>> mike. >> buy now google not amazon >> we're off for the next two weeks because cnbc brings you live coverage of the 2022 winter olympics, but keep an eye on our twitter account for bonus content. "mad money" with jim crater starts right now my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. i'm trying to make you some money. my job is to not entertain you but educate and teach you. call me or tweet me. at the end of a completely crazy week, a day where the dow only dipped 21 points, s&p gained and nasdaq jumped, we need to talk

about today's red hot employment there's only one word for it and it's horrific. to today's jobs report means the fed have to raise rates. you should be selling a whole host of stocks that didn't happen today i wonder if it's because we already sold off in anticipation of series of rate hikes and make we're getting a little immunized. we didn't expect that strong unemployment number so we could take some time to smell the roses. roses like amazon which people bought at all costs. the same way they sold facebook at all costs yesterday we have a little window before fed can move when you see a stock like amazon up 13.5% in day, you need the be thinking of it like an ipo brokers are fighting to get their hands on a fixed quantity of stock and there's so few

sellers and so many large buyers when amazon broke out above 3100, i said it could rally another 100 point. we were there by the close they stop being sensitive to price. we got the same thing after hours when peleton spiked when we heard chatter amazon might be considering a take over bid. there's no price they won't stop buying it. we saw the flip side with meta facebook yesterday it was down at 250. i know accounts were willing to dump it as low as 237. that's incredible. their minds were already made up they didn't care what price they got. you care i care they didn't. listen to me, it means we have to be careful about stocks if they go bad, it's katie bar the door there's only been a couple, we go over them later that made it so you're okay in high priced

earnings on monday i hope jay powell is busy because we'll hear from tyson foods. i don't expect to find out why my wife couldn't get bacon on her bacon cheese burger last week but i do expect to hear about the herds and how much they cost to maintain. are people still gaining with the fervor we saw earlier in the pandemic we'll find out when take two interactive reports after the close. they do it the best. they tell the truth, 7 pages tuesday is make sure we have a bunch of health care stories

i don't think amazon really buy it off the quarter the one i care the most about on tuesday is chipotle. i think it could do low double digits versus last year's excellent number that could cause the stock to ignite the great industrials have had a real up and down time in the department we have finally decided to ring the register for terrific profit it was too difficult to own a bunch of these industrials how would we have a handle when the people may not have it themselves they raise money which is why the stock collapse now the wall street journal is

reporting after the bell i doubt they made that story up. will they face the music and bike i thought of it. i had the use it then at the close we get the most controversial story of the weekend. travel trust owns it they aren't getting enough credit for the incredibly value intellectual property. it's a once in kind growth vehicle. it's not stagnant. it's not dead. that's why i'd like to build a bigger position ahead of the quarter for my trust we had another wednesday that's been very good for us. mattel, i think it's a whole new

slate of toys and entertainment. i think this is the next big spike. that's what twitter. i think we'll find it remaps the same company that has nothing we truly want to pay up for isn't that the problem the stock come down enough to derisk a disaster but that's not a reason to buy it no one -- they're not going to do that for you. want a high multiple stock that used to be fantastic momentum play i got an important test case thursday that thing never took a break. it's all about streaming growth.

these stocks fell out of favor i do expect great numbers. i don't expect anyone to care. there wasn't much to be interested in here until they decide to acquire momentum then janet partners got involved and urged them no to the deal. friday we get to under armour and there's lot of good buzz about this one.

i think the good year will positively dazzle. many are looking for a used. i'm betting they will do a good number to make a heck of a lot more money than they used to bottom line, this week we saw the true colors of what is a treacherous market we learned it has a bipolar disorder i think the best text isn't financial. if you don't believe me, there's no level it won't be taken up to that's unquiet minds to a t. kevin in missouri. kevin. >> caller: hey, first time caller thanks for taking my call. my questions around abbott laboratories back in march of 2021 they

announced the $255 million contract with the rapid tests. in december when i heard about all the shortages and the demand was higher than ever, i ended up buying close to 300 shares at 140 share. it's dropped $11 just today. not just today >> i'll tell you, i said some very positive things about it today. they did a lot of money now. they are going to get no credit for it that's the reason to own it. let's go do kirk in virginia. >> caller: how you doing >> i'm doing well. >> caller: first time caller i love your enthusiasm i'm retired. i used to schlepp a lot of

office products in my day. i was out looking for a pc walked in best buy it's been a while. pretty impressive store. your thoughts. is there enough -- >> i think it's so right i'm going to get her on the show 3% yields. they'll have a good quarter. a lot of people feel we bought the equipment we need to stay home and do things you know that's not the case i find it a quizzical price. the stock used to be at 140. it's good, decent balance sheet. i think bby is a winner. this week we learn a lot about true colors of this treacherous

market reporting a strong fourth quarter continue to dress the portfolio for success. i'm talking to the ceo this is the hardest earning season in recent memory. what can we learn from it because there's a twist that's dragging things down company supporting laboratories across the world that needs the market i'm talking to ceo stay with cramer don't miss a second of "mad money. follow @jimcramer on twitter send kjim an e-mail or give us call at 1-800-743-cnbc miss setngomhi, head to madmoney.cnbc.com.

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companies like columbia sports, the apparel an footwear maker, last night they turned in a remarkable quarter having a monster 60% earning off of 1.79 basis. these guys get excellent margin expansion. even better management issued a strong clear forecast. that's how the stock rally 5% today. even after this move it sells at less than 17 times down $20 from its all time high set last april. i think that means it's got room to run not many other apparel companies putting up these numbers don't take it from me. he's the chairman and ceo of columbia sportswear.

wac back >> thanks. it's great to be here. thank you for including us the numbers you reported were excellent nap was from top to bottom this margin expansion, every one else is being squeezed what are the contributors to make it you can take price and not get hurt >> it's at the end of the day the power of our brands. in today's environment, where there was so much impact on supply chain, shortages, really all over the world, i think we rr were helped a bit because consumers moved to buy whatever they need for htheir holiday or winter products.

we had team to try to go through the bottlenecks that everybody else was facing. i think we did a better job. >> you mentioned your partners you did something really interesting that i thought people should do in order to support retail partners, we made the decision to constrain u.s. e-commerce marking. you actually are finally, someone who is not under cutting the people whom you need to sell product. >> i've been at this business a long time. a long time family company i've been here a long time our customer who is gave us orders a year ago were expecting us to perform for them to get stuff to their stores so they can be successful. we take that important confidence with great amount of character. we want to make sure we have

done everything we promised we would do it was little we would go on the supply chain to make dramatic changes but anything we could do to make our customers perform better, we wanted to do it >> i think it will build long lasting good will. not everybody did that i feel remiss. i have not spent much time at all talking about some of the brands that are just doing incredibly well but mountain wear, the numbers are extraordinary, tim >> you know we have been very open when we believe we under performed. if you remember our european business for years lagged behind where it is today and where it should be in future. mountain hard ware was similar we lost our way with that brand. we brought in ga new team to manage it. they have done a spectacular job. we're coming back at the business with a much stronger position it's one we want to make sure we talk about when we're confident that we can really perform that brand is coming along very

strong >> another one i watched a lot of football and i saw a lot for omni heat. football performed we had something on tv that more people watched i >> it's a technology we developed in-house omni heat reflective in the infinity version has really been a real game changer for us and been tremendously successful >> you are more confident than most i've been dealing with too many retailers. i can't even talk about whether the future will be good or bad i thought your guide for 2022 was really -- you expect a really good year this year, don't you? >> we do much is based on fact we have a quite broad omni channel

business we sell to a lot of retailers. we got orders from the retailers already which will fill our order book this year it gives us a great amount of confidence in our future we also have our own business, our own retail business. our preference is to sell to other retailers and to have our brands stand out all the brands are doing spectacular. we'll probably talk about it as well every one knows them >> when we bought the brand back in 2000, we paid about $9 million for it it was men's work wear brand the team has really transformed it into a women's fashion brand.

our biggest customers now are nord nordstrom, zappos. it's got legs. we're very thrilled with it. frankly, it would have been much bigger this year had the supply chain not been a disruption to our business >> you surprised me in a positive way you started saying our biggest customers are, i was waiting to hear my wife's name. that's all she wears i don't think that's unusual veo a product that every one regards as being an inexpensive, fashion boot my hat is off to you to take a brand and make it into a sens sensation. it's really fantastic. >> it's all our team it's great group of people that

worked hard. i'm so thrilled. you have a conscience. you care about your partners maybe it says something. that's tim boyle it's so good to see you, sir, thank you. >> thanks, jim >> great numbers mad money is back after the break.

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this has been one of the hardest earnings seasons in recent memory. after the new year started off with bang, the hideous market wide sell off, we hoped there

would be a positive callous. the earning season has been complicated. while we've had many more upsides surprises than down side, i'm talking about many more, we have also seen some truly horrific high profile blow ups that i'm talking netflix, paypal, spotify. it's the most difficult to process. in a typical earning season, what happens the numbers come out they beat the essence. then the analyst raise the estimates and they boost the price targets for the winners. that's how you get a higher stock price. it is.

most stocks came down substantially but there were no company specific catalyst. the whole thing was a fed mandated sector rotation the price targets came in way too high that is terrible it sends fear. these are targets they came out with before the fed decided to get tough on inflation we're seeing company report strong earnings, raise guidance. the analyst who cover them with

slash the price target which creates the sense maybe the quarter wasn't as good as it looks. you're supposed to beat the earnings, raise the forecast and the analyst boost the price target they couldn't because the price target was way too high. by the time service now reported last wednesday, oh, my god, it seems like it's forever. the stock had fallen from 707 in november to 484. nothing had happened at the company. nothing. what happens, while there's some

analysts raising numbers, the bulk of the ones who cover service now had to cut their price targets. that's the way the stock goes up the average price quarter is 619. it didn't stop the stock from roaring higher it might have discouraged you. i know it discourt anaged some investors. service did great. it didn't stop the stock from roaring. arms dealer to the life sciences to industry. massive up side surprise.

that price really hurt it was because the price target was too high unity software it's the video game technology that knocks it out of the park the consensus price target for the stock is fallen from 174 to 158 in was one of the best quarters of earning season the analysts are going negative. they didn't have to slash the price targets earlier. build.com is a cloud based software it's slr service now the number were so spectacular that it sky roktd 36% today. i saw some major price target cuts to where we rrwere two weeks ago

it's no longer the case. what do these names have in common they are from some of the hardest hit groups during the market wide meltdown that's why the analyst feel like they need to play catch up with the new negativity in the face of fabulous results. when you look outside, it's a lot more clarity it's not like every excellent quarter was greeted. take u.p.s reported one of the first unambiguously great results this time around. management told a great story about their technology and data analytics division t turns out they were losing business

it was greated with price target bumps. that's why the stock had a great move it's continued to do so. finally there's u.p.s. doesn't feel like a lifetime ago that u.p.s. reported on tuesday morning. every one was terrified this company would have a tough time because they usually botch the quarter. they have the hire lot of expensive temporary work they successfully-and-a-half dpat -- navigated the fourth quarter they knocked it out of the park. the response was almost

universally positive because they know this stock is in style in the wall street fashion show. when you're trying to analyze a quarter, you can no longer rely on how the analyst react because of what i'm calling legacy decision making. there are some sectors that will get hit with waves of price target cuts regardless of the quality of results the analyst need to play catch up with the stock market not because they don't share the buyers enthusiasm but it will fake you out of some really good opportunities. pam in connecticut pam. >> caller: i have put options that expire next month that would put me long at 1096. with the market being unforgiving to gross stocks that don't grow along with people touting a slow down in e-commerce are considering exiting the trade. with yesterday solid earnings in amazon, i'm thinking there's plenty growth in e-commerce

especially in markets like latin america. should i keep my position or sell it? >> i don't like your position. the reason i don't like it is it's out of your control because you sold puts. i don't want you to have to come in and have a meta platform rather than an amazon. i need you to try to readjust or take sochl the risk away because that's going to be difficult if there's a real employee up like we see in paypal let's go to nelson in florida. >> caller: i'm following the play book. i'm looking for the value. i dot a dividend, 3% and i got a buy back the fan club for the management

team is losing fans by the day i got citigroup. it's a value trap or is it -- >> i think it's a nothing. it doesn't have any of growth i want from a bank it doesn't have the deposits it doesn't have the consistency. it's a total show me situation it sells well below tangible book that concerns me because the gap has been way too long. i do not need that because i have things like bank of america, wells fargo and i got morgan stanley those are the ones you need to be in even though citi looks cheap, it could stay cheap what can i say it's just too hard too hard to own citi what a crazy complicated earning season i hope you understand one of the most important take aways from the action is you can't rely on the analysts anymore they're just wrong from what they said back in november you need to understand what's really going on with the

companies. not with the analysts reports. much more mad money. i'm talking to the company's top brass. this market share has its fair share. i'll reveal what you can learn from this week's action. all your calls rapid fire tonight es edition of the lightning round. stay with cramer what happens when we welcome change? we can transform our workforce overnight out of convenience, or necessity. we can explore uncharted waters, and not only make new discoveries, but get there faster, with better outcomes. with app, cloud and anywhere workspace solutions,

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now that the smoke is clearing on a difficult period, how about a new idea i'm talking about waters

corporation. this company has advanced measure equipment for the health care industry but also for the materials industry as well as food and water safety. we have been following this closely. waters who were brought in a new ceo over the nec 12 months it doubled. waters the an arms dealer to drug tech companies and a cup oof our favorites. these are businesses i like very much we know they are doing well because they all reported excellent quarters let's take a closer look i like it. welcome to mad money >> thank you, jim. good to be here.

>> i feel awful. i heard about your company why don't you have waters on if you don't mind, give us waters 101 what we get if with buy a share of this great company. >> jim, firstly thank you for having me. chances are if you had a cup of coffee this morning, if you had a bottle of water you have experienced something that our company makes. we sort of have to, i would say a very good run for the last three, four years. slowed down in our growth. i'm very happy about that. >> it almost seem like it's a platform that many, many drug

companies use. i don't know if there's even a competitor to it tell us a bit about that this software is used for any drug to the fda. the fda does have it on their network. any time you make a change to sample, it's recorded. the fda wants visibility of sample submission and that's what it allows you to do in fact, the virals of pfizer and merck are used in power as well to find the data.

about 80% of the molecules were using the softs ware it's a software that allows you to get complete flexibility from time you test the sample to time it gets submitted so you have assurance of what you're getting is data. sdplp now i get it working on drug development. i have to bring in waters or else they would say that perhaps it was tampered with >> indeed. that's a very good way of summarizing it >> that's incredible there are people who feel somehow that you were a covid stock. that's wrong it happens to be you were very involved in what people did but people sold your stock and thought covid was running out. in truth, it wasn't that big part of your business. >> yeah. not at all

in fact, that is a benefit as you come out of covid. it's not to say that we didn't work closely with people who were developing vaccines or diagnostics. these vaccines get stuck easily. we designed a metal surface so they don't get stuck this is a technology that has recently been launched it's really gone up gang busters. it's the best launch we've had for a consumable in the history of our company and meeting an unmet need that came up through collaboration during the pandemic with mrna manufacturers. i mentioned the two small

molecules, we work closely with those as well and they use our instruments and software i presume they have they are trying to do trials and have samples. if i were the fda, i would say who are these guys that is remarkable position. >> complete correlation. our largest market is final. we grew close to 16% this year the pharma business grew 1 to 20%. this is largely because of what you're saying. the golden age for bio tech and we're right in the mix of those guys >> we want to be able the buy something that's less expensive but we have to be sure it's checked out. are you the guys that say it's

with 8 to 120% pause that's some fda rule it should be within 100% you make sure we get 8 to 120, correct? >> we develop and the methods with our colleagues. as an example, the fastest growing segment is contract manufacturers. they get transferred from pharma companies within their shops you have done just a remarkable job since you took it over i want to thank the ceo of waters take a look at the stock down 12% and consistent growth rate thank you so much, sir >> thank you, jim. >> mad money is back after the break.

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what's up? >> i have couple of questions rida it's it going to be the new tesla? >> well, no. i don't think so i think it's going to be a very unsexy truck maker i have to tell you, why don't we buy gm brenda >> caller: i'm on the oregon coast. i invested my mad money in this therapeutic, what do i do after this week's earnings buy? sell >> i'm not a fan i haven't been fan they are called big hat, no cattle i like ones that have cattle let's go do kamil in colorado. >> caller: i'm interested in your opinion on the outlockok fr

at&t after the spin off of warner media and reduction of dividends. >> that's small hat, no cattle there's not much to it i rather see you in verizon. let's go do sean in nebraska we hope you're coming out to the big party. wae we want to know is it time to load up on berkshire hathaway shares >> i think the stock is just a superior buy congratulations if you going to the meeting. that's going to be a great way let's go to chris. >> caller: how you doing thank you for taking the call. >> you're very kind. what's up? >> caller: i got three points on

younitised airlines. i want to run them by you. first is outside of a good friend is a sales guy for basic company. we make more money by doing calls. i have to get on a plane and every one else in that arms race there's a budweiser commercial and saying america, go travel. you've been cooped up too long people go see family in europe >> what's the idea i'm not recommending airline stocks now it's too tough that is the conclusion of the lightning round.

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want the know how screwed this market is, some of the action is sheer manic depression i say that as someone with extense ive family history of mental illness

the company was called amazon. don't get me wrong, we saw a lot of good things in the quarter especially from amazon web services with these results, we once saw how few companies have yet to fully embraced the cloud otherwise amazon web sfrss wouldn't be able to grow so fast their retail business for speed, accuracy and low cost. people search for products and buy them off the ads how many times have you done that they are very humble it's remarkable move that is a market having an unbelievable mood and swing.

i'm calling meta facebook. the stock sank like a stone. the sellers wanted out at any price. they didn't care if they got a bad deal and it's hard to blame them they need billions to develop the meta verse it's not a sure thing. the reals product is a dumping ground for tik tok meta facebook doesn't have the demand you see for amazon or google if you're using an apple device they can no longer track your online behavior. that's great news for consumers, isn't it i thought online privacy was dead it's brutal for facebook that relies on the data that said, i think it's too late to give up on meta facebook at these levels i wounts be a buy here yet

i'm not precluding it. how about the way it's trading portfolio managers wanted out so badly when it was at 237, they would sell the traders to sell it down at 230 just the lose the stocks these sellers continue to be in charge this morning. full-timely there's great american industrial whose stock is looking like a bad tech company. that's honeywell here is company that did a gate job in a tough environment they didn't have much else to say other than they'll have an excellent organic growth in '22. the stock has opinion crushed because they are supplier to boeing you need know right now, at this moment, i'm sure ceo is figuring out what he can do to change up his portfolio and pick up something to turn the narrative

around remember these names remember if you contain your extreme losers, you could make a lot of money in all the extreme winners. there's always a bull market somewhere. see you next time. the news starts now. . a minneapolis cop kicks a couch, sees a gun, and kills a man. i'm shepherd smith, this is the news on cnbc. >> a no knock warrant turns deadly, minneapolis police shoot and kill a black man holding a licensed gun. >> the officer had to make a split second decision. >> what the video shows, and why the victim's family says the officers must be charged. >> my son didn't deserve what happened to him. the pentagon revealing what really happened during the deadly attack at kabul's