sentiment is so terrible on the name, i think you've got to be long. >> i'm melissa lee. see you again tomorrow. do not go anywhere. "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 just want more days like today. my job is not just to entertain you, but educate, teach you and explain how days like today can happen. call me at 1-800-743-cnbc. or tweet me @jimcramer. maybe this market is finally breaking good instead of breaking bad. that's what i thought all session as i watched the dow soar 305 points s&p pole vault

1.44% and the nasdaq climb 1.09%. >> house of pleasure. >> yep it's the second day in a row reputation of january, a month that broke real bad. and that seems to be without a february sequel. better call bull, now seems to be upon us. okay. actually the breaking good analogy really works for this market. things were -- there were so many things breaking bad in january that are suddenly breaking good in february. you know what, i just got to spell them out. i really do. this is a remarkable transformation. and it is making the difference behind this remarkable two-day rallies. let's start with the dollar. do you know that just last week today, we were worried that the euro would remain in freefall and the dollar would stay strong from here until eternity hurting our exports, threatening fragile recovery.

in fact, if you go back to last tuesday, the chatter was all about how the dollar was going to move another 10% higher versus the cratering endlessly de-based euro. that was the chatter. maybe it would move that way even overnight. sure enough that's precisely when the euro seemed to have bottomed versus the dollar and made a sharp u-turn. as of today, the euro's been killing the dollar. what's behind the reversal? i've got theorys. one is that currency traders were betting that the greek election would destroy the euro and use that funny term like they knew what they were talking about. that didn't happen. instead, we got a greek government that repudiated austerity for the fraud it's been and demanded the rest of europe relent and take the jack boot off greece's neck. i think the greeks are going to win this one. looks like this greek election came at the right time for a fraught europe. terrorist action in france admission of a super right wing party into the coalition in greece has finally scared germany into going easier on the rest of the continent, including greece. europe's number one priority isn't like fiscal discipline or

trying to please the republicans or anything like that. it's avoiding anything that might lead to war, fascism or takeover. it can only be quelled by germany going soft and giving in. that's the chatter of a whole host of translated german publications i read daily. story gets better. turns out the new greek finance minister turns out he's a smart, impressive guy. cannot easily be dismissed. i like the fact that out of the gate, he called him the worst banker in history. you've got to like that. it makes sense. two rate hikes right when europe was headed into a hideous recession and serious bout of deflation. the germans are losing their balance budget momentum. it's everything. second, i think there's a possible economic rebound going on in europe. i see green shoots it's not idle speculation anymore. we've got decent german auto sales yesterday. manpower group, the staffing company has a huge european business, just told us it saw

very strong growth get this, northern europe, high single digits italy, plus 15%, spain, plus 26%. lower energy costs, they don't hurt it either. let's say europe's breaking good for once. you don't get this kind of currency rally unless it's backed up by something real something real that we'll all be reading about very soon. next up is oil. a week ail, we were concerned that oil still couldn't find the footing. crude was trading below 40 seems like it was headed for the 40s. oil and gas bankruptcies would be the talk of the town. one week later oil's up a quick ten bucks, taking out the $50 level. going right through to 53 today. that's a staggering 19% rally. 19% rally in one week major trend change. and a matter of days we've gone from believing there was no bottom to a slow bottom to a rapid v-shaped bottom. it's a huge transformation. now, we've seen immense guide downs from the oil companies that have reported in the last ten days, we've seen endless downgrades in the group, individual stocks, downgraded,

hold to sell hold to sell. that's a prelude to a bottom. right on key, the stocks are flying despite the number of cuts and downgrades. downgrades accompanied by rallies in "get rich carefully," i say the way the bottom is formed a lot of downgrades, a lot of rallies. take world dutch. during the last two days, the stock has been subject of not one, but two huge downgrades spelling out that the dividend disaster is about to occur for one of the highest yielding dividend plays left in oil. what has the stock done? gone from 61 to 67 in the faces of these analysts who finally decide to downgrade the stock. thanks for nothing! beyond that a week ago, we began to fret that the consumer might once again be tapped out. weak retail sales, bad consumer sales numbers, started freaking out the big gains were something of the past. department help when they gave us cautionary spending data. then today, the best january autosales numbers in seven years. 17 million units in this country.

i figured it out. you don't pay for a car with visa or mastercard. plus the big gas guzzlers, they seem to be the besz best sellers right here. you know what that means? gm goes higher. a week ago, we thought interest rates were going through the floor. looked like the treasury was going to yield 1.5%. oh, really scary. historic level that really frightened people. seemed like something big was about to break bad. real flight to safety. now rates have turned they're going higher back to 1.78% of today. now i'm hearing the ten-year 2%. what a gigantic change of tone. what does that mean? it's incredibly positive for the 17% of the s&p which are the financials and they've been falling behind the market since the disappointments from the big banks. hurting their net interest margins. the financials need higher rates, looks like they might be getting them. those stocks they are now stepping up. >> buy, buy, buy! >> lively. finally, here's something i never thought would happen, copper. copper's going higher. week ago, copper was plummeting.

barometer for chinese growth. that's where most of the growth comes from for copper anyways, where most of it goes. for me the weakness in copper meant china was taking another leg down. one week later copper's roaring. maybe it's kicking in. maybe china's turning. so why are these changes in the dollar oil interest rates, consumer spending and copper having an impact here to the stock market? because this quarter, we have had a ton of reports from companies that disappointed, pre precisely because these things were going the wrong way. companies issue earnings, which matter but then give forward guidance, which matters much more. if the trends of the last few days hold up, then the recent downbeat guidance and number cuts, they won't hold up. they will be repudiated to the positive. that's right, the expectations have now been set too low versus the dollar versus oil, interest rates, consumer spending copper, the proxy for china. if all of those companies that reported last month would report today, you would have seen far more guide-ups than guide downs.

it's a gigantic doover people and that's why the market is roaring. a gigantic do over. these change the entire narrative from negative to positive. this morning went out positive on "squawk on the street" based on the key changes i've been seeing. said it again last night on the show. you got it first. it's a fire storm of criticism of this sanguine view on @jimcramer. here i've had to block 60 people already. that's twice more than my usual quota by 6:00. good sign. look, i recognize the absurdity of the landscape changes dramatically from last week to this. you have to remember why the market was so awful in january. no bottom to euro or oil. there looks to be a bottom in oil, euro, interest rates, copper. consumer spending looks much better than we thought. in january, every important input was breaking bad. in the first two days of february, every important data

point is breaking good. you can dig in your heels, you can stay negative you can fight this move. or you can say, a-ha, the facts are changing. maybe i should change with them. chris in california. chris? >> professor cramer. >> yeah? >> i'm a big fan of the show thank you for everything you do for us home gamers. what do you think of lending club joining forces with alibaba? >> the best board and a lot of momentum and making deals with people and i don't like it. i don't like it because i don't trust their business model long-term. i'd like them to come on the show and tell me about how they are not exposed to what i call to be you know some of the things that go wrong at banks, so to speak. lending club is not my cup of tea. let's go to gene in minnesota. gene? >> caller: cramer, boo-yah from frozen minnesota. >> it's frozen here too. >> caller: long time viewer first-time caller here. thank you so much for educating us every night. you are a great american. just like tom brady.

>> thank you. >> caller: hey i got a selection for you. last week sold one of their broadband networks to com scope. i'd like your thoughts on the deal. who do you think are the winners here? and what potential do you see for the industry as a whole? >> i don't want to cuff this. i saw that deal, i didn't really understand the import of the deal. because i like that division but i liked it within t.e. let me do work on it rather than say, hey, i think that's cool. i can't do that. let's go to jim in new jersey. jim? >> caller: hey, punxsutawney jim, how are you doing? >> i'm doing all right. how about you, partner? >> caller: listen with the new american renaissance, we talked about the automobile renaissance, now there's an oil renaissance, doubtful we are going to surpass everybody. so my question to you is tanker stocks am i in for rough seas? i'm not a trader -- >> well here's your problem

with tanker stocks. the tanker companies will not agree with me. here's the deal tanker companies exist to send oil from nigeria to the united states. oil from venezuela to the united states. the tanker companies were import companies, and i've got to tell you, we don't need their oil anymore! so all you're playing now is china. and i've got to tell you, china, so far, the oil business hasn't picked up. and you're doing a financial arbitrage, too, a lot of hedge funds buying tankers, day rates, storing oil, i don't like that trade either. mike in new jersey mike mike mike. >> hey, jim. love to the show. >> thank you. >> i'm here with my buddy tom. we're both students in hoboken. >> fabulous you ought to come in for a little cotwell. >> we were doing a little research in the oil market and came across confidential resources incorporated. we realized their ceo sold all of their hedges on oil prices back in november. and it came as quite a shock. we just wanted your thoughts based on your u-shaped recovery theory of what to do with a company like this or any company that doesn't -- >> well, if you want a u-shape

recovery stock, i'll send you to eog because they've got the properties that i think have the lowest break even costs. if you buy eog, they're going to make a ton of money. now, the stock has been up a lot. it's up 16 straight points from 80, but i still prefer it to continental resources. better properties these days. move over walter white. so far this month the data's breaking good. and you know what, if the facts are changing maybe i'll do a little changing with them. "mad money" tonight, the chaotic moves in oil with a company whose pipes could circle the globe three times over. what can kmi tell us about the price of crude? i've got the ceo. then it's been a tale of two earnings seasons with a difference between the winners and losers. i'll show you how to stay on victory's side. plus one of the biggest threats our country's facing right now. cyber criminals are lurking and fortnet is leading the crush against hackers. so why don't you stick with cramer. 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.

with the price of oil up 7% today, 19% in the last week 19 let's not forget about one of my favorite energy-related stocks kinder morgan incorporated. the gigantic pipeline operator that supports a b fabulous template for growth. the new kmi was created in december from the mega merger of all the master limited partnerships. create one regular company that can really be able to buy when it wants to with a cheap cost of capital. now, kinder morgan inc. is the largest transporter of natural gas, refined petroleum products and carbon dioxide, very important for north american production. not particularly sensitive to fluctuations in the price of crude. hence why it sat out the rally today. the growth opportunities in the pipeline space and outperformed every other energy company i've followed since the decline. this company gives you the rare combination of growth and yield. management says they plan to pay

$2 a share in dividends, works out to 4.8% and a strong first quarter. and a week ago, i love the numbers. let's drill down with the visionary chairman and ceo of kinder morgan inc. and get a sense of where the company is headed. withing welcome back to "mad money." >> thank you, jim. glad to be here. >> you had an analyst meeting. you said that oil should be at the $65 to $75 range. it's rallied from where you thought it was too cheap. is it headed to 65 75? >> all i said really jim, you can't meet world oil demand at a $45, $50 wti price. and i don't know what the magic number is but i suspect it's something in the $65 to $75 range. so eventually, to get equilibrium equilibrium, i think you're going to go back there. but as to when and whether it's going to be a v-shaped recovery or a u-shaped recovery, i'm not smart enough to predict. but i'm pretty confident that in

the long run, you're going to have prices that justify satisfying the demand that's out there. >> then you, is it better to be lucky or goodrich? at the absolute top, you were able to put the company together in a way you said you needed cheaper capital if you needed a chance to do some buying if things broke. that's what happened. you already made your first big acquisition. is this the time to really roll up all the guys a little bit in trouble and create maybe the largest oil company in the world? >> well, i don't know about that. but certainly, there are going to be opportunities to do roll-ups, and acquisitions in this kind of environment. and we've already done one and i think you can expect us to do more. again, we're going to stick with our toll road concept, which largely insulates us from commodity pricing issues. but we're on the prowl, we'd like to make more acquisitions if they can be accretive acquisitions that work for our shareholders. >> all right.

one of the things i was telling people why i like your stocks so much and they said, well you know, have you looked at that balance sheet? the balance sheet's loaded down with debt. i come back and say you've always cared passionately and you've got tremendous coverage. >> well, we do. we think we'll have tremendous excess coverage we said in our original budget, which was based on $70 oil that we'd have pay a $2 dividend which as you pointed out is up 15% from 2014. that in this year, we would pay that and have over $650 million of excess coverage. now, that won't be that much if we average less than $70. but rather than redoing the budget, we just gave everybody a sensitivity and said it's about $10 million for every dollar. so if you had $50 oil all year, the matrix would suggest you still have $450 million of coverage. so very good coverage of the dividend. but obviously there are a lot of other factors, too.

and that doesn't include any acquisitions like the one we've already made. >> now, rich will you put hedges on immediately after you make that acquisition? i know harold hamm did need to raise some money. to me, that's another toll road. but i'm sure there are people that say listen taking on some commodity risk for some of these deals. >> well, you're not taking very much commodity risk, per se, but you are taking volume risk on some of these plays. so indirectly if you have a draconian drop in the amount of production in a particular basin in the long run, you would suffer less throughput. now, what attracted us to this particular asset was, number one, we were not in the bakken this gives us a tremendous platform not only to serve the present customers but to deal with a lot of other producers up there where we have great relationships in other producing areas. we think we can expand the footprint dramatically over the next 3 to 5 years. secondly, the hh pipeline is starting up the double-h

pipeline. that's one of the most economic ways to get crude out of the bakken. we're just starting it now, and i'm happy to say that based on our nominations, we're going to be basically full the first month. we plan to expand that by year-end this year and hopefully expand it further in the future. we've got long-term contracts. we're in the tier 1 acreage in the bakken. did a well by well analysis. we're comfortable with the position. it's accretive in '15 and gets more accretive in the out years. we're very pleased with the acquisition. >> all right. one last thing. i know that people said jim, you love rich you love rich but rich is retiring. i say you said that you were going to die with your boots on in the conference call, which means to me we're going to be talking many more times and it's not going to be you riding off into the sunset. >> no i'm not runiding off into the sunset but steve kane is going to be a great ceo, we've got a great management team i'm going to be there to participate

in all the major decisions, including acquisitions including big projects. and as steve said on the call last week this will be the smoothest transition you've ever seen. and we're going to be open for business and do just as well in the future as we've done in the past. >> all right, rich, one last question. said, listen we're not going back to 100, but do you think it's possible for us to go below 40 given what you said about the supply and demand in the world right now? >> i think, you know anything can happen over a short period of time. but long-term you can't sustain these low prices. you know, if you want to look at the macro economics of the situation, jim, we have a total world demand in the low 90 million barrels per day. we are some place between 1 million, probably 1.5 million to 2 million barrels oversupplied at the present time. so this is not like we have 5 million barrels of excess capacity sloshing around. and we have obviously, a lot of producing areas in other

countries susceptible to political issues. so i don't think you're going to see a long-term very low oil price. you just -- you're going to see the return of a balanced equilibrium price, in my opinion. >> well, look, you've done a great job. this is the right vehicle. i think people should, in terms of yield and growth it's my favorite name in the s&p 500. thank you so much rich kinder chairman and ceo of kinder morgan. good to see you, sir. >> thank you, jim. >> you heard him, this is the business, when you're looking for yield, when you're looking for growth which is why it's in my charitable trust, you should be thinking kmi. and by the way, i think you should be thinking excellence. what a great company and great conference call it was too. "mad money's" back after the break. >> coming up, halting the hackers. from your checking account, to the most powerful government on the planet a global army of hackers is determined to spark digital disaster. but can the cyber crime fighting fortnet protect you and your

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so now that we've made it through the bulk of earnings season, what's the verdict? i'm going to give you two answers. the first one like everyone else will give you. reporting season's been mildly disappointing. a lot of companies guiding down.

the reality is there are two earnings seasons. we have the domestic companies, almost all of which so far have been spectacular. and i think will only get better as the rest of the season goes on. and we have the big international companies with the exception of an alcoa, boeing honeywell and 3m have been suboptimal. the domestic names, of course oh, they're all about the job rebound. a couple with decline in raw commodity costs, including oil. it's hard to think of any glaring disappointments aside from the oil stocks. there are a lot more costcos up $7.25 today. although, that one's even coming back. but the internationals, there were mostly guide downs. some of them were for real. they were caused by the strong dollar making it hard to sell product overseas in weak currencies and translate back into the greenbacks, very unfavorable exchange rate. you only understand this stuff if you're a foreigner coming here experiencing sticker shock trying to buy something with the weakened currency. there are other companies, though hiding behind the strong dollar and actually doing okay not great. chiefly the drug and consumer product companies, almost all of

which have been a bummer in my view. major techs doing wining too. but you know what's been difficult about this earnings season? the fact that if your stock had run going into it, it didn't work out well. classic cases right from the start, alcoa. i notice that almost every single line item one stronger than expected, especially in hindsight. companies writing some of the most positive trends. aerospace, auto trucks turbines, those are precisely the sectors doing extremely well. they've been able to pop throughout this period. think of eaton today. and reported a spectacular quarter as we heard from sandy cutler from the ceo. same with honeywell. but alcoa had the misfortune of having a stock that ran right into the announcement. honeywell hadn't run that much and was able to break out. boeing had pulled back and was supposed to miss. the short sellers were crushed and eaton had terrific numbers last summer so it stunned.

of course, 3m as always was incredible. just like clock work the core holding, disney what can i say? definition of blowout. worst in show so far the pharmaceuticals and the technology stocks and the smattering of industrials. now, we begun to believe, for example, the personal computer space was doing better. so everything related to the pc space had rallied going into earnings season. turns out, personal computers aren't better and every stock related to pcs disappointed, worst of all, microsoflttmicrosoft. we also believe cell phones would be stellar, yes, apple's were, but the other companies that ran into the quarter, no. haven't moved at all. not good enough. we believe the internet would be terrific. again, though, the stocks ran up. and the only real surprise was google wasn't as horrible as we thought. even facebook is trading below where it was before when reported last week. i say the stock is wrong. i say stick with it. i say buy it. period. oh and specialty high-tech growth. take a look at 3d systems.

take a look at it down 28%. so much for that. big pharma got crushed by the dollar and hideous, almost didn't matter what they said. but when they did say something not that encouraging. money shifted to the biotechs until they too, got bit up to the point where you can see the money shifting out of them until the now surprising industrials. caterpillar, though personified the heavy machinery companies with a disastrous quarter. let me give you the bottom line. in the end, as usual, expectations are everything. if your stock ran and the quarter was perfect, it has meant nothing if you're international. pretty good if you're domestic. if the number was less than perfect, your stock was i annihilated domestic or international. well, even if the numbers were just okay like the oils or if they were good like eaton, you got winners not whiners. big winners, like the ones that led today's remarkable rally. john? >> caller: baltimore boo-yah, cramer.

>> excellent, excellent attempt there at a major boo-yah. >> thanks jim. i picked up royal caribbean at $60 back in october. went up 30% over the last three months as oil prices dropped in the last week started sliding weaker than expected quarter. i was wondering if you see a rebound from here, or do you think -- >> no, i didn't like that quarter. i think it's time to ring the register. a nice gain. let's move on. i didn't like it. plus, you know, the dollar's playing havoc with a lot of travel. let's go to rich in california, rich? >> caller: thanks, jim for taking my call. >> of course. >> caller: big boo-yah to new england patriots winning the super bowl. my question is about tesla and their growth prospects domestically and internationally given the strength of the u.s. dollar. >> tesla is a cold stock, i

imagine it can bottom. amazon bottomed starting going up. i'm sure there's some thesis that could make it so tesla bottoms go up. i'd say this oil's up 19%, people selling tesla because of the electronic car wash oil's going up, some will buy that because that's what people do. earnings season's almost over and it's got a lot to do with expectations. if the stock hadn't been crushed heading into the report, even if it posted an okay quarter, the market liked it. much more "mad money" ahead, including my exclusive with a cyber crime fighter that surged more than 60% last year. i'm investigating. everything from trucks to airplanes to the stocks flying high today on a strong quarter. i'll see if eaton can keep soaring. and here's a hint i think so. plus a brand new edition of the "lightning round" coming around. stick with cramer.

with the market rallying nicely for the second day in a row, i think it's worth revisiting companies that reported during the ugly days of last week to make sure that we didn't miss anything. take fortnet, the cyber security company, major player in the unified threat management business. what exactly does that mean? offers a comprehensive integrated suite of products and services that allow the clients to detect and eliminate complex threats without locking down the computer systems. a lot of success with small and

medium size businesses. lately gaining traction with larger ones too. and let's not forget president obama's proposing $14 billion of cyber security spending in his new budget. perhaps one of the few parts that the republicans in congress might agree with. delivering in line earnings and higher than expected revenues up 26.3% year very strong billings growth. but the company's guidance for the next quarter in 2015 somewhat spooked investors because they plan to invest heavily and grow the business something they made clear on the conference call. that's why the stock dropped $2 the next day. it's been coming back since then. fortnet's begun to bounce back because i think it has real upside at these levels when you start drilling down past the nitty-gritty. let's check in with drew fortnet's chief financial officer, learn more about the quarter and the company's prospects. withing to "mad money." >> thank you, jim. >> i was going to ask you what's behind the 35% growth in bookings. i think what's behind is it what's behind us. can you show me what i think is actually, and i had a chance to look before you came out, a

frightening scenario. >> so this is fortnet's threat map. and you can see realtime threats, threats happening in realtime, and this is developed by our labs team. we have a huge group of global security professionals around the world, global security experts, and they're providing this information to illustrate basically what's going on right now. these are realtime threats. and also what they do is provide these updates among others. you won't see everything here because not everything's shared, quite frankly. but they're providing them to our customers. >> let's say i'm a ceo of a company that just is in that red circle right in dead center of the united states. and you come to see me and make a sales pitch. i mean i have to believe that there's -- this is all around me. i've got to take your product. >> that's right. i would say that look you need to make security first, which i think is a big issue right now. the threats -- the threats are not only increasing becoming more severe. you need to be aware of that. and you really need to buy security first versus buying security as just an add on to a

network, if you will. >> when i talk with ceos now and ask what's bothering, they don't talk about the quarter, margin, europe, china. they talk about cyber security. the president, one of the few things it looks like he has any successes in terms of across the aisle, cyber security, how bad is it right now? >> yeah, i think it's bad. i think it's ongoing. and i don't see much abatement in sight. look at it i mean people a year ago, we're talking about target and credit cards. >> right. >> now we're talking about sony. credit cards to crisis, if you will. quite frankly, we were talking about transactions and company's information. but now i think corporations boards of director sea level people need top realize they're stewards of personal information. people's intimate photos are being stolen. my intimate photos could be stolen. nobody wants theirs stolen but they might want yours, jim. >> banks, i check my bank account every day. right to do or wrong to do? >> good idea. i think always check on your information.

>> it's that -- it's that possible, huh? >> yeah. i think anything is possible. >> anything they can take a little bit take a lot. anything's possible. >> right. >> and how about, what is the sony situation in terms of a new level of cyber warfare? >> i think it's an escalation. i think we heard president obama talk about cyber terrorism. so that's just an example of how the threats are becoming more severe. >> when i go over your conference calls, it's clear you are not just going after the little guys you've got big enjoys and you're taking business from the majors. what value proposition are you offering that making so that major companies are losing share to you? >> we -- we offer a best of breed, integrated security fabric. and so best of breed matters because people have traditionally bought network security as part of a network, kind of a side dish if you will. >> right. >> security needs to be the main course. integration matters, simply because you want threads that work together.

it's -- when it's cold outside, you don't really buy spools of thread, you buy a coat. you need that fully integrated protection, integration matters just like in an ipod or ipad where you want everything to work nicely together seamlessly, there are no holes, no breaches in between. and that's what we actually offer. >> in the call you make it very clear you're going to have to -- you have to spend more. a lot of people were turned off by the spend. it sounds like you've got to get the right people and smarter people, is that really possible? >> that's right. we have been. and i mean if you look at our informs investments, they have been paying off. we doubled our rate of growth last year we grew 3x faster than the market and that's what we're trying to go after. that's about getting the right people to deliver the right message in the right place. >> we keep hearing about europe. >> that's right. we have a great team in place in europe, and we've done exceedingly well there. we've been very focused on enterprise customers there and made some investments early in the year that have paid off. we hope those continue to pay

off, and we're trying to replicate that globally. >> can i ask for the map again? because i want to ask, what is if you looked at this, what's the most frightening thing happening right now? >> well, look, there's a variety of things going on there. if you look at the ed are, those are the most critical of the attacks. these could be denial of service attacks, could be botnet attacks, massive spam attacks and so on. so i think they're all very worrisome, quite frankly. >> wow. i'm worried, too. i've got to tell you. >> i think it illustrates the severity of the issue. >> i know no one's spending enough. the banks aren't spending enough. they need fortnet. thank you very much. it's sobering. a sobering look at things. that's drew delmato. they spent a lot, the stock's not as high as it should be. it should be much higher. "mad money's" back after the break.

it is time -- it is time for the "lightning round" on cramer's "mad money." you say the name of the stock, i tell you to buy or sell play until this sound and then the "lightning round" is over.

are you ready, time for the "lightning round" on cramer's "mad money." ester in florida, esther. >> caller: thank you for taking my call. i'm calling about tyson foods. i thought they had a good year. they had about 17% earnings return. and it's just trading in the wrong direction. >> it's had a big run. people feel that the easy comparisons are going to be over. because, remember it is a commodity, but that's what it is. i am of the opinion -- >> don't buy, don't buy. >> i need to go to dave in new york. dave? >> i love the knowledge. >> thank you. >> i got a question for you. now, i love biotech stocks. i want to know about celgene. >> big rotation, in the names like eaton. that's what happens periodically. celgene has a real bad head and shoulders going. i say let it come down 5% and pull the trigger. why? because they're putting out numbers for 2020 that are going

to be amazing the stock looks dirt cheap in the outyears. jared in new york, jared? >> caller: yes boo-yah, big fan, jim. thanks for having me on. >> excellent. >> caller: calling about c.r. barnes, i want to know if it's a buy, sell or hold or if you see anything with a better valuation. >> got to go to bard. it's a terrific stock. the only thing i like more than that is everett life sciences. mike mike mike in new jersey. mike. >> caller: hi, how are you. i'm mike from new jersey. big boo-yah to ya. long time listener first time caller. love your show and hope you provide to the average investor. i purchased a lot out of micron technology in 2014 at the $32 level. >> yeah. you know i think micron's part of a whole cohort of tech stocks nobody wants right now. i think the stock can work its way back to 30 31 but i think you've got to cut your losses. i don't see a big upside coming from that stock anymore. if you want a tech stock, i

prefer facebook or google. let's go to mark in new jersey. mark? >> caller: mr. cramer, thank you for taking my call and all your support staff that help you run the show, the ladies have been great to me. i'm calling to fcau. >> it's sensational, the management's accurate. gm has a habit of screwing up the quarter. that's a bummer, but the business is good. aaron in pennsylvania, aaron? >> caller: hello, cramer this is aaron from allentown giving you a boo-yah hoping i have horse sense to ya. >> well, what's the stock? >> caller: well, jim, hey, listen a few years ago, you recommended stocks that used to go from $80, would go up to $120. >> yes. >> caller: what stocks a very big local company here i bought into it as of today, $148 a share. do i have horse sense? should i keep buying? >> air products because you're from allentown and that's the

biggest employer, it used to be hess. i think air products is a sensational situation and it is going higher. it's well run, much more better than it used to be. air products is real good and you do indeed have horse sense. and that ladies and gentlemen, is the conclusion of the "lightning round"! >> the "lightning round" is sponsored by td ameritrade.

have you heard of the new dialing procedure for for the 415 and 628 area codes? no what is it? starting february 21, 2015 if you have a 415 or 628 number you'll need to dial... 1 plus the area code plus the phone number for all calls. okay, but what if i have a 415 number, and i'm calling a 415 number? you'll still need to dial... 1 plus the area code plus the phone number. so when in doubt, dial it out!

looks like it's time to

circle back to the high-quality industrials. that's what i'm wondering after eato, in eaton, hydraulics truck transmissions and aerospace systems reported this morning and blew away the numbers sending the stock into the stratosphere up 8.37%. eaton may be at the mercy of currency woes like other companies. but they still delivered a 7-cent earnings beat with inline revenues, very strong bookings and the best organic growth since 2011. plus, a nice jump in margins, something investors have been waiting for. now eaton has been a huge long-term winner. always like the stock when it supports about a 3% yield as it does right now. one of the reasons my charitable trust. let's take a look to hear more about the quarter and what's next for the company. welcome back to "mad money." >> hi jim, how are you this evening? >> well, i've got to tell you, i'm good because this was the number i have been looking for. bookings strong in electrical and aerospace. these are two incredibly important markets for you. really a lot of positive tone

lighting good. it all came together this quarter. >> yeah really was a great quarter and a great year for us. earnings up 18% this quarter, 13% for the full year as you mentioned 5% organic growth in the fourth quarter the strongest since the fourth quarter 2011. we think a great way to end the year and enter 2015 strongly. >> well i want some people -- i want people to know which divisions were very exciting. and i felt that l.e.d. really shot the proverbial lights out. can you describe about residential and nonresidential and l.e.d. and why they're so important for eaton? >> yeah our electrical products, one of our five segments reported is a third of the company, 33%, and we report lighting as one of many products in that segment. you saw bookings up some 4% for the entire world, but they were up 7% in the united states and led by applications like lighting where 50% of our product is now l.e.d. led by residential where we're seeing that build on toward what we think will be 1.5 million

housing starts out a couple years from now, pretty good strength on the industrial side as well. and obviously, all those great benefits of our integration, they're coming through there, as well. i think a strong feeling. you look in our vehicle business where heavy duty trucks is quite busy as are light vehicles today, organic growth was very strong there again. high single digits. high single dimgtgits in aerospace, as well. we've got propellants moving ourselves forward now. >> people should know the organic growth was far better than the other companies i talk about quite regularly and kind of pass them all. and one of the things i thought was important is you actually gave us a feel that this is not a one-time only or one-year only in the discussion that you gave about oil and gas. people were pushing back saying that oil and gas could be bad for you. you say there are a whole bunch of end markets that lower oil and gas actually help. can you flush that out for us? we heard the grumblings that lower oil is not good. this is the first time i've

heard any executive say, no wait until you hear what happens in this world. >> most economists agree that lower oil helps to grow gdp. it's just uneven when you get to those pieces. when you look at our businesses sales, too, our oil and gas customers likely to go down this year. but, the positive impact for vehicles consumer obviously isn't spending as much money at the pump. they've got more money to spend on a vehicle, on a mortgage for a new home. heavy duty trucks obviously, a very big operating cost for the fleets is diesel. that's coming down. aerospace, one of their two big drivers, fuel for airplanes, that's coming down. makes them more profitable. so there are a whole bunch of individual knockoff effects of having more change in people's pocket that will enable them to spend in other areas. so we think it's probably about a net neutral for eaton, just changes which of our different businesses does well off of this change. but that's one of the benefits of eaton. we're a company that's made up of many, many end markets. we're taking power solutions across all of them. and that's what we think brings

to investor that continuity of earnings through the cycle. >> well i also felt that because of the continuity that you see, you've really stepped up your buyback, prelude to something bigger or a new consistent level? >> well we're really pleased. we brought back 2% of our shares last year about 9.6 million shares $650 million we spent. we would expect normally to spend about $100 million a year in buying back. we've said that we're going to get to the middle of this year about june 30th. and well ought to be in a position to talk about what we're going to do in terms of capital redeployment strategy going forward. our free cash flow our operating cash flow, we expect to be up 15% in 2015 over '14. the acquisition debt from the cooper acquisition. maybe a mixture of things. we see attractive opportunities. we think it's an exciting time.

we've got strong -- >> that's the most i've heard from you and obviously organic growth is extraordinary. it's a big step up. you think it's possible to even top that? >> we've given our guidance to what we think our growth is roughly 3% to 4%. and that's before negative 4. but clearly we're positioned in a lot of these markets very well. we've continued our spending in r & d, we continue to believe that people are interested in sustainability and safety and economy when it comes to fuel. and those trends are still with us. so we think we've got a really good game plan going into 2015. there are a lot of head winds out there. everybody's talked about. but there are ways to win in these markets, and by think we've got a good strategy for doing so. >> well i'm in total agreement with you. which is why it remains a good position. thank you so much sandy cutler. good to see you, sir. >> thanks jim, always good to talk with you. >> you heard what he said. later this year, there could be

some very big news in eaton. they're in great shape to be able to do a lot, whether it be m&a, dividend boost. stay with cramer. there's confidence. then there's trusting your vehicle maintenance to ford service confidence. our expertise, technology, and high quality parts mean your peace of mind. now you can get the works, a multi-point inspection with a synthetic blend oil change tire rotation, brake inspection and more. $29.95 or less.

stop freaking out, chipotle it's terrific and disney's getting better. there's always a bull market somewhere, i promise to try to find it for you here on "mad money." i'm jim cramer and i'll see you tomorrow!

>> male narrator: tonight on restaurant startup two young and hungry teams from the big apple fight for a shot at funding: a pair of metalheads with some rockin' moroccan cuisine... >> rock out, dude. >> narrator: a pair of sisters with a fresh take on a new york favorite. >> this tastes very much like a hot dog. >> yeah, dog. >> narrator: with hundreds of thousands of dollars on the line, will one of them earn an investment from joe or tim? joe bastianich owns a portfolio of 30 restaurants along with eataly, a high-end italian market. tim love is a celebrity chef with six award-winning restaurants and a retail empire. they're both looking for the next food visionary, and they're willing to put their money where their mouth is.