a seller. >> all right. i'm melissa least. thanks so much for watching. see you back here again at 5:00 for more "fast money." meantime, don't go anywhere. "mad money" with jim cramer starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. 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 some money. my job isn't just to entertain but to teach and coach you. call me at 1-800-743-cnbc. or tweet me @jimcramer. we are finally free to look at the merits of individual companies. we are free to stop fearing that

parts of the economy are too good. we no longer need to be frightened that strong earnings mean look out. the federal reserve will make that earnings number the last good quarter. what a welcome relief. [ applause ] as march goes out not like a lion or a bear but a bull, the dow gaining 84 points, north carolina up .47%. how did this happen given how bad january was? i think we need to listen to the cautious janet yellen, the fed chief with the common touch who doesn't want to bring down the economy or bring down the world. which is what january did, didn't it? until she spoke yesterday we had to presume the economy was like a child. when you have too much fun, somebody's going to get hurt. yellen changed the narrative. she said things are more fragile

than they seem. she may feel there is too much fun on main street but there is no party. there is just a lot of people who aren't doing well and a few doing very well. yellen doesn't want to make the have nots worse off because of the so-called experts including people in the fed who think money is too easy. now let's look at the new world where we can judge individual industries and companies without having to worry that the rug will be pulled out from us at any moment. the main thing we don't need to fear at least after the speech is that super freaking strong dollar continues to soar. we know concern is off the table because yellen has had enough of other countries stealing our jobs and dumping goods on our shores. she doesn't want the u.s. economy to be a pinata for overseas competitors. she knows a strong dollar is doing just that. she's why central bankers

devalue their currency to take business away from the u.s. she said she's not going to tolerate it any longer. we need to look at the companies that were hurt badly by the dollar. their fortunes or the stock fortunes could be reversing. let's start with one people don't think of -- the airlines. this group trades at about a third of the stock on the s&p 500 even as the airlines make more money than ever. they are returning record amounts of capital to shareholders. why are people buying the stocks? wrong question. the buyers are reluctant to purchase the stocks of companies hobbled by the strong dollar which has crushed tourism and travel in the u.s. continental, american and delta are selling at six to seven times earnings because they were losing business because of the strong dollar. how else do you describe how alaska air trades at 12 times earnings. almost a 100% premium versus the big boys. they don't have foreign exposure. isn't it saying something luv

which flies through texas where low oil is sapping the economy is trading better than the three major airlines? it doesn't have the dollar exposure. buy the airlines. speaking of transports you should pay more for the railroads because they ship commodities from coal to lum we are to chemicals and love better numbers. next up, obvious, tech. this group has been decimated by the strong dollar whether it is ibm, alphabet, apple, broad comm they have had to handle gigantic currency swings. before you buy the stocks, it was a great conference call for ibm. it's tough to listen because the pain of the strong dollar makes your head swim. listen to tim cooke talk about apple hurt by the dollar will make you scream. apple has more international than domestic. they are doing well enough tow you don't have to hear about it on the call but i bet you will

this time. microsoft will do well if yellen is holding the rally. same with adobe, salesforce.com, oracle and eccentric. those companies could kill it here. that's why the stocks are roaring. the consumer product companies are expanding in europe. they have had their heads beaten in by unilever. i want to highlight procter & gamble and pepsico. the strong dollar can soar. procter put on a tutorial on how little it makes so much of the merchandise over seas. you felt bad for them. pepsico is jumping the gun because people started to figure out the bounty it can take in if the dollar has peaked could be a massive switch. not going to wait for the conference call. they are betting out of it. you want amazing? here's two. these two are so good here. estee lauder and j & j. they sell more than half hair goods in other countries. i can only imagine how much they

will raise guidance for 2016 now that the dollar has peaked. higher prices and don't forget mcdonald's. i don't care if chipotle goes into. i don't care shake shack got upgraded. we know ceo steve easterbrook sent the stock rising higher. you ain't seen nothing yet. at the same time the dollar is declining the price of beef is going down. listen to sonic ice quarter. a lot of ways to win. few companies do as well as industrials. general electric started buying from the international trust. ge has been up against so many foreign industrials in so many areas it's unfair given the backing their banks have given them. like ge is playing with one hand behind its back. buy back more stock. especially if it gets out of the view of the federal government. you think the stock of united technologies is down just because of the important

honeywell bid. no. business announces above the price and trade when honeywell made its offer. that's hot, too. weaker foreign currency is the bane of its existence. same with 3m which gave cautious guidance. do your homework. it gave stretch goals. that's what the ceo does. why can't people just do some work? work's no fun. better to watch ball games. i get that. not what i do. even ford and general motors can be a tepid buy. yellen cited housing as an area to do better. kb homes rallied after the monster announcement last week. especially the amazing west coast holdings. how can they stay independent now that yellen doesn't want to crush housing. i'm so used to hearing the fed wants to cool housing but there is a shortage of new homes rent

is out of control. yellen knows it punches above its weight. you have winners, winners and more. the fed chief decided not to behave like a general from vietnam who wants to destroy the village to save it. yellen wants it to prosper. she wants more jobs, higher paying jobs, wants people to do well. she won't take away the punch bowl before the party gets started. what's not to like? georgia in florida? >> caller: hi, cramer. i bought nxp semiconductor last summer. ever since it's gone down. what do you see for the future of the stock? >> buy more. nxpi had a good quarter, not great. people think it's tied up with apple payments but i don't care. did you see where the broad com has gone? where ivago goes, i think both sky works and nxpi follow.

call me a buyer georgia in florida. florida in georgia. philip in michigan. philip! >> caller: hey, jim. this is philip. i would like to give a shout out to the university of michigan, go blue. what do you think about sony in the long term now that it is entering the virtual reality? >> facebook will own virtual reality. facebook is down. stock's been hot. we are going to buy facebook even though ok luis can't move into it immediately. people liked me in the get-up last week doing the visual reality from that private company. a lot of people said how was it? i said pretty good. mike in virginia, please. mike. >> caller: hi, jim. thanks for taking my call. >> my pleasure. >> caller: listen, i took a bad ride a few months ago with 3d and it looks like it's starting to turn around. i'm curious if i made some

purchases with options how it might be if i looked out four or five months. >> it's a cut throat business. you know, 3d. it's not -- look, i would rather own ibm, hp. so many others are better. don't go down. try to own something that even looks like the best of breed. microsoft, adobe. those are real tech companies. salesforce. what's not to like about what yellen is doing? she changed the narrative to give you more winners. hey, sorry. on "mad" tonight, i have a largest payroll in the land. don't miss my exclusive with the head hon choe of paychex. is this what it sounds like when doves cry? yellen's stance is historical. and a copy of the break up play book. i'm telling you the xerox split could make you money.

this is the surprise. 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. at mfs investment management, we believe in the power of active management. we actively manage with expertise and conviction. so you can invest with more certainty. mfs. that's the power of active management.

with the labor department's big bad foreign labor department coming few businesses have a better understanding of the job market than paychex, payx. the number two payroll processor in the nation specializing in small and medium business where is most of the hiring happens. they have a human resources outsourcing division. they reported with the company delivering in line earnings up 7% year over year. the stock closed down more than a buck or 2.2%. they are hostage to the federal

reserve because they collect interest on the money there between when the clients fork over the payroll budget and when you cash paychex. this is one of the few companies it's time they benefit from a rate hike. it seems like yellen is unlikely to tight more aggressively they are paying a 1.35% yield. let's check in with the ceo to learn about the quarter where the company is headed. welcome back to "mad money." >> good to be here. >> on the positive side you noted that the net payroll client growth year to date, strongest since the great recession. >> that's right. we are feeling good. it was a solid quarter. good selling season. we are seeing a lot of growth particularly in the mid market. the 50 plus employee clients. we had a good selling season. like you said, year to date net client gain is the highest since the recession. >> it seems weird

geographically. some areas aren't doing well and some are doing great. insight on the ones that are doing great and those not doing that well? >> based on the small business index yesterday it's very much on the coast. the coasts are the strongest right from the southeast. the florida, georgia region over to the west coast up to the washington state. those are the strongest whether it's high tech jobs or construction on the south. in the middle central part of the region, not quite as strong because they are impacted by energy, lower oil prices and decrease in fracking work. >> when you listen to the fed chief yellen, who i think is actually speaking for the common person not making that much more, you look at the other side of things and see as you did in your conference call that per client in the quarter they moderated. she's not off base with what she wants to do. >> we do look like we introduced the small business index yesterday. it's the highest increase in the

first quarter. for the last three months that's the highest three-month increase in two years in small business job growth. on the other hand, small business job growth is coming well. we did moderate a little bit in checks but overall things are going good now. >> how much of that small business growth would be service, restaurant, retail and how much small scale construction. where i see real pick-up. >> well, it definitely is leisure and hospitality and other services. they have been the strongest . they are having the best growth. these are discretionary services and some of the jobs are part-time, jim. we are seeing that. construction picking up in the southeast on the west coast and we see it in the housing industry. although new starts, new housing starts are flattening out a little bit. we have seen the construction up as well. >> not booming, but not bad. the human resources business has been so great for you. 39% now versus 61% payroll.

if the fed doesn't raise will there come a time when human resources is 50/50 with payroll. >> i think it will. it's been growing double digits for years. we see no end in sight in sales and the revenue side. it is growing well. we are adding more product. we are selling more full bundled product up front. not just payroll and then selling ancillary and hr product but now we are selling it up front. clients need it at a lower level because of the complexities out there. >> a lot of analysts are saying, listen, affordable care act. we'll cycle through it. i felt some of them were saying, is it one and done? to me it seems that's not the way to look at it. there is more regulation every year. it doesn't seem to matter even what party. there is more regulation. therefore, there are more ways to get in trouble. if there are more ways to get in trouble the way to stay out of trouble is hire paychex.

>> you're right. whether it is the affordable care act we still see at least one more wave of that increase ing the sales. also like overtime regulations. we talked about them. they will be coming out in the next few months. big increase in time and attendance solutions, mobile punch. they need more time and attendance information for overtime. and there will be all kinds of need for wage information and outsourcing. it's more complex at all levels of business today. >> when you go for the bundle there was a great moment in the conference call where you describe what your business was like ten years ago versus now. i want reviewerers to know. ten years ago they said, hey, no fed rate hike, sell. the business doesn't look like that now. because of what you have done. >> right. first of all, it's more technology. in the last five years we made a significant investment in technology. that's what the clients want on top of the service options we have given whether you are

served by multi product centers to handle your products all in one place or 7 by 24 service. the other big change is clients need more at a smaller size in business and they will take it up front. they don't just buy payroll and we come back and sell everything else. we sell you bundles up front. you don't look for payroll. look for hr support including payroll. that's the way we are selling to you now. >> you had a great quarter t. stock is emotional around earnings and then a few weeks later it's up nicely. good to see you, sir. thank you. >> thanks, jim. good to be here. >> good yield, good growth. my kind of stock. >> coming up, service corporation international has been outperform ing in the funeral home and cemetery business for over a decade. but can this recession-proof stock continue its long life? cramer sits down with the ceo just ahead.

she fooled us again or maybe we are choosing to be fooled. one week, just one week after janet yellen spoke in alleged unity with the federal reserve several fed members felt compelled to say she was wrong and we need rates higher and need them now.

fortunately yellen doesn't seem to be listening to these malcontents. the get on with it crowd is still so noisy after what she said yesterday is still so powerful it's disheartening because they don't recall what get along with it meant. time for a refresher course. first the dollar spike which caused further erosion of the competitive advantage and the terrible currency translations around the globe. go to mexico. the peso was 11-1 not that long ago. after the december rate hike the wealth affected the stock market and vanished. how many times do we have to hear 2016 was finished because the stock market was down from january. as goes january, so go it is year. far too many people are sold on that nonsense. whatever when the fed raised rates and heard about the horrendous losses the banks

would experience some heard $300 billion. that was a tightening. look at the bank stocks. they still haven't come back. tenuous foreign debt particularly brazilian debt could have led to an implosion. don't forget the european banks are back, too. the companies with sizable overseas business had to throw up the white flag. no way u.s. based companies would do anything but extrapolate the strong dollar. as i said, yellen's speech regardless of what happened with friday's unemployment number allows us to breathe easier going into earnings season. six, retail sales have been an outl outlier that was good. the numbers back then were high. revision took good news away. it wasn't worth celebrating. the truth is things need to be measured. okay? there is no hurry. especially because with the exception of hiring everything is softer than it was last time the fed tightened. the lock step jargon is all about the notion of wage growth

in an era where a lot of employment growth is in low paying jobs. many higher paid jobs were in the oil patch. yellen understands that we are here for a large swath of executives saying digitzation reduced the value of the marginal worker while their health care and rent are going up. the decline in oil doesn't make up for it. there is an increase in part-time work and she noticed it is a struggling work force. let me give you the wot bottom line. janet yellen has a flexible brain and uses it. she doesn't care if some of the rebellious underlings grab the mike because she owns it. thank heavens for that. bailey in north carolina. bailey. >> caller: hi, jim. boo-yah! >> boo-yah, my friend. what's up? >> caller: oh, man. thank you so much for what you are doing. i'm a new investor looking at bank of america. you have helped me out so much.

you are the best. you're like super man. >> i'll be like batman against super man. i screwed up with bank of america. bought it, believed they didn't have much expo sure to oil companies, was fooled by bank of america. feel awful about it. one of the worst decisions i made this year. talk about the good ones and the bad ones. bank of america, no. i don't want you in there. they do not have the central bank's ability to buy back stock, add the dividend and the book value is well under it. don't join me in the house of pain bank of america. bank of america, come on, man. public company. open the books. show us what the oil loans are. show us their names. tony in illinois. tony. >> caller: jim, great show. >> thank you. >> caller: my question is about amazon. seems like the stock is off its highs in december by about $100 a share now.

is it a good time to buy? seems like it is creeping back up again. >> here's the thing with amazon. i took heat on social media. the wife said, okay, enough already. she likes facebook. here's the problem with amazon. they want to spend more money to win again. they are in a win and spend situation. when they are in it, it's not the best time to buy the stock short term. longer term i believe in amazon. short term, maybe the quarter can't great. but amazon, like facebook, like netflix, like google now, alphabet. great long term growth. willing to take pain, amazon will be fine? they want to spend money now. that's what they want to do. it's what they do. some people get disappointed. tailor in louisiana. >> caller: i've got energy transfer equity, ete. it's looking to buy out williams companies, wmb. i wonder if one will be a great buy now. >> i don't know. the one that would be a good buy is etp.

my charitable trust sold it. seems like a red flag. i recommend a lot of fossil fuel stocks here. schlumberger is the exception. i still believe in oil every time it goes up to 40 and change it will bring out more oil and it will go right back. that's self-fulfilling. six reasons yellen was dovish on trade. she gets it. there is no gun to her head, no hurry. more "mad money" ahead. could carl icahn make a smoother split? xerox's decision to separate and nothing's certain but taxes and death. my investment that's in a business that isn't going anywhere. all your calls rapid fire in tonight's edition of the lightning round. so stick with cramer.

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every now and then you see a chart that surprises you. it makes you want to rethink your approach to the underlying business. right now that's how i feel about xerox, a company that was written off as a dog by wall street because of the long history of under performance. yesterday i got an e-mail from a fabulous technician. he's also a professor at a college and my colleague at real money.com. he pointed out something big seemed to be happening on the kpe red sox daily chart. he points out the stock has been working its way higher since xerox made an important double bottom in january and february. you can see it right there. it's been rallying so hard the stock is above the 50-day and the 200-day moving average.

it's not just that xerox is moving higher. the stock is on the verge of a major break out. check out the on balance volume, the line down here near the bottom of the chart. this uses volume to measure the volume of buying or selling pressure in a given stock. in the case of xerox it's been creeping up since january. you can see it's going higher. you can buy it much more aggressively. xerox is coming back into vogue. the stock can break out above 11. you know that's a few cents above where it's currently trading. right down at 11. well, cambridge thinks it could be a quick run to 13 and maybe even higher. xerox. when you see a chart like this take a dramatic tush frn for th better assess what you think you know about find out what's happening which is why as soon as i heard from kamich i did

some digging into xerox. hadn't done it in ages. the company decided to break up again in january. i thought it was bore ing. the plan being split into document technology business would be the market leader in printing and copying that xerox is known for and a business processing outsourcing business which is part of the company that's going well. i said, how much value is really there. even though i generally love break ups the news that xerox was splitting in two wasn't enough to make me excited about the stock no matter the time frame you look at. maybe you wonder if the breakup, we are looking into it too much. we did some homework. do you know what? xerox really seems to be getting its act together to say this perennial loser is well on its way to becoming a genuine winner and i think that 11 can take out the 13. that's going to happen. that's right.

i'm saying it's time to unleash the hounds. >> all aboard. >> it's time to -- [ buy, buy, buy ] >> the stock of xerox. before everyone on twitter tells me i'm an idiot and my wife said enough with the twitter. she likes facebook. she said facebook is okay. but not twitter. let me make it clear. i know the company has problems. xerox is an ancient business struggling to adapt to the increasingly digital world. the document technology meaning printers and copiers synonymous with the brand has been in decline for some time. sales down 10% over currency basis. meanwhile the business process outsourcing division which is the service side has been stagnating, too. flat sales on a currency basis nowhere near strong enough to off set the weakness of the printing business. last year was in a nasty decline, too. i recognize there are issues.

however, i know after a string of disappointing quarters, management tried to do something big north to take it. so much because last november carl icahn got involved in the company with a plan to talk to the board about options for unlocking the value. when kpe red sox reported in january the ceo announced the decision to break up the company into two divisions. document technology, office machines and a business processing outsource company focused on back office services. she said the split should be complete by the end of the year. we have time here. the chart says we don't. the chart says the stock is ticking higher. the ceo put a lot of money under the same roof. the printing and copying can focus on coasts and becoming a cash cow. much more appetizing than the current yield. the industry might be in decline but xerox is the market leader for the hardware.

they could squeeze a lot of value out of the industry. i like the business process outsourcing side. it can be a growth play. these guys do outsourcing including health care solutions, finance, accounting transaction processing, human capital management, prepaid services and other areas. even though it's been stagnant it could deliver profitable revenue growth for the u.s. economy. fact is if the outsource market is growing, xerox has the number two market share position right behind adm. it does a lot of stuff paychex do. the outsourcing business could double down where it dominates. that's what the chart is showing. in addition to the break ups the transformation program is generating $600 million in cost

cuts which is already in place. that means combined cost savings of $2.4 billion in the next three years across both sides of the business. that's huge. put it all together. you know what this reminds me of? a lot of people didn't care about the big hewlett-packard break up. they were in a rut. the old hewlett-packard broke up into hp inc. for the slowing pc and printing and hp enterprise which is the business processing outsourcing division. since the spin off is flat. hp enterprises is up more than 21%. average it out, 10% gain for the break up. s&p down over the same period. you've already got tremendous value.

while you wait it's worth pointing out xerox gave better than expected guidance. no one cared much. the company gives you the bountiful dividend with 2.8%. the pay out is safe because the cash flow is amazing. even after xerox's run up from the february lows you're not catching it at the bottom. the stock is 9.2 times next year's earnings estimates but i can't find a tech company as cheap as that. even ibm is down there. they are cheap. what can i say? cheaper than that one. it's saying something. they have a huge cost cut program that could boost earnings. the company earnings are depressed and the multiple is small. bottom line, sometimes it's worth taking a cue from the charts. when bruce showed me the strong xerox chart i rethought the whole story. you have to see how similar this is to the hewlett-packard break

up and the stock is worth buying. deeply hidden within the confines of an aging and what i call a very dated company. "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." john. >> caller: boo-yah, jim. should i be long on tinder morgan before earnings are released in two weeks? >> anything is possible. i lost faith in kindermorgan. jeff in michigan. jeff. >> caller: jimmy-mac, this is jeff with a great lakes state boo-yah to you. >> a lot of michiganders. what's going on. >> caller: i want your thoughts on my stock, olly's bargain outlet holding. >> haven't been to one. can't opine on it. gray in california. gray. >> caller: jim!

>> yeah? >> caller: netflix. >> i like netflix. why? the opportunity is bigger than the stock. it's a worldwide network and should not be constrained by the lower market kaptzation. isaac in pennsylvania. >> caller: hi, jim. edwards life sciences and the number of analysts have a target price of 88. would you consider holding the stock? >> it's way too cheap. they have the better mouse trap. you don't have to crack open the chest cavity good for those in their 60s, 70s and 80s. strong buy. stef nn texas. steven. >> caller: boo-yah from big d. >> what's up? >> caller: thanks for 11 fantastic years. >> thank you. >> caller: domino's pizza. jumped over 15 points in one day. since then it's just around one

price. it's just back and forth. >> oh, come on. we have to give patty a break. would have been point blank patty doyle and tim cook. the championship hasn't happened. okay. i think you are fine. i think you are fine. i wish patty doyle should have included you. pierre in washington. pierre. >> caller: a big tacoma boo-yah to you. >> wow, okay. >> caller: mtz, cuban, america, florida based infrastructure company. >> not my fave. infrastructure company is run. i'm not going to go there. believe it or not i like eaton. it's been a long time since i felt good about the stock. bob in illinois. bob. >> caller: hey, jim. my question is about hanes brand

international. >> too much competition. i like tgh and i was too conservative on lulu lemon. bart in texas. bart. >> caller: this is a texas aggie. >> all right. >> caller: lly has taken a hit lately. do you have a buy on it? >> here's the problem. i expected more from the alzheimer's drug and others did, too. we'll hold off. that was disappointing. and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade.

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taxes. that's timeless wisdom. this is the best time of year. the reality is morbid as it sounds death is another story. if you are feeling existential and want to play on the inevitability of death allow me to introduce you to single largest player in the death care space. the number one operator of funeral homes and cemeteries with over 1, 500 of the former, nearly 500 of the latter across the united states and canada. they have a 16% market share which is enormous. this is a highly fragmented business where small players control 75% of the market. the numbers tell you that all the other large consolidators in the group add up to 70% which means they are in a legal of their own. they have a long history of making acquisitions to mop up the competition and allowed the stock to put up incredible numbers pulling back down 6% today. clobbered the s&p. the company took on a lot of

debt, and they are restructuring the balance sheet now to postpone major debt maturities without a problem. when they reported the latest quarter in mid february the top and bottom line came in below expectations though the guidance is solid. is it worth betting on the death care industry? the chairman and ceo will tell us where the company is headed. welcome to "mad money." >> hey, jim. >> have a seat. service corps is a stock when i was at goldman sachs people said it was a growth company and it still is. obviously because of the baby boomers, but this has been a consistent glower over time. is it because people want to sell their funeral parlors and cemeteries to you or you just have a good cash flow? what's the secret? >> what's happened is these businesses are generational. they have been family businesses

for a generation. they are ready for sale when the sellers are ready to sell. we don't force the transaction. we want to buy them right. we try to create a culture where we create opportunities for the employees of the company. we create opportunities for the former owners to stay involved. so, again, we'll grow the business along those lines over time. and invest capital wisely. if not we buy back shares, shrink the equity. >> 40%. you have a huge amount of stock. >> we have. it's a great cash business. particularly the funeral business. they are separately regulated. the funeral business is a steady cash flow. it is dependent upon the number of deaths in a year. you don't get a lot of growth on that side of the business. we can sell cemetery property, recognize revenues today and the cash flow goes in our pocket today. that's generated a lot of the organic growth and allowed us to deploy cash to shrink the equity

base. >> it doesn't matter what race, religion, creed, nothing. you have been able to -- how can you do that? how can one company handle all the different kinds of services? >> it take as lot of learning. we have a platform called dignity university which distributes the strategy. people think the funeral businesses, one is like the other but they are different. it's probably the only business i know that today, even the federal government would say this. it's divided ethnically and divided again focus toms and traditions along religious lines. for instance in southern california we have a vietnamese business. you have to know with that population they want a room for three to five days. they will stay there 24 hours with the deceased, pray, want to eat. not every funeral home can do that. we can take the knowledge and where there is another large vietnamese population in houston, we can outfit our

funeral homes and cemeteries to match their needs. >> how has it changed over the years with the internet? >> a lot. think about the car business. people shop and look at information on the internet and try to learn. at the end of the day they want somebody sitting across from them, talking them through the tough time. you mentioned before this is normally the worst day of people's lives. our job is to make it easier and better. >> just so people understand, funeral has very different growth patterns than cemetery. both are strong. stronger in one than the other but that can change? >> it can change. i think there are 22,000 funeral homes in canada and the united states. there are probably 4,000 for-profit cemeteries. it's a much more distributed business than the funeral business. there are 120 cases per funeral home if you think about that in the united states today. that's not an efficient

business. every third day you are providing a funeral. another time you will have two today and won't have one for five. that varies across the country. cemeteries, there are not a lot of new ones being built. >> this has been a strong stock. i urge people to read the presentation. it's beaten the s&p continually. the growth rate is accelerated. tom ryan, chairman and ceo of service corporation international. you may be able to ask about it. i like it. now we have heard from the boss. stay with cramer.

first i want to congratulate kelly evans for a fantastic interview with alan callen. great job. let's talk about two things i didn't talk enough about. banks tonight do that well in this environment. they are so oversold they were due for a bounce. that's what i think wells fargo did. i wouldn't bet against warren buffett. my charitable trust owns that stock. you see what happened when oil got to 40, 42. oil comes to the market. rusty brazil, the guy i used from rbn has laid this out. there are a lot of fields that get opened up as soon as we go to 40. it's self-fulfilling. you don't need to sell the airlines because oil went up. there is always a bull market somewhere. i promise to find it for you on "mad money." i'm jim cramer and i will see you tomorrow.

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