great job of creating a behemoth in asset management. >> guy, can't wait to do the chicken sandwich test. >> nor can i that's amazing and oat milk on top. what could possibly go my mission is simple to make you money. i am here to level the plain field for all investors there is always a bull market some where i promise to help you find it. "mad money" starts now hey, i am cramer welcome to "mad money," i am trying to make you some money. my job is not only to ber tente you but educate and teach you, so call me at 1-800-743-cnbc or

tweet me @jim cramer when we finally beat this covid, we'll be facing a new world. on days like today with the dow gaining 168 points s&p climbing 1% and nasdaq rising .9% you can see people are eager to bet on a return of some normalcy but before we go all in on all reopening places, i think it is worth asking is normalcy good news for the stock market? how many stocks benefit from reopening verses the ones that are fly right now and may fizzle when things get back to normal t you need to sell high flying growth stocks. why? because they become less attracti attractive for most of my career, that play book works that becomes a lot less useful

we no longer live under the tyranny of index funds only stock indices millions of young investors may championed and cheered and gotten into the action they created stock pickers paradise you want the best company that delivers powerful long-term themes because you can buy i gave you a whole bunch of them last night remote work and healthcare and the big retailer that benefits from most stimulus checks. if the democrats sweep the senate tonight in georgia, that's a big deal if they sweep in georgia wall street may panic about imaginary tax hike tomorrow and that could be your -- >> buy moment.

this is a stock fisher's market. i want to introduce you to a new firm that you will be hearing a lot going forward, sustainability last year people thought their strength is sustainable in a post-covid world we are a given way too many companies the benefit of the sustainab sustainab sustainable. many of these moves are not sustainable. that's what we are talking about tonight. let's start with a pair of household names, these are great iconic american companies, i am talking about kimberly-clark and coca-cola. thanks to the huge pandemic, we fill up giant stockpiles of tissues and diapers and soap and

sodas. both company has big enterprise worries. i am talking about coca-cola and restaurants, kimberly-clark, keeping office supplies with paper towels they both have attracted 3% yield and good management. oh, what's not to like what's the problem simple i don't expect kimberly-clark or coca-cola's stock to be sustainable investments right after covid is conquered once the economy is roaring back, wall street will have no way of slow and steady, of course, those dividends won't protect us and interest rates starting any higher because 3% is not big enough. next up, oh boy, it is not just because i am below something but peloton. the maker of connected exercise machine which it was cold on and

now very hot now this stock has been a fabulous covid winner, it deserves to be a $43 billion business well, peloton got a great product, i may jump on it after this you better believe they'll take a hit once it is safe for people to go back to the gym. i think we got a great story for post pandemic world and market capitalization and peloton it is easy comparisons for the gym and top comparison for peloton. i know, one peloton costs a lifetime of fitness. i know different clientele show me some respect some of these covid winners are sustainable. rather than going to expensive meetings that can drag on for days you may go back once you are

vaccinated how could the payment like square and paypal? >> whoa. this is what i said on twitter, about something you may not want to hear. square is in a crowded business and while they are good at what they do and great at what they do, they gotten no real mote it is as matter of time where i believe the banks or others figure out their pointer sales and duplicate it kind of insane to have not done it already with bitcoin prices exploding, squa square, 10,000 a pop a couple of months ago

i know it is a 30,000, well, that's just whoa man, that's fantastic. i mean yes, yes, yes, all right, wait a second. i love how they have small businesses but now they got $103 billion valuation is that sustainable? paypal paypal uses this period to become a worldwide banking and payment transfer place especially you have venmo without the credit risk. the story is remarkable in its simp

simp simplicity >> come on t let's get nasty right now supplies are tight which is terrible for the world, great for the vaccine makers. we got pfizer and moderna and johnson and johnson, could be approved soon. i think they can ramp up to a billion doses, i talked about it before pfizer stock is up since their vaccine is available what happens to moderna? i think moderna is small enough that the covid vaccine business matters to them. i think they're in bad shape once we get a glut of vaccines which is what i think is going to happen by the second quarter. my verdict i don't care about pfizer, j&j is sustainable even if their vaccine goes nowhere moderna? unsustainable.

now every one of these stocks benefit from the pandemic. that includes the unsustainables but here is the bottom line. once we get this vaccine program under control, the sustainables stock will keep climbing the unsustainable ones, they'll become unownable for a moment and they need to be trimmed or if not sold before covid is beaten i am in the mood for phone calls. i have never been this sure. i want to go to nevada with dudley >> hey, big time north town booyah >> north town. i bought a car there, what's going on >> my position is exxon with a 5% dividend, should i increase my position to a composite 7 point 5 dividend.

chevron yields 6 and exxon yields 8 i think the 8 parse isless safe than the 6% exxon. buy chevron. okay, let's go to rebecca in new york rebecca. >> hi, i would like to thank for being the stock expert and making people a lot of money is it better to have 100 shares or 50 shares in 20 good companies? thank you. >> mutual funds? the 20, rebecca, is too hard i suggest 10, when you add one, you got to subtract one. that's too many. i want you to do 110 way

it is a stock picker's market. you have not been brainwashed by people who say you are stupid. anyway, terrific people are looking for any sense of normalcy. when we beat covid, yes. the strengths in these moves unsustainable. on "mad money" tonight, some stocks in this market are living a dream. could the market wake up i am focusing on companies that live by momentum and die by momentum i am taking down ten big dividend stocks i like right here and i can't lie and could another covid surge stifles the january rush to the gym. why don't we talk to the jim expert let's go to the ceo of planet fitness. my suggestion? stay with cramer >> don't miss a second of "mad money," follow at jim cramer on twitter, have a question

tweet cramer, #madtweets, send jim an e-mail at madmoney.cnbc.com or give us a call at 1-800-743-cnbc miss something >> head to madmoney.cnbc.com i'm made to move. but these days, i'm not getting out as much as i'd like to. that's why i take osteo bi-flex. it helps with occasional joint stiffness, while it nourishes and strengthens my joints for the long term. osteo bi-flex. because i'm made to move.

live by momentum and die by momentum sell, sell, sell with the new electrical stocks, they plummeted yet, it was ugly and now they're higher today bunch of speculative at precarious levels. i want to tell you an incredible

story in marijuana canada voted to legalize marijuana. cannabis growth, one of the leading canadian cannabis place. operators started listing their stocks canada's legalization is set to become law in october 2018 everybody wanted a piece of it right beforehand of course. some of these moves were extreme as anything i have ever seen in the electric vehicle, tilray published it in july it spiked up to $300 and constellation up of $4 billion of business the whole group plays hard it felt like wall street and then the whole thing

collapsed. investors headed for the hill. each time they just ended up selling off even harder. >> sell, sell, sell! >> speculators were dreaming of it the harsh reality of marijuana could not match up it is a heavily regulated industry, we are a ton of competitors. the cannabis cohort when we bought it last spring. the moral of this story, you can beta fortune betting on the dream but only if you recognize the dreams have unlimited shelf-life when that dream collides with reality, they flee the scene and even booinehind a discipline se. we got a lot of dream stocks going into this market these are groups to trade on visions on a used cam many years

down the line. kind of like the pot stock in 2017 and 2018. i am talking about new electric vehicle stocks i think we are seeing similar actions in the online betting space, too not as bad also a touchy biotech. i am not saying these groups will repeat the cannabis crash and burn experience. i want you to understand the risk, i am going to repeat that word, the risk of betting on dreams sometimes it pays off. more often it does not of course, i like some of the electric vehicle plays i have been the biggest supporters or maybe even in the cyber space. you should avoid all there are a lot of dream stocks.

i am not predicting a trajectory of marijuana bull market i just want you to understand the risk of betting on a dream rather than cold hard numbers. let's start with tesla where everybody is looking into tesla. i have to admit, you got me? tesla is a rare case where the reality turned out to be better than the dream when it comes to tesla, i am a believer they proven they can deliver on the dream tch it is a still a dream stock. if you are buying this thing, you are not betting on the new term you are betting on elon's vision of the future or maybe robo tax

some where down the line he's capable of everything that's why we love him so much tesla is unique. we have seen bigger moves in some of its indicators like the electric vehicle spac. when you look at the electric vehicle stocks, these were some of the hottest names in the market blazing in the first quarter even though most of them don't plan to make my revenues for years and years. forget earnings, they may not have a product until 2024. when the electric spacs list their stocks, they're allowed to give projections for the future. sec says it is okay or does not know or whatever we have seen a ton of forecast for 2025 or even 2030.

that is crazy c does not mean they can't have the upside it means you need to be careful. the pot stock, most of these will fizzle. i don't want you to hold the bag. i don't want you to get your head chopped off let's go back to tesla this is the momentum stock of our year or maybe of our lifetime but what happens if that momentum slows what if 2021 is really okay? elon must hold his employees a mo month ago. investors are giving us a lot of credit for future probability. at any point they conclude that's not going to happen, our stock will get crushed like a souffle under a sledge hammer. how much do you louve that guy? he's right, he's a genius. sledge hammer. tesla is a proven track record a

lat this point. they got nothing to pull back on if traders lose interests. that tends to take the air out on these kinds of stocks guess what we just one that is electric trucks and suvs. it is much far along the electric spacs companies like ford, amazo amazon -- so prepare for some positive spin action off of that that may or may not make sense what else falls into the dream of category? we have seen the same thing with sports betting stocks, draft

kings, my fantasy football show and sports illustrated, that's a bull market fantasy, good one today by the way gambling, the dream is darn enticing a transformational deal that turns its stock into a power house and we introduce that deal now i have to tell you, i think pen national and draft kings are smart, their stocks represent decent value if every casino gets into business t going to be crowded very fast. i say stick with the reality there are crisper. this is a small university buy company trying to harness a

powerful gene-editing technology this is a revolutionary technology that could change the world or maybe it could fix your cancer or causes a zombie apocalypse though. joke the story is still early i am getting a little nervous here crispr, nearly quiadruple. if all goes well, it can make a killing in 2025 but that's a big "if," if you hear "if all goes well," you need to stop and think because it often does not. same goes for the other crsprs again, though i am getting more and more nervous because i am

getting more questions of imitator in the crisper space. here is the bottom line, some of these dream stocks will pay off, absolute absolutely but some may take years. while you are waiting, there are stocks driven by visions of views addressedable by markets and momentum not facts. you can get better entry points as long as you are patient stick with cramer.

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withe federal reserve planng to keep interest rates low for the foreseeable future where the heck do you expect to get income if you want income, you need to find it in stocks. dividend stocks. high yielding stocks that i trust and some potential for upside because i want you to no know it is possible to get income with a degree of science. way too many people take way too much risk when they are chasing yield while watching this show

they're looking at a stock of 8% yield, oh, that's a good thing who would not want that big fat pay-out, right wrong. when you see a stock with a gigantic yield, that's called a red flag companies can always cut their dividends. when you see a sky high yeeield it is a sign that the dividend is in danger sometimes it is a sign that th pay out is safe but the sheer prices headed lower and either bad. we have seen a lot of this in the investment trust and the biggest disaster of my last ten years, the oil pipeline master limited llp. if you see a stock with a yield of 8%, that means smart money won't go near it it tells you there is a lot of risk and a lot of risk if you are investing for income, risk is the last thing you want that's not why you are doing it. you want quiet money, you don't

want that. if you only take one thing away from this entire segment you should never reach for yield, it is not worth it. you want to start with a 4% yield, not a dicey 9% yield. what i am looking at is balance sheet and prospect if you there is a 9% out there, i am telling you, look out why don't we start with what we all know oh, this thing has been terrific when dow. a major insider buy. since then dow more than doubled. it still yields 5%, i like this one. why? the number is going higher led by the rising price of

polyethanol. you are not reaching for yield when the estimates are going up. back in october when ibm announced their $9 billion infrastructure, management was picked up to two companies maintaining a combined dividend level that was no less than the spin-off i think ibm is making a lot of smart moves and focusing on faster opportunity like cloud and digitalization, their 5.17% yield, ibm is paying you of the process to play out. i believe in the ceo and the dividend and gary cohn they just bought in. does not hurt to have the former ceo of goldman sachs on the board to be the change you find some kicks in the armor

that can't be patched over that does not moean it is bad. the drug company that loses activities on its biggest drug franchise in two years for both investors, it could be something. two blockbuster drugs that are growing like crazy and everything they have been picking up and don't forget botox, that's a 4.9% yield that i want fourth, another one of those that people don't believe it which is why the pantry brand, b&g bought frisco, people make cookies out of this. i am not kidding the ceo suddenly stepped down with no explanation.

nerve-racking? you betcha why am i okay with betting on it >> the former ceo have stepped in for the interim, kenneth romanzi. b&g brand is perfect for them. check them out at the super market, will you >> chevron with this battle of 6% yield chevron have done a great deal and not like the rest of the industry, they don't take bizarre risk a lot of it comes down to liking the ceo. the oil industry's problem, too much drilling. under biden the big integrated oil like chevron should do

better they're insisting to get more valuable saudi arabia announced their cuts today great news for chevron in fact, right now i am going to recommend a pipeline play, i reported this one for how many years and how many points? kinder morgan. i think it is safe, finally i always come back to verizon. the 4.28% yield that won't keep you up at night? why verizon and not at&t i think at&t 7.1% yield will give you nightmares. maybe melatonin, take three, six is too much. there are also a ton of high

utility stocks and the bond market have been signaling that rates are going higher dominions and energy all work. you had them on a bunch of time. you can get a 5% plus yield with the possibility of actual upside, that's a much better deal than you will get from these treasuries it is much better than messing around with dubious pay-outs that can get crushed when that dividend is going for a lemonade much more "mad money." the company has survived the disaster during the pandemic, planet fitness i am going to talk to the ceo. could another covid-19 lockdown be coming to the u.s.? i am going to tell you how to avoid

avoid it they don't listen to me. of course i am just a tv show host and of course our tonight's version of "the lightning round" so stay with cramer. apps are used everywhere... except work. why is that? is it because people love filling out forms? maybe they like checking with their supervisor to see how much vacation time they have. or sending corporate their expense reports. i'll let you in on a little secret.

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find out more, call aag for your free information kit i'm proud to be a part of aag. i trust 'em. i think you can too. call now! covid hospitalizations is hitting the record everyday day. sooner or later we are going to beat this darn thing when that happens, you want to own some thing think of planet fitness. we started getting positive vaccine data two months ago, this stock surged in a single

day. don't take it from me though, let's check in with the ceo of planet fitness, getting a better sense of where the company is headed welcome back to "mad money" >> thank you very much for having me, it is nice to be back >> chris, working out this morning? what do i see? i see a planet fitness ad and i am thinking wow, we must be back to usual, is it? >> i could not be happy of how things are resulting even in the fourth quarter we were skeptical if people are going to respond and they really did which is really exciting it is still early. pleased of how the members are responding to marking.

>> you did lose a million members because the slowing of the decline seems pretty significant. the rest of the year make you feel like if we stabilize here and get a vaccine and everyone gets vaccinated by june or july, you can be up. >> yes, we ended up having a million members and for the fourth quartercould be decrea decreasing our member work-out are increasing and slowly getting back from normal work-out. i think covid is setting in and unfortunately we are seeing the

spike but i believe people are getting back in shape. working out and staying in shape is one of the ways to increase your immune system it is important to get back to the gym. >> now, let me ask you, chris. i find it hard to work out wearing a hmask i find it better working out with others. how does it work out with the ventilation and working out could not be good enough >> we shutdown proactive based on the facts we should shut our doors for safety. upon reopening, our members working out, our members are cleaning down equipment after use.

i feel very safe and members are coming in in the morning in realtime you can see before you leave the house how busy the club is if touyou want to change your time working out. it works out really well and even the states that require masks 100% of the time even during working out, i am reacting differently in the clubs that require masks while walking around but not when you are directly working out people have adapted to it believe it or not. >> so chris, i regard you as someone since you started from the bottom and worked your way up you are a great biusiness person but you also understand the people our company is value at $6. billion and the success and survival of your company and

another company, peloton that's worth $43 billion. if you and i were going into business together right now, would you own a franchise that sells peloton or would you rather own a planet fitness franchise? >> i am biassed here i look at we have been around for 28 years and our business model, 20% of our joining have never joined the gym in their entire life. and coast to coast and coming out of this, they're joining at the same rate. 20% of our clubs, our neighborhood that the government is deemed low income you think whether a quarter of a million apparatus or working at home, we are working at all the mark here, clubs in manhattan and west virginia and to lc.a our clubs are everywhere

>> i think you are for real and you have come through this and you survived when many others fail peloton is not a franchise but i have to put it to chris. chris rondeau, congratulations, sir. >> thank you >> "mad money" is back th 5g! and on nationwide 5g from at&t. now, new and existing customers can get our best deal. really?! mom! at&t has the deal for new and existing customers! i will. so what'd she say? wrong person. guy named carl. but he's very excited and on his way. word-of-mouth advertising. it's what they did before commercials. it's not complicated. everyone gets our best deal, like the amazing iphone 12 mini on us.

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healthcare. it is time, it is time for "the lightning round."

are you ready? mark in hawaii mark hey, jimmy i am calming from hawaii, a quick shout-out to the boys in jersey, booyah i want to get your thought on airline stocks specifically hawaiian airlines. >> we are going to stay away we think that travel is going to be slow. it is too dicey right now. i need to go to david in massachusetts. >> hey, how is it oing i am calling from boston, mass tccf, it has a potential growth opportunity because of the discount value in comparison of similar competitors in the

segment like beyond meat >> it is interesting $1.5 valuation yeah, i like your thinking i need to go to adam in new york >> hey, jim. love your work and the next challenge. >> thank you, i appreciate that. from arizona state, how can i help >> my question is about lln, it has great fundamentals the stock is under value and still flying under the market radar. >> i have to work on that because of what's happening with covid. i want to find where they stand with covid been a long time since i talk pd about them i need to know more. hey, can we go to -- wow, i guess it is like phoenix

river in colorado. >> hey, mr. cramer, good to talk to you >> same. >> i have a dividend stock, the ticker is g.o.o.d >> yeah, it is going to be b.a.d. i am going to take a pass on that one i need to go to new jersey >> hi, i would like to give a shout-out to my dad. he never misses an episode of "mad money." >> that's what i am talking about. >> i would like to know what you think about the company open

>> this is one the lenard chairman spoke highly about it i think it sounds exceptional. i am okay with this one. how about these people sri lanka, where are these people calling me from i love it. that, ladies and gentlemen, the conclusion, i wanted more calls. that's the conclusion of "the lightning round. >> "the lightning round" is sponsored by t.d. ameritrade take control of your future with the new "mad money," madmoney.cnbc.com, special ak sa access for "mad money" and break it down for all investors. it is everything you need when you need it. the new "mad money", madmoney.cnbc.com,

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if we use that information, we would not need to shut things down a lot of people see covid spreads when people cough in you or sneeze in you professor kimberly at the university of san diego is the world's leading expert on areosol. you let the room gets filled then there is a good chance that you will get infected. it means that we can slow the

spread if places that are well-ventilated, open the windows, a bun of them and use carbon dioxide detectors you know they are doing that in all restaurants and a lot of buildings in japan having better ventilations than we do. if we just take a smarter approach she's advising president biden's task force, hopefully they'll listen to her. we need masks and social distancing and ventilations. second idea, at home testing for a few billion dollars u.s. government can give every american a bunch of paper strips to test at home if you are infected and it is remarkable accuracy the technology is now.

that way you know to stay home if you are infectious. we are saying it but we are not doing it and here is a public health problem, remember when the president got covid but back on his feet instantly he took the regeneron antiviral drug doctors are not using it if it is good enough to get the fda's aremovpprovapproval, we se giving it to people and kicking them out of hospital and rather than getting people sick it may be too late to use these strategies to stable some level of lockdown. i hope we can find a common sense middle ground where we can keep our windows opened and keep our masks on and get everyone at-home tests and push regeneron

drugs for people who caught it we don't need to shutdown the economy, we need to be smarter fighting the virus maybe i am nye >> the news with shepard smith starts now brand new tonight. the cop who shot a black man seven times in the back and left him partially paralyzed will not face charges self-defense says the prosecutor now, bracing for the blowback in kenos kenosha, wisconsin i'm shepard smith. this is the news on cnbc >> the whole world is watching us in georgia. >> georgia decides whether the u.s. senate goes republican or democrat now