yahs in while you can face to face. now back to business. it is time -- 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 you hear this sound -- and the

"lightning round" is over. are you ready, skedaddy. time for the "lightning round" round. craig in ohio, craig? >> caller: hey, jim. boo-yah from ohio. >> boo-yah, man. what's up? >> caller: not much. thanks so much for taking my call. i wanted to ask your opinion on new york community bancorp. >> it's made a big comeback and now i think it's fine, frankly. and i think that the real estate is so tight they'll do well. let's go to pete in texas. pete? >> caller: boo-yah, mr. cramer. >> boo-yah. >> caller: i have volaris, and due to the recent going down 30% on the stock, do you think this would be a good time to buy some more? >> no, this is a big disappointment. i did not see mexico just getting hammered like this. i thought that the company was doing better. i have said i got this wrong. i will reiterate i got it wrong. that means @jimcramer, people are going to say, holy cow, he got it wrong. it's true, i got it wrong.

i didn't think that mexico was going to be as bad as it is. debra in georgia, please, debra? >> caller: hi, jim, love your show. >> thank you. >> caller: what do you think of the long-term prospects for digital globe? dgi? >> defense mapping, i think -- short-term, i would say no, but because i don't know what the government's going to be doing. i think it's a good situation long-term. let's go to nathan in tennessee, please. nathan? >> caller: jim, boo-yah. >> boo-yah. >> caller: got a quick question for you about the company ecyt. >> i cannot count coming in after that one. i think we'll have to find another. it's safe to say we missed that. eric in connecticut. eric? >> caller: hey, jim, i'm a big fan of the show. >> yes, thank you. >> caller: hey, so essentially 14 months, ebay has basically consolidated in a tight range, broke out technically to all-time new highs 59.70.

where do you think it's going from here? >> i think that ebay's got a floor on it from carl icahn ceiling. the fact that the business isn't that good. you're right in the middle of the range. there's three up, three down. that means -- >> don't buy, don't buy. >> let's go to tim in wisconsin. tim? >> caller: hey, jim. what do you think of gnc going forward? >> i think it's about to have a turn, the stock is down very big. it's part of my get rich carefully quotient of stocks where people think that you go there and you're healthier. i want to buy that stock. i think it's way oversold. i want to go to rose in illinois. rose? >> caller: hi, mr. cramer. i wanted to know about cme. your thoughts on it. >> this is a consistently good company that i should be recommending all the time. they really have a great business and i think they're terrific. let's go to tim in new jersey. tim? >> caller: mr. cramer, jersey shore b-b-b-boo-yah to ya. >> right back at you. what's up? >> caller: nice, nice.

i'm addicted to your show and love your books, man. >> thank you. >> caller: sony corp., i thought i was buying a dip, it kept going but we got good life in the -- >> in the last few days, that stock's coming back. we don't know why, but you know what, the stock moving up, i'm not going to sell it until i find out why it's going up. i want you to hold on. paul in missouri, paul? >> caller: hey, how you doing, jim? boo-yah from missouri. >> boo-yah back. >> caller: yeah, i'm calling about that stock edison -- >> oh, we like that, but, remember, we're bigger fans of first solar which has been a huge hit for us. and if it comes in, it's a better buy. let's go to danny in pennsylvania. danny? >> caller: what's up, jim, from germantown, p.a. >> man, where i was born. what's up? >> caller: hey, listen, i'm very concerned about these allegations of selling a diluted drug. do you have a recommendation? >> questcor, i have no idea.

the bears hate me, the bulls hate me, i'm going to leave it at that. that's perfect. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. coming up, straight from the source, the shift from desktop to mobile is in full swing. and tonight, cramer's found a company in the midst of the pc to smartphone shift. find out how they're making it easier to invest on the go when he heads "off the tape." ♪ [ 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. ♪

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when money talks, it comes to cramer first. >> we see the huge recovery potential in the united states. >> we are in control of our destiny in this country and i think we need to get after it. >> you're either riding the innovation curve or you're not. >> my message is, don't bet against us. we're going to be the winner in this industry. >> watch "mad money" and be the first to know. time to ask now if the quarter's over, have we lost some of the most powerful themes of 2013 in the last few weeks? with some cross currents still occurring today even as the s&p

500 marched higher at the end of the quarter, certainly a reasonable question to ask. let me tick down some winners turned losers. first disappearing theme is aerospace. ever since boeing's last quarter, this group has given it up. it's been hideous. how did this happen? because somehow out of nowhere a perception has developed that there's an aerospace inventory glut. this perception lurked in the conference call, i thought it was refuted. came out in the alcoa call and with alcoa producing per plane, there's an interest here. the company admitted there was some sort of inventory glitch, but it would be resolved quickly. i think it's been resolved. frankly it's inconceivable to me there's anything more than a short-term anomalous blip because, one, the airlines are flush, and two, the price of oil's still high, which means those airlines still need more fuel-efficient planes. i believe boeing's resting and the group will take off after boeing reports. second of energy theme, software

and service cloud plays. companies that can aloud managers to keep track of everything in business on their handheld is clearly the way of the future. no doubt about that. this theme doesn't do well where a hewlett-packard catches a revenue uptick or oracle missed the quarter big and is now roaring higher even as the cloud plays have been going down. what does that tell you? a miss moves the stock higher? and earnings and revenues surprise of greater magnitude than expected is always going to be worth more than just a revenue surprise that isn't all that surprising to those who follow the cloud-based group, especially when there are now so many companies in that group. that's what people think's going to happen to oracle. it's one thing when you have a handful of companies with tremendous revenue growth vying for attention. it's another thing to have 25, which is about how many softwares and service stocks are out there. too many companies, not enough dollars to chase them versus a hewlett and oracle which could have big upside if the economy returns to growth second half.

then there's biotech. here's a group that had been dominated by amgen, cellgene and regeneron. this was the most important leadership group in the market thanks to a number of big drug approvals. and some super mergers that seem to be happening pretty much once a month. the biotechs were able to snap back today and while the approvals are occurring, the biggest so far seems below forecast and that's crimping the whole group, although the stock bounced back well today and the group is up huge year-over-year. given the size of the number of people with hep-c and the life-saving agent of the drug, i don't know why there are fears. each week, they seem to get worse. number of new biotech ipos has been overwhelming. many left for dead biotechs that were the equivalent of penny

stocks are sucking money out of the big boys. i wish i could say it was justified, but it's usually a sign of speculation. let's not forget that the biotechs always, always, always underperform. and that's exactly what people think we're having right now. aerospace, cloud and biotech all have issues that cannot be solved quickly. the aerospace stocks might turn when we get the earnings report. but the cloud and biotech stocks can only stop declining if the ipo window closes, economy falters and in the case of biotechs, we get a pick-up in drug sales and a new wave of m & a to take advantage of the decline in prices. maybe all of these start happening in the second quarter, sure didn't happen in the first. stay with cramer. gunderman group is a go.

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sometimes, if we want to get an idea of what the future's going to look like, we need to break formula here and go off the tape to check in with privately held companies that are revolutionizing the respective industries. that's why tonight, i'd like to introduce you to the coms app, a whole platform that helps businesses build mobile communications apps. two years ago, they launched the

ir app, a turnkey investor relations solution for publicly traded companies, basically companies that sign up for the service and get an app and apple and google's app stores that allows them to communicate directly with their shareholders and potential shareholders. these apps are a really great way to follow important information about companies you might own. things like investor presentations, videos, and you can even stream the quarterly conference calls through the company's specific investor relations app. you know i'm always telling you the most important aspect of investing is doing your homework. researching the companies whose stocks you own. well, the app makes doing your homework easier than ever right from your mobile device. not only do they have specific apps for major players, colgate, schlumberger, among others, but you can aggregate all of these by downloading the i.r. app folio. all free for investors and fairly cheap for the companies to pay for the commsapp for solutions. they have an app that lets

mutual hedge and private equity funds communicate directly with their clients. including a high-security version for private funds. and just this month, the company launched the employee app which lets businesses develop mobile apps that allow them to communicate directly with their employees. something that could end being a very big deal. let's take a closer look at this story with jeff corbin, the founder and ceo of the commsapp, find out more about his company and where the broader landscape is headed. mr. corbin, welcome to "mad money." >> thank you, jim. >> thank you for coming on. >> thank you. >> if i want right now to get -- when people ask me where do i get the information? i say you can go to yahoo, the street, whatever. >> right. >> what you're saying is -- your app, i can plug in your app, i can type the symbol and it will get me rather than have to filter through many things right to what i want. >> exactly. so any company that subscribes to our platform, you mention colgate, campbell's soup, you'll type in the name, ticker symbol.

and within that app, they are posting whatever content they want. so whether it be presentations, conference calls, videos, the stuff that right now the content that right now you can only really get by going to the company's website. it's not the quantitative information that you can get through the online yahoo finances, rather, it's the qualitative important information that you really want to look into to determine what a company is doing in its business. >> do you need the website or type in the company name? >> this is totally independent of the company's website. we built this platform mobile first. it can only be found on iphones, ipads and android mobile devices. when a company subscribes, they're getting all three platforms for the same price, that's 90-plus-percent and available anywhere in the world. >> who's posting the transcripts? >> the company's doing it themselves. we've created a platform for the companies to be able to post pdf

files, mp3, the standard multimedia files and to make whatever they want available through a push. and that's what's significant. since we're dealing with apps and these mobile devices, the ability to push information directly into the very personal mobile device that people carry with them as i am today right in my pocket, or i wake up to next to my bed. >> now, are you telling me i don't need one of the services that currently gives me the transcripts for companies that sign up on this? >> if the company posts their transcripts to the app -- >> are guys doing that? >> yes, they are. they're posting their transcripts, putting conference calls, the archives of the conference calls. they're hosting live conference calls through our platform. so really the significance of this is the fact that as an investor, or any other person, i no longer am beholden to my desk top. i could be anywhere in the world in an airplane. i can be in the subway and still have access to this great content. >> i've got to tell you, it makes it so there is really no excuse to not do the homework if

these companies all go on your site. >> exactly. it's being pushed directly to you. >> now, one last question, the employee app, that does sound a little bit like salesforce chat. is there some differential? >> so the main differentiator is -- and this is kind of important with our broader platform, which is my background and the development of our app. i'm a communication specialist. i've been consulting for 15 plus years for public and private companies in helping them in their communications. what the employee app does is allows companies to have direct communications with their employees, especially considering the fact that particularly in the enterprise, employees are all over the place. they're in the field, they're in trucks, they're in warehouses, they're not beholden to a desk. so this allows the company to have a one-way communication with the employees, engage with them through their very personal mobile device. we're not looking to compete with the sales forces or share

points. we believe we're synergistic with these companies. >> that's jeff corbin, the founder and ceo of the commsapp. check this out. now i'm going to tell you, if the company's signed up with these guys, go to the site. stay with cramer. >> i'm jim cramer and welcome to my world. >> one man, one mission. >> i want to make you money. >> eight years. >> you need to get in the game! >> tens of thousands of miles traveled. >> this new black gold rush is just getting started. it's the sound of american industry roaring back to life! >> we're going to be -- >> hundreds of ceos. >> my life story can be your life story. >> thousands of callers -- >> boo-yah, jimbo! >> millions of your e-mails and tweets. "mad money" thanks cramerica for being with us for over 2,000 episodes. episodes. ♪

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all right. we've got a bounce in some of these high-growth names. maybe that's the chance if you can't take the pain to lighten up. i have to tell you, i think there's nothing wrong with them. i'm sticking with the larger

themes. and the larger themes will get us through the shenanigans of the high-frequency traders that everyone's freaking out about. i'd like to say there's always 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 tomorrow! he's a successful insurance broker. she's a vice president at a leading financial firm. >> she was making close to a quarter of a million dollars a year. they were living large. >> narrator: tina and joe caronna lived the good life, with a nice house and a collection of classic cars. but joe has one very dark secret. he's stealing money from clients to finance their fun. >> he preyed on people that were friends and family. he didn't prey on strangers. there was nobody he would not steal money from. >> narrator: how far will joe caronna go to keep his sins a secret? >> i started crying, and i said, "i don't want to believe this.