>> covered, but are an investment strategy that are a good replacement for a buy and i think we ought to do that with philip morris international. >> that does it for us here on "options action. meantime, do not go anywhere "mad money" with my mission is simple -- to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer! welcome to "mad money. welcome to cramerica my job is to try to making you a little money, educate you and try to teach you call me at 800-743-cnbc. even on good days like today the

market is treacherous, opening good and finishing strong. dow gaining 500, nasdaq jumping 3.13%. this one whip stalls you every day. just when you think you got the new pattern figured out, well, it just smashes you to pieces. friday's bear markets, the shorts cover their positions in case something positive happens for the weekend. this is a pattern almost all of the bear markets i studied and maintained so get used to very interesting positive fridays in this bottom line, everybody is focused on the federal reserve and not the fundamentals ask yourself, do the stocks that come through here matter sure, if they're good enough stock of apple, i'm not sure we avoid the mark with that incredible number last night ask yourself why we own them in the first place. you may forgot who it's like to make money after we complete an amazing period ten days the losers outnumber winners every session. longest period of disapointment

in 20 years! >> the house of pain >> at the same time yesterday that s&p os larry i talk about, the one i followed since 1985, it hit minus 10, most oversold reading since the crash of the start of the pandemic, almost always been a buy, down 10 whenever we get that oversold, hold your nose and buy sure enough, triggered a nice rebound today. remember though you need to use the strength we're going to be getting to lighten up on the conceptual stocks. as the fed turns, you need to stick with the stokes of tangible companies that make things and do stuff at a profit. which one is my david? why don't we go to our game plan to figure things out the next monday morning we get results from the classic company that makes stuff and does things worldwide, the spin-off of the environment old united technologies we have to figure out if there's a slowdown in china. caterpillar hinted there is. so judy marks, the venerable machine is humming she has large-scale construction

worldwide. her numbers are spectacular. after the close the sexy conductor reports -- and you probably don't know this guy e. this is the most crucial choke point in the audio industry, they make chips for the outios can they meet demand for 2022? i sure hope so excellent field communications technology that lets you use your cell phone as a credit card, if apple is going up against square in that field, nxp might be a logical partner. let's listen tuesday we her from exxon. people are getting comfortable on the oils, and you know i think you should, oil and gas are counting on being notoriously difficult, something that misled the people who sold chevron today, which was really much more of a depreciation issue. i hope you bought and didn't sell it could take down the whole oil patch with the so-so number, that's your chance to buy the best of breed, which is, again, chevron, as we have club members, including today, in our regular meeting at 10:20 a.m

alphabet reports, this market can have high standards. sometimes tear risk quarter generates no interest whatsoever i wouldn't be surprised if alphabet delivers just that. my suggestion, if it's really good, put it on your shopping list, wait for the next market wide swoop it won't be long in coming it's like a bus. do you know amd, which reports next tuesday night, is down 27% since the year began that's horrible. this despite the fact they just got permission to buy die lex, a positive kwoops the stock is jumping but that usually turns out to be a bungee jump and you end up higher than you started. my take, buy some. i think the decline in amd is wrong headed as i see it, amd has gotten way too cheap on the 2022 numbers. there was a seller out there today that was such an idiot he tested jimmy chill's patience. enthen pay pol pal, talk about testing my payments. we know they can't all be

winners. it's a source of tremendous anguish for me i call pay friend at home, not paypal it's no friend of mine paypal's been cut in half and i feel that. and it's still being punished. assign buyers have had it would growth and rather own b.o.b., boring old bank. i came up with that today. let's see if he can say something why it's okay to own growth again, but don't hold your breath, new fintech is hated as much as new fintech is loved. could this happen if they realize how cheap general motors stock has gotten gee, this should be gm's moment. it just ain't that bad one more on a tough day, starbucks. interest in unionizing for the qualifying house really going? impact on congresswoman on store hours and shifts has the china lockdown almosts hurt them at all this is why starbucks is down 17% for the year

hopefully they can quantify the pain and limit the damage. meta, formerly known as facebook, this is a company that's been consistent for quite a stretch and for once it doesn't seem to be attracting much criticism for its business practices. i think it's helping small businesses a lot be able to develop their own businesses on instagram. i think facebook is worth owning, bong for digital advertising and the metaverse. ab zi, company you don't think of, it has a lot of new drugs, yi yields 1.4%, i think it's run so much so you might as well wait to buy but it will have a good year, abbvie i might be bold and tell you to buy it ahead of the quarter but this is not a great moment for boldness the future does not belong to the -- you get the picture we're really in a fall staff market discretions thursday we hear from a pair of stocks who i'm recommending to investment club members, eli

lilly and they have huge drugs for alzheimer's and diabetes in their pipeline and honeywell has an enormous aerospace business i believe is turning meanwhile the stock is a dud and hasn't stayed a dud for a long time stay tuned darius adamczyk will do something good for us. and tesla claims millions of orders for its new pickup that doesn't the yet exist, i think 2022 is ford's year. quite an electric vehicle following. they can tell us all about the battery-powered f-150 lightning, arguably the most exciting new offering from ford in decades. then amazon, once starry member of f.a.n.g. that seems to have completely lost its luster people saying i got out of amazon the poster child for the kind of stock this stock market does hate i'm a believer because i'm going to overlook this particular period why? amazon retail, amazon web services, amazon advertising is why. those are all terrific entries,

great businesses but again you have to be patient, take some hits, be willing to get hit over the head wait until you see the quarter before you buy do not buy this stock ahead of the quarter. i think you could be hurt. i just don't want you to get hurt after all apple reported an incredible quarter last night. still can buy $162, $163 and went out on $170 friday can't come fast enough. i'm looking for regeneron to tell good stories. sells 11 times earnings. united stock, new drugs for asthma and it's time for bristol-myers to stand up and be counted tell us something new about the drugs they picked up and where are the miedio cardial numbers i think shareholders might like what they hear but they have to hear it first. and last week the analysts jump call to call to stay on top of the companies they cover i think the days will be controlled not by earnings but s&p futures, all related to jay powell so have your buys ready for the hideous, nauseous

moments. i've got to tell you something, i bet there will be plenty more ahead. luka in texas. luka >> caller: the og jimmy chill, boo-yah! >> boo-yah, my friend! best day of the year what's happening >> caller: i appreciate you forever. this stock was as high as $1,700 back in november today it lost almost 1,000 points i'm sure the business model has beenchanged. my question is on shopify, buy it >> i think shopify, there have been people who say they had a downtick and had to close some fulfillment centers. i think they should come on and just tell us if it's true and if they didn't, then you buy. but until we hear, let's prouder dry. next week is the last week of earnings season the week will be controlled by people talking about how many interest rates we're going to

have, not earnings hike/earnings, hike/earnings i'm going to do stuff on football next week, remind me. on "mad money" tonight, wall street champed over boot street earnings but should they give it the boot and i'm going to speak to a national clothing company. and perfect to have a defensive portfolio, not just call options and doge points you want supply chain animations rockwell automation, stocks fell after reporting the beat chance to buy here let's talk to the ceo and stay with cramer.

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why can't a stock catch a break? here's a future related on western footwear and the dow, but like so many growth stocks eviscerated over the last couple of months, plummeting to 85 and change what do you want that also includes a horrific 10% decline in the wake of what i thought was a solid quarter. some degenerate headlines called it a miss. it wasn't a miss the stock has come down substantially so you're getting fantastic numbers for free, and make no mistake, they're awesome numbers. 61% revenue growth, 127%

earnings growth. insane numbers for retailers they didn't give us much in the way of guidance but sales were up more than 50% in the first four weeks of january. what in the heck is going on here is it too exhausting for all of us i think boot barn is getting the boot because it's up too much. but it's a profitable company, real business. these levels, cheap. don't take it from me but the president and ceo of boot barn he had a better quarter and what's coming next welcome to "mad money.." >> thank you very much, thank you for having us on again. >> jim, before i get to the nitty-gritty, i will make a statement and see if you hear this, there's a sense among institutions that you know what, the great growth stocks, they want to be in value. they don't seem to care what you do because those numbers that you did are the best of any retailer i follow. >> thank you thanks for acknowledging that. you're pretty pleased with the quarter for sure, perhaps a little perplexed by the stock

reaction but we're in it for the long haul and we're continuing to build a highly growing company, growth top line and bottom line and evaluation will take care of itself over time. >> let's play devil's advocate i look at the map where you were when i first started talking with you you had few stores now you seem to have stores everywhere room for more stores >> absolutely. we can at least double, if not triple, our store count. we're doing work now to really build up on a market-by-market basis where we can put additional store count but every indication is brand-new stores in brand-new markets are exceeding our expectations as we build new stores in existing markets, we are seeing less cannibalization than we expected new stores in markets you wouldn't consider western are doing extremely well so when we lay out our guidance for next year, we'll update our addressable market but it will be north of the 500 that's out there now and probably more than

double where we are today, approaching 300 stores. >> that answers that question. now, you talk about the idea of the country customer, who can be bigger than the western country. is that because the western customer is tapped out >> the western customer is hardly tapped out. if you think about it, we were continuing to count strongly positive prior to the pandemic and prior to our outreach to extend our customer target market to include this just country customer and we're still seeing a fair amount of our comp from our legacy customer base when you decompose our same-store sales or total sales growth, about 80% of it is from transactions and about half of that is from new customers and half from existing customers so the western market is far from tapped out but we also have now dipped our toe, if not our foot, into a much bigger market that includes sort of a customer

that's just adjacent to a core western customer. >> at the same time if you told me what they were wearing in oil country, i would be tempted to buy that because then i would say that's very realistic. you have a substantial oil country business and it's got to be going given the fact they're heading towards $100 for oil. >> it is historically at least over the last couple years, our oil markets and products that sell specifically to that customer candidly has been declining, despite the fact that the price of available oil has appreciated and red count is starting to slowly come back up. until recently, at one of the things we announced yesterday is we're now starting to see growth in the quote/unquote oil patch we're seeing growth in work apparel that's resistant that they need to wear in the oil patch, which has been negative probably two straight years turned double-digit positive in january. so we're excited about that.

seems to be a resurgence in that part of the business amazingly, despite the fact it's up 20%, it's still a drag on our total growth, which is higher than that. but certainly signs of life there. >> last devil's advocacy, because i'm dealing with some analysts who was quoted being questioning your growth, you are less promotional now, not more promotional, correct >> that's correct. we started with a model that was almost entirely full price yet we continued to find places to eliminate promotions or shorten them or become less reliant on sales. and we have very little clearance product now so that's helping our margin rate also and by the way, i like that you're playing devil's advocate. i have been dealing with investors all day who are playing devil's advocate and we're kind of fighting that trend, it seems, across the board. >> if i have a different view.

the sellers are wrong and they're not that smart and they're scared and they don't want to go for a long run, which is what you're supposed to do with a stock like boot barn. we learned that from the great peter lynch in the '70s. when you have something in one area going national and has a big footprint, you don't question it. when it has dips like this, jim, you just buy them. periodically, it goes out of style. jim, honestly, i spent a day trying to find out what was wrong and i concluded the only thing that was wrong were the sellers. >> i think the concern -- and you called it out -- is there is a fear the growth has been so outsized that we can't cycle it. one investor was so bold to say, your stock would have done better had you only been up 25%. i almost feel like i need to apologize for the outside growth we're putting up look, 12 months from now, 24 months from now when the world has settled, hopefully, and normalized a bit, we'll continue to have a business that has growing top line, growing bottom

line we added a billion dollars in sa sales since we went public and there's plenty of opportunities for us to continue to grow the business. >> the supply chain doesn't seem to be all that much for you but maybe someone says it's working is the problem >> what's the problem? >> supply chain? >> look, what we are facing is all of the same challenges that everybody else is facing we're aggressively knocking them down so our supply chain has been a challenge, but we just announced our inventory is up 22% on the same-store basis somehow we figured out a way to get product on the shelf and be there for our customer when they're coming in looking for a pair of boots or jacket or cowboy hat so kudos to the team and the outfits and to the field for managing through the difficulties that everybody is facing with supply chain. >> i will say this now, everybody knows everything there is to know right now about boot barn all the tough questions were asked. if you still don't want it,

maybe you want to be cds, maybe dogecoin i want to be in boot barn. i want to thank jim, the president of boot barn, for coming in and explaining to us like he always does. thank you, jim good to see you. >> thank you, jim. >> growth stock buyers, it's a tough time but if you give up on your own strategy and listen to somebody else's strategy, i guarantee, you will lose money "mad money" is right back after this break. coming up -- master the unknowns be ready for any market. another edition of "am i diversified" is coming up next

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only be described as a roller coaster and terrifying roller coaster at that.

the whip stall is enough to make anyone nauseous but i want to stay in the business despite this and i've got to tell you, it's not easy that's exactly why it's important to always keep it diversified portfolio. as i talk about later, you can't have all options or tech stocks or all health care you need to be diversified so you don't get blown out. this is where you call me, you tell me your top five holdings, and i'll tell you if your portfolio is diversified enough or maybe you need to mix it up a little let's start with a tweet from @mr.cunningham32. this was skreally rather extraordinary. how about @amd, u.p.s., cvs, coca-cola and ge, should i keep adding to these? [ buzzer ] all right, coca-cola, i love what they're doing, of course, with the new topo chico hard sell, that will be a winner. but other than that, the ceo is

doing a good job ge i thought the quarter was better than expected, other than the power business i don't really like, but i think they delivered a good number. i do not think, by the way, people trade this stock rationally they need a big buyback and dividend to help them. cvs, amazing amd, how many times, check twitter 60 times, buy it, buy it, buy it beverage, drugstore, transportation and industrial, that is what i want. little controversy but i want it i say thank you also for not saying really horrible things about me, which i appreciate let's go to ryan in maryland ryan >> caller: hey, jim, it's ryan from baltimore i have been in the stock market one year and i'm holding apple, airbnb, boeing and my favorite is lucid and my boomer bus is asdr what's your thoughts >> well, see this is really interesting. this is a younger person,

obviously under armour dressed as he's from baltimore and he's got crazy stuff here but it's only one because he wants to space services stock and people like space by the way, morgan brennan, who i just think is fantastic, is doing a lot of stuff in space you should be watching really notice her beat but this is a spac and identified as a spac boeing got a big guitar order tonight -- not guitar like hero but the actual gutter. more valuable. apple, and airbnb one of the few stocks i endorsed. i know it's getting crushed but here to stay lucid, relike them we have auto, hospitality, space, aerospace and great tech. i like this for a young person he has his whole life for astra to go to zero. maybe it will, maybe it won't but i hope it does let's go to adam from my home

state of new jersey. >> caller: boo-yah >> caller: hi, jim, this is adam from new jersey. these are my twins. >> jim, sorry the eagles couldn't make it to the big game but go birds >> caller: i'm trying to build a strong portfolio so i can retire early and spend more time with these twos >> rprx royalty pharma >> caller: and one i'm in the house of pain on, gsi. so jim -- >> are we diversified! >> this is a family that trades together, most certainly i have to tell you before i get too -- i want to make this point again, just like that younger person, i want to see different kinds of portfolios depending upon the age this hannan armstrong, debt equity finesse, that is not what i want, not a speculative

situation, it's an opaque situation. the pharmacy company is a slow growth company kkr is okay and ppg, and michael who i really like, missed the quarter, four, five times -- three times, i'm sorry, i just said that. but the past is good in terms of diverse facation what's not good, i don't see the great growth i would want for these two young kids who are so si terrific the growth is what i want. super growth for young people. that's how they make big money let's go to ross in virginia >> caller: hi, jim, this is ross weinstein from norfolk, virginia it's an honor and privilege to finally talk to you. i want to thank you for the many years of guiding me through the wilderness that is the stock market my five starts are -- bl blackstone, pfizer, lowe's, google, and vichy properties jim, am i diversified?

>> wow [ buzzer ] wow! vichy properties, we had them on -- listen to me, we had them on when it was at 15 i liked them they were basically gaming and yielded 5. the stock is now 28 and they keep upping the dividend i like that stock, vici. gold an deal, very smart google reports next week i think they will have a good quarter. lowe's interesting, marvin puts good numbers up after good numbers up but all i hear is he's not there yet he's going to be there when he gets there, stock will be appreciably higher. pfizer, way too low but it's now viewed as a post-covid play and people don't like it that's a mistake they have enough money to get off their patent clip. blackstone, i don't know if you caught yesterday, what an amazing quarter. private equity, real estate investment for underneath casinos, one of the premier retailers of all times and drug companies of all time.

what happens, you take a sleepy drug company run by bureaucrats and put a real scientist in there and you can just crush it! that's a memo to everybody who also is in technology who's run by lawyers and accountants guys like me, get scientists get engineers to run these companies. lisa sioux, great engineer, amd. dan from pennsylvania. >> caller: hi, jim this is dan from downing town, pennsylvania i want tofirst thank you your knowledge and guidance -- i can't say i made much money this year i don't know if anybody really has, but i didn't lose a lot of money. i want to know if i'm diversified. my top five holdings are apple, amd, bosh health care, starbucks and morgan stanley so am i diversified? thanks >> did you try -- it's like turn, turn, turn the yard birds of the bird, whatever. to everything there is a season, which is a little more biblical than you realize let's look at this i told people today in my

morning meeting 10:20 meeting, go by bosh health. breaking into three companies i really like. people are worried there will be no ipo for him to do it. do not worry about him, buy barb buy bausch. morgan stanley, he too like this gentleman from downingtown, p.a., we are going to do better than everybody else and that's exactly what they're doing starbucks reports next week, i'm concerned with omicron and starbucks staffing but not as nearly concerned about the labor unions amd i had to defend it specifically today against stupid sellers and jimmy choo almost lost his temper but amd and apple, we can no longer have that absolute diversification you can no longer fool around. i will suggest caterpillar should replace them. caterpillar was actually good or

chevron, that was the deuce. but idiots did not bother to understand or know what depreciated. but this is good thank you for everybody who's trying to do -- i know these are club members a lot of these are club members. i think you will be rewarded if you belong to the club we're really working hard for you. much more "mad money" ahead, including my helpful rockwell automation as everything is automated, can rockwell automation right the ship and then the apple quarter bountiful and robinhood, based on the quick option. what did last night's reports teach you about participating in the market one is long term and one has a dpuz i'll give you my take. and also coming up tonight's edition of "lightning round. stay with cramer you've seen him in the a.m. and you have seen him in the p.m. but cramer's working hard to give you an edge in the market all day every day. >> this is something we batted around just this very morning

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♪ i think there are certain things that surprise me so far, and no one else says this besides me, but i don't care i developed a more skeptical attitude take this company that helps others automate their manufacturing operations, labor cost saving, people. this is the type of stock that's worth buying, especially since it helps businesses offset

rising labor costs but replacing employees with relatively cheaper machines they don't break or get drunk or sick i like all of that stuff but since the start of the new year, rockwell automation is down, like many other stocks but wall street is not giving them a second of a doubt i thought this was smoking 17% organic growth and looking towards 13%. but they left their forecast unchanged, and that meant the future would be weaker-than-expected and the stock sold off hard. personally i think they're just being cautious and they may want to keep estimates low so they don't miss them. let's speak with the chief and ceo, mr. blake welcome to "mad money." >> thank you, jim. >> i want to get one thing off the table, the idea you did not raise your numbers, even if you had a great quarter, should not

be interpreted as you saying that's the last good quarter >> no, absolutely not. we've got a great year of growth in the quarter we've talked about $2.5 billion worth of orders. we're expecting now $9 billion of orders for the first -- for this year, which is absolutely just a whole new level for us. we had puts and takes in terms of the chips that we received to ship product between q1 and what we're expecting in q2 but the first half and second half are still in line with the guidance that we gave at the beginning of the year. >> that's what i wanted, i'm taking that off the table p now, we spent a considerable amount of time with peter recallens, terrific guy, lucid. i like cars, and i like driving his. but i couldn't figure out how he's going to make them because he's not a big company then i read he chose rockwell automation it really is in many ways rockwell automation that's building lucid cars, isn't it?

>> it's the technology that we're proud to be providing to lucid and a lot of other people in the ev and battery business it's also the expertise. we've been providing automation in the automotive business, you know, for half a century or more and with the new portfolio, with flex software, with fix, those are already having an impact as well on the information side of the plant floor. >> there were some series of strategists, top-down guys, who were talking about how the fed needs to hike eight times, ten times. all trying to outdo each other don't what we really need have the economy go along okay and you guys get hired to figure out where there's a labor shortage and make it so there's better productivity >> yeah. it's a huge opportunity and across so many different verticals, the winning hand is the technology, but it's also a skilled workforce.

and so being able to have employees who are comfortable interacting with the technology, adding the technology for the basic automation, and then gaining the insights from what's happening and plowing that back in to a whole new level of throughput and quality, that's living across automotive, life sciences, e-commerce, semiconductor, name an industry. >> let's name one then i thought it was very interesting. you got places we know it's harder to get employees, i have to say, i bet you a tire factory, they can't get all of the workers they want. suddenly i read in your note, tires, straight business for you. >> yes, we have a wonderful market share business around the world because it's such an automation-intensive industry, but it's also an opportunity to add new innovation so they've long used the basic control but now they're adding the software to be able to analyze what's actually

happening on the plant floor from tire prep to tire building and the curing and to bring it all together to increase the throughput through the whole plant. >> china needs it too. ask a lot of people in china, they wouldn't need so much automation they seem to be more digitized in a lot of industries than we are. >> they're trying to climb that productivity curb in a much faster time than we in america and other western countries did. so they're proving very open to trying out the new technology at a faster clip, and so when you look at their ev industry and their battery industry, you know, we're seeing great wins there as they're embracing very quickly the automation and, of course, we're encouraging manufacturers in the u.s. to move fast because that is the game, to get the installed base and to be able to get to scale quicker than the others. >> one last area i thought was

really impressive. we all have problems we know we don't have enough semiconductors, we just don't. we don't have enough semiconductor equipment or factories. it seemed you grew 25%, strong double-digit growth in all regions, and leading the strong growth it could be at the end of the rainbow, a pot of semiconductors at last, right >> it's interesting because we use a lot of semiconductors for you multiple suppliers in our intelligent devices and controllers and so on. but we're also a critical supplier to, you know, pretty much all of the semiconductor manufacturers. so we're doing everything we can and you're right, in some cases, we are on that critical path to increasing their capacity, which in turn will benefit us as well as other manufacturers it's an interesting circular kind of effect. >> you're kind of our hope there was a tough call from a company missing parts to make their quarter. ter adine was criticized as

supply chain we need because the semiconductor capital equipment guys need equipment. people don't seem to realize that someone makes the stuff. you make that factory happen and it isn't just people with wrenches >> yeah, that's absolutely right. it's the technology so as they do bring the new capacity online, it's going to be resilient and we're going to be able to meet the demand that, you know, is present in so many industries everything from vaccine production to packaging food these are all areas you wouldn't initially think requires semiconductors but in our controllers and other intel intelligent devices on their production lines, it's absolutely essential to do these fundamental things >> and the last question, if you're jay powell and you keep hearing supply chain is the problem, maybe the answer is automation you are better at making a bad supply chain to a good one. >> we think we're in a great position to help the world

recover and get to a new level of productivity and it's broad based, across so many industries so i'm very happy with the hand we have currently. >> you should be what an acceleration, since i saw you last, which was also great then m jim morath, amazing company, american crown jewel thank you for coming on the show. >> thank you. we end with the stocks down but not because the company is not doing well, the company is doing fantastic. you either believe, like i said before, in companies that make things, real stuff, sell them at a profit and give you some of the money back or keep buying stuff that's just all -- i don't know, what you call it a miracle? more after the break. coming up next -- >> let's make money together >> cramer's bringing the thunder and answering burning questions in today's edition of the "lightning round."

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i the "lightning round" is sponsored by td ameritrade. it is time it's time for "lightning round"! [ buzzer ] and then "lightning round" is over are you ready? carrie >> caller: hi, jim, thank you for everything. >> you're very kind. you're very kind what's up? >> caller: i'm a newbie also. >> okay. >> caller: your thoughts on threadia. >> it's kind of stuff that used to work and kind of interesting growth clothing exchange and i just got to tell you [ booing ] sam in texas, sam? >> caller: boo-yah, jimbo, from

houston, texas. >> all right guess town what's up? >> first, i would like to thank you for everything you do for the investing community. >> thank you, man. you're getting it. that's what i'm about. man, it's tough. there's a lot of people who think -- what do they think i'm in it for? shoot, i should be down in del rey sailing. what's up? >> my question today is about asanya. >> asanya, okay. there are 72,000 collaborative software companies, 72,000 not really but there's a bunch and i don't want them. they're not worth it let's go to david in california. david? >> caller: hey, happy championship weekend. >> hey, happy have fun at work day! all right. >> caller: okay. that's okay too. well, so historically this could be a good time for some selective small caps, and i know you've been positive on the

rails. so i was wondering if you think of the small cap manufacturing, it's profitable, great dividend, i'm talking the greenbrier company. >> i've always liked that company. that's a company that makes things and does stuff that's valuable we're short those cars we don't have enough i say buy buy buy! it shouldn't be done how about we go to andy in kansas >> caller: hey, jim, thank you first-time caller. my stock is hillebrand incorporated. >> business machine products, perfect. i like it, always have 12 times earnings. makes things, does stuff, dividends. works! maria in florida, maria? >> caller: jim, it's so silly, i can't believe this, thank you for taking our call. i'm an investment club participant. look forward to your morning meeting. my stom is hrip. i picked it up anticipating the infrastructure bill it's down from $154 to $203. is it time to take our earnings

elsewhere? >> no, no, no, be here i think it will be good. same reason why i like united rentals. i'm a believer same reason i like new corp. 10:20, i some good stuff to say. you stay in the club and stay with this one. i have to profile myself, it's so good. and ladies and gentlemen, that's the conclusion of the "lightning round" >> the "lightning round" is sponsored by td ameritrade. coming up -- an apple a day keeps the creditors away cramer has one core stock to help your finances hey healthy in an infectious market. don't miss it next thinkorswim® by td ameritrade is more than a trading platform. it's an entire trading experience.

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you don't need me to tell you how rough this market has gotten today after today's rebound, you may need me to tell you how to stay in this game for example, when you look at the numbers from the millions of people trading using robinhood, you know, i'm aghast even if the stock went down today. you know, what's the dollar boost from $11 they've got a very good app.

most people are using it not to invest in common stocks but to trade options. man, if you're buying coal options in this difficult period, pieces of paper that allow you to turbocharge your returns by taking on a ton of extra risk without really an edge, other than this afternoon's rally, you're probably losing a tremendous amount of money, especially over the last ten days. there's a cosmic irony in the fact robinhood reported its miserable quarter at the same time apple reported a truly set of fantastic numbers apple is the old own it, don't trade it options are the old own it, trade it short-term vehicles short term, expiration dates with all of the excitement from last year's meme stock lunacy with gamestop and looping lunacy if you got out early, robinhood never got past the rap stage the rap does beat candy crush but if they ever come out with a app of its own, i think robinhood app could be surpassed. rather than mentioning with options on robinhood, you should sit tight in a high-quality stock like apple, maybe

accumulating more when people give it up last night's quarter was tremendous, from macs to iphones, the prescription razor blade business that goes through the razor that is the marvel that is the iphone apple houses, 1.8 billion devices, upwards 70% a year ago. people buy the phone for its quality and stick with apple for all of the different acute traaments. no wonder that stock jumped 7% today. so that's why i'm asking young investors to keep listening up, i beg you, own something, own it for the long term. buy two, three shares a month if that's all you can afford. that's how i started reinvest dividends over time and you'll have a chance to make big money. this is something i talk about on our morning meetings i want you to be involved in, the cnbc investing club, 10:20 a.m., only for investors members.

and they make real profits that they can return to shareholders. that's not robinhood it's apple to a t. apple makes the best products in a world. they set records with every business line including gross margin for so many devices, dominant seller in the u.s., europe and most importantly, china. apple faces nice dividends, voracious buying its own stock no wonder the colossal saw its stock jump $11.11. contrast apple with what happens to a call option they're simply not goingfor diversified portfolios i made a lot of money on merck because wall street was sleeping on their cholesterol judge that bet paid off. science was there and wall street doubted it incorrectly. but i never put my whole portfolio into options that's too risky if it falls, you lose everything judging by the numbers, i'm now seeing out of robinhood, that may be what's happening for far too many young people. you should not be comfortable

taking that kind of rich with your entire portfolio unless you're perfectly willing to set all of your money on fire. i think it's better to chase slow and steady gains in quality common stocks like apple who can pay off gradually over years and years and years. you can do options but must invest in common and much more common in calls. i promise, you will not regret that i like to say there's you monday "the news with shepard smith" starts now president biden with a surprise announcement, as tensions rise with russia. i'm shepard smith. this is the news on cnbc the grim assessment of what putin's war in ukraine would look like from america's top general. >> it would be horrific. it would be terrible >> tonight, how the pentagon is preparing forces, bracing for a blizzard snow, bitter cold, hurricane-force winds set to hit the east coast why forecasts warn this one could be an imp monster disaster in pittsburgh >> the