goldman sachs. >> don't even -- >> on another one maybe. >> i'll raise you. >> goldman sachs. i'm melissa lee. thank you for watching. see you back here tomorrow at 5:00. don't "fast money." meantime, don't go anywhere. "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. so call me at 1-800-743-cnbc or tweet me @jimcramer. some weeks i wish would just disappear so we can get past them without incident. this is one of those weeks. while the market seems placid

enough, dow dipping 22 points, s&p rising 0.04%, nasdaq advancing 0.24%, let's face some facts here. we are fraught with expectations that may or may not pan out on the side of the bulls this week. first let's just deal with what i call the setup. for weeks now we've seen group after group move up. you know that. the health cares, the barnks, te insurers, the home builders, the industrials, the techies, so much others. look, it has been quite a bull market. but last week, last week stalled out, and there are myriad stocks that look like they're topping or can't get much further without some sort of good news happening, which is certainly possible. but worse, i see contradictions. i see historic moves that are based on false preconceptions 0er an atmosphere that maybe let's call it a tad too bullish for my taste. let's start with my biggest worry, the fed's meeting on

wednesday. now, last week i said bring them on. bring on the rate hikes. we need them. we need the fed to stop talking about gradual rate hikes and instead focus on what's necessary. simply dropping the language of caution about its moves and instead admit that the recovery is now moving into its regular cyclical phase, which means the fed needs to start worrying as much about inflation as deflation. here's the issue, though. there are always people who are going to get this wrong. there are always people who are going to come on tv, not on this show, thank heavens, and just give you a scare tactic. writhe now we think that a rate hike is a good thing, and you know i think it is. now, it's going to be terrific for the banks. they're the most leadership group if we're going to go higher. nothing's changed on that front. it's still the case. we need a minimum of three rate hikes if the banks are going to continue climbing because i think two rate increases in addition to the one in december already baked in. but i'm ready myself for the kind of uninformed backlash that we haven't seen or heard from since 2006. that uninformed backlash that says if rates go higher, we're

going to have a real earnings slow down and stocks are way too high for that market to hajdle. that negative chatter won't necessarily be manifested that broadly, that openly, that baldly. it will be case by case. let me give you an example what's going to happen. the housing stocks have been among the hottest sectors in the market. horton, kb homes, lynn nar, toll. they've acted fabulously. but they folks do not do better in a higher rate situation. they do worse. however, the analysts have all been silent during this run so far. i could see a scenario where someone comes out and down grading the home builders and frets over what prolonged rate hikes will do to them even though there's no such thing necessarily as the declaration of prolonged rate hikes. i think that call against the home builders will resonate throughout the market and stocks could get hammeredle. second we've seen packaged goods stocks soar. if you go back in time before that bid, you'll see a group of

stocks truly slumping both because of weak earnings and because rising interest rates make their dividends last attractive. if you can get 3% risk free, a 3% yield risk free, why would you risk getting a 3% yield from a stock that could easily go down 10% in a couple of days. yet that's exactly what might happen to these stocks because i don't think kraft heinz is going to strike as easily as it did against eun lever. why? because thaeft month yeun lever bid, warren buffett, who is affiliated with kraft heinz told cnbc he wouldn't go along with anything hostile, and almost all the companies with stocks that spiked in this period as part of the pin action from the uni lever bid, they don't want to be akwierd. that means these stocks are all up on the hopes of something that might not happen, a kraft heinz takeover attempt. i say those stocks become vulnerable. let's compound things. many of these packaged goods companies do a huge a of

business overseas. their estimates will have to come down in the dollar spikes on a rate hike as many people think will happen. so there could be a second day move against this very visible group when the analysts cut their numbers off the dollar. third, i'm concerned about some of the longer dated assets in this situation. what's a longer dated asset? biotech. let's take the biotech stocks. they don't trade on what's currently happening. they trade on the future. not on the numbers but they trade on the pipelines. however, if you believe that inflation is coming back as there will be people on air saying even though i don't think it is, you'll pay less for that pipeline because the future earnings won't be worth as much. if the fed signals that it's worried about inflation, you'll see a selloff in the biotechs. i've been through a bunch of fed tightening cycles in my career and this is what always happens to these kind of longer dated asset stocks, the ones that have a long-term payoff. it happened all the other times. it will probably happen now, right? my fourth concern is washington.

there's now no doubt in my mind that repealing and replacing the affordable care act has taken over the debate. it's going to be front and center seemingly forever. and that's likely to block the rest of president trump's agenda, especially if it takes congress a long time to come up with a palatable replacement that everybody can agree on. that's unfortunate for anyone who was hoping for near term tax relief. i don't think we're going to see results anytime soon. i think the summer is too soon. the fall? i'm hopeful now for maybe 2017. however, if you look at the infrastructure stocks, they're trading as if we're about to see a gigantic and imminent increase in federal spending on bridges, tunnels, roads, and airports. those stocks have definitely run too much if there's no short-term, no infrastructure bill. i don't think the money flows until 2019. then there's repatriation. some of the stocks with the most money overseas are trading as if that money is going to flow back at low rates within the next few months. against, i sense disappointment

about to occur. fifth, there's this border tax issue. i know it's boring but give me a second here. it's been my experience, not unlike with health care, that the lobbyists and the corporate interests don't take things lying down. given the precarious state of retail in america, this kind of border tax will be a total anath ma. i believe the retailers will make a compelling case that it would force them to lay off hundreds of thousands of people, and those retail job losses will far overwhelm whatever jobs might flow back from manufacturing, from that tax incentivizing domestic building. see, i remember when nafta was passed. it was viewed as a way for walmart to clothe the company with cheep apparel, so it was impossible to believe that those industries will come back here. but what will happen with a tax on imports? well, i'll give it tao. the walmarts of the world will have to pay more for their goods, but many of marginal retailers won't be able to cape pace and will fall by the wayside. so most likely, yeah, not make

it. that's what i'm saying. it's a real risk. you see these retailers. i don't care if this thing is phased in or not. the fact is if you look at those retail stocks, you can tell they're signaling tremendous losses and massive layoffs if congress passes a border tax. i think it's a very real possibility although one upside is that it makes the border tax a lot less likely. finally we're going to get an oil inventory number the morning of the fed meeting. i think it will show no letup in this crude oil bill. that could dry it up to the $44 level that we talked about last week and that two will be poorly perceived by the market, as a slow down. here's the bottom line. if we get an aggressive stance from the fed, no economic help from washington, coupled with more talk about a border tax and an inventory buildup in oil, it just could be too hard to run that gauntlet without some damage to stocks occurring. that's why we simply need to get past this week. sure it's possible we could come

out on the other side almost unscathed, but be aware that we need to overcome all these obstacles for that to happen. steve in california, steve. >> caller: booyah from redondo beach. >> oh, man, nice. what's up? >> caller: recently an analyst downgraded goldman sachs, and i know that there's likely going to be a rate hike here. i'm not sure how that rate hike will affect the stock. i own a small amount, and i want to know what you think i should do with it. >> rate hike really good for goldman. i don't like the boeing down grade today by morgan stanley. i thought the gold man down grade, look, the thing has had a monster run. why not declare victory if you're an analyst? it's very hard for me, though, to say, hey, listen, get out of goldman at 250 -- 248, and then get back in at 237. when we started this show 12 years ago, i might have suggested that, but i've learned a lot since we started the show. 237 is the same thing as 248 for a long termer. so i think goldman's good, but

you've got to have a long term perspecti perspective. alex in california, alex. >> caller: booyah, dr. cramer. this is alex from west los angeles. >> fantastic. better weather there than here. i can assure. >> caller: 80 degrees and sunny. >> i hope the double tree heat is working. >> caller: thanks for taking my call. i had a question about a stock tren azar. it reported on thursday. it lost 22% of its market cap the next day and all the other opticals are down on friday and today. so what happened to this optical super cycle? >> alex, i didn't buy into this super cycle. a lot of people did. there was a chinese order problem. whenever there's a super cycle, we got to run for the hills. so, yeah, i agree. i didn't like that conference call at all and i know people are trying to make a stand, saying don't worry about finisar fnlts i'm worried about it. i didn't like that quarter, and

i think i'm not going to like -- let's just say the group got overheated. let's go to terry in wisconsin, please, terry. >> caller: hi, jim. what are your thoughts about ak sthooel has a longer term investment. >> i'm not thrill with the company but i am thrilled with the government has woken up to the fact the chinese and koreans have dumped a lot of steel. i use bruce kamich at realmoney.com, it looks like the chart is kind of bottoming. that said, remember you're not buying the highest quality. what's the highest quality? new corp. there are just too many expectations that can go with or against the bull. we've got to get through this week and hopefully get through not too scathed, therefore almost unscathed? on "mad money" tonight, brick and mortar retailers have been having a tough time lately so why on hearth did j. jill just came public? i was looking at their stores. i got some clothes here.

you can make a judgment. let wile see what the prospects are. i'm pointing out two winners that have figured out how to tlievg in a crumbling mall landscape. and trump has talked a lot about infrastructure spend, so who could it mean for a company like u.s. concrete? i'm asking 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.

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tonight i want to talk to you about outliers, about retailers that have somehow managed to defy the stunning secular decline of their industry. this is a dark, dark moment to be in bricks and mortar. the competition from amazon and other online vendors has never

been more fierce. the rise of stay at home economy where you can pretty much watch or do anything from the comfort of your couch means that people have even less incentive to get in their cars and drive to a store and mall traffic is falling so precipitously that perhaps the whole ed i fifice i the verge of crumbling. yet against this horrific backdrop, we've seen a handful of winners. more on that later. and perhaps more surprising, last week no one talked about this. it drove me crazy. no one. we had a retail ipo, and the deal was not, i repeat not a total bust. at a time when so many retailers are wailing about store closures or anemic traffic, j. jill, the women's apparel chain, decided to come public. although it was presiden't a sml it went a lot better than you might have expected, especially since it traded back abrof that

$13 level today. could be a sleeper here. made us interested. so first question. what are the people at j. jill thinking that they decided to come public at a moment when retail has become one of the most hated groups in this market? does this company simply have a real bad sense of time something are they totally clueless or maybe, just maybe, could they personally have some reason do be extremely confident? let's dig deeper here since nobody else is because thriving retailers are et much an endangered species right now and we owe it to ourselves to see if j. jill might be in that category. first let me give you some background. it's a women's apparel brand focused on what i call the alternative young demographic, the 45 to 65 age range. the company has 275 stores across 43 states, split about evenly between lifestyle centers and shopping malls. you probably want to see what their merchandise is like. i happened to have gone to the store and gotten some of it. see? this is that alternative demo

thing i'm talking about. anyway, j. jill got its start as a catalog company, but in recent years they've expanded into an omni-channel player with about 42% of their sales coming from the web or catalogs and the other 58% from the traditional bricks and mortar locations. there's one other big thing here that sets jill apart. it's kind of proprietary database that tells them exactly who's buying what. the company then uses that information to make merchandising and marketing decisions. basically they're kind of like the nsa except they sell stretch pants. now, as i was reading through the ipo prospectus while you were doing something more interesting, i happened upon some interesting information. it's not just that jill has an omni-channel business these days. everybody in retail does omni-channel. i'm looking at you, target. their online sales are cannibalizing the kbriks and mortar sales and that's generally bad for the numbers because people rarely mike impulse purchases online, but it

seems j. jill is different. this company uses its stores to bring in new customers. then they try to get those customers to buy things through as many channels as possible. here's the thing. unlike the rest of retail where your typical omni-channel customer is worth a lot less than a bricks and mortar customer, at j. jill, the omni-channel customers buy things nearly three times as often and spend nearly three times as much versus their single channel customers. in other words, it seems like jill's e-commerce division is actually additive to the numbers where so many other retailers seem to be in kind of a vortex donner party situation. they're starving in the wilderness and they've turned cannibal with their online business feasting on the flesh of their offline business in order to stay alive. so far at least j. jill is not a cannibal. these days, that's a hugely complimentary thing in the retail industry. beyond that, the company's got a pretty affluent customer base, mp the average shopper has an annual household income of

$150,000 osh more. these customers are loyal. in 2015, roughly 70% of the company's sales came from people who had been shopping at jill for at least five years. they love the stuff. still, this is an awful environment for retail, so how does this company expect to be able to grow its business given all the headwinds? first of all, jill has strong numbers, surprisingly strong numbers. their full year numbers for 2016 aren't available yet, but in their offering dunlt, the company indicated that their sales likely increased by 13.7% last year with 11% plus same-store sales growth. 11%. double-digit. and a 63% increase in net income. really only ulta is around that level. that's on top of an already strong 2015 where they grew at a 16.4 clip and a 39% clip respectively. most retailers would kill for those numbers. other companies are struggling to put up positive same-store sales at all. jill is giving you double-digitity.

on top of that, the company has a proven track record of using their marketing spending to draw in new customers. remember that database? this helps jirlt target their advertising, which is how a 16% increase in marketing investment in 2015 translated tiny a 15% rise in the number of new customers. plus jill believes they can get direct sales, meaning catalogs and e-commerce from 42% of the total to 50% over the next few years and again, omni-channel customers for these guys are worth more to this company than bricks and mortar. highly unusual. that's wide they're improving the website to personalize the shopping experience. one thing has got me a little nervous. j. jill wants to expand its store base. they currently have 275 locations. they believe they can add another 100 on top of that. i hope that's not to please wall street. the plan is to open 10 to 15 new stores this year. we know given so many other retailers are closing so many other locations, it's kind of stunning j. jill wants to expand.

either this company is doing very well, or maybe this part of the strategy is a little foolhardy. in addition, you have to recognize that this is a private equity backed ipo, and in general those tend to have a spotty track record at best. in 2015, j. jill was acquired by tower brook. and even after last week's ipo, the tower brook guys control more than half of the company, meaning they're in charge. plus all the proceeds of the deal, they went to tower brook. these guys didn't see a penny. plus while we don't have any forward earnings estimates yet, looking at the trailing numbers from last 12 months, j. jill trades at roughly 25 times earnings. that's like a huge premium to a second rate retailer like -- gap at 12 times or nordstrom, 14 times. on the other hand, jill has a much faster growth rate and they would actually kill for j. jill's model. put it all together and i think j. jill could have a tremendous potential here, but given the horrific backdrop, i think it might be too soon to give the stock my blessing. we want to have it seasoned.

but you didn't be crazy if you wanted to speculate. let me give you the bottom line. it's got i lot going for it, including some incredible numbers for an apparel retailer. but this is a very difficult environment, and it wouldn't surprise me if tower brook, the private equity firm that took jill public, was trying to get out while the getting's good. i say this. let's look at it this way. let's call it one to watch, but let's wait and see if they can keep delivering strong results before we jump into jill. all that said, this one is boater than most any other brick and mortar retailer i follow with the exception of ulta. i got to tell you, that's really saying something. much more "mad money" ahead. what do a shoe store and a children's retailer have in common? more than you think. i'll reveal it just ahead. then trump's proposed a plan for $1 trillion of infrastructure spending over the next ten years. i'm asking the ceo of u.s. concrete what it means for that company's bottom line. and my take on intel's $15 billion bet on self-driving cars. stick with cramer.

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♪ ♪ nobody going to slow me down, oh no, i got to keep on moving ♪ >> it's not a pretty picture out there for the retail cohort. in fact, it just keeps getting worse. the mall, it's dying. people aren't going out to shop. stores are closing at almost unprecedented pace. it's like something out of yates' the second coming. things fall apart. mere anarchy is loosed upon the mall and everywhere the ceremony of innocence is drowned. but this is a huge but. there are at least a couple of retailers that have figured out how to drive even in this crumbling landscape. i'm talking about -- are you ready? i got two of them. foot locker and children's

place. what does a shoe store have in common with a children's retailer? they're two rare retail stocks that have actually been going higher. foot locker gaifr us a gain of nearly 20% since i recommended this back in december of 2015. children's place has rallied close to 15% since i highlighted it last november thanks to its fabulous quarter it reported just last week, which begs the question. how the heck have these two companies managed to keep the party going when nearly everyone else in retail has passed out on the floor and dealing with a really bad hangover. let's start with children's place. last week was truly a thing of beauty. what a beat. for years this stock had been a kind of an underperformer. from 2010 to 2015, it was stuck 40s, 50s. trading sideways year after year as the rest of the market powered higher. a lot of people had given up on the stock and then a pair of very smart activists criticized the track record of the ceo.

she gave them two board seats and maybe in order to placate them and get their help. pretty soon her long term strategy started paying off. that's why children's place saw its stock rocket more than 80% last year and the darn thing keeps running. after a half a decade of underperformance, the company has started to consistently beat the estimates. the truth is, this term was many years in the making. you know what? it's not done. it could be early innings. starting in 2013, elfers began to clois some of the company's least profitable stores. she rolled out new and better products and she revitalized the company by embracing new technology. we're now in the fifth year of a five-year systems implementation plan, including a new inventory management system that helped children's place avoid the costly mark downs that plaiged it in the past. a new digiting marketing system that's helping them connect with consumers and even a new mobile shopping platform. at the same time, elfers has

spent years expanding into international markets. put it all together, and you've got a rare retail success story. children's place just keeps getting better. the company kicked off 2017 by raising its fourth quarter sales and earnings guidance but the market barely blinked at the news. it took me by surprise. if fact, from the moment the company raised its forecast until before it reports, the stock was actually down 4%. how stupid is that? but then we saw the latest rilts and the stock shot up into the stratosphere. children's place shot the lights out. the company earned 1.88. you know the street was only looking for 1.59. huge. while its revenue was a tad light, big deal. same-store sales increased by 6.6%, even better than the forecast, and the guidance for both the annex quarter and the full year, down right phenomenal. on the conference call, children's place once again explained how its strategy is paying off. while their competitors struggle, these guys are rolling out hot product, taking market

share left and right. at the same time, the new order planning and forecasting tools that elfers has adopted allowed the company to keep its inventories lean, meaning they're no longer getting stuck with lots of excess merchandise, which they then need to discount like crazy or give all over to one of these guys that you get like a ross stores or something, and their e-commerce business is growing like a weed aided by a partnership with amazon. and children's place issic taing the rest of the world by storm. they now have 1 other points of distribution overseas up from 48% the year before, even as they closed 34 underperforming stores dominatically. the think the children's apparel space is unique. kids grow so quickly that you really do need to take them to the store to try things on. children's place owns the children space. with the stock trading at just under 18 times earnings, it's far from spefrn, even after its epic move. it could have more room to run. how about foot locker?

this is another extremely well managed company with fabulous execution, one of their competitors sports authority has been out of business for over a year now. but if foot locker was just benefiting from strong industry trends, then its competitors like finish line would also be doing well, right? wouldn't that be the case? it isn't. so what sets foot locker apart from the rest of the companies in its group? when the company reported two weeks ago, it delivered a solid earnings beat on top of a slight revenue miss. the stock shot up on the news from 68 to 75 because the commentary was so bullish. foot locker talked about real strength in life style and running shoes while the basketball business was better than many had feared. their best growth was in the kids business with kids foot looker chain killing it both at home and abroad. notice some similarities with

children's place? meanwhile foot locker is expanding into europe and while other apparel retailers are struggling, these guys have been having a lot of success moving into the sports apparel business. they've been trying to sell more high end shoes and fitness apparel to women. last but not least, the digital division is on fire, and it doesn't seem to be cannibalizing the rest of the business which you know is my big worry. get this. 14 times earnings. cheap. so what are the commonalities here? what sets children's place and foot locker apart from the rest of the retail pack? first of all, they've got clearly defined long term strategies, and both companies' management has been laser focused on executing and succeeding. they've made great strides when it comes to selling top notch products and expanding into underservices categories. foot locker with an exclusive partnership with the best of nike. then there's the stores themselves. so many retailers are closing

locations these days but children's place started closing their bad stores back in 2013. jang elfers says this is the right thing to do. foot locker has remodeled its stofr base. then fares the fact they both do a lot of kiddie business. children's place is obviously all about kids. foot locker has also been working hard to take share with a very young demographic. i think this matters. think about this. a 5-year-old can't just order whatever she wants from amazon. and speaking as a parent, you really don't want to buy your kid's clothe ozzer shoes off the web because they might not fit. by the time the stuff arrives, your children might hate it. going to the store is the safest way for a parent to shop for kids but that wouldn't be enough to save these two companies by itself. they also needed to have tremendous management, and they do. best in show. best in the mall. here's the bottom line. children's place and foot locker have been able to triumph at a time when most retailers are struggling to stay afloat. i think these two stocks could have even more room to run.

they've got the secret sauce here. their stocks aren't even particularly expensive, and they're terrific places to go in stocks get clipped after the fed raises rates later this week. can we go to ionis in california, ionis. >> caller: hi, jim. first i'd like to say baba ba booyah. >> exlaent start to the call. what's up? >> caller: jim, my question for you is on the company buckle, bke, this stock has just reported earnings for the fourth quarter of 74 cents per share. very close to estimates yet declining year-over-year and with continued pressure on margins in the tough retail space. with a current dividend of 5.62% and a company with a good cash balance sheet, jim, do you see this stock has a good dividend? >> no. i mean i think it's comp store sales were down double-digitity. we're not going to recommend any stock on this show where the comps are down double-digit. that's way, way too dangerous

for us. too speculative. anyway, look, i found you two retail gems amongst the rubble. children's place, take a look at their stories. they're quite good looking. and foot locker. i think they both have more room to run. much more "mad money" ahead. u.s. concrete has rallied more than 40% since election day. i've got the exclusive with the ceo. then watch out test louisiana. they're someone else in your lane. i'm giving my take on intel's $15 billion buy today and what it means in the battle for driverless tech. and all your calls rapid fire in tonight's edition of the lightning round. so stick with cramer.

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ever since the election, the construction and infrastructure stocks have just been flying,

even as it's become clearer and clear it might be difficult for trump to get his $1 trillion truck plan through congress, if at all. how mu how much is a result of the fact these are the kinds of companies that tend to do very well in an accelerating economy. take u.s. concrete. this stock is up more than 40% since trump's victory, and it's given us a close to 10% gain since we last spoke to the ceo just three months ago. u.s. concrete reported a very strong quarter at the end of february, higher than expected revenues, up nearly 21% year-over-year. it might be in the early stages. so let's check in with bill sandbrook, the president and ceo. welcome back to "mad money." good to see you. >> thanks, jim. >> people have to hear this. in the beginning of your conference call, you say -- this

is from february 28 -- we continue to see strong commercial, industrial, and residential construction activity in each of our major metropolitan markets and remain convinced we're still in the relatively early stages of this construction cycle. you're the most bullish person i've had on. >> i don't think so. i think you've had other guys in a similar space that are similarly bullish. things are good right now, and this has nothing to do with the truck infrastructure bill as you said in your preview. we're expecting something from that in one way, shape, or form in 2019, but right now we're in a strong economy in our four major markets, san francisco, dallas, washington, d.c., and northern new jersey, metro new york. and it's because of underlying building economy is very strong. >> that's important. i think that 2019 is the right time frame. i'm glad you're using that. in a bizarre way, i was thinking you're a strange but perhaps good play on tech. facebook, workday, google, amazon, they all come to new. >> they all come to us because they're very complicated

projects, highly specified concrete, and they need good service, and they come to a company that specializes in that. >> they're also the number of bridges you have in the metropolitan area is quite shareholder. they use a huge amount of concrete. >> a huge amount of concrete. we did the oakland bay bridge a couple years ago. >> gigantic job. >> again, high specification concrete and high service levels demanded that only a few companies can provide. >> speaking of something that only a few companies can provide, if we are going to build a wall between us and mexico, i don't know how many companies would be as equipped as your company to do it. >> well, remember we're going to supply the concrete possibly. we don't build the wall. >> how many yards do you think a job like that -- >> oh, it's millions and millions of yards. it's 2,000 miles but the specifications haven't been set yet, so we have to say. we're playing it a little bit close to our vest on what the true opportunity is going to be. >> right. but at the same time when i look at the jobs, i thought that

i-635 in dallas was a big job. >> it's still only dallas. it doesn't go from the gulf of mexico to the pacific ocean. >> right. this toyota building tells me when you have commercial construction it's a gigantic thing for you. >> it's very large. that project had a couple hundred thousand yards in it as well. that really is the underlying strength of the dallas economy. all the corporate inflow into that metroplex and we're doing the jpmorgan regional headquarters there. like you said, the toyota headquarters, and the thousands of jobs that come with that and all the other building that go as long to support that population. >> i was worried when i saw texas slow down because of oil but texas is a market unto itself. in the h it's the best market in the country. >> especially dallas-fort worth. it continues to amaze me our backlog continues to increase. we continue adding assets and trucks and drivers and still can barely keep up with demand in dallas. >> we've had a series of ceos, including zbreg hayes from united technologies on friday.

he said his biggest issue is labor. it seems like i mean how do you get all these qualified drivers? >> on both coasts, we're union, and we have a very good feeder program with unions and very good drivers. texas, it's a little more difficult, speflly in dallas-fort worth, and we have to constantly work at getting enough drivers in our seats. >> laguardia, giant job too, right? >> bic job. >> all of these jobs -- a lot of jobs either seem to be port authority where they can issue bonds. so there is -- even thoi we're waiting for a giant infrastructure, there are projects that public/private. >> absolutely. and it's driving the new york economy, driving laguardia, and the authority authority put out their ten-year capital budget in february for $32 billion in additional spend over the next ten years just in this area of the country where we have 17 plants in the five boroughs to participate in that ten-year plan. and the city had a very robust budget as well up to 2019, which significant increases in their own capital plans. >> one last question. i saw you doing the amazon distribution, but i was thinking that they're not going to build

a lot of new malls. >> once you had a mall, it was done. now you need warehouse after warehouse after warehouse. >> and that's you. >> that's us. >> this is a great story. bill sandbrook, the president and ceo of u.s. concrete. this is the u.s. economy doing it. you don't need washington. you just heard about all these projects. there's a lot going on in this country. "mad money" is back after the break.

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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 nolan in texas, nolan. >> caller: hello, jim. it's great to talk with you. i'm calling from nolan county, texas, the county represents the largest wind farm in the country. >> that's what we like, sustainability. what's up? >> caller: i'm wondering about one of my stocks that's been my favorite for years like the company, but the stock has been trailing off the last eight months. the stock is sonic drive ins.

>> i like sonic too. when we have cliff hudson on, i think terrific. here's the problem. right now going out, dining, restaurant, all bad. so we got to be very, very careful. can't push that one very aggressively even though at 23, it's very cheap. let's go to dee in michigan, dee. >> caller: skyworks solutions, i got in at the low 60s. is it time to get out? >> skyworks? going low 60s. maybe you sell a third and let the rest run. i only say that because it spiked so boldly in the last few weeks. i think that it would be prudent to just take a little off the table. and i like that stock. everybody knows that. mark in illinois, mark. >> caller: jim, booyah. first time caller. >> all right. good to have you. >> caller: great. hey, listen, i was looking at ionis, and was wondering why it's kind of floating along a little bit. >> goldman put out a call which basically said you don't want to get near this stock. i got to tell you, i would like

stan cook to come back on. we just go point by point. goldman's piece really did make you feel like it's the biggest short sale in the world, and i don't know. the we need to get to the bottom of that short call. let's go to art in california, art. >> caller: yes, professor cramer. >> hi. >> caller: should i purchase exxonmobil on the present oil price dip? >> i think till you should wait until it gets to 4% yield. it's at 3.68%. maybe exxon breaks 80 and then you can pull the target. i want you to get in at the right price. let's go to bob in california, bob. >> caller: hi, jim. i'm interested in abbv. >> you should be because that company is doing so, so well. they really do have a lot of good drugs. i think they've managed -- let me throw in abbott. both of them are very good situations. let's go to manuel in illinois, manuel. >> caller: hi, jim. thanks for taking my call.

>> of course. >> caller: my question is on amplified snack brand. i really like the company and think they got the right business model for a young growing company. just want your thoughts. >> people feel like unthls they get a takeover bid it's going to keep going down. the food business has gotten tough. as a spec, i don't know. i think it's okay here as a spec. but no more than a spec. you're not talking about a really cheap stock. and that, ladies and gentlemen, is the conclusion of the lightning round! [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. st wanted to thank your support team for walking me through my first options trade. we only do it for everyone gary. well, i feel pretty smart. well, we're all about educating people on options strategies. well, don't worry, i won't let this accomplishment go to my head. i'm still the same old gary. wait, you forgot your french dictionary. oh, mucho gracias. get help on options trading with thinkorswim, only at td ameritrade.

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i've said it before, and i'll say it again. autonomous driving is perhaps the biggest opportunity in tech on the horizon. anyone who can get a piece of this market is going to do incredibly well, and anyone who can dominate it is going to coin money. today intel took a huge step toward that dominance with its $15 billion purchase of mobileye. the israeli manufacturer that's one of the leading players in advanced driver assistance systems. mobileye currently works with 27 different automakers and has already worked with intel including on a groundbreaking deal announced last year with p bmw, 9 stock got hit today. maybe investors dumped intel because $15 billion seems like a large price to pay for a company with only $360 million in revenues and 660 employees. i think that's totally the wrong

way to look at it. what matters here is that intel is challenged for growth as that last quarter showed but the best growth it has is in the overall internet of things, data collection, data asem ambulance, data processing and the acquisition fits right in with that theme. as the ceo told employees in an e-mail, many of you have asked why we think autonomous cars and vehicles are important to intel's future. the answer is data. our strategy is to make intel the driving force of the data revolution across every technology and every industry. we are a data company. the businesses we focus on and deliver solutions to create, use, and analyze massive amounts of data, end quote. kriz an itch made this point to me when i spoke to him last month. he said he wanted to change the perception of intel. take a listen. >> 32 billion of our 60 billion almost -- 59.5 billion is the p.c. but as i go through this -- the rest of this decade, by 2020,

the data center, the autonomous cars, all of those other things will be bigger than the p.c. so we have to start shifting people's thinking that we are a data company because that is where we're headed, not where we are. >> and he went on to explain how autonomous cars fit in with the fast-growing cloud business. >> today i talk about the cloud is based on people. it's your tweets. it's your e-mails. it's your facebook posts. the cloud of tomorrow is going to be based on those autonomous cars, those drones that are flying through the air. the autonomous car puts out as much data as 3,000 people. one car is 3,000 people's worth of data. put a million cars on the road, that's equivalent to half the population of the world in data. >> right there. it's right there for the asking, wasn't it? look, autonomous driving, it's a huge market. intel's not alone here.

nvidia has got fantastic chips for autonomous driving. you saw that stock go up. nxp semi-has got them. google has got its own chips as part of waymo, it's own self-driving car division that i think is going to turn out to be the biggest winner in the space. my charitable trust, which you can follow along, owns nxp and alphabet, parent of google and waymo because we think this market is going to be so enormous, i don't think google is going to be considered to be an advertising search company when this stuff gets really rolling. you know that we have more than a million fatalities a year from car crashes. we have 20 million people in this country alone who are disabled and can't drive who can get around with autonomous cars. fantastic opportunity. so i know that the market didn't like the mobileye deal. the stock fell 2%. that's obvious. but that's way too short term. when you see the new intel, the one that's becoming a dominant

data business because of this acquisition, you'll want to pay more for the stock than the current intel where the p.c. is still all too important. i say congratulations, brian, on taking the next big step to get intel to be viewed as far more than a personal computer component maker. it was already more than that in many ways, but this acquisition will cement its changed legacy. stick with cramer. i'm val. the orange money retirement squirrel from voya. i represent the money you save for the future. who's he? he's the green money you can spend now. what's up? gonna pay some bills, maybe buy a new tennis racket.

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on tonight's all new american greed, are you ready for this scoundrel? a greedy doctor does the unthinkable, writes prescriptions for pain medication for people when they're sick or not, as long as they can pay. diabolical. you don't want to 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, and i will see you tomorrow!

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