a lot of noise in macy's the last couple of days management changes, blue mercury deal fourth-quarter comp. can speak to that. i like macy's. >> all right. i'll see you tomorrow. "mad money" is up next. 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 the now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make friends, just trying to make you a little money. my job is not just to entertain, but to put it in context and teach and educate. call me at 1-800-743-cnbc or tweet me @jimcramer. promise me you'll create any pullback from now on created by europe toll buy, not sell

stocks. that way you can be ready for days like today, where the market flies, with the dow soaring 212 points, and the nasdaq climbing 0.13%. go back and think about yesterday's late afternoon pummeling. or at least try to remember what caused it. some european central banker arguing with some greek politician. that kerfuffle gave you a chance to pick up great american stocks at prices much cheaper than you otherwise would have gotten. we all get flyers in the mail with coupons. i get ones from costco. i'm eyeing this 60-inch tv for 1,300 bucks. but let's say i go in and pick it up and see these shirts that are on sale for 35 smackers. that's ridiculous. i see that sale and i have to buy those shirts. i don't say, wait they lowered the price because something's wrong with the merchandise. i don't think, wow, zainya i can't pick those up because tomorrow they might be worth even less. no, i think, i've discovered a

sale i wasn't even counting on. next thing you know i'm buying the tv and the shirts. that's what the stock is like. these violent moves down caused by europe. europe can cause incredible sales at any given moment. it gave us a sale yesterday at 325, just a total unexpected windfall. exactly like the zainya shirts. why am i so confident that any european-inspired weakness counts as a sale rather than a reason to sale? because europe is turning. in the last few days i've spoken to a number of executives with boots on the ground in europe, and their numbers are getting better. that's right. better. their sales are better. i have a breath of context who verified the stronger eurozone hiring that we're seeing and don't forget this is all before the european central bank swings into action with its big bond-buying program. not only that but let me give you a real heads up about this greece. i've been following the travels

of the new greek finance minister yanis varoufakis, who is a total hoot. he's kind of like jason statham, but more importantly, varoufakis is saying all the thing. he's crazy, but crazy like a fox. and i think that germany, the richest, most solvent country in europe, is scared to death of this guy. they're scared because he's not afraid to blow everything up. he's expendable! the guy is playing the last card the germans ever want to hear. he's playing the nazi party card. he's saying the nazi party is on the rise in greece, because of austerity. the greek finance minister with his firebombs is freaking everybody out, but that kind of guy is going to get his way. germany will have to loosen its purse stripgstrings and part with some money to get some things move. german is going to allow a stretch of deep debt payments.

maybe something like 70 years. that will give greece what it wants and show that the germans aren't unreasonable. that is going to be hugely positive for our market. but if you play the nazi card at a time when there's also french extremism in the air, you're going to get some one-day sales in our stock market all the time. and that's exactly what happened yesterday. a one-day sale caused by a seismic shift to a pro-growth mentality in europe. it's as preposterous as finding those shirts for next to nothing. call me a bileuyer the next time the bombs get thrown which could be any minute. and what should you buy? i think it's time to start buying something that has a bias towards doing business in europe. that's right. companies that do a good deal of business in europe and are already doing well in the u.s. i'm thinking of a couple that are so obvious, that they're like the letter hidden right in plain sight. these two stocks come right from my charitable trust, eaton and dow chemical. both reported really excellent quarters, surprised people. sandy cutler told you, this

would be the year where he's going to do something huge for shareholders. maybe a big buyback or major dividend. right on "mad money." dow reported last week and showed it's become the low-cost producer of the high-end plastics. that's the holy grail of gross margins. in fact eaton and dow sold very low-price ratios versus the historical ratios. and they put into this new, more positive regime. how about another stock that's been so much under the radar screen, it's almost frightening. i'm talking about general motors. it was pummeled endlessly last year about stories about incompetence and potential bankruptcy, plus gm's levered to big cars that people don't buy when gasoline prices are high. it was run by a no-name executive that seemed to personify deer in the headlights and was constantly asked to answer for things that happened well before her tenure. now ceo mary barra delegated the recall issue to kent feinberg mr. fair who has gotten his arms around the claims as this most trusted individual always

does. as horrific as gm's liability was, it may not add up to the charges that the company has already taken. it may not even be -- it may not even hit the stock. not only that but the headline risk has finally gone away, because the journalists have written their books and the story has played out. gm makes the big gas guzzlers where all the profits is. gm is about as perfect a story as they come with a bountiful yield, more than double what you get with ten-year treasuries. the only knock against it -- europe. europe has just gone from negative to positive right before our eyes. let's not forget alcoa. i know they reported a throng time ago now. go back over that quarter. alcoa is levered the to just about everything that we've heard is doing well in the world since they reported. aerospace, nonresidential construction, packaging, trucks, autos, turbines. but what kept alcoa from going higher, well of course europe. think change narrative. think negative to positive. think new highs with a lower cost of energy worldwide. who else? two tougher ones 3m and

honeywell. i say they're tougher because they're so high. they don't have the cushion you get from a dow or an eaton. but 3 m and honeywell had two of the best calls of the quarter and both are factoring european weakness that might never occur. finally, i'm going with cisco. a thunlg data breach at anthem. sure, there's fireeye, but how about a big internet security company with a monster amount of business in europe that's just getting cooking. cisco, inexpensive stock, fabulous buyback, terrific dividend, management knows how to give companies a soup-to-nuts end-to-end solution with seasonal security -- sensational security protection. sensational. tonight, both twitter, wow, can you believe it and linkedin blew away the numbers. people will be talking internet tomorrow. i want you to think cisco, as a terrific internet guru. look, i know you can call me out there with this jason statham thing, but only if you haven't heard this new greek finance minister talk or looked a to the guy. you can say i'm off the

reservation with the costco analogy. with these stocks you can't call me late. i am ahead of the curve. maybe way ahead. and if i'm wrong, the gloom and doom is already built in so are the hazards of the strong dollars. they've all reported these companies. we know what's wrong, but you might want to ask yourself what can go right? i say, plenty. why don't we go to janet in connecticut, please. janet? >> caller: jim, the cybersecurity cybersecurity concerns in the news today with sony what is your view on imperva? >> i don't know imperva. i like cisco. next week has cyberterrorism writ large. george in florida, please? >> caller: hi, jim! from daytona beach florida! >> nice volusia county a little hello! >> caller: yes, sir. i want to talk about yum brands

which includes kfc, pizza hut, taco bell and yum is big in china and it looks like the charge is breaking out to the low 80s. >> i think the quarter was good. i wish my charitable trust had haeld on to that but it was a long, long nasty run. john in europe please? john? >> caller: jim, dr. jim, i have a question. with the leveling out of energy prices, i wonder if it's a good time to get into the energy services people sillka -- >> you know what, we've got so many high-quality companies in that industry that are trading at incredible lows, we're not going to go down that food chain. not worth it. diego? >> caller: hi jim. first of all, thank you for you and everything your team do. you guys are phenomenal. i am definitely a citizen of cramerica. >> yes, thank you! >> caller: all right. my question is about mankind. i've been following this stock

for over a year. i bought it into last year at about $5 a share and rode it to over $11 a share and took my profit. in the last two weeks, it's back up over $7 a share. with the founder, ceo, alfred mann having sat down and finally available with a description, how high do you see mankind going? >> i'm not a big mankind fan. with one i've been using is onco health and that's a much better stock, and even at $13, i think you can go higher. we already know what's wrong, it's already built in but there's plenty that can go right. on "mad money" tonight, the organic national food selection. the stock's batting off a strong quarter, but are these gains in danger of spoiling? i've got the ceo. it and started with a new take on the t-shirt. now under armour is gunning for the biggest player in sports apparel. don't miss my take on the company's ambitious battle plan. plus, an under the radar semi name that could make your phone charger a thing of the past.

stick with cramer! >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question tweet cramer #madtweets. send jim an e-mail to cnbcor give us a call at 1-800-743-cnbc. miss something, head to madmoney@cnbc.com.

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in this environment, you need to find stocks that will keep working for our wild term regardless of the market's day-to-day swings. that's why i'm such a big fan of hanes celestials. it's behind the greek gods yogurt. many, many other brands. as i've been telling you for years, hain is riding a fabulous secular growth trend. the general public's embrace of health and wellness especially when it comes to eating organic and natural. in the old days you had to shop at a place like whole foods to find the stuff. lately, just about every supermarket is going organic, including walmart and target. think of hain as the group's arm supplier.

this stock has given us some terrific long-term gains. hain was up again yesterday after the company reported a strong quarter. the results with respect perfect. management had to trim its guidance because of currency issues, but the numbers were good enough to send the stock soaring more than 5% yesterday, and another percent today. let's check in with irwin simon the president and ceo. welcome back to "mad money". >> hey, jim. >> i just said good things about the quarter, because the stock went up. but in many ways it was a jobe-like quarter. you had a product recall you had a fire you had currency and you still blew away the numbers. >> listen, with our growth listen you're always going to have challenges. we had a recall on our nut butters in august. and listen i got to tell you, we're back in stock, we're shipping. and i've got to tell you how much we've been able to accomplish. and those things happen out there. with regard to fires, hey, it happens. we'll replace our factory. we had some interruptions on shipments. but we'll be back in production

and well in business. currency, 40% of our business today is sold outside the u.s. yes, we had to take our top line down by $70 million. we took it down for $20 million for both tilda. we took our earnings down 2 to 3 cents. >> it didn't matter. >> which goes back to show what we're able to do on sg&a. jim, we were 31% growth and that included acquisitions organic growth, high, single digit digits. you saw our consumption numbers. now back at 9% in the u.s. and we missed $13 million of sales in the quarter. >> so pretty good. one of the things you've taught me is you're -- >> i don't think -- i don't want to take credit -- take credit for teaching my kids. >> you taught me that you want to be forever a cash register ringer. you're in 7-eleven. >> hey, listen coming into 7-eleven today and coming in for snacks, you want healthyier snacks.

we take this product, looks like a pringles, but it's a veggie product, great-tasting product. >> at walmart. >> at walmart. and listen walmart knows their consumers are coming in there and selling healthy foods. listen, whole foods, sprouts have been the innovator and they're the foundation of it. but, again -- >> and they're doing well again. you know that. >> doing real well and doing some great things out there, opening a great new store in new york city next week. which is pretty exciting. but it's not -- whether it's target -- you heard me talk about -- >> let's talk about target. brian cornell, apparently, has given whole aisles to you. >> yeah, brian, and i've known brian a long time, brian knows the food business been it in a long time at pepsi. and he knew what his consumers were asking for, okay? and with that carrot chips and garden of eden were not in target before and brian has come back and sort of said hey, why? and not only that it's baby it's personal care products that we've moved into. we really focused. our key products on our protein. just coming back to the super

bowl. the super bowl this past weekend is one of our biggest snacking season. our snack business on consumption has been over 30%. if you taste a product like this here, our sea salt corn chips, you compare them to frito and i'll tell you, i mean they're not gmo and a great-tasting products. >> chipotle's a buy here enough already. they're talking about some numbers. they're saying that 73% feel it's important to have organic versus just 61% two years ago. they're saying that the sea change since 2011 on all these categories, is just remarkable. is it the younger people coming in to buy or is it even people who are older saying i've got to live longer? >> you know great question. millennials, millennials, millennials. and they're educated. you and i both have daughters and sons and they're millennials. you know, again, chipotle they've been on this a long time. and steve and his team have been focused on it. we've been a big supplier. and you saw what they did when pork was not up to their standards. >> they pulled it from their stores, because they keep the

standards, which i'm impressed with. listen, you heard us -- you saw our announcement with panera. and again, panera's consumers are coming in and saying, we want antibiotic-free. we want only animals that are treated animal welfare. and the consumer is saying listen, we'll pay more for a sandwich knowing we can get that. >> chipotle says people know that it can taste better. so my daughters know that i know you, and my eldest usually my youngest is the biggest vegetarian, my eldest is saying do you guys know about this movement to be able to have package-free portions and will you be a leader in package-free portions, if it's necessary. >> listen i think the whole thing with packaging comes back to food safety. and you know we learned a lot from marenetha. how do you have good packaging that will able to keep the integrity of the products. remember the days when you had

bulk products? that's my only thing with package-free products. >> with contamination? >> right. >> big thing is the whole sustainability. that's the whole thing. what is recyclable. and what is ultimately combustible and stuff like that. >> and you're on that too many request. >> we are absolutely on that. so, again, consumers today, i can't tell you, in every class of trade, whether it's food service, convenience, college campus bookstores whether it's grocery stores whether it's club stores listen we've talked about costco and sam's and dj's wholesale, where their focus is on national and organic today. look at the big deals that have happened in the food industry. hershey's paid a lot of money to buy a product, okay? we're -- and what they're looking for is growth. because there's -- >> this category. >> growth today is not in consumer packaged goods. >> it's in this stuff. irwin, you showed me what can happen when things go wrong. wait until everything goes right again. irwin simon, founder and president of hain celeste y'allslescelestial,

which i believe in more than ever. "mad money" is back after the break. >> announcer: coming up, it started with a t-shirt. now it's making big strides in football basketball, and wearable tech. but can under armour hang with the big boys? cramer's scouting the competition.

you either believe or you don't. believers can make fortunes if they get it right, nonbelievers they make nothing. and those who bet against the believers, well, they can lose their shirts. that's the story line you should keep in mind whenever you think about investing with a visionary chief executive. someone like kevin plank, the founder and ceo of the great american company that is under armour. first of all, this is a company that isn't even supposed to exist. really can someone build a better t-shirt? is that even possible? in under armour's case it sure was. okay, what about what's next here? how about a shirt that keeps you warm in the winter and cold in the summer. is that even possible? in under armour's case it sure was. but how about an encore? how about football cleats? that's going up against nike. is that even possible? again, in under armour's case it sure was. after eight years, the company now controls over 30% of the cleat market even though people told them, you don't have a chance. what has under armour done for

me lately beside shoot the lights out in this morning's quarter. they have a new basketball shoe that comes out next week in conjunction with the nba all-tar game. under armour is going with a shoe endorsed by stefan curry, the player with the best long distance shooting acumen may be to ever play the game. and what do i hear again immediately, once again, the cat callers ask, is that possible? can you take on nike and basketball shoes? i come back and say, go ahead. keep betting against kevin plank. it's been done all the way up doubted at every turn always expected to flounder short sellers come on tv and talk about it. people who talk to the shorts they get their word out. didn't matter that he's had 19 consecutive quarters of growth. didn't matter that under armour has rallied from $4 to $73 since coming public a bit more than nine years ago. there's always someone who doesn't believe. there's always someone who bets

against kevin plank, including today, because the stock barely did budge on a very, very strong session. but those who sit out the kevin plank run will not make money and those who bet against him will continue to lose. likely never admitting that maybe plank's got something special going on and that he's a special man. the doubters only dig deeper into their conviction as the stock goes higher they slam their heels into the ground ever-harder. their faith that plank will fail is unshaken. i'm here to tell you that these underaermore per mabears are and will remain fools. they don't understand this man's competitive experience or the team he's put together or what it's like to invest in someone with a baltimore chip on his shoulder who knows that his competitors, in the end, are just people. and as arnold taught us in that seminole stock movie, and he says right in his conference call, if it bleeds we can kill it. plank's not content with having the best shoe the best apparel, the best cleat, he wants to have the best connected network of

people who want to stay healthy, and a lot of people want to these days. with a couple of acquisitions including my fitness pal and endomondo, he's cobbled together a 120 million-person strong community who want to know how their bodies are doing. he's creating the biggest a amalgym of people. there were questions on the conference call about that huge new investment is ever going to pay off. doubters, again! to which plank said the master plan remains the same in bright red letters. the reason that we did what we did today was because we believe, ultimately, this will help us sell more shirts and shoes and reach more athletes and make them better. once again, the bottom line i'm warning you that you short under armour at your own payroll. go ahead make kevin plank's day. this stock is a buy, not a sell. and you can't make yourself a believer, at least stay on the

sidelines, so you don't get hurt betting against him. klaus in pennsylvania! klaus? >> caller: yes, good morning and good afternoon, jim. >> good evening, sir. >> caller: good evening, yes. about two months ago, i saw interview with the ceo of skx, and i bought some shares. i was wondering, should i hold them, buy them sell them or buy -- >> no no these guys -- i mean this is one of those things i often have to mention, people say, wait a second what has that stock done? well, it's done nothing but go up. what has that team of managers done? how about comedominated the footwear business for many, many years. i believe they report next week or within the near future and if it gets hit, it's usually some short saler banging it down. i would buy more. i like those guys. they know what they're doing. let's speak to ryan in california. ryan? >> caller: thanks for the knowledge, jim. >> that's what the show's about. thank you for getting it. >> caller: i appreciate it. hey, i'm concerned today about footlocker, with 30% of revenues

coming from overseas and 65% of profits tied directly to nike does it make sense to move into a different specialty retailer that is focused not only on international expansion, but most importantly, american growth? >> geez, i don't know. it's a good company. but i'm not going to disagree with you. look, i thought -- let me give you what i thought was interesting. i like price breaks. i like to buy things that are on a price break. costco was down hideously, but that intrigued me down 1.8, more than that. another one that really, really intrigues me here, if you want american, is dillard's. no one's talking about dillard's. that stock could have a monster quarter. there's two domestics for you no one's going forward. how about barbara in california. barbara? >> caller: hi jim! it is beautiful and sunny out here today. >> all right i'll visit. what's up? >> caller: i was calling about kors. i just don't understand. every time the earnings come out, they're better than expected, and the stock goes down. >> well they give you not great guidance, and i've got to tell

you, this stock has the now come down a lot and i'm sure it's intriguing to people but mollison kors reports next week and if you're going to ask me to buy one kors/coors put a gun to my head and tell me to go buy a kors/coors, i'm going to send you to molson coors. i know that's like mixing metaphors, i don't care. i believe in kevin plank. if it bleeds actually, it's billy that puts a knife in that -- remember that? it's billy. if it bleeds he will indeed kill it. i believe in ua. don't bet against this one. hey, much more "mad money" ahead, including an under the radar semiconductor stock that's doubled over the past year. i'll unveil it and it's a great story. then it's big business in some of those volatile places on the planet butted aco still shot the lights outside. plus your calls, rapid fire just ahead. and the electric condition of the "lightning round." stick with cramer.

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tonight, i want to draw your attention to a quiet semi-conductor stock that's been climbing steadily higher and higher without much fan fair. i'm talking about integrated

device technology, idti for you home gamers. maker of low-power, high-performance chips for a bunch of niche markets, as well as next generation communications, infrastructure, high-performance commuting, and power management. in the past 12 months, idti has more than doubled. it's up more than 20% in the last three months. even at these levels the stock still trades at a nearly 18 times debt earnings estimates. darned cheap. that's smoking. in addition to timing chips, you can endidti in switches for 4g wireless switch bases. plus the company has had a high-performance commuting bases. basically, these dramatically increase the throughput of dram modules. last but not least, the company has an advanced power management business, where they pioneered the chips used in wireless charging technology also a fast-growing category i'm interested this. when they reported on monday the company blew away the

numbers, gave stronger than expected guidance. the computing business was particularly hot. that was up 41%, versus the previous quarter. and even though the stock has already had a tremendous run, i wouldn't be surprised if it kept climbing. let's drill down with greg waters, the president and ceo of integrated device technology to find out more about the quarter and his company's future. thank you so much for coming on "mad money". >> my pleasure jim. thank you for having us. >> now, you worked at skyworks for a long time. one of our recommendations said it was five. is that where you learned to be able to get a stock to double in a year? >> it was a great run with a great company and even more fun is being part of the next great franchise at idt. >> now, i saw the numbers and i said what are those guys doing? and then i read about that the holy grail, i think, is wireless charging. and it's you, right! that's you. and you're installing it all over the world. >> we're one of the great early leaders in a very cool technology about wireless charging. and if you kind of step back just from the wireless charging

aspect, the thing that's running through all of our product lines and wireless charging's one of three, is the explosive growth in what we call realtime video. so the consumer's ability to source a video or download a realtime video in hd from a smartphone from a gopro camera from you name it it involves a new build out of a whole bunch of different technologies and we're in all three major areas. so the first thing we talk about is wireless charging. most of us are having a hard time getting through the day with our smartphones or what have you, without getting some type of an additional charge. so this technology, which we've been investing in for years, is just barely starting to happen right now. you've seen big names like marriott, like others come out and just start to introduce this technology. and although it's going to take a couple of years to make this technology commonplace, i think it's one of those fundamental growth areas for the next several years and we're very pleased and proud to be part of that. >> i'm one of those guys you always see sitting down

everywhere, because i'm next to an outlet. you tell me there may be a time where i don't have to jam myself on the floor next to an outlet? >> absolutely. for myself running through l.a.x. airport last week there's charging stations starting to appear there. you know for myself having been in this industry for a while, we're not only shipping this wireless charging technology to some of the big names in the industry but it's just now starting to transition from that early adopter phase to the growth phase. i think 20135 is the first year we start to see real legs out of the industry with this. but we have nontraditional applications. we're shipping this stuff into furniture manufacturers and lamps these days. if you think about where this stuff can end up the whole idea is can we make charging become almost invisible, so that wherever you are you can eventually get it. >> that would be so the great. i know martin lutherploourt martha stewart was complaining once, if you could just get someone to fix that and i said it's not my department it is your. you experted analytics on real world social media traffic like the world cup finals which was

the great social media experience that i've ever seen. >> yeah. which is a great segue. so if you look at the -- why do we want more charging and why are we running it through battery life because we have all these cool social apps video, that in fact are getting process bded by the cloud. if you jump to the infrastructure side and wireless communications and data centers, which is where the great majority of our business is today. and while charging is very cool it's also a very small part of our business and it's part of the growth story. but if you jump over to that cloud data center which is fueling a ton of our growth right now, we are leaders in the field of what's called advanced memory interface. and you'll hear words like ddr thrown around and all those are are technical acronyms of using our technology to allow memory to get a couple of accesses to the microprocessors faster than they could otherwise. so if you look at all of the social media, all the apps that are making our smartphones a

cool experience analytics in every way, location all that that requires a lot of hard number crunching is driving the demand for ever-faster and increasing amounts of memory. and we think this, if there is an underappreciated area about the idt story, maybe one of them we think this is a very very long-term secular trend, and we're happy to be right in the middle of it. >> well i'm so glad i had you on. a lot of times, you're trying to figure out who's behind the technology. and i've been recommending skyworks forever. i said wow, i can't believe this idt. this is why they're blowing away the numbers. you've got a great company, sir. greg waters president and ceo of integrated technology devices, idti. congratulations on that amazing quarter. >> thank you, jim. thanks for having us. >> absolutely. guys cheap stock, great balance sheet, tremendous products, right in the sweet spot. i look this company very much. stay with cramer.

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full-time for the "lightning round" on cramer's "mad money." let's start with anthony in new york. >> caller: loved the interview with michael weiss a few weeks ago. what's your thoughts on tg therapeutics? >> i like what weiss had to say. i liked weiss' work. i know he's a financial guy. so what? let's go to paul in pennsylvania. paul? >> caller: boo-yah from pittsburgh, pennsylvania. whiting petroleum. >> if you buy whiting, you're in it just to speculate. the stock is up ten points in no time. i would prefer you to be in eog, if you want to be in an independent, because i also like good earnings. let's go to rob in florida. rob? >> caller: yes, sir! >> hit me. >> caller: amx. >> too uncertain! >> let's go to tom in ohio. tom? tom, speak to me. >> caller: hi, jim. >> what's up? >> caller: this is tom over in sun valley. >> okay.

>> caller: and i wondered why don't you come on out, we'll put you on a snowboard and run you straight down the mountain 3500 vertical feet. >> as long as i make it out alive i'm game. what's cooking? >> caller: gsxk. >> first good quarter! we buy first quarter when there's a 6% yield. good idea! >> caller: this is jimmy from the great state of oklahoma. tell me dr. cramer -- >> that's the way biotechs trade. there was a story which said it didn't have a good enough stoududy. i read the story. the reporters in the street read what they want. i tell you that the story that the drug that they care about is not why i'm in the -- i tell people to be in the stock. i think isis is a buy, but understand it's a big shorted name. let's go to rob in new york. rob? >> caller: hey, cramer! a boo-yah to you! >> thank you, right back. >> caller: all right! look, my company, box, the

symbol is box. >> there's a lot of people who feel like -- i said buy it for the ipo. we got a great trade. it has now come back to a level where i want to buy it again. there, pretty simple! let's go to adam in illinois. adam? >> caller: hi, jim. why is the market sentiment so bearish on i-robot? >> i don't know man. people don't want robots they want this -- well, look, here's what happens. you have a number that's not that great in an environment where things are really skittish, it's just going to keep getting pounded. and that's going to keep getting pounded. let's go to sean in california please. sean? >> caller: boo-yah, from sunny southern california, mr. cramer! >> nice. what's happening? >> caller: first off, i want to thank you for everything you do for the individual investor and i can't reiterate enough what a funny and entertaining guy you are. >> thank you! >> caller: the stock i'm calling about is dorvo. >> that's great.

let's go to chance in california. >> caller: thank you for taking my call. gncr. >> the stock is down 40 straight points. this was a horrible quarter. i mean i got to tell you, i was kind of blown away by how bad it was. i would have preannounced it let us know ahead of time exactly how bad things were. they really botched the launch. it was a terrible quarter. a jobe-like quarter. it was embarrassing. that said they can redo their game plan. they can do better than that and they know that. that was a really bad quarter. i still like the stock down here because it's fallen so much, but that was the worst quarter of 2015. larry in indiana, larry? >> caller: baa baa baa boo-yah, jim from southern indiana. how are you? >> nice what's up? >> caller: i picked up barry plastic, ticker symbol bery shortly after it became public, but with the recent run-ups, should i take some off the table? >> you had a good run. it is a good company, but i

wouldn't mind getting some, since it's going so high. how about david in new york? >> caller: yes. >> go ahead. >> caller: yes, yes. >> caller: this is david in new york. >> okay. >> caller: thanks for everything. >> hi. >> caller: boo-yah! what do you think of jetblue? >> it's fine. fuel ain't going up real big anytime soon. and that ladies and gentlemen, is the conclusion of the "lightning round"! >> announcer: the "lightning round" is sponsored by td ameritrade.

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has 2014's hideous bear market and agriculture finally run its course? i've been wondering about that ever since agco, third largest distributor of tractors and combines, shot the lights out. last year they got taken to the wood shed as declining crop prices did a real number on their business. but after this latest quarter, it's looking like the house of pain is a thing of the past. maybe the future holds a house of pleasure. considering, it earned a buck 18 per share when wall street was only looking for 65 cents. that's a 52-cent gigantic beat. and even though the company's revenues fell by 13%, they nevertheless came in higher than expected. and management reaffirmed its full-year guidance for 2015.

even though agricultural commodity prices are still weak, agco is cutting costs. plus they announced a fantastic 9% dividend boost. this kind of dividend hike is a powerful sign of confidence for management. and back in december, agco announced a new $500 million buyback, equal to 11% of the company's market cap, it's clear these guys their stock is way too cheap. let's take a closer look with martin, the chairman, president, and ceo of agco. welcome back to "mad money." >> jim, thank you very much for having me again. >> of course. now, martin, i've got to tell you, many of the companies that have been reporting, whose looking at the world, say the oil companies, and seeing it as negative, they're walking away from their buybacks. they're suspending they're cutting them back. you actually lay out a kind of a negative scenario and you're accelerating your buyback and giving a bigger dividend. what do you see the that is happening that justifies that?

>> actually as you mentioned, i think we are cheap, and that's the reason why a buyback is a good strategy so i think it's basically paying or returning money to our shareholders. >> but you're cheap only in the terms of your conference call over the long-term, the number of people being born the need to feed people. the short-term in your presentation, most of your numbers are minus signs in your different regions. >> yes, that's it. we have quite some advent globally. you can imagine ukraine and russia are not doing very well. we have negative side effects from sanctions in some of the european markets, like poland the netherlands, germany, and so on. we have problems in -- as you can imagine, greece spain, italy. so not related specifically to our business, but nothing we can influence so much. the u-haul is another problem. brazil not doing so well argentina. so actually the only country

which seems to be more stable right now are the u.s. but also here, from conservatives regarding their investments. >> i can argue, as a contrary that you're buying back stock aggressively, because this has got to be one of the more darkest before dawn moments in any cycle. >> yes, i think, let's say, when you think about the long-term logics and the fundamentals food production still is extremely important, and therefore, i think we will -- we will come back soon. >> all right. one of the things i thought was -- you've always run a lean ship sir. and yet you still found more costs to take out. is this it? are there really more costs to take out? you've really kind of wrenched everything out of this company? >> well actually we tried to be better and we tried to more productive and efficient, more or less, every day. that's the culture of our company. and then we of course also invested in some of our sites, like in the feint, german

factory, where the product improvements actually helped us to go down from two shifts, almost three-shift operations in some areas to just a one-shift operation with the same capacity. and so that means, i think we have still great ideas, how to improve or to reduce our costs, also in the future. >> martin given the sensitive nature of the agriculture business to every single country that you're involved in and sometimes the farmers are very powerful, are there regions, particularly in europe, where you think there could be some green shoots that things could be getting better, but we americans are just not seeing it yet? >> yeah i think the uk scandinavia, some parts of the eastern countries, like the baltic states and then of course we invest quite some money or did invest quite some money, mainly in engineering and manpower in africa and we see that going. so last year we had basically

three areas of growth. one was our gsi business which is grain storage and handling. the second one was our african business, mainly tractors and smaller combines and the third one was parts. our parts business is doing well, because different from construction even when farmers are careful with investments, they still use their equipment, because they still farm and they need parts and the older the products get, the more parts they need. >> one thing i thought that would help is i figured someone would go by the wayside. but in your conference in the analyst meeting, you basically is a, no the only players. left are well capitalized. you can't the last guy standing. how do you win in that situation? >> well actually i think you need to focus on engineering. you need to come in with very intelligent solutions and you somewhat have to create demand. this is very important.

and i think that is where we have huge opportunities in south america, where the ferguson product will come in with higher horsepower product, which is i think, a way how to create demand. and then of course in some of the markets, we go for market share. >> well, martin very few people believe in their stock and their company, really as -- you have tremendous conviction. let's put it that way. and i think that you know your business better than i do. i want to thank you for coming on the show. martin agco's chairman and ceo. great to see you, sir. >> thank you so much. >> what can i say? a guy who buys that much stock and gives you dividends boosts when it sounds like things aren't so hot, who knows how good the situation will be when things get better. stick with cramer. providing technology to get more detail... ♪ ♪ detect hidden threats... ♪ ♪ see the whole picture... ♪ ♪ process critical information

and put it in the hands of our defenders. reaching constantly evolving threats before they reach us. that's the value of performance. northrop grumman.

twitter is flying in after-hours trading. do not miss carl quintanilla's interview with ceo dick costalo tomorrow morning on "squawk on the street." and she's a cash-strapped woman plotting to murder her ex-husband for a $2 million payday. it's the most explosive case of "american greed" ever tonight at 10:00 p.m. and 1:00 a.m. on cnbc. it was a great day today, but i want to start circling back to the companies that were left for dead because they do so much business in europe. i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money." i'm jim cramer. see you tomorrow!

>> narrator: in this episode of "american greed"... one crafty con man makes some serious green in green energy. rodney hailey exploits a government program promoting biofuels. >> i think mr. hailey was surprised at how easy it was to make an extraordinary amount of money by doing essentially nothing. >> narrator: after selling fake energy credits, hailey takes spending into overdrive. >> on 6/1/2010, he gets a deposit from conoco phillips for rins he sells, for $231,000. the next week he buys a lamborghini for $230,000. >> narrator: it's a wild shopping spree backed by stolen millions. >> the obvious question comes up when you see all these cars pulling in your neighborhood. it's like, "what's this guy doing?"