>> i'm jim cramer and welcome to madd money. other people make friends, i'm just trying to save you a little money. my job, teach, coach, entertain. so call me. what do you do when a stock you own gets completely slammed upside the head? do you run from it? repulsed by the actions? sell, sell, sell. or do you try to figure out

whether you should buy, buy, buy and not sell? on a quiet day when the dow inched up just to beat the clock, fell .21%, i don't want to talk about how 30 t.o. view a price break in a stock, what it means to you and how to tell you, or let you learn yourself, whether or not it represent an opportunity. and what a great day to do it because we have two stocks. norfolk southern, railroad giant, and bed bath and beyond. which declined by almost identical amounts today. two different stocks and two very different industryes. ones that illustrate, not the concept of trading which i'm increase lig tired of talking about, but the process of investing. first, let me advise you after keynote advice of way too many people out there, especially traders who don't see the importance of homework or don't

have the time, inclination or smarts to do it. many say, that's finished. they punch stocks, perhaps somewhat unwittingly. when the prices plummet, these traders think, oh, season over. to them these stocks are there for not going to make the playoffs. the playoffs. so for get them. they are no longer worth betting on. ladies and gentlemen of the stock jury, i have news for you who share this wrong-headed view. stocks aren't sports clawsed. there are no seasons and no one and done playoffs and no wild cards or total elimination. stocks are pieces of paper that are the sum total judgment about a business by a mobile market participant. often that judgment can be called into question and found wanting over a longer period of time. what you have to try to do is

figure out if that sale the markets put on for a particular piece of merchandise is a buying punt or precursor to another sale and, well, you get the picture. did the marketplace take the stock market down far enough, given the information, not just the news, but information, and therefore you should be drawn to it. or is tht big sale starting so you're going to get smoked if you step in and do buying? which is what many think don't make the playoffs. first, norfolk southern. they missed the numbers huge. and really, it felt pronounced last night. something you do when your business has fallen tra datically lower than anyone expected and with no hope of bouncing back any time soon. the root cause of the decline, a major fall off in coal shipment. how about bed and bath?

what was its sin? a slowing incomparable store sales. those are the like same it same year over year stores. numbers are down shifting from 5% growth to 3.5% growth. at the same time, the gross margin also came in lower than expected. okay these are all those headline numbers and headline pieces of news and many uninformed people i hope not you, trade on those headlines. however, we're investors and when we're confronted with these massive declines we pull the file so to speak. looking deeper into the headlines in the calm after the battle. we take them home, open the file, make decisions. we try to figure out whether things are bad and getting worse which means they'll keep selling were things bad but cannot right now, can get better. which means you have to use the price break. what is so compelling about the almost identical price declines. the fantastic balance sheets and reputation.

they aren't fly by nights or flashes in the pan. that doesn't matter in the end though. because here the judgment i make by meeting the files. we often make these judgments. if you are going to buy the norfolk southern stock, you have to believe that the coal, the proks mate cause of shortfall, will turn around in a reasonable amount of time. many people feel coal is a cyclical downturn and for moment, because it is lacking in electric demand, don't need to order much more coal so norfolk southern couldn't dot numberes. once it gets cold again, the bullish people think, the numbers will bounce back and with it will be norfolk southern. plus, it is not like the company will get newfound competition for coal when numbers call by. coal has no competition to speak of for a client and you can't ship it by truck. that the bull thesis. i respectfully disagree. actually, not respectfully, i just disagree. we probably interview more utility execs than any others, and a lot of people think they are boring.

i think they are interesting. first of all, they do love coal. regulators don't. many utility feel that epa under obama is determined to shut down all coal plant. even as lives aren't used up and there are billions upon billions to minimize pollution. these execs point out that epa is moving the goalpost further and further and further away. but they will tell you, that's impossible about rise the price of electricity dramatically through rate payers. after years of being in periodic short supply, but none ever as low as coal, now switched price in places. now gas is cheaper which pleases the ray payers and it is cleaner, which pleases the epa. he will likely not see nicole plants, which means no secular growth to rails, and no giant rebound in stocks at all. now, what does that say to me? it suggests that norfolk southern hasn't gone down enough yet aep the fact that it yields

3% instead of say 4 means don't buy, don't buy. oh, but how about bed bath and beyond. no one want to say same stores accelerate. the companies integrating would be acquisition for next year. we know from the housing start numbers we just got yesterday that housing is on the mend. existing sales looking good, plus this is a company with shrewd management that's been able to adjust over time to slow downs, by offering new and different merchandise. to me, that means the price break in bed bath, while it is not finished because there is no yield protection, should not be sold. that's why contributor of fast money and i huddle all day about this. we think if the stock was 3 or 4 it wouldn't include enough for the slow down. but down six and change, may be interesting. could be the beginning of a real and viable overreaction. plenty of resistance to this view. charter turning on bed bath say it has a faded double top. retail experts would rather switch horses, perhaps it limit it. which is going the opposite direction.

but i'm not a technician, although on tuesdays i do play one on tv. and i think the limit is atity 52-week high. i respect the price break. i know that there are plenty of mutual fund owners who will huddle today about bed bath. they don't work as fast as others guy. others didn't finish their cell waters. me, i thank the sellers. they have given us a chance to begin a fine company stock at discount where it deserves to be. here is the bottom line. six point decline, not enough. given this railroad principal targ cargo is in a secular decline. the nay sayers claim it is derailed. but i say, wait a few more days but then -- all aboard! herman in ohio. herman? >> caller: how are you? >> all right. how are you? >> caller: i'm doing fine. >> good. >> caller: i got a quick question for you, because i know you're a hell after busy man. >> i've got some time. i'm not jammed right now.

i'm just here doing the show. >> caller: okay, here we go. unp has been taking a beating the last couple of days. i know you like the stock. >> yes. >> caller: i do too, to be honest with you. my question is, is this a good time to jump in on the stock since it's taken a little bit after beating lately? >> i've been mulling this one over. down from 129. but it has been a red-hot stock. here is my take. i think there will be more down grades tomorrow. people will be mulling about whether this whole rail business is finish pepd union specific has calls nearly as important and they have reposition of cargos going on. i say between 115 and 120, pull the trigger. veto from georgia. >> oh, booyah from the great state of georgia. how do you think the 3 billion the company plans to return to shareholders and 1.3 billion for potential growth will effect the stock praise and is this an obvious buy? >> no, it won't affect the stock

price because we want growth we dent want buy backs or more cash, we don't want this and that. we want growth. when yahoo! starts taking shares from google, it'll be bye-bye time. but right now, it is still d b-y-e. >> caller: what is up with stock tricker f? it's been down for almost year now. >> well, there ford, ford that the united states and that is enfuego. that's focus. then the ford from overseas. europe, bad. latin-america bad. guess what? two against one. can't own it. bed bath and beyond, norfolk southern. two different companies, two industries. norfolk is calling off the rails. i don't want to be no norfolk. bed bath, looking good. stay with cramer. kwuming up, bargain

shopping? retailers have been on the rise. but after perusing the aisles, cramer spotted bun stock that could be available in a discount. as the holiday season heats up, can this make you a cool profit in stick around it find out. and later, making dough. domino says increasing its share of the pie and giving investors a healthy slice of the profit. but can this pizza party continue? find out if it can flame the upper crust of the peas why population, when the ceo breaks news in cramer's exclusive. just ahead. plus, tis the season. in just hours. millions of people around the world, will get their hands on the highly anticipated crown jewel of the apple empire. iphone 5. but tonight, get ready to throw everything you think you know about tech out the window. cramer's looking beyond apple, and what he says may surprise

you. all coming up on mad money. don't miss a second of mad money. follow @jimcramer on twitter. e-mail us at cnbc.com. or give us a call. miss something? head to madmoney@cnbc.com.

any moment stocks might rally for a week, month or season before they only go out of style. never ending wall street fashion show and then the long-term opportunities we search for all the time here on money, what i call the secular growth stories. potential to keep going higher year after year after year. hey, look, this laddtter group can be serious money-makers.

these stocks still have expiration dates. everything you buy, you are only going to have to one day, sell, sell, sell. however, their moves will often last longer than you have imagined possible. that's why tonight i want to talk to you about a terrific long-term name that some people have been backing way from over the last week and half. that name is -- 5 below. symbol, five. it is a variation of the dollar store theme. expect instead of everything being $1, everything at five below is five bucks or less. we know people are excited. even though it has only been public for two months, it already had a man throw. the stock opened at 26.05. right now, five below is trading at $34.25. up 101% from where it became

public. giving you 31% gain even if you paid up for it in the after market. stock is now trading at 50 times earnings. that's pretty darn expensive. even when you consider the fact that five below is super rapid 35% long-term growth rate. so some caution is necessary. but, let me first just say, if you took my advice, and got in on the five below ipo, philadelphia company, i'm from philadelphia, feel free to ring the register if you want to. no one ever got hurt taking a profit. if you brought five below in the after market and you are up 31%, you're not crazy. not crazy at all if you want to take some off the table. simply being responsible. that said, there is a reason why this stock has run so much. we got to explore it. see, five below is a fabulous long-term story. that story still holds true. which is why the exception with profit taking strength, i still think that five below is worth

owning. what makes this company so attractive? oh, sorry. pretty simple. five below has what we are looking for in retail. it is putting up new stores at an incredibly rapid pace. its existing stores are doing quite well but at the moment five below only has a tweet 226 locations. and all of them are located in the upper eastern kwau dron of the united states. not this part. this part or that part. in other wards, this company has a ton of room it expand. management said they believe they can grow five below store based to more than 2,000 locations, all over america. and they are opening stores quickly. they plan it open by 26%. next year up by 25%. we are talking about a massive and quick expansion. if five below were a baseball game, it would still be in the second inning. not the nine thing when ryan howard hits two-run homer with two out against the mets. by the way, this is the reason the stock is so expensive.

money managers see how rapidly the company is expanding. they see how much after runway it has it grow and that makes them willing to pay for the nose for this stock. how high could five below go? five above? ten above? let's be sane about this. let's look at other dollar stores. and not multiply by five. dollar general has nearly 10,000 stores, 17 billion market count. dollar tree has 4300 stores, worth 10 billion. if five below has 10,000 stores i can see this being 4 to 5 billion company. that's a huge, huge run up from the current market cap of slightly below 2 billion. however before we get too carried away, doesn't mean you need to buy five below right now right here. this is wrong. this is a long-term story. i'm bringing this up now because you need to be patient and wait for pull back. you will get pull backs and that's why i'm featuring it now. i know because one week ago, actually a week and a half when five below reported first

quarter out of the box as a public company on september 10th, wow. the way this stock behaved after the quarter, it gave you a terrific game plan of how to play five below in the future. you see, five below reported results that were above wall street estimate, including 8% increase on sales. street is looking for five percent rise. but they fail it beat, whisper, higher figures that bullish money managers were whispering to each other that they thought they could get. there are conservative guidance for the next quarter. same-store sales in mid single digit. management is always paying for it and seems, come on. wh happens when the company expresses caution? this is where your opportunity will come in, people. five below got hit and got hit hard before quickly rebounding. the company stumble gave you terrific chance to buy weakness but only if you are ready to pounce. why i'm featuring it today rather than wait because it

didn't last long. see, before five below reported the stock was trading $35.38. then the day after reported the stock opened at 33, sank to a low, of 31.20. and then closed at 33.55. you add chance. you add chance. you had a chance to buy the stock down 10%, day after so-called disappointment. a the epd of the day five below is rebounding. now barely a dollar below where it reported though it did pull back today. five below is a momentum stock. the slightest little issue can cause the share price to get banged down in a major way, giving this fabulous buying opportunity that we saw when they reported it and i think we can get one again. here is the bottom line. five below, it is still a terrific regional to national retail growth story. the fact its first quarters are publicly trading company, disappointed investors, is not the reason to back way trt stock. but it is a reason to be smart about how you approach it. no reason it chase five below

and every reason it wait for pull back and buy weakness. even as i believe that the long-term gains here could be tremendous. >> let's go to dan in new york, please. dan? >> jim, why give you first place booyah from westchester county, new york. >> how did you know that i'm in the league delivering nor conference. what's going on? >> i got a question about dollar general. you've always said one of the most important factors in investing in stock is what the insiders are doing. according to yahoo! finance insiders dumped 99.5% of their share the past six months. stocks doubled in that period is still around 60. am i the only one concerned about this? >> no, you are doing the exact right thing you made money every time you bought one. it has been a remarkable performer and is just moving into california. an absolute terrific story. i wish i told you to buy it

recently because it turned out to be a fabulous opportunity. john in maryland. john? >> caller: hey, jimbo, man, thanks for having me on, man. >> sure enough, chief. what's going on? >> caller: well, i have to give you a philadelphia eagles, booyah. >> i will give you a very tough but beshawn is playing on sunday. what's up? >> caller: well, snp -- >> oh, fifth and pacific? i used to think this is one of those you can run but you cannot hide muhammad ali stocks. but it made a come back, former liz claiborne. if you want it play that particular ilk, i do like jones more, i think jones has more upside and the mojo is back for west card and company. when a company is -- don't forget, obviously like pbh, vf

corp. i'm looking for a company like fifth and pacific. it is key to understand how to approach it. don't chase five below please. but get ready for when we get the next price break because it's going to be a regional national multiyear opportunity. after the break, i will try to make you even more money. >> coming up, making dough. domino's has been increasing its share of the pie and giving investors a healthy slice of the profit. but can this pizza party continue? find out if it can claim the upper crust of the pizza population, when the ceo breaks news in cramer's exclusive. just ahead. and later, tis the season? in just dollars, millions of people around the world will get their hands on the highly anticipated crowned jewel of the apple empire, iphone 5. but tonight, get ready to throw everything you think you know about tech out the window. cramer's looking beyond apple

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in case i get hit by a meteor. wow, your hair looks great. didn't realize they did photoshop here. hey, good call on those mugs. can't let 'em see what you're drinking. you know, i'm glad we're both running a nice, clean race. no need to get nasty. here's your "honk if you had an affair with taylor" yard sign. looks good. [ male announcer ] fedex office. now save 50% on banners. [ male announcer ] introducing a reason to look twice. the entirely new lexus es and the first-ever es hybrid. this is the pursuit of perfection. is domino's pizza set to deliver to your door? after a new ad campaign it came

up with an incredible on-line ordering system. thanks to all these changes, this was a perfect stock in 2010. it rallied 90%. domino's was fabulous in 2011. share price doubled. but 2012 is more difficult. it paid out a wonderful $3 per share dividend. then in june when we last spoke to the ceo, spins then domino's rallied back from the last interview. because my daughter and i order one via the iphone app, no cheese, please, but plenty of banana peppers, every time we get together. so do they have their mojo back in fundamentals seems the same. i think the lat. they have a great business model. 90% is franchised, which means the franchisers have to bear the brunt of the cost. already half of the company's locations are outside of the united states and overseas business is growing like a weed.

especially if uk, turkey and india. today i understand the company has news to announce. so let's check in with patrick doyle, ceo of domino's pizza, to see what's cooking and find out more about how the business is doing. mr. doyle, welcome to "mat money." >> hey, jim, how are you? >> good to see you. >> good to see you. >> so the news is next thursday i'm going to be in istanbul and we are cutting the ribbon on our 10,000th store in istanbul, turkey. one of our fastest growing markets. couldn't be more excited. i think we are the eighth restaurant company in the world to hit the 10,000 store mark. so we are in a pretty elite group. >> what does that make your foreign versus domestic look like? >> so we are bigger now outside the u.s. than inside the u.s. certainly as you go forward the next few years you will see a lot more growth on the international side and ultimately, you know, i think that's the story for restaurant companies and for domino's. you got just over 4% of the

world's population in the u.s. so, you know, with 7 billion people, only 300 million in the u.s., you got to have that international growth story. that's where most of our growth will come from. we have proven it works but we still have a lot of upside, a lot of room for us to grow international. >> in your recent august presentation you have a list of international opportunity. i have to ask you because i thought some numbers were at, look, your numbers. but i got understand how you get this. we're talking about top ten markets potential store count, india right now you have 484. you think you can have a thousand? why do we need a thousand domino's in india? >> you know, i think ultimately you may even see more upside than that. we're on a pace this year where i think we are going to get around a hundred stores open in india. you've got over a billion people. cash on cash returns of the stores are absolutely phenomenal. we are still getting

double-digit comps out of that market. so i think you will continue it see terrific growth in india and ultimately the store count that we can deliver in india is driven by continued economic growth in that market. but we think we can do a you this today with the economy where it is. as it continues to grow, i think it is possible that number gets bigger. >> you think you can add almost three times the number of stores you had in turkey? >> yeah. i think we can. >> population is great. middle class is booming. we're doing just incredibly well in turkey. we're about 250 stores right now. again, the cash on cash returns on the stores are terrific. so it makes sense for our franchisy there to be building them and they are going after the market very aggressively. >> last one to ask about is france. i don't usually think of france as a place i would give a jingle. you know, i don't think of it as domino's place, frankly. but have you 208 and you take it

to 850? >> yeah, we absolutely can. i've been in france a couple times this year. our result are very strong there. french eat a lot of pizza. a lot more than you might think. and we're the leaders there. >> friends like jerry lewis, i got to tell you -- >> are you comparing me to jerry lewis, jim, really? >> you know i like dominos. you know i'm one of the first to have the app. you know, we complained there was the no cheese option and you put it on. is domino's like a cultural chic thing because french tend to be snobbish. i don't think of them going for domino's. >> they love it. they love it. we are delivering to their homes. peas ya pizzas there are terrific. and the opportunity there is big. they love it. >> did you put a big ad campaign in each of these countries. like if i go to turkey and turn on the tv, will i see domino's ads during their soccer games

where they care passionately about it? >> yeah, you would. it is one of the things that generates growth in a market. is you reach the point where you can go on television and the first time you do that, when you've got enough stores to make that, generate a good rli for you at a national level, you get a good double-digit bump on your comps when you first go on tv. we are already that point in turkey. we're on television some in france. that generates great growth for us. >> now, i know you have a franchise model. so franchisies have to eat a lot of the cost. but i know you're opening in countries that we think are dead in the water, 115 in spain you got. france, we know france is in trouble. so, i mean, have you higher costs. the people are supposed to be more strapped. are you like a trade down play do you think? are you something that people call up because it is too expensive to go elsewhere? >> yeah, i think the will have u proposition that we are giving is why we have continued to see good result, particularly in

europe. spain, definitely slowed down, but it is still holding in there okay. we got hit pretty hard in greece. but it is small. about 30, 35 stores there. the bigger markets have continued to motor along. and i think it is exactly what you are saying. we give good value for family of three or four folks compared to other alternatives. so we have continued to see good results in really around europe, except for a couple of the southern market. >> one question, the united states, i know not as important, but in the most recently, papa john's is doing well. is that one of the things where you look in the mirror and hear foot steps? or do you just not care because you are just so international sfwh. >> competition is a wonderful thing. the u.s. is a our marge et market. got to be our largest market for a long time. we are in the market where we thought we were going to be. just under 2% comp growth and you know, we like to win. we weren't quite there in the

first half. but stay tuned. we're a competitive bunch here. >> all right. look wib think you're doing a lot of right things. i've been behind you. where you knock the stock back more than i thought it would. people thought the story was over when you paid that dividend, didn't it? >> you are always getting the offset up front on $3. that going to come out of the price when we paid it. but, you know, our shareholders know we are doing the right thing with cash. er with always running the numbers looking at whether dividend or buy backs will make sense for all of that free cash we are generating over $2 million a week. and you know, we have generated awfully good returns, running that play over and over. >> you sure have. thank you patrick doyle, vice president of domino's pizza. stay with cramer, stay with domino's. >> coming up, tis the season? in just hours, millions of

people around the world will get their hands on highly an it the paced crowned jewel of the apple empire, iphone 5. but tonight, get ready to throw everything you think you know about tech out the window. kramer is looking beyond apple and what he says may surprise you. xckramer is looking beyond e and what he says may surprise you. rkramer is looking beyond apple and what he says may surprise you. amkramer is lookin apple and what he says may surprise you. er is looking beyo and what he says may surprise you. cramer is looking beyond ap and what he says may surprise you. ♪ ♪ [ male announcer ] how do you engineer a true automotive breakthrough? ♪ you give it bold new styling, unsurpassed luxury and nearly 1,000 improvements. introducing the redesigned 2013 glk. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services.

it is time, it's time for the lightning round. then the lightning round is over. are you ready? mike in pennsylvania. mike? >> what's going on, bro, how are you? >> pretty good. what's shaking with you? >> what do you think about exxon? >> nobody ever got hurt buying chevron. but i can tell you, it seems like it was kind after top pick. exxon is just okay in my book. let's go to robert in texas. >> caller: boo-yah. >> i like that, hook em horns booyah.

i got the fire department hooked on watching you. we sit around and watch all day and talk about it. >> thank you. >> caller: hey, what do you think about diagio probably the best. it is real high or real low. >> these are are just terrific stocks. probably the best. don't forget, they got the captain. let's go to susan in california. susan? >> caller: hi, jim, thank you for taking my call. i was wanting to buy some stock for my grandkids and i was looking at leap, but everyone says go with something like apple. can you give me some inpute? >> well, look before you leap. >> i think you should buy print, i think sprint at $5 is the way to go. you get all of the benefits business without the problems of the elite. let's go to betty in north carolina, betty? >> caller: hi, jim, boo-yah.

my question is this, what's wrong with duke energy and how should i play it? >> they got that fracus at the top, you know, like mr. rogers, not the guy with the sweater vest, but the real cahouna. i'm doing a little house cleaning, i'm a buyer of him. let's go to mark in arizona. mark? >> caller: hey, jim, mark from arizona, formerly of new hope, pennsylvania. >> really man? around the corner from me? a all right. >> caller: what is your take on gun -- ganette. >> judge wapner made a very compelling case today. kramer is running that in usa today. he's money. >> let's go to mike in california. >> yo, mr. cramer, how you are? >> good, how are you? >> caller: hov, the stock not the car pool lane what do you think? >> stick with the car pool lane. >> let's go to kenny in washington. kenny?

>> caller: boo-yah jim from the pacific northwest. >> oh, man, good to have you on the show, pal. >> caller: thanks, man, how do you feel about the fundamental path of conoco phillips? >> i was a little disappointed in the growth there. it's just okay. chevron is cheaper because it has more growth. i want to go to bill in connecticut. bill? >> caller: boo-yah jim. my stock is tenaris, tn. >> you know, it's not bad. >> you know, tenaris. it's not bad. let's go shawn in new york. >> let's go giants! >> why do you come into my house and hurt me? why do you do that? why do you do that? i'm going to hate your stock, i'm going to hate on your stock. >> caller: my question is about siri, i'm about to pull the

trigger, pap what your what /* what are your thoughts? >> i think i would rather own siri. i thought the comments about -- the comments about mel, mel come on the show and talk about how you saved that company, because you have. but they are putting the cap on the stock because of what's going on with mallone. mel will come on and tell your side of the story because i'm a believer. and that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. you'd spot movement, gather intelligence with minimal collateral damage. but rather than neutralizing enemies in their sleep, you'd be targeting stocks to trade. well, that's what trade architect's heat maps do. they make you a trading assassin. trade architect. td ameritrade's empowering web-based trading platform. trade commission-free for 60 days, and we'll throw in up to $600 when you open an account.

give me some tech as i need some new names. give me some tech. wanted to play the annual seasonal technology trade. what's about to play catch up, give me some merchandise, think, think, think. you know, tech stocks, they always trade up at the beginning of the holiday buying season and the end of the year budget flush. for so many information technology departments. they're both companies in governments. these screams for new ideas, they're not working anymore, not on any trading desk anywhere in the world. tech is more treacherous than i have ever seen it. and not because of any potential

short fall. it's treacherous because it feels like tech as we have known it for years and years is going away. yesterday's vicious downgrade in the equipment sector is one more nail in the coffin of the annual tech love fest. especially since this semi capital tech group. has jersey been the single best part of the tech business come fall. these days nobody wants to own the stock that pump out expensive machines. i would rather make machines that cut pringles. you can always count on billions and billions sold. like mcdonald to both replace less powerful machines and meet demand from lesser developed countries. the demand from lesser developed countries, there are millions and million of them being sold. it is fast growth to slow growth to no growth. but the year over year declines in many cases.

plus the generation, they're selling poorly, and if anything, you're going to get short falls, not positive earning surprises. some new chip from intel, a new release from microsoft. this year we have something positive from both of them. but have you ever seen less enthusiasm for these new psych -- cycles? who cares? our company is making things for the $650 billion that is apple. apple is about the biggest position i have. but i'm not advising trading apple. just owning it. as long as it remains cheaper than the average stock in the s&p 500. the combination of apple's momentum compared to dell and hewlett packard, with nothing to talk about, frankly, but firings is devastating to tech investors. these value traps are caught in pincher moves between tablets and smart phones and they have no -- that doesn't trade the

negative equation. in the old days, there was always semiconductor sets that we were buying. you want amd? good luck. numbers coming down, micron, fool me once, shame on me, fool me twice, how about fool me dozens of times. please p.m. both value traps. have been for years. texas instruments, boosted a dividend, already, but it's also struggling to make the numbers. they sell them to communications, that market has become very spotty. despite the need for more chips for smaller and smaller cell phones which leads us to broad wand, sirrus logic and qualcomm. sirius, the sound chip company has just rallied like crazy, 170% for the year, hardly undiscovered. i actually think qualcomm can be bought.

you can't have both without breaking the serious rule. still, even if you kept with the apple trade, skyward solutions and apple supplier got hit hard today, because word has it that it doesn't have enough context in the iphone 5. what else is there? apple doesn't use them? all you're doing is playing a moment supply demand in balances for those companies. now working stocks like cisco, i'm hearing price wars galore in that business. no thanks. that leaves a couple investable. emc is linked to big data. a whole big section about data today in the journal. emc subsidiary of bmw, the endless demand, people buy google, apple, amazon, net flix, but those stocks at $5, they're not cheap. internet itself does present some opportunities, google isn't expensive, it's got plenty of run way. particularly because of the

failure of others in the space. yahoo!. special media, linkedin. yelp, astronomical valuation. i don't like trying to catch the bottom or the balance. oddly enough that leaves facebook of all things. kind of an interesting idea, i'm told the new ad is doing quite well. i heard august is doing well for the company. if that's the case then the big supply of stock coming out of lockup down the pike. i actually think facebook is worth owning. it can handle the supply. and given that the stock is still down, and the company's now finally addressing it's mobile weakness. and i can see real action, sap, ibm, because their clients seem to be relying on them to save money in tough times. tonight, nothing to write home about. you put it all together and you're stuck with a tech group that doesn't have enough players to buy or have been already exploited or have players like apple, which is just destroying every company in its path. here's the bottom line, all the

leaves are brown and the sky is gray. so time to buy tech? not so fast. the years it by tech, gone. the ones that could move already have, my advice, if you haven't bought in tech lately, just wait, the seasonal trade, it's already over. in fact it never began. "mat money is back after the break. [ male announcer ] when this hotel added aflac

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to believe in howard schultz or not to believe in it. schultz the ceo of starbucks introduces it's new espresso machine. a latte espresso machine. the company not just the stock. which we know has been a bit of a disappointment, up 10% for the year, not too shabby, but down 12 points from its old high. first the coffee maker entry, while it's important, there's no coffee more than green mountain coming. the single serve brewer and starbucks partner. second, starbucks is seeing a turn in europe. there is a glimpse of optimism. third while on the quiet period, you can't talk about how the quarter's going. how about the slowdown sales that came to this country. now i know there's plenty of skeptics about green mountain and starbucks. my colleague here, herb, makes great points. to me it looks like we have a

frenemy situation. that will morph into an enemy situation when and how green mountain chooses to. i do not want it own green mountain, but i do want to own starbucks. and not just because of the skinny white chocolate latte i had this morning. lots of instant cat calls of my positive view of schultz on twitter. he made you fortune. he's been like steve jobs in a way and i don't use that analog lightly. hey, listen, they have disappointed us, but howard schultz? he's two for two. i trust him. he made it clear that the u.s. come back would be gradual, it will be long in the making, but it will happen. i'm going with schultz not against him, because it has been a horrendous bet. to go against schultz. i think it will be a horrendous bet once again. whether it be the versatile, the

rebound in traffic at home or abroad, schultz's primestar starbucks for a third amount of growth. and you don't want to be caught outside looking in. stay with cramer. in america today we're running to compete on the global stage. what we need are people prepared for the careers of our new economy. by 2025, we could have 20 million jobs without enough college graduates to fill them. that's why at devry university, we're teaming up with companies like cisco to help make sure everyone's ready with the know how we need for a new tomorrow. [ male announcer ] make sure america's ready. make sure you're ready. at devry.edu/knowhow. ♪

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