>> square, you know the reasons why, i think it's too far too fast. >> square. i think you should be a buyer here and if you want to keep it -- no one went broke by taking profits keep it on a short chain catch fast money at 5:00 p.m. my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to save you some money. my job is not just to entertain but to educate and teach you put all this in perspective. so call me at 1-800-743-cnbc or tweet me @jimcramer. all weekend. all weekend i heard about it i heard about the scarey tariffs

and how it will destroy the market my twitter feed was full of how the sky is falling apparently there was no way we could avoid a date with disaster the president supposedly put us on a collision course with the new bear market. if this your idea of a bear attack, we clearly need more tariffs. heck, maybe a full on trade war is exactly what this market needs to go to the next level. all right. i kid. but the fact is, the vast majority of the experts turned out to be dead wrong on this issue at least so far. how could i have been bullish

and them be bearish. first i explained the bear case is too negative. china is the real target of these tariffs. get that through your head even if they are going to apply to a lot of other countries and china did nothing to retaliate over the weekend sure, we only get 1% of the steel from the chinese but that is not the point. when we speak to the ceo of one of the world's largest steel companies and our own biggest nucor. you name it, these nations then turn around and sell their own steel into our markets at depressed prices because we don't put up a fight at least we didn't until last week public's republic is pushing the global steel prices lower and

who pays the prices? we do. our industry there are many explanations for why china didn't retaliate maybe they are being patient but i suspect beijing is less eager to get into a trade war than we are. our markets are too important. so down on ourselves we don't even understands ourselves. so reason number one why the stock market took off like a market, the chinese know they aren't playing fair here escalating hurts then as much as it hurts us. who knows, they may even scale down their excessive steel production that may not be a surprise to me this only makes it worse as much as the so-called experts

seem hell bent on inflaming the trade wear rhetoric, it simply is not a big deal. this is "mad money" so let me explain. for every publicly traded company i find can be hurt, i can find ten more that won't see their numbers come down. these tariffs won't cause that many estimate cuts it is a big deal for the steel and aluminum industries. small potatoes u.s. economy remains incredibly strong tax cuts, lack of houses, revival of manufacturing, yes, the reindustrialization of our nation these things are happening even if it is only in creamerica that

we talk about it the president even with all his bluster is not going to risk this roaring economy when it comes to dealing with our trading partners and i suspect the whole protectionist push is adding jobs here. as foreign manufacturers decide to build factories in our country. i can't figure out why people think every one of our trading partners are going to come after us who wants to risk losing access of that. it would be so stupid. better for trading partners to turn the other cheek and move on i think it is a reasonable outcome. as much as trump thinks he can impose these figures unilaterally, there is plenty of

push back. republican congressman -- if you were worried about these tariffs, there is a chance that it won't be a severe as it is announced. the consumers of steel and aluminum in america can easily afford this. this is not that big of a deal versus the huge handout to congress gave. the corporate tax cuts more than off set the impacts. both club last week bounced back so hard today and remember, you can't get a plane. how many times do we have to get that boeing story. you can't get one. the line is too long reason number six, money flows to where it is scared and it is safe and it does so in a hurry.

tons of areas that are safe. i can't help it. it is safe let's consider the original fang facebook doesn't have that much chinese business amazon it is called alibaba. how about netflix. i remember when everyone assumed that content was a huge negative it was so expensive to produce i guess the negative became a positive as for alphabet, have you forgotten these guys forsaken china. there are already outside the great firewall of china. nothing more the prc can do to

them nowhere near the blast zone. the retailers are largely domestic the financials with the exception with large banks despite the harsh words of our trading partners, our allies in europe and canada and latin america know the deal. they recognize it is china behind the oversupply. we are going tit for tat here. it is china, people. i will repeat that over and over again. if they retaliate against anyone, it may be the chinese. china floods the world with steel and aluminum as their jobs program. they can find other ways to get people to work this thing is about excess

capacity and they are the create o createors of it. the document went too far down and got oversold so we were due fire bounce today. bottom line, unless actual estimates get cut, i mean like cut, cut, cut, and they haven't been, not a one. there is just not enough of a s bear cage. right now there is too much, too much that is going right, people and not enough negatives to do the jobs of keeping stocks down let alone have them crash like the worry warts insisted would happen all weekend larry in massachusetts larry! >> caller: always great to catch

up thanks for the focus in november you discussed tieson as a millennial stock. my daughter validates this thesis despite 43% five year dividend growth rate, stock has dropped due to rising stock. round trip from november 1st initially hit again today. with the 6% loss, do i double down or do you have another stock. >> i wasn't thrilled about that last quarter and i have been a big fan of tyson. i have no catalyst i can't just stay there and say this is the level to buy tyson allen in florida.

>> caller: hi, jim long time listener read over your books and first time caller. i am in f ft. myers florida. we probably both listened to wibit back in the day. >> i loved wibit what's up? >> caller: regarding the death of retail. >> again, too much building after big hyattus. where you are, i feel california is getting overbuilt there is a lot of controversy about the piece i did last week about the real estate investment trust. a lot of people feel i am too negative all i am saying is they are not as immune to the death star of

amazon that i thought in one point of my career sorry, not sorry the bear case is not strong enough fromta tariffs that could change friday with a different story, interest rates. i am talking to one company who is welcoming the move. do not miss my exclusive with nucor. i am eyeing one steady eddie company. and you may never have heard of it i am sure you haven't. with so much happening in the pizza space, is it time to slice out one for yourself i am going to sit down with the ceo. 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. but i'm not standing still... and with godaddy, i've made my ideas real. ♪ ♪

i made my own way, now it's time to make yours. ♪ ♪ everything is working, working, just like it should ♪ while nothing comparesating modeto the real thing.d... experience the command performance sales event for yourself, now through april 2. experience amazing at your lexus dealer.

sure. momwhat's up, son?alk? i can't be your it guy anymore. what? you guys have xfinity. you can do this. what's a good wifi password, mom? you still have to visit us. i will. no. make that the password: "you_stillóhave_toóvisit_us." that's a good one. seems a bit long, but okay... set a memorable wifi password with xfinity my account. one more way comcast is working to fit into your life, not the other way around.

last week, the market had what i can only describe as a panic attack as nearly every commentator under the sun excepts yours truly flipped out. as i said last week and i reiterated earlier, i think the bears are blowing this out of proportion and if anyone has been paying attention, knew these tariffs are coming however, while the averages got slammed last week where can e ke industry is going to be better off. we spent a jgigantic amount of time with these people

nucor has a dog on this fight. fortunately earlier today i got a chance to check in with john f ferriola one of the most prominent advocates of these steel tariffs. take a look. welcome back to "mad money.." >> thank you for having me. >> give us a picture of behind the scenes of what the president was saying >> right now, the president would say he is going to be imposing a 25% tariff on steel products coming in and a 10% tariff on aluminum products coming into the united states. >> give me a feel about whether this was a surprise to you or whether it is a posturing. some people are saying you should not worry about it if you are a consumer but it seemed pretty real to me. >> jim, i think it is pretty

real and frankly, it was not a surprise to me and should not be surprise to others i am surprised when i hear others saying this is coming as a shock to them. the president made this promise to the american people and the industry during his campaign mentioned it several times over the last year while we had the study going on from the international trade commission, they have been doing a study for over a year. this should not be a surprise to anyone that this is now coming to fruition. >> a lot of people are saying on air, wait a second this is going to affect canada, one of our partners, brazil, mexico it barely affects canada that is a false view of the situation, isn't it? >> it absolutely is. certainly china is a very bad actor in all of this the amount of overcapacity they have is three times of all of

steel consumed in the united states china sends products all over the world to other countries and send it then into united states. or the chinese steel is so overwhelms the steel industries of other companies, they are forced to send into the united states this is a problem that spans more than just china, it is all of the countries of the world. >> now, a lot of people are saying, wait a second, there is a huge inspectinumber of consumf steel in this country. it is going to jack up the price. but it is unfair to americans who buy steel. >> you have to take a look at the facts in the case. if you look at automobiles as an example. we estimate that the price of the automobile sold in the united states. the price of producing that car will go up about $160 on a

$36,000 car. so that is less than one-half of 1% the other one that i am hearing about all the time is the impact upon beer and the beer consumer in the united states the facts are that the cost of a can of beer will go up less than a penny because of the impact these tariffs will have on the cost of producing a can of beer. >> can you explain to americans right now that there are two cycles for the steel business. not only the business cycle but a dumping cycle and your industry has been unfairly targeted by a dumping cycle and it has to end. >> all you need to do is take a look at the amount of imports flooding into our country over the last two years 323 investigation was initiated around april of last year. he would have thought that other

countries are saying united states is looking hard at this we better slow down our imports into the united states illegally traded imports into the united states in 2017 were 15% higher than 2016 and in 2017, they accounted for 27% in the market in the united states. >> do you think that the chinese will blink, in other words, maybe they are more of a paper tiger than we think and we have been patsies, lying down and finally we care about our steel industry. >> i think that statement can be made more than just to the chinese. i keep hearing about this is unfair to our trading partners, unfair to our allies around the world and i strouggle with that concept. bear in mind particularly the european union but most countries in the world have a

25% or greater vat value added tax on products going into their countries from the united states so if we impose a 25% tariff, all we are doing is treating them exactly as they treat us relative to products coming into their country and coming into the united states. we are simply leveling the playing field. treating them the way they have been treating us for over 30 years. >> when i look at the defense issue, many people are telling me that is a con ard that we are making plenty of steel we do not have to worry that our steel industry won't be able to produce for defense, and for the military and that is not a reason to justify our tariff. >> i think that you look at what has happened to the steel industry over the last 30 to 40 years, you go back and say, 1985 to today, there is a full

one third of the steel industry that does not exist today that existed in 1985. so you see a steel industry that is being decimated in the united states if that couldn'ts, i don't know how anyone can argue that we will would be able to have a strong national defense if we do not have a strong steel industry in the united states and bear in mind that it is more than just steel going into military applications. i hear that argument a lot you also have to have a strong steel industry to have strong infrastructure strong infrastructure creates a strong economy a strong economy ensures a strong national defense. >> my travel trust owns nucor because it is so profitable. i want to know why you need protection if your company is profitable and is there a difference between chinese steel and steel made by nucor?

>> we don't see it as protection we see it as enforcing our trade laws effectively against countries that are abusing the trade laws and in terms of newcor having a good year, we did. we are in a very, very cyclical business good time in the cycle right now but i suggest you go back and look at the tougher years in 2009, 2010 and see how much of a struggle it has been for the entire industry during those down cycles. >> and chinese steel, do you want it in our tanks or brings how do you feel? >> i do not want them in our tanks. if my son has to go to war, i do not want him going to war sitting inside a tank produced by chinese steel i want it to be good, strong, high quality, american made by american workers. >> john ferriola, ceo of nucor

thank you for coming on. - i love my grandma. - anncr: as you grow older, your brain naturally begins to change which may cause trouble with recall. - learning from him is great... when i can keep up! - anncr: thankfully, prevagen helps your brain and improves memory. - dad's got all the answers. - anncr: prevagen is now the number-one-selling brain health supplement in drug stores nationwide. - she outsmarts me every single time. - checkmate! you wanna play again? - anncr: prevagen. healthier brain. better life.

even if today's rebound, i think it is worth hunting for high quality stocks that have gotten more attractive regular viewers know i have a lot of -- i have known for years. company is called trinesio late tex binders along with basic building blocks. i have heard so much enthusiasm about trinseo that i had to check it out myself. my verdict is there is a lot

going right for this company and i am a fan of this stock like last week, and briefly again this morning what makes me feel good about this particular one and how come you have never heard of it before created seven years when the old dow chemical decided to sell them to an outfit called bane -- bane took trinseo public i wished i started to recommend this one back then more than quadrupled from its ipo price. it is up over 9% it is a stunning trajectory. why is has it been such a phenomenal performer

this is a highly cyclical company. go to 2016 and the stock takes off like a market. mainly because end market finally improves after years of languishing. trinseo is a commodity chemical maker. when the global economy is week, its numbers are week when the global economy is strong, it can put up stunning growth numbers it is a boom and bust business and right now, make no mistake about it, we are in boom times the other thing is that the bane capital stole its steak in the business long-term it is generally a good thing. basically it is removing the overhang if you were worried about owning trinseo because some days bane would sell its enormous stake,

you don't need to be afraid anymore. they are gone. you would understand this is the company they would use in class. it's finally trinseo time to shine. and i don't think the stock's moment in the sun is over. this is the cyclical stock what do i mean consider the numbers its sales were down a moderate amount in 2014 and when fewer companies want to buy your basic building block chemicals and plastic, then the revenues go lower. get this, as the economy started to accelerate, trineso's numbers

caught fire. rises along with your sales. in 2014, its grows margins came in 5.8%. now some of that is pure cyclicality. a lot of it is because u.s. chemical producers are in hog heaven right now i can name a dozen that are strong because of our abundant domestic supplies of natural oil and gas. this is part of the industrial rerevolution in this country i like that. the industrial re-revolution i am using that from now on. isn't it too late to get into this one what makes this is a good time to own it right as everybody is freaking out about a trade war, slamming brakes on global commerce let me outsource this to frank of wells fargo in a terrific piece from late

january, laid out all its reasons. i think his stuff is pertinent in particular, mitch points out that its inventory seems to be very clean and its production is going to be pretty restrained from the first quarter not going to glut the market that is huge off line right now stierine prices is the sweet spot right after the company pre announced fabulous earning companies, management predicted it would earn $2.18 per share. wall street was only looking for $1.66. stunning earnings in global economic expansion so people would sell this off and boom, move it into trineso

the strengthen of its business was forgotten. as the panic sent the stock plunging when the company reported its fourth quarter, they were seen as being baked in. the stock is still below where it was trading before it boosted its forecast you were getting this excellent quarter for free and even after its monster run over the past four years, it still sells for nearly eight times next year's earnings how about eight times earnings for trineso? in its case there is a real concern. on many of its building block

chemicals. this stuff is so commoditized i don't think it would hurt them so much. and frankly the stock would still be cheap even if it lost a chunk of its stock the economy is still an amazing shape and this is exactly the kind of u.s. based company that does well when commerce is booming. i will be coming back to this company over and over again. a terrific buy especially if we get another sell off against overhyped trade war warnings this one has legs. one day that will change before not any time soon which is why i think it is not too late to pick up trinseo denise in minnesota.

>> caller: thanks for everything you do lithium prices have been falling globally, however, the ceo has said that lithium demand will be up 80%, should i buy >> i am concerned. i think there could be oversupply of lithium. things are getting hot in that world. but i have pulled back from the idea that lithium is going to be a huge story for 2018. i say be careful out there all right. i have a commodity chemical company that i like. not too late to pick up trinseo. business is booming and i think there is more upside more "mad money" coming up ahead. including my exclusive with dominoes this market is so caught up in the tariff war, you might have missed a great story out there

rapid fire and tonight's edition with the "lightning round.

i we worked with pg&eof to save energy because wenie. wanted to help the school. they would put these signs on the door to let the teacher know you didn't cut off the light. the teachers, they would call us the energy patrol. so they would be like, here they come, turn off your lights! those three young ladies were teaching the whole school about energy efficiency. we actually saved $50,000. and that's just one school, two semesters, three girls.

together, we're building a better california. what do you do when a phenomenal ceo has created massive amounts of shareholder value decided to retire. that is a question of dominoes patrick doyle is stepping down in june. acknowledging dominoes made lousy pizza before fixing the recipe along with a host of other problems and rolling out a fabulous online ordering cloud. the first time he came on the show eight years ago, dominoes was a $8 stock and now it is $220 good shape here, most decent

quarter reported so what is the future look like for this pizza chain let's take a moment to speak with the great patrick doyle and get a sense of how this company is doing welcome back to "mad money." >> thanks, jim, appreciate it. >> celebrating the opening of the 15,000 stores. you have been opening three stores a day around the world. >> look, it is a big milestone for us, but at the end of the day what is driving it is fabulo fabulous unit economics around it the franchisees are excited and generating great returns for them opening a how stores a year the last few years each of the last couple of years. pretty exciting. >> how can you be sure there aren't too many and the reason i say that is we recently profiled

papa john's. and indicated that there are issues is the pizza category at least hitting a wall >> no. the pizza category is doing great. and what gives me most confidence is the growth of the units. we know the profitability of the stores our franchisees are excited. in terms of how many are too many 95% of the world is outside the u.s. and we don't have twice as many stores outside of the u.s in the u.s., 5500 stores in the u.s. and we are convinced we can get to 8,000 in the u.s. lots of growth still in the u.s. and more growth outside of the u.s. long way for us to go. >> how do we deal with the fact this this quarter, unfortunately dark on, 4.2% comp domestic and

2% international >> you know, look, we were rolling over very big numbers from the previous year the 4.2 is right in the middle of our three to six guidance a half a point that we lost in the fourth quarter because of new year's day fell in the wrong year that will come back in the first quarter for us same thing happened on international. it is 2.5, and would have been a 3. we did have one issue in international which is japan hit a bump but that is under our master franchisee in australia. they released the five or six of the year and it already had picked up again. so temporary thing there we are on track and feel great about where the business is. >> now, tax reform you have always returned capital

in some form or another. dividends best record i know you get this windfall from taxes and ha what does it mean for i shareholder. >> after tax return for investors, has gone up that has always been our first priority, is find things that are going to generate great returns for our investors. in the business, we are going to invest in our people and still after all of that is going to generate more additional free cash flow. we will go through the same process we always do to figure out what is going to generate the best return for our shareholders whether that is more buy back or certainly dividends or anything like that. we are agnostic and have done all of those things over time and certainly tax reform overall, great thing for the business, great thing for our shareholders. >> you are passing on the baton

and the bench is deep and everyone agrees it and i don't want to disagree this is pretty much what is going to happen in the next five years, i task you with that. is that a big issue for dominoes >> well, you are clearly going to see transportation change in the u.s. we think it is three to five years out. we are investing heavily announced a second round of testing with ford last week. we are investing aggressively and looking how that transportation is going to affect our customers and how they interact with us. they have to come out of their homes or apartments to get the people we think it is a great opportunity for us but clearly something we are going it clearly investing in and it's coming. >> last question, when i talked you to last time, you still don't know what you are going to do

you still going it play close to the vest or have you figured it out? >> i am focused on finishing strong june 30 and figure out what is next at that point no idea what that is going to be. >> stock had a good right again and i think that is not done patrick doyle president and ceo of dominoes. "mad money" back after the break.

>> announcer: lightning round is sponsored by td ameritrade it is time it is time for the lightning round on cramer's "mad money." 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 starting with eddie in georgia. >> caller: booyah. appreciate all your help and everything you do with us. what is your outlook on bb blackberry. >> i think it goes hard. dave in virginia. >> caller: hey, jim, inbooyah

tell me about kmi. >> no. that is like the cleveland browns of the pipeline ixnay. don't buy. can i go to bob in new york. >> caller: booyah, jim, how are you? >> good. >> caller: question on cvs >> no. you want to buy united health. eric in texas. >> caller: i am talking about aks. >> no, you want to be in nucor don't go down. pt in north carolina. >> caller: booyah. how are you doing? >> doing well, how about you, partner? >> caller: get your take on cof. >> i am a buyer.

i do prefer others but you are going to be doing fine with that caleb in kentucky. >> caller: booyah. >> what's up >> caller: i am 22, a young investor going into a career of a financial adviser, calling to ask about avav. >> if you are 22, you have your whole life in front of you i looked at one with my wife recently because of our property in italy and she said it didn't make sense, but i am going to override her i shouldn't have said that on air. marie in florida. >> caller: hey, jim, how are you? >> great >> caller: continued congratulations on that super bowl win for your team. >> i live with it every day. i sleep in my eagles pajamas

>> caller: can you give me your take on intuitive surgical. >> one of my all-time favorites. steve in new jersey. >> caller: good evening, jim the stock is ntnx. >> i think it is a buy and that is the conclusion of the "lightning round". >> announcer: lightning round is sponsored by td ameritrade eh, it just feels too complicated, you know? well sure, at first, but jj can help you with that. jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you through your options trades step by step until you're comfortable. i could be up for that. that's taking options trading from wall st. to main st. hey guys, wanna play some pool? eh, i'm not really a pool guy. what's the hesitation? it's just complicated. step-by-step options trading support from td ameritrade

so that's the idea. what do you think? i don't like it. oh. nuh uh. yeah. ahhhhh. mm-mm. oh. yeah. ah. agh. d-d-d... no. hmmm. uh... huh. yeah. uh... huh. in business, there are a lot of ways to say no. thank you so much. thank you. so we're doing it. yes. start saying yes to your company's best ideas. we help all types of businesses with money, tools and know-how to get business done. american express open.

let's not get so caught up in arguing the merits of free trade versus protectionism that we end up missing out on one of the greatest stories of the era. the come back of the personal computer i myself didn't believe in it until hp had atif terrific quar. we are always searching on "mad money" for double digit growth and the shocking thing from the last quarter of hp is that we found double digit growth in notebooks, in laptops.

now the numbers are reversed the pcs are roaring while phones have been slowing down and it makes their stock look a heck of a lot cheaper than we thought. let's start with micron. this well maker of dynamic access memories or d rams and fla flash memories had a big surge everyone expected the pricing for micron's products to collapse hp told us pricing remains strong throughout the rest of the year if that is the case, the stock is way too cheap it is a buy on this break out. in a little noticed interview last week. morgan stanley sat down with the team it blew me away.

i had no idea it could be this fabulous and the service in these firms they eat flash like nothing else on earth western digital, makers of hard drives and digital memories is a buy. personal computers going again, it makes no sense intel just trad trades 14 time its earnings. amd makes graphic chips for gaming perhaps the hottest areas outside of cloud meanwhile, theboom in all of these chips tell me the semiconductor chips makers

let me tell you, i see tremendous pin action off of micron the themes are too great to ignore the pc suppliers are back and most are way too cheap i think they will look like bargains down the road when these companies start beating their estimates left and right as their underlying business is finally booming again. stick with cramer. at cognizant, we're helping today's leading life sciences companies go beyond developing prescriptions to offering subscriptions with personalized, real-time advice for life-long, healthy living. honey? you almost done? nope. get ready, because we're helping leading companies see it- and see it through-with digital. when it might be time to buy or sell? with fidelity's real-time analytics, you'll get clear, actionable alerts about potential investment opportunities in real time.

fidelity. open an account today. fidelity. at&t gives you more for your thing. your getting serious thing. that moving out of the friend zone, moving in together and getting two of everything thing. those fur babies preparing you for real babies thing. that one for me, one for you, us together for the rest of forever thing. buy one iphone 8, get one iphone 8 on us. more for your thing. that's our thing. 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 i'm always looking for inexpensive stock, a 1% gain s&p. it is in micron, in western digital, in intel. 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

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ shannon: and we're from san diego, california. come on, james! we're two busy moms always on the go. regan: shannon and i met at our kids' preschool field trip. after a long day with 40 4-year-olds, we were ready for a glass of wine. [ both cheering ] we dropped our kids off with our husbands, and we've been friends ever since. regan and i both worked in corporate america for several years, and it came a point in our lives