spreads. >> mike khouw? >> i also like debit spreads call debit spreads in the case of lily and put debit spread in xlf. >> that does it here for us on "option action." we'll be back here next friday at 5:30 p.m. anywhere. "mad money" with jim cramer starts right now my question 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 cray mar caw. my job to entertain and teach you. call me or tweet me @jim cramer. nice, mean, i don't care eternal or not, hope sprung this week, and if you own stocks, instead of dumping them in the

misery of the week before, this week was a huge boost for your portfolio, with still one more terrific rally, the dow gaining 274 points the s&p jumping 1.17%, and the nasdaq surging to .05% this week is the perfect reminder that you can't afford to flit in and out so easily you can't just say i'll sell everything and get back in when things are better. i told you that all week when you do that, you end up missing a week like this which is about as big as it gets there's always a major reason i'm always telling you to stay the course, even as so many other commentators want you to head for the hills it's why i presented constructive work from some of my favorite charters this week because they're unemotional about the state of the world the charts have no feelings. more on that later remember, most of the big gains each year happen on a very few days ia have all these trading days of the year, but most of the gains occur in a cluster and

then they're over. we must ask ourselves, will that be the case next week? let's look at our game plan. we start monday as we start every monday since the russian invasion of ukraine, with a slim small hope that there's some success in the peace talks so far, so bad, and i don't see why anything will stop putin's advance except maybe mother nature which could make it too rainy for him to bring in the equipment he needs that's true, by the way. harder to imagine that sanctions alone will bring him down, but this was supposed to be a short, victorious war for russia. i know each week can be different and we have no longer oversold in the s&p, i just checked, so different from last friday but we won't have to wait long to find out if things are going to continue because we have a big company that reports after the close. dow jones, bellwether, nike. and i have to tell you, i think the quarter is going to be complicated by myriad issues, mostly involving chinese spending the chinese stock market was

good, but are they buying things i don't expect nike will have good numbers, but that's not the conventional wisdom. all right, tuesday, once a year it happens once a year. tuesday, ceo jenson wong, keynote at gtc tuesday is huge. this is the man i call leonardo da vinci he's the ceo of nvidia and speaks for this conference for developers who ever would name their dog after a company? but, well, this speech will define where tech is, where it's going, and what are the boundaries that must be smashed. he'll smash them here's what i do i watch it live first of all then i watch it again. and perhaps because i'm not smart enough, i watch it a third time i am not at this man's level actually, no one is at his level. even though he speaks in plain english, it's very hard to grasp

what the future really looks like the fact he's fun, that he has a zest for life, and he's kind, and a personality all that will come across. i need you to watch this jenson doesn't make you wish you were smarter he does make you wish you were more curious i find him amazing his thinking should define your thinking it's how i get some of my best tech ideas after the close tuesday, we get an incredibly important quarter from adobe 1 of my favorite software companies as the ceo understands the web is a force of democratization that inspires people to tell the stories they know we all have stories. adobe lets you tell them adobe has a real sense of purpose which is unusual right now, the long knives on wall street are out for them, with several analysts say there's limited upside to the quarter. the standards have gotten ridiculously high for this company. we find out if the market has an appetite for other food stocks besides the incredible hershey's, which is amazing

stock. when general mills reports mills has a storied career, but i think it's no longer the mills of old it's become way too episodic for my taste the today stocks are a diminishing group. they're hurt by inflation. it was a lot less defensive than they used to be. after the close, we hear from kb home mortgage rates are now at 4% given that lunar talks a good game about how the world is shaking sxout that was a good conference call, by the way, i bet kb homes blows away the numbers. as for the response to higher rates, they'll probably predict demand remains rabid for homes in california. next up, little curious, i know, al ollie's bargain. it sells marked down merchandise that is basically offloaded from other retailers that need cash

that ollie's has they buy it for next to nothing and sell it to you for almost nothing to nothing i bought a terrific book for under a book at olli ersh's even though it was water warps and could have doubled as a door jam, i think it was a bargain. how do you think i made money? by buying books full time on amazon i go to ollie's. it's whether they can get their hands on enough inventory. but what happens when consumers are willing to pay full price for pretty much everything and there's nothing to sell maybe you go get water damaged books. bad news for olli e's army we talked to the ceo of american express who talked about how people are going out i wanted to know are they going to olive garden, to longhorn steak? we'll find out when their parent company reports.

stock has been acting funky lately it gives you a fabulous sense of where we are i had a really good brunch at longhorn recently. killer, just absolutely killer bloody marys i'm not kidding. my wife doesn't even like them and she tried one. after that bacon thing i shouldn't have mentioned it. we'll take it out in post production friday, we get the michigan consumer sentiment report and i'll be glued to this because the level of dissatisfaction in this country seems mighty high this is an important number for jay powell because the desire of americans to spend their heads off is surely waning i regard this number as a harbinger of home depot and lowe's as we'll soon turn the page to gardening and outdoor living and the gardening season is like christmas for them if things are gloomy, their numbers won't make it. after this huge week, it's normal to expect profit taking it wouldn't surprise me if we have bitter days ahead i need you to steel yourself, but i will say this, after the gains we had this week, you have

to go over your portfolio, the dip buyers or the ones so disdained by professionals might be back knowing the fed is a month away but here's the bottom line, if you still own the stocks of unprofitable companies that don't even have any good cash flow and sell at high priced multiples to sales, i'm begging you, use this chance, starting today, do some selling and reposition yourself in more tangible companies with much cheaper stocks that i will give you in tonight's show. i'm going to give them to you, but if you own good profitable companies, buckle up it's your time let's go to derrick in california derrick. >> caller: boo-yah, jim. first time caller, long time listener you're a national treasure >> i like the first time longer. >> caller: right earlier, you were discussing northrop and lnt

i recently hurbd heard a report saying the military is going to spend less on the f' 35. how do you feel about lmt? >> look, sometimes you have to look at these companies and say, who is the ceo and the ceo for that company is jim takeland remember him from american tower? when that stock was at $50, he came to me and said listen, there's people betting against me, making up lies, this and that he's darn right. i think lockheed martin is a buy. i want to go to beau in florida. beau >> caller: boo-yah, jimmy. i hope all is well my friend >> it's not bad. i'm hanging with my daughter this weekend we're going to be streaming, you know what people do, we binge, but just on product. look at the theranos thing it looks good. what's up? >> caller: i have a problem, jimmy. my girlfriend will not stop begging me to buy lululemon. it's getting ridiculous.

she's got the lululemon leggings, she's got golf outfits. she doesn't even play golf they're coming out with this new shoe line, and lululemon being down 35% from its highs. 47 pe, it's a great company. i remember when it was in the 70s, i was like, man, i should have bought it then. coulda shoulda woulda. what do you think about it now >> have you thought about counseling i think this is a tough one. you know, you could go together. you could go separately. lulu is very hard. it's an expensive stock. i will tell you this i believe in calvin mcdonald i think that she's right i'm sorry, man you're on the wrong side of this trade. bo, as they say, doesn't know. hope springs eternal this week, no doubt about it. i wouldn't be surprised if there's some profit taking, but next week, my favorite week of the year other than like my anniversary and stuff or my wife's birthday. this is the real deal. so i'm going to introduce you to

selling if you own stocks that are unprofitable but i'm giving you a good one tonight. a company called vacasa. a taste of paradise, but could paradise be profits. this is like an under $10 stock. off the charts, become a cramerica favorite i'm checking other favorites with a guy who is so right, larry williams and there have been a host of new listings over the past year. which of them have some free cash flow and are not a bunch of jokers i'm going to give you my favorites.

[sfx: street ambience] ♪ ["fly me to the moon"] ♪ ♪ ♪ imagine a community where millions share ideas and trade stocks, crypto and beyond. to the moon? in other words... etoro.the power of social investing. (vo) right now, the big switch is happening across the country. small businesses are fed up with big bills and 5g maps that are mostly gaps— they're switching to t-mobile for business and getting more 5g bars in more places. save over $1,000 when you switch to our ultimate business plan...

...for the lowest price ever. plus, choose from the latest 5g smartphones— like a free samsung galaxy s22. so switch to the network that helps your business do more for less—join the big switch to t-mobile for business today.

how not to be a hero: because that's the last thing they need you to be. you don't have to save the day. you just have to navigate the world so that a foster child isn't doing it solo. you just have to stand up for a kid who isn't fluent in bureaucracy, or maybe not in their own emotions. so show up, however you can, for the foster kids who need it most— at helpfosterchildren.com when it comes to cybersecurity, the biggest threats w don't alwaysst— strike the biggest targets. so help safeguard your small business with comcast business securityedge™. it's advanced security that continuously scans for threats and helps protect every connected device. on the largest, fastest, reliable network with speeds up to 10 gigs to the most small businesses. so you can be ready for what's next. get started with internet and voice

for $64.99 a month. and ask how to add securityedge™. or, ask how to get up to an $800 prepaid card. scott wapner earlier, some of the spac stocks are finally starting to make a comeback after spending ages in the penalty box. take vacasa, which is a software platform that allows owners of vacation properties to rent them out for extra income unfortunately, vacasa came public by merging with a spac late last year as soon as the deal closed, the stock sunk like a stone. falling to $5.40 since then, it's caught fire climbing just under $8 today part of that is because of the broader market wide strength, but they reported a terrific quarter. unlike so many spac names, this is a real company that should be able to generate $1 billion in

sales this year. i like this. it's not quite profitable yet, but it's getting close so is it time to give this one serious consideration? let's check in with matt roberts, the ceo, to get a little better sense and also i'm going to ask matt to talk about his previous background before we get to this welcome back to "mad money." matt, you're a money maker tell people what you did before this so people know why i think you know how to do it right. >> thanks, jim good to be back on the show. i used to be the ceo of open table. restaurant reservation app >> and that was one of the greatest hits "mad money" has ever had so we wanted to thank you. thank our viewers, en masse, bought the stock, and it matters. now i'm thinking maybe they should buy vacasa. i was checking with brian chesky, the ceo of airbnb. a lot of people feel you're a competitor the first thing he says to me is we have a great relationship with them. tell me how it works that you, who a lot of people are saying

is the second banana to airbnb, are actually partners and doing great together >> yeah, we're great, strong partners with airbnb, booking, vrbo, so the focus for us is on the supply side. this is bringing availability online and it's really our primary focus. we're focused on making homeowners the most amount of money and making it super easy for them so we are the product on the shelf, if you will we're providing critical supply that fuels the whole growth engine of alternative accommodations, which is growing fantastic, as you know >> okay, so my wife is down in dell ray, because hey, we're all -- we're snow birds, and she went to a person, rented the place, but there was no vacasa the person who rented to us wanted very much to be hands-on. now, that is -- that's not necessarily the way, if you

can't be hands-on, maybe there's another way. maybe there's you. >> yeah, absolutely. you can rent out your home yourself or you can work with vacasa. we're a full service think about it from a homeowner perspective. they just hand us the keys they book the nights they want to use for themselves, and we write them a check each month. we write them a big check, too when they switch over to us, they earn an average of about 20% more the first year they're with us. >> it said to me, matt, younger people who can get -- you know, have enough means to buy a vacation place somewhere, but they can't afford it might be able to afford it by going down, say, four or five weeks a year, and then get it over to you to make the money to be able to pay for it >> that's exactly right. we're seeing more and more people contemplating how much money they can make by the rental income as a determinant of how much of a house they can

actually afford. which actually obviously creates a nice lock-in for us because we're critical part of how they afford the home. so it's exactly right. >> do you have a team? i mean, someone who can show you the place or at least virtually show you, someone who can clean it up after someone else had it, give you peace of mind the place is good if you own the place >> that's right. we take care of everything we set up the home to -- we create the marketing copy. we set all the pricing and importantly, we handle all of the guest reservations. we take care of the guest before, during, and after the stay we make sure the home is well maintained and cleaned we actually take care of everything that you would need >> cable when we couldn't get netflix, i'm not kidding. we couldn't get netflix. we didn't know who to call >> call us >> wow >> you call us you would call us. >> i knew it i knew it when i heard you were doing something it would be

great like open table was. we discovered during covid we were afraid of hotels. you have to get in an elevator with someone i still don't like it. i'm hearing about this whole new strain to me, staying at a house has turned out to be the safest way to vacation. are you seeing that? >> yeah, obviously, during the pandemic, we became the accommodation of choice. absolutely, for all of the reasons you just talked about. but what's interesting, though, this is really not just a covid thing. this started over a decade ago we had about 10% of the people staying in alternative ac accomac accommodations that grew to 30% by the end of the decade this is not a new thing. it's an accelerant to the trend during the past, you know, pandemic period of time. but it's not a new thing it's actually just a nicer way to travel. >> okay, so i'm a wealthier person, i'm watching cramer. i got this guy matt. i'm thinking, you know, i'm going to start that business tomorrow what edge do you have? >> it's really hard to do what we do.

it's a very logistics heavy business the most important thing, though, is it's technology enabled. the entire foundation of the business is technology based the only way we're able to do and scale and run the business so efficiently and effectively is because we have a bunch of proprietary technology, everything from a homeowner app to a guest app to a field service app so they check all of the things that are done before they leave after each clean. we have revenue management tools with a.i. and a lot of algorithms that actually maximize the revenue that homeowners get that stuff takes time and expertise to build that's what we have done, and we built it to scale. >> all right, i am going to tell people, i usually don't do this. this guy made everybody a lot of money. matt roberts made a lot of money for people i think he's going to do it again with vacasa. all right. i don't do that typically. i'm saying it now. matt, great to see you again >> thanks, jim >> guys, small dollar stock.

i nearly called my wife. i said should we be looking at property because we have this guy at our side, just like we did when we opened our restaurants "mad money" is back after the break. . >> coming up, sharpen your sweet tooth. cramer goes off the charts with a breakdown of vang and more, next

nurse mariyam sabo knows a moment this pure... ...demands a lotion this pure. new gold bond pure moisture lotion. 24-hour hydration. no parabens, dyes, or fragrances. gold bond. champion your skin. new projects means new project managers. you need to hire. i need indeed. indeed you do. when you sponsor a job, you immediately get your shortlist of quality candidates, whose resumes on indeed match your job criteria. visit indeed.com/hire and get started today.

♪ music ♪ whose resumes on indeed ♪ dream, dream when you're feeling blue ♪ ♪ dream, dream that's the thing to do ♪ ♪ music ♪ when you see value in all directions, you add value in all directions. accenture. let there be change. (vo) some bonds last a lifetime. some bonds inspire confidence, and some you grow to rely on. these are the bonds worth investing in. for over 50 years, pimco has reinvented fixed income to create opportunities

for investors in every market environment. so, no matter what happens you can build the bonds that mean the most to you. pimco, a global leader in active fixed income. all week we have been doing some crazy stuff here, right look, this was a fabulous countertrend rally after month of hideous action, and that's especially true for all of the beaten down tech stocks that have been able to bounce back. but regular viewers know i still feel some trepidation about this market while there were a ton of stocks

that came down too far too fast, the overall backdrop of this rally is still suboptimal. there are still far fewer winners than i like to see, and they tend to be clustered in a couple of industries that we have learned to be more treacherous than we thought. that's why all beak we have been consulting technicians yes, people who look at charts, to get a better read on the situation, because their methods help take our emotions out of the equation now in the last week, wall street has gone from despair to euphoria, and you don't want either of those feelings to guide your decision making because that's how you make mistakes let's go to someone who has been around so long, larry williams, a legendary technician and market historian who has been trading stocks since i still had a safety blanket and diapers that you didn't dispose. he's creating a ton of his own proprietary indicators everybody uses them, and he has a multidecade track record that's only gotten better since

covid threw the markets into disarray he called the bottom in the covid sell-off rather than focusing on the averages again, i said what are you looking at he said let's drill down to the old guard and the new leadership with the last one being one everyone watching is going to get comfortable. we're going to start with the old facebook, faang, facebook, alamazon, alp, while these are formally hot names, they have struggled since the fed started getting serious on inflation in november some have held up better than others i have a lot of tech stocks that are profitless, these guys also peaked too they all peaked. they have all been hurting williams points out nearly all of the faang names have consistently made lower lows that's a tale tell sign of weakness i have to own this because you know the travel trust owns these

stocks and they have not been good actors. facebook has been the weakest. apple made a lower low, amazon did the same thing netflix is so ugly it's challenging facebook as the weakest in the cohort. but now, take a look at the daily chart of my favorite take a look at the daily chart of alphabet, which we bought more of for the travel trust when it dipped one of the few that we did this is the artist formerly known as google. unlike the other faang plays, alphabet has a stable floor of support. it hasn't made a lower low look at this it hasn't made it. this tells williams that the stock has been in strong hands it's under accumulation, meaning the big institutional money managers never truly stopped buying whereas the rest of faang experienced months, moments of mass capitulation, where tons of shareholders threw in the towel and became sellers, alphabet shareholder base didn't go

anywhere according to williams, when a stock holds up like this while the broader market is getting hammered, it's one of the strongest patterns he knows. this alone should make you own some alphabet, but we're not done take a look at the blue line at the bottom of the chartd this is the on balance volume indicator. it's a cumulative indicator that measures volume flow, adding the volume on up days and subtracting the volume on down days for charts, this volume is like a lie detector with google, you see a positive divergence while the stock tested the january low in late february, okay, and march, the on balance volume line held substantially above those levels this is such a bullish pattern that it shakes me to see how great this is. take a look at the action google plotted next to one of williams proprietary indicators that measures professional accumulation google made a couple peaks going

back to november all right. when the stock went higher while the professional accumulation line went lower, that told you big institutions were selling. right there, buying of the just we don't know who's buying it, but we know the pros because williams index pros were selling. keep that in mind. now, williams points out that we have the reverse the stocks moving sideways while the professional accumulation line is headed higher. again, this is so bullish. now, i'm going to blow your minds with this one. williams always likes to look at seasonal patterns. how stocks typically do at a given point in the year. check this out with google, there's a strong seasonal pattern where the stock tends to rally from april through july late march tends to mark the stock's seasonal bottom. well, guess what next week is? late march according to williams in the last 14 years, if you book

google on the first day of april and sold it 20 days later, you would have made money, take a guess, 92% of the time 92%. don't you want in on that? there's one other faang name that's held up better than the average, not good as google, but i like this too, amazon. the stock is bouncing hard off its lows first check thout daily chart of amazon plotted again the seasonal pattern just like with google, this is exactly the time of the year when williams would expect the bottom based on the calendar in the last 12 years if you bought amazon on the first day of april and held it for 35 days, williams says you would have made money 11 out of 12 times. even the one time it didn't work, you only had a small loss. i love these kinds of things i love these correlations. i think he makes a compelling case, but google and amazon are no longer the leaders of this marked other than this week, even mega cap tech has struggled

you need to be a bit of a contrarian to bet on these not everybody wants to stick their neck out like that, but there's one defensive stock and this is incredible, the same one that worked in the year 2000 when we had the dotcom bomb. one that larry likes that might be more fitting for this current moment, a company well run with a great ceo, and that company is coca-cola. can you imagine? the dividend, good buyback, how about the chart? look at the daily chart coupled with the on-balance volume williams points out a ton of volume has come in here on the long side, even as coke has pulled back from its highs over the last couple weeks now this is an extremely positive sign. it tells you that big institutional money managers are buying it aggressively made me want to buy it i said i have to put it in the bull pen for the travel trust, for the investing club because it makes so much sense to me coke is the kind of stock hedge

funds like to own at this point of the cycle williams is betting outperformance will continue next, take a look at the action in coca-cola versus the seasonal pattern. just like google and amazon, this is precisely the time of year when coke is likely to bottom the stock tends to rally nicely from april through june. williams also looks to search for all sorts of correlations in order to find reliable trades. he found one with coke this shows you coca-cola in black, this one blew my mind and sugar prices sugar prices pushed forward about one year in blue almost all of this company's products are based on sugar. what williams sees here is there's a powerful relationship between coke's share price and the price of sugar in fact, it's almost uncanny how closely coke's stock follows the action in sugar from a year ago. you might expect the stock to go down after sugar goes up because it's a major input cost for them u

uh-uh. it follows sugar if the part pattern holds, coke can continue to rally. is this a confusing moment for everybody? but like i tell you, there's always a bull market somewhere right now the charts by larry williams suggest we have incredibly bullish action in google, very good bullish action in amazon, and money in the bank action in what we call knockout, coca-cola. i would not bet against larry williams let's go to mark in florida. mark >> caller: hi, jim i enjoy the talk by you and jeff this morning >> oh, thank you our 10:20 morning meeting. everyone should be in the club it's the most candid, and we talk about person stuff in order to make you money, which i love. let's go to work together. mark >> caller: okay, my question is about unity software i bought it at $130 and sold it at $176 as it declined it's bounced back a bit the last few days independence analysts rate it

poorly, but i value your judgment more than theirs. do you think it's worth repurchasing at this point >> unity is a company with john rick attella, that has come all the way down it was up 4.7% today, to the point where i think it could make 20 points for you i don't think it's going to go all the way back to $210, but i think it can rally but remember, it doesn't earn money. i'm focused on companies that earn money companies like coca-cola companies like amazon. companies like google. i have to tell you, if you don't buy the coke or the google, if you're a trader, i think you're making a big mistake you're betting against larry williams, the best that's ever been i say it every night, there's always a bull market somewhere, and the charts suggest what we're seeing in google, amazon, and coca-cola is real. much more "mad money." could there be some winner among the ipo class of 2021? i found one. i'm sharing an important screener i'm using we have a couple and last week, we were wondering

when the great bear market would come to a win. now after a week of green, we have to wonder when the bull market is going to come end. and tonight's fired up edition of the lightning round stay with cramer ♪ ♪ at cdw, we get today your hybrid organization depends on different networks, different devices and different ways of working. so how do you manage to keep everything together? cdw can orchestrate a cisco sase solution or secure access service edge. converging security and frictionless connectivity in one cloud based approach. so your dispersed team feels closer to home. for a unified hybrid workforce, trust cisco and it orchestration by cdw. people who get it.

what happens if you ever need to miss work for a long period of time? why would i miss work? i don't know. you could sprain your ankle,

throw out your back... get hit by a school bus. or a regular bus. get kicked by a horse. fall off a ladder. bathtub mishap. polio. boating accident. stuck by a fork. rabies. wolves. scurvy. talk to us about disability income insurance today. feel comfortable about tomorrow. massmutual.

you know me, i spend a lot of tyke trashing the $600 companies that came public last year over 200 spac mergers. a great number of these stocks are absolute garbage, but i don't want to paint with too broad a brush. it's late to get out of them with more than 600 newly public names, some are worth picking at now that they have come down so

dramatically from their highs. that's my feeling. if you know what you're looking for, and you're bold enough to take a chance on them, you actually might be able to spot some real good opportunities, but it's very difficult. we have tried being opportunistic with this group before it worked out well the key is to be vigorous. in late january, we look at new stocks on track to earn money this year, with reasonable price earnings to multiples. i highlighted 12 of them fast forward nearly two months and 9 of these 12 stocks are up, despite being an incredibly difficult period for the market. the group is up roughly 10% on average. this works this screen worked for us. let's go back to the well, right? we're going to go back to the ipo and spac well with a more refined approach last time, we picked among the rubble, we were looking at earnings this time cash flow. why cash flow? we're taking our cues from the best ipo expert out there.

you should sign up for this thing. this year, they have become pretty door, but a couple weeks ago, smith included a throw away line that caught my attention. after a ton of doom and gloom about the hideous performance of recent ipos, he pointed out 2021 ipos with positive free cash flow have higher returns than the rest that's why we're looking at free cash flow. since november's investing club meeting, i have told you the new "mad money" parting line at this point in the business cycle, you want to own companies that make stuff and do things, turning a profit in the process. ideally enough for profits, they can turn that prauftd for you. that's a big ask for a company that just came public. they're usually in growth mode it makes more sense to invest in the business than waste on dividend payments. free cash flow is an easier lift it gives you an idea of whether the company is making money or not. when the traditional ipos from 2021 and 2022 along with the

spacs, only 380 of them are still largely enough to talk to you about on television. from those 380 listings, there were 125 names that had positive free cash flow in 2021 discouraging but not surprising. a lot of junk came public last year next, we considered valuation. so we cut anything that's trading at more than 40 times its free cash flow then we also threw away some chinese and russian stocks that are geographically tough to own right now. that left us with 60 names there were some surprises. for instance, i didn't expect to see wheels up in there, the private jet rental club. been a horrific performer, yet they had positive free cash flow last year, even with the stock at $3 and change, i'm not tempted because they're set to keep losing money until 2025 not good enough for me we also found positive overlap like open lending, traeger, solo brands, all of these continue to have my endorsement, but tonight

we want fresh ideas. after pouring over the 60 new stocks that passed, first is hayward holdings, the making of pool equipment i have been watching it since it became public. i love the pool business it's one reason i have been recommending pool corp for ages. hayward holdings occupies a similar position now, when hayward reported the most recent results, they took a bit of an earnings hit, but the stock barely skipped a beat. while their guidance was allegedly disappointing, they're predicting 9% to 12% ebitda growth plus the stock trades at less than 14 times this year's earnings making it much cheaper than pool corp that works for me. second is a little controversial, market wise post spac name that sunk like a stone since it completed its merger last summer i know these guys from my old business it's a subscription based research investment tool

it's gotten too cheap here at these levels it's trading at nine times next year's earning and i see it as a pure value play it caused one final lurch down because it refused to offer guidance they had graeme commentary on the current quarter, but i think that's washed out. all the weak hands have created a good entry point it's dicy because it's about the stock market third, ryan specialty group holdings they provide specialty products and services to the insurance praemp it's one of the few 2021 ipos that has defied the gravitational pull of the group. after getting slammed post earnings, it's at $36 and change i think the sell-off was excessive given the numbers were fine, the guidance was better than analysts were expecting generally speaking, leaders in boring industries can give you tremendous long term gains fourth is sovos brands

his is a package from a company you may have noticed as rao's pasta. they had a misfortune of coming too late in the ipo cycle, but this company just reported magnificent quarter and the stock has been rallying nicely this week. even after the move, it's trading at just 20 times this year's earnings estimates and the stock was off a few bucks from the ipo price finally, there's vivid seats this is a ticketmaster competitor that came public via a spac deal last year. it is trading at 50 times next year's earnings estimates. may not be your tup of tea however, when you look at the free cash flow basis, it's only ten times last year's numbers. the stock had a nice move during a difficult time for the market. i think it has more room to run. bottom line, if you're willing to be disciplined in your approach, you have my permission to sift among the rubble of last year's ipo and spac mergers.

that's why i like hayward holdings, sovos, and vivid seats. "mad money" is back after the break. . coming up next, cramer is bringing the thunder and answering your burning questions in today's edition of the lightning round. your doctor gives you a prescription. “let's get you on some antibiotics right away.” we could bring it right to your door. with 1 to 2 day delivery from your local cvs. or same day if you need it sooner. but aren't you glad you can also just swing by to pick it up, and get your questions answered? because peace of mind is something you just can't get in a cardboard box.

that's how healthier happens together with cvs. [sfx: street ambience] ♪ ["fly me to the moon"] ♪ ♪ ♪ imagine a community where millions share ideas and trade stocks, crypto and beyond. to the moon? in other words... etoro.the power of social investing.

(vo) verizon business unlimited is going ultra! get more. like manny. event planning with our best plan ever. (manny) yeah, that's what i do. (vo) with 5g ultra wideband in many more cities, you get up to 10 times the speed at no extra cost. verizon is going ultra, so your business can get more. it is time it's time for the lightning round. and then the lightning round is

over are you ready? jordan in california jordan >> caller: hey, item thanks for taking my call. >> no problem. >> caller: i was looking at this company that specializes in products and services. management team is strong. and customer retention rate was a healthy 80%. i think it's grossly undervalued because of inflation and high growth i was wondering what are your thoughts >> him and hers lose money even though it's low on the dollar basis, i'm not recommendic stocks that lose a lot of money let's go to michael in florida michael. >> caller: hey, jim. big boo-yah to you from florida. the stock i got a question about is a stock that came down huge after a special dividend payout a while back it has a dividend of 12.94% and it's only at $4. -- $5.40. what's your opinion on q

harbors. >> that's a definitive red flag. i'm not going there. we have seen a lot of companies like that over time, they usually have residential mortgages nobody knows about i'm not playing. david in ohio. david. >> caller: big boo-yah from cleveland. got to get you out there >> what's going on >> caller: i'm calling about shell midstream, bought it for the dividend it's been reduced from $1.84 to $120 the stock took a hit, but there's a buyout offer from an affiliate. >> i don't think we need to do this i think this is, you know, i want you to do enterprise product partners i want to give you upside, epd that's the best one if you want to be in that group, and it's got a 7% yield and it's really well run steven in georgia, steven. >> caller: thanks so much for taking my call >> no problem. >> caller: i'm a senior at the university of georgia and have

been a fan of "mad money" for a few years now. i wanted to hear your thoughts on the recently announced strategic combination between health care trust and health care trust of america. the stock is down around 13% year to date are you a buyer? >> you know, i don't know, i thought that made a lot of sense. by the way, i like that, too i tried to figure out how many guys are going to come public. i think you have a good one. i like it and i like your attitude toward the stock market i need to go to philip in georgia, please. ph philip >> caller: boo-yah first time caller long time listener >> excellent >> caller: 18% of my portfolio is in draftkings >> that's too high i even like jason robins i work for draftkings. i think jim chanos says it's a great short. i think the time to short the stock was much higher. they're going to be a winner, but you have to cut that to 10%. that's too much. you have too much in that one

stock. let's go to jorge in california. >> caller: thank you for taking my call. >> of course >> caller: i'm interested in what you have to say about gild. >> no, i know it looks very, very cheap but you know what, that's not why we buy drug stocks we buy drug stocks because they have growth, and gilead has none that is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade >> coming up, has the bear's roar become a bore how did the bulls trample downers in week locked with uncertainty? find out next. when traders tell us how to make thinkorswim® even better, we listen. like jack. he wanted a streamlined version he could access anywhere, no download necessary.

and kim. she wanted to execute a pre-set trade strategy in seconds. so we gave 'em thinkorswim® web. because platforms this innovative aren't just made for traders -they're made by them. thinkorswim® by td ameritrade

one week ago, one week ago we thought the great bear market of 2022 would never end for good reason we knew the stalemate in ukraine couldn't end well. we knew were on the cusp of a big bad fed meeting. going hard, throwing us into recession. inflation everywhere, every commodity, especially oil. we expect the collapse of the chinese stock market a week later, and it's a different world. as crazy as it seems, the drag

is now cutting against the russians the outpouring of support for ukraine now has putin surrounded just like he's got the people of kyiv surrounded. the difference being that short of nuclear weapons, the russian military seems like a protempcon army the question is if putin can stay in power, and will the west consent to it because the west is going to have a big role in his future you must remember, every tyrant ends, every tyrant ends. china, president xi caused the bottom in the stocks with an aggressive buying push he caught the shorts leaning the wrong way and crushed them big week for him the fed, just like i expected, the event was well telegraphed and chairman powell handed things with aplomb suggesting he had to stay aggressive unless inflation slows down that's exactly what we needed to hear then as if by magic, the high growth stocks, even if they're losing money, saw their stocks soar because anything that can tamp down inflation makes their future earnings more valuable.

of course, then again, i do want you to take profits. how about oil? it was up on a spike, like so many other commodities, and slinked down quickly to a still high but more reasonable level at least it didn't spike to $120 like the bears told us it would. how could we go from bear to bull in one week we previously viewed as an unthinkably positive scenario turned out to be the more rigorous view than the bearish view the slowdown in russia's invasion had more to do with a false smashz of the military capacity and an underestimating of ukraine's abilities including that of its leader at the same time, we have seen oil spike, but we also know that the oil futures are often irrational it's not a good market so we could have negative pricing. once real sellers came in, the actual producers, prices dropped. as for powell, i have no idea how to get it across to people he's a different kind of fed chairman he's thoughtful.

he's prescient he's well grounded, and he's smarter than the 20-odd people in that hollywood squares thing he's got going when he does that press conference put it all together and you is a remarkable term, one that was accelerated by the tremendous amount of negativity that added fuel to the fire what's the real lesson of the bullish action i think it's that the bears are incredibly effective getting their message out while the bulls want to stay silent because they don't want to look like idiots on youtube if they turn out to be wrong nobody ever mocks the bears. they're always taking seriously. so they don't care about looking like idiots. but a blown positive call can kill your career in this business a blown negative call, it does nothing. so i need you to think about who you listen to and remember that some person's agenda might be very different from yours. maybe they want to be able to raise money for their hedge

funds, which means they need to temper their bullishness in public you want to make money it's not the same. never has been i like to say there's always a bull market somewhere, and i promise to try to find it just for you right here on "mad money. i'm jim cramer see you monday the news with shepard smith starts now president biden warns president xi, do not help vladimir putin i'm shepard smith, this is the news on cnbc president biden's high stakes call with china's president xi >> consequences of china to provide material support to russia -- >> what we're learning about the nearly two hour talk russia attacking western ukraine, the new strike as a defiant vladimir putin delivers a message at a fiery rally >> the anxiety level of everybody in the