"options action" remember, we will be back on the 22nd have a great weekend don't go anywhere. "mad money" with jim cramer 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 i promise to help you find it, "mad money" starts now. >> my job is not just to entertain but to teach you, call me or tweet @jimcramer, the grand pivot is upon us, a lot of people are having trouble processing it, that includes

today, 138 points, drops 2.7% and nasdaq tumabled 1.384% all part of the pivot, i'm talking about inflation peaking, courtesy of the fed with interest rates quickly as well as the bonds in the future some in demand softened, while supplies were plentiful for a host of goods and for homes. now, as is often the case, people want to fight the fed right at this moment, they can't bring themselves to the believe the party might be over, parties of companies that benefit from inflation, order stocks or cash flow on orders like those in the beaten down nasdaq, any company raising prices will soon want to be a stock you don't want to oin unless they lower those prices,

even those like food and fertilizer, those are coming down a bit though. whether we're talking about regular people buying from the store or manufacturers buying inputs for their products the stocks to buy in this environment have been in a bear market for ages. they are now being freed from their shackals and the bulwark it knows it happening as we talk meanwhile, the stocks that have been leading us higher for years a very narrow group, think faang the acronym i came up with, narrow, narrow, narrow, i think in balance, really slaughtered this week, but only are going to get hammered far more than they already have been. if you want to see a living, breathing explanation of the pivot, please join the cnbc investing club, a lot of people did in the last day just to watch yesterday's club monthly call the whole pivot is laid out there in a very visceral fashion. how do we know what works and

what doesn't work in the situation? you only need to look at history, as i started saying on this show in november, it's courtesy of the companies that make real things or provide real services out of brought then return some profits to the shareholders the playbook has worked so far so well and i bet it will keep working now that pricing so many important things is already peaking and that includes freight as i told you this week and packaging, and homes, and in this environment you need to own companies that make stuff and do things profitably, but let's add also with stocks that remain cheap on price to earnings basis. that in mind, what's the game plan next week first of all, monday, we need to consider if there is anything that could change the flow of the war in ukraine that conflict has jacked up the price of oil but also all sorts of foodstuffs. those are the remaining areas of persistent inflation and it's worth having exposure to them in

your portfolio because i don't think this war is over anytime soon second, we have to keep our eyes on the long buy, now this time, the 30 year treasury, not something previously discussed on the show but better start now, 30 year, not the 20 where all the action will be once the fed sells bond portfolio, usually, it's signifying much higher rates are on the way. get ready for higher, long rates, will led to hurt the nasdaq like we saw today, not the dow, which can hold up just fine, for tangible companies that fit my criteria and my mantra tuesday starts ugly, it's with the consumer price index which doesn't yet reflect anything peaks so you expect another red-hot reading. it will be inexorable and nasty until we see the peak in everything the census, it's almost always too low now. also, on tuesday morning, we get two important reports, first, there's albertsons which i think will be terrific, kind of like

kroger, should also spell out whether they take themselves private, announce a special pivot or buy back because they said something will happen we know kroger has been on fire because its price increasings are sticking, albertsons, how many price increases did they not do but have been for a while, that's car max, used car market has been one of the great inflation battle grounds, terrible battle ground for the fed. because there are so few new cars these used cars bid up to outrageous prices, and this endless series of prices over, where the demand has been destroyed with how high it is to buy a used car will reinforce my thesis all the used car companies must be sold and the fed's going to get a pass, finally on that terrible part of inflation. here's another contrary theory about this earning season. i offer you a whole new view you got to own the large banks

yeah, banks, jim, you're starting to talk about a new bull market aren't you yeah the banks, not just because their stocks crushed, when we see rate hike the biggest winners are the big deposit like hey, jp morgan here, the capital markets have been horrendous if not nil and that could hurt jp morgan profits, definitely, but every time the fed raises these guys instantly become profitable, and want to raise bases. first, i think it's going to open down and these people look at the capital markets and going to panic and sell and then you have to start buying jp morgan, maybe wait until the end of the day. also wednesday, bed, bath, and beyond reports the question is simple, will ryan cohen of gamestock fame join the board and will the bye-bye baby business be sold to private equity i think all, the stock goes up financially. what else, find out the secret of blackrock's success,

wednesday, ceo sets the rules and the agenda for most of the country on these issue and see we got delta wednesday on all in favor of buying travel stocks because it's great reopening but the airlines are a tough sell given how much money they can lose in a fed-mandated recession, done on the airlines into a fed recession, but going higher off these prices off the fed's rate hierks by it so it should take off, the ipos, in this nansing, but bank of america is a regular bank, it's going to do one giant earnings rate for 2023, eve as they may have to cut numbers for the next quarter because rates are yet to rise fast enough to off set the rise of corporate activity also thursday, hear from goldman-sachs, never hear goldman stocks get cheap ever, i think you're getting a fairly

good chance to catch a bounce here if not an investment, because by this point, it should be no surprise that goldman's first quarter was ugly throughout next week, people will be looking for signs they can play the transports or semis on a bounce. you must resist the urge to bet on them. it's simply too tricky check yesterday's speech it's just very hard to thread the needle i don't think most people are nimble enough, i know i'm not with my trusts now keep in mind when you see the coming dislocations as realize the demand has suddeningly gotten weaker for everything and something i'm early on, unfortunate naemt, a, from the fed, hasn't seen what i'm working at that's why i fear a three day weekend i fear will give us a speech on the close of the market that will be remarkably hawkish, perhaps a reminder for those who decided to buy stocks that fight the fed

bottom line, even as fed goes on a war path we have already seen signs inflation is peaking in many areas, unfortunately, so is the rest of the economy. let's go to marcus in the land of enchantment, new mexico marcus >> cramer, what's going on, man. >> i don't know, may take a trip this weekend, how about you? >> awesome, awesome, i'm just chilling talking to you i guess, thank you so much for taking my call >> my pleasure >> i have a question for you i'm a 28-year-old investor with a long time, i have a company that is profit lable, recently pulled back, recently ventured into ar, vr space, is long term hold for portfolio microsoft >> it is a great tech, long hold, absolutely, i like the call let's go to thomas in michigan >> booyah, jim i just wanted to start off with

a big booyah, i'm a high school student out of michigan, my parents also are wealth managers i'm calling to ask -- i know with things happening in russia, like the 25,000 accounts blocked or banned, i want to get your thought on that. >> on coinbase i don't like them. i think that they are too contrary to what i see is right to have in the banking portfolio, let's put it there. all right, already seeing signs inflation is peaking earlier in this program, but when it first happens that you fought to make your move and that's what i'm saying, the rest of the economy gets weaker too though, so you have to do defensive. i'm getting a read on the spirit business, talk with the head and then retail wrecked already so we're starting to screen 80

retail names to see if any of them are beating down enough that even if you have a slow down they'll do okay >> opec become the wild, wild west and i'm learning more about what to expect from the hot commodity with the one and only rusty brazil, the expert, so stay with cramer >> don't miss a second of mad money, follow @jimcramer at twitter, have a question, tweet, send an email to madmoney @cnbc.com or give us a call at 1-800-743-cnbc

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what works in this environment, look at conservation brands, beer and liquor and wine company, while constellation had good headline numbers, i thought seemed conservative, then through in accelerated buy back and helped the stock go better, this week in a note, called the brand the best garp number in the relevant universe that's growth at a reasonable price, i think the analysts dead right, but take it from bill newman, president and ceo of constellation brands, welcome back to "mad money". >> thanks jim, good to be here. >> i saw a lot of things to like in this quarter but i have to tell you i think the modelo numbers, out of nowhere, modelo fishish out, you got to tell me about it, this is a new product and already taken the country by

storm. >> another year of 50% appreciation growth, it's really on fire, now the number two brand in dollar sale and see continuing to grow at a great clip, so we couldn't be more excited about modelo but there's still a lot of run way for growth we got a lot of opportunity, for instance on the draft side, only number five in draft so a lot left to do. >> now, i actually thought it was interesting, kind of worked it in there but something i found, pacifco on draft is now the hot one, we took out another and put in pacifico, the kids -- not the kids, the, you know, the drink age, think this is the number one brand so i got to understand how you have so many number one brands in certain categories. >> our products meet a lot of needs the consumers are looking for today. great sessionble beers and they're step-up brands, premium

brands that fill great gap and as you point out, we got three of them doing great, corona extra had a phenomenal year, modelo did and pacifico in our view is next modelo. >> someone asks you in a call, what happens in a recession, your answer was very telling for people why i think your stock may be the right one tell people what happens in a recession with beer? >> we found it becomes an affordable luxury. someone might not go out, and by a new car or refrigerator but want something to feel good about in a tough enflationary environment and fortunate in our industry we can play to that need and that desire from a consumer standpoint. >> at the same time, you're thrilled with new things i have in my hand austin small batch cocktail margarita, taquila, this is a great story in its own not only the drink

tastes good but the things you continue to do for the people in this country >> it certainly is that was the very first female founder investment that we made, you and i talked about that before but it's tremendously exciting for us to be able to bring that into our portfolio, now in 28 states, up 135% last year, way out performed what we had as the model and very exciting that this is an opportunity to give capital and this is what we did, to give capital to some of the under funded groups in this country, and that's a great example and it's performed extraordinarily well >> i know you got the cash flow to help it and a loft you get things you're still talking about returning a gigantic amount of cash to share holders. >> we made the commitment a few years ago that we were going to bring 5 billion to share holders by the end of the current fiscal year we're now in and this is just one more step in the process making sure we get there. when this is complete, this will

put us more than 75% of the way there, and you know that's one of our key capital allocation plans. we want to invest behind our beer business, stay investment grade and return dollars to shareholders. >> now i know you can't speak to it, a certain vote coming on that would make it so the family would have a different number of shares, sims family, is there anything our viewers should know about that or just read through the proxy and make up their own decision because to me it seems like you really want to flatten the share holder, not have two classes, but that's just me as an observer. i don't own any shares for my trust, maybe should, is that right, you just make up your own mind i'm not sure what to do here >> if you're a shareholder and obviously you're right, management is not involved in this discussion. that discussion occurs with a special committee of our board but if you read what the sansa said they think having a specific class of stock will broaden the appeal of our stock and i think that's probably very

accurate in addition, gotten very comfortable over time with proceeding to nonfamily management you know i'm in my fourth year in the chair now and i think they recognize this is a potentially a very good step and that it will be well-received by share holders. >> okay, when they say, i need to know about cannabis i know that it's true that canopy has not been a terrific investment there's still time it's doing well in some areas, but what about the legislation where are we in this country >> we're getting closer, i think. we certainly hope that we are. we still have some activity in the house, this past week, and we're optimistic that this is going to come eventually what we're really excited about is that canopy is prepared to win once we get to that time frame, they have preexisting deals with gana, anchorage, terosan so they're well-positioned when you run

what the business would look like at a legalization moment it's quite attractive and profitable so we continue to feel canopy is positioned to win when we get to that film time frame. >> i should ask you because it's the theme of our show, you do give kind of a negative view about inflation. is there anything positive, any positive going to come say in 2023, with costs going up? >> i think that remains to be seen you know, we've had unreal cost pressures and we got to ask the question a number of times yesterday about where we think the years going to go. this is the first time we've guided below our long-term 39 to 40% operating margins. we guided to 38 because of this cost pressure, it's unprecedented. we certainly hope we're going to get back to a more sensible position in the not too doesn't future but it's been very tough to predict i must say. >> you still made a ton of money and a lot of people expecting worse but you know how to handle

these things than almost every company i deal with. ceo. constellation brands, great to have you on the show again good story, good stock for this environment, you heard how he said it on how they do it in a recession and i got to tell you, when you think about beer and think about a slain economy, they go very well together more right after the break

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and a fed mandated slow down ahead of them but, you know, what, i guess, a real reality check i don't know if you caught it but pretty amazing, when we sat down with cory barrey, ceo of best buy, got to focus on how her business is actually doing, not just the spreadsheet, look at the merchandise, turns out it's going pretty darn well, she told us a terrific story, despite best comparisons, best buy got a great future and importantly, a supremely cheap stock, four times earning nearly, three times earning nearly four% dividend, 40% pull back from november highs and now people are starting to get higher, are you kidding me last night shows, got a call at dick's sporting goods, one of my favorite retailers, amazing, at a stock, this used to trade 25, 30, mostly because it's written off as a covid winner and it looks like 2022 will be a mile

down year for them i throw the card market that i like the stocks at these levels. stocks so down from its highs, not much danger getting eviscerated if you buy it. but that best buy interview and the question about dick's, it got me thinking, how many of these stories are out there. how many quality retailers out there trading at nearly 10 times earnings or even less, the sign of value it's a good question to begin, we got to work in order to find out the answer which means we have to be very unemotional about it, first we ran a screen that started with every retailer in s&p 500, and s&p small cap 600, there are 78 of them. we don't want anything too tiny so we pulled anything with a market cap below 1 billion right out of lot and now we have 64. so how many of these retailers are cheap? looking at where they trade based on this year's earning estimate, 33 of these stocks suffer more than 10 times earnings, they got the boot. remember, we're looking for

names that are absurdly cheap here and that brings the list down to 31 when you go to discount shopping, got to be very selective, two of the remaining companies have no price to earnings multiple because they're expected to lose money this year and you know what they are? gamestop and bed bath and beyond, both beloved by ryan cohen, he chairs the first and insurgent in the second. take them out, and now we got 29 left so how do you win up and down this system, cheap retailers? we ran a few more screens, first because we don't want anything with a bad balance sheet, cut anything with debt due even dollar ratio over three, brings us down to 19 names, almost manageable, second of all, most these names expected to take a earnings hit this year, that's the only way retailers become cheap, we don't want anything where the earnings are totally collapsing >> ahhh!

>> so we remove anything where the earnings forecast is down more than 20% from last year i got 17 stocks. third, we don't want any companies that just missed the numbers when they reported their first quarter results, that means no gas, no urban out fitters no sleep number, 14. fourth, we cut anything with a dip in the o-liner, one, we don't need a used pay out here but want a mengful one because this is the market that loves dividends. in the end, after all that cutting, that leaves us with nine beaten down retailers that survived that pretty rigorous cutting and they are macy's, signet jewellers, buckle, american eagle, dick's, kohl's, william sonoma, bath and body work and see best buy, with the exception of buckle i've been to all of these multiple times, buckle i have to use the written research, the others i can meld

my own views which i've been to again many times with the research so let's take them one by one, start with macies, trades five times earnings, doing well, last quarter winning streak i think these guys don't get nearly enough credit for their excellent e-commerce business, most importantly, maybe, macy's is dying to break out, every few weeks makes a strike rapidly higher, from the low 20s this move that this thing's going to go higher, being paid to wait, 2.7% yield, this is, of these, i think a terrific, terrific stock to own. terrific okay second signet jewellers, parent of zales, kay jewellers, now six times earnings, it's worth noting wall street estimates way below than what they guided for a month ago. if you believe their forecast the stock is even cheaper under

leadership of ceolina who has come on the show and done a phenomenal job, signet has been taking share and taking names in a fragmented category, looking forward what they do in mothers day, i bet they have a boost when people do more weddings again, for some reason, stock hated by wall street i think it should be adored. i have to tell you when looking at this one, yes all right. third is buckle. it's in a power chain, been own a role, unfortunately most recent data point, just yesterday, buckle disclosed sales down 10% in march, i find it hard to pound the table on this one, however given the fact 3.4% yield, powerful dividend protection here, doesn't hurt the balance sheet is pristine. there's only so low that one can go, so buckle, i don't know. next fourth is american eagle out fitters. oh, this is a tough one. it's been a thorn in the side of my charitable trust, from the

mid at the right times last summer to mid teens today. i've beaten myself up about it endlessly, it is hard to tell what went wrong here, american eagle reports a series of strong numbers, maybe the problem is their arid brand no longer going like it used to down here, sells eight times earnings with 4.4% yield, on the other hand, i just dispatched my kids to europe beachhouse today and they said it was about to be closed in the store, a few things to help them morale the sales people who seemed miserable fifth, there's dick's i mentioned before, dick's saw profitability explode and whial earnings expected to cool this year i think it reflected the stock, eight times earnings, i think dick's is a steal, count me in. dick's sixth is kohl's, now given there's a bidden war here, i don't know how much more, upside

to provide has been a winner but stock is cheap stays 3 and a half% winner seventh is william sonoma, here's a tough one, you would think 2022 would be a tough year but few weeks ago came on the show implied they can actually generate earnings growth, ceo i bet she can pull it off. analysts said this has been tough, i still like william sonoma and i think down here it can be bought. i'm giving it a check. next, bath and body works which kbaned independence after the old branch was broken up last year back in the day, this posted incredible numbers within limited but here we are more than eight months from the break up and stocks down 29%, i think it's been thrown in the bucket with the other home goods players but in reality this thing's great, i think it could be more recession resistant than all the others, 10 times earnings, negativity is over

done, we're putting the check mark to bath and body works. then finally, number nine, best buy, i don't know if you saw cory yesterday, i thought it was sensational. i won't talk your ear off on this one seeing as we gave them the nine minutes, their story last night, we know the first half of the year may be challenging for best buy but really, we're most of the way through the first half now and they look like a great long-term story at 10 times earnings, nearly 4% given yield, down side protection, what's not to like the bottom line, today we saw many discounted retailers rally nice but it will take many more days like today before the stocks are close to being expensive again so i would give any a look what you do, go to the store first and then you do some research, and maybe you conclude what we did, i want to go to michelle in new hampshire. michelle. >> top of the evening, jim, great to speak with you.

>> same. >> caller: i have had my eye on this stock a long time, saw a 3% drop in cracker barrel this week i have a three part question for you, is why is this dip simply an artifact of a down market we've been seeing with the loss of other stocks, or is there something specific, jim, that i need to know about this company? >> okay, michelle, i've studied this company many times. it's entirely trading on the price of gasoline and i believe there will be fewer car on the road and people want to trade, will trade up, versus, say mcdonald's, michelle, i'm giving my blessing to buy at 4.6% yield. they have, i think whether every one of these energy spikes, i think you should buy it. let's go to wyatt in my daughter's home state of oregon. >> caller: thanks for taking my call, jim. >> of course, wyatt. >> caller: two years ago you said this stock could go higher and nearly doubled, i sold it

when it did, it's a stock that we should go about considering revisiting, sony >> i don't know, sony's very involved in the gaming cycle and i think what you'll start hearing is the gaming cycle's too far along. i happen to like the company but i need you to know that's the chatter so i can't get you involved in this until that chatter subsides look, this is what i'm talking about. these are what you should be buying at this stage of the cycle. look at these bargain buys and people let me tell you, oh i hear the consumers bad, no kidding, that's why the stocks are where they r they're beaten up i like them, beaten up and beaten down, will take many more days like today for them to be close to expensive again we're next with oil expert rusty brazil with oil falling from highs but still very, very up there, what could the future hold then howard sholz taking the

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oil was one of the few bright spots the first quarter but now pulled back pretty big from its highs and you're wondering where is it going, could the price of crude stay elevated or crude producers stay disciplined on drilling when regularly being hectored on congress about the sky high cost of energy. with questions of this we always go to rusty brazil, founder and executive chairman of rbn energy and the king of this area,

rusty, welcome back to "mad money". >> well thanks jim, bringing me back with you again. >> so rus, the crude prices are up 70% from where they are last year, down 70% but u.s. crude production out with, would be up maybe 15, 80% is only up 10%, it's still 10% below where it was prepandemic. that makes no sense to me yet at the same time, obviously, congress worried about high gasoline prices. what are these guys doing? why aren't they just drilling like crazy >> well, the production is growing, jim, the thing is it's just not growing fast enough to make up for the cutbacks that or russian production, and the growing demand that we've got. so u.s. producers have actually increased production so far this year about 4% and have, in the time, plays out the way we expect, year on year we're going to end up with about 8% increase in production year on year

but the real question that's out there right now is that, you know, could producers do more? and i think that's really what was on congress's mind over the course of the, the long hearing yesterday and, you know, there's a lot of things going on costs are just across the board, costs for producers are way up, you know, 40, 50% in some cases. it's hard to find crews for drilling, for completion crews of course producers have to pay a lot more attention these days to environmental issues like flaring and then you got investors still focused on capital discipline who want to take that free cash flow that producers are achieving and pay that free cash flow back to share holders. >> rusty, let me just say. >> that was working well over the course of last year. >> but if i'm congress i say wait a second, buying shareholders, this station's in an energy crisis

why are they getting -- why not the american people, what do you say? >> well, you know, if you look at what happened a year before last, these producers lost billions and billions of dollars. it's a cyclical business if a producer doesn't make money when prices are high, they're not going to be there whenever prices turn down and you have to, you know, endure one of the downcycles in the oil business it's just the way the business works. >> rus, but you the within thing you taught me rusty is the incredible natural gas in this country could make it, could make it possible if th europeans were forward thinking and spent a lot of money, we could solve their energy crisis in this continent. is it going to happen? >> well, we're going to increase our production, but it takes a while to make this happen. so we are going to be shifting a lot of lng from asia to europe, that's what's going on now, it's

going to keep going on that way, but we can only increase production in the united states or, sorry, lng exports in the united states by about another .8 bcf over the course of the next few months and that's it until we can build more lng facilities and that's not going to happen before at least a couple years so we're maxed out kind of for the time being. once we actually build those other facilities and no doubt what's going on in prices in europe at 5 times what they are here. >> right. >> those facilities are probably going to get built and then when they do get built, we could be exporting another 8 dcf out of the united states which would take care of a lot of what's, well, what europe needs. >> well that would be the dream scenario. >> to come from the united states, because if we built all those facilities and we don't have any enough gas here it's going to be hard to stay warm when it gets winter in the united states?

>> true, one last question, your royal dutch which sold properties here, your bp, you're worried about your carbon, suddenly russia, your carbon is removed, do they have to come here and start buying our companies? >> do the bps and the exons have to come here and buy companies >> to make up for the production lost -- >> yeah -- you know, it's distinctly possible that could happen they're walking away from production production is definitely up here the question then is are the values going to be right for that to happen let's face it. the values of u.s. companies are looking pretty good right now and if we have an extensive way to make up the difference for what's happening in russia >> well look, i mean to me, the bright part of what you said is we at that take care of europe, otherwise look these companies are making a lot of money, not going to suddenly solve the energy crisis for drivers but

boy for shareholders, rusty, sounds like they are >> sounds like it, and they're going to take care of some of the driver's problem, just not all of it. >> fair enough great to talk to you, rusty brazil, rbn energy founder and executive cochair, i start every morning with rbn energy.com, it's the only way i can be stable enough to help you at home back, after the break. >> coming up, a storm is coming so give us a call, cramer's got the answers to all your burning questions. the lightning round is next. wealth is breaking ground on your biggest project yet. worth is giving the people who build it a solid foundation.

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it is time for the lightning round! and then the lightning round is over, are you ready? joe, in illinois joe. >> booyah, jim -- joe from chicago. btlo, bartellos. >> there's something a little contrary here, this price i actually like it it's down 40%, you buy some here and then some below 20 let's go to mark >> booyah, jim, mark here. my wife and my four-year-old daughter love your show, thanks for all of you do. ciso, the cyber security

company, they on the nasdaq, what do you think? >> paulo alto, again, another price target beat bum today, paolo alto is the one to own ian in kentucky. ian. >> caller: booyah from the family farm outside local kentucky. >> oh, i wish i were there >> caller: i'm here to discuss the ever growing industry, as you know, drones are practical in so many industries, military, agriculture, delivery and recreation, i have two stops on my radar, r-cat -- and. >> i like abav, i think if you go, aerial farming, if you go to the website you can see the switch blat and it's remarkable, i don't want to give you my politics but let's just say their stuff is really good and i think should be employed by our government to give to ukraine. let's go to tim in texas,

please, tim. >> i'm a big fan of yours, just started investing a few years ago, wanted to get your thought on matel. >> matel i like so much, numbers still off a little bit for the time, but jeff in washington, jeff >> caller: jim, i'm been circling the waves of dividend stocks will i get my onesies out of bak >> you know, bak, i'm turning against the commodity stocks and that is pure commodity so i'll say you're okay but don't overstay your welcome. ryan in mississippi. >> caller: hey big jim, good to finally get in touch with you. >> here i am. >> caller: i bought a stock $77 a share, had big hope in it,

true was supposed to premier in march, anyway that sucker failed down to $44 a share the one i'm calling about a dwac. >> well, wcs, kind of a political stock frankly. it's more of like a home team, away team kind of game i'm going to hold off on recommending or warning that stock. joe to florida, please, joe's. >> caller: thank you for taking my call. first thank you for all you're doing to help us get through the turbulent financials, i had a stock i purchased a couple years ago on the height of the pandemic, it's called retail opportunity investments corporation, roic. >> mm-hmm. well, i got to tell you, you got that one versus federal reality, i mean it's not ian an issue frt is the one i want to go with and if you want to insist, you want to go with letter o, 4%

income with a triple yield and ladies and gentlemen, that is the conclusion of the lightning round. >> lightning round is sponsored by tg ameritrade coming up, why cramer thinks the founder's return to starbucks is worth more than a hill of beans. next mobile app so you can quickly check the markets? yeah, actually i'm taking one last look at my dashboard before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪♪

the return of howard sholz

to run starbucks, even if just for five months and they find a permanent replacement, should be greeted with sadness and happiness, i'm sad because kevin johnson not getting his due at all, led starbucks in a tough period, with too many problematic areas, u.s. and china were areas of greatest opportunity, he helped fully digitize starbucks, increase benefits for employees and return a big chunk to capital share holders. he'll be missed, but at the same time i'm plenty happy to to see the return of howard sholz no matter who he chooses as successor sets the trend i'm not holding greed that he canceled the generous buy back, if you own it, though, you can't be too thrilled with that move long return though, maybe the $20 million they could have spent on buy backs can be used to improve star bucks in ways we

can imagine. disappointed some of the stores are unionizing despite the benefits in retail, but they want management to take their complaints more seriously, with one of union buffalo baristas, i felt they were pretty reasonable, but if you don't want a union in your stores i don't know why you hire a successful union organizer other than sloppy recruiting or maybe the labor shortage is just that bad? >> look i won't discourage anyone to better circumstances through collective bargaining, even coming in an age when organized labor was more powerful and corrupt, i will say this, when my daughter was barista at a rifle store, it seemed like thankless work so until they understand why union feels like the right way to go for the starbucks workers, it's hard obviously, it's very bad for share holders. so here's where howard shultz

can play the key role. i'm sure he'll go all over the world speaking to everyone and the $20 million he saved on buy backs can blunt a lot of grievances maybe people want bonuses going through the pandemic, who wouldn't, maybe more workers need to be added to shifts that make it easier to work out maybe there are new concepts that need introduced, to me the store seems a little stale there's a reason why for example dutch bros is such a hot stock, it's all about souped up caffeine experience in the drive-thru that fits perfectly in busy shopping roles in my experience, the people at dutch bros seem a lot happier than the last dozen starbucks i've been to and i like star bucks in end when you see unionization efforts with a company with such boundless benefits:it means they aren't listening otherwise the union would gain no traction, no amount of digitizing or buying back shares will do that

howard shultz will play the game, listen to ceos and get from the founder who still knows best it happen it's a sound move for the company and in the end, a great move for share holders too. i like to say there's always a bull market somewhere. and just for you terror at a train station as it appears russia bombed yet another group of ukrainian civilians. i'm kelly evans in for shepard smith. this is "the news on cnbc. russia strikes a crowded train station. >> you can see what's left of the missile. >> reporter: dozens of evacuees killed. >> this is an attack on civilians. >> reporter: reporting from the ground plus the much-needed weapon ukraine is now getting. judge ketanji brown jackson. >> we've made it, all of us. >> her