"fast money" tomorrow. can't wait to see you there. >> jerk. >> i'm a jerk. >> not till tuesday. >> thank you. mckesson. >> i'm "fast money." 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'm just trying to save you some money. my job is not just to entertain but to educate and teach. so call me at 1-800-743-cnbc or tweet me @jimcramer. sometimes when nothing happens, it can still count as good news. today the new york stock exchange launched its largest initial public offering since

alibaba came public in 2014. snap, and it went off like a snap, without a hitch. believe me, it could have been dreadful. it could have been like the facebook deal. >> boo! >> which caused tremendous concern about the entire underwriting process. it could have been like twitter, which was way too hot, too soon. it could have been like zinga or groupon, two deals that spiked as only a small amount of stock was offered, so-called sliver deals and then cost aftermarket buyers loads of money. instead the snap deal went off pretty much like clockwork. congratulations, new york stock exchange. causing nary a hiccup for the rest of the market. dow sinking 113 points. s&p backsliding 0.59%. nasdaq declining 0.73%. the stock of snap, the company that has pioneered social

picture messaging opened up at 24, a pleasant, not too hot, not too cold, gold i locks like $7 premium to its $17 ipo price. it went smoothly and while you may regard the stock as hopelessly overvalued, it could have played havoc with the entire market as those other social media deals did. while it flirted with 26 at one point, it ended up closing pretty much where it opened, at $24.48, which is the definition of orderly. okay. so what does that matter? why is it so important? i'll tell you why. because i have become used to the idea that often the inability of the stock exchanges and the bankers themselves -- let's not spread the blame -- that they've been unable to handle high-profile hot merchandise, and that's created a sense of fragility about the whole asset class and turned a lot of people off the stocks just when they were beginning to gather a full head of steam with

the public. that's exactly what's happening now. to retail investors. so i was incredibly grateful to see that they weren't gaffed by snap. these kinds of deals are so often botched like facebook or designed to offer a huge pop that's so phony, like zinga and groupon. they caused angst about how the stock market can be considered a responsible repository of your wealth. when one of these deals blows up, it makes you feel wreckless trying to save money with these flimsy pieces of paper. so, yes, it's news when things work out as well as the snap deal did. now, i'm sure many of you think i'm nuts in general but also nuts for being sanguine about a stock that seals at 35 times sales, almost twice what facebook sold for when it came public even as facebook was on the verge of profitability and snap isn't anywhere near profitability. it may not even be a possibility. i admit it's per se overpriced. let's just stipulate it's a

ludicrous price. but a lot of that is because of the way wall street works. it's how it parcels out ipos. you see the syndicate dish out stocks to their best clients and ask that they pledge to hold on to it, not flip it. so they get it at 17, don't flip it at 24. so they agree. but then they don't get enough stock in the ipo to actually make a difference to their fund ah performance. after they pledge not to flip it, they really have no choice but to go into the aftermarket and buy more, paying up to round out their positions. hence why the stock price then floats to a premium. the average price these managers wend up with is still quite a bargain, right, when you average 17, say, with 24. and therefore, it's a win. now, i can't countenance paying 35 times sales for anything. however, i know that as long as the stock's hot and the vibe is hotter, as is the case with snap, then the company will get advertisers and more daily average users who will check it out, which means the momentum can remain strong. it's kind of a circle. now, if you bought the stock at

17, i would definitely say sell it here, please, because even as i think the revenues will double in 2018, making it half as cheap as 35 times earnings, i think they can do 2 billion in sales, that's still more than twice what i'm willing to pay for even the fastest growing companies and i'm breaking my rules. just so we are clear, alphabet and facebook are much, much snaeper than snap. favorites of mine i have liked for a long time, you can tell if you read the bulletins i write. on snap, i said this morning, what can you do? snap's valuation is just the price of hypergrowth right now in a growth-starved tech world and perhaps if the snap people can take all that money and use it to develop a whole network of productions that appeal to those who check their device 18 times a day and can be advertised against, then maybe they can pull it off. i find it unlikely and, again, wouldn't hold on to the stock, but that doesn't mean it can't go higher if it becomes the ultimate online mtv equivalent. twitter went dramatically higher before it crashed and burned and

it totally lacked snap's cool factor. how do i know that snap is cool? do i look like i know anything about cool? yes, because i've been at this business. i've been meeting ceos for 30 years but this was the first time my daughter asked me to get a selfie with one. but if i'm so adamant that snap's too expensive, why on earth does it matter that the deal went off without a hitch? let me give you four things that could have gone wrong today that didn't instead of pointing out four things that went wrong every day like everybody else does. this is wrong, this is what i'm worried about. i just encapsulated every show and article i read. first, there turned out to be a lot of money around the buy shares in snap. i have seen when you have a huge deal like snap, and it was huge, 200 million shares at 17 bucks, it tends to cause selling in similar stocks because of paucity of cash dedicated to this kind of stock. instead, there were only small ripples down in the group but nothing special. in line basically with the declining market. the selling took place in other areas, notably banks and the big industrials.

second, despite the expensive price of the stock, because it was -- it was arrived at in a smooth, practiced way. there was no panic as we've seen so frequently, and no sense that it really is the end of the run, which is something that i've often been willing to say when these kinds of deals get out of hand. yes, the stock's too expensive, but the deal was orderly enough, not violent, intelligently placed and not done at a stampede, so no one screamed, this is the top! third, after yesterday's remarkable rally, we could have been subjected to a dramatic decline today given that yesterday was a highly emotional move based on demeanor of a new president and a coming rate hike. we could have easily expected either buyer's remorse from that run or some heavier profit taking. instead you got neither. it was not much more than a garden variety decline. given that we're falling from the 21,000 level even as oil was down badly, please don't forget, 113 points down from 21,000, that's not that much. it's a lot less foreboding than down, say, from 15,000 or

10,000. we got to get used to these heights, people. finally the stock of caterpillar got smashed, trading down more than 4% as its headquarters were raided by federal authorities. this is a big dow component. i know the issues may have been pertinent only to cat, but in a tough market, many industrials would have gotten hammered off this kind of price action. instead the group kind of yawned. are we too complacent? no, we're going old school here. before the great recession when we had bull runs, we used to call sessions like this a consolidation session. that's right, we consolidated. there were signs of health, some small profit taking that in many ways whet the appetite of those waiting to get in or make you worry that the value was all one big gigantic short squeeze. those are off the table. it's obviously not a gigantic short squeeze. here's the bottom line, in short, a declining day following a rampaging bull run is actually

a sign of health, especially when it's associated with a gigantic yet well run ipo. it should ultimately bring out more buyers than sellers, and more initial public offerings of companies that may have been fearful to tap the markets. of course it wasn't an up day. but on a percentage basis, it was, in many ways, the next closest thing to an up day. art in new mexico, art. >> caller: good evening, professor cramer. >> thank you, art. what's up? >> caller: well, let's go back down to the railroad yard. there's been some drama down in the railroad yards this week and i need your thoughts about csx. you know, they're in the continued throes of an attempted corporate remake, and they've got a designated railroad makeover artist in one hunter harrison. >> yes. >> caller: last week, chairman and ceo michael ward announced his retirement, as did csx president clarence gooden.

just this week, csx announced that they're going to lay off 20% of its management employees in a bid to save $175 million a year. >> i got to tell you, art, all these things they're doing, you know, mike ward was not an idiot. i mean these stories all act like they was just running that railroad into the ground. he was doing a good job. i think that this rally -- i mank maybe there's three up and six down in this thing. now, it really is kind of an insult to mike ward what happened, and i don't think that this stock has as much upside as a lot of these crazy people think it does. it could go up a few, but it's just -- mike ward did not sit there and destroy that railroad. how about george in california, please. george. >> caller: hi, jim. i have a question for you. should i sell my walmart shares that pay dividend to buy amazon stock? >> you know, look, these are very different parameters. a person who wants income and wants to wait around for mcmillan to be able to figure out what's going on at walmart can get paid that dividend.

i happen to like amazon because i like pure growth, and i think everyone should have one pure growth stock, and amazon can certainly be that one. michael in texas, michael. >> caller: big booyah, cramer. my question is due to the recent overselling in ups, is now the time to buy? >> first of all, i like ups. i love it when the guy came. the ups guy was always nice to my dad. i loved that. ups missed another holiday season, and i'm getting tired of that. i prefer -- i have to say i prefer fedex here. ups seems cheaper, but i'm really beginning to question their whole concept of whether they can handle the amazon challenge, let alone the omni-channel challenge all together. we went old school today. we saw signs of a healthy market, one that takes a little breather on a day associated with a big ipo following a raging bull run. on "mad money" tonight, they all have cheese, but only one can deliver the most dough.

pizza players are dominating the stay at home economy. i'll deliver the answer. then it's a company that's worked with the likes of lg, fiat, and ford. heck, it may even have a hand in your smartphone. probably never heard of it. i'll reveal it just ahead. but first box was once the hottest new tech play on the street. its stock took a stumble today. what's next for this cloud player? i've got the exclusive with the ceo. so 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.

has box, the cloud-based storage provider finally found

its groove? for most of the time since its ipo a little more than two years ago, box has had it rough with the stock plummeting in 2015 and flat lining for the first half of last year. but just since the beginning of 2017, box has run up an astounding 20%. is this the first inning of a longer term rally or have we missed the move? box reported after the close yesterday, and my overall impression was mixed to positive. on the one hand, the company delivered a top and bottom line beat. its free cash flow came in positive for the first time. and it's billings, the key metric in this business, increased by 22%. on the other hand, box's earnings guidance for both the next quarter and the full 2018 fiscal year was lighter than some analysts were looking for. however the reasons for that weakness is because the company plans to spend more money to invest in its future growth, something we don't normally punish stocks for. the stock got slammed today sinking a little more than 8%. let's take a closer look with aaron levy. mr. levy, welcome back to "mad

money." >> thank, jim. >> you said, listen, your goal was to be free cash flow positive. it has happened. please tell our viewers why that is an important milestone. >> yeah. so this is a massive milestone for our business. two years ago when we filed to go public, we told the world that we would be free cash flow positive in q4 of fy 17. that was the quarter that we just announced, and we achieved that milestone, generating $10 million in free cash flow. so the investments that we had laid the foundation for in terms of our sales, marketing, technology foundation over the past few years have paid off and allowed us to reach the scale we're at where we generated $400 million in revenue last year, closing q4 with $110 million in revenue. now that we're cash flow positive, we can reinvest those dollars back into growth. we're going to remain free cash flow positive coming into fy 18 for the full year, with some seasonality on a per-quarter

basis, and we're going to be able to drive the business to grow, you know, quite well this year where we have pegged our guidance at 500 to $504 million in top line revenue for this coming year. so half a billion in revenue. >> what's next? should we start thinking about the value of your book business and off-balance sheet book business so we can get a sense there's cash building and your stock's too cheap? >> well, i think that on the cash side, you know, we ended the quarter with 200 million -- over $200 million in cash in the bank. we obviously don't have to raise more capital from the outside world now that we'll be free cash flow positive on an annual basis. and we're going to be driving more growth into the larger enterprise segments we've been serving so successfully over the past few years. in the past quarter, we did 64 deals over $100,000, which represents sort of the threshold where we start to think about these as larger enterprise customers. we're seeing more and more growth within the large enterprise segment. we had multiple customers that

did multi-million dollar transactions with us that are standardizing the way they manage their content and their collaboration and their data on box. so our strategy of being the cloud content management platform is really paying off in the enterprise today. >> i thought there was a great moment in the conference call where you said one great example of this past quarter is we did a large transaction, a seven-figure transaction with a financial services firm that replaced documents. is the process of replacing documents as well as using box to solve all their end user file sharing collaboration. if i went to that place, everything they had, what do they have big boxes and now it's on file somewhere? >> well, it used to be in their data center. what they're trying to do is migrate all of the infrastructure and the document management software technology to the cloud. and when you look at a large, in this case, a financial services firm that needs to be able to have the security, compliance, robustness of a platform that can scale to all of their employees, when they need all of those capabilities in one

solution, box is the only platform that can do that for them. they're able to both retire legacy infrastructure and spend as well as solve all of the net new problems that their end users have around sharing and collaborating in the cloud with box. >> now, you've been very clear with me on our show exactly what you felt would be the progression, but i think at the beginning it was difficult because i think people wanted to force you into looking like another company or making some promises that you were not able to keep, not that you ever wanted to make them to begin with. you put out a very nice note warning the people at snap that perhaps they should not be trapped by what others thing but make a clear strategy and stick by it. why did you put that out? >> well, i think that was just in one of the interviews that we were doing around their ipo, but due to our earnings being at the same time. but in our case, what we learned was having a very predictable business model where you'll able to drive consistent growth and overcommunicate your strategy. we were not well understood

going back two or three years ago. we were seen as a way that enterprises could store or share thar files when we were building out a very differentiated platform to help companies manage and secure all of their corporate documents and their data. so my note or message to snap was certainly make sure that you drive predictable, consistent growth, and you overcommunicate what makes you different, and then ultimately wall street will really understand the story. >> i just want to cross pollinate for a second. we mentioned snap. last night we had a guy from veeva on, very good company. a lot of his clients are exactly the same as your clients in the life sciences. do you guys integrate? how does that work? >> we do see each other within the life sciences space. we're obviously focused on more horizontal use cases, which to us means we want to solve everything from how the r&d team collaborates to the sales and marketing teams share their content to how the finance team works with their external auditors. so we are in many large life sciences companies, organizations like eli lilly,

allergan, amgen, pfizer, and many others. and in some of those environments, those customers are using veeva for a number of very important use cases. so we see ourselves as a part of a broader industry trend where enterprises in every industry are going to leverage best of breed platforms for different parts of their technology stack. so we do tend to see them, microsoft, salesforce and many others within our customers. >> i always want our viewers to understand there's ecosystems. you're a very important part of them. that way it helps them understand it better. aaron levy, congratulations on being cash flow positive in time, just as you predicted. >> thank you. >> "mad money" is back after the break. >> announcer: coming up, the patriots of the pizza oven are fixing to feud to trade their dough for your dough. in the new stay at home economy, who will emerge from the pizza wars with sovereignty over your taste buds? jim reveals his strategy for the

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>> announcer: from michaelangelo and da vinci, to the hatfields and the mccoys. from star trek or star wars to bet amax or vhs, the most ferocious rivalries all bound to the war for your delivery dollars. a fight for the latest technology. a race to your front door. when it comes to pizza, papa john's and domino's won't back down. >> since when did the pizza business get so darn complicated? we got two big publicly traded pizza chains. we got the papa john's, and we got the domino's, and what they're right now saying couldn't be more different. last week papa john's reported a

disappointing quarter with especially negative commentary on its conference call. it was ugly. so bad that the stock tumbled 7% in a single day, and the pin action, well, it caused domino's to lose nearly six points as well. but then two days ago, domino's comes out and reports what i consider to be excellent numbers, including a 12.2% same-store sales growth here in the u.s. i was only looking for 10. s that a truly incredible number when you consider how so many restaurants are struggling right now. so what the heck is going on here? were the problems at papa john's company specific or is it time to hop off the pizza love train which has given some staggering multi-year runs. domino's is up 1750% since i started recommending it roughly seven years ago. no slouch, papa john's is up more than 1,100% from its lows during the great recession. i've told you before that i think domino's is exceptional. it's basically a technology company that happens to sell

pizzas thanks to its traffic app. i have it on my watch. and amazing delivery service, making it a great play on the stay at home economy. you know i feel like all we do is we snap each other, stay at home, eat pizza, maybe some beer, okay? that's the way it is. let's start with what happened to papa john's, as in what the heck went wrong when papa john's reported on tuesday of last week? first of all, the company's results were mixed at best. i feel like i should make you a pizza when i talk. the company's results were mixed at best, all right? they delivered a small earnings beat with an 11.3% growth rate. that was the company's slowest growth rate in ten quarters. at the same time, papa john's posted lighter than expected revenues, and its same-store sales, up just 3.8% in north america, 5.6% in the rest of the world. i mean that represented a major deceleration from the previous quarter and came in short of what many analysts were looking

for. a little pepperoni never hurt anybody. now, i know many restaurants would kill for 3.8% same-store sales in north america but this game is all about expectations and people thought papa john's 0 do better. the company's gross margins declined for the second straight quarter. there was nothing i liked here. if the quarter was mixed, the guidance was down right subpar. papa john's forecasted 8% to 12% earnings for 2017. even at the high end, that would be their slowest growth since 2010. on top of that, they're predicting 2% to 4% same-store sales growth in north america and 4% to 6% growth internationally. it's almost like if you called to order pizza and say, hey, hold the growth. but what really crushed the stock was the conference call the next morning. when trying to come up with excuses for their same-store sales, for the soft numbers, management came up with some pretty farfetched alibis. first, steve richie, the chief operating officer, he blamed some of the shortfall on the

nfl's declining ratings. i mean, look, i know papa john's advertises during the football games. they're an official partner. i know they have a lot of partnerships, but this isn't buffalo wild wings where half the reason people go is to watch sports. it's a pizza chain for heaven's sake. second, richie went on to blame the unseasonably warm weather. that's always hurt my ability to eat a lot of pizza. what really scared people, though, was when he slipped in that after citing the continued competitive activity from all the national players, then when asked about the current quarter specifically, he said that papa john's was seeing softness. you want softness? seeing softness and told us that there were a lot of headwinds this year versus tailwinds. hmm, but he suggested the company could make it up later on in 2017. then the analysts pushed a little harder, asking how the

company would actually deliver on that promise, and richie said some things -- well, he said some more things that investors hate here, things like, things are always challenged when the competitive environment gets extremely aggressive with pricele. and he added our promotions in the first quarter were not necessarily as aggressive as some of our competitors in the first quarter. so we will make adjustments where necessary in order to, quote, ensure that we continue to take share. geez, he made it sound like papa john's is getting into a full-on price war. no wonder the stock got slammed. yet when domino's reported two weeks ago, they told a different story. just as we've seen for the last seven years, domino's delivered yet another blowout quarter. the company posted a 4 cent earnings beat off 1.44 bhasis. its revenue came in substantially higher than expected, up more than 10%. this was the third consecutive quarter of double-digit revenue growth for domino's. even better, the company's

same-store sales grew at a fabulous 12.2% clip in north america. even if the international numbers were up, but just 4.3%. don't these cheesy sticks look burnt? let me just point that out. best of all, while domino's doesn't provide short term, quarterly or annual guidance, the company raised its long term outlook. they're forecasting 3% to 6% same-store sales growth, up from 2% to 5% last year, along with 6% to 8% new unit growth and 8% to 12% global retail sales. that's up from 7% to 11% last year. in short, there's really no interruption to the bull thesis of empowering domino's with the international numbers being the only real fly in the ointment. unlike papa john's, they didn't fret about the nfl or the weather. the nfl didn't come up. i mean, you know, it didn't even come up. in order to make it sound like they're in under some sort of siege and a vicious price war. when domino's talks about promotions, it used data mining

to figure out how to reel in more customers. domino's is doing just fine. although the stock didn't move up much after the report, i think that's only because it had run so much going into the quarter. so is domino's just exceptional? is papa john's being weighed down by the same industry-wide problems that are hurting the whole restaurant cohort, or were its issues more company-specific? maybe we should go to pizza hut, which is owned by yum brands for a tiebreaker. when yum reported last month, we saw some softness at pizza hut. same-store sales sales declined. down two, that's terrible. on the other hand, the operating margin increased by 900 basis points. so while the sales were ugg list, business getting a little more profitable. put it all together, and i think we can conclude that the restaurant industry is in such bad shape that the weakness even extends to pizza delivery with the exception of domino's, which has so mastered the digital side of things that it can triumph

over the same problems that are vexing its competitors. now, domino's is more expensive than papa john's, but you've got to pay up for the best of breed. if you look out to 2019, the growth at domino's means it's only selling for 25 times those numbers and that's somewhat reasonable. here's the bottom line. the rising tide in the pizza business no longer seems to be lifting all boats. in fact, judging by papa john's and pizza hut, the tide seems to be falling. but thanks to its terrific technology and amazing management and also good tasting public defenders, domino's just keep outperforming anyway. while i'd stay away from the others, especially after this quarter, i think this stock remains one of the best plays on the stay at home economy. harry in kentucky, harry. >> caller: yes, sir. i am calling you about mar sker

beverage. they had a breakout in their revenue this quarter just reported. where do you see this improved sales carrying the stock price in six months? >> i read the conference call. everyone was just so gaga over it, all the new products and stuff. i thought it stalled from the future. i'm not sure i want to -- i mean everybody loved that monster call. i'm reading it saying i've been saying this for years. now everybody loves it? uh-uh. not my cup of monster. how about derek in georgia, derek. >> caller: thank you for taking my call. >> my pleasure. what else is there to do here? >> caller: well, the topic i would like to ask you about as an investor rather than a trader if we could make that distinction is kroger. is it going to keep sliding? >> boy, that quarter had no game. that business is so competitive. this is the one i like. this is the tomato pot -- cc, this is our fave.

no, kroger is just another ho-hum quarter. i can't believe it. if you want to be in that business, you got to buy treehouse. i am not knocking kroger. they are really good, and papa john's is good. i feel bad that i stepped on the papa john's. i mean it's not that bad. rangers win? geez. anyway, looking for a pizza play to top your expectations? i say stay away from papa john's, but domino's could getting rolling in dough. much more "mad money" including a little known chemical company with deep pockets. i've got the exclusive with the ceo. then there's nothing to buy after the market's historic return? think again. i've got dlee companies whose consistent stories are unsung. i'll reveal them just ahead. and all your calls rapid fire in tonight's edition of the lightning round. so stick with cramer.

what's critical thinking like? a basketball costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

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you may not remember this, but back in 2015, a whole cohort of businesses known as rollups, basically companies that exist to acquire other companies saw their stocks get obliterated as they realized the fed would soon start to raise rates and make it more expensive to borrow money. the entire group went out of style on the wall street fashion show. at least one is going to make a major comeback. i'm talking about platform specialty products, which was created four years ago as it's known as a special purpose acquisition company by our old friend martin franklin but has since become a powerhouse in the specialty chemical space thanks to a series of takeovers. this stock did get hurt in 2015, spent most of last year languishing in the low single digits. but take a look at this thing lately. in the last 12 months, the stock has nearly doubled including a

mammoth 57% gain just since the election. they get roughly half their sales from agriculture while the other half comes from energy applications, two areas that should benefit from trump's administration stance to deregulation and boosting the economy. now, the company reported a robust quarter yesterday morning. platform delivered a two cent earnings beat off an 18 sent basis with higher than expected revenue, some really bullish commentary on the conference call, some great cash flow. can the stock keep climb something let's check in with the ceo of platform specialty products to learn more about the quarter and his company's prospects. welcome back to "mad money." good to see you, sir. >> hi, jim. doing great. thank you. >> i've got to ask you point blank, how much of this rally do you think is because fundamentals have turned and how much are people just saying, hey, this is the kind of stock i want to own in a trump regime? >> well, you know, platform is in two terrific businesses, and last year it was time to

execute, and i think we did a terrific job. we have a great team, and i think there's a long way to go for this company. >> the execution you regard as being getting the margins up, paying down debt, and also having a lot of organic growth. >> it's all of that. you know, we bought several companies as you know coming into 2016. we wanted to integrate these companies, which is what we have done successfully. and we have become very, very customer focused. we've been very focused on growth, and i think we're delivering results on the back of organic growth. >> let's take your business in the car. are you displacing other companies that have been there, or you happen to buy companies that had good positions and you made them better? >> yeah. so, you know, as you said, we have two businesses. we have a business of specialty chemicals for electronics on the auto motive side. we are gaining share. in asia we are coming very big. and on the ag side, we are a very global business. it's been a terrific year for us

in an industry that has declienged last year, we actually grew. >> we're confused about the ag cycle because we're friendly with agco, which has had a monster run, but it's all on the come. it really hasn't happened yet. do you think people are jumping the gun, or is there really a major cycle, especially in latin america and you got to be in on it it. >> the ag business overall has been in a slump the last few years. but our business, we're into specialty crops, so we're into niche crops like fruits and vegetables that haven't been hit as hard. so we're not that much into -- >> so you're not corn and soy? >> we are some, like everybody is, but we're more in specialty crops. that's really helped us. >> okay. we talk a lot to ed breen, who is really remark be, and andrew live res, and they have really put together what's going to be, i hope, in the regulatory authorities let them through, dow dupont. they think ag should be separate from especially chemicals. i know that you were asked on the conference call and you said you're not going to comment on

rumors, but do you like the breakup of what dow and dupont are doing? >> well, i think that makes a lot of sense for that. you know, there's a lot of consolidation going on in the ag industry. frankly, you know, we work with a lot of these big companiies i collaboration. we have a focus on niche products. >> when we look around the world, we know you're very big in asia. we think asia is making a major comeback. you may be taking share in autos and i get that but we think it's an unheralded comeback. are you seeing the kind of green chutes we're seeing? >> absolutely. for us, asia is huge for what we call our performance solutions business. that's our industrial business. we are big into automotive, and we are gaining share but also entering into the automotive business. platform is huge in asia, and industrial chemicals. that way we have exposure throughout the world. >> the only segment that was

down and only 20% which wasn't that bad was oil and gas. i'm looking at oil and gas in the 50s. the rate cap goes up all the time in this country. but do you think at 50, 55, it's going to be a tough year? >> our oil and gas business, first of all it's a small piece of our business. >> right. it doesn't move the needle. >> and most of our business is in offshore drilling rigs, so it's in production. >> okay. >> and while the business is down 20%, our margins are still very good, and we think that even at 50 bucks, we're going to continue to make very healthy margins. >> to me, the story sounds like it's going to continue. it is kind of in the sweet spot of what people are looking for right now. that's the ceo of platform specialty products, pah. yes, it is a rollup, but they're executing very well in two businesses, in ag and in industrial, and both of them i think are going to be very strong in 2017. "mad money" is back after the break.

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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 bruce in arizona, bruce. >> caller: hi, jim. calling from sunny apache junction, arizona. >> very nice. >> caller: yeah. i called you about seven or eight years ago and asked about clorox, and it turned out very well. >> yeah, that's a winner. >> caller: the stock i'm wondering about is glaxosmithkline. >> wait until they get it together, which i think eventually they will. i'm not going to tell anyone to sell that one. how about sunu in california, sunu. >> caller: hi, mr. cramer. i had a question about pru. >> it's had a very, very big run. the insurers are very strong stocks. i have no edge to buying pru up here after that brig run.

i do like chub. how about phillip in california, phillip. >> caller: hey, jim. booyah. >> booyah. >> caller: my stock is apti, they keep going down on no real negative news. ways wondering what was going on. >> i got to find out myself. i don't see any news and the stock keeps going down. we have to do some homework. let's go to john in high old home state of pennsylvania, john. >> caller: hey, jim, john here from lasalle university, philadelphia, p.a. >> rock. kg asx. nice financials and a good 4% dividend. >> yeah, but you know, it's a taiwanese company. that's better than a chinese company in terms of being able to understand the financials, but i am loathe to just say -- i mean i like taiwan semi. i'm loathe to bless this one. taiwan semi is the only one i feel comfortable with. linda in florida, linda. >> caller: hi, jim. i'm so happy to talk to you. >> same. >> caller: i've listened to you

since your radio show. thanks for all you've taught me. >> thank you. >> caller: i want to ask you about what you think of a company that's the ups of china. it's fast-growing and cheap. it's called zto express. >> no, i don't like it. haven't liked it since it came public. if i want to be in that space, i'm going to say i'd rather have xpo logistics or fedex, which is doing quite well. why don't we go to ken in michigan, ken. >> caller: booyah, dr. cramer. what a great staff you have. >> the best in the world. >> caller: i'd like your opinion on nord son corporation. >> northrop or nord son? nord son is very good. they left that plant to mexico. but nordson is a very consistent, very good manufacturer. let's go to marcia in new york, marcia. >> caller: booyah, mr. cramer. i'm calling about nova cure. is it a hold, buy or sell?

>> you know, they've got -- you know, when you have these cancer formulations and i have not checked in with these small caps. again, i hate to say it but i have to do homework. i can't just say novo cure is fine. that's not good enough. we're going to do more. and that, ladies and gentlemen, is the conclusion of the light round! [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. gary. oh. what's with the dog-sized horse? i'm crazy stressed trying to figure out this complex trade so i brought in my comfort pony, warren, to help me deal. isn't that right warren? well, you could get support from thinkorswim's in-app chat. it lets you chat and share your screen directly with a live person right from the app, so you don't need a comfort pony. oh, so what about my motivational meerkat? in-app chat on thinkorswim. only at td ameritrade.

unsung consistent stories are mighty hard to find. almost all the great ones get bid up so fast that they're well, some, meaning they're crowded trades to use the parlance of wall street, which is why this week's become quite fun for me because we heard from three ultra-consistent companies, priceline, burlington, and broadcom, that haven't missed in ages yet somehow are constantly written off as having one foot out the disappointment door. they're the unsung heroes of this earnings season. i've highlighted priets line many times to you in its jaunt from $200 to over $1,700 in the last six years because it's expanded well. so many times we've heard that this model will be killed or that the competition from expedia or trip adviser would do them in. didn't happen. when zika raged or ebola raged

priceline didn't skip a beat. not that long ago, i heard airbnb would be the next thing to wipe them out. it hasn't raised the profile of open table, which it purchased for a pretty penny a few years ago. i like they blocked out another competitor. priceline is a very well run company and once again it delivered. that's why it's up more than 100 points this week alone. burlington coat factory used to be one of the most inconsistent clothing retailers out there until it went private and came public again as burlington stores. it's off price store is treasure hunt oriented. how many retailers had this to say about their quarter? we are pleased to report a better than expected fourth quarter results that included strong sales growth, positive com sales, and 19% growth in adjusted diluted earnings per share, among the top performers

but also beauty, men's, athletic shoes and handbags. those were some of the weakest categories for the full priced outlets. that's how this stock rallied nearly six bucks on a down day. finally i can't stress enough how much i like the stock of broadcom, symbol avgo. once again this semiconductor and communications company just blew away the numbers. once again the street had to revise them up. once again it practically printed money to the point where sun trust said it was spewing a tsunami of cash and once again it further diversified away from just being an apple supplier. oh, and this almost 2% yielder remains deeply committed to returning cash to shareholders even as it continues its inquisitive ways most recently buying brocade. the best is yet to come because when avago acquired broadcom and subsequently changed its name, it set itself up for the biggest change of all that's coming to telecommunications, the rollout of 5g, which is going to be

amazing for this company. you get all of this for just 14 times earnings with a stock that actually closed near its intraday low, up only two bucks after a real burst of strength early in the session. none of these stocks are sexy. none makes you feel like you're on the cusp of social or mobile or cloud or disruptive technologies even though with broadcom you are. yet all three offer terrific bargains to both their customers and their shareholders. hey, listen, it's a simple dictum. reward the customer and the shareholder on a consistent basis, and you'll get more customers and more shareholders and therefore a higher stock price over time. stick with cramer.

at bp, we empower anyone to stop a job if something doesn't seem right, so everyone comes home safely. because safety is never being satisfied. and always working to be better. congratulations to the new york stock exchange for doing a terrific job on the snap deal. if you got some at 17, yes, ring the register. 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." ♪ with a new twist to a conventional product. hello, sharks. my name is dave mayer, and my company is clean bottle. i'm here today seeking $60,000 in exchange for 5% of the company.