advocate to my good friend the bear. i like to take what is known as the other side of the trade. technical term for meaning i like to get in the other guy's shoes, the guy who's a bear. so today with the dow soaring 132 points and the s&p 500 rallying almost a percent and a half, i don't want to come out here hoofing to the tune of 1,000 bull dances. i do the opposite. i ask what could go wrong. i try to think about what could make the music stop. and i imbue myself with negativity to test why we shouldn't be leaving the table right now, ringing the register, and taking some juicy profits. ♪ hallelujah i know what you don't want to hear right now after a big up day. i know you don't want to hear the negatives right now. but it's my job to curb your enthusiasm on up days. without the curse words or the

most boring seinfeld -- well, it was okay. just like when the market's down, we come up with a half dozen ways to find out why it might be worth buying. tonight we play devil's advocate and challenge our bullish thesis. and tonight we have a renowned chartist who tempers his pictures with words to play satan's pal for us. tonight we're breaking form, going right off the charts at the top of the show to examine the bear case! we're going to enbert doman, the editor of the wellington letter. at thestreet.com. why bert? first of all, he's a fantastic theoretician and chartist whom i first saw on this network in the '80s when i used to watch this at my law school dorm. and i learned to love this guy instantly for his clarity and challenging mental capacity, challenging your view and mine. right now bert thinks the

technicals paint a very bleak picture. it's not in a few more s&p 500 points, a total danger zone. you know what he wants you to do? he wants you to -- >> sell sell sell! sell sell sell! sell sell sell! >> so why does doman think we shouldn't get too carried away with our bullishness right now after just a terrific day? 9,700 on the dow. what's not to like? all right. first let's take a look at the daily chart of the s&p 500, which we know is the universally accepted accepted as a pretty good staind for the whole market. the s&p has reached what he called the gap area of the crash in october. there's the crash in october. okay? we're now back to that gap area. now, to a chartist, someone as good as bert, what this says is there will be strong resistance. what's resistance? sellers will come out of the woodwork because they come every time we get back to where we

took the big tumble a year ago. buyers will be scared and will walk away right here. at first when we hit the gap the s&p 500 turned down. we saw that. okay? but with today's rally dohmen thinks we're in the last stage of the big up move. he thinks the s&p 500 could go up to 11,020. right here. maybe even 12. maybe even 1200. but then he takes it's going to be a brick wall and you are going to get crushed because the start of last year's crash was from 1,200 and he believes that's going to be the level we simply can't get beyond and will just bring about gigantic selling. he thinks that this area right here where we are represents a great opportunity to sell before we get to these two lines. we take this line out, he really wants you to sell. okay?

now let's take a look at a weekly chart. that's a daily chart. here's a weekly chart of the s&p 500. this is what he's saying. it's called a rising wedge. i'm using technical terms that they give because money managers, big money managers watch this stuff. this is a pattern where the hides and lows get closer together. this is a rising wedge. okay? to a technician like dohmen, to almost every technician out there, this is incredibly negative, this chart. it indicates the sellers are getting more and more negative and the buyers are out of steam. and finally, chartists follow these trends. if you look at the down trend line, starting at the top of the bull market in 2007, we've come about as high as you can go in this trend. this stuff is like -- i know it probably says what is cramer talking about? i've got to tell you, there's guys with charts in their drawers, guys with charts on their machines. biggest money managers. they look at this and they say holy cow, look, it's gone right

back to that level, it will not get past that level because that's where it always fails. the funny thing is one of our most bullish chartists, dan fitz patric, another one of my go-to technicians, my colleague on real money, you've seen him probably on "fast money," he thinks the chart is much more bullish. but you know what he sniz he thinks it goes right to where bert says it goes, 1200, but he's not bullish if we get there. but if the bullish chartists and bearish chartists agree on where we're going to toupt for the moment or in bert's case top out big we've got something to worry about. two chartists one bull one bear and they agree the chart will stall out at the same point. if it goes to 1200 it's 14% higher. it's only 7% higher if we get to dohmen target of 1,120. bert's got an argument based on the fundamentals for why this

market could be about to be mauled by a ferocious bear. what are they? let's tick them down. here's what he's worried about. he's worried about the anti-business priorities of congress, the possibility that the fed may start tightening. hey, last night australia tightened. it's not out of the realm. the end of the $8,000 tax credit for buying a home. we know that goes away at the end of november. the fact that economic growth comparisons will be tough next year. he's worried about the expiration of moratoria on foreclosures in a number of states that could lead to a wave of mortgage defaults. i have to admit when i read that plethora of negatives my first reaction was classic miley cyrus, who we all know is the heir to the warren buffett mantle. i was -- ♪ moving my head like yeah >> yeah. that's right. i was nodding my head like yeah. i mean, you would have been moving my hips like yeah, if i had my blue dress on to xheet with miley with the old devil chronicle

chronicler mitch -- but i said i am not this bullish or bearish or this devilish. my view true to the mantra of "mad money" for 4 1/2 years now is i say bulls make money, bears make money, but pigs, they get slaughtered. and i think as long as we rally above dow 9500, we went down today to 9731. we are being piggish. and we aren't going to be piggish on this show. no. not by the hair of my chinny chin chin. pal. i think you should scale out of the strength and start buying aagain when we get below 9400. now, unlike my friend bert dohmen i have every reason to disagree with people and still be no ad hominem, playing it up here, i do not think we are staring into the abyss. i do not think you need to blow out of this market entirely. i think you scale out of some shares. ewe got 100 shares of google, maybe you sell 25. and i like google. i am not worried about the fed tightening prematurely. uh-uh. no way. ben bernanke knows what he's doing. he's on our side.

i would not have dedicated my new book "getting back to even," comes out next tuesday, to the man himself, i'm not kidding, look at this, to ben "better late than never" bernanke. if he hadn't done such a great job, and i think he'll continue to do so, i'm not worried about housing with mortgage rates below 5%. that's when the buyers come out of the woodwork. i'm not worried about congress. congress is not our friend. jobs unemployment, i am worried. but if we get too worried, we'll look at the rally we'll have missed if the friday's dire jobs number. i am hopeful we'll get some jobs created early next year, and that is enough for me. i keep my eye on gold. gold went bonkers today. and you know what? that's a possible red flag. usually thrown by desperate coaches. but i don't think so. in fact, i just don't see enough negatives to justify thinking that any sell-off won't be contained. usually 3% to 5%. maybe 7% max. really more likely 3% to 5%. we need to be ready noerz, which is why you ring the register as we go higher, so you have cash ready to buy when we go down. that's what i do for my

charitable trust, actionalertsplus.com. i've got to tell you, what i do for charity, so you understand. we're not changing our stripes in the face of dohmen's excellent, excellent arguments and charts, which do, like i said, yeah, you know, i mean, like, you know? okay. as i explained yesterday, stocks are still the cheapest lettuce out there. remember i did the lettuce comparison versus the arugula? and i've got to tell you everything else is expensive. dangerous treasuries and corporate bonds. rampaging gold equity already moved too much for my taste. and possibly dangerous commercial real estate. even after this big run stocks are the best. they're the safest. they're the least expensive. andy boy. and that's a definition of what big institutional money managers want. if you stay tuned, i have the perfect kind of stock to buy in this environment. the bottom line -- it's important to challenge your thesis. that's why i incorporated bert dohmen's compelling technical and fundamental arguments for why the bull could be headed off the cliff. but ultimately i just don't

think it's that bad. i think any sell-off will be contained between 3% and 7% just like all the other sell-offs we've seen since the bottom in march. you have to be ready for it by ringing the register and selling into strength so you can free up cash to buy high-quality stocks on the way down. that does not mean that i think the rally's finished or the bull's about to get torn apart. no. the real enemy, by the way, isn't the bear. it's greed. and you can find that one in the mirror each morning if you aren't taking off some of your biggest gains right now since we still had one more big run toward dow 10,000. let's start with calls. let's go to george in vermont. george. >> caller: hey, jim. how are you? >> not bad, george. how about you? >> caller: good, good. let's get right to the point her here. novat. el wireless makes the device for mobile internet. do you recommend it? >> it's been inconsistent, my friend. but go ahead.

>> caller: sprint verizon, singapore telecom, vodafone europe, canada. they have no debt. foreign cash. there's been a dell 4300 spotted in an fcc application. the ceo is going on and on on the charlie rose ceo, the sprint ceo talking about it. it was more an ad for mify than it was sprint. ? i love charlie. it's like bloomberg's talking to him. everybody likes charlie. but they've had losses. and my companies that i recommend on the mobile internet tsunami do not have losses. so i'm going to take a pass on yours and continue to recommend the ones that i like. i'm going to a familiar face right now. i'm going to steve in pennsylvania, who i think is from hunt val. steve! >> caller: boo-yah, from huntingdon valley. >> i use the short hunt val because steve and i go back to the beginning of "mad money." >> caller: jim, i want to thank you for coming out every day and give us 100 -- 110% every show. and i congratulate you on your new book.

>> thank you. i am the jeremiah trotter of this game. >> caller: i've got a question and a concern for you tonight, jim. >> okay. >> caller: what happens to u.s. markets if the u.s. dollar gets replaced as a reserve currency because of its continued weakness due to fed policy? and how does it affect u.s. companies that are not multinationally positioned? >> steve's got a great question because we hear all day about the weak dollar. how do i feel about the weak dollar? two parts. one, don't go to paris! second is the companies' earnings are all going to benefit. last year they had to worry against the strong dollar. i think the reserve currency arguments are way out of bounds. why? we're the safest, freest, strongest country in the world, and people want our currency, even as we keep printing it. i mean that's correct why rates are so low, for heaven's sakes. let's stop worrying about the weak dollar, talk corporate earnings. and don't -- i'm not talking about partying in the usa right now or with your blue dress, mitch ryder. i'm saying you need to study the charts to challenge your own

thesis on the big up days. we need to play devil's advocate, although you're certainly going to get better orange by halloween. i'm not getting bearish here. i just feel like greed is the enemy, not the bear. "mad money" will be right back. ♪ devil with the blue dress, blue dress on ♪ ♪ devil with the blue dress on >> announcer: coming up, the mobile internet tsunami cannot be stopped. tonight, find out who's putting the smart in your phone. cramer goes one on one with tessera technologies ceo frank no. it op on the executive decision. plus one big name's been left in the dust. cramer gives you one on sale where the price could be right for mad money. and later, jim goes high voltage in an electrifying fast-fire "lightning round." all coming up on "mad money." (announcer) we call it the american renewal

and at ge it means innovating, inventing and building things. it means everything from shipping a new wind turbine every 4 hours to creating some of the world's most advanced healthcare technologies. manufacturing is part of ge's belief that the american renewal is making things right here in america. the american renewal is happening right now.

of course on a big up day the mobile internet tsunami was rocking. but don't expect to hear anyone else talk about it other than on this show. the smartphone revolution seems like it will not be televised let alone written about. but you know what? i don't care. i don't care if it takes everyone else forever to notice this huge multiyear trend, meaning you can buy them now and own them for years. as long of course, as the stock keeps making its money, i which think they will. take testera technology, tsra. this is a speculative component of the mobile internet index, which we originally got behind after it won a big patent dispute with the international trade commission. we have to follow everything on this show. that was may 26th. we recommended the stock's at $20.17. now it's at $28.08. it's up 39% since may. and i do believe it can go even higher. although if you bought this one

when i originally recommended it, remember, bulls make money, bears make money, pigs get slaughtered. maybe you take a lult off because you're up so much. tessera can be one of those companies that can be hard to understand. and you know i believe it's vital to have a good understanding of every stock you own. especially when it comes to something you would be regarding as speculative. it can be complicated. they make wavers. as soon as you think that you think of maybe nilla wavers or maybe even oreo wafers. but most of you when you hear these terms i hope will think about eventually this kind of wafer. i have to make you most sophisticated so you know what you moan. tessera's mainly a semiconductor miniaturization company or semiconductor packaging company. in english it means it develops and licenses technologies that allows the gadgets that you use, the gadget makers to produce smaller technology by reducing the number of space taken over by chips. it also allows gadget makers to nut smaller, less expensive

zoomable cameras. we'll show them. in everything from the smart phone and mobile internet tsunami to dumb phones. tessera had a very positive analyst day. and a lot of you told me you've got to get the guy who runs it because often companies save big news for events like this, on analysts day it's a turn for the company to go down the runway at the wall street fashion show. tessera boosted its third quarter revenue guidance, how much do we love, that thanks to better vomds in its microelectronics business. dram, that's a kind of memory. and wireless chip segments. and its imaging and optics business. where tessera has the technology for smaller, cheaper cameras. expect to see its revenues go up from 28 million annually now to 100 million for this one division by 2011. that's a gigantic increase. you can bet a lot of it comes from the mobile internet tsunami. just about every mobile device now has to be equipped with a camera. tessera also expects to announce another big licensing agreement along the lines of one it recently made with samsung and toshiba by the end of the year. hey, there's a catalyst for the stock.

but the big, big technology tessera's been talking about lately is silent air cooling. another thing we've got to learn about. it's an ionic cooling system. not like ionic breeze from the late unlamented sharper image. this replaces the exhaust fan on laptops. another small device. remember how hot your computer can be when you put it on your lap, a laptop and you're like burning? this removes about 30% more heat than a traditional fan, allowing the device to become even thinner. management is looking to have some initial design wins in this business come the second half of 2010. tessera's up big from where i initially recommended it. that said i think it's still a strong story. but don't take it from pre me. let's find out from this company. let's hear from the ceo of tessera technologies, a seasoned hand with many companies under his belt that have made fortunes for people. welcome to "mad money." >> i'm a little conflicted as to whether to say hi or boo-yah, jim. >> i think the latter's better. you obviously are a fan of the show, and i like that. let's get right down to it. your company is very well known

among my hedge fund friends, my mutual fund friends. i don't know a lot of vingz who own the stock. >> that's a great lead-in. we're actually 97% owned by institutions. the top ten holders own 50% of the company. 15% of which are index funds. >> it's an early growth company and they don't know that. >> very small retail base. and the reason is the technology is complex but the business model is very simple. we invent to monetize. >> you -- >> we invent to monetize. we're the edison lab of the 21st center. we take an invention, put someroad in it, monetize, it sometimes manufacture it in limited quantities do learn how to do it. then instead of doing those huge capital investments and hiring a lot of people, we license to others. >> you're a patent company. you have great patents. >> well, we do have great patents, but we're an innovator. >> okay. i look at a blackberry, and look, we're agnostic, right? it's not just blackberry. >> could be anybody. >> and i know i can get a darn

good picture. i go to a sporting event, everybody's staking pictures. people don't take cameras around. you still have cameras traditionally at home for highest quality, but i typically like this. how big is my camera in there, and what do you make of it? is it all yours? >> about half the cameras being shipped in the world today, the sensors are packaged in our technology. so this could very well be a sensor package using our technology. this is a traditional camera module today. >> that's the size of the camera now. >> now, where we're going and what we've introduced and developed is a new lens system to go on that sensor packaging technology, and that's the size of the camera. >> that can take a picture? >> oh, absolutely. >> same quality as -- >> yes. same quality. it's a lens on there that's equal quality to that. and the size is approximately 1/4. the cost is 1/2. the manufacturability, this can be manufactured in one pass. as you can see, there's a cable on here, so you know it's going to take at least two passion passes to manufacture that. and this is more reliable and

will last longer. >> so what will happen is again i -- let me ask you point blank. am i too ensthuvth? you watch the show about the mobile internet tsunami. when you look at something like this. >> if you believe in mobility, you believe in wireless, you believe in compactness, thin week, riding a wave. we're not creating markets. we anticipate a market over the horizon. we're a long-term investor. we're not an incrementalist. we make big bets. we make revolutionary breakthroughs. and then we own a market. so for example, every dram chip shipped in the world today -- >> dynamic random access memory. >> right. memory chip in a commuter. the vast, 95% of them have our technology in them. we've shipped 32 billion chips with our technology in them. >> tessera. but no one's ever heard -- >> we get a royalty off every one of those chips that are shipped. >> why don't people know about you? it's crazy. >> well, the complicated story as far as technology goes. >> you're talk about ionic system that makes it so my

laptop -- and i imagine my netbook too -- >> we believe thin is in, right? thinner is better -- >> except that crummy -- >> as you lose the fan it lose its efficiency. it's going to do less air if you do this. then you're going to have to run it faster, so it's noisier, uses less power and is less reliable. a couple years ago we decide into vent a silent air cooling system no, moving parts -- >> i could sit there with my camera man while we're watching a game or something -- you don't just invent things. who was doing the inventing? >> we have a company that has 260 r&d people. >> your smart kids, what do they do, come out of engineering school? where do you get them from? probably -- >> 20% of our entire employee base are ph.d.s and they come out of basically the semiconductor industry. we did a survey of what was out there. we saw that there were some

patents -- abecause patents do reveal people's inventions. and we saw people were patenting technology in the silent air cooling area. so we approached them to get a license and they ended up selling us those patents. so we bought them. we've invested two years of r&d and we're very close to productizing the product. it's thin, it's very efficient. it doesn't have the form factor limitation of a fan. there are no moving parts. it's highly reliable. and it uses half the power of a fan. >> you want it and dell want it and -- >> i've never seen a product where we had one article appear in "discovery" magazine and there was just an uproar of interest. there were airkt lz, ionic swind here. there is a demand. we've anticipated a market. there is a market. we have to finish productizing this thing, license some of the oems or odms and it will start hitting next year. >> one last question as i try to teach people things. i have always felt ahead if i can get ahead of a new product cycle like i did with the intel 286 you can make a fortune.

is this the kind of thing that could be a multiyear product cycle? >> absolutely. our product cycles tend to be ten years. we're just at the beginning of the wafer-level optics. we've put a public stake in the ground. we're looking for around 100 million in revenue from that division, up from 30 or 40 million. >> hank nothhaft, president and ceo of tessera tengz. thank you for explaining. now people know, especially on a shaky day, that's when you make your move. after the break -- >> like you told your people, do your homework. >> the guy is like a boo-yah -- he's like a cramerican. after the break we'll try to make you more money. >> announcer: coming up, after a big rally on the dow, one big name's been left in the dust. cramer's giving you one stock on sale where the price could be right for mad money. and later, lightning strikes. cramer goes electric, taking all your calls in a spine-chilling, overcharged "lightning round."

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we don't do that. you know, the next day, tomorrow, you buy quality merchandise that didn't participate in the move. stocks that lagged the market and were up much less than the benchmarks, which of course is wall street gibberish for things like the s&p 500, dow jones index, the nasdaq index. in this market a rising tide

doesn't always lift aw shipll s. and you want to find the high-quality ones that have been left behind, especially when they should have been on board and up big, not stranded on bear island. so instead of celebrating today's rally, which doesn't help us at all, i want to celebrate a great stock that for no particular reason i can discern -- and i made dozens of calls on this today. this stock lagged the market and was actually down at one point earlier, down a point. almost a point. the stock is visa. letter v for all you home gamers. if you take this number down and you use it, it won't get you anywhere at all because i've learned my lesson. i no longer show my real card. this is up only 10 cents. up 10 cents in a day where the s&p 500 roared 1.4% today. i like visa so much that i own it for my charitable trust, actionalertsplus.com, where i send out an e-mail before i make

my moves so you can follow along and move ahead of me. now, i have been waiting for the stock to pull back enough to recommend it on the show. and given that it's pulled back from its 52-week high of 74.99 over the last couple weeks to $68.26, given it has lagged the market during today's monster rally, i think you've got a great entry point here. and a little advance of "getting back to even," the new book that comes out next tuesday. visa is one of the 12 stocks i highlight as great plays on the recovery. this company is one of the longest-term secular growth stories out there. that's the kind we absolutely love on "mad money" because they don't falter if the economy gets crushed. crushed again. remember, this credit card company is nothing to do with lending people money, thank heavens. it has nothing to do with default. it's all about one thing. the switch from paper to plastic worldwide. everybody's doing it. visa is the single best play on more and more people using credit and, more important, debit cards to buy things instead of having cash. cash is no longer king in your

wallet. it's too fat. this is a huge worldwide trend. visa's the number one player. massive 60% of the electronic payment market. really incredible. this is the top dog in a slap-happy oligopoly with mastercard, american express, and discover. this is a business with incredibly high barriers to entry pup can't just set up a global electronic payment network overnight to compete with these guys. and that means gigantic profits for the existing players, who don't have to worry about pesky things like competition. nobody's going to use the joe schmo credit card, especially in a year of identity theft and bank collapses. now, we know visa's one of the top brands in the world. instantly recognizable in just about every corner of the globe. it also has double the market share of the next closest competitor of debit cards in the u.s. triple the market share of the next closest competitor worldwide. debit cards ray gigantic part of the story because they're the most logical substitute for checks and cash. transactions on them, on debit cards, are expected to outgrow credit cards for years to come.

that's one of the reasons i like visa more than mastercard, for instance, because there's a higher mix of debit card exposure. you'll call on the "lightning round" and say which do you like veedsa or mastercard? i like visa more. oth 50% of -- 15% of its total volume debit. debit cards are the next leg of the transition from paper to plastic. visa has much more exposure. don't forget debit cards are one of the biggest trends going in a more frugal world too since the worldwide garden variety depression. see, we can't overspend what we don't have in our checking account. another great thing about visa, it's the only one -- just became for profit. it wasn't for profit. just became for profit in the ipo in march of 2008. before it demutualized, that's the technical term, visa had been a non-profit cooperative. and what that means for the company now is it has a lot of low-hanging fruit. non-profit cooperative, they have a lot of people for whatever reason that weren't making a lot of money there. now they dish hate to just sing

the praise of having to fire people. but they can restructure. of course as i write in "get back to even," visa's a terrific recovery play or at least a play on people spending more money and despite last week's lousy employment number indicating the economy may be stalling out the economic rebound worldwide will eventually mean a huge surge in the amount of money people spend. you want to get in ahead of that. a huge surge in the amount they spend on their credit and debit cards. that's important. 40% of visa's revenues come from service fees based on the dollar volume of activity. revz come from procerevenues co processing payment card transactions which which is purely about the number of transactions not the size of them. all the companies get dinged back on september 25th when senator chris dodd made moves to attach legislation regulating interchange fees to the credit card bill. that's in the works in the senate. but interchange fees are how the banks that issue credit cards get paid. not the actual credit card

company. visa still hasn't recovered from the beating it took because of the senator dodd amendment. and you're getting a great opportunity to buy a stock that was sold off because frankly people don't understand how visa makes money. plus, i wouldn't worry about the credit card bill. even with the current bolshevik -- even with the democratic congress, because health care seems to be really their only priority, it's the only thing they seem to talk about. visa, it's everywhere you want it to be. except congress. another reason i like visa is it's got great visibility. what does that mean? that means you can see how much the company's going to make years and years down the road. in the last quarter the company re-signed 11 contracts with credit card issuers that represented 26% of the global volume, 36% of its u.s. volume. it has no major contracts coming due for another two years. so you're not going to lose a contract with a big bank. visa has locked up 75% of its volume worldwide. very few companies have that level of visibility in this environment. and the street is willing to pay up for companies where they have a good idea of whaern what the earnings will be in the future.

something that should help the company expand its debit card program along with more exposure to faster growing emerging markets than mastercard main competitor. 24% of visa's revenues come from asia pacific region. you fwhoe think that communist china is the engine of the global economic recovery. it's got great growth, emerging growth, and it's beating mastercard in that market. 20 times earnings. given that visa's traded as high as 110% premium it's got a lorm growth rate of 20% i see the stock trading much, much higher. here's the bottom line. what do you do on the day after the big rally? you buy the stocks up huge? no, you buy the stocks that were left behind as long as they're quality. the ones that went up much less than the market. in other words, buy visa. don't leave your portfolio without it. let's go to shawn in indiana. >> caller: hey, cramer, big southern indiana boo-yah. >> holy cow, we've got to get there. that's one of the places we're looking at.

>> caller: questions about harlem payment systems, hpy. a while back they were hacked by the hackers. since then he's pled guilty. they've upgraded their security system. they've gotten kudos from a couple different companies. what do you think? >> you know what, i don't know it well enough to make a judgment versus visa. you know what we're going to do? we're going to do a head-to-head analysis of their global payments versus what heartland's got global payments, and that's what we'll do. rather than me saying the stock's down a lot and i've got to check -- and it looks okay. so let me get back on heartland payments rather than just telling thank you looks real good because that doesn't do any good for anybody. let's go to lee in ohio. >> caller: boo-yahski, comradeski, cramerovich. >> let me get the chairman. what's up? >> caller: from beautiful dayton, ohio, the land that has been exploited by rapacious

post-industrial capitalists. >> the staten flyers? yeah. they moved -- some georgia politician got mcr out of your town. >> caller: that's right. might as well make some money on it. >> slovakia, wherever it was, serbia. you saw world peace and then they take your largest company and move it to georgia. >> caller: there you go. and you make money off it if you hope 37 right? >> yeah. but you do have a great university. how can i help? >> caller: do you think that ncr's global positions and their new research in smart credit cards maybe and the move to atlanta might outweigh the downward price pressure from the conglomerate monopolistic financials? >> lee, i have looked at this company so many times in order to think about recommending it on the show, and you know, every time i did it i come back and it's not the concerns you raised. they're positive. but i think bill moody, he really has his work cut out for him because they're selling into retail and banks. and i can't think of two more challenged businesses. unless he was selling them into

like first-time mortgages. so no. we cannot endorse ncr. they should never have moved because we like dat dayton that after a big rally you want to consider the stocks that were left behind, not damaged companies but damaged stocks. that's visa. letter v. stay with cramer. >> announcer: next -- try to keep up with cramer as he takes your calls rapid-fire in an all new "lightning round." all coming up on "mad money." psps you this is my small-business specialist, tara.

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it is time. it is time for the "lightning round" on cramer's "mad money." what's that? rapid-fire calls where you say the name of the stock i tell you whether to buy buy buy or sell sell sell. i do not know the callers or

stocks ahead of the time. my staff prepares the graphics on the fly. we play until we 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." why don't we start with glenn in new york? glenn! >> caller: how about a down on business boo-yah, jim? >> right back at you. >> caller: you give it to us straight, you make bold predictions, you're right more than you're wrong. those who krooit criticize you just aren't paying attention and it's their loss. >> thank you, glen. >> caller: i'm long potash a month ago. you saw your day of atonement show. sold half my position real quick. and i saw mosaic doing the same thing today. should i sell the short covering rally -- >> we've got monsanto is going to give us a view of things. i am very worried about this group. i'm very worried about ag in general. i cannot countenance owning these stocks except for tnh. i screwed up.

i said the whole show about how i screwed up. i might as well reprise it. let's go to brian in minnesota. brian! >> caller: how about a minnesota twins or minnesota vikings boo-yah? >> i've got to tell you, yes. let's do the vikings because i have berrian in my pool. okay, go ahead. >> caller: my stock is bke. >> this thing's hot as a pistol, one of the few retailers going through the -- totally unscathed. my hat's off to them. i want to continue to buy it. i know many people say it's already on the move. quality retailers like this stay quality. brian in new jersey. >> caller: boo-yah, jim. >> boo-yah, brian. >> caller: red hot, rht, good into next year or -- >> yeah, i listened to the ceo today. i think it woz was bob pisani interviewed red hat. a lot of bears criticized me. i told them, man, listen, get bullish stop yelling at me the story's a good one red hat goes higher. let's go to roger in michigan. roger. >> caller: hi, jim. my stock is bgf.

bg foods. >> controversial story because we've got that high yield, but remember we had the ceo on. the stock was lower. what was the fellow's name? david wen? yields well, doing a conversion. i continue to be behind the stock. i like that hybrid security. more than i like to comment. diane in minnesota. diane. >> hi, jim. a big viking boo-yah to you. >> i'll give you a bronco boo-yah or giant boo-yah right back at. >> caller:ty thank you. i'd like to know cga, china green agriculture. >> this is just way too speculative. we're only recommending a couple chinese stocks. i'm not going there with this one. you've got to be very careful. >> don't buy. >> let's go to brett in tennessee. brett. >> caller: hey. got a first-time boo-yah from a new investor. >> well, i like that. i like a first-timer. what's on your mind? >> caller: what's on my mind? i got a company, atvi.

it's activision. i'm expected a boom in the fourth quarter. let me know that i'm right. >> it's bobby kotick's stock. i've known bobby for a long time. however, that business is out of favor with mep i do not like the gaming business, don't like the people that selling the games either. nice people, but i want to sell that whole industry. donna in new jersey. >> caller: hi, jim, big boo-yah to you. >> boo-yah to you, donna. >> caller: question for you. i know in the past you've liked hudson city bank corp. do you still like it? >> yes, do i. very conservative bank. people don't want conservatism right now. they want explosive earnings. they're not going to get it from ron amants. the yield is good, stock is good, i want to be in it. "lightning round's" not over until i tell people to check out tonight's trivia question. and stim with cramer!

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show chris from pennsylvania stumped the chump. he asked about onova solutions. i wasn't familiar enough with the name. so we did our homework to come up with a decent response. this is a $300 million many capitalization business. $7.02 stock. so keep in mind, it's really speculative.

it's 50% of its sales from making immulsion po polymers. it also makes decorative laminates. this is a housing player right? what do i think of it? it's had a big run. on wednesday, the stock closed at $6.48. it happened to be up 27% from the day before. after putting up very strong third quarter. it beat the street's consensus by 8 cents. since then, the stock is up even more. year to date, it's up 932%, our viewers know a good stock. goes without saying if you already own this stock and you racked up these huge gains, it's time to ring the register, take some off the table.

that said, i think omnova is still worth buying, but only on a pullback. but because it's so small, it's clearly a speculative play. it's had account wins in both new markets and core business. even though it's had a huge run, the stock is still cheap, 17 times expected 2009 earnings. it's going to grow 67% from this year to next. obviously a great spec but way too hot for this guy.

last friday, i said if we get a stock quarter from yum which is kfc, taco bell and pizza hut, it could ignite the restaurant group. look for the restaurants to rally tomorrow. i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money." don't be greedy. see you tomorrow.

up next on "kudlow" the dollar's demise, gold is soaring, stocks are roaring. mike pence on tax cuts and growth.

the demise of king dollar according to one newspaper, "the independent." secret talks with russia, china, japan and france to stop using the u.s. greenback for oil trading. well, where there's smoke there's fire and the dollar is in a heap of trouble. is gold becoming the new world currency? we will debate. and stocks are up big. gold hits a near record. the dollar falls and investors are looking for big earnings numbers plus, a stimulus package from team obama. why not reduce tax rates to provide supply side growth incentives?