yes or no. be honest with the folks at home. >> yes. >> so deeply disturbing. >> any way. >> innnvidia is not deeply disturbing and it's going to go higher there. mark my words, folks. >> see you back tomorrow 5:00. "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'm just trying to make you some money. my job is not just to entertain but to educate and teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. boy, oh, boy, do i hate talking about bonds. i mean they're so quintessentially boring.

they go pretty much up in unison, down in unison, and beyond that there's not that much to say on them. when they're sold en masse, interest rates go higher. when they're bought aggressively, rate goes lower. but today when the dow gained 118 point, s&p climbed 0.58%, frankly bonds are all that matters. i got to talk about them. that's because these days when rates go higher, it's game on for a host of stocks, particularly the ones that have languished of late, like the cyclicals, those big industrials, the retailers, the most important, the banks. now, for years the driving forces in the bond market, the reasons why rates went higher or lower had to do with inflation and the fed. we always talk about the fed. weren't you ever sick about all those people? like every single guy who spoke to the fed was news worthy. if bond holders thought more inflation was coming or if they anticipated the fed talking about the need to tighten because of inflation, then they dumped bonds furiously.

rates go higher. you get great job growth. rates go higher. you get big retail sales, rates go higher. at the same time, if inflation is tamed and the fed expects more of the same, then rates go down. simple. >> buy, buy, buy. >> of course there are some outliars in times of crisis when nothing else is trusted. money flows into risk-frias ets. u.s. trezryes are considered the ultimate risk free assets because they're guaranteed by the full faith and credit of the united states government. that's better than the guarantee of an apple and a j and j that seem pretty darn money good. but these days, these days we have a huge outlier in the bond market. and the outlier is president donald j. trump. when trump seems to be in authority, when he's ascendant, when he's seriously addressing business leaders and talking directly about his phenomenal tax plan, as he did today, then investors start believing this

economy will get really hot, and they decide to sell bonds, which sends up interest rates, which is what happened today. when this administration puts its tax plan front and center, not many people are willing to settle for a puny 2.38% yield in a ten-year treasury because if trump gets his way and the economy roars, then inflation were surge too, and money managers will look like idiots for hiding in bonds. the sellers want to get ahead of that bond dumping tsunami. it's funny how all of this stuff works. trump's never really strayed from his economic agenda, the one he campaigned on. but a president only has so much political capital. so when the focus shifts to other more contentious issues like the travel ban or the cabinet appointments or a supreme court pick or ivanka's brand being dumped by nordstrom, it obscures the potential benefits from his tax plan. investors start getting cold feet. so what do they do? they sell stocks. >> sell, sell, sell. >> and they buy bonds.

>> buy, buy, buy. >> today in his meeting with airline-related executives trump put his economic agenda front and center. and once the action in the bonds confirmed it, in other words, he speaks, people sell the bonds. interest rates go higher. stock market went higher. one and the same. lockstep. in other words, the bonds call the tune, not the stocks, so i have no choice but to talk about them. when you add in the fact that the senate seems to be turning against that so-called border tax that would hurt our importers, help our exporters, make stuff more expensive for you, then you got another reason why rates should go higher and some beaten down stocks should rally. the border tax is how some of the more hard core republicans want to ensure that trump's tax cuts don't balloon the deficit. so if it's not going to happen, if it's dead on arrival, then the government is going to have to issue more bonds, more debt, borrow more money. a surfeit of bonds leads to higher rates.

meanwhile the retail stocks that have been performing terribly can get more life. let's throw one more in. we know that deregulation can give the economy a real boost, particularly the financials. we're now hearing about potential legislation that could scale back bank stress testing. let me clear on this. the banks don't actually need any legislation to pass. all they need is for the regulators to be more easy going. they give the banks a pass. then those banks can buy back more stock and pay bigger dividends. nirvana. the banks have one more thing going for them. there's no way the fed will stay on the sidelines if it believes that trump's tax cuts will bust the budget. we could get three, maybe four rate hikes. that would be fantastic for all of the banks because higher rates allow them to make more money off your deposits. these stocks have been trading down on the prospect of fewer hikes. now they go up on the prospect of more. sometimes the stars do align.

today's session they did. a lot of it is thanks to the focus on the president's economic agenda. today we saw huge moves in the industrials that would benefit enormously from repatriation, lower corporate taxes. that's how cummins can rally so hard on what looked like a disappointing quarter. i can't believe that one is at a 52 week high. i want you to watch 3m. i think it's going to break out. same with honeywell. we can even go down scale with cliffs natural resources which reported a good quarter today. you see, bank leader jpmorgan, which had been stalled, taking off and running. remember, if we get a bunch of rate hikes, then jpmorgan can make as much as $3 billion more than we're currently expecting. bank of america jumped 2%. that's a monster move for that stock. how about these down and out retailers and apparel companies all climbing on the possibility that border tax won't happen? what do you say to an all-time high for cramer fave costco?

a stock we own for my charitable trust and you can follow along there by joining actionalertsplus.com club or how about the big gain in nike? that was like done, right? even target went higher. the stocks of dollar general and dollar tree, two that i actually think i'm now going to recommend to you, if the border tax is behind us, they really roared today. they have the most to lose from the tax and the most to gain from its death. no wonder they were up 3.5% and 3.6% respectively. when i bought those five pair of sunglasses for five bucks from dollar tree, i was thinking they weren't like from ray ban. i was thinking maybe they're from china. border tax. a big rally in retail even takes things up that should be down. i want you to think about whole foods. they reported a disappointing quarter last night. the stock was down in the after hours. you know what, they're starting to get more rational about store openings meaning it's no longer growing just for the sake of growing, and that stock went higher. trump put his muscle behind the

airlines today telling them he's not going to let foreign carriers with government backing run circles around him. boom, the group flies. we said alaska air was right. it was a great quarter the other day. southwest, symbol luv, it was not for sale. it was to buy. neither needs protection from foreign carriers but they all move together even as united and continental are the ones who have been hurt the most by international competition. they're fine. when things really go right, like really right, today following yesterday's turn in oil, we got a second-day rally. oil has become self-fulfilling meaning when it goes down, the u.s. producers drill less, which ultimately causes the price to rise again. the companies with the lowest cost oil like pioneer, they soar. it tacked on nearly ten points today. >> hallelujah. >> last night everything relals even on a good day. the stocks that had been

climbing, the ones that don't need trump's assistance, namely the fangers can't get out of their own way. facebook's stock got hit a little bit today although some might be from the hideous twitter quarter. let me give you the bottom line. watch the bonds. they've become a referendum on trump's plans for the economy. when bond yields go higher, then you get this instant beam-up of the industrials and the banks. the rest, it's all gravy. alice in florida, alice. >> caller: hi, jim. jim, thank you for the education you give us. >> okay. >> caller: i'm an elderly retiree. i'm in a low tax bracket. i took a position in kraft heinz three years ago. it has doubled, and i'm wondering whether it's now time to take some or all of my profits. >> you know what, we are faced -- i gave a talk today to the action alerts club, and i

didn't touch on kraft heinz because i do am debating whether it isn't time to take some off the table. we got a nice gain. what does it do? well, it's going to report next week. the last quarter was disappointing. the stock got hammered. i do think that the company could be making a deal, though. so here's the problem, alice. you've got a really big gain so you got to take a little bit off the table, but i would let the rest run. that's what i'm thinking for the club. let's go to michael in pennsylvania, michael. >> caller: hey, jim, how are you, out of philadelphia here. what's going on, buddy? >> not much. how is geno's. >> caller: i'm a pats guy. >> next call. >> caller: anyway, under armour, calling about under armour. >> i'm a nike guy. i'm a geno's nike guy. >> caller: anyway, the stock's been beaten down in the last month. i bought it in the $25 range and then i just rebought it two days

ago now that it's taken a plunge, it seems to be going up. it was up big today. i wanted to get your feedback on under armour. >> it is very complicated situation, michael. thank you for calling. here's the problem. i think we're getting a reprieve. these stocks are all getting hit twice, once on bad sales and two on the possibility of a border tax. we're now going to go up as the border tax seems to get, you know, kind of fall by the wayside. but don't overstay your welcome because in the end, this is retail sold bricks and mortar apparel. i think 22, 23 keith in florida, keith. >> caller: hello to you. >> nice to talk to you. >> caller: i followed you for years on your morning show. i like you reserved, and i like on mn. i like the dynamics you present there. a booyah to james freeman at the street. >> what a guy, huh?

he's just terrific. he's been with me for ages. he's fabulous. what's going on? >> caller: well, i was curious as to pioneer natural resources. i followed the stock from the 140s up to 190. two days ago it went down seven points. yesterday it went up six points. today i think it went up close to ten points. >> right. >> caller: i'm curious to what's happening there. >> keith, this is the ultimate -- you know, thit's exaggeration in whatever direction. but pioneer is run by fabulous people. the quarter, i think, is -- i got to tell you. they probably have the cheapest oil, but it is a tiger by the tail. i think they're going to show good growth in april. i like it. i wouldn't touch it. ivan in texas, ivan. >> caller: hi, jim. booyah from mckinney, texas. >> all right, man. good to have you. what's going on? >> caller: i wanted to get your opinion on a defense stock

called huntington industries. >> look, it's real good. i mean there's mostly navy build. i have to tell you that i have done a lot of work on this group and i've come back and say the top dog in the group is general dynamics. so while i like huntington ing als, it's gd that has the best chances, i think, to go even higher from here because they've all been very good. all right. bonds. bonds are the name of the game today. keep your eye on them. don't dismiss them. they've become a tally on trump's plans. when rates go higher, trump's got game or vice versa. on "mad money" tonight, there's a good chance that you have some tree house food products in your pantry or now out there because they've changed their game. but could the stock solve your hunger for profits? i'm going to sit down with the ceo after its double-digit earnings today. then which stocks have a date with destiny? and what does that have to do with your money? i'm explaining how it's impacting stocks from twitter to

coca-cola. but first it's an og of the software industry. but lately it's been reinventing itself big-time. >> announcer: coming up, this old dog has some new tricks. cramer asks sap exec steve singh what his company is doing to conquer the cloud when "mad money" returns. >> 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.

whl thngik whha skba costs at tt wort wer? lk to your? at's t vue olko e valu catal is tcrea, nostlt t things thamatter

ever since the election we've spent a lot of time talking about the trump administration's potential impact on american companies that do a lot of business overseas. what about foreign companies that do business in america? take sap, the gigantic german software maker that dominates the enterprise. even though sap is one of the oldest software companies

around, they've made huge strides when it comes to shifting the business onto the cloud thanks in part to a series of very smart acquisitions. that's given the numbers a real boost. when sap reported a little over two weeks ago, the company delivered a 14 cent earnings beat off of a 1.50 basis. even though its revenues came in light, what really matters is magment raised their guidance. hitting a new all-time high today in europe, what a fabulous company with a terrific ceo, bill mcdermott who rang the opening bell today and said hello to me. can sap stock keep climbing here. let's take a closer look with steve singh. he's in town today for the company's annual markets day in new york city. steve was the ceo of concur technologies, and he gave you a magnificent are you skee-daddy 932% gain from his company's ipo in 1998 through the eventual sale to sap in 2014. so i always think it's worth

listening to what steve has to say. mr. singh, welcome back to "mad money." >> hi, jim. nice to see you again. >> first, what's life like at a big company? you started at a fantastic company. we all use concur here. you sold it, and you stayed. that's unusual. >> sap is a great company, and i'm having a lot of fun growing my portion of the business and really seeing the whole company thrive. >> you do something interesting at sap. sap has made a series of acquisitions. each time they made one, i heard skeptics from the other team saying, oh, that won't matter. but it looks like every time sap does an acquisition, it brings in new customers for the rest of the their business. can you talk about that, that kind of journey that companies take when they're at concur and they they go to sap and some of those other businesses? >> you're exactly right. this is obviously an acquired company. we benefited from the fact that sap has a very large customer base that embraced the concur solution. but it's also the other way

around. whether you're talking about a l'oreal or hsbc or siemens or, you know, pfizer, what we're finding is that customers are embracing all sap solutions. you may start off with a concur and then buy sap solutions. whether that's areba or field glass or our s4 product or the other way around. so we're seeing tremendous synergies, you know, across the acquired businesses. >> let's take an example for field glass. i mean acquired in march of 2014. it kind of happened. i didn't think it would really matter that much, but it has done well, right? >> field glass is a tremendous product. it helps our customers manage a very large portion of their workforce. typically a company will have 30% to 50% of this workforce that's either contingent or service-based. you want to be able to manage that team of people the same way you manage your internal team of people. so field glass bridges that gap. it allows you to integrate with success factors and manage every part of your workforce with the same level of transparency and,

frankly, engagement. >> we should mention that's human capital management. that's been a very good acquisition too, right? >> yeah. in fact, i will tell you i'm really pleased to see the performance of all of the sap acquisitions whether you're talking about success factors or areba or concur or for that matter, hybris. if you look at just areba, what the president has done over the last couple of years has been ama amazing. he's driven incredible focus on a better user experience, on greater innovation, and that's showing up in better customer satisfaction and frankly doubling bookings growth rates. it's been a real joy. >> i want to talk to you about concur. this was travel and expense management. until this, there was always you had a shoebox of receipts, took a huge amount of time. just talk about what automation did because i think this is really kind of -- it's a story about what progress is about. that's why i liked it so much. >> yeah. jim, maybe i'll take a different twist on the concur story for just a second. there's been a massive

transformation from client server to cloud computer. there's another shift coming, and that's from cloud computing to micro services. now, i realize that microservices is a bit geeky, so maybe i can give you a simple example of this. when kate, your producer, sent me an e-mail saying would you like to come on the show, obviously i always love seeing you, so i said of course. i'll be there thursday. and just in that e-mail thread, what it did is it automatically decided that i should book travel for steve out to new york so i can join you on the show. and all that happened from within the e-mail. so what's happening is the e-mail is saying, hey, look, i need to book travel. i'll just call concur and have concur do it for me. so there's no -- as i user, i don't go into concur. i just go about my normal daily routines and the applications start to take actions for me all seamlessly. >> that's unbelievable. i didn't know that. by the way, speaking of unbelievable, kate is unbelievable. our booker.

she's done a remarkable job under pressure because i'm not always that nice. i want to ask you -- it's a german company but to me it's all american. i don't get it. do you go to germany? i mean because bill mcdermott, he's a philly guy. i know you're from concur. i always am trying to understand what it means to be a german company because sap seems as american as apple pie. >> you know, look, sap is german in its roots but it's a global company. we operate in literally every major country in the world. so i don't think of us as anything more than a company of the world. we are just as big in the u.s. as we are in europe. in fact, are going to be larger in the u.s. so this is a great company that's expanding and growing in literally every corner of the world. >> all right. last question. you take -- i mean teem are saying you're talking customers from oracle, from salesforce. to me what it seems like is you're taking customers that are a client service or have one part of sap and you're bringing

them all the rest. it's not really much as a share taking and that's why we shouldn't think if salesforce is doing well, sap is doing badly. >> you know, jim, i think you're exactly right. there's plenty of room in this market for a lot of great companies to thrive. whether you're talking about salesforce or sap or anyone else. obviously, look, we're conservative. we want to win every piece of business. but the important thing is that we serve our customers. if the customer wants to use us in 70%, 80% of their enterprise needs and somebody else in another part of it, wonderful. we'll make sure we work collaboratively with those other companies and make sure the customer has an amazing experience. >> well, it's terrific. it's great to see you. i never take notes when a guest is on. mime writing down in micro services. it's like the old day when i wrote down cloud computing. you taught me that doo. steve singh, a real fabulous guy. what can i say? "mad money" is back after the break. siss.eand r w le

g as .. noe sendvoic eny'een vied g as .. and ta-da,aid twicas fas destiny. destiny is not a word you hear very often in this business, but sometimes it all comes down to which companies are in charge of their own destiny and which ones

aren't. twitter's stock was down hideously today after posting some pretty decent results. but many investors were aghast that it could slash its earnings forecast so drastically and not even offer a revenue outlook. it really shouldn't be that surprising, though. first twitter only has so much of the live action programming that advertisers want. second, sure, the president tweets and people go to see what he's tweeting. that's absolutely bringing in new users. however, there's a very big change happening on the web right now. for the longest time when an internet company increased users, its advertising revenue would go higher, pretty much in lockstep. more eyeballs equal more money. that's no longer the case, though because there are so many sites to choose from and because facebook and google are taking share from everyone, including snap, which will soon be coming public. plus you can make the case that no one's really in charge at twitter, especially since their ceo is essentially a part-timer. i'd argue that unlike facebook and google, now alphabet,

twitter's simply not in charge of its destiny at all. but the board, which is supposed to look out for and represent you, the shareholders, they remain sanguine with this part-time ceo. go figure. forget it, jake. it's twitter. i think you saw today that coca-cola isn't currently in charge of its destiny either, and that's because of its cheap product, soda, which is not the growth business it used to be. coke is taking action to become leaner, off-loading the botlers, but it doesn't have a model that can put it in control right now. maybe in 2018. contrast that with pepsico, a stock we own for my charitable trust, which has a snack business that makes a ton of money and is a truth growth company. the ceo is in control of pepsico's destiny, and that's why its stock should sell at a substantial premium to coca-cola. it doesn't yet. i think it will. we heard from the ceo of allergan yesterday. here's another expect of another company uniquely in charge of his own company, a huge contrast

with the rest of the drug industry. while so many other big fa mar companies need big price increases on their old products to make the numbers beat the estimates, allergan's acquired a series of small companies that can produce some major blockbusters. unlike all drugs, you can charge a lot more for brand-new pharmaceuticals that solve big problems like depression and suicide, and non-alcoholic liver disease. brent saunders has created a powerhouse, and best of all, the stock doesn't reflect that fact yet, even after this recent rally. we know that the restaurant sector has become a challenged space. we're always hearing about companies not being able to triumph over the weak consumer doesn't want to go out any more. panera has triumphed by enrolling 25 million people in a plan which is now responsible for more than 50% of its sales and going digital for 25% of its business. oh, and its delivery business, on fire. panera is in charge of its destiny. that's how its stock could rally

19 points yesterday. as i told members of the actionalertsplus.com club today in a conference call, starbucks needs to study panera's success because it has conquered a lot of the problems that mobile ordering are really causing spux right now. starbucks has got to solve that problem. just because you're not in charge of your own destiny doesn't necessarily mean you're in a bad place. for example, some companies fortunes may be hostage to a particular cycle, but sometimes that cycle is roaring. i believe that some of the big cyclicals like emerson electric and cummins and parker-hannifin have done great things to improve their companies but their stocks are only catching bids up here because the global economy is picking up. micron snared a huge upgrade from bank of america today which took the stock from a sell to a buy because there are shortages of the flash memory products. micron is distinctly not in control of its destiny. that's just demand overwhelming supply. right now companies that have taken destiny in or own hands are seeing their stocks rally

furiously. those that don't have control and don't have a tailwind from a cycle, they need a rising tide to lift their stocks. and after this run frankly, that's not something that i want to bank on. kyle in virginia, kyle. >> caller: booyah, jim. thanks for taking my call today. >> absolutely, kyle. what's going on? >> caller: yeah, i wanted to see what do you think fort meta company will be in about a year today? >> they've got a lot of areas they have to fix. you look at american, and you know they're strong. but ford is a uniquely challenged company. it's had problems -- it's not that big in china. it's had problems in europe and latin america. so i've not chosen to get behind it even though i like its ceo. that's not enough to be able to say pull the trigger. john in michigan, john. >> caller: booyah, jim. >> booyah, john. >> caller: dominoes pizza is up about 16 points in the last nine days, and i was wondering if you expect a pullback before earnings and would you get in on

that pullback? >> um, look, this is a complicated situation. i've liked dominoes throughout this whole period. so by saying do i have to wait for a pullback, i don't know. i think you buy some and then if it disappoints, you buy more because -- >> buy, buy, buy. >> -- no one does it like patty doyle. mike in my home state of new jersey, mike. >> caller: booyah. what's going on, jim? >> i don't know. you know, the guys are going to take me out to dinner tonight. i'm kind of excited about it frankly. >> caller: all right, great. my question is on ctl. i know they missed on quarter for earnings and revenue, but the stock held steady today. yields at close to 9%. what do you think? >> not a fan because i never reach for yield. i see that yield, 8.85%. i say juicy, juicy. what you should say is red flag, red flag. we don't reach for yield. i was taught that day one at goldman sachs. i never forgot it. companies that grab the reins of

ther own destiny are the companies that are getting their stocks bid up. those are the companies you want. much more on "mad money" ahead. a stock you may have never heard of that sits alongside some of the grocery store's biggest brands was up more than 12% today. i'm bringing in out of the shadows. do your stocks have what it takes to survive the unknowns in this market? i'll be the judge of that when we play am i diversified. plus all your calls rapid fire in tonight's edition of the lightning round. so stick with cramer.

we got a lot of big namz earnings reports this morning including those hideous numbers from twitter, so you might have missed the fabulous quarter from tree house foods, the king of the private label package food business. it has a long track record of

making smart acquisitions but their streak seemed to run out last quarter when the company had a rare miss. this morning, though, tree house reported a terrific five cent earnings beak off of a 1.09 basis with higher than expected revenues thanks to some of those acquisitions and strong full year guidance. in response, the stock shot up $9.36 or more than 12% today although it's still down nearly 20 points from its highs last july which is why i think this stock may have more to run. let's check in with sam reed, the chairman and ceo of tree house foods. mr. reed, welcome back to "mad money." >> jim, it's great to be back with you and especially on the occasion of establishing such strong momentum coming out of '16 that we're highly confident will carry all the way through '17 and beyond. >> well, i want to talk about that, sam, because i know some of the analysts were kind of in disbelief that you could have a kind of a light quarter. you had some problems with flag

stone. they were all just kind of like -- but it seems like not only did you pull out of it, but you're ahead of where you were or where anyone thought you could be in. in three months, how does that happen, sam? >> we were overly focused on this corporate carve-out from conagra. once we realized that was taking people away from their day jobs, we got that group back and in a fury they went about their business in both the go-to market. by the way, our core legacy business was up 3% in the fourth quarter, and the private brands from conagra closed a run rate gap and came from a great deficit to actually posting a gain. we're very pleased with both aspects of the business. >> let's talk about that because i know you paid a lot of money

for this private label business, but it was still much less than conagra. it did seem to have some speed bumps when you got in, did you discover it wasn't as well run as you would have liked? was that the problem? >> well, conagra had attempted to combine their branded businesses with the private label, and i think, jim, you and i both know from experience that that is not a combination that works well. we've dedicated ourselves only to customer brands and having sole focus is absolutely critical to succeeding here. by the way, i'd like to point out that there are still great brands in food. they used to be owned by manufacturers, and now they're owned by our retail customers. >> let's talk about that because there was an astounding figure that you put in all your data, which is a private label penetration in the united states is at 18%.

that's half of some western european countries. that to me says your stock has a very long runway ahead of it. >> that is correct, and there are markets in the united states that are in the high 30s that demonstrate that in metropolitan areas, there is great upward potential. i was particularly pleased that in our legacy business now, 20% of our private label offerings are better for you, natural and organic. they're a premier. they sell at 10 percentage point gain over the average. and we have 20% of our business growing at a 30% clip now. so private label has become the place where the people looking for health and wellness can go and find products that offer them value, jim, but without any compromise at all with regard to

food quality, food safety, or convenience. >> in the time since i've known you you've made so much money for people. i want you to address something you said on the call. this is how much you've had to change too. and then from a consumer perspective, we know that through internal research that millennials are the coming economic power and their motivation for buying these products, while value is still part of it is very different. you're talking about the idea that you can't be in 9 pantry anymore. you've got to be in a lot of other places. can you still make money in you're not in the pantry? >> we very definitely can. it requires a closer cooperation with the retailers that own their brands. and while we used to be charged lowest landed cost of the national brand equivalent, now we're asked to develop brand architecture to meet the demands of not the baby boomer generation but, in fact, the millennial generation, whose interest in value is

incorporated with better for you, healthy products, and a totally different lifestyle in which convenience is everything and in-home preparation of meals is quite different. that's why we have changed our industrial base to really focus on where is the market going and try to anticipate that. >> well, sam, i know you're back, and i think that this stock is going to have a big run because when you get it right, you get it right big. sam reed, chairman and ceo of treehouse foods. great to see you, sir. congratulations for the turn. it was not long overdue because you've made so much money for people. terrific job. thank you. >> thank you, jim. >> absolutely. ths, treehouse foods. this thing has so far to run, and sam reed is a fabulous money maker. i've known him for years. "mad money" is back after the break. ♪

somethringly desnes nx turbo ad. the v thatarar o bendli

somethexpeenmangnes nx turbo ad. it c be hard to brthe. it can b and e wolf hd wellwhen youave copd whh ke it hard toetir in. talked to my. e ... mbicort coulheyoeathbette, stti withiminute icort dot reple a ue inher str suddoms.nute syort helps id s youlu frovement ict d emphema.c bronchit it snobe taken ren y. ciormorol deatrisk ong itis,incrse yrit osorisand me yovebere taking itblood redoctof t uld an a day wi betthin

watch ou piggies (cldiges mbict.reathetearting within 5 n. get symbicorfreeor u to one yea visaveonsyort.com day to lea more.[vuiboes ey he busess lessoni .. got qckboit org h aount hows erhends. hh..hat'a prit torow,ne sikboo.com hh..hat'a prit >> announcer: lightning round is sponsored by td ameritrade. it is time! it is time for the lightning round on cramer's "mad money." that's where i take your calls rapid fire. you tell me the name of the stock. i tell you to buy, buy, buy or sell, sell, sell. we'll play this sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." let's start with joseph in ohio,

joseph. >> caller: hey, mr. cramer, how are you? >> i am good. how about you, partner? >> caller: i'm doing pretty well. thank you for asking. >> what's on your mind? >> caller: so i got in a group the day after it went public. i'm curious to know what you think the next 12 months look like. >> a lot of companies come public and this is the only one that we profiled. it's a buy, buy, buy. one of the reasons we thought it looked like another one of our faves, which is thor industries which has seemed like a permanent den ien on the new high list. chris in texas, chris. >> caller: thank you for taking my call. >> my pleasure. >> caller: i'm seeing signs of inflation out there and wondering if it's a good time to start a position in agriculture. i want to ask you about a stock that i've never heard you mention. it's adm, archer daniels midland. >> it's too inconsistent, that's why i haven't mentioned it. if you want consistency through thick and thin, may i suggest you go with reeshen haugen and

add coe which hit a 52 week high, and he bought a ton of stock at the 52-week low. how about albert in florida. >> caller: thank you, buddy. i appreciate you taking my call. you've been a big help to me for, shoot, probably ten years. listen, i've been buying up stock of dow chemical since november, and i thought it was a good investment. is this an investment or a trade -- >> you got horse sense. we just put out a memo for action alerts club members. i think the deal is going to get done. i think ed breen is going to get this deal together. in the meantime, i think it's a buy anyway because it's inexpensive. you got horse sense. i need jason in nevada, jason. >> caller: big booyah from vegas, jim. >> nice. what's happening? >> caller: what's your thoughts on shop iify? >> the thing won't quit. the e-commerce cloud platform that everybody likes, and i kient fight it. i can't fight the tape.

how about barry in new mexico, barry. >> caller: my thoughts is saic. it's up over 80% in the last months. >> another monster stock. it's just a monster. you know what, it is up so high i have to do work on it. i just can't -- geez. wow, that is just incredible. let me do some work on saic because i was going to recommend at it one time on the show. kind of got lost in the shuffle. my bad. let's go to rob in tennessee, rob. >> caller: hi, jim. thank you for your insights. >> thank you. >> caller: i'm thinking that with the platform drilling industry offshore, it's in the tank and yet this company knot tro transport, knop, is making money services these platforms. >> yeah, but rob, i think you're overstaying your welcome. i would be very careful with this. that whole tanker group is under siege, under pressure. i think this one, i'm going to say ixnay.

stephen in ohio, stephen. >> caller: jim, my question is with the new administration, should i add to my position in nak? >> i just looked this one up the other day. someone in the service industry asked me what do i think about this stock. no revenue, no nothing. come on, it's just a momentum play. i had to say, look, too dangerous for this guy, and that's how i feel. and that, ladies and gentlemen -- no, that is not, ladies and gentlemen, the conclusion at all. let's go to paul in texas, paul. >> caller: booyah, jim. >> booyah. >> caller: is my stock a buy? american campus community. >> i've always liked this company but i feel like i'm the only guy that likes it. i think that this is a really good business. it doesn't have that big a yield, but it's a growth business, and i'm going to say it's good. and now it is time. it is time to conclude the lightning round [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade.

hey! wtetoha yo srteam for lkin through myst. welli feretty smart. , wee out edatingleoptions stra. we, don't woy, lethccom myd. , wee out edatingleoptions stra. yorg m ilyourncdiiona.ry. we, don't woy, s. get helpoptis trading inkors, only at tdmetrade. aicipis lex.human.

okay. diversification, diversification, diversification. some lessons, you just can't teach enough because they are so crucial in helping you succeed. here in my class, homework is always due. that's why we play "am i diversified?." this is where you give me a call or tweet me, tell me your top five holdings. i'll let you know if your portfolio is diversified enough

or maybe you need to make a couple changes. the papers are in. now let's look at the grades. up first we have a tweet from @adam hinkler who says, @jimcramer, hoping for a #horse sense blessing from the pope of profits, new name, am i diversified? apple, united rentals, american express, international paper, and idexx laboratories. boy, talk about a couple of cramer faves in that group. let's take a look. okay. apple, we know, world's largest company, a tech company. united rentals, that's the best way to rent caterpillar stuff. american express, top ranked financial. idexx labs, the humanization of pets and international paper, kind of dragging right here. it's a tech. it's a rental. it's a finance. it's pets, i don't know. and then it's an industrial. that's exactly the pope of profits blesses that and congratulates you for having real horse sense.

let's go to bonnie in my old home state of pennsylvania, bonnie. >> caller: hi, jim. thanks for having me on. i've been a huge fan for almost 12 years now. >> there you go. got the mojo there. what's up? >> caller: well, i've got a few stocks so i'm wondering if i'm diversified. disney is one. do you want all five now? >> yeah, why don't you give me all five? >> caller: okay. disney, ford, sigi, which is selective insurance, and universal display, and sprint. >> got some interesting ones there. some of these are new jersey companies, isn't that interesting? including selective insurance. all right. let's go over these. selective insurance is a terrific little company. sprint, we know that is a telco. they're doing well. so is t-mobile. universal display, good technology. disney, excellent entertainment company, bob. happy birthday, bob. then ford, the automobile company. so we got auto, insurance,

telco, tech, and entertainment. wow, i mean like perfection. how about jason in florida, jason. >> caller: jim, i hear you before 3:00 a.m., that's amazing. >> oh, yeah. absolutely. go ahead. >> caller: okay. so there's five stocks i was wondering how they looked to you. >> sure. >> caller: one is rosters because you said good things about it because it's my wife's favorite stores. you said good things about them. they always have something come down the pipeline. another is intuit because i'm an accountant. i work with them. they're a great technology company. they know how to keep their costs low and really know how to get money out of people. adobe for the same reason, and seek oes bank because they lend out a lot of money in the area that i live in. >> was that all five? >> caller: yeah, that's all five. >> okay. let's go to work here. okay. so secos i don't know well enough. it's a good florida bank.

adobe, top flight technology company and one of mief bigger positions for actionalertsplus.com club members. thank you for being on the call today. i thought it was good. ross stores, a great discount retailer. it may get hurt by the cross border tax, but it looks like that might be d.o.a. amgen, fine, and intuit, the absolutely terrific software for your tax returns, which had a light quarter, but i was fine. tax return, drug, retail, tech, banking, yeah, well played by everybody. i'm giving everybody a's. stick with cramer.

if interest rates go higher tomorrow, believe me, there will be a follow-through rally. that's just the way it is now. i like to say there's always i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money." i'm jim cramer, and i will see you tomorrow!

narrator: on this episode of "secret lives of the super rich"... walk on water inside this famous hollywood producer's $16 million desert oasis with the infinity pool that lets you swim right into the master suite for the master bath. next, see why major celebs are paying lamborghini prices for everyday jeeps that are transformed into customized behemoths