jpmorgan if jamie dimon leaves. final trade, pete. >> caterpillar. >> mos. >> dennis. >> short to bond market. >> guy. i'm melissa lee. thanks for watching. catch more "fast" tomorrow my mission is simple, to make you money. i'm here to level the playing feel for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to correct. other people want to make friends, i'm trying to make you a little money. my job is not just to entertain you but to educate you and teach you. call me, 1-800-743-cnbc. all weekend, wherever i went, picking up my daughter at the end of her freshman year,

scrambling eggs this sunday or the meathouse down the block getting some skewered gulf shrimp for the barbie, i heard this market, this stockmarket is on its last legs. yes, the rally, it did take a pause today. the dow sink 27 points. s&p flat and the nasdaq advancing .06% and, look, these meme, they say to me the whole market is suspect and the end is nie. some of this is reaction by my show watchers, being that i don't subscribe to the notion that this market moves ends the moment ben bernanke stops waving his magic wavenltdimage magic w. they are buttressing this rally. they aren't about to reverse themselves any time soon. more important, there is

something happening, in fact, there are three things happening that i have to admit i have almost never seen in my 34 years investing and they are, as positives they may be, unnerveing long-term professionals everywhere. you guys know, i peruse the charts every weekend. this is a part of a plan i have, a part of my endless bid to make my life less prosaic. i think they're consistenting to the surreal nature of the events and that's why it's so mistrusted. first, and something i haven't seen happen in 14 years, when a stock runs up to a good quarter, and in this market, you gen then get that good quarter the stock goes higher, still. buy, buy, buy. how many times have you heard people on our network or on the web or in the papers that a stock -- sell, sell, sell -- and profit-takers emerged and rang

the register. that's almost a given, right? not in this market. take whole foods, here's a company that has been in the penalty box every quarter everybody thought wasn't up to snuff. it hang wished in the low- to mid-''80s and seemed that it was going to roll over. ten day, whole foods broke out of its $80, ramping to $88 and $92, broke out above 90 that is a huge move. that is the kind that usually makes you very nervous about what the company actually reports. how good could it be that it keeps moving in. sure enough, whole goods, a good profit-taker. do the profits come in? no, the opposite. the stock actually soar 10 points and that is a totally shocking development when compared to what's been happening from so many years around here. disney is reporting good quarter after good quarter after good quarter. we've gotten the clocks, take

for days. in every case, you are hard pressed to think why the stocks have gone down except they've run um up so much ahead, how about the domino's? dpz. it jumped in anticipation of patty doyle putting out an earnings boat. we got an earnings beat and a rate. it jumped 4 points. come on, that would be bullish. second, we're not charting on gao "mad money", they often trade down to fill in the gap. in the past when i seen a gap, i'd presume the stock is going to drop back a bit. i said this to you on the show millions of times, that hasn't happened in this rally. we don't get a second chance. >> all aboard? >> when william sonomo jumped up, it never pulled back. thooeter did his colleague, restoration hardware, rh. they were so strong and never

came back to terra firma. we have odd timers who have been taught not to chase. we have learn and relearned that you always get your chance, that the train isn't really leaving the station or if it is, another train will come by and let you on it. but in this market, in this market, the train runs you over, if you're in the way and flattens you as surely as the penneys i used to stick on the tracks in flower town where i grew up. finally, when you do get a pullback, well, it lasts a nano-second. even if the company is damaged goods. not just the stock, the company, itself. this is not a different pattern of all patterns. ten days ago, one of my favorite business companies ten business days announced a widely panned quarter. it gave an incredibly gloomy outlook. it numbereted.

-- number u plummeted. usually, that's a sign of a big rollover. not this one. it is now 3 points above, did you hear me, 3m is above where it lowered the boom. that's flabber gafrting. i can't -- pleasureghasting. i -- flabbergasting. it wasn't as severe a miss as caterpillar, a report that caused it to drop precipitously in early morning training when it came out. how could it not when it lowered the forecast from $7.9 billion, significantly lower, than the house of expected demand. the footballs came out when with got -- wren we are got great news out of zynga. i expected this stock to crack into the sfnts, drop 10 points, maybe 15 points after seller and seller. instead, instead, cat reversed immediately, that very day and

then in two week's time added 10 points from where it broke down in early morning train trading right after it reported. that's outstanding. nevertheless, it's nothing compared to emerson, emr. they not only disappointed when it reported last week but it traced out a terrible trajectory to the quarter saying it got worse and worse and worse as it went on with april the last month being particularly weak. the ceo made it clear things were going to get far worse. still, i listened to this call. i said this one's got to be a sure of a lifetime. look out below, dive! dive! dive! . no. the opposite, emerson actually is up a buck after the report. let's call that extremely unusual behavior. extraordinary even though i gave you no encouragement to boy. if you look at the subtext, there was a yellow cartoon kind

of thing, it's telling you sell, sell, sell, sell, people didn't care, they wanted in. they used the week to buy, of course. we know now the bottom of apple came at another criticized quarter. i cannot find a piece of research that shows the stock is yielding 3%. that was some 70 points ago. these same analysts that cut their price targets from the 500s to the 400s after that quarter, get this they will have to come in maybe as soon as tomorrow and start raising the place targets again as they search for the meaning of life or at least their lively hoostd. you have to wonder is amazon brought out a round of razberries isn't going to take out that high. that could be the kind of game you get in the blink of an eye. the no sell-off on good news, the refusal to trade down and the increases on hideous news are confounding those in this

market for ages. see, the skeptic, the guys that hit you up a lot. they think this action makes no sense. i don't blame them. i have seen when gaps weren't filled over time. however, i can tell you, i can never recall situations where truly hideous quarters and horrendous oux were greeted with outright buying almost immediately. so here's the bottom line. we are needed in a surrealistic moment where even hard core optimists are blown away by this bullish stampede. sure this market can change on a dime and go back to its old ways. right now, we have a bull crushing even the most skilled of matadors and, for that, it still gets no respect, even as respect should be this bull's middle name. let's go to austin in florida, please. austin! >> caller: hey, jim, boo-yah.

>> boo-yah, austin. >> caller: i wanted to get your opinion on sony. it looks like the end in the devaluation might change to boost this stock even higher. >> i know. people are planning it that way. i'm not going to fight you on it. they continue to debase the end. toyota was up big. i totally get the thesis. this japan is going to be monstrous to the upside if they keep this stuff up. hey, let's go to mark in california. mark. >> caller: professor cramer, i'm seeing if you approve a recent investment by warren buff fechlt they have a aggressive buyback that added 803 subscribers in the last quarter and they continue to add technology, genie receivers and voice mobile app. warren buffet loves it. what do you think? >> mike, i think you got horse

sense. mike wright who runs that company is brilliant. they have done a latin american venture. man that guy is smart. remember, 52-week high. that may have to mark a couple days, as the afternoon sets in. i do like them. the running of the bulls usually happens in spaen in a place called pam llona -- ma m.p. lona. you might not understand it. you got to give it respect. boy in may and stay? "mad money" will be right back. .

coming up, bringing the top 150 best drugs to market. should it be a top name in your portfolio? cramer puts this newby stock to the test. and later, on track? amusement park oerpt or cedar fair has been auvg quite the ride higherment could momentum in disney and universal's parks mean this stock is about to climb to new heights? cramer speaks with the ceo just ahead. could one company's potential to streamline itself make you "mad money"? it's cramer's call. all coming up on mad money. .

>> i always like to tell you the big part of stock picking is like putting together the pieces

of a ma sayic. a puzzle. we heard from a company that's basically an arms dole tore the pharma and biotech industries. charles river place a role in preclinical testing where they search for new compounds that might be worth studying in more depth. karl riv charles river toll us they were seeing preclinical early stage business. that got me thinking. we know drug companies are spending plenty of money on research and development to discover if you drugs and take them to the market after the trial process. those r & d bugs represent a finite pool of cash. if it isn't going for the preclinical players, it has to be going somewhere else. we know they're spending. in other words, in charles river is losing, someone else is spending. the reason the pharma industry

is spending money in preclinic am studys is these companies are spending more on the r & d buckets on later-stage critical trial, think phase ii or phase iii. they want earnings per share and they want it now. we are seeing totally brand-new discoverys and research can have a genuine payoff in the next few years and we're talking huge amounts of mine money here. last year, the pharmaceuticals spent $100 billion on r & d. right now the companies that cater to later stage trials are getting a bigger piece of fa research pie. how do we play it? sure enough, a few days it is convenient after charles river labs gave us that piece of the mosaic. the market provided us with a brand-new way to try to profit from it. i'm talking about the ipo last thursday of quinntiles natural

holdings which trades under the symbol q. it won't be like the old letter q. i had mentioned that you should try to get in on this one ahead of the deal. i don't normally recommend fresh ipos, it has rallied about 75% before it became public. therefore, i think it has a lot more room to run. can you it's quinntiles. it is a research known as cro. they provide drug companies with outsourced development companies. they can conduct studys more efficiently and quintiles is the largest player. they've helped to commercialize all of the hard drug, cancer drugs, it doesn't machlts of the drugs approved in 2004-2011, quintiles was involved with 85% of the nervous system drugs, 72%

of the cardiovascular drugs. can you believe that? those are incredible numbers. if you are a big candidate that still needs to be studied, you got the quiftiles, they will will take care of everything soup to nuts. they cre krut the patients needed and they keep up with the requests from the food and drug administration, all along the way. in fact, one of the most important things about this quintiles has a terrific relationship with the fda, which is a good reason they get so much of the drug development business. they are trusted by the government. plus the company the at a major advantage, thanks to their size and their scale. if you want to get a few drug approved, the fda wants to see diverse patient sites, clean data, accuracy, speed. that means more contract organizations simply can't compete with a bulldog like quintiles. they are known for phase ii and iii clinical trials.

we know from where they are spending the r & d budget right now. two years ago the pharmaceutical industry spent roughly $16 billion the contract research organization like quintiles that, is expected to grow by 20 billion. this vast is coming not from drug companies, they are allocateing more to outsource research sints since it's a fabulous way for them to get bang for their buck. and because quintiles is one of the best players in the industry, you can expect most of that business to flow to them. what about the stock? quintiles just came public last thursday. while the ipo immediately went to a premium, it didn't spike nearly as much as the other dolsi we've seen so far this year that are hot ones. quintiles is 42.11 first day of trading. then it went today to 43 and

change. so how much could it be worth based on where similar stocks are trading? these are the relative compareson, quintiles is expected to generate $4.3 billion in service revenues this 84. it has a market capitalization of roughly $5.5 billion. two other contract research competitors and you gave quintiles the same prize i price to sales multiple, in other words, if they traded in lean with the competition, it would be a $50 stock, 16% higher than it is reit now. i think it's going there. you know what? that's a conservative target. they are growing as fast as its peer, so it shouldn't get the same valuations as them. it deserves a premium valuation, which send the stock higher above 50. hey, look, this company has a terrific track record. during the last five years, they saw earnings before interest, tax, ammoration that ebita thing

you hear tossed around. increase of 13.9 annual growth rate. every year during that the bach to go ratio which how much business it has vs. what it can handle is between 1.19 and 1.27. everything above 1 means quintiles is getting more orders than it has the capacity to fill. that is every year from 2007 to 2012. those guys know who consistent results are. by the way, their founder and chairman dennis gilles oern owns more than 125 million shares in stock. this was after they privatized. i remember that deal and sold it and brought public again last week. there is only one reason for an insider to own that much stock that's because he believes it will go higher. here's the bottom line, remember that investing is about putting together that mosaic, the puzzle of information which lets you make good decisions.

crl, charles river labs told us on this show that things weren't so hot in their preclinical business and that's a very good company. but in the particular case, it's a little of a zero sum. charles river's loss is quintile's gain. that's why this fresh faced ipo is still -- buy, buy, buy, limit orders, please. ariel in new york. ariel. >> caller: hey, jim, a big boo-yah to you from new york. >> what's going on there, partner? >> caller: nothing much. my question is jackson pharmaceutical, do you think it's a buy since its last week quarterly report? >> i have been wanting to do a full takeout since that quarter because the stock has been all over the place. you know what, i owe you. i owe you work on get i am not going to tell you that i think this company after all the work we've done on the drug companies, i'm not going to say it's good or bad. i will offer qualtatetive

analysis soon an definitely next week. stock picking and choosing is an art. what one company says can help us follow:00 it's a giant trail of crumbs and it leads us right to quintile, letter q. after the break, i'm try to make you even more money. coming up, on track? amusement park operator cedar fair has been offering quite the ride higher could the momentum in disney and universal parks mean this stock is about to rise to its new heights. cramer speaks with the ceo just ahead.

just by talking to a helmet. it grabbed the patient's record before we even picked him up. it found out the doctor we needed was at st. anne's. wiggle your toes. [ driver ] and it got his okay on treatment from miles away. it even pulled strings with the stoplights. my ambulance talks with smoke alarms and pilots and stadiums. but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. since aflac is helping with his expenses while he can't work, he can focus on his recovery. he doesn't have to worry so much about his mortgage, groceries, or even gas bills. kick! kick... feel it! feel it! feel it! nice work! ♪ you got it! you got it! yes! aflac's gonna help take care of his expenses. and us...we're gonna get him back in fighting shape. ♪ [ male announcer ] see what's happening behind the scenes

at ducktherapy.com. [ male announcer ] see what's happening behind the scenes bny mellon combines investment management & investment giving us unique insights which help us attract the industry's brightest minds who create powerful strategies for a country's investments which are used to build new schools to build more bright minds. invested in the world. bny mellon.

. right now we got a raging bull mark going on in theme park stocks. we heard it from disney all time high today. we seen it in sixflaggs. how about that newly public seaworld jumped 24% in trading, just six weeks ago. we are seeing it in long-time favored cedar fair. it's a theme park where a 5.88% yield. this yield keeps going higher, it's about how much they are making. cedar fair has five home, this stock made some monumental gains. do you know this one is up 173% with reinvested dividends sense i got behind them. 43% returns since we just spoke to the ceo in july 2012. the company reported last week

on may 8th. while cedar fair beat wall street's estimate, they delivered a slightly thes less than delivered loss. it's a seasonally least important quarter t. guidance the company reaffirmed and deferred revenue up 30% year over year, which mostly looked at season sales. this is a mammoth company. does the bull market mean there is more to run? let's check in with the weo, mr. wemac. welcome. >> why is your industry, what is so spectacular about the theme park business? >> you got to start with it's great value for the consumerment if you start there, everybody in the whole industry is seeing it. >> everybody? >> yeah. it's great. as you said, as far as we run so

far, there is room left to run. >> what's changed here? i remember when six flags, that thanks skyrocketed and fizzled. we all know theme parks, matt, that have failed where the real estate whereas -- what changed in this industry? it wasn't always good? >> no, it wasn't always good. six flags went through bankruptcy. it came out the other side, sea woehrle was always good -- seaworld was always good, it is owned by anheuser bush. we are taking the best practice, so an ecommerce program across our 11 parks, revenue management techniques that were in the cruise industry,ulesed in the hotel industry so the professionalization has taken a step up. >> it's not just that little paper ticket. >> in fact, most people don't arrive with that little paper ticket. it's one of the reasons we moved

down, we don't need those anymore. >> i also think the company has changed. the tech, the tech is so incredible versus the way it used to be. it used to be the whip and the mouse. it's not like that. >> it's not like that, cedar potent opened up gate cooper, the new record breaking winged rollercoaster. it flies across the front gate. we have been opened at cedar.in the 144 years, this was the best opening. >> when was it last weekend? this weather wasn't that great. >> the weather wasn't dplachlt we had the best weekend. >> i always thought if the weather isn't great, your numbers are bad. >> the best opening in years. it's a product. it's a value. it's easy to get to. you jump in your car, do a roadtrip. >> now, when i try to gauge the price of gasoline, what it means for your business.

it goes down, preeople drive mo. people stay local. what is the real inflexion poevent here? >> it isn't gas, if it eats into your commuting budget or commuting costs you money, generally, people come within a two or three of hour drive at the park. gas a relative cost to that. >> how about employment, does that matter? >> employment does matter, we're getting better, right? as we see that, some people who haven't been able to visit us clearly are making that ritual visit they had to give up a couple years. >> you fixed up the balance sheet. i think people say ben bernanke hasn't done anything good. how much money have you been able to bring down through refinance something. >> we brought down several million dollars, we refinanced over a billion dollars worth of debt at historically low rates. as you know, we're willing to have a sustainable disribution bougs. part of that, we do 250 this year, 6% is to have a cost of

debt that's cheap. and today, it's really cheap. so we feel good about our balance sheet. >> another thing i found. i know this last quarter is not seasonably that strong. something happened with your season with halloween. what changed? >> structurally the season has extended. >> how can that be? what happened? >> well, first of all, we used to shut down after labor day. you got to follow society trends. macros. you pay attention to them. halloween is second only to christmas. >> it's a huge holiday. >> we play into that including our knot's berry farm where it started. >> notsberry happened to be opened all year. if you had the money to build more parks. but is there a lot of real estate viable? could you build them throughout the sun belt? those open all year? >> no, you wouldn't do it. >> why? >> every major market is taken by somebody already. >> it seems like it. i liked the knot's berry farm.

>> it costs too much, environmentally, they're difficult to approve. you need transportation enfra structure. you will not see another amusement park in this country. >> that's it? >> a true barrier. i want to trust briefly on the success we had in the first quarter. as you noted tvlgs up. it's all knot's berry farm. >> it's opened all year. the value is in that market. dad says, let's go to knot's and have some fun. >> one question, i grew up-to-next to it. a place called willow grove park. it was a great theme park. they saved the carousel's. they're gorgeous. is it possible what happened a lot of places closed and the last men standing are making a fortune? >> i think that is very possible. your example is a good onement there are very few left. >> they failed. >> thank you so much.

that's matt quimet, president and ceo of cedar fair. stay with cramer. coming up, can you hand him the heat? cramer gets you fired up for a searing hot lightning round. .

humans. we are beautifully imperfect creatures living in an imperfect world. that's why liberty mutual insurance has your back, offering exclusive products like optional better car replacement, where if your car is totaled, we give you the money to buy one a model year newer. call... and ask an insurance expert about all our benefits today, like our 24/7 support and service, because at liberty mutual insurance, we believe our customers do their best out there in the world, so we do everything we can to be there for them when they need us. plus, you could save hundreds when you switch, up to $423. call... today. liberty mutual insurance -- responsibility. what's your policy?

. it is time. it's time for the lightning round. when you hear this sound, the lightning round is over. i'm going to start with spencer in connecticut. spencer! >> caller: hey, jim, big boo-yah from fordham university. >> what's up? i'm sorry? >> caller: i have been watching since i was 15. i have been loving every minute of it. >> that's what i want, start them young. >> caller: picked up bolera energy valero energy. >> it's a problematic situation because the divide between the local oil and the oil that we

import has gotten smaller. i still think valero represents value, not the horse it has been. let's go to mike in new york. meek. >> caller: boo-yah, jim, mike from liver poole, i have abbott stocks, recently they split and gave me shares of abb, why can't the abb dividends be reinstated and are abbott and abb good? >> one is slower than the other. both of tell are excellent companies and i will bless only both of them, provided just so you know, provided that you don't have any other drug company in your portfolio. let's go to john in florida. john. >> thank you. call call i'm calling about fifth third shares. >> fifth third, it's terrific. i like huntington bank and fifth third, may i add my charitable

trust owns bp. let's go to na tannial in -- nathaniel in new york. >> caller: is it worth buying? >> no, it doesn't have an edge. let's go to bob in illinois. bob. >> caller: thanks for taking my call. mega healthcare investors. >> it's another 5%-year-old e yield. we had it on the other day, i like this b better more. susan in pennsylvania. >> caller: boo-yah from your home tide is state. icahn inten interprices? >> let's go to ereck in illinois. >> caller: yes, jim, i'd like to ask you about canadian natural

resources. >> i like this stock. i'm a believer in oil. by the way the negative article in canada and the dividend that was also bad, but i think you can own this long term. i do believe oil ultimately continues to, will stay higher and natural gas will stay higher. i am not a bear on that complex. that, ladies and gentlemen, is the conclusion of the lightning round. coming up, some lar, semi, tv sets, could one country's potential to streamline itself, make you "mad money"? it's cramer's call. which would be fine if bob were a vampire. but he's not. ♪ he's an architect with two kids and a mortgage. luckily, he found someone who gave him a fresh perspective on his portfolio. and with some planning and effort, hopefully bob can retire at a more appropriate age.

it's not rocket science. it's just common sense. from td ameritrade.

it's just common sense. the new blackberry z10 with time shift and blackberry balance. built to keep you moving. see it in action at blackberry.com/z10

. >> you never stop searching for opportunities, especially in a market where the averages have set recordsment so many of the stocks are at or near record levels. that's why i'm always talking about breakups here on "mad money", not the last kardashian breakup, but corporate breakup, where a company can unstroke value business the stroke of a

pen by setting itself up. that may sound like hokus pokus, the parts are, indeed, worth more than the whole, it's a tried and true proven strategy last week i went over the wince of the companies breaking up, our in touch of split-up, marathon oil, for kuhn brand, so many others as well as the gains you've made when i told you about a company that should split itself and management followed my advice, i'm talking about 30% from deep's food and 30% from hess in september, the oil company. tonight i got another one, oh boy, this one is red hot! this is no one's focus on this perspective breakup play. i got to tell you, i think there is a three amount of hidden value that can be unleashed by spending off parts of this business. this stock has been a lagger over the past few years, i bet

it can become a leader in the blink of an eye. i am talking about applied tears. yes! amat. out of the house of pane into the house of pleasure. listen, home gamers this is a semi conductor equipment makers, applied materials, it's among the best players in the industry. the market leader. despite what you might think, this business is genning to roar right now. according to company, the semi conductor bottomed at the beginning of the year. 2013 is off to a better start, pc-related chips has come in much stronger than anybody thought. in the last quarter, they saw an 84%. applied materials has semi conductor equipment. is this the moment when demand is coming back with a vengeance? that's not all amat brings to

the party. they have a display segment where they mhe equipment made in liquid crystal displays or lcds and/or beganic light emitting diodes for tv screens, penal computers -- personal computers, this has been in great strength. what's the issue? the real problem for this stock is the company's energy and environmental solution division, where applied materials makes the equipment used to manufacture solar panels. >> the howuse of pane. >> even though the market is rebounding and rebounding well, there is still excess capacity. even though this is a men schedule part -- miniscule part of the business, they get punished for that solar exposure. that's why amat has been a huge lagger, over the last year, applied materials has overperformed its peers by 20%

and falk behind the semi conductor endecks also noindex stocks by 8%ment i think it has a lot of room to run. i know 8%. the best way for applied materials to unlock that is by breaking itself up. last year the company's solar division saw revenues decline by 88%, resulting in a $184 million operating revenue, excluding the marks that made it worse. some analysts feel applied materials should shut down the whole darn segment? well, that would probably give the stock time to lose, you know what i'm thinking? i'm thinking that would be the stick. ideally, i think applied materials should spin off together. you need something else with a display biz with a separate, more speculative company.

equipment biz would be awarded as a pure play without the container's solar. meanwhile, the container looks ugly, when you take a longer-term view, you step back, there is a lot to be opt mick about especially -- optimistic about, g especially a means of making money until demand comes back on the solar side. even though the solar business is hated reit now, there is no denying the actual market is coming back from the dead faster tan anyone expected. the technology behind solar power is getting more and more efficient t. payback period is shrinking. have you seen that solar city? that elon musk thing? more important the chinese, the chinese -- they've stopped dunk their product -- dumping their product all over the world, because they have been losing so

much money. the prices are rising in europe. and just last week, first solar said it sold out of solar panels into the third quarter of this year. i like that, hence, why first solar doubled in the first few months. now, that won't immediately translate into more business for applied materials solar division because there is so much more applied capacity. now the market is coming back without the aid of government subsidy, i have to believe a year down the road, all this demand will start trickleing down the food chain into the demand and the energy division makes the best in the business. that's why i think shutting down this solar makes it a separate entity to make sure it is viable while people wait for the solar resurgence and make it, yes, indeed, so it's a little hotter. you get this breakup, i think it can go a lot higher.

if you you a same the core business can get the same business, which trades at three times sales, i think that's a safe assumption, you get a 22 billion mark cap for the core business alone. that's 25% higher than where the stock is right now. then, if you are encredibly conservative and say the company would deserve a one-time sales, you still get a business that's worth $800 billion the sum of the parts get to 23 billion, we ekwals 19 and change. even if applied materials doesn't break up, goldman sachs says they can earn. last week, the stock traded. that means applied materials can go over $22 in the next two years or. so that gives you a whopping 50% gianni from here, but you have to be patient to reap those rewards for the brakeup announcement, applied materials a good dividend.. here's the bottom line, applied

materials gives you two ways to win. with the semi conductor business coming back. the stock can go higher. or management can take matters into its own hand like we've seen over and over again, spent off the sol loor and display -- solar and display business and launch the stock higher overnight. >> all aboard? >> don't get too excited here. amat's report is on thursday. if the quarter disappoint, the stock gets hit. you know what you should do if that happens? buy, buy, buy. stay with cramer.

woman: everyone in the nicu -- all the nurses wanted to watch him when he was there 118 days. everything that you thought was important to you changes in light of having a child that needs you every moment. i wouldn't trade him for the world. who matters most to you says the most about you. at massmutual we're owned by our policyowners, and they matter most to us. if you're caring for a child with special needs, our innovative special care program offers strategies that can help.

humans. we are beautifully imperfect creatures living in an imperfect world. that's why liberty mutual insurance has your back, offering exclusive products like optional better car replacement, where if your car is totaled, we give you the money to buy one a model year newer. call... and ask an insurance expert about all our benefits today, like our 24/7 support and service, because at liberty mutual insurance, we believe our customers do their best out there in the world, so we do everything we can to be there for them when they need us. plus, you could save hundreds when you switch, up to $423. call... today. liberty mutual insurance -- responsibility. what's your policy?

stop trading. the federal reserve has a plan to stop buying bonds, meaning it isn't going to go cold turkey, that's what i thought when i read the "wall street journal" piece everybody is buszing about, how ben bernanke is buying a program to keep interest rates down to get the economy moving. the article, at least implies that bernanke hadn't thought about hey, listen, i don't have a plan. to me the article was frankly, duh. i'm sure, though, there will be plenty of people that say, hey, look, bernanke has a plan. when there is a plan, he must sell, sell, sell. that could be one of the reason the markets are down. the yield of 3% won't be competitive with bonds if bernanke decides to stop buying an selling like a madman. it is entirely possible there

will be buyers of bonds outside the government given there is a widespread investments all over the globe. i believe the whole bond-buying theme initially so important now be it risky, there is no longer as dicier or germane as it once was. that's because i don't think rates will go up so much without bernanke in the picture. given the government bonds around the world have declined so much. yes, i don't like long-term bond funds. i haven't liked them some time. because of the odds they will be in place. those should be sold given they have puny returns than the common stock that have good balance sheets and yield. if i'm right about the government tax receipts, which are pretty bountiful, there may not be as much supply as you think. the government may not have to offer as much debt as it would otherwise since it is now raising more from the american people in taxes and spending less. one thing is certain, though the banks would be the biggest winners if we get higher

interest rates, particularly the shortened, stay low in interest while rates go higher. that would help profits immensely. they take your profit, they invest them. banks have been saddled with terrible and declining net interest margin. if bernanke would have walked away from bond buying, tad become the go-to group for certain. that's huge for stock, the financials argue you could say as much as 20% of the entire market. go ahead, worry, threat. sell off the market. i just think it will matter, it just won't matter nearly as much as you think to the economy. if perspective home buyer rates will go up. that will force them into a decision to buy a house when there are afordable houses left. that would be one more spur to the u.s. economy. i know that this journal article is selling today. i urge you to think about what you are going to sell. is it likely to get hurt by this? are they going to 3.5% because

of the bond change and stock plummeting? general mills plummets until it yeelsd 8%, i wouldn't bet money on i. many already are. the consensus is rarely, if ever, totally right. stay with cramer. . . sity, we're offering $4 million dollars in tech scholarships for qualified new students. learn more at devry.edu.

since aflac is helping with his expenses while he can't work, he can focus on his recovery. he doesn't have to worry so much about his mortgage, groceries, or even gas bills. kick! kick... feel it! feel it! feel it! nice work! ♪ you got it! you got it! yes! aflac's gonna help take care of his expenses. and us...we're gonna get him back in fighting shape. ♪ [ male announcer ] see what's happening behind the scenes at ducktherapy.com.

a talking car. but i'll tell you what impresses me. a talking train. this ge locomotive can tell you exactly where it is, what it's carrying, while using less fuel. delivering whatever the world needs, when it needs it. ♪ after all, what's the point of talking if you don't have something important to say? ♪

i i like to say there is always a bull market somewhere and i promise to find it just for you here on "mad money." i'm jim cramer and i'll see you tomorrow. the boston bruins bill kessel has been the focal point of much media attention much of it negative. he has a chance to silence his critics in a dramatic game seven setting against his former team. seguin has already helped deliver a stanley cup to boston. in six games in this series he hasn't