i would buy. >> loser of the street fight. guy? >> loser of the street fight. >> yes, i said that. >> infinitely more. >> no losers there. >> letter x. >> i'm melissa lee, see. 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. my job is to teach and coach. so call me. or tweet me @jim cramer. consolidation. takeovers galore! ♪ hallelujah! >> it's finally happening.

and i think this is just the beginning. why? because in a slow growth world where it is tremendously difficult to raise prices, many companies have no choice but to buy other businesses. in order to please their shareholders. these mergers and acquisitions are a huge spurt to the market and the chief reason the dow vaccined 66 points, s&p 500 gained .54%. nasdaq climbed. once consolidation breaks out, it tends to spret like wildfire. it is raging through like a bone dry gull which on a scorching hot day. that's how you can get not one but two for hill shire brands. a sleepy spin off from sarah lee. which earlier this month itself made a bid for a sleepy pinnacle foods. i was stunned by the $45 bid

from pilgrim's pride for the hunter turn hunted hillshire brands the beginning of the week. now i am floored by the $50 bid from tyson foods. it is obviously not over. hillshire wouldn't have gone out at $52.76 off the $50 bid, up to $74 in a totally heated session. in retrospect i shouldn't have been surprised. both are commodity players in the end. commodity players in the food aisles. they need more left to deal with their customers. the behemoths like kroger and safeway. you get that left, take out some cost. you can make a lot of money while giving share holders the early shares. even though tyson is willing to pay $5 more per share for hillshire and $18 more than it was trading this month, the deal

would be enough. raising numbers for 2015. i have to tell that you this level of fevered bidding after a long dormant market is extraordinary. you're going back to the 1980s. the consumer bids takeovers. to call thing like this stupendous and furious. give me a break. i'm in a supermarket. these were the days when you just expected bids for soup marks. pills bury, general foods, it doesn't matter. too many to name. we did and we must cash in on it. until today, we thought all of this incredible takeover action began when hillshire launched the bid for a relevantly new company earlier this month. pinnacle itself is an acquisition vehicle one that brought bird's eye foods, duncan hines and most recently wish bone salad. pinnacle made it clear --

pinnacle made it clear from inception that it was about buying whole brands. typically with borrowed money and then paying down the debt and doing the deal. hillshire had a huge cash work but because of the slow growth nonorganic, nonnatural brands, think jimmy dean sausages and ballpark franks. the company was pretty desperate to do a deal. as david faber, he's not here, is he? if he reveals price check, faber, on aisle 6. healthshire itself was contacted by tyson. maybe some retrospect hillshire was more desperate to be acquired than to grow food and acquisition itself. why is this such a big deal? because the sheer number of fad

companies is explosive. campbell's soup and kellogg's, for example, have very little growth. they could be predators or prey. general mills needs to bift up. how can they resist buying haynes or maybe white wave. two of the fastest growers that are still bite size $5 billion company. maybe the jilted pinnacle aquars png foods. maybe someone takes run at sun opta. the possibilities, limitless. hershey's has been a terrific roller. you have to wonder if it has run its course and needs to diversify away from the candy aisle. conagra shot itself in the foot with the last acquisition. i think it is fixable.

it is ready to grow. a japanese company that i had never heard of until recently paid $2.15 billion for ragu. a castoff brand from italy. and smucker were also rumored to be on the bidding. we've got pinnacle thought to be predator, now prey. don't you think that suspecter and hormel hear the footsteps? how much longer can kraft be waiting at the aisle? it's been desperate for growth ever since. i don't think you'll be able to stay independent unless it makes a huge acquisition. a little over a area ago, heinz itself struggling to grow got a huge bid from a warren buffett group of acquirers. i thought it would bring a huge wave. instead we got nothing. or at left a we thought we got

nothing. i think everyone of the just mentioned companies that i have price check and that i have scanned could be a candidate for the fray. it is not just the fad companies that are fating for growth in the supermarket aisles. consider that color objection reported a very sub par quarter and hasn't had much luck igniting growth at all. i have to believe another group might be eyeing that one. especially since it didn't even stay damaged. we know proctor and gamble is starved for growth. there are member of other aisles in the supermarket they could go for. colgate has a rich stock. kimberly clark is spinning off the health care business buzz it needs to grow its core business. pepsico is being pressed upon. surely coca-cola has tad something. anything to restore its growth

luster. the status quo is unacceptable. especially after the recent executive pay fracas. it is a vicious place, okay? the center of the supermarket has no really growth. anyone who sell into it lake proctor and cold gate could be a delicious tasty morsel. in the mean 80s i thought the first couple bids in the industry, i thought they were too rich. i was wrong. i failed to take into account the next time a buyer's bid went swa the company, the bares' stock did too. as long as it keeps rallying, there will be more bids, more bankers called. in the mean time, they're paying to you wait. treasuries, rally. we know from the 980s once the fever breaks out, it doesn't end

until there are far more deals than you ever imagined. many with company you never thought would get involved. it had been done is ibs the sarah lae break-up. it turned out it was words far more than we thought. they had it all wrong. the real buyers show you that with each bid. the bottom line. it is not too late to place your bet. when you consider -- when you consider the yaelds these consumer products have. the fact that they stopped going down more than aier ago. the supermarket maybe not just the best place to shop for merchandise but the stocks, too. larry in massachusetts. larry. >> caller: conference call question, please. >> sure. >> caller: retail reported a 14% miss yesterday. bouksed 4.7% today.

the company is not rolling over and playing dead because of the weather. they're rolling out on macy's. their stores will be minnie centers giving a whole range. a new marking team. >> hey, chief, i was on that conference call. that was the worst conference call of the area. dsw, i think it can go lower still. i need to go to make in tennessee. mike. >> caller: boo-ya, jim. >> boo-ya, make. >> caller: may stock is esv. >> charitable trust. why, two reasons. the yaeld is so great with treasuries trading down and with yields trading so low, treasuries going up tarks it ,

attractive. watch out. it is a contagious bug. it is not too late to place your bets. still to come, golden fried chicken turned out to be worth its weight in popeyes. what's worse than a bad movie? a bad sequel. i'm calling out the bad actors to help you avoid the stocks if you go bust. plus, should you join the haters or tune them out? don't miss my take. >> don't miss a second of "mad money." have a question? weather the cramer. send jim an e-mail to "mad

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even when the s&p 500 is making new all time highs, there are still socks going higher. consider popeye's louisiana kitchen. formerly known as afc enterprise. over 14% higher today courtesy of a magnificent quarter. i've been telling you of the terrific turn-around story for years now. the company has nearly 2250 locations. it insulates popeye's from the cost of food costs. it was somewhat higher than expected revenues. excellent same store sales growth. 4.3 domestically, 4.5% globally. what really caused to it soar was the fact it boosted the same

year sales forecast from the 2% to 3% range while increasing its earnings forecast. this stock has given you an 80% gain since i got behind the company. and i think there could be more upside ahead although after today's nearly 15% run you mate want to wait for a pullback to start buying. so let's check in with popeye's. more about how the company is doing and where it is headed. welcome back to "mad money." >> thank you, jim. >> so let's get right to it. a lot of people xlanld when they didn't do a good job that it was the weather. others complained was the raw cost. you did not complain about the weather or the costs. why is popeye's doing so much better than the other restaurants? >> we try not to complain. we tackled the quarter with a good plan, strong media plan, innovation, good value, when we got hit with weather like everybody else, we worked on the

rebound. and i am so delighted at the rebound for popeye's. our guests came back and we had a very strong quarter as you noted. >> you also did some new things. your media, your specials back to back. you had told us that we should be expecting from popeye's now regular rollouts of specials with big promotion. it worked, didn't it? >> yes, it did. our media funds are growing steadily with our top line sales. it is the magic and franchising. as the company grows, so does the marking budget. we're bringing our guests in for exciting new products. right now it is waffle tenders and i encourage to you get there, jim, and taste that great product. >> my first reaction is i don't have the physique to go have those. i know bases love your food and we go nuts every time we have you on, that it is not necessarily the healthiest. but people think that there is a big oregonic and natural trend. why are you putting on numbers

that indicate that's not the only place to be? >> we just make great tasting food. that combination of crunchable waffle with the great clinton tender is a delightful treat and we're glad to have you come in periodically and enjoy that delicious food from louisiana. >> that's true. when i'm in louisiana, my daughter drives me crazy but i go to popeye's. i want the authentic. she says dad, you can get the authentic in new york and new jersey. the rollout is not done yet. you are still redoing the stores. you're still getting that pop every time you redo them. >> we have about 65% of our stores remodeled and the beautiful louisiana remodel. by the end of this year it will be 80%. we're starting to see indications, changing the way the guest thinks about popeyes. our great food and coming in more often to visit. >> do we have to worry? you'll start having more difficult comparisons? >> every day is a new day in retail and we plan to continue to have higher media, higher

innovations, sharp price points to keep that story going. there's still a long way to go and our average volumes, we believe in growth and our lunch business particularly. so there's still a lot of upside in our current restaurants. and then of course the new restaurants we're building at a rapid clip. >> i was shocked when i see how much money a person can make if they own a popeye's. one of the things, credit is starting to ease up. will there be these great people work their way up in a popeyes, be able to have more franchises? >> absolutely. they started in the front lines of our restaurant. that's one of the things we love about the career tuntss we offer to people in our stores. and in fact about half the franchisees started in our restaurants. it is a wonderful opportunity to move from learning the business and the restaurant to owning the business. the rushes, our returns are top tier cash on cash returns. popeyes is one of the hottest

investment properties and there's capital available to grow when you're performing like we're performing. >> each time you surprise me with a really country that turns out to like popeye's. we talked about latin american companies. we know turkey likes popeye's. where's the uptake right now that's surprising? >> i just got back from vietnam. it was my first trip to the new mark where we have six fresh gorgeous new restaurants. we got there even before mcdonald's built a restaurant and it is very exciting to see this emerging economy coming to the cities. coming to new jobs at popeyes and we feel like we're participating in something exciting there. >> you've done an amazing job. i saw this quarter. i am wow, they're going to pop it. i didn't think they would take it up 14%. popeye's, louisiana. thank you for coming on. >> my pleasure. >> this is it. this is still ground floor. i know it doesn't seem like it, plus 14%, but it is still ground

floor popeye's. i like it. i also love to eat the stuff. coming up, making the cut. top full of companies claiming to be the next big thing. we've seen this before.

we've heard a lot of comparisons. hundreds of tech stocks came public at pretty valuations. many reportedly crashed and burned. i've even drawn the parallels between 2014 and the year 2000 myself, of course tempering them. because i'm a big believer in the actual history so you're not doomed to repeat the mistakes of the past, i'm going on give you a little walk down memory lane. what actually happened with the many fledgling ecommerce ipos. and more important, what that can tell us about the current crop of unprofitable ecommerce. first of all, in the late 1990s and 2000, there was a real rush to go public. much worse than anything we've seen. company were competing for what was known as first mover advantage. in many cases they came public

before they were generating any real revenue. or before they even had a true business plan. the idea was that once they captured enough market share, they could take their time to figure out a way to make money. the opportunity is too great to waste. back then we had an enormous amount of garbage coming public yet insanely high prices. in 2000 we had 261 tech ipos. now according to the expert that i reached out to, our staff, the university professor jay ritter. the median stock in this group was trading at 32 time trailing sales. that's a lunatic valuation. half were even more expensive. the median age was just five years. median revenue was only $12 million. so half were making less than that. in comparison to back then, let's focus. today's tech ipo, we had 43 tech ipos. you might think we had done 200 from the all the chatter. the new one traded at only five

time the sales. 28% were actually profitable when they came public. last year the median tech ipo was 9 years old. nearly twice as old as 2000. almost 9 time as much as the period that we always contrast with. over all we've been bombarded. even after deals we saw. at least for the moment. the deal were no longer being greeted with euphoria. we have a lot less garbage than we did back then. a lot more company with legitimate business that's were simply overvalued. and that's how i feel for instance about, the cloud based software. these companies came public with a clear understanding of how they would make money. though the stocks became incredibly spenlsive and some would say they still are. it is a legitimate model. and it is something objection to everyone including the one time sworn opponent microsoft which

just joined forces tonight in a pretty historic partnership. of course we colon like the most recent sales force software and sales companies. the older ones were good. there's been a lot of recent ecommerce ipos. those are much more questionable. if it teaches us anything, this whole ecommerce category as opposed to software can be incredibly perilous. it makes me worry that they may have some serious viability issues. why don't we take a real stroll down memory lane. i want to walk through some key examples so you understand when a company comes public without any real idea of how it will make money. just pizazz. take razor fish. an online advertising agency came public at $16 per share in

1989. razor fish. it was trading above 80 but it was all hype. when the dot com edifice started to crumble, there was pretty much no price at which they wouldn't sell. it ended being taken private for just $1 .70 a share in 2003. how about one of the major internet consulting company came public in 1999. it originally rocketed higher. it was viewed as having a management team with blood lines that could help you with ecommerce. of course by 2002 the company had filed for bankruptcy. then there's another ecommerce genius. it was among the most successful internet consulting companies. june of 1999. it comes public at $16 per share. he said of the year it is at 105. market excess. they started laying people off left and right and the company was sold for just $nick million. up 5% of the value.

consider this one. march 1st. another consulting firm created by the merger of two officials. the stock peaked at $52. then the company ultimately folded barely more than a area after the merger. stock was trading for pennies. commerce won. ecommerce came public july of 999. the stocks soaring from 20 to over $600. not long after the stock collapsed. the company filed bankruptcy. vertical net. this is the business procurement play. really rapid revenue growth even though it is losing gobs of money. the company ended up selling. not a shadow of what it used to be. how about purchase pro.com? that's supposed to help hotels and casinos pool their purchasing power online. it ended up selling its own

executives to jail. at its peak, $4 billion market cap. again, wasn't viable. filed for bankruptcy cement 2002. why do i bring up all these losers? is it just to punish you? no. i want to straighten you out. many of the stocks are rebounding. i worry the current crop of ecommerce company, the ones that ate advertisers and users and inhaling the internet. they won't come back to where they were or maybe not even go anywhere near lofty levels. use some examples. yeah. others that are now too small to be name while arguably better, still should be scaled out as the rally continues. these stocks have already been eviscerated. forming at least 50% from the hives. if 2000 is any example, they might not be done going down. they face the same problems.

far too much competition among themselves. google dominating the groom. high cost, not profitable and they may not be necessary as businesses get more fist at this indicated. let me give you the bottom line. most of recent tech ipos do not look like losers. when i take a walk down memory lane, they feel far too much like the current crop of companies design to help other businesses navigate online waters. the rube could not project and many others that await the public marktss when the ipo window opens in the fall. in 2000, it would be better off sticking with the companies that are seasoned with good profits or at least good operating cash flow. and terrific prospects like sale force.com or a conoccur technologies or a yelp that can

work its way back over time. tom in new jersey. hey, tom. >> caller: jimmy, here's a question. truck river hills, new jersey. i love you dearly. what's this story with twitter? where are we going? >> remember, jim kraim order twitter have misinterpreted me because they want me to go in there and beat the heck out of them. i had said it was worth about $29 when it got up to $70. worry is over. because the expiration is done. now the company is in a position to redevelop what it wants to be. the new service for all the world. twitter, i think, is fine. i would buy it. can we go to avi in ohio? >> caller: thank you for taking my call on your show. >> thank you. >> caller: my question about tab low software. i am long on this. got in when it was around 40%

discount from this year's high around february. it looked like a vast majority were coming out of the cash come opponents. management is optimistic about the growth story. wanted to get your opinion on the effectiveness. >> business analytics i am not crazy about. worked day at a cheaper level them did good business. i'm not that crazy about splunk. those are two that i am quite concerned about. throwback thursday? sure. in comparison to y 2 k. some of them would go down in history as a bastion of sanity. if 2000 gives you any lessons, maybe the tab lowe. still ahead, a company that cashes in every time you reach for the generic drug at the pharmacy. it's cheaper.

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after having an incredible year in 2013, perrigo has had some rough going in 2014. the stock down 10% year to date. not used to that. you know i've been a big fan for ages so i view it as a way to play the new food galley. also retailers can't get enough of these store bran private label products since they carry much higher margins than the brands you're familiar. with i love the acquisition of the irish maker. they cut it down from 30% to 17% because it has much lower corporate taxes than we do. there's no denial that perrigo missed big.

20 cent earnings miss on a tiny 1% increase in organic sales. the company blamed the weakness on a milder cough and cold season as well as a declient in retail foot traffic from the cold weather which we know is true. they've been having manufacturing problems with mucinex. it has made a lot of money over the years. and i wonderful be surprised if perrigo is ready to rebound. let's take a look at the ceo. welcome back to "mad money." >> thank you so much for coming on. >> let's cut right to it. this is a combination of the products i'm worried about. a weak cold and flu and yet some manufacturing problems with mucinex. are those problems behind us? if that's the case, i know the number will be better. >> it is a very important product for us. first of all. we do know how to make it. we've made 100 batches of this product. having said that, the recent raw

materials supplies we got in start go at the end of 2013 did not meet our specificses to ensure that we could deliver the same safety and effectiveness as we would always like. until we get that raw materials supply we just felt it would be best to stop manufacturing. we have it as one of our most important priorities though of our research and development. and we're working really hard. i have three different pathways to get it to the market. >> that's really important. you know it is very unusual for me to be staring ought. it seems like a perfect storm. obviously the manufacturing had something, tumd supplier. the cold and flu season. there was nothing you can do. wasn't severe. that hams. >> down 12% versus last year. and plus the weather that contributed to that. >> let's presume that does come back. there's a lot of other things that i think do matter. in the paper we talk about, we

see cialis, will that be something we might be able to think in 2015? >> i'm not going to make a comment on 2015 to be clear. do i believe that this trend, what we refer to as a mega trend, products that are a precipitation today moving over the counter, absolutely yes. we see it everything, the largest pro tonight pump inhibitor nexium just went over the downer on tuesday. many of the products we speck to move. >> how quickly can you go into the nexium market? >> we expect a three-year exclusivity. right after that we will have a fast follower. >> this is the first time. where are we in material of actual actually moving the needle? >> we think it is important with our brick and mortar stores that we ship to.

but wls amazon. we put together a program with ecommerce and social media. the reason we think it is important, we can tell a story about our products having the same active ingredients as the national brand. once consumers understand that, we significantly drive store bramd share as thebdy understan. >> i have to believe that johnson and johnson, a very well run company, has taken some share back. they have. >> they have. it has been as expected. they were an sent from the market for approximately three years. they are a great competitor. the majority of the products are back. we expected they would take back 50% of the share that we picked up during that time frame and everything we see is still consistent with that expectations. >> the irish location returning happy with the change in taxes? does it really may not anything? substantively may not anything in. >> i would say the following. we felt it was important to us. certainly for number one.

we get access to a great product. great royalty screening. it is an important partner with biojen. we felt it was a great opportunity. but going forward, we are an irish domicile company. our tax rate was probsly the 30% range. it should drop to the mid teens. >> it is difficult to stay through the gully of not having the mucinex. look, the stock has been so punished. maybe that's how we have to look at it. >> we have to fix it. absolutely. that's our top r&d priority. still this year we will launch over $190 million of new product sales for us during the course of the year so it is important, no doubt. we need to bring out the store brand version. but we do have a number of other products that we think will fuel it. >> for those of haus buy it, we know it is way too expensive

unless we find your version. he is the ceo and president of perrigo. the stock has been beat up. [ female announcer ] working together means working efficiently. and a lennox home comfort system may just be the perfect example. its air conditioner works together with the furnace,

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you know what they say, you can't choose your family but you can clues your stocks or something along those lines. as i told you last night we'll be hosting our annual, it's a family affair show. i would love to have you right here in the studio which no one ever gets into. i might even be dinner for everyone. maybe popeye's? don't worry. you'll love it. run, don't walk. go online. get your tickets. "mad money".cnbc.com. it is time for the lightning round. and then the lightning round is over. are you ready skee-daddy? i'm talkinging with aden in minnesota. >> caller: what's going on? >> starbucks. >> i like starbucks.

up to 73. i want to own the stock. i'm going on elizabeth in puerto rico. elizabeth. >> caller: hi, jill. how are you? >> not bad. >> i love that. what's going on? >> caller: it's beautiful there, is not it? >> beautiful. >> caller: well, jim, what i wanted to ask you is what do you think about the news in aspen planning to offer -- >> i don't know about that and i would be very, very careful. no buy, no buy, no buy. i'm not sure about any sort of takeover. no thank you. arthur in new jersey. arthur. >> caller: hey, jim, i want to know what you think about -- >> i like it. why in consolidation, all players. let's to go carl in colorado. carl. >> caller: boo-ya, jim. just calling from colorado. >> i love it there.

what's up? >> caller: lynn energy. line. >> i don't know if they know what they're doing. i think they've lost their way. just last trade with the exxon. come original guys. we want earnings growth so we can get distribution growth. you're not giving it to us. morgan in california. >> caller: how are you doing? >> i'm doing real well. how are you? >> caller: doing pretty good. especially with these bioteches. my stock is puma. i'm wondering if it should be an investment or a trade. >> i haven't looked at puma. i count myself on not knowledge enough to opine on it. i want to go to impeachment. >> caller: what's happening? >> how are you, pete? >> caller: i'm trying to find out about trn.

>> i should have gotten behind this much earlier. the all time high. trinity, not done. lloyd in california. lloyd. >> caller: how are you doing, jim? >> good to have you back. >> caller: i got a question for out trans-canada corporation. >> i like i'm that lines that have growth unlike linn energy. trans canada is terrific. and that, ladies and gentlemen is the conclusion of the lightning round! [ male announcer ] what if a small company became big business overnight? ♪ like, really big...

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listen. the level of the scrutiny surrounding apple and the ceo tim cook is downright insane. lunacy. it seal like everyone and his sister has the $3 billion deal. the last 24 hours i've heard how it is a huge waste of money. it is a way to get smart people to work for the company and it doesn't solve the real music problems. the apple is going down the wrong path and flailing. i'm no stranger to giving apple unsolicited advice. i've urged them to buy net flix to own the living room or directv to own the airways. of course net flix has gone up five fold. too expensive now. directv is gone. and i know there are issues with satellite infrastructure that may not have been apple's technological team. harmon which makes the innovative services in all cars is only up 30%. $7 billion? i think it is still good to go. do you know what? who can really complain here about this guy?

apple stock has been a rocket having moved from $400 in change to $600 and change in one year's time. that mean he is doing a lot right and not a lot wrong. first cook has been listening. i imagine he must have been a pretty good listener of steve jobs. people were worried about stagnant iphone sales. it has been a big hit largely because of tremendous software innovation. they didn't do enough in china but he has since stormed china. the big shareholders, said cook wasn't being aggressive and opportunistic. to cook, you bet. he's got the biggest, most aggressive and most thoughtful buyback i've ever seen. the dividend is huge. then we started hearing rumblings that the stores, so he

hires angela who turned it around using the best initiatives i've ever laid eyes on. she will accomplish a lot immediately with the lightning speed. finally the big black hole in the conference call has been the decline in itunes. that's a music technology out. so he goes out and find the best in technology throughout and asked them to turn around tunes with whatever is out there. we have to remember that google paid $3.2 earlier this year to buy nest. mainly to get tony fidel in the fold and we all smiled and loved that one even since they laid an egg. they don't work. can you imagine if apple made that trade? here's all you need to know about tim cook. he may be right out of clint eastwood's magnum force. cook has recognized what his

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