Jim's Comments BEFORE the interview:         All right, what do you do when you have a company with excellent fundamentals that has just been dogged by too much controversy? That's the question I'm asking about Herbalife Ltd. (HLF)...

We've liked this one-stop shop, direct sales, weight loss stock for a long time. I first recommended it on May 15th - a year ago - when the stock was at $39.39... And, ever since, it's been a complete rollercoaster. This one traded up to $51, before plummeting right back to where it started... $39...

Here's the conundrum...

HLF has been hit with controversy after controversy... You've got this Fraud Discovery Institute alleging that their products have enough lead in them, that they should trigger a warning for lead content... What is it? Mattel toys?...

Back in April, their COO, Greg Probert, resigned, after it came out that he'd been lying about having an MBA... And then you've got the Spanish Ministry of Health citing suspicious cases of hepatic toxicity, presumably associated with consuming HLF's products...

And, of course, there's the endless stuff about any company that sells by multi-level marketing... meaning salespeople who sell to others, who are meant to sell to others still... You have those that insist that it's nothing more than a pyramid scheme... that only ends up with no more clients, and crumbles under its own weight...

These are the controversies... Next to them, we've got a company that has over-delivered on its promises made, even on the show... every single quarter. Back on May 1st, HLF reported that it crushed the Street's estimates, by 13 cents... Then it raised earnings-per-share guidance for the full year, from $3.25-$3.30 range, to $3.52-$3.57... one of the biggest beats that we've had on Mad Money...

That looks pretty fabulous to me, but all these negative allegations are hanging over the stock... maybe even hanging over the product... keeping the stock down.

Well, if you want purely results, the stock would be much higher...

But maybe this one has just become too toxic for us... Maybe, no matter how well it does, it's better to stay away... because of all the non-earnings related news that keeps dogging it.

On the other hand, all this negative buzz... it could end up being meaningless...

I don't know... That's why I'm so happy to have Michael Johnson, the CEO of Herbalife Ltd. (HLF), back on the show... fourth time, never ducks... to help us figure out what's really going on with this company...

What do we do, Mr. Johnson?... What do we do?...