stream. >> whoa. >> soda stream. if the rangers lose tonight -- >> it's all me. >> wow. cold call. >> i'mmore "fast." meantime, "mad money" with jim cramer 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. i'm just trying to save you some money. my job is not just to entertain and to educate but to teach you about this crazy market. so call me at wrn wh1-800-743-c tweet me @jimcramer. we had not one, not two, but three camps in the stock market today. and they all applied their trade

in an aggressive and, yes, as always unforgiving fashion. which is how you could have the averages all over the place with the dow climbing 118 points. the s&p advancing 5.6%. and the nasdaq falling .32%. first camp is the nasdaq camp. those who have partied like it's 1999 and now it's the equivalent of the dreaded year 2000 for tech and they want to leave this party as fast as they can. those are the people who made a ton of money last year and this year playing momentum in the internet and the cloud, biotech, sbr, as the service stocks, now formally renamed as software as a disservice to your portfolio. or sad. these managers now fear giving it all back. and one of candidly the most vicious selling tsunamis i've ever seen. i'm including the shareholders of almost all the companies that

have come public this year too, which in retrospect are proving to be en masse ridiculously overvalued. the second camp, those who are taking their cue from the data, the robust jobs report, the federal reserve surveys, industrial, along with truck and non-residential construction builds. these investors believe things are getting better, definitively better in the united states. they love the industrials. >> all aboard! >> they also like the growth oil stocks because they have true earnings power and honest to goodness momentum. thanks to american drilling and technology know-how. and i always try to tell that story. this camp is hopeful. they're hopeful that china and europe will respond to stimulus. [ applause ] they're happy-go-lucky. and they adove big rebound names. the third camp, the safety first, frankly downers. two subgroups in this camp. you've got to understand both of

them. the first sees interest rates going down and thinks we must be heading toward a recession that wouldn't happen. so what do they like? they like the utilities which hold up because you can't skimp on that darn bill even as we'd all like to. meanwhile the second group likes income and knows that food, beverage and consumer packaged goods companies have a long tradition of raising their dividends. they're always be about bringing up value just when you think they're stalled or about to roll over. let's explore all three in depth. first, the sell growth at any price contingent. these are shareholders that you wouldn't wish on your own worst enemy. [ boos ] they fell in love with sales momentum last year because it generated the greatest returns. allowing them to trounce their benchmark, the s&p 500. their love affair drew public and private valuations to historically absurd levels and hastened the hottest ipo market since 2007. however, the combination of a ronger economy which made the imdss more attractive year over year basis, a bizarre decline in

interest rates, severely overstretched enterprise to sales ratios, and a level of insider selling that could rip anybody's lungs out has led to this amazing annihilation of profits. we've seen three horrendous examples of this phenomenon in just the last 24 hours -- twitter, fireeye, and peak digital, the maker of portfolio -- candy crush. when twitter came public it soared from the get-go. the growth was also accelerating. accelerated revenue growth. arg. which is the actual metric people key on. when twitter reported that we saw a deceleration in their rate of growth, which triggered a mass exodus among the momentum-based institution that's want accelerated revenue growth. then when the lockup expiration hit yesterday it was katie, bar the door. it has lots of funds that owned twitter before it became public and lots of employees who received tons of stocks, simply

couldn't take the pain. they wanted out. you can't blame them, right? they wanted out before the stock slipped below what they actually paid for it. >> the house of pain. >> you know something? twitter hit my down side $29 target at last today, although i think we're still not where a stand can be made by the twitter bulls. as for fireeye, which we want to start calling shark bowie knife in the eye, it belongs to what was once the hottest group if the whole market, the cyber security plays. like many of the high flyers that pretty much gave you what you wanted in the old days, big contract wins. that was really what it kind of traded off of. that's not what it trieds off of now. it's not what people want. they want real earnings growth. they want stock buybacks. they want dividends even. you're not going to get that from here. fireeye, which i've repeatedly called the key to market, rand up to $97 in early march, about the same time when a massive secondary offering was announced. and that deal got priced way in the hole, meaning much lower

than last sales, at $82. and no seller seemed to balk despite the decline. good call, guys. because after last night's good in the old days quarter fireeye sank $8.48, or 22.8%, falling to $28.65. i think -- today i think today's sellers had twitter in mind because on may 21st 82 million shares of fireeye come off lockup and who wants to take a cancel the sellers turn out to be as motivated as the ones who on lit-rated twitter? especially since the stock is still expensive versus the rest of the group. the insiders have been nothing short brilliant here. the outside buyers and the people who constantly tell me to shut up on twitter @jimcramer because i told you to sell the stock, i don't know what to say. maybe i'll just block you. finally, there's king digital. the maker of the popular candy crush game, which came public at absolute peak of the ipo frenzy. march 26th, that was the top of that market. right up until the time of the king digital deal the market's appetite for these kinds of ipos

was frankly insane. that pretty much ended when the king belly flopped trading as low as 18.9 0ds. what we're now realizing, though, is almost all of the ipos that came this year may indeed be overvalued. because while the number of game players increased at king digital when the company reported this morning the number of paying users, taz the key metric there, actually declined. hence the 13.4% crushing in the stock today. as many presumed that the king picked its last good quarter to come public. if so, well timed. congrats to all but the buyers. it's not just momentum tech that got hammered. the richly valued got crushed. more on that later. and the aly baba deal. which offers a faster growing more profitable version of our own online giant. again more later. zuly the amazon rival had amazon-like sales but an amazon-like predilection for lack of profit.

wants to pursue more growth activity. zulily shareholders bore the brunt of that one. a 30% punishment. just like in 2000 when the overvalued dotcoms blew up, all that money fleeing from high 234r50iers had to find a new home in the industrials. who could blame them? when you look at which group has shown the best quarter to quarter comparisons it's clearly this one. the outperformance began way tremendous run in alcoa and it's continued with amazing performance in the oils. notably cramer uber faves pioneer simerex you remember how hard we pushed those and of course emg. finally all those investors who are glued to the bond market think the growth in interest rates despite robust economic numbers means there's something unknown, negative, lurking. ukraine. or a lack of good fixed income options because there there's a shortage of high quality bonds worldwide. these yield seekers would prefer to oent lievgz procter & gamble, kellogg, general mills. doesn't matter if they're doing well or not. they've got genuine safety yields lovee blankets. they also know they can get

lucky with a break jum. look the one in mondolese. sold it. caused the stock to soar 8.2%. or merck. the consumer product division. the rumors. they like the reits. their yields beat the heck out of treasuries, especially after taxes. you put it all together, you've got the pain in the internet but the belief in american industrial and oil and gas ascend arngs the desire to put safety first because of the shocking decline in interest rates and you can see the results in today's prices. let me give you the bottom line. get used to this kind of action today as the first damp the highly once momentum stock cohort is still seen as having little or no value even after the avalanche of selling. the second group as being value morphing to growth. and finally last offers a vacation from worry since as they say all the hazardous job sites i visited, safety never takes a vacation. okay. rex in north carolina. rex. >> caller: boo-yah from davidson, north carolina. >> davidson, man. i'm going to take guys to the

ncaa. i feel lucky. >> caller: yeah, well, they're good this year. i have one question. i've held on to level 3, lvlt, for about 15 years -- >> remember, it's a split. it's not the real price, right? >> caller: yeah. starting this last 10 or 12 months i've finally been able to smile. so what's the sfuch for -- >> i like lvlt. it's kind of like an akamai. you -- they laid down all that fiber. it wasn't necessary. and now it's finally come back. and i think lvlt -- remember, you've got to do a reverse split there. is in the right place to be. you know, what why don't we take a video question. let's see. >> boo-yah. >> hi, jim, thanks for taking my question. we love your show. at's your take on devon energy? is it a buy, sell, or a hold? boo-yah! >> oh, boy. when this thing opened at 70 and change today after that remarkable quarter, i said to

stephanie link, actionalertsplus.com portfolio manager, i said this one's going higher, you couldn't even grab it. the stock just took off. it was a good quarter. devon got it together. i've been critical of devon but they're in the right spot after some real underperformance. jerry in florida. >> caller: hi, jim. boo-yah. >> boo-yah, jer. >> caller: i'm calling about aol. it got -- buying it back in october you recommended buying it at $34. >> right. >> caller: after its acquisition of add tv the stock got as high as $53. the earnings came out today and were not that bad with a 20% pullback is it a buy, sell, or hold? >> the cash flow number was bad, man. i was not able to drill down on this because i was so busy working on a lot of other stuff like whole foods today buzz when i saw the cash flow numbers i didn't like it. i owe you more work, though, jerry. i owe you more work because i did like it for a long time. let me see what's going on with it. three camps set up in this

market. one is the tragic artist formerly known as momentum group, radioactive. the second is the faith in american industrial and oil and gas ascendance cam. and the third is the peace of mind camp filled with old standbys and cozy yielders. get used to these three triepz. they are the keys to the action. coming up on "mad money" tonight, al baba is larger than amazon and e bay combined and its upcoming ofrlg could be the largest ever. is it time to go shopping at a discount or maybe leave this one on the shelf? don't move because more "mad money" is just ahead. 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. ♪

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dog: get four years onhe entire tempur-pedic cloud collection. get a queen size sealy gel memory foam mattress for just $497. don't miss the memorial day sale. what the heck do you do with this whole foods here? it's easy. i know what you do.

you go shop there. it's the best food store on earth. bar none. tremendous value, terrific locations, amazing fun stores, and the best most delectable meals to go. i love to go to my whole foods. so do my kids. we use the catering department for literally every big family meal. the store down the block from me in brooklyn is a marvel, a destination place that's pure entertainment with surprisingly low prices. it's literally a beacon in a once seedy neighborhood, a neighborhood by the way you could argue turned because whole foods located a store there. but that's not what you care about. you want to know what to do with the stock of whole foods. the one down 18.8% today with -- after the company revealed disappointing earnings and revised its outlook lower, the stock that's now off 33% year to date if you're guiding earnings down for multiple quarters in a row. that's a tough question. tough question because despite these declines the stock is still way up from where it was just a few years ago. when the skies were bluer and there was much less competition. sure, it's down 40% from the high, but we never care on "mad money" where a stock has come

from. we only care about where it's going. a company that's repeatedly disappointed wall street with its projections is a company whose earnings portfolio managers will pay less and less for over time. the shareholders and analysts will rebel unless the stock gets so cheap on recently cut earnings estimates that it becomes absurd to sell it. whole foods currently trades at 24 times earnings. average supermarket sells at 16 times earnings. so whole foods is too expertive. that won't always be the case, though, because whole foods the store has two unique qualities. one, there's no doubt that everyone who shopped at whole foods before this quarter and its subsequent climb will keep shopping there. and two, most important, whole foods is not an average grocery store. it's a best of breed operator. best of breed operator that at the end of the day deserves a premium to the industry, premium to the s&p 500 because it is so well run. has such a great runway. the problem as we all know is that the competition has started getting really aggressive in the industry. the company acknowledged that in the call.

the competitors are well funded whether it be trader joe's, a private company, doesn't have to show those miserable comp numbers-k cut prices at will. or walmart it its everyday low prierks costco with its cheap fruits and vegetables, kroger, with a big space devoted to natural and organic problems. we goman's. any of the directly competitive stores wall street has funded of late like sprouts, good number after the close, fresh market, fairway. from a great, great niche with a few competitors to a crowded segment of the grocery store business, that's really what happened here. the good news, though. whole foods is a better operator than all of them. the bad news, in order to expand successfully and keep taking share the company has into stalled a ton of new technology that's expensive and cut prices on its food. all of its ofrlgz. thus hurting gross margeins and therefore dinging the profitability and predictability that we used to love at whole foods. i have no doubt that whole foods will prevail in the long rupp, but in the short run call it a hard stock to own. here's the bottom line. keep shopping at whole foods. i know i will. but don't necessarilystock shop for the stock. at least not yet.

there are too many disappointed shareholders as this stock goes from being one of the great growth vehicles of our time to being of true value because other retailers have figured out that the natural and organic category is too big not to compete in. whole foods will ultimately win that competition. i'm confident about that. but until it does and earnings estimates can finally be beaten, the appetite for the food itself will far exceed the appetite for the stock itself. dave in california. dave. >> caller: boo-yah, jim, from california. >> yeah. what's shaking? >> caller: jim, with a huge sell-off in perigo, is this a buying opportunity now or is the boot just getting started? >> the problem with perrigo is if you own it's day that it reports it is just unbelievably difficult. this is not the first time it's had this kind of swoop. what i'd like to do is wait a few days, see if the selling's done, then open the file again and make decisions. because this stock trades way too emotionally around its quarter.

when it comes to whole foods i like the store but the stock has gotten too hard to recommend. let me be clear. i do not doubt its long-term strength, its great growth pattern, but it's about the market right now, and right now be prepares for a decline that's too difficult for me to get in front of. and just ahead, if you don't put one penny into the alibaba ipo, it could still have a huge impact on your money and your portfolio. stick around. i'm going to tell you why. >> coming up, from chemical spills to oil and gas disasters. clean harbors is the company that manages some of the world's most hazardous messes. but can the stock help you clean up? cramer talks to the ceo.

let me tell you something. this market needs an initial public offering from alibaba like it needs a hole in the head. actually, that's a good analogy. as an alibaba ipo, which threatens to be the largest deal ever, has the potential to blow this market's brains out. simply because this deal could cause so much to go wrong, set off so many alarm bells, and wreak so much havoc. i'd probably want to take the darn day off. in fact, i will go as far to say that alibaba may be the single most fraught os pekt of taspect

current stock landscape. and you know what really slays me. it can't be stop. it's going to happen. even though the chances of it happening in an orderly positive fashion seem so remote right now if you have to wonder if man the alibaba ipo was put on this earth tone sure that the now broken bull market in technology and e-commerce not only dies but stays dead. first let's address the symbolism. right now we're hearing that this deal o'could rival the $16 billion facebook ipo. oh, that was a winner. or even the $19.6 billion visa ipo in size. the first thing you should ask yourself when you hear about a deal this big is where the heck is that money going to come from? we know the answer. it's going to come out of facebook, amazon, e bay, google, and from the rest of the most troubled cohort in this market. now let's say the alibaba deal is even bigger than visa or facebook. it could be. can you imagine how many times you'll have to hear someone say a chinese internet ipo that's the biggest deal ever, doesn't that have to mark a top? that's such an easy question.

and it will be asked so many times and i think it could actually become self-fulfilling. i could see myself saying it a half dozen times. i don't know. hey, consider this the first time it's said. it gets worse. sure, alibaba is synonymous with e-commerce in china as it says in the offering. i'm quoting the offering document. it's china's largest online shopping destination. yes their customers bought $240 million worth of meds bigger than amazon and ebay combined. 136 million mobile monthly average users, or maus, in the still very underdeveloped chinese retail market. and alibaba does have a fabulous ecosystem. 620,000 marketing affiliates, 980,000 direct and indirect cloud customers. the company's got 57% revenue growth. ♪ hallelujah which seems to be accelerating as more and more people in china go mobile.

[ applause [ applause ] that is faster than facebook. it has a one-day business that crushes our christmas giving. it's called singles day. happens on the day of armistice day november 11th and it generated $5.8 billion in gross sales from 254 million orders. am amazon would kill for that kind of holiday traffic. alibaba's extremely profitable with an operating margin of 3.1%. 3.1 billion in operating profits. a good deal also coming from the company's search engine, which is the envy of google. amazon and google both want those margins. i have to tell you, amazon would kill for those margins. but after hearing all of these positives the only thing you should be thinking of is that the holders of amazon, google, ebay, and facebook will be tempted to share their sales in order to pick up alibaba. it's a gigantic magnet that will suck out capital from all over the place because there just isn't enough freed up money in the whole stock market for this

one. these similar stocks with metrics pretty much all inferior to alibaba they're all for sale anyway even before this deal comes. it's become the conventional wisdom that these internet stocks are all bubbles. they're just one step away from the short selling posse. alibaba should tip them all into vicious sell mode as the money pours out and into this deal. then the complications coming out of the company's ownership structure. yahoo owns 23% in a state that wants to be seller of its stake so it can sell its own business and buy back its own stocks with the proceeds. if yahoo wants to sell why should i be a buyer? why not go buy yahoo anyway? if the ipo comes in well north of 200 billion, which is always possible, yes, that'ses the actual valuate waigs of the company, then the rest of yahoo will become too cheep. the the stock yahoo got slammed for 6.7% today. will yahoo be cheap or is the company undermanaged and worthless away from this alibaba stake? either way there's just way too much new supply coming online here. now let's deal with the real

elephant in the room. alibaba is predicated on chinese internet growth and chinese internet sales. but who has faith in china right now? the country itself seems to be decelerating by the day. if i own alibaba will i have to fret every single piece of data coming out of the prc? with singles day one-off, a silly holiday that goes away. does the communist party like this company and the wealth it creates? do they like that level of conspicuous consumption? i mean, there's supposed to be like communists at heart, aren't they? could they shut down alibaba because it doesn't play ball with the party's. or could they create a legitimate competitor? say, the 40 thieves. why not? the chinese government has a horrendous track record when it comes to policing capitalism and they're even worse about financial oversight. so many chinese ipos have been a bust. plus even when they blow out the numbers right out of the gate these chinese stocks have had a bad history of ultimately falling apart. why bother with alibaba other than, well, because of the hype?

yes, this lucrative fast growing company has all the hallmarks of what i call disaster for the rest of the stock market. if it comes at a lower price than currently talked about, say, $18 o'billion, it will be regarded as a failure and drag the entire cohort down. if it comes at too high a price it will be overvalued and suck out tons tons of value from the group before it collapses under its own weight. given the confusion the ownership structure and the inability of any exchange to make us feel confident about the handling of a deal like this every day leading up to the alibaba ipo will be another day of potential ruination. as the selling in the high growth tech stocks proceeds apace so that money managers can raise funds to participate in an ipo that's too big for them to ignore. in short i'm dreading this alibaba deal like a chinese plague and you should too. there's only one thing that could save this deal which is if everyone revilals it as much asi do. that way we can get something that perhaps doesn't ruin the rest of the tape. but given the precarious nature of the segments alibaba plays in and considering the recklessness of the bankers who control these things i figure there will be

multiple debacles ahead with this. i'm not a fan of sell in may go away. if it didn't rhyme frankly i don't think anyone would even say it. but coy be a fan of sell in front of alibaba and go away. that's how concerned i am for this ipo and you its consequences for the entire market as that giant sucking sound of money flowing out of everything else so it can flock to this deal will drown out anything good that's happening. bottom line here. wrong time, wrong business, wrong cohort. that's the alibaba deal in a nutshell. the classic top signal for all to see. let's hope this oncoming train doesn't jump the rails and plow into the rest of the market. frankly, i just don't see how that accident isn't just waiting to happen. how about melody in delaware, please? melody. >> caller: boo-yah, jim. >> boo-yah, melody. >> caller: well, i want to tell you, my husband and i have enjoyed watching your show since 2005. and you've made us more comfortable with investing and staying invested for the long term. so thank you.

>> you're terrific to say that. because we've been at it since then. and come to play every day. and take a lot of heat sometimes. and you made me just feel like it's the right thing to do. >> all righty. well, thanks again. and my stock is yan dex. i made a profit on it in the last few years. then in february when yandex partnered with google for advertising i thought it was a good time to buy more and did. and since then it's gone down significantly. >> right. >> caller: what do i do? >> russian down 36%. seems to be bouncing here. i won -- i'm not going to tell you to sell it here. let this one lift a little. i mean, obviously if we get any good news at all in ukraine this stock has a 10% move. and that's what i'm going to bless selling it. thank you for the kind words. want to know how i feel about the alibaba ipo in okay, i'm dreading it. i mean, i really am. that simple. wrong time, wrong business, wrong cohort, and it could hurt

the rest of the amarket badly. coming up from oil spills to natural disasters clean harbors helps clean up the mess. but can they help clean up your portfolio? i'll talk to the ceo. more "mad money" after the break. >> coming up, field of dreams? from fresh to fast food, farm equipment supplier agco helps feed the world. but it can it provide the nourishment you need? don't miss cramer's exclusive with the ceo.

what are we supposed to do with clean harbors, clh? the largest hazardous waste disposal form in north america. two thirds of the industry's commercial incinerator capacity along with 25% of its landfill capacity and a company that plays a major role in disaster relief. it used to be that the stock would march slowly but steadily higher year after year after year for ages. but since the beginning of 2012 the stock of clean harbors has been stuck in a rut. basically trading sideways. and then when the company reported back in february it missed big-time and the stock got slammed pulling from nearly $54 to $46. it was a 14% decline in a single session. since then the estimates have been slashed but the stock has rebounded dramatically. rallying back to $60.71 as of today. in part because we learned a couple of weeks ago that relational investors, a major

activist hedge fund, has taken a 9% stake in clean harbors and we've seen how these activists can go bring out some value. clean harbors reported this morning and while the bad weather hurt their business for the first two months of the quart they still delivered a one cent earnings beat on 14 cent basis on substantially higher revenues in part thanks to the strength of their technical services business where they clean up after dirty industries like oil and gas production. but the stock got hit today falling two bucks and recovered most of those losses finishing down just 28 cents. i think because it had run so much going up into the quarter. can this stock keep climbing like it's done the last several months or is it going to stall out? let's take a look at alexander mckim. the founder and ceo of clean harbors. hear more about the quarter and where the company's headed. mr. mckim, welcome back to "mad money." >> hey, jim-g talking to you. >> i saw this quarter was a recovery quarter from the previous quarter, but the previous quarter we all know including you. you were unhappy with it all. is this one of those situations where now the business has come back and you can scrap the idea

that some major overhaul has to occur? >> no, not at all. when you've grown as quickly as we have and added a lot of business, some of thaun related, as you know, to our environmental business. you know, we've been integrating these acquisitions and selling off some smaller pieces of the businesses that we've acquired, but you know, we still have a lot of work to do to integrate, particularly safety clean but also some of the other deals that we've made. and so we're continuing to look at our lines of business and looking at ways to continue to improve our return on capital. >> you founded the company and you're a huge shareholder. i have to believe that if you feel that, say, safety clean was a mistake you deserve the right to do a do-over, basically, because you've made so many people so much money. is this one where you have to say that company is better separate from regular clean harbors? >> you know, i would say in the long run, safety clean is going

to be a home run for our company. and now after having ownership for the last 15, 16 months i can guarantee you that it was a great deal for us. we did overpay based on the current financial performance, particularly as it relates to how the price of base oil has impacted that business. but when you think about the network that safety clean has, the -- 200,000 customers, 150 locations, a 50-year brand, we are absolutely excited about rolling the safety clean business and their customer base into ours. i think we're just in the early innings. you've got to remember, safety clean came out of bankruptcy owned by private equity, had five different ceos in a very short period of time. under one leadership team on one system we think we can really drive some shareholder value with safety clean. >> i always know clean harbors as big spill, you call clean harbors. but you also got involved in a lot of different oil and gas projects. and the problem with oil and gas, i have found, is that there's seasonality to it. it tends to be a little bit more up and down.

we know that from halliburton because we've talked with them many times. is that whole idea of being adjacent to these shales maybe too hard and too difficult to get your arms around for the consistency i'd expect from clean harbors? >> well, our oil and gas business in the shale plays is about 10% of our revenue. and it's not going to continually grow so much more as a percentage of revenue. but when you look at every landfill the company, whether it's in our bakersfield, california or texas, north dakota, alberta, we are enjoying a lot of growth and a lot of volume from the oil and gas activities, and many customers look for the service. they're not just looking for us to stand by and bring their waste to us. they want us to provide roll-offs, transportation services. and so we have i think a very nice footprint to handle 150 to 175 drilling rigs at any given time. and it's driving some nice volume into our landfill business. >> the reason i asked about these two different divisions is

because your i.r., jim buckley, your industrial relations fellow, was asked at the one-dayer licht summit about relational investors and -- we know from the excellent work they did at timkin which threatened to do a major restructuring, splitting the company in two. first of all, i don't know if you've had dealings with relational. but if you have are they happy with big things or are they looking for incremental? >> i think relational's only been involved with the company for about three months. and we've met with them. we've listened to some of their ideas. i don't think they're looking for anything of that magnitude but they clearly see the company's undervalued and our return on capital has not met what would be appropriate for our company. and so you know, we agree, we're listening to them as a shareholder, as we do all our shareholders. one of our shareholders really got down on us on return on capital, and we actually listened very intensely about that and started moving more of

our compensation systems to return on invested capital. so we're going to be listening and we're going to be looking at their ideas. and clearly, i think they heard us in the fourth quarter say that you know, we probably have some businesses that we need to take a hard look at that aren't delivering the kind of results we have. i don't think safety clean is one of those afghan i think when you look at safety clean and you look at what we can bring to safety clean and running that business and driving ebidta margins, that will get us to 20%, which is really our goal. and over the long term i think that relational and all our shareholders are going to benefit from our focus in that margin improvement. >> excellent, alan. thank you so much for coming on "mad money." really appreciate it. >> thank you, jim. >> okay. that's alan mckim, the chairman and ceo of clean harbors. relational's a good push. the company could be i think starting its next leg up. stay with cramer.

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it is time. it is time for the "lightning round" on cramer's "mad money." say the nachlt stock, tell you whether to buy buy buy or sell sell sell. my staff prepares the graphics on the fly. you play until you hear this sound. [ buzzer ] and then "lightning round" is over. are you ready skee-daddy? time for "lightning round" on cramer's "mad money." why don't we start with bob in pennsylvania? bob. >> caller: hello, jim. a big oxford, pa ba-boo-yah. >> that's a good suburb boo-yah. what's up? >> caller: i am curious to hear your thoughts on biomarin. >> biomarin is one of those that's going to be a survivor. this period is so nasty for biotech but it will be a survivor because it has real drugs and a real ceo and a real lab. let's go to luis in new jersey. luis. >> caller: jim, big boo-yah to

you from your home state of new jersey. >> man, i'm liking a jersey guy on this "lightning round." what's up? >> caller: i'm not sure if i made the right decision. what do you think? >> i gave up. me and my charitable trust decided let's take some big gains against that loss and let's move on. i just don't like brazil. frankly it's a cheap stock. it never seems to go higher. >> let's go to mark in florida. mark. >> caller: boo-yah. jim, from jacksonville, florida. the stock's been increasing year over year on growth and sales that missed -- they hit the best 10 out of 12 quarters. why the 20% decline in inin interactive intelligence? >> i don't know inin. interactive intelligence. gee, i should know something that's interactively intelligent but i don't know the company. i'll have to do some work. let's go to roy in my home state of pennsylvania. hey, roy. >> caller: hi there. boo-yah from the bowels of stokesberry mansion. >> you know i lived next door to

that. >> caller: i live around the corner. >> everyone's gps-ing me. what's up? >> caller: i have some alu. i -- >> i want you to stick with alu. i know the stock has paused. so has nokia. i like both of them. a two the-fer for a man from stoetsberry. that's a guy i worked with at jpmorgan. nice house. let's go to john. >> caller: boo-yah, jim. >> what's up? >> caller: how are you doing? >> fine. how are you? >> caller: good. good. my question is newgold. >> no. we ruled out buying these gold companies because they were so disappointing. we want gold, we do gld. i'm going to doug in texas. doug. >> caller: everything's bigger in texas boo-yah. >> i want to go to the permian boo-yah right back. what's up? >> caller: southwest airlines is going to get the shackles taken off their landing gear in five months at love field. is this a reason to buy and go

long haul -- >> candidly, i like love -- i love love. that would be sollin cystic. but what i do think and this is important is that american air is the one to own and then delta and then spirit and only then southwest. how about noah in florida? noah also plays for the bulls. noah. >> caller: a boo-yah coming at you from the university of central florida. >> oh, man, a power. wasn't a power in sports when i was there. >> caller: abraxis petroleum corporation. >> interesting company. interesting spec. i will see your spec and top it with sandridge, which i think has really gotten its act together. symbol sd. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. on tr in real time. ♪

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you have to admire a company that's doing everything it can to take control of its own destiny and thrive. despite being in an industry that's currently struggling. take agco, symbol agco. the third largest maker and distributor of agricultural equipment on earth. the company gets the majority of its sales from tractors but it also does make combines, hay tools, forge equipment, self-propelled sprayers, grain storage, interesting growth business. livestock feeding systems. along with an entire line of diesel engines. right now the ag environment is

tough, no question. crop prices are down versus last year. which means farmers are spending less on new equipment worldwide. but agco's not about to let these headwinds stop them. the company's gotten aggressive about cutting costs. they're optimizing their dealer network to take share. and they've got a monster buyback. last quarter alone they repurchased $290 million for the stock. that's equal to 5.5% of the market cap. when agco reported last week the company blew away the estimates. 1.03. massive beat on higher than expected revenues. but even though agco still maintained upside guidance for the full year the stock got hit after the quarter because investors were worried about weakness in the broader ag equipment market. that said the stock's given us a 6% gain since we last spoke with the ceo three months ago. let's check in with martin rishenhagen, chairman and ceo of agco. welcome back to "mad money." >> thank you for having me, jim. >> i've always with your company, always had to straddle

the idea that short term where crop prices are, who knows, versus longer term where we just have a feed the world thesis on "mad money" that i think is unstoppable. how do we straddle these two in a logical way? >> well, actually, i think the fundamentals in our industry are still very, very strong. we are 7 billion people on earth right now. we will be 10 soon. so the challenge is to double food production in order to get into better food security by 2050. so that's quite a job, and that means that demand for farmers will be higher than supply. >> so what you have to do is keep cutting costs and buying back shares so that you'll be ready when things kick in? >> well, before talking about that, i would like to mention that we only rank number 274 in the fortune 500. but number 34 in best employers

of america, which means that our people, our team is extremely motivated. and so we don't cut head count so much but try to become much more efficient. so in tractors that means less cycle time. we work. and i think this is the most important project we work on. we are a multibrand company with massive ferguson, challenge, and gsi. and what we try to do is become more efficient in platform solutions. and we hired in order to get there one of the top guys from vw because i think they are the best in this area. >> you've got a terrific joint venture with the bread basket of europe, which is ukraine and russia. now, you must be in an awkward position because i'm sure they're very good partners. at the same time you've got this tension. how are you resolving it for

agco shareholders? >> well, actually, i think our joint venture still is in very good shape. so the demand in russia still is strong so as long as we don't have to follow or as long as we are not hit by more sanctions i think we will do fine. in the ukraine the unrest is more in the big cities and not so much on the country side, where we do our business. and we do get in the ukraine now more support by u.s. government through xm bank. that helps in our ukrainian business for gsi is even doing better than expected. >> okay. i'll just follow up again on russia. i know that claus kleinfeld was under pressure, the ceo of alcoa, toot go see putin from our own government. are you under any pressure to not negotiate with putin if -- as things stand? >> well, fortunately, i met him before the crisis started. he's very interested in farm

equipment because the farm equipment, the population of farm equipment in combines and tractors only was cut in half during the last ten years, and the average age of the fleet is 20 years. so they need to fix the problem. they don't have domestic manufacturers. they are down to one or two, and they need foreign technologies. so therefore, i think -- i hope that the solution to the problem is diplomacy, talking to each other, and i think when you read the signs properly i think that we might get into a solution and avoid any kind of physical confrontation. >> you have boots on the ground. so i've got to believe you know more than a lot of the reporters you read about. thank you so much to martin richenhagen, who's done a great job at his country. he's the chairman, president, and ceo of agco. nice little gain. thank you, sir. >> thank you. >> here's the story with agco.

it is all about the crop prices. stay with cramer. friday night, buddy.

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all right. i've got to tell you again, the value keeps trumping the growth.

by the way, the banks, didn't even mention them today. they started catching a bit. watch for that group to be a little bit of a market leader for a couple of days. and then of course we'll get some investigation and that'll be over. like i say, there's always a bull market somewhere. bull market somewhere. i promise to try to find it >> in this episode of "secret lives of the super rich"... >> it's the richest two days in sports, with $27 million up for grabs. >> i'm a 21-year-old student. >> justin manages $60 million worth of thoroughbreds out of his dorm room at nyu. for privacy and security reasons, we can't tell you who the owner is, but we can tell you that it was once home to the composer leonard bernstein, as well as diane keaton and, more recently, christina ricci. there's even a little bit of hollywood scandal connected to this home. >> oh, my god. >> and in a town full of bling, this tiny membership medallion is the ultimate status symbol.