 All right, good Thursday morning everyone, the stock market back up right now. We're on the floor of the New York Stock Exchange with Jim Kramer. Jim, let's start with Walmart, another company giving $1,000 bonuses. Yeah, Walmart, I mean, you have to be there for 20 years, but Doug McMillan is revolutionized. What I regard as being the modern-day retailer, because what he did was put food in. Initially it was a little rocky, but now the large is grosser. They are making their stores better and better. Why? Because the managers now stay longer, now they're being incented. They used to be one of the lowest-paid companies. My friend David Faber did a piece on the age of Walmart. All he did was just realize, wow, as soon as you were good at Walmart, you went to Costco and started working there. Costco has always been ahead of Walmart because they paid people more. But Doug McMillan's making moves, and this is the kind of thing that reminds me of Henry Ford when he started paying his workers $5 a day and boosted the whole GDP. And Walmart has 2 million workers, of course not all of them get the bonuses. But this is saying something. It is, again, a refutation of what we thought would happen when they passed tax reform, which is that all the money is supposed to go to dividends and buybacks. Yeah, Walmart the biggest employer in the US. I mean, the Federal Reserve should be looking at this, perhaps. Well, man, I think that the good thing about Walmart is that I have a Walmart that when we take my daughter to college, four years ago we couldn't use it. We had to drive 20 miles out of way to Target. Now we enjoy up going out there next week. Now we enjoy going to our Walmart so much that I find myself buying a lot of things that I didn't even need. This is a testament. If you haven't been to Walmart in two or three years or four or five, go to your Walmart. You will not believe how good it is. Shares have 46% over the past year. Is there more room to run? I think there is. Now remember, this is not an event that's going to make you want to buy the stock. Let's make that clear. It's going to be the online presence. The online presence is dramatic and good. I was worried about grosser margins, but after that Target call, not that worried, because Target call is good. I do believe that Walmart goes to 110. Wow. All right. And meanwhile, the tax reform excitement continues with Delta raising their 2018 earnings guidance. Delta, KP Homes, Linnar. They are the actual unofficial kickoff to the earnings season, not just JPMorgan and Wells. I urge you to listen to the KP Homes. KP Homes call just magnificent. A lot of that tax reform. Delta has a lot of free cash flow. Who knows what they'll do with it, but you know that it's good for shareholders. I do still think that the airlines are undervalued. I can't say the same for the home builders, since I like them so much lower. But a lot of this tax reform driven is good news. And Delta, perhaps maybe buy some equipment with that money? Well, you know what, there's accelerated equipment purchases. Look at Boeing. It's up before the market opens almost every day. Still, my $400 price target, which was meant for 18 months, I don't know. I mean, it's closing in, still got another 66 to 5 point. But I think Boeing is the stock tone. Meanwhile, Jim, what did you think of that Barclays note on Netflix talking about the transition from the steam revolution to electricity? Well, Barclays is very much late to the story of Netflix. But Netflix is one of the top 10 most heavily shorted stocks. The piece itself is, I have been a little facetious about it. The piece itself is saying that Netflix has changed the game. But I would tell you that Netflix is bigger than everyone but Disney. And so at a certain point, maybe it takes a break, kind of like how the other fangs have taken a break. But I thought it was very interesting that Domino's, which was up 2,000 points during 2,000% during the period that Pat Doyle was the CEO, is the, it beat all of fang, except for the end, Netflix. All right, Jim, meanwhile, who do you have coming up on med money tonight? I've got Denny's tonight, and I think Denny's is a great story in terms of capital allocation in terms of being a value play, like a dollar general or a dollar tree. I have a little affecato way on, which is a sensation in travel experience luggage. Obviously, small, it's not publicly traded. But I think that Denny's is going to be eye opening because what's happened at Denny's is what's happening in a lot of places. Great customer attention, great loyalty, value meal. Continue people to continue to go there. Tax reform, more money, more buyback, maybe some wage increases. It's just a virtuous circle all the way around. All right, Denny's tonight, 6 p.m. Eastern on CNBC. Jim, we're going to continue the conversation on ActionAlertsPlus.com. And we should remind everyone that Jim, you had your call yesterday. People should sign. I mean, look, am I begging for people to sign up? You know, frankly, I spent so much time on the call that kind of, I don't think I'm bad at everything. This is the thing I work the most hard every single month. And I try to put a lot in it, and the team really comes around. And if I were a hedge fund manager, I would be on the call. All right, so think about that. Go watch the replay. All right, Jim, thank you.