take advil, and maybe have to take up to four in a day. or take aleve, which can relieve pain all day with just two pills. good eye. 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 save you a little money. my job isn't just to entertain but i'm trying to do some education here, too. call me at 1-800-743-cnbc. hated rallies don't stay hated. they tend to gain adherents. the trick is to recognize it before the adherents overwhelm

the sellers and the sideline players develop sellers remorse. that's what you have to think about today. dow entering four points lower. nasdaq down .01%. microscopic. people want so desperately to fight the last war. that's what they do, they dig in their heels. if it worked in the most recent times, doesn't it have to work again? call it ineluctable logic. when you are bullish, you're conscious if the market gives you a quick sell-off, you will be drawn and quartered while simultaneously being tarred and feathered for that bullishness. there are enough outlets to be ridiculed 24/7 about anything bullish you might have said if the market goes south. you never have to suffer heat if you remain bearish at all times. it's taken as gospel that you look smart if you dis the rally

especially when we are only a year from a huge down night. 19% downturn. only a handful of years from when the market lost 60% of value. people ask me on twitter, how can i even risk being positive and then bear the brunt, the wrath of the naysayers and the haters? so let's spend a moment on what i'm seeing now and why this heat isn't even lukewarm compared to the third degree burns i have taken. right now we have a first class hate going against the market. the first objection, light volume. as if light volume means you can't ring the register on your stocks and take that money, the cash to the bank because the bank will detect you sold it on light volume and not want your deposit. we have seen banks launder drug money from mexican cartels, take money from iran despite international sanctions, but

money from trading stocks in light volume, that's where they draw the line. got to have principles somewhere. the second objection, there isn't enough fear. oh, yeah. we've got to have more fear. oh, no, not enough fear. we were remarkably complacent as the vix, the fear index shows. we are in for a serious bruising, right. the vix used to be so much higher. yeah. that's the ticket. third, i'm hearing the banks are tenuous and raising bank estimates is meaningless because the balance sheets are in tatters, who knows. who knows what happens when -- not if, but when europe collapses. fourth, endless discussion about how while earnings are terrific the revenues aren't good. that means you can't take earnings to the bank even as the bank takes deposits from low volume winnings. we have an unstable political environment with no employment growth or financial stability.

why am i not more afraid about speaking positive? how can i risk embracing the rally? why am i willing to take the heat? all right. how about a little history? 24 years ago, this exact time, this exact week, i felt the same way about the stock market so many of the haters feel now. oh, yeah. digging in those heels. i got all those feelings. i had all the feelings the haters have now. oh, what happened? we just rallied 100 quick points. listen, it was 1989. that was the price of the dow. consider it a quick 5% run, not dissimilar to what we have had of late. kind of enjoyed the 5% rally. i told my partner at the hedge fund that it was too much too soon on low volume. i saw storm clouds on the horizon. didn't like the environment.

political uncertainty. if the election between bush and dukakis, both relative unknowns. and less than a year before we experienced a staggering crash where the market had fallen from 2,726 to 1,400 on the dow in a matter of weeks including a breathtaking 500 point decline in a single day. sound like a couple of years ago? i was scarred. i was scared. i was playing by the rules of the last war. i remember the moment well. we were staying on fire island. close to fair harbor. i was fretting about the tape. wanting to go short. luckily karen took a break from the beach to tell me basically what an idiot i was being. although i only wish she had been that gentle in her choice of words. she told me she was sick of my belly aching, my endless attempts to sound smart. went to harvard, huh?

she told me to get tough. doing some strapping, so to speak. to recognize that everyone was worried about the exact same set of facts. what did i bring to the party other than a keen ability to look at my computer screen? get over the crash already, she said. she made out invitations to our wedding. stop it. stop living in the past. go find some stocks already. go. it was a first class scolding. i was burned to a crisp. i said, well, how about some apple? bought apple immediately. how about some international paper. done. ibm, bring it up. alcoa. she put in the orders and told me to get back to the beach because she didn't want to hear more whining. the only screen she wanted me focused on was sunscreen. we used 8 back then. from that day, the market rallied some 1,000 points. call it a 50% move without real corrections. i had been fighting the wrong

war, the crash, just like people are fighting it now. no two markets are the same. we have concerns like whether germany would be good to its word on helping the hurting countries in europe. the chinese, endless downward spiral. we were worried about the deutsche mark then and japan was doing the endless spiral. maybe different currencies, different countries. that's all. it's funny. maybe the reason i'm not as frightened as others about what i hear now is because of the heat i took this week 24 years ago when i thought i was on intellectual high ground. i was actually in a castle made of sand. that was as if someone had taken a basket of hot french fries out of steaming oil and slapped me with it. something that happened to karen at mickey d's. here's the real bottom line. it's easy to sound smart, to

think you know the history. it's easy to get a real good sense of what everyone else is looking at. but it's important to recognize when everyone hates a rally and no one believes that it might be a time to buy, not sell. stop trying to sound so clever, like you're part of the intelligentsia and focus on stocks you actually like. you can do some buying. who knows? maybe the bank will take the profits despite the vix, volume and lack of volatility. let's go to jim in michigan. >> caller: yes. since liberty media has taken over sirius satellite radio or will very soon, in your opinion what's going to happen if they do a reverse trust, annual stockholders of sirius satellite like myself? will the stock go up? >> i feel like i have to call david faber.

you need to know it can cap the upside. that's all you need to know. if malone, if liberty gets it, your upside is capped. nobody wants to hear it. when i go @jimcramer on twitter people want me to say sirius is going to four dollars. malone will get it at a price that's lower if it can't be stopped by the government. i don't want it capped. there are those who want to shoot me because i say it could be capped. i don't want it capped. matthew in new york, please. >> caller: jim, how are you? i'm a big fan of the show. appreciate you having me on it. >> thank you very much. >> caller: my question is on cme group. the stock has been stuck in limbo for the past year. low 50s. i want to know if the announcement to open a new derivative exchange in the uk will lift the stock to triple digit numbers analysts are projecting and should i go long? >> i don't think it will lift

it like that. that whole industry is challenged in what i call secular decline. they're not going to let people make as much money in exchanges anymore. they can do expansion but you won't get a big move out of that stock. hate that you love the market? i don't either, but you have to be smarter than the average bear. learn from my experience when all the haters are hating, it just might be a sign to buy. "mad money" will be back. >> announcer: coming up, cash cloud. cramer's found one stock that just won't quit. what's behind its monster move of over 240% this year alone? could it continue? stick around to find out. and later, game on. football is back. but instead of tossing around the pigskin, cramer is drafting his ultimate fantasy portfolio. all this week, jim reveals his starting stock line-up. one potential all-star at a time. is it time to make these fantasy players a reality?

plus, windfall? telco provider windstream has sunk this year but with a dividend over 10% is it time to pick up the phone? cramer sits down with the company ceo just ahead. 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 jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. ♪ ♪

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♪ we don't expect stocks to keep going up like an unstoppable force of nature, especially in a market as despised as this one. every now and then we encounter a stock that won't stop rallying, no matter what. like melanox technologies. not maalox, mellanox.

it's become my obsession. tired of seeing the stock go by every day on the ticker not knowing more about it, the reasons behind the endless spiral higher. we are possessed by it. mellanox tech is my moby dick! to quote the guy with the shotgun at the beginning of "dirty harry" after clint gives him the "do you feel lucky" speech, i gots to know! what's behind the run? and can it continue? it's a small israeli semiconductor company which makes chips allowing data to be faster, bigger, cloudier. we had it on the homerun derby in july. it was up 69% in three months from april to june. rising to $7.82 at the end of june. at the time i suspected it could have more room to run. even i didn't expect the insane

rally that followed. since our homerun derby in early july it's vaulted to $113.19. up an incredible 248% year to date. more than a triple. if you recall as part of the home run derby i gave the audience a chance to vote on the best performers of the second quarter. pick your favorite name for the rest of the year. overwhelmingly picked arena pharma, beloved speculative drug stock, weight loss pill. for me the fact that so many people believed in arena that was what i call a first class red flag which is why i told you to ring the register if you owned it. at least on some of it. stay the heck away from it. since then arena has been crushed. falling to a 30% decline. when i asked you to choose among the five best performers in the

second quarter, 67% of viewers responded with arena. that's often a sign of a stock that's played out. in order for a stock to go higher there has to be ignorance with skepticism and cynicism. the more skeptics the better. why? if everybody who likes a stock already owns it there is no one left to buy it and nowhere to go but down. perhaps the most important component of this rally was the fact that this is an unloved, unappreciated equity. the analysts consistently and studiously underestimated the company. they stuck to their bearish guns even when it became obvious they were too negative. they never switched. take back in april when they reported first quarter results. the company guidance, it was obscene. it's massively better than expected. they forecasted a 44% sequential. this is q-q in revenue. when the analysts were only

looking for a 2.4% increase. you would have thought the next time maybe the analysts would have been ready for another blowout, right? wrong. company knocked it out of the park again. stock went through the roof again shooting up to $93. it's been rallying ever since. people who were too negative and others who didn't know it existed start jumping on the bandwagon like some team that's 11-5. how have they produced such terrific numbers? for starters they are in one of the strongest secular trends in tech. maybe all of business. big data. that's industry speak for digital information created by all of our apps and devices along with the need to store and process the data so it can be retrieved. emc, ibm and net app make bigger, more powerful storage appliances. big things there.

mellanox provides interconnects. they make the piping to support faster throughput with less lag time. mellanox is a need for speed stock. they have the best technology and sell it into high performance computing market. the analysts were lumping it in with texas instruments. analog devices. they didn't understand the networking universe or that this was a highly differentiated, proprietary business. many analysts were looking for 30% revenue growth. the guidance was hugely better than expected. the other giant part of this story is at least for the moment, after this run they face no serious competition.

intel is in the same space. they have no natural predator. this business is all about speed. people keep thinking intel will wipe them out. has not said boo on this particular area. that's why mellanox control 60% of the market. why does it keep surging higher? it's a genuine secular growth story that has been and continues to be underestimated. in the latest quarter the stock was trading a little less than 30 times earnings. you know, it's still trading at a little less than 30 times next year's earnings estimates. trading at just 26.7 times next year's numbers. consider the 40% long-term

growth rate. that's the power of secular growth. estimates are riding faster than the share price. that's how it's still cheap. the bottom line, it's my obsession. now you know how they can keep rallying like crazy. a powerful secular growth story that's been underestimated consistently. if you want a way to play big data i prefer emc or ibm for less risk. if you are looking for a turbocharged growth stock you have my permission to buy mellanox on a pullback if we ever get one. after the break i will try to make you more money. >> announcer: coming up, game on. football is back. but instead of tossing around the pigskin, cramer is drafting his ultimate fantasy portfolio. all this week, jim reveals his starting stock line-up. one potential all-star at a time. is it time to make these fantasy players a reality?

upon further review of this market it's time for you to draft a portfolio with a winning line-up so it's no longer subject to unnecessary roughness. here on "mad money" you know i will do anything including knock

over the 40 yard line marker, anything to capture your attention in order to make you a better investor. with the nfl preseason winding down, regular football season weeks away it's time for the "mad money" fantasy stock football draft. time to stretch out our hammies, tape the ankles and put the black stuff under our eyes, of course. we're playing football. or at least embracing the terrific analogy for managing your portfolio. millions of people in this country, including yours truly, play fantasy football. building a fantasy football team is terrific practice for getting together a high quality portfolio of stocks. that's why we help you fill out your draft card so you will have fabulous stock players for every position. a well balanced portfolio should have some running backs, wide receiver, a quarterback, good d and specialty, stuff kicker, tight end. you've got it. tonight we are kicking off our

draft with some running backs. if you don't follow football, running backs are the most valued players on the field at least in fantasy. they are the workhorses, the bruisers. they get more touchdowns than anybody else. running backs are essential to any push forward. when good ones get the ball and they will chew up yardage like nobody's business. we are looking for steady, consistent players who get the job done. who do we want to draft as our running backs? we want stocks that can play like arian foster of houston texans, chris johnson of the titans, or lesean mccoy of the eagles who performed well last year though the team didn't. you don't come for my thoughts on football but you should because i draft first in the "mad money" league. you have to tune in for what i say about stocks. i have three picks for you. first, there is wells fargo. national bank i can see running to the end zone. courtesy of the long awaited rebound in housing. you can follow along.

wells is the largest bank in the u.s. by branches. it has the most exposure to the housing market by far. wells controls about a third of the domestic mortgage market. you think it's just big in your market? it's every market. it used to be against the rules but the rules got thrown out. you had to during the panic from the financial crisis. when you hear about good news about housing i need you to think wells fargo. wells is less than a point off its 52-week high. for many investors the jury is out on banks. we know running backs can get injured, have bad seasons. bank stocks are coming off several of those. that's where the upside comes from. if everyone believed in wells fargo it would be up huge and the rally would be over. people are fretting about near term woes. gee, jpmorgan raised numbers today. the results were astonishing. we have to believe the earnings here can be downright incredible. things get better.

meanwhile you get paid 2.58 in yield. it's cheap. 9 times forward earnings. 1.3 times the book value. well below the historical average. wells is an all purpose back. i'm thinking shady mccoy for the eagles. the next pick, 3m. less than a point off the high. all the good ones are up. it can sprint across the field. when you hear 3m you think of scotch tape, post-it notes. this is not dunder mifflin. it's one of the greatest industrial firms on the planet. they have their hands in numerous different end markets. industrial, transportation, health care, consumer, office, safety, security, display, graphics, electronics, communications, health care, everything. there are two things that hold these diverse businesses together. innovation and execution. that allows 3m to take market share all over the world while

maintaining the highest margins in the sector. after missteps and fumbles partly related to heavy exposure to electronics in an environment where tech was stinking up the joint. 3m got its act together. latest quarter was strong. pricing up. heavy international exposure. 62% of sales. wasn't a problem. it's an opportunity. 3m's diversification is good. the dividend at 2.5% and the company raised every year for the last 54 consecutive years. that's walter payton resilience. we need it in a running back. there is a catalyst in november. when the new ceo launches his strategic initiatives which could include more aggressive targets from a company with one of the most bullish five-year plans in the business. they are like c.j. consistent, reliable and just downright exciting. for our last running back pick, i'm drafting honeywell. great american manufacturer for everything from aerospace,

automation equipment, security gears, specialty materials and gas mileage boosting auto parts. turbo. honeywell is riding a host of secular trends that should allow them to gain yardage every time it gets its hand on the ball. i will take whatever ball i can get. [ cheers ] >> there is the aerospace cycle, multi year bull market. there is the need for energy efficiency which honeywell owns. the national electric bill could be cut. plus they make the smart cockpits for almost every major aerospace company. the refining chemicals allow dirty oil to be refined as if it were light, sweet crude. they have topnotch management under the leadership of dave cote. the execution is terrific. most industrials didn't have that. this arian foster-style running back gives you a solid grounding

with a 2.5% yield. bottom line, it's fantasy stock football draft week on "mad money." tonight we are filling core positions in your portfolio. wells fargo. best play in housing. 3m, international innovator. honeywell straddles multiple bull markets. stay tuned all week. a little defense, a tight end and of course a kicker. scott in texas, please. scott. >> caller: jim, this is scott in texas. boo-yah. how are you? >> good. how about you, partner? >> caller: the air conditioner is working. i can't complain. first thing is you've got a real ace there, a delightful person to work with. >> fabulous person. thank you for saying something good about the staff. >> caller: question for you. i have held for a while, i do not have it now, mcdonald's. >> down as low as $83.65. high as $122.

now in the mid to low $80s. the stock used to bounce back quickly. it just doesn't seem to want to move up. my question is, is it a buy, a hold, a wait for a dip and buy or just sell it and move on? >> stephanie link was on scott wapner's show today. she and i talk about mcdonald's every single day. as badly as it's doing and it's disappointing the stock still hasn't hit the 85 low it hit the first time it bounced today? the stock is a coiled spring. you will get a good dividend boost in the fall, a change in numbers eventually. you are fiddling with different promotions. i think it's an inexpensive stock historically. not right now. there are other stocks doing better but historically it's too cheap to ignore. that's why it's not a hold, not a sell. it's a buy. john in new york, please. john. >> caller: boo-yah, cramer!

>> boo-yah, john. what's going on? >> caller: i've got a question about lynn energy. they are doing an ipo. this is going to be cast as a corporation. since they have made a number of acquisitions this year, i'm going to assume the ipo is to help fund this activity. along with the shift in oil. being best of breed, does this keep them there? >> it is best of breed, absolutely. i have to find out the specifics of what they intend to do with the proceeds. i will tell you i watch the company and that company has done better than almost everybody else in the segment. i want to stick with them. it's just a miraculously run company and it's a winner. my goal is to have you spend as much time researching your portfolio as you would your fantasy draft which i would say i spent more time on the fantasy draft. we have honeywell, 3m, wells fargo. even espn insider doesn't know

as much about this fantasy team as we do. stay with cramer. >> announcer: coming up, windfall? telco provider windstream has sunk nearly 20% this year. with a dividend over 10% is it time to pick up the phone? cramer sits down with the company ceo just ahead. [ male announcer ] when this hotel added aflac to provide a better benefits package... oahhh! [ male announcer ] it made a big splash with the employees. [ duck yelling ] [ male announcer ] find out more at... [ duck ] aflac! [ male announcer ] ...forbusiness.com. ♪ ha ha! it's got that sweet honey taste. but no way it's 80 calories, right? no way, right? lady, i just drive the truck.

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>> announcer: lightning round is sponsored by td ameritrade. [ bell ringing ] >> it is time. it is time for the lightning round on cramer's "mad money." you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." al in new jersey. al. >> caller: hey, skee-daddy, boo-yah from toms river. >> great softball down there. what's up? >> caller: i'm looking at offshore drilling contracts. >> right. >> caller: i have been listening to what you have been saying and looking at the fleet, the drill

ships, support equipment. also looking at the future bookings and rate prices coming up. >> right. >> caller: lastly, i was also looking at yields. if there was any good outfits out there with yield. >> okay. >> caller: i narrowed it down to nova energy and sea drill, sdrl which -- >> i tell you, seadrill is a great stock. i like the group. i missed the stock but i think there is more to run. i apologize that i missed it. i was too focused on schlumberger which i like very much. steve in louisiana. steve. >> caller: hey, jim. boo-yah. >> boo-yah! >> caller: thanks for taking my call. my stock is international game technology. >> no, no. i'm not going there. i think we are over casino'd as a people. they need a building or a rebuilding cycle. they don't have it. eric in california. >> caller: hey, jim. boo-yah to you. >> boo-yah back.

>> caller: i have a question. i have duke energy. i was wondering if it's a buy, hold or sell. >> you should buy duke. rogers is fine. we're not about office politics, what the guy did. we're about the company, and duke is real good. donna in california. >> caller: hi, mr. cramer. >> how are you? >> caller: i'm just fine. i'm so pleased to talk to you. my question is, bed, bath & beyond. i think it will benefit from the housing turnaround. >> it's also a great place to go when you take your kids to college. i think this company is overly punished for that last quarter. i agree. it's a buy. let's go to roy in new mexico. >> caller: hey, jim. >> what's up? >> caller: i want to ask you about this company that declared a special dividend. i want to know if it's going

higher. booz allen hamilton. >> we liked it for a long time. i think it is a good situation. i need to go to anthony in maryland. >> caller: boo-yah, jim, from chesapeake bay. >> oh, man. on the shores. what's up? >> caller: american capital. what do you think? >> i like agnc and nly if we are doing that group. american capital agency and annaly. mike in illinois. mike. >> caller: boo-yah from central illinois. >> a stuttering boo-yah from the center of illinois. what's up? >> caller: thanks for taking my call. the stock took a hit on fossil. what do you think? >> they lowered the expectation. they can be beaten. that's not my kind of game. i'm going to say don't buy. i need to go to geno in north carolina. >> caller: hi.

been with you since the jim & larry show. this is my largest holding. i'd like to know what you think of it. hexcel. >> it's chronically undervalued. once people see the dream liners shipped everyone wants to flock there. rick in florida. >> caller: big boo-yah down here in orlando, florida. thanks for having me on. >> i'm giving you a disney and universal boo-yah. >> caller: my question is harris corps. it's been running a little bit lately. i was wondering, does this thing have legs on it? >> even a 52-week high it is chronically undervalued. three years ago in october i was talking about the stock with mike price. oh, boy. boomer sooner boo-yah to you. it was undervalued then and now. i like it very much. and that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td round is sponsored by td ameritrade.

i said it a million times

and i will keep saying it until i turn blue in the face. you got to have dividend paying stocks with high yields. dividends may not be sexy like smoking hot growth stocks. they're not apple. when you look at the market, 40% of the total return from the s&p 500 going back to 1927 comes from reinvesting dividends. if you pass up on high yielders you're giving up 40% of the gains of stocks. that's nuts. as much as i like notoriously b.i.g. dividends, not every high yielder is a terrific opportunity. it's possible for the yield to be too high. sometimes it's a gigantic red flag telling you to stay away. maybe the dividend isn't sustainable. how do you have do you tell the difference between a warning and a fabulous money-making opportunity? take a look at windstream. windstream's dollar share is

twice the size expected this year. stock was crushed after a slight miss august 9th. it's a telco company so look at the cash flow. it's more than enough to cover the dividends. for years it's been moving away from the old fashioned consumer voice biz to focus on broadband and business customers. can they deliver on full turnaround? let's check with the president and ceo of windstream, find out where the company is headed and find out if we should be skeptical that it will be maintained given the problems smaller telcos have had. welcome back to "mad money." >> good to see you, jim. >> have a seat. >> thank you. >> i mentioned on my morning show that you were going to be coming on. many of the people who follow me said you've got to ask how they

can continue to pay that size dividend. why is your situation different? >> we're a different company, jim. we are focused on the enterprise space. you said it earlier. we are not an eps company. we generated $1.60 in cash flow per share. our dividend is very comfortable. we've got great opportunities this year to invest in parts of the business that are going to grow into the future. specifically, i know a business you love is fiber to the tower. wireless tsunami you call it, i think. >> mm-hmm. >> we have over 5,000 contracts with some of the biggest carriers in the country. that's offering us great opportunities. we are also making big investments in the cloud. sometimes while these may not be popular in the short run, we are trying to build a business for the long run. when we first talked in 2005 our company was growing at minus 5%

obitda and top line. today if you look at the last 12 months we're essentially flat. i think that the dividend is in great shape for 2013 and 2014. beyond that, we're growing and we offer opportunities to do two things. increase the dividend or buy more share back. >> you would think about increasing the dividend even though broadband metrics turn negative and even though business voice wasn't so good. >> it was the best in the industry at minus 3.6. >> it's minus though. minus is minus. >> that's why we're inventing in the enterprise space. >> okay. >> we had a promotion on the broadband side that missed the mark. we have made corrections there. in the promotional business what we try to do is really invest heavily in an over the top television offering. the world is changing as it

relates to video. we tried it. it was tremendously successful in terms of the customer experience but in terms of the promotional attractiveness of the offer we raised our prices. we have since adjusted and you will see a different story here. we still grew revenue. >> you came here in november 2011 and said it in the conference call that 2012 would be a breakout year. >> i think 2012 has been a fine year. >> stock is down 20%. do i want to say it's a great year? >> it's a great year. >> i would be high fiving you if it was up 20%. >> we're still on track. >> we had a surprising first quarter. it was something we knew about.

we are a $6.3 billion company with $2.4 billion in cash flow. the fact that we had disruption because of a situation is not going to change our strategy. we are focused on the enterprise. >> if you get a little bit of bounce in the enterprise work you will make up for whatever is happening in high speed internet. >> yeah. what's really remarkable since the deal you and i talked about in december of 2001, we have access today to companies we have never had access to before. fortune 50, fortune 10 companies. we are getting great access. we sell today, not only digital voice. we sell to cloud. we sell network. we have 140,000 route-miles of fiber. we have a cloud business growing at 18% a year in our company today. >> so this is a patient story.

one that the dividend is not at risk in the long run. >> thank you for clearing it up. jeff gardner, president and ceo of windstream corporation. it's a long-term story. "mad money" is back after the break. [ male announcer ] when this hotel added aflac

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send money to anyone's checking account with chase quickpay. all you need is an email address or mobile number. you're welcome. take a step forward and chase what matters. execution matters so much in this market. yet it remains underrated as a way to analyze securities. consider this morning where we

saw classic displays of how good and bad execution can define the way stocks are traded. lowe's cut the forecast in a shocking and hard way. we know from home depot's recent reports that consumers are spending on their homes again. home depot said for the first time in ages home spending is a bigger part of the gdp this quarter. lowe's, earnings missed big and the company made it clear wall street is expecting too much from them. 10% drop in income coupled with declining same store sales says whatever transportation lowe's is chattering about isn't working. no wonder the stock got pancaked for 5.78%. the ceo was humble and recognized the fault rested with lowe's management, not the economy. let's give him points for that. still, home depot is taking it to lowe's and they are going in different directions. if the ceo of home depot wasn't so good i would have no choice

tonight but to slam niblock on the wall of shame. lowe's earnings have been nothing to write home about. i can't believe they are this horrible. if they remain that way, he better get ready for the wall of shame. how about the flawless acquisition of aetna buying coventry health. the ceo is taking control and he told me this morning on squawk the deal works under either president, but one reason the stock jumped 5.6% despite the issuance of stock to make it happen is obama care makes it a match made in heaven. they are paying a discount especially when you back out the healthy cash position. aetna has the ability to manage coventry's cash. how about the flip side? one of my least favorite stocks. zagg. lost its ceo robert peterson

last week amid tepid sales for cell phone accessories. i argued they sold commodity products. peterson insisted zagg had a suite of iphone covers that were unique. talking about zagg as a surrogate apple play. looks like the ex-ceo didn't have the game he said. the execution was lousy. the company is down more than 13% today. as herb greenberg pointed out today peterson sold a ton of stock before he left as a result of a giant margin call. execution matters. home depot and lowe's going in opposite directions. it's a reminder that the best of breed is always worth paying up for and the worst of breed, avoid it at all costs. stay with cramer.

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some good news after the bell. a retailer, urban outfitters,