watching, meta platform. >> dan >> nike. >> guy. >> metlife. >> all right, happy new year everybody. thanks for watching fast crim cramer starts right now >> my mission is simple, to make you money. i am here to level the playing field for all investors. i promise to help you find it. "mad money" starts now >> just trying to make us some money. my job is not just to entertain you but educate you and teach you. so, call me or tweet me. we are caught in a foot race right now between the forces of

inflation and the forces of deflation. in a field littered with botched supply chains, broken quarantines and higher interest rates, that is the setting the race continued today deflation caught up a bit. inflation is still winning the darn race. we have to look for anything to suggest that we could some day get the problems under control that is the only thing that will stop the federal reserve from pummelling the economy with a rapid series of rate hikes so that we feel the rally is doomed the colgate call, i know you probably didn't. conference call on friday. within the category of real cost

woes, noah wallace, a hitter, got a question about margins and said we have developed our plans based on spot rates and we expect the rates to hold and moderate towards the back half of 2022. raw materials peak in the first quarter and moderate in the back half wow! this is the kind of statement -- no one is thinking that raw costs are peaking other than colgate. colgate is the head of one of the largest consumer product companies in the world he is not a dope he knows something how about the semi shortage. semiconductors you know the actual cost of the ones in short supply are starting to fall because the shortage is easing up. black and decker, a gigantic problem getting the larger chips or the flash are expecting full

availability come the next quarter. now we all know our port congestion problems are the bain of our existence the more that i dig in to this issue, i believe these problems are man-made port congestion behind i don't know if you saw the big numbers we got, they are working with very powerful unions to get things moving much faster than we are why can't president biden knock heads and get the cargos sitting out here unloaded 24-7 america has the weakest unions of any developing country. this weekend i went to one of the best restaurants that i know of my wife ordered the bacon cheeseburger they had no bacon. there is a bacon shortage nationwide those in the industry tells me it comes from the invalidation

of a trump edict that allowed hog slaughter plants to run without speed limits i am just pointing out there is nothing inevitable about the bacon shortage it is man-made you want fewer trucking delays and less pressure to find drivers, lighten up on the safety rules i would prefer safety. if you are more terrified of inflation and sleepy truck drivers, fine. if you want lower energy costs, allow the natural gas trapped in the country to get to the northeast but it is impossible to get permits for new pipeline. man-made the fear of covid. the fact is that we have a chaotic dysfunctional system in this country where they always have eyes. we have human resource

departments running things that should have been run by health personnel. consolation brands have met all demands. haven't they been crushed by covid quarantines. they were smart enough to bring in medical professors. doctors in their factories in mexico they didn't see it as a human resource issue they recognized it as a health issue and came up with a health solution guess what, with doctors in factory, 99% attendance. no missed shipments. can you imagine that in this country. as i peel the layers off of the rising prices i find rules and processes that are safer, cleaner than anywhere else but promotion inflation in a seriously negative way at the same time if you want to reshore manufacturing, make things better and end supply chain woes you have to build

from the ground-up and we don't have capacity to build all of the machinery we need because wages in the united states are too expensive. our companies are not going to do it unless it is subsidized by the government you want to make this stuff elsewhere if you want to save money. even if you factor in the cost of cargo delays it is more expensive to make it here. the chief reason they believe the rate hikes must come fast and furious are the conference calls. now they have no choice but to pass the costs on to you, the customers by raising prices now and raising prices the whole quarter. they are hitting you, now. when you go to any store or restaurant in the next two months you will see substantially higher prices as brand and products try to catch up with what we lost some oil companies will pump more to take advantage of the higher prices. something we covered last night off of the charts. most of the producers have

remained disciplined and don't want to flood the market with supply exxon this morning boosteds it permian basin production by 20%. chevron is only doing 10%. maybe iran comes back to the table on the nuclear deal. those are two things that could bring crude down to the 70s. and yes, tech companies will always find clever ways to keep costs lower. nvidia has a avatar that can answer the drive, 28 languages starbucks reported a weak number maybe they call nvidia and get the technology for the drive th -thru. alphabet reported. they were supposed to be the future and help uses with inflation. the bottom line, the foot race is being won by the forces of

inflation. not just because of a head start but because the forces of deflation are running with leg irons, man-made, that we have a society agreed to and in many cases it is the cost of a safer, better, freer society and i think it is worth the price but the price is real and it will be worse before it gets better. chase in california. >> boo-ya. ebay is trading with low debt and over 2 billion in free cap flow it is a holiday quarter reporting soon and people being able to find their iphones, sneakers and other gifts on ebay how do you value compared to an amazon or etsy >> i have to hear paypal i talk about a lot of the wins

amd is a win google paypal is a disaster i have to hear and listen before i know it is deeply related to ebay when i see a disaster, i think there are great repercussions. i like to own my mistakes. most don't wayne in ohio. wayne. >> calling about whirlpool stock, i notice it has been down 30 points in the past month. >> this was a stock that the conference call wasn't that good i like mr. bitzer very much but i feel they have real cost problems and i think they are caught up if the fed raises rates. i can't -- call me concerned mark in iowa please. >> boo-ya, jim

i am a young new investor and want to thank you for your help and guidance my question is about zillow eg i wonder what you think of the stock? >> you know, i am not a fan. they shot themselves in the foot they were not that humble about it i like humility. it gets you further than arrogance and they simply have not delivered. other situations i think are better out there inflation is winning i hope i explained to you why with simple examples that are magnified throughout our economy. ones i gave you are going to get worse before they get better could the top holding single opportunities level. and looking for the best bargains in the market the once hot medical device makers sharing what might be

picking up for the long-term and could the business continue to soar i am discussing this odd dichotomy with the company's top brass so stay with cramer. >> don't miss a second of "mad money. have a question, tweet cramer. send jim an email. give us a call miss something, head to madmoney.cnbc.com. (vo) for me, one of the best things about life is that we keep moving forward. we discover exciting new technologies.

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this winter, comcast business is helping team usa and businesses across america stay ahead. keep yours ahead too with reliable connectivity and secure solutions on the network that can deliver gig speeds to the most businesses. and get access to over 20 million wifi hotspots from coast to coast. so no matter what big event comes up, your team can be ready for what's next. get started with fast and reliable internet and voice for just $64.99 a month. or, ask how to get a visa prepaid card with a qualifying bundle. >> i never thought that i would say this but after looking over the largest positions of kathy

wood, i really like what i see it can be relentlessly pulverizing. her stocks represent excellent opportunities. last thursday i joked about betting against her. the etf this is for short ark. now the growth stocks rebounded i would rather bet with her. maybe that is the sign that the woodstocks wereready to buy arkk innovation etf. what is inside starting with the biggest position, tesla. even now tesla does not have much meaningful competition. the fact that elon musk can sellout in china and berlin is incredible but now his stock is down 300 points from the high. a very good level to buy

ford accelerating the ev plans they need $10 to $20 billion to get to where mus ks now. zoom video if people have a choice for their video conferencing platform, they choose zoom it is the cheapest and it is the best i think zoom is only a couple of acquisitions away from embedding themselves in the enterprise zoom has got a great balance sheet. i bet they can find something even better. they have staying power here but not growth i think they will get it if they do some deals. i like the position.

it has got a great array of good doctors. last month they spoke at the jp morgan health care conference. their lead is real $76 million paid members in the u.s. seems nuts to sell the stock from down here roku makes the technology to stream video from your internet to tv. i can't believe it has fallen this far many investors say there is so many streaming offers. i know the next quarter will be tough but so does everybody else i am not a fan of coinbase because of how they comported themselves they are too arrogant for me if you want to publicly trade a

proxy for crypto, you don't have any other options. exact sciences is a tremendous quandary to me the take home test for rectal cancer and made this thing called prevention genetics that will accelerate the he -- testing business exact science has been cut in half there is only one metaverse company to rival nvidia. that is unity software these guys can design anything that you want and help to develop games that dovetail with

espn, disney or anything they want to do in the metaverse. i think this is the most valuable metaverse play out there. i don't know much about gene editing but i recognize it is the future of medicine woods terrific at identifying the best players in a given industry the software had powers on every interact app or website you get messages from. it has been cut in half because they didn't put up the best numbers and nobody disputes they are the gold standard for interacting with the customers

i warned you away from stocks like this but with this you have my permission to go with it and own it as long as you are willing to it be patient spotifiy, i think the reports of the demise are exaggerating. controversy is good for subscribers. this is a good work from home company. i think they are going to put up good numbers kathy wood seems to love draftkings but i believe many of them will wither and die, but not draftkings draftkings has the capital and will to win and a great app. time to bet on and not against ceo jason robbins. my recommendation. buy half now and another after it pulls back 10 to 15%.

robin hood you knows it email is the most read email in the world. last year was a huge set back. the company was a toddler that had to become a teenager overnight and they had to change up personality and now they are offering pretty interesting information to go with the best trading app under the sun. they are only a few offerings away to be a real threat to the established brokers. stocks don't bottom after pristine quarters, it is after the last bad quarter right now, i would rather own than sell almost the entire arkk of kathy wood portfolio. they have come down enough where they are tempting enough to buy right here and more at lower levels these companies at this price

are now high enough quality that averaging down is no longer a stupid strategy. stick with cramer. >> coming up -- what stocks have the pulse of the medical device market in hand stay tuned for cramer's thoughts on the health of this cohort, next staying up half the night searching for savings on your prescriptions? just ask your cvs pharmacist. we search for savings for you. from coupons to lower costs options.

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gigantic sales now that it feels like we have done some bottoming, putting some work in time to search for the best parties. i think some true steals are developing in the medical device base because of omicron. these are secular growth storie meaning they don't need the economy to get better but were annihilated when the fed got tough on inflation in november we have been pointing out for nearly two years, every time the pandemic flares up, people postpone nonurgent surgeries but it is only temporary this temporary problem has caused a choppy start to earning season and itdoes not help tha

wall street adapted a forgiving attitude now i think the high medical selloff has runs it course when omicron runs it course, i have seen the medical device stocks soaring edward life sciences stryker new to the list. they make noninvasive heart valve replacements, critical care and surgical monitoring gear you don't have to crack the chest cavity to the put their stuff in it is a big innovation mike was back there in december. he told us a bullish story between all of the businesses the company could be looking at

$20 billion of debt by 2028 up from $10 billion today and edwards is number one in nearly all of the markets in if which they operate their biggest products are heart valve replacements the plan is to offer these things to asymptomatic patients. the one problem the stock had run up substantially to the point where it had gotten pretty darn expensive i said in december we have to put it on the shopping list and circle back to a reasonable level. sure enough, edwards has got hit with a high growth stock selloff. sales and earnings coming in light. the procedures are being

delayed. in the lows, down to 27% froms it peak in late december still i think it makes for a good opportunity for a stock that rarely comes in i like that. next up is stryker this one got derailed when we learned they are buying volsara communications for $3 billion. far fewer false alarms than the current standard of care wall street hated this news. the deal had a high price tag. fast forward to last thursday and they reported with a subpar outlook for 2022 the stock was down more than 15%

from a few week's prior and it bottomed and now the post earnings dip has been erased now they are at 248. that is a discount that i like now, let's talk about long time cramer fav intuitive surgical. i am a gigantic fan. because this is a high-flying growth stock it tumbled to 286 today. the numbers came in there a touch light. omicron delaying surgeries we know this stuff they gave us an update on the first few weeks of 2022.

the numbers were less than stellar, covid they have all come down substantially from their highs because of the rotation out of growth and because of the omicron flare up delayed a lot of their businesses. those are both temporary problems none of the medical device stocks look super cheap. edwards trades at 38 times next years estimates and intuitive sells if for 48 times next year's numbers they have actual earnings and not price to sale stocks mostly because they are back in line with the price to earn multiples. look at this chart you can see the red line is the pe over the last four years it is

at a slight discount right now that is about as deep as you get for this stryker. it hasn't been this low since the covid crash in early 2020, probably the cheapest of all of them average valuation for the past four years i am teaching and want to teach this multiple analysis i need you to know it. intuitive circle, as cheap as it has been since the covid crash in 2020. the pe multiple really streaking here and i think it is a great opportunity. now the growth stock meltdown appears to be over, you want to go bargain hunting for stocks marked down for temporary reasons especially if you think the fed will slam the brakes on the economy. i think as soon as omicron burns their way through the population, they will bounce right back edwards told a great story, out

for multiple years caroline in ohio caroline >> hi. big buckeye. >> done. done i like that. i like the enthusiasm. you are bringing it. what is going on >> timothy weah bought debtcom at 40 and do i hold, sell or add to my position >> i think dexcom is a remarkable company they always tell a great story i don't want you to buy any more it sells at 150 times earnings stan in indiana. stan >> this is stan. >> go ahead. >> who is this >> it is jim >> jim okay i am in indiana and i am interested in the walgreens

boots stock. >> i was out with people last night that knoevers in ros brewer, the new o go i say buy walgreens. buy it post omicron, i think edwards stryker and isrg should be able to bounce right back we just had these guys great technology now, brunswick after reporting a top line are they ready to cruise into the sunset or are people giving up and i will discuss how a different thought process can help make you money and rapid fire in tonight's edition of the lightning round. stay with cramer

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♪ ♪ >> sometimes even i can't understand why the market refuses to embrace certain stocks you might recognize this. here is a stock that roared from the spring of 2020 to the spring of 2021 as the covid outdoor renaissance. they put up one great quarter after another and somehow it never seems to matter. they are sold out. wall street was looking for 6.44 billion.

the stock rallied more than 9% since then and stealing for less than 10 times earns. let's check in with the ceo of brunswick. he has a better read on the quarter and the outlook for the future welcome back to "mad money." >> thank you so much for having me, jim. >> i always feared this would happen your numbers would go up you would take share other budding companies would go down people would say i am not going to own brunswick because the boating industry is faltering. at what point do you realize it is not a cohort but a group of companies in which you are the most advanced and superior >> thank you for saying that we have a lot of important parts to the business, including the boat business. but the engine business gained more than 500 basis points in

the last year. parts and accessory business which is high margin and now accounts for something like 40% of our earnings and of course freedom boat club, another annuity model growing like crazy. we have a lot of growth sectors that are really long-term. we believe in them so much and we are so confident we projected out until 2025 what our revenues would look like. we are looking at something like $10 billion in 2025 due to the long-term secular growth levels. >> do you think it is one of those things where it has to prove itself out the most recent acquisition, all of the great technology. as someone that likes to fish. i will be on the freedom boat next week. i think it is fantastic. expanding in mexico. sometimes you have to say that

the market is slow i am not saying it is wrong. that is dangerous to say it is slow it hasn't caught on to the fact that your recurring revenue is so big >> i think that is probably right. i will keep reinforcing it and we have an investor day in early march where we will reinforce the tremendous growth levers that we have and if you think about it we are still of course matters what the new market does but it does not matter as acutely to us as it might have once done. including our parts and accessories. bringing on a lot of new technology by the navaco acquisition at the end of last year and buying in to lithium battery technology and other

elements we have a lot of things going beyond the market and we are very pleased with our projections for 2022 even though we incredible growth last year, we are still planning to grow in 2022. that is coming from all across and from boats and the freedom boat club. >> now, do you think that the way -- i am trying to figure out who ever has been able to completely dominate the category you have netflix dominating and then someone else comes in google dominating search brunswick in this period has become the dominant force in boating. i think they don't know how to value what is a dominant force in an industry that at times have done the wrong thing.

it is very unusual >> as they approach things like supply chain disruptions if you think of what they were able to do last year, our entry business produced 108% of their planned production our boat business produced more than 95% of their original production in a period we were facing those head winds. part of that is our incredible depth of vertical integration and our scale and global nature of the company that makes us a very resilient and powerful business and exhibits itself in a number of ways throughout the company. the way that we can invest in digital. the way that we can invest in technology and bring supply chain along with us makes us a very powerful, extremely robust business >> as a user i want you to keep

spending to make your boats better dividend is terrific you have got one if you can have the technology to make it so i would not. jim, you press a button the cover goes on. okay i will take it each time you do something it makes it easier and easier and easier >> well, that is a great example, jim when we were last together we talked about joystick docking. that really came in on some of our premium boats. we just introduced a system for pontoon boats. they make boats easier and nor intuitive, and introduced it on premium product and cascaded it down we plan to continue to do that to make boating easier, more intuitive across the entire

portfolio. we have been successful in attracting new people in to boating and more successful than the industry in general. part of that is making boats an easy and intuitive and accessible to many more people and some of that is through technology >> they are very, very easy to drive and to use now i want to thank you so much to david foulkes. thank you for coming on the show >> thank you >> the chill man is in the house. >> the lightning round is coming up when "mad money" returns.

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it is time time for the lightning round and then the lightning round is over are you ready? the lightning round. let's start with bob in wisconsin. bob. >> boo-ya to you doctor. >> thank you >> if i am correct our country is rich in natural gas >> indeed. >> with the increasing pricing on natural gas and the international desire to go green, i can't help but to think there might not be a play on a little company called golar. >> they go up and they crater.

anyone that knows and people that have been involved in the shipping industry. they have incredible runs and they are done. you own it for a trade, not for an investment. k ken in new york ken. >> thank you for taking my call. >> yeah. >> it is my big opportunity to be a tv star like you. >> hardly a star >> i am a recently retired and a new viewer and member of your investing club >> thank you >> i have seen enough to know you are my alterego. i need an objective opinion on the stock of my long time player, corning incorporated >> they had a great quarter. their solar business comeback. they are firing on all cylinders. that was one the best quarters of the year. it is not done going higher.

that is a very good company. matthew in michigan. matthew. >> hey, jim. >> hey matthew >> can i get your thoughts on a company that doubled their dividend camping world. >> i really like camping world you know who rides it, marcus lamansi. he is a really good businessman and i like his stores very much. i am an outdoors person. i like his stores. alex >> how are you, boo-ya i wanted to get your take on planet labs. >> i looked at planet labs and spent time with the ceo. no i am not saying it is a gimmick

but doesn't have a big market in my take. michael. >> i love your show. first time caller. great. i wanted to know about the stock irm. >> i like it it is consistent it has a good yield. you should own the stock david in massachusetts >> hello huare you doing today? >> i am good how about you? >> doing well, thank you boo-ya at you. thank you jim for all of your analysis and insight i would love to know your opinion of a couple of stocks. >> i have to tell you. terrific company a lot of people feel they are slow incoming in that part of the semis. i don't think so and that, ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is

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you know what really drives me nuts? so many younger investors would rather trade short-term rather than invest in a company's long-term prospects. something that i think could ultimately make them a lot more money. case in point tedford parcel, big brown. today ups fell to $29 coupled with a 49% dividend boost giving the stock a nearly 3% yield or did before today's huge move when i look at the aggravate breakdown of investors, mostly younger investors with little common stock versus crypto and of course, options when you trade, not invest but trade in options you don't get the dividend plus you might not

be exposed to the stock at the moment of elation or if you sold on a position you capture gains. concepts that i teach in our cnbc investing club. i find they want capital gains and don't care about anything else but for me and my travel trust i would rather go for both they don't need to be exclusive. we own wells fargo good things happen to stocks like that. good things like a 25% dividend boost in the middle of last united parcel we recently woke up to a 10cent quarterly dividend now if is a terrific sign of how healthy it is. dividends are why i have such a fondness for the oils. chevron reported a quarter and

the stock dropped quickly. it was almost yielding 4.5% at that level and rarely get that from companies that reward you over time with repeated dividend boost like the bump that chevron gave you last week you don't boost your dividend if you are worried about near-term future that is devin energy which pays a special dividend on top of their regular dividend costco does more than a dividend, periodically a special dividend and 2022 might be one of those years we get one. as prices for so many goods of all-time goes up, costco holds the line the sign ups alone will be amazing. sign ups to be club members. buybacks my favorite steelmaker repurchased 12 million shares. astounding there are only 280

million shares total at this pace they will be an earnings per share powerhouse by shrinking the share gap. they have another $4 billion in the repurchase authorization unbelievable i typically prefer dividends over buybacks. it is a big deal when they walk away from a dividend robinhood, they terror are the to 20 million traders. you are not diversified if you only play around with crypto you need high quality stock that reward shareholders with dividends, buybacks or both. i like how they are describing all styles of investing to tempt people away from what is some of these people's obsessions. they are starting to get it right. extremely cool news dlletter

they have 40 million subscribers. now they have to hope the customer base takes advantage of it and becomes better investors and not just traders there is always a bull market somewhere and i promise to find it just for you on "mad money." a bomb shell lawsuit accusing the nfl of discrimination and racism in this lead up to the super bowl i'm shepard smith, this is "the news on cnbc." the nfl and individual teams sued, a former coach accusing the league of racial d discrimination the lawsuit filed and the text messages from bill belichick cited in the complaint. the head of the fbi out with a new warning about the growing threat from china. >> this reaches a new level, more brazen, mor