kimberly clark reported this morning and the shares went down $4. on what was widely perceived by some, not me, as disappointing numbers. was the quarter that bad? one cent earnings miss. weaker than expected revenues that declined by 6% year over year but that decline was to the super freaking strong dollar. as currency caused kimberly clark sales to take a hit it was the problem is this was the quarter where the market and stock and the currency figures only cares about the headline because the strong dollar seems here to stay. do we use it as a buying opportunity with the 2.#% yield? do we get more cautious? let's check in with tom faulk to find out where the company is headed. welcome back to "mad money." >> good to be with you again. >> all right, tom. i went through every piece of research other than a couple of line items in latin america and maybe some of the professional division. i thought it was a blowout quarter. maybe you can tell me what others are saying. this is what i want from a company. >> i thought this was a solid quarter as wel

think long-term which is how you should own kimberly clark. i'm struck that you are focused on the u.s. birthrate which after the great recession is starting to tick up. >> absolutely. we are seeing a slight up tick, consumer confidence is better. the jobless rate continues to stay low. so all of that factors into more confidence about expanding the size of youramily. we are encouraged by that as well. >> we all know energy is coming down back to 29 today. it wasast clear from the conference call or your statements exactly when you will get a nice boost from that. but it's obviously not a headwind for you that energy comes down in price. >> no. we don't use a lot of direct oil. we use a lot of polymer, polypropylene, polyethylene, deriritives. we'll see lower costs for super absorbent and adhesives that are oil based. polypropylene is tougher because the u.s. market is tight on capacity. oil is lower but we won't get the full benefit of that. we are seeing pulp prices lower again, the pulp guys are mostly outside the u.s. in selling dollars. a

kimberly clark is probably in your home. the stock is missing. then winter boots to down jackets, columbia sportswear can protect you from the elements. as the east coast digs out of winter storm jonas i will see how the storm impacts the stocks. and etsy can't craft a turn around. what's next for the online goods emporium? i will investigate. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. head to madmoney.cnbc.com. (politely) wait, wait, wait! you can't put it in like that... ...you have to rinse it first. that's baked-on alfredo. baked-on? it's never gonna work. dish issues? trust your dishwasher with cascade platinum. it powers... through... your toughest stuck-on food. better than finish. cascade. get fast-acting, long-lasting relief from heartburn with it neutralizes stomach acid and is the only product that forms a protective barrier that helps keep stomach acid in the stomach where it belongs. for fast-act

and tom faulk, chief executive officer of kimberly-clark. ♪

i thought kimberly-clark were getting onto some of them.uring capital goods, maybe not so good to be doing that to china. david: so many numbers, we do not focus up on how many people by number are going into the middle class every year. ther a rocky and, what will high-yield market look like in 2016? ♪ jonathan: good morning. "bloomberg ." s&p 500 futures up 16 points. the nasdaq, yesterday, snapping the eight-day losing streak. nasdaq futures up 33 points. a lot of happy people. stephanie, they always look so happy ringing about. stephanie: that is the american dream. how about that -- the cowboy, pbr the professional bull riders association, in town. a talent agency that has got into the content business -- they bought pbr. i, for one, would love to see him ride the bull. jonathan: what a week. a couple days of gains, and we cannot forget the first 5, 6, trading days. what is the first lesson for you, jim? jim: part was the market overreacted. the chinese system is not that big of an equity market. it is entirely, for practical purp

i like kimberly-clark. they've been on tonight.u've done a great job, home depot gets upgraded today. they've done a good job but that stock got hit last week. it's market where it's very hard for even a starbucks to break out on a very good quarter and american express is the exaggerated theme of what goes wrong. it's just horrible. they're doing just horrible. >> i also reported on friday that value act which is reporting the possibility of at least bringing some change. there is some pressure, even though their approach is not a public one. they're behind the scenes. they're auto. it was supposed to have been a billion dollar journal. they got out in november. >> war rep buffett likes buybacks. they bought back to reduce the share cap by 5% that. isn't what people want anymore, david. >> no. >> they didn't want it with ibm either. they want growth and visa and mastercard have growth. >> it's interesting. mr. buffett's companies, you mentioned two of them, you would think it would help preserve it. >> totally true but the flip si

. >> kimberly-clark missed. >> they missed due to exchange. that's a common theme in the earnings season. here's the problem with kimberly-clark. we're expecting flat revenue growth over the next year. if you've got flat revenue growth, everything that hurts you on the cost side is going to be a killer. and that's why this thing is not getting out of its own way today. >> the good news, the ceo is going to be with one jim cramer tonight, exclusively. tom falk. right here. cnbc, 6:00 p.m., eastern time. lastly, american express has been upgraded over at opi. was downgraded at morgan stanley and arguis, though. we can debate a stock -- here is another one that hasn't been able to get out of its own way. >> it hasn't. and since the costco incident, the company is trying to refocus. it's going to take 12 months, at least. 18 months. but it's such a great brand. this goes back to right now the market is telling you anything consumer related is getting sold off f. the consumer is coming back, this stock will do well. >> any buyers of amx? >> i would

consumer products maker kimberly clark missed targets for earnings and revenue numbers as a strong dollar and global currency hurt the results. the makers of huggies and kleenex said net sales will come in flat to down again. kimber horton posted a slightly better profit. it saw home revenue grow at its slowest rate. they did see a rise in orders in the quarter which is an indicator of future revenue. dr horton fell nearly 5% to 26.50. >>> the supreme court threw out a ruling in favor of amgen employees who said they lost money in the company stock ownership program. the original lawsuit from 2007 said the value of the plaintiffs retirement plans fell when the stock dropped. it was revealed the company concealed negative clinic study results and marketed it for off label uses that were unsafe. the court said the original rules was incorrect and sent the case back to lower courts. shares fell more than 1.5%. >>> as we mentioned just a bit earlier about a quarter of the s&p 500 scheduled to report earnings. it's a big week. we look at why wall street will be focused on a trio of the big nam

i know you had the kimberly-clark ceo last night.e missed a number off of argentina. >> let's listen. >> for the year we had, you know, a couple points of organic tom line, a little weaker in the fourth quarter. some different causes in the u.s., distributors took their inventories down a bit, so the sell-through was still at better levels. markets like brazil, which is pretty big for us, it actually decline, and that is having an impact on overall levels of employment. so kind of aics somed bag, but we have a strong franchise kc, and we expect that proprogress. >> nothing terrible out of him. >> no. no. >> you mentioned the other names that seem to be okay. >> that is with regard to the stock being down hideously. listen, i like at it and see argentina is an issue, i see some of the professional business is an issue, but year of the monkey means a higher growth rate in china. the birthrate -- he mentioned it, not me. birthrate is going up in the country. this has been a stock that's been the bellwether of that group, and frankly it

kimberly-clark also on radar, down by about 3.9%.o missed its cue estimates but the reason they are talking about is it's because of strong dollar headwind. it gets about 50% of its sales outside of the u.s. looking at some food stocks. mcdonald's as well as from -- grubhub. mcdonald's fourth-quarter and its beat estimates same-store sales around the world were up by 5% in the fourth quarter. interestingly, $120 right now. this is their record price. we will see an all-time record not since 1980. betty: all day breakfast. ramy: not so good for you, healthwise. betty: thank you. let's bring in shelly banjo. it seems like finally, this turnaround is happening. thee are about a year into new ceos tenure. breakfast, iday think that is what is turning the company around. betty: why? >> sales are definitely great, but it's also bringing in customers for the first time who have never been to mcdonald's or haven't been since they were kids because they're thinking, oh coffee, and it mike matheny, that is not mcdonald's or fast food, that's t

but johnson and johnson, and kimberly clark. consumer numbers came out better than expected. a third move improvement on expectations. apple reported a missed quarter more negative than positive. but it was an amazing quarter. we had case whispers. $690 was the average price of an iphone. then the feds started meeting today. and they want to know what's going to happen tomorrow. so we are talking the true state of the economy. where does the stock market go from here. welcome to the show, danielle, the feds meeting, everyone is hoping somehow janet yellen will come out tomorrow and articulate that she is not wedded to this notion of four rate hikes. >> i think she'll give you happy nuance tomorrow. she can't be too forthright in what she says because then she would be admitting september was the monumental policy error. charles: isn't it okay to say we messed up? you work at the fed. >> as a former insider i don't recall too many forthright mea culpas. when i was there it wasn't the way things were done. but you have to look back at manufacturing and wait has done not for one

nd instead deciding instead deciding to hiden e consumereekaged goods stoc and even left dead kimberly-clark. why don't we go over why this might be. rst the adg presenal candes bhing thent health care sywhile the puicans as ahole wil ely avoid any discussion of pharmaceutical pricing. donald trumponec ultimatee the ultimate an@ma to oil companies. he goods to -- even though trumping to is not coming to the republican dete tight, there's many on wall streefear he' stake out this ground again. it happens to thene issue that trump, hillary clinn and bernie sanders all agree on, meing all the front-runner e in fav of the government negotiating with drucompanie for lower prices. putting ase the fact i doubt any esident could pull this off, considering big pharma has let's say the rhetoric is bat fothe indu, as well esident clinton, even as h ultimately failed just miserably to get his health an through congress. it was an azing gerational buying opportunity. it's true that every other deloped country bargains with farm soot call, so you can undersnd. the fears that they migh remain weadee electi

again, that was kimberly-clark's ceo. stuff we want to look at is twitter with shares hitting a new record low. rights twitter has failed to communicate its value to the broader user base and struggled with product execution. so far, wall street is not buying jack dorsey's return as ceo. overall, andarkets as we are getting toward the close of trade, we are seeing these losses accelerate. accelerate, right? we had already seen these bursts of selling occurring throughout the day. if we look at averages, here we are right back at lowe's throughout the day with the nasdaq leading declines. we made an attempt at paring the declines, but, yeah, we are right back at those lows once again. in addition to some of the smaller cap tech stocks and momentum stocks like twitter, we are seeing amazon down 6%. remember, it was the second-best performer in the s&p last year. apple continuing to lose momentum as well. wells fargo also down more than 3%. a lot of the banks falling ahead of earnings reports coming. take a look at my bloomb

then they circled back to kimberly-clark, which repoed a good number yesterday and got killed for i today the rketethinks. gain baclf ises. two more surpris beties, 3m and j & j, grow criticized of late, la quarter brought out sellers in both. e quardo not a stock makebut you haveo be impressed with h mtter theyreoing than we tught that t opetion, an we though given hobeaten both stocks were, no wder eyood ahea$7.21 d .78 reectively.at's a good owin es tt mean we're back,o speak? domean torrow has to banher od day? wa a s, first we have deal with apple. company reported prettmuch at everyone is looking f bulls d bears, coincidentally. earnings and iphone les were wh peoplwere estating,he stock s sellinoff in after hos. te, he'a newslayou own e stock, you don't trade it, bee thing shocki camout tonight anwe are going toet an iphone 7 upgrade cycle lateinheea those ve been terrific talysts r buyers riculous $21billion, up 5% om last quter d 21% fr a year agoives tplen ochans to buy bk stks or even aew reven strealike a harman, tim, thas on the house. then trow oil inntorieat 10:30. they've

kimberly clark is probly in your home. the stock is missing. time tbuy ortay away then winter boots to down ckets,olumbia sportswe can otect you om the elemes. as the ecoast digs out of winter storm jonas i will see how thorm . ansy can't craft a tn around. stk thmer. annncerdo >> annouer: n't ss secondf "m m." followjimcmer on ttter tweet am, #madtw. sendn ma madmonnbc.com orive us a head to m. itel wt, wait, wait! y can't pu in kehat. ...you havto rin it first. at's baked-on alfredo. bad-on? it's ver gowork. dish issues? trust your dishwher wi cascade platinum. it powers... through... your touesstk-on foo better than fish caad get fast-actg, long-lastg reef froheartbn wih utralistomacacidndis thonly pduct that rma protectivearri that helpseep stach id in t stomachhere it bengs. y gavn. wh do d >>whato o t sto krly ark, the hhold conr paagedds k. sthas h u weersue ref rk. thisexactle kindf company u waown ifou lieve we headeinto a slowdown.mberlark reported this rning anthe es went down . what was wide perceed b so, no, asappoting ers. was the

and even left for dead kimberly-clark. why don't we go over why this might be. first the leading presidential candidates bashing the entire health care systems while the republicans as a whole will largely avoid any discussion of pharmaceutical pricing. donald trump is on record ultimatee the ultimate an@ma to oil companies. he goods to -- even though trump is not coming to the republican debate tonight, there's many on this ground again. it happens to be the one issue that trump, hillary clinton and bernie sanders all agree on, meaning all the front-runners are in favor of the government negotiating with drug companies for lower prices. putting aside the fact i doubt any president could pull this off, considering big pharma has so many friends in congress, let's say the rhetoric is bat for the industry, as well as president clinton, even as he ultimately failed just miserably to get his health plan through congress. it was an amazing generational buying opportunity. it's true that every other developed country bargains with farm soot call, so you can understand

and dr horton and kleenex maker kimberly-clark. check out the rest of the week, apple and facebook. a little bit broader today, but as the week goes on lots and lots of earnings, folks. the question what we've asked in the last week, will earnings be able to lead market moves? >> looking at the big ones on thursday. thursday is going to be fun. amazon, microsoft, caterpillar, across the industries. and the guidance is going to be the key question. check out the markets. of course, we'll show you what's happened with oil. it's been such a lead indicator in stocks. it's under pressure after it bounced sharply last thursday and friday. giving up some gains. wti staying 31.35. brant also in that region, 31.49. pressure on national gas as well. pressure has been a warning sign for stocks, so many people saying we can't find the bottom for stocks until we find the bottom for oil. early action has tendsed to reverse that session. >> sure. we're under pressure today, but probably say, oh, still recover a bit from the middle of last week when we were looking at particularly -- >> throw $27 a

kimberly clark shares are down on missing on shares this morning.xecutive of the company weighs in on the disappointing results. stay with us. rated #1 trading app on the app store. it lets you trade stocks, options, futures... even advanced orders. and it offers more charts than a lot of other competitors do on desktop. you work so late. i guess you don't see your family very much? i see them all the time. did you finish your derivatives pricing model, honey? td ameritrade. so since you have at&t and directv you can get our new unlimited data plan. unlimited data? so we're like rich?! you're data rich. data rich (we hear t.i.'s "whatever you like") i think we can get used to being data rich. get data rich. get unlimited data on four lines for $180 a month when you have at&t wireless and directv. every insurance policy has a number. but not every insurance company understands the life behind it. for those who've served and the families who've supported them, we offer our best service in return. ♪ usaa. we know what it means to serve. get an insuranc

kimberly-clark, two best run consumer packaging companies and pepsico will be a winner again. finally, everyone pounces on eli lilly for cutting its guidance and the stock gets obliterated from the get go and then they review the mega blockbuster alzheimer's drug and its rises like lazarus. i like a market where the facts go net the way of the negative story. opportunity knocks when the market got knocked down. with a victory for the bulls that was snatched from the jaws grdily triumphant this very morning. james in connecticut. james? >> caller: happy new year. >> same. >> caller: i'm thinking of buying some match group mtch is the symbol for my daughter's birthday. i wondered if you think it's a good buy. >> i think it's a great buy. i cannot believe the retention. i can't believe how the success -- it just seems too cheap and i'm with you. i think it's a nice present. how about kathleen in new york. kathleen? >> caller: happy new year, great prince. i took a recent large position just under $16 in pandora. should i add to my position? there was a recent downgrade. >> oh, i

then they circled back to kimberly-clark, which reported a killed for it. today e market rethinks. gained back half its losses. two more surprises, they were beauties, 3m and j & j, growth criticized of late, last quarter brought out sellers in both. one quarter does not a stock make, but you have to be impressed with how much better they are doing than we thought. that's the operation, than we thought. given how beaten both stocks were, no wonder they zoomed ahead $7.21 and $4.78 respectively. that's a good showing. does that mean we're back, so to speak? does it mean tomorrow has to be another good day? wait a sec, first we have to deal with apple. company reported pretty much what everyone is looking for, bulls and bears, coincidentally. earnings and iphone sales were what people were estimating, the stock was selling off in after my take, here's a news flash, you own the stock, you don't trade it, because nothing shocking came out tonight and we are going to get an iphone 7 upgrade cycle later in the year. those have been terrific catalysts for buyers. in the meantime, apple's

next, the company with the steadiest stock is tissue maker kimberly clark and if you want to hear why, listen to their earnings call. but if you want pure electricity, we also get results from mcdonald's where i bet ceo numbers of 4% same store sales. remember when they were negative and people wondered why this stock has roared from the lows in the 90s to 180 since east brook took the helm. tuesday we hear from freeport-mcmoran. their woes were chronicled in today's "new york times." many think this is holding on by a thread. maybe they have a plan to get more solvent and reveal it. don't hold your breath. how about the two dow jones stocks that report tuesday morning, johnson & johnson and procter & gamble. j & j told you things were fine but ever since ceo alex gorsky took the reins in 2012, we've been pining for bet years. it's ok to own and better to buy on weakness. after the bell we have the most widely anticipated quarter of the year, apple. company stock has become a football that's getting kicked around by bulls and bears. earlier this week an influential apple analyst at ub