is a good place to hide. >> guy >> just say no to the donuts, mel, just say no, you don't have to do it pen gaming earnings on friday i think could be interesting. >> need a lot of will power though thanks for watching "fast money. "mad money" with jim crame >>. my mission is simple to make you money. i'm here to level the playing field for all investors. there is 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 trying to make you money. my job is not just to entertain but educate and teach you. call me or tweet me @jimcramer suddenly it's all bad, the demand, reopening, stimulus all

bad? the growth is troubling? we're told we have to sell now because things are so good it means someone has to get hurt. that's the party line where the dow gained 20 after being down huge s&p tumbled 6.7% and nasdaq nose div dived. before everyone jumps off a building, maybe you won't, right now the markets have what i regard as an old sports writer from the days when i covered foot ball at florida state is having a quarterback controversy where you don't know who is number one and number two and the last thing you want in football currently happening to the green bay packers and aaron rogers and gust hosting jeopardy, today we got a quarterback in the federal government treasury secretary janet yellen came out of left field or i don't know, the end zone and implied the federal reserve may have to raise interest rates to keep the economy from overheating. remember, she was the last fed

chief. this is after jay powell said it too early to raise rates because we're still a long way from full employment doesn't it feel like we have two quarterbacks for yellen, it reminiscent of the worst call from the fed after years of low rates and continue inflation within six weeks it blew and collapsed and did real damage to the economy powell is the one calling the shots now, not yellen. which brings us to inflation pretty much every commodity is running now and that's bad news for most companies but there are winners, too think freeport the copper company or steel makers like cleveland cliffs or new corp they sell prices and go up and that gives them operating leave rage where it produces a gigantic increase in earnings. there is another company like due mpont even though the company is putting up great numbers, the

raw costs are surging, too they can pass the costs on to customers, it's not as good as straightforward inflation winners like the copper plays and steel. finally, you've got the pure inflation losers most businesses fall to this category sadly but some worse than others like kroger or albertsons the margins are so thin any increase in raw cost can be devastating, something goldman sachs pointed out. if you're thinking one out of three ain't bad, remember there are very few stocks in group one, the pure inflation winners and tons of stocks in group three, pure inflation losers and the great tech let's keep it simple look at the beaten down semi conductors demand for chips is off the chart and there is a shortage so you think the stocks would be flying because the underlying companies are printing money that was the narrative until ten days ago now the stocks are in the dog house. why? because a shortage creates the seeds of its own destruction

no chip maker benefits from the shortage take something like the f-150. the ford truck ford made so few of these versus the previous month, so few, it was frankly unsettling going back and forth with phil lebeau about this. it is a fraction of how many they normally produce and there is demand. there are lots of chips that go into these but only some are holding up the process if you sell the other chips, you had a bad month because of ones that can't be produced we may make 18 million cars and that would be less if you make the chip for production to stall by other semi companies second and much worse everyone in the induls istry is screamine need more production what happens if we build all the chips, pricing with collapses. if you're worried about the new capacity, it makes sense to sell

semis now. okay i want to throw in all the instability to one where we get a huge chunk of our chips. the people's republic of china wants taijuan back and making incredibly hostile gestures. the endless flyoverers, i don't think they have the ability to conquer taijuan, maybe on too much of a sentimental ebut with the u.s. carrier group in the area they can hold naval exercises to make the semi conductor shortage worse it's not going away. president xi is not going away each scenario is bad news. we need a smooth transition out of the current shortage into strong demand but more likely it over corrects by adding too much capacity you need to watch the semi conductor. their stocks will actually tell you how this ends up they're now in the same position as the copper and steel companies, they can charge whatever they want as costs stay

the same we won't know what will happen we know the semis are an extreme case of demand but this is happening all over the economy, appli appliance, lumber, tools, freight, cars, paper, chemicals, plastics, you name it. that's a the shooing match it brings us back to the quarterback controversy. they slammed the brakes on the economy slowing down the purchasing power of anyone or everything if that p happens, 2022 will be worse than 2021. that's right it will be a dreaded down. jay powell on the other hand bel believes we can handle the inflation and thinks the cure raising interest rates might be worse than disease powell wants us to get back to a tight labor market to help the downturn that haven't benefitted true, man, oh, man, am i ever with powell?

as jamie diamond explained, booms are good and there isn't too much of a good thing we've yet to experience classic demand to anybody that sells things could happen. i don't see it happening now even though i can totally see and feel inflation from oall sides, i'm sticking with jay powell as my quarterback the plastic plants will come back online and semi companies will add more capacity and bring in more raw materials. in the meantime, i need you to recognize we're in a forgiving market investors like to buy high quality stocks and we'll remember most semi conductors aren't commodities and winners and losers it's our job to pick the winners like buyers pick industrials at the bottom of today's market how about we go to bob in massachusetts, bob >> caller: hi, jim i'd like to hear your thoughts on cisco it seems to me to be a quality company with a good dividend in the right price. >> i couldn't agree more

i think that cisco has got good management and chuck robins has a good balance sheet and dividend and prospects because now with the enterprise portion of 5 g will do well. i need to go to garrett in new york, garrett. >> caller: boo-yah, jim. >> boo-yah. >> caller: so i had a question about this stock i currently own 500 shares at $18 and i've been holding for almost a month, been down almost 30% in the last three months wall greens and cvs are doing fairly well. with the covid-19 vaccine my stock should i buy or hold >> rite aid? i like best of breed rite aid isn't best of breed, wall greens has a but ceo. cvs has a new ceo. both better than rite aid.

may i go to chuck in texas, please, chuck? >> caller: hey, how are you? >> i'm good, chuck, how about you? >> caller: great hey, i was wondering about something, what your thoughts were. >> all right fire away. >> caller: i'm 60 years old and 70% cash and 70% equities. do you think that's too conservative >> yes, it a bet against yourself, sir. you don't want to do that. what happens if you have a long good life like my father at 92, what are you going to live off of take it to 50% in the next big decline and slowly, not at once and otherwise you'll regret it and regret me. that's my plan for you inflation is here but i'm on the team of fed chair powell and i want the ball. he thinks it's too early to raise rates and i agree. on "mad money" tonight i'm sitting down with the ceo of goodyear tire to find out where the rubber meets the road.

ups versus fedex but which company can deliver the right gains and i'm sitting down with the ceo of zebra technology to find out how products can help businesses navigate the new normal so stay with cramer >> announcer: don't miss a second of "mad money" fo follow @jimcramer on twitter have a question, tweet cramer #madtweets send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to mad much dot cnbc.com.

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makers had to dramatically cut production hear phil lebeau talk about the f-150? if you could buy the stock of something auto related that thrives when people drive whether there are new cars or used ones or warehouse auction i'm talking about the goodyear tire and rubber company that reported a fabulous quarter and reported a monster 31 cent earnings beat higher than expected sales on 15% year over year, 1-5 while management isn't willing to provide federal guidance they did give you a lot of useful commentary to raise prices however, because the stock had run so much, it's currently at more than 65% for the year it actually sold off a bit in response to the quarter. i like that. good year more than quadrupled from last year still cheap plus, they got a nice catalyst in the form of this cooper tire acquisition that i so much wanted to happen closer to later this year. don't take it from me.

let's check in with rich cramer, no relation the ceo had a better read on the quarter where his company is headed. welcome back to "mad money." >> thank you, jim. any time i can be with the brother cramer, great day. great to be here. >> what i say? i got a lot of k.r.s and n.c.r.s in the family. you're the way to play autos because we don't have to worry about new or used. i don't in front of me a tire, this tire looks like it can't get a flat is that possible >> it is you have a tire in front of you that's a great way to deal with some of the shared mobility initiatives coming forward you're probably not going to want to drive that every day in your vehicle going back and forth to work or on a long trip, but if you think about a robo taxi from up down to downtown that only goes 30 miles an hour and managing a shared mobility fleet whose focus is cost per

hour, that tire is a great answer loath lots of future use to that, very cool. >> you guys are about the intelligent tire you distinguished yourself from competitors and i know this because my wife is on the waiting list for the new hummer. gm reports tomorrow and who doesn't want the new tesla and you got them both. they can go to anybody, right? you would think they went to some fancy german -- no, they went to you. how did you win both of those accounts over? >> well, those are both great -- we have a lot of great customers, certainly those are great customers and innovation partners of ours, as well. jim, both of those are the hummers and e.v. and teslas are obviously e.v.s and it a different technical solution that goes on the vehicles. it has to be a tire that can take the weight, the load of a heavier vehicle because of the batteries. it has to deal with the durability from the torque on the axle and has to have improved rolling resistance to

deal with the range anxiety that people have and it also has to be quiet it's got to deal with noise because there is no engine noise anymore and of course, you can't sacrifice any ride, handling or performance. that's a big technical solution to be solved and right in the wheelhouse of the goodyear tire and rubber company. >> i by no means mean to be critical of your regime or recent but in the '80s and '90s, good year was a financial play it was never a tire play and when i was at goldman, people would say it going to get a bid. i regard this azs technology on wheels so to speak you had to disftinguish themsel. that's been solves, right? >> jim, i think you're referring to the tariffs out there and i think we are absolutely for a level playing field and i think if you go back to the previous

tariffs in place in 2010 and 2014, you're basically saw the impacts of 245 and we also saw that they weren't long lasting in so far as tires went to other southeast asian locations. they are pointed to south korea, thailand and vietnam there is a chance they are long lasting and can help the market in terms of setting up the level playing field. >> i'm glad you call it a level playing field. i'm probably more of the people on tv. i am so adamant because i saw my father's business be destroyed by dumping and people don't understand, it's not fair. these companies are state sponsored and want our market and you had to fight them with technology that isn't cheap and you worked down your debt dramatically $650 million this quarter? >> yeah, you know, jim, we always are focussing on the balance sheet. our goal is to get back to

investment grade and that's a priority and we'll continue to put our efforts in that it's really important to us. i'd pick up your point on technology because i think that's the competitive discriminator and as we think how we're going to market with some of our market retail concepts talking about how we make the tire buying process easier to the work done in our intelligent and integrated tires, wait for us to really play in this new mobility ecosystem that will be with us for the next 100 years. >> you several times on a fabulous call were really struggling to keep up with demand and you talking about how there is just incredibly level from everything, heavy demand from you and i start worrying about a rubber shortage. i got the semi thing already going but how at rubber? we got enough? >> jim, short answer is we do. i've been doing this a long time, you know and i started

with the company natural rubber was 20 cents and you may recall mid part of the last decade we were at $2.65 a point and went back to 40 now we're in 60, 70 and essentially what you see happening is two things. it's either speculation or a lot of china putting rubber in warehouses all during that period, i never really had a problem -- we never had a problem of getting supply of that natural rubber so it's something that's always out there. a lot of speculation going on. i can never say never about something that could happen to southeast asian rubber trees but that's really not been a problem and the team has been managing it brilliantly. >> so glad you heard what rich said about china warehousing rubber, that's what they are doing to semi conductors rich, you're doing a remarkable job. can't wait for the losing of cooper that will be huge and the

rationalization you'll own america and deserve it rich cramer, president and ceo of goodyear tire so glad you came on the show. >> thanks for having me, jim, appreciate it. >> ten times earnings. this may be the way to play autos when we all struggle to find a way "mad money" is back after the break. >> announcer: coming up, special delivery cramer goes off the charts to see which parcel carrier can overnight you the biggest return next

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on an ugly day for the nasdaq, let's focus on new york stock exchange companies that held up fine let pfocus on united parcel and ups stocks have roared higher in the past couple weeks.

if you seen them, they are probably the standouts of the market covid winners that continued to make new highs as the world goes back to normal but at a time invest tors are worried how the economy could peak at any moment, could they have more room to run? i like both stories and like to take my emotions out of the equation with a quantitative approach so tonight we're going off the charts with dan fitzpatrick, founder of stock market mentor and real money.com. we'll get a better read on these two giants of transportation ups and fedex. full disclosure, i prefer ups. they delivered a stunning quarter with carol, brought her on several times and i think she's being tirely underestimated fitzpatrick disagrees with me and says ups runs too much he likes fedex his reasoning, ups a better company. fitz believes fedex is the better stock this is a daily chart of ups

the company reported a blowout quarter. it was one of the most energized quarters i've ever seen. since then the stock surged 22%. it's now nearly 25% above the 50-day moving average. okay so you see the gap this is a very strong stock. it's so strong that fitzpatrick worries it's too extended and too far up after 22% moves in a single week. meanwhile smart traders will hold off on buying and see the resent break you see this action that you have to know how to play it. the zigzag is a nice straightforward pattern and three phase process. phase one, after building a base trading sideways for a long time the stock breaks out there is faze one. boom that's what ups did. the stock had been basing in

pattern since october. there is a lot of people that got frustrated and sold the stock down here. okay the basing was a launch pad. last week we got lift off and the stock broke out with a monster move higher but now fitzpatrick thinks we're headed to phase two yeah, the pull back. after stock explodes higher pretends to peak temporarily, that's what he thinks. as we get a wave of profit taking he doesn't expect ups to repeal the entire breakout that would be disaster friendly. that would take it below 180 but this is a $214 stock now he wouldn't be shocked if you got another bite at the apple at a lower level. finally, there is phase three. ups a nearing the end of phase one so already up 22% in a short period of time so have to wonder how much further it can go before it gets hit with a pull back the stock is zagged, okay? i'm sorry, it's already

ziggeded now he wants it to zag that's when you pull the trigger. if you don't already own ups, this stock got away from you it a mistake to chase the levels i don't like chasing, either he recommends waiting for it to come down on profit taking there and boom, you can get involved i'm actually pretty torn about this i don't like to chase if ups does pull back and get it at a lower level, that would be a fabulous buying opportunity but put on a small position up here because there is a real possibility the eventual pull back could come from a higher level. so i'm disagreeing with fitz i think it will go here and there. he expects it to go down a lot and you'll get your chance i don't think you'll get your chance so there, it's tech versus funding check out the daily chart. nice run over the past couple weeks. a lot of it is history of ups.

over the last five months it on just begun to break out of the upside if we use the same zigzag formula, it barely moved or started phase one yet. fitzpatrick points out from december through april, the stock built a very solid base similar to what we saw in ups so you can see that base that looks like ups specifically fedex peaked in september and pulled back pretty hard, all right? it's kind of interesting how much it came down. the stock plunged 23% from 300 down to 235. technicians like fitzpatrick, they determined -- they often der determine the price targets through semiaccept -- semitary and a measured move gets you to

365. given a breakout from the base, fitzpatrick says a 20% move like this would make sense over the last several months. yesterday's breakout of 5 million shares is much higher than average that's positive remember, when it comes to interpreting the charts, volume is like a polygraph and tells you whether or not a move is lying a breakout on high volume means the rally is telling you the truth. the big money is loading up on fedex right now and they do have the power to push stocks much, much higher. how about the zigzag analysis that broke out over the $300 level. phase one is just getting started. we don't know how long the phase will last but upsrallied 22% during phase one meanwhile, ups is 25% above the 50-day moving average and fedex is 9% from the moving average. he recommends buying fedex here and waiting for the stock to peak and pull back before you

add your position. in other words, buy some as it begins to zig and the money will zag lower. $365 price target. this has more room to run. the charts are interpreted and ups might need to cool off, nug f -- uh-uh fedex needs to play catch up for those of you focused on the long term, ups is a superior company so buy a little here and hopefully the pull back lets you buy more murray in florida. >> caller: boo-yah, jim. i hope you're feeling better. >> i'm back big time. >> caller: i spoke to you ten years ago about csx. sell, hold -- >> ewhy would you ever sell? listen and listen good, murray that was beauty. union pacific held a meeting today and i loved lance frizz, he's great and the railroad

business is fantastic and had a sell off you're doing terrific. i love union pacific, too. what a terrific analyst meeting as i said fedex is giving you an entry point here but for long-term investors, i personally prefer the united parcel service it's had a strong run so i recommend buying just a little at these levels and putting on more on a pull back. much more "mad money" ahead, looking for under the radar way to play the reopening trade, i'll tell you if zebra technologies will do the trick what a stock why you shouldn't bet against comebacks in the second chance market and we'll get the industrials at the low wow. all your calls rapid fire in tonight's edition of the lightening round so stay with cramer

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whenever you get a hideous sell off, take zebra technologies the enterprise asset technology company that helps clients keep track of employees and data. think of them as an arms data for anyone that needs to worry about logistics. this morning zebra reported a glorious quarter sizable top and bottom might be 25% organic growth and truly stunning outlook. it came in much higher than expected and management raised the revenue guidance dramatically 18 to 22% growth for 2021 from 10 to 14% now pre usely predicted but thanks to the meltdown and all things tech today zebra stock couldn't rally and tumbled 2% that's ridiculous. can't complain when you get incredible numbers for free. zebra is a huge multi year winner for us which is why i see any meaningful weakness as a

buying opportunity so let's take a closer look with arouaround -- anders welcome back to the show. >> thank you nice to be back. >> it's hard to describe the numbers picture perfect but you gave us 25% organic growth and a fantastic outlook and told a story and i like the words used in your deck pandemic behavioral shifts drive urgency for zebra's solutions. so why aren't you talking about what it kind of super charged your quarter. >> yeah, we had a fantastic quarter. you know, great outlook. my 13, 14 years at zebra, i don't think we've had quite the quarter or outlook we announced today and we see that the pandemic has really changed buying behaviors the trends around automation and

d digitization is picking up steam. the largest companies deemed essential pivoted quickly to retool themselves to be able to support how their customers want to interact with them then and i think now we're seeing smaller businesses come back from, you know, from a tough 2020 to try to rebuild the same capabilities as the bigger brothers have. >> i was quite surprised by how strong track and trace for a wide range of cases including health care patients seem like it become imperative during this period. >> yeah, health care continues to be the fastest growing where people over quite a long time now. patients in health care, they're expecting a more digital experience and the whole pay sh patient journey needs to be digitized. drive greater efficiency and also improve the quality of

care. >> yeah, there was -- i recently had back surgery and i wish that i had been a top-ranked university hospital that recently selected zebra's mobile scan and print solutions to integrate with the health record because of instead of being asked every 30 minutes who i am and what i do, it's right there, right? >> that's right. instead of asking who you are and why you're there, they can scan your wristband and machine readable bar code and all the things that has to happen to you while there. >> i have to believe every insurance company once they see this will demand it. it could be the end of the traditional malpractice problem. >> you know, hospitals that implement our solutions have lower insurance premiums because malpractice suits go down a and less medical errors. >> i was struggling to see what maybe causes people -- look, when we're in a tech sell off, the fact is you're not really tech

you're useful, functional company that does many things that happen to be technology jp said, you know what we expected a limiting valuation multiple upside. to me, multiples expand when earnings and sales expand and in your outlook, you clearly gave a much brighter future than what analysts had expected. am i correct did i read it wrong? >> no, absolutely. i usually say principle i don't project what will happen to share prices because i always get it wrong but i certainly wouldn't have expected today's outcome. we substantially ly raised the outlook so it's hard to say any of this could be in the expectations. >> i also think, you talk about broad based demand but you're saying there is larger deals to come in the pipeline so you actually have some visibility on large deals between now and your end

>> yeah, good part of the reason we can raise the outlook for the full year is our visibility has gone up and we are seeing a good traction with larger customers, our city customers who are having bigger projects but see the small and medium size businesses come back that segment is particularly hard hit in 2020 but we've seen them in the last quarter and starting in q 4, they really have come back and started to retool themselves and get back to business. >> is that in every continent? every region was strong. even latin america was strong. the demand for zebra is extraordinary globally. >> yeah, very broad based demand for us we saw each of our main product categories, each of the four regions, each of our markets were up double digits. that is not -- that is outstanding results for us we're very pleased with that. >> look, i was thrilled it a smaller company but people have to realize the top e commerce

companies almost all all use e commerce, right? >> we're in the financial services industry to some degree many of the largest companies in each of the retail e commerce, health care, manufacturing, transportation and logistics are large customers of zebra. >> look, i'm adamant every time this stock has come down, i have pounded the table because you're in probably the secular growth speed sweet spot for e commerce and for health care, for retailers, for brick and mortar, for the post office, for everybody and of course, for the largest e commerce players that we all love. anders, congratulations on a major, major win quarter fantastic job. good to see you. >> thank you so much. >> guys, you're getting it this is what i'm talking about at the top of the show you get zebra. they'll be fantastic and they

will say why was i able to get it at a discount the craziness of the market. take advantage of it "mad money" is back after the break. >> just chill out. >> is this chill master j? >> the chill man is in the house, he's happy. >> the lightning round is coming up when "mad money" returns. for skin that never holds you back don't settle for silver #1 for diabetic dry skin* #1 for psoriasis symptom relief* and #1 for eczema symptom relief* gold bond champion your skin ♪ ♪ gold bond - [narrator] if you're thinking about going to school online, southern new hampshire university is where you belong. we've been online for more than 25 years and have helped thousands of students reach their goals. as a nonprofit university, we believe access to high quality education should be available to everyone. that's why we offer some of the lowest tuition rates

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so what do you love about your always pan? the non-stick? incredible. the built-in spatula rest? genius? i just learned to cook and this pan makes it so easy. what happens when we welcome change?

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bobby? >> caller: hey, what's your opinion on bti >> british american -- i don't recommend tobacco stocks sorry. got to find another guy to do that matt in california, please, matt >> caller: boo-yah jimbo. >> boo-yah. >> caller: nanno dimensions. interesting play. >> everyone loves 3 d because cathie wood loves 3 d. i love 3 d 3 d is the greatest. there, i did it. let's go to joe in virginia, joe? >> caller: cramer, how are you, my friend? >> joe, doing well, how about you? >> caller: doing great shed some light on xci. >> death and taxes you can't invest in taxes or death. i think it's a good stock to have steve in new jersey, steve >> caller: hi, jim how are you doing? >> doing well. how about you? >> caller: doing okay. my stock reported earns last week and updated 2021 guidance what's your thought?

>> they shot the lights out and i'm a big believer and have been for ages and i got to get one but i'm afraid it to be too noisy and my neighbors won't like me and i regard myself as being a peaceful neighbor. holly in florida, holly? >> caller: yes, jim cramer, i love you so do my grand children i thank you for helping me encourage the grandchildren to save their money and to start investing it at a young age. >> that's what it's about. that's what's show is about. i'm not trying to help those wall street whatever they ares, conquer wall street. i'm trying to help you, what's up. >> caller: my stock is ufp industries. >> it's good up there with

lowes, i'm putting it up there with trek. you have horse sense and so do your kids and i congratulate you for doing the right things with stocks and brandon in my home state of new jersey, bran ddon? >> caller: boo-yah, jimmy chill. >> boo-yah. >> caller: what do you think of the chips? >> not a bad idea. that's a good idea you know, you're right and it's got all the life sciences to it. i just did a piece about life sciences good idea. our viewers are smart. how come they don't call about game stop and amc. why do they insist to make money for people let go to mark in florida, mark? >> caller: hi, jim, i'm looking for great cramer insight on apply materials -- >> this is the one i'm keen on this is the stock to watch because think reported one of the best quarters in the world we had them on the show. the stuff is great and yet, the stock has done nothing but go

down and that's because people feel that they're making so many devices that they are going to flood the world with chips i don't think so i think this stock is going to make a stand at about $118 and at that price, buy, buy, buy i stuck my neck out. rick in new jersey, rick >> caller: boo-yah, jimmy chill. >> boo-yah. >> caller: boo-yah as a big fan. >> thank you. >> caller: as a fellow restaurant owner from new jersey, i got a spac restaurant opening play purdue that's been flying under the radar 500 restaurants, what do you think about fsb? >> i have to do more work and the inauguration of long shore men tonight and bar miguel reopens tomorrow this will be up my ally because i do know restaurants. my wife was cleaning the floors today. i said what's going on she said don't ask

she was cleaning the floors. the floors look really good. you can eat off the floors but i would not recommend that let go to phillip in north carolina, phillip? >> caller: jim, thanks for taking my call. >> my pleasure. >> caller: thanks for giving us retail investments, too. >> thank you, man, thank you. >> caller: what's your take on standard motor products? >> i always liked them i don't understand why the stock is stalled maybe people are worried they too will be hurt by the semi shortage everyone has way too negative about this darn stinking semi shortage they get that japanese plan up and running believe me and they are, that thing will hum i need to go to persad in michigan. >> caller: hey, jim, such a pleasure to chat with you. >> pleasure is mine. >> caller: thank you for all you do and us and your ability to see changing market trends and provide insights about that is awesome. >> thank you thank you. >> caller: thank you so my question is, jim, with

blowout results from google and facebook based on strong advertising revenues, with china's fast recovery from the pandemic and recently announced the motors and earnings coming up, what are your thoughts in starting a position? >> the stock is down so much i don't know how much they can throw it with the darn thing i like your call i thank you for your kind words and everybody'sand that, ladie and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade coming up, are profits hiding in your favorite stocks false bottom the doors are swinging open at the second chance saloon next.

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accenture

if stocks could talk, they would be saying wait, don't sell me, i promise i'll make it up to you. we had a brutal sell off

let's look at a textbook example why you shouldn't sell off let's talk about the drug stocks a week ago they walked in, talking about merck and bristol myers and i'm talking about el lilly reported serious disappointments, the thing from software companies this is one of the most consistent groups out there. these bad numbers were shocking. the only major drug come pan though putting up descent numbers was abbvie what saved them is botox a funny thing happened after the fiasco many other drugs weren't prescribed nearly as much as you expect because of the pandemic and patients certainly wouldn't go to a hospital, certainly not for elect tielectives. do people really put a higher priority on botox than life saving cancer treatments

maybe they do. the explanation is holding and the defenders are out in full force. doesn't hurt these companies have good dividends and loats o cash look at eli lilly that is just hammered over the last few months when i had the ceo on the show in february, this was a $200 stock and the company revealed encouraging data that sent the stock plummeting $180. the stock clawed it way back to the high 180s but then get totally relaxed again. miserable quarter last week. right back to 180. like chutes and ladders. authorization they already had and that's created a real base for the stock. more importantly, i believe their alzheimer's drug can work if taken long term, which would make it a winner, not a loser but i admit management hasn't done a good job with the presentation and i'm being such an ambassador of goodwill saying that i don't know how to do it

better as a chief spokesperson for the american migration foundation. i think down 30 points represents real value, that is more to do with the nature of the stock market than eli lilly i like eli manning more than el lilly. he makes fortunes and when the stock got crushed, you got to buy it money managers agreed because it rallied today. we've seen this happen countless times but very hard for anyone to remember that you're supposed to buy, not sell when stocks are collapsing consider the ones disappointing waste management they reported so, so numbers and wall street gave up on it and then it's rocketed now it's 140 how about united parcel? in the 160s and now loved at 214. l brands, pretty much left for

dead when it sold off 36 they can't get enough of it at 65 pepsi co disgusting in the o140 os. clorox, who takes the stock from buys straight to sell when it's within spitting distance of the 52-week low. i say thanks for nothing this kind of thing keeps happening because the analysts are powerful when they downgrade a stock they cannot the price down and believe me, they glorify it when they are moving in the same direction but just like you have to know how to read a room when you walk into it, you have to know how to read a tape and the tape screams i'm not done yet. that's why we bought amd with the travel trust with that turn around at the end of the day, enough is enough already. don't forget, companies aren't o oblivious and comebacks can be a given. think about it if amc and gamestop which is

backed by the 10 million self-described degenerates can come back, do you want to bet against someone like eli lilly remember that next time you sell something, you might be creating your own bottom somewhere else will is always a bull market somewhere and i promise to find it here for you on jim cramer. sue you tomorrow "the news with shepard smith" starts now \s president biden sets a new goal for covid vaccinations. i'm shepard smith, this is the news on cnbc. >> our gold by july 4th is to have 70% of adult americans with at least one shot. >> the plan, the obstacles and the role of your family doctor. subway overpass collapses, train plumb mets, children among the dozens dead. the search for victims and answered. storms ravage from texas to the east coast the