it's simple, to make you money. i'm here to level the playing field for all investors. there's always work somewhere. i promise to help you find it. "mad money" starts now! [ cheers ] [ music playing ] boo-yah! welcome to villanova!

♪ i'm jim cramer. welcome to the sovereign state of cramerica. coming to you today from the villanova school of business! [ cheers ] a lot of people want to make friends, but i just want to make you money because my job is not just to entertain you, to educate you. so tweet me at jim cramer hashtag at villanova. stocks, stocks are about the future. we get concerned about the sequester and the faa and the airplanes. we can freak out about spanish unemployment or disappointing results from a semi conductor or

a supermarket stock or a big multinational like 3 million. the average is neglected to really reflect that negativity. the dow is gaining 25 points, s&p advancing .39%. nasdaq climbing .26%. but never forget, stocks represent a call on the future, not just the present and not next week or next month, either. even as short-term considerations so often prevail in the convention of wisdom that you hear every day. what a terrific opportunity here on the campus of the great villanova business school to talk about the future, to talk about what it means to dream about the future five, ten years from now and invest like that, something for everyone, from the students here now, to those who think young. so let's do it! it's 2013. but let's invest like it's 2020 and put together a buy at

homework portfolio, not buy and hold, because we know better than that, especially here at 'nova where we study. we got to say in touch with our stocks in case things change, to invest now in order to make the most money in the future. first we have to think that many diseases, which are the scourge of our current existence will be conquered by the great biotech industry in 2020. hepatitis c, blood cancer, multiple sclerosis, we have to hope if not have conviction that some will be vanquished. pick un, biogen, ideck. these are the real calls from the future of medicine and healthcare. they're the next generation's pfizer and bristol-myers. second, we know that social media, the cloud, mobile, the web, they will be integral to everyone's lives in 2020 around the whole planet. so we have to bet that google, facebook, twitter, if it becomes

public, will be the dominant players. i don't think netflix will be around. by 2020, microsoft or apple will have come to their sense an bought the darn company and turned over the reigns to think about who is going to take over and who is going to get taken over. do we really want to think how facebook wants to modernize it's, sorry, 2 billion users by 2020. next, here's a shocking thought and a good one. we have to envision north america as energy independent. because while we don't see it now, by 2020, we will have harnessed all the natural gas the cleaner, cheaper fuel, to make it that the trucks, the biggest users will be operating on domestic liquified natural gas. a move that will smash opec, clean the skies and create millions of jobs while we're at it t. winner, conco philips, transcanada, cummins. why them?

conco is the largest major oil company with natural gas exproceedsier. enbridge transports c oil and the gas where it needs to be, not just where it's found and cummins is a tremendous truck engine manufacturer with the best manufacturing engine, which trucking companies throughout the country will convert to. you want independent oil companies that can be the next exxons and kref rons in 20 -- chevrons in 2020 those are the ones you may never heard of. those will be the next giants. they are constructive, not because they represent a call and the best thing we have in this country right now, a basic energy boom that, will make america an industrial powerhouse again. also because these companies pay multiple dividends. why is this important? because if you own stocks and reinvest those dividend the power of compounding, an amazing thing will allow you to double your money in these stocks in a dozen years, simply by doing nothing but automatic

reinvesting, now, 'nova business school students where we are now understand money multiplies all by itself if you re-invest it. all you need to know is that dividends are the source of a huge portion of the gains the stockmarkets made in the last decade. even as today we challenge the all time highs in stock appreciation. remember, you pick a stock with a bountiful dividend, your money may double in a shorter period of time if nothing happens. i know, boring. not like the 'nova 1985 championship basketball team! [ cheers ] >> but boring's good news when it comes to stocks. what else? we have some dominant manufacturers in this country that are becoming stronger, not weaker. even as we have developed a terrible confidence probable at the moment in this country. one that has given us a total inferiority complex, i think largely created by washington. who knows how to make things better than anyone else? we do.

so pick among caterpillar, honeywell, beauing, the best of the best world's manufacturers. the world will be better in diversification in 2020 than we are now. there is a sense short term that gold is finished because it is finally going down after 12 years of going higher. today we had a nice move. i think we have to believe our paper money may not be as valuable as in 2020 so why not own gold coins? we want something international. i believe the country is going to have the best long term growth, not russia, not china, not india, mexico, bountiful resource and a fantastic work force and democracy. etf, if best of the mexican stockmarket. finally, we have to be able to speculate. you can speculate. if a hopeful stock flames out, young people have their whole lives to make that money back. those with are older and can speculate to stay interested,

bis listen up, how about usairways? it is bm buying and we won't always be plagued by a shortage of airport controllers and finally, let's go low. we're in philadelphia. i say take a look at radio, bioimmodium housing insurance can double from 11 and change long before 2020. i bet it won't be independent by then. here's the bottom line. don't wait if you are young. put a couple of bucks away in some stocks. even students have a few extra bucks to invest. and do it for the future. just ask the people who bought birkshire hathaway 30 years ago. they're all millionaires if they bought just 7 shares. you invest for the future, you must think that you can be millionaire, too. let's take our first question. >> boo-yah, jim, i'm anthony from new hampshire. >> boo-yah. >> you are always so energetic

on this show. my coffee of choice is duncan donut, i have no wonner what your u yours is? >> i have duncan donut, i'm on the floor of the stock exchange, starbuck, i didn't like exactly what the caller called. i physical you have to do the conference call, but i'm ecumennical and i like them both. yes. >> great to have you, jim. >> i'm from burlington. >> hey, how are you? >> my question was what are your thoughts obvious diversifying real estate investment trusts and specifically spg real estate funds? >> i like signing property groups very much. i have to like them more, don wood the ceo was here earlier stood i think the best manager in the group. i like that group. it's a great hedge against inflation. they keep raising their dividends. a good group, good to bring that group up.

yes, sir. >> hi, this is -- from new york. i want to ask you about freeport, they made acquisitions last year oil and gas assets. what do you think of that acquisition and the stock now. >> i didn't like the acquisition, it's bouncing at 28 and 38 and change. i respect get under 4% at 30 is good. i didn't like the nonhanded skwichlths i loo physical pure play of copper and gold, we don't have it anymore. sell, sem, sem. okay. more back to school at villanova coming up! [ cheers ] coming up, making the grade, the back-to-school tour is in session. cramer isn't just conducting class. he's passing out report cards on the tech type. will microsoft pass or fail? it's the professor's goal. and later, a wing and a prayer? mild, medium or hot?

this 52-week high flyer has been blazing. but has the ride just begun? cramer's on campus with the ceo of buffalo wild wings just ahead, all coming up on "mad money." uh, i'm in a timeout because apparently

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[ cheers ] while we're here at beautiful villanova university, let me ask you a question. how is college different from the stockmarket? simple. in college, there's always some straight-a student who can help you study, someone who will absolutely know the right

answers. the stockmarket, different. we have a whole profession of people highly paid, research analysts whose job it is to predict what will happen with individual companies, but you can't rely on these analysts the same way you rely on your friend who gets the straight as, because at any given moment, it's very hard to tell which analysts will be right and which ones will be wrong. that's never more apparent than right now, in the middle of earnings season when so many companies are reporting, most report today, disappointment, upset surprises all over the place. that's why this is the perfect time to grade the analysts. and because professor cramer is a very harsh grader -- we're going to do it using a big name stock where there turned out to be a huge disparity between the reality and the expectations.

i'm talking about microsoft, a company that was for the most part written off and left for dead as one more casualty of the declining pc industry before it reported last thursday. but then the numbers came out and holy cow! hallelujah! microsoft delivers a 5 cent earning speed off a 67 cent basis. it's alive! in response, the stock jumped from $28.79 to about a buck higher the next day. two bucks high ter day after. that now the darn thing seems unstoppable. an 11% gain from where it was before it reported just a week ago. bye, bye, bye, so what the heck happened here? how did the analysts get it so darn wrong? first of all, the reason so many got it wrong, it's a real hard

topic, people. it's really hard, to nail a quarter, you have to guess what will the numbers be, also how the stock will react. those are two separate things. kind of like the math and the english on the s.a.t. the analysts may know the math, but then the english knocks them out. there are very few people who can consistently ace both. in microsoft's case, you actually had the best of the best among the analysts, you know what, they got it totally and completely wrong. >> the house of pain! >> they brought microsoft public back in the day of goldman. he was the closest research analyst to bill gates, yet these analysts simultaneously downgraded microsoft back on april 11th, right before the company reported based on what they thought would be weakness across the board because of how

bad the pc market is. then there was a third downgrade in the quarter. this was probably the most painful of all. the downgrade begins, quote, after maintaining advisers september, 2008, we are downgrading microsoft to neutral and trimming our price objective to $33. bank of america actually came close to the numbers. the estimates weren't far off. but they got the thesis of the direction of the stock wrong. banc of america never came. it belonged to the microsoft bull, not to the bears. i feel bad. when you see downgrade, it seems like the bears analysts didn't think of microsoft as a play on personal computers. that's where they went wrong. because when microsoft reported, what mattered was not the pcs but these other business, the cloud business, entertainment

device, which exceeded the forecast. plus a new x-box is on the horizon. more important, though, it's hard to be right when everyone agrees with you. what the newly converted bears didn't see all the negatives of pcs were baked into the stock. but none of the positives about the other businesses were. as it turned out, those three downgrades were the darkest be every the dawn moment as that's where microsoft bottomed. so where there are any a students, did anybody get this one right? yeah. this guy at ber teen is research, he nailed it, in fact, right before the quarter, he wrote, quote, we believe the current share price embeds an unrealistic bad scenario of noting perpetual negative growth, to search and mobile into perpetuity and tens of billions in valued destruction to ill fated acquisition and investments, end quote. that was the consensus pick. it was too darn bearish. hence, they had a buy, buy, buy on the stock.

buy, buy, buy! . and, in fact, microsoft's cloud business was excellent. entertainment business was better. online was good, managed costs well. all these businesses that we used to be thinking are ancillary are now drivers of the stock. plus there is even hope in the future of pcs, new generations of multiples coming out, longer battery life, they admit it could be a catalyst. so what's next for microsoft? because we care not about where our stock has been, where it's going. when the stock bottom gets to the fluid downgrades, it was trading a measely 10 times earnings, 3% yield. that's way too cheap for a company like this, any catalyst ahead. the stock has moved up more than 11% since then. i do not think it is done. if microsoft is finally getting credit for the nonpc businesses and this quarter tells me it's the case, then i think the stock is still very cheap and it can go much higher as the bears and neutral types have to go

positive and neutral guys, well, let's just say, don't be left behind, because the new x-box launches in a few week's time. here's the bottom line, even the best analysts can get bad grades sometimes. but when a host of analysts starts downgrading a stock that's already very cheap like they did with microsoft, you have to wonder if maybe the negatives they are worried about are baked into the share price. mike merler, he nailed it. don't feel bad if you missed the move, because i think microsoft has more room to run an believe it or not, the dominant box, the x-box, not the pc, is leading the way. let's take some questions. >> hey, jim, boo-yah, good after the you here in villanova. my question is, i'm trying to diversify outside u.s. equities, thinking china, i know you have a conference call coming up later. i want to hear your thoughts. >> i'd like to hear your thoughts. i think the chinese people are amazing. i think it's a great growth,

country, but the stocks, themselves, they need to get their act together in terms of having disclosure sec. but china, no, i'd rather invest in companies that do business in china than in chenese companies. yes, sir. >> hey, jim, alex from new jersey. >> hi, alex. >> how are you doing? so there has been a growing demand in voice command make, like siri. the other day direct tv came out with an app that lets users command the tv by talking to their foevenlt i want to foe what you think about nuance. >> historically, every time i fried to invest in a sound duplication be i lost money. that one will have to go up without me. all right, there is more back to school from villanova university after the break! [ music playing ]

>> mild, medium or hot, this 52-week high flyer is blazing. has the ride just begun. cramer is on campus with the ceo of buffalo wild wings just ahead. .

if you want to buy a stock that you can't understand, so

while we're here on campus, let's talk about something that's easy for the college demographic or really any demographic over the age of 21 to get their heads around. let's talk beer and wings, which come together in a terrific stock of buffalo wild wings, bwld, a regional to national powerhouse with 950 locations in the west quarter that i think can only double, maybe, hey, 1,700, maybe 1,800, i don't know, i think it can. buffalo wild wings have been roaring lately up to an all time high thanks to a massive decline in chicken prices and a crowd that loves going there. this stock has been a huge winner, up 79 cents since 2011, it's rallied at the end of july, right after it got hammered and woke up in a tough quarter. we did not waiver in our report. reports again next monday. before that happens, i want to help you understand this story,

which is why i'm so thrilled of sally smith, the president and ceo of buffalo wild wings here with us tonight. miss smith, welcome back to "mad money." [ cheers ] how are you? great to see you. >> it's nice to be here. >> it's been a remarkable run. it's been a remarkable run. but i do want people to understand that as much as it's been great, there's a lot more room for a lot more buffalo wild wing stores, both in this country and around the world. >> there absolutely is and we're going to saturday in philadelphia. we just crossed the 900 unit threshold and we've identified that we think we can get into 17/1,800 markets in the u.s. and canada. and i just returned from an international trip and a lot of opportunity internationally as well. >> well, we know from some of the great chain, whether it be mcdonald's or yum or so many others the concepts we have here

are loved in other places. is that your initial take when you go around the world? >> absolutely. they love american brands. and as we do our research, they talk about -- yeah, you'd have to have some regional specialty, but they want it to be an authentic american brand. >> one of the things i know your quarter is about to come up. so i won't ask you about the quarter. >> thank you. >> there are two variables in terms of your company that people talk about. one is the price of wings, they vary so much. next is the schedule of sports because that can determine the crowds. which are more important as the leverage to earning, sports or wing prices? >> you know, i think the most important thing is sports. we have dealt with wing prices for 30 years. they go up, they go down. 2011, one of the lowest prices we've ever seen to 2012, the very highest prices we've seen. we're still the same company. but sports drives the buffalo wild wings. it drives the guests into the restaurant. i always want that great

matchup. >> we are at a school that won the championship, a proud moment. [ cheers ] . >> march madness, good this year? >> loved march madness. we thought it was a great lineup. for the first time wed a aligned with the ncaa. we were the official hangout for march madness. ammend this carries us through for the text couple of years as being the official hangout for ncaa sports. that means 89 different sporting events. >> i also know you are on the mob home page. i went there. >> yes. >> and you also have to be enjoying the fact there are two new york teams, big market. i don't want to endorse new york and nba, a lot of people go to nba games. there is almost one every night with a giant audience, it's got to help. >> any game helps, naturally. the better they are, the closer they are, the better. we love overtime. >> the super bowl must have been amazing.

>> there was something like 125,000 tweets during super bowl was the blackout caused by buffalo wild wings and the t similarity to our commercials? it was a lot of fun. >> the similarity is your commercials are fun. your social media and advertising, i know you are doing more radio. is that work something. >> we have a lot of national radio. radio is that call to action. it reminds them of what's happening on that day at buffalo wild wings. social media, it's about engaging the guests. we had papa shot at the ncaa. you were able use your smartphone, come in, you should try it. you're the expert. >> well, i'd like to think. i went to the web and asked people, jim cramer on twitter, what are they looking for. i get a bunch of people, my partners at mcdonald's, they. to know, what happens at mcdonald's succeeds in this bone-in chicken. are you concerned? >> i think the fact that mcdonald's is doing bone in

chicken speaks to the chicken wings. the occasion for someone going to mcdonald's is different. you come to get together with your friends, your family, really to cheer on your sports team. that's a different occasion. so i think it fully increases the, the importance and the viability of chicken wings. >> category? temple, lasalle, santa joe, villanova, penn, i know you have been looking at your stores here. is this enough room? could you have a buffalo wild wings next to every school and still think you'd do well? >> i do think we can. philadelphia great demographics. we have been in the city for about three, two-to-three years. we are looking to continue to expand and i can't think of anything better than for each school to have their own buffalo wild wings. [ cheers ] >> sally smith, the president and ceo of buffalo wild wings. all time high, don't get on that list unless you are pretty darn

good. don't move, a special special back-to-school edition of the lightning round is next. [ music playing ] [ male announcer ] there are people who find their own path.

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[ music playing ] [ cheers ] all right, wildcats, before we all head to maloney's or callies, it's time for a special "mad money" back-to-school tour invades villanova university edition of the lightning round on "mad money." that's right, take your questions rapid fire. i'm tell you whether to bye-bye buy or sell sell sell. my staff prepares the graphics on the fly. we play this sound then the lightning round is over. are you ready? now it's time for the lightning

round [ cheers ] >> cramer, this is kyle from new jersey. i'm excited to kell e welcome you back to villanova and to philadelphia with a big stuttering b-b-b-boo-yah. so, dr. cramer, you got me started investing a couple years ago. i can't thank you enough, thank you, i'm so glad to be studying here for an nba under your tute lamb. i bought stock and how high is it going to fly? >> next stop is jimmers for $100, great selection, stick with it. yes. >> hey, jim, i'm victoria from long island, new york him i want to give you a big welcome, boo-yah from 'nova nation. i was wondering how you felt about disney recently? >> i'm sorry. >> disney. >> o', sorry, the stock was down today, i was thinking to myself, this might be the chance, if this goes under $60. you pull the trigger.

i think it would be a gift. all right. let's take it over here. >> hi, jim, i'm mary from new jersey. glat to have you at 'nova, what are your thoughts on exxon? >> i didn't like the quarter for exxon, i didn't. i think you can get more from mobile. i think you should sell sell sell and go for a super major to be not the major it was. >> boo-yah, jim, joe here from pennsylvania, what do you think of thely on's stock? >> i think at this point i would rather go with disney. look. i loo tick movie release. i don't like to play that game. who know wls the next edition of "hunger games" doesn't work. >> yes. hey, jim, tom from doylestown, pennsylvania. you mentioned housing is hot. what is your talk on beezer. >> i don't like get doylestown, i love. that i lived there a long time. >> hey, jim, frank from long

island here. i'd like to get your thoughts on 3d systems. they have been inquisitive in the recent past. it could be a game changer across many different industries. >> i think it's absolutely a terrific stock when it comes to speculation. i think it's a crowded segment. 3 the systems is too ricky for this guy. >> hey, jim, matt from nuvenlth my question is abouted for. i know they have been surging lately. i know you have a close connection with youred for, i think in reality it's not a good play. >> here's the problem withed for a, it's still europe it's europe, it's a coil spring. you get your price, 20 bucks. yes. >> hi, jim, i'm jim from maryland, i am tired of seeing girls wear uggs in the summer. what do you think of skechers? >> i have liked the stocks. i have to do more work. >> hi, jim, kerry from connecticut i'm thinking of

vesting for the first time, i want to know your thoughts on amazon. >> i think amazon again, i'm a homework guy, i got to be on that conference call. i think amazon is a great stock. i did not put it at the opening, i am concerned about this particular quarter. but i do like the concept. >> hey, jim, colleen from pennsylvania. what do you think about nordic takers? >> i think dividend is okay. i think it's bottomed. but i don't think an oil tanker company is going to do very well when our continent becomes energy self sufficient. >> how is it going, jim, math few from -- matthew from louisiana. i want to know your opinion on gun stocks and the policy in washington. smith and wesson. >> no, i don't, look, i have been rejd cabella's. they are up huge today. i would like to take profit cabella's. i don't care much for smith an wesson. >> long time listener, john from philly, my question is, the poll

is up, do you think it's a buy despite the fact it's trading at 40 times earnings? >> chich ottley? >> i thought the problem is fine. it's a head rot stock. it's up from about, 80 points ago. let it come in. if i can get it at 40, i will pull the trigger. that, ladies and gentlemen, is the conclusion of the lightning round! [ cheers ] >> announcer: the lightning round is sponsored by td ameritrade. they don't know it yet, but they're gonna fall in love, get married, 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.

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[ music playing ] welcome back to the pavilion here on the campus of villanova university. [ cheers ] . >> home to some of the best and brightest students in the united states. [ cheers ] >> so i'm going to open it up, open up the floor and see what else is on the mind of the great citizens of the 'nova nation! it's time to quiz cramer. it's all fair game. who's first? >> hey, jim, tom from pennsylvania. i want to give a big

v-v-v-villanova boo-yah to you. >> that's a good boo-yah. >> i want to know if you went back in time to talk to yourself as a senior graduating from college, what advice would you give aside from the nasty breakup that year. >> how i could have used some advice. you know what i will tell you what i should have been thinking about was having more fun than i did. i know that sound strange. but i should have gotten the fun part done earlier. i was too worried about working, too worried about finding a job and was too, let's say, i applied to 50 college, i applied to 50 newspapers. i was the editor. i was rejected by every single one of them. i went from being up here to down there. i should have been less serious then instead of more serious. then later on, everything went pretty well, but thank you. >> hi, jim, tony from boston. i want to give you a big boo-yah.

>> thank you. thank you, for all those in boston, we know it's tough times with you, really, man. >> thank you. >> in your days before "mad money" when you were running your hedge fund, what was your darkest day and how did you overcome it? >> october 8th of 1998. i lost, that was a day where my fund was opened so people could take their money out. i had people who had been with me for years an years and years. they lost faith in me. to have people who lost faith in you who you made millions for a very difficult thing. i read "endurance" to try to be able to deal with the pain of it. and i got over the painant, you know, about five weeks ago. it's tough when people lose faith in you. but you must never lose faith in yourself. >> hi, jim, mike from new york. >> how are you? >> over the past few years, hedge funds that trade algorythmically based on the latest tweets or blog posts have been popping up all over the place. in the past, papers would read

newspaper headlines to get information on headline trading. which market retail would you say? >> my friend called wapnor show at the half. he said a lot of great things. we need to find ways for individuals to make money. the algorythmic is an littal -- analytical to what i i believe in. do the home, owe home. i think the show's record after eight years shows you should try to find the stocks you like, not dissing index funds, reinvest an reinvest and get very rich. >> hi, jim, from ohio. my hidden talent is i can wiggle my ears. >> all right. >> that's fabulous. >> and i was wondering what your hidden talent was. >> what's my real talent?

>> my hidden talent. >> holy cow, it ain't singing. my hidden talent, i would say my hidden talent is to be able to work with absolutely no sleep whatsoever. novenlt i mean, literally none. there have been many, many all-nighters and come out here, people haven't been tell. fortunately, i stayed at the conference centre last night in villanova and actually got some sleep. >> hi, path pat's or gino's? >> that's easy, my dad have had his, i'm older he is, his 85th, jixth, 87 in the inner sanctum at gino's, i have been inside, so, pat's, no thank you. >> okay. >> well, i hope i passed that test. stick around, i'm turning the tables and putting villanova's finest to the test and stay with cramer. [ music playing ]

. .

[ music playing ] [ cheers ] welcome back to villanova university. we saved one of my favorite moments for last.

there is nothing i like more than meeting the fabulous students you have been hearing from all day. it's my favorite part of the back-to-school tour. it's inspiring to see all their passion and their visions for the future. i love it! in just a second, you're going to meet a few students from the villanova equity society. let me tell you, they are the real deal. they research, they manage funds. today i'm putting them to the test. just like when i interviewed people from my old hedge fund job, they come prepared for investment ideas. let's see who they got. who's up first? >> hey, jim, i'm from ellicott city, maryland. i have to start out by giving you a b-b-b-boo-yah. today i want to talk about slumber, i know the oil field has had low rig counts and energy prices, the bottom line is i think they're great value and the best in an industry. >> i couldn't agree with you

more. i think one of the things that happened, the gulf of mexico, i think slumberge is the best of the best. schlumberger, the best of breed. i like this way you think. >> let's go. >> well done. well done. [ applause ] . >> hiing jim, my name is alex. i'm a junior from san francisco bay area. >> excellent. >> i want to talk about today is ebay. >> it's tough, isn't it? it went down again today. give me your take on the quarter. because a lot of people were so worried about europe. >> i think the concerns in the short term quarter two over europe in the currency effects are short sided. i think it presents a nights buying opportunity to get in a stock that has compelling growth, opportunities and strong fundamentals. >> pay pel, worth the price of the stock? you have to believe at a certain

point they have this great marketplace business and pay pal, if they were ever to split it off, i think it's worth more. >> i agree with you. they're just starting to expand into emerging markets. i think if they can tap into the underbanks population, that can be good for them. two, they are starting to capitalize on that now as mobile becomes a bigger presence, i like them there. and then finally, i like what they're doing offline. they have a deal with discover set to go live this summer that will get team into 7 million retail stores. >> alex, i agree. i think they're at a good place. market near all time highs. we should be buying ebay. well put. thank you. my name is christian, i'm from new jersey, i'm pitching d.r. horton. >> you think you know their hedge? their report? >> tomorrow. >> they're out there. >> i was going to say before

today chipotle i think they beat. i think d.r. horton, the reason i like them is we have a low rate environment, which means people can get big mortgage, one of the issues is they've had a high cancellation rate. i think with a lower average buying price with the average in the united states, they're going to have an easier time having buyers get into their homes. that will lower the cancellation rate, increase their backlog and essentially drive sales in the future. >> i think it's a great story. the way i have been approaching this story is let them come in and buy. housing renaissance right now, well done. thank you. >> thank you. >> hi, jim. i'm nick. i'm from new york. i want to give you a big, big, apple boo-yah. >> i'll take it. >> i'm going to shout out to mom, dad, jess and my good friend. >> you left out half a dozen. gnc.oday i want to talk about they established themselves with

a best breed. they have explosive growth. same store sales have increased 22% per quarter in the past two years, which is phenomenal for a large retailer. i think now is a great time i'm hoping. >> worried about the quarter? >> it's coming up on monday. >> i know, my concern is this, the stock has been a red hot stock. i'm worried about supplements, nutrition, government regulation. think they're cool? >> i think they're cool. i think the warning on dma isn't as significant. ten of the 11 companies reformulated their products and a few analysts also stated they don't think it will be as significant. also, someone who lifts, i don't take that sufficient seriously. all in all, i think it's a good company to hop into. >> a new reward program, vitamin shop, yes, no? >> they got hit on earnings back a couple months ago. the thing i really like about gnc is their 25% market share and sporting nutrition industries. >> well, you are a smart guy. i rept recommend get once again,

you might as well see the quarter. actually, every one of these stocks real good ideas, real good. thank you very much. listen up, they've done the work. that's the students from villanova, the equity society. stick with cramer! .

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villanova university school of beings and the home of the students in villanova, you are the reason i get up and do this show every day. just for you, everybody, i'm jim cramer! good evening, everyone, i'm larry kudlow. this is "the kudlow report" and this is a night filled with dramatic developments on several fronts. first, it sure looks like the red line has been crossed. the u.s. says syria has, indeed, used chemical weapons with the assad war with the rebels. what will the obama regime do? will the president keep his promise not to attack? the whole world is watching. second, we learn a suspected marathon terror bomber told the fbi he and his brother were planning to attack time's square in new york city t. question is,