really believe if we continue to see the price action we saw this week, linkedin, it's going to spill over. i like it out to july. >> our time has expired. for more options action check out the website and check out our daily segment inside fast. see you back here next friday. my mission is simple. field for all investors. there's always a bull market somewhere. . and i promise to helpso you fin it. "mad money" starts now.meou hey, i'm cramer. welcome to "mad money." welcome to cramerica.lc other people want to make friends, i'm just trying to make you a little money. my job is not just to entertain but to teach and educate. so call me at 1-800-743-cnbc. or tweet me @jimcramer. we get the strongest employment number in ages and the stock market goes lower. dow dropping 46 points, s&p dipping, nasdaq declining .019%.

what is that all about? we've got to make sense of this if we're going to come up with a game plan for next week. let me give it my best shot. initially, interest rates went higher and stocks rallied at the opening, both of which are textbook examples of what's supposed to happen on a surprisingly good employment report. but then out ofly nowhere, rat reversed, and reversed hard. actually going down despite the robust t growth. that was an astounding u-turn. people were talking about it everywhere. give you more en of a time frame on it later. but what it did -- what it did was freaked out the buyers. it freaked out the buyers putting money to work. and those people were just waiting -- they got the number, they were all excited because looked like the economy had gotten back on track. the winner of discontent was over from the bad weather. and it was time to -- >> buy,im buy, buy! >> you see, there's simply no way you could ever get a shocking decline in rates after an equally shocking robust hiring report. . .alng r

unless something is looming, yes. investors with a particularly investors p with a trading tilt there are suspicious and conspiratorial lot by nature. they're always thinking, hey, that bond guy, what does he know? maybe someone knows h something theyom don't. maybe someone knows a hot war coming in ukraine, maybe this weekend, or that sanctions are going to cause tr a secession business in europe. or maybe something's lurking ki away from ukraine. but only a handful of people with deep pockets knows about it and they're frantically running to u.s. treasuries and away from everything else. and we'd probably be doing the exact same thing if we just knew what they were running from. so that makes people pull back. >> don't buy, don't buy. >> which is why this weekend is more important than keever. if the extraneous event occurs, we'll have to wait until the smoke clears, but if it doesn't happen, we have to accept this

market will probably explode higher monday and there might not m be much we can do to take advantage t of it. because it should be up at the openinghe and i never want you buy up openings on monday. they have almost always ended badly. look, we wanted to put money together for the charitable trust, but, hey, i'm paranoid enough to want to know what happens this weekend, too. so with that in mind, let's see where we can at least try to make some money next week, again, don't buy an up opening on monday. .'t first up monday, still one more big earnings week, we've got pfizer, which i believe will be telling you how fabulous it will be for shareholders if it can buy uk's astrazeneca because it'll cut the company's tax bill. if the market sells off because of the unforeseen event

everyone's worried about, you could do worse thanab picking u some pfizer into any weakness. we know this market likes the oil stocks. we had some not so hot numbers out of exxon and chevron this week yet the stocks barely got dinged and exxon subsequently rallied despite the growth. i think that means you want to pay close attention to the fastest growinghe major independent oil company on earth when it reports, and that's eog resources. let's listen in on what they have to say about the eagle ford in texas where they're huge as well as the bakken also in north dakota and the permian also in texas, they have a find called the delaware basin. we'll also find out the coloration of this darn market after the bellth on monday whene get results from two former high flyers, channel adviser and e-commerce solutions company down aner astounding 33% for th year and tableau software, clever symbol here, data, which is only down 15%. watch to see what happens after they a report. any strength in either stock on the next day could reignite all

these internet plays that have been mercilessly hammered, okay, just crushed but got a one-day reprieve yesterday thanks to the earnings in t yelp. did you see yelp today? remember, though, if you have to reach for one, let's reach for facebook. that's actually cheapest on earnings, not page views, not tweets, not time lines, not monthly active users, not engagement or any other garbage metric! same thing tuesday when we hear from the w bedraggled fireeye. this top-notch cyber security company, it's traded erratically, how about from 97 down to 40?y, its crime, nothing, actually. delivered on metrics but there's been vicious insider selling, and that's hurt the stocks more than the fundamentals have helped. then we had three quintessential growth stocks reporting. first solar, disney and whole foods. all tuesday after the bell. boy, it's going to be busy. i want to hear that first solar's putting together a new company with a good yield that

can be a conservative solar growth utility stock that so many of the younger people i think would love.pl i'm looking for a huge number from disney, but so is everyone else because frozen was such a monster hit. two quarters ago, disney reported a fabulous quarter and the stock was crushed.ou last year the stock soared. here's what i'd do, if disney comes down on monday, i think you should do a frozen sing along and pick some up before they report. don't forget, i suspect bob eiger will start talking about the star wars franchise. and that's going to be huge. whole foods is really tough, it's driving me crazy. the stock can't get out of its own $49 way. in part because people fear they have -- they'll have to cut prices because there's such gigantic competition. if they don't, let me give you my suggestion. think about picking up some organic and natural food stocks, suppliers like hain celestial or

white wave, which both report thursday, and i expect them to be strongpe quarters if whole foods is good. you know what, i'd also consider sprouts. it's kind of after boutique wholeof foods which reports wednesday after the close. all of these companies have been on the show. on wednesday, we get results from allergen, before the opening. almost doubled since the ceo came on last on "mad money" and said the stock had become absurdly cheap. thank you, david. now it'sk the target of a hoste takeover bid. let's talk about what they do to stay independent. we've got a flood of ipos after this hiatus this past week, and i want you to think of the stocks. y two newly minted softwares and service names that have crushed you if you bought them into the spike after they first opened. let their earnings reports be a reminder to you that unless you actually get in on the ipo, you should not attempt to buy any of them. it's just too perilous to take a gamble like that. i'll have much more on this

topic next tweek. we know biotech's been a bear lately, please be careful when one of my favorites regeneron reports on thursday. this stock's been a huge long-termee winner, but biotech been a short-term loser lately. i don't want you to give back anyiv of your gains here. that will be sinful. priceline also comes thursday, and you need to know thatal thi stock is, indeed, one of my favorites, but not for the squeamish. almost always gets hit right after reports that split second. if you can't handle that, take profits ahead of the quarter. if you can, i think you should prepare yourself to buy more. finally on friday, we hear from polo ralph lauren, and judging by how well estee lauder and two other high-flyers are e doing, bet ralph laureng, will be a terrific buy ahead of the quarter. watch out, a wild trader. also, going to listen to the 3d printing company that's much-loved even though the stock has been hammered lately. and while i think it could deliver thela quarter, i think this would be a reason to sell the stock into strength, not buy it because the whole group has

overstayed its welcome. let me give you my bottom line. look for opportunities like disney onik weak this monday or hain, sprouts and whitewave. and remember, the bond market's saying something could be lurking out sthere. so it's not such a bad idea to raise some cash now that we're flirting with all-time highsow order to be ready for whatever this market or the russians can throw at us. let's go to arlene in florida, please, flarlene. >> caller: hi, cramer, long time fan. need your help. isys pharmaceuticals, it's reporting tuesday.ha i bought 300 shares at $50. ouch. what do i do? >> all right. well, these kinds of stocks are not going to start acting well yet.kito you need a total change in the economy. but i amhe never going to tell u to sell isis pharma, which could get a takeover bid down at 25. that would be absurd. this stock's down 35% and it's a quality company. i'm not at' seller, i would be buyer of isis.

john in kentucky, please, john? >> caller: hey, jim. thanks for your help. i really appreciate it. >> sure.re >> caller: my stock is exxi. i bought it about a month ago after you interviewed the ceo. reported yesterday, missed on the top and bottom.the top and . been down about 5% the last two days, should i buy, sell, or hold? >> when we first started talking with them, the stock was around 21, 22, i think it's fine. the oil stocks are good. was the quarter high-quality? it's next year when he's got the properties i like it for. that stock's worth holding, but we're going to be s in -- take look at aeog on monday. i think that's going to be a better stock. consider raising some cash into any strength which we might get on monday morning. there's no shamech at being rea for whatever the lofty market and the russians can throw at us. on "mad money" tonight, panera reporting a quarter thater left the markette with a bad taste i its mouth. the question is, could it soon rise again? i'll break bread with the ceo to

find out. plus the hunt for cannabis stocks that'sna smoking. i've got a pot stock to help your portfolio reach a new high. "mad money's" with us after the break. >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question?d 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 ] ♪

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what the heck's happened with panera bread, pnra. chain of 1800 bakery cafes that sells delicious, healthy food. the stock's been slammed as part of a meltdown in all things growth. shares falling 16% over the last six weeks. and even though a terrific 185% gain over the last six years. every time it gets ahead, it slides right back down. and its last quarter caused the stock to drop sharply as the company says it has a number of initiatives it wants to put

through called panera 2.0, and they're going to be costly. let's check in with the founder, chairman and ceo of panera bread and find out more about the quarter and where his company's headed. ron, welcome back to "mad money." >> hey, jim, how you doing, buddy? >> ron, i'm all excited about panera 2.0. but you laid out a story in your conference call that's multi-year. and you were very clear that you had to do heavy investing to make it work. why shouldn't we just wait until that happens, take profits because i've been recommending the stock forever, and see how things go? why buy panera bread stock now? >> well, two things, jim, just to correct it. we laid it out on the last conference and then we laid it out, this vision or plan for the future at an investor day a month ago. each time we did that, the stock went up double digits. we laid it out again, we discussed it on this conference call, stock went down. so i think you see over a period of time, the market believes

intensely in this vision. i think the question is what's it going to take and what's going to happen in the short-term? to your point, you know, listen, a stock is not worth on any given day what its stock price is. the question is, where is this company going to be in three months, a year, three years and five. and as a ceo has essentially run this company for the better part of two decades, jim, we've made every five to seven years, you know, investments in restaging the company. they've each led to expanded earnings and expanded growth. we intend to do that again. >> all right. well, let's talk about the need for changes. i went to my panera last nigh, got the thai chicken salad, french baguette. >> which one? >> the one in short hills. >> okay. >> yeah. and it was $10.81. i got my meal, timed it, under three minutes, no more than 10 seconds at the register and said to myself, this is about as good as it's going to get. what needs to change? >> oh, jim, i'll give you an

example, right. if you have a takeout order, you've got to come into the store, you've got to wait in a line, you get to the front of the line, place your order, got to hope it gets ordered in right. you walk over to another place, i call it the mosh pit. you're waiting to get your food, play a game i call find your food. the sandwiches are here, beverages are there, condiments are there. think about that, that took you three, four, five minutes. compare it to what it could be. place your order on the web, mobilely, tell us the time you want the food, walk into the store, pick up your food and out in 10 seconds. jim, i did it with my son today, one of the 14 stores we've done this already is near your home. my son, i dropped him off at the light 30 feet in front of the store. he was back at the curb waiting for me before i could pull around after the red light. >> that's exactly what i want, ron. i was taking it out, i wasn't eating it in. i just wanted to get in, get out, i was happy with the five minutes, but you're right, i'd rather have it in 30 seconds. i didn't go to an app, i wanted to go to the register, knew

exactly what i wanted. didn't take that long. >> and i'll tell you something else, jim, i had a breakfast meeting not too long ago at a panera. i got there as i usually do right at 9:00, as the meeting was to begin. the folks i was meeting with, the university president obviously asking for money, he was there. and his associate, they'd already had their coffee. i walked over to him and he said to me, ron, do you want a cup of coffee, a baked good? and i thought to myself, i've got 30 minutes for this meeting, do i want to wait in the line, wait for my drink to get made? do i want to take up 10, 15, 20% of my meeting time? wouldn't it be great if i could sit down, go to my website, go to my mobile phone, place the order off my favorites and have the food delivered to me. that's the vision we imagine. and the reality is, people talk about this all the time this technology. i think you know technology is the hot item in 2014 in our industry. the funny thing is, this isn't about technology. this is all about guest experience. and that's what's made panera the success it's been.

>> so this would change what you call the desire to friction ratio. >> absolutely. absolutely. >> go ahead. >> no, it's like anything else, jim. all right. this whole business comes down to competitive positioning. do people -- do customers choose to walk past our competitors to come to us? what drives that decision to come to us? what first drives it is the desire. how much do i want it? am i willing to go out of my way for it? is it worth it? does it excite me? the other side to it, what is the friction? what inhibits me from going? what is friction? friction is price, time, negative energy. and we spend our lives trying to increase the differential between desire and friction. it's a lot -- it's about a lot more than a value proposition, it's about a consumer proposition and how the consumer gets excited. >> well, ron, one last question. at the same time, there was an article today about how wheat is going up in price. i know a lot of raw costs going

up for just the stuff that you serve that i love. how can you handle those costs while you're reinventing the company? >> yeah, i mean, the reality, jim, we're forward bought generally about 80% into the next 12 months. we're generally in a very good place relative to it. we've structured our company because we ladder in our purchases. so we have the ability, if there is inflation to adjust our menu pricing. there will be a modest price increase in panera to adjust for some of this inflation. this comes and goes. the reality, jim, and you know it better than anyone else. i as a ceo, my team, we're paid to figure out where the consumer's going to be in three and five years and position this company to get there. and the kinds of things we have talked about over 25 years that have built our success that will continue to build our success are our initiatives like panera 2.0, and take this company and position it into the future. >> you're right. all i can say is you're right.

that's ron shaich. now i see why you would want to go through the wilderness to get where you have to go. pretty good story. after the break, i'll try to make you more money. coming up -- searching for green? the growing legalization of marijuana has investors on the hunt for the best pot stock. which player in this budding industry can spark gains in your portfolio? cramer's separating the real from the fake. and later -- lifelock can help guard your identity from hackers and cyber attacks, but the stock is down more than 10% this year. is this a sign of cracks in the company? or a chance to secure shares at a discount? all coming up on "mad money." honestly, i'm pouring everything i have into this place.

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we know that lately there's been a lot of interest in the budding marijuana business. look, i couldn't resist. pot or weed or grass, to be honest, i'm too old to get the terminology these days. medical marijuana, which everyone sort of suspects to decriminalize the stuff is legal in 20 states and district columbia. this is a suddenly legitimately rapidly growing business. and i recognize many of you want

to find a way to experiment with marijuana -- i mean, with the marijuana stocks. here's the problem, though. the vast majority of these names are penny stocks that are just insanely risky, and many could be completely bogus. so because i'm a conscientious investing coach, tonight "mad money" is going all reefer madness. i'm going to show you the responsible way to play the marijuana trade. think of this as the high times edition of speculative friday. allow me to introduce you to -- gw pharmaceuticals. gwph, which i like to think of as the real medical marijuana stock, i've talked about this one on "squawk on the street." see the guys at gw pharma understand that marijuana has real medicinal properties, but think it's silly for your doctor to write you a prescription for a bunch of joints. this is a genuine drug company that's taking the many

ingredients in cannabis, scientific name for marijuana, and using them to create drugs for a broad range of diseases. could their pills get you high? to quote the late, not so great, vernon von bron, that's not my department. working on developing these drugs using a whole library of internally generated cannabis plants that have the right levels of the chemicals that are looking for in a controlled and reproducible amounts. the thing is, in addition to thc, that's the active ingredient in getting stoned, there are more than 70 other chemicals in marijuana, some of which have been shown to have positive medical effects. and gw pharma is testing a number of these to find drugs that work. think of it, many of our most common drugs are based on plants. so why is it better than smoking the actual plant? when you take a drug, any drug, you want to take the same, consistent dose every single day. if your dosage varies all over the place, your medicine is not going to work like it should. the problem with traditional

medical marijuana is that one batch of actual weed could be very different from another batch. which means, anyone smoking it for medicinal purposes is not getting the consistent dosage they need or that the fda would conceivably ever to be allowed to be sold in this country. gw pharma's developing products that will be manufactured using a standardized process, with consistent batches and, most important, they're going through all of the steps to get fda approval. this will, indeed, be genuine medicine. and, as much as marijuana has become a lot more socially acceptable in recent years, i know there's still plenty of people who would feel more comfortable just swallowing a pill rather than having to buy a bong to take their medication. i mean, anybody who watched "for a few dollars more" when they were growing up is going to be a little leery of actually smoking the stuff.

right now, gw already has one drug approved in 25 countries outside the united states. this is a mouth spray that takes ingredients from cannabis and uses them to treat multiple sclerosis. thanks to a terrific piece my personal doctor did earlier this week for the cbs evening news where he is also a tv doctor, we know that on monday, the american society confirms medical marijuana works for those m.s. cramps. this is real and it is going to happen. currently sativex is in testing where it got fast tracked for the fda earlier this week. and it's also about to enter phase 3 trials. between these two indications, this drug could do around $800

million in peak sales. and some analysts think this would be a multibillion dollar drug, although not all of that will go to gw because they've licensed much of the overseas and marketing rights to buyer and novartis. also developing a cannabis-based drug to treat epilepsy. this is much further from hitting the market. a lot of people are talking about it, though. it's only expected to enter phase 2 clinical trials later this year. so far, the results have been very compelling with the drug reducing epileptic seizures in a dramatic way. you better believe that people who have this disease and their moms and dads are going to demand this thing. this could be a pretty big deal because the current crop of epilepsy drugs could have nasty side effects. and since epidialex is thc-free, it uses a different chemical, patients aren't going to be stoned out of their darn minds all day if they take it.

gw is also testing epiodialex for a severe form of pediatric epilepsy that afflicts only about 5,000 people in the united states. the key here, this is an ultra rare condition, which means gw might have an orphan drug on its hands. we love them on "mad money" because they get all sorts of extra intellectual property protections and the companies that can make them can charge prices that we might think are insanely expensive, in this case, might be talking about $300,000 per year. but insurance companies have to pay because patients literally have no other alternative. and it's possible this drug could also treat other severe epilepsy subtypes, too, which is what my sources say. in the end, epidiolex could do as much as 2.5 billion in worldwide peak sales. it'll be years before it has a chance of getting fda approval. the key catalyst is data from a group of trials in rare types of epilepsies that should come out in the next few months.

i'm waiting for these. it's also possible some of these ingredients could be effective in treating autism, read that in the street.com this week, which could be a gigantic opportunity if it pans out. one that could make gw a lot of money but also help a huge number of people far more importantly. again, though, we don't know whether this will work, it's just buzz. in the earlier stage pipeline, expanding efforts into cancer treatment as well as myotonic dystrophy and ulcerative colitis. it became public almost one year ago at $8.90, since then the darn thing has been on fire rallying up to 71 and change where it is right now. some of that is from the current hype surrounding all things marijuana related. but a great deal of it is simply because this is a real drug company with very exciting prospects. began stanley recently rolled out coverage with $103 price target. that's legitimate for morgan stanley representing 44% gain from these levels.

i'm with them. longer term, they could be conservative. savitex and epidiolex can get approval, gw is going higher. and we'll get a status report next wednesday, another reason i wanted to do this now on speculative friday. also a bite size $1.2 billion british company that could be acquired by a u.s.-based company anxious to shift the tax regime, a mini version of pfizer's wild, $100 billion attempt to buy astrazeneca in part to get a better break on its corporate tax bill. regardless of what the states say, under federal law, it's a class one felony for anyone to merchandise marijuana in this country. doctors can't experiment on it, nobody can do a thing here! so no pharmaceutical company is even able to test it in the united states. but since gw's based in britain, it's getting a pass. here's the bottom line, for those of you desperate to play the booming marijuana market, forget the penny stocks, invest in legitimate companies.

sure, we missed the bottom, but it's pulled back 15 points from the high, a high that could be surpassed by toking -- by taking some gw pharma. can i go to robin, please, in new york, robin? >> caller: hi, jim, this is robin from new york. >> all right. >> caller: i've spoken to you several times and was on your last family show. and every time i call, i ask, jim, are you available? and on the family show, you said you never know. so i want to tell you, i'm still waiting. >> yeah. i've been jammed here. that's okay. you know -- you never know. there you go. that's kind of -- that's my signature line. >> caller: well, listen. now let's talk stocks. i'm calling about -- >> right back to the stocks. okay. >> caller: well, i'm calling about mack, which i bought on your recommendation in 2012. yesterday, they announced news about the pancreatic cancer drug, the stock jumped on the

news and pulled back today. is this a possible takeover stock? what are the implications of the news? and now is it a buy, sell or hold? >> robin, i went back over what i said. you know i think it's worth more than these prices. i think it had that huge move. but sounds like things are going right for merrimack. i think there's more room to run. are you looking for a speculative stock that could take your portfolio higher? the marijuana market is heating up. what's my way to play it? look no further than gw pharma. and with cyber threat still top of mind, i've got to play the help secure your identity. can lifelock crack the code to make you cash? i'll talk to the ceo next. in a world that's changing faster than ever,

we believe outshining the competition tomorrow quires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present.

i keep telling you that in the big momentum selloff of the past couple of months, a lot of babies got thrown out with the bath water. profitable companies with real earnings growth, no the just sales growth, many of which have become darn cheap. i want you to take lifelock. it's a company that provides identity theft protection services. basically, you subscribe to

lifelock and they'll continuously monitor all your credit related events so they can alert you if they detect fraudulent activity. now, it isn't a straight up cyber security play. if your identity does get stolen, they'll spend up to $1 million on lawyers and investigators to make it right. but this stock has been slammed over the past few months, largely because it was the momentum cohort that was loved up until it became hated. went from $8 to $16, but rocketed to $22 in february before tumbling down to $14 and change. even though the quarter was good with a smaller than expected earnings loss, and sales rose 31% year-over-year, the stock got slammed dropping more than $1 the next day. lifelock may be out of favor in the wall street fashion show. there were questions of the profitability of one of the business lines. it's now trading 22 times earnings next year's earnings. plus, we just learned about a huge data breach last month, the heart bleed bug, the secure web

servers before being fixed. normally a story like that would send lifelock soaring higher. so let's take a closer look with todd davis, the ceo of lifelock, learning more about the quarter and his company's prospects. mr. davis, welcome back to "mad money." be. >> thanks, jim. glad to be on and checking in with you, again. >> absolutely, todd. i'm trying to get my arms around events that make people realize, you know, we've got to protect ourselves and a stock market that says we've got to protect ourselves from any stock that's moved up a lot. if it'd happened three months before, before the topsy-turvy notion, what would that have given you? you probably chart these both in subscribers but also in the stock price? >> well, sure, we saw the three months before that was the target breach that you and i even spoke about before. so what we've seen that gives us a great tailwind for a couple of reasons. one, we're clearly the known brand. with four to five times the purchase consideration of our

next closest competitor. but then, the fact that we have this comprehensive protection, much broader than things like credit monitoring. we typically get a good tail wind when that consumer consciousness goes up. hey, we shop at target, could that have been us? hey, this heartbleed things, looks like it's a big deal. what are we doing to protect ourselves? and when they go out and look and evaluate what are my choices, lifelock, we were the beneficiary in the fourth quarter, we're the beneficiary last quarter, where we saw our second highest growth enrollments in our company's history. we're still seeing the tailwind. and you're dead on, i'm not going to win any fashion shows on wall street. so we're going to keep focusing on executing, taking advantage of these opportunities in the market to educate consumers and just continue this growth story. >> all right. what i was wondering is, there were other companies that advertise they protect you. for instance, my bank says that i'm protected for a certain amount of money.

what is my bank not doing that you give me? >> so your bank is probably doing a great job looking at their credit card. your debit card or credit card issued from them, they're watching that transaction activity, looking at velocities and abnormalities and anomalies and algorithm to then say, hey, jim, we see something suspicious. the difference between what your bank's doing on the one card or what we're doing looking across your life. so i'm looking at things much broader, beyond just credit-related activities. i'm looking at things like payday loans, checking and savings accounts, wireless providers that the other folks won't see. so we know where the criminals go to try to monetize your information. so we have a much more comprehensive view of you, and we're calculating all of that in to our risk algorithms that we work with enterprises to deliver so that we can proactively reach out and say we see this activity, are you trying to get a new smartphone?

and give you the chance to proactively say, yes, it's me, or no, it's not me right then. to try to stop the damage before it's done on a much more comprehensive basis than something like a credit monitoring service or just what your credit card is offering you on that one card. >> all right. i saw you got a giant corporate client, oil and gas. now, why does -- why does someone do me that favor of which i would love it if someone would -- if i worked for someone and they gave me lifelock. but is that some new idea that corporations are saying, listen, i want our people to focus on work? i don't want them to be worried about this kind of thing? >> yeah, we're seeing a couple of changes in this last quarter. one, we're seeing some great growth in this employee benefit sector. so some of the employers are saying to their employees, hey, we value you, here's your benefit package, it's open enrollment time. do you want to get aflac? check the box. others are even saying to their employees, look, we understand that this identity theft is

scary and it harms us as an enterprise when you become a victim. because you've got to go out and spend all this time to clean it up. so we're going to pay for it, and that's what this large recognized across country as one of the top countries to work for. they're more progressive. they're saying we're actually going to buy it and give it to you as an employee benefit because we value you as an employee and this is the best that's out there. >> well, i think that's a great testament to you. and so is the retention rate, which is incredibly strong. and i think that your company, look, a lot of companies moved up a lot. the stocks went up. and unless they had a big buyback and a giant dividend, they got killed and sometimes have to take advantage of that opportunity to do some buying. todd davis, co-founder, chairman and ceo of lifelock. thanks so much for coming in. good to see you. >> thanks, jim. >> this stock would have been up big if it wasn't for the selloff because of this recent bug. believe me, there are going to be a lot more bugs coming around. don't move, "lightning round" is next. [ hypnotist ] you are feeling satisfied

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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 this sound -- and then the "lightning round" is over. are you ready, ske-daddy? time for the "lightning round" on cramer's "mad money." patrick in california, patrick? >> caller: boo-yah! from california. my stock is new star n.s. >> i like a 7% yield. i think that yield is safe. i think it's a good one. let's go to tim in south carolina. tim? >> caller: jim, this is tim. howdy from south carolina home of the mighty clemson tigers. >> we love clemson around here. what's going on? >> caller: oh, i'm wondering. years ago you mentioned hudson on your show and high on the future of the company. the last couple of years, it's fallen on hard times. >> right. >> -- the other day. they're trying to get through

some regulatory stuff. >> right. but they're going to get it done, sir. they're going to get it to m & t bank. i like m & t bank very much. it's a safer bet. let's go to rory in new york, please. rory? >> caller: big new york boo-yah, jim. >> local boo-yah, back at you. >> caller: i'm calling about hilton worldwide, hlt. >> i like hilton worldwide, i would prefer starwood if it would come back down. let's go to garrett in west virginia, garrett? >> caller: yeah, jim, boo-yah to ya. i was wondering about -- i've got a little bit of cqt and lng. >> i like cqp better. not lng, it's too high. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> the "lightning round" is sponsored by td ameritrade. what information do investors need to make solid decisions about whether to buy or sell a stock?

>> yeah. that part goes over your nose. >> isn't that a terrific question to ask right smack in the middle of earnings season? that? it was the weather hurting road construction, retail and industrial distribution. they are all explained -- >> no, just -- because then your glasses will fit normal. >> yeah, but i have to take the mask off to do the show. >> let's go to jeannie in my home state of pennsylvania. >> caller: can you tell me anything good about bed, bath & beyond. >> yeah, i like to go there with my daughter, if i get the coupon, i can save $5. oh, the stock, no. >> yeah, i like these. i had these this morning. i'm taking that snack home, that's what i have in the morning. as long as it's not the garlic ones. i had the pita chip. i like the rye. my doctor always says, listen,

got to lose weight. he goes, what happened to you? you've lost a lot of weight. and i said, well, you told me to lose weight. it's strength, not joker weight. i'm down from 205 to 173. took them in once already. i was so proud because i knew this time he wasn't going to say, hey, jim, you've got to lose weight. and instead, he ruins everything. where's my chicken? i want the chicken. five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade.

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pardon my french, but how in the heck can interest rates go down on a very strong employment number like we got today? rates are supposed to go up when the economy improves. and it's clearly improving. sure, there's been more strife in the ukraine, but the idea that the ten-year's currently yielding 2.95% with the rates down again today is pretty amazing. how on earth can we add 288,000 jobs in a single month -- that's close to 60,000 more than we expected without there being even a tiny bump up in rates? or at least a bump that lasts beyond mid-morning. when interest rates plummeted dramatically. i'm sure people are saying, you know what, it must be hollow job growth. while it fell from 6.7% to 6.3%, the labor force shrank by more than 800,000 people and the participation rate dropped from 63.2% down to 62.8%.

the lowest level in 36 years. yeah, the worst participation number since the carter administration. meanwhile, average hourly earnings, they're stagnant. the average hourly stayed at 33.7 hours, again, no the that strong. but you know what? we still created jobs all over the place, which is what matters. so the report was flat out fabulous. the 288,000 figure's so much stronger than the average 190,000 jobs created over the last year, the professional and business services created 175,000 jobs in april. those are white-collar jobs being created at a rate of 55,000 a month, this is a true step up. construction, which had been severely constrained from the weather, you can't pour concrete in freezing cold. seems to have regained momentum with 32,000 jobs created. the auto industry put 63,000 people to work. all this, quite frankly, is terrific news.

and it does alas confirm to what i believe to be the case after listening to scores of conference calls this earnings season, which is that the weather wasn't made up, it was an issue that shut down a lot of this country. for those three months, the weather played havoc with much of business. and while you could glibly say that doesn't matter because if a couple of operators put up fabulous numbers, mainly chipotle and rite aid, i think the truth is the business took a hit. and we're catching up for lost business and then some. yes, if you're a retailer, you're not going to hire people for the days you missed, you can't do that. you can't go back in the way back machine. but you also may have held off hiring because you weren't feeling too flush. i know this firsthand. i own a restaurant which has allowed me to learn more about small business than just about anything i've ever done in my life. our business dropped to nil on many days because of the weather. that's no alibi. we're not public. hey, but you know what, we had to pay the people. the last thing i wanted was to hire anyone new even though on

the days it was sunny out, we could barely meet demand and understaffed. now that the weather's gotten better, it's time to go on a hiring spree. if only the price of skirt steak limes and avocados would come down, the guacpocolypse is with me. talk about another common problems with restaurants as we heard from panera earlier in the show. ultimately, though, good balance growth flowing through the whole economy. this should eventually drive up interest rates even if ukraine and a fear of war flight to safety bid is holding them down, which is what happened all day. if not, it's time for the federal reserve, not only to stop buying bonds, that's even sillier right now, i think they should start selling them. the high-quality bond shortage is that acute and the inability of people to earn enough risk-free money in cds to make ends meet and a rising food price environment almost demands that the fed becomes a -- >> sell, sell, sell. >> -- bond seller. the economy's good enough. it's time for the fed, the institution has done more to get our country back on track and,

indeed, the bond holdings. it would be good for bondholders and stockholders, not to mention the fed's balance sheet for everyone in the federal reserve open market committee, please, ring the register, take a victory lap! you deserve it. stick with cramer.

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