reported a very good quarter, the stock exploded to the upside. when bed bath & beyond also reported a very good quarter, it got clobbered. paychex, it said nothing good whatever about the employment rolls and that trumped pretty much everything else. so it's time to admit a bit of a bullish defeat. it's time to admit that the negative scenario that i laid out last friday is now playing out, which means we have to get a little bit more defensive here. that's what i'm doing from my charitable trust all day you can follow it all day at action alerts plus.com. i've been taking profits in some those big industrial stocks that i told you to do on friday if you saw this pattern. i've been going into more defensive names as i told you to do in the game plan because of this pattern and it's because

the market ended up liking generals mills and despising both bed, bath and paychex. in other words we have to be a tad more cautious. because the game plan said that if the market, as judged by the collective reaction from the news from these companies, chooses defense over offense, if it chooses the safety stocks over the aggressive ones, then we have to pull in if not bite our horns, just to show you what a classy guy -- i went to harvard. ugh. and then for the momwe pull on our horns and pause in our land of the 10,000 bull dances. ba-ba-ba-bum. i was trying to cue the staff and the staff's real good and i'm not. the stocks are making sense. letta out in the postproduction. the stocks are making sense and even if we don't like what they're say, i regard myself as kind of a stock whisperer is kind of like a horse whisperer when you more profitable and i'm telling you the game plan must be obeyed. not not-just that the stocks are saying that we need to be more negative either. we got bad number, those macro numbers. these existing home sales came out today 'they were

disappointing. challenge my positive thesis. we need to see the numbers to continue to improvement, they didn't. oil got clocked all week. that shows us the world wide economy isn't strong enough. it's -- it is deflationary. and it helps us prove the defensive thesis. my old friend dr. copper, the red medal that goes into pretty much all construction, has been getting crushed this week. that's the macro data, that's the stocks talking, but let me give you the real whisper that i think about. let me give you the most worrisome sign of all. i heard someone say on tv yesterday that dow 10,000 was a forgone conclusion. admittedly that's when we were running very close to dow 10,000, but i wanted to reach for the sell button to say nothing of the moot button the moment i heard it. that, plus the immediate reversal in the market right after that dow 10,000 call was uttered, made me think, wait a second. don't ignore the game plan that you laid out on "mad money on" on friday.

we have to do it, which is why i told you last night that i'm expecting a 3%, 5% decline in the market and sticking by that production, which is again, a follow-up of the game plan. dow down 9,000 is a more forgone conclusion now than dow 10,000. so why say anything good about stocks? why come out and ever talk about stocks if i feel like we're in for a pullback especial low when i'm cutting back on industrial exposure in my own charitable trust because i'm a believer in broader themes that we can fall back on as the market goes down. themes that don't wilt with the economy. themes that give you a place to buy, once we're down 3%, 5%. i always leave room it buy on the way down. i wouldn't start to go down three. i always buy in increments so you have some left if we're down five or if it goes down seven. most important i always have a shopping list ready for when stocks go lower. as i said on the game plan on friday and reiterated last night, one theme they don't care about any near-term geirations. i didn't know what research in motion would report but i didn't care. like apple.

sure enough rimm disappointed tonight. you're getting your chance to bate best smartphone at rimm reduced prices and another chance to buy at&t. comscope. because of rimm's decline. as i said about this mobile internet thesis i'm a believer and i couldn't leave these stocks if i tried which by the way is the monk's first corollary. the other longterm thesis is aerospace and last week's game planner i said if obscured aircraft maintenance forecast companies said good things, a good idea to use any market weakness which again is what we're having to pick up aerospace names like boeing. arr said good things and boeing's coming in. more for a 3% yield i think it's worth snagging and the defensive stocks that we like, eat, drink or medicate yourself with or of

course legally smoke. you don't have to think much further than procter & gamble when you are trying to figure out how to get more defensive which is i why i own it at my charity trust. and looking at kimberly clarke. benefits from the reversal in the dollar. i think that it will stay weak and cheap natural gas but the most important takeaway for you home gamers here. is a game plan arrived out on friday and i do one on every friday. ahead of a week that certain milestones that are embeded that could trigger in your stance how much short term cannot be rationalized in the heat of the battle. that's why we make the game plan. that's why it's so important to know what you'll do in f any bad

events occur. so they don't overtake you, blind you, stun you to be a stock market victim. of course, this is rule number 25 in my book that's not even out yet. getting back to even. available in book stores andth. you have to know what caused your mind about the market before it happens. otherwise you are just going to make excuses for sticking to your same view. we can't do that no matter how wrong it is we can't stick with it. the game plan says, sell. the bottom line, we're staying defensive until proven otherwise. tomorrow night i will lay out a game lan for next week so we'll know ahead of time what could cause us to change and make us more upbeat but for now we're in the midst of the 3%, 5% sell-off, aided by the rimm bad number tonight, and don't forget about this market's longer term positives while you're watching it come down. we're going to start the calls with kurt from california. kurt? >> caller: hey, jim, this is kurt. and you might not want it, but here it is. 102 degrees. three hours sitting in traffic in southern california. boo-yah.

>> wow. what an aggravation boo-yah. that may be the most aggravated that could be a road rage boo-yah. not road rules but a road rage boo kbrap. >> caller: it might be. "real money" and thank you what you do. it's an honor to be on the program. >> it's an honor to have you. in paperback sold only 483 copies this week but i don't count. okay, go ahead. >> caller: all right. many relate to these drop in the markets, do drop in oil price, crude oil. however i believe it's part of a natural -- it was bound to happen before the market turns towards the upside again in early 2010. excluding the energy sector why would a dplop crude oil negatively impact stocks? wouldn't it drop in crude oil stimulate the economy, lower prices, equal reduce local operating costs? thank you. >> kurt, kurt, you raise a logical question. you're begging for rationality in a market that's irrational at times. this market is saying that when oil comes down the economy's too weak. you and i are in agreement. oil comes down, it's antiinflationary and it's bullish for the american consumer and it reduces the tax but we must obey mr. market. he says right now, short term, we have to go down if oil's not strong enough.

so, why? because kurt does ultimately have horse sense and also road rage, when it goetz 2010, we can start being more positive. hopefully it comes down enough that we can be more positive before 2010, though. we y don't we go clear across country. why don't we go to bob in new york. bob? >> caller: boo-yah, jim. thank you for taking my call. >> my pleasure. bob is that long island? >> caller: southampton. >> there you go. what's up? >> caller: we've been watching qualcomm make lower highs and lower lows since july. >> right. >> caller: we ran a regression analysis. one-year time period the future looks great but if you run it for a longer period of time it looks like this stock is going to move sideways as well into the future. what is your take. >> bob, you're regressing if you're using regression analysis. as i told my previous caller kurt from his road rage situation developing in southern california, we do not want to put that kind of rationality to a market with animal spirits. call com, which i own in my charitable trust, has the best 4g platform. it's best stock they feel about in 2010 and although i feel shaky about it right now because

it had such a big move. so i'm in the disagreement with bob. i'm in agreement with kurt over -- but over the long term, scurt anything to rock. all right, stay -- oh, my, it's the land of 10,000 bull dances. ♪ i'm a phony baloanee no i'm not phony. stay offensive until proven otherwise. you have to know what can change your mind before the market -- before it happens. that's why we do the game plan and cut out that part that i had earlier that i said was a plic take. so stick with cramer. coming up in this dangerous age of atms of mass destruction, jim helps you stay safe by sentencing three of them to the sell block. still ahead, try to keep up with cramer as he takes your calls rapid fire in an all-new lightning round. and later, cramer's been stumped. you put him to the test and jim's done his homework. now the wizard of wall street has your results.

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on this show, and this show only, we are running a nonstop jihad against tox ime.t.s.s, approved by our securities and exchange commission that don't do what most investors think they do. i'm talking about poisonous financial products that could blow up in your face because they're designed badly and some of the major firms are starting to ban trading them. or how about an oven that you knew could burn your whole house down or heaven forbid toys that may give your kids lead poisoning you could bet that the media would get whipped into a frenzy and all kinds of consumers advocates would demand

that the product be recalled, probably acorn. even if they come with disclaimers to tell you they don't work like they do. disclaimers of course that no one reads or knows about. maybe you want a different religious metaphor. call me a crusaders for the nonproliferation of mass destruction. remember, listen to my lingo. i'm not saying i don't work the way they're supposed to. i'm saying they don't work the way that you think they do. these are ones that could lose you a lot of money for reasons that are totally unrelated to what you actually think you're betting on. and that's why i was so thrilled that my colleague don diane at the street dwrm i am chairman had written a series of articles of what he saw the ten most dangerous ets. perfect for "the sell block." don is the kind of watch dog that you and i need. promoted safe and approved by the s.e.c., i think they should really be bannings darn things and the federal reserve should get involved because they circumvent the margin rules. tonight for your protection i'm putting the three. in the maximum security ring in the "sell block." no possibility of parole. i would like to use cruel and

unusual punishment against them. eighth amendment get in the way. by the way another way to junk the whole bill of rights with the obvious, amendment number two. what does don to be the considered most dangerous etf? go back, count ways backwards. i couldn't agree more. the direction daily financial bull 3x shares, you might know it as the symbol because it's most actively traded the most of the days. the xaf and the direction daily financial bear 3x shares the obverse and the f, a, z. the direction daily financial bull 3x shares, you might know it as the symbol because it's most actively traded the most of the days. the xaf and the direction daily financial bear 3x shares the obverse and the f, a, z. you know i hate etfs that give

you double the buying or selling firepower for every dollar that you put down. i spent months going after the skf which i think allowed unscrupulous market players to short to financials with double of firepower of an ordinary sell. i think they probably cost you and me bengals of tax dollars. well, the fas and the faz from direction are even worse, according to don, because they give you triple the firepower. the first to buy, second to short. the problem with these triple leverage funds, either alongside like the fas or the short side like the fa where is the same. you may think that the fas is letting you longer term on the financials because of lots of leverage and the faz let's you bet against them with lots of leverage. that would seem to be good, right? either the financials go up and you make money in the fas or they go down and you make money in the faz. isn't that how it works? no, not at all. the way i see it, these products are designed solely for day traders. not for you and me.

if you hold on to them for longer than that, you could lose long. these funds are designed to give you triple the return of underlying index but only on a daily basis. at the end of every day the fas and the fav, like all of other double and triple-leverage funds reset. which means every day you start from scratch. the more underlying the indexes is the more it eats into your return. the prices for both of these funds were down so much even the financials have been one of the leaders of this market that they both had to do a reverse split. that's how a triple long funded and a triple short fund in the same sector can both stink and it's why the fas and the faz plonin the "sell block." consider them on stocks. do the arithmetic. do you not get back to even that way. getting back to even, it sounds like a good book title. that's what constantly wpz these etfs. second most dangerous etfs in don's book? let's reiterate it. people are trading it like there's no tomorrow. a warning from don, about the united states natural gas funds fund. it's called the umg.

even as natural gas prices have rebounded hard in the seven-week rally that we called a dram dramatic rally the ungs done nothing, basically nothing. i think that you could do much better in the actual stocks they recommended. xto, anadarko, apache, lynn that big yield. we heard from mary garber yesterday. has two problems. one it doesn't buy natural gas. seems like, it right? it buys natural gas futures contracts and that means the finesance has to roll these every month. selling the old ones. buying the new ones and when prices for natural gas in the future are higher know that the current price like they are now and then the ung will lose you money every month, every month, every month. second problem don warned us about two weeks ago is the ung stopped creating new shares. caused it to trade it as a massive premium to the net asset value of the futures. something that you knew would go away once it started to create shares again and that's why the etf missed out on that ral low. why you should not go near this thing especially since the new shares are coming, starting on monday.

what i would do of course is ban this if i were the s.e.c. but i'm not the soc -- the s.e.c. real mouth, full. it's a power share. it's the power shares db, crude oil, double short etn. and the symbol here is dto, dave, tom, over. like should be over. this one's what's called an exchange-traded note -- how did they come up with this garbage? it works -- it's like an etf only it works like a bond, not a stock. which means it's exposed to the credit risk of the company that issued it, invesco. that's probably just the tip of the iceberg. that's the first problem. you can't hold it for more than one day or volatility will start eating into your returns. or making your losses into bigger losses. but i think it has additional problems, too. the fund tracks a basket of futures contracts to bet against oil prices and it's got a big target pain on the back of its

head by the regulators. so the regulators might decide to increase position limits or impose restrictions on the number of future contracts. a fund can own. and now it really damage you if you own the dto and fin rod, the securities regulator, already said it's going to impose additional margin requirements on december 1st. another regulate or risk for the dto. what's the most worrisome issue here? >> i think it is the fund's pedigree. when the dto was first released. it was the dxo. earlier this month the dxo was shut down by its managers because it became so big it bumped up against regulate or limitations. when one. that pair goes down i start to worry about the other half the dto. i know these are all a mouthful but traded so actively, some brokerage firms, it's up to 35%. of their volume are the thanks i'm talking about. i'm not kidding that's why i'm warning you. the bottom line, a lot of bad etfs out there, toxic financial products that could blow up in your face but thanks to the great work of don.

i'm not kidding. we know the worst, and we're putting them in the "sell block." fas, faz, ung and the most dangerous etf in the world the dto. roger in the sunshine state. roger? >> caller: boo-yah, jim. a ft. myers beach, sunny boo-yah to you. and thank you for all you do. >> thank you. and let me give you i hope real estate numbers bottom. i think they did. what's in your mind? >> caller: i want to know whether the lack of regulation on the etfs will give them an unfair advantage over ordinary investors, that's home gamers and is this similar? and can this lead to another collapse? >> my first eric who happened to be a form managing director of goldman sachs was in the derivative department for 17 years, he would tell you absolutely. absolutely it is an uneven playing field that the s.e.c. under christopher cox created instruments that gives some people an unfair advantage over others and you are spot on, roger, and thank you for bringing to the attention. maybe the s.e.c.'s listening. this is a pressing problem and

they're spending all of their time worrying about dark pool. let's stay with florida. go to adam in florida. adam? >> caller: jim, boo-yah. my question today is on the xlf. with the financial institutions and the government t.a.r.p. rescue program. i'm looking at the xlf. to play the move in the banking industry. my strategy was to look at it buying a march 2010, $15 straddle on xlf/dtf. what is your opinion. >> you have a lot of premium. i have to tell you you remember i am a financial guy. i prefer to own individual banks that i like and short individual banks that i don't. i'm not an xlf guy. i would not go that way. i would pick the best and own them. i'm going to do that next week for the real estate investment trust. i'm going to talk about the best and the worst and how it's better than using the etf but if you want to use the etf and go short the banks you don't like that's different but i would not just thus combination play. you're going to -- spend way too much money on that. go to jeremy in kansas.

jeremy? >> caller: hi, jim. how are you? >> fine, jeremy, how about you? >> caller: i'm doing very well. >> getting ready for some big 12 action this weekend? >> caller: absolutely. >> you bet. >> caller: go jayhawk. >> yes. >> caller: jim, my adviser to diversify my portfolio in mutual funds and etfs and utilized large and mid small companies. fixed income and international. my question, jim, is this a good way to grow and protect my portfolio for the long term and reduce current volatility? also, is this as efficient as using individual equities. >> no you're a mooch fund of mutual funds and the whole idea is a mutual fund itself is the diversification. your financial adviser's probably doing the right thing. i was a financial adviser. a lot of great ones.

that's not my preference. i prefer to use a mutual fund, not multiple mutual funds. that's why you're a mutual fund. that's what i do for my daughters. i don't need a whole bunch of them. anyway, that's my own view, okay? a lot of good questions. a lot of good serious questions in drill down here. i want you to watch out for the britney spears toxics etfs. the don they described. it's fas. everyone knows them by the symbols. the fas, the faz, the ung and the dto -- these are financial, natural gas, oil. guys, they don't do what you think they do. stop playing with them. they're just going to hurt you. after the break i will try to save you even more money. coming up, how do your stocks stack up in a mystifying market? cramer makes sure your portfolio makes the grade on "am i diversified?" and later, and you handle the heat? cramer gets you fired up for a searing hot "lightning round." still ahead, cramer's been stumped.

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when i tell you you should own a stock, that doesn't mean that you should throw all of your money in that one stock? not here. diversification is the only free lunch. that's why we play "am i diversified" every week. where you call me. you tell me your top five holdings. i tell you if your portfolio is diversified enough. why don't we start with aust nin indiana. austin, you're our first caller. >> caller: jim, all right. how about a big boo-yah for missing class? >> no, i can't do that. i was perfect attendance. i had perfect attend france kindergarten to 12 grade. >> caller: basically, i'm 19 years old. i have pretty minimal experience but i want to know if i am diversified. >> okay. >> caller: i have baxter international, bax. microsoft. children's place, the retailer. plc. i have target corporation.

and bank of america, bac. >> first of all, austin's a young guy getting started, i just made a joke about missing class. you know people miss class. that's okay. miss the class to be on the show, this show is more important than the class but he did something that was very interesting when he said it. what he said is i have children's place the retailer and what i was braying he dold is when he mentioned target next he would say i have target the retailer. and then he would be identifying that he has a pair and we would know that he has two retailers which is not diversified. so we got that problem right there. otherwise, how are we doing? we've got a bank they own on actionalertsplus.com. bank of america. all coming in right now. that's okay. we have microsoft, the giant software company. we have baxter which an absolutely terrific medical company. so we've got a software, medical, a bank and two retailers. obviously have to throw one retailer back. we will throw children's place back into the mix and we're going to pick up, let's see, what could we use?

get a defensive in there. why don't get a general mills. okay a little general mills. so we have a little bit up and downess which is also known as volatility. why don't we go next to sydney who is in -- our third florida player. sydney? >> caller: detective cramer, this is your new best friend trashing calling from sunny, sunny and prosperous beach florida. down the road from the number one sighting of the florida gators. >> i have to tell you i do love the gators. i don't mean to get into the waive my friends who are 'noles fans, absolutely not or 'canes friends. my daughter goes to the university of florida. that's all she wrote. >> caller: beautiful. you're considered royalty down here. it shows all of the effort that you put into your show. it's terrific. >> i was looking for my crown. i don't see it here. because you know i feel like -- now i feel totally anointed. thank you very much.

how can i help? >> caller: i need to be diversified. i need a little guidance. >> all right igot the guidance. sydney came. has come to the right place. >> caller: my stocks are cop. >> conoco. >> caller: bdx. >> becton dickinson. >> caller: ge, pepsi and merck. >> take a look at these. very interesting. okay? because you have a little twist here. obviously, pepsico, that's ingenuity. i own it on my charitable trust. i think pepsi's perfect. conocophillips, nice yield stock will come in because oil's coming in. more of a natural gas play these days. bectin dininson. i do own stock and ge is part my contract and merck, so what do we got? we have a soft drink company. we have an oil company. we have a diversified in industrial and then look at this grouping here. medical device and drug. they trade together. maybe you don't think they should but they trade together so we're going to do a swap here. we're going to sell merck because i'm not crazy about that merger.

it's too much dilution. and we're going to pick up a -- why don't we do this, pick up bank of america. we mentioned that earlier, we like that stock that's going to come in a little, i think that's a good idea. or a tech. a tsunami tech situation. now lets go to lynn oh in the state of flux, illinois. lyn. >> caller: good afternoon, jim. boo ya, to you. >> i like that. because for a second there i was thinking 122 points. it's inconceivable that the bears could lose by that much. >> caller: no it isn't. >> right. whoa. wow. okay. admission. how about an urlacher boo-yah.

>> caller: there you go. i need your help. >> okay. >> caller: i recently took over a couple of 401(k)s from past employers managing myself with your help. >> thank you. >> caller: and i want to see if i am diverse. >> let's check it out. >> caller: my five holdings are. b & g foods. johnson & johnson. lynn energy. line. >> michael lynne. >> caller: plains all american. paa. and transcanada. trp. and what i'm looking for in this particular portfolio is more growth through steady dividend payment and stuff. so a little different but -- >> but you know, lynn, this is a tough situation. you are building a high-yielding portfolio but there's too many stocks in a tricky segment that yield can't protect you on so let's go over these. j&j, one of the greatest companies in america, diversified pharmaceutical company. b & g, just did that stock

offings. got that healthy dividend. pickle company. we had the ceo on. i thought the stock is good because the dividend's safe there. lynn energy has a dynamite dividend. i lunched with michael lynne recently and i feel really, really good. i feel really, really good about the situation there. plains american and transcanada, well, wait a second. they have too much intersection. i mean especially because you have lynne. and although you want that i would much peryou have another dividend stocks. remember you buy in kimberly-clarke if you want yield. you do have to make some changes. i still applaud what you are trying to do but it's not going to work on "am i diversified?" stay with cramer. coming up, lightning strikes. cramer goes electric taking all of your calls in a spine-chilling, overcharged lightning round. still ahead, cramer's been stumped. you put him to the test, and jim's done his homework. now the wizard of wall street has your results.

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it is time, it is time for the "lightning round" on cramer's "mad money." rapid calls right after the other. you hear this sound and then the "lightning round" is over. you are ready, skee-daddy? it is time for the "lightning round" on cramer's "mad money." tanya in georgia. tanya? >> caller: hey, jim. boo-yah and eagles. >> go get, 'em. auburn. we like auburn. focus for me because they've got the best record clrp that's right. that. >> that's right. people are being surprised, they

shouldn't be. >> caller: keep it that way. >> yeah, monte kiffin, ugm. >> caller: that's right. my stock is -- question is clearwire. clwr. >> you're a bit like a gun slinger. you don't want to go with clearwire, why? i have so many companies in the internet tsunami. let's buy some at&t. that's safe. got a good yield. remember research in motion, after-hours very bad. so a chance to go buy some apple. i like them all more than clearwater which is speculator. kevin? >> caller: jim iwant to give you a big boo ya from the racing capital of the world and i'm one of your biggest fans. race car driver. >> are you serious? >> caller: i'm a big fan of yours. >> well, thank you very much. wow! hey, that's really cool.

come ork that's cool. i looked in the camera and i saw. what's up? >> caller: you remembered bulkan material back in july and 43 igot in at 41. it's ran up to 60. it's fallen back to 44. what's your recommend sniegsz kevin, you have horse stones make that 41 to 48 trade and i congratulate you and that's called real "mad money." why do i want it to come in? because it's been such a red hot company without the earnings going up. cannot take our chance at 53. i had my eye at 46, 47 to pull the trigger then or otherwise say you know what, we missed it. but you didn't. because you've got horse sense. joseph in pennsylvania. joseph? clrp ba, ba, boo-yah jim from the university of scranton. >> from the university of? >> caller: scranton. >> of scranton? holy cow, man, good to have you on the show. what's up? >> caller: it's a pleasure to speak to you, jim.

>> you know that they only it's office isn't made in scranton, you know? >> caller: yeah, i know, i know, they're fakers. they're fakers. >> i know. go ahead. >> caller: my stock's american axle, axl. >> oh, man, we had delphi the other day and now american axle. these are so speculative i am going to send you to the ford preferred. if you want to get automotive i'm giving you ford preferred. not american axle. >> sell, sell, sell. >> let's go to tammy in new york. tammy? >> caller: hi, jim. how are you? >> not bad, tammy. how are you? >> caller: i'm doing well, can't complain. >> good deal. >> caller: i have a question about two stocks. one was live mason. my girlfriend recommended it to me and used with the return that i've gotten thus far but i wanted to know how much upside. >> no, no, i want you to take profits. tell you something that's a situation that's a ticket company. a very -- it's had a nice move. i just don't see how it goes any higher. i want you to get out of that. you made a gain. let's go home with that gain. going home with that gain. going to beau in texas. beau? >> caller: a big, big boo-yah, jimbo.

a big houston, texas, boo-yah. >> i like texas. >> caller: a stock that's become relatively flat the last three months. it doesn't have legs and have an exit price on slm. >> slm, i think it goes to. tammy managed to cash in. i called the speculative stock the year. they did not have a great quarter. i was tempted to say that's enough. let's stay with it but not enough room to buy. no, come on, come on, man, i'm all fired up. obviously, i'm dancing here. i got these new rockport, they're really good. watson in florida. watson? >> caller: yes, jim, miami. you've got a wonderful and very helpful television show. >> oh, 'cane, boo-yah. >> caller: boo-yah, yes. >> excellent. >> caller: i bought coca-cola a year ago and i'm still down five points. >> no, no, no, no, no. you are only down a couple. traded it as high as 55. here's what i want you to do, i want you to buy more coke. that company's en fuego. don't forget they got vitamin water my friend.

buddy pal 50 cents sold vitamin water. i think that coke is terrific and i like pepsi even more but only because pepsi hasn't moved as much as coke. one more, anthony in california. anthony? >> caller: hey, jim? a san francisco 49er a bay area boo-yah. >> frank gore boo-yah. go ahead. >> caller: i was wondering about the stock that i've had for some time, oracle. orcl. >> oracle's flat liner here, just an okay quarter. nothing to write home. time to make a switch. closes one day and look at that but oracle, no longer is oracle the oracle. sales force.com is the oracle. insider selling. is that really it? i'm looking at regina, my executive producer. she's on maternity leave and suddenly she tells me that's it. she's going this to me. all right, no, i'm going like it to me. "the lightning round" is over.

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on monday night's "lightning round" i got hit with two questions i could not answer. you know where i drown myself, that's right. was trumped not once but twice with a pair of stock i was not familiar with. neil from new york asked about fab row technology. i thought he was talking about fab row and my rolling iron man. andrew from new york hit me with nve corp. nvec. when you stump the cramer and sending him to mope on this dirty linoleum floor with a bottle of cheap scotch and he also goes back and does research and gives you answers which i

want to do for both of these new yorkers. dft, which is kind of, really failure, a similar vein as the holy roman empire, it's neither related to dupont or a tech stock. it's a real estate investment trust. a reit. one that owns data-center property and leases them out to google, microsoft and facebook. and so far as tiny reitsa i'm not familiar with it looks like pretty good. 90% of its business is from investment-grade clients with triple-net leases. they're going to stay. company leasing the property pays the rent. now, this one, it hit a rough patch in late 2008. it had trouble with financing. since then, the stock market has recovered. they've pushed back their debt. the following story could be interesting. we know technology companies will keep meeting in data centers. this could be an ultra stealth ultra internet play. i immediate to get more clarity

on the dividend situation before i can recommend it. i would rather own a nice commercial real estate trust with the solid di dendz. i know the ceo has a close watch of the show. if you, meaning home gamers, are really interested in sending us a lot of e-mail to follow-up on what is i think a very small situation. how about the nve corp.? this one is really interesting. this is a tiny little tech company. $265 million market cap. got dinged for over three points. fascinating, but it's extremely speck lavsh. nvec has a patented and unproven memory chip technology called m ram. their main technology may be unproven, but it's a real company. clean balance sheet. no doubt. $41 million in cash. it has been transitioning from a company that mainly dpot its money from rnd contracts to one with real product sales. last quarter to% came from rnd. electric tonk sensors, couplers, other tiny electronic devices.

sales up 41%. net income up 54. now, that isn't expensive when considered long-term growth rates. a lot of hedge funds with pass at 24 for that. really darned interesting. let's call this incredibly speck lavsh, but it has game-changing technology if it's err prooun. big appetite for risk. go do union homework. really small stock. we talked about the ipo of battery maker a123 or a-1 for all you home gamers. this prices at $13.50 a share. that's where i told you to be reasonable and for you to get in and get in your maximum. if you have in the ipo, the price is right. it's now up 50% to $20.29, and the first day of trading. i think you would be a pig not to ring the register. i say you should pay no more than 19 for a1 is 23. now it's above that.

i want you to take a1 off the table. don't be greedy. it's time to ring the register and bring home the a1 and stay with cramer. ( whooshing )

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>> we're staying defensive. let's reiterate. research in motion is a causative factor. we want to buy mobile internet when we're down that much. not before then. avoid those crazy etfs. i would like to say there's always a bull market somewhere. please don't give up hope after a couple of bad days. i promised to fiend it for you on "mad money." stay the fences, and i'll see you tomorrow. >> you were one of the first people who spoke about the uptick rule. >> crew taid said to bring back

honest short selling. the s.e.c. talked these stocks into a virtual free fire zone. >> i have to see that in the types of environments we've seen more recently, it had been, in effect, it might have had some benefit. >> i rest my case. this is humiliating. stand still so we can get an accurate reading. okay...um...eighteen pounds and a smidge. a smidge? y'know, there's really no need to weigh packages under 70 pounds. with priority mail flat rate boxes from the postal service, if it fits, it ships anywhere in the country for a low flat rate. cool. you know this scale is off by a good 7, 8 pounds. maybe five. priority mail flat rate boxes only from the postal service. a simpler way to ship.

live from the end zone marketsite this is "fast money." i'm mellesa lee. bears taking over day two in this rally in the ninth inning or have traders got the answer in plus will collapse? joe's got an energy trade p that's still working but first get our big after-hours' story, rim, sliding about a 9% after-hours. we're also watching another big tech story that's crossed within the past ten years and that is guidance from hewlett-packard. 2010 eps, saying nongap is 420 to 430. the estimate was 425. smack-dab in the middle and on the revenues $117, $118 billion. rim is the big mover there and so let's go straight toward silicon valley bureau chief jim goldman for the latest on research in motion. jim, what is taking the stock down? >> reporter: yeah you know this disappointing on so many levels as far as rim is concerned. but let's keep some perspectnif mind here because just about any other hardware company doing business today would kill for nease numbers. the company did beat on the

bottom line. ask that $1.03 a share that we've been reporting versus the dollar expectation but revenue was a little lighter than expected. versus the $3.6 billion that wall street was looking for but looking at the key metrics here, the new subscribers and the shipments of units during the quarter also both lighter than expected. 3.8 million new subscribers and just about 8.3 million blackberries shipped. those are lighter than expected. gross margins were stronger than expected but if you look at guidance going into this company's third quarter and that is also a little disappointing. both on the eps, the revenue, the new subscribers, and unit shipped. all of that said, you wonder if rim is being conservative about its outlook because of the release date of some of its key products in the pipeline. or whether there's some softness in the marketplace that maybe folks weren't anticipating. that's going to come up on the conference call. the other thing to consider, we're watching a bunch of other ar