they also have real upside when they are hammered down. as we saw between the bottom friday and the bell today. you've got to be willing to live with some trepidation, and you need some fortitude to buy stocks into weakness. to paraphrase and elaborate on superstock guru jay-z if "empire state of mind," an important tome for this industry, if you can never sleep at night about your investments slip yourself an ambien or get yourself into cds where there's no real upside or down side either. why do i bring all this up? i bring it up because once again i am being blitzed, attacked by negative e-mails. cat calls accusing me of all things -- >> the house of pain. >> of recklessness. by allegedly leading home gamers like you astray for recommending that you buy into some chaos. see, on last night's thursday show -- which i did not think thursday's show was controversial when i did it, i suggested that you step in at the ugliest moment in the banking group and despite the

cacophony from washington of all sorts of negative proposals for financial regulatory reform that i predicted would be the in newspapers the next day, you should buy these stocks. well, because it is always darkest before dawn. and believe me, i know. even though i do need a nightlight at moments like, this maybe a spongebob one or perhaps a barney, maybe my old scooby doo, i'm getting the same negative reaction now for recommending the banks as i did last october, when i suggested that the worst might be over for health care. and a good company like wellpoint, with a great balance sheet and the best management in the hmo industry, was a strong buy at 47.50 when everyone felt it was going to be turned into a non-profit blue cross/blue shield. i told you to plunge into the negativity and bet that the washington chaos was already baked into the stocks. the cat calls, mostly from highly paid professionals within hedge funds but also from regular twitterers and facebookers -- is it called facebookers? i'll have to ask my 18-year-old.

anyway, it began immediately. the gist, i was hurting you. i was hurting you with my thoughtlessness and dangerous, unthought out call to buy. but you know what? that point with wellpoint, it turned out to be the bottom for health care. the bottom. bit time i said enough was enough wellpoint had gone up to 65. over 17 points made by stepping in at the ugliest moment of the debate. i am now perhaps thinking the hedge funds who decried the calls were short sellers trying to get me to change my view. i will not take counsel of these short sellers' fears when i think i am right. and now when it comes to the banks, i am detecting a wellpoint moment, where the posturing has gotten out of control and the anger at the banks is unfathomably deep. the criticism of my buy the banks call has become so ugly that it reminds me exactly of wellpoint, not to mention the derision i suffered when recommending huntington banc shares when it was supposed to be at death's door at $4 and then $3, where you then caught more than a double. why did i do something so

allegedly reckless as to stand here on thursday and tell you to buy the bank group into friday's horrible market? because i think that a core consensus is being reached in washington behind the scenes, not on the front page of the papers, that simply isn't that awful for the banks. despite all the nasty headlines and sniping by senators trying to make a name beating up on these financials. more important, after a weekend in washington, i got an earful of chatter that makes me feel even more strongly that i was right on thursday and that the legislation will be benign for the industry. i believe that the most likely bill to pass is the one that senator dodd initially submitted, a piece of legislation that is endorsed by sheila bair from the fdic, someone wide lly regarded as a goodie two shoes tough on banking as well as tim geithner, the treasury secretary, a bill that the republicans, who do matter, can live with. see, unlike health care the administration's gone pretty bipartisan on this one, for whatever reason. and the president, as we saw with health care, ultimately does get his way.

this bill's not going to cut the numbers for the banks. now, here's a new one. i think yit could end up boostig them. my issue with the banks like with well point is you that didn't know clarity was upon you in the midst of the sausage being made in washington. so you had to anticipate clarity. it's a simple proposition. if you wait until all the bank analysts say that it is all clear to buy jpmorgan, bank of america, morgan stanley, or goldman sachs, which is being downgraded by everybody, thanks a lot, you will have to come in at the equivalent of $60 for wellpoint instead of $47, and you'll make three bucks. okay? not 17 bucks, 16 bucks. i'm sorry. i want to make the 16, 17. i don't want to make the three. does this mean jpmorgan can still trade down to $40 as the heat grows and grows and throws you off the cent? sure. but does that mean you sell jpm? just the opposite. you keep buying it on weakness. it will be a real gift.

that's how strongly i feel about jpmorgan, which is why my charitable trust, actionalertsplus.com, owns a ton of it. maybe my biggest position at the end of the day. look, the essence of good investing is anticipating when the worst is not going to happen. my career is littered with these kinds of moments. tobacco cases that were supposed to wipe out altria, the old philip morris, where you had to load the boat up. amd legal triumphs over intel that were supposed to cripple the chip giant. credit card legislation that was supposed to destroy capital one. drug legislation that was meant to annihilate merck and pfizer. and cholesterol bungling that was supposed to lay to waste schering-plough. remember bausch & lomb, they came out with a solution that allegedly caused blindness in people? schering-plough, pfizer and merck, from 2003. think about these moments. al tree was then at 18 going

to-40. we've been here again and again. we've seen horrible headlines in the front page of the "new york times" that turned out to be buying opportunities. in each case a preponderance of people called the ode to buying a reckless story. sometimes i just plain tire of it. but you've got to summon your strength and accept the fact, particularly in my case, that it is exactly what i would have done at my hedge fund that i retired at at the end of 2000, where i was able to raung annual gai gains for my clients of 24% after all fees. using the same keys here. even though the government 15 months ago created behemoths that boosted those deposit shares. fear every part of the volcker rule even though lloyd blankfein of goldman said he could live with it in a weekend interview despite the fact his bank would be most hurt. get angry at anyone who suggests a wellpoint moment. do what you want. i made a judgment based on my past history. the banks will not be broken up.

our banks will not be put at a disadvantage relative to deutsche bank or ubs or credit suisse as the papers indicate and as what senator dodd is most again -- against. secrecy it's just not going to happen. sure, that judgment, could it be off a little by a point or two? and it certainly requires fortitude because it seems so against the odds. but you can't go against your judgment just because the moment seems too risky. it's the judgment that got me here. if good investing weren't risky then everyone would outperform every index and everyone would be rich whoever bought a stock when it was going up and everything looked perfect. here's the bottom line. if you want to do better than the averages, you've got to take some chances. right now i think that the banks are in the same position vis-a-vis washington as wellpoint was back in november when it was trading in the 40s. this is the time to buy the banks, not to sell them. when the negativity is in the stocks but they don't reflect the coming clarity from congress. and the relief i am expecting over the next month. don't be misled.

taking a chance on the banks isn't reckless. the most reckless form of investing in my world is to say i'm going to wait until it's at last all clear. because you are never going to outperform risk-free securities if you wait that long. that's total irresponsibility masquerading as prudence. don't fool yourself. you're not really investing if you're getting 1.5%, which is the current risk-free rate on cds. you are gambling that you'll never need more money than you already have. i say don't gamble that way. unless you don't need to make money. you've got to take some risk and invest when everyone's most fearful. that's when you get the biggest gains. joseph in new york. joseph. >> caller: ba-ba-ba-boo-yah, jim, from brooklyn, new york. >> can you beat a stuttering boo-yah right at the top of the show? i say no. >> caller: thanks, jim. i'm calling about coinstar inc. >> yes. >> caller: i'm wondering what you think, if it's a buy right here with the recent quarter.

it looks like a cash increase. want to know your thoughts. >> it is a blowout quarter. we like coinstar here but we compared it neck and neck with netfl netflix. i saw another guy go out of the blockbuster, or the hollywood, went out the other -- or at least bankruptcy. i shouldn't say went out. i think coinstar can go higher because i think the red box is worth more. i do prefer netflix at 100 because i think netflix is growing faster. they are both buys, but it is not prudent of me, just like it's prudent of me to recommend the banks when they're getting killed. it is not prudent of me to recommend coinstar after it just tacks on 17 straight points. let's go to bobby in california, please, bobby. >> caller: hey, jim, from the high desert wanted to give you a big boo-yah. how's your day going, buddy? >> the day's actually pretty darn good. you know that? >> caller: that's good. hey, all right, zion bank corp. i've been doing really good with the stock for some time. in your opinion, will this new financial issue help or hurt my stock? >> holy mount zions been

doing -- that's a reference toy abob marley song. zions been doing a dribble-out of stock. we had the ceo on. i bet you i could probably find his -- we have a wall of -- we have a starwalk here that's kind of like sinatra. where was sinatra? anyway, the guy -- the ceo was here. and he told a great story. and the tstock was at 14, 15. it's doubled. i think zions can go higher. i don't like it as much as huntington or jpmorgan. but zions was a winner, and it was a good one. if you want to make big money in this concrete jungle of a market, you have to learn to take some chance ppz now is the time to consider the banks. everyone hates them. that's when the best money is made. "mad money" will be back. >> caller: coming up, earnings update. lots of companies beat this quarter. but all this week cramer's got the stocks that could be winners all year long. tonight, you don't want to miss jim's getaway plays that could have you cruising for profits.

and later. up to par? one stox und one stock's underperformed its peers recently. is this the perfect opportunity? cramer's covering all the bases to see if this stock's ready to run. coming up on "mad money." 1,400 lbs of cargo. but only one can do it while driving on electricity. the gmc sierra hybrid.

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♪ we got the beat ♪ we got the beat, we got the beat ♪ all right. here's what we've been doing. we've been combing through all the earnings reports from the past month now that it's over. all of them are from april. in order to make sense of what i regard as the total cacophony of information -- >> buy buy buy! >> sell sell sell! >> think how hard it is to think during that period. but we've now sat back and wrecked a lot of weekends doing this, and we're trying to isolate the meaningful patterns that can help you try to make money from the sound and the

fury. again, this is the job of the investing coach. we look for what's known as the biggest beats. the real ones. not the phony ones, where the companies throw out some easy projections and then top them. that is a common game. we look for individual companies that actually crushed the numbers. that's the cliche on wall street. the ones that trounced the estimates by the big analysts of the big firms. the ones that did it by the largest percentages. then we put them all together to identify the sectors that had the biggest earnings beats. and once we found those sectors, we took a deeper dive into the fundamentals of the sector in order to get a more complete idea of the trends that powered the upside surprises to be sure they weren't one off or isolated. so each day this week we're going to give you the product of that work. we're going to introduce you to one of the five biggest earnings beat sectors that led during the reporting season last month. either because of mammoth comebacks or on the account of

the fact that the analysts simply could not imagine the industries have just done so well. now, when we looked at these, we did percentages. we also did a lot of subjective work to get the best names for you. so the top beat, the number one industry of the previous month for this quarter is travel and leisure. nobody believed the travel and leisure sector would come back. but not that long ago literally, i mean, this t & l business, i've got to tell you, it was completely and utterly on life support. there was what's known as a dnr, a do not re suss tait order. no one thought these could come back. but as it turns out, reports of the travel and leisure industry's demise were greatly exaggerated. much like gilded age stock seer mark twain. in fact, this business is not only alive, but based on the huge beats from royal caribbean, starwood hotels, and travel zoo i would say it's alive and well.

now, just this morning goldman sachs put out a real great piece of research after meetings with the management teams at marriott, hilton, and host. reported that growth in revenue per available room, that's a hugely important key metric, i always try to tell you what the analysts are looking for, what makes stocks move. that's this revenue par in the lodging business that's correct what makes it matter. that grew much faster than any management had expected. and over the past four months short-term bookings have sharply accelerated. in other words, the travel and leisure business is on fire. it's the strongest industry we see versus the expectations. i want you to look at some of the numbers. last wednesday royal caribbean, one of two premier cruise lines in the world, posted its first quarter results. they earned a penny per share. all right. that doesn't look like much, i know. but that's six cents better. people were thinking they were going to lose five cents. that's a big what's known as delta. revenues rose 12.1% versus the year before. booking volumes increased 20% from the beginning of the year. net cruise cost per average passenger cruise were down 2%,

2.2. all better than expected. the very impressive royal caribbean is already up. it's not a lot of value added. we recommended it at $15.86. that was may 11th a year ago and we'd be recommending it now on the strength of its huge upside surprise. but there's a ton of new cruise ships coming on. and that's quite different from the hotel biz where demand is now outstripping supply. because until very recently there had been very little new funding to build hotels courtesy of the financial crisis. how about this travel zoo? online company that helps travelers find deals on hotels, flights, cruises, all kinds of vacation, entertainment offers. last monday traveler zoo reported earnings per share of 15 cents. that's an 8 cents beat. come on, people, looking for seven cents, right? on stronger than anticipated revenues up 20% year over year. i've got to tell you, that's staggering. for those who want to play the future, there's a trade here. hi hyatt the big hotel chain reports this thursday. i think it could be huge. they beat last time causing the

stock to jump 4.3%. that was a day when the s&p was down .2%. it could happen again. we like the stock very much for the speculation. however, there's the company that reported the biggest single beat in a sector that was full of them and it was cramer fave trashes a travel and leisure name starwood hotels. the aptly tickered hot. you probably know it as westin, meridien. they shot the lights out, delivering 13 cents per share. that is 11 cents higher than what the analysts were looking for. they were looking for 2 cents, you get 13 cents. and that was on a 5.3% increase in revenues. that was by far the best beat of the whole month of april. starwood is now up -- i'm not kidding. when you hear this number you're going to say this is why i like stocks. it is up 45% since we recommended it as a no hair company. when was that? march 1. it's up 45%. it was at 38.80 then. and after its latest quarter one

with no hair on it i think the run is far from finished. especially since in the conference call which i read on the bike this morning at 4:30 when i was working out, i read this conference call, i said holy cow, starwood's management indicated there's late-breaking corporate travel and this momentum has continued in the second quarter. beautiful conference call. the company also issued incredibly strong guidance for the second quarter and the full year. revenue per available room at same-store companies operating hotels, that's again the important metric for lodging, forecast increase 9% to 11% in constant adollars. and management franchise revenue projected to rise 11% to 13% during the second quarter. double digit. best of all as the quarterly results in the conference call confirm starwood has years and years and years of growth ahead. as it's well positioned to take advantage of what could be a multiyear lodging upcycle thanks to recovery from depressed demand, low supply, remember they're not building a lot of hotels anymore, exposure to the highest price points where comparisons are easiest, and international markets, where

growth is strongest. on this call, again, i told you this was this great conference call, starwood management told us the pent-up demand they had hoped for has materialized as corporations spend money on travel again. luxury occupancy rates were up 20%. corporate transient revenues from london and paris up 43%. down and out in london and paris? more like checked into a starwood hotel. and new york occupancy rates are back near precrisis levels. forget all that. strongest region was asia, where revenue per available room was up 16% for the quarter, an astonishing 20% in april. they're going to open 30, 35 hotels in asia just this year and has a pipeline of 50,000 rooms. in india starwood plans to open six aloft brand hotels by 2012. in china the company has over 50 hotels, expects to build another 80 hotels. that makes star w50d a fabulous play on the growth of the middle class in developing countries. it's one of the first things people do when they have disdisposable income is take real vacations.

here's the bottom line. no one believed the travel and leisure business would come back, let alone come back hard. but the earnings beats in this sector proved the expectations wrong. hey, listen, this business is in great shape. hyatt, best trade for the week maybe. but we think starwood's huge earnings beat -- well, let's just say it's going to give us a fantastic 2010 and 2011 for those of you long-term shareholders. hot is back. after the break i'll try to make you even more money. >> announcer: coming up, up to par in one stock's underperformed its peers recently. so is now the perfect buying opportunity? cramer's covering all the bases to see if this stock's ready to run. and later, cramer takes all your questions and gives you the quick-fire responses you so crave. cramericans, we want to hear from you. so send jim an e-mail to madmoney@cnbc.com. and stay tuned for some rewarding replies on "mad mail." all coming up on "mad money." boss: y'know, geico opened its doors back in 1936

and now we're insuring over 18 million drivers. gecko: quite impressive, yeah. boss: come a long way, that's for sure. and so have you since you started working here way back when. gecko: ah, i still have nightmares. anncr: geico. 15 minutes could save you 15% or more on car insurance.

sure, the shoe bull market has already made you a lot of money. the skechers up 17%, steve madden, shoo up 35%. and dsw, discount shoe warehouse, up 20%.

since we corralled this bull just back on march 22nd. but you know, there's one shoe stock that has lagged the others. even as it's the best footwear company on earth. and my favorite stock in the group. i'm talking about nike. symbol nke for all you home gamers. this stock is up a mere 5% since we realized footwear was en fuego. but one of these days these nikes are going to walk all over you in true nancy sinatra mode. and i think that day is coming. and that's why right here right now i am suspending one of my cardinal rules and telling you i think you should buy some nike before wednesday. if you don't own any. normally, my rule of thumb is to not look like a total idiot and -- normally my rule of thumb is to wait at least five days for the stocks to come in after i recommend them. but in this case we just don't have the time. yes, i know nike was up big today. but i am betting without a doubt

that tomorrow on some profit taking this stock will come in and that will be your chance. you see, nike's about to have a big analysts' meeting at its investor day on wednesday, and i've got to tell you, if history is any guide, i mean any guide at all, this stock is a huge buy ahead of the meeting. why? well, among other things, goldman sachs had a very interesting note about how nike's stock averaged a 1% gain. 1% gain on the day of its investor meetings and then a 3% gain in the two weeks afterward. these are hugely bullish affairs. we have not had one in three years where the company gets to talk about everything great that's happening and you know what -- hey, just a sec, i think i have to adjust my mike. there we go. and given how well nike, mikey-s doing right now, i think this analysts' day is going to be even more positive than past ones that have produced really fabulous profits. remember, it's been three years. okay? now, nike reported a terrific

quarter on march 17th with earnings coming in at $1.01 a share, 12 cents more than wall street's 89 cent comparison. that's a good beat, not as good as the ones we talked about earlier. the company's gross margin, what it makes after sales was up 300 basis points-o three percentage points, and that was lean commodity costs and leaner inventory. how lean? remember i told you it's determined by how little inventory you have. nike yees inventory was down 13% year over year. that means he dhoent have to have discounts or huge promotions and fire sale excess merchandise. you're not going to get these really cool -- i mean, i know. no one's that -- is cooler than i am. but you're not going to get these really cool sneaks for less than what they're selling for retail. instead they can sell the product at full price. direct to consumer sales which includes nike yees own stores and e-commerce business up 19% overall. 20% in north america. 50-550 basis point ex-ppansion gross margins. they help nike set itself from

other abrands. online sales where you can get your own name on the sneaks, they're up 25%. that is huge. all these numbers were terrific. but the key metric from nike, again, remember i'm always trying to tell you what the analysts and hedge funds are keying on. it's something called futures orders. the results from the company's program that allow retailers to order merchandise five to six months in advance. and for the latest quarter nike's global futures were up an astounding 9% year over year. or 6% if you adjust for currency. that's still good. these matter because it gives you a good sense of what nike's sales are going to look like in the future. north american futures up 3% compared to down 3% in each of the previous quarters. this tills a turn in the business has arrived. maybe that's why they want that analyst meeting for the first time in three years. what's really driving egg nike growth is international. company guess 65% of its orders from outside north america. futures order grew 9% in china up 36% in emerging markets. you can bet nike's going to tell us more about the strength of its international business on

wednesday. i think that's going to be the focus. i think we're going to hear some incredibly bullish things when they hold the investor day wednesday. we could learn about what nike intends to do with its $7 a share in net cash. especially given its free cash flow rate has nearly tripled. we can hear about their plans to expand in china. i've got to tell you, this is a phenomenal chinese story. i mean, you've really got to be there just for this. do you know that nike's going from 300 cities in china to 500? that's the birnlgon's middle class i keep talking about 300 million strong. they're going to start buying the best brand name in the shoe biz. we might hear about the hunl catalyst coming from the world cup next year, that always, always boosts nike's sales, sponsoring nine teams, especially since the company saw a 15% increase in soccer shoe sales. 30% increase in soccer shirt sales during the world cup. okay? nike's already confirmed the gross margins next quarter will be well above the prior year. again we care about how much you have left after the sales for profits.

it's emphasized the growth in revenue profitability that it sees coming in 2011. we'll definitely hear about those things on wednesday too. plus ever since nike reported there's been a string of nice upside surprises and guidance raises from other shoe stocks. wolverine worldwide, deckers, skechers, jones apparel. you've got to go over that conference call. jmy. i've got to tell you wes card and john mcclain really hit it out of the park. dsw, timberland, usually bullish preannouncement from adidas. we know nike's sales in the u.s. were up 15% in february, 89% in march. those are accord informing npd and while april sales looked slow for the first three weeks we should keep a lookout for full data for the month. incredibly positive longer-term picture. now, you think that everybody knows this? there are 11 buys, but do you know there are 10 holds? it's pretty ridiculous given the greatness of this company and the strong sales of foot locker and finish line where they sell this stuff. that means there's plenty of room for upgrades and number bumps after the analyst meeting wednesday. here's what i would do, take a position in the stock ahead of

the meeting but do not buy in after-hou after-hours. that's still verboten. and then add more after the meeting if it goes down. here's the caveat. if it goes higher, you have a good bit to run with you don't need to chase it. let me give another caveat. if the stock was up a lot today, the whole market was up. i don't want you to chase this one if it's up big again tomorrow because then it could sell off on the analyst day no matter how bullish management might be and we'll hurt the bull case. if that's the case and the stock goes up tomorrow, i just want you to wait and do your buying after the meeting wednesday. the bottom line, even though nike has lagged the other footwear stocks, it is at this point my favorite way to play the bull market in shoes, given its underperformance relative to the group. and i think you'll see why after the company's big investor day analyst meeting wednesday. buy some nike ahead if it's down tomorrow and leave room to buy more after. start walking. let's go to mark in illinois. mark. >> caller: here's a big blackhawks boo-yah from chicago, buddy. how are you doing? >> not bad. down one in that flyers series

boo-yah. back at you. kaufrl i've got a question regarding skechers, skx. >> i'm loving that stock. >> caller: last week the company reported earnings and sales much higher than expectations and previously you talked about how favorable reports are ones we see this kind of huge increase in sales. >> as we predicted with that skechers. part of our bull market thesis. >> caller: so why has the stock taken such a tumble since the report? >> we get these stocks, they pull in a little. let's see how much it was really down before we panic on this. because you know, a lot of times what happens is the stocks have had a gigantic move -- man, i got powder all over the darn place. and then they come back. yeah, look at this. let's be careful about mark in illinois calling for a bad move. the stock goes to 40, stock ran to 42, then it pulled back, and now it's back at $3 at $39.71. i beg to differ. 42 to 39. 71 that's not wh

that's not what i call a down move. i like my skechers and i'm cool as all get out and i'm going to do it. i'm just doing it to skechers. let's go to colton in south carolina. >> caller: boo-yah. >> boo-yah. >> caller: i was calling to ask you about -- i recently bought some stack in walmart. >> walmart? >> caller: yeah. >> what, are you the iceman? you're the iceman. i'm the mailman. you're the iceman. >> caller: and it just went down -- it's been going down since i bought it. and i just want to know should i keep investing or get rid of it as soon as possible? >> i've got to tell you, you're sitting in dead money. why? walmart's what you buy when you think the economy's going by. now, i was at the fantastic walmart in north adams with my daughter next week. we got the new "avatar." it was really terrific. we boltught a lot of stuff ther. but you know what, walmart is not the stock to buy when you're going out of an economic recession because its sales are going to stay the same. i want you to buy something with a little more juice to it. can i go to -- i'm going to

mispronounce this chanel in illinois p. >> caller: windy city boo-yah to you. >> well, i'm going to borrow this and give you a blackhawk boo-yah to you. >> caller: i've got a question about jwn today. >> how do you like that moons tesh? i love that monster. >> caller: love it. i am the proud shareholder of jwn and recently they just moved up their 52-week high to $45. >> yes. let's bring everyone into this one, chanel. we're talking about j.w. nordstrom, where i like to shop myself i have to admit. i got my formal outfit for this weekend when i went to the white house press correspondent. i got that at nordstrom's. hit me. >> caller: yes. i work for nordstrom's. >> oh, you do? >> caller: yes. >> you're lucky. it's a great company. >> caller: consumer sales are just off the charts now. >> i have to tell you -- go ahead. i'm sorry. >> caller: i want to know, do you think it's going to go up to 50 by this year? >> i think nordstrom's is doing incredibly well. i want to put nordstrom's in the same class as i do with coach and tiffany.

it's the best of the best. people are starting to spend again. nordstrom was up very huge today. could it pull back? yes. would 50 surprise me? 55 wouldn't surprise me. that's how well run nordstrom's is. congratulations to you for working there. that is a great company. all right. it's time to get stomping on your air force ones because nike's investors day is coming up on wednesday. where's my powder? that's the only time lebron and i have ever been compared. at least in the same sentence. at a lot of people say jim, when you're playing, you remind me of lebron. nike yees investor's day is coming up wednesday. you should continue buying some. stick with cramer. >> announcer: cramer goes all out as the calls keep coming in. try to kieep up on the high impact "lightning round." and later send cramer an e-mail to madmoney@cnbc.com. and he might just answer you on the air on an all new edition of "mad mail."

all coming up on "mad money." the best always compete with higher intensity. they study players and research the competition until every move they make is precise. for every game there is one who rises above all others. when the bulls battle the bears, be glad jim cramer is on your team.

it is time. it is time for the "lightning round" on cramer's "mad money." you're probably asking what the heck is all that all about? rapid-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 callers or stock questions ahead of time. my staff prepares the graphics on the fly. we play until we hear this sound. no, this sound. [ buzzer ] and then the "lightning round" is over. are you ready, skee-daddy? this is time for the "lightning round" on cramer's "mad money." why don't we start with maureen in new york? maureen. >> caller: boo-yah, jim, from new york. >> boo-yah, maureen. what's up? >> caller: i just want to tell you, i love your show and appreciate all your great advice. >> oh, thank you very much. thank you. >> caller: i was wondering what

you think about triquint semiconductor, tqn -- >> oh, it's part of the tsunami. i like rf micro, and i like triquint. all three are buys. don't be deterred by the sudden little sell-off. let me throw in another. ydsu. that's going to report soon. i think should have a monster quarter. terry in california. terry! >> caller: hi, jim. >> terry, what's up? >> caller: well, i have a stock that i picked up when this market tanked a couple years ago, deluxe corporation. dlx on the new york. and i picked it up for $6 and change. and it's now between 19 and 23. >> well, i've got to tell you, i'm looking at it, i realize that that dividend is still good. but here's my problem. i don't see a lot of upside. i think it's had a run. people were worried about the balance sheet. that's okay. it's come back. the check business has no growt

growth. we are going to sell that thing right here. if you have any bank or information technology company. make that sale. let's go to sam in new york. sam! >> caller: hey, jim, boo-yah. it's great to hear from you. rf micro device. ticker symbol rf -- >> okay. now, i half to have had the good privilege of going with mr. bruno worth's conference call just this very morning. i cannot believe how that company is hitting it on all cylinders, including its power business. this is one great stock. this is 5 going to 7. is it as good as skyworks solutions with aldrich? no. but you know what? you dplifelivered, you promisedu delivered, and i'm still a buyer. you made it look easy. >> that was easy. >> let's go to ned in my home state of new jersey. >> caller: hey, jim, how are you doing? really appreciate your hard work for us. >> thank you, partner. i'm out there trying, i've got to tell you. i was working this weekend. it was tough. what's up? >> caller: been a long-time holder of hubble since '78.

took the b option when it split. and wondering what it's doing right now. i'm thinking maybe i should get out and -- >> no, no, no. this is the right sweet spot for hubble. it's the right sweet spot for a cooper. it's the right sweet spot even for -- all these stocks have hit of late. i think you buy hubbell. it's a monster opportunity to be able to buy. let's go to tim in massachusetts. >> caller: boo-yah to you from cambridge, mass. >> wow. boo-yah. let me give you a little staticy boo-yah. what's up? >> caller: i love your -- >> oh, my god. "confessions." signed a couple this weekend. go ahead. go ahead. >> caller: microsoft. >> mr. softy. no, no, no. this is a fine stock. >> don't buy. don't buy. >> but i've got others in that technology area that are so much red hot. i recommend a stock that so many people this weekend i was so proud have bought because of me. apple. aapl. buy that over microsoft.

they've got the momentum. they've got the products. they've got the balance sheet. they've got the earnings. stuart in florida. stuart! >> caller: hey, jim. let me give you a big brumps boo-yah, but you live in orlando. >> listen, you've got the best of both worlds. what's up? >> caller: i need to talk to you about pcx, about the stock and a little pickle i got myself into. >> what would that be? >> caller: i went on margin and bought 5,000 shares and did pretty well for a few days. up about 3%. and then there was an offering on wednesday of 250 million -- >> right, right. >> caller: public offering. et cetera, et cetera. since then the stock's down right now about 19.70. i'm out about 11% total, but 8% really because i made 3%. i'm on margin. i don't know -- >> i want you to sell. we do not allow margin on this show. we do not allow borrowing. these are not homes. you do not live in stocks. you get off margin. you get off margin, and then we will talk about what to do.

it doesn't matter what stock. it could be happapple. i want you off margin and i want you off margin now. i don't like the company, but more importantly, i hate margin. sell, sell, sell, sell, sell, sell, sell! and that, my friends, is the end of the "lightning round"! re for. good. this time, i'm watching fees like a hawk. i hate hidden fees. why should i have to pay for something that i shouldn't have to pay for? td ameritrade's pricing is clear and it's straightforward... it's spelled out upfront. no hidden fees... no bait and switch. no gotchas. and there's one flat rate for online equity trades... for big accounts... or small ones. that's the way it ought to be. time for fresh thinking. time for td ameritrade.

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before we get to mad mail we have a little bit of homework to do. on tuesday, robert in new jersey asked about b & g foods, bgs. that's the processed and packaged food money. he wanted to know about the earnings and if they could maintain the high yield. we used to recommend bgf, as in frank. the enhanced income stock part debt over the bgs as in sam, in the past. then we became positive on the stack of bgf after they cancelled our favorite piece of paper. last time i recommended bgs was in the lightning round september 17th because of the high yield and strength of the pickle business. it's up 31% since we recommended it. what do i think now?

the company beat by two cents, raised earnings before interest, tax, depreciation nation and amortization. that's good for 2010. i think it is still worth owning especially as bgs is mostly hedged on commodity costs for 2010 and is in the hunt for acquisitions. we can't get enough of the big juicy dividend yield either. and, yes, 68 cents per share is safe. it should earn 81 cents a share. the conclusion, bottom line, b & g foods is a buy. from randy in oregon, boo-ya, jim. president obama has barely been able to pronounce the words natural gas. could the growing tragedy in the gulf coast finally inspire him to get on board bridgefuel with the rest of us? thank you so much for sharing your knowledge with us. randy, no. i had the good pleasure of sitting next to my friend boon

pickens on saturday. we marvelled that despite the tragedy in the gulf, in the coal mine, we have yet to hear anything about natural gas. we are both severely disappointed and amazed, frankly. let's go to herb in fort lee. dear jim, a heart booyah from fort lee, new jersey. the stock i am prepting is power-one. it was a very high flyer during the dot com era and was hit when the bubble burst. i would love to know what you think. please keep that strong hand on the tiller. many thanks. herb, here's what i want you to do. send me your process of how you do it. your process of what you did. i will then critique it on air and make a decision about your homework. that way, we work together. i expect you to finish that assignment by next monday. okay? next monday.

here's one from steve. hi, jim. what do you think about anadarko petroleum. i have watched my shares fall but i feel it could bounce back. steve, i wish i had this question on friday when the stock was down badly. it's involved with the gulf tragedy. my feeling is jim hackett will find out a way to make money. from andrew in new york, hi, jim, thanks for everything you do to help the individual investors. that is what i'm about. i'm about you. you talk about the mobile internet tsunami and players psych cypress and skyworks. both shot the lights out. what about arm holdings. its processer designs are licensed by almost everybody. with the tsunami about to make a big move i would expect armh to do well considering it's making moves in the embedded market like set-tops and smart meters. can you give insight into the

company? andrew, we think highly of the stock. it's a terrific internet tsunami play. we like the relationship with apple. in other words armh is a winner along with skyworks and so many other internet tsunamis. dr. t.j. rogers, thank you for delivering for us. "mad money" is back after the break.

if it's down tomorrow buy the swoosh. nike's meeting will be a big catalyst for the stock to go up. it's always a bull market somewhere. isn't it great to be back? i'll see you tomorrow. new york bomb attempt was backed by foreign terrorists. why was obama so late on oil spills? the spills will not stop the v-shaped recovery and our panel, the kudlow caucus, spill, spill, spill versus drill, drill, drill.

tonight on "the kudlow report," spill, spill, spill or drill, drill, drill? the kudlow caucus will vote. why was president obama so late to react and why is it that the president still has not honored the 11 oil riggers who lost their lives? plus, it looks like the failed car bombing in new york was plotted by foreign terrorists. the fbi is now taking over the investigation. does president obama truly realize we are in a global terror war? and will the gulf oil spill derail the v-shaped recovery? stocks say no with a big rebound rally today. so why isn't the fed getting ready to raise rates instead of

dilly-dallying. fasten your seat belts. "the kudlow report" begins right now. good evening. i'm larry kudlow. welcome back to "the kudlow report" where we believe free market capitalism is the best path to prosperity. a quick rundown of money politics news. tons of drills today. the oil spill. so, do people realize we are still going to have to keep drilling oil to meet energy needs and grow the economy? do you know 85% of our energy comes from oil, gas and coal? we can't get away from it. we will debate spill, spill, spill versus drill, drill, drill later in the show, but the president was awfully late in reacting to this story. and the terrorist bombing attempt in new york which looks to be foreign-backed. think taliban. now the fbi is taking over the investigation. does president obama truly understand that