i was with jim cramer today. happy cinco demayo. >> great to see you all. catch "fast money" >> 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. 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'm just trying to save you money. my job not just to entertain but put it all in perspective. so call me or tweet me me @jimcramer. it's not the direction of the move that worries people. it's always the velocity. that's been my mantra and i'll

keep repeating it on days like today when the dow tumbles 133 points. the s&p plummeted 1.18%. after two day rest but this market is back in selling pergatory because a couple of things are happening. that doesn't stop them from taking action though. the first thing that's moving too fast is oil. it has lots of people panicking. three months ago our single biggest worry was the pending collapse of oil and all that goes with it. remember when we thought there would be bank failures because of plunging crude? most of those banks turned out to be solid lenders or how about the high yield bond market. we just kept hearing about how

200 billion in debt was at risk and when these companies stopped paying their bills the oil and gas segment could bring down the whole financial system. i even added the hyg to my screen. that's a high yield corporate bond etf in order to monitor the pending apocalypse. turns out it barely budged. they were all the oil and gas related companies themselves. we heard about private equity funds being raised so they could buy the assets. the idea here was as oil kept plunging to the 30s companies and investors would be able to scoop up prices that went belly up because they had so much debt. oil ultimately rebounded in u or v fashion. again we had almost no failures. not even the highly ledged. some of that is because oil didn't get to the 30s. where's the people that insisted

it would? i thought they were at the majority at one point. some of it is because they allowed almost all the companies to raise stock in order to pay the bills. some is because they could shutdown their drilling operations and live off their lucrative properties. that kept almost every company out of the poor house so our worst fears never materialized. now we're going to other way. oil zoomed through the 50s and broke through $60 today. it was a $1.82 in the blink of an eye which is why it's so front and center for the whole session. we still have people that think that crude can go back down. maybe down big. but we're now hearing that $60 oil is a prelude to the 70s or 80s. just as deflation nary ramifications we're now hearing about inflationary ramification from oil's sudden surge. inflation. there's a word we haven't heard in ages. but it's what comes to mind when

you think this is now running and jacking up the price of everything and pinching the dollar's purchasing power. now when oil was coming i was never as upset as most other commentators. we do work here with boots on the ground. we have way too many ceos coming on this show telling us oil didn't belong below the low 40s. it was too cheap. how right were they? that's why we listen to them and book them and have them on. now that the shoe is on the other foot i'm not that anxious about oil being in the 60s either. you might cut back a few bucks in consumer spending if gasoline goes higher which is bad but gasoline is still down about a dollar year over year. it's not the price of oil that has people worried. it's the darn speed of the move. the velocity has taken people by surprise shocked them. whenever they're caught by surprise they recalibrate. let me walk you through the phases of recalibration.

let's pier into the brain of the worried seller. first he sees it zoom up and then he's thinking wait shouldn't they go higher with the inflationary pressure of oil? sure enough they are. same with mortgage rates. are things so much better overseas that we're using more oil and therefore inflation is going to be imbedded in the system and if inflation is imbedded doesn't the fed have to raise rates and don't we have to sell the dividend stocks with high yields because they won't be worth as much wouldn't we also want to dump growth spots because inflation eats into what we call long dated assets meaning the future earnings of these growth names that won't be worth as much as we thought if inflation roars.

i know it sounds like a frantic litany to invoke. but how do we know crude won't go right back down by $2 tomorrow when we get the oil inventories report. has oil gotten divorced from supply andy hand in this country or are l this chain reverse itself tomorrow? the point of this to be or not to be is simply to illuminate why stocks go down on given days like today. for a moment though can we go back? back to the days of yesterday when warren buffet admonished us to use the markets gyrations to give us prices that we like for stocks of companies we like. that was just 24 hours ago. let's pick the stock of a wonderful company that reported this very morning. a stock like disney and analyze it through today's pessimistic

filter. i had no choice but to congratulations the ceo when interviewed on squawk on the street today because disney delivered sharply better. i mean shocker. the quarter was amazing. especially when you consider there was nothing special about it. not a big launch or fabulously huge movie. it was up against frozen dvds. the stock rallied $2 around the opening but that was before everyone was freaking out about the oil ending. so then disney reversed from being up $2 and of course what happened is its now hated. who is going to go to disneyworld if the price of gasoline rises 30 cents. that's the logic. the stock actually finished down 20 cents. if oil goes higher i bet it goes down again tomorrow. probably some analyst downgrades. but does anyone think you get to buy this stock for $2 less than

you would have paid earlier and they may not be that impacted. no, that's logical. not fear based. disney stock is toxic in three or four hours. i know it sounds stupid but that's what traders do. they extrapolate and exaggerate some of the moves. oil may be rebounding like crazy but the companies that stand to gain from that the growth oils they're getting crushed. why? because a prominent hedge fund manager grabbed the microphone and questioned them. so the stocks that should be rallying are getting hurt. that does make a bit of sense only if you believe these stocks have totally overrun the balance of oil. that's something i postulated to you last week when i suggested you had to wait to buy them lower. do you any anyone wants them when they're going lower?

no. only when they're going higher. let me give you the bottom line. stop it. think like buffet for heaven's sake. the market throwing a sale because the price of oil rallied at the pump. you have to take advantage of the sale to buy the stocks like high quality companies. companies like disney you may like at a discounted price or you may end up kicking yourself when the sell off comes to an end. just because everyone else is being illogical doesn't mean you have to join them. let's go to jim in maryland. >> caller: how are you? >> good. how are you? >> caller: my stocks got hammered today so i backed up the truck and bought some more. >> we never want to back up the truck. we're not in that kind of market anymore. my charitable trust bought some eog. we want to get bigger. they're a well run company. we went through the quarter and presentation and feel really

good that they lowered the break even dramatically. eog is going to go down and down big. i don't think it is which is why we decided to buy a little and are with you. let's go to derrick in alabama, please derrick. >> caller: mr. cramer booyah from beautiful alabama. >> thank you. >> caller: jim i love ceos who are willing to put their own money where their mouth is. if it's a company that they lead 25 million to be exact you have to have vision with anything to put that money on the line. i also love companies with promotions like cut your bill in half and willing to hand deliver your phone at the place of your choosing and transfer your contacts while they're there. sprint is still the number three company and the stock is undervalued. >> let's rate them. if you want growth you do t-mobile. he's remarkable. if you want to have dividend you go to att. if you want to have dividend growth verizon and if you want a

pure speck you go to sprint. that's because sprint needs to raise a huge amount of money. there may be insidecider buying. i do believe the company did a good job this morning. david in illinois david. >> caller: big booyah from black hawk chicago land here. i'm calling regarding bio pharma. you had them on in 2013 and since that time they made some acquisitions on two of their drugs and they have a really surprising earnings statement yesterday. i'm wondering where you think the stock is going to go from here. >> it's great speck. when you see some of these really big companies come down they're more interesting to me. they have a cancer portfolio and i think it's an interesting stock. when you get a stock down at 6:00 remember it can still go down six but it is an interesting speck and i thank you so much.

it's not the direction of the move in oil. it's the velocity that sparked the selling. i saw use this to your advantage and buy the stocks of high quality companies coming in at a discount. on "mad money" tonight a player with serious gains this year. can xpo logistics keep on trucking? then tesla, amazon and netflix. the wall street congregation is back to worshipping these names. don't bow down until you get my take and ethan allen can help you decorate your place but they're struggling to look pretty in 2013. i'm going to ask the ceo if it can rearrange it's outlook. stick with cramer. >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc.

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how bad the relatively strong dollar is but a strong currency also creates opportunities. for example if you're a u.s. company and you want to make an acquisition in europe you can get a terrific deal. that brings me to xpo logistics. one of the fastest growing providers of transportation and logistic services in north america with a stock that nearly doubled. last week they announced it is acquiring a major european transportation logistics provider for 3.52 billion. marks the company's first significant expansion outside of north america. soaring 15% last wednesday. move makes sense, i think because xpo is using our country's strong currency to expand at a time when the euro is relatively weak. i have confidence in their ability to integration because xpo has a history of making strong acquisitions. they reported after the close. while revenues came in lower

than expected company reported an expected earnings loss and raised it's revenue plus just announced another deal. $100 million acquisition of bridge terminal transport services. one of the largest short distance transportation providers. it was a horrendous day for stock. this can be an exciting story. let's check in with the chairman and ceo to hear more about the quarter and transformation announced last week. welcome to "mad money." how are you sir? have a seat. first by way of background, you have a history of making big companies out of small companies. >> absolutely. >> xpo logistics, a lot of people get confused because they don't know whether you're a trucking company, why don't you

tell people what xpo logistics is. >> we're the largest last mile logistics provider. we arrange 8 million deliveries a year. we do expedite and we're the largest cross port and second biggest truck broker. >> does that mean that for example, some people would say do you own a lot of trucks? >> we don't own the trucks. we have relationships with truck. >> like with ryder. >> ryder is a great customer of ours. >> this acquisition will put you both in the truck business and logistics business. you said there will be no layoffs so you don't mind in europe having some trucking exposure. >> they have the biggest trucking network but that's asset and nonasset and it has a billion plus euro year of truck brokerage in europe. >> so let's go over this last model logistics. let's say we had a refrigerator

delivered to our house. what's the likelihood that xpo logistics would have touched the order. >> pretty high. we are the largest deliverer orange of deliveries of home appliances of home electronics and furniture as well. >> so if i go buy like -- let's say a refrigerator ends up at my place. it could be one of your guys. >> it's interesting. about 2-thirds of deliveries by the big retailers are actually done by themselves. more and more that's outsourced to people like us. >> that's important. mexico is going to be huge. you have a major presence taking goods from mexico to the united states. a dominant play for you guys? >> we're one of the most leading players of north-south traffic between mexico and the united states. mainly by long haul rail. a lot for the auto companies that invested billions of dollars in infrastructure in

mexico. >> the last quarter was harmed by -- you were very up front about it but you said that april was coming back and you were also very clear to me that you know the engine of the economy. where are we sir? is the u.s. economy getting better or not? >> there's some doubt about that. >> i was surprised when i read that. you touch every bit of freight. >> we deal with all the major retailers and manufactures so it could go either way but we're still early in the year. >> when i read that i was thinking if the fed raises rates they don't ask ceos about fed policy but your company is probably the most wired and it doesn't seem like we're in a boom time. >> it's not boom but certainly not bust. there is improvement. there's year over year improvement. you have some difficult comparisons over last year because you had the weather.

>> for viewers that are watching would there be an opportunity to buy the stock lower because it would do things to help your balance sheet. >> i'm not in the business of predicting stock price. i'm in the business of growing the company and making stock value greater overtime. >> let me ask you, there's been a lot of acquisitions. at a certain point do you say we're done with the big ones let's do the small ones. we got to our revenue targets three years ahead of where we thought. so now let's make sure that everything works smoothly. >> we do both. even this week we announced a $5.5 billion acquisition and today we announced a $100 million deal here in charlotte north carolina. there's deals that are small but strategically important. >> there's tons of companies still for sale in this industry. >> fragment. transportation logistics is a $3 trillion industry worldwide. thousands of players. >> you're up against j.b.hunton fed ex. you can beat these companies.

>> we can in certain turves. we don't have the same competitor in all of our lines of business. >> it's growing the fastest of any company i've had on. that's brad jacobs the chairman and ceo of xpo logistics. this company tells you everything. please do the homework. please read the presentations. "mad money" is back after the break. >> bow down? netflix, amazon and tesla are three of the hottest cut stocks on wall street. but should you join investors in worshipping these names or seek another path to the promised land? cramer has a sermon on who can redeem your portfolio.

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raising his price target from $350 up to $722. netflix is a $565 stock. the analyst who will remain nameless took his earnings estimate from $1.96 up to $4.32. citing much better than expected growth both domestic and overseas as well as aaa content. in prior quarters we saw an indication of saturation as year over year net subdivisions decelerated but they reaccelerated and all but destroyed our thesis. netflix management did a better job than expected. this is a great reminder to people at home that companies can and do change and those that believe they can't would be down right foolish. bank of america merrill lynch isn't alone. i've seen stocks go higher than

i thought they could. when the facts change i change my mind. what do you do? you need to be flexible at home. it shows a case of being flat out wrong at least he admitted he couldn't stay negative any longer. i liked netflix for ages because i believe the company is worth more than it's selling for. the ridiculously low price point and with this current market cap it's still not as high as it could go. then there's amazon. this stock is red hot ever since a week and a half ago because the company told you how much money was making from its amazon web services business and how much it was making from selling goods. we never had that level of clarity before and those looking for reason to cheer about the stock have been banging the drum ever since because of this. does it make sense? yes. i'll tell you why. until this quarter there's never any light at the end of the

amazon loss tunnel but you can easily argue that amazon could turn on the profitability any time it wants by simply spending less. now about how tesla? we have a reiteration of a buy and both analysts seemed to indicate they have the inside track that the quarter will be great. i remain fast nated by this company and it's ceo because you have very key minds on both side of the trade. here's the bottom line. three stocks seem to know no bounds in a market that gets bound and hog tied every time it tries to go anywhere. i tuns bookcase in all three even as i think they're total cut stocks. netflix reflects value and amazon could and as for tesla, drive the car but don't own or

short the stock. in florida, surlo. >> hey, jim, a big boo baby booyah. >> that was impressive. >> caller: hey, jim, what's your take on solar edge. >> i think that solar edge has the edge because of the work that they're doing with tesla but you know what, again, we have solarcity tonight. i have to hear what they're saying. these are all got the same elon musk halo. got to be careful. you're playing with the highest of speculations. let's go to james in vermont, james. >> thanks for having me on the show. >> i'm thrilled that you're on it. >> i want to get your opinion on facebook. will facebook see google numbers one day. >> sometimes i wonder what's up with this market. what's up with this facebook.

i think the problem with facebook is it went very high. it's now speculation again. my charitable trust has a big position. some people are saying the chart looks bad. if you can't own facebook for 2017 2018 earnings don't earn it. that's why you own it. it's pulling away from everybody else but everyone else is pulling it down. that's not the case. >> hi jim. my question is about microsoft and they're paying a good dividend. is this buying both or sell. >> i was surprised how positive they were on the conference call. they gave you a very clear headed -- it made me feel great about it. i think if the stock comes back down i have to revise my view because it's taking off like a rocket. don't feel like i could chase it up here but it was a good quarter.

my hat is off to them. tesla, amazon action and netflix. we're talking three of the most loved names at the moment. do i get it? yes. should you buy them all? not necessarily. much more "mad money" ahead include anything exclusive with the ceo ethan allen. it's down about 20% for the year. but could this be the chance to score? plus it all started with the hit show entourage. now it is a top rated liquor. don't miss my second cinco cinco de mayo sit down with the founder of avion tequila. lightning round just ahead.

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>> it's time to talk about tequila. a subject i'm familiar with. specifically want to take a closer look at the ultrahigh end of the distilled spirits market with tequila avion. that's a super premium tequila brand that took the world by storm after it was featured on entourage a few years ago. now it may not be publicly traded but it won multiple awards and last summer the world's second largest wine and spirit's business acquired a majority stake in the company for a ton of dough. it's the most important meal of the day but also big business. that's why last night i spoke with the founder and chairman. find out how his company is doing in the wake of the

acquisition. he is a great entrepreneur. he can even shed light on the private transactions. >> very few holidays are synonymous with a particular drink. you have what the probably the hottest in the category. congratulations. what does it mean since i saw you last that someone bought a very big stake in the company. >> it's been amazeing. it was tough for me to do to let go but we actually haven't let go. they are continuing to let us run the company. total autonomy so i made the right bet versus going somewhere elsewhere they probably would have tried to throw the entrepreneur out which you and i know is not a good idea but they got it and we're still running the show. give a sense how big it was. >> north of a $100 million

value. they purchased another chunk. we want to be in for a long time. >> a lot of people were laughing at you when entourage went off saying that's the only reason you're big but you got the last laugh. >> it was tough. we had some moments where i felt like we were going to go off the cliff because people said this isn't good at thetequila and it wasn't real but when we won world's best it changed everything. >> there are some that aren't real that i don't want to knock necessarily but this is very much the real category. so the brand is growing. there's a lot of heat around tequila and avion is taking a bigger share of a growing pie.

we're rocking and it's all about the liquid in the bottle. >> this is our highest -- at my bar this is the most expensive drink that we charge for and i imagine this has huge profit margin for you. >> it actually doesn't. this is about $150 retail. because it's in a crystal bottle and gift box that costs $15 just the box itself. our strategy was not to price it at 250 a bottle. we're about value. we're luxury but value. so we decided to price this at $150. not make a lot of money but create a halo around the brand. this has become literally the tequila. people look for it and can't find it and want it more and the liquid is spectacular. so it was about creating this halo over the brand versus i have to make a lot of money

because the money will come. >> are they going to blow it out everywhere? >> i think that overtime the world will open itself up to tequila. right now it's mostly north america but there's a huge global opportunity and we will be ultimately everywhere as long as we are efficient. >> this category has periodically had celebrities. there's staying power to george clooney's. are you surprised? >> he's a power house. he's not really very involved but he's a power house of a brand himself. so i think that typically those things will be known by consumers. he's just a powerful guy so we'll see what happens.

i welcome that because it elevates the category. it's the buffet. >> this is the best growing category in the industry of spirits and you guys have had a big role in playing it. i want to toast you and hope you'll come by. >> thank you very much. that's the chairman of tequila avion which is one of the great success stories and great entrepreneur. congratulations. thank you so much.

>> it is time. it's time for the lightning round. are you ready? time for the lightning round. phillipe in pennsylvania. >> caller: happy to be here. buy hold or sell quervo. >> let these stocks come in. when you see sky works solution bottom. that had the best quarter. that's when you can pull the trigger. i do like sky works better. william in new jersey.

>> thank you for taking my call. i was vonderring what you thought of vodafone. >> they had quite a run. i don't think there's a lot of value there. i'd rather own at&t. mark in new york mark. >> booyah jim, thank you for taking my call. >> quite welcome. >> okay jim, i got in a bad neighborhood with this stock here. new senior investment group. >> you know you get into that particular sunset of the real estate investment trust you know going to go with bentas. they have come in a lot. david in north carolina. david. >> hey, emc and or vm. >> it's a subsidiary of emc. emc is not delivery and i much

prefer sis coecisco. we just got a reiteration of how they're doing from john chambers: let's go to dwight in florida. dwight. >> hey jim. >> if you want to be in that group we want to be in lamb and right now i want that group to come down a little. let's go to dave in pennsylvania. >> jim congratulations. watching your show every night. >> thank you. >> you're welcome. my stock is cyprus. >> i'm glad you asked. a lot of people on twitter said what's the story. you liked it at 16. let me explain this. i liked cypress for years and years and years because t.j. rogers is a great operator. i like the merger it's going to

be terrific. they're headed down right now. i urge you to stay with them. if you don't own any you might want to look at it tomorrow. lorraine in new york. >> hey jim, how you doing. lorraine on long island. >> hey how are you? >> good. best wishes to your wife. what i would like to know is teva. >> no, they're in a real dogfight. they're an overvalued stock. i do not want to own the stock and i'm not going to recommend it. let's go to depender in connecticut. >> i'm great. how are you? >> i'm good. >> i just wanted to know what do you think about home depot. >> they're okay. right now there's a ce change. people are getting out of domestic stocks and going into overseas stocks. home depot is going to be fine. this is the season on home depot

but i think the stock has a couple of points of risk before you take the plunge. mike in new york mike. >> hello cramer. a big booyah to you and congratulations on your wedding. >> thank you very much. >> my question is about lgnd. pharmaceutical company. >> they have moved up into a lot of specialty pharma. i like them much more. what a great quarter. doing so many good things. when they come down i'd rather see you own that one. let's go to dean in new york. dean. >> hey jim. congratulations on your marriage. >> thank you partner. thank you very much. >> happy cinco de mayo. >> almost definitely. >> listen jim i'd like to know about textainer group.

it's a leasing business. i do like that yield but i know that things can be variable. interest rates going higher. you might be able to get that one at a lower price. that ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by t.d. ameritrade. working 24/7 on mobile trader, rated #1 trading app in the app store. it lets you trade stocks options, futures... even advanced orders. and it offers more charts than a lot of the other competitors do in desktop. you work so late. i guess you don't see your family very much? i see them all the time. did you finish your derivative pricing model, honey? for all the confidence you need. td ameritrade. you got this.

what does it take for a company with a currently underperforming stock to turn

itself around? that is the question when it comes to ethan allen materials. high quality home decor. ethan allen is struggling for some time even before the home furnishings group started getting pounded six weeks ago. part of the change they keep telling you about. however while this group is still out of favor ethan allen has been working to turn itself around by revamping many of its products. the company launched more than 600 new products. phase 2 beginning this month as it rolls out it's new romance classics collection. they're complete sometime this fall around 70% of the merchandise will be updated. is that enough to get this stock back where it was earlier this year? when ethan allen reported it's first quarter they met wall street estimates. 23% yield and had just recently

been raised. let's dig deeper into this potential turn around in progress. he's the chairman and ceo. welcome back to "mad money". >> jim always good to see you. >> all right. is this resinate something because i know that you said in your most recent quarter in the conference call you had to be more aggressive in promotions because you were concerned about inventory. >> well we are in the process of really repositioning and reinventing our brand. you talked about the stock where it is and what needs to -- what we have to do to have the stock go up. at ethan allen, the highest of what we give is called the golden kite award which is that we give it to a person that flies the kite high and the tail follows. >> okay. >> so the stock profits of the tail, we all want to get our kite high. to get our kite high we're really reinventing the company because today say different world. we've been around for 3883 years.

>> you actually talk about users versus owners. the users are kindle owners and owners are book owners. you're trying to appeal to the book people. are there enough of them sir? >> this is a different world. there's no question about it. today the technology is changing the world. >> right. >> we are -- we have 300 design centers. we have 1500 interior designers. we do question should we be providing this great personal service? i believe so. the reason is this that on one hand consumers say from all the research we read they don't want service but they say we would love to have good personal service. >> right. >> now there's a transition going on in term of the world, in terms of technology. our objective is to position ethan allen as a provider of great offerings. i call it livable luxury.

we have a great american classic brand. we have 300 design centers. 1500 designers and the biggest challenge we have also taken is we are bringing back manufacturing right here in north america. >> when you add design centers how does that impact the earnings per share? >> it's a question of looking at short-terms and longer terms. certainly the design centers are there to increase our sales. and when you increase our sales take a look at our business model. our business model, you mentioned the fact that our yield is at over 2%. >> right. you raised the dividend twice. >> you mentioned the fact that we just ended up paying down our debt. we also announced that we're going to buy 3 million of our shares. now jim take a look at -- we

have invested in our business an now we are making a tremendous amount of changes. in the short-term it has impacted our earnings and that reflects on the stock price. >> do you think that's in part because of the transition or is it not resinating yet. >> it's a combination. the fact is today we're are in the process -- we just sent this book out. we're giving it out when people come to our design centers. this is a 328 page book. i had it done. it's all in house. giving the ethan allen dna and ethan allen dna is the classics but a classics that livable. classics that fashionable. so we have just sent out a direct mail and, in fact we're going to send it out this week inviting 4 million people to come and get a complimentary copy. >> do you think that will increase the number of wholesale

signs, retail signs? i'm waiting for a bit of a bump up here sir. we have to get a bump up. >> i am too. we really need to get more traffic into our design centers and let's keep in mind traffic in stores has been going down. the reason is more and more people are using the website as -- that's where they're window shopping. >> now we are increasing our businesses online but relatively small. >> now your a store based company. >> what we want to increase is we have made it so that it is seamless whether the customer buys from online goes to our store, because, you know furniture has to be delivered. redelivered into the homes and that is done by our retail network. >> all right. well look i'm going to wait to see how this product line sales. i know so far you're not that happy yet. i've got more things coming obviously. phase 3 coming later in the fall. that's the chairman president

and ceo of ethan allen. you're being paid to wait. got a good dividend but it could turn later this year. "mad money" is back after the break.

once again, happy cinco cinco de mayo to everyone. 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 and i will see you tomorrow.

lemonis: tonight on "the profit," courage. b is a family-run clothing company with seven stores across the country but they have stumbled badly over the past two years. lousy decisions... noemi: i never approved this design. -nicolas: you approved this. -stephanie: are you kidding? lemonis: ...and poor execution... i just see cash. ...have put the company in a deep financial hole. that's created a ton of family drama. nicolas: you want all of the accolade without doing any of the work. lemonis: if they can't figure out a way to iron out their differences, there won't be a business to fight over. stephanie: nicolas, i don't want him to walk out that door because of this. lemonis: my name is marcus lemonis, and i fix failing businesses. i make the tough decisions. i back them up spending my own money.