three-day rule, buy it. >> xlb, very wrong a couple weeks ago. i think you can sign it here. >> urban outfitters, see some upgrades and this thing goes higher from the levels we're seeing in the after market. >> i'm melissa 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 make you some money. my job isn't just to entertain but to coach and teach you. call me at 1-800-743-cnbc. or tweet me @jimcramer. the equity markets can cure

themselveses. they make themselves better in a way that's unseen to everyone until later when the improvement becomes ef dent. look at this market. especially in this speculative stock. s&p rose .09%. holy cow. pointing to key concepts. first there is a tremendous amount of shorts. it's a short covering rally with the appearance of fraud for certain. i want to dig deeper for tonight. for months on end, stocks in the commodity mineral resource have been on the decline. when we consider the case of mro, marathon oil. in the heyday of the oil blow off the run to the top in 2014, marathon traded at $41. oh, geez. back then marathon seemed to be a logical takeover target and a fantastic fount of oil. the company had a huge amount of

money to be one of the largest independent oil producers out there. big eye with as. they put up spectacular numbers. earnings peaking at 4.48 a share in 2014. in 2015 they lost an astounding $3.26 per share. wow. just like that. all the debt turned the stock from a market darling into a pariah. in october with the stock down more than 50% from highs marathon slashed the dividend by 76% in order to save $425 million in cash flow. management indicated the quarter would come in better than expected. what happened? the stock jumped 5% on the news. it was a phony rally though. [ buzzer ] with oil plummeting to $26 the stock nose dived to $6 and change. oil then jaunted to $33 at the end of february, taking marathon back up to $8.23. at the end of the day when it finished at $8.23 the company

announced an offering of 135 million shares in what's known as in the hole, meaning a substantial discount to the last sale. marathon seemingly desperate for the cash needed to keep drilling and keep the bankers happy priced shares at $7.65. wow, a big discount to the last sale. so big institutions flocked to it. [ buy, buy, buy ] in the end the company was able to sell an extra 10 million shares. ever since then with oil continuing to rally marathon stock has never flowed back. at 11 and change the bottom fishers got a 44% gain, a little more than a few weeks' time. that's phenomenal. perhaps more phenomenal is whatever worries there were about marathon and its bankers, those fears seem to have disappeared with the billion dollar plus secondary offer. it was diluted. meaning when earnings come back, if they come back, each share

makes less. the beautiful thing is the company will live to play again even if oil prices stay lower longer. we have seen the deals before. devon sold shares and that came right after the company stated it didn't need the money. stock is now at $24. new fuel it's nearly at $30. i can name another dozen of the oil deals all with similar results. all of the stock offerings do two things. they give the company cash to keep drilling and covering interest expenses and give the banks breathing room so as not to write down debts. the former is why the stock can pop considering an instant steroid that makes them better. the banks can rally, too. financials have been crushed by talk they would have gigantic oil related losses. if the companies can issue equity in the hole, so to speak, and so many guy boous make money on the deals why not expect it

can happen to any player in the oil patch? for example, let's do speculation here ourselves. we know thats chesapeake owes billions in debt. its stock was at $1.50 one month ago. as the deals played out and oil rallied even with natural gas at 17-year lows it is possible chesapeake which is $5.23 could pull a marathon and raise money to cover debts that may come due in the next year or two. we don't know when or even if the equity offerings will occur but we know the stocks have run far further than where they were the day before the deals started. you can understand why the higher chesapeake stocks go the deal makes everyone happy. that argument is a huge fear for short sellers. they have been coining money in the stocks until recently. the marginal oil companies looked like they were to go under. they didn't need to worry about

it. it could be positive. as was the case for many tech deals the last two years. they were insider selling. all bets are off if oil comes down. safe to say what you are seeing is a capitalist system at work. while there have been virtually no ipos of late these secondary offerings allow companies to raise money as surely as an ipo and the companies play another day. this is not just isolated to oil. we have been experienced extraordinary moves. no commodity has beaten down more than iron ore. it's falling from excess supply for years now. this weekend however the chinese government announced aggressive goals for better growth. those who have been betting against iron frantically scrambled to cover. wow. it was up 19% in one session, a record. the impact once again allows the iron ore companies to do the same thing it is oil companies have been doing as their stocks

soar. valet, the brazilian iron othor producer that now can help fix the balance sheet if it wants to. copper, gold and oil from freeport. the stock has almost tripled from the january bottom when the survival was at stake. they could easily sell 100 million at nine and change, the usual discount. and any near term likd ti concerns to allow the stock to climb higher. that's the virtuous circle at work. the moves also boost the stocks of mineral and mining hence katzer pillar from $58 in mid january to nearly $75 today. that's a commodity stock, too. what could be next? how about aluminum? the price of the totally nonprecious metal has gone from 66.5 cent whence the new year began to 72 cents and change. that's a big percentage gain.

aluminum was getting hammered. alcoa was one of the best shorts out there. how can anyone justify betting against the stock since alcoa will be breaking up into a highly value added engineering company and a pure play on higher aluminum prices. i have mixed emotions based on commodity prices rising and frankly that's just not going to happen. it can't last. however when you consider the way companies who have issued equity have been able to stave off the grim reaper you can assume the worst is over for a commodity stock that advanced out of the $2 to $3 range where they are scared bankruptcy could be on the horizon. here is a warning. i would not buy the dollar doubles. they are too dangerous. bottom line. someone who dismissed this move as a short covering rally. bad news for these bears. every substantial rally i have ever seen in my career started as a short covering rally.

this is no different. what's true is that just like when the banks did equity offerings in the great recession they got saved. le thgs the -- this is the same thing. the commodity rally can't last forever but the secondary offerings make it self-fulfilling and that's just plain bullish for a new beaten down sector. i want to go to brian in new jersey. brian. >> caller: yes, jim. considering the thought that the fed will raise rates at least twice this year how will it affect bank of america? >> we own bank of america for my charitable trust because we thought there would be two rate hikes. without the rate hike it is stock isn't in good shape. with the rate hikes it is. it's pretty binary so the stock has fallen from $15 to $13. be carefulle if you think the fed is on hold the stock could slip back to $13. frank in new york. frank. >> caller: hey, jim.

boo-yah. great show. >> you're very kind. my staff brought me tea so i can continue. >> caller: they're the best, jimmy. >> yes, they are. >> caller: when is skechers going to get the respect it deserved. under armour sells for 80 and nike for 30. a 30 pe. we are sitting with a 22 pe. this stock is going in leaps and bounds, jim. it should have at least a 30, 35 pe at least. when yes going to get respect for skechers? >> one of the reasons it hasn't gotten the respect you're thinking about is it's moved. it's a $5 billion company and it was just a couple million not long ago. in the end, nike and under armour are considered more proprietary which is why they have a higher price to earnings multiple. we can quibble about what it's east trading for or accept that now skechers is in a show me mode. we want to see what the next

quarter does. the last quarter didn't excite people. maybe this one will. matt in new jersey, matt. >> caller: boo-yah from rutgers business school, jim. >> always great to hear the students call. thank you so much. >> caller: jim, my question is about anheiser-busch. they were forced to give up the miller, coors and chinese snow brewer segment. the stock pays a nice dividend. what do you think about the stock and when should i get in? >> i like the story very much. i think an-bev is good. for a person who wants income stream that's the best. for someone who wants capital growth, really appreciation in the stock i suggest kons installation brands. i think the rally in commodities could be real. sure it's frothy but if they pull back you will buy them. maybe won't last forever but things look bullish. tonight, started from the bottom and we are here.

i will tell you if the market found its footing and why. then do disappointments in the market come in bulk? i'll tell you why costco's earn ings miss was a critical moment for the stock. from shake shack to mcdonald's there are a lot of cooks in the kitchen. tonight i will tell you which restaurant stocks are separating themselves from the pack. why don't you stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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maybe we should call it the jamie diamond bottom. i'm talking about the run. ceo of jp morgan bought 50 shares of the stock between

$53.14 and $53.30, within pennies of the act low. it was a beaten up stock at a beaten up moment in the market. i know diamond didn't set out to call a bottom. but looking back from the current price of $59.94, this well timed buy had more to do with the prevailing gloom, three and a half weeks ago than the conditions at the bank. not only is jpmorgan up since then but the dow lost from 15,660 to 17,773 and the s&p from 8,129 to 2,002 today. what allowed the averages to roar higher. let's set the scene. stocks had been falling for a week before the bottom. many stocks were well off the 52-week highs. in the priest week we saw the

end of the nasdaq rally led by f.a.n.g. the last of the tech leadership had finally been taken out and shot. but the sell-off that awaited the market the following week was about far more than tech earnings risk. wasn't about cyclical risk. at that point systemic risk had become the order of the day. they are always frightening. what were they? first, oil. by the end of last year most investors had come to believe lower oil prices would allow the consumer to spend more thus boosting the numbers of the service oriented companies like the retailers. as the price of crude plummeted from the 40s to the 30s the attitude began to change and we started becoming nervous about the risk to the financial system caused by plunging oil prices. now crude did bounce off the high 20s near the end of january

but the bounce failed and began a relentless decline through february. that very week a cover story said here comes $20 oil. by midweek we hit $26, the low for the cycle so far. of course we had no idea it was low at the time. for the first time we began hearing chatter about the stress in our banks' balance sheets from oil loans which had relatively low priority when the companies report it is previous month. stories of giant credit line draw downs from oil companies that were strapped which reported to lose $350 million a day permeated the training and infiltrated the headlines. the sell off which seemed contained only accelerated when oil hit $26. at the same time two other powerful forces pulled down the markets. that was the week of the new hampshire primary. while bernie sanders was considered to be a gadfly left

wing candidate his victory came as a shock to many including perhaps hillary clinton. the media played it up. we started looking into what sanders wants to do. it became clear why he's a socialist. he's the enemy of the banks and any big corporations. we didn't know at the time but clinton was the prohibitive front-runner to be the democratic nominee which was clear after she swept the south on super tuesday. not only have one wild man donald trump but another coming from hijack bernie sanders. the other side of washington we worry about, the fed wasn't doing the market favors either. janet yellen testified the bottom of the market. her testimony dove tailed perfectly with the zeitgeist that predominated at the moment. the fed seized newfound weakness but sit going to stop the

tightening? worst of both worlds. that was enough to send treasuries soaring. as the yield on the ten-year fell el to 1.6% a level indicating tremendous. we see it in the common stocks of the bank known as the contingent convertibles of the bank. the lehman brothers of this era, i found that story very hard to believe. deutsch bank had taken many charges already and issued a ton of equity. plus the super stock market backing by any means necessary mode. very negative interest rates to ensure nothing catastrophic would occur. i doubt the big bankers have an

emergency hotline to one another but jamie diamond's brilliant buy coincided with something remarkable. a statement from deutsch bank saying not only was it not in trouble but it was going to buy back more than $5 billion in the same troubled bonds. that wasn't in the doom loop chart the "wall street journal" ran that week demonstrating the powerlessness to save us from armageddon. when we look back it seems easy. when deutsch bank put its money where its mouth was the moment was washed away. the systemic ris . at the same time jamie diamond's insider buying reminded people that the stock might be cheaper than it looked even if the fed doesn't continue to raise rates. it was a real vote of confidence that i was dismissive of at the time. how about oil? that $26 price was the exact bottom. while oil might be lower longer there is a big difference between this spike and when oil was more than $11 lower back

then. the oil companies as detailed earlier are coming to the market en masse with equity to give them more flexibility. oil may not be out of the woods with the count low but iran is proven to pump a much larger mount than before the u.s. sanctions and the world wide sanctions i guess you could say, and the u.s. will have a down year in 2016 because of the lack of drilling. in short the bounce back to $38 a barrel back into january levels is based on something. bernie sanders is a footnote now that hillary clinton has the commanding lead. looks like she can win out. next the banks may not have strong earnings but at least stunning declines in the preferred shares are over. i look at those. the big sell off in the real estate investment trust seem to have ended, too. the higher yielding bond market equivalents trade together. here is the bottom line. put it all together and you may

have an end to the stealth bear market that lasted for months and months. backing until 2014. what we know is that the diamond bottoms looking increasingly real and, yes, very positive. much more "mad money" ahead. everybody loves a bargain. but after costco's latest earnings is it worth picking up the stock in bulk? maybe avoid it entirely? a company trying to minimize a shift at kitchen tables across the globe and is it time to gobble up the restaurant stocks? highlighting companies that should show staying power. stick with cramer.

sometimes a disappointment doesn't necessarily disappoint. just look at what happened with costco which we own in the charitable trust. it reported last thursday and post posted a real departure from the long term record of excellence. what happened on the day the number came out? the stock barely moved. the reason, what we have here is a case where negative seeming scenario could be positive from the real world. you see, everyone presumed costco would have a bad quarter. when the numbers weren't so hot

hard linen sold the stock. this isn't a story but costco is the recent example. everyone expects it to be bad but the stock fails to go down you have to view it as positive. a sign investors see the situation could get better. why? let's think deeper about what happened to costco. the market's reaction is a positive development. first you need to understand the set-up going into the quarter. why everyone assumed it would be disappointed. costco reported same store sale numbers came in at 1%. even after the lousy january numbers the analysts continued to believe in the company's long term prospects. beyond that the bullish analysts said costco would be up against easier comparisons to make the same store sales numbers look better going forward which brings me to the quarter from last thursday. the overall mood headed in the latest quarter was one of

relative uncertainty. everyone knew january was ugly. we had the number already. everybody knew costco was experiencing deflation. both with the price of food and the price of gasoline. two things resulting in lower average ticket prices for customers. trends were decelerating. costco was up against several other head winds into the quarter. the company was up against tough comparisons from the year before and we learned it was experiencing a delay in transitioning the member credit cards away from american express to citigroup so new member sign ups were likely be meager until the transition was complete in june. in short, going into the quarter last thursday everybody in the know understood that costco would deliver sub mar results. when it had an earnings miss on weaker than expected revenue with not so hot same store sales up 1% overall including a 3% increase in the u.s. brought down by a 7% decline in canada and 3% in international.

both courtesy of the super freaking strong dollar, most investors were far from surprised. not a great quarter. then again, nobody was anticipating one which is why after the stock dipped from 152 down to 147 last thursday it rebounded back up by the close. costco missed the numbers. when the stock sold off in response investors bought the stock aggressively. when is a disappointment not disappointing? simple. when it's really not a surprise. for example, going into the quarter the analysts almost universally agreed earnings estimates for costco were too high making an herbings miss a foregone conclusion. no surprise. when you dig beneath the numbers there were very positive aspects to the quarter. for example, costco told us that the february traffic increased by a little more than 3.5%. that's a real improvement versus the gain in january. it indicated the company was back on track when it comes to

bringing consumers to the store. costco saw an acceleration in membership fee income which increase ed by 3.6% yearver year as the analysts looked for a 1.9% gain. the fees are a huge part of costco's business, one that accounts for three-quarters of the operating income and the numbers were supposed to be awful given the transition in the company branded credit card i talked about. costco put up impressive membership fee growth year over year and versus the previous quarter. the company posted strong renewal rates, 90.5% for existing members. hardly anybody has those. in short while costco's quarter was disappointing on the surface, extremely important line items were stronger than the analysts or shareholders were expecting. first of all costco is up against easier comparisons, both traffic and same store. the transition from american ex press to visa and citigroup

could go well. the new citi and visa backed cards are expected this june. when it happens it should provide a major catalyst for new member sign ups. once costco switches to if the visa network they get a boost. 40% of americans have a see visa so once the switch takes place many more people can buy things with crate card at costco. we'll see more and larger purchases. next up costco's anniversary of the big decline in food prices that's been taking a chunk out of the company sales results. investors expect them to raise membership fees next year. we'll start thinking about that soon. historically the company raises fees once every five or six years. management said it won't coincide with the switch to visa so it could happen later this

year or early 2017. when it does happen, we know it will provide a boost because most people renew. here is the bottom line. in order for an ugly quarter to disappoint people it has to be a surprise. in a costco case nobody was surprised by the lack luster results last week. if anything, many of the crucial line items for stronger than expected and now with the ugly quarter out of the way costco could work higher going forward which makes the stock a buy into any of the weakness that continues into today's ugly close that we had in the stock. let's go to ray in new jersey. ray. >> caller: i'm a fist time investor. do you think walmart is a good first investment for a new investor or would you gear me to another stock for my start-off in my port foal wre portfolio. >> timing is everything. walmart was up to $68 today. i would do this. taking a long term view i would buy some here and hope it comes

down. this is a market that has taken the stock up a little bit further than it should be. buy half and see if it comes down. joe in new jersey. joe. >> caller: hello, cramer. >> hey, joe. >> caller: thanks for all you do for the home gamers. >> thank you. >> caller: yes. my question is on kroger. they had an earnings bead but missed on revenue. >> right. >> caller: some say it will outperform. friday i bought more shares on weakness. was that a good move? >> yes. i think kroger is over done. the down side, doesn't mean it can't go lower but it means this is a great american retailer. it's had a couple of bad months and i think it's right back on the game. costco's disappointment wasn't really a disappointment. with the ugly quarter out of the way the retailer can, over time, work higher. over time. remember, think long term. more "mad money" ahead including

a change in your grocery aisle. is it time to ride happy meals to profit? and all your calls rapid fire in tonight's edition of a ras raspy-voiced lightning round.

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>> announcer: is the future of food taking root now? this san francisco company produces a plant-based alternative that's cracked the code of providing cheaper, healthier, egg-free products. can the story continue to at satisfy private investors as

hamptons creek expands beyond cookies and mayo or will they be edged out. >> if you want your head around the important movies out there sometimes you have to check in with privately held companies with cutting edge technology. that's true in the food business. we are witnessing a massive shift to healthier eating including more ve gan options for people who won't eat meat or dairy which brings me to hampton creek, buying just mayo and just cookies, plant based products up ending traditional food makers. last week they announced a major roll-out. 43 new plant-based products set to be launched in the coming months including major retailers like walmart and target. let's check in with the cofounder and ceo of hampton creek foods for a sense of the new developments. welcome back to "mad money." >> how's it going, jim? >> show us what you've got that's new, josh. >> we have one of 43 products in

front of you. we decided to launch pancakes and some of the pancakes don't have your face on them but the one we are excited about has your face with a little powdered sugar and burn in. your producers could show you that. we have muffins, cakes, dressings. we have taken some of the core technologies that enabled us to develop the cookies and mayo and we are spreading them across different categories going deeper with partners at walmart, target, kroger, whole foods. we didn't start this just to be a mayo company. we started it to think differently about food and we are making it happen now. >> two things attract younger people to food. one is they like plant-based. we know it. second, they like food that's sustainable meaning it doesn't use a lot of water. which is the best-selling point for you when you go to a target or walmart or kroger? >> i think the biggest thing when you think about these

attributes, less water, less land, no cholesterol, less sodium, what resonates the most is free of crap. you don't need to use ingredients people can't pronounce for better food number one. number two is probably it's got to taste good. number three, it's the resource. it is less water and less land. but the secret and the key thing to look at in the future success is can we make products that always taste better, are always affordable free of garbage. if we can maybe we can create more categories into what we are trying to do which is lead the entire rev elusion in food that's not just good for us but inspiring other companies including our friends at uni lever, kraft and general mills to do better. >> where are you with uni lever. seems they declared war and now they want your kind of products. they are a big company. if they go against you, can they hurt you? >>. >> we wrote a letter in the new york times en couraging

23-year-olds to start companies that compete with us. we encourage big companies like uni lever, too. they launched an egg-free mayo product. a lot of people ask if we feel threatened. the truth is we feel encouraged that other good companies and unilever is good. they are seeing where the future is going. as you know, because you cover it, food is a trillion dollar market. not just one company that will redefine it. other companies will come along to encourage us to get better and hopefully end up doing more good, too. >> one of your investors is marc benioff of salesforce. he's talked about the need for younger companies that are private to test and come public. is that part of the conversation when he speaks with you? now that you have the products in different places and we don't have many stocks that do what you do, natural and organic, isn't it time?

>> it's closer to time. marc is an inspiration to me for a lot of reasons. he encourages me to think bigger and always encourages me to think of hampton creek though we are private as a public company and get ready for the public markets. i think it is something that resonates with me. all of the products start with the word "just." that means equity, access, fairness. there are plenty of people i grew up with in alabama that aren't accredited investors running hedge funds. i do think enabling private companies like ours to be able to connect with some of the good people makes sense. so we are trying to do everything we can in how we think about growing the team, how we think about categories, the profit margins to prepare for a day not in the not too distant future we are a public company. >> one last question. when the big companies do deals with you, are they trying to get millennials in or is it just all ages, all people that want

plant-based? >> i think, one, the big retailers like walmart, target, whole foods and krogers of the world realize the world is changing. doug macmillan gets it. the ceo of target realizes the world is changing and to stay relevant you have to offer products good for single moms looking for food they can trust. millennials is a segment, but i think they are looking way outside millennials at the single moms, older demographics that have more different options not just online but other retailers. if we can be a small part of making it bet er for them, we'll do it every time. >> josh, founder and ceo of hampton creek. good to see you and congratulations on the new items. >> thanks, jim. >> private company but very exciting product. "mad money" is back after the break.

>> announcer: lightning round is sponsored by td ameritrade. it is time. it is time for the lightning round. you say the name of the stock.

i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? time for the lightning round on cramer's "mad money." let's start with steven in nevada. >> caller: tell me about xpo logistics. >> they need to see interest rates stay low. it needs to do more deals. i think the stock is trying to bottom here. but, to me, it's too aggressive given the fact that it is a speculative stock. alex in south carolina, please. alex. >> caller: hey, jim, gw pharmaceuticals. >> we have sellgene, gilead, regeneron, am-gen and they are a better value. mary in georgia, mary. >> caller: jim, i appreciate you taking my call. >> of course. >> caller: assisting individual investors. >> of course. >> caller: i would love your opinion about tide water. >> tide water had a major move.

a really major move. today it was up big, up 12%. i cannot come on top of the 12% gain and tell you to buy it. it has to pull back. that move is based on oil going to 37, 38. if oil goes back to 35 you will regret that i said buy it so i'm not going to. sander in florida. >> caller: hey, jim. big boo-yah from the sunshine state. >> how are you? >> caller: doing great. how are you? >> good. i still believe in the long-term prospects of fitbit down 55%. again, listen, twitterati, i have been wrong. it's better to say i'm wrong than to say i'm early. i still believe. let's go to dave in illinois, dave. >> caller: dr. cramer. i like amicus therapeutics. >> i like it, too. but it is too speculative for me now.

when i see sell gene down, some of the other major ones like am-gen down i'm more excited. john in louisiana. >> caller: big boo-yah to you, jim. >> absolutely. >> caller: stwd in the roth ira, buy, sell or hold? >> yield is 10% which to me is a sign, a red flag. that's too high for me. i would rather hold it, find out what's wrong because it is too high a dividend. it yields too much. mike in new jersey, mike. >> caller: whoo! bristol-myers! >> bristol-myers traded up welle to the close. it doesn't matter. even at 66 i am a solid buyer of bristol-myers. one more. mark in california, mark. >> caller: yes. i would like to know about main street capital. buy, sell or hold. >> this is a specialty investment company. we don't know what they are in. i do think the stock can make a

comeback but it has to do it and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade. sup jj, working hard? working 24/7 on mobile trader, rated #1 trading app on the app store. it lets you trade stocks, options, futures... even advanced orders. and it offers more charts than a lot of other competitors do on 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 derivatives pricing model, honey? td ameritrade.

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don't fall for directv. xfinity lets you download your shows from anywhere. i used to like that song. has the long awaited shake out in the restaurants begun? the stocks are telling me that it has. we are seeing restaurant names pull away from the pack the way racehorses separate from the

field. perhaps it is an uneven distribution of the impact of cheaper gasoline with the disproportionately less wealthy spending more. maybe it's the relative value of some change versus ohs or self-help kicking in. whatever the explanation, the winners are creating dazzling outperformance. first winner, the obvious disruptor, mcdonald's. once derided as a silly idea the breakfast all day concept rocked their world. plus the ceo outlined a value package that has the franchisees controlling things and droling with possibilities. jack in the box, popeyes and even dying equity are feeling the wrath of oh mcdonald's with the former blind sided by easterbrook's prowess. i don't think shake shack is being hurt but it's gotten too expensive versus the rest of the group and the lower guidance tonight repeated the stock after the close. second i can't believe domino's was able to deliver double digit same store sales on top of amazing comparisons.

what's behind it? the endless technology roll out plays a roll with the ease of ordering and delivery doing damage to the mom and pop pizza shops that can't compete. the fact that prices haven't gone up in five years tells you all you need to know about the domino's value. domino's is just winning. the stock's move versus mcdonald's may make them wait for a moment for a pull back. i had an interesting exchange with the numbers on twitter this weekend. it was telling. most simply can't figure out how chipotle went from $400 less than two months ago to $534 today despite the e. coli outbreak. they under estimated two things. the balance sheet of chipotle which allowed them to buy back stock and the long term value of fresh and organic food. chipotle hasn't lost any of the hearts and minds of the millennials let alone stomachs. take it from me as the c letters

come down from the new york and the country puts e. coli in the rear-view mirror the same store sales will come back. i think chipotle is a buy even as it's up more than a hundred points from lows but you want to wait for a pull back for a better entry. next, yum brands is all break up and it hasn't rallied enough, if you ask me. the separation of the china and rest of world businesses may not be ideal from a timing perspective because of the decline in pizza hut in china. but the rest of world business has become strong. yum is putting the bountiful cash flow to use buying back a ton of stock now. people should stop under estimating the ceo greg creed and get on board. i think the $78 stock is worth 8 $90 a share. then there is panera bread. no matter what the ceo said how strong it is in army terms of lift or redesign. no one seems to believe it was

real. there was a dramatic acceleration in same storele sales. the enthusiasm was infectious as were the numbers. it's why panera is a big winner in the charitable trust. now it's true retail has been hard to divine lately. only value is working. everything else feels like it is in the cross hairs of amazon except target which got its mojo back and urban outfitters, people like that. restaurants? wow. some of the companies have so much game. it's clear who the winners like mcdonald's, domino's, chipotle, panera and yum are. i think these winners are all worth owning. many right here and the rest on a pullback. stick with cramer.

the cat and the fiddle, the cow jumped over the moon... then quickly fell back to earth landing on the roof of a dutch colonial. luckily geico recently helped the residents with homeowners insurance. they were able to get the roof repaired like new.

they later sold the cow because they had all become lactose intolerant. call geico and see how much you could save on homeowners insurance. i want to make it clear in the last hour we saw a lot of stocks go from one and change to two. i'm not going to detail which ones, but i will tell you i don't trust those kinds of stocks. i recognize that oil and gas are going higher but please try to pick ones that are actually somewhat solvent and aren't going to just backfire if oil retreats which i do expect it to do at some time in the not too distant future. i like to say there is always a bull market somewhere. i promise to find it for you on "mad money." i'm jim cramer. see you tomorrow. lemonis: tonight on "the profit"...

andreas: meat in the gyro? lemonis: ...my big fat greek gyro is a small franchise with a growing footprint. are you guys still in love with this business? -mike: i am. -kathleen: i am. lemonis: already, there are five locations up and running. -how long have you been here? -jace: a little over 3 years. lemonis: and as the business has grown, so have the problems. mike: you're my partner. you can pick up the slack, as well. kathleen: you're gonna put it on me now? lemonis: husband-and-wife team who started it have no idea how to run it. rich: i've lost respect for mike as an individual. lemonis: their food misses the mark. they're actually terrible. andreas: you don't like them? lemonis: no. their branding is all over the place. hamburgers and hot dogs? and the franchisees aren't getting anything close to the help they need. kane: the only help we ever got from them was on the first of the month, they came and picked up their royalty check. lemonis: for this business to survive,