good show tonight. well done. >> it was. an expanded desk. thank you for being here on special coverage of the health care vote. we'll be back on monday. meantime, don't go 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 teach and educate. so call me at 1-800-743-cnbc or tweet me @jimcramer. they pulled the bill. they pulled it, and contrary to what we heard would happen from so many commentators and money managers, stocks actually got a

little bounce. that's right, there l be no repeal and replace of obamacare, at least not anytime soon, as the republican leadership decided to throw in the towel after realizing they just didn't have the votes. for days we've heard that if the bill failed it could spell the end of the trump rally. but when it actually happened, the markets seemed a little relieved. dow ultimately sinking 60 points, much better than 126 point decline right before the news broke well the s&p dipped 0.08%. nasdaq advanced 0.19%. why didn't the averages get obliterated? why didn't the market get crushed like so many professionals told us would happen? i think we finally got a reality check as investors realized that this whole thing was being blown way out of proportion. look, it's not the end of the trump rally because as i keep trying to tell you, it's not really just an all-trump bull market all the time. sure, it helps that trump loves business and business people,

creating a much more positive backdrop for the stock market and he's a contrast to hillary clinton when it comes to regulation, repatriation. but the vast majority of companies we follow on this show have their own stories, their own managements, their own paths of glory or, yes, disappointment. now, on monday i expect some people to come out and say with this major defeat on health care, trump's lost his legislative mojo, and therefore this market should repeal a big chunk of its post-election gains. i disagree. if anything, this might turn out to be a blessing for trump and for the stock market, a win for parts of trump's agenda, and the parts that wall street is really excited about. i'm talking about tax reform, which means tax cuts of course, repatriation of overseas assets, which means more money for buybacks, dividends and hiring, and infrastructure, which means maybe $500 billion worth of building. think about it. if this bill had passed, we

would have spent months and months debating it in the senate. whenever our leaders try to overhaul the health care system, it sucks all the oxygen out of the room for other issues, so the rest of the president's agenda would have been put on hold for a health care bill that's incredibly unpopular. honestly, have you ever heard -- do you know a soul who says, yeah, man, this is a great bill? you have to understand the worst case scenario with this obamacare repeal and replace bill was never that it would fail. the worst case was that it keeps going on and on on life support and creates a legislative logjam that prevents anything else happening that trump wants. now, though, trump's pulled the plug on this bill he can move on to the goodies that actually do help stock prices. plus the republicans really need a win, and they need one soon. so we might get tax reform than you and i thought. and for those of you who were concerned about the economic agenda, let me just say that the only thing harder than overhauling health care is taking away an entitlement.

the gop just tried to do both at the same time. tax cuts on the other hand, easy sell. and since trump will be leaving obamacare alone for the moment, it's much easier to imagine him getting some bipartisan cooperation from the democrats on less controversial issues. still if we get a delayed pullback on monday as people worry that losing on health care means the rest of the president's agenda is doomed to fail, which i'm telling you is not true, i think you should use that as a chance to buy some stocks like the industrials that would benefit from tax cuts or the banks that benefit from deregulation and higher interest rates or feel free to pick at the stocks of companies that just put up terrific numbers. adobe, fedex, oracle, micron. more on that later. of course it's a fine time to buy fang, facebook, amazon, netflix and google now alphabet. do not be deterred by that advertising fracas. google will solve it. in short, don't read too much into what's happening in washington. it's not as important as you think shs and it's certainly not as bad as you think.

with that in mind, let's turn to next week's game plan, which has plenty of opportunities. take monday. monday red hat reports and queer goi -- we're going through a cycle where anything related to cloud computing blows away the earnings. think about it, aso by, service now, they've seen their stocks move sub substantially higher on good quarters that. could happen when we hear from red hat. this might be an interesting play if we do get slammed on morning. when i think about how micron managed to roar higher today even as the house pulled the health care bill, i don't want to miss any other tech opportunities. tuesday is filled with some attractive places to go if we get hit with a selloff. we have carnival cruise, which is typical experiential name where we've spoken to the ceo multiple times. and the company's performed so strongly under his leadership that you have a chance to maybe buy some right into an upside surprise, especially with the recent dip in oil prices. what else? darden's been a standout performer. you probably know it as olive garden. it's the only restaurant chain

other than panera, and i think that it can continue to go higher because the company is continuing to benefit by the positive changes made by management. we also hear from mccormack, the spice company, and i think you can hold out a lot of promise if the ten-year treasury goes up in price, sending yields down. people love these kinds of stocks. recession-proof. stay at home. fabulous management. then tuesday night two more experiential opportunities beckon. we've got the ollie's bargain outlets and dave and buster's. now, ollie's army, they love to follow this guy, okay? they like the treasure hunt that ollie offers. as always, we like a retailer that can come in under amazon on price, and this is one of them. dave and buster's is about entertainment and grub, again worth getting off the couch for. i have confidence in the people who run it. we once spent $25 with the claw trying to get something out, but we got a little kewpie doll.

wednesday kicks off what should be a good report from paychex, the payroll processors we've correctly liked for ages. i know the end of the worlders constantly perceive weakness in the trump administration but the fact is we have a ton of data and ceo commentary that suggest small and medium size businesses are doing quite well. plus paychex benefits whenever the fed tightens because they collect interest on their client's cash while they wait to pay it out. so two more rate hikes would be very good for them. i would stay long in paychex and buy more if it comes down. after the close wednesday we hear from one of the retailers that might be able to buck the negative trend in the group. i'm talking about lululemon athletica. i'm actually kind of glad the stock's going down before the quarter because that takes out all the fluff. i know people think of this as an athletic apparel store. i think of it as more of an ethos that happens to sell clothes. sounds a little oxymoronic, i know, but that's pretty much how it's been. ip like the story. thursday we have key analyst meeting for akamai and i'm

hearing it could portend good things for this company, which has been consistent of late, including its last quarter which crushed the stock. akamai is down ahead of the meeting, you may want to speculate on some of the calls. finally on friday we get earnings from a company people love to hate, blackberry. it amazes me there's still hope here, the kind of hope that you get from fitbit or gopro based on the belief there's going to be some sort of glorious resurrecti resurrection. the jump has been worth shorting ever since the iphone took over the smartphone universe. just say no to blackberry. here's the bottom line. when you get swept up by the narrative you miss all the opportunities sitting out there in reality. today this market came to its senses after the republicans pulled the health care bill and the world didn't come to an end. but you need to remember that washington is not what controls the destiny of the stock market. the profits of individual companies do. i'm going to start with john in california, john.

>> caller: jim, we love you out here in sacramento. thanks for all you do. >> i miss sacramento. i miss the honeysuckle in the spring. it smells so good. what's up? right, doesn't it? all streets are lined with honeysuckle in sacramento. >> caller: there you go. i've been following -- i have chevron, and i love it. i heard shell's going to invest heavily in the north sea with the wind turbine project, and they were saying that's the future of energy. and with the pipeline coming through, how do you think chevron is positioned? >> chevron at 4 percent has been my level to start buying it over and over. high-quality company. 4% yield, backed by a lot of cash. chevron's right. i wish chevron would come on the show. i don't know. maybe i'm wishing on a star there. anyway, you want to read about drama in washington? that's one thing. but if you want to kind of make some money, get your head out of the capital and keep your eye on opportunities making themselves available. on "mad" tonight, i'm taking on the tooth fairy with a plan to

profit off your pearly whites. don't miss my take on the booming denl players. there's a bull market going on there. serious gains. better than what's under your pillow. then micron flew higher today but is it still time to buy? and improving global economy provide a lift to travel stocks? i'm speaking with a hotel owner with more than 236 spots to call home. 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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i keep telling you that there's a huge difference between the narrative of this market, the story of the commentators and money managers keep telling about how the weight of the averages sits almost entirely on the shoulders of president trump, and the reality of this market, the narrative would have you believe

that trump is like atlas holding up the dow and the s&p 500 with his bare hands, and if he stumbles, well, that's all there is, folks. in reality, trump's pro-business attitude and his crusade against regulation, you know what i think. they've definitely created a more positive atmosphere for the people running the actual companies. no question. but there's a lot more to the trump rally than, well, trump. >> trump-free zone! >> in short, economies around the world are getting stronger and that's terrific for a whole host of companies that have been languishing for years. also even though the rally seems to have stalled out over the past few weeks because of concerns about washington getting things done, the real fuel driving this move was always about the improving fundamentals of individual companies, not politics. by the way, i'm the only person in the world who thinks that, but that's okay. i don't mind. i think i'm going to be right. we've become adept at spotting non--trump bull markets, ones that have nothing to do with

him. take the stay at home, eat domino's, watch netflix, play call of duty while you order from amazon and drink modelo bull market. the humanization of pets bull market. have you seen cramer fave idexx lately? even my rescue dogs have noticed that one, and they're idiots. they're pets that are not that bright. or how about this new one i'm coming up with right here right now on a friday, a sleepy friday where everyone is worried about the health care bill. what am i looking at? the stealth bull market in, drum roll, please, dentistry. yeah, hey, my dennist actually missed that one. the largest dental plays have all outperformed the averages so far this year. think align technology for that high-end invisible braces that are removable, practically invisible along with henry schein. we love that one. it distributes all the supplies dentists need to stay in business. then there's dense ply sarona. which actually makes these supplies. i think we can safely say this

move has very little to do with the president's economic agenda, right? these stocks have been rallying anyway, and the move has been hidden in plain sight just like invisalign braces. align tech is up 19% year-to-date. henry schein's up 13%. den tis apply sir rona is up. even these runs i think have been let's say totally unheralded. has anyone talked about these? no. which brings us to the $64,000 question. why on earth have the dentistry stocks been performing so well, and can they keep climbing? okay. align tech, henry schein, den tis ply sir rona all represent different parts of the oral care food chain. align makes top of the line braces als with as powerful mobile scanning machines that make it so dentists no longer need to waste time taking impressions of your jaw before making you a crown or a bridge or an implant. henry schein is the world's largest distributor of dental

and veterinary supplies. last year, dense ply sir rona merged to create the world's large of the manufacture of. how do we explain this rally? first of all, dentistry is a huge global trend. having healthy non-crooked teeth is a pretty universal sign of prosperity. so as more and more people in developing countries join the middle class, we see rise in demand for dental services. second, though, it's not just about the rest of the world. the u.s. accounts for more than a third of worldwide dental spending and our collective bill has increased every year since 2,000. according to the centers for medicare and medicaid services, the growth of american dental spending is set to accelerate to 5% this year up from 3.7% last year. the reason we keep spending more on our teeth? in part it's because of the most implacable secular trend out there. aging.

much as i hate to admit it, baby boomers like me are starting to get old, and old people need more dental care. there are nearly 75 million boomers from the ages of 52 to 70, and believe me, no matter how meticulously you brush and floss -- and i want you to floss every night. once you get old enough, you need to spend more and more money keeping your teeth functional and pain-free. then there's the cosmetic angle which align technology is all about. with the rise of instagram and snapchat and selfie cultures in general, people want to have the best possible smile they can. don't laugh, it's true. which means more adults are getting braces. certainly people come back and getting braces because they know the moment they leave their house, snap, snap, snap. and align has the technology to make that experience a lot less horrible than what you might remember from when you were in middle school. at the same time, teeth whitening is practically standard procedure these days which results in more business for henry schein and dennis ply sir rona. i had it dup.

how are these specific companies doi doing? align technology last reported at the beginning of february and there was a lot to like here. the company refuted rumors of weak dental customer traffic, and we've been hearing about that leading up to the quarter by delivering strong sales and giving us robust earnings guidance for the next quarter. meanwhile, align trained more than 2,000 international doctors on their systems and processes. that's a 73% increase versus the previous quarter, which explains why their international business is on fair. asia pacific sales up 35% year-over-year. europe and middle east and africa, 20% increase. then later last month the company won a big patent case against a competitor. plus align keeps innovating. they recently rolled out a new dental sleep device for teens that helps keep your airway open if you have sleep apnea. and the company's intraoral scanner business is also booming. how about henry schein? the big distributor of dental and veterinary supplies. gave some pretty bullish commentary on the conference

call. meanwhile, henry schein's taking share overseas, doubling down on the digital dentistry space. think scanners and software that can help practitioners deliver better dental care. and their animal health business is in fabulous shape thanks in part to the humanization of pets theme that i mentioned earlier. as for dennis ply sir rona, the stock's been the weakest performer of the three make dental plays here in part because its later quarter was less than stellar. while the company posted an earnings beat, its revenue came in a bit light. however, when i tour through this one, it looks like to me that a lot of problems here are one-time issues. den tis apply sir rona indicated part of the softness is because it's taking a hit from changing its go to market strategy. if you back out this change in strategy and the accompanying inventory reductions, the company delivered some decent 4.8% internal growth which is better than the analysts were looking for. meanwhile they continue to

expand internationally with 9.4% growth in the rest of the world. now, these stocks have been trading sideways for the past month in part because they've gotten somewhat expensive. align now sells for 32 times next year's earnings estimates, 23% long term growth rate. henry schein is cheaper. it's trading at 21 times next year's numbers but it only has 10% growth. dennis apply is interesting. it trades at 19 times, 8% growth. so the stocks that aren't -- i can't call them cheap. and in terms of growth, you always get what you pay for. let me give you the bottom line here. the dental stocks have been quietly riding three big secular trends, an aging population, the need for more cosmetic dentistry in the age of the selfie and the rise of the middle class in emerging markets. that's why align technologies, henry schein, and dentist apply sir rona have been beating the averages. you know what? i think they'll continue to do so. much more "mad money" ahead

including may take on micron after earnings. stock's on a tear after reporting, but can it continue? don't make a move before you hear my take. then want to get away from washington for a while like i do? i'm speaking with a company that's got more than 30,000 rooms across the country. don't miss my exclusive with the ceo of apple hospitality trust. it's a high yielder, pays by the month. and a company thinking inside the box. don't miss my exclusive with wholesale delivery startup bo d boxed.

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morgan stanley. you know ion kind of a middling day like today, we got some tremendous winners. just look at micron, the commodity semiconductor play that makes dram and flash chips, rocking up more than 7% after the company raised its earnings

forecast by almost 50% last night. blowout quarter. the question is can you still buy micron at these levels or would you just be foolishly chasing a stock where the easy money has been made. the answer lies in history. the answer is micron makes commodity semiconductors and when you make commodities you're subject to a boom and bust cycle. it's simply the nature of the beast. always has been. always will be. on last night's conference call, despite some big price increases there's been no demand destruction. the problem is we've seen this movie before when business is booming everything looks great right up until the moment when micron and its competitors start producing more drams and flash memory than the market can bear. and then everything goes to pieces. i know this because i know micron's history. back in november of 1993, dram demand started soaring when the stock was at $3.80. it peaked in september of '95 at $47 on a legendary call by a top

flight semi-analyst who noted that demand had been overwhelmed by new supply. the tipping point had been reached. bingo, less than a year later the stock was back at $8. boom, then bust. we got another cycle that started with micron, this time at $17 in april of 1999. it rallied to an outrageous $98 in june of 2000 as the dot com bubble was in full swing. of course that was followed by one of the most precipitous declines i've ever seen. it plunged down to 8 bucks in january of 2003. noticing a pattern? it stayed down until november of 2012, when it stood at $5. two years later micron went to $36, where it peaked, pir wetted and fell back to 10 bucks in february of last year. this most recent run started there, and so far the stock's gone from $10 to 28 bucks, which is the smallest percentage gain of any of the boom-based rallies that i just showed you in the past 25 years. so based on the history of the

magnitude of this current move, i think it's not too late to buy. moreover, in past up cycles micron was a computer chip company. this time it's much more involved with data centers. nvidia uses its chips, and this time micron has diversified into flash, the kind of chips used for memory in virtually ever cell phone. that makes for an incredible demand base. this time also micron has fewer competitors than in previous runs, which is why management could be so bullish on its conference call despite all the skeptical analysts, who are more than familiar with that boom-bust pattern i just showed you. seem eager to get off the train before it crashes again. history says the skeptics are too early with their bearishness and you've got more room to run. plus there are many short sellers trying to play the next bust. it's not panning out for them. and this flash situation has a new wrinkle. supply is tight with, again, fewer competitors. western digital became a leading

flash player after it bought san disk and it's being very shrewd with its supply. club members of action alerts know that's one of my favorites. in other words, there are distinct positives to this cycle including apple's upcoming iphone 8 that might devowur a lt of flash suppliers. nothing is trickier than a boom-bust stock. different from broadcom that i like so much or nvidia or even amd and intel. it needs to buy chip making equipment built by cramer fave lam research as well as kla-tencors, all of which have many different customers and were up nicely today. eventually the boom will end, and the next bust will begin for micron but maybe not for the others. at the moment, though, i think that micron or mu as we call it, is still in raging bull mode, and you're free to buy it until we get much closer to that one incremental chip that sends it over the peak and back down to

oblivion. chris in massachusetts, chris. >> caller: hey, jim. thanks for taking my call. >> of course. >> caller: appreciate it. love the show. >> thank you for calling. >> caller: i want to ask you about micro semi. i bought it last october. the reason i bought it was they make a lot of chips for the military as well as ethernet, internet of things chips. it's come down a little bit recently. i think now might be a good time to add a little bit more. >> i agree with you. it sells at as i have low multiple. the group has been compressing a little bit, and i think the time is right. i like that stock very much and i think you've got a good idea. now, look, everything is subject to a tougher quarter. they don't report until april 27. i like the situation. drake in texas, drake. >> caller: boo booyah, jimmy. >> wow. scary booyah. what's up? >> caller: i have a question on palo alto. with the recent upgrade with fireeye, what do you think about

palo alto in. >> i'd rather buy the fireeye. that was a sell to buy at goldman. what does that tell you? they don't do that very idly and the stock is low. chuck robbins, who is the ceo of cisco, came on the show and talked about he wanted to dominate cybersecurity. he's got a lot of cash, got a lot of good business sense, and i think he's taking that business by storm. i think that's what's hurting the one that you want to buy. i want to stay away. john in texas, john. >> caller: hey. hi, jim. how are you do something. >> i'm doing well. how about you, john? >> caller: real good. i always trust your wisdom. preparing to get additional shares of microsoft with a stick with it, long-term goal. considering interest rates and direction microsoft is going, what are your thoughts? >> i think the new product is great. i think that satya nadella is doing a terrific job. by the way, always welcome on the show, satya. i want you to stay long or continue to own microsoft. as a matter of fact, i'll go one step further. i'd be a buyer. all right. we're nowhere near the end of

the good times for micron, and i give it my blessing to buy even after today's run. i know that's hard to do, but it's okay, i think. much more "mad money" ahead including shopping for the millennial set. don't miss my exclusive with the online private player competing with costco and maybe amazon. plus you may not know apple hospitality. you probably know apple. but this stock is behind big brands like hilton and marriott. will it travel higher with renewed consumer confidence and it's got a good yield? plus a finally friday edition of the lightning round. so stay with cramer.

opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances.

in a world where the fed has begun to raid interest rates in earnest like they did earlier

this month, you need to be very careful when it comes to picking high yielding bond market alternative stocks. that's why i wednesday i warned you to avoid the retail real estate investment trusts. many of their core tenants are aggressively closing stores. but not all reits are created equal. some might be able to thrive. take apple hospitality. it owns 236 hilton and marriott hotels across 33 states. very well diversified. the fact is the lodging industry is in better shape than retail and as a hotel owner it's a lot easier for them to take up room rates than a traditional reit to raise the rent. unfortunately, though, apple hospitality's stock is down 7% year-to-date with the share price taking a real tumble after the company reported a poorly received quarter at the end of february. while the results were in line, apple hospitality's guidance was seen as lukewarm. the stock is down 10% from its high a month ago.

is this a buying opportunity or do we need to be more cautious? let's take a closer look with the ceo, justin knight to find out more about his company and where it's headed. mr. knight, welcome back to "mad money." have a seat. >> thank you for having me. >> when you were on last, i felt that you candidly were more bullish than you were in your conference call. i'm trying to figure out whether that's you being cautious or if there isn't more building going on and you're a little bit more worry the that you won't be able to raise rates the way you had been when you were here last. >> i appreciate you having me back on. it's probably a little bit of both. the world is a different place right now. as we saw today, the stock market's continually in flux. we have a government that's trying to decide what they're doing. the reality is he underlying fundamentals of our business are incredibly strong. demand continues to increase. the big question is at what point do we see kind of the bump in the company that enables us to really drive rates in a meaningful way? >> well, but you did talk about in this conference call that

there's now more building. when we talked last, we were talking about how hard it is to get a loan. it seems easier to get a loan, which therefore easier to have more hotels, which means therefore the supply is not as tight. >> well, to some extent that's true. not universally. >> okay. >> i highlighted it in our call. 40% of our hotels don't have any new supply under construction within a five-mile radius. we are beginning to see more supply in our markets but to a large extent that's following demand. we've seen constant demand increase across the entire united states since 2010. every year, year-over-year, and we're projected to see demand continue to increase after that. >> which are your strongest, and which are your weakest markets? >> we continue to see strength in southern california. >> okay. >> phoenix is a great market for us. we're seeing strength in some of the southeastern markets in the united states where companies are moving for lower costs. >> right. >> we've seen some weakness in energy dependent market kds which shouldn't be a surprise. and other markets depend nt on foreign trial like miami and new

york. >> let's talk about the decision to do a monthly pay. >> okay. >> and first of all, people are going to say why are they able to, and how are they able to? and, second, it seems to me a major draw to want to own the stock. so why do you do it? >> our traditional investor is a retail investor that was looking for a higher yield investment opportunity than a bond. the monthly dividend was a great fit for them that way and we looked to diversify the portfolio and reduce risk and volatility, you know, in our portfolio in order to create a bond-like instrument for them to invest in. if you look at our performance in recent months, you mentioned we're down. we're still trading within a very narrow band, and the bid on our stock relative to other stocks is incredibly attractive. the monthly dividend adds to the appeal. >> can acourt, a very good research firm, said that they think your revenue par, a key metric, is set to underperform peers and they think there's

going to be margin erosion. are they being too negative? >> well, i mean in part can accord was disappointed that we were conservative in our guidance for the year, and we've always felt that it's better to underpromise and overperform. what they would like to see us do is more transactions. there may be opportunity depending on the environment. but in the meantime, 6.5% return we feel comfortable about maintaining. >> you've been very good at trading out of markets that you don't like and getting into markets that you do like. i found that do you that whenever you think it's right. >> we do. we preently acquired a hotel in fort worth. we're continuing to transact. we have one of our hotels in dallas for sale right now that will trade here shortly. you know, part of what makes our model work is looking at markets that have the greatest growth opportunity, shifting our portfolio in meaningful ways. >> last question. you have four years old portfolio. i know that after a certain number of years you have to remodel, you know, these hotels

have to be remodeled because they do get beat up. how young is that versus say the average reit that does hotels? >> well, the average age of our portfolio is 11 years. the effective age is four, meaning our hotels have been renovated and/or built within the last four years. compared to the average reit, we're significantly younger. >> that's very important to me because i think that when you deal with these, people want young. they don't want shabby. >> exactly. >> fantastic. that's justin knight, president and ceo of apple hospital reit, which pays a monthly dividend and has a very high yield. so those who want more yield, take a look at this one. "mad money" is back after the break. 40% of the streetlights in detroit, at one point, did not work. you had some blocks and you had major thoroughfares and corridors that were just totally pitch black.

those things had to change. we wanted to restore our lighting system in the city. you can have the greatest dreams in the world, but unless you can finance those dreams, it doesn't happen. at the time that the bankruptcy filing was done, the public lighting authority had a hard time of finding a bank. citi did not run away from the table like some other bankers did. citi had the strength to help us go to the credit markets and raise the money. it's a brighter day in detroit. people can see better when they're out doing their tasks. young people are moving back in town. kids are feeling safer while they walk to school. and folks are making investments and the community is moving forward. 40% of the lights were out, but they're not out for long. they're coming back. various: (shouting) heigh! ho! ( ♪ ) it's off to work we go! woman: on the gulf coast, new exxonmobil projects are expected to create over 45,000 jobs.

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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." i'm going to start with andrew in maryland, andrew. >> caller: hey, jim. i'm calming about teva pharmaceuticals. i believe it has bottomed out and i'm ready to buy. what do you think? >> you know, that's a tough call. i don't really care for that

industry, remember, allergan has a big slub of teva. let's stay away from that. by the way, abbott offered a lot of myelin and myelin couldn't hold up today. let's stay away. bob in massachusetts, bob. >> caller: boo-boo booyah from swansea, massachusetts. i love your show, jim. i learn volumes from it, no pun intented. >> you're terrific to say that. you can tweet that. i like that. i'll show the wife because the wife always wants to know what i do in the afternoon. >> caller: i'm calling about sirius satellite radio. >> somebody downgraded that this week. i felt, what, are you kidding me? it is a great long-term situation. sirius satellite is terrific. i still think apple should buy them, but i know it's more likely that apple hospitality would buy them than apple. let's go to alan in washington, alan. >> caller: booyah, jim, from the land of russell wilson. >> oh, yes. wisconsin's own, too. what's going on? >> caller: i'm a geezer. i'm 85.

i've had fun in the market. i've learned a ton from you as everybody else. >> thank you. >> caller: i found that enrich foreca enbridge energy partners. is it sustainable? >> you know, alan, it's funny. when you mentioned that, i look at the different permutations off keystone today. i said 12% yield. that, to me s a red flag. i think you got to be careful. i need them on the show. i don't know how sustainable it is. i am concerned like you are. and you're not a geezer, man. you're in the game. let's go to mike in california, mike. >> caller: booyah from beautiful lake tahoe, professor cramer. >> that's where i've learned to count cards. >> caller: i've been looking to speculate in some defense stocks and i found a stock that looks like it's flying under the radar. no pun intended. crack toes.

>> it is and they went and did that secondary. everyone was so angry at me on twitter. they said what are you doing here? but it was a secondary. they issued a lot of stock and it's right back. do you think those people who were so mean to me came back and apologized? no, no, no. watch out. i'm a power user of twitter. let's go to georgia -- hold on in second. georgia in maryland? >> caller: hey, jim. marriott international. hold or sell? >> no. hold or sell? why not buy? i think marriott's got it good. i'd buy a little here and let it come down. and that, ladies and gentlemen, is the conclusion of the lightning round! [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. ♪ >> wait a second. wait a second. he said stretch them out. i thought the show was tight.

so call me at -- i've got something in my head right now. just a second. the stocks that look like they're having a kenny loggins moment, meaning they're riding into the danger zone. and what's right at the epicenter of the danger zone? >> this may be signaling for a major market. what? stock soared more than 10 -- still there? >> one time back at my old hedge fund, i lost a fortune betting on dutch guilders. they don't even exist anymore. i went out to get some lunch at burger king and when i got back, the berlin wall had fallen. >> mr. gorbachev, tear down this wall. and everyone knows i love these. this one's slime. i mean this is just -- this is fabulous, isn't it? i mean you combine the two of these things, and you've got a

proven winner. [ applause ] just 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.

>> announcer: from humble beginnings in the founder's garage, boxed wants to make wholesale changes to the way you shop. but in an industry dominated by a colossus of online comers, can this bulk shop deliver the

goods? >> we know the stock market's one big prediction machine, always trying to anticipate what will happen in the next six to nine months. if you want to get a glimpse into the future, which is an essential part of being a good investor, then it helps to check in with innovative privately held companies that are disrupting their particular industries. i spent a lot of time lately talking about the rise of the stay at home economy where you can order just about anything to your door as you sit around, watch netflix, play video games, obsess over facebook and twitter. it's making things very tough for most of these brick and mortar operators. i think things are about to get even tougher for these old school merchants as more and more companies perfect the stay at home business model. consider the case of boxed, a privately held company that's taking the notion of the big box warehouse club retailer into the web. boxed lets you buy essential household grocery and lifestyle products in bulk and ultra-low prices. then they deliver them to your door in just two or three days. some say it's an online version of costco except with no membership fees, easy to use mobile app, free shipping on

orders of more than 50 bucks. i think this is an idea whose time has come. since boxed doesn't need to lease retail space, it doesn't need to pay all those cashiers and stock boys and managers. y that means they should almost always be able to offer you a better deal. who the heck wants to get in the car just to stock up on a mountain of paper towels or trash backs or laundry detergent? it's no wonder sales are going like crazy, more than $100 million last year. so is this the future retailer? will they be defeated by an amazon or costco's newly invigorated online business. let's take a closer look with the founder and ceo to learn more about his company and how it could revolutionize the warehouse club industry. mr. wong, welcome to "mad money." >> thank you very much for having me. >> of course. so give me -- >> this seat is kind of hot. i'm getting ready for this. >> no, no, no. you're a privately held company. you didn't miss the quarter.

i'm not taking numbers down. so tell me what was the core problem you were trying to solve by creating boxed? >> well, that's just it, right? we solved a problem that millions of other people ended up having. so that was that i lived in the bushes, went to the price club every other weekend with my family, moved to manhattan, and i didn't have the physical means, aka a car, to get to a warehouse club. but more importantly, we found it's not just about physical means but about time and patience as well. you mentioned millennials, those millennials, they've gotten everything delivered to them throughout their childhood. now they're the biggest generation in the workforce, the biggest baby-producing generation in america today, i think those habits are going to continue. >> i find them to be cheap, too or we should use the word frugal. >> savvy. >> what do you offer versus amazon when it comes to frugality? >> we offer everything in a large pack. just like when you walk in a target, you won't find what they carry in a costco. just like when you walk in a costco, you won't find what's in a walmart.

that's the same for us. you can't buy it through amazon's first party service because it's a different size. we're a different channel. we're a wholesaler. >> how do you get the world oud because the sales prosecuare accelerating pretty terrifically? it was f >> we're on the radar now, so for us we're doing more television and campaign ads. i'm here with you. we're extolling the virtues of boxed all over. you'll see us in out of home campaigns and on tv more and more these days. >> one of the things i like about your company, it's got a bit of a personality and you're a bit person. i want people to understand some of the things you do for your associates and also what you do for your customers that people are a little surprised by. >> i just feel like, you know, being in technology for so long, you're kind of in a bubble. whether you're in sand hill road or silicon alley, you're kind of in a bubble. but operating fulfillment centers all over the country now, you find folks are out there just making a living off $10, $15 an hour. for us, sometimes you're not

exposed to that. after being so, it's been incumbent upon us to do something about it. so, one, i personally pay through the majority of my stock and through cash the college tuitions of our full-time employees' kids. life-changing events are generally covered by boxed as well. we can't help everyone. sometimes we hear about a life-changing event, and we can't cover it. but we'll at least take a look and see what we can do because at the end of the day, i don't power shareholder value. it's our customers and the people who work at boxed. >> my colleague david faber did a critical piece about amazon which showed that in some cases very tough working conditions. obviously you know about the amazons of the world. i think that people might be drawn to shop at boxed because they like the way you treat the people you work with. >> let's bring it back to what you talked about before, jim. it was that all these retailers under pressure. why? it's because 30 years ago, for the last 30 years, value equaled price. but now value equals price, convenience, and a little bit of

brand. that's what we bring to the equation. i think if you believe all things are equal, that you can't outconvenience someone once it's -- >> you ultimately want to be able to raise money. i want to ask it's great what you're doing with college, with the tuition. is there any way that the employees can get stock? >> so our employees, full-time employees, whether you are in the fulfillment center or whether you're a cmo, every single person has stock options. >> they do in. >> every single person. even if you just kind of got promoted to be a full-time picker, you have stock in our company. >> i like that. one last thing, a pink tax. by the way, i have to ask you so you talk about it. >> so pink tax is basically something that we've been attacking over the last kind of six months or so. in america, 34 states tax tampons, pads, and fem care

products like they're luxury good items. 34 states. guys like us, man, you ask your girlfriend or your wife, hey, next time they ask you to go buy that for them, you're like, listen, babe, luxury good item. you don't need it. good luck with that. you're going to be single very quickly, you know? so if that's the case, right? like it shouldn't be taxed. they're not luxury good items. so we rebate the tax back to our consumers if your state taxes you. >> a thoughtful warehouse club. that's the founder and ceo of boxed. it is not public, but you can always go there and shop. stick with cramer.

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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 okay. let's say they hit them on monday because someone says, you know what, the trump bull market is over. i heard that about a hundred times today. what's your go-to name? mu, micron. 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'll see you monday!

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