>> thank you for watching "fast money" see you back here tomorrow at 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 but educate and teach. call me at 1-800-743-cnbc or tweet me @jimcramer. who gets the benefit of the doubt? when you look at today's action, dow gains 316 points, s&p

up .93% and nasdaq, nasdaq up 1.1% and fantastic bereath, by the way and the losers is the company lost faith for whatever reason exhibit a, netflix last night they reported an extremely disappointing subscriber number and outlook about the future not so hot quarter, ugly guidance so of course, the stock got hammered down more than 7% today. but you know what? i'll take the other side of the trade here i think the people that have done netflix are missing something big. you can't make up your mind about the stock until you read management's letter to the shareholders and got to watch the video question and answer, not read the transcript, watch the video. every quarter the ceo handles the questions. this time it was an analyst from

fidelity, real smart what wasted in time grilling management why numbers came in weaker than expected when when most companies drop the ball, you have to expect some excuse making, not netflix spencer newman, the cfo stepped up and told us the last thing we wanted to hear they are seeing a slowdown because of the huge pull forward in 2020 caused by covid. instant buzz kill. that meant as the pandemic winds down you can be stuck with an over valued stock and that is why a lot of people sold, going forward things can't possibly be as good, right before you give up on netflix, and i'm pretty much alone in the media about this one but i don't care let me -- before you give up, let me ask you something after so many years of out performance, haven't these guys earned the benefit of your doubt? newman immediately followed up by saying the key is the business remains healthy, our

engagement and viewing per household was up year over year and we're still growing. churn down how can the product be bad if the churn is going down? to me that says please, don't panic even as the pandemic is winding down here in the u.s the rest of the world is much slower to vaccinate, new infections are exploding, india looks like it's headed back to a lockdown and netflix does a ton of business overseas it is a global company, people i think they will find a way to jump start with must-see content whether they create it themselves or license from somewhere else in other words, i am giving netflix credit for something that doesn't exist yet, something that will make us feel compelled to subscribe despite the competition from hbo or disney plus or peacock and the digital competition from youtube they call out as being real, a real competitor. we know covid made it difficult to film did hits now, what about the argument

that netflix growth is peaking now that it has 200 million subscribers? i got to tell you, i believe reid hastings when he says outside of china, i think paid television peaked at 800 million households so lots of room and that was several years ago it peaked, lots of room to grow i believe him. why not? how have you done if you believe in this man? the company is giving over the years, you have to remember doubting netflix has been a mistake every step of the way. they didn't get to be in the end. they weren't the end in fang for nothing. i created fang so that's my own there. these companies are all moving tore targets. that's right the companies in fang never stop innovating there were two shows today that pronounced dead, three articles that proundersnounced it dead as it really dead when i tell you this amazon you wake up this morning and find out amazon is going to eliminate the credit card when you buy something at whole

foods. no need for cash or punch in your pin they just need your palm you can scan it and you're out of there in a year of covid, i don't mind touching that pin pad. that has to be one of the worst areas, the temperature -- the pen pad and this, when you touch this, those are the two places i don't want to be yesterday there was a no end in sight to the problem at whole foods. it takes too long to ring up the registers, constant bottleneck, bam. the novelty alone drove people into whole foods and amazon has done a pretty bad job monetizing they are finally getting their act together how about the second a in fang how about apple? all right. let talk about apple for a second not everyone has written it off. there are so many cynics on wall street that couldn't careless about apple's non-phone new products they don't believe anything can possibly move the needle but not katy humanhuber the ty

he's got the bestty. he's got the bestty. he's got the bestty. he's got the besty he's got the bestty. he's got the best handle on the stock with the mac and the gold standard for the hybrid work force. it a hidden entrance, trojan horse that gets the mac back into the workplace for the first time in ages, apple is a threat to dell and hp because people are spending so much at home people that use products at home will push employers to support apple's hardware goldman sachs reiterated in its sale call today is the one of consumer technology. the enterprise business is sticky but if huberty is right, imagine if you use an apple at home and a windows p.c. at work, which is what i do and suddenly you're allowed to pick your

machine of choice, how much more business could that be for apple? if these devices take off, it could bolster apple's bottom line that business accounts for 10 t 15% of revenue that's more than enough to move the needle for years, apple is dismissed as a one-trick pony but think what happens when cell phones, wearables, computers and the service business take off. that means for a very, very compelling sight it will not just be this, okay it will be all sorts of things, which is why it priced earnings multiple will continue to go higher okay, what about facebook? right at this moment, the social media kind pin isn't giving us anything credible but they should get more credit for the ininitiative facebook is a great company with less than stellar p.r. finally, the last fang component, alphabet. people are hung up on some or

the parts. the search business expanded youtube is roaring self-driving car division. a bunch of smaller businesses that would be a big deal in any other company. it a similar parlor game to play the breakup story. who needs to break it up i know fang hasn't kept pace this year. aside from alphabet, these are widely viewed as stay at home stocks in a market that only has eyes for the great reopening plays. you know i'm a big believer in the reopening thesis i wouldn't be having so much cyclical on if i weren't i hate to fight the tape but fang, i'll make an exception these companies are constantly reinventing whatever the matrix demands. i laugh when i hear fang is dead because the bottom line unlike any other companies in the world, the fang name should get the benefit of your doubt. after all, they have earned it let go to conner in ohio, please, conner

>> caller: hey, jim. thanks for taking my call today. i've been listening since i was 15 and 10 years later can thank you for all you do i wanted to get your thoughts on the merger and your thoughts how u.s. based legalization will impact canadian based companies. >> look, you know that aphira doesn't want to go down. look, it's an uncomplicated story and erwin made us a lot of money before things went wrong remember, they did go wrong and i like canape. i like canape because you got this call on it and i happen to think the world of david kline and the people that run canape can i go to -- huh trenton in februarynebraska, tr? >> caller: hi. >> what is going on? >> caller: i'm good.

i'm a 20-year-old investor and been watching your show for about a year. >> excellent. >> caller: my question is beyond meat i bought in at 165 because i knew you liked it and they have been signing deals with kfc, mcdonald's and taco bell but i'm down 20% what do i do >> hold it i think when they reopen food service, which they have not that much, that's going to help beyond i also think that i have to buy beyond meat because it tastes good and is vegetarian but doesn't have gmos which is what impossible has and that makes it impossible, impossible for my family to buy i know fang hasn't kept up the momentum this year i get that but will you give it a break it hasn't lost its bite. unlike many other companies, these companies deserve the benefit of the doubt on "mad money" tonight, collecting mounds of information about customer habits, the

market climate is good you know, that's 4 g you got to hear this one it's the last cheap stock when it comes to customer retention, customer management. i'll sit down after earnings which were stellar to find out and after the close last night, close with a major accusation and i have the conversation and can ppg paint a pretty picture as the economy reopens worldwide? i'm talking with the ceo of one dynamite industrial. stay with cramer >> announcer: don't milss a second of "mad money." follow @jimcramer on twitter send jim an email to madmoney@cnbc.com. or give us a call at 1-80 1-800-743-cnbc misso miss something head to madmoney@cnbc.com.

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what do you do when the company the markets lost interest in reports an incredible quarter the experienced management play earlier this year. unfortunately that was bad timing as the cloud software cohort went out of style on the wall street fashion show they traded at $41.85 in january and jumped to mid 50s in early february but since then the stock is hammered tumbling to $33 and change before the number that i just saw after the close. see, the last few weeks the cloud plays have bounced off their lows but this one is only up a couple of bucks, which brings us to tonight's quarter reported an excellent set of results, solid top and bottom line beat with the surprise profit and better than expected outlook for the next quarter and full year.

management raised guidance for 2021 even though they only gave us the forecast six weeks ago. they are practitioners or or business has improved dramatically let look with ryan smith, the founder and executive chairman of the ceo gentlemen, welcome back to "mad money." >> hey, tahanks, jim, for having us on. >> this is a very big upside surprise a profit, i wasn't looking for one. you have accelerated revenue growth what is going on in your business that has just caught fire >> well, jim, you got it right this is a record quarter for us, and it's a powerful start to the fiscal year. it's 46% year over year, 35% year over year and customer spending over 100,000 a year and 120% net retention every customer on average that means is spending 20% more with

qualtrics every year qualtrics is critical to the way businesses are running it critical as an h.r. system. we have a ten-year head start on the market and seeing significant opportunity because what we're doing is giving customers the ability to be able to understand what their customers and their em mployees are telling them about the company and brand and use work flows and take action from the platform to retain and engage the cut employees and find new customers. you can keep the ones they have for life and we built a single secure cloud experience management platform to do that that is driving these results, jim. >> all right so let's drill down a little bit. this is a problem in this country. we have vaccines that work we have to get more people vaccinated people don't know, governments don't know how to make it.

that's not their job the state of missouri turned to qualtrics to fix their problem how does that work >> it bringing the constituent into the room. this is no different whether it's a state and local government or ceo. leaders need to lead right now there is no real ability to read the room em myployees aren't working there is no playbook how to do this they can't have customer visits. the same way with politicians and governments. they can't pull everyone together that's where qualtrics comes together, they understand the hearts and minds of people and transform every business, every organization and get the data back and take action on it great example of that that really sticks out to me is royal caribbean cruise lines they're a customer we've had for sometime that's really expanded when their business went from truly zero from 100% occupancy

to zero and there is no data that existed for them to go and figure out hey, how do we get back they have to design the experience that's no different from the state of missouri. the way they used to or could have rolled something out like this from a vaccine standpoint is out the window. they have to say hey, look, this is the world we're in now. we have the majority of people or half the people that want to get vaccinated, what about the folks in rural areas about the folks that maybe don't have the right information qualtrics brings that data back and tells them how to go forward. >> both are important. royal caribbean, we want them to be able to -- customers want them i hope the cdc listens to what you said because they're going to do it right they're a very understanding company. so, united parcel, we think the world of the cfo at home depot and doing an amazing job with the stock at united parcel

what are you doing for united parcel because the stock has caught fire and it not just -- as much as i love carol, you guys are playing her role. >> ups just shows qualtrics and you have an amazing ceo in carol and she's been on your show and leading the world's leader in package delivery management solution she says i learned the answer to the strategic questions can be found in listening and their strategy is all about experienced transformation, being customer first, people led and building on their strong workplace culture. ups is leading into the new kes me customer experience saying we want to be better, not bigger and serve the customers in the way they want to be served and use this to shape their operations and logistics so here is an example of another leader, it's ups choosing qualtrics to further experience

transformation and what carol is doing is taking action on critical customer experience globally based on the platform i'll comment one more thing on missouri, to a quick thing what we're doing is tapping into the hearts and minds of people and addressing that last mile and especially with dr. fauci talking about the last mile, how do you turn vaccines into vaccinations we have about 200 state and local county governments that are using qualtrics to say there is a resident first experience but understanding the hearts and minds of people and turn vaccines into vaccinations because there is plenty of supply available but the last mile is extremely important. that's where qualtrics comes in. >> brilliant people don't talk about that we hear the president talk about how they -- we got to get more people vaccinated but they don't seem tounderstand that there i an experience involved zig, how do you even get -- there are people frankly doing

this job and it's not what they were hired for how do you get their buy >> their buy in on vaccines or customer experience? >> customer experience they're not facing customers in a lot of times. >> most people want to be customer experience led but it hard when you don't have all the customers in front of you. you want to connect people, understand people's emotions and perceptions, what are their preferences, so if you walk into a store, people want to be able to be known and know you'll get taken care of and the employees are engaged to delight you in the moment that matters. so what we do is help to actually bring together every moment that you end up interacting with the company or store or restaurant for example and be able to help to be able to understand people's emotions, understand their preferences and help automate that in the way the company operates that might lead to designing the next generation product to lead

your market as an example or it might mean doing a good job the next time the customer comes in and does business with you and exceeding the expectation. we help companies do that at scale. >> wow look, ryan and zig, the stock is correctly going higher this is the last of the inexpensive major cloud plays and inexpensive because of the business you guys are doing now. congratulations on an u unbelievably good quarter and the knowledge how powerful qualtrics is thank you for coming on the show we found one that can still be bought thank you so much, gentlemen, appreciate it. >> thanks for having us on. >> qualtrics is an inexpensive stock that looked expensive and i suggested if you want a tech play, this might be the one. stick with cramer. >> announcer: the 5 g race is

heating up on the heels of a $10 billion acquisition. could this 5 g play marvel investors with the growth prospect cramer is chipping away at the deal with the ceo next

with a bang, energy and change came to every part of our universe. seismic or small, it continues. change is all around us. shaped by technology and human ingenuity, we can make it work for you and your business. did you know that petco, is now a health and wellness company? their groomers work wonders for my confidence. i trust their vets, and i'm known to have trust issues. they deliver high quality food the same day. i was outside digging, what'd i miss? just everything regarding our physical, social, and mental health. exciting. i'm gonna take a spin around the room. great idea. ♪ ♪ petco. the health and wellness company.

after roaring high er, marvl tech makes chips for marketing, 5 g, cloud data center we bought it in august of 2019 we're now up 107% but two things happened last fall that put this stock into it. we seen a rotation out of 2020's biggest winners but the semi conductors held up well and brought equipment companies up my god

second, last october marvel announced a major acquisition buying infy in a cash stock deal and big stock temd tnd to ware the share price. it gets rid of the arm pressure. we can focus on fund mentals again so can this stock be ready to roll? the 4% gain is it. the president and ceo or marvel technology group, take a look. welcome back to the show. >> jim, how are you? >> all right so whey don't you give us a description of what the new marvel looks like because i think it much more attractive than the old marvel. >> it really is, jim i think the new marvel is probably one of the most exciting semi conductor companies in the world when you look at the biggest trends in the market for the next five to ten years, i think the 5 g buildout will be huge. the move to cloud data centers is a trend that's ir reversible

and will continue and a new revolution in automotive marvell is involved in all three. we're a leader in each of those. >> so matt, as son as people hear auto motive up until six months ago, that meant fantastic. people hear automotive and say chip shortage. do you talk about supply constraints, what do we say about chip shortage, therefore don't own marvell? >> right, yeah, jim, the whole industry is going through a pretty unprecedented supply and demand imbalance i've been doing this for 27 years since 1994 this one is very significant in terms of the impact. we're managing it pretty well. if you look at calendar 20, we actually grew every quarter, quarter over quarter through the year we didn't have a dip due to covid. we were able to sup pry all customers and look at the q 1 the company grew 15% year over

year so while the shortages have been persistent across the industry, we've been able to keep up and grow our company through the cycle and we believe we'll grow the company all through 2021 as well but clearly, this is weighing on a number of markets, not just automotive. >> matt, it is true, a lot of your companies in your industry, basically the sales are lost i look at yours and think those sales are delayed, not lost. >> correct yeah, if you look at the business almost engines of applications that we're in and so while there are delays in production, they can get supply

from marvell but not from other venders that might be having their own supply issue. >> one time i was worried a bit about marvell in china because of the united states friction because people say yes to the deal and more importantly, samsung is probably, i think, the number one client in the world right now and that is your partner on advanced 5 g. how is that partnership announced march 25 going >> let's start with the first one. we're thrilled to have gotten approval from china back in march about a month ago. that was, you know, certainly, you know, i think ahead of a lot of people's expectations the primary reason if you're interested as to why is it's a very clean deal and there was an overwhelming support from all of our customers globally including in china that really saw the combination of marvel and infy

is taking two good companies and putting them together and making them more viable and strong and as a result, it was a very smooth process to get approval and i'm thrilled, as you mentioned, we're able to close the transaction today. as it relates to samsung, you know, they've been a long term partner of ours. we are a key supplier to them and partner for them in their 5 g networks products and we've only continued to grow that partnership and as you mentioned, we recently announced we were moving into the radio head, which is where there is additional content that marvell is pursuing and announced we did a system on ship product for them that reduced power consumption by 70% versus the prior generation and that's huge when you think about the 5 g buildups happening here in north america. >> when i see that marvell stand

alone 9%, combined by 12%, can't we come back and start the buyback again? >> i think certainly first things first we saw the growth rate of the combined company as being very, very strong. those numbers of 10 to 12%, that's what we think the market can grow that we're in and based on a come bbined portfolio, we think we can grow faster than the market it's articulated in part of the combination, growth rates more in the 15% plus year rate which at our size is quite significant and then to do the transaction as you mentioned earlier, it's a combination of cash and stock and so first things first as we're taking on some debt as part of the transaction so we'll pay that down and certainly be very mindful of the buybacks when it's appropriate. >> well, look, matt, i think the combination is fantastic i am hoping that your natural

conservatism because who knows what will happen with the supply chain doesn't penalize you a lot of these other guys made projections they can't meet and you never do that. our shareholders appreciate your candor dos the right thing and congratulations to the close of the deal >> yeah, thank u youyou, jim, appreciate it. >> president and ceo of marvell tech technology this does have the best product portfolio and got what i think is the most sticky collection of customers, which is what really matters. stick with cramer. >> announcer: coming up, can this company be a code or armor for your portfolio cramer points a masterpiece with ppg, next.

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their groomers work wonders for my confidence. i trust their vets, and i'm known to have trust issues. they deliver high quality food the same day. i was outside digging, what'd i miss? just everything regarding our physical, social, and mental health. exciting. i'm gonna take a spin around the room. great idea. ♪ ♪ petco. the health and wellness company.

i keep telling you 2021 belongs to the cyclical, the company that puts up huge year over year earnings companies like ppg, the specialty chemical play that makes paints and coatings, last week ppg reported a magnificent quarter and 31 cent earnings beat with a higher than expected sales and terrific guidance. though, the stock was already up 7% for the year it exploded higher jumping 9 p% last friday and a 3% gain today. after this move ppg sales for 21 times this year's earnings and i think there is a good chance the estimates are too low. company sales volumes haven't recovered to where they were before the pandemic but earnings up 27% for the first quarter of 2019 and by the way, 2019 was a boom year, remember? that's the last comparable period before covid hit.

don't take it from me. we'll check in with the chairman and ceo of ppg welcome back to "mad money." >> hey, thanks, jim, great to be back. >> michael, these are extraordinary numbers and it seems like every single one of the acquisitions you've made has really made the numbers even better can you tell people about what you're doing acquisition-wise and why it so great for ppg? >> jim, as you know, we acquire a lot of companies this is our sweet spot for the coatings industry when you acquire, you get sincynergies fm get-go we buy raw materials we have cross selling opportunities. we're able to move things into our shared service facilities that's also a look at the management and these have helped out. we've done six acquisitions in the past 18 months we don't buy everything we look

at there is a lot more out there we pass on and are selective. these are better than buying back stock for us. >> that's why i want to ask you about it i was talking with my friend frank mitch i've known for years and we were saying why don't more companies do what you do? why do they buy back stock and i think that's necessarily additive when you're going around the globe to finland andfinding ince acquisitions and with much better earnings growth. >> yeah, so as you know, and frank knows, as well, when we buy companies especially in the most recent ones we bought in europe, they don't have the presence we have in china and asia and we'll take their products and approvals with the german oems and manufacturers and able to grow faster and have relationships and plants and the

ability and moving out of china. set them up in vietnam we turbo charged this. >> you next i'm watching tonight another one that is you guys do all the appliances, wihirlpool reported a great number. when you look what whirlpool looks like, it starts with ppg. >> the powder coatings that goes on to that is ours we have a great relationship with the clients, the business was up 14% last quarter. it not just appliances our electronic materials business so think about the work from home stuff, any computer monitor, any keyboards, head sets, you name it all have paint on them and our electronic materials business is up our kitchen baking business, people cooking from home is up we have a lot of things on fire now. >> michael, people apparently

love to lose money betting on any part of electronic vehicles. the spacs or electronic vehicles you actually make money in batteries and if you could tell people that, maybe they will stop losing money and start making money. >> well, electronic vehicles and we're not talking hybrids now, po pure electronic vehicles are good for us. think about the battery box underneath the car that's additional paint. the seal that battery box takes adhesives and sealsealing. we don't like that in china they have a standard that you have to have five minutes to exit the vehicle after an accident. we make those protective coatings and then we make thermal gap fillings to separate the battery from the box so it doesn't short out and then there are other things we're working on long term for binders and things like that so we're really intensely involved and excited about our performance in that

area and virtually every month there is a new win and as a new i electric battery plant, the biggest thing is driving down cost and they will say how can we get our lines to move faster? and we'll help them do that. >> at the same time, you're one of the few companies that saw the commodity increases coming and you put through surgical price increases. are you still able to stay ahead of the posse on some of these things >> yeah, i mean, obviously, we'd like to be further ahead but had 16 quarters of positive price and 1.6% positive price in q 1 we knew inflation was coming we're going to have more positive price in q 2 and q 3. we have to catch up so q 2 will be a little short but we're going to be at a better place in q 3. but the guidance we gave is significantly where the street thought we would be because we had anticipated this and the team is doing a very good job in this regard. >> finally, autos, we got problems with chips and shortage

and area space there is issues with boeing but your auto and air space business are incredibly strong. how is that possible >> well, with autos, as you know, we have some really great technology and every year we've been able to grow sharing that so the last several quarters we've been growing much faster than the industry so that helps. electric vehicles, that helps. as far as aerospace, not anywhere near where we want it to be but a third of our business is military and we have the number one leading position on the f 35, whether it's the canape or a wing classified defense product on that machine. so we're in really good shape and so as they make more f 35 that's good for us mro in the aerospace bidusinesss coming back. i don't anticipate oem to come back until 2023 but we're in good shape and think about the momentum in the company and aerospace is one of the best

businesses when it starts clicking, we'll be at a higher level. >> it is working for you guys and will get better and better chairman and ceo of ppg. congratulations on an amazing quarter and year and great to see you. >> thank you very much, jim. >> chairman and ceo of ppg i keep talking about industrials. this is the kind of industrialing i'm talking about. it what you should have, not all this stuff that's necessarily just created by some sort of spac this is a real company with real earnings and real growth "mad money" is back after the growth. >> announcer: stick around. >> may i make a suggest? i'd stay with lightening is coming up next

did you know that petco, is now a health and wellness company? their groomers work wonders for my confidence. i trust their vets, and i'm known to have trust issues. they deliver high quality food the same day. i was outside digging, what'd i miss? just everything regarding our physical, social, and mental health. exciting. i'm gonna take a spin around the room. great idea. ♪ ♪ petco. the health and wellness company. (vo) nobody dreams in conventional thinking. it didn't get us to the moon. it doesn't ring the bell on wall street. or disrupt the status quo.

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. it is time, it is time for the likghtening round, buy, buy buy, sell, sell, sell, we play until we hear this sound and then the lightening round is over time for the lightening round, start with jeff in pennsylvania, jeff >> caller: jim, my question is on snat -- >> my answer is, buy, buy, buy i think you'll have a great quarter and tremendous growth and religion about trying toge good customers advertisers. let go to sam in massachusetts, sam? >> caller: hey, jim. thank you for taking my call. >> of course i'm very happy with the action alerts plus club. >> what's going on >> caller: yeah, you know, i'm

sorry to say i got i'm pnpatien >> fair enough. >> caller: you and your team, team at "mad money" and action alerts plus, i get so much information, thank you so much. >> you're welcome. we live for this call. we live for this, sam, thank you. >> caller: i could listen to you talk about stocks i own all day long. >> i talk about it in my sleep i don't like to sleep so it's okay let make money together, what do we got >> caller: i stepped outside a little bit it took me a couple weeks to decide but i finally decided on a stock getting beat up a day. can i buy on the tips regional beloit. >> that company is fantastic i don't talk about it enough dover reported a great number. i don't know how you stumble but this is a fantastic educational stock and i have to profile it myself and thank you for being a member of actionalertsplus.com

let's go to chris in california, chris? >> caller: hello, mr. cramer. >> hi, chris, how are you doing? >> caller: this is chris from california i'd like to ask for your advice to hold or sell my stock the company acquired for 1.1 billion and went up to a 52-week high today is there more room on the upside please share you thoughts on my stock. >> oh, wow, this is device day boston scientific was great. intuitive surgical is great. we saw -- every single device play was great and this one -- life science was great medtronic, not with an s so i think you're with a great company. you said hold or sell, i'm incl inclined to buy, buy, buy. >> let's go to pennsylvania. >> caller: hey, big boo-yah, jim. >> right back. what's happening

>> caller: before i ask my investment question, i want to thank you personally for bringing attention to migraines, man. you're right, if it's not a headache with people that suffer with hmigraines. >> i got a gala i'm running tonight. yeah, whether it be neuro tech, we have great drugs, nobody seems to know about them at med school they spent a half hour on migraine thank you for bringing my work to light appreciate it. what are we doing stock-wise >> caller: my question is cleveland cliffs and the rest of the year what are your thoughts >> this is, look, the chinese are spending everything they can on what cleveland cliffs has, which is iron work i think cleveland clips is an under valued stock and i have to get the ceo back on. he turnled out to be a true gem. a winner for me. it's a great, really, really heavy cyclical and that, ladies and gentlemen, is the conclusion

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we keep hearing the stock market is dangerous and too expensive, there is no real value to be found and we're on a one-way ticket, yes, to the danger zone. believe me, i get it there are plenty of reasons we're in an asset bubble, doge coin, a crypto currency base went to 30 krecents now. it feels like we're getting a new spac every minute. people are pouring money into the non-fungible tokens as far as i can tell, they're getting nothing for it but every time i start to worry about the craziness, we get a reminder that maybe stocks are a lot less expensive than you think. at least in terms of what other

companies are willing to pay for the whole enterprise if you won't. yesterday morning kansas city southern, the last remaining railroad that is small enough to be a takeover target got a bid from canadian national for $325 per share or 33.7 billion. 33.7 that would be a big deal in itself the stock surged 15% what matters even more is that we've got a genuine bidding war in our hands last month canadian national smaller rival canadian pacific offered to buy kansas city southern for $25 billion six months ago it was trading at $182 doing well and they are a good company with terrific roots in mexico. people don't understand how crucial mexico is to the auto industry and cars are shipped by rail i have a business in mexico and i'm always shocked you have cities that are like detroit during its hay day the volkswagon plant that stretches for 740 acres and makes nearly all the cars they export to the u.s.

almost every auto maker has a big factory in mexico because it's cheaper to make calls down there and thanks to nafta there aren't many export restrictions. more favorable than the u.s. manufacturing. it didn't change those mexican cars have to travel by rail shipping by truck is way too expensive and whoever buys kansas city southern gets to own that market. this business is more under biden than trump because biden is a free trader and not just cars take a look at kansas city southern's exposure. if you go to the site with the roots, the gulf of mexico area is the most booming part of the u.s. economy they're teaming up with front e -- plants that make plastics. this business is on fire and much more efficient to ship that kind of stuff by rail. yet, the market had this completely wrong otherwise you wouldn't have got not one but two huge takeover bids it was under valued before the

first offer and yeah, i think the other railroad operators have a better hand on what ks us worth. that doesn't mean every company is a bargain some are too big to be acquired and truly too expensive and some won't wbe allowed to make deals because of trust concerns. union pacific is great would make a fortune if they could buy norfolk southern but they wouldn't let that deal happen. too much power concentration. of course, you can't blame the rails for having the urge to merge. last night the big southeast railroad reported an okay quarter but got it up double digits, something it hasn't done since 2011 and ignited the whole group. kansas city southern out there, so remember this deal, you got to think about it the next time you hear someone whining about how stocks are too pricey. sometimes companies in the same industry are willing to pay a lot more for a stock than the market that's a very encouraging sign so don't be discouraged when so

many people insist on buying things that you think may have no value at all. i like to say there is always a bull market somewhere and i promise to find it for you here on "mad money. i'm jim cramer see you gym craiger "the news shepard smith" starts now. the next step, reform of policing begins in minneapolis i'm shepard smith. this is the news on cnbc. in the aftermath of the chauvin verdict, investigating minneapolis police, is there -- >> a pattern or practice of using excessive force, including during protests. the department of justice launching a federal civil rights probe. police in ohio shoot and kill an armed 16-year-old girl a familiar outcome, but a different circumstance the story as told by body cam video. 200 million shots in american arms. the president's messag