carter >> pure trade gsg commodity etf short. scs long. >> tony. >> tj x long a call spread. >> mike. >> copper rare commodity freepo. s y back here next friday 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. trying to make you some money. my job is to not just entertain you but to educate and teach you. call me or tweet me. wall street spent weeks, weeks worrying about the possibility

of a russian invasion of ukraine. through that whole period stocks drifted lower. the moment the war gets rolling, our stock market screams higher. first we bounce off yesterday's lows dow surges 835 points. nasdaq jumped. how do the heck to we explain this action? wall street maybe heartless? are we a bunch of sociopaths no that's not the way this business works. wall street wants for the war to be over regardless of who wins the stock market craves one thing and that's certainty in is a one side war putin is a overwhelming force.

we remain in a what have you done for me lately market. we actually took some profits today to get ready for possible downturn next week when inflation gets front and center. remember jay powell making two appearances on cap poll hill and we have the february employment number on friday those are three things that will have us laser focused on inflation. next week the focus will shift the average remains over sold. unfortunately, inflation is sky high now he doesn't want to be the fed chief to permanently embed itself for the first time in 40 odd years. what else is on tap next week. beyond the big picture, macro stuff, we have it on monday with

a host of major tech companies, workday, hp, zoom video. in some way this trio is a microcosm. dell down 8% as for zoom, you have to be concerned about their business as the pandemic recedes. tuesday morning we hear from torey. this stock put on a decent showing today. it's the true target

lowe's did former and home depot did the latter i think it's become too much of a dice roll to predict which way they have been going i'd rather bet on target than kohl's it would go up huge if they would take the bait. on tuesday, domino's reports the stock is hammered lately because business has been consistent rather than spectacular. if dominos doesn't blow away the number, i think investors will decide it's a covid one. i disagree i don't make the rules we hear from salesforce.com which has been pulverized. it's got real earnings and cash flow

i will be talk about it for the cnbc investment club we first had the show on wednesday, wednesday is real interesting. the stock is doing well. dollar tree. it's been under pressure for ages they don't like the execution even as the stock had a nice rally. i think dollar tree is a winner. a lot of families have to trade down then jay powell speaks in is my worry. he speaks for house of representatives. will he tell us about the cadence and size of the rate hikes. will he just choose to make policy announcements on his own turf two of the most richly valued stocks, opta and snow flake. this could be a tough day.

well, i'm not sure about the quarter. it's been a lot of turnover there as of late snow flake continues to be the high mobile stock of choice for many because of its business model. the ceo has made more money for investors yet few have never heard of him he's king of the cloud kroger has been delivering numbers despite the pandemic i'm concerned the desire to keep customers happy may cause them to eat some of the cost increases that the suppliers are pushing on them. that will send the stock lower on thursday we hear from best buy.

it can bounce because remember, there are better stocks like costco it's one of my absolute favorites. what an opportunity to matter. that one goes down finally there's friday employment number. the record is red hot and jay powell would look too dovish if he didn't take a hard line when he had the chance at this meeting and this meeting it's worth noting that i'm convening a cnbc investing club meeting at 12:30 p.m. friday where i will be introducing the most powerful man in the oil patch. he's the ceo of one of our

hugest winners of devon energy it was the number one performer all last year. it's threatening to repeat those gains this year. how? why? what does he think about the world's oil and gas inflation? about russia let's find out together. join the club. here is the bottom line. next week the market focus will shift from ukraine to inflation. >> my wife is down there in delray what's going on? >> caller: i wonder if i should take some pain for the gain in the future >> i thought about that all day. shopify did not do as well as etsy i'm rather buy amazon right

here i'm not kidding. let's go to cindy in oklahoma. >> caller: hi. i'm a 71-year-old retired educator i consider you a fellow educator in the course of wall street thank you. thank you. >> thank you >> caller: here's my question. you recommendsed american eagle outfitters, aeo in recent months i would like your current thought ons on the stock >> thank you for the kind words. matthew boss, great retailer this one yields almost 4%. it does report next week it's sickening to me that it's going down so much retail has been a hard place to be the dividend is safe at this point, i think you have some real yield support down here almost yielding 4% it's been a pathetic parody the man should come on they should come on "mad money" when they report period, end of story ted in south carolina. ted. >> caller: great to be on the line with you.

how are you? >> i am good how about you? >> caller: fine. thanks you see the traditional auto makers launching electric vehicles to the market they're answering the tesla bell >> yes, they are. >> caller: kind of like we got to do it too to what about our new to industry players that are electric vehicle only. how will pull star and my stock lucid do in the short and long term >> it's going to sell on everything it can make to amazon but got a big stake. i'm not quite sure about the second one the third one, lucid does report next week. i know they are light on deliveries i also know the stock is light on points. this week, the market was focussed on russia-ukraine i want you to see this for me.

next week will be all about inf infl inflation. i don't think it will be greeted as well as the terrible thing the russians did what's wall street slam -- what are they worried about wall street in times of volatility, sg it supposed to turn to crypto i'm surveying the space. the maker of jim beam is seeing real strength see if this could be a trend that we must be watching stay with cramer

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comcast business. powering possibilities™. some groups remain vulnerable like the cloud base group. take a look at what happened the stock punched more than 15% today. did these guys drop the ball not really the company delivered a solid two cent earnings. higher than expected scales. up to 60%. phenomenal abilities and mostly inline guidance. even better than they raise the forecast why did the stock get dead today. we heard a lot of nitpicking on this one the beats were less significant

than the previous quarters these were all excuses the realest is even though the stock was already down 3 e 30% from the highs from the company reported last night, it came into earnings tradings at 36.5 times sales in market zero patient for high flyers. the stock is a heck of a lot cheaper than it was yesterday. you got a better read on the quarter. welcome back to "mad money." >> thank you for the opportunity. we had another stellar quarter with a strong momentum at over a billion dollar revenue over 62%. we see a lot of momentum

happening. we're very excited about opportunity in front of us >> we got do go over this. l they say zscaler beat street expectation. i could go almost every single one of these reports where it's zscaler with less upside than expected piper. can you put this in perspective that zscaler is doing great but there's people concerned about expensive stocks in the market >> if you look at any numbers, revenue, growth, or large customer acquisition, the numbers are very good across the board.

make sure we keep innovating good solutions to our customers and keeping them safe. we're doing that extremely well. we have way to take this business from a billion dollars to 5 billion i can see how we get there i can see it's a wonderful opportunity. they're very bullish >> you did call out that federal disappointed you we're in a world right now where we're worried about russia, ukraine, north korea, china. how is it possible that federal disappointed when i would think the federal government is most at risk if it doesn't order a lot of things from zscaler >> so, all market segments did well for us relatively speaking. agencies are working on stopgap funding. there's no budget that isn't passed you can keep on buying to keep

them going if you need to start some transformational projects, you need funds from congress we hope that, we expect that the budget will get approved if you look currently, what's needed to sell in federal government are two things. it's the opposite of legacy skur security and we do that well >> this is very worrisome for me if i'm a russian hacker, a hacktivist i say stopgap spending zscaler, they won't buy the stuff they need because they're worried about the short term this is exactly what i'm most concerned about as an american

citizen. i thought we were taking every precaution, not if we were doing stopgap spending >> you know where the budgets are. i don't think i can do much about the stopgap funding. i can tell you duo have over 100 agencies who are using our technology i think additional funding could help them expand it but overall across the country because it's not just the federal government, we also need to protect our public sector as well. other companies. we got lots and lots of customers turning towards us with cyber issues that are related to ransomware, ukraine attacks alike. i was talking to a large german customer yesterday, discussion, the call started with worried about ukraine. these cyber attacks are not restricted to a given area

they can happen globally that's where customers are turning to us more and more cios the same i need zscaler to protect myself the kind of growth you going through to get past a billion dollars. it's pretty impressive >> you have to explain to people, right now if i'm a russian hacker, i'm trying to get in the system. i need to do that by either imitating someone or finding way to be able to confuse people an thinking i belong in the system. would zscaler stop me? >> yes use traditional firewalls.

your applications and systems are hidden behind zscaler. bad guys can't find you. if they can't find you, they can attack you that's the best defense which is the opposite of traditional security it says trust no one. >> not falling from 71% from the previous quarter to 59%. i would presume it should be at 85%. realistic, unrealistic you understand why someone might think that >> i think sometimes people end up being shortsighted. my goal is to build for the long term of the business we think in a billion dollar to

grow 60 some%. it's pretty remarkable on top of that, have some great margins. lots of companies aspire to do the rule of 40 we are operating at the rule of 70 >> i know. >> all right here is what i think your numbers were fantastic. it's a great quarter your stuff is needed more than anyone we're in a course correction mode for the great companies in america. we understand that i'm going to leave it like that. let's see what they do he's the founder and chairman of zscaler which is among the fastest growing companies in the world. "mad money" is back after the break. machin

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franklin! hey, i left my cane in there. what? what do you mean? hey! that's an expensive cane. . we have both the precious metal made a monster move higher. barrick gold, the stock is up more than 17% in february alone. that's not just from the word. last week they reported an excellent quarter posted a five cent earning beat off of 30% basis and a 1 billion dollar buy back from a gold company could this thing have more room to run let's take a closer look with the president and ceo of barrick gold welcome back to "mad money."

>> so nice to see you. >> we have this war that breaks out. we have rampant roaring inflation. my bitcoin went down but my gold mutual fund went up. isn't it supposed to be other way around >> remember what i said, our friend gold. >> they're printing a lot of bitcoin. we had the chairman of the sec on he said we have no idea how many coins are being printed. we don't know what's out there doge coin, it doesn't matter we do have a finite amount of gold and it's hard to find, isn't it >> absolutely, jim remember when they introduced bitcoin, they said there would only be so many bitcoins and lit be block chain and no other. look how many crypto currencies there are in the world today

when you ask somebody how does it work? they can't work it out >> it does seem it's like another stock. when the stock market is good, it goes up and when the stock market is bad, it goes down. i don't need that from something that's been a store on value >> you took your gold forecast from 1200 to 1700. there's harder four year competitors to find gold than it's ever been >> i think inflation, it's many, many years ago when inflation arrive, hard to stop it.

just 75 days ago every one said it was all fun everything is good look at it today >> got that right. you're a maniac about finding a replacement. you do not just want to give people a buy back dividend we haven't seen since the south african gold company fls the 1980s. we have not seen anything like what you're trying to do at the same time i'm saying if it's 1700, maybe i want every penny out there being used to explore. how do you balance >> we structured our dividend policy like gold based on the amount of money on our balance sheet. it doesn't keep a balance sheet. there's a formula so you can look at what you think gold is going to be like look at our forecast to know

what your dividend is going to be we don't prefer dividends to investments. >> you're going to make a lot of money and copper is soaring. you're able to turn on the jets and copper at will, aren't you >> we're the only gold company that has 20% of our business in copper my focus is to keep on improving the quality of copper. >> you did teach me that it does matter what natural gas cost and what oil cost. do we have to worry these can knock down your total return >> yes, in the short term.

remember the gold rush is for the same reason. i just point out we published our road map at 30% reduction on greenhouse gas emission. that road map comes with a 15% irr. it will drop it. it's less dependent. >> i was praising your stock to someone who is a note l environmentalist she said you gave me the arsenic. they are the least sustainable i said you were sustainable before anyone understood what the word sustainabilities meant. >> 30 years. 30 years we have been doing this this is not just an epiphany

it's the way we run our business >> your competitors do not feel similar to you they're properties aren't that good they have gotten in trouble for what they have done to ground work >> that's the very real jof our business today, the world wants you to be responsibility whether you're in nevada

we reached out an supported our host countries >> i wish i could talk to you forever. i got stuff about pakistan, nevada, the dominican republic you're going to come back. i think you're the most informed person i listen to these people that say if bit coin gets out of control inflation, that's where you got to be, and it got cut in half yours went up by half. i'm banking with you >> thank you, jim. >> all right,sir >> you're always welcome mad money is back after the break.

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it's time to circle the wagon around the slow down stocks i'm talking about food and beverage place many have to grapple with high cost, they've also got steady demand and well run. they should have the pricing power to push the cost onto the consumer and that's what makes the stock so good. tonight i want to get a better read on the industry with a japanese food and beverage

conglomerate with a thriving alcohol business earlier this week we got a chance to speak with the president and ceo of sunto ry welcome back to "mad money." >> great can you hear me well >> yes i'm very impressed with numbers. 8% top line. roughly 14% operating income in a very tough business. how is suntory able to put up these numbers? >> thank you very much we invested the brand, will

before i'm surgeon e certain the efforts of those implementation we did and thanks to the leadership of the units. europe did a great job too >> sir, i have to tell you, i'm holding up a bottle of jim beam. it's probably the world's biggest seller of bourbon. what is the success of jim beam that everywhere in the world it is sold and it does well everywhere in the world. >> two things. one, we have been improving its quality by the collaboration between kentucky people and japanese we brought we call east meets west that's production quality,

improvement programs and second point is invested ran recognition program. the long term history which is really important everywhere in the world. we launched a program to all their regions where we operate it's just like beer. female drinkers can drink with freshness by drink ing. we offer a new way to drink like

with jim beam. >> we love your mixture drinks that you can get you have the whole thing in a bottle we buy your drinks which we know will be high quality we serve them rather than us make the drinks and screw them up was that your idea it's brilliant that soft drink expertise and spirits. it's fantastic device, we believer it's a huge differentiation from other products people started to drink at the home and the people want to enjoy the cocktail

the skok taidcocktail quality se su superb this is doing well >> the price, tlhere's not any resistance to higher price for this great brand when did you decide you can if i can it up and start charging a great deal because it's working? >> last october we decided to go for price increase in the meantime we were so proud of the the great quality

we have been investing for more than a couple of years we can be recognized as good quality and a good brand that's why we made great pathway to increase prices >> my favorite are the single malts and your japanese single malts have the best reputations. are you having trouble getting glass? do you have enough ability to make as much as you'd like these are brands that go for super premium prices >> for japanese whiskey, we don't have any issue securing the glasses because of supply of japanese whiskey is constrained.

for other products like bourbon, we have difficult constraint to secure glasses we import from china it costs a lot >> one last question most liquor companies, most companies your size in spirits, do not care much about environmental and social governance they just don't. you're deeply committed to cleaner water. what do you have to say to your colleagues in the industry about what they should be doing to help the environment >> we believe if we want to be player with good product, we have to be contributing to society. we have been contributing to water replenishment program for

more than 20 years that'swhat we have to do so that we can be recognized as corporate citizen to the world water is a blessing for us without water, we can't live and we can't make a business at all. we have to replenish water we have a license to operate, to produce beverages and that's our countkun -- contribution to the world. o we'd like to bring more partners so we can replenish as much water as we use. >> i salute you, sir congratulations on having the best numbers in the industry we'll thrilled to have you

thank you for being on the show, sir. it's a joy to talk to you. >> thank you, jim. >> here we go, look at this. number one in the world. "mad money" is back after this (vo) verizon is going ultra! and so is manny! event planning with our best business unlimited plan ever! with 5g ultra wideband now in many more cities and up to 10 times the speed at no extra cost, the downloads are flying fast! verizon is going ultra, so your business can too. i may be close to retirement, but i'm as busy as ever. and thanks to voya, i'm confident about my future. voya provides guidance for the right investments.

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are you ready? drew in south carolina drew >> caller: a big roll tide booyah >> i love the barbecue down there. >> caller: i've been a club member thank you for teaching us the final freedom. >> i appreciate that glad you moved oaf to cnbc what's up? >> caller: i bought a lot of shares in march. it's at 57 do i stay long for the reopening play or do i sell? my stock is -- >> you stay there. i like that one very much. you stay there i think the stock goes much higher allen in virginia. allen. >> caller: good evening, jim i enjoy your show. thank you for taking my call in 2000, i was following a company named cien >> the hay day

go ahead allen. i don't really care for them they just put an up believable quarter. jerry in missouri. >> caller: jim, thanks for taking my call >> okay. >> caller: i'm a founding member i've been founding for a long time the position we talked about is one of your favorite of last spring it's now a battleground. you think it will come back or should i reinvest my holding in roblox >> it's too low to sell. now you have to start making money and return it to shareholders it will not go up very much. let's go do paige in california. >> caller: hey, jim. how are you >> i'm good. >> caller: why hasn't more smart money picked up on the great

things that they have done >> smart money is dumb they should be buying this thing. he is dynamite he's going to come on the show he doesn't know that, but he will mark in florida. mark. >> caller: hi, jim i enjoyed the morning meeting and your advice. >> thank you 10:20 meeting. can't miss it. what's up? >> caller: i raised some cash the way you suggested. my question is about mp materials. yesterday they reported an earning and revenue beast. i know several law firms are initiating class action lawsuits against them >> they can pound sand i think mp is real we had a to do when i didn't like all that insider selling. it goes higher lie like them. that is the inclusion of the lightning round. >> the lightning round is sponsored by td ameritrade

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. as omicron cases come down, wall street will anoints

post-covid winners you'll raeb there were gigantic winners during the early stage zoom video crushed it's since been crushed along with the other high fliers it has the ease of use then the stock fizzled despite the way the stock changed the way we view documents. who can forget peleton that soared during lockdown and crashed back to earth as people returned to the gym. peleton is the only one of the three that i want you to buy that's pause we spoke to the new ceo and he told a very compelling story this is the guy that will turn around the subscription business of netflix and spotify they sell connective exercise machine. it's clear that he wants to go peleton liked out sourcing the

manufacturing opinion maybe crowd sourcing some of the programs while building a system that lets people compete against each other the covid stocks that have become post-covid stocks i think they are worth picking up door dash. door dash didn't quit when people got healthier they thought people could abandon these. it didn't happen the users kept them. tw convenience and the coast of liquor they can save a fortune and buy their alcohol at the super market rather than paying for marked up drinks at a restaurant second, we learned that air bnb continued to iatratract an ever broadening list of users i bet the business will keep accelerating

ceo has poured money into the technology making air bnb so easy to use that the competition may not be able to catch up. etsy and block formerly known as square reporters have guidance or that's how it seemed the business is growing here and internationally. we know this because etsy raised the transaction fee from 5% to 6.5% that's a 30% boost and they will get it the number one marketplace for hand crafted good, i doubt there will be any resistance it's up 16%. there's square, now block. anyone who listened knows the company is firing on all cylinders especially with the cash app it now includes a buy now, pay later. that's how the stock is surged 26%. it will be more of these pandemic winners with staying

power. you need to understand how special the stocks are they could have some huge swings i think they are great places to be there's always a bull market somewhere. i promise i'll find it for you right here on mad money. see you monday the news starts now. "the news with shepard smith" starts now we're hearing bombing everywhere >> the russians are now conducting a full-scale invasion. >> this is a city that is completely and totally terrified. >> united states will join them in sanctioning president putin. >> russian forces have been trying to push into the capitol but they're being met with resistance >> i believe in my army. i believe in my people