i'm melissa lee. thanks for watching. see you tomorrow at 5:00 p.m. for more "fast." 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. 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. my job is not just to entertain, but to teach you. call me at 1-800-743-cnbc or tweet me, @jim cramer. did someone flip a switch? everything that was bad last month suddenly get better? hence the dow climbed 75 points

and the nasdaq vaulted up 1.64%. could the market be this stupid? and forgetful? you bet it is. the market encompasses money managers who have their open -- own motivations and and these guys can be as fickle as all get out. buy buy buy buy, sell sell sell sell. sometimes that seems valueless at the end of the quarter and sometimes it seems ridiculous. but let me explain to you what is liked yesterday can be hated today. and what is liked -- what is liked today was hated yesterday. literally overnight. i'm not kidding. because the buyers don't mind returning to shunned stocks now that the last grading period is over. and a new one has begun. i know this sounds ridiculous, okay. when i first heard it, i thought it was ridiculous. i was working a at brokerage house, but i always want to keep

in front of you the rules of the game. the way money managers think. because if you know how they think, then you'll be able to make more money when they pull their shenanigans as they have in the last 48 hours. remember i was a money manager for 20 years. i saw firsthand how this stuff works. see, a key principle of most managers who have to show their holdings to investors in the public they never want to be out of step with the times. as i said over and over again, the first quarter amounted to a rotation out of last year's hottest leaders. the biotechs and the expensive tech stocks and into the old time pharmas, the soft goods names. the industrials and the lower multiple value tech stocks. these fashion conscious money managers didn't want to get caught wearing the wrong stocks to the reporting party. so last quarter, many of the markets' leaders from the year

before, you know what happened to them? they were taken out and shot despite excellent quarters and lots of good news. at the same time, there was an endless progression higher -- buy buy buy buy in the industrials as the group think of the money managers about a turn in the global economy led to relentless buying in stocks like caterpillar or ingersoll-rand. alcoa. have you seen the run that alcoa had that became loved or as we see when they get the quarterly reports in few weeks in some cases overloved. >> boo! >> we saw the same three-month love affair with the value tech stocks. intel, microsoft, oracle, sea gate. western digital. those could not be contained. just old fashioned yesteryear fact tick that got dusted off because it got too cheap versus the newer, hotter stocks that had been leaders.

chiefly those that embraced mobile, social and the cloud. all of which were clubbed into submission by the end of the quarter, even though i promised you they'd snap back. sales force.com had become a whipping boy. i couldn't believe how much the thing had gotten hit and hit and hit. but you know what? sales force was no different than google. facebook. you could barely look at those names by the end of the quarter. it was too painful. and if you did, you were rubber necking rex on the stock market highway. yesterday today, they came roaring back as if they never fell out of favor at all. in the mean time, stocks like eli lilly and merck, thought to be left for dead in the pharma space were higher in first quarter and stocks like celgene

languished. today, merck and gilead rallied. you have to understand the vicious rotation made opening the stocks too difficult until today. no hedge fund or mutual fund wants to show they want to own anything going out of style in the wall street fashion show. they can imagine the investors peering through them and saying, you mean you held on to that blankey blank yelp and road it down from 179, what kind of idiot are you? or you kept facebook after that moronically stupid what's app buy, did you go to college to get stupid? but here's the thing. now it's a whole new quarter and these funds that are drawn to growth stocks can revert to favored names because they don't need to show their position thor three more months. even better, they have come down to levels that might make sense.

on a valuation basis for entry points versus the saw growth stocks that some have loaded up on. i want to give you a classic example. i know you probably think facebook is a bunch of idiots these days. they're throwing money at stuff we don't want. even after throwing all that money can earn as much as $2.50 in 2016. remember, they care about the out years. that means the stock is trading at 24 times earnings. 24? i mean, at a time when the average stock is selling 17 and a quarter, despite having a growth rate that's fraction of facebook. 17.25 is the multiple for the average stock, how can that be? but facebook has came down so much. no wonder it came roaring back 4% today. it's not done going higher. my charitable trust thinks it's a good name. consider the two names i mentioned celgene and gilead.

celgene had a setback in the united kingdom for one of the key drugs and that helped to push the stock down over the course of the last quarter. one of the worst performers in the s&p 500. meanwhile, all that's happened is the earnings estimates have gone higher. what's it selling at? we have to do that alyes bray thing? it's cheaper than merck or pfizer. and it goes up 5% in a day. 5%. today. how about gilead? lately there's some negative research about the new hepatitis c drug. i can earn $7 a share two years from now. during the spring cleaning where they dumped everything it was sold down to 68 bucks that's selling for less than 10 times earnings. and the disparity became ridiculous, today it burst up

4%. i'm not saying that the grand growth sell-off can't return. especially with the flurry of the initial public offerings in the works. however if they have been in their bunkers for the last month should begin to emerge tomorrow morning at 6:00 a.m. now that first quarter selling is over, that's the way it's always played. we saw an excellent firm today, r.w. baird coming out, adding celgene to the focus list. it wouldn't surprise if me goldman sachs taking celgene off the buy list at a much higher level comes out a rndz everses that call. -- and reverses that call. it's more likely than blankfein being on jimmy fallon tonight. happy fool. those who haven't spoken up in gilead's -- by the way, that was goldman's joke i stole it on

twitter. the facebook clock which has been remarkably silent after the virtual reality mass acquisition, that virtually no one can figure out and does seem as dumb as wood, no offense to warehouser, will most likely feel emboldened to praise the company. it is only natural that those who liked yelp and work day and concur and sales force.com will also come out from under the desk where they have been hiding for weeks. boy, it must be smelly down there. i bet every one of these gets pushed in the research minis tomorrow. does any of this make sense? not at all if you're an individual investor, but remember, no one sees what you home gamers are up to. unlike money managers you can control your own money without worrying your clients will take it away from for sticking with that boneheaded facebook. they don't have the luxury. it's another straight jacket that keeps them from doing as well as they like. the bottom line as i always say, you can beat the pros at their

open game, as long as you have conviction and do your homework. you can play it by your own rationale rules to get rich carefully. hem funds have to play -- hedge funds have to play by rules to gather assets aggressively and this can conflict, actually conflict, with making money in the market. and at the end of a quarter, and the beginning of a new one, like we just had those two missions couldn't be more at odds. how about arthur in california, please. arthur? >> booyah, jim. first of all, just wanted to say i love your show. and i wanted to thank you for taking my call today. >> thank you. i was having an excess tential crisis between 2:30 and 3:00. i want to talk about rocket fuel, despite it being in the high 50s and 60s, what are your thoughts? >> i have to tell you, this is -- it's mind numbing how

difficult this stock is. and i have to tell you, i am -- we had them on they're very bright guys but the advertising on the web is one of the situations where it's too hard to gain the quarter. i don't know how they'll do. they sure did talk a big game. i do like them. but it's too hard for this guy. after what i saw the destruction i saw this last quarter, let it bounce. but then let it go. daniel in virginia. daniel? >> caller: hi, jim. >> how are you, daniel? >> caller: i'm doing well. >> well, i had virginia in my bracket. so i'm like nowhere. i don't want to blame you. it's not your fault. go ahead. it's my stage manager's fault. >> caller: my question is regarding office depot of the merger with officemax. in your opinion, what is their long term outlook? also i understand staples have made changes such as closing several stores.

so how do you feel that -- >> my long term outlook is similar to what mr. t said to rocky. pain! that's right. i don't like office depot. anyway, your rules are not their rules but you can outsmart them if you simply understand them and do your homework. now, you have to understand them. that's the only way that you can profit from their lunacy. "mad money" will be right back. coming up -- bubbling up? as the market cracks another all-time high, many wonder if a bubble is about to burst. cramer uses his 30 years of market experience to help find the answer. and later, profits in the pipes? the american energy revolution is in full swing. the transporting has led to the national debate. tonight, cramer gets the latest on the push when he talks with the ceo of enbridge. all coming up on "mad money."

>> announcer: 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. aflac. ♪ aflac, aflac, aflac! ♪ [ both sigh ] ♪ ugh! ♪ you told me he was good, dude. yeah he stinks at golf. but he was great at getting my claim paid fast. how fast? mine got paid in 4 days. wow. that's awesome. is that legal? big fat no.

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it's bubble, isn't it, jim? that's the question i get the most as i wind up the bookstore which ends tonight at barnes & noble in white plains after the show. of course they're telling you it's a bubble, jim. laying out on the line, lecturing you even. they do it with a grin. i can understand where they're coming from, because the s&p 500 hundred has come back. and here's the problem with the bubble call on the market.

this last quarter saw the slaughter of the one-time favorites that i think it's fanciful to say we have a bubble on our hands. w4e7 the leader -- when the leaders in past quarters where tyson foods, how can we print off that? a bubble. when celgene and gilead sell at ten times 2016 earnings how the heck does that constitute a bubble? at the end of the day i think it comes down to the individual stocks. has there been a bubble in the 3-d printing stocks? i think there was a bubble. but trust me, a bubble in 3-d systems the leader of the group plummets from $97 to $58 as in the past quarter. has there been a bubble in some of the biotech stocks that traded single digits? sure, but these two got popped. yeah. they gave up the ghost in a lot of the part of the quarter. same with the cloud stocks. thanks to the oversupply and a market that market that stopped

paying up for growth. even tesla, amazon, netflix. netflix they have fallen -- i mean, down 50. fell 100 points from the high. 100 points. if anything, these sound like pop the bubbles to me. so what do people get when they tell me it's a budge? i think the sub next is, i miss the moon. that's right. it was all phony anyway. or you and your people -- anybody who buys my people, it's one of my peeps. you and your peeps have made a lot of money. but your peeps are all going to give it back. is that too harsh? i don't think so. because the simple truth is that these kinds of stocks that made you a lot of money last year, but this year the gains have been in stocks like caterpillar, oracle, stocks that are simple. they're cheap. they're dirt cheap. if they get it right and there's a sense they might in 2014, they will go even higher. as i finish this bookstore where i have met thousands of people, i mean, literally thousands of

people, really hurt my hand, i'm struck by how many of those who bought the book are simply trying to exploit the next opportunity in finding stocks they can put away for their kids. there have been plenty of bubble questions and a ton of when is apple going to move? you don't buy the book to confirm the bubble you know exists and is guaranteed to destroy your nest egg. i think it's a shame that the pronouncement of a bubble by those left behind is stated with such a level of certainty. it makes me think that it's the bubble callers who are the most unrealistic and the most fanciful. and yes, the least rigorous. not the buyers. who will continue to make moe mee in the market while those who are supposed to be older and wiser sit on the sidelines, cat calling and blowing bubbles all the darn way. thomas in ohio. thomas. >> caller: hello, jim. >> thomas. >> caller: jim, can you hear me? >> yeah.

i got you. it's cloudy here. >> caller: drillers have been beaten down lately. what do you think of c drill in particular? >> everybody wants the darn sea drill. the yield is too high. i like the drillers. i was on a rig not too long ago and enskow has got a safe one. i wish i could say, yes, sea drill, it's definitely safe. i didn't want to say that. i'm sorry to burst your bubble but i wouldn't say we are in one. don't be fooled and stop sitting on the sidelines already. will you? stay with cramer. coming up -- is the bull back? the market hit a fresh all-time high today. but can it continue to reach new heights? or is the bull run done? cramer reveals startling new data that's critical to forming your next move. so i c

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now that the roller coaster first quarter has finally come to an end, time to take a step back and try to figure out where the major averages are headed. we want to approach this unemotionally with cold and mathematical precision. that's why tonight we're going off the charts with the help of carolyn broaden, a terrific technician who runs the website

fibonacci queen.com. to get a better sense of the s&p 500 and the nasdaq 100. i don't like to rely on the charts alone, but as i tell you in "get rich carefully" when you combine it with the fundamental homework i'm telling you to do, i think it makes you a better investor. let's start with the big picture. take a look at this super long term monthly chart of the s&p. broaden thinks that we've got a bullish pattern going here, however, she's starting to see signs that make her want to throw down a yellow caution flag. she's not saying we're about to fall off a cliff, but there are a number of things that make her want to be more careful. first of all, whenever we highlight the charts, we talk a lot about resistance levels. prices that represent a ceiling for a given stock or an index. but remember your algebra, a graph has two axis and price is only one of them. the thing that's really neat about broaden's method is that she looks at the x-axis which

measures time and she thinks the s&p 500 could be facing serious time-based resistance. in other words it is possible that the bull which has been around since march of 2000 -- march of 2009, i mean, pretty clear, right? may finally have worn out the welcome. listen to her logic. if you look at the rallies of the lows from 2002 to the peak in october of 2007, it's lasted for 60 months. the run from 2009 to today is 61 -- excuse me, 61 months. this is what broaden calls symmetry. you'll often see moves that last for roughly the same amount of time with her work or roughly the same amount of points. time and points. those are her touch stones. that's why she's concerned that the s&p could be facing time

based resistance. it's happened before. and it's worth keeping in mind if the market stalls out in the near future, 60, 61. the second worrisome thing about the chart, a bit of a high quality problem but the s&p has met broaden's long-term upside target which we have discussed so many times here. she always said that this market was going to get to 1823. even in the darkest hours. how good is that call? the s&p is more than 60 points above the price target which she arrived with the fibonacci price targets. 23.6%, 38.2%. 50%. 61.8%. and 100%. she applies the ratios to past swings and uses the results to predict where we're headed. so now that the s&p is well above her long-term target what's next? well, she says it's possible that the rally could continue in

which case her next upside target is 2138. that would be a good move. however n the s&p keeps stalling out at the same levels and can't trade much higher from here, then broaden believes we'll be vulnerable to a deeper decline than we have seen in a long time. i don't know, she made me quite concerned. check out the s&p's weekly chart. she points out we have a big problem here. there's a wide ceiling of resistance running from -- you can see it 1881 to 1920. and so far the s&p has not been able to jump above this hurdle. broaden notes there are a whole host of important fibonacci levels in this zone. which together constitute a powerful ceiling and that's containing the rally. and if the s&p can't clear these levels some time soon, then broaden says it will get hit, but a matter of how hard. i saw the transports go up to new highs today. i was hoping this would change.

she thinks we need to be prepared for a steep correction. the question is how far we'll fall back? as long as the pullback stops before the s&p hits the early february low, of 1751, then that simply is garden variety sell-off and the market can resume to march higher. but if it drops below the february low, broaden says that could be a serious problem. might indicate that the market has indeed peaked. wow, that would be bad. that did again put a scare into me. in other words, right now the s&p's chart is a toss-up. if it can keep rallying from here, then broaden predicts a tremendous move high their can get the s&p up to 2138. but if the rally stalls out and starts to pull back, she thinks we could be in real trouble should it drop below 1751. from the chart perspective, coin toss. i don't like coin tosses. i want something more

definitive. but that's what we have for the s&p. how about the nasdaq 100? all right. gives you hope here. the mbx -- the index of the 100 largest companies makes it a terrific barometer for tech. take a gapdzer at the nasdaq 100's daily chart. it paints a different picture from the s&p. this peaked early last month on march 6th. so we already had that. and that came right at the moment when broaden's fibonacci timing cycles indicated a possible change in trajectory. and another good call. plus, the ndx ran into the ceiling of resistance on the price side at the same time what we sering with -- what we're seeing with the s&p 500 right now. the nasdaq 100 has pulled back dramatically. look at the 100's weekly chart. so far, broaden said it made a roughly 61.8% retracement back

to the early february lows. pretty amazing this number keeps coming up. in fact, she thinks it may have fallen far enough that it's able to bottom and rebound like it did today. but last two big climbs were 228 and 215 points. so far this has lasted for 195 points so if her symmetry pattern holds true, the nasdaq 100 should be nearing a bottom if it hadn't bottomed already. which seems likely after today's terrific run. meanwhile it has a powerful floor of support. about 100 points below where it is right now. as long as the price holds, she thinks it can get back into rally mode. her initial upside target, 3791. wow. but again, if it drops below the february lows all bets are off but i detected far more bullishness when it comes to nasdaq. here's the bottom line.

the charts are interpreted by carolyn broaden the s&p 500 and the whole market could be in a precarious moment. tech as represented by the nasdaq 100 may be in rebound mode after end of quarter bottom just the other day. but broaden says you need to watch the s&p like a hawk to make sure it doesn't break down in a way that predict, an even bigger decline. i wish everything could be all sunshine and rainbows but right now, right here, the s&p advises caution. i thought the nasdaq might be worth a little flier. sam in illinois. >> caller: hey, thanks for all you do and thanks for your motivation. >> oh, man, no problem. i like it. what's up? >> caller: charles schwab. >> i think it's the right stock. i think if the short term rates go up, i think it's good. i think it's a very well run company. i like schwab here. what do the charts say about the s&p? it's balanced on a knife edge, bit of a coin toss. i don't like coin tosses. how about the nasdaq?

tech could be in rebound mode. still caution please on the s&p. and don't move. the "lightning round" is next.

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>> it is time. it is time for the lightning round. you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? time for the "lightning round." start in washington. nacine? >> caller: hi, jim. i have a question about the blackberry. i bought it for a high price. should i keep it or sell it? >> i think this is going to trade 6-10, but not go below 6 or above 10. that's -- you're stuck in the middle. not a good risk/reward. debby in florida? >> caller: hey, i want to know about buying more gold. ryan gold -- >> if you want a gold stock, it's rand gold. can i go to don in california, please. don? >> caller: hey, jimmy baby, tell

me a story about apolo education. >> okay. if you want that kind of educational program, absolutely this is the one. this is the best of what i regard unfortunately in a bad neighborhood so i won't recommend it. steve, stephen? >> caller: booyah, this is stephen in des moines. i grew up watching and you lou -- >> thank you to be in the same sentence. >> we do not like this kind of real estate investment trust, stay away. let's go to scott. >> i have been calling about canadian solar. >> but we were wedded to the first solar. but i think it's best in show. may i go to robert in colorado, please. robert? >> caller: booyah, jim, from denver, colorado. >> nice. hit me. >> caller: i was wondering what

you thought about winnebago? >> it's a great brand name and i think the stock can work its way higher. jerry in connecticut. jerry? >> caller: booyah to you, buddy. how are you? >> all right, how are you? >> caller: good. thanks so much for what you do for everybody. i hope your bracket is doing better than mine. >> i've got florida but so does everybody. >> caller: my stock is eli lilly. >> it's fine. it's had a big run. i think it pulls back to 54 you can buy it again. tom in kentucky. >> caller: hello, jim, long time/first time. where is my stock going? it's atmel. >> it's doing good. old fashioned tech, inexpensive. i think it goes to ten. it's like kentucky. it stays in to win. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> announcer: the lightning round is sponsored by td ameritrade. there's always a bull market

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you know the north american oil and gas renaissance, it can make you big money year after year, but only if you know how to play it. and for those of you who don't want to gamble on where the oil and gas is headed, there's so much more oil found in this north american continent of ours that we know it's being shipped by rail, barge and by truck. that means the pipe line operators have a terrific long term growth opportunity. which brings me to enbridge. enb, that operates the world's longest crude pipeline system through canada and the united states. they have exposure to red hot shales as well as the alberta

oil sands and they have gotten on in the natural gas oil gathering business where they transport it to a central location to be processed. plus, enbridge has an alternative energy kicker, they have geothermal energy. but the big story here is that -- is the pipe lines. and the fact that over the next two years, enbridge has $18 billion worth of growth and expansion projects. right now, it pays a solid dividend, yields 2.8% and the new projects will fuel the groet growth that will allow it to grow for years to come. it's giving you a nice 16% return. let's check in with al monaco to hear more about where the company is headed. welcome back to "mad money." >> hi, jim. thanks for having us back. >> well, al, i have to tell you you probably have twice as many projects up your sleeve as any other company i deal with in your industry. do you have the financing and do you have the wherewithal to get

the projects done? >> it's a good thing to point out right off the bat, jim. you have to be very disciplined around financing with that level of capital investment in front of you. and in our case, that means having strong credit ratings, having good liquidity in the event that market destructions occur which we have to plan for, but don't expect. and making sure we develop our markets so whether that's the debt market or the equity market. making sure that's always available to us. we have to be disciplined. the other thing is, jim, you can't get cute about raising capital. you have to raise it when you need it and in this environment it makes sense for us given the amount we have to start ahead of the curve and try to get as much done as we can. >> how many do you think will be equity versus debt? >> well, the large component of it will be debt financed from here on in. we have done a lot of equity in the last year or so. we still have some additional equity to raise over the longer term.

we have various sources of equity financing for that, but the primary component will be debt at least for the little -- next little while. >> what are the returns on anticipated capital for the biggest one that you talked about, the one in the beginning of march, the main line replacement program. >> well, if you talk about returns on equity, jim, generally we look at that as in the lower double digit returns. and that can vary sometimes it starts lower than that and ramps up. but generally we look at lower double digit returns. we're not a producer, or refiner, so our returns tend to be lower, however, they're more predictable and of course with the capital we have in front of us we're growing nicely. >> the reason i ask, you have 18 billion projects but you have this terrific on return formula. we can expect therefore dividend

boosts over time. >> well, that's a great point, jim. and that's exactly what we provide for our investors. the earnings per share growth that we're looking at on average over the next four years is somewhere in the 10 to 12% range annually. given we're currently in the 60 to 70% dividend payout, we think we can keep dividend growth at about the same pace as earnings per share growth. if you look to the future though with all the projects we have coming into service there's the potential to further accelerate dividend growth. >> i see the capital behind you. now, there's a subtext throughout the march 4th conference call. it's interesting. several times analysts are asking for your new pipelines. do you need the presidential permit? throughout this you insist you don't. it made me feel like one day perhaps we won't need keystone in this country because of what enbridge is doing all around our

country. >> well, jim, what we have always said about that to go to the last part of your question there first around xcel, if you look at the supply out of the western canadian basin, with need all of the pipelines being proposed. as far as the line 3 question you had there relating to the presidential permit, line 3 already exists under presidential permit. therefore, we don't need a new presidential permit to replace it. that's the issue. >> all right, al, do you think we have the possibility if our country does not play ball frankly i have to ask you with your country, you know, i know you can't speak for your country, that we'll have to ship a lot of that canadian oil to china because there are certain interests that are blocking it being sent here? >> i think it's a real issue, jim. i mean if you're canadian producer or a canadian government province or federally the last thing you want is an inability to get your crude to market. and for many, many years the

united states has been our primary market. i think it will continue to be our primary market. but with the growth and supply it only makes sense to diversify your markets if you're taking care of business. so i think ultimately, you see producers and pipe lines wanting to get to coastal markets and ultimately export markets. >> there's been a lot of dispute lately about how many jobs are really happening if you do a pipe line. i know when i asked the secretary of labor, you probably employ more people than anybody. what kind of jobs and what kind of multiplier do you get? >> well, it a's tough question because there's so many variations on that and i know it's been in dispute. i'll give you one tidbit maybe that might help, jim. so for a line 3 expansion we are looking at direct and indirect jobs of about 40,000. but to me i think that misses a little bit of the point here. if you look at the projects we have in construction somewhere in the order of 41 billion including secured and unsecured, that's going to generate a

tremendous amount of spinoffs. i'm talking about having to buy pumps, valves, the pipeline itself. all the contracting and labor that goes with it. the focus on just on jobs is just one element of it. there's a tremendous amount of spinoff that goes with it that's good for the economy. and i think that's good for both canada and the united states. >> well, al monaco, you have delivered better than every single pipeline company i deal with and that's because you keep having such great expansion plans which is what you need to put through dividend increases. thank you so much. al monaco, president and ceo of enbridge. >> thanks, jim. guys, the secret to the pipelines and why i have not talked about most of them lately, they don't have -- if they don't have growth, they can't put through dividend boosts. if they do, they can. which is why i like enbridge better than just about every other pipe line company out there. stay with cramer. coming up, critical care. seven million americans signing up for health insurance isn't

just good for their well-being, it's also good for business. will the newly insured help henry schein rise? stick around to find out. ♪

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the increasingly volatile market has been racked with all sorts of vicious cross currents of late. how would you like to own a consistent, steady company with a consistent, steady stock? i'm talking about henry schein.

this is a gem. one of the world's largest distributors of health care products and services for dentists a terrific duopoly business where they're the number one supplier and they're a supplier of the vaccines and other equipment. they have had clever acquisitions. something that works well for them, because this is a fragmented industry. just since october they have done six deals. i think this consolidation makes for a compelling story. plus, when they last reported back in february, this stock has give us a bountiful -- a quiet, shouldn't be, make a little noise here tonight, a 50% gain since we last spoke to the ceo a year and half ago. does this have more room to run? let's find out more about the company and the prospects, so mr. bergman, welcome back to "mad money." >> good to see you. have a seat.

well, you delivered. you said you'd deliver. boy, have you ever. i realize i focused on dental and we'll go back to dental. talk about medical. it was this veterinary business that i thought was such a standout grower this quarter. talk to us about that. >> well, the largest distributor of products to veterinarians who are taking care of companion animals and the demographics are working well. more people are buying more pets and are taking their pets to the veterinary to be taken care of. >> there's more things being done to animals. you have a dental veterinary business. >> right. one of the fastest growing parts of the whole veterinary medicine arena is dentist which henry schein was involved in inventing or conceiving together with vetsrynaryians -- veterinarians 2 1/2 years ago. >> it can be expensive. how can it be growing so well when not everybody has pet insurance?

>> first of all, the demographics, the elderly, baby boomers want companions. the middle class is growing throughout the world and people are spending more money on their pets and they want their pets to get the best care. >> i thought something else was interesting. you have a really interesting implant business. that's something else that in some places can be discretionary. you're doing very well in that business. >> it's very, very important, jim. there's no doubt that the best way to preserve the full mouth is to replace a tooth with an implant. bottom line is, implants are far better from an oral care point of view, from the day to day comfort point of view to the patients and the prosthetic business is growing throughout the world and in the developing world. >> right. in the developing world. i was interested to see in your businesses in europe they have turned up too. there's a rising tide. >> well t business in europe is

doing better. of course europe went through its recession. i believe that europe is on the mend. i think the dynamics in europe are good. i think there are many markets in europe that are swinging forward. i think germany is one. but even companies like italy and spain from a low number are doing better. >> that's very important. now, we have a lot of what i regard as being lower tech products here. >> right. >> but i detect from some of the work that i have been reading about you in dentistry that there's a stealth technology aspect to your company that i didn't know about. >> yes. well, clearly, today the notion is prevention and wellness. moving procedures from the hospital to the doctor's office, health care reform is about taking care of patients in the -- in the doctor's office to prevent them from going into the hospital. wellness and prevention. oral care is an important part of that. the big move in oral care is te technology and the digitalization of dentistry. >> what is that digitalization in dentistry?

i have a good dentist. will i be digitialdigitalized. >> you will be digitalized. when you go to the den dentist in the next decade, there's a procedure that will take place that will be a scan of the mouth. that scan will go to the computer. the computer will know a crown or a bridge chairside and you'll be out within one hour. >> no back and forth appointments? >> that won't be the case anymore. it will be much more user friendly and more accurate. and the technology is superb. >> i love your razor blade business. is this something you'll provide the machine and then still the -- >> of course the scan will be electronic, but then the milling of the crown and the bridge will take place with consumerable products. >> you're going to make a fortune that's stanley bergman, chairman and ceo of henry schein. you want to sleep at night, believe it or not there's a company that gives it to you. it's henry schein. stay with cramer.

out with the old, in with the new. it matters every single quarter that's what happened today.

that's how you can see gigantic moves from those who were overpunished in first quarter. >> tonight on the profit... i go inside skullduggery, a toy company that should be filled with imagination and fun. >> it was kind of, like, confusing. >> can you read? >> instead, i find two brothers struggling to make a profit on merchandise that kids don't want while falling short on creating new hit games and toys. >> it's our first game ever. it didn't do very well at market. >> the toy industry, while enormous, is a brutal and competitive game. >> these toys seem like they're already out there. >> and if the brothers can't learn to innovate and sell... >> steve, why do you think nascar's good for skullduggery? [laughing] >> they'll get shoved to the back of the closet with the other forgotten toys. you basically just said, "[bleep] you, i'm just not gonna do it." my name is marcus lemonis and i