pricing. >> i'm far from giddy. qqq. >> viacom. buy big. >> thanks for watching. see you back here tomorrow at 5:00. meantime, "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 and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i want to help you make men. my job is not just to entertain you but educate you. call me or tweet me @jimcramer. is president trump is stimey by

congress, you know this market over shot where it should be especially on a day like today where the dow gained 130 points and s&p ands nasdaq. i got a few of my favorite things. a few of my favorite things i want to present to the doubters of this rally. i want you to think about them when the dog bites, when the bee stings, and when you're feeling bearish and you might not feel like selling everything. >> sell, sell, sell! >> my first favorite things, housing. we've been talking about stocks that are. >> trump free zones. >> trump free zone stocks meaning they don't have foreign entang entanglemen entanglements. today the largest home builder d.r. horton reported a magnificent quarter. gigantic. orders up 15%. orders up 17%, boy, are they

going in the right direction but what is spectacular? coal o co come on, morgan's rates went up. when rates go up, housing gets hammered and you got to dump them. nope. the largest home builder is talking about terrific demand, great traffic in communities and a level of confidence that's surprisingly strong. no wonder the stock jumped 6.61% on the session. horton said better employment is leading to better housing demand. i don't see that running out with a president uniquely focused on job growth. the second of my favorite things, how about the fact interest rates are up and commodity prices are raising, different from the last few days. we need rates to keep climbing for bank stocks to maintain their momentum. i have told you endlessly, please do not give up on this group. people are asking me about it. i don't care.

i think it was stalled. you get a strong economy as horton talked about and you'll get higher rates. both short-term rates from the fed and long-term from the market. if anyone from the federal reserved listened to the d.r. horton call, do they do that? sometimes they do and sometimes they don't. maybe they watch the show. the three rate hike plan for 2017 is game on. suddenly all the bank haters are scrambling to get back on board. i like citi group because it remains the cheapest and buying back 7% at a low price. don't be too cute. pick a bank. own it. it's not just interest rates. oil is reacting heading upwards. maybe more important copper is breaking out. that's a good soon of activity and you need copper when you build. watch free port, fcx, it's incredibly strong and the copper play that broke out today with

an improved balance sheet and plenty of low conference, holy cow aluminum is rallying for al cow wh -- alcoa, aa. the third of my favorite things, the hills are alive with the sound of deregulation and when there is less regulation, you can put more people to work. we keep hearing deregulation is a very long process and that's ridiculous. okay? i didn't learn that much at harvard law school but the ad minute stray tors of law hold the key when it comes to stopping or green lighting a ton of economic activity. it's clear to me, maybe to you that trump is appointing regulators that hate regulation. take a look at what the president said in the dakota and peep lines. he's in. the keystone will be hard to

rest recolle rest recollect and energy.com who reminded me it's a no go at these prices but the $3.5 billion dakota access pipeline is economic here. there are enough federal regulators involveed to make it so dakota will be green lighted. i'm not a fan. it got too much debt but it could use a federal helping hand on this one. more over, there are so many pipelines in the cards that have been difficult to get because of regulation, as we move natural gas from the north to the south, we move oil from the basin of oklahoma to the dwellgolf, you' talking about tons of projects that cut put hundreds of thousands of people to work. whether you love pipelines or hate them, personally i think oil is coming out of the ground and they should get there the safest way, which is not by train but by pipe and that's why

qu quanta, builds pipelines and united rentals to rent heavy equipment to build pipelines have been roaring. heck, all the material stocks are rallying. my favorite is martin marietta. how many times do i need to mention that? i should have been more on that earlier. plus, you have to like the pipeline companies themselves. my favorite, the disciplined mid stream partners but embridge and transcanada. you know what? i went over that kinder morgan quarter and read it this weekend and said yeah, they will do okay. export a lot of natural gas in mexico. sure, president trump wants to press the auto makers to built in the u.s. but by green lighting, he'll produce far more jobs. there is demand for the oil but not cars.

this market tends to reevaluate if you give it time. i thought american's best reported a fantastic number but not being strong enough. that's crazy. i believe this is going to 90 from the 70s because when it last earned as much as it did last week, the stock was in the 90s. the stock of the technology company plunged. it was falling from 167 to 164. ibm is at 175. this company turned the corner on becoming a successful fast-growing consultant to enterprises adopting the cloud. that's a lucrative business. you have to buy it before everyone that doesn't watch "mad money" watches how lucrative that business can be. it's happening. i think ibm's cloud business is a fabulous company to get a very high price multiple. 20. ibm sells for just 12 times earnings. i'm not saying ibm deserves a 20

multiple but 40% deserves it, meaning the stock ought to rally 25 points from here. that is algebra but i'll back on them every day and proctor and gamble i talked about last night and no doubt spurred again today but an equally rosie report by kimberly clark this morning. big improvement. finally, we got to talk tech. we have multiple reports of tightness in d ram chips and flash memory. this should not be news because i say it every night. analysts are catching up. they, too, are watching the show. this tightness is fantastic for mu, micron and good news for western digital which has a terrific flash business thanks to the brilliant acquisition. if it's reflected to blow out quarter for drive maker c gate this evening and sky works, we

spoke to the co last night continues to roar higher. all right. give it up for broadcom and nvidia. strong demand away from cell phones but computers and all sorts of mobile devices are driving this business. not to mention the enter connected home, which is suddenly what people are using. here is the bottom line. you've heard a few of my favorite things, housing, earning, deregulation, higher oil, higher rates, strength and material stocks here and now. these stories aren't going to be delayed by congress. they aren't part of the sugar high. they are independent of it. that's why the market faulted higher. when so many people expect the opposite, the market like trump himself continues to confound. of course, this is not mad politics but mad money and aside from the deregulation, most of the rally would occur regardless of trump's initiatives, which means this move might be more

sustainable than the doubters would have you believe. i'm going to ned in new hampshire to start, ned? >> caller: hi, jim, thanks for having me on. >> of course. >> caller: yeah, my question is bank of california, bank, went down big in october from $23 to $13 based on an anonymous post with a convicted frauder. it rallied on $17 disproving that connection, however, the ceo resigned yesterday and announced the splitting of the board share and ceo positions is a good thing but the fcc will investigate the veracity of a recent press release regarding the blog post and response. i'm at $16 and bought some more yesterday at $15 when it dropped 9% yesterday. it's back 7% today. with the banking and financial institutions trading, bank is the only one out there of any descent market cap not trading

near the all-time high. what do you think about that? >> in the first book i wrote about the market. "jim cramer's real money." there will be instances where didn't -- where it will miss a grade opportunity but did an analysis of different accounting regulations that stocks have had and by far the thing to do was to sell not to buy. maybe this is the exception but i go with the rules. dick in virginia, dick? >> caller: hi, jim, you look great after that vacation. you work really hard -- >> thank you. a trip to hawaii was amazing. holy, cow, we're real clean livers, if you want to know the truth. >> caller: on long amgen and i'm flat but with a 3% dividend i'm up a bit and, you know, i know you've talked about the stocks are not trump stocks you should say that again. >> not a trump stock --

>> caller: -- because of trump ease tweets about, you know, about prices. >> right. >> caller: i'm thinking of selling it and over wading into the technology sector but they have made a big run. if i were to sell amgen, do you think -- >> that's a painful sell here. that stock -- the company is very under valued. yes, i mean, i think price if hhs guy coming in, he doesn't like price increases so i think you're not going to make anything on amgen right now but too low to sell. i would not do that. i actually like the john coltrain version better. things that want to occur with or without trump on "mad" tonight with news trump signed executive orders embracing dakota access but it's clear oil is back in the black. where is the crude market headed? i'll go off the charts and find out and today marked the first time the ceos of three big auto

makers met jointly with the u.s. president since 2011 but what does it mean for your money and is it time to wake up and invest in sleep apnea people. a blowout quarter to see if today's rally can stick. you know what? stick with cramer. >> don't miss a second of "mad money." foll follow @jimcramer and send jim an e-mail to "mad money" at cnbc.com or give us a call at 1800-743-cnbc. miss something? head to mad money.cnbc.com. my business was built with passion... but i keep it growing by making every dollar count.

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let's take a step back from all speculation about washington for a second and focus on the thing that used to control the day to day direction of the market until the election rolled around. talking about the price of oil. until a few months ago the language between crude and s&p 500 seemed almost unbreakable when texas tea went higher, market went higher and when it got lower stocks went down and

the stocks like companies like the airlines that benefit. after donald trump surprised victory, it was broken and the market was able to rally even if the price of crude stalled or went lower thanks to the excitement on wall street about the progrowth agenda. the other thing about the new president is he loves oil. witnesses attempt to fast track the keystone and dakota access pipelines this is shaping up to be the most propatrol administration in history and the approval of pipelines, the actual outlook for the price of crude i think is more mirky as it rallied nicely today. sure, the nation's have opec have cut back production. we know we think they are ahead of schedule. here in america domestic producers are drilling really big. and this new supply could put a lid on oil prices. that's why tonight we're going off the charts with the help of carly garner a brilliant technician and commodities expert as well as my colleague

at real money.com. we want a good read where the oil market might be headed if anywhere at all, although, according to garner, it's difficult to get a read. it's about uncertainty. on one end the seasonable pattern based on how things played out historically suggest it should be higher. only the other hand when she looks at who owns oil right now, she worries about the potential of a massive wave of liquidation, meaning professional money managers. for the chart of west texas intermediate crude, garner thinks it's neutral. one by one to see how confusing it is and oil is having such a hard time in the low 50s level. first season. historical patterns that play out year after year. now garner acknowledges that these seasonal patterns are far from the holy grail of trading but it would be foolish to ignore. i want to look at seasonal

trajectory in an average year. this is based on information from moore's research inc. 100 implies the highest probability and zero reading implies the annual low based on oil's historical track record. garner points out one of the most reliable patterns is the strength of oil in the ladder part of the first quarter. okay? strength typically extends through the end of the third quarter. of course, before that oil historically had a tough time in january and february but if you believe in seasonal patterns, you want to be a buyer in anticipation of a large rally earlier. given prices are elevated, garner finds it difficult to trust the seasonal pattern now. for the seasonals to be relevant, the price of crude has to get hammered. so you go down and buy it right here. i don't think it's going to happen. that's another problem. it doesn't seem set up correctly. then there is a question of who owns oil right now and weak ends

or strong ends. this is compelling. this is a chart of west texas crude, which includes the commodity commitments of traders reports or cot report. this report tells you about the net long or net short positions of large speculation, meaning money managers, small speculators, home gamers and commercial hedgers. the large speculators are big boys and when they mass a net long position, it's generally a sign the up trend is about to exhaust itself. the same hold trues when they build up the short position and oil tends to stop going lower because there is no one left to sell. what worries garner here is oil future speculators are currently holding the largest net long position. listen, since the price of crude started crashing in june of 2014, that is not good. big one and now big one. when you look at the large and small speck la speculation cate

$9 950,000 back then and today, they have 482,000. so what we're looking at, comparing this to this and then this and that, which would indicate that the next move there is that. all right? in other words, the last time investors were this bullish and crude, the price of oil plunged 60% over the next six months and of course, plenty of that had to do with fund mentals but garner thinks it could be difficult to have crude have much upside. rallies are built on the backs of bears. if nearly everybody is bullish, though, you have no one to buy and the large scale liquidation like in 2014 if we get any negative news. althou although, right now garner is concerned about stagnation. again, i'm trying to show you why oil is just staying where it is. how about weekly chart of west texas crude? sure. garner says it's full of mixed

signals. the relative strength index, rsi, important momentum is pretty much neutral suggesting day to day is a coin toss. now she notes oil has resistance at 56. up less than $3 from here and if it breaks out above that level, she thinks it could be smooth sailing at 63 but on the flip side, oil has 46 down more than $7 from here and if we break down below that level, it could mean a quick plunge to 40. that's not a particularly attracti attractive risk if the big cot of speck taylod speculators bre. garner sees a very minor floor of support at $47.50. with the stronger floor, at $46, at the same time resistance at 56. 50. that could pave the way for a bigger move if we get past it like the weekly chart, the index

is mid range without hints at momentum and percentage is down here, which tells you when something is over bought or sold is hoovvering in the middle thi is directionless. the price of crude is within trading range that dates back to last year's lows. put it together and with these technical tools, garner says the future looks mirky. she thinks it's a 50/50 proposition whether it goes higher or lower from the levels. hence the difficulty that we keep finding when we keep on waiting for it to break out or down. here is the bottom line, some things are too difficult to gain. the charts by carly garner right on oil for us suggests the price of oil is caught in the technical no man's land. i like the oils but you need to believe they can do well even if crude stalls out and these levels, if you're going to have the conviction required to buy them after what you saw. to me this is one reason i think the pipelines are the best way to play the oil patch and my

favorite, as i tell club members is good growth, pipeline do well in any scenario. much mf "more "mad money" a. can you have cake and eat it, too? trump thinks so and then, view yo been sleeping on res med stock? i'm talking with the ceo plus, how is a company focused on old school checks in the high-tech economy? you know what? i'm eyeing a company we talked about before, deluxe check called deluxe corporation to see if it can deliver in this market. you got to stick with cramer.

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listen, i've been a stkepti

about unlimited free trade. you can't have protection as cake and eat it, too. there is no scenario where everybody is a winner. this morning president trump met with a big three auto maker to urge them to build plants here, i totally get that. the factories may be automated but generates a lot of jobs and these plants can ignite economically depressed towns. the places where trump voters live. they can be winners if we move more manufacturing back to the u.s. however, on the other hand, if the president is only going after domestic auto makers, they will be put at a disadvantage who can build cars in mexico where there are no unions and light pollution control laws and medication and a work force that costs ten times less per hour than the lowest wages in the u.s. and best of all, a currency, the peso at 21 to the dollar. put that in perspective, the peso was afforded the dollar when nafta was signed.

made sense back then. it will make the auto american companies losers. there is too much capacity in the u.s. so it's a sucker's game. the next targets need to be the foreign companies, bmw, benz, toyota and mexico to take advantage of the ridiculous currency including complex issues of building a wall. the trade issues are about trade offs. when you slap tariffs on foreign goods like president obama did with the chinese dumping here, the u.s. steel maker ks see earnings store witness the numbers with ak steel but the buyer haves to raise prices for goods. causing their goods to be more expensive. unless you shut down imports competitive or put a terrific on them, they could be heard versus the overseas competitors. nobody disputes the idea of putting people to work in this

country. we need that. the gains from free trade can't be disputed. if you don't have a job, you can't afford these goods but if you're employed like most people, you're getting a big break from globalization. look, i'm not picking sides here. i'm saying there is no free lunch in the business but as the stock guy, i can tell you that i simply can't recommend ford or gm as cheap as they look if they are going to close plants in canada or mexico and bring the jobs back to america, especially if their foreign competitors build cars in low cost countries like mexico. if our companies get big tax breaks and repatriot the overseas capital and have less regulation, you might want to own the stocks. but right now ford and gm are in a no win situation that could impact the affordability of cars, versus the foreign auto makers that weren't around the table today. we want to buy american but we also want american companies to sell american and i question how they can do that if they are

forced to play with one hand tied behind their back when 43% of the cars are imported here. because tax breaks and deregulation were not. it's just too darn expensive to build in the usa versus south of the border. sarah in north carolina, sarah? >> caller: hi, cramer. this is sarah from north carolina. >> how are you? >> caller: i'm a new lister. i'm doing great. i hope you are. i'm a new listener. i love your show. i'm six months new to investing and polaris symbol pii is mine and i tried to jump in at 84 and panicked and got in at 87 but i really like the company a lot and i read the fourth quarter report and it looks good and what do you think as a long term hold. >> i have to -- look, you're new to the business and i think it's fantastic. i never want to discourage anyone and i'm thrilled that you're picking stocks and doing your best, but i want index funds on the side, i don't want

your main holdings to be stocks but polaris did not have the quarter i was looking for and i spoke -- i would say thor wood but polaris didn't and polaris missed repeatedly. i am more discouraged. the only good thing, it's come down a lot. there is no need, sarah, to jump ship but that was not that good a quarter. read other companies in that business, even harley to know that they are doing better than polar polaris. jerry in texas, jerry? >> caller: hey, boo-yah, jim, this is jerry in texas. >> how are you doing? >> caller: my stock is cvx. with chevron going and positions chevron in the basin in reserves, how confident are you through the last four quarters and going forward into 2017? >> chevron is a great american company and done well and it's preserved cash and really kind of hit every mark, every single benchmark but this market is fickle. if oil goes down the day chevron

imports, the stock will go down. my thinking is i like it longer term. i'll wait to see. i'll wait for a call on oil as we just did a piece about oil, not being kind of vacillating. if it goes down, then i would pull the trigger. when it comes to the autos, there is a price to build here. a high price. that's why i think auto makers are in a no-win situation with trump. much more "mad money" ahead. rest med might offer sleep treatments. i got the exclusive with the ceo after earnings and a reality check for deluxe corp. you may remember it as an old school checks banker. i still use the checks. and all your calls, rapid fire tonight's edition of the lightning round. so stick with cramer. 90% of the world's largest supercomputers run on intel?

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did you see the incredible 10% run in resmed that sells products to compete sleep apnea and pulmonary disease. it makes continuous positive airway machines. instead of waking up all the

time gasping for air and on top of that, more and more machines are connected to the web with over a million patients will be monitored every day. sleep apnea is associated with obesity and america is getting fatter. to be sure the devices have multiple market targets. that's the take away from this terrific quarter that the company reported. resmed had a 77 basis with revenue 16.7 revenue. plus the company is benefitting from the $800 million acre session last year. a cloud based provider of software for post acute care, think home medical equipment and hospice care in response to the shocks under $6. wow. 9.6%. can this stock keep climbing or should we be more wary? analysts say it's moved too much. let's take a closer look with the ceo of resmed to hear about the quarter. mr. ferrell, welcome back to "mad money." >> thanks very having me here, jim, great to be back. >> first, whenever i hear

resmed, i see more and more people with a million patients monitored. if people knew that they may -- they have chronic obstructive pulmonary disease or sleep apnea, how many people would use resmed devices? >> we have more than 2 million people on 100% connected cloud connected medical devices in sleep apnea. as you said, jim, we're expanding into copd. we have ventilators that are connected to the cloud. so we're going to take all the skills that we've had in helping reduce costs for cpap set up and improve outcomes for cpap patients in terms of adherence and take the skills over to the copd market and help the 200 million patients with copd of which 10% could use our cloud connected therapies to help keep them out of the hospital and in the home with a good quality of life. >> that -- a huge total

addressable market, for more than right now. >> absolutely. look, we're no more than 1% penetrated into the copd market opportunity. we're no more than 20% penetrated into our core market, which is sleep apnea. there are 40 to 60 million americans, 6 million under treatment. one of the big markets throughout the moment growing well is china. we're less than half a percent penetrated into the chinese market for sleep apnea. >> i thought there was a very important point, we've got tom price, an orthopaedic surgeon. i van saying stay away but because of how much he likes home medical care, and he's very passionate about it, he could be someone who could help resmed. >> no question, jim. congressman price whose a congressman from georgia was on the stage last october at our

national home care conference and the association, american association of home care supported tom price on the stage. he got on the stage at mid stride and said home care is really important. he's an orthopaedic surgeon so he knows all about hospital care and i think he called it sick care where patients are frequent flyers in the icu and ccu. what we do at resmed is keep them happy and in the home and mr. price was very supportive of the industry when he was with our industry and we believe if he does get confirmed, he'll continue to be supportive of the home care industry as hhs secretary. all course, we'll wait and see and be ready to partner on keeping patients out of the hospital, in the home, well taken care of with a good quality of life. >> you have a huge business because of your cloud and data. does the data demonstrate anything that doctors could tap into that could help their patients? >> there is so much we can learn

from these data, jim. we have more than 1 billion nights of sleep data on patients. and big data is the term. everyone is talking about big data. big data is a means. we want to take the big data and turn it into actionable information that patients can use to manage their own care that physicians can use to manage groups of patients and that insurance companies and governments can use for population health management. the opportunities are boundless in what we can do with this. >> i've met dr. oz a couple times and i'd say he's an acquaintance of mine. he always talks about sleep. how much sleep do you get? he's alive with you. could there be many different things resmed could do under dr. oz? >> we formed a great partnership with dr. oz and since you had a relationship with him, you know he's a cardiac surge and a great

businessman. we formed a voinjoint venture. he's not a paid spokesman. he's an equity holder and we had a program on the dr. oz show in the fall where we gave away and sold a number of our sleep monitoring equipments and we got a million nights of american sleep data and dr. oz got up on the show at the consumer electronics show and talked about how we're not sleeping enough. we only get six hours sleep as americans and the national sleep foundation recommends seven to eight hours. it's a public health crisis and sleep apnea is associated with risky breathing. for resmed it's great. we got the brand name but also, we can identify risky breathing or shortness of breath, which are signs and symptoms for sleep apnea. >> it's a great combination. i love the fact the stock hit a big move today. ceo of resmed, rmd.

thank yo so muu so much, sir. >> great to talk to you. >> "mad money" is back after the break. introducing conduent. one of the largest business process companies in the world. whether it's in health care, customer care, technology, transportation or government. we touch millions of lives every day. conduent. advancing the everyday.

it is time, for the lightning round. buy, buy, buy, sell, sell, sell. and then the lightning round, are you ready? time for the lightning round. vito. >> caller: how are you doing? >> how are you? >> caller: fantastic. did you bring your row boat to work today. >> who? >> caller: your row boat. >> i stayed here. i don't like to sleep. >> caller: first time caller, relatively new investor, loyal watcher. >> thank you. >> caller: "mad money" is a top priority on my dvr. >> yes. >> caller: calling about chesapeake energy. >> it's going to be the year of natural gas. buy, buy, buy, talking about

buying that from a travel trust. you got a good one. charles in california, charles? >> caller: hey, jim, boo-yah, calling from california. >> all right. man, good to have you on the show. >> caller: so i wanted to ask, what is your opinion on pharmaceuticals. >> i don't like the vaccine business but when you're in the cross hairs of el presidente, it doesn't end well. tom in florida, tom? >> caller: jim. >> yo. >> caller: great day from daytona beach. >> great day. my friend is from there. the best. what's going on? >> caller: my wife made me buy sea world stock. >> she may not have a good call there. i think comcast, we work for, they work for, everybody works for, they got a better theme park there with the universal and doing well in the neutrality and travel trust owns it, comcast, comcast, not sea world, okay?

let's go -- the wife is probably fine. i didn't mean anything by that. my wife is fine. we disagree all the time. she had to watch "criminal minds" last night. we've seen it five times. kim in new jersey. >> caller: jim, thanks for taking my call. >> you're welcome. >> caller: i'd like to know what your thoughts are on northern trust, please. >> i didn't like that quarter. i mean, i got to tell you, i prefer city, which my trust owns, i prefer wells fargo. yes, the beaten down, can't do anything right still use them for my mortgage, wells fargo, that ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. wank your support team for walking me through my first options trade. we only do it for everyone gary. well, i feel pretty smart. well, we're all about educating people on options strategies. well, don't worry, i won't let this accomplishment go to my head. i'm still the same old gary.

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sometimes this happens, we got to do it. there was this incredible rebound in the company you probably never heard, delux, dlx. a payment solutions business best known for printing checks and not exactly a growth industry of mobile and online transactions but they provide services for both small businesses and financial institutions. i got to tell you i was skeptical. checks, check please. hey, this is what i thought of, right? this is -- this is what i thought of. last spoke with deluxe ceo a bit more than a year ago. november 2015. i mean, yeah, i was thinking

really? i mean, what are the prospects here given that checks have become increasingly obsolete. how the company was transforming itself. at the time the stock was trading at 58. now it's at 73. it's giving you a juicy 27% gain in 14 poimonths since that interview. the s&p 500 is up 9% over the same period. in short, even though we think of delux as the delux check as this, it's delivered far more. this say terrific example how the oldest of companies can still change their stripes. more important, delux is exhibit a for why you need to pay attention when we have a ceo on the show. even the ceo of a little known compa company, i myself expressed grave reservations about. let's go to the tape back to the interview with the ceo from the november 2015. what happened there is very telling for all of us, including

me. when i asked him how deluxe was helping small business and whether that was an actual moneymaker versus just like these things, well, he painted a pretty darn compelling picture. take a look. >> what we're trying to do is actually get involved earlier in the work flow so what we want to do is get to the point we're helping with branding, promoting and selling. we used to help with operating with checks. now we're moving earlier in the work flow and getting them excited and what we're able to help them and help focus on growing. >> all right. this is how it's convincing. i pressed the guy. i pressed for specifics. so give me an example of what -- i own two small businesses. i have a tavern and union. smaller than union. say i have a couple of each. what can you do for me? >> we call for websites to printing to marketing to help you get found, get you a website, get you online. we can help you once you get online with search engine marketing getting people to find

you and your business. we can also do a logo for you so you're branding yourself and do anything print for you. we call it on demand print marketing solutions. it's that whole package, everything that helps you promote yourself and get yourself out to your customer. >> now, isn't that very different from the image that you have? that so many of us had about delux as manufacturer of customized checks? i have one big concern. how can they compete in the space against the likes of a salesforce.com. again, he had an answer, great answer. >> i think it's the total package. there is really two things we like to tell people. our channel reach. so we're online, we're -- we get customers through the banks and get customers through what we call major accounts. we have a distributor network. we're able to surround the small business and find them many different ways. that's unique, jim. what also is unique is is our breath of products.

we have the richness, a lot more richness in the names of the players that you just mentioned. >> in short, when we smoke to delux more than a year ago, they knew how to talk the talk and successful provider of small business services, not just a play on printing, plain old checks. you know what is really impressive? since then, delux is able to walk the walk, too. shram talked a big game on "mad money" and delivered a big game to you. how did delux triumph in the core checking business. the company spent years in brand awareness, making sure that the customers understood they were more than a simple check company. they are a one-stop shop for what businesses need to survive and thrive. back in 2012 the company said they wanted to get marketing solutions business to make up 40% of the sales by 2018. delux knew it had a problem as a check company and already come up with a solution. it just took time to execute.

oh, and when you look at the numbers, it's clear the execution is fabulous. delux reported a nice top and bottom line last year followed by another beat in april, still one more beat in july. the whole time kept talking about the growth of the marketing business while the fact that the market couldn't seem to get its head around what he showed us. the last time delux reported in late october, they beat the earnings by a penny and the revenue numbers did come up light, up 4.3%. this time, management admitted the marketing was weaker than expected but they remained adamant the business on track to hit the long-term target. late october is in the middle of the preelection slump and delux' stock fell as low as 59 but once again, would have been wise to listen to management. we know that because delux came out with bullish news two and a half weeks ago. the company announced it was requiring first manhattan consulting group, a business with deep ties to the financial industry. this puts delux on track to get

the marketing and services businesses up to 40% of total revenue by next year. that was the target. delux cut the outlook for the fourth quarter due to transaction costs and because some of the businesses were pushed out to the next quarter resulting in the marketing businesses making up 33% of the total for 2016. we've been expecting 34. i don't like it when we get the guide down but the commentary is more important with delux talking about how the marketing business should get to 38% of sales in 2017, plus the company gave better than expected revenue guidance for this year. another positive. delux reports on thursday but given the guidance outlook, i doubt there will be anything too surprising. the fact delux sales for 14 times this year's earnings estimates because people think of it as delux check. i think that dramatically under values the part of the company growing like a weed. payroll processers, paychecks sell at 26 times earnings. provider service financial

technology 22 times earnings. delux has the declining checkbook division but i think it deserves a higher multiple p since small business surged like crazy since the election meaning key customers are more willing to spend money. here is the bottom line, deluxe corps came on the show and talked a big game and so far, i think they delivered with the stock at 73, i feel like it's inexpensive because i believe small business will be the driver of growth going forward. not those big companies trump is meeting with and delux' solutions they need in ordinary tore expand. stick with cramer. this car is traveling over 200 miles per hour. to win, every millisecond matters. both on the track and thousands of miles away. with the help of at&t, red bull racing can share critical information about every inch of the car from virtually anywhere. brakes are getting warm. confirmed, daniel you need to cool your brakes. understood, brake bias back 2 clicks. giving them the agility to have speed & precision. because no one knows & like at&t.

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the #1 doctor recommended probiotic brand, now for kids. what can i say? i pound the table on this western digital every day and here it goes again. it ain't done. all i can say there is always a bull market some where, i promise to find it right here for you on "mad money."

i'm jim cramer and i'll see you tomorrow. tilman: tonight on "billion dollar buyer..." your technology is on a different level than what we've seen before. ...these entrepreneurs put on a big show. i am impressed. but wait, there's more! but at the end of the day, it might be smoke and mirrors. keep it all tight. it's safety first, yeah? a lighting wiz with bold designs and even bolder claims. the initial capital investment will pay back. yeah, well, show me that calculation. a smooth talking marketer who says he has the magic touch. we're the engine behind experiential marketing. but what are you doing for me that is special? if they can walk the walk, i'll take them further than they can imagine. this is a big moment. let's see what you got. this is the american dream.