so why treat it like it's a little cold? there's something that works differently than over-the-counter remedies. prescription tamiflu attacks the flu virus at its source. so don't wait. call your doctor right away. tamiflu is prescription medicine for treating the flu in adults and children one year and older whose flu symptoms started within the last two days. before taking tamiflu tell your doctor if you're pregnant, nursing. have serious health conditions, or take other medicines. if you develop an allergic reaction, a severe rash, or signs of unusual behavior, stop taking tamiflu and call your doctor immediately. children and adolescents in particular may be at an increased risk of seizures, confusion or abnormal behavior. the most common side effects are mild to moderate nausea and vomiting. the flu comes on fast, so ask your doctor about tamiflu. prescription for flu. 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 money. my job isn't just to entertain but to teach you. call me at 1-800-743-cnbc. today's action frankly was even more bullish than the averages. dow gabing 44 points. nasdaq up .04%. why? because it seemed that everything was levitating at t the same time. even transport going up at the same time as oil service stocks. they should get smashed. that's not what happened. the bank stocks were up. we got a happy session where

everything rallied. buyers think that everything's getting better. courtesy of a powerful worldwide recovery. consider it a microcosm for the glorious year already that's 2013. already one that's taken the s&p 500 to fabulous five year highs. next week, we're going to find out what deserves to go higher as earnings season begins. we completed a five-year study of when the most money is made and the least money during the calendar year. first quarter earnings next week may be the single most difficult and challenging moment of the whole year to make money. the cross currents created by the need to temper enthusiasm. the season will be strong fourth quarter which we get from technology and bank stocks could

mark a peak in earnings. they give you pause before you go up. how many days to pitch rs and catchers? i can't wait. when you consider the fiscal cliff worries and the debt ceiling over hang gives people reason to be down beat in order to reset the bar so it can be easily beaten. [ boo ] >> it could make the earnings season the most difficult one in years. [ ghost ] >> that said, we're not quitters. we give you a game plan. we'll be listening for more than just quarterly reports next week. starting monday we'll try to get a read on one of my favorite groups and not that economically sensitive. the bio techs. we're doing it courtesy of the jp morgan pharma conference. it's the most important conference of the year.

i love this group so much. the health care con fab. what are we listening to? you know what i want to hear? cellgene speaks at 11:00. they are located in summit new jersey and so am i. we stuck with this one through thick and thin. how many times did people desert it? we haven't. i think it's going to be a great 2013 story. then at 2:30 we look forward to hearing from a favorite who defied all expectations withdrawing the promising als drug due to lack of efficacy. the stock barely dropped. how does that happen? simple. i think there is more to like there. tuesday we get reports from two of my favorite companies, but not necessarily my favorite stocks.

there is a difference. first monsanto in the morning. i always love it. looks like the company michael clayton. it's basically a bio tech company for seeds and a good one helping to feed the world. it's got all sorts of drought resistant, bug resistant seeds to give farmer a better output than anyone else. the stock rallied huge. i do fear a pull back. no matter what they say. what's the opposite of monsanto? the opposite. alcoa. the stock has been so poor it's hard to imagine it going down anymore. alcoa has so much going for it. turbines, autos, construction, aerospace. but it has to deal with the glut of the raw product -- aluminum. that can constrain progress as the ceo has done his very best to improve the company and its balance sheet. i wouldn't bet against alcoa. no matter what i need you to give a listen. clause tells you how each market

is doing. he's brilliant and tells it to you in a witty way. it's the drol east german sense of humor perhaps. on wednesday we'll take a break from earnings and listen to walgreens symbol wag. the drug star, the cohort has been significant of late. i'm waiting for the multi country initiative now that the tiff with express scripps is in the rear-view mirror. given the strength of global markets its go international strategy might be just right for investors. by the way, the stores, i would sleep in them if they let me. they're fabulous. i like the story. thursday, oh, boy. oh, man. claymation death match coming. herbalife telling you why they

are dead wrong for shorting it. to be fair it has to put up great numbers for years now. the ceo might be the most combative and passionate of any executive. i bet he takes the offensive against the most motivated to destroy a company which is the campaign by short seller bill akman to derail herbalife. where do i come down on this dispute? where do i fall? as i have said to you many times, i do not participate in battlegrounds. this is perhaps the biggest battleground i have ever seen or certainly the big pest i have seen televised. it's audi frasier. there will be a rumble in the jungle that i want front row seats for. but i would never tell you to get into the ring when the heavy weights are swinging. i get news about herbalife and herbal death from herb

greenburg. [ rim shot ] we hear from chevron, not as fun, with an interim update on thursday. this company is one of the worst performers of the dow. my trust owns the stock. the smart move is to wait for the company to talk and buy the stock after it gets hammered which has been the case forever. the updates appear to sound more bearish than they are. finally, friday, listen up. i have a thesis going here. the most misunderstood stock of the last few months. that's wells fargo. you think it's a stagecoach company if you listen to the bears. we always hear about management. they talk about how a crisis is a terrible thing to waste. meaning that ceos are supposed

to figure out how to use the dow to take market share, whip the competition and become dominant. that's what wells fargo did during the recession. the government was desperate to save the banking system and allowed wells to go from 10% of the mortgage market to more than 30%. frankly that's perhaps the most outrageous and outstanding and astounding market share grab i have ever seen in my career. no bank has been able to have that much concentration in the history of modern banking. wells has been spending the build out from a regional national brand taking share in every market it touches. once it gets its hands on your mortgage it will expand to take over all your banking business. cross marketing is the hallmark of the great bank that warren buffett continues to buy shares of in the open market even as he's the largest shareholder. for all that wells has become a

hated bank. critics talk about runaway expenses shrinking the interest margin. severe overvalue litigation. if interest rates are going higher which i think they are. wells fargo might be the greatest investor atm of the era. the reach is magnificent, management superb so i continue to pour money into it from my charitable trust. it's fashionable to downgrade the stock as too expensive. they focus on citigroup, sun trust. while i think citi can go higher and sun trust is improving i'll go with best of breed. so i will say once again analysts will be disappointed with the quarter for all the reasons i outlined. they will be. so i want you to buy wells fargo after it gets hammered. for the desire to dominant and the up front spending it needs to do to become the national bank it needs to be. bottom line.

this is a treacherous time to act but a terrific time to listen. if i hear anything that could be wipe for investment after the smoke clears i'll let you know on the show. trading before earnings not going to happen for me in 2013. it shouldn't happen for you either. i will go to johnny in california. it's johnny. >> caller: boo-yah, cramer. i've got to ask you. what the heck is going on with ulta? today it reaffirmed the earnings per share and had a great increase in same store sales. i heard herb greenburg saying to keep an eye on the same stores and insider selling. is this a great buying opportunity or should i throw it to the dogs? >> i said the stock would be great for last year. it was a great stock last year. now the expectations are so great even when thing they say things are great people don't think it's great enough. i don't want to be on the other

side of greenburg. i fear ultimately ulta will run out of room to expand. herb went to an ulta and it was empty. there is more to it than that, herb. i respect the boots on the ground work. ulta may be too high. no need in 2013 to play with the ulta fire. mike in my home state of pennsylvania. mike. >> caller: big boo-yah from the university, jim. my kpe is exxon. it proceeded with a $14 billion canadian oil fuel first production scheduled for 2017. do you think this is a good long-term buy? >> i was surprised how poorly the stock performed last year. the production growth isn't there. be unusual for it to underperform again. but exxon isn't my favorite. if you want a stock with oil, go for the chevron. our motto for 2013 -- listen, don't trade.

wait for the smoke after the earnings to clear. then we can do some -- buy, buy, buy or sell, sell, sell. stay with cramer. >> announcer: coming up, breaking mad? want to stay one step ahead of wall street? you have to know where to look. cramer spotted a diversified industrial that provides everything from bucket seats to batteries. but its breakup value could provide a real charge to the stock. get the details next. later, modern miracle? from social to science and personal to professional, this tech spec is at the center of some of the biggest trends of the market today. so should you hit the buy button on this communication kingpin? cramer's downloading the data. 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

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there are no sure things in this business. but every now and then you will find a company that has the ability to unlock a ton of value for shareholders simply by snapping its fingers and deciding to break itself up. >> that was easy. >> i have given you this breakup spiel before and i will do it again. we have empirical proof that breakup stories work. back in december we went over the 13 breakup stocks i recommend over the past two years. they outperform the s&p 500 by 600 basis points which is genuine wall street gibberish for 6%. ♪ hallelujah [ gunfire ] >> when i see a company that can be split into component parts to create value i will bring it to your attention. courage management do the right

thing by you -- the shareholders. this is a company -- well, that's thought of as an auto parts supplier though it's a multi industry player. i'm talking about johnson controls. [ fan fare ] >> jci for the home gamers. johnson controls didn't perform well last year. [ crying ] >> it was down 1.8%. 2012 was a roller coaster for them. they surged to highs of 35 in mid january before falling to the lows of 20s -- low 20s. then recovering after a positive analyst to end the year below where it started. that's a roller coaster like the kraken. great ride. 31 and change, start to finish. 2013 can be better for johnson controls. i believe the company could be worth a lot more if it's broken up. right now jci has three main segments that each account for roughly a third of the company profits.

first there is the company's building efficiency business. here's slang, hvac -- heating, ventilation and air conditioning systems along with building management and security systems. second johnson controls has a big auto a supply biz where they make interior systems for the car like instrument panels, information displays. especially seating. third the company makes batteries. both old-fashioned lead acid car batteries and newfangled lithium ian batteries. for years johnson controls has been trying to move into areas away from the core auto parts business because auto supply is a tough business with a lot of competition. that's why the company bought york international back in 2005. getting to that hvac business, the air conditioning. meanwhile within the auto biz johnson controls has been buying specialty component

manufacturing with strong franchises in order to become more vertically integrated. while the moves allowed the company to take share the stock just doesn't seem to get any credit at all. lately johnson controls has been hammered by a series of weak quarters. back in december the company had a positive analyst day where the forecast was low single digit revenues and earnings growth that may not sound hot but the street was looking for the numbers to be flat. i believe the new targets can be hit which means the stock could be worth owning even if management decides to not take my advice about breaking up the company. johnson controls has been breaking itself up. they have been totally against this posture. this is not like tomorrow you wake up and say they were working on it. they have been gechbs it but

they need to open their eyes and do the right thing for shareholders. the company has three businesses that don't belong under the same roof. what the heck? did heating, ventilating and air conditioning have to do with car seats? batteries? come on. i don't see synergy there. if johnson controls were to break up you get three companies that could each focus on what's right for themselves. jci spent years to get away from the weakness in the auto parts business. all they have done is allowed that to taint the rest of the company. you split it up and the battery and heating ventilation and air conditioning businesses will get much higher valuations. right now johnson controls, neither fish nor fowl. it's not a pure play on anything. that makes it hard for investors to get their heads around. if you break it into separate pure plays in different industries each one would get a lot more love from wall street. we have a fabulous -- break up of american standard just six years ago. fred post, the ceo, recognized

that like johnson controls the parts were worth more than the whole. he split it into kitchen & bath, vehicle controls and, like cji, heating, ventilation and air conditioning. it was a huge win for shareholders. ♪ hallelujah it will work here, too. right now jci trades at 12.5% discount to other companies we know and love like eaton, honeywell. at least on an enterprise basis. how much more could johnson controls be worth if it is break broken up? based on 2013 numbers it turns out the sum of the parts is equal to where the stock is now. why do i believe the company should break up? using 2013 numbers is the wrong way to do the analysis. [ buzzer ]

>> one of the key reasons for why johnson controls should be split up has to do with how each of the resulting companies would be valued. for example the building efficiency division with heating ventilation and air conditioning is known as a late cycle business. this means as the economy starts to pick up speed and we see more construction activity -- sound familiar? this business will earn more money. in other words if you value the hvac business on the out years, what it could earn in 2015 or 16 it's worth more than if you value it based on this year's numbers. if it were an independent company the people who would be buying it would be more like ohly to value the stock based on the out years.

easy for them. the same goes for jci's battery division. the earnings down the road should be bigger than the earnings now. if it were an independent company people buy based on what it could earn in the out years. they piece it together. even the auto parts business is highly cyclical. with the weakness in europe it's not doing so hot. if you believe in worldwide recovery as i do, this division would get more credit for earnings in the out years as an independent company. when you amalgamate the businesses the way johnson controls is doing now nobody wants to value it on 2015 or 2016 numbers. it's too risky and hard to figure out. you say, listen, johnson controls, way too hard for me. if we use the out years, say 2015. jci's business efficiency segment, i'm calling it $12.8 billion. battery, $13.3 billion. auto business, 8 to 8.3. add it up. subtract the debt and you have a 31.2 billion dollar market cap. translation, $45.78 share price. because we are using 2015 numbers give it a hair cut. discount the fact that the numbers are a couple of years down the road. so johnson controls could go to -- [ fanfare ] -- $39.80. call it $40.

a 20% premium to where it is now. 27%. bottom line, some companies are are worth more apart than together. johnson controls could have a better year in 2013 than in 2012. the year would be better still if jci would break up. as we know from 2012 breaking up is surprisingly easy to do. i want to go to mike in new york. mike. >> optimistic boo-yah from new york, mr. cramer. i hope some of the money makes its way into the pockets from the sandy relief. >> boy, so do i. my charitable trust is contributing. i agree with you. >> caller: we could use it in the pockets. two questions regarding adt. they went public in october. i got them at 36. now they went up to about 46 now.

>> yes. nice. nice work. >> caller: thank you. i'm wondering, what is the actual difference? what i'm not sure of what's the difference between adt and i thought they split from tyco. i'm not sure what the difference is between the two. >> okay. you know, what i want to do is this. i have been wanting to analyze those. look, i think electronics security for adt. that's how you view that company. let me do a piece about what the parts are worth. i have been wanting to do it for a while. i will do it for you next week. steve in california. >> caller: boo-yah, jim, from sunny, warm mora bay, california. >> i could get over this cold, cough thing i have going but i would infect your family to be candid. what's up? >> caller: first, thank you for all you do. >> thank you!

>> caller: i heard news corps will split into an entertainment company and a publishing company. one, is it a good deal to own news corps prior to the split? two, there are two stocks. nws and nws-a. a is more expensive. which one to own and when will it happen? >> it will happen over the year. this is a big important position for action owners plus.com. stephanie link was on "closing bell" with me. this is one of her favorite names. we'll keep the faster growth entertainment side. nwsa, rupert murdoch is brilliant. it will make you money. i want you there with me. not only is breaking up easy to do, it can be ka-ching, too. the latest break up candidate i'm offering you and, listen, management, i want a fee. johnson controls. i think it could be a very good

year. heading to the break. i'll try to make you more money. >> announcer: coming up, modern miracle? from social to science and personal to professional this tech spec is at the center of some of the biggest trends of the market today. so should you hit the buy button on the communication kingpin? cramer is downloading the data. [ male announcer ] count the number of buttons

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arrived, oh, we need something to do a little speculation in. kind of small dollar amount stock to rivet you and potentially make you big money if it takes off. we are going back to the optical equipment well tonight. more specifically -- i can't believe i'm doing this -- i'm giving my blessing to jdsu. why the optical stocks and jdsu in particular? okay. the optical component plays make the parts that go into telecommunications equipment. the gear. we know there is huge long term demand for the stuff as the carriers handle increased traffic from the next generation of faster smart phones and tablets and people moving data like big video files over the overnight.

this long term story has not been a good reason to own the optical stocks including unfortunately jdsu. the optical stocks are the ultimate in speculation. when they're on, you can crush it. when they're off, the losses, well, let's say here's a sound that's worth a thousand words [ man screaming ] >> you want to kill yourself. jdsu is the perfect example. we used to say jdsu stood for just don't sell us. as the stock soared 7,000% from 1997. 7,000% from 1997 to the peak in 2000 at over $1,000. it was like k-2. that's a hard one to climb. then it transformed into just don't sue us. [ rim shot ] as they tumbled 99% during the dot com cliff. you can't make it up. then in the low single digits.

that was a whacko period but it is a total roller coaster. it bottomed out around $2 in 2009 and then surged in 2011 but it was a weak year for jdsu so the stock pulled back. sister, mother, sister, mother. chinatown. it's been bouncing around in the low to mid teens ever since. now we are in a period where jdsu can rocket higher. in true jackie wilson fashion. the reason? for the optical stocks it's feast or famine. after a couple of tough years, i think 2013 is looking like it could fall into the feast period. companies live and die based on the big telecom players. in 2011 and 2012 the capital spending was being digested. there wasn't much in new demand. for much of last year there was so much uncertainty and worry

about the economy thanks to our friends in washington that the tell-co carriers were hesitant to start big spending projects. now jdsu customers have been drawing down inventories since 2011 to the point where the inventories are at the lowest flefl three years. more important the carriers are spending again in a big way. at&t announced it would increase the capital expenditure budget by 15% over the next three years. verizon has multiple new initiatives going. investment in sprint. yes, dan, i'm predicting notre dame on monday. he runs sprint. he's a notre dame guy. they have the cash to upgrade networks aggressively. we are witnessing the beginning of an arms race. it hasn't been like that since jdsu went up 7,000%. that's terrific years because it is the ultimate arms dealer. i think it is the single best

way to play the arms race that's heating up. the reason is jdsu doesn't just sell optical components. that's about 46% of the business. company gets 46% of sales from the test and measurement equipment for wireless and wired line networks. they are systems that like carriers to make sure the system is working. allowing them to prevent things like dropped calls. this is a high margin business. much higher than the optical side. the oes of the measurement business is correlated with sequential changes in north american carrier capital expenditure budgets i talked about. that's a powerful correlation. when you hear carriers like at&t spend more on the networks, like i said they were going to do jdsu's test & measurement business is about to make a lot of money. there is fabulous pin action on

the optical side of things. jdsu is coming out with products to design them to take share in the new wireless infrastructure market you hear advertised all the time. they have two products. a packet portal and packet insight to monitor and collect information about ultra fast networks. more important since both products are software based they carry huge gross margins. 78% range. meanwhile there is an optical upgrade cycle going on. data consumption requires more efficient higher capacity network infrastructure. jdsu makes those components. now i'm not the first guy to notice that the optical -- the outlook for optical stocks is brighter than it yoois used to be. in the last couple of months we

have seen major price to earnings multiple expansion in the group. the average optical stock traded at 20 times earnings in november. now 27 times 6 earnings. big move. jdsu trades at a discount to peers. 22.6 times 2013 p earnings. that's okay i.'s speculative. it's nuts that it could play the wave of spending that it could be a big disparity. doesn't make sense to me. jdsu and why i want to do this today has an investor conference the week after next. i tried to get ahead of the kons frens because i bet it will tell a good story. remember the market will be choppy. stocks get hit. you will say why didn't i wait? the bottom line is with companies like at&t announcing they will spend big to upgrade networks 2013 could be a good year for optical equipment

stocks. so i'm giving you the green light to speculate on jdsu. please limit orders only. don't move. lightning round is next. vo: this week at officemax everything you can fit in this bag is 20% off. saving 20% on everything your company needs. it's a big deal. check your december 30th sunday paper or print the coupon at officemax.com. we don't let frequent heartburn come between us and what we love. so if you're one of them people who gets heartburn and then treats day after day... block the acid with prilosec otc and don't get heartburn in the first place! [ male announcer ] one pill each morning. 24 hours. zero heartburn.

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[ bell ringing ] >> it is time. it is time for the lightning round on "mad money." you say the name of the stock. i tell you to buy or sell. i don't know the calls or the name of the stock ahead of time. my staff prepares graphics on the fly. 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 "mad money." i want to start with derek in new jersey. derek. >> caller: b-b-boo-yah, jim. thanks for helping the home gamers. >> doing my best. >> caller: szym. >> no. it's too speculative for me. doesn't make money. i have so many stories that are doing well like celgene in jersey. timothy in georgia. timothy. >> caller: boo-yah, jim. >> boo-yah.

>> caller: allt. over 25% yesterday. >> i know. i was working with nicole saying, listen, we recommended it. it went up big and round tripped. that was my bad. it was such a big gain. boo on me. at this level i don't want to sell it. it's too low. mike in new york. mike. >> caller: boo-yah, jim. how you doing? >> all right. how about you? >> caller: all right. teva. it came in 10% from 42. you called two weeks ago. time to get back? >> no, no. sell, sell, sell. that one's too hard to own. louis in florida. louis. >> caller: jim, hnr, harvest natural resources. >> no, no, no. speculative. we like chevron, my friend. let's go for that. let's go to robert in florida. robert. >> caller: jim, i want to give you a florida state boo-yah. >> go knolls. good d. very good d.

>> caller: my stock is energy transfer partners. >> listen to me and listen good. if they do an equity offering the ceo will be on the wall of shame. do you hear me? wall of shame if you do an equity offering. my charitable trust ounce it. it's the worst stock that the trust owns. and that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. >> happy new year dr. cramer. >> glad i got that doctorate, man. what's going on? >> breaking bad boo-yah from the land of enchantment. >> a walter white jesse boo-yah back at you. >> happy boo-yah new year to you and your "mad money" staff, jim. >> i had the best staff in the world. let me say i did beat them all in fantasy football. i was going to work it in. this was the best moment. that's a different show. shout out. >> welcome to this week's

edition of "cooking with cramer." >> i love peanut butter. >> join us next time for more cooking with cramer. >> sometimes the best stock picks are ripped from the headlines. just like an episode of "law & order" we're on track to sell a huge number of cars in this country. buy ford. ford has the best ceo in the business. not as young as he used to be. but neither am i. the f series. i love it. bought a used one. f-3506789 that thing's dynamite. handles like a dream. don't get in front of me. i'm driving. ♪

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futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. ...so as you can see, geico's customer satisfaction is at 97%. mmmm tasty. and cut! very good. people are always asking me how we make these geico adverts. so we're taking you behind the scenes. this coffee cup, for example, is computer animated.

it's not real. geico's customer satisfaction is quite real though. this computer-animated coffee tastes dreadful. geico. 15 minutes could save you 15 % or more on car insurance. someone get me a latte will ya, please? before we get to your tweets @jimcramer we have housekeeping to take care of. first up, back on december 18 tom in minnesota inquired about

natus medical with a sweet ticker named baby. some of the products focus on screening and detection for ailments in newborns. they also have products for epilepsy and sleep disorders. so baby is a pure health care diagnostic company. it is speculative because of the cap at $355 million. they have made smart acquisitions but the legacy products have shown no organic growth and there are nasty head winds like uncertainty over the new medical device tax increase and weak orders thanks to tight hospital budgets. my suggestion, later on the sidelines until organic webinars improve. too risky for me to buy any baby right now. you can stick with j & j though. that will give you upside and you can sleep at night. next stop, december 21, gregory in mississippi called on a name i hadn't looked at in a while because of the on going asbestos litigation.

originating from claims in the year 2000. i'm talking about wr grace, gra. it's a global specialty chemical maker with products from building materials to industrial cat lis. the stock was up 46% in 2012 as the resolution of the mor than a decade long bankruptcy ruling from asbestos claims look like it will be resolved with a variety of cash settlements. feels like we missed a big move. black cloud has lifted. my real concern is that the estimates are too high for 2013. the company could guide lower when it reports february 6. we have an older piece of mail from october 30 when mark in missouri wanted my opinion on taser. this is a speculative name. i needed to give it close attention before opining. taser makes stun guns. tasers mainly for the military and law enforcement. it seems there is never a good time to discuss guns but we must do the homework. the stock is up 53% over the

past three months thanks to the add-on video products and improved state government and the budgets and a new upgrade cycle. yesterday taser announced the orders and said the revenue would be better than expected. but it is speculative and had a huge run based on fears of tighter gun control laws in the future. if you want to be in it wait for a pullback. maybe closer to eight bucks. that's a better entry point. like the long-term fundamentals but this one trades on new contracts which are difficult to time and trade. let's answer some tweets. here's one from gary rhoda of course at woffy the dog. jimmy kimmel read from that the other day. kidding. he asks if bkw is for real? strange action. daily roler coaster since last week. burger king is doing better and mcdonald's doing worse. i don't like the burger wars, period. stay away. next, a tweet from

@dividendbuddy who says, boo-yah, what do you think of psx as a natural gas play? spin off from cop. 1.9% dividend yield and buffett owns shares. not as much of a nat gas play as i would like. it's swn. my charitable trust action a owners plus.com owns it. stephanie and i think it is the most undervalued natural gas play. that's the play. "mad money's" back after the break.

want a tough call? google is a company that missed the last quarter badly. no plan for picking up the slack of a slow down in advertising. the result, a huge downdraft. a hundred point drop. frightening. [ ghost ] devastating to the bulls. now look at the stock. google is creeping back to the levels before the disappointment. in doing so before we see any hard numbers it tells us to retake the ground. why not just sell, sell, sell. sell the darn stock. three reasons. first the decision by the ftc to let google off without as much as a slap on the wrist let alone restrictions and breakups.

it's monumental for those of us old enough to remember the dramatic show down between the justice department and microsoft in the 19 t 0s. you had to fear they would look at google's market share at 70% and decide it's a monopoly and like so many others abusing its power. [ boo ] but unlike microsoft which tried to hammer the government the way it hammered the competition, google went in not with guns blazing but with no weapons at all. the whole time they were in the government's cross hairs it talked, reasoned, showed that the company is simply building a better mouse trap people like more than anything else. it jammed windows and its browser down the throats of the

world. google had no such power. people choose google. isn't everyone as free to go to bing, yahoo! or other companies for research? google steered people to google sites because the offerings were superior. google argued. the ftc agreed. and apple tried to switch to the o-maps and had to bring back the google app. no, no. they didn't go out for boat drinks after the case that i know of. this was a benign outcome. second b advertisements have gotten weaker in. could be getting stronger now. the european business has turned a bit. it's possible that a head wind could be a tail wind. maybe not this quarter but they could reference it possibly. finally google has just begun to monetize or lever the tremendous

smartphone operating system. it could be in 2013. that could happen this year. at the same time they did manage to shed the albatross that was the hardware portion of the motorola mobility acquisition. we don't know how well google is doing with mobile but the apps it offers blessed but the ftc could lead to revenue streams and facebook is blazing toward better mobile revenue. that's a path google could follow. normally i put google in the penalty box for at least one quarter after the terrible miss. now instead i think washington related decline might be what you need to get back into the stock. in other words if we get a fiscal cliff discussion, another debt thing i want you to pull the trigger. i don't like it as much as facebook which is transitioning into a terrific mobile play but changes at google are just too good to ignore. the stock is a buy on weakness, not a sell on strength situation. stay with cramer.

at a dry cleaner, we replaced people with a machine. what? customers didn't like it. so why do banks do it? hello? hello?! if your bank doesn't let you talk to a real person 24/7, you need an ally. hello? ally bank. your money needs an ally.

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