great cowboy place on madison avenue called billy martin's where i bought boots, not ostrich, i still have them maybe i'll nft them tonight. fedex finally getting off the mat. >> good luck with 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 my job is to make friends and make you money call me 1-800-743-cnbc or tweet me @jimcramer. how can the market snap out of the reopening stocks gets left

behind after a day where the dow declined 104 1kand worst month since october. i got the solution first, there is way too much speculation in the margin. we're seeing lots of money that is very hard and call at the bottom see below me look, i'm not saying companies are worthless but the changes in hands every day in that low dollar stock and that low dollar stock and that low dollar stock should make you -- look at that one -- should make you very nervous. a sign of excessive speculation. with inflation, these are the moral equivalent of penny stocks for heaven sake. second, too much grief yeah, one look at the newly launched space exploration, etf tells you everything you need to

know how managers can't resist creating new funds if there is no reason for them to exist. they love to create efts they love to advertise efts. there is quality companies that pass space and defense and l 3 harris and l 3 is a high defense contractor you got lockheed martin and boeing who has some space exposure who is not the main business the thing is, this fund also includes amazon, alphabet, and netflix. along with chinese e commerce plays jd.com, ten cent, d deere the tractor company. ridiculous there aren't enough stocks to make a descent eft and they want to collect the 5.7% expense. don't launch the space etf 23 you have to pad it with netflix and deere. i was surprised game stop isn't in it. game stop is synonymous with rocket ships at wall street bets

yolo it's not just arc. look, at the ridiculous amount of risk the banks expose themselves to with this hedge fund, you know what that's about? greed. the industry might have lost, you know, $10 billion here and we know they were avoidable. why? because this fund did not include everybody. jp morgan cored working with them and past exercised something i've been searching for this word all day because it's not available judgment in short supply and decided this fund wasn't worth the risk they didn't trust it everyone else changed the commissions with credit sweets getting hit hard because they were despite to show they were the go to banks that need absurd amounts of leverage sold to you or how about the endless spac attacks. they are basically blank checks for people i wouldn't trust with the money in my wallet, let alone hundreds of millions of dollars of your money. i'm convinced the spac mergers

are way to come public without scrutiny from the fcc and you can't make aggressive progressions how much you will earn in 2030 we need to regulate the deals the same way scc, memo, start regulating spacs use the 34 for heaven sake worst of all, the nfts and unique digital items but i'm not cla clear on what makes them unique. n i nft is a scam. you should never buy something you don't understand and i'm not seeing many people that can explain the value proposition. too much stock supply went over this again last night and not enough demand. wall street's test is here to make money they keep printing stocks flooding the market with newly minted ipos and spacs and put their names on anything shameless.

we need to adjust the deals they have thrown at us. the stocks sagging are sagging because investors need to sell existing merchandise to buy the new stuff. brokers aren't creating stocks that participate in the great reopening trade. there say genuine scarcity instead, they are hitting us with the same kind of software as the service crypto gaming fin tech that is low quality we don't need them we don't want them but nobody will exercise the discipline to stop the deals speaking of close, these groups that we're stuck with are hammering everything else. fourth, i'm beginning to wonder if the people who own the highest growth stocks actually know what these companies do can can the owners explain what the company does tadpoles how about data dog chew chewy? do you know how snow flake loses money? spunk. can you tell me the difference between wix and wex.

is it time to buy hub spot, see hub spot run many people bought these stocks for one reason now that they are going lower, they don't know what to do the same thing happened in 2000, they tend to go to the bottom. five, we need to get rid of many companies. the best way to get that to happen is mergers where the smaller players consolidate and larger ones, the worst way is for them to run out of money and go under this sounds extreme but something that helped us escape from the ipo glut in 2000. this is -- i mean, 2016. they needed his. >> merger. merger merger. >> this is what you need thank you. okay. >> merger. merger [ laughter ] >> finally, we can use signs of in inflation.

if oil prices come down and we get a deal with canada on lium b -- lumber it could happen faster than we think it devastating to high flying growth stocks because they're all about the potential earnings many years down the road and inflation erodes the value of those future dollars it's no coincidence these stocks started rolling over when rates began to surge this is a tall order to eliminate the problems plaguing the market they have their own momentum and not like there is a grand person that can make wall street less greedy congress has preok ccupations bt they are worried about game stop than the spac attack or rogue hedge funds. i think they should be less worried about what regular investors are up to on reddit and more worried about over levered hedge funds and what they are doing to wall street. unfortunately, what wall street is doing to them unfortunately, there is no off switch for this stuff. we have to let these issues play out. the spacs and ipos will stop

once the brokers see they are losing people money. they care about customers eventually the high growth shareholders will get blown out if they own stocks they don't understand but until then, we've got to work our way through a difficult situation. the bottom line, there is a solution you can stick with the boring comb p companies doing incredibly well thanks to low rates and delivering much better than expected earnings or other than that, you're going to be in seize mode because that's what this is a siege and the siege for this group could last a lot longer than people expect. i say we take questions. i say we go to jamie in illinois jamie? >> caller: boo-yah, jimmy chill. >> yo, i'm chilling. what's happening >> caller: i'm in on clover house and it turns out i'm down a couple leads here. stocks kind of in the toilet do i flush >> well, that's kind of -- that's a real granular way to

look at it i think clover is terrible i invite management to come on but if you do come on, i'm going to have hinder burg because he called this right and management called it wrong. i don't see a lot to like there. i don't like when i go to the home page it's got things to do to do better with medicare and pass i like clover the department store that used to be owned that later closed in philadelphia john in new jersey, john >> caller: hey, jim. huge fan of the show thanks for having me. >> you're quite welcome. >> caller: i think you're a great source of information, and sometimes the reality check for investors in their early 20s like myself. >> all right man, we're happy to have you on the show. >> caller: based on the cdc directors impending doom, do you think i should trim my position in marriott or increase it -- >> last man standing most hotels have crummy balance sheets you stay in marriott, okay i think it's breaking out here

hey, you know what let's go to me, jim in new york, jim? >> caller: jimmy chill, how are you today? >> chill man is doing well how about you? >> caller: doing good, thanks. i have a question for you. i started a position in moderna around 152 after the high 170s all these vaccines going into people's arms and needing to go into even more, why is moderna continuing to drop and with the average target of 174, when do you think it's going to bottom >> look, i've got to tell you we can't think like that. we have to recognize moderna is more than it's giving to us. they may have vaccines for many, many different illnesses and i think what people are -- i know this is going to sound silly bu people don't like the chart and it played out and that's the next leg down when you're in good shape, moderna. don't sell it. there are a number of issues

plaguing the tape now. massive glut and elevated speculation and greed, can't wait to get deere into deere and netflix. rocket ship. you can combat them by sticking with the familiar companies knocking the lights out thanks to the low rate stimulus, strong earnings and buybacks. could online car sales out last the impact i'll find out what he sees and shares of macy's doubled in the past year. is it a sign the mall stocks are back in fashion? i'm sitting down with the ceo to find out if you can rack up more days and judging by the way they trade after the bell, maybe we have something and can the great outdoors investment trend continue even as more people are being vaccinated and lockdowns eased? i'll talk to the ceo of vista outdoors and offer a view how to handle retail in the great reopening. so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcra@jimcramer on twi.

have a question, tweet cramer harsh atag mad tweets or give u a call at 1-800-743-cnbc misso miss something? head to madmoney@cnbc.com.

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> in a market that hates growth stocks, what do you do with carvana and you pick up from gigantic vehicle vending machines in the last three years they ran from $20 to $255 how is your s&p fund doing we know business is booming because people are desperate to buy cars but the auto makers can't get enough semi conductors in so used cars are picking up the slack.

the company delivers fabulous sales growth and management gave an incredible forecast that sent the stock to a new all time high and crushed by high flying growth stocks and nasdaq worst month since october and down more than 20% in less than a month. could this be an incredit bble bargain? let's take a closer look with earn earnie garcia. welcome back to "mad money." >> thanks for having me. >> a great moment in the conference call you said the thing you're most proud of is 65% of your cars are from your own customers, bought from customers. will you explain your model and why that's so important? >> sure, so i think people are familiar with the vending machines but we buy cars from

customers and we will pick up the car and put money in their account and that's a great offering for clients, leverages the logic ticks network to buy cars and we're able to buy a lot of high quality cars and turn around and put about $1,000 in parts and labor to certify them and sell it a great experience on both sides and works out great economically, as well. >> let's talk about maybe the hottest market for used cars where the new car companies are having a very hard time producing enough cars. the navigator. you can't get a navigator for heaven sake. f-150 a lot of gm products what does it mean for you at carvana that new cars are in short supply >> so, directly speaking, there is not a huge effect i think there is an interesting dynamic, the new car market is like other markets where it's

defined by how many cars are produced on the used car side, used cars are out there. we drive past them on the road every day. some customers driving every single car out there the supply of cars is all the cars that exist and thenn it's question is how often do consumers choose to trade to each other by going to carvana to sell and buy. there aren't fundamental supply locations so it's a strong market for new vehicle supply issues for customers to switch to used. it a different dynamic but because we're putting $1,000 in parts and labor, we have a limited aboutability to certifys so we find ourselves more supply contrained given the demand we're seeing. >> that impact your goal to become the most profitable company in the business? >> i don't think so. it's a short-term problem. we've seen so much demand come

so quickly we're ramping up inspection centers as fast as we can. in the last conference call, we announced by 2022 we expect to build about 10 more inspection centers, that will be hundreds of millions of dwlaollars in investment and people we'll be hiring to produce 1.25 million cars per year by the end of the year so we're making a lot of investments to prepare for the growth we see ahead and we think this is a chtransitory thing. >> you have inspection reconditioning centers to put $1,000 into a car, the people are watching saying i've never had any work done for less than $2500. how are you able to do that? >> so, these inspection centers are really cool facilities they're generally on around 70 to 100 acres and maybe 5,000 cars on the ground it's a big assembly line to think about it as a remanufacturing facility they come in they are inspected and figure out the parts and options on the

car to merchandise them. they go through whatever works needs to be done we'll fix dents and windshields and photograph the car and then we put it on the website for customers to buy going through that assembly line process enables us to save money versus the traditional l way of g getting your car fixed. >> that makes sense. despite your growth you're .7% of the entire market >> that's a truly remark able thing about the market there is about 40 million used cars sold every year so in the fourth quarter, we sold about 72,000 cars and when you do the math on that, that put us at .7% of the market. at the same time, we're the second largest seller of used cars in the country after just eight years in operation and so i think it's a pretty remarkable thing that we're the second largest but still only .7% so there is a lot of room for growth. >> we've had a picture up showing where the vending machines and inspection centers

are. is it fair to say you may only be, i don't know, half the country maybe even less? >> so, we have direct delivery, which means we'll deliver a car to a customer in a branded hall or with a uniformed employee that will walk you through how everything works we do that to a little more than 70% of the population. by the end of the year we expect that to be 80% of the population and over time we'll grow from there but for those customers that live outside of the direct service area, we'll use third party shippers to ship a car to a customer. >> i'm saying there is a lot of the country left for you to put up reconditioning inspection you have a huge chunk of the country you're not even doing this stuff yet. >> no, a huge portion and so we're growing that as rapidly as we can there is a lot of opportunity left each of these inspection centers can produce on the order of 65,000 cars per year give or take so we're going ton investing in building ten of those out by the end of 2022 so we're moving fast. >> i got to tell you, we've been

following you from day one we had you on when the short sellers said man, the model doesn't work to me, the model is genius what can i say you've got so much more room to grow all i can do is congratulate you for delivering in your note every promise you've made, you've delivered on and i think that is worth noting for people at home trying to figure out whether they should buy your stock. so earnie garcia, great to have you on the show. >> thank you so much appreciate it. >> go read his letter. if you are interested in his company, they put out a letter to shareholders q 4 2020 has everything you need to know and you'll know why i think so much of this company. "mad money" is back after the break. >> announcer: coming up, as the retail sector recovers from covi covid's impact how can one company fit into a reopening economy? cramer finds out

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the non-essential retailers made a comeback today because the great reopening rotation is back in business macy's is up more than 150% since we started getting positive vaccine data in november but in the last two weeks, pulled back 20% from the highs and the reopening retailers are roaring again and the stock was up more than 4% today. when macy's reported last month, the company turned in much better than expected numbers, very encouraging guidance and better balance sheet and make tremendous progress when it comes to the turn around program. cost savings exceeding and the thing that should work when we go back to normal. for the stock buying time we'll check in with the chairman and ceo. welcome back to "mad money." >> great to be back with you.

>> thank you, jeff we're seeing what i think is the evolution of a companythat is becoming digital focused and look, i just say that you are given how much your sales do well when you have the stores, you may have the combination that you need. lo lots of stores and great digital performance. >> so jim, that's absolutely right. when you think about when we went into the pandemic, we had to do a hard pivot with the storage closed and we did a hard pivot and we offer fashion and style from laundry with private brands and national brands and emerging brands but a digital retailer when we got into the pandemic, we went hard against digital and it was a $6 billion business in 2019 and grew at 25% through 2020 and you know we've put down that marker to say over the next three years, we'll get to 10 billion. what people may not know is we're number two in our

categories in the nation and we were able to hold our market share in 2020 so it's -- we're ready on the function we're ready on the experience. we're ready to grow digital and digital is enabled by having strong brick and mortar and we're in the best malls in america. we have a great set of stores ready to fulfill customer's orders 25% go through the stores but also stores are great nodes for entertainment and when customers return to normal, we have great tasty stores ready for them. >> i was reading something that said now that older people are getting vaccinated, it will help macy's i look at the new customers you have, the 7 million. i'm not seeing something like that i'm seeing an evolution that turns to revolution that's going to your stores. >> i have good news for you. we had 7 million new customers 4 million of them through digital. when you look at that, they were younger and more diverse kind of like quarter to date in the first quarter, the one thing i can tell you is that that

trend continues. so we're actually up 15% now in new customers versus the first quarter of 2019. and they're spending 8% more whereas in the first quarter 4 % more and again, they're younger and more diverse the good news is that the core customer that is still down and that trend is improving as they start to get the vaccination, starting to think about hey, i want to return to my older life, they now have got categories they can chtransact in. >> on february 23rdyou said solid performances continue into 2021 i have to take away that's a continuing i still see. >> yes that's true. you know, i think, jim, when we look at what happened with the stimulus package, that's accelerating to our business you're a great student to this you know as the customer starts to change about what their wearing occasion is, you're starting to see young women have a prom date they are putting on

their calendar my prom dress business is better look at dresses. look at luggage. people are starting to travel. you look at swimsuits. it my best trending category now. it's a big difference from where we were in the fourth quarter in 2020 it starting to come back we're not there yet. we're still taking a conservative view for the balance of the year but there is pockets of strength going on now led by new customers so there is good news here, jim. as i mentioned, the new customer piece is just continuing that momentum so we had 7 million new customers in the fourth quarter. that was up 2% from the fourth quarter of 2019. so when i look at quarter to date in 2021 versus the first quarter of a non-pandemic year, which was in 2019, we're up 15%. and those new customers are spending 8% more the other side of the equation is our core customer their still down so when you look at the platinum, gold, silver loyalty program, they are still down by a ten-point improvement from what their behavior was in the

fourth quarter that's clearly the vaccine starting to take root. now customers really good story. core customers an improving story. we're still taking a conservative view to this year we're more conservative in the front half than back half but it positive momenomentum. >> traditional things you go to macy's, wedding registration the book has to be filling up for the second half already. >> so true look at wedding dates and venues, those are starting to get booked and you're starting to see that in the dress business and mother of the brides and proms as events get on to people's calendars. >> i have to talk about bloomingdales. she said you got to tell him stacy in blooms is incredible for personalized service congratulations, stacy i bring it up because you offer the best personalized service

and jeff, i feel like we're one of the few people who know this. how do you get the word out you offer an amazing service to people because it a personal shopper, which is better than on the web where i'm kcurated by someone i don't know or algo. >> we throw that to the marketing team all the time. certainly our stores team about getting the word out about the style perimeter at macy's and loyalest program at bloomingdales and you're absolutely right we have amazing colleagues that love to work with our customers and they can do that virtually they have many customers that basically are chantransacting a making great connections with the customers. that's a service we'll continue to offer at both brands. >> where are we in terms of needing to close stores? in the conference call we're only left in good malls. i don't know if you want to really close more stores because of what happens with digital

when you have physical presence. >> absolutely. you hit -- you hit it on the head so stores are such an important part of the omni ecosystem we know where you've got a store and you in the same trade area of demand with the digital business and zip codes, it's two to three times higher than in a place where you don't have a brick and mortar store that said, there were some malls that weren't goin ging to make s you've seen over the past number of years shed the number of stores in c and d malls and we're down to the last 60 from that neighborhood bucket that you've heard me talk about and when that is complete over the next couple years, our store portfolio is mostly 90% or nearly 90% of the business will be in b, b plus and a plus malls. i believe these malls stand the test of time and you've got mall developers investing in them they're really changing their leasing. they are putting more entertainment, more food and beverage that's helping bmacy's and our categories and because

of the important role, we're starting to explore off mall and doing it in a careful way. we're testing our capitol on this we're looking at three markets right now and we're doing it, opening those stores as we speak in free markets of the country. >> look, this is the time for macy's you've done a lot of changes and now that things are opening up, you get tourism. who knows what would happen. that could happen, too chairman and ceo of macy's with a promising outlook. thanks for coming on the show, jeff. >> thanks, jim, great to see you. >> look, what can i say? iconic gain, inexpensive stock, lots of rumbling chairman and ce oo of macy's. coming up, as vaccination rates climb, should investors look outside for fresh air and earnings cramer explores a beautiful vista next

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as more people get vaccinated, what happens take vista outdoor the sporting goods company that makes action sports grilling, hiking, the camel back canteen backpacks and a big sports shooting business where they sell ammunition great for hunters, good business you know what really makes business fly here is wherever there is a democratic administration in washington because ammo flies off the shelves even when you get a minor push for gun control it ran from $5 to 22 it shot up to 38 in the high last month before pulling back to $30 and change. vista is delivering incredible results but can they keep it up

once the great reopening is in full swing let's take a look with the ceo of visit to outdoor to find out more about his companies doing and where it headed. welcome back to "mad money." >> thank you, jim. great to be back on. >> chris, i'm torn are you be careful because the market and economy is reopening and people won't do as much outdoors or do we care more about the fact president biden called for extreme -- some people would say extreme gun control, others would say not that much are they all important because we are trying to figure out what vi vista's next move is. >> it's a great question what is incredible about the growth is it's been balanced so we like to talk about ammunition but the outdoor products businesses have been raging, as well we're 331 year end quarter three we just grew 35% across our businesses and ebitda

is up 50% and generating free cash flow in excess of 100% of ebitda and 300 billion year to date and one to two times leverage and look at the growth going forward, we see in curtailment in demand at all. >> so chris preparing the interview, i said do i ask him about civil unrest do i ask about the insurrection at the capitol almost -- it's not -- i have to do what's awkward. those are very important for your company's ammunition business. >> sure, i mean, so what happened with the ammunition is it really started with covid so when covid hit this time last year and people got shelter in place, cabin fever, they started to get out and reckuate so what we saw was incredible i were cr - increasing hunting not just farming table filling freezer with wild game rather than running down to the grocery store. this past movement into civil unrest, maybe a lot of civil

unrest throughout the country and people wanting to be more self-sufficient and take control of their own safety and loved one's safety so we introduced 8 million new owners of firearms in the u.s. this past year, 40% of which were women and people of color, many trending younger that are just really embracing sp shooting sports and hunting for the first time. >> you won this gigantic contract that is lucrative business, correct. >> that's a big part of our business, as well. we support all branchs of the military and service and special forces we have the majority market share with law enforcement across the country we work hard and our people work incredibly hard to keep our people safe. >> your out door products are

safe i like the bike. i wear a helmet, whichever is in the shed but i would never wear anybody else's because those are the names i trust. i think camel back is incredible i think the peloton deal you did with camel back is extraordinary but it seems like no matter how fast you pedal on those businesses, the ammo business goes higher and almost as if the higher the ammo business goes the higher the ratio goes. solve this for me. >> it crazy. when you look at the -- what i just said about our financial results, we're trading it 6.5 to seven times ebitda we're at one to two times leverage and just closed on an eight-year $500 million bond great interest rate. we acquired two companies in the last three to four months which will add 350 million plus and we'll continue to acquire and invite we introduced the industry's first gps enabled speaker system for the golf course and our innovation will really grow the outdoor products business so we

just continue to deliver and as thankful as i am our spac prices increased, i'm more excited where the stock can go given what i know about the performance of our business. >> i completely agree, chris these people get 300 spacs and with the exception of a few, who knows if they know how to operate. who knows if they know how to acquire. you, vista, every time something comes up like a camel back, you're a much better buyer than a spac you got to be laughing at some of the spacs. >> you know, jim, what is crazy about it is every one of the accusations is at historical highs right now so we've proven that we can acquire companies and integrate well and we'll continue to be very smart acq acqu acquiring. the team we built is very seasoned, been through covid, knows how to work in various virtual situations and so we're really excited about the landscape we see to be smart

acquirers to make acquisitions and continue the shareholder value. >> i got to tell you, i applaud you said listen, we know civil unrest helped sales. you're not saying that has nothing to do with our company and i appreciate that. one of the reasons i like you and like your stock is you accept that. you know there is camel back but dick's doesn't want guns and rei but companies that recognize hunting is a fast growing sport and i appreciate your candor because i want people to understand why i like the stock because of the way you approach the business you approach it very transparently. thank you for coming on the show. >> thank you, jim. >> guys, remember when i talked about at the top of the show there are expensive stocks that i'm concerned about? there are cheap stocks that i'm not concerned about. why? scarcity value and because they go higher. vista outdoor. "mad money" is back after the break.

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i really hope that this vaccine can get me one step closer to him. to a huge wedding. to give high fives to our patients. to hug my students. with every vaccine, cvs is working to bring you one step closer to a better tomorrow. before we begin, i want to make sure you do not miss cnbc's race in opportunity special. it tomorrow at 8:00 p.m. eastern. amid the rise in anti asian violence in the u.s. we'll look at the economic and social challenges facing the asian american community i'll watch, you should, too, and now it is time, it is time for

the likening round buy, buy, buy, sell, sell, sell and then the lightning round is over are you ready ski daddy? time for the lightening round. i'll start with lional in california. >> caller: thanks for taking the call. >> i'm chilling and doing. what's up? >> caller: jimmy chill, company is erj. >> very interesting company. i know the company but i'll default to boeing. when i have boeing paul in texas, paul? >> caller: boo-yah, jim. >> boo-yah >> caller: my stoc incor incorporated is it a buy? >> boring but good the banks are doing better than the money centers. they didn't have the chance to give money to a stupid hedge fund i like that. how about we go to alex in illinois, alex >> caller: boo-yah, jim. you're a fan of new core but do

they stand to benefit the most globally since they announced capacity cut backs in china? >> i'm not going there this is a second ranked company and you also got by the way -- look, this group is running but new core is really running and don't forget if the president when he goes to pittsburgh says anything good. all right? i need to go to larry in florida, larry >> caller: mr. cramer. >> yes. >> caller: so over the past year, i'vetook position in thi of ray forgoing forward. what are your thoughts on the company? >> very interesting. i had them on and back on the radar screen i like your call i need to go to rosean in new jersey. >> caller: jim, how are you? >> fine. how are you? >> caller: tankhank you i'm a first time caller. i need your opinion since we had a suez canal.

>> hanson always saying things that are pretty good there but the stock kind of stuck in neutral. i'm not saying it's exactly like something that's beached up in the suez canal but it does have that kind of not a lot of mo, more mo than a beeached up 20,00 container boat let go to matt in pennsylvania, matt >> caller: boo-yah jim, five years into investing with your show and thanks for all you do. >> thank you >> caller: i got the book and read it, too. >> excellent thank you. how about a stock? >> caller: what's that >> how about a stock while we're at it? lightning round-ish. >> caller: i have a company that's down. is it time to buy dip, ticker z. >> i like z. i thought first of all you were talking about wool worth zillow is doing incredibly well and i think this decline is much

more about again what i talked about at the top of the show, the hatred, new found hatred for high growth and a company that did a lot of great stuff and i don't mind the motto buying and selling homes. not my favorite but gives them growth can we take one more can we go to larry in new york, larry? >> caller: hi, jim, thanks for taking my call. >> of course, larry. >> caller: i'm a devoted listener, first time caller. >> thank you. >> caller: i'm a long time holder of ncr. >> well, then you're kind of a suffering there but it's making a comeback i went to see him many, many years ago on the island and i felt there was a lot of value there. it taking a long time but the value is being realized so i'll go with larry. i think larry has got horse sense. and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade

>> announcer: coming up, how should home gamers play the great reopening? cramer has got the answer and it might be simpler than you think next

for months we've been playing a guessing game. what will people do once they are vaccinated will they spend like drunken sailors? will people keep biking indoors on their peloton or will they want to experience outside or are we so sick of doing dishes at home will rewe wait for an hu at texas road house? this say guessing game that's pointless because all bets are off. we don't know what people will do and frankly, this market hasn't exactly been that discerning the great reopening stocks have run which makes this entire gameles

gam gameless rewarding people will do something and i'm not talking about infrastructure but the market getting cold feet about the reopening as covid cases make a comeback. your goal is to find things consumers will embrace no matter what once they finally have the option to go places. you know what? it's a short list. that makes it a little easier for us, doesn't it right now for instance i can only count two retail stocks that consistently went up between essential and non-essential chains lows and home depot. why? because in lockdown you had to reinvent your house turning bedrooms into offices and fixing the place up because there was nowhere else to go there is a new thesis, housing prices are skyrocketing. real scarcity. remodelling is no longer a costly expense, it's a valuable capital improvement to a rapidly depressionuating asset they want lowes and home depot because they win either way. plus with gardening season around the corner, the

equivalent of christmas, the numbers should be excellent. i prefer lowes that is catching up thanks to the leadership of the ceo marvin those who don't know what flats are, it has nothing to do with c c chewy or ryan cohen. you run with the theme no matter what if you want your home to look better and have money to burn, where do we go we go to williams-sonoma or rh the former is crushing it with every single one of the brands i think the flag ship williams-sonoma chain can clean up now that the ball is back in style. the mall the company closed a lot of under performing stores. remember restoration hardware think of this as the publicly traded way to cash in. i just thought of that furniture for rich people don't want to pay a decorator necessarily. started designing homes in a

aspen. there are multiple buyers. wouldn't you love to have that business doesn't it tell you everything you need to know i think these two will continue to work higher and they -- they are amazing, aren't they the excess from the cities won't come to an end when nobody -- when everybody is vaccinated, when rh reported that will be worth 100 points people laughed they all laughed at me like kerry but it turned out i was right. it turned out it was worth a lot more now that we know working from home is viable, there is much less reason to live near your job. same reason i like tractor supply wearing their hat the other day. people moved out to the country. they're not coming back any time soon and will commute by car cars specifically used cars because of that darn chip shortage that is slowing down the production of new ones. what do i like car max, lithium motor, auto nation and i'm thrilled about what i heard tonight from carvana. don't make this harder on

yourself meaning, don't try to guess what might or might not work under the great reopening. just go with what works no matter what. that's the safer, smarter way to approach this newly treacherous market as at least for the growth stock. there is always a bull market here and i promise to find it here on "mad money."i'i' m jim cramer a nation in covid crisis and now its government appears to be in freefall. plus, tears on the witness stand in the derek chauvin murder trial i'm shepard smith. this is the news on cnbc witnesses testify about what they saw as george floyd lay under a cop's knee >> i believe i witnessed a murder >> and the young girl who videoed floyd's death. >> i could see that he was going unconscious, and his eyes were starting to roll to the back of his head >> children watching >> when i look at george floyd, i look at my