and -- another time was the trade deficit. another time it was the producer price index. uh-uh. none of those matter now. now it's jobless claims and jobs. that's all we're focused on. these are the rosetta stones of this market. yesterday we heard that last week's figure for job loss was 530,000. and while that was down 21,000 from the previous week, it was still disappointing. so what are we looking for? trying to find some historical background here. i went back to december of 2007, when the economy was getting worse but we weren't cratering, so it was still better than we got to, claims had been building and job creation had just begun to grind to a halt. in the week that ended december 15th, 2007 the jobless claims figure was 346,000. that's our new benchmark. we need to see claims below 400,000, getting close to that number. at the very least before anywhere near the promised land that's going to make me more bullish. that's what we have to get back

to. and we're more than 100,000 from that now. so far the slow decline in jobless claims tells me even as things are getting better many sectors are feeling the pain. we need to see these job declines decline. much faster. and if they don't, difficult to have a rosy view about the rebound. now, as important as claims are on thursday, the big daddy, the real deal will be friday's jobs number. the monster of the midway of numbers. expectation here is for jobs to be down 180,000 for september. we did a lot of checking around the street. that's the average that we came up with. so we have to beat 180,000. we've just got to have more jobs -- less jobs lost, so to speak. i'm not going to be more positive on the industrials until we top that number. and here for percentage terms that people ought to know we've got to get back under 9.5 unemployment, put some distance between us and that hard 10%

level that triggers some real bad credit problems for the consumer, cross every line, mortgages, credit card, cars. what else are we looking for next week? on tuesday we can gauge the strength of the consumer through two very important companies that are reporting. household names. we're just using household names this week. we have nike. okay? nike reports. and we have darden. both of these companies -- nike you know. you might not know the name darden but that's red lobster and olive garden. these two are like a physical. they tell us all about the health of the consumer. first with nike the key metric we use here is something called futures orders. what does that mean? nike uses a futures ordering program that allows retailers to order product five to six months in advance of delivery. and these numbers, while not exact, tend to predict actual sales. we don't want nike earnings. we're not focused on that. we're focused on futures. the street expects futures orders to be down 5%. that's on a constant currency basis. and that's very tough compares.

you see, because last year we had the beijing olympics and the 2008 euro cup. and we also have a less favorable exchange rate. so we're going to have to get more negative about the health of the consumer if we see bad futures numbers from nike. obviously, goldman's making us more bullish. how about darden? the other difficult part because it's really a nationwide consumer number. here we'll be looking at the same-store sales for red lobster, olive garden, and higher-end capital grill. the average prediction is for the same-store sales to decline by 2.95% for darden. that's ugly. and that would encompass a 2% decline at olive garden and a 4% decline at red lobster. as i didn't get to olive garden last month to gorge on the unlimited salad bowl and stuff those great rolls into my brione suit pockets, those italian suits can handle up to 12 rolls before it becomes obvious, i know i didn't do my part to send the o.g. into positive territory. also on tuesday we have jabil circuit. okay?

now, jabil circuit is a contract manufacturing company. i talked about them last week, and what we said in the "off the charts" segment was where i recommended flextronics, that was the best of breed. these companies do outsource manufacturing forts big business that's design and sell all kinds of tech goodies including personal computers. we may have a collateral damage play. if jabil disappoints, it could bring down flex, and i would be a buyer of flex. what number does jabil need to do? 8 cents a share on sales of 2.65 billion. watch it, and then watch what happens to flextronics in case jabil disappoints. what else should you be doing? we saw a couple of stocks just get annihilated today. ups, csx, fed ex. and when those big transports are weak i want to dive head first into defensives, and again there i'm speaking of pepsi and procter & gamble, both of which my charitable trust, actionalertsplus.com owns.

i need less fright plays and more fight plays before i get bullish. and while we're looking for that bull market among defensives, i like to look at abbott labs, another charitable trust name. yesterday the "financial times" broke the story that abbott made a 6 to 7 billion-dollar bid for a big european company called solvay pharmaceutical business. that's something i would like to see as early as monday. we need to see abbott buy that business. okay? it would be really positive. solvay has nine drugs in predevelopment. it would bulk up the company's pipeline. also numyra, a big rheumatoid arthritis drug. we need merger mondays, we need to see this deal, we need it to continue even on yom kippur mondays. we're also watching for a sign that first-time home buyer's tax credit gets extended. very important because a lot of investors are worried about a double dip in housing. not me, but others are worried

once the tax credit goes away. goldman sachs came out yesterday and said there's a greater than 50% chance we keep that $8,000 first-time home buyer credit. if the government decides to extend the credit that would make us more bullish. right now you only get the credit if you have the contract by november. so it's pretty much game over unless the government says something next week. finally, wednesday is the end of september. so we expect to see window dressing. that's a window. yeah, trust me. as money managers take up the stocks they already own in order to juice the third quarter performance. which is why i think that would be the first good day to buy of the whole week. the first good day to buy is tuesday. i've been saying stay away from this market entirely. the mark-ups don't come on the last day of the market, but the day before it. because the fed's watching for, yes, illicit activity. our game plan next week is to stay defensive with the likes of pepsi, procter & gamble, generous mills. unless we get

better-than-expected jobless claims on thursday or better-than-expected jobs number on friday. remember, jobs are the rosetta stone of this market. they control just about everything. and if they're better than we think, then we're going to get more bullish. don't forget to watch darden and nike on tuesday, both of which will tell us about the health of the consumer. keep your eyes peeled for an extension of the first-time home buyer's credit sometime next week. oh, and the abbott deal, well, talk about setting the strong tone. it could give us a bullish backdrop to blunt the kodiak who came a-calling in the nasty week that just ended. why don't we start the calls? why don't we go to dennis in illinois? dennis. >> caller: hey, jim, how are you? >> not bad, dennis, thank you for having. how are you? >> caller: good. >> good. >> caller: a boo-yah for your thoughts. >> it's on your way. i'll give you a chicago boo-yah or perhaps -- i'll give you a southern illinois boo-yah. i always like carbondale. >> caller: all right. my question is with the current high unemployment rate forcing many workers to find flexible job training, what do you think

of for-profit schools like devry? >> i am uncertain about them. if the economy gets better, then people will not go to those. they'll join the workforce. so a lot of people have been taking profits in those stocks. right here right now. so i am unsure. even as recently as nine months ago i would have told you to buy apei. that is my favorite. right now i'm on the fence in those groups. they're going to become a battleground. and if you're going to be in them, it is sparks' first law, better go get your armor. how about josh in ohio? >> caller: boo-yah from the buckeye state. >> holy cow, man, osu. really unbelievable number of people watched that osu game last week. what's up? >> caller: i'm telling you, they're the best. >> yes. >> caller: first of all, i just want to say thank you for all you do to help us small guys try to stay in the game. i really do appreciate it. >> thank you. and i do. my buckeye friend and i always do.

>> caller: awesome. hey, the last few days have been a bad reminder of how fragile the market can be. my shares of alcoa and trinity by far have been the hardest hit out of my whole portfolio. without much money to invest, the commissions make it hard trading it in and out of stocks. given the recent news and pullback particularly with alcoa's earnings being less than two weeks away should i cut the losses and sit on the cash or should i -- >> you know, i'm not really worried about alcoa down here. i think its down side is a dollar from 13 to 12 on a bad quarter, up side is two. i like that risk-reward. trinity, we talked about that the other day. we've not seen the capital equipment spending this cycle yet that you would get from a union pacific or csx. trinity i'm more worried about as a retreat to 14 than i am thinking it's going back to 22. bad risk reward there. my game plan for next week, we've got to stay defensive, we've got to watch for the key jobs claims. jobs, jobs, jobs, jobs. and hey, listen, tax credit for homes, we've got to keep it.

abbott deal. but remember, stay focused on jobs and stay focused on "mad money." >> announcer: coming up, could thinking inside the box make you mad money? cramer goes straight to the source. with international paper company ceo john faraci on the "executive decision." plus, with massive amounts of twittering, tweeting and facebooking, the mobile internet tsunami is here to stay. cramer's dug deem to find you a brand new play that just might be right for your portfolio. and later, can you handle the heat? cramer gets you fired up for a searing hot lightning round. all coming up on "mad money."

even though the market's sliding lower we know the longer-term things in the economy are returning around. the poly and ethyl, they're all picking up, pvc piping, bricks, corrugated boxes. together they can tell you almost everything you need to know about the health of the real economy, where people actually make things. the best way to play the corrugated box angle, it's easy. it's international paper. here's a company that's totally reinvented itself, really turning things around. even after the credit markets almost crushed them and yes, made them cut their dividend. now international paper's fixing up its balance sheet and growing faster as the company's expanded aggressively into emerging markets. we know the container box business has improved. shipments down 9.6% year over year in august but utilization at 88% higher than the 83% average we've seen so far this year. and inventories were down to 2.3 million tons. 15-year low. with inventories down, prices

are stabilized. now, international paper's the largest container board manufacturer in the world and has about a third of the american box market. if prices start rising we could see an earnings explosion here. a $40 per ton price increase yields about a 68-cent increase to i.p. annual earnings. gigantic swing. especially considering the street expects only 83 cents a share in 2010. they've been on a roll when it comes to cutting costs, fantastic at its margins. less than 14.9% in pkg and temple inland but much better than two quarters ago when i.p.'s margins were 5.9% versus 12.7% for its peers. and is on track to save about 500 million thanks to its acquisition of weyerhaeuser's packaging business. at the same time the balance sheet's getting a total face-lift. i.p. reduced debt by 1.9 billion. it now only has 700 million of loans coming due through 2012, putting the business in a much better place. this is a real turnaround story.

and there has been a gigantic move off the bottom. but don't take it from me. let's hear it from the source. john faraci, international paper ceo. mr. faraci, welcome to "mad money." >> thank you, jim. good to be there. >> first i want to congratulate you on this remake in what's absolutely most difficult time to remake a company when the credit markets were done. tell us how you were able to really beat last year's numbers when the economy was stronger last year. what did you do to this company to make it seem you did better when most companies are doing far worse than they did because last year's so strong? >> i think it's a little early for congratulations. we got out in front of the curve, jim, on this. frankly, we didn't see the economy getting better last spring. it wasn't getting worse at that point in time but we expected it to get worse and when it didn't we started taking aggressive actions on our cost structure because we knew that was the only thing we could control. and obviously when the economy really hit the wall in the fourth quarter we made a lot of decisions. you mentioned the one around the dividend, cut our capital spending and even got more

aggressive on cost. >> but mr. faraci, on page 6 of the conference call, which i always urge everyone to do, you talked about the progression here. they stabilized in march, probably the low point. april was better than march, may was better than april, since may, so june, july, and august, first part of september, it's been more or less the same. when you said that, did you mean it's been getting better more or less the same or it's been static for the last three months? >> it's been static for the last three months. >> really? so you've not seen a kind of pickup in the summer like some of the companies you deal with? >> no. and we're going to see it. if there's economic activity out there both on the durable side and non-durable side, consumer spending, advertising, because as you point out we're a short cycle business, we'll see it right it way. >> give me a little word on what you're doing right now with your debt. it seems like you're done, which made me think, but it wasn't clear from the conference call or the presentation at ubs where you actually stand on this dividend because it seemed like it was so binary, you're either going to pay a dollar or not. why not start slowly, maybe give

us 25 cents, give us a little something, because you have got a lot of cash coming. >> we do have a lot of cash coming but i don't think we're out of the woods or have sounded the all clear sign on how we see the economy. i'm no economist, but my view of 2010, i hope it's going to be better but we've got to see that before we start thinking about things like restoring the dividend, and we've also got more debt we want to repay. >> okay. kent powell, who's the ceo of general mills, came on about a year ago and said listen, we've got some really bad hedges on. didn't call them bad. i described them as bad. but they came off and he had an earnings explosion. i saw the way you hedged natural gas, but it wasn't clear from your presentation or your quarter exactly when the hedge comes off and you might be able to get probably 50% lower natural gas prices, which i know is integral to your margins. when do your hedges come off and when can you take advantage of the lower natural gas price? >> well, we're hedging on a kind of go forward basis every month. so there really is no spot in time when they come totally off. >> oh, geez. okay. so it's going to stay average 6

or could it drop a little? >> it'll drop a little because as we put on new hedges the hedge price going out is lower. but you're right, we're about at 6 now, and a dollar of gas is worth $65 million to us. so it's not insignificant, but it's not huge in the context of international paper. >> for the debt thta comes through 2012, are you able if the credit markets continue to improve to be able to refinance that at a lower rate than you're paying? >> well, it's amazing. we went out and did a billion-dollar financing in may. a bit under 10. roughly 9.75. then we did a billion-dollar refinancing in august and it was under 7.5. so interest rates have come down a lot. you know, we're in a spot we want to be in now. we're going to generate enough cash that we don't see we're going to have to go to the financing markets, refinance debt coming due. >> terrific. you can't see, i'm holding up some uncoated free sheet. >> good. >> there are a couple of companies in the coded free sheet that are taking kind of the offensive against china. i'm not going to talk about whether i think that's right or wrong, but you guys have a

fantastic business with china that you didn't have. this is the type of thing where you've got to go over to china and explain to them, look, coated free sheet has nothing to do with what we do and we're a very different company from what those guys are? >> well, we are a different company from what those guys are. we're in the packaging business over in china, and most of our product stays in china and goes to packaging customers who sell products to the chinese consumer. the stimulus package in china has certainly taken hold and working. >> your predecessor, and i interviewed mr. dillon a bunch of times, he was always trying to get out of what was pure commodity. but if you're the lowest cost producer the commodity business is a pretty good game, isn't it? >> we've come to the conclusion if we're going to win we've got to be really great at something we know how to do and we think we can do better at and that's commodity products. you're always looking for a service edge and creating value for customers but at the end of the day you've got to have low costs and be good at running big operations in the commodity business. >> we know from the last data point inventories are real low and i try to teach everybody who watches the show how important that is for pricing. inventories have not started to

build in your business, have they? >> no. that's a good thing. inventories are low. customers have taken their inventories -- when we get -- and the economy is going to start growing again, although it might be slower than we all like and take more time. but when our customers start to rebuild their inventories that they've build to rock bottom levels, we're going to see a demand pop. >> one last question because jobs are on our minds. i'm thrilled you didn't do the big blowout laying off 15,000 people or whatever. but do you think the next move for your company would be to hire or to fire? >> well, we're systematic about that. we're not episodic. we're going to have 8,000 fewer people at the end of this year compared to the middle of last year, but it wasn't on one big day. we're still hiring people. we hired about 1,000 people this year. probably 200 of those will be college graduates because it's important for our company to keep bringing talent in. at the same time we're reducing our costs in many ways and unfortunately there's a reduction in head count. >> let me just tell you on a

personal basis my dad for many, many years sold international paper and international paper corrugated boxes and i wish he had a relationship with you. this is a new i.p. >> it's a great career. thank you very much, sir. >> thank you, jim. >> john faraci, chairman and ceo of international paper. he's a winner, his company's made a comeback and it isn't done. i think it goes higher. after the break we'll try to make you more money.

you need to have a shopping list of stocks to buy once we're

getting that 3% to 5% pullback i've been predicting, and you know we're getting it. that means we have to go to the big themes that aren't rocked by the current market. and on this show there's no bigger theme than the internet, particularly mobile data. and it wasn't phased by research in motion. i told you not to focus on rimm's earnings. think about many years. and you want something placative on that shopping list to keep you interested in this multiple years play. and i've got a new one tonight. i like a stock, i haven't liked the stock since 1999. so we've got a ten-year history of disliking the stock. and it's called 3com. coms, for all you home gamers. this is cisco's speculative second cousin if not redheaded stepchild, which reported an unbelievably fabulous quarter yesterday, beating the street's estimates, raising guidance. it was a real blowout that made me a believer in the stock even though no one seemed to care

because everything's gotten so gloomy here, and this stock's totally dropped off the radar screen after years of underperformance. you know that cisco's one of my favorite stocks. the backbone of the web. plus the sinews. it's the joints, it's the muscles, it's the ligaments. i like it so much, my charitable trust owns it, actionalertsplus.com. i hadn't been as bullish about 3com until it report yesterday. i'd been waiting to see this quarter. because i thought the company wasn't doing well. in fact, two weeks ago on the "lightning round" i said listen, this is one i don't want to own it. i've now seen the light after going through this quarter and everything that was said about it. 3com is the down market cisco. it's the trade down version. it's a networking equipment company with the second best end to end portfolio. switches, routers, wireless telephony, storage, wireless networks, and software. and i think this is a really important thing in a time of economic hardship.

its products tend to be cheaper than cisco's. the market for the stuff is so strong that you don't know -- you don't even have to at this point in the cycle own the best of breed. you don't need to go to the best house in a great neighborhood. that's how good this particular cycle is. >> house of pleasure. >> i think you can just buy a decent house like 3com, one that trades at $4.94 -- got your attention -- and still makes some money and beats the street's expectation. this is a case where the rising tied is lifting all ships, including the speculative single-digit ones. i wouldn't be telling you that i think 3com was a buy unless the networking equipment business was in fabulous shape. lots of data center upgrades were put on hold during the garden variety depression plus lehman. and that's pushing network utilization to stretched out levels. it's creating a midge source of demand for all new networking-g

not just for cisco's, especially as companies start spending again. that's where 3com comes in. it's also a play on the increased need for band width. we know from cisco that traffic from internet video to tv is expected to grow 97% compound, 207 to 212. streaming video to pc traffic, 52% compound annual. you need a play for this. you need networking equipment. that's the stuff 3com makes and that's what moves all the data. and this story isn't just about the consumer using the internet more and obviously from homes or smartphones. there's an unusual enterprise angle, enterprise being wall street gibberish for company. in order to use new technologies that make internet -- information technology applications more efficient, companies will have to upgrade their networks. there's virtualization now, cloud computing. that's -- salesforce.com does that, you know i like crm. this is not just a cheaper, smaller speculative cisco. there are areas where this company's actually doing better than cisco. no offense to john chambers, the great ceo, but there are some

areas where it's beating them. its products are less expensive, something that should allow it to start taking share worldwide during the increased spending in network equipment. plus, and this is really the most exciting thing about 3com, and i've long thought this would move the stock, but it hasn't. i think it's going to now. 3com has a china kicker. we know the communist chinese are now the engine of global capitalism. we know their allegedly communist government spent $40 billion just on wireless stimulus. 3com started expanding into the land of mao, and i'm not talking about the company ceo, robert mao, after the collapse of the tech bubble in 2003 via joint venture with huawei. like a neighbor away. and ever since the company has steadily expanded its business in the people's republic, china, 3com, 32% of the ethernet switch market. 33% of the router market. that's huge. still not as big as cisco in china but much bigger than 3com

in the rest of the world whereas market share comes to about 3%. its china direct business already accounts for 43% of sales. it's getting bigger. more impressive, 3com in china is one of the rare examples of any company anywhere actually taking share away from big daddy cisco. that's right. 3com is pantsing cisco in china, although i don't think they would use that term. the successful chinese business called h3c sells to larger enterprise clients like 3com's main business, which focuses on small and medium size companies. 3com recently launched its h3c line of products outside of china. could be huge for 3com's earnings. that's where a little stock like 3com has an edge over behemoths like cisco. it takes much less to move the needle. cisco disagrees with my chinese analysis, i welcome cisco on the show. in its latest quarter 3com's business stabilized everywhere, globally. more deals from north america too. company's got a great balance sheet, 677 million in cash, 200 million in debt. it's undercovered -- everybody used to follow it.

now five guys follow it. three buys, two holds. that puts it in a speculative sweet spot. it can go higher as it begins to attract more coverage and upgrades. it doesn't deserve the same multiple as cisco but it is really attractive. two years ago bain capital made an offer to take 3com private at 40 cents higher than it is now. but the federal government nixed the deal because it fears the chinese would try to invade our network security. as the defense department relies on 3com's cybersecurity products. the stock is below -- it's basically trading below where its floor should be. i don't think you can get much cheaper. here's the bottom line. after that incredible quarter that absolutely nobody cared about except for yours truly i think 3com is the best opportunity to take networking market share in history. even during the '90s it wasn't as good as this and the '80s. this has got massive china exposure. this tech stock is a buy, buy, buy.

remember, use limit orders and buy in increments. while there are a lot of shares outstanding as you start paying more than $5.30 we've missed the trade. i'd like to go to steve in north dakota. how are you doing, steve? >> caller: how are you doing? >> not bad, how are you doing? >> caller: a great big boo-yah you betcha from fargo. >> fargo, man, great movie, great town. fabulous. what's up? >> caller: i've been hearing a lot of chatter about cloud computing. don't know much about it and just wondering if akamai is a good -- >> no. no. no. here's what i want you to do. i want you to go to the salesforce.com website and read about cloud computing. it's the most comprehensive way to learn about it. mark benioff, the unbelievably good ceo, has really taken cloud computing to another level. that's the stock and that's the handbook to learn about it. let's go all the way south now. let's go to robert in gator country.

although he could be a noel. >> caller: big 90 degree beach weather with the palm trees blowing in the wind ba, ba, boo-yah. >> holy cow, that's it. we saved the best boo-yah of the week till friday. memo to staff. i want a complete tape of all the boo-yahs made for me and delivered to me sunday morning so i can decide whether that was the best boo-yah of the week. go ahead. >> caller: maximum integrated products symbol mxim. mixed signal digital circuits found in a variety of electronic devices. cell phones, laptops, lcd tvs, et cetera. stock is up 60% year to date. they recently launched the first high voltage 12 channel battery protector -- >> that's right. >> caller: -- for lithium ion batteries. >> we don't need that, robert. we don't need that to recommend it. there's so much good happening at mxim that's just the kicker. that's icing on the quake. i think you've got a winner, and every show there is always someone who has horse sense. and today it's robert in florida.

i want you to add 3com to your list of stocks to buy. remember, we're getting the 3% to 5% pullback. we're at 3 now. i think we get a little more down, and then you pull the trigger. coms! 3com. stay with cramer. >> announcer: next, try to keep up with cramer as he takes your calls rapid-fire in an all new "lightning round." plus, e-mail us at madmoney@cnbc.com. and jim could answer you on the air on an all new "mad mail." all coming up on "mad money."

it is time. it is time for the "lightning round" on cramer's "mad money." take rapid-fire calls. buy buy buy or sell sell sell. on the fly.

we play till you hear this sound. and then the "lightning round" is over. are you ready, skee-daddy? it is time for the "lightning round" on cramer's "mad money." i'm going to start with sal in florida. sal. >> caller: wow. ba-ba-ba-boo-yah from south florida. >> there's a good boo-yah. sebastian inlet boo-yah. what's up? >> caller: i'd like to ask you about the upgrade on caterpillar today. >> i thought it was a bad upgrade. honestly. i didn't think it had any edge at all. and i like cat. but there was nothing in that upgrade that made me feel good about the stock. i want cat to come in before i pull the trigger. it's just not a good level to buy cat right here. that was a surprising upgrade, and i didn't think it made horse sense. why don't we go right now to andrew in indiana? andrew. >> caller: hey, what's up, man? i'm looking at a huge rat race going on here. corrections corporation of america. it's a private corrections institute. we've got everybody bottoming out. who do you think's going to come through? cxw was the top dog about a decade back.

>> yeah, it was. i don't have a lot of enthusiasm for that one, andrew. i need a catalyst, and i see too many governments that are totally strapped. and i think they're just going to continue to let people go who belong in prison rather than build new prisons or have them run by somebody else. i want to go to ted in pennsylvania. ted. >> caller: hey, jim, this is ted york. i want to give you a nittany lions skee-daddy boo-yah. >> let me give you an espn big game, college day -- and may i just say, may i just say i went to penn state and i went to iowa. this is a very tough call for me. which is why i predict a penn state win. >> caller: thank you, jim, for all you do for us. >> thank you. we had a great time. what's up? >> caller: got a question. >> what's up there, corso? >> caller: i've got a wprt. it's a play on the flux capacitor -- i mean the natural gas engines that --

>> i like it but i like fuel systems more. i'll give you a don't buy and go with fuel systems. gale in texas. >> caller: hello there, mr. cramer. that's going to be a greek boo-yah to you from texas. >> i'll tell you something, that's a fabulous boo-yah. a lot of texas calls this week and every one of them has been better than the previous one. what's up? >> caller: well, i've got a question about a company called inverness medical innovations. i work in a lab and do a lot of flu testing. i figure with the flu hot and heavy is their stock hot and heavy? >> in full disclosure i own this twice for actionalertsplus.com, my charitable trust. i recommend it in "stay mad for life." i wasn't happy with the quarter. i was worried about the quarter. all that said, it does diagnostics, and my doctor, dr.

lapook, who does write for another website, he writes for cbs, cbs news, but dr. lapook is telling me diagnostics are the most important part of the new obama plan and inverness med fits that perfectly. ima, i can't -- i wish i hadn't sold it. how's that? that's the highest compliment i can pay. i'd like to go to jim in georgia. please, jim. >> caller: how's it go? >> not bad, thank you, jim. how about you? >> caller: doing pretty good. wondering about that mcdonald's. is this -- >> this stock is not getting any respect. i had a mccafe the other day and i've got to tell you something. sometimes i come in here and i'm darn caffeinated and the days i am it's because i stopped at mcdonald's beforehand. they raised the dividend, they continue to go over the numbers. it gets no respect from anybody except for cramer. i want to buy the stock. >> buy buy buy! >> i'm totally ignoring that because i'm so in the zone right now. i am in the espn sports zone. dan in connecticut. dan.

>> caller: hey, what's going on, jim? a big boo-yah. >> let me give you a husky boo-yah just for old time's sake. >> caller: i want to thank you for the recommendation on broadcom back in march. i bought it at 14 but tell me what do you think about mic going forward? >> we're sellers here. we don't really care about the infrastructure of the company itself. and it's had such a big run. let's not take any chances. take some profit and move on. let's go to one more. why not? oh. to frances in the state that beat ole miss. frances in south carolina. frances. >> caller: hey, jim. boo-yah. >> boo-yah, frances. >> caller: you make me laugh, and i don't know if it's a good time to get in visa. >> yesterday i had the good fortune to be able to follow julian robertson, mr. robertson, recommended visa on the erin burnett show "street signs." sure enough, i own it for actionalertsplus.com my charitable trust. the house is preparing one more bill not to create jobs but there are credit card companies. the stock got hurt. i think it will be much ado about nothing and what do i want

to do? i want to pull the trigger on monday and buy buy buy visa. buy buy buy. yep. att is the chicken way to play the mobile internet tsunami. this company made a brilliant decision to be the sole distributor of the iphone before it had even seen the iphone. at&t has the -- i say all aboard, att. next stop, $30 a share. and of course we pause in our land of the 10,000 bull dances. ♪ i'm dancing here. i got these new rock boards. they're really good. but i'm fine.

trying to cue the 10,000 bull dances but i hadn't told the staff. we'll edit that out in the post-production. it's the land of 10,000 bull dances. and that's why we're going to go cut out that part earlier that i said was a mistake. so stay with cramer. you should be thinking about what to buy if and when the market gets hammered. it's right out of that "highlights" thing. remember "highlights"? the thing they read when they get their teeth pulled at dentist's office. maybe words are too hard. maybe what you need me to do is draw it out in pictures. continuing the "highlights" theme we had earlier. that's right, it's an apple. actually, it wouldn't be like that. pop. one more icon, maybe you need another icon to do a little dot connecting. research in motion. this reports tomorrow night. now, i don't know what it will say.

it's a jordin sparks "battleground" stock. ♪ get your armor ♪ get your armor ♪ get your armor >> i don't want to go get your armor. >> boo-yah, jim cramer. congratulations to you and your staff. >> our staff is terrific. particularly our executive producer regina gilgin. is that really it? i'm looking at regina, my executive producer. she's been on maternity leave. suddenly she tells me that's it. she's going like this to me. i'm thrilled, i'm going to break all protocol and do all the things you're not supposed to do and give her a gigantic hug. call me sappy, emotional. i don't care. see you tomorrow!

"mad mail" time. this one is from johnny. dear jim cramer, i've been doing some research on health care stocks. based on all the numbers i've seen, it appears that aetna, aet would be the best choice because they have the best return on equity and best profit margins in that sector. however, the stock doesn't appear to be too highly rated by analysts. is aet really the best, what am i missing?

if you think it's not, i'm worried about the government and aetna is in the cross hairs of the government right now. i would prefer you to be in wellpoint because there's big debate about some of the particular parts of medicare that benefit aetna. if the president wins, aetna loses, wellpoint wins. here's one from drew. boo-yah, jim. i was watching the show when you were discussing select medical holdings, sem. i saw this morning that it was trading at $9.96 and they missed their estimated range. do you still consider it an ipo to get into. a lot of people hate this company. if you get it under 10 and hold it about a month, i think you make 10%. but be in a-1 and the select med. a-1 you made 50%. you can offset with a loss in select med and that's fine.

you can cut your losses there if you want to. i do think the stock is a buy. this one is from steve in florida. put down the cheap scotch, get off the cold linoleum floor and don't apologize for your recommendation of nly. if only i had listened to you about fiezer. thank you so much. there are very few stock i've been trashed as hard for recommending. after a while it got to me. i kind of lost it and apologized for it and said listen, i screwed up. the yield is intact. sometimes i can't take the pain. i'm a pretty big seasoned pain taker but that one got to me. here's dave. jim i -- the music. no, no. no, i'm going to override. i'm not overriding? bye. now you can stay connected to cramer wherever you go.

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don't be aggressive. we're still in that correction mode. i like to say there's a bull market somewhere and i promise to try to find it just for you, right here on "mad money." i'm jim cramer and i will see you monday.

♪ ♪ i got troubles, oh ♪ but not today ♪ 'cause they're gonna wash away ♪ ♪ they're gonna wash away ♪ ♪ ♪ they're gonna wash away ♪ this old heart ♪ gonna take them away [ quacks ]

coming up on "the suze orman show. "your retirement road map. i have the retirement rules of the road for you. if you took this pension and you died in a week, would lois be able to survive on $1,200 per month with everything else you have? do you really need to think about that, al? and a special "can i afford it?" for your road to retirement. >> i'm thinking seriously of making a trip to the japanese island of iwo jima. >> you're 83 years of age right now. this is something you want to do for yourself. you also want to take any of your family members? >> my wife.

hi, everybody. i'm suze orman, and you're watching "the suze orman show." tonight, we are going to talk about your retirement road map, the rules to retirement, whether you are 20, 30, 40, 50, or 60, there are things you need to do right here and right now so that one day you can retire. now, you may be thinking, what's suze talking about? i can't think about retirement right now. i can barely pay my bills. well, i have a question for all of you if you're thinking that, and you'd better be able to answer this question. if you can't afford to pay your bills while you have a paycheck coming in, how are you going to be able to afford those exact same bills? you think your electricity, phone, gasoline, insurance costs are going away? they aren't. how are you going to be able to pay those exact same bills later