welcome to requested mat money." welcome to cramer america. i'm frying to make you a little money. my job is to teach an coach you. so call me at 1-800-743-nnbc. could this per chance be national lemon day? is that what explains today's

actions? there's lemons all over the place and they seem to be dog their thing to access everywhere i look. aahh! it's the source of the weakness. the dow declining 43 points. s&p finishing the day unchanged. nasdaq finishing up .23%. first there is if the obvious lemon erupt, apple, the $381 billion lemon in the room. finally, finally, those analysts that held out hope for a gigantic dividend boost that would put apple in the 4%-year-old club. or those that held out for a new product that would save 2013 decided to jump off the cliff. we got a plethora of downgrades -- sell sell sell -- and price target cuts the kind usually saved for accounting scandals or a sudden and high

profile resignation, the hatred of apple's management is now so palpable that i find myself in an awkward place, an awkward place of feeling bad for billionaires! irrespective of my alleged great great uncle vladmir lemon's premonition, it's their onfall the lemon beier -- behavier is not just in apple. check out eli lilly. it beat the street estimates with an earnings report. the special status of its blockbuster anti-psychotic drug xyprexa. today saying it was a lower tax rate, research credit, one-time payment that did the trick. oigs, it was the usual

cost-cutting. yeah, wow the lemmings are saying today it just won't cut it. there's got to be some growth, a scintilla of growth. and the flat revenues, there was none to be had. >> the house of pane! >> the shareholders and the other drug stocks turned into lemmings, they immediately dame for abvi, for bristol-myers, pfizer the group considered, suddenly had hair on it. the technical term for -- oh, boy, things aren't so crystal as i thought. bristol-myers decide to be greedy. i have a thing going for these lemmings. it's about time somebody took profits in these drug stocks, speaking of profit, how about the mass moving amgen today. the lemings are holding the power over that cliff, down over 7 points, the worst first time

king in three years. why not? the first revenue missed about that length of time. it looks like their core frourkts anem -- their core products, anemia products are losing steam. i'm tending to blame this on lance armstrong doping the athletes. facetious, in the meantime, the hosts aren't contradict anything new, so there's too much hope in amgen given it's almost 22% a year. it may not be done going down, which is causing some leming-like pin action, courtesy of the plaza lanes in mad sonl, new jersey in gillead, biogen and cell zbooen gene, how about the three musket tears, they're up 31 and 58% respectively. i understand if they have gotting a tad tooicerous. the growth is not expensive in outyears in krystal clear

balance sheets. still the lemmings hate to see the profit taken away. so they will follow others blindly off the cliff. how about at&t, holy cow! no real revenue growth, tapering off of the monster buybacks. not enough new cellphone subscribers, when you consider the competition verizon and a real nasty wire line growth, for which a lack of small business is cited as the culprit, of course, hmm, leaves me to question did the small businesses of verizon territory simply have a more robust time of things? maybe the weather was better. so because of at&t's week, did they downgrade the stock? now, here's some real lemming behavior, when verizon reported that big bangup number, it was clear being business is coming out to a high, nobody but my colleague catch get they use it

as an excuse to sell -- verizon! no winners in that group today. it's kind of funky when you think about it. it's traik take a step back, should i say at&t did post-pay examiners? sorry, sorry, oh, do you mind if some century link lemings took the plunge, too? okay. let get into the real hideous aspect of the lemming behavior. check out that vast suicidal wave that engulfed the consumer package good stocks because the earnings beat from procter & gamble is regarded much like eli little byes, as a -- eli lilly's as a beef with no soul. yes, that beat came on the heels of disappointing revenue growth and it made you feel like a church from riding that where it was going into the quarter.

the culprit, that's because proctor will have to spend more money to stay in place and because the conditions are, i'm not kidding, they use this word -- choppy! yeah, they use that call, holly cow, if i want to hear the word "choppy," i'll take my wheeler out on the ocean with a storm coming the other way, choppy! they like to hear about spending to build up the franchise. that's how a stock can fall almost $5. i mean, that put a real dent in the averages. okay, i would say, colgate, isn't colgate feeling the pain of project ar? -- proctor? how about the exs in kimberly-clark, even though they were on "the tonight show" last night saying things were all right. it doesn't matter, lemming, hey, sell some coreex, too, they make products used if your kitchen

and bathroom. what about if pepsico could be another proctor? the future is pretty darn bright. could the be an opportunity? or is that way too glib given that the world is suddenly coming to an enfor these packaged good stocks? here's why. eeven hershey's was clobbered. jump first, ask questions later. maybe even even bother to ask questions given how those stocks were performing until today t. market is filled with haves and have nots. the haves are that smaller group than the have nots. and not all groups are experiencing this lemming behavior. panera is down in the first quarter in multimillion years it did get a raise in the forecast, starbucks and mcdonald's both had a good day. maybe that's because they are perceived more like young brands, which is up $4.50

because of china. how does this explain chipotle. surely it didn't hurt stanley works or maskco. boeing's magnificent quarter is moving honeywell, precision parts and lonely wormal coia. looj, here's the bottom line, the lemings defined today's action. the bulls may think it's national lemmings week or maybe the lemmings will figure out that whole cliff idea is a bad-and-they ought to spend more time looking and less time jumping. hey, let's go to ed in wyoming, please. ed him. >> caller: hey, jim, greetings from boo-yah from shy ann -- from cheyenne, wyoming. we had several inches of snow in april. >> that's good for sports we're, what's up? go ahead, take it over, ed.

that was more of a weather issue. let's go to josh in writes wis. josh. >> caller: hey, jim, big hit to you wheeler trucker boo-yah to ya. >> i'm leaking that kind of 48liner peter built thing, what's up? >>. >> caller: absolutely. hey, yesterday, i followed the sequestration headlines and the furloughs and the airlines that then delta comes out with this better share over share quarter and goes up like 8% and i'm going, what's going on? are we supposed to be on these airline, sell them, buy them? what's up? >> we got to stay with the airlines despite the chart is dim and the skwefter is a real head-knocker. remember, i was on the tarmac the other day, why? immediately, other guys said, c'me on, jim, that can't be true. governor scott from florida put out a message today saying c'me

on, faa, stop playing a game. yes, usairways still the way to go. michael. >> caller: a super big boo-yah, jim, from manchester, new jersey. >> love it. i'm not that familiar wit. that's okay. >> caller: nine times over. with the recent bank of america stuff yesterday, what is going to happen to the stock when the federal reserve stops its qe and also, do you think the stock has potential to hit $20 above or above by 20 lean? >> there's a lot of mystery about what happens with the federal reserve stocks. i'm going to demystify. they go higher within they do get that's why the bank stocks act like total dogs. lots of people come on air and they real they say really stupid things. they're wrong, bulls and bears make money and lemmings get, well, aah. if it looks like a leming, if it

smells like a lemming, they only saw their behavior today. i think it may turn out to be a gift in disguise. "mad money" will be right back. >> announcer: coming up, green? it's green week at universal. cramer has the companies that can make you green by being green. . later, more in store, the upperware is one of the most recognized names in your kitchen cabinet, after the year, is it yesterday's leftovers or could it stay fresh? cramer go etc. the dish in its exclusive in his ceo just ahead, all coming up on "mad money."

♪ the celebration week here at nbc universal. i want to talk about the one alternative fuel that actually has a chance of leading us off dirty foreign oil and cleaning up the skies, not 10 or 20 years ago. regular viewers know i'm referring to natural gas. our guests maybe the other. diesel is 23-28% cleaner. i have been pushing natural gas and british fuel for the future for ages now. and after years where it felt like nobody else cared, except for the companies, themselves, we may be reaching the tipping point yesterday, a long record

of skepticism the new york times published a piece saying it is set to produce natural gas. one of the "time's" quotes is andrew littlefare, he's a cnoe, the largest fuel provider in the company, it's compressed and liquified naufrl gas stations. at the new york times is right the trucking industry is embracing natural gas, something that makes sense, the cost per gallon, the clean energy that work in major trucking routes the highway system coast-to-coast, border-to-border could be the stock to buy. only for speculation. they are up only 6% for the year and down 52 points from its 52-week high, is it the turning point? let's check in with the co-founder and ceo of clean energy fuels and find out more where his company is headed and the industry is headed. andrew, thank you so much. >> thank you. >> as soon as i knew it was green week, i said i got to get

andrew in because i think that people are just beginning to understand what you have been talking about over the years. >> we have been at it a while, right, jim? >> yes, we have. >> it is happening now. >> give me why it's not chicken and egg? >> well, we're building out a lot of the infrastrurgs. you go coast-to-coast, it's not perfect. what you are seeing the manufacturers that have engines have announced the product. that's different than it was years ago. you have big significant companies like ge and shell now saying they want to get into the business. ups making the announcement they're going to go seven times, add seven times as many natural gas trucks this coming year than they had last year. you are beginning to see it take place. the reason is cummins 12 port, westport, we didn't have the right engine for america's truckers. we had a 9 litre and westport 15-litre. next year you will have a 13-litre by volvo.

>> what are you hearing about the mixed use the diesel in that gas engine that chesapeake seems to be holding. >> well, you know, chesapeake, of course, i love, we work with them closely. there is a market for conversions, but i really think when you look at it long term because you turn these trucks over so fast. it's a new truck market. that's way it will go. >> one of the things that bother me about this article. well, it's good see the "time's" understanding both sides, the federal aviation administration, they come out and pronl in the all police stations were built and economics were right, it would increase in five years, no, 2035. then at the end of this piece, you have a backer of yours. that disparity between a federal agency, which clearly must not believe. >> well, you know the eia has hardly ever been right. >> no, no, but they've hurt this industry by making it seem like

it's a pie in the sky. >> i understand. the refuse industry is a good example. >> right. >> five years ago, we hardly had any refuse trucks. in 2008, a good engine came out, this year, 63% of the structures in america new ones are natural gas. waste management, you know steiner. >> set a nice quarter today. >> the new purse are natural gas. so it's happening, jim. >> buses. >> 35% of all the buses being bought right now are natural gas. >> okay. then. >> so i extrapolate what's happened in the refuse business, i put it on the heavy duty trucking market, which is much larger. >> look i happen to huddle with some of the largest trucking companies over the super bowl. i don't want to put their names in. listen, let's just explain it to you. they're talking about pilot projects. 100 trucks there, 200 trucks there. >> this year is the year will you have some pilot. we saw it in the refuse

industry. these guys are good. they are all doing it. ups, fedex, they're all testing it. pepsico la, frito lay. here's the most important that you are beginning to see. procter & gamble, for instance, they've gone out to 40 of their haulers. they don't have truckles. they hire trucks. >> they want the costs low. >> they want the costs low, because they pay for the fuel. >> right. that's right. so pass. >> they aren't going out to rfp, request for proposal, they've asked for 10% for their fuel to be natural gas. >> that's walmart, too. not specifically. >> but so that's what you are beginning to see these big shippers putting pressure on their truckers because they know they can save money. >> now to clients, 529. you know what that number is? >> no. >> 529 wastes on fisca. they're going to get rid of the l & g tax break, aren't they? >> right now, i don't know if we can count on having a tax

incentive for this year. >> to keep that so it makes it the btu equivalent is the bad for you. >> this is insane. >> it is insane. >> so the government, today to use a clean domestic fuel produced in america, we pay more on federal highway tax than the imported diesel. 18 cents a gallon. >> who is your backer in congress who understands -- >> well, we're working it, jim, i hope somebody is watching it tonight. we got to get that fixed. it isn't a big number today. it puts us at a disadvantage. it needs to get fixed. >> i think of trucking. i think of fedex and ups. fedex right here, in the heart of gold, they're skeptical. i might as well say, listen, that's a bad idea. >> listen, fred smith is a great put a. >> ceo. >> ceo, we love him. >> we love him. >> he basically said, i'm going to electrifify my fleet. >> by the way, they have 90,000 vehicles and he said publicly we are going to gasify.

i was on a panel with bill today bill is testing it. he wants to make sure it's going to work. he said all the right things today. i believe they'll be a big user of this. they buy 600 million gallons of decemberally year. if they can save $1.50, if the truck dos what they do. it's big money. >> what happens with the people at opec if they do what you want. >> this is a day of dreams. >> i don't think it is a dream anymore. >> i think it's happening. if automatic trucks, if 3 million massive trucks. >> 3 more irrational. >> some day we may get there. this is what happens to opec. that itself equivalent of cutting opec in half of what weules. i hope. >> what's the president, likes that? doesn't like that? >> i mean, we ought to be using our own domestic resource rather than importing. jim, it's on its way. >> it makes so much sense, i feel silly talking about i. obviously, it's the first time the times have addressed it.

a little clear presence of ceo fuels, yes, it is green week. what itself the greenest thing you can do? why do we have more lower greenhouse gas fuels than anywhere in the world? after the break, i'm trying to make more money. thank you, andrew. [ male announcer ] there are people who find their own path.

and never back down. who believe the american dream doesn't just happen, it's something you have to work for. ♪ we're for those kinds of people. because we're that kind of airline. and we never stop looking for a better way. it's how we've grown into america's largest domestic airline. we are southwest. welcome aboard.

tens of thousands of dollars in hidden fees on their 401(k)s?! go to e-trade and roll over your old 401(k)s to a new e-trade retirement account. none of them charge annual fees and all of them offer low cost investments. e-trade. less for us. more for you. ♪ you don't get too many gifts in this market. but today i think you are actually being handed one on a silver platter. i'm talking about tupperware

blandz -- brands. they have package products and beauty and personal care brands all over the world. for the last two months, tup has been if not a permanent resident, a frequent visitor. it is up, outperforming the s&p 500. if you go back to when i first recommended tupperware in october of 2006, that's right, it's given you a monster 348% with a return in investment in business. some people viewed it as disappointing. the stock got slammed, roughly 4% in a single session. i think this pullback could be a gift. their direct sales force of 2.8 independent distributors has proven to be a fantastic what i to move product in the developing world. they have far less retail than we do. that matters. plus after today's sell-off, they have a battle of 3.1%

yield. that difference creates a floor for many other stocks. oh the company has $1.1 billion in the buyback marketization. if the stock goes low enough, management could always accelerate their buyback to get shares moving back in the right direction. what happened to get the stocks hammered? tupperware beat the street basis. so far, so good t. revenues came in a tiny bit below investment, but you have to go out to the second decimal place to notice. tupperware cut its guidance by 10%. i can see how people want to use that to ring the register. although the guidance was in line with what the analysts were looking for the adjustment, the revision in the earnings forecast, it is being caused by the range. it means it can't provide as many sharers of stock as they previously planned. that's a high quality problem.

even though i think the sell-off is a gift, the stockmarket is one area where it pays to look a gift horse in the mouth. let's talk to the ceo of tupperware brands who last month returned from a global tour of his company's operations. i will learn what comes next. mr. goines, thank you for being here on mad money -- "mad money." i think of tupperware as one of the more sustainable, a company imbued with the sustain ability from the get-go, i don't use a bunch of zip lock backles. maybe i'm being too facile. explain what tupperware does to save the earth from a host of things that shouldn't be on the earth. >> well, that's a great question and a great segue into how this company was started. if you remember in "the graduate," the man says to dustin hoffman, one word, son,

plastics. that was the genesis of tupperware back then. because this company was reated by converting poly ethylene slag from the refining industry. how do you make a product out of it? we came up with resins. earl the upper came up with a way to rather than prosecute the environment with that, convert it into a commercial product. we've continued that legacy. it's interesting, i just came back from one of the places, it was indonesia. all over the world, we've begun selling water bottles. we'll sell tens of millions of these. and to give you and idea, the impact of the environment of these lifetime guarantee tupperware containers is the typical person in their lifetime will run through 4,000 pet bottles. they're filling up dumps all over the world. this doesn't go into a dump. and we got a product line that replicates this. but water is a new territory for

tupperware and there will be a point in time where we're selling hundreds of millions of these each year. >> you know what, you do a lot of work in the emerging markets. are the emerging markets conscious. some of the companies i know, they don't have kyoto accords him. they don't seem to care as much. are these countries conscious of what is being done to the environment? >> well, they r. i know from my close contact with people in the chinese government, for example, but they've had some bigger fish to fry in many of these emerging markets. firstly, feeding their people. so as that starts to happen and you get on with mazlov's hierarchy of needs, foods, clothing, shelter, they turn immediately onto the environments. so i'm noticing a big conscience out there. but they have government's limited resources. >> let's talk about the quarter. because when you came on last time, you said, "what keeps me up at night is germany. it was 60% of our province now."

in your conference call, i'm pointing it out because you make the point, you were unhappy with germany, this turned out to create sleepless nights. >> more specifically, i was used to be worried about germany in the mid-'90s when they were 60% of our profits. i outlined on our conference call this morning, we have 15 markets na are the drivers of our business right now. so just like many of the portfolio managers, you can have one that doesn't hit the mark you want it to but still have a great quarter like we did this quarter. germany has been up very nicely for the last two years. they had some promotional issues in january where the promotions didn't click. normally, they were able to come back and fix it. i. i was on the last conference call. i was in germany. but what happened to them was 15-year record snowfalls and we had all kind of party cancellations in march. i am pleased to say, jim, the

beginning of the third quarter or excuse me, the second quarter, we're getting back on that track again, so i feel good about germany, our management team. we have a sales corsage advantage and a dynamic product size. so this will be a good year for germany. >> all right. that's good. i know that you called it out. i think you spent more time in indonesia, turkey and china if i were you. but you are not a promotional man. you are a straight-forward guy. you said last time you went to your 25% shareholders, some wanted dividends, some want a big share purchase. since then, your stock moved up so much maybe it's not a great idea to continue to purchase up here. maybe it's time to continue to upthat dividend? >> well, i was at a well-known beauty company that starts in direct sales. it starts with "a" when we had to cut the dividend. i said to myself, i'm never going to go through na again. so when we moved the dividend

forward, it's, from my standpoint, it's a permanent thing. we've done it three years in a rolfe. then last year, we did it 74%. it was double digit each year prior to get so giving the option of using some share re-purchase and buying in shares, gives us some flexibility. because once you raise the dividend, that is in my, you know, in my dna, it's a permanent move. >> one last question. if you look at the panoply, united states okay. some of the emerging market, some of the lesser emerging markets earlier development are so fabulous. why waste your time on these developed markets? it seems like the world is your oyster in these undeveloped markets? >> well, for really a very strong reason. i say we a reason "and" business. you go to the established markets of the world, the u.s. and europe you have a per capita incomes. i was in the nordics last week,

norway of $45,000 a year. you don't have population growth, but you have big disposable income. we want to be there. we want to be there, too, because they buy our high quality premium price products. so you go to indonesia, again, last week there, $3,500 per year in per capita income. so if somebody says, well, which do you want? we want them both. >> all right. i do have to ask you this. last time, there was a lot of people talking about, well, tupperware, herbal life, avon, nobody is talking about that anymore, why do they not understand tupperware is a sales company not a club? >> i think what happened is people like new broadcast who disseminate information, there has been a significant number of people who explained the difference. i think it was us who created a white paper that we didn't talk about they're bad and we're good. these are just chalk and cheese.

two different kind of business models out from. we recruit people to sell. most of those kind of people get people who consume products. our people, jim, really are here to build a career in a business. so i think there is a greater understanding of get it's also why there is more predictability with a company like itemer ware. >> you got a model, the model works real wide. congratulations, another good quarter, sir. >> thank you, jim. >> okay. look, this stock has been such a horse, they have been looking for reasons to take profits, not unlike what we saw in a lot of the beverage companies or the drug companies. i think tupperware is doing a great job. i like the sustainability the whole situation. tup, stay with e. stay with cramer.

♪ before we get to today's lightning round, we got some very exciting news around here.

it is time to hit the books don't forget to tune in tomorrow to watch "mad money" on the road. yes, we're taking the show to my hometown. to reboot, the back-to-school tour at villanova. hey, you know what goes really well with college life? not the liquor. no. c'me on, young people, wings! all be sitting down with ceo sally smith for red hock stocks with buffalo red wings. now it is time, time for the lightning round! sell, sell, sell islam my staff pends a sale, then the lightening round is over. are you ready, team? it's time for the light niveng money. we want to start with matthew in

new jersey. math thath mu. >> caller: byob boo-yah from your hometown of new jersey. >> i like get what's up? >> caller: i want to hear about the internet security sector, in particular, i'm interesting in hearing about source fire. >> if i weren't for fort net, we would take a shot at it. there can be no shot in this cybersecurity game, stocks are so bad. intel and macaphee, they're winners. ed in wyoming. ed! >> caller: yes, jim, boo-yah from cheyenne, wyoming. >> it's been snowing out there, partner, what's up? >> caller: i'm looking at the index at the highest index since 2007. i'm looking at arr. i'd like your opinion. >> there is negative publicity

about that group. i will recommend it. i think they're mistaken. let's go to trevor in massachusetts. trevor! >> caller: hey, jim, how are you? >> how are you? how are you? >> caller: i'm doing great. it's tough up here in boston. i'd like to ask your viewers tonight if they could consider do nating to the one fund in boston. this will help victims and families get through tough times here. >> absolutely. my daughter and i are helping out, too, yes, absolutely, people should do get absolutely. how can i help? >> caller: i'm calling about walter energy as a buyer of 26. it's dropped down a lot here, down to 16, up to 18 today. >> i think it's too cheap i do not want to sell the mood on the first day up. i think the stock can go higher and the other mineral stocks will have a couple good days and then we have to re-visit. mike in illinois. mike! >> caller: jim, you covered pri in 2010 when it ipo'd.

it's been doing pretty good up to date. >> it's still cheap. it's still cheap. it's still no good financial. nothing's changed. i like the stock and. that ladies and gentlemen, that is the conclusion of the lightning round snm. the lightning round is sponsored by td ameritrade get , have a couple of kids, [ children laughing ] move to the country, and live a long, happy life together where they almost never fight about money. [ dog barks ] because right after they get married, they'll find some retirement people who are paid on salary, not commission. they'll get straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles.

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. in his natural habitat of villanova university, the wildcat, now a new species has been froued into his environment "mad money's" back-to-school tour returns tomorrow. >> boo-yah! ♪ oh, we're going to be busy over here at "mad money" tonight, we will be packing our bags and tapes, we're going to philadelphia, our road trip to villanova and the back-to-school tour. that's tomorrow. at the same time, earnings

season is in full swing. we have to look out for get no matter how busy you get, don't forget to spend time doing homework. this is where you call me or tweet at jim cramer. by the way, there are great tweets at jim cramer in villanova. you got to look at it. you give me your top five holding, maybe you need to mix it up a little. why don't we start off with maxim in puerto rico. what do have you for me? >> caller: how are you doing? boo-yah, boo-yah, jim. >> i like that. what's up? >> caller: trying to see what you are paying on my portfolio i have lpk, fb, facebook, lmg, lcc, asce pop eye, what do you think? >> all right. let's look at this there is two ways to look at a portfolio. one is to say are they all in the same budget. that would be bad t. other is to

consider the speculation budget t. problem is is opco and shaneer. i like that. we will ring the register shaneer for you. we can't have that much specs. pop eyes, i like get usairways is terrific. i think that is terrific. facebook by travel trus has been established in positioning. you can follow get drug and let's do instead haneer, why don't we put in some chevron, okay. we get an oil that's not speculative. then we'll be in great shape. let's go to nancy in florida. nancy! >> caller: hello, jim cramer. this is exciting to get you on the phone. i'm a first time caller, but i followed you for about five/six years. >> thank you. >> caller: i'm about 73, so i have most of my money in safe

things like stocks, but i have, because of you, i have dabbled in some stocks and i've really had fun with it. thank you. >> i think that is one of the great things. there should be some "mad money" and retirement money. they are different things. thank you for understanding get a lot of people misinterpret the show. obviously, you do not. ohow can i help? >> caller: well, thank you. well, for the last four years i followed some of your wisdom on the high dividend paying stocks and have done pretty well with them. >> excellent. >> caller: and my fave are at&t, s.o., cys, all right, eit, and capommel and hts, which is a read also. >> well, that's really interesting. i mean, first of all, thank you for those kind comments. you know, you have two reads that are financial, the hatterus

and cys. you have to get rid of the hatterus. let's pick a drug company, why don't we buy a little merck? we have utility. they will merger with kinder morgan. at&t not as got a as verizon. that way if we wind things out, merck is owned by travel trust. i wanted to buy it tomorrow. that's all right, i'm frozen now. you had two real estate investment, i don't like get "mad money" is back after the break.

how can apple stock go down from here when everyone i know has an iphone? there it is. the single most damming question that can be asked both about apple, the company and, more important, apple the stock. this query explains apple's inability to spread the company's huge cash, despite the millions and millions of iphones sold, spread the widespread love of the apple ecosystem all of which were stole repeatedly by management on the conference call to the totally deaf ears of the beleaguered and downgroundhog day prone -- sell sell sell -- analyst community. the reason the stock can lift what reported, what seemed like impressive earnings if you didn't know any better, is everyone seems to own an apple device and the stock. you can't sell iphones to people that have the iphone unless the new models are much better than

the old one, which they afternoon. you can't sell stock to people who own it, which they do. however, you can sell samsung, that is happening in recent numbers around the globe. you can sell kimberly-clark, because if they want dividends in steady growth, not choppy declines or decreasing world margins, then pepsi, mickey d's and kimberly are the way to go. apple is the exact opposite almost every counsel . now i don't mean to be condescending when i say apple's results weren't impressive if you didn't know any better. i'm say figure the people that own the stock would listen to the conference call, they would know what i'm talking about. most will not listen even if i stood on my head and told you to do. so the call was surreal. it was as if management was giving a course while the analysts are critiquing the rise and fall of the apple empire. apple is teaching the wrong

course. that's because they talk about how the company intends to shower them with cash. the analyst industry is trying to figure out how poor apple's performance really is. the analyst, many of them in doubt scrawling on their ipads, listening on their iphones to hear how badly apple is getting trounced by samsung. gross margins are the give-away whether apple can continue to charge everyone else and be still loved by the consumer. those gross margins are headed, down, down, down, with i is again why this feels like the fall of the roman empire, not the rise of it. now i do believe apple can create a fixed income for its stock, none unlike pfizer, pepsico, and kimberly-clark. without the increasing good margins that the stocks have, it's hard to figure out why on earth you would pay up for apple? what did apple need to say on the call to make the analysts change their negative tune. i think the company needed to change entirely.

they need to say coming in the third quarter, you will see the most exciting new products ever. they need to announce they are returning money and use it to buy dish network, sprint and netflix in order to offer itelevision by the first quarter of next year, own the bedroom, not just the office. that would give the company the recurring revenue it needs to keep raising that dividend and raise earnings forecast. not lower them. only then will we have all, all of us have something new to buy from apple. only then would the stock buy new buyers. everyone seems to have what they need. there is no reason to buy any more either. on the other hand, i don't think after all these downgrades, there is a reason to sell any more for that matter. which is why, despite those price target cuts, the action closed almost flat today, a sign the floor is already in or let's just say we're real close to it. stay with cramer. .

>> ilike to wish a heart felt welcome to keith farrell, the newest member of our family, kwaulgss to his mother kate. we miss you so much. i'm jim cramer, see you tomorrow! villanova! good evening, everyone, i'm larry kudlow. this is ""the kudlow report." "sequesters outrages capitol hill. if the budget cut results in 40% of flights arriving late? huh, senators and house members are now shouting a little louder that this is a manufactured crisis that could easily be solved with better management. also this evening, earnings reports are dominating the financial news right now. they're coming in better than expected, but the pessimists are obsessed with revenues. they're wrong about get profits are the muck of this entire four-year stock rally. and another green energy