>> toll brothers had a great quarter. use puts. >> drought is lowering the mississippi river. short adm. >> see you tomorrow for squawk on the street. mad money starts right now. 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 right here right now is to entertain and teach. call me at 1-800-743-cnbc. at any given time, there is one particular stock i key on to get the lay of the market's land. s&p is up.

nasdaq rising .21%. for the moment, i've got my eye on a stock that's pretty much pl calling the tune of the entire market. it's a shocker. first, let me explain how i use my keys to the market to explain what will happen next. each day there are one-off stocks that are highly influential to that session's action. toll brothers, the high end home builder, reported at 5:00 a.m. this morning. it was such a cornucopia of orders, bookings, gross margin and up beat commentary i knew the housing market is alive and well. [ applause ] we got fantastic stuff from williams-sonoma, a high end housing retail play. cemented the bullish nexus that's been driving positive domestic stock action lately. of course i focus on dell.

[ sell, sell, sell ] for the day because the quarter of the company reported last night was so darned horrendous. [ house of pain ] it reminded me to tell you to take profits from stocks including techs. dell is a misdirection play a la the fantasy football draft i have coming up later on the show. that's because dell is losing share to lenovo and apple through the ipad innovations. of course i have to watch out. of course. matters every day. intraday reversal can pull the tune into the close. apple is the ultimate trading vehicle. something i don't like to see because it is emotional from the chartel followers. today they love it. yesterday that it hated it. i follow amazon and goolg because they have what all tech outfits want including facebook for mobile, social and cloud.

they can't impact the market for more than a few hours unless they just reported. i call them ephemeral bellwethers. i am adamant a as i was this morning that everyone is paying too much attention to what i regard as an irrelevant fed. in the fed minutes they don't mean much at all. i have giend sight that the rally in the dow jones was bogus when the minutes were released. they would have told you not to bite on the machine gun buying. the market is right where it was before the minutes came out. why? because of apple. many want to say the market is about qe-3 in terms of the to be or not to be. total side show. don't bank on this. those who make a big deal don't know the stock landscape. maybe other stock landscapes. but it's a great parlor game and makes you sound smart.

i'm all about helping you make money. believe me when i say the market isn't marching to the fed's tune. you know i also passionately have been watching the gld for gold. most of you aren't running hedge funds and this is about helping the home gamers not the professional money managers who are already wealthy. if you are a regular investor nailing the day -- you want to nail the major trend by watching a stock that will tell you what will happen. not that day. even the next day or the day after. but something that gives you the sense of what could happen over an investable period of time. i don't want to cater to the traders. to do it you have to follow a stock whose name i have made fun of. even though it is not funny. i'm talking about the huge spanish bank banco san tander.

this stock is bigger than the day. it's about as big as the epoch. and the july 24 bottom telegraphed the bottom for the european and u.s. stock markets. for everything from deutsche bank and apple itself. why is san so important as a tell? why does the stock have tremendous mine share at least in my head? spain now is the ultimate worldwide battleground. [ machine gun fire ] as spain goes, so goes the world. spain is large economy with a big bond market. it's right on the bubble. greece, it's not an asterisk but the market is prepped for default. spain, oh, boy. it will most likely collapse italy with the third biggest bond market on earth.

we have big banks in this country. wells fargo controls one of three mortgages but our banks can't take us down anymore. people think they can but they can't. they raised a lot of capital. nothing compared to spain where the bad loans are horrendous. no bank is bigger than p arbanc santander. it might be the most dominant financial in the world today. sovereign bonds it probably doesn't want. in other words it's basically lehman brothers but it's ten times over because the failure would send dominoes falling that may well be catastrophic for europe. we'll get through. it cannot fail. ever since they bottomed and began to rally in july it's been taking stock markets around the world along for the ride. it's been looking like a bull that smashed through every matador from 4.89 straight to

nearly 7 bucks. some of that is because the stock has reached latin american branches. some of it is because they have been able to raise money in the bond market. unusual for a european bank. picked up 2.5 billion in relatively inexpensive capital saturday. mostly they have rallied because it's a proxy for whether the germans will help save spain. you'd think germany would be eager to extend a helping hand. if the germans are cooperating with the faltering nations of europe, we will avoid a lehman-like failure and santander will head to $10. if they don't cooperate, we don't want to know. suffice it to say 100% of the latest rally in the s&p came because germany changed its mind becoming europe's savior rather

than a surge and the stock telegraphed the rally and any german backsliding. it is the one you must follow. bottom line, you want a feel for the big picture for what impacts every stock you follow, stock focused on american stocks. they aren't telling you. put san in a prominent place because banco santander is the key to the next 10% the market may give or take away. bill in colorado. bill. >> caller: i was calling about the multi billion dollar temporary staffing niche which is the first to get hit in a downturn and the first in a growing economy. with the current mush how do we play this niche in companies like manpower? >> this is a dice roll. i can't play it. i have been urging people to do p paychex with the terrific yield which will pay you to wait for the turn. mark in washington. mark?

>> caller: boo-yah, jim, from seattle, washington area. i want to know shw, sherwin-williams. they have been on an incredible run in the last eight to nine months. where do you foresee it going? >> that stock is integral to the big housing bull market. it would not be -- i wish they would split it so more retail could get in it. it wouldn't shock me to see the stock run another 20 points. to get a 10% move here even because they are just doing so well and the raw costs are coming down, too. dave in maryland, please. >> hello, jim. a big boo-yah from maryland. >> on the shores of the chesapeake bay. i have a ravens boo-yah. >> caller: i have been following shares of bbl not to be concerned with bhp. i have been looking to buy it on a pull back at 55 dollars at

which point out would yield 4%. if the stock falls below that level scale in as the dividend yield rises in half point increments. my question is with the latest earnings announcement and the decision about bhp earlier today to hold off on the expansion of the olympic dam project could bbl hit 55 dollars per share? >> no. it won't. there was a lot of political to that. i was talking to my friend in accounting. he nailed it. this is about the carbon tax. the scrappier the projects, they are going right to the australian government saying, listen, your carbon tax is destroying our ability to be competitive. the stock didn't go down. it's about politics. don't just buck the trend. nail the trend. grab your passports and look across the pond to understand what's going on. santander is your amigo for the big picture.

>> announcer: coming up, take a whiff? international flavors & fragrances had the sweet smell of success, spiking 10% after reporting. are there more gains to saver? cramer talks to the ceo for a taste of what's to come. later, ready for some football? we are down to the final selections in cramer's fantasy stock portfolio. you sounded off on twitter. find out if your picks made the cut and see which stocks are taking the field 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. road trip buddy. let's put some music on.

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when you have a lot of competitors vying for customers in the same space, business tends to look a lot loik warfare. just like in the real world when

companies go to war you take down the arms dealers. that's why i want to talk about international flavors & fragrances, iff, which i think of as a global arms dealers supplying food and beverage firms with new tastes to stay competitive. it develops personal care and home care companies differentiate products. this stuff is used in everything from deodorant to fabric softener. there is more pressure on companies to go to iff for help. iff is a key behind the scenes names for everything, fuelling innovation at procter & gamble, many other players. coming up with flavors that allow food & beverage companies to reduce salt and sugar content of the products without changing the taste. iff reported on august 8. the company knocked it out of the park. delivered a 5 cent earnings -- i don't care. you have currency over there. rose .8 year over year.

the flavors biz rose. and the stock shot up almost 10% in a day. it is bare aly more than 2 points from the day. you have more room run but let's take a closer look with the chairman and ceo of international flavors & fragrances to get a sense of with where it is running. welcome back to "mad money." >> delighted to be here. >> because i want everyone to know about the stock which is the second stock i used at goldman sachs, had everybody in it because it is a great international growth name. you just launched a fragrance la vie est belle by lancome. if you walked the viewers through what you did for this which julia roberts is the spokesperson people can help understand your company. >> that's a great question. i think the progress we have had with lancome is indicative of virtually all the progress and successes we have whether in fragrance, in food products.

it starts with understanding the brand equity of our customers, what they are trying to achieve, working collaboratively with them in terms of their marketing people and the things they are trying to achieve. we then pass it off to both our perfumer group who work with the customer to identify the ingredients in the magical scent. we have had success with lancome and others. a function of a number of factors working in many cylinders in the company now. >> you have been around forever, a hundred years. you have a great history. people forget that world trade started because of spice. that's what started it. 1400, we were looking for spice. talk about the history of your company as innovating because -- and now you are going, taking spice to other countries. i cannot believe in the time since i have seen you last how many new laboratories you opened and where you opened them. >> again, jim, we are international in our name and an

international company with operations in over a hundred -- selling more than a hundred countries. we have innovative labs in many new markets. as you pointed out in the last couple of years we have been more expansive. the thing we realized in our innovation is in many ways it needs to be local. we need to understand the customers, consumers, flavors are extremely local. as a function of that we need to be global in order to satisfy customer needs and we are going with those customers in many of the world's emerging markets. out's gone way beyond 1400. we continue to penetrate emerging markets. >> of the companies i follow you have the most percentage of the business. >> we do 48% of business in the emerging markets and we think that's a leadership position, yes. >> okay. one of the things people are excited about is you are very sensitive to partners so i know

you regard clients as partners. you have not kept pace with commodity inflation. you want to keep them happy but you have had a break in the commodities that go into flavors and fragrances. out's starting to go your way gross marginwise. >> we have had a good gross margin improvement in the most recent improvement. we were up 210 basis points. it was a function of many factors. we had pricing to recover some of the commodities. it's important to note we recognize the importance of pricing to our customers. it's a fragile economic environment. so in the pricing we have taken we have not recovered all the costs on commodities but what we have done to offset that is through new wins, significant benefits in manufacturing leverage and most importantly over the last couple of years we have decided what businesses do we want to be in and what don't we want to be in and some of the businesses with low margins where we couldn't achieve the return on capital we wanted, we

discontinued those businesses and hence there's been a nice uptick in the margin. it's really not a function of pricing though we are pleased now that commodity inputs, the level of increase is now slowing. >> when we see on a box -- a food box that you've got same great taste, less salt. same great taste, less fat. that's likely your company finding the way to mimic the taste without the bad. >> you are correct. scientists work to develop new molecules that do what uh you have said. same great taste, less salt, less fat, less sugar and the overall benefit to the consumer. health and wellness is significant and the customers appreciate it and so do consumers. >> some of the companies you're involved with are in a dogfight and they have to cut back and western europe they are cutting

back. some people think, fragrance isn't a necessity. from the numbers it looks like the tough competitors have to spend more with iff. >> a couple of points here. we represent a couple of points. maybe two to four in the overall cost structure. making a significant -- has a function of some of the new wins we have.

our business is performing well in europe now despite some of the well documented economic troubles. >> i have to tell you, you did a fabulous job for shareholders. great quarter. thank you very much for coming on. i have nope the stock well 27 years. it is terrific. you're starting to get free breakout numbers here. iff is terrific. after the break i'll try to make you more money. >> announcer: coming up, ready for some football? we're down to the final selections in cramer's fantasy stock portfolio. you sounded off on twitter. now find out if your picks made the cut and see which stocks are taking the field, just ahead. [ male announcer ] it's a golden opportunity

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during the golden opportunity sales event, get great values on some of our newest models. this is the pursuit ction. with the nfl preseason winding down, the first real game barely two weeks away we have been doing something different, having our own "mad money" fantasy stock football draft. the reason, building a great portfolio isn't different from putting together a great team. because i'm hoping the sports analogy will draw more people in because our fantasy draft is this evening. we drafted honeywell, 3m, disney, google and cisco. tonight we start with the single most important player on the field but unless you're picking aaron rodgers definitely not the first draft a.

vick is a lefty. the answer is the quarterback! i want to thank everyone who hit me up at jim cramer # fantasy stock portfolio for qb selections. by the way, you should keep an eye on the ticker on the bottom of the screen. you heavily influenced my quarterback choice. when i first had this idea i i thought it was obvious the quarterback would have to be apple. a stock that lead it is market like the qb leads the team. the more i thought the more i realized apple was the wrong kind of quarterback for the draft. the stock is nearly 13-point run today made me squeamish about it. uh i'm not backing away from apple. it's one of the greatest companies of all time. charitable trust owns it. not trading, owning. we need different things from different players.

we don't want to overpay on the short run. apple is a razzle-dazzle quarterback like michael vick. clearly the fastest, most aggressive player in the group. like vick. there is a good chance it could be injured which would lead to a quick plunge to lower levels. i don't think apple will be sidelined by a rib injury. it could definitely drop 50 points in a heart beat. that's not something i want in my portfolio. even though i know it can go up. i think you can get a better entry point if you wait for a pull back. just like vick, you don't want to draft it up top. no. what we want is the steady as she goes player. something that sits in the pocket, not just out there running, scrambling and barrelling into linebackers like h hit me.

no, no! we want a stock quarterback that's more like eli manning than vick. when you pick a qb you need someone who can play hurt and who's not prone to getting hot and cold. that's why i'm drafting eli manning of stocks. i'm drafting bristol-myers. it has a terrific track record developing new drugs and out's fallen off the patent cliff already. the biggest drug plavix responsible for a third of the company sales went generic. lt out's in the past and bristol-myers is paying you to wait for the next general raugs of block busters i feel confident. there is another reason we are picking them and it's

opportunistic. you are getting a fabulous entry point in the stock. just the opposite of apple. while the overall market ran a goodly amount bristol-myers pulled back more than 10% or had $5 billion shaved off the market capitalization. the reason? bristol-myers has a hepatitis c drug experienced an adverse event in clinical trials. patient taking the drug developed heart failure. we don't know if it has a link with the drug but it has to be taken seriously. it is a set-back. is it a $5 billion set-back? no way. bristol-myers paid $2.5 billion to acquire inhibitex. that makes the latest sell-off unnecessary roughness. i'm throwing the flag even though the refs are a joke, i'm throwing the flag telling you bristol-myers will come back from the ridiculous sell-off. i think it comes back with a

gener vengeance. when it does you want this stock quarterbacking your portfolio. next, we need a tight end. it's the 47 super bowl and the eagles will be in it. next, we need a tight end. the most flexible position on the field. a player can block and catch passes. strong, fast with the guts to take on a lineman who wants to sack the quarterback. reminds me of rob gronkowski of the pats. gives you protection of the yield. the company gives you upside courtesy of the transformation away from commodity concerns and themes like agriculture and safety. while the company's evolution means the stock has a lot of room to run. by the way, monsanto is hernandez. now that we have offense covered it's time to think defense. for that i i pick at&t. you know i like this company with the 4.8% yield for ages

especially now that margins are rising thanks to the price increases they put through. again, that is totally opportunistic pick. uh like the round we are getting. the longest streak in years. we need to take advantage and draft at&t. we would have drafted apple but it's gone down a bit. we like a bargain. you rarely get a bargain on a stock like at&t. finally, kicker. pick them last. my draft pick is nike. not just because they make footwear you kick in or they are the official sponsor of nfl merchandise making the uniforms for all 32 teams in the league. hmm. no. i'm making nike the kicker because it is a fantastic global brand. the last time the company reported in june, oh, geez. it missed estimates by a mile. 1.17 a share when analysts expected 1.37.

hideous! in response, the stock was crushed. view that miss as the equivalent of a bad kick. not scott norwood. kickers need short memories. when you have a high quality kicker on the team you send him right back out there after that miss. david acres. the problems nike had are either baked in or are being fixed. normally it goes through the roof for the summer olympics. not so hot but the season will be terrific which is why i'm drafting the stock. bottom line, to round out the fantasy stock portfolio you need a quarterback like bristol-myers. a tight end like dumont. defense, think at&t and a kicker, e i'm picking nike. jacquelyn in my home state of pennsylvan pennsylvania. >> caller: hey, jim. >> what's up? >> caller: i'm a regular viewer of the show. i just love it. i love your personality. you have such charisma. it's really fun. >> what was the last part?

>> caller: it's really fun. >> i meant the charisma part. that's okay. >> caller: i'll say it again. you have such charisma and personality. i love it. >> thank you! i guess we have to talk stocks, too. >> caller: okay. my question is starbucks. with the new square partners and this aggressive growth plan they have and i know they're down for 10% for the last three months. would you suggest a hold, buy more or sell? >> i i'm a believer. it's a long term situation. when howard schultz ceo came in and turned them around starbucks has to turn around europe. he can't turn around the day. i bank with howard. i like the call. ellen in maryland. >> caller: cramer! >> yo, yo. >> caller: every one of my stocks is a cramer fave. >> then you have a field of dreams. >> caller: i was in a cramer fave called home depot and they

made an announcement, we now expect paypal. so i want to buy ebay since they are also in a relationship with discover card. do i wait? wait for a pullback or go in now? i need help. >> you've got horse sense! my charitable trust owns ebay. we were selling it and bingo this lightning belt came. man, put a kick me sign on it that that's how good ebay is. buy ebay. it will work. this discover deal is as big as anything i have seen. cheryl in florida. cheryl! >> caller: is this cramer? hi! it's cheryl in palm beach gardens. >> how you doing? >> caller: great. how are you? >> real good, man. feeling strong. >> caller: that's fantastic. when are you coming to palm beach gardens? >> excuse me? >> caller: when are you coming to palm beach gardens? >> i can fly down. i'll be in the south this

weekend. i uh e i'll come by. >> caller: definitely. i love your show. thanks for the education and the humor. you are funny! >> thank you. >> caller: i love my dollar tree. i love shopping there. is it a good domestic play after the stock split? >> i wasn't thrilled with the quarter. i was at dollar tree and you're right. the one in south philly is great and the one at the shore. it's a winner. stay long. don't trade. just own it. it's terrific. this is a really tough call, everybody. this is rounding out my "mad money" fantasy stock portfolio for the ski-daddies. my quarterback isn't apple. i'm sorry. it's bristol-myers! the tight end is dupont. defense is at&t. my kicker is nike and i'm drafting first tonight. stay with cramer! >> announcer: coming up, the clock is ticking.

call cramer at 1-800-743-cnbc to find out how to fire away at cramer on the lightning round. can he with stand your thunderous onslaught of stocks? later, how do your stocks stack up in a mystifying market? cramer makes sure your portfolio makes the grade on "am i diversified"? all coming up on "mad money."

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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? time for the lightning round on cramer's "mad money." jeff in missouri. jeff. >> caller: hi, jim. fil. >> this is a hot stock. people feel dell has to buy them because of flash storage. that's one of the reasons amc made a successful acquisition. i think out's doing well. john in illinois. john. >> caller: hey, cramer. a great big thank you boo-yah

for all you do for us every day. >> you're quite welcome boo-yah. >> caller: the stock is nova gold, ng. hoping it doesn't stand for not good. >> i have beaten myself up on it. we are having a gld and gold minor rally. i i hope it goes up so maybe people can take the loss because there is a lot of things that could be happening longer term, but not shorter term in nova gold that are good. patsy in tennessee, please. >> caller: hi, jim. >> hi, patsy. >> caller: thanks for letting me call you. i need your help. permian basin. >> it got hammered today. >> caller: should i sell it? >> no, no, no. you're fine. you have the cash distribution. oil will go up. you're fine. tom in illinois. tom. >> caller: hi, jim. boo-yah from east central illinois. >> nice. >> caller: calling about

walmart. >> i like walmart. everybody's bummed. it went to where i expected it to go. 50% of the position now. if it goes below 70 you can buy more. u sr houston in california. >> caller: dreamworks, dwa. >> no, not a fan. not great numbers. hasn't been a good winner. it's a loser. you should sell. you want to argue with me, be my guest. pat in illinois. >> caller: boo-yah, jim cramer. first time caller. thanks for helping me when nobody else would. i have a speculative star scientific industries. stsi. >> this is the smokeless tobacco. i'm glad you call it speculative. you have not been a fan. [ sell, sell, sell ] philip morris pm is back. getting interesting. nick in florida, please. >> caller: hey, jim. what do you think about crown

holdings? >> the old crown cork and seal has long been one of my favorites. terrific company. i like the packaging plays including international pain. i also like bms which stands for buy my stocks and bemus. claire. >> caller: hello. this is claire from california. first tomb caller. >> excellent. >> caller: i'm fine. looking for your opinion about pfizer. >> pfizer is a buy here. they have a good yield. they are doing a lot right. out's not going to blow away the numbers. they can go up over time. you know what? rome wasn't built in a day. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. the playing field. take the privileged investing tools of wall street and make them simple, intuitive, and available to all. distill all that data. make information instinctual, visual. introducing trade architect,

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[ woman ] welcome to learning spanish in the car. you've got to be kidding me. this is good. vamanos. vamanos. vamanos. gracias. gracias. gracias. ♪ trece horas en el carro sin parar y no traes musica.

mira entra y comprame unas papitas. [ male announcer ] get up to 795 miles per tank in the 2013 passat tdi clean diesel. that's the power of german engineering. see your local dealer for special lease and finance rates during the autobahn for all event. this market has taken us on a wild ride the past few months. maybe years is more like it. as we hit a critical juncture bumping up against the four-year ceiling it's more important to make sure you have high quality names and you can ride it up or down, survive a hiccup. that's why we play am i diversified. this is where you call me, tweet

me and tell me your top five holdings. uh tell you if the portfolio is diversified enough or you need to mix it up. a tweet from shadow cub 67. he writes # mad money, # am i diversified, roundies, ellington financial, garmin american campus communities and gold. style and sector diversified. let's get to work. [ buzzer ] all right. roundy's keeps coming back. that's a tough one. we're going for yield. let's start out with ellington financial limited liability company. so that's a great -- these are all great yield plays the more i look at them. mortgage-related similar to agc. american campus is a terrific real estate investment trust. we talk about buying it on

squawk box. garmin does the global positioning. i have one on the boston whaler. supermarket mortgage reit. campus reit, gold and technology. i say ♪ hallelujah well played to our twitter friend. john in maine. john. >> caller: speaking. jim! >> yes? >> caller: thank you for the guidance you have given me over the years. >> you're quite welcome. >> caller: i would like to say hello to my mom on eastern long island. >> hey, ma! >> caller: okay. my tickers are aapl, apple. cvx, chevron. lmt, lockheed. mcd, mcdonald's. and jnj, johnson & johnson. kmp, kindermorgan partnership.

>> a lot of names there. >> caller: i would like to see if they're suitable. >> you have a lot of names there. j & j ismissing. action owners plus. app apple, technology. big oil, aerospace. hmm. let's call kindermorgan a pipeline reit. pharma, restaurant, tech, oil, defense and pipeline, mlp. hey, you know, uh-i i'll bless . we ought to go to greg in michigan. greg? >> caller: hey, cramer! this is greg from davison, michigan. boo-yah. >> i i'm taking it from there. thank you. >> caller: i would like to know if e i'm diversified. first time caller. >> okay. >> caller: i have vale, nly,

cop, ely and at&t. am uh diversified? >> i also like the yield component of this portfolio. annaly, vale -- it sounds like vail, but it's "va-lay." at&t, telco, lilly, pharma. they have great yields. oil, pharma, telco, mineral and reit. i have a great yield. i say ♪ hallelujah . brendan in ohio, please. >> caller: boo-yah from the buckeye state and a shout out to everyone from kjh. i'm a 13-year-old investor. first of all, i'm reading your book. great job on it. >> thank you. >> caller: i will give the phone to my dad because i can't legally -- >> i like your orientation.

thank you. bengals and browns, i'm sorry. not drafting any of it. but the reds beat us so what do i have to lose? >> the reds are great. >> they are great. >> caller: petsmart. >> ooh, yeah. >> caller: bank of america, whole foods, a biomed from you and unfortunately but hopefully in the long run facebook. >> ooh. okay. [ buzzer ] >> you know what? you never know with facebook. i'm struggling to come up with something to say. you never know. facebook is a cocktail party. whole foods is a supermarket chain. pet smart, retailer, bank of america. we have a great retailer, food supermarket, health care company. we have a cocktail party that goes online that's also an

online company. i like to call it a cocktail party. that's going to be diversified and that's the end for today of am i diversified.

where is the outrage about this? how much money do they have to lose here? everybody has an excuse for the behavior i have seen in the last year. it's outrageous. i can't believe anybody wonders why the individual investor doesn't run.

my rant about facebook from the monster selling. i'm most gratified. the sale was legal but it stuck in my craw because it was at odds with the way facebook management talked up the long term value of the enterprise. it's worth more than it's selling for. the big sale seems counterintuitive to me. we have every right to be angry about the decision to sell for someone playing with the house's money. it's a reminder on the web facebook seems luke out's really not a company as much as a cocktail party sight where you chatter away. you put your pictures up. not where you purchase things. google with the superior search, amazon, apple with itunes. you don't buy stuff at a cocktail party. uh i understand why peter felt like dumping shares, especially with mobile seeming like a flop. now i'm giving my sincere thanks for telling the truth about facebook with sales. doesn't really have a mobile

strategy. the whole world is going mobile. let's call it a long line of black marks while regular joes are stuck listening to management, believing in management. then getting hosed when management is, well, off the mark. however i don't want to bury the deals. i want to praise those who do the right thing, who deliver for you. that's why i want to praise the ceo of sunrise senior living who came on a year ago when the stock was at $6 and told us the term was at hand. i have been skeptical. here on the show of the stock at that time. i thought seniors were having trouble selling their homes. they couldn't move into sunrise as easily. mark assured me and hopefully you that sunrise is doing fine on sales and more importantly on fixing the balance sheet. something they are an expert on. i know mark from the days he helped recruit me from goldman sachs. he's a serial turn around artist

with a long track record of delivering. we have to deliver this time around. with sunrise catching a beautiful bid from a terrific outlet for 14.50. that's minnesota than a double. there are still many good things happening to stock owners though facebook leaves a loathesome taste in our mouths. congratulations to mark and the investors who believed in him and caught a double by owning sunrise senior living. condolences to the facebook investors who believe in the rapid migration from desk top to mobi mobile. let some go. thank you, peter. much more sincerely, thank you, mark. stick with cramer.

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