to see you. i haven't seen the new digs. >> nice. >> look behind you. >> beautiful. >> two times normal volume reversed. it's somet held the 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 you money. my job is not just to entertain but to teach and educate. call me at 1-800-743-cnbc or tweet me @jimcramer. two streams of money are pouring into this market to take stocks up substantially, despite all

sorts of worries we deal with every day. these two streams, the news and analysis stream and asset allocation stream were behind today's rally with the dow rocketing 260 points. nashville predators gain nasdaq gaining 1.15%. let's start with the news and analysis gain. just start all the positive story lines that help prop pel stocks out of reach. first a bizarre merger of health care -- hyperon --

investors want the new model of good size prop priet airy drugs so stock soared 18%. could become a miniutei version of favor fave activeistactivist. next the largest generic teba -- uaspex phase three status going to be good to wait. here aets problem, the fact that teva managed to squeak out a gain after an initial down draft once again shows the drug

value -- i am shocked that this take over target came quick as it did. shareholders can't be. rite-aid could be a power house. please stick with rite-aid but on an earnings basis. everything rallies. distress groups is going to be too big to acquire. old management wall green sold old business new management realizes it is wrong. want to put the company back on the playing field with cvs and rite-aid. maybe they should have bought at

march in. should have. let's put it up. we know we're getting pin action gal or on top of last week where the group was so horrible. we were be-c.j.ed by sellers in stock that's we were overwhelm manied bring buyers. this morning bark lays upgraded an log devices on the news it has good exposure to apple's iphone. the stock is up 10%. i say go by sky works. that's exactly what people did. what is good for sky works always perceived for good as korveo, and avago and they all rally too. there goes the big semi's again. and apple went up huge. hmm i see a pattern.

after retailer -- guided down last week while guiding up lower term projections. this is incredibly important. i don't know who can look through a valley of a forecast cut and think about promptis land. that's what is happening with this company -- ceo is winning, it's impressive. present stock fell to $87 in after hours trading now at $99. how about nike upgrade from bear moved the stock up from last quarter. it sunusual to see that kind of stock rebound especially from bear. it is just a good excuse to buy nike. and that is one that really got to me. prolonged absence of impact by barns suddenly put j.p. morgan on the rj cover and guns the stock. how cool is that.

can't send up jpl if you don't take the rest the group. i think the bank rally unlike the tech rally, the bank rally will be short lived. fantastic while it last. then netflix news that general council of microsoft is joining its board of directors. for years i have said microsoft should start buying up netflix, i think is a positive sign for the stock taking the world by storm. will microsoft acquire them yes if they want to the see stock go higher. most likely. this market is willing to zrap late war impact on earnings. -- this coalition is no longer counting on the u.s. we are throwing in our lot with

iran. these rich countries with the exception of eeg up the will have to arm themselves. this is part of new orderers like our defensive coordinator contractors are getting from u.s. allyal allies that no long trust the u.s. to be the world's policeman. i can't recall a day where everything positive moves the stocks. i said it was driven by two streams of money. on top of the news flow we have capital allocation. stloeing money at the market. some stocks want more s&p -- there's tochbns of areas that were negative yet they still went up. that's an explanation that says money coming in. after it seemed to be exodus

money out last week. you think they would come in when the market was selling off, no no they all wait. seems they just want to wait until they get an all clear before they pull the trigger. you now how you can tell there's a new torrent of money coming into the market despite oil stocks up -- don't get caulky, the moment the in phase is over we could get back some of this in a hurry. it's bullish. we've been bearish so long nice to see the flows reversed to the upside after a really

frustrating quarter where nothing positive ever seemed to last for more than a day. let's go to ross in pennsylvania. >>. >> keith:' >> thank you for everything you do for us. >> thank you. >> my stock winnebago, they missed their earnings will lower gas price make this soar. >> it should but it won't. i want -- if i'm going to be in that segment i would like to you be in bruins wick d.c. or pii, two company where's we've had ceo's on and i feel a lot more confident than i feel about win winnebago. you still don't want to get

caulky because the money stream could reverse in a heart beat. wall street warrior lulu lemon just hitting a stride. and i'm going to do my own surveillance. stay with cramer.

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back on february 6th harris corporation which is the 13th largest defensive contractor announced both substantially better than expected quarter and acquisition of felto contractor excelis for $4.7 billion.

this represents the second major consolidation in a year following the ytk merger we highlighted a weeks ago it is up 13% since we talked about it. still something shocking is happening, stock of exexelis roared as did the stock of harris, off the news, that's pretty unusually. typically, only acquire shoot through the roof? market thinks it is a good deal. we had this deal that makes harris much more attractive which is why i think this toing is worth buying even after this run. let me help you understand the terrific newentity being created here.

let me tell you about them separately and then tell you why it makes more sense under one roof. they make electronic systems for the government intelligence sector the rf communications business is where they have them bedding encryption services exactly what an army needs, think of harris corporation as uncle sam's it department. finally it provides information technology businesses that support energy and health care customers. for 2014 harris forecasting low single growth for government

communication and down 10% for integrated network business still right before february before the announcing of take over of xexelis they rose -- they have seen decent amount of content in the largest fighter program ever. so that's harris. what about exellis. the company they are buying is very, very interesting and they've been on air. it is a global defense company stun e. spun off by itt company in 2011 they make electronic warfare womenequipment, and design advanced networks including those that help the federal af

vags air travis control. we feel this is a war fighter company. back in september they spun off part of its services into a new company called vectrus. since seeing the announcement harris is buying the whole company, the stock is now given us 57% returns. since we spoke to the ceo in november 2013. that's a nice run. i think the combination gives a lot more upside. sfirs the issue of scale. 16th largest contractor after the deal will become 8th largest defense company. will give them larger bargaining power. more purchasing power. will borrow at lower rates.

second they both operate in similar areas, all about military government communications communications, which is why this should generate cost saving already $120 million in cost savings in the third year. that's not bad. and management said the deal should be adding to earnings in the first year and a significant contributor there after. that's why harris shot up element 9%. after the merger they will become much more diverse. i think harris could be better valuation. just spin off some commercial businesses, cruise lines remote oil platforms, no spin it off, once they close, it could be the ideal moment to spin off its

commercial exposure and become more of a pure play defense contractor. that's what atk did. by the way harris's timing is element picture perfect. so far borrowed almost $3.4 billion at a low interest value. and in the wake of sequestion relatively depressed in defense. new wars are heating up all over the world. we know defense spending will be on the rise for years to come of in the united states the pentagon's bundt isbudget is on the rise. you bet saudi arabia is building up their defense. don't even get me started in eastern europe where every country is terrified of vladimir putin's unpredictable regime in

russia. sawedia arabia is putting together a coalition that needs more military. they need hardware. right now harris only sells communication products over seas. excelis has much more people the cross sell lg be enormous. yet this is not even included in the projections. no one is even talking about it. which means the analyst can't model it. estimates may be way too low. my last point -- for years turner was head of corporate strategy and development. he has done an excellent ceo job at harris since 2012. plus will also feature experience of david, current ceo of exel sis also happened to be retired general in the army, dealt with tons of high level

budget issues. stock only trades at 15% of earnings after the transaction i think it will trade at premium. harris corp is making its self into major top ten seller. i predict harris will keep heading higher. after the break i will try to make you even more money.

i think it is time to circle back to one of the most controversial retailers out there, lulu lemon. that's right. i'm telling you to buy lulu lemon here. in fact i like it so much it is one of my charity trusts. it has been behaving like the

red hot lulu lemon of old. back when it was a stock that seemed it could go ever-higher. two years ago they went from being one of the most beloved names in retail to the most hated. first the company had to recall a batch of see-through yoga pants in 2013. i thought it was great but i'm more of voyer not the target market. and then day stepped out in 2013 and chip wilson made offensive statements blaming women for the problem with lulu's yoga pants saying some women's don't have bodies that work with their clothing. ouch. and on top of everything else when lulu appointed new ceo in 2013 in questioned his back ground. all in all they plunged from 81

at its peak in 2013 down to 37. child pose. anyway. 2013 that's where it bottomed. since then they have roared higher. even as there were many doubters and short sellers who don't believe in the comeback quarter and didn't but after the phenomenal quarter from last week i wonder if that ceo has put the doubters to rest. he crushed the short sellers in the mistaken belief they would get is seriously hurt it damaged so many other retailers, william sonoma. they caused the stock to rally $3 the next day and has continued to climb now above $64 and change. wow. how long can they keep rallying before the stock runs out of fuel? like i told you we've been

buying lulu for the trust. i would be not be surprised if it works it's way back to $80 where it peaked two years axg why do i like lulu so much. they have been doing a lot of things right. it is as much about the stock market as is it is about the fundamentals of the business. we have a shortage of quality stock names. lulu is exactly the name wall street so desperately craves and investment community is coming to appreciate that fact. going into the last quarter there was so much negativity two analyst suggested the company could have a major shortfall, something of gigantic prop portions and sort sellers were swammer by the end of the company's quarter. i could understand being

conservative. but when two analysts scare people out of a stock just a few days before the company reports a blow out quarter that is not the kind of rechris archer anybody needs the kind of research anybody needs. make no mistake, 8% earnings. -- despite the positive numbers, lulu got slammed in premarket trading. if in the next quarter, full 2015 fiscal year appeared to fall short of expectations. it looked like the short sellers would be feasting all day thon one but lulu's conference call started at 9 a.m. wow the stock bouchbsnced back with

a vengeance. -- the call made me feel like management's full year guidance was being prudent. lulu's could raise forecasts in subsequent conference calls. consider without the cold weather and port slow down the sales would have been in the mid to high single digits. it's a secular trend. they made it clear long term very much on track, next year could be huge. on top of that the company laid out an international expansion company that could match and exceed the size of the north

america business sounds like nike in the making what else they have a newport folio, smacking success, none of that excess inventory, online business grew at 20% clip. last year lulu increased by 20% and management expects this growth in 2015. they have had very strong results. with good same store sales and rapid expansion i think lulu is a go-to retailer for gros stock portfolio managers. lulu lemon is a much hated stock that is once again proving itself to wall street. i think they are making a statement that they are back better than ever.

doubters will be turned into lulu lemon lovers and will propel the stock higher. the power of yoga to the desire of people to live forever, or at least until 100 and look real good doing it. let me just finish this and i will take some questions. five, four, three, two, one. how did i do. all jameel how you doing. >> caller: man how you doing cramer. >> i'm feeling robust how about you. >> caller: i'm feeling rowe bustbust as well. here's my question. we know there's going to be a pull back. rl not keeping pace with this upward swing. i don't hi they will take full back. they will probably go back up. they've hit their base. >> i'm going to disagree.

i think ralph lauren is stabling. stabilizing. i'm telling you buy lulu lemon right here. i have a feeling that this downward dog is turning into a winning warrior. walk the plank. much more "mad money" ahead. including what is happening in the food chain. and a major new tesla product, it's not a car. don't miss my take. plus all your cars on a magic almond edal monday edition of the lightning round. stick with cramer.

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you know i'm a big believer in the natural and organic food theme is the most luke rattic trend.

but even after witnessing trends like chipoltle, most people will tell you organic food is just for rich people that it can't feed the world, guess what not true. i just saw a terrific ted to ed talk by start up advisor and serial entrepreneur who has sold two high profile start ups, lately he has embraced a new high profile addventureadventure, organic farmer more efficient there industrial agriculture. so i had to bring him on the show to talk about it. welcome to "mad money." >> how you doing, jim, great to be here.

>> i'm going to start with the hardest question. why is organic food so experience. >> that's a really great question, i started asking myself that when i started having my first child was born i started caring about what food i was feeding her and felt guilty that being afluent i could afford food that not everybody could afford and i felt it should be possible for everybody regardless of their economic status to be able to feed their kids of the healthiest best food and i started finding out that the biggest driver of the price premium for organic is just a mismatch for supply and demand. demand for organic is enormous n meanwhile the supply is minute eye school not growing fast enough with demand. any time you have that there is a systemic shortage a lot more

people who want organic food than product available for them and that leads to high prices. >> so what are the obstacles or head winds given the fact is for ordinary people 91% of people surveyed by walmart want organic. where is the hold up. where is the blockage. >> for several decades, america's farm policy has kind of tilted the playing field. you know i believe in capitalism but the invincible hand hasn't been able to do its job properly it's had invincible hand scuffs. essentially the federal policy has rewarded farmers for planting maize, corn and soy, and has penalized farmers for

planting fruits and vegetables and this has led to fruits and vegetables rising in price more than twice as fast as the overall consumer price index meanwhile corn and soy is plentyful beyond what humans want to eat. so the vast majority of soy crop is instead being used for other purposes like feeding live stock or to produce ethanol meanwhile the policy towards organic results in limited supply. there's a three year process for fields to be certified organic and there's not enough policies making it easy for farmers and given the penalties it is not a

level playing field. so it is more profitable to grow vegetables roughly four times per acre than corn, and more profitable than organic but the policy is not shifting fast enough but the good news is the policy is shifting and the latest bill is in the step in the right direction and i think the winds have definitely changed and future will definitely look different. >> organic farming is expensive but you have said it saves money on series on things we don't really want like fossil fuels, et cetera. >> when you look at farm yields a lot of people look at yield per acre you need to look at what are all the costs of farming and organic farming can cost more in terms of how much land you need.

latest research says when done right organic farming takes about eight percent more land and can take more labor but a lot less fossil fuels and chemicals and fertilizers, which are enot just bad for the environment but very expensive. there's a lot of crops where organic methods are actually more productive. >> we had the co-ceo of chipoltle and he was thrilled because mcdonald's is getting rid of some of its antibiotic that if they were to fall into line it would be better is that because it would be better to

feed just beef. >> i think mcdonald's what it says sends ripples throughout the entire supply chain at the same time they are hem in because with great size comes a lot of inertia, and it's hard to change your direction. i'm excited they made this decision, i intend to buy my first meal from them in a decade because they have phased outthat out and allowing for antibiotic-free throw meat more available. i look forward to them doing it with beef as well. and going towards a more healthier supply chain. >> could you think heinz and kraft will change their stripes?

>> yeah, well, i think that merger is good for those companies but i don't think it changes the trends that they are facing. they are basically, i think you said it great on the show they are on the wrong side of food history. there is an enormous trend where all of the growth and all of the profit is in organic and sustainablely raised foods. i remember in 1998 warren buffett said he invests in things technology won't change such as how people shave or how they chew gum or whether they drink coke, well in fact i think technology has dramatically changed how products are advertised and it has actually severely disadvantaged older brands like coca-cola or kraft or heinz because the products

that are more successful are the products that align with people's values. people won't post about how they just ate velveeta but they do post how they just bought just-mayo from hampton creek because they feel they are part of something that aligns with their values. so the trend is towards food that is more value-driven, that includes organic and sustainable. for hooinz and kraft their traditional core brands be fighting an uphill battle. >> you are a terrific investor and it sounds like a good investment and people should think how it is economic and not just something for the rich. thank you so much for coming on "mad money." >> thank you. >> well, there you go.

i think we answered a lot of questions guys that. it was a great ted talk. he knows what he's doing. "mad money" back after the break.

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it is time for the lightning round. -- when you hear this sound the lightning round is over. are you ready. we're going to start with jim from new jersey. >> caller: how you doing. >> all right how about you? >> want to hear your thoughts on

neuro -- sign biosign. >> i have to tell you you could get hurt. this thing has gotten too hot. i want to go to paul in washington. >> caller: bouyia. >> thank you what'sum. >> a. >> cummins. >> i think it has another point or two and i think you will have to trade the stock because it is right a great investment. how about greg in new york. greg. >> how about proagain icgenics. >> that one is too confusing for me. a lot of work on that one. let's go to daniel in new york. >> caller: yes. >> go ahead you're up. >> caller: bouyia baby what's up jim. >> not much just doing the show. how about you. >> caller: very good.

you the man. >> thank you. >> caller: vf chrysler. >> i like gm for the longer term. and i like it for the buy back. and i like it for the dividend. let's go to laura in florida. >> caller: high bouya, jim. >> bouya. >> caller: i want your thoughts on elsa corp. >> i like dominion and coned. i got to have safety. i don't like to reach for yield. rose in new jersey. >> caller: hey jim my stock is western digital. >> linked to pcs if that rallies you got to lighten up. i'm going to include sea gate and intel. had a quick flip up this week and back down. let's go to brandon in

california. >> caller: baba bowia jim. >> nice. >> caller: alcoa. >> they are doing everything right. will this be break down quarter, i don't hi so until the company closes on its acquisition. that's the conclusion ladies and gentlemen of the lightning roubd. round.nd. bd. round. nd. round. you can call me shallow... but, i have a wandering eye. i mean, come on. national gives me the control to choose

any car in the aisle i want. i could choose you... or i could choose her if i like her more. and i do. oh, the silent treatment. real mature. so you wanna get out of here? go national. go like a pro.

i take your tweets seriously seriously, even the ones i probably shouldn't. if i answered in 100 characters or less it wouldn't be right. let me show you how i would have responded if i had 100 words. here's the tweet. -- obviously no justice could be done it to that kind of question doesn't stop me from trying. first let's take colt stocks amazon netflix -- i'm going to explain it like i'm a five -- my daughter taught me to look at that page. i don't like cold stocks. i take a classic approach to stocks. i like earnings per share.

i prefer grounding and traditional metrics. if and when the cold stocks go down, i'm afraid of them. take tesla. i love the car. i don't understand the stocks valuation. terrific today, bounces tomorrow. no one has a real beat on it. let's stop pretending we do. i get the car is cool. we have to wait until april 30th to find out what the new thing is. you have to suspend your security analysis to own this. i just can't. amazon is too busy trying to take over the world. i think owning amazon --

stocks i've been pushing for years and years, recently i have been focused on four. -- i have been behind many many other bioteches including the smaller ones but they got to cool off. oil slumbers last week. betting it could bottom $5. overall i don't think it will be good year for the oils. if maybe buy one or two of the high ones. just in case. and finally. -- sky works -- heavy apple supplier i was remissent -- these names are all good. that's my response. longer than a tweet. if and hopefully some real use to any investor who's are

looking for difficult to answers in an explain-it-like-i'm five. stick with cramer. hise. and now you have 42 locations. the more i put into my business the more i get out of it. like 5x your rewards when you make select business purchases with your ink plus card from chase. and with ink, i choose how to redeem my points for things like cash or travel. how's the fro-yo? just peachy...literally. ink from chase. so you can.

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let me talk to you about retirement. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable professional. would you trust me as your financial advisor? i would. i would indeed. well, let's be clear here. i'm actually a dj. [ dance music plays ] [laughs] no way! i have no financial experience at all. that really is you? if they're not a cfp pro you just don't know. find a certified financial planner professional who's thoroughly vetted at letsmakeaplan.org. cfp -- work with the highest standard. semis and biotech are back but could get over heated again. there's always money to find i promise i'll find it. i'm jim cramer, see you tomorrow.

>> from households to street corners, prescription drugs are everywhere. >> if you're looking to sell your pills, you can make a lot of money. >> i needed my pills. they were everything to me. >> feeding this powerful addiction is big business for unscrupulous doctors and dealers across the country. >> where's the gun? it's in his waistband. he's got a firearm in his waistband. >> they could care less about who bought it, what it was gonna do to them. it was all about making money. >> when there's bad doctors, there's bad pharmacies, there's too many drugs out there, and there's too many people addicted to it, it's just leading to a perfect storm.