>> i'm on energy too, eog is breaking out from recent consolidation, think it goes higher. >> special dividend too. guy adami. >> happy birthday, tim seymour, already c. >> yep thanks for watching fast 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 cramer. i'm trying to make you some m money. my job not just to entertain but to teach tweet me or call me and text me at jim cramer. remember when everybody was

obsessed with the alphabet couldn't decide. l-shape recovery maybe a u? maybe a wm maybe a b? turns out the letter we landed on doesn't exist, unless you have a hammer like i do. much of tech sold out in the rest of the market rally, the dow gained 382 points. at least nasdaq gained something, 0.37% the reality, much, much better than almost any business person expected a year ago felt like end of the year a novel virus, meaning no natural immunity and understandably terrified for me, the trucks seemed to be everywhere right about this time in the northeast you probably knew someone who got covid, knew someone who died from it because i'm naturally paranoid i started freaking out about the pandemic in early february and spent a lot of time warning everyone by the time may rolled around i was confident that our drug

companies would be able to whip up something to stop it. either a drug or vaccine we didn't know when, i'd spoke ton enough scientists as part of my due diligence for this show to know it was a matter of time. i was here lam babasted for mu view compared me to "animal house." the idiot in the courtroom scene. couldn't believe i was betting on american eng newt pi's they fill-aid me. turns out i'm a toucher tougher fish than you think. hence the letters. the letters that spell ot trajectory of the economy are listed here. things seemed ugly a year ago, betting on l followed by a flat line. some thought we might have a w down, then up. then down again. later, a recovery a couple years out.

more optimistic looking for a u! yes, a u-shaped recovery bottom lasting, i don't know, 10, 20 months before a return people, clowns -- sorry. kocheyed people like me, because he believe in science. by the time of last may, the l taken off the table. why? secretary mnuchin and nancy pelosi and money showered on airlines, likely otherwise gone bell you-up. special unemployment benefits and a novel thing call the paycheck protection plan putting money in small businesses allowing tom stay alive, still 150,000 restaurants failed once that money got into people's pockets, the money start the circulating. fixing up your house

home depot's, lowe's and chips down line robinhood, maybe most important, savings. for a lot of that savings the stock market because the fed backed up the bonds of companies hurting banks confined ed to small and medium-sized business is the stock market instead of the l, people starede late speculating about the w however, once the summer got rolling new invecfections went down we thought we'd see our way out of the pandemic. emphasis away from cities and renaissances that accelerated each week backed by people who's spending changed lifestyle returning to work not an option. so much hope things would get

better, became a u-shaped recovery sure, people still getting sick. for a while over the summer lots of states went back to business as usual the second surge hit like a u whole companies like automakers and aerospace place shut down. no more cars if you weren't in the work from home stocks your portfolio went nowhere. by november, the character of the market changed again hearing about a vaccine that worked the pfizer vaccine it's a charm a week later, numbers from some outfit that twice called moderna nobody even cared about. well, some set some segment nobody looked at, but the virus was still raging third wave hitting us over the winter lots of people traveled for thanksgiving and christmas seriously, not through the stock market confusion and chaos not to mention the vaccine distribution, at times made us feel like the recovery was in

j jebdty there it goes, w back on the table around election time not a lot of orders coming in. urban houses keep those automobile plants closed will ya? i don't want to make any autos an amaze thing happened. biden sworn in, vaccination went more smoothly. quickly realize the simple truth. science was not only winning, science so ridk ridiculed a yea ago had won. and most businesses weren't prepared for it. automakers in particular didn't will in chips. slashed orders during the dark days of 2020 houses, bid up commodities and appliances into homes. a freak storm out of nowhere bizarre bottlenecks in california ports jacked up imported goods prices.

oil bottomed, surged higher. a new press less enthusiastic about fossil fuels then clear we didn't have an l didn't have a w. we didn't have a u we didn't even have a v. we had a new letter. we is a super v with the right side almost straight up, take it well above where we were before the pandemic and that is the situation now. right here we got an economy plagued by shortages because we had the wrong letters all along! nobody saw this kind of straight coming plus, many money managers own their own stocks as wall street printed new software, and cybersecurity stocks and pacs, money shifted into the industrials and natural resources. buying back stock for year, not a lot of supply. bottom line. implications of the super v are finally realized gains coming fast and furious. only for a very small part of

the market knop no stock created. buybacks from tired old shares scarcity creates this value. you know the alphabet, when you see it for those of you and to the phones. >> jim, boo-yah! >> caller: first time caller. >> always like first time callers. >> caller: from the lone star state. my question rocket mortgage. reported earnings yesterday. what did you think seems no luck from wall street thinking rates willeventually rise i remember back in the '80s people bought houses at 18%. 16 years, 6% a good interest rate hard time believing people will stop buying houses because of uptick in rates and rocket mortgage -- >> you're right, no one willing to cut prices. tight share. low-cost operator. people want a dividend give us a dividend people want more than just -- tell you what they really want

jpmorgan they want bank of america. this one's falling out of favor on the wall street fashion show, even though i totally agree. they're smart guys go to jackie i in connecticut. jack >> caller: boo-yah from stamford, connecticut. thanks for awesome investment perspective. >> so glad you're a member of the club >> caller: awesome thank you. jim, here's the way i look at it my earnings spectacular in amd, nvidia, apple. not trading on earnings. future earnings, pricing power interest rate environment. my question, what sector or individual stocks do you recommend adding now to offset my overweight investments in technology companies like these? for the short term and the -- >> tell you what, technology stockless come back, i think so no panic. second, i like the industrials

i like the rails and then third i like broken down consumer product stories, because they are going to start bottoming as interest rates are lower, but no need to make wholesale changes. add some of the industrials i've added into the club and i'll tell you you'll feel better a big call next week talk about your question i really like it gains are coming fast for a small part of the market that scarcity creates value. please, know your alphabet tonight, it's a pizza party, and you're invited i've got the ceo of papa john's seeing in dosh coin will keep rising can a company like ping identity continue to climb in the market? talking to that ceo. so stay with kcramer. >> announcer: don't miss a second of "mad money."

follow @jimcramer on twitter mad tweets send jim an email or give us a call, 1-800-743-cnbc miss something head to madmoney.cnbc.com.

so you're a small business, or a big one. you were thriving, but then... oh. ah. okay. plan, pivot.

how do you bounce back? you don't, you bounce forward, with serious and reliable internet. powered by the largest gig speed network in america. but is it secure? sure it's secure. and even if the power goes down, your connection doesn't. so how do i do this? you don't do this. we do this, together. bounce forward, with comcast business. all right. i'm calling it right here, right now. a bull market and pizza. earlier this year looked like the industry would have a rough time as the world reopened competition and restaurants came back this season proved pizza is here to stay. excellent number last week from dominoes and yum brands. that's pizza hut same-store sales numbers and today arguably the best quarter of all from papa john's international. the company blew away estimates.

37% earnings fee and 56 basis. spectacular 26% savings to sales growth in north america when wall street only looked for 15 no wonder papa john's stock would rally 7.3% today with stock climbing back to triple digits everyone thought it was a pandemic days numbered that's bogus, clearly. and the president and ceo of papa john's overseeing an incredible turnaround. and congratulations to the quarter. welcome back to "mad money." >> thanks, jim great to be here. >> i don't know how you're capable of doing a 26% comp. what does it mean every day for a pvapa john's store owner >> a lot of hard work. our store owners, our franchisees, team members, all put in everything that had to keep this thing going through the pandemic as transactions have grown dramatically and here we are starting off 2021 and the

business keeps going a lot of effort from a lot of great people on the ground, on the front lines. taking care of our customers. >> and how is it possible? we celebrate some very large chains that are worldwide. as is yours, but add 2 million people to their customer loyalty program in one year. how did you do it? doubled it how did you do that? >> yeah. we went from 12 million people a year ago to 20 million this year, and it really is all about our digital business it's a huge business for us. we're an ecommerce business over 70% of our business comes through the digital channels as we bring them in we do our best to kind of engage with them, make sure we're delivering great incentives for them to keep coming back and they start to realize the value and then join our loyalty program and the relationship goes deeper we just have been very focused on making our digital experience as frictionless as possible and sure that we're taking great

care of our customers. >> the doordash relationship works well for your guys. huh? >> incredibly simymbiotic more challenges to staff a restaurant because of how much business they've been doing. the aggregators great partners helped us get through our busiest peak periods. >> i always told my kids since they were little papa john's has fewer ingredients than your mom and pop place in your local town, and it's always been that way. i think that's served you very well during this period? >> we've made a strategic decision we are going to stay focused on what makes papa john's special better ingredients, better pizza. focused making sure everything we put in every pizza is the best we can procure and no different with our innovation. putting the best in everything

we make. >> you're an innovator, stuffed crust, papa d's. haven't had it yesterday you sent fantastic stuff is that what we're having for dinner >> i hope so if not you're missing out. it's unbelievable fooled our team is coming up with creativity coming out of our culinary group is just amazing the poppa d has been a great hit. launched last year in february followed up by shaq-a-roni talbed about that a couple times and our stuffed crust exceeded every expectation for the innovation we launched and customers love it. stuffed crust pizza customers are the best pizza customers they come back more often. higher ticket averages, greater frequencies. we're really happy how everyone received the stuffed crust this year. >> is that a sample of -- because you're so digital you actually are able to know what the customer wants and, therefore, have a better

relationship with that customer? then again, other local guys may not have the technology do you >> absolutely. papa john's was the first brand to launch digital ordering back in 2001. we spent 20 years getting this right. over the course of the pandemic, as you know, the industry has had to move to more of an online ordering capability, and delivery we've been doing that a long time we think we're the best at it. as we've built the model, we've learned more and more about our customers it really understand what their wants and needs are and deliver on them. >> are you learning more about your customers in cambodia >> [ laughter ]. yeah cambodia and germany our two latest markets that we've opened now we have 15 markets globally. sorry. that's funny we're learning about them. learning about all of our customers but have a lot of white space, jim we've got our competitors in about 100 countries globally we're in 50.

big markets like australia, brazil, france we haven't penetrated there yet. we're working hashed making sure we can bring papa john's to everyone around the globe. >> same time still putting up united nations a lot have stopped you have no problem putting month are in >> absolutely. we want to take really good care of our customers in markets we see opportunities to strategically place new units, reduce the time to delivery and deliver better service we're making big investment there's both with our franchisees as well as the company. putting our own capital into new restaurants because we believe so much in what we're derive from that. >> i was looking at the quarters from lyft and quarters from uber, and i was thinking that they really truly need, because of the price of drivers, they really need to have autonomous i think it's far away. you guys, by giving if to doordash, a shortage of drivers is their problem

not your problem correct? >> you know, there's a different challenge across the industry and across a lot of industries right now on drivers, but we've done everything we can to be the employer of choice throughout over the last year made sure we're taking good care of our employees offer free college, free telehelp medicine. doing everything we can to be, to retain great talent and the take care of our employees. >> one last question very nice woman, i feel terrible about it, i went on your website, to olivia bottom right corner. see how many jobs i could get. there are a lot of assistant manager jobs open. is it -- is it hard to find employees? olivia is terrific, by the way she's like a buy, but terrific a lot of guys are open for papa john's >> yeah. hiring like crazy. we've added over 30,000 jobs in our company over the last year across our system over 100,000 people we've hired if we could find them we'd hire

10,000 more tomorrow anybody looking for a job, great place to work. we'll take good care of you. come on in. >> all right i always love to hear that, because i no these are people who could look for a job and end up owning a store, and end up making great money that's the american dream. rob lynch, president and ceo of papa john's. great quarter, great work. ever since you've come in, what a star fantastic numbers. good to see you. >> a team effort thank you, jim. papa john's. winner pizza dinner more "mad money" back after the break. >> announcer: coming up, can this company make you money by changing the rules of the game >> everyone else is playing amazon's game. etsy plays a different game. we lift up our sellers. >> announcer: cramer gets crafty with the ceo of etsy, next.

incomparable design makes it beautiful. state of the art technology, makes it brilliant. the visionary lexus nx. lease the 2021 nx 300 for $349 a month for 36 months. experience amazing, at your lexus dealer.

what the heck just happened to the stock of cramer fade

etsy beloved marketplace for all sorts of handmade goods a lifeline for small business during the pandemic? last time etsy had excellent results. no one cared about the numbers, management guidance for the next quarter was pretty dispiriting the world goes back to normal forecasting a big slowdown with gross merchandise sales growing 5% to 15% although not what a lot of analysts are looking for. revenue plunging down to more like 20% and don't get me started on profitability. making that seems to be a big chunk of explaining how they benefit from stimulus payments something investors hate to hear, it's one-off now everybody's laying on the focus the company's about to face comparatives why the stock punched today. cut and run? even down that much? earlier we sat down with josh

silverman, president and ceo of ets et etsy take a look. >> i don't like to disagree with guests i've learned to respect him and understand his acumen. never been good to become a customer of etsy it's actually easier to sunday the neural aspects, but maybe i'm a victim of being a habitual shopper as are my children josh, isn'tit possible the thing you're doing making it easier for business and sellers might trump the concern about a drop-off, because the government stimulus money runs out? >> well, first, i couldn't agree more, and 90 million people agree with you, jim. we had 90 million active buyers in the first quarter. and, in fact, we had 8 million habitual buyers. our most loyal buyers that

bought six or more purchase days spent $600 or more, up 600% year over year. we are absolutely delighted with what's happening in terms of buyer activity, frequency and loyalty on etsy. >> let's take advantage of the fact that it is right before mother's day of course, i was speaking to my daughter, who is both a seller and a buyer. she said, because of the personalization had no problems finding what to do her boyfriend, again, likes bowls. personalization, they are it i have to believe there's learned behavior from the shutdown last year that's continuing and probably in some ways accelerating for the holidays, because people recognize that 90% of them can't find this stuff anywhere else! >> that's true 90% of etsy shoppers say they come to etsy, because they're looking for things they can't find anywhere else and that's what etsy does different that's what's so special about etsy you're buying from the person

that actually made the item and they're making it just for you and including a lahandwritten note everyone else is playing amazon's game. trying to sell you the same mass-produced stuff and ship it ffter than amazon and sell a little cheaper good luck. etsy plays a different game. we lift up our sellers now 4.5 million artisans, crafts people selling on etsy you can connect with directly and buy from. >> again, my experience, others experiences, if you're not happy or you think there's other ideas, you contact the seller. it's very, very different and the word you use from one of your pillars i think describes it is -- trust. there is no trust in the process of mass buying and selling there is trust on etsy. >> absolutely. a very high percentage of purchases on etsy involve a conversation between the buyer and the seller and that's often customization hey i love that shirt.

can you do it in short sleeve or long sleeve? i love that desk, can you make it in the following dimension? it only happens on etsy, builds a sense of communities and has trust and craftsmanship. a unique experience. we think a better way to shop. millions of people are finding that and agreeing. >> i plan this weekend what am i planning, my etsy piece. described what piece as a hardware store that has something interesting, that everyone else in america is using. but when i use it on etsy i've got gardening, something we learned during the pandemic continuing now that the pandemic is lifting >> gardening and all kinds of outdoor activities are going really big on etsy right now everyone is so excited to be able to be outdoors and now the cdc says you can be outdoors without a mask in public if you're vaccinated so people are really rushing to take advantage of that, and one of the great things about the

etsy model is that it is so dynamic. it is so responsive to consumer trends there's 100 million things for sale on etsy right now, and anything that is suddenly hot, for sure we've got some of them for sale on etsy if we don't, our sellers will make them within hours to respond to that trend. >> the semantic bridge which is a term that i love, is a radical change from where etsy was three or four years ago, and makes the process so much easier to find what you want. again, the changes, josh, are they going to make it for a permanent, higher increase every year, in people coming to etsy, worldwide by the way germany, too. >> i believe that's true in fact, when we asked buyers in the united states and the uk, name your ten -- name your favorite places to shop online etsy is now a top ten place people name in both the u.s. and the uk we don't ask your favorite

handmade place or favorite place to buy home funnings or part we just say favorite place to shop online. etsy is now a top ten in both the u.s. and uk i see no reason why we can't be a top five and higher in years to come. >> i agree particularliy highlight influencers love it and that's the new way we afterwards. again, trust you've got influencers trusting etsy. >> and talking about the uniqueness of their tastes and how they can express it to their community. so so many influencers who love etsy who are passionate about its around talk about etsy to their community already, we've create add tool those it influencers can kword their favorites on etsy and broadcast out to their commune, say here's what i love on etsy. that shows desirability, the specialness, the uniqueness, the scarcity of items on etsy, and allows etsy to reach many, many

different diverse communities in ways that feel very personal to them. >> now, we understand obviously there was language on the call which independenicates could be slowdown i could emphasize, but i say let others emphasize that. icy secular growth of craftmanship seller uniquely a partner with the buyer, and if others do what my family does, of which there's no reason why they won't, it will be etsy in the top one or two ways to go i'm not saying same at amazon. we all love amazon, but it is the great alternative of when many felt vi alienated during the pandemic, josh this is a way to come together etsy. >> i couldn't agree more, and i think the past year has caused a lot of us to dig deep into what we value what do we care about how do we put our money where our heart is i think a lot of people say,

maybe i want to buy fewer things but i want the things to mean more i crave more human connection. etsy is a very different way to shop that is more human that is more unique. that is more special and we'll always need mass produced products that we use an then they end up in a landfill two minutes later. we'll need some of that, but also a huge role for buying things made just for you and that you care about. >> let's leave it there, because i think that's the long-term view of etsy josh silverman, ceo of etsy. i'm a passionate believer and user thank you for all you do >> thank you, jim. you rarely get a break in this stock why? because it's what we call a secular grower they gave you the negatives. they, i think have to do that, because truth is their game. but it's really not a game the essence of connection is etsy. stay with cramer. >> announcer: coming up, need an investing idea

just ping me cramer sits down with a company that wants to have your back from log-in to log-out next. zero-commission trades for online u.s. stocks and etfs. and a commitment to get you the best price on every trade, which saved investors over $1.5 billion last year. that's decision tech. only from fidelity. cal: our confident forever plan is possible with a cfp® professional. a cfp® professional can help you build a complete financial plan. visit letsmakeaplan.org to find your cfp® professional.

♪♪

still one more volatile day for text stocks able to buck the trend and move higher. look at ping identity. cybersecurity play handles identity and access management 8%, a terrific quarter most tech stocks have gone down. of course, ping had already sold off hard earlier in the year a $37 stock when peaked in february pulled back to $23 yesterday probably the last quarter widely panned since then not able to get traction against the whole enterprise software space as i

said at the top. last night ping report add solid top and bottom line bead accelerated revenue growth even better management raised its forecast and a nice outlook for the next quarter saying positive things about the new cloud-based portfolio, too why the stock bounced today. but can it keep climbing in a market so hostile to tech on a daily basis? the founder and ceo of ping identity getting a better read on the quarter welcome back to "mad money." >> great to be here. thank you. >> okay. so you make very clear there are certain metrics you should be graded by, and you blew out that metric you blew out the annual revenue, what we want, because of so much less volatility. how did you do it? >> jim, you know, the clouds are lifting a little bit on enterprise budgets and projects and so as companies get more optimistic about the future and a little bit more stable, we're

seeing a resurgence of interests in identity. of course, covid accelerated a whole slew of things already in the works. the shift to work-from-home put a spotlight on identity. so yes, you are right. annual recurring revenue, a key metric of growth for ping. really pleased with results of the quarter and seeing good interest now building in the pipeline as companies come back and want to take on larger projects. >> quoting a jgigantic retailer, no name, it's really important decided only in ping how come they can choose a ping over the king? >> well, to be clear -- microsoft is an important partner of ours. every large company has a large microsoft suite of applications that they consume. >> right. >> but in this particular case, this company chose ping to be

the independent provider of identity, to span all of their clouds, all of their applications on prem and the cloud. we're really good at large enterprises providing employees, the workforce, a single point of ebt entry, eliminating passwords and secure amongst everything. and do so across many clouds many companies realize they will consume services from multiple clouds having that identity controlling independent of those clouds gives them future agility and choice. >> okay. and enterprise level but about three months ago my wife said, know what we're going to replace the tv in the living room with a video got a giant viindi vizio hang it herself. she's handy. somehow it knows it's me how? >> underneath personalization of all of our gadgets and devices our tvs. it is being, identity is viewed

as the controller really the linchpin to bring services together from the point of view of the end user. so all of us just want a single identity log in to the identity and get access to all the content, services, games, other things we wants to order online. the vizio tv is transforming that business as that screen, it's become smarter over time, what we're doing with vizio. >> so that is you? i mean it does know me and know what's a ping, what i want to do, where i go i don't realize it's ping, but it is ping >> we're inside of a whole slew of consumer services that you would never quite realize, but wee behind the scenes, somebody needs to secure your identity. allow for all the personalization features these days there's a lot of privacy regulation companies have to comply with making sure they're not sharing your data with partners that you haven't

given consent to so securing your identity, that personalization, all of that is ping. >> one last question a lot of people might say, jim, you have opt on and therefore no room for ping in okta but you make it clear there's room for both you indicate okta's most recent acquisition is really very divergent from what ping brings? >> they're zigging we're zagging's which is good. as we place bets on the future look, this is an absolutely enormous space end of the day, you can't secure what you can't identify. so in this new world, we're really connecting every user to every service and application and piece of data. everything to everything so it really is an enormous space. in our particular case, we focus on large enterprises, the global 3000 search othever 60% of the fortue

500 and enabling great user experiences, passer-less experiences, call center experiences and securing the workforce now working from everywhere it really is just an enormous space. >> definitely think there's room for two. some companies there's ten industries, 10, 20 providers here we just know of a couple and had you a great quarter. the market loved it. thank you so much, ceo of ping, simple, p-i-n-g. always great to see you. >> thank you. good sometime kwwhen a compy reports a good quarter, stock goes higher. that was ping. "mad money" back after the break. >> announcer: up next, cramer bringing the thunder answering your burning questions in today's edition of "the lightning round.

♪ when i was young ♪ no-no-no-no-no please please no. ♪ i never needed anyone. ♪ front desk. yes, hello... i'm so... please hold. ♪ those days are done. ♪ i got you. ♪ all by yourself. ♪ go with us and find millions of flexible options. all in our app. expedia. it matters who you travel with. it's coming back to you now... real pants. find amex offers to save on the brands you love. one of the many things you can expect when you're with amex.

she thought that squirrel on your brand-new at screen tv was an actual squirrel... leave it. purchase protection for what you didn't see coming one of the many things you can expect when you're with amex. what if you could have the perspective to see more? at morgan stanley, a global collective of thought leaders offers investors a broader view. ♪♪ we see companies protecting the bottom line by putting people first. we see a bright future, still hungry for the ingenuity of those ready for the next challenge. today, we are translating decades of experience into strategies for the road ahead. we are morgan stanley.

are your hr processes weighing down your employees? on to quarterly projections! into strategies for the road ahead. expense report! if you're using multiple systems, re-entering data over and over time sheet! using email and spreadsheets to manage information and approvals, then your hr systems are a drag on productive time. with paycom, employees enter and manage their own hr data in a single, easy-to-use software. visit paycom dot com and schedule your demo today. do they know this door is locked

>> announcer: "lightning round" spornserred by -- td ameritrade. it is time some of the -- >> buy sell, buy sell, buy sell! >> and then the "lightning round" are you ready bernice in florida bernice? >> caller: cramer, i have to say i love "mad money." >> oh, thank you thank you. >> caller: yes now, i've been watching a long time a little history, former employee and in new york, now i reside in florida. my question is concerning my stock, of course should i keep it or sell it? >> okay. there's a feeling that the regulators are going to be tough here, which is why i prefer

american lech telectric power'st keep tev other eap allen in new york. al allen? >> caller: bia boo-yah from brn neck, new york >> what's up >> caller: appreciate your work. my wife loves you, atkr. should i trim or hold? >> how do you know atkr? this is a great little company i mean, i'm not kidding. this is one that with pullback, pull back even like $2, i would just tell people to tyto buy it a gentleman, bill, please, come on the show. your company is magnificent! jeff in colorado jeff >> caller: cramer, how you doing? >> chill doing well. what's happening >> caller: got a question on innovative industrial properties. >> oh, i love that

that's the best -- the smartest way to play cannabis, man! you know then the second is the grow gene generation that's the first i should talk about it more. eric in south carolina eric >> caller: boo-yah, jimbo! >> boo-yah. >> caller: a small biotech economy -- >> they're doing okay. you know speculative stock but not -- not making any money it's, as a matter of fact -- huge amount of money betty in vermont betty! >> caller: well, hi there, jim thank you so much for taking my call it's my lucky day. >> it's my pleasure. my pleasure. >> caller: and on the nasdaq listed at erit. >> that's making a comeback. i actually think at this point, i don't tipplely recommend this. nokia is better buy. faster comeback. ted in arizona, please

>> caller: boo-yah, jim. >> boo-yah, ted. >> caller: i'm a longtime watcher and i thank you for some great stock advice. >> ah, you're terrific the chill says thanks. what's up? >> caller: more. thank you for your philanthropy with a trust. >> giving away more than $3 million. >> caller: should be stock, petpetco. what's going on there? stock price -- >> i am a believer in, in, ron, i am a believer in petco i think it's a terrific stock. i know that everybody likes chewy. i say there's more room than just chewy i think you've got a good one. i need to go to andrew in colorado andrew >> caller: hey, jimmy, chill high boo-yah for you and the team.

>> i like the spirit you're showing. how can i help >> caller: calling about the reopening stock madison square garden entertainment msg -- >> you're calling about a winner's that's what i think it's a terrific idea, and i think it's a good stock. and i -- i think, i like it a lot. and that -- that is the conclusion of the "lightning round" [ buzzer ] >> announcer: the "lightning round" sponsored by td ameritrade. coming up, ready to eat your spending power so what can you do to curve inflation's appetite cramer's got the recipe. next.

♪♪ ♪♪ ♪♪ new projects means new project managers. you need to hire. i need indeed. indeed you do. when you sponsor a job, you immediately get

your shortlist of quality candidates, whose resumes on indeed match your job criteria. visit indeed.com/hire and get started today.

a lot of money managers following the hedge fund playbook what i call it i was one at one point clear about what you need to do when you start to get inflation in a rapidly growing economy

buy inflation winners at any price and dump everything else again, as we see from the stocks, at any price you don't need a lot of brain power for some of these ideas. they know your face pap company's mining copper and price of copper goes up, a winner why it keeps going up. and another excellent mineral company. i like cleveland lifs, iron ore transformed into a steel company. lowest cost of any steel made on earth. and also nucore. on forever on the show you know i like. boy harks it paid off. obvious winners. you play the rotation buy something like caterpillar, too. weren't they a good story? told us they're not in trouble rep, cat's got a big mining business anything good for miners is gore for them, too. what else works?

royal oil quite a run. low as well. they have been changing stripes. i prefer pioneer natural for growth and chevron for glorious dividend and, yes a very good, with mike worth, esg thought patterns save some of that, by the way. and the plant operators i think the biden administration will make it next to impossible to construct these. making existing pipelines more lucrative and they're going up and cut-throw competition in the industry demand for energy rising with no new pipe most of mass limited partnerships a favorable tax structure. i'm worried the white house might take that away they are democrats in that case you want kmi. probably do better in a tax hike one more group investors are flopping to now. this is, well, quizzical the banks.

may seem counterintuitive. inflation seems bad. right? not a traditional bout of inflation. commodity prices rising. tear itches on lumber and steel a discouraging -- and higher costs fueled by unemployment benefits may be better not to work were than work ends in october. banks have nothing to do with this stuff think about it banks are digitizing, have too many employees trying to shrink her footprint and fire people. these shortages mean nothing for jpmorgan, bank of america or others listed here instead a hedge. inflation turns out not transitory, and entranched, fed chief powell will have to raise short-term interest rates. fabulous for banks earn interest money just turning on the lights. seeing strong moves by bank of

america, jpmorgan, citi, considering hedged inflation plays. i'm not that crazy about this style of investing i think the banks should have to hire a lot of people, things are this good, and increasingly convinced powell's right the inflation will be transitory something happens, demand surges back and supply takes a while to catch up any one commodity starts going, just one, dominoeses i think they're all come down. because they're trading in sync. watch corn, lumber most vulnerable. and semiconductors in shot supply for years to come please the cycle,cycle. that's prong plastics plant cominging back. bungled the way they shut them down but they'll come back enhanced unemployment goes away in four months and say good-bye to wage inflation. sure, buy the inflation winners. this action tends to be temporary. only so high the price of

copper, and steel can go before the whole thing becomes self-correcting. when it does, you will wish you own more than just the red hot stocks of the minerals, oils and the banks. i say, always a bull market somewhere. promised i'd find it just for you on "mad money. i'm jim cramer se ah, the covid optimism is everywhere, but now -- now we have the data. i'm shepard smith, this is the news on cnbc this hospital covid ward was packed, today, empty. >> we peaked at 217 patients in early january. i actually didn't ever think we would get to zero. >> the new projections how to avoid millions of cases and save billions of dollars. the florida governor signs a new law that restricts voting. >> you know, voting is supposed to be a secret ballot. >> he's hit with a lawsuit before the ink