without the tail wind from the amazon story rite aid $2 number, tremendous upside. >> i'm going to ask why you call me 32. >> they'll have to wonder. i'm melissa lee, up next, "mad money" with the one and only jim cramer starts right now. 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. you know what?

not everything is a dog gone buying opportunity nasdaq tumbled or even when a single sector comes under serious pressure like we are seeing with health care. i got an idea for you. you need to pause and patiently assess the situation before you just pull the trigger on the buy sign yet i don't hear people counseling patients. instead they say this is our chance put money to work, cha-ching cha-ching. let's think about our market given that we were approaching levels that were a little let's say parabolic. is it safe to say we are down enough, let's put it all to work don't get me wrong, market has

been fabulous for the bulls and i understand completely that many of you have been waiting for exactly this kind of pull back to do buying. perfect. i am not against a market that should be bought that has never been something i have been trying to stop but i am asking you this if you think it is down enough, i don't want you to buy all at once instead buy gradually on the way down in stages you can start tomorrow if the president speaks, it is all right. pyramid buying is what we call it first buy is your small buy. if you are investing for the long-term, get started right here, we are down. nice break if you are trying to get the best prices for what is the

short-term investment. or immediate term. in the words of seminal traders, sos band, who knew they had market discipline and timing how about this break down in the health care sector buying opportunity what can i say how about it is a little more complicated than that. many health care companies have been living in fear. cutting into the industry's big fat margins we get a huge sell off in the group and there is a reason why amazon wants in health care is a phenomenal business companies make more money year after year bassos loves these kinds of situations but that is the problem.

now jeff is teaming up with other men, jamie, and warren now, jeff, jamie and warren are taking on the whole health care system that is creating a company and i quote, free from profit making incentives and constraints. that's right, free from profit making incentives. it is bad enough that the most important man in finance, most important man in retail are tackling our health care system but even worse, doing it for free hard to compete with somebody who doesn't care about turning a profit last year warren buffett came on and said health care has gone

from 5% gdp to -- to be fair medical science has gotten a lot better buffet sounded angry and frustrated especially since he didn't see anything on the horizon. now, that is going to change now there is something on the horizon. a company of his own creation with the most technologically savvy provider analysts are not freaked out enough frankly they like their companies before this and they still like them as if nothing happened. no analyst wants to say, i have been following it forever and you can forget about them.

and you know, no company ceo is going to destroy them. would view this coalition with different awe struck attitude. if these guys were coming after my business, i would be terrified. but the analyst wouldn't go there. maybe they are too close to their industry now, i read some smart defenses of the entrenched players today, united health and they are doing great. fabulous the drugs wholesalers make the money from containing costs because buying in bulk remember when everybody was worried about pharmaceutical price controls are they really going to let some nonprofit run right over them but i think that is a bit of a misapprehension. the health care industry is

frankly not technologically savvy. i don't think they can do that not to warren, jamie and jeff. so what do you do with the health care stocks you need analogs we need to recognize when amazon first take's season targets and shoots the whole group seems to get crushed. let's pick the best of the best. costco, substantial grocery business plummeted from 180 to 150 a month later. but perhaps amazon's bark is ultimately worse than its bite since then costco has come back to 198 what does it mean for health care is this let's apply the analogs. stock like walgreens down. united health down

they can rebound i think it is the same thing here i think these kinds of companies are going to have to spend time in the penalty box maybe at lower levels i am not all that attracted to most of these. but let's say you say this is all for show let's say you think theyteed them up perfectly. you need a road warrior with a stock that you want to load up on at weakness or the nonprofit comes up with a name or chief executive that you are scared about and you need one that is cheap and ideally good charts. in short, you need centene it is an expert at providing its

clients with high quality care at lowest possible cost. remember, mark chaikin told me the stock is red hot that's the niche you want to be in i don't like to enter a blast zone the first day of a sell off. now beat up techs, particular the gamers and the chip like amd. i need you to remember the lesson of costco, when jeff bassos goes after you, your stock is going to get hammered for weeks.

i suggest waiting until the group is a little less radioactive. if you can't resist, i would say buy centene. nancy in illinois. >> caller: thanks for taking my car. i bought first solar early on january 23rd after the announcement the stock has tumbled. and now i am down about 20,000 and i am wondering if it is time to cut bait? >> a lot of smart guys got in ahead of when we found out about the tariff situation and then they saw it on the news. i don't want you to sell first solar. these guys are back and i think selling it would be a mistake. i would think if it came down

another 3% or 4%, you want to buy some john in california. >> caller: booyah. i haven't talked to you since last year here in sacramento you know i got u.s. concrete when you had the guy on. and i also got chicago bridge and iron, cbi. what do you think of that? >> i think cbi is okay not my fav i would prefer flor. the engineering construction business is back john. and i think you for the call kirk patrick in virginia. >> caller: jim -- >> are you there >> are you still there >> caller: yes, i am i brought 250 shares of jd.com.

>> i like alibaba which goes higher and i like badu and i am not going down the food chain with china right now. it is not right. particularly with all of these great stocks now being thrown away because the market has had a little bit of profit taking. when amazon goes after your industry, it is going to get hammered i suggest waiting until the group is less radioactive. but if you insist, buy centene luckily i got the man at the helm don't miss my interview with the ceo. do coffee and soda mix i am giving you my take ever i am eyeing one company to help you bank on warmer days outside.

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 your brain changes as you get older. but prevagen helps your brain with an ingredient originally discovert-term . prevagen. the name to remember. miss something you always pay

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call, visit, or go to xfnitymobile.com. herb -- earning season could be hard to get your head around. consider the case of steel giant newcor even when you adjust that out, nucor delivered a ten cent earning beat up 29% year after year management told us earnings in the next quarter would be better talking about optimism

to me this is one of the best quarters i have seen in answerings how much of that had to do with the quarter and how much is it because nucor stock had ran up dramatically let's dig deeper with on-the-chairman to get a better sense of his company welcome back to "mad money." this seems to me the quarter highest. and every cylinder is hitting spot on. >> when you look at the full year of 2017, our earnings are the highest since the peak in 2008 i would go on further to say two of our steel groups both set

earnings record in 2017. >> tell them who are the customers that use that kind of steel? >> in the sheet business, auto motive we grew our auto motive. that would be one example. and energy is a big business for us also, a large portion of our business particular sheet and engineered products goes into energy we are expecting to ship about 1.8 to 2 million tons into the energy fields. >> despite the fact that our country continues to allow our so-called trading partners to dump endless amounts of steel here, you are putting up new factories. is that because of how optimistic you are, the

customers are, or business in general? >> frankly, it is the best we have seen since 2004 so things are looking really good in terms of optimism. i am personally optimistic about 2018 we have the tax reform going for us the potential of a much needed infrastructure bill. and the potential of much needed trade action to deal with trade imports which were up 20% -- excuse me, captured 27% of our market in 2017. >> it would seem to me that they would have an easy saying enough is enough to these countries that dump their steel here what is the resistance to standing up to people who we think don't even realize have

been in the trade war forever? >> it makes no sense to me particularly when you are talking about the steel industry in particular. for example, we all understand the need for a strong national defense. there is no way you can have a strong national defense, strong national security without having a robust and sub stainable steel energy your point is well made. from your lips to president trump's ears. >> don't they fear one day we would be using chinese steel to make our tank as soon s. >> i wouldn't want my son in a tank made with anything else than u.s. steel. >> state of the union tonight. what would you like to hear? >> message on trade relief, trade actions to deal with illegally traded products that continue to flow into our country. we would like to see action on

an infrastructure bill we are seeing a robust recovery in the economy that cannot be sub stained without having a strong, modern 21st century infrastructure system and we don't have that today >> we have enough people in steel mills that we can meet that demand? >> absolutely. no doubt about that. let me mention to you that we have several of our competitors that have three glass furnaces in the united states that are shut down. if you would start those up and bring them up they would create an enormous amount of jobs and supply 10 million tons more than we need to deal with the demand that we expect to see in 2018 and beyond. >> how many people are you

putting to work right now. >> installing several new factories. one in mexico, one in our facility in galatin. and building a new rebar mill in just east of kansas city we are kitexcited about those. strategic moves on the impact of ourearnings. >> having a consistent dividend practice, but tell people about nucor. a lot of people think steel company can't keep their dividends maintained. >> we have effective and balance. in the ten-year period ending in

2017, we returned about $5.4 billi $5.4 billion to our shareholders in dividends and share purchases. and one more point that we are proud of, nucor is one of 32 public companies that have increased their dividend every year for 45 consecutive years. proud in our ability to invest in our company and return cash to our shareholders. >> you mentioned energy. we are seeing boom in the permian. is this the kind of business that as they put in pipelines, they go to nucor. >> absolutely. nucor, we were supplying about 1.6 to 1.8 million tons of steel both in sheet products and billets going into pipe. so after the collapse in 2015, we are back to the near high

levels of 2014 >> to me it sounds like to listen to nucor, american manufacturing is back and it is a renaissance. >> we are excited about the opportunity to fulfill it. we have invested $8 billion in the last nine years growing our earnings potential our team is ready and eager to unleash that earnings potential in 2018. >> congratulations you have got one of the great growth cyclicals that is under values chairman of nucor with one of the greatest quarters we have seen this year stay with that stock and stay

with cramer.

. why aren't people jumping up and down on how great the merger

is with dr. pepper when these two companies combine, you get $173 dividend put it all together and you will have a company with $1.27 earning power. with those numbers the new company will immediately become the cheapest growth name selling such a ridiculous lowest valuation even after today's low run. >> first the analysts seem stun and pretty darn negative when they evaluate the deal on the fly. machine to make hot drinks in the morning and a company selling cold drinks in the

afternoon and evening. they propounded by management several times in the call and it didn't inspire any confidence whatsoever the analysts are not buying it second, no hiding it in the end dr. pepper will be going up against a renewed coca-cola and fantastic pepsico. the carbonated category. namely, this stuff, which is a household favorite at our place, enhanced water business and snapple they have excellent prospects. why after all that do i like the deal two words. bob and gam kord

he is a finance guy with a knack for creating brands. and that is for all new brands many credit him turning mars, family business. he moved over to pin ackle foods owned by black stone bunch of old pantry brands when it became public, most people ignored it. private equity i backed it. i backed him because i was aware of what he had done at mars. sure enough, more than doubled after three years. then came over to keurig after turning the company private.

keurig, that business was in shambles most unfocused growth strategy just a stupid strategy fast forward right now and with the first public look gam gort turned it. duty to acquire at-will. this acquired company will be his company for acquisition. his track record is incredible keurig has an excellent ecommerce distribution i think it is a steal if you are going to be patient to let the

man work his magic if gamgort weren't involved, i would be skeptical, but he is. and he is that good. let others run away. i want to run towards keurig/dr. pepper just like last time once more for this fabulous manager. let's go to bob in florida. >> caller: i last spoke to you and as a former al shareholder, i thought we got shortchanged then and more of the same. you would think nokia would be a leader -- just like a.l., promising new products when do they bring the revenue in? >> my problem is it is the

competition. it is so stiff and so good that nokia has become a has-been. let's go to robert in georgia. >> caller: booyah. first time caller, long time viewer my question is kroger. i have been a long time holder of the stock last year it dropped down 1969 value. and it is going to alibaba this week it is kc don't know what we are going with this. >> kroger got slammed one, two punch last year. and then comes back because people forget about amazon and the business is good at these prices i am neutral on it 33 i want to sell. it is in no-man's land

let's go to sandy in texas. >> caller: hello and booyah, jim. how are you today? >> i am good today i am fired up. >> caller: i am doing great. in april 2016, you did the company spotlight. recently newel has been operating change in strategy and the stock has fallen at $25.50 a share. dividend is great. >> we managed to cut and run these guys are just not getting it together. that was in the '50s in the 20s, they didn't get it together they missed and missed and i would rather catch this stock at 30s on the way back too low to sell but holy cow, is

it poorly run. what can i say look, this is the opposite this story here. the type of keurig and dr. pepper analysts scratch their head i think it makes sense because of the man running the company, gamgort. ahead, you should be looking for a buying opportunity in the buying stock, i have one, valley nat. i like dr. it doesn't matter what kind of weather. it doesn't matter what time of day or night. peppe when mother nature's done her worst, the only thing that

matters to us is keeping the lights on for you. the hard working men and women of the international brotherhood of electrical workers, dedicated to keeping the power on in keurig the ibew. the power professionals. that's it. i'm calling kohler about thow may i help you? name. nah. not gonna happen. hi, i'm calling about kohler's walk-in bath. excellent! happy to help. huh? hold one moment please... [ finger snaps ] hmm. the kohler walk-in bath features an extra-wide opening and a low step-in at three inches, which is 25 to 60% lower than some leading competitors. the bath fills and drains quickly, while the heated seat soothes your back, neck and shoulders. kohler is an expert in bathing, so you can count on a deep soaking experience. are you seeing this? the kohler walk-in bath comes with fully adjustable hydrotherapy jets and our exclusive bubblemassage.

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after brutal slacking. take trex company. the world's largest manufacturing of alternative wood decking and railing products it is a play on housing which remains strong

commercial product business when i head to minneapolis this friday to do the show, now this stock is one of the best performers of 2017 $112 has come down eight bucks from all time high this month. down 110 but ending the day up only 60 cent let's talk to jim cline. >> my kids love trex because it is recycling my wife looks like it because it looks just like wood give us some of the story about why trex has taken share left

and right >> the share comes in two ways back in 2010, we introduced the second generation of wood/plastic composite and satisfied the needs of the consumer no fade, little scratch. and colors we put it together with a 25 year warranty and a 95 recycled deck material. consumers like the recycled content. >> i understand you have contests around the country for kids teaching them the value of recycling by working with trex. >> recycling is the core of trex started in the 19 eighties we run contests to encourage young people to involve

themselves in recycling materials. all of our decks are made with recycling materials. all of them. >> frankly, wood is expensive and in the storms that we have been experiencing, wood represents little value. >> it can. and wood deteriorates more quickly than trex. trex has a 25 year warranty on it typical treated decks last 12, 15 years, and it requires a lot of maintenance. >> it looks like this acquisition is already taking off. talk about the railing business. that has got to be great business right now. >> we looked for an acquisition in this space for two years before we found sc company

does 90% of all u.s. stadiums across north america putting together railing products that we are going to be putting into the residential markets. projects that are taking a year or so are going to be developed in less than six months. >> deferent from traditional trex how do they fit into the mix. >> these products are used also in tournaments when you see people who are sitting on floor levels with risers, that is our product. >> okay. i didn't understand that how levered are you to housing and how much levered to re-do. and where do people go to get your stuff if they do re-do.

>> 95% remodelling and 5% reconstruction >> isn't lumber threatened by your product the more it goes up, the more share you will have to be taking >> absolutely. the share that wood has to do is 83% of lineal feet sold versus 17% for wood alternative huge opportunity. >> now your tax rate was 34%, does that come down? >> absolutely. based on the latest calculations we have done on the taxes, we will save between 10%-11%. and that is where we think we will be in 2018. >> we saw housing, up 6% value is gone up

what is your feel about the optimism of country in housing are there enough housing in inventory. >> well, fortunately there is a lot of wooden decks in north america. that's what we are focused on. as people buy a house, their first renovation project many times is replacing that deck. >> right and one last question. we have had winter storms in places we have never had it. is this going to be a great spring selling season for you? wood cracking and people don't know what to do. >> absolutely. and wood deck is typical deck for a people for the first time. once they have a wooden deck, they don't typically install wood on top of it. >> you and me too.

i am sick of wood too. >> announs

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 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." charlie in new york. >> caller: hi, jim i love the show. duke energy. >> duke energy is fine jerry in florida. >> caller: i would like your opinion on at&t. >> that stuck -- oh, yeah. i like it. capitals are increasing. michael in texas. >> caller: good evening brother jim and booyah from houston. my question to you is expo logistic >> what a horse that is.

chris, in new york >> caller: booyah, jimbo how are you? >> great how are you? >> caller: excellent colony north star trading about 80%. >> that is tom barrack i like it. we have to do work because tom has always made us money bob in new york. >> caller: booyah. how the hell are you >> good. how are you? >> caller: all right coming down with the flu. >> we have tammy flu in our office what is up >> caller: calling about alarm >> no. to me. i got too many home systems coming in. if they feel differently, they

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given today's brutal decline, what stocks are safe for you to circle back to? how about financials banks do better when interest rate is on the rise. you can feel confident about

buying these stocks into weakness as long as we do it gradually. i want to introduce you to valley national. a retail bank in new york and new jersey with florida exposure you may not know about higher than expected revenues. could this be worth owning now that everything is pulling back? let's take a close look at the new ceo. have a seat, sir this is not the valley national. the signs is the same but the strategy is different. >> signs are the same for now. that is going to change too. in the last 18 months, turned over the last management team. focused on the growth of the organization and enhancing and improving the earning profile and changing the culture of

valley national bank to be what is appropriate in the industry today. >> sleepy bank never gave us the growth what is the growth strategy. >> valley has been around in 90 years and never had a losing quarter. emphasis has to be on growth and improving the overall performance of the organization and delivering real shareholder returns to the shareholders. >> we got sidetracked in the 2000s where we saw banks move to florida and get aggressive and get excited and do mortgages that turned out not to be good ones how do we know that valley national is not going down the path of the banks that didn't do it right. >> let me start with why valley

national we want down to florida. so there is a lot of mutual conversions that took place and a lot of capital to this market. what happened is an increase of rate increase profiles credit spreads that deteriorate as well. for valley, we said this is an environment we want to play in so we went down to florida where can we grow in a marketplace that has a need. there isn't a bank there that can provide the serves that valley national bank can offer when we go there we try to apply and obtain the same credit model that has been successful for 90 years in new york and new jersey. >> at the same time the deposit base is better your net earn margins are one the best >> we are going to do it through enhanced earnings, through

growth and not through expanding the risk profile of the organization the deposit baiters are much more here. >> competitive here. too many banks. >> capital went here, loan growth had to go here and became challenging to operate a bank in this environment. >> couple things we like, the feds raising rates and tax reform what does it mean for your bank. >> valley doesn't take a position when it comes to interest rates. we want to perform in any different rate environment going to be a positive for us. but the real growth story is going to be the enhanced loan growth and changing culture of

valley. >> as a new jersey resident i am horrified in what is changing in the tax code many people are between. many people want to move to florida. are you seeing that kind of migration. >> that is great for us. people have migrated from new york, new jersey market down to florida so we have the name recognition. and now the growth that comes here and what is happening in new jersey, how business friendly is this state going to be. >> what do you think new governor but at the same time the tax base is not great here. >> tax base is a concern some new policies that are being suggested. for us, having 30% of our franchise in florida creates an opportunity for us to outperform a lot of our peers. >> we are in the perfect metro

markets in florida today a great opportunity to have organic growth in that market and a large percentage of our growth is going to be pr proportionally based. >> almost no regionals left. thank you for coming on for the show >> robbins the ceo of valley national bank.

stick with cramer. hi, i'm bob harper, and i recently had a heart attack. it changed m but i'm a survivor. after my heart attack, my doctor prescribed brilinta. it's for people who have been hospitalized for a heart attack. brilinta is taken with a low-dose aspirin. no more than 100 milligrams as it affects how well brilinta works. brilinta helps keep platelets from sticking together and forming a clot. in a clinical study, brilinta worked better than plavix. brilinta reduced the chance of having another heart attack... ...or dying from one. don't stop taking brilinta without talking to your doctor, since stopping it too soon increases your risk

of clots in your stent, heart attack, stroke, and even death. brilinta may cause bruising or bleeding more easily, or serious, sometimes fatal bleeding. don't take brilinta if you have bleeding, like stomach ulcers, a history of bleeding in the brain, or severe liver problems. slow heart rhythm has been reported. tell your doctor about bleeding new or unexpected shortness of breath any planned surgery, and all medicines you take. if you recently had a heart attack, ask your doctor if brilinta is right for you. my heart is worth brilinta. if you can't afford your medication, astrazeneca may be able to help. i know you are impatient all i am counseling is do it slow and take your time and do it right if you want to buy. i am certainly not against buying i would like to say there is always a bull market somewhere. i promise to try to find it just

i promise to try to find it just for you right here on "mad >> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks money. this is "shark tank." ♪ i'm jim cramer, and i will see you tomorrow with the next hot thing in dance clubs. i'm jim cramer, and i will see hello. i am heather murphy-monteith. and my name is andy hurwitz. we are here today to offer you 10% equity in our company