fans but you don't play in new york anyway amgen reports this week. i like amgn, melms >> fun to be all here together in house thanks for watching "fast. see you back here tomorrow at 5:00 for more "fast. "mad money" with jim cramer starts right now. my mission is make you money i'm here to level the playing field for all investors. there is 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 cramerica other people make friends and i'm just trying to make you some money. my job is to educate and teach you and call me at iphone phone -- at 800-743-cnbc or tweet me

at jim cramer. it is tough for companies to succeed in this environment. when you do get a winner, it is worth taking a closer look at to to see how that winner pulled it off. before we go into a success story, the price of failure is high you can't deliver value, you might lose your control of your own company. twitter just sold itself to elon musk for $54.20. many think this is another billionaire vanity play and i think there is lot he could do to unlock value that the current management is simply not doing it it might be easier to reinvent as a privately held company to make a more enticing platform. in the end the existing management had no execution and so twitter's leaving the stock market while somebody else pries to fix it. and you know what, i think that someone else, elon musk, could pull it off. begs the question, though, how about companies that are too big

that are to be taken over. what could make their stocks go higher other than when the futures take everything up, which happened today i i think it is worth diversifying to learn what could take the stock higher in a bad market a stock on a tear when the other stocks are going down. we have a verified winner today that is a great example. it is prosayic it doesn't bring to mind battles among titans it is coca-cola. yeah plain old coke of course, 100% recycled bottle and all sorts of other little cokes. may think that coke is just sugar water and easy to substitute but they had a great quarter and showing how iconic the brand is the quarter is a reminder that sometime you want to own the best of companies in a sale not

the worst and hope that elon musk comes knocking. they're dealing with the same issues as everyone else. they've been able to safely navigate through the thicken because they have a ceo james quincy who is the opposite of what they have at twitter. as he said at the beginning of the conference call, after a promising start to the year, the operating environment soon changed. with very significant geopolitical conflict over covid in various places, record high inflation and continued challenges in the supply chain front. not great. but quincy goes on, nonetheless, we've consistently sustained our momentum from last year, end quote. which is how coca-cola delivered strong top and bottom line growth in the quarter and i have to tell you, this the kind of stock that you need to find and not where you hope a rich person comes by first let's consider china giant market for coca-cola

and they came out like gang busters in the chinese new year, i can't remember a month when they were do so far quincy is working with local bottlers and to maximize quote share of visible inventory into channels that are open. you know what that means the translation. they're using this tough time to gain market share for when things get better in the lockdown and that is precisely the right way to handle a company on the brink china promoted a home grown vaccine rather than embracing the bion tech but they didn't buy it and coca-cola will be ready to take share will you look at this. will you look at this. isn't this what we're looking for in this terrible market?

how about europe quincy said keeping a close watch on the conflict in the ukraine and remain ready to pivot and adapt. and they exceeded the pre-pandemic levels. the company introduced something called hard seltzer which is the most exciting launch in the company's history or since they stopped putting cocaine in their core product they bought toppo chico for $220 million and we'll look back and say that has to be one of the great steals of the new century. quincy now about, because he ran coca-cola mexican business from 2005 to 2008 and now made a bet y you could infuse a drink that is a niche. it is impossible to find around the globe. it sells out so fast everywhere. and if they could get more glass i think you'll see this hard seltzer everywhere too and you'll see the regular

seltzer. white tlauclaw eat your heart o. how is coca-cola doing in the u.s. this may be the toughest nut to crack. people are going out again, which is a huge reason the growth grew by astonishing 17% going out to dinner and soda but the united states has some of the worst inflation in the developed world. when i talked to james this morning, the most attractive is the u.s. because of rising costs and nothing that the fed could do about it. often think about what is in the can is the real cost but the can seems to be the problem right now. the packaging here is made of aluminum or plastic both of which has soared higher in the price. the company makes cans are helding back for a long time, mostly because of covid, if year going to get out, we need to see a lot of companies adding capacity for the federal reserve

left to crush the economy. when it comes to coke, production is what matters and then there is the cost of freight. the truck driver shortage is very real. many drivers are in their 50s and 60s and tons of them are retiring them ahead of schedule. and it is hard to train and so the pool of talent isn't there result you have to pay someone a heck of a lot more to drive a coke truck than you did a few years ago. jay powell can't create more truck drivers butco slow the economy, still how did coca-cola did what twitter can't do and they did this worldwide. i don't want to limit to america. they got in touch with thur customers and how and they really wanted their product and made a deal with door dash in the u.s., they opened a ton of new outlets and work the tirelessly to -- [ inaudible ] by primary waterways even taking deposits back into the

supermarket for glass bottles. when i was a little boy and got nickels for bringing them into the a&p. only you could say come on, coca-cola would never have to summock to what happened to twitter today. i come back and say sure that may be the case because this company has developed with his challenges and twitter failed to do so. it is tough in this environment, we all know that but coca-cola put on any challenge you might throw eight them that is long lasting strength. that is great stock to put away. collin in pennsylvania, please, collin >> caller: booyah, jim with a shift in market sentiment and the bear stance for this sector, this stock is hitting a two weeks low and what are your thoughts on shopify. >> it became over valued it is such a terrific engine of

growth it is the best of what it does but that doesn't matter which is why i say hedge bur bet and buy amazon over shopify. mike in michigan mike >> caller: yeah, my question this evening, i'd like to ask you about a company that knows how to drive growth and value and they recruit good people and they outperform competitors an the company is rockwell automation. >> think they are terrific and i have a statue of their clock tower on my desk to remind they that we do know how to do things i like it here i think it is a buy. yes, it is tough to succeed right now. but coca-cola just showed you how to do it tonight, the appliance industry has been hit by demanded so how is whirlpool navigating. i'm checking in with the top brass and then the airlines are flying high but does this rally

have legs. i'll give you my take. and are investors hitting the off button well have the ceo. so i want you to stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer, #madtweets send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. at fidelity, your dedicated advisor will work with you on a comprehensive wealth plan across your full financial picture. a plan with tax-smart investing strategies

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on us. join over 3 million members and start enjoying rewards like these, and so much more in the xfinity app! and check out jurassic world: dominion, in theaters june 10th. this is xfinity rewards. our way of saying thanks, with rewards for the whole family! from epic trips... to the original jurassic park... on us. join over 3 million members and start enjoying rewards like these, and so much more in the xfinity app! and check out jurassic world: dominion, in theaters june 10th. what do we make of the numbers from whirlpool, the appliance king pen they closed after the close, the stock got budgeoned because the

sales came in weeker than expected an they had $4.79 base but the stock rebound after management is thinking about saling their european business i think this story is compelling whirlpool sells for less than 7 times earnings and massive buyback. the company is buying it alongside you. now we have a chance to catch up with mark spitzer. he's the chairman of whirlpool take a look at this one. >> mark, incredibly impressive earnings per share particularly in a difficult sales environment. how are you able to do that? >> first of all, thanks for the compliment we feel very solid numbers last year q1 was best quarter ever so anything compared to q1 looks solid. but if you compare to pre-pandemic it is outstanding our earnings are up 70%ond our

margins q1 to q4 are very good and pricing works and of course inflation challenges are real. but i think we've been able to demon demonstrate we could cope. >> and our fed is trying to cut. and what are the inputs that make it so that it is so difficult to keep up with the -- [ inaudible ]. >> jim, we demonstrated last year that covid induced inflation and we dealt with it well and we had a good grip on inflation coming into the year and then you had a war on top of a covid induced inflation and reinforcing and flaring up and that caught us by surprise, probably like most companies nobody has war on the horizon. and now we issued in pricing in april and we're catching up and i think it is well digested market and if you have strong brands and strong products you could sell. >> you have execution and you have decided to have a strategic evaluation of europe which you

entered about 12 years ago well europe, particularly with kitchen could be a growth market just doesn't suit what you're doing? >> yeah, i think it is part of a broader portfolio transformation as we talk about it. it is ultimately driven if you look around as not just q1, what we're experiencing is a less global world it is the beginning of call it the big global decoupling plus internally with our last year, we raised the bar for performance. we issued new targets so we do, jim, actively want to put resources, capital, and potentially m&a against high growth, high-margin businesses and at the same time we're looking at europe in terms of how does it fit in our future portfolio and we are talking about looking at all options including retaining but also including changing ownership and then again it is the question can europe perform against the targets which we have given ourselves and particularly in an environment that you see more and more global decoupling going

on. >> and in your debt you talk about geopolitical tension and would the europeans be upset if a korean company came in to by. >> who is upset. but you would have a number of interested parties looking at this and we would have to assess the best fit for whirlpool but more successful in europe because we still have a vested interest in that business and that growth we will see over the next couple of months. >> on "mad money," we believe on finding companies that make things or do stuff and that are valued at a reasonable price that return money to shareholders that is you. the amount of money you're returning to shareholders, i'm going to tell you, it is staggering as a percentage of your money cap. >> yeah, jim, overall, first of all, you point to it this is a very different whirlpool than 10 or 20 years

ago. our cash flow is strong and we're showing that we're assessing our portfolio and returning money to shareholders and raised dividends for 9 years in a row, we paid dividends for and we're open to share buybacks we have a big authorization so i think we're very respectful towards our shareholders and returning the money. >> now i was surprised and i a lot of people would be too, we think of you in the laundry room it is really, we should be thinking about you in the kitchen and how dominant in the kitchen versus your foes. >> first of all, the kitchen is, the way we talk, we quote/unquote want to improve life in the kitchen, both rooms are ours and kitchen has pointed out, it is your appliance, and the small domestic appliances. the stand mix ser probably the best product we have in our company. so there is a lot of fervor and it is a good space and people are spending more time in the kitchen. that is what most people underestimate between pre-covid and post-covid, and the pandemic

may be over but the participation in the kitchen is not over. >> when i think about what is going on, i'm shocked. there were many people that were critical of whirlpool that you stayed in latin america, how come people were critical in light of the fact how much money you're making there now. >> it is good business and it is part of the portfolio and transformation if you think about the americas, okay, we're number one from alaska to patagonia, and that is a strong position and we have a strong team with strong products so that is why we said we got to invest in the americas there is also one market in india where we believe in future growth, could be one of the biggest in the world and that is where we put our res behind. >> let's talk about shortage the ceo of topas, they have housed that they can't finish unless they go to home depot to buy your appliances. how did that happen? and is that when you should be putting up more factories or is

that just a short-term covid related shortage. >> it is a covid related shortage and frankly we have the biggest production base of anybody the u.s. and would say the first covid was a disadvantage because asia was smoother i believe in the future of american manufacturing going forward but what we will do is we are expanding capacity and we're expanding capacity in the united states. but the shortages will be around the industry for '22, however they start easy and starting to see them easing but it is a painful two year and we hate having consumer wait for our products and the appliances will last to come in. so you know if you miss the last product before we close, you hear it from new builders. >> now i'm going to give you total props in that i know whirlpool and the new whirlpool

and it is extraordinary. with washer and dryer. but there is transparency in the web and we know we could care. talk about what you've done so it is not a real comparison. it is you and the other guys. >> first of all, there is an incredible powerful brand. don't underestimate. if you ask today if you would ask my 19-year-old daughter what washer should you buy, she would check what do we have at home. what would mom recommend that is old but that is how consumers think. so the powerful kitchen aid brand which is one of the most preferred is very, very, very strong so it is not just product and latest gimmicks, we don't sell gimmicks, it is brands brands and products that make a big difference i would also argue that we're the only last big american company in appliance >> the soft qlast question i ha when i look at your sales, your ernsts per share and i look at

your buyback and how could the stock i say to myself, how could the whirlpool be so small versus whirlpool and it is something to be thinking about. >> i think you're shot on. and you probably hear every ceo telling you i'm undervalued. i think you're a judge if were trading at 7 times and we have a strong cash yield and a strong dividend so you be the judge so i do believe there is opportunity. >> i know your buyback is tremendous so when it comes to being the judge, you're the supreme court and you like your stock. >> we do like our stock. >> chairman and ceo of whirlpool corporation. it is great to talk to you in person congratulations on your success. >> thanks for having me here. >> coming up, this is your captain speaking temperature in cray-america is 72 and sunny please direct your attention to the screens in front of you for an explanation on the bull market in airlines next

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in this insanely volatile market, i'm taking a place from the johnny mercer playbook because in the morning you have to accentuate the positive we've been through two weeks of earnings season. it is been rocky but so far the most positive commentary is out of all things the airlines first it was della and then united and then american and then alaska. there is always a bull market somewhere and right now we have a complete nut job raging bull in the airlines and that is why the u.s. global jets etf, it is a good proxy for the group, were at 11% over the past two weeks with the s&p 500 was down nearly

5% and if you go back to the march lows, the jets etf has rallied more than 32%. and oil is going up to $100. this is all happening for a good reason after years of struggling with the pandemic, the airlines have gotten their groove back whenever the economy started to reopen, we get another crippling new covid variant that would shut things down again then, even when it international travel started coming back, the price of oil began to soar bad news for the gas guzzling airlines and then they also have problems with pilot shortages and the russia war in ukraine. but in the last month and a half the stocks have come roaring back why? simple wall street realized that people are desperate to travel again. it is probably the number one thing that people want to do post pandemic. right now the consumer remains flush with cash and we have a to two year backlog of weddings to

go to. if you haven't realized this already, delta airlines confirmed it a week and a half ago when they reported, i have to tell you, a blow out for this one, it's a tremendous quarter and delta gave you a smaller than anticipated earnings loss and the headline numbers barely gave you a real glimpse of the real story management's bullish commentary, i've been around for a long time and it is rare that you will hear what i heard. first we learned that delta returned to profitability in march and they say things will get better in the current quarter and they expect revenues to return to 95% in the second quarter of 2019 and that is the last comparable period before the pandemic and please listen closely to ceo ed bastion and what he had to say with phil lebeau that same morning. >> the demand is phenomenal. we've never seen in our company

history for the demand at the level that we are. in the month of march, we had the highest sales in terms of booking in any month in our history period and this is continuing into april. consumers are ready to go. our people are out there doing the very best to serve, the surging demand but people are ready to go and they're traveling and there is great preference for delta >> it is been almost two weeks i'm still stunned by those words. best bookings ever in fact, the only reason delta is not on track to beat 2019 revenue numbers because the arm is only operating 85% of the pre-covid capacity as for the monster up tick in oil prices, bastion said they have no problem raising prices to pass the costs on to the consumer completely full plane. then last week we heard a similar narrative from a series of airlines. last wednesday united reported what seems like a less than stellar quarter if you only look at the headline numbers. but just like with delta, management told i very bullish story about the next couple of quarters according to united, they'll

return to 87% of the pre-covid capacity in the current quarter. with revenue per passenger mile up, that is key, up 17% versus 2019 meaning they'll put up record sales for q2 and the quarter management said they will return to profitability the ceo spoke to phil le beau and united said they will turn a profit this year an the analysts were predicting a $2.50 per share loss and here is how he explained why the analysts were dead wrong. >> i've never seen in my industry, such a hockey stick increase in demand leisure demand but business demand we expect our business revenue to be above 2019 levels in just a few weeks and we're already booking more business revenue than we have capacity. it is really amazing >> anyone who thinks it is a

weak earnings season, wake up. just wake up and then the next day we heard from american airlines and alaska air, the same story american said they will return to 95% of the 2019 capacity with revenue up to 6 to 8% for the 2019 and doing better than they were pre-covid, unlike delta and united, their cagey aped of what a is a busy travel season and bending over backwards to clean up the balance sheet after the early lockdown phase of the pandemic not their fault. i prefer delta or united america is going gray, i won't stop you from buying it. how about alaska air one time considered a premier operator it is not a major but it is still well run with a much higher mix of leisure travelers compared to business sure enough march was their best month ever for cash sales and second quarter revenue will be up compared to 2019 and alaska is confident they will return to

profitability for the full year and it is cheapest at 14 times earnings but everyone know alaska air is one of the strongest players in the industry which is hard to deliver an upside surprise that is why the stock is down a few bucks before the quarter isn other words, you're getting that amazing forecast for less than nothing we want to be selective with our stock picking here even when we're dealing with an industry wide bull market if you're clear of the bidding war for spirit airlines, that is jet blue, frontier and spirit itself whatever way this plays out, i'm just saying it point blank right now, lawyers involved in this deal forget it. biden justice department will not allow another airline merger [ inaudible ] last year southwest had some bad operational issues including something close to the pilots union and long time ceo gary kelly stepped down and while he's staying on the chairman, i want to see what southwest said

when it reports on thursday morning. hard to imagine it would be weak but the other guys have momentum and pricing power. and we were supposed to think that business travel was gone. they don't need business travel but that is coming back as we heard from american express last week bottom line, there is always a bull market somewhere and right now it is at 30,000 feet high. ring the register on the way up because theer are airlines tend to be very boom and bust industry and nothing has changed on that front. brett in texas >> caller: before i get to my question, just wanted to say really appreciate all of do for you us little guys an your staf is always professional. >> these are hard days who it means to my staff and tlar here when i come in and go home and thank you for that how could i help you. >> caller: yeah, of course, they're great. so i'm done some traveling to vegas lately and when i'm there it is packed, it is vibrant and

exciting, the casinos are packed and it is alive. so i'm thinking i may have to get a casino stock i've locked the stock of wynn. but i'm kind of worried with the whole china with covid right now, i know they have the wynn has the exposure over there. so what do you think about -- >> boy, brett, i'll tell you, you're reading my mind i thought the same thing with wynn i thought that vegas was going to be great and it is. the other places that in america are great, they are and i thought mcow would come back i think it is too early to buy win and i want to crack through 70 and i regret that i jumped the gun because of covid i didn't think the chinese would be so ill-advised in the way they handle covid. my favorite airline stocks are delta, and alaska air. remember these are trading vehicles i don't want you to get caught

and whoever said that the business traveller is not coming back when they come back they're going to be paying through the nose there is much more "mad money" head including my exclusive with another great company, otis. after hiking and buying back stock, could otis stock be poised to elevate your portfolio. and have the ceo and in the face of volatility, what should you keep in mind when a beaten down stock is worth eyeing and all of your calls in rapid fire in tonight's dedicated to twitter lightning round. so stay with cramer. [sfx: street ambience] ♪ ["fly me to the moon"] ♪ ♪ ♪

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this morning we got a real nice surprise from otis

worldwide. and spun out a little more than two years ago and keeps delivering over the last eight months this stock has been weighed down by rising costs or worried about the flag in chinese real estate market that we all know about. it came down from $92 to $73 and change last friday this morning the company delivered a resilient, that is the word i like to focus on instead of numbers, and otis came in a tad weaker than expected, the margins were much stronger than anticipated. they revised to account for the pullback from russia but the numbers were better than fears and the stock gained 1.6% today and going up i think otis gets a tough rap because they don't understand that most of the maintenance comes from maintenance and service. let's talk to judy marks chair welcome back to "mad money." >> great to see you again. >> this is an extraordinary quarter and first i want to go with united states

people feel that -- are done and people are putting up big building and your numbers tell me that is wrong it is actually robust? >> the u.s. is growing the billings are growing multi-family residential or just look at the cranes in your neighborhood you'll see that it is healthy in the u.s. and north america. we had a great quarter our orders were up 8.8%. and backlog is up 6% so we're charting the course for a really strong year and in both new equipment and our service portfolio jim as you said it the jewel of our business was up 3% plus so we got it on volume we're getting price in terms of inflation. and especially in service and i couldn't be more pleased with how the team has been performing all of that drove 30 basis points of margin expansion with

all of the productivity initiatives with all of the g&a cost focus but it is about value creation and we've been creating value for our customers and creating value for our shareholders and our shareholders we're paying them back and we raised the dividend last week, a little over 20% 45% since we spun. we paid down half a billion dollars in debt in the first quarter and we gave $200 million back in share buybacks including getting ready for our tend tore complete in the next two weeks on taking full ownership of our discardoya spanish entity. >> i think there is a propensity to be cynical about the chinese as if they skimp on everything the safety numbers here tell me that china may not be building but when it comes to being sure that elevators an the escalators, they care. >> yeah, jim, we had our eighth consecutive quarter of orders growth in china.

so even with everything you read about developers having challenges, we grew share. our strategy is working. orders were up 3%. our backlog is up 4% and for the third consecutive quarter our portfolio grew high teens. we're taking care of our customers, we're taking care of each other now second quarter, second quarter we expect to be lighter. >> right. >> because of the lockdowns. but our elevators factories are open, the challenge is really second tear supply chain and being able to ship installations inside of a china. >> but when i look at number that you told us to watch which is great because you're kpleer in your presentation, at -- the award numbers are extraordinary. tell people what you mean when you get an award. >> we use awards in north america and our awards were up almost 25% last quarter. and that is a precursor before we take a booking or an order in north america. in china, our proposals were up

25% in the first quarter so, business is healthy. now we just have to deliver. and we're looking forward to that delivery with our organic sales growth in the quarter, over 3% and us finishing the year at 3% to 4%, buoyed by our service business which is up 5% or 6%. >> how are you able to outrun the commodity costs. we know what go news an elevator all of the stuff that keeps going higher and higher. >> and so we're seeing input cost pressures like others we pegged out at about $90 million if our original guide this year. we up to about $110. some of that steel increasing and some from freight. and so we have to be more productive we know what we need to do and we'll continue to focus on every method we know howagain to be able to drive that return to our shareholders. and what that translates into as

you know, jim, is cash another quarter of network capital, generated almost a half a billion dollars of cash, 152% of gaap net. and it is executing our strategy. >> and one last question, can you contrast what otis looks like now versus what kind of cash it was generated when you were part of united technologies and what kind of share and what kind of earnings. >> shares has been up 2% as we entered this year and up another percent this quarter so again we're focused on sales coverage we're focused on investment and innovation, we control that r&d investment and we introduced our connected elevator over the last year and it is now being offered pretty much where in the world at different verity. in terms of cash, we get to choose how to use that cash and we've decided we're going to share it with our shareholders

and we've been doing that very effectively. again, multiple quarters of networking capital across our 1400 branches and across our finance teams. so, we're making the calls, we think we're making the right calls, our customers are proving that out and hopefully our shareholders are happy. >> well here we like people who, and companies who make things and do stuff and return money to shareholders with a very reasonable valuation that is everything that you have created, judy marks, thank you so much for coming on the show. >> thank you so much, jim. >> that is judy marks, otis worldwide. otis there are companies doing so well maybe we have to study them or look down at the elevator and there is the name otis "mad money" is back after the break. >> coming up next. >> let's make money together. >> cramer is bringing the thunder and answering your burning questions in today's edition of "the lightning round.

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"lightning round" is sponsored by td ameritrade >> it is time. it's time for "the lightning round. and then the lightning round is over are you ready skee daddy to california, laura. >> i'm a first time caller and i wanted to tell you that it is a privilege and honor to speak with you today. >> thank you >> caller: you're welcome, my brother and i are big fans of your show. my question is do you think that l.a. feed is a buy now >> you think that they would be.

let me tell what you the problem is if you listen to elon musk, tea you canned about the fact that the companies are making way too much money he's so smart, i'm not going to bet against him. you have to sell that stock. because it won't stay like that. to amitt in connecticut. >> caller: booyah. from connecticut, hamden i have a question about -- >> it came public at a bad time. no one really wanted it. now it is come down that i think it is a buy. i like their technology but it should not become public again until things are better. market in florida. >> caller: hi, jim, i'm enjoying your morning meeting trying to make sense out of these difficult. >> i'll tell jeffmarks that too. that's 10:20 every day online, what is up. >> my question is about capri holderings i thought they might be immune to interest rate hikessince their customer base is affluet.

and they're making money and there has been several price target ratings but a few down gradss, what is a your out look. >> that is one of two, i think ralph lauren and capri is doing better or cap ri as they say i think you're dead right. i'm a buyer. to kenneth in new york >> caller: hey, jim, how are you doing? >> i'm doing fine. how about you? >> caller: i'm doing fine. hey, so jim, i want you to ask but an energy company that currently has a buy rating as 411 institutions in it and it has a great positive long-term outlook. the ticker symbol is fti >> that is a gutsy one if you think oil going back over 100, i'm with you and i say it is good. no, not done to jimmy in california >> caller: booyah.

>> booyah. >> i've been following you since the kudlow days and i'll be joining you in the next few days. >> how could i help. >> i'm calling about in leak. >> i'm going to see you and raise you end bridge all of these are good product. even kinder morgan and energy transfer is good. i thought i would never say that on this show to donald in illinois. >> caller: booyah. my stock is applied materials. what is going to trach -- >> crazy last week it hit a low. so we know from lamb research there is some porckets of weakness but from applied f materials, i think this stock is a buy. it is hated but it is a great company. and anthony in new york.

then >> how are you doing, jim. booyah >> booyah. >> so i may not be bringing you one that you love but i hope yu change your tune on it the name of the company is canopy growth, cgt. >> until federal law passes, you cannot own this stock. and federal law has not passed yet. and that, ladies and gentlemen, it the conclusion of "the lightning round. >> "the lightning round" is sponsored by td ameritrade coming up, winners never quit and quitters never win. buffet, musk and unlocking value in a whirlpool of pessimism. next >> cramer, you are super your awesome >> i'm a first time investors. >> thank you for inspiring me to get into the game. >> your show is the best i'm so glad. >> i want to you know that you have transformed thank you, cramer.

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at times like these, it is always worth considering whether a company might have value, it is not apparent to most money manges this is a lesson taught to you by buffet at the berkshire hathaway meeting sadly it there is only one elon musk but buffet's festival this saturday which i think is going to be so much fun. it will come at a good time. too often the meetings have a

feel to them they sound like something from the days of your that is less relevance in a world of high speed trading and double or triple leverage eps. and because the stock keeps getting hammers, it is good to talk to someone who has seen it all. if you think this moment looks uggy, warren buffett was buying stocks when it was thought we would lose world war ii. and i want you to try this exercise right now. after the show go into your laundry room and inspect your kitchen google any brand names if you like me, you're looking at an awful lot of whirlpool and consider what the ceo said today, they rule from alaska to patagonia, and i bet they're willing to sell the product to a highest bidder why does that matter

they could purchase a massive quantity of their own stock. even more than the current buyback that is good for about a third of the share count you're talking about a 4% yield with a good balance sheet. it is an accidentally high yield i should tell you. a great brand name and immense buy back even as it sells for less than 7 times earnings and i told mark burns who helps me manage the charitable trust makes it an instant bull pen stock and before the current sell-off is over i think we'll see more the problem is there are many stocks that deserve to get pasted and there may not be any level where they become adventurous, that is what happens when you have too much easy money you get tons of substandard companies becoming public and they only wipe out the shareholders, meaning you if you're not careful how do you find ideas like otis and whirlpool. right now compared to where we were a few weeks ago there are many more companies that look

enticing targets for takeovers or for taking themselves private. then they did not that long ago which leads me to twitter's decision to sell to elon musk. i know people see this is a vanity move. bought by the richest man in the world. but i think musk sees a better way to run twitter and i think the board which wanted nothing to do with musk and you didn't say yes to this deal had to change its mind because it is better to be sued by those who wanted a little more than they can't believe that they lost $20 because musk walked away i bet musk could make it work if he could just harness twitter as the old stage of cust satisfaction co capitalize on direct messaging to con duck transactions and a two tier structure and a subscription based blue grauto. most important he knows that twitter is worth more than the market is willing to pay for it.

there are many names now like twitter or whirlpool or otis or the airlines because the stocks of good companies do get cheaper as they go down. i like to say there is a 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 tomorrow. "mad money." the news with shepard smith starts now >> elon musk flips the bird. i'm kelly evans in for shepard smith. this is the news on cnbc twitter's to be acquired by an entete wholly owned by elon musk >> its board surrenders and takes the deal the hostile takeover complete. what's next for a musk run twitter. >> he's buying it for very specific reasons >> former president trump held in contempt of court the legal blow in a new york civil case and the fine he's now facing every day >> russia is failing ukraine is succeeding. >> the secretary of state's assessment made after hi