did i offend people? too bad. 92 wants. breaking out. >> see you back here tomorrow at 5:00. meanwhile, "mad money" with jim cramer starts 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 you but to educate and teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. on a fairly dull day where the dow ends 16 points higher, 12th straight up day, longest streak

since january 1987, perhaps maybe we should stop worrying so much about how much this market has already run because if you take a longer term perspective, maybe you haven't missed as much as you think. those are fabulous words to live by, and they come from none other than warren buffett, the oracle of omaha, and the greatest investor of my lifetime. between buffett's annual berk her hathaway letter this weekend and becky quick's amazing interview with him on squawk box this morning, we got more investing wisdom than most people can consume for years to come. while it would be impossible to summarize, i feel compelled to talk about buffett's comments if only because it's so imperative that you read and watch this man. he's too great. he's too smart, and he's too well informed to ignore. first i want to start out with the bombshell he unloaded right at the very beginning of the interview this morning. the revelation that berkshire hathaway now owns 133 million shares of apple, putting the position neck and neck with his

coca-cola one. that's by way of his largest. why did he do it? here's what buffett had to say about the genesis of the apple idea. >> when i take my great grandchildren to dairy queen, they bring along friends sometimes. they've all got an iphone. i ask them what they do with it and whether they could live without it and when they trade it in, what they're going to do with it. and when it comes to the furniture mart, people have this incredible stickiness with the product. >> he then did the homework on apple's balance sheet. he examined the capital allocation, and of course the earnings and the revenues and decided that apple stock was an excellent buy. and this was before the stock's recent run. that's important. buffett didn't take the counsel so many of the summer patriot analysts on wall street who cover a lot of high growth companies like alphabet and facebook and tend to find apple stock wanting and are often quick to say that the company's best days are behind it.

>> boo! >> buffett, he couldn't disagree more. but remember this is a man who loves brands, which is why this morning speaking with becky quick, he compared apple to the american express brand when that was out of favor so many years ago and he loaded the boat up with that one. what a refreshing analysis. it rang so true, and i was thrilled that he recognized the reality that apple is not an expensive tech stock. it's a cheap consumer products stock. i say bravo. becky and buffett spent a lot of time talking about another issue that's very important, the high fees charged by money managers and how they're almost certain to underperform the s&p 500 over time, often because of those fees. he gave a staggering figure. he sai said those managers have probably taken $100 billion in fees. certainly the money could have otherwise let's say belonged to the clients if the clients didn't insist on their help. he said they would almost all be better off owning a low cost index fund. for the record, i know many of you are asking which is the best

of these funds. buffett by name mentioned the fund from vanguard. he also praised the father of the index fund, the legendary manager john bothle and suggested he deserved a statue for his pioneering efforts with it wasn't just the fees that hurts the clients. buffett points owl the real problem is the structure of the industry. in a money manager is successful, he takes in a lot more money. but running millions of dollars is easier than running billions of dollars. eventually these guys become victims of their own success and stop outperforming. how come hedge funds raise all this money if such a death sentence for their performance? because a big part of how they're compensated is based on the amount of money they're managing, not the performance itself. by the way, he says it's personal. oh, here's how buffett sums tup. take a listen. >> i've know ten or so people that with moddiest amount of money, i bet a lot of money they would do average. so the good salespeople

overwhelmingly are the ones that attract the money rather than the very few who are extraordinary at managing money. >> as someone who managed money, i can tell you a lot of truth to that, okay? just a lot of truth. now, i've always championed index funds to you, particularly for your retirement act, because i'm a lover of diversification. i also believe that it's worth trying to pick individual stocks with your discretionary mad money portfolio after you put the money away in the index funds. i don't think there's a contradiction here the money you need goes into an index fund. the money you can afford to risk can go into individual stocks, which is why we talk about them. but here's a question. why do index funds do so well? i think it's for the same reason that buffett says you should buy the stocks of conservatively run kpz. index funds aren't really static. they're not brainless. there are two ways out of them. takeover bids on the upside so you get a nice gain there, and diminishing size on the down side, something that often equates to ejection based on

poor management of the company or balance sheet deterioration. so you aren't really buying a totally dumb fund. that's why when you have choices for your 401(k) or i.r.a., you should heed buffett. go with the low cost index fund alternative. but when do you do it? again, buffett was humble and precise. on air he said you never know when there might be a panic, and that would be the best time to buy since, and i quote, widespread fear is your friend as an investor because it serves up bargain prices. a sound is worth a thousand words. >> buy, buy, buy. >> versus personal fear, which he says is your enemy because it's unwarranted when it comes to stocks. perhaps more important -- the right stocks, i have to say. buffett points out if you have a long term perspective, the best time to start buying might be now. why? because despite a lot of reports that we hear all day, he says

we're not in a bubble. how does the oracle of omaha know that? simple. he's comparing stocks to bonds. that's their natural competition. and he believes that bonds represent little value here versus stocks long term because interest rates are so low. he didn't get into some big rigamarole about president trump. he talked about owning great u.s. businesses over long terms and how you'll have managerial ingenuity and american economic dynamism on your side. i quote, american business, and consequently a basket of american stocks is virtually certain to be worth far more in the years ahead. i couldn't agree more, and he warns that, i quote, ever present naysayers may prosper by marketing their gloomy forecasts, but heaven help them if they act on the nonsense they peddle. boy, this guy sure doesn't mince words. the only tangential message to today's political investing environment was a jab buffett took at those who think buybacks

are unamerican, no doubt a reference to what some companies will do with repatriated money. buffett loves dividends, one of the reasons he likes his long term holdings so much. but he also likes the ideas of companies buying back stock provide the people running those companies put parameters on their buybacks. he's baffled about ou ceos don't limit we'll h where they'll repurchase stock. almost never refer to a price which we purchase will be es shoed. i like that. even while there would certainly be not purchase whole companies at any price, they wouldn't just go out and buy a company and forget the cost. i love this gem too because it applies to all of us. what is smart at one price is stupid at another, end quote. great dictum for everyone to live by. i could go on and on about buffett's wisdom, everything from a suggestion that people read shoe dog, the best business book of 2016, written by the nike founder, who we interviewed when the book came out. or the idea that buffett is going to make mistakes all the

time. it certainly happened more than he'd like. do you think anyone else would ever have the confidence to admit that on air. but the bottom line, my favorite quote you is buffett's last line in the annual report, where this 86-year-old icon says he feels great and intends to give meth use la, who lived for 969 years, a run for his money. i say bravo. may he live to 1,000. nico in massachusetts, nico. >> caller: hey, jim. booyah from umass amherst. how are you doing? >> i'm doing fine. thank you for calling. what's up? >> caller: yeah, my roommate and i watch you every night, man. >> that's fabulous. i love it when college guys watch. it's really fantastic. what's up? >> caller: we were wondering, would you rather see us buy dlr or buy an individual stock like intel that also has exposure to data center? >> they're both good. we had digital realty on. i thought they were fantastic. intel has got its ad campaign.

brian contra brian krzanich. i do like intel for this quarter. i'm hearing a lot of good things about pcs again. amd remains one of our favorites. tony in new jersey, tony. >> caller: love your show. appreciate all your help. thank you. my question is regarding the service now, symbol now. there was a 4.5% drop today. they announced a ceo change. is it a buy, hold, or sell? the company has been recently going up to a 52-week high. >> okay. all right. this is a very tough question, tony, because you know we think frank slootman is terrific. he's the retiring ceo. we like john donahue too. we interviewed these two gentlemen this morning, and you know what? i felt quite kwconfident that w have a winner in donahue, but i would be wrong to tell you that

slootman wasn't one of the absolute best. he'll transition. it will be good, but what can i say? i was -- slootman's last quarter was the best of all the big tech companies. how about jeffrey in new york, jeffrey? >> caller: jim, thank you for taking my call. >> of course. >> caller: you and i are both old enough, i'm afraid, to remember when certain great american products turned into ep onyms. >> i like that. >> caller: i'm talking about kleenex, popsicle. even heroin. heroin is a trademarked name. i'm calling about a company that's been both a generic noun and a generic verb as in i'm going to xerox a copy. they spun off the part of the business a couple, three months ago, picked up a couple of bucks on the market, and then it stopped and been languishing around 740, 745 ever since. what to do? >> we're waiting for a catalyst. there's no catalyst. it's got a good yield, and it's a very inexpensive stock. so you're being paid to wait for

the catalyst, but i don't have one myself. i just think it's cheap. that may not be enough for many of the people watching the show. in the words of the great, wise oracle of omaha, if you have a longer term perspective, maybe you haven't missed as much as you think. i agree. on "mad money" tonight, i've got your ticket to aruba, thailand, even australia. marriott vacation stock is taking quite the trip but are things just beginning to heat up after double-digit move in the past month? i've got the ceo. then my take on trump and taxes is a little different. do we really want the president to succeed? i think my answer might surprise you. speaking of trump, the president talked a lot about infrastructure spending. from building a wall to rebuilding america's roads and bridges. so what could that mean for an aggregates, a stone company like martin marietta? we're going to speak with the ceo, and boy is that a good one. stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets.

send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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today we're finally getting what i'm calling a much needed pullback in marriott vacations worldwide, symbol vac. the cramer fave vacation rental business that was spun off by marriott international back in 2011. here's a stock that's been totally on fire since we highlighted it a little over a month ago, including a phenomenal run in the wake of the latest quarter. how strong were these results? marriott vacations delivered a nine cent earnings beat off of a buck-74 basis. management gave fabulous guidance for 2017, forecasting 9 to 15% contract sales growth this year. that's the all-important key metric that you have to look at in the time share business. if the economy can keep accelerating, the think the estimates going forward can turn out to be too conservative, which means the took might have

a lot more room to run. let's check in with the president and ceo of mare yat invoicecati vacations worldwide. welcome back to "mad money." good to see you, sir. have a seat. >> great to be here. >> when we talked, the stock was, oh, i don't know, 50s, 60s. i couldn't figure it out, and people were telling me it's because airbnb is going to destroy marriott vacations, but they didn't, did they? >> no, they certainly didn't. uh-uh. >> how does a stock go like this? i think a lot of it is because you had some one time things but you said things were going to get better. >> back in 2015, we had an analyst day in new york. we told people that our plan was we were going to add new sales centers in new pre-sort locations, and we were going to have new marketing programs that delivered more tours into our existing sales centers. in fact, that all happened. >> there's a term that you use in your documents that's called tour flow. >> correct. >> wanted to know how important

tour flow is. >> it's very important because a time share, it's not a sought good. it's a sold good. >> okay. >> people don't wake up in the morning say, hey, i think i'll go buy some time share. existing owners do, but new owners don't. >> okay. >> so what you have to do is you have to schedule presentation opportunities with new customers to come in. you present the opportunity to them. you try to understand their vacationing needs. when all that happens, then you turn around and hopefully you're able to make a sale. so you have to have tour flow in order to get sales. >> so you've opened these centers, the six plus the seventh in new york. tell me how they're doing. particularly i'm interested in miami. what's it like if you went down to the miami sales center? >> miami is very interesting. it opened the last week of december of last year. so we have a very short run time on t. i think you'd find it's a great facility. so far, the indications are good. we have good tour flow. we have good closing rates. closing rate being another important thing in the business, which what percentage of the

people that tour actually buy? >> oh, okay. >> and then so we've got that. we had a sales center that opened in washington, d.c. that opened in april of last year. we had a small sales center open in new york city. >> okay. >> which we now have added a second sales center in new york city about two blocks away, which is about 11,000 square feet. so that's doing very nicely. we're very pleased. we had a new sales center open in surface paradise in australia. >> i wanted to ask you because i saw the asian number. a huge jump. >> 50% last year. >> could that be the beginning of something much bigger? >> we think asia is a great opportunity for our company. >> low base. i understand that. the one thing that caught my eye, i'm trying to get a -- you have a very asset-light model so to speak. you generate a lot of cash, and i was trying to figure out what the best use of your cash is given the fact that we also may

have a change of the tax code. it just seems like this might be your time to be able to do a lot of different things with that cash. >> clearly. as in all businesses, you know, use your cash to grow your business. >> right. >> if you fed all those needs and the way we do that is through an asset-light model, a capital-efficient model where we actually work with other parties to be able to kind of grow resorts, et cetera. >> right. >> or do things on a turnkey basis where we're not putting a lot of capital up front. we do it as the inventory comes to us. >> i love that model. >> since we spun off, it's been five years. we've generated just shy of a billion dollars of free cash flow, and we've returned $700 million to our shareholders. >> wow. >> so it's between buying back shares of stock, we bought back just about 27% of our shares of stock. >> you said that you would when it went down. you said, look, we're buying. you said it. you said, we're going to buy this stock, and that's exactly what you did. >> absolutely right. >> now, could you just give

me -- how economically sensitive are you? i'm getting the sense people are a little bit more willing to put some cash down. would a time share be one of the things they would put the cash down on? >> clearly it's not for everybody. >> okay. >> think about it as pre-paying your vacations, right? >> all right. >> and people that are -- i mean clearly there's a tight correlation between closing rates and what people feel about in consumer confidence. as that consumer confidence goes up as we've seen it go up nicely in the last several months, then closing rates start to come up with it only because people are feeling more comfortable about making commitments. let's face it, it's not a small commitment. >> right. >> you're talking about a $30,000 commitment on a discretionary purchase. but generally speaking, people are much more comfortable as the economy gets better. >> i want to congratulate you. boy were you ever right. that's the president and ceo of marriott vacations worldwide. this company has great cash flow and it's returning a lot to its

shareholders. "mad money" is back after the break. >> announcer: coming up, will washington, d.c. decide to build again? how will donald trump's infrastructure plans change the game for the building stocks? >> this is something that the american people want to see. it's a dire need across the united states. it will put people back to work. >> announcer: jim breaks ground with the ceo of martin marietta materials when "mad money" returns.

sometimes we need to question the things that virtually everyone in this business seems to take as a given. for example, at this point in the economic cycle, i got to ask you do we really need the president to succeed in his efforts to lower corporate taxes and make it easier for companies to repatriate their overseas assets? i'm starting to think. i'm going to give this a qualified yes now. as long as we get worldwide growth like we're beginning to have, then in my view we don't need these two initiatives right now to propel this market higher. i'm starting to think the longer these positives are pushed out, the more we can invest knowing, well, they'll be there eventually.

i've been thinking about these issues because we've had too many companies with lots of international exposure come on this show and talk positively about their businesses overseas after being negative about those businesses for so long. it's no coincidence that manny chur rico has been making his apparel numbers while others have failed. th the nearly 27% of this $8 billion business that's in europe is subsidizing the 55% that's in the u.s. as the u.s. side is rationalizing it's selling outlets. in other words, a lot of stores in trouble here. last friday we had cbre group on. i loved it. truly global commercial real services company. the business in europe is now driving the bus. or tonight when priceline reported an amazing blowout quarter. we saw that two-thirds of its revenues

revenues emanate from europe. and there are plenty more examples. honeywell gets 42% of its sales from outside the u.s. united technologies, 49% international, 51% domestic. i the growth of the international side better. if you listen to 3m's inga tu lien, you know the international business has really caught fire. that's right. that's how much it has internationally. in fact it was a domestic retail channel issue that held back the last quarter's growth. i think that will go away this quarter, which is why the stock keeps climbing. there's a reason why apple has such a huge cash hoard oversays. 60% of its business is international. 53% of alphabet's business is international. you know why i like that stock. 49% of facebook's is overseas. these are all action alert names. those ratios are both perhaps

surprising and also pretty typical of the modern day international tech companies. as i said on friday, brick, brazil, russia, india and china, with a throw back, making a comeback. while our corporate taxes are significant for many businesses, international growth is much more important, and we're finally getting it. in fact, because of the strength overseas, i'd argue that repatriation would matter more than a corporate tax cut. and while i expect that a lot of that money would return in the form of dividends and buybacks. none other than true investment legend warren buffett strenuously argued today on "squawk on the street" and in his annual report that those two streams are great for shareholders. as i mentioned at the top of the show, buffett bridles in the idea that buybacks are somehow unamerican corporate misdeeds that divert funds needed for productive efforts. i would argue trump's championing of deregulation and his endless parade of meetings with executives does create a

strong investing climate. but the idea that we must have corporate tax reform and repatriation is something that i no longer feel is as imperative as it once was. to put it another way, i would vastly prefer revenue growth and fortunate lid for the first time in ages, the international markets are giving it to us. phil in my home state of new jersey, phil. >> caller: booyah, jim. how are you, my friend? >> i am doing well. how about you? >> caller: good, good. thank you. happy belated birthday to you, my friend. it's been over a week or so, but happy belated birthday. >> i had a great birthday. my wife took me out to mexico. it was fantastic. what's going on? >> caller: nice. i was looking to purchase some shares of lockheed martin. as you know, lockheed martin has been on president trump's radar screen with the f-35 and what have you. now that president trump needs to spend more money on defense, do you think this is a good entry point? >> frankly, phil, it's not a great entry point because it's at an all-time high. so i would just methodically say

that i would wait. i would wait. as buffett told us, if you have a ten-year perspective, you can go buy it. why buy it on a spike like today? what's happened if you go back to 1980, you had a spike like this when ronald reagan was talking about a 600-ship navy, and then you had a dip, and then you had another rally. i'm actually going to counsel for the dip. let's go to dan in texas, please, dan. >> caller: hey, jim. what do you think of kohl's? they just upped their dividend 10%. >> i saw that. you know, i think that if i want dividends, i'm not going to take it from a retailer. i'll go from a utility with a steady cash flow. kohl's is fine, but i have no catalyst. i feel like retail bricks and mortar is not something i should be recommending to you. i'm going to stay away from kohl's even though it's a fine company with a good dividend. how about molly in virginia, molly. >> caller: hi, jim. i love your show. >> thank you. >> caller: i was wondering about

royal dutch shell, rdsa. >> right, right. >> caller: should i hold on to it, or should i sell it or get into another sector? >> no, i don't think you should sell it. i think it yields 7.25. i feel they're committed to that yield. i feel like this market rotates, rotates, rotates. it's rotated out of oil. i think it could go back to the oil stocks again, and i think you'll kick yourself if you sell that stock down here. all right. sure, lower corporate taxes and repatriation help the investing climate, but fortunately we may not need these initiatives as much as we did to propel this market because of international growth. say good-bye to back office paperwork and hello to big data. workday is changing the business of doing business. the stock reported after the close. could there be more in store as it shakes up the industry even if there's profit take something i've got the ceo. plus dial for dollars. i'm taking all your calls in tonight's lightning round. but first it's crushing stone and so much more. don't miss my exclusive with r

martin marietta. stick with cramer.

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what are we supposed to do with the infrastructure plays here? take martin marietta materials, mlm, the maker of aggregates, concrete, asphalt, and other basic materials using all sorts of projects. after trump's surprise election victory, martin marietta stock caught fire as everybody expected to get a major infrastructure bill. in the last month, though, the stock has pulled back from its highs and that's in part because it's becoming apparent that a big infrastructure spending package could be a little tougher sell than we thought for republican-controlled congress, which begs the question can martin marietta materials keep working its way higher like it did today, even without so much help from washington? let's check in with c. howard

nye, president and ceo. welcome back to the show. >> thank you. >> i haven't seen -- have a seat, please. -- a ceo say this. it's the first one. our overall outlook is the strongest we have ever seen. >> isn't that remarkable? >> tell our viewers because almost everyone says that something's tepid or they're worried or concerned. that's an amazing statement. >> keep in mind we went so far down when the housing fell off, and we didn't have a highway bill. what's come back if you think about it, we actually have a highway bill that's multi-year. housing is better, has a long way to go. we feel like in our market, non-residential is going to be good. it's a big piece of our volume. >> it's very clear, this aggregates business. you talked about north carolina, texas, colorado. are they just early adopters and we're going to see it from everybody? >> those are important states for us because of the position that we have in those statements. so we have leading positions there.

it lets us pull back on our costs. we can run our business very effectively there. at the same time, the southeast, north carolina, georgia, florida, south carolina, were states that in the recession fell disproportionately low, and now we're seeing them come back in a very strong way. if we look at population demographics there, they're good. if we're looking at job recovery, it's quite good. >> you're more tied in than most. can you tell me where you think the infrastructure bill really is because we know trump thinks you've got to double the amount of money. it's not going to go away. something is going to happen even bigger than what you're talking about. where are we? >> i think two things probably happen. number one, i think this year we're going to look more toward tax reform. i think if we see tax reform come, and they've talked about august time frame to get that done, we're likely to see something happen that allows continued investment in infrastructure. i think as we move into '18, we can look at something larger than that. importantly, nothing in our outlook right now portends anything like that this year. >> i think that's important for people to know.

through all of your presentations, it's not in the numbers. >> that's correct. >> it's really not in the numbers. similarly what's not in the numbers is the possibility that if there is a wall between texas and mexico, you are the company that would provide the ingredients. >> texas is the largest state by revenue. we're exceptionally well positioned in that state. importantly, when you get near the gulf or other parts of texas, we have the ability to come in with stone by water, with stone by rail. we also have cement in that marketplace, and ready mix in that marketplace, so in texas, but particularly in that texas triangle, we're the largest producer of aggregate cement. >> as anyone contacted martin marietta about specs for the wall. >> nothing like that has happened. >> always got to ask. you never know. you did talk about how the personal unanimous matters to martin marietta. >> well, it matters because we're starting to see some comeback in that permian. if we're looking more at the eagleford, the barnett, some of those, actually could matter even more. but part of what we're seeing right now, if we go back four

years ago, we sold 7.5 million tons to different shale oil plays across the united states. last year, about a million-five. we clearly think that can see at least a doubling over the next several years if oil stays above $50 a barrel. >> what i found shocking is the biggest user might be these lng plants. >> they're remarkably large projects. if we look at what's going on in the gulf right now in lng, it's problemly about $47 billion worth of activity. if we look at what that means on aggregates, it's about 17 million tons of aggregates, about 1.6 million cubic yards of ready mix concrete. these are enormous multi-year projects. >> can you compare them to when interstate is widened? which is more important? >> they'll both be important. you use about 38,000 tons of

stone per mile, per interstate mile. >> right. >> but if we're looking at these large projects f we're back to the notion they will need aggregates, ready mix, cement in that gulf area of the united states, we're particularly well suited to supply that. >> i learn something every time i read your stuff. you're talking about what you want to pay attention to is what ups and fedex are saying about how bad our roads are. they're bad, aren't they? >> well, they are bad. and they're the users. they're the people who are out riding on those roads every day. they can tell you what it's costing their business in time. they can tell you what it's costing their business in maintenance and repair, and the numbers are pretty staggering. >> if the government were to do a 50-year savings bond for make america's roads great again, do you think that's just me dreaming? i've been proposing that now for a year. >> i don't think it's dreaming because i think this is something the american people want to see. it's a dire need across the united states. it will put people back to work. i think it's something that could really be very helpful to the country. >> one last question. martin marietta has the best

buyback i have seen on the new york stock exchange. is that continuing, or do you think the stock is so high, maybe like warren buffett says, you've got to wait for it to come in? >> it is continuing, but we've also said our best first dollar is spent on the right acquisition, not any acquisition, the right acquisition. >> martin marietta has been a big win for us. i think it's going to continue to do so. that's ward nye, ceo of martin marietta. i've got to tell you, if you do get an infrastructure bill or wall, this is the number one stock to own. "mad money" is back after the break. sir! there's been a breach. we need your password so we can lock down the system. my password? yes, sir, we need your password. the password that i use? yes, sir, your password. there's been another breach! sir! right. okay. i-h-a... ...t-e-m-y-j-o-b-1.

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>> 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 chuck in california, chuck. >> caller: hey, jim. this is chuck from golden state warrior country. >> well, you got over to the sixers here. what's going on? >> caller: i want to know what your feelings are on paypal holdings. >> i think paypal, not inexpensive. but at the same time, great growth with a fantastic ceo in

dan shulman. let's go to thomas in connecticut, thomas. >> caller: booyah from stratford, connecticut. >> nice. >> caller: what do you think about going long with first solar? >> got enough problems with so many of the great energy companies right now. this company just had a big jump up after really getting clobbered. we want to stay away. too rocky. bill in wisconsin, bill. >> caller: hey. how are you doing, jim? >> i am good. how about you? >> caller: thanks for taking my call. what's your idea about wee bold? >> look, i don't remedy chinese stocks. i can get comfortable with alibaba. that's just about it. i think it's too -- it's not prudent enough for me to recommend chinese stocks. they're too difficult to understand. let's go to reed in alabama, reed. >> caller: hey, jim. how are you? roll tide. >> oh, man. love it. go ahead. hit me. >> caller: all right. so i'm calling today about a transportation stock, ticker is thrw. >> that stock was breaking out. i looked at the charts this weekend. i said you know what, maybe we

should be thinking about that more than fedex and ups. that's a good one. let's go to joe in washington, joe. >> caller: booyah, cramer. how are you do something. >> i am good. how about you partner? >> caller: looking at the semiconductor chip business, specifically texas instruments. >> i think texas instruments is inexpensive. i've done the work on that company. i also like analog devices. i like amd. i like micron. i like intel. i obviously like the group include broadcom. jeff in texas, jeff. >> caller: yes, mr. cramer. is there money -- your thoughts on u. silica holdings? >> the oil patch is so, so hard. the bottom called last week. i don't trust it for these ones that are ancillary plays. i'm going to say stay away. jimmy in new york, jimmy. >> caller: jim bow! real quick, qualcomm?

>> i listened to the company. i think it's got an interesting story. unless they close that deal with nxpi, i don't want it because they're too many telco. jack in indiana, jack. >> caller: hello, cramer. booyah. >> booyah. >> caller: yeah, i'm looking at array biopharma. >> interesting. this is one of those companies. it's a research company, so it's not going to have a lot of earnings. when i see a stock like celgene finally starting to move, my instincts are to say pick up the celgene. bob in florida, bob. >> caller: hey, mr. cramer. educate me about espr. >> that one's back from the dead. that really had a very big move, buff it's not my favorite again. i would rather be in a regeneron at this point. that gives you a better opportunity. and that, ladies and gentlemen, is the conclusion of the lightning round! [ buzzer ] >> announcer: the lightning

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what's happening at workday, the cloud-based provider of software that helps businesses with everything from human capital management to payroll, to employee expense management and procurement? to put it simply, work day helps companies save on labor costs by automating these back office functions. this stock has been a real roller coaster. when it reported back on december 1st, the company had some disappointing commentary and its share price got cratered. since then it's made a remarkable comeback to the point where the stock closed today just three bucks from its 52 week high. workday's headline numbers were certainly solid. let's dig deeper with aneel buschry, the co-founder and ceo of work day, to hear more about the quarter and his company's prospects. welcome back to "mad money." >> thank you. it's great to be back.

>> aneel, this time we got the best quarter in company history, closed out a very successful fiscal year. i think this is a different tone from what we heard in the previous quarter where you were abject about not everything closed right. things back on track? >> yes, absolutely. you know, we had a slow october, a slow november, and then the business bounced back very nicely in december and january. and it really was a historic quarter by all measures. and we kind of ran the tables on fortune 500 accounts. >> i thought it was very interesting. before we get to that, these are fortune 500 companies. you did mention going back to the last call, i would say there are a handful of large multi nationals that are trying to figure out what brexit means and now what a presidential election means to them. when they figured it out, do they come and buy workday? >> they did. i'm pleased to say they did. you know, it's our approach to be conservative if we see some caution in the market. the caution was there for a month.

it's frankly dissipated at this point. >> let's talk about some huge wins. recently announced deal with amazon and walmart. unusual to have two companies that warren buffett today said are going at hammer and tongs. what do they mean for shareholders? >> at the end of the day, we're focused on customer success. we have great products. in both cases, the companies did their homework and chose workday. and i think we're in a state of the marketplace where companies are doing their homework, not just on what the markets materials say but whether other companies are in production and having success with their products. that's where our high levels of customer satisfaction really pay off. >> now, you have explained to us many times that when there are mergers in the business, they have to choose between work day, but there's also the possibility of a competitor. how about that oracle acquisition of net suite? has that helped workday this quarter? >> yes, it did. we saw quite a bit of turmoil within the net suite customer

base, and i think it's only at the beginning. my guess is most of the net suite management team will be gone in 12 to 18 months. so most of those companies chose not to do business with oracle. i think they might come back to market and create an opportunity for workday. >> let's go to one company that i know a lot of our viewers follow because i talk about it absolutely endlessly, which is avago, which reports soon. this is now broadcom. when those great companies got together, did you have one of them and then the other one came to new how did that work? that's the most inquisitive in the semi-space and maybe the fastest grower. >> i'm not sure of the details but in many cases in the hr space since we have such a dominant share, both companies could have workday. but in many cases if the acquiring or the acquiree has workday, the joint company will take it on. you know, a new win for us is dow chemical. as you know, they're going to through a series of strategic moves and they will be using workday to basically bring all

their businesses together. >> so you will get dow dupont, which is going to end up being three different companies run by ed breen because you got the dow chemical business this quarter? >> i don't know about all the other dow businesses. i know the business that andrew live res runs. we're in very good shape with that one. >> can you talk to me? i'm not sure whether you're at liberty to mention the financial services companies, but i know you do get some big wins there. can you give us some? maybe they were european ones. whatever you're allowed to tell us because those are fabulous contracts for you. >> so i'd say two things. on the h.r. side, we won deutsche bank in germany. that was a huge win for us. it's a really great company with a great management team, and we're very excited to have a major flagship company in germany pick workday. on the financial products side, we really had a great run on the workday planning products, which is one of our entry products for financials. we saw companies like strierk,

nationwide, and netflix all choose workday, and they're all h.r. customers as well. >> i wanted to ask you about netflix. altz they roll out internationally, is that you following them everywhere? >> i would hope they would say that our platform is ready. if we're not ready in a certain place, i'll get a call from reed, and we'll make sure we are ready. but, yes, we are following them as they move globally. >> now, you're doing the amazon deal. amazon's probably hiring more people -- my understanding is they're hiring more people in the united states than any other company. so how is workday involved every day in that hiring? judging by the numbers they're hiring, they're hiring every day. >> we're just starting the project. they just became a customer in november. and, you know, over the next 12 to 15 months, our goal is to get amazon live, and at that point thiel be using workday to bring on new employees into the company. we have had experience from the very early days with companies like flextronics who hired in

some points in china 5,000 employees a day. so we have done the high volume hiring thing in the past. >> well, excellent. look, i know this is an important bounceback. i remember when you were -- you said it right up front, no one told you you had to do it but you put it there. it hurt the stock. now the stock is coming back. great to see you, sir. thank you so much. >> thank you, jim. good to be back. >> this stock has had just a huge move up. so if you see profit taking, that will be your chance because this is the comeback that i know i've been waiting for for workday's business. aneel buschry, ceo of workday. stay with cramer.

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tonight on an all new american greed, a chicago dentist sinks his teeth into business with a violent prostitution ring to clean their dirty cash. does he do it for love or money? don't miss it. 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. see you tomorrow! >> welcome to the shark tank,

where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ he's hoping to whet the sharks' appetite with his idea. hello, sharks. my name is les cookson. my product is the carsik bib. i am seeking a $30,000 investment in exchange for 15% of my company. now just imagine for a minute, that you're driving