he's the chairman and ceo of nucor. learn more about the quarter and his company's prospects now that our government is finally doing something to level the playing field. mr. ferriola, welcome back to "mad money." >> hi, jim how are you? >> i want to be sure about something. you gave a rosey forecast but what happens if our government does not back up the strong talk it's had that is trying to make it so we have fair trade. >> it would be extremely disappointing. we need the president to fulfill his commitment and not let the day of may 1st slip any further. frankly, his credibility and the credibility of america is on the line here. so we expect him to do what he has promised to do, we expect him to honor the date of may 1st and install either a tariff or quota to those countries that haven't been able to negotiate a separate agreement on that date. >> do you think that the u.s. economy is strong enough that nucor can still do terrifically even without these, even though you and i both know there's still a lot of dump

nucor, intel -- intel is tech. raytheon is defense. nucor is steel and netflix entertainment. so semi, military, bank, steel, and we have entertainment. that is perfect. how about betsy in california. >> caller: hey, jim, betsy in california 77-mile south from where a man slept in his car under a bridge. first stock is boeing. second is helm rich. and next one is fiat, chrysler next one is lam research, going to go in like a lion, and out like a lamb on earning tuesday last one is steel dynamics i compared the return to one, three, and five years to nucor and mine is better love you so much. >> thank you so much helm rik and pain is one of the best drilling. boeing, fiat auto. nucor and lam. semiconductor, equipment, steel, auto, aerospace. and yes, that was a nice bridge that i slept under "mad money" is back after the break. >> announcer: lightning round is sponsored by td ameritrade >>> it is time it is time for the lightning round on cramer's "mad money." sell, sell, sell we'll play this sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy

nucor to become the lowest cost producer of the best quality steel. it hasn't mattered because the chinese government heavily subsidized their program as a jobs program bad news for the u.s. steel industry with trump's new steel tariff we will see how much money nucor could make could it be like alcoa you might ask if tech is so important, how the heck is ibm one of the biggest losers in today's market simple because it is all about the right tech andonly half of ibm is right of course it didn't help that the new ceo said it was disappointed in the company's storage business in the conference call. i am calling that an excess in candor forget storage getting 47% of sales in imperatives. but the other 53%, the older incumbent businesses they don't have much growth so huge percentage of ibm doesn't count in the eyes of this market. when we think of tech, we want una-adult rated growth sometimes i wish ibm could point itself the strategic comparative side would be very attractive on its own. if we want a fast growing cloud operation, why do we need ibm w

>> my problem here is that they are not the low cost producer, that is what nucor it.e call, i said nucor could be fantastic. nue is the way you want to go. john in california. >> caller: hey, professor cramer, booyah. >> what's going on >> caller: sage therapeutics. >> i don't understand whether something is happening that is difficult to fathom. i think some of these, they cancel themselves in a conference we're going to have to wait and see. i can't bless until i know more. shane in nebraska. >> caller: booyah. abbvie. >> i don't like what they did to bristol meyers this morning. i think merck is a big winner and i am going to stick with merck. i know everybody hates eli lilly, except for me i like what they are doing let's go to andrew in virginia >> caller: booyah, jim >> booyah. >> caller: thank you for all you do for us. >> you're quite welcome. >> caller: my stock is kkr >> i know the distribution is up and down but you know what is not up and down is henry kravis who runs that one as long as he is at the helm, i am a buyer i have respected him for generations.

we like nucor. nucor had a great number it just seems like people don't care eric in ohio. >> caller: booyah. i am looking at ball metal. >> i like ball this is an industry of cans that not a lot of players in it and i think ball is a big winner edward in florida. >> caller: hi, how are you >> good. how are you? >> caller: great teva. >> not good enough there is a bunch of really good drug companies that give us that and i feel happier with those. joel in illinois. >> caller: booyah. cma group, what is happening >> that is an ideal group. well run i think mr. duffy has done a fantastic job. i like the choice. beth in new jersey. >> caller: hi, jim, i would like your input if it is the right time to buy shares in aqua america. >> this is an economy that is hot. and typically in a hot economy, that is not the stock to buy even though it is a well-run company all right. >> caller: mckee d's. >> i am saying yes to mcdonald's daniel in new york. >> caller: hi, jim calling about mueller water. >> don't li

regional districts of the federal reserve but one company's pain can be another's profit steelmaker nucor reported first quarter profits of three hundred fifty four million dollars on a fifteen percent increase in revenue and a nine percent increase in the average price per tonne of steel. and the latest turn of u.s. sanctions against russia germany is asking the united states for exemptions for german companies big name german companies with major interest in russia and ties to the specific business people and companies native named in these sanctions include bolts wakin dimler and siemens while the lobbying group for six hundred fifty five german metals companies such as the german auto parts plants could face shortages as a result of u.s. sanctions the small but no longer trivial prospect of german a german recession is also pushing german businesses to ask chancellor angela merkel's government to protect them from becoming collateral damage in the u.s. russia tipper trat tat trade war trade between russia and germany increased fifty seven point two billion euro's in two thousand and s

regional districts of the federal reserve but one company's pain can be another's profit steelmaker nucor reported first quarter profits of three hundred fifty four million dollars on a fifteen percent increase in revenue and a nine percent increase in the average price per tonne of steel. and the latest turn of u.s. sanctions against russia germany is asking the united states for exemptions for german companies big name german companies with major interest in russia and ties to the specific business people and companies named it named in these sanctions include bolt wagon dimler and siemens while the lobbying group for six hundred fifty five german metals companies says the german auto parts plants could face shortages as a result of u.s. sanctions the small but no longer trivial prospect of german a german recession is also pushing german businesses to ask chancellor angela merkel's government to protect them from becoming collateral damage in the u.s. russia tit for trat tat trade war trade between russia and germany increased fifty seven point two billion euro's in two thousand and se

largest aluminium companies alcoa reported strong profits on wednesday, it's the turn of steel—maker nucors benefited from donald trump's tariffs on metal imports. the north carolina based firm, which was a vocal cheerleader of the president's protectionalist measures, is expected to post higher first—quarter revenue, but that could just be down to investments to boost production. injanuary, the company more than doubled capital expenditure to spend on product improvement, cost saving projects and maintenance. elsewhere, blackstone, the asset manager, reports earnings for the first three months of 2018, a period marked by volatility in the stock market, which could have cast a shadow over its private equity business. joining us is tom stevenson is investment director at fidelty international. nice to see you. let's pick up on some of the issues that we heard in that piece. the steel tariff war ongoing. talk us through where we are in terms of that. tough talk on both sides but no real action yet. japan has not got much out of these sto kesley japan has not got much out of these stokesley p

. >> we got nucor. the chinese are not fade traders.ue is the one you want to buy i am going to derek in new hampshire. >> caller: hey, cramer, booyah del taco, a buy or a hold? >> we got so many other in that group. how about we go del mcdonald's i would even go michael dell if they were still publicly traded. leonard in nevada. >> caller: i bought snap in 1950 >> i think that one is going nowhere. let's go to bill in california. >> caller: hi, sure like your show what do you think of empire state realty trust >> too low a yield ray in georgia. >> caller: hey, thanks for all you do listening to you for the last few years has made me a better investor still have a lot to learn and something i had a question about is essent group. took a decline. >> i looked at that and i don't know what happened so i am not going to cuff that one. we will come back. arthur in california >> caller: booyah, mr. cramer. sell or hold my dow dupont >> it is up huge and just because they have one really crop protection problem, i am not cutting and running. c

that have not been able to negotiate a separate agreement on that date >> even without the tariffs, nucorresults they're running at 92% capacity to meet demand >> the new u.s. sanctions on the company zte are called unfair. eunice yoon is live in beijing with that story. >> just a couple of hours ago, the chairman of zte held a press conference to protest the seven-year ban imposed by the u.s. commerce department this ban will block american companies from selling critical components to zte. just to give you a refresher of the background, zte pled guilty last year to violating u.s. sanctions and supplying to iran. it agreed to pay a hefty 9$900 million fine, and also to take action against the employees involved today the chairman did admit wrong doing, but said that the punish didn't meet the crime. this is what he said such sanctions could put the company into a coma. we resolutely oppose such an unfair, unreasonable punishment and especially the act of politicizing trade they said they will use all their legal means necessary to safeguard interests. what was also interesting here is th

. >> nucor just reported and they missed the earnings estimate and they did a pretty good job on theenues and the stock's trading up in the pre-market they're the biggest beneficiary in the sense that the president's leveled the playing field, but when i sat down with one of the major auto company, you say it's just a couple hundred buck, but those guys are struggling to make everything. so you're going to hear this, and you're going to hear caterpillar. to some degree it's grousing because the price of steel has kept down art fshlificially by e chinese. the tariffs are wreaking havoc with this quarter's earnings >> when we come back, david's got the latest on disney and fox. what a day in the media news >> m & a overall, we have a lot of good stuff. >> christine lagarde at the spring meeting in washington just made comments about how the corporate tax is one of the things that the white house has done correctly sarah eisen will sit down with you to discuss trade war risks and global trade and a lot more. s&p is shooting for the fourth day up and hasn't done that in a couple of month