there and said, this is how much we're going to do. >> conspiracy theories? >> these guys have not hit their numbers ever. i remain skeptical. thanks for watching. stay tuned. "mad money" is up next. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. call me or tweet me @jim cramer. got to have some growth somewhere in the chain there has to be some growth. without it. or at least the hope of it you get into a pattern that sends

almost everything down like we saw today. sell, sell, sell. where the dow shed 100 points. s&p 500 sunk 25% and the nasdaq tumbled again. in fact today's session was really a continuation of yesterday's sub optimal action. the primary gauges of growth are flashing red again. first there's oil. suddenly coming down again. when crude was up, it looked like our stock market could have another rally. then a big build-up causing the price of crude to plummet. when oil goes down, everything can go down. we've long since stopped caring whether any consumers benefit from oil. all that mat speakers weaker oil means the industrial recovery which we've come to expect after the runs might be sold out.

we've been expecting it about 750,000 barrels. instead we got 2.78 billion. that's way too much. judging oil through inventories on any given week has been a total fools game. oil did creep back up into the black when we forgot about the inventory numbers. but still spent most of the session down. second, the raw materials that i talk about. chiefly to china. that's how we gauge the shipping. has had a remarkable run since the bottom in february to last week. now it's been down for four straight days. it is so sensitive that people are actually freaking out about it. bad news for the bulls. another crucial part of growth. free port, that was hotter than hot. any stock that goes from $14 to $11 in three days flat, that will disturb people. third, the dollar had had been behaving itself got a little

stronger. lately companies have been suggesting that analysts raise numbers. thank you for doing that, pfizer. we've seen so many industrial stocks soar because of weaker dollar that the pullbacks are breath taking. after two eager up days, some had simply delayed reaction. the big engine maker went up after a weak quarter yesterday. then it came back to earth today. some of is it about gains that shouldn't have occurred. the 160 to the $100 level. given that it was $84 two months ago. it was slightly more than 100 from honeywell. but then kept climbing. you had to wonder what the heck united technologies was doing. fourth, interest rates which

were going up, giving breathing room have suddenly stalled out. yeah. a little less job growth? i don't know. these rates are coming down. they do a survey ahead of the big number on 40. some people think it is a harbinger. no sustained rally in the stockton can occur without the banks going along with it. so they'd better pray that it is not dispositive. if we don't get a lot of jobs created, you will see the same thing. then health care. biotech looked so promising a week ago but now it can't seem to rally to save its life. it was a pretty good pipeline. they are getting slaughtered.

they gave us a forecast that fell far short of what wall street was expecting. when the airline stocks do poorly, people wonder about the demand for new aircraft. they question the staying power. secondly, i can't even get my head around this. i think some of this comes from acceleration of cloud adoption. that's what we were told last week. they don't need as much storage hardware as more data gets moved to the cloud. it is also about cell phones. app didn't deny the slowdown. they just said it was a pause and it could do well anyway by taking a share from android. a competitor. nonetheless there are a lot more

losers than winners. cell phones are slowing. hopefully corvo helped turn corner. finally the election. it shouldn't be a shocker that donald trump is going to be the republican nominee for president. i think it is dawning on people that he is a rock hard protectionist. many of our companies know business will be tougher if we have trade wars and it sounds like he wants to instigate a few. even though bernie sanders has no chance of winning the democratic nomination bigger staying in the darn raises pushing hillary clinton to the left and preventing her from saying anything remotely pro business. at least until after the convention. on the surface, neither party's presumptive nominee is all that hospitable to business and right now the service is all that matters. so why not give up? we've had a good run.

we know the future may not be as good as the past and we have sellers everywhere. if you believe the major themes that propel us from that february bottom in february '10, this is not the time panic. oil starts going back up like did it at the end of trading today. i've said for months, when we get a sell-off unrelated to the sell-off of unrelated companies, you don't want to chase stocks. that's bad form. when you reach for a stock you might be overpaying. bad form. when these declines hit, that circles back to what really did well. people got too bullish and it is reasonable. a rational sell-off. those create opportunities. i believe in a rolling bull market.

so here's the bottom line. remember i said in friday's game plan that the market goes up a half percent but then spends the rest of the week going down. and we are now in that phase. don't freak out. too many company have given you good outlooks that are not dependent on the reasons i gave you for the slowdown. especially the consumer package goods. look at the ones we went over for when this moment occurred. we like smucker, hormel, cam bells assume, we loved mcdonald's all time high today. kellogg, kimberly clark, consolation brands. that's this week's raging bull. that's where the money will be made. ron in new jersey. >> caller: thank you for your show. i'm a new listener and i'm learning a lot. verizon has been happenered the last couple of weeks. there is no end to the strike.

is it a hold or a sell in. >> it's a buy. i think this is one of the rare opportunities when they are not on the run. they have iphones coming up. i think it is terrific. let's to go braden in california. >> caller: my question, the stock just got crushed after the reported earnings. i bought it shortly after that. on monday a thought that i am a might be a better month for them. shortening the stock with the exposure to china. companies have a great ratio among competitors. huge dividends. should i hold on to it? >> it wasn't that great a quarter. it doesn't like china. a lot of them are speaking out.

these guys, they have big mouths. they're doing it for charity. so we're going to give them a pass there. you ought to make up your mind about this. let's go to greg in west virginia. >> caller: hey! a 70-year-old retired gentleman here. i've been watching for the last six months. and it has 9,000 lawsuits on it. what's the deal? >> you know, look. we like it. we think it is a very inexpensive stock. i think it is good. i like the stock. this pullback is not worth

freaking out about. >> i think worth taking advantage of. you have to understand which stocks will work right here right now. there's a rolling bull market out there. i'm here to help you find it. people just, is hayne one of the consumer markets you should be buying? we're going to look inside a bit of a whole foods after hours report. and i'll tell you if the online goods emporium can head higher after today's huge hand made rally. then the company that w the strongest numbers for technology. i've got the ceo. stick with cramer.

what stocks managed to defy the averages today? how about haines celestial? the natural food maker. health fat valley. they're all right behind me. greek god yogurt. here's a name that had been down and out for some time now. starting last august, they saw the stock get obliterated. down to 33 and change. the company reported some mixed results. with an environment anything less than perfect. however, they managed to rebound back to $41 as of yesterday. then an select quarter. more than 9% higher. it came in higher than expected.

and it generated some solid organic growth which is what we were really looking for. the company, the big headline was the major reorganization. would it generate $100 million over the next three years. it has embraced the need to slash costs and i think it could have a lot more room to run. especially since it is cheaper than the average. don't take it from me. let's check in with irwin simon and find out more about the quarter. mr. simon, welcome back to "mad money." >> something crazy happened. some of these brands with minus 1% growth, they became more, they became valued. and then over valued. now it looks like you're fighting back. >> every one of these companies, the consumer companies talk about their products. everything they want to focus on

is health and wellness. that's where we want to be. this whole gmo labeling. we want to figure out how to do that. 99% are gmo free. over 40% are organic. over 71% have 13 ingredients or less. we're there. and listen. i think as the markets change, we change some numbers. and basically, aupsd earlier, the market out out of love with hain. >> it did. you adjusted. you identified four underperforming brands, good brands but not up to your snuff anymore and you fixed it. >> we started in 19 people in from scratch. we stuck to a common denominator health and wellness. everything we bought was around health and wellness. and brands that went out of our favor. we didn't give them love and they declined. they were still part of the portfolio. as our business got more complicatedering with sell in

over 70 countries. we have 39 plants around the world. our business got more complicated. i decided, let's call in some outside help. >> not like you. >> and i brought in some outside help. to come back, all these big companies. how do we get to $5 billion? how do we simplify? how do we look at the structure? we were able to help today. we'll focus on baby and snack and grocery and personal care business. and our protein business. >> double digit growth. that's a big change. we're coming off this whole strategy that they had in place.

we had a lot of displays through the holidays and previous years. we did get placement in other parts of the store. so a lot has happened at hain. everybody come back and says your brands consumers don't know. the big company are coming after you. they say we'll to have start learning more about arrowhead mills is up against some big guns now. >> and step back. 35% of consumption is coming from millennials. they want clean and green. millennials trust our brands. from a standpoint, yes, we'll to have spend more money on marketing. >> that worries people. >> we're able to take costs out of of our supply chain. those dollars will go back into

a brand. what i'll say if you look at our categories and you look at hain, this is what consumers want. bone broth. organic peanut butter. greek god yogurt. >> the good news is almonds came down. >> almonds came down in price. >> i have to tell you. it is amazing. when i'm out there in stores and how consumers are hook for healthier products. i just came back from the u.k. the third worry on consumers' mind besides the financial whereabouts is health and wellness. so health and wellness is on everybody's minds today. and hain is right there with the categories and manufacturing and sourcing. >> when i look at this, we mentioned walmart and target. where does whole foods fit in for you? >> whole foods is our largest customer. if it grows?

>> he know they came out with earnings. they're getting together and purchasing. costco. today is one of the biggest sellers of natural organic. amazon. it is our biggest baby food customer. consumers want natural products. i had someone say we sell wine, cigarettes and chocolate. and we're supposed to sell healthy products. can you help? >> we want chicken wouldn't antibiotic-free. i saw 7-eleven saying we're going to cage-free eggs by 2025. hopefully i'm around by then. >> exactly. so we're there with that.

and that's where we'll continue to go. >> that's irwin sim orange president of hain celestial. coming up -- >> this titan soared above the clouds after reporting last month. does it have the processing power to keep its wings? >> the valuations as well. >> cramer is checking in with the ceo. just ahead. every day you read headlines about businesses being hacked

and intellectual property being stolen. that is cyber-crime. and it affects each and every one of us. microsoft created the digital crimes unit to fight cyber-crime. we use the microsoft cloud to visualize information so we can track down the criminals. when it comes to the cloud, trust and security are paramount. we're building what we learn back into the cloud to make people and organizations safer.

i can't believe i'm saying this. has the online marketplace for union like hand made goods that we correctly dismissed as a joke when it came public a little over a year ago finally become investable? for all that i've relentlessly made fun of this company as a hippie dippy outfit, it didn't

seem concerned with making a profit. after the quarter they just reported, changing my view. i think -- that etsy is worth speculating on. to those of hue don't remember, brooklyn based etsy was one of the worst. it was simply awful. to come up with a $16 a share and people like the product so much. it spiked tomp 30 on its first day of trading. all sorts of hype about how it was reinventing capitalism. after that initial pop it was all downhill pitch the time i commented on the stock less than a month later it had traded down $20. i told to you sell etsy. that was right. they said the operating spenlss were about to ramp up. sure enough it turnlt out to be a mess. the growth continues to

decelerate. expenses ballooned and it sbeenl free fall. it went down 70%. 7-0 from where it was trading. but given the dramatic decline, we decided to revisit. on january 25th of this year, partly to see if there minute something worth buying. what we noticed was that the it was starting to have some positives. it was increasing consequentially quarter after quarter. they improved the user experience. it was easier to use. plus, given its track record. especially since amazon had just launched its marketplace. soon after, going to the market bottom by bottom in february.

the company reported a surprising, actually stunningly strong quarter at the end of february. and then last night, they did it again. reporting a terrific beat and posting the first quarterly profits. hence why it shot up today. so how did etsy get its mojo back? first, it is reaccelerating. remember, here was the company's, which was the case. last night they posted a 39.8% revenue growth number. up from 35.4% in the previous quarter. and wall street had accelerating growth. we don't want to be too xeb rant about it. the growth could start slowing again. even if the company's revenue stabilizes, that would be a very positive development.

what else? at a time when the sales, the total value of transactions made is still slowing. in the latest quarter, the sale encreased by 18.4%. a slowdown from the 21.3 in the previous quarter. but this is actually strangely a bullish sign. why? it means it has gotten a lot more effective. with 13% of the gross merchandise sales, translating into actual revenue, up from 11% a year ago. in other words when you sell some hand crafted jewelry, or pillows leak my daughter did. they're picking a larger cut and doing it. they are actually improving at every level. the gross margin expanded to 65%. up 130 basis points year after year. we love that on "mad money."

and the company keeps the earnings. up to 18%. this is a gigantic increase from last year. we are worried that it is focused on advertising and more employees. that would shrink its margins. that was true last year. but now it has subsided. it blows a big hole in the bear thesis that nobody fault was possible. this thing is overly hated. and then there is the big one. you can buy it with the stronger margins. it was a small profit. gone. but the analysts expected a 2 cent loss. for everyone who was worried that they didn't care about the

profit. it is not just a charity operation. how about hey, how about this? over 25 million active buyers. that's up more than 20%. plus they've been very effective. that is half the transactions, sounds familiar? that is like facebook. for the year and for the three-year period. ending in 2018. they have bri actual short on actual number. the last time they reported they 5 a nice clean line item for 2015 fiscal year. it creates more analyst

coverage. and it seem like they understand the under promise and over deliver. when etsy reported, the first quarter results vastly exceeded what would you speck based on the full year forecast. they could have raised the number after such a stellar quarter. then again, i don't blame them for being too conservative. that doesn't hurt anybody. it is when you're too aggressive that you get hurt. when they went on that spending binge, they made some pretty smart investments. they dramatically improved the user's experience for buyers and sellers. hand made at amazon. that's the competitor. they remain the competitor. they just launch ad new paid serve that lets sellers create their own custom websites in a matter of minutes. plus they have tools to leapt

people create their own home pages. it is astonishing how quickly they fixed this. what about the stock? right now it is trade, if they can keep going at a 30% plus clip like they did this last quarter, they reality is reasonable. this is an onlien marketplace. so the closest comparison is not as much amazon as ebay. after spending a year in the wilderness. it has gotten its act together in an amazing way. at these levels i am ready to recommend etsy, the amazon or ebay for crafts.

>> caller: i'm glad to be on the phone. i want to ask you a question. how do you do what do you? you are the man. >> i don't know. i like what i'm doing i like that certain company report request number after the bell. i'm at them. i'm listen toug. it's all very exciting. how can i help you? >> caller: you've helped me a lot. jpp. >> this is a really tough one. i know there's a lot of shares outstanding and i know that it is in the department store wall center. we are down at the mall. macy's or jcpenney. we're not mall people and we

don't think those stocks are buys. >> hey, boo-ya! >> i'm having a good day. how about you? >> i got vinny and lee. 9 and 10 years old and they're looking to buy nike. >> they have horse sense. that's what i want. come out and say, i don't know. i have a lot of people saying, oh, i don't know. we have under armor going down. let's take a five to ten-year approach. nike is a fabulous american manufacturer. buy buy buy! >> and i know you're partial to the show. hey, who else can say that? etsy has made it through neighborhood. you have my blessing. it is an $8 speck.

don't go crazy. you may have missed it. i'll give you service. what a company. and rapid fire in tonight's special edition of the lightning round! stick with cramer.

at any given moment you can find a high quality stock and sell it off. occasionally those sell-offs represent fabulous buying opportunities. take service now, n.o.w. it helps large businesses manage and automate various services across the whole enterprise. they start off by developing a

product that allows i.t. departments. they have expanded with human resources, legal, finance and marketing. a couple weeks ago, i am a 20th, service now reported a truly trichk quarter. the strongest tech quarter of the year. with huge buildings growth and 41%. and in response, the stock went from 65 to 74. over the next week, serve has gotten hammered. now the stock has fallen back to 67 and change just a couple bucks above where it was trading for the company report that has been. so let's take a look. welcome to "mad money." >> good to be on with you. >> this was the quarter. a fan it's at a particular

number today. i thought maybe you would let, they said when it comes to real estate, zillow is even more than real estate. what have you helped zillow zo? i know that the number were quite better than i thought they would be? >> company like zillow represent the next generation cloud company. they obviously rely on the very high availability, very strong consumer service experience. it helps enable them to give a very high end experience. >> i try figure out who do these tech company dislodge? when i look at what you do. you seem to dislodge manual processing. it isn't like you're coming in and taking business from others. you're creating your own category.

>> there are systems we replace. there's something is not completely manual. walking around phone calls. >> these are big $million-dollar contracts. you got a bunch of them. >> yes. we have 249 customers that are paying more in the million dollars a year. we had a record number during the quarter. so that was one of the themes that we highlighted in our call. that the relationships that we have with our global 2,000 customers are responding rapidly. >> one thing you need to understand. how important it is if your stock price is elevated, that you do this. the reality is, that for high

growth company like ours. every quarter has to be our best quarter ever. >> it is actually a little easier than it sounds. it in the high 90s, that means everything you do represents growth. if you're not growing. the renewal rates are in the high 90%. so it was unique as the service crowd out there. our viewers are so used to company slipping up. it was great to see someone. you're talking about how most companies don't just have one cloud. we think they're in the cloud.

>> it is the norm. they have google, microsoft. they have their internal private clouds. deployment of services is complex. how many people do you expect? is this becoming one of the conferences? we're expecting about 12,000 people registered for the conference. it is more of an industry complex than a vendor conference. >> you're moving into service management. >> really not. we actually have a very strong relationship with workday.

many of our customers deploy service now and workday and have a very good value added. workday really manages the records of hr where we tend to manage the work of hr. so a very nice give and take between workday and us. it gives you a feel for that. >> you've done an amazing job. >> it is a testament to your product and your execution skills. thank you. >> good to see you. >> when i talk about a market move sending stocks down. this company delivered the best growth of any technology company this quarter. service now. n.o.w. take a hard look at it.

it is time! are you ready skee-daddy!

let's start with joe in colorado. >> caller: buy, hold or sell? >> which one? it's done, done. we're moving on. frank? >> calle frank? >> caller: boo-ya from the poconos of pennsylvania. >> help me. what do you need? >> caller: kmi. >> no, no. we're not going to buy that one. and that is because of a sudden change in did i have denied policy i did not expect. not my fault. drew in north carolina. drew. >> caller: boo-ya from wilmington, north carolina. >> what's up? what's going on? >> caller: i'm calling about the bojangles. >> bojangles delivered. of the chicken chains, it did the best job. i think popeyes should be doing a little bit better. just putting it out there. i hike that stock.

let's go to dave in pennsylvania. >> caller: hey, from p.a. here. boo-ya! >> boo-ya. >> caller: is money tree lenling still a solid buy? >> yeah, you know what? surprising, couple like lending. it beat the number. i thought it was a good quarter. let's to go kevin. >> should i buy smith and wesson? >> i like it. i think the stock, unfortunately we've done pieces on this and that's when historically it has been the right time to throw it away. >> i am interested in square. >> doing bear job of that one than he is on -- whoa! twitter.

>> barbara in florida. >> caller: thank you for taking my call i listen to you all the time. i have a question, should i hold it? >> i'm not recommending any stocks. >> caller: thank you for taking my call. my first time. i was wondering if i could get your opinion on inovio. >> we've done a piece on it. a nice speculation. terry in missouri. >> caller: hey, mr. cramer. you are the man. thank you for having a phone number and thank you for your advice. how's about extended stay america? >> very tough category. does have a 5% yield.

you can make a case for is it. that whole travel and hotel category is very, very difficult. >> the lightning round. sponsored by td mare traid. what are you working on? let me show you. okay. our thinkorswim trading platform aggregates all the options data you need in one place and lets you visualize that information for any options series. okay, cool. hang on a second. you can even see the anticipated range of a stock expecting earnings. impressive... what's up, tim. td ameritrade.

have the reports been exaggerated? sure, we're worried about cord cutters or never cords. what do they call them? both companies that are supposed to be at the heart of what viewers no longer find indispensable. you have to wouldn't if the critics, not the networks, have it wrong. cbs made the case that america's most watched network is america's most wanted network. the number were extraordinary with regulars up 10%. now okay, look. the super bowl no doubt pumped up the figures. the regular old programming and some of the dramas on showtime are the real stars. no signs of ending any time soon and a new one, star trek, is just beginning. many didn't believyie the stock

of cbs could climb. but he used it as an under to buy back a ton of stock. it has seen it shrink from 664 shares to 464 shares. plus plenty of signs of good things to come. it is increasing jumping from 9% to 12% during the quarter. that's surprising given the digital spending. how about this? this story is good. and we're talking game of thrones. time warner continues to have a voracious appetite for it's own

shares having bought back almost a billion dollars worth. warn he brothers studio creating a three of the top five new shows and they had a record number of programs renewed. a lot of money. a lot of gross margin there. that i know jeff, who is a truly great american, was under pressure from some vocal share holers to opinion off as a possible look. he resisted and right now, it looks like it was the right run. they believe they can live without cbs or time warner. they want to spend their additional dollars. after spending the number from time warner i believe there's plenty of room to co-exist. as for these stocks, i think cbs is cheap. time warner not so much.

it has a giant run. nevertheless, in a market that turns stocks on a dime both quoims these amazing buybacks have shares definitely worth buying into any real weakness. stick with cramer.

after the bell, kraft heinz reported a better than expect quarter. a big position but we trigger somie back. why? even i who have been a big bull in the stock did not think they could get that revenue growth. this is the kind of sfok will be in this rotating bull market that i keep telling you about. there's always going to be something working in this market. i like to say there's always a market somewhere and i promise to find it just for you right here on "mad money." i'm jim cramer and i will see you tomorrow.

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