longer term is lower use diagonal spreads. >> carter. >> lows into earnings, i like it for a nice move higher. >> and tony, you're going to end us here. >> zoom is going to keep zooming higher on earnings i'm using a call diagonal. ntme tnkt. gelen,ha you that does it for us on earnings. i am using a call diagonal. >> thank you that does it for us on options action 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 help you make some money my job's not just to entertain you but to educate, to teach, and put it in context. so call me at 1-800-743-cnbc or tweet me @jimcramer.

did we get hammered today? because investors are finally starting to realize that the coronavirus is a very destructive force for economies. dow plunges 228 points s&p plummeted. nasdaq, 1.79%. as profit takers came out in forces, especially in big tech, recognizing the chinese economy's going to go maybe offline. and going offline can't be good news for the united states the 30-year treasury, well, it fell to record lows. that worries me. yes, that's got to be a dangerous signal and not just a windfall for home buyers, right? all the action seems to el us the bad news out of china is finally translating into bad news almost a total delayed reaction. should have been a week ago. because our economy remains deeply intertwined with theirs so many of our companies rely on chinese suppliers for everything from trim, like in clothing, to

buttons, essential medications, components, all sorts of technologies we're really much more intertwined than people realize. i think we're right to be worried. i think we're right to respect this blow off that started yesterday and truly accelerated into the bell today. it was a terrible day. china's currently conducting the largest quarantine in human history to prevent this virus from spreading you better believe that has an impact on commerce these containment measures were only ever meant to be temporary. hopefully, getting us to april when the weather heats up and flu season traditionally ends. it's only people a delaying reaction as we are seeing now with the outbreak spreading beyond china korean numbers, frankly, took my breath away. with that coronavirus present top of mind, and it must stay top of mind until some anti-virals are discovered that can knock it out i remain hopeful what is the game plan for next week

well, first, before we get into it, as you can see, all week, this is what we're going to be focused on we do a nightly program here, too. it's really important. it was key to the reversal today. it's why the blow off occurred on monday, we hear from hp, which is currently trying to fend off xerox's attempt to get the two companies to merge hp wants to remain independent and a strong earnings report and a rally will help them do that if they can pull it off. after the close, palo alto networks p and w supports this time, it could be a little tougher. so far, we've gotten results from two cybersecurity plays cyberarc nz scalar both disappointed. palo alto has become a better stop than either of those two. i love the conviction level of ceo last time he came on the show if you want to know more about

cybersecurity, of course you want to hear from gary later in this show. tuesday morning, we hear from different retailers. wildly different home depot and macy's. the stock of home depot has exhibited what i consider to be a disturbing pattern here. it runs into the quarter with investors betting on a fabulous number then when -- home depot almost always come into too hot it is doing the exact same thing this time which is why i think it's too late to buy ahead of the quarter. macy's is the opposite the chain's merely a shadow of its former self. the bonds were just downgraded to junk. that list of troubled locations never seems to grow any shorter , does it? macy's needs to show something good, some growth, or i predict more debt downgrades and a stock that can't even hold the 15 level. salesforce, this is a stock finally reflecting the company's incredible growth prospects after a period of hesitation and concern that it is just doing

its growth by acquisition. we own sales trust by my travel trust. and we juactually trimmed some. bulls make money bears make money and hogs hogs get slaughtered when you have interest rates this low, there are some real winners. and one of them is toll brothers yes, the high-end home builder i expect toll to report an excellent quarter. 30-year, all-time lows what else? here's one we have been watching closely. it's the heavily shorted real real this is an online consignment store. this company's taken a lot of criticism for supposedly slip shot execution. stock sure acts horribly i don't know we'll see. also, on tuesday, a stock that i think mocked all fundamental research in its rally this week. virgin galactic reports. this is the poster child for the

kind of ultra speculative stocks that have exploded higher as of late although, it totally cooled off today. maybe they'll tell us that they're ahead of schedule but i'm skeptical and i think it's justifiably losing altitude. at the end of every big move in my life, we've had stocks like this that go from 9 to 38. every one is looking similar wednesday, we find out how one of the most impressive turnarounds in the business, in business entirely, is going. when ceo marvin ellison, who i think the world of, tells us what is going on with home depot competitor lowe's. i expect good things from melvin when he describes the turn, although he always stresses that it's in its infancy. there is then tjx. i am betting on a strong quarter. pier 1, these companies go out

of business or go bankrupt, that's good for tjx. marriott international this hotel company, which is so good, has a huge business in china. a lot of -- when it acquired starwood i am wondering if the rest of the world's strong enough to offset what is some obvious chinese weakness we're going to find out. last quarter simply wasn't special enough to send the stock higher from brooklyn could put up some good numbers then there's square. and today's weakness aside, this thing's been on fire the payment space is red hot squares technology is at the heart of it. you know we just started liking again. after a long period, we decided no thank you thursday is jam packed with tons of companies reporting first, you got best buy. i mean, when will people stop dissing this chain best buy's figured out how to sell electronics better than anyone in the world. anheuser-busch, i'm going to

tell you bud reports -- now, they came up with this thing called bud light seltzer that's a 5% solution to the next big drink craze and it's really taken off. but will it be large enough to matter to the company? or will bud's core business be so weak? we're going to find out. i think it's too small to move the needle, unlike boston brew now, i like the combination of keurig/dr. pepper very much. i got a new keurig for my birthday that makes a pot to the left and a single shot to the right. i love both. meanwhile, is there anything better than a diet dr. pepper? maybe a diet mountain dew. after the close, we hear from dell, which has been a real seesaw i'm a believer we need a good quarter from dell to break out of this range dell's subsidiary vmware, now, we are talking about a cloud

king so, therefore, i expect good numbers. there are plenty of people who don't like my new stance that you can't make money in oil long-term anymore. now, you know, i'm talking about the stocks still, we hear from the two -- i'd say, with exception of pioneer, the most intriguing ones out there occidental, oxy, and emg they have made heavy investments in texas but now wall street wants investment to be curtailed and profits returned to share holders. let's see if these two understand the tenor of the times. finally, on thursday night, we hear from two companies who have delivered endlessly. followed on friday by two companies that have fared poorly the bad, wayfair with its valentine's day massacre of layoffs. and foot locker with its falling stock. i am betting the future looks a lot like the recent past hooe here is the bottom line. the most important thing you need to know about next week is that the crow have coronavirus

will cover everything. they use the two words fluid and dynamic f. it remains fluid or it remains dynamic, get ready for february to end with a nasty whimper and a bear full of bang. abdullah in virginia. >> hi, jim, how are you? >> i am good, how about you, abdul la >> good. good awesome. what is your thought on drop box? >> drop box had a very good quarter. and what drop box did was frankly confound the people that thought microsoft was going to knock it out people thought microsoft was knocking out prove point i think -- but he's not in the business of knocking out everybody. and i congratulate the people who stayed long drop box because it's been a real tough, tough run. okay here we go despite a crowded slate of earnings next week, i want you to make -- understand -- it's the coronavirus. those developments will continue to be the market's top focus

on "mad money" tonight, basic building blocks of u.s. healthcare are now under the control of the chinese communist party? i'll explain what that means for you and your money and your health then, time to get social when it comes to facebook, twitter, pinterest, and snapchat, who still comes out on top? what is the reshuffling here i'm talking the next frontier in cybersecurity with the ceo of provepoint so stay with the monetizable cramer >> don't miss a second of "mad money. follow @jimcramer on twitter have a question? tweet cramer #madtweets. send jim an e-mail to "mad money" at cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. ♪

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what with do we do now that the coronavirus's outbreak's playing out just as those medical experts said it would someday?

i think you should worry -- worry because if the experts are right, well, we still got a lot to be afraid of. i want you to go back to the words of dr. tony fauchi he is perhaps the best epidemiologist in the world. he said this virus would keep spreading in china he said it would sweep through the developing world, rapidly, because most of those countries don't have public healthcare systems. as for the u.s., the virus will spread more slowly here, giving us a better chance of nursing its victims back to health maybe even over time finding an anti-viral sadly, all this is now happening and none of it is bullish. by the way, it's what crushed the market today some of it should be expected. wall street keeps thinking this outfit has to have an endgame. what are the consequences of not listening to experts you end up getting blindsided. look, i keep telling you that we

need to wait for the other shoe to drop of this epidemic and the shoes keep falling we keep raising and raising cash because i don't know i mean, i'm confident that there are more shoes waiting in the wings because so many officials are terrified. have you noticed they are terrified of revealing bad news about the virus, especially in china? that means we can't really get our arms around the implications outbreak you want an example? let me introduce you to rosemary gibson from the hastings center. she is the author of china rx, exposing the risk of america's dependence on china for medication oh, doesn't that title say it all? now, gibson, she started tweeting me but her book, published in 2018. she explains the medicines people rely on for all sorts of ill innocenc illnesses are now made just in china. the chemical components are often sourced from china

she is plenty worried. she's got me worried, too. so what happens to the pharmaceutical industry when the largest kwaquarantine grinds th economy to a halt? this is so important i actually brought it up this morning, my old friend larry kudlow. we interviewed him on tv on squawk on the street i told him he had to go tell the president. and larry said he would do it right after we spoke to him. who is thinking about what might happen if we run out of pills? now, i think that's more than likely, given that we outsource more than 80% of our medications to china either directly or for critical ingredients. who is ready for pill rationing? have the big drug distributors taking precautions i really hope so but hope should not be part of the equation either way, the pill shortage will likely be front in center in maybe two to three weeks. that's when we will run out of inventory. it's already happening now with some drugs some drugs i take, they don't have 'em i mention this because you have to approach this market with a

degree of caution. every day, there is a real possibility that we'll get some new leave lagz aborevelation onk things that we should have predicted because our economy is totally divined wi totally intertwined with china's. we are one and we shouldn't be they do. i know our government was lax about this stuff but even i'm surprised we let it get this far. while this has happened over the course of decades, i'm stunned nobody's done anything to fix it i mean, what if the chinese decided to shut down our pill supplies during the trade war? we dodged a dult therbullet thee it hasn't dawn odden people. i'm betting it will be part of this discourse by this time next week people will be outraged. maybe they'll blame china. i blame the u.s. how the heck could we have let this happen? the answer, we knew. we just never imagined the chinese supply chain would get cut like this. or maybe we imagined it but the risk seemed so low, the pharma

companies and drug distributors decid decided not to do anything about it because they make it so cheaply. that was wrong and it will only get worse as we realize how dependent we are on china that could be hidden deep in many supply chains. long story hort, as long as th coronavirus keeps raging in the prc, you have to be prepared for the next shoe to drop. eventually, we will run out of footwear but eventually could take a very long time. fred in ohio fred. >> yeah, jim, i bought cvs a fe quarters ago and has done okay but seems like it's stuck in the mud or caught a virus. it hasn't moved. kind of a pharmacy/healthcare combination. seems like there is a -- and the healthcare part of it is making money. >> yeah. they bought aetna. i say we because club owns it,

charitable trust club. we think it's very inexpensive we really bought a lot of stock when it was lower and we're not giving up on it. we think it's a -- a buy and you just have to be patient because it did have a big move from 53 to 75 and then it pulled back little this week. letsd let's go to rand. >> i love your show. >> thank you it's not easy on friday. what's up? >> your thoughts on ma -- >> i mean, the stock did not hold the price of its big secondary offering all right. i speak to people in that i'm obsessed by the coronavirus. and i speak to all the pharmaceutical companies and they keep coming back to moderna. that's how we had on today, though, is all about gilead people kept saying that gilead has got the anti-virals and that's going to prove all right. i -- that may not be the case. but moderna is most likely to have a vaccine because they do

all that great work we talked about with amazon web services so moderna is a likely way to bet on a -- on a vac keecine and right now, gilead. like, wow, gilead's working. i said as a cheap stock, i told you to buy gilead earlier this week i said buy gilead. up nicely today. i think it is likely we will soon see drug shortages in this country. and then we will have surge pricing in the u.s., as we are too dependent, ridiculously so, on pharmaceutical ingredients made in china. and i am angry about this. it'll be just one of the many more shoes to drop in this epidemic because we are so dependent on the prc much more "mad money" ahead. last year, companies lost more than $1.7 billion because of e-mail scams basically, small businesses that are set up to scam you i am sitting down with the ceo of a company trying to take a major bite out of cybercrime just ahead i'm taking a victory lap with

symantec lightning round. so stay with cramer. you ever get the urge to go a little crazy?

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focusing core strengths to create a better world isn't just a result, it's a responsibility. emerson. consider it solved. little time to process earning season, how about i circle back to the turmoil in the social media space? twitter and pinterest reported terrific numbers and solar stocks surged higher meanwhile, facebook and snap posted seemingly disappointing numbers. and their stocks got hammered. i think -- let me explain because social media has too much going for it to ignore them and there are not that many social media companies out there. there's clearly been a shakeup in the group and we need to update our power rankings and you've asked for this and we're going to give it to you. after facebook reported the end

of january, stock lost nearly 10% of its value over the next two days snap plummeted almost 15% in a single session for a few days, it really looked like this whole industry was in real trouble then twitter rocketed up 15% after we saw the results early this month and then more than 9% the day after that well, they changed the narrative. >> house of pleasure. >> someone's separating winners from the losers on social media. why don't we just start with facebook after putting a series of strong numbers last year, the stock rallied hard at the beginning of 2020 surging to new highs that ratcheted up expectations so when facebook delivered what i thought was a pretty good quarter, it wasn't quite good enough for wall street the company posted top and bottom line. beat same as usual but the beat was smaller than what we had gotten accustomed to seeing because facebook had been such a juggernaut. except for last july in 2018 their user metrics were nearly

in line. and the company told us they would be discontinuing those stats for facebook, though not instagram. this kind of thing is typically viewed with great skeptism why not give us all the numbers if the numbers are good? it didn't help that facebook's revenue guidance for the next quarter was less than stellar. so the real problem had little to do with the quarter and everything to do with the fact that facebook stock had just kept moving and moving up and moving up. and was clearly priced for perfection going into the quarter. anything less than perfection was going to spark a selloff and that's exactly what happened long-term, i remain a believer in facebook. it is a gigantic position for my travel trust, which you can follow along at actionownersplus.com which is part of the club. he we purchased the stock at much, much lower levels. how about this social media loser that did surprise me and that's snap.

very quickly became a total dud. we called that right but over the course of last year, it looked like snap had gott gotten its act together. they improved the version for android. and that's why i recommended snap late last month although, i also told you not to put full position on until after the quarter. see, i had been concerned snap had caught too many upgrades going into earnings. that raises the bar. making it harder for any company to beat the expectations well, sure enough, snap delivered a small revenue miss with modest earnings beat. tiny but what everyone fixates on is the guidance management said they will be losing more money than expected this quarter because they're investing more heavily in the business in response, the stock got completely eviscerated that said, you know what, i'm telling you to buy it. i think you are getting a great discount from where it was someone the other day asked me right here what do you do with it and i say you can buy it i do not think this is too late.

all right? now, you know what's funny two social media winners twitter and pinterest. also, told you they would be investing a lot more heavily in their businesses going forward but ironically, instead of being punished, their stocks were rewarded what he is going on here what sets them apart the expectations i just mentioned. twitter stock plummeted after the company reported its previous quarter in october. and it hadn't fully bounced back by the time the next quarter rolled around earlier this month. by the way, i told you to buy this one into weakness that was right when twitter reported again earlier this month, nthey knockd it out of the park monetizable -- monetizable -- what is with me today? monetizable. monetizable. what am i doing? what is that okay it's friday. monetizable. that means friday. we'll take all this out when we

do post production okay i'm talking to my executive producer she knows it's all going to be gone she's going to monetize me what is it like matisse? monetizable. i mean, honestly okay, now, we completely lost our train of thought now, that's not what i wanted. all right. monetizable daily average user growth up 21% versus 17% in the previous period. wall street, 147.6 million daily average users. they had 152 million now, that's a nice surprise. twitter keeps improving its platform making it more intuitive and limiting the visibility of potentially-damaging content, which you know i love because i am a heavy user of twitter that strategy is working it also cost money, though and earnings came in weaker than expected but wall street was willing to look past that. we saw the same thing in the guidance they are forecasting fabulous

sales numbers but weaker profits because they need to invest to heavily in the platform. they were calling it for twitter and ned siegel, the cfo who we like so much not just because he went to georgetown that does factor in, though. i think it's because the expectations for twitter were lower. and also, because the company's proven it can overcome adversity. even if this quarter wasn't consistently better than expect, it was certainly nabaf, not as bad as feared. stock initially ramped to the mid-30s. then it got pulverized the last quarter in october, it was wildly considered disappointing and the stock ended up sinking to the high teens at its lows in december. that was painful, which you know i liked it after that, the stock started to bounce to pinterest had a bit of momentum coming into the earnings but it was still well off its highs. earnings beat. substantially higher than expected sales and fabulous global monthly

active user growth of 26% key metric and terrific average revenue they monetize. the company rolled out a new version of their app for android. isn't it funny because that's also what happened with snap like, people always underestimate how important it is to have something for android. they have faster download speeds they're saying major growth in video. they launched a more-ideas function that shows users digital vision boards they might be interested in really, though, pinterest is giving investors everything they want no wonder the stock united after the quarter. stock surged to 26 bucks two weeks ago. it has since cooled off back to 22 and you know what? i think it's kind of nuts that it went down that much but we know what's happened in the market the last two days meanwhile, facebook and snap have already started rebounding.

you know in a world where people are afraid to go outside because of the coronavirus outbreak? social media if you can't interact with your friends in person, at least you can interact with them online and show pictures of their dogs. now, incredibly, facebook's the cheapest of the bunch. selling for less than 19 times next year's earnings estimates 19 that's like some banks sell at that and that's in part because the regulators have a target on facebook's back. still, i think facebook's the safest social media play if this market keeps getting hit it's inexpensive but the bottom line, you want to know the difference between the big winners and the big losers in social media this past earning season it turned out to be about mrs. haversham. it was about the expectations. as i see it, all four of these companies are doing well none of them had perfect results but facebook and snap had run going into the quarter so facebook and snap got pulverized while twitter and pinterest caught fire. you get it right now, i like all four stay with cramer

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a doable plan to combat climate change. i led a complex, diverse city through 9-11 and i have common sense plans to move america away from chaos to progress! i'm mike bloomberg and i approve this message. what's it going to take for some of these stalled out cybersecurity stocks to get

their groove back? for years, this thing was practically -- automatic winner marching from the teens to high 130s each time, proof point's been able to bounce back in short order. the most recent pull back came last month when reported better than expected quarter that was unfortunately paired with what wall street analysts regarded as a tepid forecast for both the next quarter and the full year once again, stock quickly rebounded from those levels. it's been slipping again, including today. so when will the stock resume its long march higher? let's take a closer look w with the chairman and ceo of prove point. mr. steele, well cam back to "mad money." gary, people often talk about small and medium-sized business being the backbone of our country. there seems to be some small and

medium-sized businesses that have decided that cybersecurity is where they should be operating. >> i think cybersecurity is a big priority for every operation across the globe today. >> but there are companies that are doing this. >> well, the simple relate is that people are getting defrauded of millions and millions of dollars every day. the cybercriminals are winning and so creates demand for companies like us, which is a good thing. >> now, how is it possible after all these years that people are still clicking on things that they shouldn't click on? >> because the threat actors are getting that much smarter. so there is all of these ways that attacks can be socially engineered they can find out all about you and then tailor those attacks to ensure that you are going to click on something that may be of interest to you the latest thing is coronavirus. like -- >> tell me about that. what happens >> coronavirus has become a lure meaning, you're going to get some e-mail or some form of lure that makes you want to find out more about coronavirus. >> okay. that is a subject heading and then there is usually some silly name are you talking about people

more sophisticated than that >> yeah. these are sophisticated threat actors that are operating to go try to get someone to click on something. either click on a link or open some form of file. >> how many will they send a day in order to fish >> it really depends a lot of threat actors are very targeted they know exactly who they are after. they know who those individuals are. and of the broad theme we have seen over the course of the last wae year is volumes are coming way down as a result of that, you got to have very sophisticated capabilities to protect you. >> in a recent talk that you guys gave at the goldman conference you know, this was just a really dynamite call on february 11 you actually talk about how there are fewer and fewer people actually doing what you do that you're in a business in a lot of people have dropped out. >> you know, the market has r really changed over the course of time since we've been in business we started in 2002 i have been with the company since its founding

what we have seen is a lot of consolidation in this market and it's gotten much more difficult to be able to identify and detect these attacks frankly, it's given us a lot of room to operate and grow. >> it's interesting there are a lot of people that feel your enemies have to be a company like octan but they're partner cyberarc but they're a partner palo alto but they're a partner. they all partner with you. why can't they do what you do? >> i think they have chosen to stay in the markets where they are and security is made up of many discrete markets. we're in one of those and we happen to be in a market where threat actors operate heavily. >> we love octa, too. >> we think todd does a great job. why do you need gary >> it's supercomplementry. so we've done simple integration where we can tell octa who our vaps, our top-targeted people are. and then they can drive stepped up authentication. so make it more challenging for that user to log on and get access. >> so why can't you teach people

not to click on things >> well, we try. >> they can't help themselves? >> no, one of the things we believe is you have to raise awareness in the organization because people are being targeted at work but they are also being targeted at home. so the more that we can raise the awareness of users, we think that is broader -- broader posture, better defense. >> are the chinese still trying to get in? >> yes and i think -- i think the reality is, as we move into the latter part of election year, there is lots of geopolitical things going on. >> russians? >> we're going to see more geopolitical players driving threat action against companies. >> do you call the fbi >> we work closely with our customers and figure out what the right thing to do is. >> one of the things that just shocks me is that a lot of the attacks actually begin, still, with e-mail. you think that they -- this is still the best way to get into an organization. >> it's really simple. e-mail drives the business process around the world it's how companies interact every single day and while, yes, e-mail's been around forever it is the one place that's predictable that if a threat actor gets in, they can make a lot of money.

>> what's incredible, and i read about your stuff, one of the things that you like is when microsoft comes in because then you come in on top of them. >> yeah. and what's happening -- no, and what's happening with microsoft is they are really driving this momentum to the cloud. so the adoption of office 365 has been an important catalyst for our growth has been for a long time and we think it sustains itself over the next five years. >> doesn't he say i'm tired of gary, i'm going to own this business myself? >> you know, they clearly have a set of capabilities. but this is what we do for a living and what customers demand is the absolute best at protecting them and that's where we come in. >> the man that might be able to save us from malicious actors during the election? >> we're going to work hard. and are they going to -- you -- you know, you say in your stuff that people still get through. >> people do get through but we're going to do our best. >> i hope you stop every single one of 'em i'm tired of it. all right? this is the guy that's going to stop it. gary steele, chairman and ceo of proof point. you got to read this stuff

everybody works with him everybody's given up competing with them. "mad money's" back after the break. i consulted with your grandmother's doctor.

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it is time it's time. and then the lightning round is over are you ready? i'm going to start with debbie in nevada. debbie >> mr. cramer. >> yes. >> thoughts on kree? >> i have never, ever, ever been a fan of cree. i have always felt that it was too episodic in this lighting -- this lighting business i'm going to have to say no to you. let's go to bradley in delaware. bradley! >> hey, jim, thanks for taking the call. >> of course. >> i was wondering what your thoughts are for acon, acn. >> everyone keeps thinking it's going to be acquired when i hear everyone says it's going to be acquired, it probably will be but i don't want to overstay my welcome. let's go to joe in ohio. joe. >> greetings, jim, how are you >> i am good, joe, how about

you? >> i have a question about -- as you remember that oil spill occurred. >> yes, but, joe, it doesn't matter because they are not a stock to own they are old, yesterday, kind of stocks i'm talking about the oil and oil service stocks as i have said to many, history. they're history. joe in michigan. joe. >> hi, jim great show thanks for your all knowledge, experience, it's been so help. hey. i recently retired started methodically building an income portfolio, dividend income portfolio based on usually pullbacks from -- >> so smart. so smart. >> you recommended a stock recently to someone in my same boat epr property. >> yes it's not going to set the world on fire but it's going to give you that monthly dividend check.

she seems to have been able to broaden away from the areas that really hurt them and i have to tell you i think that is the way a lot of people should invest as they get a little bit more, let 's say as they get older let's go to rashad in michigan. >> jimmy chill. >> you bet. >> what's going on, brother? >> i don't know. i'm getting ready for some mezcal, that's what's going on. >> i got to say i appreciate you giving advice to people. i am a physician and i have an instagram account where i try to give free advice as well and it can be stressful at times. with that being said, i wanted to ask you about roku. >> i think roku is great way to play cord cut. i like trade desk. trade desk going to report next week i think they could have a very good quarter and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is

sponsored by it htd ameritrade. people are very, very, very, very, very, very excited about this thing we got some smart people making me look good i'm a marionette what's happening you want to go to space and you got a lot of money to burn well, you got to go virgin galactic i don't think you can get there with the spirit airlines they needed to look ten years out. in a clear day, i can see forever. barbra streisand years ago and then on the incredible, let's just say, canon of gospel even of stock thinking reddit don't hate you can hate me. i don't care so what do you see? i see an unbelievable opportunity. i see best-in-class platforms and education.

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averages especially, the large, big-cap tech stocks. i want to focus on something positive something that can work even if my worse coronavirus fears come true so let's talk about a cybersecurity company that competes with our earlier guest, proofpoint i told you to buy the stock of symantec i said it not because i like the company.

i didn't i said it because rick hill is a winner and he has delivered endlessly for shareholders wherever he goes symantec is an old-school cybersoftware company. i figure hill can solve business because that's exactly wlhat he did at the last company he ran fast forward to last fall, hill replaces the former ceo. then he turns around and sells sigh m symantec -- which changes its name to norton lifelock. it now trades under the simple nlok just last month, they payed a bountiful special dividend, rewarding shareholders with this deal since selling enterprise -- norton lifelock's been a performer. posted a big earnings speed for the first quarter right out of the gate as a smaller leaner, ri rick-hill-trimmed operator so how have you done if you listened to my buy recommendation on symantec based on rick hill going there

stock was at $19.93 when i got behind it. now, 20 and change i know so far it doesn't southbound lisound like much. but -- and this is a huge but -- you also would have gotten the $12 special dividend, along with 55 cents of regular dividend payments that's roughly 53 bucks. what does that give you? a total return of 66% and that's since november 5th of 2018 over the same period, the s&p's been good but only gave you 2 5 26.5% return talk about outperformance because of rick hill now, i told you the old sigh man ti mantech. you had a -- it was pushing for management to make big changes hill sold half the business and gave the proceeds directly to the -- as i just mentioned but that story, okay, that's now behind us. it's played out. so the question is do you want to stick with norton lifelock? you know what?

i i this tthink the answer's yes i know if you bought it on recommendation, you want to, you know, take some off the table and go buy a cashmere sweater, i'm fine with that remember, all week i have been saying take something off the table. all week, i have been doing with it my travel trust i don't like the way the market acts it's too speculative anyway, nobody ever got hurt taking a profit. particularly, the people who wish they had sold virgin galactic earlier this -- earlier this week when it was really flying nobody ever got hurt taking a profit i need you to remember that. so why do i like the new norton? okay after they sold their enterprise division to broadcom the company predicted the remaining business could earn $1. $1.50 per share annually within 12 months. those are some real growth numbers when you consider the stock only 20 bucks. the same day rick hill announced -- last august, his company reported earnings delivering a bilk tg top and bom

line beat. bullish quarter. talking about laying off 7% of the workforce to cut cost and he added $1.1 billion to the buyback, bringing to $1.6 billion symant symantec became norton lifelock. at the same time, rick hill stepped down as ceo, sliding back to previous role as chairman with chief financial officer taking over the top job. polette is a rick recruit. by the way, he used to work at cramer-fave logitech the early november blitz ended with a solid but confusing quarter. confusing because results included the enterprise business they just sold still, the consumer business, the part that became norton lifelock, saw an increase in bookings year over year. and you got that $12 per share special dividend right there between the dividend and the

boosted buyback, giving shareholders finally, a little over two weeks ago, company reported its latest quarter and now tlafs a blowout. company earned 25 cents a share. sales came in higher than expected guidance for the next quarter was extremely bullish. better than expected cost estimates going forward better than expected response to stock rally? terrific 17 to 19 and it stayed at $20 and change despite what is a clear rollover i think it's got more room to run frankly. norton lifelock's consumer cybersecurity business has been strong for a while but it was consistently overshadowed by the more-challenged enterprise business they no longer have that albatross around their neck. the smaller, new company can focus more of its resources on products like lifelock and those are already paying dividends norton lifelock, the took is still cheap. and who knows?

maybe chairman rick hill will find a buyer for the remaining business he hasn't already sold. the bottom line! if you bought the old symantec on my recommendation, of course, rick hill was going to be there. you now have a terrific 66% gain in norton lifelock now, if you want to, you can ring the red -- small part but leave some of this one please because this remains a terrific cybersecurity story with a ridiculously cheap stock i am betting this is the kind of thing that can work even in a market that's at the mercy of a coronavirus. stick with cramer. the lexus nx. modern utility for modern obstacles. lease the 2020 nx 300 for $359 a month for 36 months. experience amazing at your lexus dealer. lease the 2020 nx 300 for $359 a month for 36 months. i am totally blind. and non-24 can make me show up too early... or too late. or make me feel like i'm not really "there." talk to your doctor, and call 844-234-2424.

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you don't want to miss this cnbc special report on the coronavirus outbreak hosted by my friend wilford. up next. find it here just for you on "mad money." i am jim cramer. i' i'll jim cramer. i'll see you on monday the cnbc special report begins right now. i'm wilfred frost. this is day 54 of this global health crisis. new evidence the virus is spreading with two new cases in california that have just been confirmed. >> we're concerned about an increase in the number of cases. >> despite efforts to quarantine patients, by all accounts the virus is still spreading northern italy reporting it has more than a dozen new cases. tonight new controversy over the american air lift of people from the diamond princess did it put everyone else in er