an overweight. >> giddyap! >> i'm melissa lee, thanks so much for watching. see you back here tomorrow at 5:00 for more "fast money," although i'm going to be on vacation. "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 to make a little money. my job is to educate and teach you, especially on days like today. call me at -800-743-cnbc or tweet me @jim cramer. after the market's hideous performance this week let me remind you comebacks from deep sell-offs don't just happen. they need to be crafted. sometimes it takes a village to

turn things around. after three straight days the market once again opened down big. nearly 140 points before the averages rebounded. dow declining 40 points. nasdaq dropping 2.7 and the s&p dropping 4.9. i call it a victory for the bulls. how did the rebound happen? first we have pieces of positive economic data to help the bullish costs. one of the main reasons we have been hammered has to do with very pumped data involving our economy. soft durable goods numbers were a bummer. so-so housing starts. weak aggregate retail sales and the drum beet of negativity that's continuing to come out of china which can't seem to

deliver the growth it used to. but this morning we have positive data from europe of all places. i'm talking about the european loan numbers. this matters. it shows growth in borrowing for the first time in ages. you can't get an economy going until lenders extend credit and take a chance with it. that's what happened in europe. any sign that things are getting better might mean european central bank will stop the devaluing of the euro which makes it difficult for our companies to compete across the atlantic. something positive out of europe seemed to help. it wasn't all europe. we have good news at home too. i think hiring in this country might be slipping. i didn't feel that em boldened by payche x when the ceo said hiring has levelled off of late. this morning we got a weekly jobless claims number. seemed to be lost in the shuffle of the bad news.

this time saudi fears about taking over yemen. the uncertainty is driving up the price of oil but not enough to make you believe crude is headed sky high. oil went just high today to make it so more oil companies can issue equity to refinance, thereby staving off the grim bankruptcy reaper which this market views as positivement more later in the show. once we dispensed with the macro numbers it's about earnings. from an earnings perspective today started gloomy. hideous announcement. the third in a row from sani can, the flash memory maker. i would like to point out i have been a serial basher of sandisk and the analysts who continually recommend it. just blasting the heck out of then. i have been pounding the table saying the company is moving big

competitors like apple which head p it ridiculous for the analysts to fawn over it. stock down 18% to 18.5%. should not be a surprise to anybody who watches "mad money" since the company did the same thing two months ago and the stock got clobbered. initially a couple of these analyst accolades blamed the industry of oh semiconductors and tech something easily done. yesterday taiwan semi a cell phone chip maker had negative things to say about inventories so the group fell yesterday. however, by mid-morning the emerging con century sus was sandisk was the only one that did terribly. even the stock's most faithful followers recognized that the problems here are with sandisk itself, not the customers which allowed the most important stock, apple to trade higher. we'll have solutions later on. their view of the situation, so much for the negative s. how about positives. do you know what got them to

come alive with pleasure? two companies with stupendous earnings. red hat and accenture. they don't talk to anybody. red hat enabled many enterprises to embrace the cloud, save money versus keeping a hardware and software storage base on the premises while being enslaved to a supplier. my charitable trust bought shares from red hat after the ceo came on this show after the last quarter. i have never seen him as pumped as he was then. i tell you to watch the ceo interviews to pick up on things. whitehurst made it clear the last quarter was the beginning of a series of breakout quarters. nevertheless the stock got slammed the last couple of weeks. nay sayers some took it to a sell and things got ugly this red hatville. right up until last night. the company reported and it became obvious white hurst was right to be pumped.

hence why the stock over ran 10% helped by a huge buyback. same thing with accenture. a gigantic consulting company with european exposure failed to disappoint and that's the phrase. it beat the numbers sending the big cap stock rocketing theerly 7%. both were short squeezes. the moves that embolden investors on the sidelines to come in and do buying while chastenning the short sellerers who have been coining money until they got crushed. speaking of coining money, many shorts have made a career out of bashing lululemon. this morning lulu bashed them with a better than expect ed quarter and a forecast that excluding the weather and the west coast port slowdown is pretty darn strong. so many people told me i was wrong for liking lulu in the last 24 hours including a half dozen certified unfocused chowder heads on twitter who pressed their short bets when the stock was trading down. at first i begged them to wait

for the company to explain numbers on thenen cofrens call. you know how i feel about it. they stayed negative and kept chastising me. they unmuted me. they were subsequently carpet bombed when the company told a good story. we needed more good news to keep things going. kraft rallied yesterday. reaction to the terrific hines merger. we got more positives in the terms of facebook my kids will have to explain to me. then there is a twitter story which says that company has surpassed yahoo! as a media outlootout outlet for advertising. some of the banks acted okay. you are never out of the woods in 2015. no, no. keeps butting you right back in. i'm an old fashioned fellow. i would like to see the transports rally. that hasn't happened at all. union pacific, they got hit with a downgrade today. sent the stock really. i'm nervous about the airlines for a variety of reasons

including weaker traffic in march. because of what feels like a slower travel environment. the biotechs got hammered. they had an anemic rally mostly because of sel aregene and gilead. i don't trust the group. i think we saw what amounted to a panic low. we may need to revisit it. and the generals going over the top during the week which i said was a bad sign they were hideous today. amazon netflix and tesla. these aren't the leaderers we want. remember how i feel about tesla. love thor car, not the stock. bottom line. the central question today wasn't why didn't we rally big. it was wie did we sell off more. the answer because there was enough good news for the market to stop being ugly even as there was enough bad news to keep a little things every time the averages tried to break into the black. i'm starting with david in michigan. david. >> caller: boo-yah, cramer from

michigan, a nice place to be from in the winter. >> we are rooting for michigan state here. >> caller: good for you. >> now that one of the wildcats got knocked out. what's up? >> caller: i just finished your book "stay mad for life." with oil being down and the forecast of it staying down or possibly going lower at least in the short term is it a good time to buy gold? >> you know gold is a function of a lot of craziness here. i'm going to defer to the ceo of rangold who said you will see a lot of gold miners go bust. yes, i'm actually attracted to gold. i'm attracted to rangold and gld. that is a contrary call. i think i'm the only one making it. tim in florida. tim. >> caller: hello, jim. thanks for taking my call. >> hi, tim. >> caller: i was curious what you thought of sysco stocks.

>> it's important the deal be done. they can jack up the prices. that would be very anti-competitive. it would do well for them if they were able to get that like don't want to give big signals to washington. that's a vital deal. the restaurants are doing better. sysco, the group is competitive. it's a great company. i like syy. let's go to my home state. jeff in new jersey. jeff! >> caller: boo-yah mr. cramer from new jersey. >> get out of town man! what street? never mind. don't do that. get you in trouble. forget it. summit. go ahead. >> caller: my question is about rite-aid. what's your opinion? >> rite-aid? i'm thinking that acquisition with the pharmacy benefit manager was super. i like the chart. i'm usually not a charter. at $8 the stock is a buy. i have to tell you, many my personal rite-aid man, they know me in the pharmacy.

they've got my picture on the wall. sure there was plenty of bad news but there was also good news enough to allow us not to sell off more than we did. tonight we have ugly action in sandisk. i'm talking to a major supplier to apple's iphone to see if there are opportunities created n. the oil market it's in flux. find out how the new dynamics are impacting your money and why warren buffett's kraft buy isn't the only interesting thing happening in the grocery stores. i say stick with cramer! >> don't miss a second of "mad money". follow@jim cramer on twitter. have a question, tweet cramer _#madtweets. send jim an e-mail to "mad money"@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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the hideous guidance this morning from sandisk, a stock i have been telling you to avoid for months caused the semi conductor space to get slammed today on top of yesterday. this could give you a buying opportunity in companies with nothing to do with their weakness like skyworks solutions which makes high performance radio frequency and analog semi conductors for smartphones, cars, wireless networking and industrial medical and military applications in particular they make amplifierers for cell phones. some analysts say it's about five buck this is the iphone 6. this company reported a phenomenal quarter at the end of january. the stock pulled back as part of the broader sell-off. skyworks has been a huge long term winner for us. the stock gave us an 800% gain since i recommended it this july of 2009. it's up 24 #% since the ceo came

on less than four years ago. it's got more room toen run here. let's check in with the chairman and ceo of oh skyworks to hearer more about where the company is headed. welcome back to "mad money." good to see you, david. skr have a seat. everyone was talking and i thought i won't do that. i go through your website. you're talking about a $70 billion number. that's the number we should focus on. that's what long term investments should do. >> that's the internet of things. all the devices around the world that will somehow be changing our lives perhaps by connecting through the internet to some device which may be the screen on your automobile. it may be your laptop probably your shortphone. >> it seems like it dropped in your lap. you probably have semi conductors that you thought maybe they would never really matter. now connected car, you are using a 67% growth rate connected car. auto. 39 -- auto is 39. connected home is 67.

are you in the thermostats we looked at with honeywell? are you in the different infotainment devices in the cars? >> the short answer is yes. it's all connectivity whether it's wifi, 3 g or 4 g cellular. you have a previously wired device or perhaps something never wired. the idea is the technology has become affordable. people are used to it. comfortable with it. it's more secure. we are in johnson controls nest thermostats, the grid. >> that's the googlele. >> thank you. we are in the grid devices you may use for gaming consoles or routers. the whole network around the home or in the automobile is opportunities for us to just leverage the connectivity into all of the beautiful vertical markets, high growth markets. >> what i loved in your website and it's fantastic. you have blood sugar you're doing. you're doing stuff that's health-related, biomedical. >> right.

>> if i one day am going to get the great watch to monitor my blood pressure it will have a skyworks chip? >> i think it will have a skyworks chip and a read. it's most likely in the embedded device you could wear on your belt. the idea is it's delivering data. monitoring, sensing, processing the data. it's connect to something. maybe a display in the hospital room. perhaps to your phone. >> there is also so many things going. you're talking about 4g lte router content, everything going much higher. you're doing things where your growth, 21%. the profits are growing faster than that. then you say it is still early stage global deployment. >> well i think in the case of lte, if you look at china, for example. maybe 90 million devices. this year 250 to 300. >> you're in these? >> we are in these. >> chinese white box. >> or the foreign brands that are selling directly to china. >> ok . >> the content for us in 2 g we

were just transmitting receiving over frequencies. today we are in the disthe play in the wifi connectivity piece. there are so many bands and so much complexity that host of the customers are looking for somebody who can put it all together, lay it out on the pc prksp b. >> it's true when you started talking with me you were in one or two oems. now in every major cell phone. really. >> i think we are in every -- we have some level of content in everybody. >> you used to be some commodity. as we go along it's more proprietary so you can't be ripped out for another company. >> no. it's tough. mostly customized. >> one thing is they used to pit you against them. >> the customers were with radio experts. think about it. they were buying a relatively low level of complexity. today because we have acquired companies, done organic growth

we are we able to put the building blocks together. we are talking about dozens of bands, trying to co-exist with wifi competing for frequency. making -- raising havoc with the frequency s within the phone. somebody can shield it solve it. make it operate in an fesht manner. if we can do it better we add value to our customers. it's sticky. >> there are new ones you have. things you think will come up. i saw aerospace. connected? >> it could be. if you think about it go back 15 years ago, all of this technology was developed by high frequency communications. could be radars. >> all military. >> that's where we all cut our teeth. >> massachusetts is more military than it was. >> my first job. we still do that. correct. >> on your website you talk listen, it will be netflix, facebook google, e baibay. you use the phrase "follow the money."

what do you mean? >> we love the term. today if you were to look at -- listen to the earnings report from the successful companies they are all talking about mobile ad revenue. talking about streaming over mobile devices. facebook and other -- >> that's you in every one of these. >> the beauty is the money trail ends at having a reliable pipe with a device that can stream. always connected. we try to be in the front of that. >> one thing is there were companies we didn't think of. we see nxpi. smart guys. we are seeing our friends at cypress. everyone is merging. do you have to merge? >>well, we bought companies. we created this company through acquisition. required connection. >> that's right. cnxt. >> we closed a filter. >> with panasonic. >> we are selective. we'll do acquisitions. we have growth ahead.

>> corvo was with put together to stop you. >> i love consolidation. what you have is excess capacity taken out of the system. you get more rational competitors who want to make money. >> okay. >> i think it's come down to a very few competitors who can do the system or oh yented side of the business. that's where our customers are going. >> you saw it coming. you really did. i i remember when the stock was down and out. everything was so -- just looked like nothing could come of it. you made the best one with of the whole group. you really did. >> thank you. >> fantastic work. the stock is down because of this other craziness. the chairman and ceo of skyworks solutions. after the break i will try to make you more money. >> announcer: coming up seismic shift. this ain't your father's energy market. turmoil and thunewly tapped reserves changed the game. tim pact of the move could have unseen consequences. cramer's got the scoop next.

oil sure ain't like it used to be. there was a time when a whiff of unrest in the middle east could send petroleum skyrocketing. we have seen crude spike from arab embargoes, unrest in libya, war hs in iraq turmoil in iran. until now we have never seen saudi arabia actually be

threatened from the outside by a bordering nation. we haven't seen the possibility of yemeni rebels planning to attack saudi arabia and we have never seen our ties with saudi arabia be as tenuous as they are now much to the chagrin of a regime that produces 10 million barrels a day. they can influence the price of crude more than any country on earth. this is all the rally today. all the rally they can muster up just a meager couple of oh bucks on the news that the saudis will defend themselves prs a possible attack by insurgents base ed in yemen. i mean they had to put together a coalition to stop them. you mean the price of crude could go over $50. certainly half of where it was less than a year ago. even though saudi arabia is this a pincher. welcome to the new world of oil where the united states will produce more petroleum this quarter than any time. hardly a day goes by where some

hapless oil company that believed oil was going well north doesn't issue stock to stay afloat. whiting petroleum floated 35 million shares a gigantic delusion to keep paying the bills. we have had a couple dozen oil companies all struggling to pay with refinanced debt and equity. almost every oil company in the country is high grading meaning they are cherry picking the best properties, not exploring much which is why the count has been cut in half. the main thing to know about the oil patch is every time crude gets a lift of of what's happening in yemen all the companies are selling crude in the futures market. they are offering oil at a price that's often slightly above their own break even. just so they can keep the lights on. in other words, u.s. supply keeps over well. ing worldwide demand even in the face of what's happening in yemen which shares a long border with saudi arabia. people think with all the oil we are pumping our country is

energy self-sufficient. that's untrue. we are still importing 7 million barrels a day. roughly 1 million of them coming from saudi arabia. we take their oil because of long-term contracts the saudis have with refineries and our refinery ares love the consistency of crude and the consistent nature of the relationship. if the saudi kingdom were to topple i have no idea how high oil would go. we have to understand it's not only our countries producers who are trying to raise cash by pumping heavily. so are producerers in mexico, canada nigeria. all which are desperate to provide crude to our market because they need cash. what's the bottom line? when oil rallies off political turmoil providing it doesn't lead to the over through a of the monarchy buyers will be met with sellers from america. until europe's economy gets stronger and starts taking more oil. until china's growth stops decelerating, oil will be hard-pressed to explode higher unlike what it used to in these things. doesn't mean the stocks of some

high quality oil companies already reflect this dynamic and quite tempting but you need to keep the price stability scenario in your head the next time political instability reigns causing the stock futures to go down huge like they were this morning. and the oil futures to roar higher. like today, might be an opportunity to take the other side of the trade. ryan? >> caller: thanks for your time. >> not a problem. >> caller: assuming the middle east conflict doesn't blew up and brent and wti stabilize between 60 and 70 per barrel over the next few years will a big multi-purpose oil like exxon appreciate more than if i weres that focus solly on upstream or -- >> though, no. it won't. eog will be better. you will get growth. you will get conaco doing better with yield. exxon would not be the choicement john in pennsylvania, please. john. >> caller: hey, jim. how are you today?

>> all right. how about you? >> caller: doing well with. hey, question for you. aerospace market's very good right now. oil and gas very cold. minus the geo politics where do you think this would lead pcp? >> you know, i have high graded by own selections when it comes to aerospacement we are boeing people here. jim mcnerney fans and boeing people. that's what we are buyers of not the parts. after alcoa reports we'll take a hard look if they are still at 12. right now it's b & a. oil patterns are changing. let me give you advice. when you see stock futures down huge like they were this morning and oil futures up big, get on the right side of of the trade. still ahead on "mad money," why the company connecting your cell phone to the system isn't getting the roadside bomb respect it deserves -- respect it deserves on wall street. i have a company that can help. get ready for my take on stock after stock because it's the

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smart home connected car. one of the strongest stories out there. typically when we talk about the rise of oh connectivity we think of tech stocks. i have a smarter way to play it. let's talk wireless tower stocks. think about it. many a world where sprint and t-mobile are viciously competing on quality to get you to leave the big boys verizon, at&t. these companies desperately need their infrastructure onto additional towers so they can give you decent coverage to a much larger swath of the country. they don't cover the country like verizon and at&t do. plus there are more phones tablets and cars consuming ever increasing amount of wireless bandwidth worldwide. we need more towers and antennae to handle the traffic. the latest smartphones withal ultra fast downloads, these require a huge amount of

infrastructure. including towers certainly more than the slowerer 3g phones of a few years ago. we are headed to a world where eventually everyone can watch netfelix in high definition on their phones viral khally anywhere at any time. that's a bullish world for companies in the tower business. right now it's a slap happy oligopaly. they control the bulk of the market thanks to a wave of consolidation. my favorite in the group now because i have rotated at times. it's american tower, apt. the largest of the tower companies and the one that's made a series of smart acquisitions. just over the past few months. they haven't been getting credit. it's the rodney dangerfield stock after being loved. it doesn't get respect. it's slightly down for the year. in part because it did a gigantic secondary offering in order to pay for the take over binge. mostly because of overseas expo sure and american companies that

do business internationally have been punished thanks to the strong dollar and a belief that it's best to be domestic. before i get too far into the specifics of american tower let me explain why i like the entire wireless tower industry in general. truth be told i have been behind the story for years. back in september of 2009 stock was in the low 30sment since the beginning of the month it's given you more than a 200% return with the reinvested dividends, better than the rush includeing return that is the s&p gave you. how come i continue to like the tower stocks? for starters a company like american tower has a fantastic business modelment when you hear this, you will want to be working at this company. once you build a tower you can rent space to multiple different wireless providers, not just one. the towers can hold anywhere from 9 to 12 different wireless antennas or antennae for the grammar sticklers. it's almost pure profit. margins are roughly 90%, the

highest of any business i deal withment with people using more wireless devices, increasingly using more bandwidth, uh you better believe they need more antenna space while verizon billed out its footprint in the country are, sprint and t-mobile two very rich companies, need to expand their coverage quickly. the best way to do it is to rent more tower space. both companies are tremendously aggressive, run by hard-charging guys. i'm beginning to believe joj ledger would come to your house. just put up a pink flag. he'll try to give you a contract. on top of it the wireless tower business is incredibly consistent. a company like american tower will lock in customers, typically for five to ten years. annual price increases of 3 to 5% built into the deal. barriers to entry are enormous here. on rayer tors like american tower have a huge moat.

no land owner wants a wireless tower going up near their property. this is a nimby story -- not in my backyard. so companies like american tower with tens of thousands are protected against any new competition. what a blessing. how about the specifics of american tower which converted into a real estate investment trust in 2012. i wanted to reck hend this stock basically because lately american tower made a series of monster acquisitions and they will give them earnings and really kind of high quality earnings for years to cop. back on february 5 we learned american tower is snapping up the rights of verizon's portfolio of 1 11,500 wireless towers. 2013 the second largest player in the space bought at&t's towers. verizon was really the last big u.s. deal to be had and american tower snapped it up. the big companies want to reduce debt. verizon did that big thing with verizon wireless.

as part of the transaction verizon will lease backspace on the towers at least ten years. a cost of # 1,900 dollars per site per month. they can sell to other carriers as well not just verizon. meanwhile american tower has been expanding over seas. back in november we learned the company is buying 6,480 companies in brazil which brings the brazilian presence up to 18,000 towers. i know you're thinking brazil's economy is a mess so why embrace so much business there. here's the thing. the wireless tower opportunity in developing countries like brazil is enormous. many countries are leapfrogging traditional land line infrastructure. going crazy for wireless. brazil has a favorable regulatory environment for wireless towers. its cell phone infrastructure market is growing like a weed. are brazil had 70,000 towers. that could double or triple rapidly growing customer base demands better numbers. why pass up the great

opportunity? amt picked up 4800 towers in jie jeer i can't from air tell in november. that was 1.05 billion. yes, anyway jeer i can'tnigeria. they can leapfrog to the latest mobile technologies in order to catch up with a developer and the opportunities are enormous in nigeria. amt has the cash to do deals. they have been a disciplined acquirer and the latest came in better than expected. american tower signing up lots of new business but the guidance was conservative. still american tower has a history of oh giving conservative guidance and beating the numbers which is exactly what the company did last year. with the stock trading 17 times next year's earnings estimates and more than 10 points off the 52 week high there was a big short rate against the stock. i'm saying american tower right here could be a steal. bottom line if sprint and t-mobile will keep competing for wireless subscriberers which we know they are, if the

connectivity revolution continues which we know it is, it all needs infrastructure. perhaps the most important piece of wireless infrastructure now, the towers. that's why i'm a fan of american tower at these levels. you usually don't get these opportunities at high quality companies that have done additive acquisitions. start here leg into this one. it ooh ace wild trader. as it fits into the mobile social cloud and connectivity quartet that now defines one of the best growth stories out there this the wholer world. stay with cramer.

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be better cards than this. [ male announcer ] there's a better way with creditcards.com. compare hundreds of cards from all the major banks to find the one that's right for you. it's simple. search, compare, and apply at creditcards.com. first round's on me. >> announcer: lightning round is sponsored by td ameritrade. . >> it is time. are you ready ski-daddy? we'll start with mike in illinois. mike, mike mike. >> caller: boo-yah jimmy. mike in chicago here. >> what's going on man. >> caller: dynovex. >> allergy, it's up and we are

not recommending the biotechs up this much. they have to come down. celgene has to be up for three days before i recommend these guys. kenny in pennsylvania. >> caller: hey, jim. boo-yah from philadelphia. >> yeah man! good to have you on the show. >> caller: i was looking through my portfolio and noticed a gap. i have nothing in hospitality. is that something to invest in? specifically what about hyatt? >> no, no. if you go hotels go to marriott. they are putting up great numbers. skip hyatt. alu in illinois. >> caller: professor cramer! good evening. >> good evening. >> caller: okay. so my ticker symbol is kerx. >> renal cell therapy is too speculative. not as hot as others we have had. i can't -- kerx can't stabilize until we have the big guys stabilizing. we are only in day one with of zablzation. jake in ohio. jake. >> caller: big boo-yah from

cincinnati. >> wow cincinnati. don't get many calls from cincinnati. >> caller: just want you to know, a lot of respect for you. the only man willing to go on tv and give his opinion on any stock at any time. >> i am the only guy who does that. thank you for noticing. it's not easy. >> caller: no problem. hall burton i own it. thinking about selling -- >> no no. this is the level -- please do not do that. we are finally getting to levels where i think the worst is priced into p halliburton. you can go down 10% here and buy more. the stock is down way too much. it's a high quality company. the quarter will be ugly. but it's a high quality company. cynthia in massachusetts. >> caller: hi jim. i was wondering about himax. >> you have to be in a skyworks. be in the highest quality when you have these sell-offs. that's where you are going.

skyworks. let's go to texas for morrow. [ beat boxing ] >> caller: boo-yah! first time caller, mr. kram arer. what do you think about sysco technology snm technology? >> i like sysco. i was telling jack warner of my charity trust if it goes down more guess what? buy more for the trust. i like it here. let's go to brian in california. >> caller: hey mr. jim cramer brian from monterrey, california. >> okay. >> caller: this inno va tif company has seen tremendous growth but after a 40% gain i have taken my initial investment off the table. i'm worried about long term barriers to entries with grub hub. >> you should worry. this is something my family loves. i think up here you think the world of grub hub the product, not the stock. you're making a wise move.

twyla in kentucky. >> caller: hey, jim. how you doing? >> not bad with. how about you? >> caller: i'm doing well. first off let me send out a big university of kentucky wildcats go big blue boo-yah. [ cheers and applause ] >> all right. >> caller: what i have noticed this week is i have seen that go pro has gone against the marketment it's had a 7% gain. >> right. been a couple of positive research notes saying basically the worst is over. i think gopro is a one and done. i liked the eco-system but that was last year's trade. that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade.

we know the retailers have been slammed this week after a phenomenal run. how about a real estate investment trust that owns a particular kind of retail property. let me introduce you to bricksmore property group, brx, the largest wholly owned grocery shopping center real estate investment trust many the u.s. they have 521 shopping centers across the country, 71% are anner kored by a grocery store tenant. what do i mean by anchored? no doubt you have seen it. think of a shopping center with a big supermarket like kroger a & p, walmart and smaller stores built around that supermarket. basically they will take a shopping center, bring in a high

quality grocery store to upgrade the other tenants. they like the business because supermarkets are the one part of retail that's immunized against e-commerce. most of the tenants can't beat amazon. the latest quarter was solid. now blackstone still owns a majority of the company but thereby a bunch of secondaries. they just priced 22.5 million shares or $26.38 this week. you know, they can still be unloading position. they have done it shrewdly. does the stock make sense at these levels? let's take a look with the ce o of bricksmore property. learn more about his company and process. welcome to "mad money." >> thank you, jim. >> i have to tell you when i looked at it i was going over it with my research soesassociate. 93% e-commerce defensive customers. isn't that what you need now in your business? >> it is.

you mentioned the grocery anchor. we love that. it's noncyclical, consistent traffic flow. there is not an internet model that's figured it out. >> at the same time no one seems to be building what you own. >> it's the beauty of the business. we have a great tail wind. there is no new supply no new construction. we have gone from an industry that used to deliver 200 million square feet of shopping center space a year in the fourth quarter it was less than 2 million square feet of shopping center space delivered giving us real pricing power. >> how is it. is it because banks are tight, because there is a couple of -- you actually have shown how you have had to upgrade for weaker tenants. we are a growing country. >> lending is part of it. lending is a beg part of it. just retailer demand now because they are investing into an online platform. it's just to us cussed on core stores and trying to make stores better. so it's been a nice environment

for us to continue to upgrade and operate our business with. >> one of the things i love is a lot of retailers we recommend routinely on the show because we know they can't beat amazon you have a relationship with ross our favorite apparel, with you will that our favorite cosmetics. they are great tenants. >> great. we are ty maxx's. off price doesn't work on the internet. they don't have 10,000 shirts in every size. it's a different model. >> at the same time it seems walmart's neighborhood stores might be right for you. >> we have been doing a lot of business with them. they have been rolling out. that's giving us a great opportunity to upgrade. >> that could be great for you. >> absolutely. we started in california. we have done them in denver charlotte, all across the country. it's great. >> traditionally when we have real estate investment trusts able to do what you do and you have space that you can lease at higher prices, we ex expect to try to have good distributions every year. >> yes. >> that's been your philosophy.

>> last year we increased the dividend 12.5%. that's a big component of the business. roughly we paid over a dollar since becoming public 18 months ago. you add it into a $6 appreciation of stock price. it's a nice total return. >> terrific. people will be listening and say, wait a second jim. kmart isn't a good one. office depot, best buy and -- well, best buy better than the others. you've got the formula for those companies. >> that's a great story. those are leases that were made 15 years ago. below market rents. >> right. we are increasing rents rapidly. we had 14 straight quarters of revenue increase s in the company. just thinking about the last quarter as an example we went from new leases signed versus prior 41% higher than what the prior lease was on a new lease. >> it seems like by far in your particular segment. >> we have the best runway in the space.

we have a good stable of below market leases. we are in a rising rent environment and we have a good format in the grocery anchored format allowing good pricing pressure to raise rents. >> david faber asked me this. he said if you see take over consolidation in the industry and whether retail is robust enough to support growth in the country. >> i think it is. there will be consolidation. retail is very dynamic. we are wr supply is in check that's the key that there is not a lot of new supply online. we can absorb and in our space there are always new uses created. think of the quick service restaurants out there. >> you have a will the of them. chipotle. >> burgerers. >> and petco which won't beat amazon. you have all the companies we focus on all the ones we won't talk about because if they are going to beat amazon. it's the dis-rupp are tif force and you are the answer. >> absolutely. think about our business. it's necessity, food value, discount.

those are items that are very defensive. >> it's a great formula. i hope you like the story. mike carol, ce o of bricksmore property. i wasn't familiar with the company. a lot of great documents to learn from. stick with cramer. and a gentle wavelike motion... ahhh- ahhhhhh. liberate your spine... ahhh-ahhhhhh......aflac! and reach, toes blossoming... not that great at yoga. yeah, but when i slipped a disk he paid my claim in just one day. ahh! so he had your back? yep. in just one day, we approve and pay. one day pay, only from aflac. [duck snoring]

♪ help join a continent with nearly 3 million rugged square miles with a single broadband connection. when emerson takes up the challenge it's never been done before simply becomes consider it solved. emerson. i like to say there is always a bull market somewhere. i promise to try to find out for you on "mad money." i'm jim cramer. see you tomorrow!

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