number just last friday? why does anyone come back to stocks after the economy's so obviously not on fire? here's a thought. maybe in the end we have no choice but to buy stocks. i know. that seems like a silly principle if you're just an individual investor because you're thinking oh, maybe i should buy this stock or that stock. uh-uh. home gamers, you are not the marginal buyers of stock. you don't move them up or down. individual investors are the people who ultimately determine stock prices because you're just not playing with as much money as the big boys. you are the tail that doesn't wag. anything anything. the idea that you have no choice but to buy stocks only makes sense if you understand the concept of the big money supermarket. and unless you run money

institutionally like i have, the idea is completely alien. so let me, a grizzled veteran, someone who's run a hedge fund and knows how the big boys sing, explain why you may just have to buy stocks with an analogy that you and i can understand. we're going to the regular supermarket. now, i was at the king's, the supermarket on saturday, preparing for the big post-sweet 16 party at my house because, well, cramer knows how to throw a party. the kids wanted some stuff to make sandwiches after the sweet 16 because the food may not be so good. you know, you fill up and stuff. so i'm over at the produce section and i'm looking at all these fancy shmancy lettuces. you're making a sandwich, you need lettuce, right? and they've got the three bucks for the ten leaves and the arugu arugula, some red leaf, the organic romaine and oh, yeah, we've got to have the fresh express. i'm looking, what did my ma

teach me? and there it is. a buck 99. even though it's a true head of lettuce and not something a michelin three-star chef would use. i say the heck with all this other expensive lettuce. it's good enough for a darn sandwich, isn't it? and you know what? that's exactly how the big institutions look at the market. all the different asset classes. for them a lettuce is a lettuce. they don't like to pay up for any particular kind. they don't like to buy this if they can buy this. of course the lettuce in the big money supermarket is different from regular lettuce. instead of choosing the arugula or organic boston or romaine, you get a full head of iceberg. money managers are choosing them on stocks, treasuries, corporate bonds. private equity. gold. real estate. those are the selections in the lettuce aisle for them. you know, in the veggies. they're the different asset

classes the big institutional money managers have to choose from. and just like me when i was selecting the let tous medicate sandwiches for the kids, they just want to get the cheapest, the ones that are the cheapest. money managers want to buy something. that's their job. nobody pays them to take money and sit on it. and they're naturally going to get i just like you and me the best possible deal among all the asset classes. and right now the cheapest lettuce in the asset class supermarket is by far the stock asset class. that is, stocks are the virtual andy boy of the aisle right now. so while we may have had a horrible employment number on friday, one that showed us the economy's weaker than we thought, it doesn't impact the price of lettuce. here's what does. yield. how much you get for just holding it. and inflation. how much it will be worth in the future. right now we have so little inflation and so much uncertainty that treasuries, the bonds the u.s. government prints and sells endlessly, regarded as the safest investment out there,

they've become too expensive, they've become red leaf. the ten-year stuff, the stuff that pays you back in ten years, this is giving you a lousy 3% return. remember, a low return for the world's huge pension fund managers means a crummy yield that is so bad that it isn't offset by the relative safety of treasuries. frankly, that's just totally overpriced versus the andy boy. kinder morgan energy partners, yielding 7.8%. have a juicy yield. how about boeing? procter & gamble with a 3.1% yield. what's the point of buying treasuries when andy boy lettuce gives you a better deal? all these companies have capital appreciation. their stocks can go higher. versus the unlikely notion that bonds can ever go higher from this price. that would mean lower yields. don't forget there's millions of them going to be auctioned every single week. there is a real scarcity value of this stuff versus treasuries. plus all of the companies i just

mention will probably raise their dividends and you are not going to get a coupon booth. that's the equivalent of a dividend raise for treasuries. it never happens. never will. how about corporate bonds? what are they? well, those are priced off of treasuries. meaning big buyers simply try to figure out how much more risk there is in a corporate debt than treasuries. and by that account corporate bonds have become astronomically expensive. just today diamond offshore, an okay oil driller, offered 30-year bonds with a 5.7% yield. that is well below att's yield. that is ridiculously overpriced. i mean, how do we know we'll even be using oil 30 years from now? att a much better deal. so is verizon. hey, so is windstream, we had them on last week. and don't forget those all give you the povlt a dividend raise, way more up side. and let's go down the whole aisle. what else do big money managers have to choose from? let's take look. private equity? forget it. that is spoiled lettuce. it's a blownup class entirely.

that is ten-day-old lettuce. you know, it's brown and crinkly. don't believe me? check out college endowment and come back to me. gold? which is gold? gold's kind of this, right? i mean, gold's like red leaf. i mean, with inflation these big buyers don't want gold. how about real estate? oh, man. that's like baby arugula. i'm not kidding. this lettuce should be given away. instead it's priced like baby arugula. you see, the big institutional money managers have cash to buy something, and there's simply nothing else that makes sense for them to buy. stocks, the andy boy of the supermarket, are really the only game in town when you think about it. you cannot justify anything else when you're just making a portfolio sandwich. that's why good dividend-paying stocks with the possibility of a dividend boost, there again i'm thinking about boeing, procter & gamble which i own for actionalertsplus.com, the windstream, the kinder morgan energy, literally those are the only games in town. oh, by the way, if you want to know more about picking the right lettuce, i've got a whole chapter about it in "getting back to even," comes out next

tuesday. all about notoriously b.i.g. dividends. here's the bottom line. now you know how the big money managers who buy and sell pretty much, that they determine the prices. and they have no choice but to buy the stocks that they think are the cheapest asset class in the big supermarket. in this case we're using lettuce as the analogy. and that's why we can't sweat the program about employment or retail sales or cash for clunkers or the $8,000 new home buyer tax credit that's going away. in the end, given how much lettuce ultimately tastes the same and gets the job done, the big portfolio managers are going with the plain old head of lettuce. the rest, it's going begging. oh, one more point? the post-sweet 16 party they made the sandwiches. they forgot to put on the lettuce. larry in new jersey. >> caller: boo-yah. >> what's up? >> caller: last week in new york environmental regulators were proposing new rules on hydraulic fractioning or fraking for the share drillers and xto got hit for about 10%. do you see other states

proposing similar rules? can this be a problem for them in the future? because that method is how they're going to get their new supply. >> my researcher nicole urkin today came one a pretty good website involving a pbs program that showed this is a vastly overblown issue. yes-f you' yes, if you're going to drill next to a reservoir, that's a different story. but i think new york is way off the reservation. and we need drilling of natural gas. and the idea that somehow we're going to destroy the water supply, hey, get a life. we heard that they don't use much more water than a swimming pool these days. so i've had it with that. how about burt in michigan? burt. >> caller: hey, jim. >> burt! >> caller: an out of work automotive supplier boo-yah. >> out of work boo-yah? oh, man, how about a hope you get a job soon boo-yah? >> caller: all right. hey, i've profited from you are why recommendations. >> well, thank you. >> caller: and i really appreciate your education segments. >> thank you. >> caller: hey, the earnings reports will become, compared to

last year's very weak numbers, making even mediocre results look impressive. >> yes, you're right. >> caller: so how do we separate the chevies from the cadillacs? >> all right, burt, this is what we're going to do and this is the beginning of the quarter when this is going to happen. not just bottom line, what's left after they take out the costs. we need to see top line. so we're looking at what's known as revenues, or the sale line. foote sale line is up from last yeah, then we have a real winner. if the sale line is down, it's going to look a little more manufactured. so that's what we're looking at. all right, everybody. understand, the best asset class is the cheapest asset class right now among the whole panoply. and people, the big money managers, they don't want corporate. they don't want treasuries. they don't want the real estate. they don't want private equity. they think gold's overvalued. so they're buying. they're buying the cheap stocks. because in the end it's all the same anyway. "mad money" will be right back.

>> coming up -- could cloud computing put some sunshine in your forecast? see exactly how it works when cramer goes head to head with salesforce.com's ceo, mark benioff on the executive decision. plus, should you profit on the olympics heading south to rio? cramer's got his eye on one ipo that could be just right for your portfolio. on "know your ipo." and later, can you handle the heat? cramer gets you fired up for a searing hot "lightning round." all coming up on "mad money."

it's always important to pay attention when we hear from any

ceo on the show. nobody knows the business better than the person who's running it. but some ceos, let's just say they're in a league of their own. ♪ hallelujah and as predictors of what's going to happen to their companies, no one can touch them. for lack of a better word, they are simply bankable. guys who have made us a lot of money in the past, who we'd be fools not to pay attention to when it comes to the future. mark benioff, ceo of salesforce.com, crm for all you home gamers, and perhaps the most bankable ceo i ever have on the show. salesforce, which pioneered the software as a service business, where companies subscribe to get their enterprise software over the internet, new model-s a turbo-charged tech stock that still i believe has plenty of juice. the last time we interviewed mark was on august 20th, after salesforce.com had reported a truly blowout guide-up quarter. the stock was at 46.18. it's up 22% since then.

that's what bankable means. i call that an incredible run. especially when you consider a lot of tech stocks ran out of octane during that period. and i think salesforce has a terrific future ahead. i think we're in the early innings. thanks to some of its new services. the company started a new platform called force.com that helps its business customers take advantage of cloud computing. stay tuned. you'll find out what that really is. it's a huge new market that involves the deployment, use, and delivery of applications that run completely on the internet, through outsourced network equipment. this saves customers time, saves them money. the platform gets applications delivered to their users faster. and where's the money made? salesforce customers don't have to shell out the dough for expensive servers of their own. this new force.com platform will also be designed to work on all other cloud computing servers -- providers. like amazon, google, allowing the company's customers to build their own business applications online. trust me, this saves a fortune. they're using only software delivered over the internet. basically, if you're a business that wants to design an application that works on

google's cloud computing network, you subscribe to salesforce.com's platform and they give you all the tools you need. salesforce.com also making a push into customer service. the ceo sees it as a billion-dollar opportunity by 2013. he's being conservative. it's possible 3/4 of all customer service applications could be based on software as a service. the company just announced a blockbuster deal with cisco this morning. this is the first thing i saw this morning when i woke up. it's worth more than $1.91. that's what the stock jumped today. i think salesforce.com is in a great position. but i have struggled on many occasions to show you at home whatwhat salesforce.com really does besides make a lot of money. you know i believe it's important to know what you own. and in case what this company does sounds too complicated or technical for you, tonight we've got a great chance to see some of the services salesforce.com offers in action with the company's fabulous, incredibly bankable ceo. i've got toe till before we do that he's got a new book called "behind the cloud." comes out next week. how many books have michael

dell, eric schmidt, anthony robbins, john chambers, and neil young as an endorser? hey, i say neil young, i'll buy that book alone on him. all right. mark benioff, come on over here, will you? i can't even be formal with you. i just can't. >> good to see you. >> you've made too much money for our people. welcome back to "mad money." and welcome in person. >> thank you so much for having me. i appreciate it. >> let me just give the setup. i have said time and again cloud computing, internet, the new model. >> mm-hmm. >> i would tell you that unless you're part of an enterprise like i am at cnbc or the street.com where i'm chairman i wouldn't know what i'm talking about. so tonight you're going to show us. >> we're going to show you how to make your business more successful. and really in today's economy the number one way you're going to do that is by improving your sales. >> absolutely. >> and the way to do that is to know who your contacts are, who your accounts are, and what deals you're working, how do you put it all together. but for a lot of companies managing that information, jim, is extremely difficult. and that's why salesforce.com is so powerful, because just by

plugging in, by going to an amazon or google or ebay-type model right on the internet, we're able to do that. so let's take a look. right here. here's our demo. >> how do i use it to -- walk me through dashboard refresh. >> i walk in in the morning i'm seeing what sales reps are selling, which ones are not selling. which ones productive. who are my top -- who are my top reps? what are my top deals? what competitors am i beating? which ones am i losing to? i can go right here, i can look at an account, for example. here i've got an account page coming up for cnbc. i can say, okay, here's my account for cnbc. i can see the details. i can see where they're located. i just pulled in a google map. i can see what deals i'm working on. i can see what deals i'm working on for cnbc. but not just that, i also know i've got a contact here at cnbc named jim cramer. i want information on him. i want to see his phone number, his address, what deals he's in because i need to talk with him, work with him so i can make that deal happen because in this

world that we're in now knowing your data, knowing your deals, that's the difference between failure and success. so this is a key part of our business. and all of this is happening, as you can see -- >> who is seeing this? just the ceo? who else can see this? >> well, you set that up. it's called the sharing model. and a sharing model means that what's secure is secure, what's open is open, what's public is public, what's closed is closed. so if the ceo can see everything but maybe the sales remember can only see what's appropriate for them. >> and where is this resting? on my pc? is this everybody on their pc? is it in the pc? or is it some machine that i don't have to carry around? >> here it is on the pc. it could be on your iphone, blackberry. whatever you use. we don't care. whatever you use we're going to get it to you. because that's the key. whatever language you're in, whatever currency you're in, that's the way the system is working. it looks like amazon.

because we borrowed their model. you just log on. able to pull the information. here we are on sales. we jump over, we can go to customer service. now with customer service i'm going to know what people are saying about us as a company on twitter, on facebook, on google, what my partners are saying, if there's problems in my accounts. if my customers are having issues. so now i'm jumping. and again, the same data. the same data base. i'm going in, grabbing the data. now i have a mesh between the sales information and the customer service information. the deals i'm doing and how my customers are. are they successful? are they not successful? >> let's say i'm a salesperson and i haven't made a call all day. you'd spot that. >> right away. yo sea that on the first dashboard we saw. the activity rating. he or she, did she send an e-mail? did they make phone calls? are they on the website? >> at goldman what we used to do is i literally wrote it down by hand and i showed my boss at the end of the day i made 30 calls.

you know, to john doe, brooklyn, and also john doe queens. i mean-u try to get away with as much as you could. hard to get away with that in your new world, satellite. >> we have 30,000 brokers too at merrill lynch. and believe me, you know, when sallee krawchuk is looking down at that organization she can't walk from cube to cube. it's a global organization. but they're able to get the dashboards and see exactly what's going on. at the macro or all the way down to the micro level. but it's not just for sales and service. it's also to build any application on our servers. >> what's this? >> this is a website. in fact, any website can be built on salesforce.com. that's cloud computing. here's a website that starbucks just built on our server. this is live. pledgefive.starbucks.com. you can log in now. howard schultz went on oprah. he said hey, go into a starbucks, you can volunteer five hours of community service and do that work anywhere in the world. we'll give you a free cup of coffee. but he needed a system to track all that information.

who are we giving the coffee to? where are they going? >> he'll actually beat me up, the oracle guy. >> so now here's the website. but wait, this is the same system we already saw. now we can look on the back end. this is what starbucks uses to keep track of. who's going to the website. how many visitors are they getting? where is the coffee going to? what organizations are most popular? who's getting the mentoring? who's doing the volunteering? and this is the power. manage all your information. share all your information. keep track of what's going on in your business. regardless of language, regardless of currency, regardless, as you mentioned, device, iphone, blackberry. this is the next generation of computing. >> who are you going against? is there someone else in starbucks saying listen, i've got a better model than mark, forget mark? >> yes. microsoft, oracle, and s.a.p. >> but those are big companies p you're little. how long can you play that david and goliath thing? especially because you're more like goliath and i'm more like

david. but that's a biblical thing. >> jim week, growing faster than they are. 20% in the last quarter. >> why doesn't larry ellisson just say that's, it i'm destroying salesforce doc? >> because their cash cows are software and hardware and -- >> how much does a seat license cost if i bring you in? >> it can range from $9 a month per user to maybe $100 per month per user. so it's extremely affordable. that's why companies like right here at nbc or -- >> or thestreet.com. >> 63,000 other companies all around the world have made the decision for salesforce.com. >> okay. one last question. you're watching at home. you're saying, okay, listen, that was a little too fast for me, you can always replay it on cnbc.com. what else can i use to learn about you? just in case someone's interest is piqued and they've got to know more. >> you go to our website, www.salesforce.com. you can learn about the sales cloud which we talked about. you can learn about the service cloud. or you can learn about the custom cloud, how to build any application or any website. it's all right there.

>> you're the best, man. marc benioff, thank you for making all our viewers so much money. marc benioff, chairman and ceo of salesforce.com. which has been a huge winner for us. and i'll tell you, this is the reason why right here. thank you so much, sir. terrific. >> coming up, should you profit on the olympics heading south to rio? cramer's got his eye on one ipo that could be just right for your portfolio. on "know your ipo." and later in the "lightning round," the market's top mind goes high octane to put your stocks to the test. plus e-mail us at fastmoney.cnbc.com and jim could answer you on the air on an all new "mad mail." all coming up on "mad money." stay tuned. after the "lightning round" the great cramerican challenge begins. you could win a tape to see a live taping of the show, meet jim cramer, and even kick off

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tonight we're heading to brazil.

but not for carnaval or the olympics. or for total body sculpting and free botox. although that would be fun and age reducing. we're more interested in helping you try to make money than feeling good or even looking good. i know. scandalous. which is why i think the sexiest thing coming out of brazil right now is not gisele but the ipo of the brazilian operations of banko santander. nobody ever tells you what to do with them. it's my job as your investing coach to teach you how to play them. and that's what we're going to do right now with banco santander. it will start trading on the new york stock exchange as symbol bsbr. we all know brazil is ultraultrahot. the country's gdp is expected to grow at a 5% to 6% clip. the financial services industry is booming. the 2016 olympics icing on the

cake. just a sign of how far the country's come since the mid '90s. and the brazil's bavespa it's like china. it be steaming. even brazilian stocks still trade at a 14% discount to stocks worldwide. some people say brazil is the u.s. in the 1950s. i would not disagree. although i think lula the president is more a social exist less a general like ike. we like brazil and banco santander. a huge global bank based in spain. you might recognize it as sovereign bank here. put together its brazilian business to a pair of really smart acquisitions starting in 2000 when this bought banko de staechlt ato desan paolo. then abn amber real. they stole that one. santander was betting on an economic expansion of brazil's smart, growing middle class, increased demand for loans and credit cards. they just got credit cards down

there. and not just to pay for multiple plastic surgeries including the proprietary brazilian butt lift. given where the ipos are expected to price, banco santand santander's brazilian unit, should be valued, get this, at between 47 and 53 billion. and that's if it doesn't pop. banco santander is the leading full service bank in the country. also the fourth largest brazilian bank overall. 10.2% market share in terms of assets. third largest that isn't owned by the government. operations concentrated in the south and southeast of the country. i want you to think rio and sao paolo. 2,091 branches, 1521 mini branches. 18,000 atms. 9.9 million active account holders. banco santander's brazilian unit looks like a fabulous bank. average long book increase rose

18.6%. we kill for these numbers here. its corporate lending and trade finance business up 30%. this is a real growth company. retail banking side. mortgage loans up 39.6%. so how do we play the ipo of this great brazilian bank? not by buying the ipo. i think you should buy the parent company. banco santander std. we play brazil by going to spain. we're like the lincoln brigade except we're not affiliated with uncle joe stalin. s to r as to be distinguished from my real uncle or at least great, great, great uncle vlad lenin. this is just like winn's ipo of its macau business in hong kong. talked about that. i thought winn was a buy because its macau business would give the independent valuation that would make people realize that wynn should get some credit. the principle here is the same. banco santander, the parent,

which has operations all over the world, isn't getting enough credit for its ultrahot brazilian operations. banco santander is a $134 million bank that i believe after this deal will be less valuable than the sum of its parts. how long can that last? once its brazilian unit starts trading separately investors will see that. stock's going to get a boost. if santander's brazilian operations price as expected the rest of the bank is playing at an implied price to earnings multiple of 6.9 times earnings. that is super cheap when you consider that right now banco santander is trading at 11 times earnings. i'm talking about looking at a 30% or more gain as the ipo unlocks value for the parent company. what happened overnight? the other reason i would buy banco santander instead banco santander is expensive. i'm using 2009 earnings. the brazilian unit would be valued at 21.7 times earnings. uh-uh. much more expensive than banko perdesco which i've recommended.

banco santander brazil is a high-quality bank, deserves to trade ate premium but i just don't see there being that much up side left after the day. safer way to play the ipo is to buy the parent. 14,000 branches, more than any other international bank on earth. how about that? 35,000 atms. i'm telling you, this is the bank. this is what happens in late stage capital in america when our banks fall apart. banco santander may not seem to be the sizzle of its brazilian subsidiaries but it's a whole lot more stable thanks to its size, international diversification, and it will allow you to profit from the ipo of its brazilian unit without taking on the risk of buying those shares. i do mean safer. as anyone who's been to an eagles game knows, santander promotes itself as the safest bank in the u.s. and you know what, considering the destruction of american competition, they may be right. here's the bottom line. the best way to play the ipo of banco santander's brazilian unit is to simply buy banco santander

std. the real std, as i call it. because the ipo of its brazilian operations should unlock a lot of value in the stock. and even if the ipo turns out to be a floppy mcfaddy you still own a fabulous international institution. i want to take calls. i want to go to greg. greg, massachusetts. greg! >> caller: boo-yah, cramer. >> boo-yah, skee-daddy. >> caller: hey, jim, first off i just want to thank you for educating a construction worker like myself how to make mad money. >> i walk by construction workers every day on wall street and they're like thank you for put meg in apple at like 90. and it makes me feel great because know what? it means that people are watching and learning. so thank you very much, greg. thank you. >> caller: thanks again. all right. my question is about ken lewis leaving bank of america. in your book "real money," which by the way is out in paperback right now. just want to let everyone know. you say in "real money" that if

a ceo or upper management leaves you should take your profits right away and go. does that go for ken lewis and bank of america? >> no. because ken's -- he may be departing under different circumstances. and you know, i am a gentleman and a statesman, right in the vein of the dalai lama afghan thomif not thomas jefferson. lewis's leaving may not be voluntary. let's say if ben franklin had stepped down from the philadelphia contributorship so to speak. in other words, i would not read too much into ken's leaving. now, if this guy curl gets picked, who used to be the chief finance -- chief risk officer of the bank that took on the most risk, i say ixnay on the bank of americanay which i own for my charitable trust actionalertsplus.com. i want moynihan. i know he's a lawyer. hey, listen, i'm a lawyer. sue me! linda in california. linda. >> caller: hi, jim, how are you? >> not bad. thank you for asking.

how about, you, linda? >> caller: i want to four all you do for us. and a big fresno state bulldog boo-yah for you. >> what conference is that? that's one of my favorite conferences. the west -- i'm trying to keep track. there's a lot of conferences out there. go ahead. >> caller: my question is in regards to the banking industry. i've heard that the first niagara bank is going to be taking over fdic shut down banks. >> yes. >> caller: today i heard ington bank shares is doing fdic takeovers currently. >> did you see the deal over the weekend for 500 mill? >> caller: yes, i did. >> wasn't that cool? >> caller: i was wondering between the two banks, first niagara and the huntington bank shares which would be the best investment to make today? >> oh, boy, you cut me to the quick because that's the type of thing -- you put me on the spot here, linda. i like them both. fnfg is more investable and hban is more speculative. i have to put fnfg for an i.r.a. and i put hban for my mad money account.

tall and thin and young and lovely, not gisele. the sexiest thing out of brazil is banco santander. yes, std. yes, that's right, the parent company, not the subsidiary. i want you all to stay with cramer. >> announcer: try to keep up with cramer as he takes your calls rapid-fire in an all new lrng longhorn. "lightning round." plus, e-mail us at madmoney@cnbc.com, and jim could swir on the air in an all new "mad mail." all coming up on "mad money."

"squawk box" rewind. >> they're saying no, no, no, we want long term now. that's what traditionally and historically has always happened at a bottom. >> we're seeing activity. i mean, that's the positive sign. >> the main question is the shape of the recovery. in my view it's going to be more like a u-shaped recovery. >> we've seen banks that have been paying back the tarp money. >> i think it's extremely unlikely that we're going to keep any type of equivalent return, let alone a profit. >> "squawk box." where business turns first. weekdays 6:00 a.m. eastern on cnbc. ♪ yes, you're lovely... ♪ what do you think? hey, why don't we use our points from chase sapphire and take a break? we can't. sure, we can. the points don't expire... ♪ there is nothing for me... ♪ there's no travel restrictions...

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click today. it is time. it is time for the "lightning round" on cramer's "mad money." what's that all about, you probably ask. that's about rap ud-fire calls one after the other. you say the name of the stock i tell you whether to buy buy buy or sell sell sell. i do not know the stock callers or stocks head of the time. fast. "lightning round" over. are you ready skooe daddy? it is time for the "lightning round" on cramer's "mad money." we're starting with arturo in florida. arturo. >> caller: boo-yah from boca raton, jim. >> boca raton. boca raton. how much do we wish we were

there? go ahead. >> caller: with today's weather you surely would wish to be here. it's beautiful. listen, my question -- >> why don't you just rub it in? okay? >> caller: listen, my question is regarding st. c. nice move up today but i think the company's technology is still well ahead of the competition. >> there's a lot of question about that recent downgrade to make people feel like wait a second maybe this dram situation is not that good. i will endorse this. i feel like i'm going to get hurt by this one. i don't know but i feel ike going to get hurt. let's say the stock goes to 32, we'll take a 10% gain. >> sell sell sell. >> now we're going to, ooh, bo in michigan. bo. >> caller: hello, jim. how are you sir? >> not bad. listen, good luck in the playoffs, man. >> caller: thanks. i've got a two-part question for you. my stock is arcelor mittel. i want to know how strong the

overall steel sector -- >> you know i'm not going to recommend arcelor when i can recommend nucor because dan d'amico runs the best steel ship in the world. so we're buying nucor, we're not buying arcelor. why don't we go to zack? ooh, south carolina. zack. >> caller: yes. >> zack, you're up. >> caller: okay. big jim. >> yeah, you got me, partner. all right, gamecock, speak to me. >> caller: okay. i wanted to find out what he thought about gun sales being up and behind six months in delivery and ammunition also behind -- >> okay. what's the stock, though? what's the stock? >> caller: oln. >> no, man, we love to play oln on the winchester, but we can't because it's too small a part of the business. what we have to do with oln is we're buying chemicals. i like the yield. i think the yield's good. but remember, ole zinn really like a pool chemical company before it is a pinchester company. so while i appreciate the

analysis and i am a big second amendment supporter, those other nine sold to you, but i do not want to buy olin for guns, i want to buy it for chemicals. oh, there's like three calls in this "lightning round." i'm going to violate the sanctity of the control room and rip somebody's lungs out. let me go to ted in connecticut. ted. >> caller: hey, jim, how are you doing, my man? >> not bad, ted. how are you? >> caller: good, good. i'm a huge fan of the mobile internet tsunami, and i'm really liking onn semiconductor -- >> and you should stay on. some people are saying wait a second, jim, it's not as close as cyprus, skyworks solutions with our friend buddy pal dave aldrich. but onn has it going. hey, man, all i do is read red sock, all i do is read patriots. tyler in massachusetts. >> caller: a big boo-yah. >> i'll give you a brady boo-yah.

he looked good. >> caller: sunday? yeah. hey, my question is about rfmd. i bought them at 3.50. they've been going up a little bit. they kind of went down. my question, should i buy more -- >> all right. there is a concerted effort to spook all the internet stocks down, the mobile internet. people are saying cancellations. i call these things figments of people's imagination. rf micro is doing terrific. skyworks is doing terrific. cyprus is doing terrific. apple is just a few from its high. i say that you buy rf, you buy onn semi, you buy apple. don't forget my $264 price target. and you stick with cramer! ♪

i like to do "mat mail" on monday. mr. kraker, do you think the goldman sachs analyst that covers apple is drags his feet to increase the chance of boy buying at a lower price? >> no. i think i moved up so far ahead of him he doesn't want to be me to cramer. this 30-buy recommendation with apple. the three holds and one sell. he will not matter. what matters is someone jumped above the queue and used a $265 priesz target. apple almost hit a 52-week high

today. todd writes -- hey, jim, i love the show. i want to ask about electronic arts. i've seen it close to its 52-week low but i've seen a lot of apps coming out. is this a new source of revenue for them? todd, i've been saying this and i'm afraid to say this is still a loser, then someone will bid for it. but i have to tell you, i don't want to be in the gaming business. the gaming business has peaked. i don't think there's any growth there. so i say no. i'd rather see an apple, or google. buy a share of going '. here's one from rich in north carolina -- jim i just started watching your show and getting serious about the market this summer. i preorder yourd new book, "getting back to even." can you explain what good will on a balance sheet means? the class i took told ums to avoid any company that has more than a dollar of good will. now all companies seem to have

large amounts listed. should we just subtract this from the total? >> that's a good way to do it. i would subtract it. there are a lot of companies that make good acquisitions and you'll end up hating a company that made a good acquisition because there's good will involved. look at the earnings per share. that will solve the gap earnings. let me tell you, thank you for your nice words about getting back to even. where i do have some balance sheet analysis that can help you. here's one from jason, jason dallas or dallas from pennsylvania. starbucks, they released its new product, via, which i believe the company is dead-on with. it might be via. they are targeting the home coffee brewers but i'm not sure this product will change the company's performance in the economy. because of bookkeeping, it will inflate this month's numbers. it will inflate the quarter. that's not a bad thing. because of its stock, the stock in what you'll see, is a higher

number than you expect for starbucks. here's one from garron in austin. rewrites -- thanks for all you do. i can't wait for your new book. next week, "getting back to even" i'm signing a lot of books. i love the way you make investments seem so basic and go above and beyond any advice i ever get from other books. because of you i sold most of my discretionary portfolio for a 37% gain overall. i'm only 25 and put to put my money in your best specs. would i be better off with your speculative power pictures or the basic chip and handsetmakers? it's apple. you're 25. you start with apple. then get into some others. but the fundamental is apple. and that's what i want you to own. getting back to even,

october 13th. bookstore near you, "mad money" is back after the break.

closing bell, what closing bell? 

there's always a bull market is always somewhere. i'm jim cramer and i'll see you tomorrow! tonight on ""the kudlow report."" is president obama considering supply-side tax cuts to spur job growth. and dr. tom coburn, senator from oklahoma sounds off on obama care. and the time to exit t.a.r.p. we'll see you, top of the hour. don!

what? we don't need these minutes anymore. we got that calling circle thing everybody else has. it's at&t's a-list, don, and it's not the same. we get unlimited calls to any 10 people on any network, but unlike everyone else the minutes we save, we keep. so? so why save minutes with your calling circle if they just expire at the end of the month? you're using that one. (announcer) introducing a-list with rollover. unlimited calling to any 10 numbers on any network and keep the minutes you save. only from at&t.

good evening. tonight on "the kudlow report," is president obama finally considering supply-side tax cuts to stimulate job growth? plus the show down over obama care continues as the president pitched health care reform to more than 150 doctors today at the white house. did he fanly make the sale? we'll get the republican response from oklahoma senator, dr. tom coburn. and lots of talk about a t.a.r.p. exit strategy. now's the time? reuters takes on air america's mark walsh. stocks rallied today over 100 points. markets say where they are putting their money in the middle of this. and what does it mean for opec and the west now that russia is number one in oil