i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts. they're nuts. they know nothing. >> i always like to say there's a bull market somewhere. >> "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to help you save some money. my job isn't just to entertain but to educate and teach. call me at 1-800-743-cnbc. after a solid day for the market dow gained 67 points, s&p rallied .72%. not bad. nasdaq climbed 1.17%. what happens to be our game plan for next week? look, i could easily start with

europe like every other friday for ages now. everyone from the italian, spanish, french premiers to the imf, selective members of the european central bank want euro bonds to buy sovereign debt. but the germans fight it. let's stop mincing words. germany, the biggest beneficiary of the euro is standing squarely against the world when it comes to putting out initiatives to promote growth. we keep waiting for german chancellor angela merkel to blink. will it be this weekend? i think you will know when it's about to happen. gold will spike first. that didn't happen. waiting for her quell is like waiting for godot which isn't happening. plus the e.u. summit is thursday and friday so we'll have more nonsense. merkel is acting like a german shepherd saying to the countries, achtung! sheep over there! we can't be sure but it looks

like on monday the supreme court could hand down a decision on whether president obama's signature program gets a thumbs up or down. if the supremes bless obamacare entirely i suspect we'll see a sharp sell-off as the health care laws giant tax on the system and a transfer of wealth from the haves to the have nots, europe style. if it's struck down think about buying companies that employ hundreds of thousands of people who don't pay for health care the way the new law would require them to. buy walmart or home depot. they are the winners in an obamacare defeat. how about if we get a victory for obama, believe it or not. you want unitedhealth and express scripts. they have positioned themselves to make a ton of money off the law. we have investor day for the hottest package good company out there, hershey's. barring a heat wave that melts

all the chocolate bars in america we'll hear about a company taking share and selling chocolate at higher prices while input costs are going down. here's what you need to know. a huge amount of chocolate is sold at convenience stores where we pump gas. if you want to know the company that's the beneficiary of the low price at the pump it could be hershey. the spare change may go to buying candy bars. next up, few themes have more obviously come to the fore than the dollar stores. one of the best is dollar general which has its analyst meeting on tuesday. we know d.g. has been a serial issuer of shares. that's okay. secondary stock courtesy of the private equity investors. the deals have been good ones. we know dollar general is regional and national growth with a fifth of the country radically under scored. the dollar store business abhors a vacuum and dollar general will

fill up the space. netap is holding a financial analyst day on tuesday let's hope it's prettier than the last quarter. the announcement effectively stopped a tech rally in its tracks. ntap as everyone calls it makes storage for big data. when it disappointed, it caused stocks in the protected cohort to be stripped of the glory and shed a ton of value. it was a cloud burst so to speak. let's hope it's a chance for a do-over. wednesday we hear from lennar. it's often a fantastic barometer of the industry. lennar said home sales and prices are higher. they could get a big boost when

lennar is speaking. mccormick and general mills are both consistent though mccormick is providing more spice for the portfolio. i'm a dividend fanatic and i prefer general mills here. both are suitable additions to the nest egg. after close we hear from paychex which is my gauge for small business hiring. companies paying 4% courtesy of the dividend but the yield is the larger pay off versus the capital appreciation scheme given that small businesses are scared to hire. here's something interesting. you get a strike down of obama care it may be a chance to pick up some paychex. hiring could blossom if the law is struck down. you heard me. the health care law is a job killer. thursday, wow. it's a battleground day. one of the most exciting days in a while. we are putting a number of stocks caught in the cross hairs. first is nike which failed to

hold the key $100 level. we have analysts saying this is the opportunity for a high quality growth stock at a discount ahead of the olympics. we have others who think the stock is a screaming short. speaking of screaming shorts, research in motion, rimm reports. i suspect a quarter of the blackberry maker will be miserable but i read my first positive article about the company in months by anton wallman. no one has been able to duplicate the rimm keyboard of the competitors. perhaps the combination of the big subscriber list, 70 million people take this thing and the patented keyboard could lead to rimm being taken over by maybe microsoft. long shot.

i don't necessarily agree. i'm putting it out there so you know what's going on if they report a terrible number and the stock doesn't go lower. not done with battlegrounds. tipco software. they will tell us how they do it. the stock attracted a huge cohort of short sellers who will lean on it even with a decent number. be careful. the shorts are in change. finally, family dollar, the weakest of the dollar stores. i love living in good neighborhoods and the most disliked houses in a swell town is better than most. that's how i feel about family dollar. i would buy it if there was a patented european sell-off ahead of the report. remember, fdo is as domestic as they come. friday is a macro day with the chicago purchasing managers report coming out. many say it's the bellwether. as this report goes, so goes the employment report the week after. if it's hammered it's a bad sign for the following weak. if it's strong it can turn the market around. we hear from kb homes. it has to be the worst publically traded home builder in america.

if you are holding onto lennar through the gains i expect take the gains thursday, ahead of kb homes. i believe the housing complex will get crushed when kb homes says business isn't good and the housing etf will drag down the other stocks will be in play. bottom line. special situations dominate next week but the tone will be set for once by a governmental enterprise in this country with the supreme court giving you the catalyst either way. who knows? maybe it will be a week when europe gets its act together and the weakness comes from supremes upholding the obamacare law would be ironic but stranger things have happened. andy in texas. >> caller: boo-yah from dallas, texas. >> nice and hot. what's up? >> caller: all right. i have a position in the gld and i have noticed gold and the u.s. dollar have been inversely proportional.

while bernanke's announcement for no qe-3 pushed it down because of the anticipation of inflation it looks like gold is an indicator of the strength of the euro zone, greece specifically. is it crazy talk? >> gold is a question of whether merkel blinks and they print money or if she stays hard and fast and gold goes down. gold will relate to deflation. i think that brings gold down. i'm a big buyer of gold below 150. dennis in florida, please. >> caller: hey, jim. dennis hopper in tampa, florida. what are your thoughts on monster? >> somebody was down on monster and leaned on it all day. it should have been up when it got into the s&p 500. they are having a decent quarter. bears are all over it and i think they're wrong. by the way, just in terms of pure irony, germany took greece. let's say they took them in soccer. actually they call it football over there. i think in the end greece

prevails over germany because that whole german shepherd thing, i'm tired of it. we have a lot to look for next week. the tone may be set by something that happens in this country and the market will be a screamer if the supremes say no to obamacare. "mad money" will be right back. >> announcer: coming up, cash in the box? with the market on shaky ground cramer is hungry for a spec play of a different flavor. jim's hitting the drive-through of one domestic diner that investors could be flipping over. is it time to take a bite? later, consumer king? looking for a stock that could help deodorize your portfolio from the volatility? as the market swings, cramer is searching for a clean stock that could be your best protection. plus, numbers game. we have heard about the 99% and the 1%. but how about the 4%? cramer's found what just might

be the magic number when it comes to choosing the right stocks. all coming up on "mad money." >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

there's an art to knowing when an out of favor stock is coming into vogue on the wall street fashion show. take jack in the box. jack for the home gamers. the burger chain that also owns qdoba a mexican grill. stock had a terrific day rallying 95 cents. it was a new high. ♪ hallelujah >> not only could you have seen the move coming, but i think there is more upside left in

this one. the reason? jack in the box is a small speculative $1.2 billion company with with a super terrific turnaround story. [ applause ] >> yet the analysts have been fighting it every step of the way. it's the resistance from the analyst community that gives this stock the fuel it needs to go higher. wall street is being dragged, kicking and screaming into embracing jack in the box. consider today's move. this morning bank of america and merrill upgraded jack in the box from underperform -- wall street speak for -- sell, sell, sell -- or stay the heck away to an outright -- buy, buy, buy. i was astonished. the guy jacked up the price target from $21 to $32. i had a feeling this was in the wind. something in the wind.

i wanted to feature the stock for speculation friday but the bank of america, merrill guy beat me to the punch. still after this move there is upside left although i would only be a buyer now because we never chase in "mad money." why did i suspect jack bauer in the box was due for an upgrade? there is a trick that allows you to see when negative analysts are going to change their mind? a trick that tells me jack has more room to run. when you look at the last piece of research from bank of america on the stock which was may 17 the guy had a sell, sell, sell on the stock. you could tell he was losinging conviction. he nevertheless raised the price target from 18 to 21. when i see an analyst raise the price target on a stock he dislikes i know we've got that guy on the ropes and he will capitulate over the next down days. huge sell-off yesterday and the next morning the guy pulls the trigger, comes out with a dramatic upgrade admitting that, yes, he doesn't know jack. for a stock like jack that's

both small and unloved. these reluctant upgrades are like rocket fuel. of the 12 analysts who cover the stock only five rated it a buy. there is a lot of room for additional upgrades as negative analysts are converted into believers or are forced to change the rating because the stock keeps going higher. the price targets are wrong like the one from bank of america and merrill. why am i confident this will happen? some of it is because bank of america and merrill wasn't the first to capitulate. we already have the makings of a pattern here. go back to may 29. we saw a different firm do the same thing. analysts at web bush who despised jack in the box upgraded it from sell to neutral. these guys fought tooth and nail but they had to go from sell to neutral the first chance they got. what's terrific about the upgrade is they had to raise estimates, too. that's another tell of a beaten analyst. he's telling people to sell it and his numbers are too low.

they have to be too high to make it work. he's basically saying, hey, look at me, i'm dead wrong. i kept you out of of the turn. now i'll do my best to catch up. what i love about this report is that it highlights the amazing leverage jack in the box has to food deflation. prices for the main type of beef jack buys are down 50% from last year. some say pink slime is huge for the bottom line of the industry. i think beef's cheaper than it's been in a while. plus this is the ultimate get in your car and go to jack or qdoba because of low gas prices. at the same time jack in the box ain't lower in the price and they say it is benefitting from end of price competition. the stuff in here may absolutely cost less but you're not seeing the price of the burrito come down. this thing could be a grenade. oh, man. food fight! sounds like the perfect way to speculate on lower commodity costs.

web bush is, quote, skeptical of the turn at the qdoba business. they have to find something to be skeptical about or what was he doing calling it a sell? the truth is he wants to tell you to buy so badly that it hurts. he can't come out and say it because it makes him look like a dope for not jumping on the bandwagon sooner. i can tell this guy had a craving for a qdoba burrito with the spicy salsa. why do i think the turn in jack is real? it's two companies that don't necessarily belong together. jack in the box, burger joint. 2200 locations in 20 states and qdoba 42 states and the district of columbia. they have made smart moves that are paying off big time. last quarter, 16 cents beat off

a 32-cent basis thanks to margins where the country raised guidance. boy, were people wrong about the company. how did they do it? jack in the box has been refranchising stores. they have gone from 25% franchised to 73% franchised. that figure is on the way to 80%. this is a better business model because it brings more stable cash flows, greater visibility. generally speaking restaurant stocks that are more franchise-oriented get higher price to earnings multiples since the earnings are consistent. jack has been remodeling stores which led to stronger same store sales. as for qdoba, it's generally seen as the ugly stepchild of chipotle. the same store sales were disappointing but this is a terrific concept with a tremendous amount of room to grow. jack plans to double the company owned store base to 500 stores by the end of 2015. the long-term target is for 2,000 units up big from 600.

the one at the mall is dynamite. jack in the box sells for 12.8% long term growth rate. not too pricy. i want to wait for a pull back. we had a run. i certainly expect one. the parent of olive garden and red lobster was down 35% despite horrific same store sales. here's the bottom line. jack in the box is jumping jack flash, my favorite kind of story. a turnaround being fought tooth and nail by negative analysts. as we saw with bank of america and merrill the reality of the term will force analysts to upgrade jack whether they want to or not. as they capitulate the sweet stock will move ever higher. stay with cramer. >> announcer: coming up, consumer king?

looking for a stock to deodorize your portfolio? cramer is searching for a clean stock that could be your best protection. later, shame on who? ceos everywhere are trembling because tonight cramer's wall of shame is getting a new addition. who will join the unflattering club? stick around. it all comes out in the wash. all coming up on "mad money." ddd#1

over and over and over again, companies like procter & gamble complain, complain, complain about how hard the world's become for branded products. woe is me. can't maintain pricing. losing share blah, blah, blah. i am tired of hearing the complaints and not just because i don't like belly aching. i'm tired of it because of jim kregge. don't know him?

he's the ceo of church and dwight. he's the antithesis of and the antidote to p & g's awful ceo bob mcdonald. he's taken a sleepy 160-year-old company known for arm & hammer baking soda and turned it into a consumer products power house with 10% volume growth and 8.4% organic sales growth leaving once but no longer best of breed procter in the dust. that's a reason why church & dwight stock has rallied 17% this year versus a 10% decline in procter & gamble. if you invested in the company ten years ago you have had a 19% annual return. fabulous that during that time you barely made a percent with the s&p 500. how did church & dwight do it? first as the ceo said in the second sentence of his fascinating, fantastic talk in front of the deutsch bank global consumer conference this month, we are a north american-centric company. ♪ hallelujah >> now i have your attention, right?

second he's got a philosophy that might as well be born and bred in cramerica. listen to this. i love it. i quote. first and foremost you are paid to deliver great returns for your investors he notes. other companies talk about taking great care of the consumers and touching more consumers in the world. sounds like procter. kregge say it is lives i care about most are my shareholders lives. yes! that's one reason they raised the dividend 41% in february bringing the yield up to 1.8%. he's a pessimist and said the target is low. he under promises and over delivers. he's developed value brands to go with premium brands under one roof. no other packaged company has pulled it off well.

it's working from the laundry business. they are the only liquid laundry deter general to report significant gains. they grew the dollar share more than any other manufacturer in the first quarter of the year. church & dwight doesn't just care about volume gains. as he says, quote, in my company, gross margin is king. i guess it's a pawn at procter & gamble. he says, we are gross margin gods. we believe gross margin is the key to success while procter struggled at the altar of gross margins they have increased up to the mid 40s in the past 11 years. better than anyone else in the industry. the country prides itself on no perks, private jets. compensation is stock options. meaning if the stock doesn't go up the executive bonuses are worth nothing. talk about being on the same page as you and me, shareholders. now he has the benefit of hawking products with a tried and true brand that's incredibly versatile. as he stated at this conference

the church & dwight brand started in the 1800s used by settlers going across the united states in their wagons and horses and this was a product they could make cookies with and use it to deodorize their armpits and wash their clothes. it was an incredible all purpose product. i'm surprised he didn't say it was a vital ingredient in the donor party cookbook. how great is the brand? so great he points out it's a brand you can brush your teeth with and your cat poops in. he doesn't mince words. he says it's interesting to convince people to put it in their mouths and their cat dumps in it.

i'd call that versatile. i was the exception for keeping a couple boxes in the refrigerator to cover up the smell of rotten vegetables. he's not flogging the same old brands. he's inventing new ones including tooth tunes for kids that plays music. goes through the jawbone up to your ear. he says the sound quality is incredible. if you have children with a hard time brushing their teeth, give them the product and they will have a hard time. this has been a massive innovator in the uh cat litter category. one one of the most recent products, double duty which he calls a cute name. duty. he reminds us how many guys talk about feces control on the front of the package and do well? good point. he was the first to market with a single dosing laundry detergent. small enough to move fast but as the marketing dollars to back u innovation. they don't mind going up against the big guys. they just combined arm & hammer

and or a agel. it's producing fantastic results. church & dwight is the number one laundry additive oxyclean. despite the loss of billy mays they have double the market share of procter remaining the number one brand in the country. and here's a nice twist on current events and the nonstop losses we take from loser european countries. church & dwight makes trojans. in this narrative they beat the greeks and everyone else. 10 out of the top 10 of top selling condoms they make. don't worry, church & dwight has every base covered. they are the leading vibrator brand, too with the website announcing a hot deal to make you shiver. they are also the leading pregnancy test kit maker with first response. who would have guessed 160-year-old company like church & dwight will be the dominant player in the safe, satisfy and successful sex categories. the bottom line -- church and

dwight is the antidote to the belly aching at procter & gamble. it's innovating the cincinnati colossus, taking share and making more money than p & g. church and dwight is proof positive if you put shareholders first, take share you won't have to bemoan the state of the world. you can kick butt, take names and coin money. keith in florida, please. >> caller: hello, jim. i'm calling to ask you about clorox. they plan to upgrade the health care side of the business. >> it's a steady grower with a nice dividend boost that goes up over time. largely domestic company. that suits me. it won't set the world on fire but it's not expensive. the yield is good protection. let's go to connecticut for armand. >> caller: i want to talk about tsm.

i think it's a great high end consumer play. i think it will grow. i don't think it needs to cannibalize any of the whole foods market or anything. >> here's the problem. it is great but so is whole foods. i'm going to do a stack one against the other claymation death match next week between fresh market and whole food ohs. we'll put to rest the issue once and for all. procter & gamble, take some notes here. quit your belly aching, chd's got it going on. stay with cramer. >> announcer: coming up, shame on who? ceos are trembling because tonight cramer's wall of shame is getting a new addition. who will be joining this unflattering club? stick around. it all comes out in the wash.

later, numbers game. we have heard about the 99% and the 1%. but how about the 4%? cramer's found what just might be the magic number when it comes to choosing the right stocks. all coming up on "mad money."

[ bell ringing ] it is time. it's time for the lightning round. i take your calls and you say the name of a stock. i tell you to buy or sell. play this sound -- buzz -- and the lightning round is over. are uh you ready, skee daddy? chris in florida. chris, chris, chris. >> caller: hey, cramer. big miami heat boo-yah. i'm a florida state student looking for a reit with a juicy dividend. i'm looking at hatters financial. >> i will do you one better. there was a big yield at analie and it's better run. anthony in pennsylvania. >> caller: a big b-b-b-boo-yah. >> i'll give you a geno's wish i were there boo-yah.

what's up? >> caller: my question is about oil prices and uso. i saw an article that said down at 79 was a good price to get in. then i saw a video the other day. a gentleman said oil was going to 36, maybe 16 a barrel. >> no, no. i want you -- you want to get something safer. get conoco. george in new jersey. >> caller: yes, jim. how are you? >> real good, george. >> caller: a boo-yah from freehold township, new jersey. >> not far from ocean grove where i hope to be soon. what's up? >> caller: jim, i'm trying to make an investment as an addition to my basket of drug stocks in astrazeneca. >> no growth. it has a nice yield. i prefer to think the yield may be a red flag. i don't like it. i want you in eli lilly for the

best yield and growth. john in florida. >> caller: hey, jim. how you doing? >> not bad. how about you? >> caller: good. my stock today is pen grove holding energy trusts. >> too levered to the price of oil. go to conoco. i want to go to woody in massachusetts. >> caller: hey. i got infatuated with apple siri so i bought nuance. >> it's okay. too speculative for this guy. i don't want to touch it. ralph in florida, please. >> caller: hey, jim, boo-yah. calling about athena health. how will obamacare affect this? >> doesn't matter what the supremes do. andy in ohio. go ahead. >> caller: okay.

jim, i recently bought stock at 84 for caterpillar. >> wait to see the quarter. i'm afraid they will guide down. you can buy some more. [ buzzer ] >> uh-uh, i'm not done. robert from missouri. >> caller: hi, jim. i would like your opinion on health management associates. >> i don't like the hospital plays before or after obamacare, up or down. no. let's go to claude in virginia, please. >> caller: hey, mr. cramer. i'm a new yorker living in virginia beach. >> what's going on? >> caller: my ticker symbol is allt. >> breakout stocks nailed this one for us lower. i feel though it's good i like taking a little profit. let the rest run. and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade. ♪

what? i don't know what that is. usually these moves -- [ bleep ]. we are blessed with not one but two eyes. two of them. [ bleep ]. just a second. [ bleep ]. do i have time for a nap? >> hey, jim cramer. this is diane in cleveland, tennessee. i have supper with you every night at 6:00. >> suffered me? >> yeah. >> got maytag, whirlpool. i'll go down and make washing machines. >> caller: we have volkswagen and amazon. >> oh, you have suppered with me! >> caller: supper. >> that's a verb -- new verb for me. >> boo-yah, jim. >> boo-yah. >> caller: i have to say i just

love your theme song. i mean, i just hum it all day. that's a great tune. >> it is humable. even though steven sondheim calls that a sin, i like it. ♪ >> what will they be wearing? just like me. well -- metaphorically. cut it out back there. run, shoot and score. i can do it! you, just do it! buy some nike. stay with cramer! >> well done, everybody. a

never, ever under estimate the importance of management. the quality of a company's ceo can make the difference between a stock that is a winner. ♪ hallelujah >> and a dud. [ buzzer ] >> i spend time talking about great leaders that create tremendous value for the

shareholder. sometime it is chief executive is so incompetent that the best thing they could do for his company is to resign immediately. that's why we created the mad money wall of shame. these ne' er do well ceos need to be held accountable by someone in this world. corporate america is way too lenient with losers in part because only the board of directors can fire the ceo but the board members are typically people the ceo has appointed or anointed. somebody has to stand up for the shareholders who pay the price for lousy management. it brings me to procter & gamble. the company was once synonymous with consistency but lately bob mcdonald has been running it into the ground. it was the bluest of the blue chips. mcdonald has somehow managed to turn it into a gamble.

i'm sorry. i couldn't resist. i know if this guy could be doing a worse job -- no. he couldn't be doing worse even if he tried to sabotage the company. maybe he's the colgate candidate. i'm not talking about how on wednesday he flew to a conference on paris to slash guidance. talked about how sales would decline this quarter rather than growing by the same amount which he previously forecast. this wasn't heartening. the real problem is this was the second time procter & gamble had to cut guidance since the beginning of the year. that's what we heard in paris. the timeline is terrible. back in february procter announced a massive restructuring goal of achieving $10 billion in cost savings. at the time i warned you this was a bad sign. any company that needs to take out $10 billion in costs, oh, man, struggling. april 27th they slashed after suffering a lousy quarter. they came out less than two

months later to cut numbers again. that drove me nuts. it's a huge indictment of mcdonald's leadership. not only is procter & gamble doing poorly but their guidance can't be trusted. seems like mcdonald doesn't have a handle on what's happening at the company. some problems afflict the industry. products like tide, pampers, pan teen are under pressure. they have had to deal with higher input costs. that's going away. but these are allies br procter. clorox is facing the same problems. colgate, unilever, church & dwight but they are all doing better than procter. p & g is losing nearly half of its sales, volumes are on the decline and had to slash the

forecast twice. second time. p & g had unrivalled skills in brand building. they were one of the most innovative companies in the consumer goods space. lately procter has become steal and slow to react to changes in consumer preference. the fact is the guy gan tick scale should make it impossible for smaller companies to compete even with so-so leadership. they should be dominating but they don't in part because they are so bloated with so many layers of unnecessary bureaucracy. so, so slow. plodding. more competitives run rings around them. that's qualitative. what about the quantitative side? can we put a number on how lousy bob's leadership has been?

yes. mcdonald took the helm on july 1 of 2009. since then they are up 16% dragging the 45% gain in the s&p and unilever up. colgate up 42%. maybe they don't care. perhaps they don't think it's long enough timeline. if that's the case mcdonald is the guy for the job. isn't not caring about stock performance like not caring if your favorite baseball team wins or loses? call me old fashioned for caring about the health of the enterprise. whether the team makes the playoffs. if you don't care then mcdonald should be made ceo for life. then again if you don't care about making money what are you doing owning stock in the first place? if you had a sports team that had one bad season after another you would fire the coach. we now have a slew of quarters with which to judge his leadership. time to sack the coach. isn't the definition of insanity doing the same thing over and over again expecting a different result? procter & gamble's board of directors is certifiable for not firing mcdonald already. here's the bottom line. bob mcdonald, welcome to the "mad money" wall of shame. please. if you care at all about procter & gamble's shareholders, do the

right thing. announce that you are resigning to spend more time with your family. i strongly believe that will instantly send the stock higher. it might be the biggest value creation you could ever offer to procter's long suffering shareholders. stay with cramer.

are we dealing with a 4% solution here? we have seen a 4% dividend yield serve as a floor for so many stocks that have disappointed investors. i wonder for the 4% floor isn't the bernanke put on the market. consider stocks like walmart, eaton and new corps. they have been held or stopped from going down at the 4% level. it's inconsequential meaning i don't think people say, eaton is going down now that it's 4%. if the dividend can be covered it's a nice place to accumulate shares. especially given that dividends for many stocks were boosted and with stood tougher times than these. 4% is the level where especially after taxes you get a considerably benefit over bonds. i believe bernanke knows and embraces that. take the cyclical freeport xcx. it should be many back in the mid 20s. that's how hated copper and gold are. both commodities are nowhere near as low but the market has

conviction in declines you would expect the stock to be at a lower level by now. they can afford the dividend. every time free port gets to 32 dollars it stops. i don't think so. procter & gamble on wednesday the latest of many horrendous quarters was saved by the level. do you have a doubt that it should be in the mid 50s? i don't. people are being paid to wait for wall of shamer ceo bob mcdonald to leave. i thought walgreens would keep going down like eaton for the purchase of this alliance. it was incredibly stark versus cvs but the dividend dumped up to $1.10 stemmed the decline. new corps. 23% better than u.s. steel? i don't think so. they cut the forecast and is down 5% for the yield. u.s. steel is down 28%. u.s. steel pays a meager dividend. nucor pays a fat one.

is $1.46 the magic number for nucor? couldn't both stocks be down $3 or $4 in a heartbeat? you'd think so. it hasn't happened yet. watch these levels in the sell-offs that you now are going to get now that we have decided a commodity collapse destroys everything including companies that benefit. that's what's crazy, benefit from lower commodity prices i. they're working. the floor of the 4% yield is too uniform to be a coincidence as long as bernanke keeps rates low. it's a low level put but a put and shows no sign of losing luster even during yesterday's hideous pasting. stick with cramer.

>> two right out of the chute ideas here. we have to get something again. everyone is pressuring merkel. then the market will go down further if the supreme court does not throw out obamacare. if they throw it out you will see a rally led by the retailers in part because gasoline is down anyway. that will be fuel, fuel, fuel for another retail rally. understand i don't like finances or tech. there is always a bull market somewhere. i promise to find it for you.