weyerhaeuser may pays you a 6.7% yield.could be higher, in fact the stocks came in with a 177% return. since we spoke with the ceo in 2010, i think that's a little ridiculous it's flat. weyerhaeuser just reported a fabulous quarter two weeks ago. they had a 3 cent earnings beat. now the company has a big analyst day coming up on friday, it could be a nice catalyst, sense that's a day away. let's check in with the ceo, mr. fulton, thank you for coming to "mad money" and coming to the set. have a seat. we are at an unprecedented moment. as you talk about in the announcement, we have a developing housing shortage. what would be weyerhaeuser's role in the housing shortage? >> well, we play a big role. so as you mentioned, we have timberland. we have a very large wood products manufacturing operation with our primary products being lumber and strand board, all of which go into new construction. we're a home builder. so three of our four major businesses are all leveraged to the recovery in u.s. housing. >> now, i want to underst

weyerhaeuser ceo and president. closing bell ringing.ost heavily shorted stock, the shorts are still going, trying to beat them down. check this out on your screen. they are the best performers. outperforming their s&p appears, but that is not the case for the top shorted names. we are going to dig into that story coming up. you need to hear that. the irs says, we are sorry. something you don't often here. we have the latest from washington on this very interesting twist after the break. i want to make things more secure. [ whirring ] [ dog barks ] i want to treat mo dogs. ♪ our business needs more cases. [ le announcer ] where do you want to take your business? i need help selling art. [ male announcer ] from broadband to web hosting to mobile apps, small business solutions from at&t have the security you need to get you there. call us. we can show you how at&t solutions can help you do what you do... even better. ♪ canit's been that wayyou do... ysince e day you met.. but your erectile dysfunction - itld be a question of blood flow. ci

. >> weyerhaeuser. 4%. >> that's not so bad.u look at lumber, which is down 35% year to date from the highs to the lows, i would expect weyerhaeuser probably to go even a little bit lower. so i'd be short weyerhaeuser. >> drop for colgate palmolive down 3%. >> this is a continuation of the proxy trade. crowded trade. people are coming out of it here. expensive name. slow grower here. to me i don't think these things are done going down yet. i don't think you want to be early in trying to pick a bottom. >> drop for chico's down 7%. steven grasso. >> the stock actually acted a little worse than it should have. i still wouldn't be a buyer here, though. just playing both sides of the fence. and that's getting painful right now. so q1 is -- >> straddling is usually not comfortable. >> the spring line. >> i'd stay away. i'd stay away from the spring line as well. >> pop here for stewart's enterprises. up 33%. mike kuo. >> service corp. international agreed to buy them at an enterprise value of about 1.4 billion. you know, this is inte

weyerhaeuser, growing ideas. >> this is runaway government at its worst. who knows who they will target next. >> i'm looking forward to working with congress to investigate what happened. >> this week, the president in damage control. >> who is going to jail over the scandal? >> the white house caves to demands for the benghazi e- mails. >> the issue of these talking points throughout this process has been a sideshow. >> the justice department looks into associated press phone records. >> they have not explained why we did not get a prior notice. >> and a sexual assault in the military. >> i was raped at a graduation party. >> 100 days into president obama's second term he was asked if he still had the juice to get the rest of the agenda through congress. the president responded if you put it that way maybe i should pack up and go home. given the week he has had, perhaps you would not blame him for thinking he should go home. on monday the headline was gop demands an obama apology and seeks a probe of irs for singling out the tea party. on wednesday, the i

finally on friday, we get to hear from weyerhaeuser. this is the nation's largest home builder of timber supplier. when wy recently reported, the company gave you a sharply better than first quarter. that was the first time in ages. fulton was conservative. the stocks sold off. i thought it was boiler plate bare talk. i thought it would be brey more positive story. you can follow along. it keeps picking away py. let me give you the bottom line. it might be hard to top this week's incredible run. a run to all time dow and s&p 500 highs. but you aren't going to hear anything negative about this rally from warren buffet. and the earnings reports i see coming up, well, if anything, i think it will just stoke the bullish flames. can i start with vivian in california, please? vivian. >> jim. >> vivian. >> caller: i'm one of your home players. a home gamer. >> i love get. >> caller: and, thank you. i want to wish you a big, huge boo-yah from the wonderful sunny state of california. >> i'm taking it. >> caller: now, i have been watching and pay

i ha i have weyerhaeuser. i'm thinking to hang on to them. >> you should hang on to them.e the fifth most yesterday. that's ridiculous up for the charitable trust. i think pfizer is too expensive. i would not be a seller. brandon in georgia. >> caller: boo-yah, mr. cramer, how are you? >> real good. how are you? >> caller: awesome, thanks. i bought salesforce.com. >> they had yen problems and i still think it's good. remember it's a 4 for 1 split. if you take a look at where it was versus now, it's okay. i do think that salesforce will come back. that, ladies and gentlemen, is the conclusion of the lightning round! >> go ahead, greg, you are up. >> caller: i'm here. >> good, why don't we talk stocks? >> okay. what the heck is going on here? >> play ball. >> this market is a lot like baseball. there is a machine on 1st. you would love to steal 2nd base. then you take your eye off the ball, suddenly, are you out. are you picked off. of course, we are investing in stocks with hype. we're not playing a ball game here. where is my baseball bat? i thought we kept the bat. where

in our last hour we had the ceo of weyerhaeuser. they do lumber about. they do building products.k at some prices and we aggregated the jump in commodity prices and material costs. look at soft wood lumber up 30% just year-over-year. drywall, 17% jump. tar roofing, everything from concrete to drywall really jumping. how do, i guess swallow, that, absorb it and not make it so pricey that the students themselves can't pay for it? >> if you look over the years we've had the business, there has been back in 2007, certainly there was very high costs of materials. we're seeing a return to those kind of pricing levels. we had great returns during that period. and so for us, one of the things that differentiates us, liz, we own and operate a captive general contractor and captive wholesale supplier. we're buying these materials and our labor at a cost less than we would if we didn't have that. we've been able to mitigate that to some extent. liz: good for you that is a very important point. i'm glad you brought that up. the stock is jumping about 13% year-to-date. ccg is the ticker symbol

weyerhaeuser's timber is on the west side in the state of washington. in housing in japan that's driving wy sglp tesla remains a big winner today. that's a 20% move for a name that had already moved 59% since march. >> the bears have to try to get this thing down. pass around the goldman piece that just says this is way overplayed. they got to somehow lay a glove on the 21,000. they have to be able to get this thing down. this is just going to be the end of a couple of funds. this is a priority for shorts to get this thing down. >> market cap's closing in on 8 billion here. >> gm at one point was 8 billion on the way down to zero though. i do think that this company is a cold stock. we tried to analyze is on "mad money." i said cold stock, they can go up to the skies. people want to own tesla because they think it is the sierra club of stocks. look. this is for true believers. ideology is at work here. >> we're watching quintiles. they sold almost 24 million shares at $40, top of the range. raised almost a billion dollars. >> look. people have to unders

>> weyerhaeuser went to springfield high school.the best and the quarter was great and he was charitable trust and you can still get 5% yield if they pick it. they do the nursing -- they do skilled nursing facilities and 5% yield still better than your cds. >> incredible. we'll see you later, jim, 6:00 and 11:00 eastern time. >> say hi to doers for us. >> i'm not -- >> more "squawk on the street" coming up after this break. don't go away. jeff... hey, scott! this is no time for lollygaggin', lad. the chickweed and the dandelions are wreakin' mad havoc! now's the time to send in the scotts turf builder plus 2, man! it kills weeds while it feeds and strengthens your grass. feed your lawn. feed it! it kills weeds while it feeds and strengthens your grass. anbe a name and not a number?tor scottrade. ron: i'm never alone with scottrade. i can always call or stop by my local office. they're nearby and ready to help. so when i have questions, i can talk to someone who knows exactly how i trade. because i don't trade like everybody. i trade