fedex right here >> bk. >> peloton look through the supply chain issues they'll get through it >> guy >> defense stocks back in vogue. l and t. >> all right thanks for watching fast back 5:00 "mad money" with jim cramer starts right now my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now >> hey, i'm cramer welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you some money my job is not just to entertain you, but to educate you teach you put it in context. call me 1-800-743-cnbc or tweet me @jimcramer. after a brutal hammering last week this market is back in rally mode setting into a solid rhythm

where good news gets rewarded with higher prices like the dow gaining 332 points today. nasdaq jumping 1.23% why not? that's what we want, isn't it? straightforward moves based on how companies are actually doing. not chaotic moves caused by short squeezes and rocket ship emojis the anger and frustration, isn't this a good moment to take stock? with the big game coming up on sunday let's take inspiration from the nfl championship and set our line-ups the same way the chiefs and buccaneers are setting up theirs. i cannot believe how much time i spent on this today. i was supposed to be recuperating the hell with that stocks and sports go hand in hand the disciplines dovetail almost perfectly and the analogies are a great way to make the market accessible to you, to all of us. at my old hedge fund this is what i used to doss, had i people do stock market fantasy drafts where they had to explain to me why they liked something in a few short sentences and why it belonged in our portfolio

i can't trade anymore but boy, i can talk about stocks. so with that in mind, who are the dream team players we want to put on the field for sunday's game and what are their stock market equivalents i'm going to stop for a second i want you to write these down because i spent so much time on this darn thing you've got to remember these players first we need a quarterback. patrick mahomes might be the most electric player in the league but i've got to have the goat g greatest of all time that's tom brady even if he's old enough to be mahomes' father. if tom brady were a stock he'd be apple i always say own apple, don't trade it i bet the patriots wish they listened to the fans who said the same thing about brady before they let him become a free agent apple like brady is the most consistent player in the game. this isn't really an easy call now that apple getting in the car business i've got an apple phone, apple tv, credit card. apple car too. what the snell next we need a running back hard because sunday's run backs -- someone who with k. give us first downs with limited

risk i'm looking for a tough workman-like pulverizer who can still break through. nike fleet and sure-footed in any weather. it's a natural for the position. i know the stock seems stalled right now but what does that mean for nike? stalled seems five yards here, eight yards there. then it breaks it wide open like it did last quarter. how about receivers? always difficult who do we have who can make big plays and put a lot of points on the board and have excitement but we really want money our number one guy, we call him our stud receiver, the most reliable in the field who will adapt and get open and catch no kidding like really? am amazon this stock was made for this position you know it will be caught do i really care if andy jassy is on the field rather than jeff bezos? no as long as it has the web services brain it can get into the end zone maybe multiple times just as i expect tyreek to do too. our next receiver sly, tesla

you've got that mercurial factor but that's practically a job requirement for wide receiver, isn't it can you imagine the defense having to cover both tesla and amazon impossible about the slide, important position but sometimes the quarterback needs to dump the ball when that happens you want someone who can move i want alphabet. didn't the company formerly known as google win your respect this week with that quarter? it's doing its thing finally who's our tight snend the chiefs' travis kelce is one of the greatest tight ends of our time and that's because he does more than just catch. he blocks. reaches. he inspires. he's versatile the stock market's equivalent of versatility is microsoft azure's the hands, the operating system does the blocking and linkedin a spectacular catch in the corner we need to surround our skill players with behemoths our line it all starts with the center. the center's the man who touches

the ball more than anyone. so who does that we need walmart at center because more people go to walmart than any other store perfect synergy, right the stock's down way too much right now. you're really getting a bargain. if there's a takeaway of the one you should buy tomorrow off this because of course it's friday, not sunday, i'm going to say it's walmart then we need two guards. the brawlers tough and nasty. guys who aren't a23r5id to get their hands dirty. i'm going to surprise you with these. first i'm going to go with paypal, which is more of a blocking tackling company than people realize, it just happens to be sexy and disney, when the pandemic got vicious disney managed to pivot. they play hurt better than most players play healthy somehow a business based on crowds and sports proved to be a finesse fiend at the right moment thanks to disney plus. i want to run behind disney. as for paypal, look at that thing, up 7% today after the quarter they reported last night it's clear the company's finally hitting its stride huge volumes huge new account growth. tremendous willingness to adjust and embrace the rise of crypto paypal may be the most exciting financial company in the history of the game but because it's

still financial it's playing in the interior line. next tackles have to find a way to stop the rush from the outside, make some room for running backs to advance strength, speed, maybe a chip on their shoulder not chips. we're short those. you get that point i want home depot and costco out there fighting for me. they're huge yet play scrappy. just last month costco delivering an extraordinary monthly sales number as for home depot it's a bone crusher and yet still nimble i can see a running back following home depot all the way down to victory. we have to have a quicker too. we value consistency above all else with a kicker and that means we're going to go with cmg, chipotle, which put up amazingly consistent results even when its stores were closed it didn't matter they found a way to get the ball between the uprights no matter what. sure, chipotle didn't blow out the quarter. but the last month of january the ones they gave you on our show, that was the equivalent of a 62-yarder. come on, that stock has paid its

penitence. it cha-ching ♪ hallelujah ♪ who plays defense better than honeywell? they reinvented as a virtual software player. it used to be housing. that's going to come back. but it is an industrial software company and that's not an oxymoron its ceo adamczyk realizes it's not enough to stop the pass. that's where logistics comes into play. it's how they can scheme a defense the other team just can't even spot. sow doubt, breed confusion, pick six. that's honeywell now, i know there's been a lot of hand wringing about the gamification of the stock market honestly, i have no idea what that means the bottom line, the market's always been a game albeit one with very real stakes the name of the game is finding all-star companies that can handle all kinds of setbacks and still get you to the championship these players can do that. gamestop can't nor can amc or nokia or any so-called meme stocks

those are for practice this line-up's for posterity cynthia in massachusetts cynthia! >> hi, jim my question is about glaxosmithkline, gsk i bought this as a vaccine and dividend play a couple months back but with the earnings report coming in mixed earlier this week it's been selling off pretty steadily. i'd love to hear your input on this >> i didn't like it. >> should i keep it or -- >> i don't -- there's no real edge maybe it can get a bit of news bump or something. i've got unbelievable companies like bristol-myers putting up amazing quarters today and the stock didn't go up i would swap glaxo for bristol-myers right here, right now, without a problem i need to go to william in florida, please. william. >> caller: yes, sir, mr. cramer. thank you for taking my call >> of course

>> caller: yes, sir. can you hear me? >> you sound about thor than ever, frankly. >> caller: my question is i follow fedex for several months now. i've seen it move from the 34id 100s to just over 300 in november where it seems to be hovering right now is around 240 to 250 after a strong quarter, q2, with revenue up year over year, 18.7, beats on eps by 20% and great quarter in the financials, where do you feel -- or what do you feel may be holding this stock down and how do you feel ceo -- >> i'll tell you, people still feel that this stock had a huge move and it's been settling. i prefer united parcel why do i say that? because we had -- she told you it's a turning point she told you the revenues are going to get better, they're going to make more money for package and the stock's up $2. i think you buy ups and then soon enough you'll say -- ♪ hallelujah ♪ i got the right one. do we have time for one more can we go to michael in pennsylvania michael! >> caller: ba-ba-ba boo-yah,

jimmy. this is mike dietz coming from the beautiful westchester, pennsylvania >> gorgeous. i remember i had a great -- what's going on, man >> caller: hey, i noticed the other day you recommended disney and boeing as two of your reopening stocks >> yes >> caller: with the improving vaccine distribution and herd immunity right around the corner i want to know when you will break free and buy norwegian cruise lines >> well, i was talking to my writing partner matt horwing today. this would have been -- three weeks ago last year i was going to take a trip, cruise a norwegian cruise frank del rio. i think it's happening i think that the stock at 24, you're going to be cruising again this time next year. let me give you two-fer. i'd buy the stock but i'd also book the cruise because it's going to be too late soon. people love the cruises. all right, guys, the name of the market game is finding all-star companies that you can put in your line-up that can handle setbacks and get you to the championship i just gave you my all-star

team that's my fantasy football team. it's my fantasy team for posterity. i'm going to sit down with the ceo after earnings then when it comes down to the lifestyles of the rich and famous it champagne wishes and spac dreams? i'm giving you my take and an under the radar way to play the bull market in all things automotive. i'll reveal the company. i'm going to sit down with the ceo. so stay with cramer! ed. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer hashtag mad tweets send jim an e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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>> announcer: when the pandemic hit, consumers raced to find ways to protect themselves, leading to empty shelves as the cleaning boom drove up demand. but can clorox continue to wipe out the competition? >> the consumer packaged goods stocks, they're going out of style on the wall street fashion show take clorox. one of my faves. this one may deliver an excellent beat and raised quarter. what happens, the stock plunged 6% you can say their guidance merely met expectations rather than receiving them but the gross markin under a little pressure but that's not the issue clorox is widely seen as a covid stock and as more people get vaccinated investors are losing interest i disagree i think the pandemic has permanently changed our hygiene habits so let's take a closer look with linda rendle she's the ceo of clorox. learn more about the quarter and her company's prospects. miss rendle, welcome back to "mad money." >> great to be here, jim thanks for having me >> linda, you've got a tough one. because you have to provide an encore to the greatest quarter

that clorox has ever had and to the greatest year. and i want to just existentially just for a second, do you think habits have changed to the point, particularly with the pandemic, that clorox has become more integral in people's lives? and sure, you'll have a little bump here, but in the future it's going to be a higher organic growth than we ever thought clorox could generate. >> our leading brands have played a big role in consumers' lives for over 100 years and we're seeing that absolutely play out in the pandemic and we're really pleased with the quarter that we had delivering 27% sales growth and double-digit growth in 7 of 10 of the businesses. but you're absolutely right, jim. we have our sights set on accelerating the growth in the long term, and we see tremendous opportunity to do that we're seeing consumers change their behaviors not only in cleaning and disinfecting but in taking care of their home and wanting to have better in-home experience ppz that certainly bodes well for our portfolio consumers are more broadly taking care of themselves from a health and wellness perspective, taking more vitamins and

minerals and supplements and also drinking more water and again, all things that we can do to help them do better in the future >> let's talk about you brought up the vitamins and minerals you on your conference call were not happy with the performance you called it uneven i take all of yours. and i know from your executive chairman, i take them every single morning i'm trying to figure out when they become more of a habit and when people recognize that if you want to have great health you should take one of these pills every single morning but it seems ton resonate with everybody. what's going on? >> we are seeing it resonate broadly in the category, jim people are using vitamins, minerals and supplements to take care of their overall well-being and we're seeing that in pockets in our businesses as well. overall we're not where wee need to be. we have identified the problems. we know what we have to do we have some small brands and some pretty small subsegments of vitamins, minerals and supplements. and we feel good about the plans we have going forward. but we see broad opportunity in this category over the long term and that's why we're in it

>> all right so let's talk about all the money you did make and we know there are some commodity prices going up. i cover all the plastic companies. what i'm trying to figure out, and this is more my job than yours, linda, i admit. your stock really when you look at the whole course of things hasn't gone up as much as it should have given the fact of the changed habits what do you do about health and wellness what do you do about a bert's bees what do you do about a brita if it just makes it so that let's say they become 4%, 5% some of these. i know bert's bees grows faster than nap but can you ever reaccelerate without a return of the pandemic >> we think we can and we think we can because we're focused on innovation and ways to help consumers as they have these new habits. so in the case of cleaning and disinfecting it might be obvious to people. we expect to clean and disinfect more as we go forward, whether there's a pandemic or not, and we're working on innovation to help consumers do that better. we'll do the same in our food

business as people prepare more meals at home and we expect them to continue to do that. we're going to deliver innovation that helps to light them kingsford is a great example of this we've seen increased pursz of grills by 15% over the last nine to ten months. people are establishing new habits and we're going to be there with better solutions in both charcoal and pellets to help to light them >> i know in the conference call an analyst talked about, well, maybe you should be bigger in china. you said listen, we compete all over the world and i love that. and i always -- i talked to your predecessor about the idea that the clorox brand name i think is much bigger than clorox, the stock. people trust the name clorox probably after the pan dem sic over it will be probably a top ten name in the world. are there places where clorox needs to plant the flag? spend some money you've got the money to make it so everybody knows it's not procter, it's not unilever, it's clorox, procter and unilever >> we do think the clorox brand can play a much bigger role around the world for people in

keeping them safe and well, and we're focused on just that you know, we compete in over 100 countries today. but we have limited product line-ups in many of those markets and we're seeing the opportunity to expand businesses like clorox disinfecting wipes that have played such a big role in the u.s. in fighting this pandemic and can play a great role in people's lives from a convenient cleaning solution and something that helps keep the bad germs away even in just times of cold and flu. so we're absolutely focused on doing that but jim, we're focused on doing it in a disciplined way that adds value to our shareholders over the long term >> are there businesses that frankly can't ever get the return that you would like when a new ceo comes in you have the luxury right now to take advantage and say you know what, bags and wraps, i don't know or cat litter. can't make it work or do you want to take some action which just says we are going to swap out and swap in while i'm new? because otherwise it's mine, i own it, and i don't know if i want to fix it >> well, i've been here for 18 years.

so i feel like i own these already. but taking the helm as ceo, i've just had even more conviction in the portfolio that we have we have 91% household penetration. we have a portfolio that more consumers deem as superior than ever have before and these brands play a real role in people's lives and we really like brands that are number one and number two share in their categories. and we see opportunities in every one of those categories to grow them. >> now, i have so many of our viewers in clorox, and the main reason candidly is stability and dividend you're going to continue, as i understand of course board willing. the idea of returning that capital as a faithful -- really a faithful servant to the shareholders of clorox >> yeah, that's what we've always been about. the very first thing we always want to do is invest in the business because that allows us to deliver great shareholder return over time but anytime we have excess cash we want to return that to shareholders and dividends has been a strong part of that and something we plan to do well into the future.

>> well, that's probably like clorox clorox offers us consistency that's what many people some really want in the stock market. not craziness. linda rendle, she's the ceo of clorox linda, you are -- you're in a tough spot, linda rendle, because you've got to deliver numbers that almost nobody can but i bet you you'll do it "mad money's" back after the break. thanks so much for coming on "mad money." >> announcer: coming up, should home gamers be getting behind the wheel of ev investments? cramer revs up for another electric spac chat next

i made a business out of my passion. i mean, who doesn't love obsessing over network security? all our techs are pros. they know exactly which parking lots have the strongest signal. i just don't have the bandwidth for more business. seriously, i don't have the bandwidth. glitchy video calls with regional offices? yeah, that's my thing. with at&t business, you do the things you love. our people and network will help do the things you don't. let's take care of business. at&t.

i'm calling it this market has jumped the shark. i'm talking about what's going on with these special purpose acquisition companies, spacs for short. spacs used to be boring. they'd raise some cash then use

it to buy a series of small businesses in an overlooked business that's fine sometimes it worked, sometimes it didn't. it was rarely exciting roughly a year ago, though, they started merging with red hot start-ups basically creating a way for these coveted companies to become public back door without going through the ipo process. since then the spac corridor has been flooded with cash to the point of frankly absurdity from the very beginning the spac news always was an undercurrent of crazy one of the bigones was virgin galactic it made money. space tourism, not the company maybe a decade away from actually having a business then you had nicola the electric vehicle play with the stock that soared into the stratosphere learned about -- i don't know, the one where they took the video of their truck rolling down a hill and doctored it to make it look like they t. was actually running suboptimal since then the pace of these spac deals has only increased. we've seen a ton of mergers with entirasing electric vehicle start-ups some of which are better than others there was a point where it felt

bubbly but it never really bothered me because there's a good reason to be excited about these stories and you can actually see that excitement represented by the moves in cnbc's two spac indices. the cnbc spac 50 index tracks the top 50 biggest spacs before they formally announce a deal and then the cnbc spac post-deal index tracks spakz after they have announced a deal. our network will continue to monitor the space and bring you the latest developments. we're going to follow them on a substance side what makes me think this whole special purpose acquisition vehicle edifice has indeed jumped the shark like fonzie in season 5 of happy days it's the celebrity spac fillets i'm worried about. this trend started picking up steam overt summer when billy beane the oakland a's executive who was played by brad pitt in "moneyball." jornlgds a sports focused spac called red ball acquisition corp he practically reinvented the way baseball teams are run because he was the only manager that took bill james -- don't get me started on bill james

then we got one from paul ryan, the former speaker of the house. not exactly a business guy and they just keep coming. it's starting to pfeil feel like fantasy football where investors aren't betting on companies, they're betting on playas. it makes me feel like there's too much money going into these things and not enough real businesses that are worth buying with all that new money. let me give you some examples. first i mentioned the sports celebrity spacs. it's not just billy beane at red bull acquisition which raised 575 million in august and quickly moved to buy a stake in the red sox parent company last week they struck out because they couldn't round up enough outside investors again, beane's exactly who you want running a baseball team but the whole thing's feeling gimmicky, isn't it that's tip of the iceberg. shaquille o'neal one of my faves attached tie showbiz spac, forest acquisition corp. along way bunch of disney executives shaq joined the board of papa john and is since then the stock's doubled. you've got a bunch of owners getting in on the spac action.

bill foley he owns the nhl's -- the vegas knights. actually, he's got two of them and they're already making deals. ron burkle who owns the pittsburgh pjz he's got one. tillman fertitta, he's on cnbc all the time he oimz the rockets. he has brought two companies public via spac. young owner of the buffalo bills. they almost went all the way he's got one in politics you've got the cohn, ryan like i mentioned but also some smaller fish. in november former congressman and failed democratic presidential candidate john delany filed one with steve case the former head of aol a bunch of retired trump officials getting in on the action former commerce secretary wilbur ross, near billionaire octogenarian, really famous for falling asleep in cabinet meetings, he's got a spac. he's even brought in my old co-anchor larry kudlow who plans to host a show on fox business why not? when you're running a spac you've got all the time in the world. everybody wants a piece of the action last month there were a record

91 spac ipos we've had so many of these deals that they're really running out of good names that convey even a veneer of legitimacy we've got spacs named after popular shows on netflix queen's gambit growth capital. it's a chess opening it still doesn't sit right we've seen a bunch of space spacs. maybe because they help generate rocket ship emojis on reddit i love those they make me feel so warm. dennis mullenberg, there we go, former ceo of boeing maybe less than stellar track record he just filed to create one. the guy who presided over the 737 max situation. wants to get into space flight crazier than that the spacs that seem to be selling on what i can only call trophy takeover targets. they want companies with sex appeal and i don't like playboy although playboy's actually coming public again via spac really, though, not so hot it's hard for me on this one to be flashy

experience investment corp. is buying blade, the new york company that bills itself as the uber for helicopters if that sounds like a dubious business model you're not alone. wall street loves it, though, because that's the customer base meanwhile wheels up maybe the best name in private aviation is coming public with the aptly named aspirational consumer lifestyles corp. the company still a money loser even though with huge revenue growth thanks to covid taking a private plane has never been so travth but once the pandemic ends this feels a little bit like blade minus the excitement finally on tuesday we learned that astra, the company that makes rockets, is merging with a spac called holicity since then its stock caught fireteen even though the story sos new it's hard to judge they only made it into space for the first time two months ago. but space is so sexy do we really care? >> buy buy buy >> i bring this up because we're seeing more and more stories where a sexy startup merges way

spac, the stock catches fire and after the deals closes falls apart. multiplan, a health care cost management play, triterrace a block chain trade finance company. their stocks have all collapsed. look, it's just too much, people the bottom line, the spac cycle is starting to look like an ipo cycle. they give you the good merchandise early like draft kings which you know i like or the better ev plays, but then they start peddling junk these newer spacs increasingly feel like an inside joke for the super rich and a way for celebrities to monetize their reputations. believe me, you don't want to invest in someone else's inside joke so please, please, please the way to prevent getting hurt, do homework on the people and if there are businesses before you go near these things so far most of these stocks are holding up they've been great but in the end someone is going to be left holding the bag and believe me, it won't be the celebrity spac-ers it'll be you let's go to brian in new york.

brian! >> caller: boo-yah, cramer hope you're feeling a lot better, man. >> i'm trying. i sure am, man what's going on? >> caller: so this spac has had rumors floating around for a couple weeks nowregarding a potential merger with lucent motors churchill capitol. cciv >> look, i have been a big fan of ccib because i happen to like this fellow client who's behind it and i've been a backer i can't now step away. i don't know whether it's going to end up being with lucid i do think the couple has -- that's the making of the kind of spac i've been looking for and that's why we profiled it so positively on a couple occasions. the stock cycle's starting to look like an ipo cycle do your homework before you invest in these. they're not all going to work put. more "mad money" ahead what's the outlook for the manufacturing sector in 021? i'm sitting down with a man who knows. don't miss my exclusive with rockwell automation. i'm going to tell you how plug

power and tesla could offer? clues. and all your clues rapid fire. tonight's edition of the lightning round. so stay with cramer! ♪♪ dad, i'm scared. ♪♪ it's only human to care for those we love. and also help light their way. ♪♪ it's why last year chevron invested billions of dollars to bring affordable, reliable, ever cleaner energy to america. ♪♪

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helping to drive greater efficiency in the vaccine supply chain. investors are wondering is rockwell automation engineered for success? >> let's circle back to one of the hottest industrials of 2020 that's had a big pullback in the last few weeks i'm talking about rockwell automation it's a global leader in industrial aughtation and digital transformation here's a stock that climbed all the way to $268 at the peak last month thanks to surging demand

for anything that could help desperate businesses go digital. over the last two weeks, though, rockwell stock has tumbled more than 10% in part because all sorts of winners sold off to fuel that meme stock rally but also the company reported what's k5u8d a mixed quarter last tuesday these results are complicated. while rockwell automation's sales became less complicated they had a big earnings beat and management most importantly gave strong guidance. that's what i want to focus on plus we know they've got a record backlog 20% year over year i'm inclined to see this dip as i do with many industrials as a buying opportunity let's check in with blake moret, he's the ceo and chair of rockwell, to get a better sense of what the company's up to. blake, welcome to "mad money"! >> hey, jim, it's great to be back and great to have you back in the saddle. >> oh, thank you, blake. i really appreciate it i like that upbeat attitude because it dovetails with exactly what i'm seeing here, which is that you basically have

called the bottom. the bottom in the industrial cycle. and you were the most bullish about the industrial cycle of any ceo i have so can you give me a reason why your optimism is going to turn out to be realism? >> well, we saw orders that were really broad-based across geographies and multiple business vertical industries that we served in the last quarter. and while it's going to take a little bit to get it all shipped down, that gives us a lot of optimism for the future and for our role in it >> but when i see it, i mean, there are different industries that you're in that i know are problematic. for instance, oil and gas. i see oil and gas going up, but then i worry, geez-k that sustain itself i see -- you're doing some terrific business in semiconductors but i see there's shortages in semiconductors. you've got food, food service. i like that. but then again, some of those industries are challenged. what do you do to be sure that your end markets, even if

challenged, can still generate the kind of orders that you need >> well, first of all, we have to be competitive in those end markets. and second, they have to have strong secular drivers to fuel their own growth if there's anything that the pandemic has taught us, is that people have focused on the basics it's about food and clean water and medicine safety if you thinkabout e-commerce a a way to protect safety. and security through cybersecurity. we're positioned really well in awful all of those segments. >> we had thermo fisher on this week it's such a great company. i think it's emblematic of the new kinds of customers you have. you're not a supplier, you're a partner. tell us what you do for therma >> so we really participate in a broad spectrum of thermo's production activities. and we highlighted them in our last earnings release. we're very proud to be a part of their efforts to battle the

pandemic and it's everything from the formulation of the medicines to the packaging to ensuring that they have resilient cybersecurity practices in their operation. so it's across a broad section and our software offerings are particularly helpful here when we look at the track and trace requirements of that industry. >> i also like what you're doing in kraft heinz there's a customer that needs rockwell automation's help this is not a company that is putting robots on a factory floor making cars. but i think it's every bit as exciting and very understandable to our viewers who want to own your stock, blake. so talk about that one >> well, we've been a supplier of core automation components to kraft heinz for many, many years going back to when i was a salesman a long time ago but lately they've been making some additional investments in agility and efficiency and protecting their production

assets through cybersecurity and so we're able to provide help in terms of remote operations, remote management of their critical infrastructure like networks as well as providing them cybersecurity and continuing to help them with their basic automation for new technology so it's the core that we've been providing for many years with new ways to add value even for long-time customers. >> i like that because that's recurring. i don't want one-off business. i want business you that get a contract and the business just keeps going on and on. that sounds like the kind of higher action, what i'm going to pay for, higher price to earnings multiple for rockwell automation was you are not just one and done >> yeah, that's exactly right. big focus on annual recurring revenue. we made it a part of the core set of incentive measures for employees so they know thnts a passing fad, this is going to be

a big fad of the future value that we provide for customers, to have an ongoing reason for being there and adding value as well as for share owners >> i am just kind of blown away. china, mass transit, ev, water softener, all the things we know china has tremendous demand for, and it's rockwell automation that's providing it. >> yeah, china's an important part of our business i will say we have a little bit of a later cycle business in china in that we have higher solutions content in china than in many of the other markets we're providing engineered systems. and those tend to lag a recovery in terms of products coming first and then those engineered solutions coming a little later. but our value in china is deep and it goes across multiple industries like you said, an ev is a great example where even last quarter we had a couple nice wins as people were building their battery plants we have great technology there

including the independent cart technology we talked about last time that was such a big part of our win with the u.s. navy >> i think your optimism is definitely warranted most people don't share it i think they're going to be left behind i think rockwell automation's a terrific way to be able to be involved in the new industrial revolution that's blake moret he's the chairman and ceo of rockwell automation. rok. i like what he has to say. blake, always great to have you on the show. >> thank you great to be here >> "mad money's" back after the break. >> announcer: coming up -- >> it is time! >> announcer: cramer takes your calls. rapid fire the "lightning round" is next.

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♪ it is time it's time for the "lightning round" on cramer's "mad money." play this sound. ♪ and then the "lightning round" is over are you ready, skee-daddy? it's time for the "lightning round" on cramer's "mad money. jake in california jake >> caller: jimmy chill, long-time listener, first-time caller >> speak to me >> caller: as the world is forced away from the traditional workforce and employee staffing i see a lot of room to grow in the freelance industry why pay ab in-house graphic designer 60k a year when you can have a reliable service for a fraction of the cost i see a lot of room for growth especially in upworks enterprise division connecting with -- >> so do i

i think it's a terrific idea i am with our viewers. now i've got to go -- let's go to paul in arizona paul >> caller: hey, jim. thanks for taking my call. and your great staff >> of course staff's unbelievable heather gaines right here. yes, yes all right. >> caller: well, this stock has advanced applications for markets such as aerospace, automotive, medical and sports and more they had a good fourth quarter and growing in 2021. you've had them on your show before what's your take on 3-d systems, ddd? >> it's back 3-d systems. it's real. i spent a lot of time trying to debunk it last week when i was lying on my side that's what happens when you have a back operation. and i couldn't it's real. i was trying to see maybe hpq. no, i think ddd is real and i'm glad you brought it to our viewers' attention need to go to spero in new york. spero. >> caller: hey, jimmy chill! man, i've been watching you

since -- >> all right >> caller: man, oh man everyone i talked to is refinancing their mortgage the slowest time of the year is the busiest time of the year with 1 billion share buybacks. shouldn't that knock the shorts off that short squeeze or will the anticipated ipo of loan depot keep up those shorts on rocket mortgage >> look, we're not playing that short squeeze game that was a one and done. and frankly, if you like mortgages and you like rocket, that's fine. but we certainly never want to buy a stock because we think that the shorts are going to be on the run because a lot of companies other than that outfit with gamestop would just print new stock a la amc my take is rocket's fine ran up a lot it's fine. i wish i could be even more positive it's fine. let's go to antonio in michigan. antonio! >> caller: hey, thanks jim i've been following them for a

few months now and one of them i'm pretty excite about and i'm wondering what your outlook is on the biodegradable plasticsmaker danimer scientific >> i am inclined to like this but so far there's never been a real successful biodegradable that can scale and that's one of the reasons why oddly enough that dow chemical continues to do so well i think it's interesting, intriguing but please, it is just a spac, no more than that eric in new hampshire. eric >> caller: hey, jim. how are you? boo-yah to ya from jerry and the boys >> what's up >> caller: i've got a question about norton life. i ran into a -- >> sure, i'm ready >> caller: all right my accounts were compromised by a google service provider and i was curious if you think they have the knowledge to be able to get me through this problem i'm going through about all my pcs

being hacked >> i don't know about that particular case. they did just report they guided -- the earnings per share guidance is just flat sequential this is what i predicted yesterday on my actionalertsplus.com club call i said don't buy it for the quarter but it's for the franchise, and there are people who say listen, they don't have real growth in arpu so it will go down but i do like the franchise and i think it's got a great brand name i need to go to ben in texas ben! >> caller: cramer, how are you good to see you. good to talk to you. >> what's going on >> caller: i just want to know what your thoughts are wanted to know what do you think of lhc group they've been around for a while and they've had some good growth how do you think they're going to do? >> look, medical beneficiaries always when i think about that i always fall to centene i know it's not done well right now but it's a coiled spring at 12 times earnings and i think that that is the one that i prefer when it comes to that kind of particular business. and that, ladies and gentlemen,

is the conclusion of the "lightning round"! ♪ hallelujah ♪ >> announcer: coming up, what does elon musk have in common with a quiet winner up in albany cramer stares down the emotional market and gives timeless tips for how you can make the most of your "mad money. next ♪♪ ♪♪ ♪♪

. all right. what you really dream of doing when you buy stocks. are you trying to punish the hedge funds who drove down the stock of the store you wouldn't be caught dead in or movie theater chain that can't fill its seats? do you want to prove the market's totally fake by crushing short sellers on a platform that will cut you off the moment the action gets too volatile because their business model can't handle the business or the pressure? hey, call me crazy, but i thought the goal of investing was to, i don't know, how about make money and that means you need to know how to speculate wisely. not recklessly unlike most people who bloviate about stocks for a living, i'm a huge believer in speculation i think it's great as long as you're well informed and you don't do it with borrowed money [ boos ] we're not talking about gambling here

it's not roulette, even blackjack. you find a big idea, something high risk -- high reward that doesn't get enough credit from the market and you take it for a ride there are two defined paths to successful speculation neither one of them looks like gamestop let's call them tesla and -- we all know tesla with a stock that's up 400% i started pounding the table on this one nearly 800 points ago in 2019. plug's a hydrogen fuel cell play elon musk doesn't believe in them that's finally coming into its own. it's got a stock that's up 1,550% in the last year. 1,550% we've had ceo andy marsh on the show three times over that period these two executives couldn't be more different muss sak a volatile character but cares mattic and more importantly he's figured a way to make great cars all around the world. even with the recalls they're still miles ahead of the

competition. while elon musk is a showman, andy marsh is a nerd yeah plug power's not even in silicon valley it's near albany andy marsh has been working there since 2008 toiling i guess is a better word before that he spent nearly two decades on the tech side of the telco business getting his start at the old bell labs which later became lucid thebiggest difference, though, tesla's never had a problem generating hype. plug power was a perennial dog i mean, it was just a complete bow wow. no one wanted to touch this thing. at least until last year the company's been a consistent money loser because the technology behind green hydrogen was too expensive, too impack. some would argue that's still the case but they used to say the same thing about electric cars, didn't they? tesla proved them wrong. now andy marsh is trying to dot same thing for hydrogen cells and it's working plug power is building five new power plants in the u.s. just to keep up with the demand. plus one of south korea's largest companies recently bought a $1.5 billion stake in

the business and partnered with them on a plan to roll out hydrogen in south korea, which is very committed to it. i believe in fuel cells because andy marsh has convinced me they're on their way to being economically viable like cell phones became. and with biden in the white house i expect the government to aggressively back this form of the cleanest energy. mostly, though, i like plug power because two of its biggest xlients, walmart and amazon, are already more committed to fighting climate change than the government and green hydrogen may be the best way for them to wean their trucks, and that's what it's really going to be used for, long haul trucks, from fossil fuels. here's the real trick. plug power's fuel els credit aren't economically viable yet except for dplifts most car companies aren't interested because it can't scale, at least not yet. but i think they're getting closer to a major inflection point. and yes, that matters. it's a mistake to speculate on stocks you don't believe in because without conviction you'll get blown out every time you hit some turbulence. sure you can cynically gamble and meme stocks, but you have to be incredibly ruthless or else you end up riding gamestop all the way back down to 53.

i'd much rather do the homework and find quality companies that are worth believing in because when there's a need like the need for clean long-haul transport, then there's a way. i like to say there's always a bull market somewhere and i promise to try to find it just for you, right here on "mad money. i'm jim cramer see you breaking news in washington, a decision from the house of representatives. i'm shepard smith. this is the news on cnbc representative marjorie ta taylor zbrooen, the conspiracy theorist stripped of her committee assignments. impeachment surprise, house managers ask the former president to testify under oath, but he declines. now will he face a subpoena? >> they have to break down covid itself and analyze its genetic sequence