Mad Money w/ Jim Cramer 3/13/25

Summary

Mad Money w/ Jim Cramer – Episode Summary (March 13, 2025)

Hosted by CNBC, "Mad Money" with Jim Cramer serves as a comprehensive guide through the intricate landscape of Wall Street investing. In the March 13, 2025 episode, Cramer delves deep into the current market dynamics, offers strategic stock recommendations, engages with callers, and features an insightful interview with David Steinberg of Zeta Global. This summary encapsulates the episode's key discussions, insights, and conclusions.

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1. Introduction to the Market Climate

Jim Cramer's Opening Remarks ([01:03]): Jim Cramer sets the stage by reiterating his mission: “To make you money. I'm here to level the playing field for all investors.” He emphasizes his dual role of entertaining and educating his audience, aiming to provide actionable insights during turbulent market periods.

Market Volatility and Political Impact ([02:15] – [08:45]): Cramer analyzes the recent market downturn, attributing significant drops in the Dow, S&P, and Nasdaq to President Trump's abrupt policy announcements, particularly regarding tariffs. He critiques the President's communication style, suggesting that negative and unpredictable statements on social media platforms have led to increased market instability.

• Notable Quote: “[02:30]... 'When this market's getting a head of steam... the President will post something rancorous,'” – Jim Cramer.

Cramer further elaborates on the fragility of the current market, highlighting how political rhetoric can swiftly shift investor sentiment, leading to substantial sell-offs.

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2. Strategic Stock Recommendations

Banking Sector Analysis ([14:46] – [20:30]): Cramer turns his attention to the banking sector, discussing the significant pullback in major banks like Goldman Sachs, JP Morgan Chase, and Wells Fargo. Despite recent declines, he remains optimistic about their long-term potential, citing strong management and strategic positioning.

• Goldman Sachs: Cramer explains the stock's recent 22% drop but remains bullish, expecting merger activities to pick up if trade uncertainties lessen.

  • Quote: “[15:50] 'I think much of the risk may already been baked...is too soon to give up on merger mania.'”

• JP Morgan Chase: Down nearly 20% from its peak, Cramer believes its robust operations and strategic initiatives make it a worthwhile investment.

  • Quote: “[16:30] 'JP Morgan Chase… they have high resilience and are set up to handle turbulent times.'”

• Wells Fargo: Despite a 16% decline, Cramer praises CEO Charlie Scharf’s efforts in remolding the bank for profitability.

  • Quote: “[17:45] 'Under Scharf, Wells Fargo has transformed into a much more profitable operation.'”

Retail Sector Insights ([22:10] – [28:30]): Shifting focus to retail, Cramer highlights stocks like Ralph Lauren and Gap, both of which have experienced significant declines due to tariff-induced fears but possess strong fundamentals and growth prospects.

• Ralph Lauren: Cramer points to impressive same-store sales growth and brand resilience despite a 25% stock drop.

  • Quote: “[23:15] 'Ralph Lauren’s core products make up more than 70% of the business… standout performance.'”

• Gap: With positive earnings and market share gains, Gap is another favored pick despite broader economic concerns.

  • Quote: “[24:40] 'Gap is back in the cultural conversation… strong same store sales growth of 7% is extraordinary.'”

Cramer underscores the importance of focusing on high-quality retailers that can weather economic storms and capitalize on brand strength.

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3. In-Depth Interview with David Steinberg of Zeta Global ([30:49] – [37:32])

Overview of Zeta Global: Cramer welcomes David Steinberg, CEO of Zeta Global, highlighting the company's impressive organic growth rates and its pivotal role in democratizing access to marketing and CRM technologies.

• Key Points:
  • Zeta Global assists large enterprises in reducing marketing and CRM costs by up to 50%.
  • The company boasts a robust data cloud with 550 million global profiles, enabling precise targeting beyond traditional walled gardens like Google and Facebook.
  • Steinberg emphasizes Zeta's competitive edge in offering a unified platform for marketing, advertising, data, AI, and activation.

Competitive Landscape: Steinberg discusses Zeta’s positioning against giants like Salesforce and Trade Desk, asserting that their integrated approach differentiates them in a fragmented market.

• Notable Quote: “[31:33] 'Our data cloud allows us to target across a trillion pages of content, significantly lowering costs compared to walled gardens.'” – David Steinberg.

Growth Prospects: With a current focus on the top 10,000 largest companies, Zeta Global aims to capture a larger market share, projecting significant wallet share increases in the coming years.

• Quote: “[34:42] 'We have 527 global scaled clients spending $100 billion on marketing this year… aiming for a 1.25% wallet share.'” – David Steinberg.

Cramer concludes the interview by acknowledging Zeta Global’s potential once market misconceptions are cleared, highlighting their solid financial audits and transparent operations.

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4. Lightning Round Highlights ([38:16] – [43:50])

Rapid-Fire Stock Opinions: In the Lightning Round segment, Cramer swiftly addresses callers' inquiries about various stocks, offering buy, sell, or hold recommendations based on current market conditions and company fundamentals.

• Illumina (ILMN): Cramer expresses a preference for Thermo Fisher (TMO) over Illumina, advising caution.

  • Quote: “[38:28] 'Illumina is a challenging company… I do prefer Thermo Fisher.'”

• Archer Aviation: Cramer warns against investing, labeling the stock as a potential "funeral."

  • Quote: “[38:59] 'That company is an invitation. Your funeral.'”

• Nano Energy (NN): Advises selling due to long-term outlook concerns.

  • Quote: “[39:23] 'I think you should sell Nano Energy.'”

• Steris Corporation: Recommends buying, viewing it as a solid healthcare company.

  • Quote: “[40:16] 'Steris is a great everyday healthcare company that should do very well.'”

• Arista Networks: Encourages purchasing despite current data center sector negativity.

  • Quote: “[42:11] 'Arista's been an amazing stock… I would buy it.'”

Interactive Engagement: Cramer’s energetic and candid responses provide listeners with clear investment directions, reinforcing his commitment to helping investors navigate market volatility.

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5. Intel’s Leadership Change and Future Prospects ([43:50] – [47:04])

New CEO Appointment: Cramer discusses Intel's recent appointment of Lip Bhutan as the new CEO, marking a pivotal shift in the company's trajectory. He praises Bhutan's track record in turning around Cadence Design Systems, suggesting he possesses the expertise to rejuvenate Intel.

• Notable Quote: “[43:50] 'Lip Bhutan is widely considered one of the most capable CEOs in America… his appointment is why the stock rallied more than 14% today.'”

Challenges and Opportunities: While optimistic about Bhutan’s leadership, Cramer acknowledges the monumental task ahead, comparing it to other high-profile company turnarounds. He expresses cautious optimism, emphasizing the need to monitor Intel’s progress closely.

• Quote: “[46:30] 'Can he get Intel to catch up with AMD and Nvidia? That's what he has to do… work in progress.'”

Comparative Analysis: Cramer draws parallels with past leadership changes at companies like Starbucks and Nike, highlighting the unique challenges Intel faces in the highly competitive semiconductor industry.

• Quote: “[46:10] 'This is not like when Brian Niccol came from Chipotle to turn around Starbucks…'”

Conclusion on Intel: Cramer concludes with a balanced view, appreciating the strategic move to appoint Bhutan but reiterating the uncertain path ahead for Intel’s restoration to former glory.

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6. Closing Remarks and Final Insights ([47:04] – End)

Final Thoughts: Cramer wraps up the episode by reiterating key investment strategies amidst current market conditions, emphasizing the importance of identifying undervalued stocks and capitalizing on sell-offs to build long-term wealth.

• Quote: “[47:43] 'It's time to be constructive on Intel. It's time to watch and wait.'”

Disclaimer: Cramer reminds listeners of the nature of his opinions, advising independent verification before making investment decisions.

• Quote: “[47:04] 'All opinions expressed by Jim Cramer on this podcast are solely Kramer's opinions and do not reflect the opinions of CNBC…'”

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Key Takeaways

1. Political Influence on Markets: President Trump's unpredictable tariff announcements have significantly impacted market stability, leading to increased volatility and investor uncertainty.

2. Banking Sector Resilience: Despite recent downturns, major banks like Goldman Sachs, JP Morgan, and Wells Fargo exhibit strong long-term prospects due to robust management and strategic initiatives.

3. Retail Opportunities: High-quality retailers such as Ralph Lauren and Gap present attractive investment opportunities amidst broader economic challenges, driven by strong brand performance and market share gains.

4. Technological Innovations with Zeta Global: Zeta Global stands out in the marketing and CRM technology space, leveraging extensive data capabilities to offer cost-effective solutions to large enterprises.

5. Intel’s Future: The appointment of Lip Bhutan as Intel's CEO is a strategic move with potential to rejuvenate the company, though significant challenges remain in restoring its competitive edge.

6. Investment Strategy: Cramer's overarching advice centers on being proactive in identifying undervalued stocks during sell-offs, maintaining a long-term perspective, and staying informed through continuous market analysis.

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Conclusion: In this episode of "Mad Money," Jim Cramer provides a thorough analysis of the current market landscape, strategic stock recommendations, and an insightful discussion on emerging technologies with Zeta Global’s CEO. His balanced approach, combining caution with optimism, offers listeners valuable guidance for navigating the complexities of Wall Street investing.

Transcript

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[Jim Cramer]

My mission is simple. To make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to MAV Money. Welcome to Cramerica. Other people make tens. I'm just trying to make you some money. My job is not just entertain, but to educate, to teach. You get through these tough days like today, okay? That's what we got to do. So call me or tweet me, I don't care. But today we had a monthly call for the CNBC Investing Club in the middle of the stock market. In the middle of it, I sensed a positive move. I wanted to get excited. But you know what I had to do? Had to hold my breath. Because when this market's getting a head of steam going, you know what you can bet on? The President will post something rancorous, dispiriting and confusing. And the market will immediately get put through the meat grinders. Wouldn't you know it? That's precisely what happened. And it set off a firestorm of selling that burned through the rest of the session. Dow ultimately tumbling 537 points, S&P plunging 1.39%. Nasdaq plummeting 1.96%. And you know what? It can all be traced to a gratuitous message on his social media platform that said that April 2 tariffs are going to go on. Not that anyone thought they wouldn't. Now, if you didn't know any better, you'd think that the President saw the market starting to make a comeback, decided nibbit. But this really is the Walmart White House. They never stop trying to give us everyday lower prices. Except it's our 401ks and our IRAs that are going lower. But I think President Trump doesn't understand right now is just how easy it is to send this market down. It's become ridiculously fragile over the trade issue and there's always something that goes wrong, especially when you have a president who regularly gives us new negatives because he's mad as hell he can't take it anymore. I sit here and wonder why the President does it. I dispute what some tell me, which is that he wants the market to go down quickly rather than more slowly, more measured. But the quick and noisy retribution to the action of our thoughtless trade associates takes us by surprise. And the uncertainty is crushing us. How else can he suddenly and explicitly post that he's going to put on 200% tariffs on all wine and champagne and alcohol products coming out of France and other areas of Europe? And that's in all caps? Sure, it'd be better for Napa and Forest park than whites. If you slap a 200% tariff on real champagne, they're going to triple the shell price. Did the White House know that? I'm not sure. Funny thing. Beneath my gnarly vinyl exterior, underneath all the dollar signs that surround my vital organs, is an actual positive spirit. So I got an idea to counteract my negativity, not yours. I say we do something. I say we take a look and think about what would happen if President Trump were positive, a positive person with a positive attitude. What if he put his sense of humor to work in a constructive way, to remind us that it's not all pain, the house of pain. What would he be posting? And it would all be realistic. It'd all be good. What would he be posting? Let's change the dialogue. Let's make it so. It's got the added value of being true, but it's got a different tone to it. And you know what? On this given day, this miserable day where you lost a lot of money, I can tell you that President Trump, hate him or love him, would post something like this. First post. Hey, don't be glum, chum Chen. Dollar General just put up some good numbers. A lot of stores. Inflation fighter. I think he's back and bigger than ever. And it's ignited dollar tree too. You ought to take a look at both these. If they could actually keep prices down and make portions bigger, they could give Wal Mart a run for the money. Maybe it's a buy. Bye. Bye. There, see? Nice and positive. All right, so come on. A little hyperbolic and little facetious, but you get what I mean. How about this one? Quote? The last guys who were doing my job gave this Intel a lot of money. And boy, was I angry. I'm still steamed about it, but I see they picked this guy Lip Bhutan as CEO. I'm here in his dynamite. Intel's a national treasurer. This could be great news caps. Then how about something positive about the worst performing stock in the market? So many sellers at Adobe today. I got a tutorial on this Firefly that does their AI and I think it's super. You can do anything with it. Why are people giving up on Chattanoo? He. He's allowed more people to be creative than anyone on earth. Maybe we just have to look at it differently. Might want to do something like this. How about that Southwest Air? I was getting worried about that team. But come back. Who knew charging for bags would make such a difference? And then a simple one. I hear Nvidia's got this Woodstock of. I can't wait to hear that Jensen keynote. He's a cool guy. I hear he's a good cook. To Renaissance man. Final stock, they are shell Mark Zuckerberg today. I think Met has beaten the Chinese, crushing them at their own game. Gts, which means good to see. All right, now he's not going to tweet about it. Sorry. Post about individual stocks, but you get my trip, right? I mean, look, he could post something like this and this would be, I think, something that would have been very reasonable. What the heck's wrong with the stock market? Didn't you see that CPI yesterday? How about that PPI today? These are amazing numbers. We have growth without inflation. Or how about this one? I hear people are cutting back. They are scared and they're worried. I have to get these tariffs on because we are being abused by everyone. Just turn to my webpage. You can see all the tariffs that they're forcing us to pay. If you have a better way to get these trade barriers down, tell our team we'll refine it and put your name on it as it is. I'm surprised Trump doesn't post. This is the first 10% correction in two years. Told you there'd be a lot of pain. What a terrible streak for Apple, they're killing that one doesn't seem right long term. We all use their phones. Look, I'm not trying to get some Pollyanna thing going. I don't want to sugarcoat it. And the stock market's bad 10% correction. First wonder why trillions lost. But if the White House only talks about the bad and not the good, that is business, not the good that business does for our country, not the good that we should be proud of, then it's a distortion on his part. That's right. That's wrong. In the end, the President's no pain, no gain attitude simply is not working. He periodically we're going to have some down markets, sell offs, corrections, bear markets. Look, they're fine because maybe sometimes they're deserving. We're going to see some stocks sink, even favorites like Apple because they might have trouble making a quarter. I'm not saying that Trump has to link his performance the stock market at all. That's a mistake. I am saying that he could afford to be a little more constructive. Constructive is good. Notice I didn't say positive. Said constructive. Something uplifting that is the added advantage of being true is great. He's going to create his own spiral down otherwise. Now, if he's doing the tariffs to help solve the budget deficit, I don't know how about some more reasons because that may not happen. If he's doing it to get companies to do more manufacturing in America, then he needs to explain that it is going to take years for this to play out. And in the interim, we've got some good things happening here too. There are plenty of ways to be negative. There are fewer ways to be positive. I want to accentuate the positive because when you're the President of the United States, you can create a negative mood that actually hurts the entire country, even if it's not intentional. Call it the Jimmy Carter syndrome. For those of us who are old enough to know. Is it ridiculous to note the comeback in cvs? I don't know. Is it silly to congratulate Costco from strong same store sales number may be too granular. What matters though, is that both the President and the Treasury Secretary seem hell bent on making us feel bad on saying that the tariffs will cause real pain. People don't understand what that means. They don't even know what a tariff is in a lot of time it is hard to understand it's not necessary to do this, nor will they highlight anything good that's going on here. Makes people feel like everything's terrible, which Isn't true the White House can't control the entire economy, but they can't control the message. Maybe they shouldn't celebrate firing people or brandish a chainsaw like Elon Musk did. Instead, they should quietly go about getting other countries to do better trading partners. Be more honest with us, be less punitive to us and lay off people without fanfare. Even if you think they shouldn't be laying them off at all. So here's the bottom line. Every day there is something to celebrate in the business world because the business world is fantastic. We'd be in much better shape if the administration would highlight that. Believe me, the bad doesn't need your help. It'll get the word out all by itself. Paul in Massachusetts.

[Caller]

Paul. Hey, Jim. Hope you're staying strong through these tough times. I know you've been through a lot worse than me.

[Jim Cramer]

I'm trying to be constructive and trying to help others. I got powerful forces against me that shouldn't be. How can I help you?

[Caller]

So I've been watching the stock for.

[Jim Cramer]

A little, little over a year now and it's really just done nothing but.

[Caller]

Go down the past year. But I was wondering if at these.

[Jim Cramer]

Prices that it's at, if you think it's a good time to jump in. That stock is Cleveland Cliffs. I know Cleveland Cliffs very well and I know Lorenzo done Sabis very well, the CEO and I think they're doing a good job. But they don't have the balance sheet that I like for an individual investor and that's. You should be owning Nucor. No slight against Cleveland because it's got a little too much risk because of that balance sheet. 7 billion in debt go with Nucor. Cleaner balance sheet. Bob in New York. Bob.

[Caller]

Hey, Jim. How are you doing today?

[Jim Cramer]

I'm struggling like everybody else, but I'm trying. How about you?

[Caller]

Same here, brother.

[Jim Cramer]

That's all we can do.

[Caller]

Jim, a while back you indicated that this company was well run and worth owning. I did my research, took a position in it. Unfortunately at a much higher price. My question is, should I add to my position or should I liquidate it? The company is Brookfield symbol bn.

[Jim Cramer]

No, that's a very, very well run company. I'm not concerned about them. They have good. They. They are in what I call. Until just a few months ago, they were in every single space you want to be. I think you still want to be there. The stock has come down hard, like many I could chase out. I could trace out 10 stocks in my brain right now. Look exactly like that and they have the same balance sheet in the same earnings. Don't fret it long term. Denzel in California. Denzel.

[Caller]

Jimbo. Denzel, California here. First time caller will not be my last. Quick go down memory lane. Jim, I just have to tell you I've watched you since I was about 14 years old. Now I'm 34 year old adult. I'm a daddy to three little girls. I have to say you just give me a sense of comfort when I watch you each and every day that I am grateful for. Jim, I have multiple business thank you.

[Jim Cramer]

I try to be constructive. I want people to be able to save money so they can do more with their life. Otherwise if I do that, I've done a good job. Powerful forces trying to get it so that doesn't happen. How can I help you?

[Caller]

You really have my stock today. Just wanted to speak about a firm. It's, it's been on a run lately. It's, it's pulled back. I've lost a bit of the family's money. It was in the 80s, not too long ago is in 160s. Where do you think it's going to go? Where do you think?

[Jim Cramer]

I mean, you know this is one of those things we should just mention. This is a very good company but it is a little risky and the fact is is that the riskier companies are now coming down much faster than the other companies. But remember this is run by Max Levchin. He has demonstrated a tremendous, tremendous ability to be able to not have losses that others would have with that portfolio. He's very good at his job and I think you'll do just fine. And thank you for the kind comments because on days like today, everybody needs them. Look, there's always something positive you can highlight or post about the business world. That's what's so great about American business. We should be cheering it. We should cheer capitalism. We'd be better off the administration start focusing some of those things and listen to me man bunny tonight, with the market back in sell off mode, my hunt for buying opportunities continues. Planning on eyeing the banks to see if the former market darlings would be worth considering. Then with tariff talk weighing down the retailers, I'm looking for names you can buy off the rack. I'm eyeing also an under the radar AI player that I first heard about from you Cramerica. So stay win.

[Mad Money Producer]

Don't miss a second of Mad Money. Follow Imkramer on X. Have a question? Tweet Kramer madmentions Send Jim an email to madmoneynbc.com or or give us a call at 1-800-743-CNBC. Missed something? Head to madmoney.cnbc.com.

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[Jim Cramer]

Now that we're back in sell off mode after yesterday's reprieve, I'm on the hunt for opportunities stocks outside the blast radius that have generally gotten cheaper as they've gone lower. It's impossible to game Washington Europe, you know that. But I think you can game the economy, if only because the Fed's likely to step in then a real recession. That's why today I want to circle back to another formerly beloved group that's now hated and it's the bank stocks. These stocks cruised into the end of last year for rocketing higher in January after most reported strong fourth quarter results. Oh, but they've been hammered mercilessly since then based on the tariff induced recession fears. At this point the big banks, good or bad, weak or strong, are all down 16 to 22% from their recent highs. Now if you're generally concerned, OK, okay, if you believe that we're headed for recession, then you should stay a heck away from these banks. I've said them work, but I don't buy the full bloom and doom scenario. Even though things are certainly a lot worse than they were a month ago. I think a lot of it's manufactured gloom unintentionally. And if we're not headed for recession then it's worth buying the bank's own weakness and that's what we have. Let's start with Goldman Sachs. We own it for the Chapel Trust we were betting we get a stronger economy. And more important the Trump's antitrust regulators go a little bit easier on mergers than Biden's antitrust people. Initially Goldman was a big winner for us running from the mid to high five hundreds where we started buying to an all time high of 672 and change in mid February. But less than a month the stocks erased all of its gains falling back to $524 has changed as of today. Wow. Now some of that's because the economy's clearly deteriorating. Some it's because Wall Street's now worried that the second Trump administration might be a lot less pro business that than the first Trump administration. For all the talk of big mergers waiting in the wings, we've had the lowest number of deals in the first two months of the year since 2005. Companies are worried about tariff uncertainty. Plus the plummeting stock market means fewer IPOs, which is another big source of business for Goldman. So that's why the stocks come down 22% in the past few weeks. But as I told Investing club members in our monthly call today, with such a large haircut, I think much of the risk may already been baked. Not all that baked into the stock price. When Goldman peaked last month it was trading at 14.5 times this year's earnings estimates. Now it's trading at roughly 11.5 times this year's estimates, although the estimates probably come down. Why stick with Goldman in the face of this newfound uncertainty? That's an excellent question. Here's my answer. Because I think it's too soon to give up on merger mania. President Trump could help by offering some stability on the trade front. That should encourage more M and A activity. It would also likely help stabilize the stock market. It's not his job. It's not anybody's job. But it's not anyone's job to take it down either and therefore we'd have more IPOs. I know he's a true believer on tariffs, so my he's also willing to change his mind on this stuff in the past which would be good news for Goldman Sachs by the way. I'm not willing to change my mind on tariffs, but that's all right. I'm not president. Meanwhile, some of the softer economic data has caused long term interest rates to come down and that should be a boon to Goldman's debt underwriting while also encouraging more mergers because many of these deals are paid for with borrowed money. Finally, I think Goldman's best in class sales and trading operation where I once work, could be in a position to make a killing amidst all this volatility that we've seen over the past few weeks. I'm right. Look, if I'm right about that, and I'm pretty confident about the thesis because these Goldman professionals are the best at what they do, then that strength could offset some of the softer performance from the traditional investment banking side. So for all these reasons I'm still comfortable with Goldman Sachs. But I do think the stock could go lower because the market's awful. All right, but I like to buy low. I like to sell high. What else? Well, if you agree that the recession fears are overblown, then why not pick up some JP Morgan Chase Nation's largest and best run bank. It's down almost 20% from its all time highs in mid February. JP Morgan could certainly get hit harder by a vicious economic slowdown. But again, I'm not yet in the camp that expects such a drastic scenario. While there's been some yellow flags in the economic data recently, these problems are self made and they can go away with some steadier policy from the White House. Even if we don't get that a softer economy will give the Fed the green light to start cutting interest rates again and that will eventually bail you out. Finally, I like Wells Fargo down here with high with these interest rates, it doesn't need cuts. Believe me, that's how these guys are set up. We own this for our Chapel Trust in a long time, long term turnaround play under CEO Charlie Scharf, whom we greatly respect. Even though Scharf's now more than five years into the job at this point, he's still actively reshaping Wells Fargo for the better. Shrinking or exiting businesses that weren't working well. Mortgage lending leading to stronger ones like credit card lending, investment banking. Schwarfs also made incredible progress cutting costs, transforming Wells Fargo a much more profitable operation. The last big benefit that could still accrue to Wells would be a removal of the asset cap that's been in place since early 2018 as the bank has further moved from its bad behavior under past leaders, not under Sharp. Any major new scandals under Sharpe? Well I think increasingly unlikely and therefore I think that you would absolutely get this cap removed. And Wells Fargo, there's billions of dollars in costs they could take to reallocate move from compliance efforts to activities there's they have to spend a lot of money on compliance. I'm not against that but I do think the bank would be much more profitable without the cat. Even with the stocks recent 16% pullback from its highs, Wells Fargo is still giving US a nearly 85% gain for the channel trust and why I've been bullish on this one for a long time. We're starting to get some new company today analyst at RBC guy was on TV upgraded the stock from sector performed outperform because they're getting the asset he thinks the asset caps can removed and Wells would generally do better now that Biden's tough bank regulators have been replaced. So here's the bottom line. If you don't think that the chaotic start to the Trump administration, the market volatility that's come with it fully pushes into recession, then the banks are a great place to go. I like Goldman Sachs, I like JP Morgan, I like Wells Fargo. But there are a lot of now discounted banks that you could be buying because well, let's just say the postings have taken things to substantially lower prices. Money is back after the break.

[Mad Money Producer]

Coming up, retail is feeling the tariff impact. But are macro headwinds giving you a chance to buy high quality names off the rack? Kramer offers up a price check next.

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[Jim Cramer]

Look like I've been telling you all week, when the market rolls over like this, sometimes you got to hold your nose and you got to go bargain hunting because these are indiscriminate sell offs and they create buying opportunities so you know where to look. I know it's a really hard thing to do. We bought some stocks today for the Travel Trust for a couple of comments by the President about trade. And we were down on everything instantly. It is not reassuring, but it can still make you money, just not immediately. Take retail. A group that's right in the blast radius of the rapidly escalating trade wars between the United States and our nominal allies. Consumers are terrified. We don't know what anything's going to cost. That makes people a lot less willing to go shopping. But I think this tariff reign of terror is temporary, at least the terror part of it. Sooner or later we're going to get used to it actually and there will be some kind of resolution and then many of these retailers will bounce right back and we'll say why didn't we do some buy? And that's what I'm talking about. But you only want to pick the best, okay? And a best like Ralph Lauren. After roaring in the second half of last year and throughout January and early February stocks suddenly been obliterated. Pulling back from 289 it's high to 216 and change today it's been a breathtakingly bad run. Maybe it should have been a 2:89. I don't think should be to 16. Why am I sticking my neck up for this apparel company when you have to presume you will get your head off cut off right now. Well, the fact is Ralph Lauren report a fantastic quarter in early February not that long ago better than expected growth in every geography rising gross margins. While the company saw better than expected consumer demand across all channels, the direct to consumer business had same store sales growth of 12% globally. That's really impressive. As Magnus sees it, consumers demanding these products directly from the source is leading indicate is a leading indicator of their quote global brand desirability. Plus it doesn't hurt that the direct consumer with its great gross margins makes up 2/3 of the business. So what was driving the stellar growth? The good news is all about Ralph Lauren's core products and their classics. I mean knit shirts, chinos, oxford cloth shirts, select footwear, accessories. All of which saw revenue growth in the low teens. Pretty extraordinary. These core products make up more than 70% of the business. As for the company they referred as the high potential business is another business that they have women's apparel, outerwear, handbags and that grew an astounding 20% clip that outpaced the company as a whole. All right, this past quarter included Ralph Lauren's performance over the Holiday season where they had an incredible Black Friday selling period, allowing them to pull back on promotional activity and sell more goods at full price. That's highly unusual. Most, most companies cannot do that. Consumers were taking this stuff off the shelves before they even had time to slap a discount on it. Very impressive in an industry where there's always someone looking to steal your customers by undercutting you in price. Can't do this is a classic company. Classic look. Geographically, the company is also doing very well in North America. It's the largest market. 7% revenue growth. Europe and Asia did even better with revenue growth in the mid teens. Of course, you could argue that none of this matters anymore. Ralph Lauren's latest quarter took place in a totally different world. One where we weren't worried about trade wars and plummeting consumer confidence. Presidential tweets certainly true, but it's also why the stock has just fallen 25% in over a month's time. Turn sale. Not the goods, the stock. Don't forget. On the latest conference call, management noted they currently anticipate a minimal annual impact from tariffs. Although again, that was before things started spiraling out of control. Still, I believe Ralph Lauren is much more likely to make a comeback than your average retail stock. We know that from the last quarter that their brand is as culturally relevant as ever. While the stock got hit today on more negative consumer commentary from this time from American Eagle. You got to keep in mind that Ralph Lauren's target is a lot wealthier than the average consumer. They're less likely to get hit by the current environment. Ralph Lauren's close the look a lot more timeless than American Eagle, don't you think? And that's why I think it'll be one of the first retail stocks to bounce back. Next up, how about the Gap, which also owns Old Navy, Banana, Public Athletic. We've been speaking with CEO Richard Dixon regularly for some time now and he always seems to tell a good story, doesn't he? While backing it up with good numbers. The stock has repeatedly popped on earnings, but the market seems to have a short memory with the Gap because it always ends up coming back down before for the next quarter. Now we spoke to Dixon just last week after he delivered a really terrific fourth quarter earnings report. Posting better than expected revenue. 16 cent earnings beat off a 38 cent basis. The market even like the guidance, although it came in a bit light, tough to do in this environment. As a result, the stock shot up almost 19% the next day. Gap roared for a good reason, because there was a Lot to like about the quarter. The company picked up market share for the eighth consecutive quarter, gaining or maintaining share across all four of the brands. The standout of the quarter was the core Gap brand, posting same store sales growth of 7%. That was extraordinary. Seen that in a long time here. That was way higher, by the way, than the 2.3% that the analysts were looking for. As Richard Dickson told us when he came on the show, the Gap is back in the cultural conversation. You can see it from the numbers. The company's largest segment, Old Navy, also did pretty well with better than expected same store sales in the eighth straight quarter of market share gains. They're doing very well in denim, which we know is very hot. Even Banana Republic is doing well, something he promised and Then he delivered 4% same store sales growth. Wall street was looking for flat numbers. Extraordinary. I spoke with Dixon in the past about reinvigorating this beaten down brand and he's clearly doing something right. Look out for the White Lotus collaboration that just released. It's as good as the show. They got a winner. Athletic. Struggling a bit relative to Gap's other brands, but it's already the third biggest name in the women's activewear space. And given Dixon's track record with turning around his other brands, I actually am inclined to believe when he says that he feels that positive about the athletics prospect. Certainly wouldn't bet against this guy at this point. You know what? I think they're taking share from Lululemon. How about the trade war though? Won't President Trump's volatile trade policy crush the Gap like it's crushing everybody else in the business? Look, this company gets less than 10% of the products from China, with less than 1% coming from Canada and Mexico. On the cost side, they're fine. The only worry is that the trade war wrecks consumer confidence and crushes the entire economy, which does seem like a possibility to point. But as I said repeatedly, I think the Federal Reserve will start cutting rates at that point in order to prevent a recession. When I asked Dixon about the the concerns surrounding the health of consumer, he emphasized that what Gaps been doing to reinvigorate their brands is resonating with customers and their ability to gain market share in declining industry makes him feel pretty confident about the future of the business. I think he's probably right. Even if the company gets hit with some near term turbulence, I like it. Here's the bottom line. As long as you don't think the entire economy is about to fall off a cliff and there's still some of us who feel that way then some of these high quality retailers are looking darn cheap at these levels. Ralph Lauren and the Gap are my faves right now. And yes, if you buy them and the president basically assures you that the forecast is pain, there's not much you can do short term but longer term you will do fine. I just can't predict when longer term starts. Let's take some calls. Let's, let's go to Garrett in Texas.

[Caller]

Garrett, thank you so much for taking my call, Mr. Kramer. It's a pleasure.

[Jim Cramer]

Thank you, Gary. Thanks for calling.

[Caller]

So my question is about the New York Times ticker nyt. Now I know it's a newspaper company but they have a tremendous brand, a strong digital presence. Their daily games are popular. They all be athletic. Can they grow in the future or are they slowly becoming obsolete?

[Jim Cramer]

Okay, there are people it's not obsolete but there are people who are very worried about the advertising market. I'm trying to circle the why I do like subscription business by way and they're super in business driven. This stock has come down. There were a lot of questions about the last quarter. So here's what I can say about it. I read the last quarter conference. Well I thought it was fine but the interpretation was that it wasn't strong enough. I'm going to ask that we wait another another quarter before we can make a determination. Let's go to Marcos in Arizona. Marcos we are Jim, thanks for taking my call.

[Caller]

You.

[Jim Cramer]

Thank you for calling.

[Caller]

Yes, sir.

[Jim Cramer]

Hey, Casey's General Storage has been forming.

[Caller]

Well do you see further upside potential for the stock or do you believe.

[Jim Cramer]

I'll tell you there are a couple of other retailers and convenience stores that are in a similar situation to them right now. They're all pretty funky even though the businesses are good. I have to again counsel. We need to wait another quarter before we can be sure that that people will interpret the good news as positive instead of negative, which is what's going on right now. Thank you for calling. Now if you don't the economy is about to fall apart and I think it's worth looking at Ralph Lauren and Gap in these levels much more made money. He stuck me on the Zeta Global. So today I'm sitting down with the CEO learn more about the company. I think it's pretty interesting. Then I'm offering up the intel on Intel's new CEO completely forgotten about in the disaster that was today. And of course all your calls. Rapid fire in tonight's edition of the Life So stay with Premium. Last week we got a call from Vince in my home state of New Jersey who wanted to know about an advertising technology company called Zeta Global. Now, he stumped me with that, but I promised to come back, do some homework. Tonight though, I'm going to do one better because Zeta Global sold my lack of commentary and offered to come on the show to introduce themselves directly. Which, by the way, is the same proposition will make to anyone when you're in the light round. And I get stumped. As much as I like doing homework, it's always better to hear it right from the horse's mouth. So let's check in with David Stubberg. He's the co founder, chairman, CEO of Zayden. Mr. Styberg, welcome to Money.

[David Steinberg]

Jim, thank you so much for having me.

[Jim Cramer]

It's terrific that you're here. You, I candidly did not know you, and yet I should have you. I would say you fly under my radar screen, but you don't fly certainly on the radar screen of all the big advertising agencies and you certainly don't for a lot of the big customers, Fortune 100 customers who are trying to reach people that they haven't for a reasonable price. Good selling proposition.

[David Steinberg]

You know, when you're out there, especially in today's world where you're helping large enterprises to lower their marketing and CRM costs by an average of 50%, you know, CMOs are returning your calls and as you said, 44% of the Fortune 100 largest companies already use Zeta.

[Jim Cramer]

Okay, so how are they knowing you? And how, how does they come to you?

[David Steinberg]

So they either go through an RFP process or we have a big sales force, right? And we go out and we, we sell. And we've been very, very successful as a company. By way of example, we now have reported the last four years in a row at organic compounded growth rate of greater than 30%.

[Jim Cramer]

I saw that in your deck. And you're very transparent. I put, I was telling Ben Stoddard who works with me, I said, jesus, those are good numbers. Now how about this for a little more of the ethereal, conversational, inspirational, authentic, friendly, clever. Describes you.

[David Steinberg]

Wow, that's very nice. Could you tell my children, Well, I.

[Jim Cramer]

Mean, you're not subversive, callous, flippant, disparaging, careless, uppity or casual. I'm getting this right from the deck. I'm not making it up. But you're talking about who you guys are. So you do have a different ethos from some of the larger shops.

[David Steinberg]

Yeah, so we look at this in a very different way. Right. So we look at our clients as partners. We have 527 scaled global clients that depend on us to, you know, help them with their marketing and CRM. And we think of ourselves as a very high level platform.

[Jim Cramer]

Okay, so let's talk about the idea of the walled garden of Google or Facebook versus who you're be able to reach because there's a bigger world out there.

[David Steinberg]

Well, so first of all, we plug into Google and Facebook too, so we're able to target into the walled gardens. But the biggest value I think we bring to the table is the democratization of the open web. Because our data cloud is so robust, we're able to target people across a trillion pages of content. Now once you get out of the walled gardens, the costs are much lower and it allows us to help enterprises get to the exact same person they might have seen in a walled garden, both in the walled garden and addressed outside of it. And connected television and email and mobile. We're able to address pretty much every digital methodology right now.

[Jim Cramer]

We're big believers that data is king.

[David Steinberg]

Yes.

[Jim Cramer]

How many pieces? How many? I guess you could say how many people do you have that you have data?

[David Steinberg]

So we have 550 million people globally that are in our Data Cloud with 245 million in the United States alone with an average of 5 to 7,000 data attributes per person. So I can't do that math in my head for elements.

[Jim Cramer]

But let me ask you though, that's fantastic for I understand all the big people obviously want that, but can some someone tap into you who's just a medium sized company or small size company, wants to be able to be every bit as good as the big companies?

[David Steinberg]

I think that's a big upside opportunity for us in the future. Today we focus on, call it the 10,000 largest companies out there. So one of the things I like to talk about, Jim, is we have 527 global scaled clients today. They're going to spend $100 billion on marketing this year. Last year I had 1% wallet share at the middle of my range. This year I've got to get to 1.25%.

[Jim Cramer]

Right.

[David Steinberg]

And I think we can get to 5 or 10% of that 100 billion in the years to come.

[Jim Cramer]

Okay, so who directly are you competing with? Is it Salesforce or is it Trade Desk?

[David Steinberg]

So yes, in fact, one of the confusing things about our business is when we founded it, the vision was to put everything that a marketer needed in One user interface and one reporting infrastructure. Right. So on one side of the house for CRM, you're competing with Salesforce, Oracle, Adobe.

[Jim Cramer]

Right.

[David Steinberg]

On the other side of the house, you're competing with the trade desk. So people say to me all the time, why is the story so confusing? And it's like, are you marketing technology? Are you advertising technology? Are you data, Are you AI, are you activation? And the answer is yes.

[Jim Cramer]

Yes.

[David Steinberg]

So for us it's been, it's interesting what's made us exceptional with customers. And if you look at our growth rates, customers are buying our products at an accelerated pace. It's been confusing and it's created a dislocation in the stock for Wall Street.

[Jim Cramer]

Well, it has. And I know there's also a short report out about you which talks about how, I don't know, some sort of conflicting deal. I don't want to minimize anything short, long. But I was kind of stunned that the stock is not higher given the fact what we know about your compound growth. But it is a harder, harder story. By the way, Jeff Green's trade desk story is a hard story and had to work very, very difficult on that. I went over the antitrust department, you know, Jonathan Kanter's brief against Google to try to understand what you do, but it would seem like that you're kind of a very good exhibit A against the idea that there's too much, that Google's all powerful because you in many ways bus Google.

[David Steinberg]

Yeah, listen, one of the things I talk about, there are 512 publicly traded technology companies in America, all right, eight of us have grown over four years, 2021 through 2025, by greater than 20% on a compounded growth rate. And the other and expanded free cash flow margins in that same form years. The other seven trade in an average of 13 times revenue and 90 times EBITDA. We're trading at like three and a half times revenue. So I think the opportunity once we get through this short report, right, because they, these guys can make up anything about anybody, any time. Our audit committee brought in a forensic accounting firm and one of the top law firms in Washington D.C. on data policy. They audit audited us for our financials and our data and we just filed a totally clean 10k. No comments in our audit opinion from DMT.

[Jim Cramer]

Well, I'm glad you brought that up. I want people to understand, do all their homework. There's ample stuff, a lot of anal sports, but also some great decks from the company, all available. That's David Steinberg. He's the co founder, chairman and CEO of Zeta Global. Thank you, David.

[David Steinberg]

Thank you, Jim.

[Jim Cramer]

They're Bonnie's back at the coming up.

[Mad Money Producer]

Lightning doesn't just strike twice in Cramerica.

[Caller]

Booyah. Jimmy, chill.

[Jim Cramer]

Booyah.

[Caller]

Booyah. Thanks for taking my call.

[Mad Money Producer]

It strikes every day. Kramer is back in a flash with your questions.

[Jim Cramer]

Next. It is time start to the light round. Crazy events from Rock Roads World. You say this. Soccer said bye, bye bye. Bought a sell for sell. Just girding on the course, not cursing my steppers. And grandpa's gonna play Planet Sam. And then the lightning round is over. Are you ready, ski daddy? Time for the lightning round, Chris. Let's go to Savita in California. Savita, thank you.

[Caller]

Hi Jim. Thank you for taking my call. I'm a long time watcher and first time caller.

[Jim Cramer]

Okay.

[Caller]

My question is regarding two companies. Illumina ticker symbol ilmn.

[Jim Cramer]

And well, Illumina is a challenge company and I don't really care for it. I do prefer Thermo Fish or tmo. They do a better job. And we own standard for the Chapel Trust. And here we're betting on a management change because right now that companies run much more poorly than it should be. Let's go to Philip in Minnesota. Philip.

[Caller]

Yes.

[Jim Cramer]

Philip.

[Caller]

Hello. Hi.

[Jim Cramer]

Hi. Go ahead. Phil. What sock you have?

[Caller]

I'm looking at Archer Aviation.

[Jim Cramer]

Well, keep looking but do not press the button. Because in this kind of market that comes. That company is an invitation. Your funeral. Let's go. Craig in Tennessee. Craig.

[Caller]

Booyah. Jim from Nashville, Tennessee.

[Jim Cramer]

All right, man. Good to have you. Good, good. Real estate market. What's going on?

[Caller]

Got a position in a nuclear stock that I'd like your opinion on it. Nano energy ticker symbol nn.

[Jim Cramer]

I think you should sell Nano energy. I think the first time we'll see any nuclear new in this country is 2033. And that'll be done by Ige Brnova if it's lucky. Let's go to Jonathan, Pennsylvania. Jonathan.

[David Steinberg]

Hey, a Fox county booyah on a.

[Caller]

Great club meeting today. Jim.

[Jim Cramer]

Holy cow. Thank you very much and a Bucks County Booyah right back to you. My favorite county and where I try to live and will be very there very soon. Let's go on. There you go. Hey.

[Caller]

You and Regina can debate whether or not you have matured, but you have made all of us more mature investors.

[David Steinberg]

There's no debate on that.

[Jim Cramer]

Well, you missed my immature moment earlier this evening, but that's fine too. What's up? Here you go.

[Caller]

Hey, I got a company. It's Right at the rule of 40. There are some cross currents. The positives are there more.

[David Steinberg]

There are more medical device, you know, health care procedures.

[Caller]

They get about 30% of revenue from overseas. They're having a little bit of slowing growth and decreasing return on invested capital and free cash flow.

[Jim Cramer]

Want to know what you think about Steris? Geez, I always like stairs. I think that that's just a great. Kind of. Just a regular everyday health care company that I think should do very well. I didn't know about the slowing. I think it's just a strong company and I'd be a buyer of it and go Bucks County. Although I did not go to Central CBW or. Well, I went to Springfield High on coming. Okay, let's go to Jack in Ohio. Jack.

[Caller]

Hey, thanks for taking my call, Jimmy.

[Jim Cramer]

Of course.

[Caller]

Hey, thinking about adding this one to my dividend income holdings. TSLX6 3 specialty lending.

[Jim Cramer]

Okay, now, the problem with that company, I've looked at it and there's a bunch of others that have a similar yield. I don't know what they really own, so therefore I can't really opine on it. You sound like you know it. If you know it, be my guest. But. But I don't know what's in the portfolio, so I'm gonna have to take a pass. Let's go to Annette. New York. Annette.

[Caller]

Oh, great.

[Jim Cramer]

Go ahead, Annette.

[Caller]

Do I have to mute my phone?

[Jim Cramer]

Oh, you sound great to me.

[Caller]

No, I don't need my phone. I meant the tv.

[Jim Cramer]

Should I put it on? No, no. Just give me the Stockinette and we're in good shape. You're on with me.

[Caller]

Thanks, Jim.

[Jim Cramer]

Hey, how's it going?

[Caller]

Did you know I was on? How?

[Jim Cramer]

I didn't know it was in that. Okay. All right, sure. What's this doc I'm calling on?

[Caller]

Lamb research.

[Jim Cramer]

I like lamb very much. Right now it's in the crosshairs of a lot of different geopolitical concerns. It's one of those stocks that I think is deeply involved with the negativity right now. It's a shame because Tim Archer is not a negative guy and they are a fabulous company. I would own the stock. Let's go to Ellie in New Jersey. Ellie.

[Caller]

Hi, Kramer. Booyah.

[Jim Cramer]

Booyah. Ellie. What's happening?

[Bank of America Representative]

Well, I'm calling because I have a stock in my portfolio, Arista.

[Caller]

I've had it for quite a while now, long term, and it's given me some really nice gains, especially after the split.

[Jim Cramer]

No, Arista's been an amazing stock for Many years. And that's because Jay Sri Lal is such a fantastic executive right now. It's caught up in the data center negativity at this point. This stock is now down 50 straight points. I'm going to bet on Jay street here. I would buy it. Let's go ahead and Juan in Florida. Juan.

[Caller]

Hi, Jim.

[Jim Cramer]

Thank you so much for having me. Sir.

[Caller]

How are you today?

[Jim Cramer]

All right. How are you?

[Caller]

Great, great, thanks. So I was calling regarding bstruck Corporation symbol dst.

[Jim Cramer]

Okay. If you believe that the data center is coming to the end of the world, why do we need more power? Why more utilities? If you think it's okay that I think at this point I would actually pull the trigger on Vistra. And that, ladies and gentlemen, is the conclusion of the Lightning round.

[Mad Money Producer]

The Lightning round is sponsored by Charles Schwab. Coming up, intel stock is soaring after it announced a new CEO. Kramer shares his intel on the leadership change next.

[Caller]

Booyah for the Emperor of Creamerica, Honorable James J. Kramer.

[Jim Cramer]

You got me jumping around my office right now.

[Caller]

Thank you so much for all you do for us. I enjoy your show and I find.

[Jim Cramer]

It very entertaining and informative.

[Caller]

I watched your first ever episode of.

[Jim Cramer]

Mad money back in 2005 and I've.

[Caller]

Been watching every single episode ever since.

[Mad Money Producer]

Don't miss Mad Money every night at 6pm Eastern. Plus, join the CNBC investing club and stick with Kramer around the clock.

[Jim Cramer]

You may not know the name Lip Bhutan, the new CEO of Intel, but you should. He's widely considered to be one of the most capable CEOs in America. A semiconductor star with a lot of friends at the industry. He previously worked at Cadence Design Systems, a software company designed designs electronic design automation. Basically, they help you make complicated chips. He saved Cadence was in deep trouble. He transformed into an extremely profitable company. Under his leadership, this thing went from a billion dollar company to nearly five, nearly $50 billion, right? Fifty fold. His appointment to run intel is why the stock rallied more than 14% today, leading the S&P 500. Does that move make sense? Listen, I've been extremely negative about Intel, a company I once worshiped because. Mostly because it was sorely lacking in rigorous leadership. But I'll say this. If anyone can turn around intel, it would be Lip Bhutan. If you want to know what he's like, go watch his acceptance speech on YouTube. When he won the SIA's Robert Noyce Award for the Best Semiconductor Executive in 2022, Robert Noyce was revered founder of Intel. Regardless, one of the best executives ever lived. That speech showed he understood the new world that was coming. The world created by the way by Jensen Huang at Nvidia for any of his the world generative artificial intelligence. The the speech was brilliant. The problem is that intel is a troubled company like Cadence used to be an intel is an ugly balance sheet. LIPU must mess. But he's got to address that immediately. He will. He understands finance very well. But can he get intel catch up with AMD and Nvidia? That's what he has to do. Yes, fast. He made that clear. But can he really make up the ground lost years of wayward leadership at intel for that I say work in progress. This is not like when Brian Nicholl came from Chipotle to turn around Starbucks and stock floor up. Starbucks had some low hanging fruit including real throughput issues right up Nichols Alley. I think that rally made sense. We sold some Starbucks to the chapel just we're soon to buy it back. Then there's Elliot Hill who replaced John. John. John. I'm sorry, John Donaho at Nike. Donna's undid a perfectly good brick and mortar strategy in favor of direct to consumer. Something that didn't work because people like to try on expensive shoes in person rather than buying them just online. He didn't do much innovation either during Donno's tenure. Adidas, New Balance, Hoka and On one really came on. Still, I think that Hill and old Nike hand has a shot of restoring the luster. Plus Nike still has cachet as worldwide distribution dyno didn't destroy the brand. I wouldn't bet against Hill. I think the lipo has a much more monumental task in intel because its predecessors really did drop the ball. The seven different world moves really fast. It's an extremely competitive world and there's no niche left unexploited. At least not that we know of. But maybe that's the real opportunity here. There might be something he knows, some killer idea that the rest of us haven't been able to identify. Maybe his contacts with ideas would be willing to work with him to turn the place around. Maybe there are people within intel who haven't been able to flourish under the leadership of Pat Gelsinger, the previous CEO. All these distinct possibilities. But as I see it, we got to wait. I don't yet see the path to restoring Intel's former greatness. However, I have been extremely negative about this company's prospects. I'm no longer negative. It's time to be constructive on Intel. It's time to watch and wait. Even though they got problems. They finally got the right man for the job after years of getting it wrong. The board did something smart and I say well done. Like I said, as always, a more market summer I promise to find just for you right here at Man Money. I'm Drew Kramer and I'll see you tomorrow.

[Bank of America Representative]

All opinions expressed by Jim Cramer on this podcast are solely Kramer's opinions and do not reflect the opinions of CNBC, NBCUniversal, or their parent company or affiliates, and may have been previously disseminated by Kramer on television, radio, Internet, or another medium. You should not treat any opinion expressed by Jim Cramer as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Cramer's opinions are based upon information he considers reliable, but neither CNBC nor its affiliates and or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. To view the full Mad Money disclaimer, please visit cnbc.com madmoneydisclaimer A role that.

[Jim Cramer]

Feels like paradise and always at a.

[Caller]

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[Jim Cramer]

So it's simple.

[Bank of America Representative]

Pick up a pack today. Angel soft, soft and strong Simple.