options. >> all right. thanks so much for watching. twitter filing a confidential s-1. goldman sachs. much more fast money. don't go anywhere. mad money starts right now. my mission is simple to make you money. i'm trying to help you find it. ""mad money" starts now. >> welcome to kram eextkrameric. call me. so the streak, the fabled streak it is broken.

they couldn't get their on the 8th falling 3.4%. nor could the dow jones and finish down 26 points and the nasdaq returning to highs since we haven't seen since the fall of 2000 seeing gas today declining 2.4%. they don't tell the full story at all. it comes from the number of new highs. with the 52 week and the all time varieties. with ten% sepercent of the sto 32 traded high. however, i do have to say what is happening here. it is sure unlike any market we have had. that is the last time that i remember the breath of gains. they are trading higher all at once. no doubt about it, of apple, all

right. have they been beating that thing to death? the worst day in five months. if you own men's wear house today i guarantee you won't like the way you feel. it fell $4.69. you are nothing but a down dog if you are a shareholder with lulu lemon. i'm bhoenlown away. here is why. in a descent rally, since this began you would have leaders and losers. there has not been money around to send stocks higher at once. if the staples go up in a session that sends the industrial stocks down.

if the oils go down, they make their numbers get hit and too much money will go towards fuel in your tank. you don't expect to see them flying. the last thing you want to own is a medical cost control stock. they would almost always trade in opposite directions. this is an amazing development people. when the great bull market began or in the 1990s when we took it to the run in the dow jones. a breathtaking performance that made a ton of people real rich especially if you took money off the table before it began. without further or due, let's go to the highs in arrow space and defense. they are supposed to crush the earnings of lockheed martin.

instead these are three of the best performers in the entire market. m ax maggots tried to invest them. remember the honey badger? these stocks are honey badgers. the free world has to rearm to protect itself. the business is strong. you know you can't get your hands on those dream liners for at least five years. remember when jim mcnerney gave us that? it may seem counter intuitive to have the natural resources hitting new highs when plane orders are soaring. they are losing a ton of money when oil is this high. but there is a happy issue here.

the new airplanes burn less fuel. saving the airlines a lot of money if they buy them. they lead to the new drilling techniques. i think these they are the new companies that have harnessed the world of bp. bris ton tol miiers, you wouldn necessarily see stocks like chipotle and gardner health, humana and cigna hitting all time highs. or a $40 piece of fish. you tend not to want to hide in stocks that do well. like the health care cost

contain containers. the containers sore only when the economy is forwarding. when worlds collide it gets better. you have commerce and walgreen's on the record. that can't be happening can it? nobody is buying big truck engines or process control. they believe there is developing weakness in our country. and in fact, the fact that nike and other resorts hit a 52 week high, that means china was driving the truck. how strong is this rally? how about taking one of the worst performing groups since then. i have to get back into my way back machine and find out what that is about. how about ulta salon rallied ten

points after the close or a pretty good sales number. i call them the keys to this market because of the stocks that they are making fun of me about because i like. how about twitter filed for an ipo tonight and the last time we saw a story like twitter come public it was facebook. the market has gotten too hot. markets that try to grow to the sky over a couple of days they get that jack in the bean stalk treatment. the first wall, the bomb market competition. given that verizon is hawking $49 billion worth of bonds, wrong. second we have a wall of worry that we are scaling unless you

think the president obama is going to take reviews from the new york times. where putin gave us a spanking. putin, stick to killing your own people and stop telling us what to do. at 4:05 am israel reported that -- fired rockets. this market didn't seem to notice. here is the bottom line. we are in an extraordinary moment. we are sectors that have been ampithetical. greed is not good and i'm sanging profit taking. still though, call me impressed. even when the tape is going down like today, it acts like a champ. bob in virginia bob?

>> booyah jim, it has been steady in the 60s for the last year. i thought the mobil picture might push them higher. buyback says different meanings. is it now the time to add or move on? >> i have found that it is too difficult to own. it trades in a good quarter, bad quarter. i don't want that. i want smooth. i suggest you play it with stocks in my travel trust, i can't get enough for that charitable trust. the higher the market gets, it does get more expensive. let's not be greedy. >> coming up, model material? >> while some of the biggest names in retail struggle to turn heads. express is flying off the rack.

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the apparel has been more misses than hits. within the space there are company that is have been able to out perform. take express. the accessories change that i think is being in jobs going to shop. over 620 stores in north america and more franchiseees in the middle east.

make no mistake. express is in the express lane. the stock is up 46%. that is staggering. it is still cheaper than most of the other retails that follow. 14.5% growth rate. plus when the company reported at the end of august, it came pretty close to it. terrific 6% increase in same-store sales and more international locations where the company is posting hot options that we have to talk about. this is a good brand with value priced fashion merchandise. let's check in with michael weiss first time on cnbc, welcome. >> you got me all energized about my job. here is what i want to know, i said maybe it is the retailer,

soft goods apparel doesn't. you are putting a lie to that. >> well, it depends on the day these days. on trends, on hot item s whatevr they are hard goods electronics. >> well, we can't say that apparel is not selling. >> tell me why. >> i don't know what we have but i'll tell you how we operate. >> that is fair. >> we believe that there are patterns and turns in what people by and the wi that they by it and that the talent in the industry is to identify those patterns and go with them. >> well, i understand that you have this go-to situation where you actually test. >> we do. >> and that is not what everybody else does right? >> i don't know. i hear that.

>> but you find out what they want and you are able to move that quickly and get it into the stores? >> testing is a look cycle. we test out of season, we test in season. we test in a very, very continuous way and what we test is where the next thought is going to be. our job is to connect the dot. >> does it help that you have work, casual, going out for the 20 to 30 crowd i don't see anybody else that has that. >> there wrrpt. but there is a lot of c competition from foreign lands and it gives a customer options. people that are aggressive pursue the customer harder i think. >> you are pursuing that in a targeted way too. you have 600 plus stores but

there are a couple that you are keying on for mind share and brand identification. people are saying that breaks and mortal stores are finished. i don't see that. i think there are malls that are shopping areas whether it's a mall or unbelievable street. but there are still an experien experiencial aspect to being out there that is important. >> you are saying they like to shop? >> yeah. >> a lot of people are feeling that it has become a drag to go to the mall. >> no, to some malls i agree. it has become a drag that walk into a store and find someone that is not going to take your money. i do believe that when you can go into a store or a place or a mall or a wonderful street and

have a terrific experience and be surrounded that people that look good, the whole thing feels good. have a place to eat a nice meal, lunch it becomes the total experience. >> that is the old way. before amazon we did it. and then people thought it was a barga bargain. but the experience still matters. that is a different experience. it is not a social experience. >> your president david cornberg is quoted ass saying great fashion is at the core of the brand. you can get fashion wrong, it is too dangerous. >> it is not. >> why? >> well, because people want it. you can get it wrong and then it is dapth russ are. >> a year ago you had things

wrong. you say it. >> well, we say it simply because the truth of it is, when things go wrong a bit people might think it is the business that went wrong. it is generally a particular segment of the business which you can right. >> i'm looking at a chart of the last year and a half and you have one of these incredible dips and then a rally in between 2012 and 2013. what happened in this dip that made it so that you came back? >> in that period of time there were 15 quarters since we went public and in everyone of those quarters we went ahead and then we had one bad quarter and we got killed. >> is that fair? >> it is the way it is. fair is not par of it to us. it is the fact of it. you know.

so, i think that when you are a new public company even though you have been a company for 30 years, people look for consistency. and people don't like when you don't deliver what you said you would and i think that is okay. >> one last question. you were part of the original limited mob and made the people all that money. >> yes, i was and it was just great. >> mr. wexner? >> it was memorable and life changing. >> i want to thank you for joining us. opening up a new store. >> tomorrow morning it will open. >> this is a winning stock in the fwrup right now. >> social shock wave. wheels are in motion for one of the most anticipated ipo's since facebook. as twitter announces the idea of going public.

we'll go adedeeper into the new. [ male announcer ] let's say you pay your guy around 2% to manage your money. that's not much, you think. except it's 2% every year. go to e-trade and find out how much our advice and guidance costs. spoiler alert: it's low. it's guidance on your terms, not ours.

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this show has always been about helping you to try to make some money in the stock market. sometimes you want to make trends and look in places like private companies operating in

that place. fw twitter's management is not going to be able to talk about the deal at all. that doesn't mean that we can't talk about it with someone informed about the deal. john is the president and chief operating officer of buzz feed nyc. the wildly popular buzz feed the only company to have mastered social media and journalism. they have figured out how to keep their content free. the company became profitable with 80 million visits in august. they made a chance to go viral. they saved the people from twitter who are no longer able to speak about twitter. let's look at this private company with john. welcome. >> we got lucky tonight. we talk about your company buzz

feed but we had a chance to talk about twitter. give it to me. >> what does it mean? >> it is the first pure social media ipo. this is a company that is pure in stream content advertising out of the gate. we know it is less than $1 billion in revenue. we won't know numbers unless they leak out until three weeks before the road show. but a lot of excitement. >> they are using that exception that congress just gave them. >> secret ipo companies that do less than $1 billion in revenue. they are trying to figure it out it was announce that goldman probably got the underwriting. when i go to buzz feed i see adds. am i looking at adds and not

knowing it as twitter? >> take viddavid ogilby starts . facebook when you see a sponsored story that is the add. when you see the sponsored twitter updates put into your stream. it is not a giant banner in your face and it is a pure play for this. but for investors that want to look at investing in pure content driven advertising, this is the beginning. >> twitter is more organic in some ways. can they reach? do they want to be in twitter as much as they would want to be with your targeted media? >> i think there is a lot out there. twitter is able to target people who express different kinds of interest. i think it is an excellent

product i think the whole banner eco system is going to be eaten by social advertising. fw twitter will get it. no one is going to by banners by a publisher. i suggested apple should buy it. what is this thing going to be work worth? >> 10 to 20. >> why do they want to go public rather than saying take the best bid from facebook or google. >> i don't remember how many billions they had this is at $1 billion. i think they want to be a big independent company. they want to be the newswire for the 21 sst sent tri. >> you are saying they could be the ap and you are the new york

times? >> whether we are via comor time w warner. they are the train tracks. i'm locomotives driving box cars of content. one last question. a lot of times you get off the desk and remember facebook they turned out that they had more and they weren't ready yet? >> it is good but not what it should be. i think it is early days for them. i think a lot of companies want to wait to go so long to go public that a lot of the growth was taken out of it. they talk about what they are doing with facebook but twitter is still tiny. there is a lot more upside here.

all right more ""mad money"" next. >> we are quickly approaching our 2000th show. why do i come in here to fight for you. to remind you that you have a fighting chance celebrate our 2000 show i want to know why you watch. so i asked y 2 k? why is it important tow. >> thank you for all you do for us. >> i love the great advice. >> show me. send me a vine. make a video. use the #mmy2k and we might use it on the air.

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? we're back with more with the president and ceo of buzzfeed. that you figured out why journalism can thrive. >> we started without with the

caps and the means and the web culture. and then we layered on more sco scoops andp basically we have a different kind of leisure content. one that appeals to young people. those young people still want news. >> you believe in having fun. >> that is part of the issue. >> but they believe in fun for old people. and we are creating leisure content to go against the hard content that appeals to a younger group of people. people have to figure out how to read it. >> if i look at the cable entrepreneurs of the 80s. i think that is what we are doing on social train tracks. facebook and twitter. that is the new network. we have mastered a way to create content on social. >> the purists are saying this

aco rupter. when i look at what people read about what you say you are like m madmen. >> all branded content. we go back to the great stuff. we don't do banners. people hate banners. linkedin, google, facebook, banners are not going to cross the chasm. we work with 50 of the top 100 brands right now. we have 80 million users right now. >> our people may not under stand it. i come into see buzz and i come into see buzzfeed and i say listen. none of the adds are reaching the people that i want. >> we talked to them about what they want to achieve. what are the attributs of the

brand and we create content for them. for vir vgin mobile we do rock music we create a pool of content for them and we show what is being shared the most and we feed the winners and starve the losering. every thing on bu sxt sxbuzz fe optimised. our system giving more promotion to things being shared. >> is that why saul was down at the bottom and then people loved it. >> everything moves around on the site. the writerer e get to write and has to be shared. people share things that they want to stand for. it is the same thing with the advertiser content as well. it out performs banners and i charge the same price.

and then we check with nielsen. we have done study after study. the banner is dead. >> programatic was good, but 70 or 80% of goods are purchased in the real world. >> now, does he want to be you? >> i think that he sees the kindle as an amazing distribution platform and i think he wants to put content with it. >> did he try to buy you? >> no, he did not. >> reason for going public huffington. >> we are building a big company and i'm more focused on what we should be acquiring. we have plepty have plenty of c. but right now we want to keep getting bigger. we opened our uk office and

opening offices around the world right now and focused on taking the model and applying it to country after country. we don't know the jokes in those countries. we have to find people there and give them the times. couple years ago. when we started doing branded content. they thumbed our nose at us. quarter after quarter they talk about how they can't direct sell the banners. just as facebook douse and twitter does. how well they will be able to do that and get the mix of art and science. >> twitter, why would i want to buy buzz feed and get just as many eyeballs and why isn't it worth 10 to $15 billion. >> i think it s. >> it is about the reach. the revenue follows the reach.

>> and it is about content. content is going to get rebooted and be a big market. silicon valley has -- >> mason why copy writers. we are talking about groupon. mason created this idea of journalists writing adds which are coupons. you are journalists who are writing articles with real add ver advertisements and could replace a network. >> i have the people, they report to ben smith. the people that do the branded content. we have a firm church and state. >> i should have asked you that first. i've dealt with them and they would say you are the enemy. no, you may be the future. >> thank you. >> that is john steinberg.

i urge you to go to the site and understand this business model. there have been a lot of good articles about it. stay with kramer. follow us on twitter and tweet your questions. 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. [ tires screech ]

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it is time for the lightening round. starting with john in pennsylvania. >> facebook is one of the largest positions and we want to scale it out but we think about 50% of the bids is goi gbusines going to be mobil. >> let's go to ken in new

jersey. >> hope the boardwalk situation gets better and the local firefighters do okay. >> i've been listening to your show over the last year and i get i'm a new comer. i listen and pick up on the stocks for my investing. i have been doing well. i thank you. back in april i purchased nfx and i want to know what i should do with it. >> yesterday it was up. not as good as the others and even at this point sanchez. those are better. >> let's go to sal in new york. >> jimmy. >> yo, yo what's up? what do you got? >> you buy sto because you have a 5% yield. i will bless the stock but it is not like a fast forward like

eog. robert in michigan. >> hello mr. cramer, my dad has a question for you. little kids love the show. my stock is intermural and it is doing well in europe. buy more hold or sell? >> we like the stocks but we recognize that they are hugely speculative. and then i bless it. let's go to stephen in california. stephen. >> booyah, hooyah. >> that is one of those chinese stocks. we want jack in the box. >> alex in new york. >> alex? >> speak to me. >> jim. this is al exfrom new york. >> all right. i want to talk to you about pml.

>> we don't know what they are. we have been right to avoid it and that is the conclusion of the lightening round. >> the lightening round is sponsored by td ameritrade. i love having a free checked bag with my united mileageplus explorer card. i've saved $75 in checked bag fees. [ delavane ] priority boarding is really important to us. you can just get on the plane and relax. [ julian ] having a card that doesn't charge you foreign transaction fees saves me a ton of money. [ delavane ] we can go to any country and spend money the way we would in the u.s.

when i spend money on this card, i can see brazil in my future. [ anthony ] i use the explorer card to earn miles in order to go visit my family, which means a lot to me. ♪ 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? here is something not too many people saw coming. on monday we learned about p a

surpri surprising acquisition. koch industries one of the most privately owned companies announced that it is buying molex. this is a real big take over. there is some terrific terrific pin action from this deal. that i need to talk to you about right now. molex manufactures connecters. they protect the flow of power and data without a huge range of products. they are, any device that completes a circuit you see them every day. the plugs that you use to plug in your smartphone connecters are everywhere and the vast

majority are in pretty much any piece of electronics is connected via the connecter. they become hot. it may seem that the koch brothers paid high. it is a savvy deal. it seems to be moving into a growth mode with europe and china. they seem to be getting better too. economies around the globe come back and start picking up strea. molex is being taken private. the pin action from molex deal though, that tells us the entire space is in the mix.

there are three stocks with 8% market share, aph which has an 8% market share and then there is te connectivity. tel. the largest player in the space that controls 18% of the market. if you believe that the economy is returning to growth mode they are the type of company that you want to own right now. growth is plentiful in getting better. $29.9 billion company with the $52 stock. but i told you, you might recognize td connectivity as the stock formerly known as tyco electronics. six years since the spin off they have become the biggest on the market out there.

we know that they paid a huge premium molex was taken out at 10.4 times the earnings which is the metric that you want to use. but for the deal, molex had been trading at 8 times. tel is a superior company. right now it sells for 9.4 times the earnings. so if we gave it the same multiple that the industry fwaf for molex, given this company ace huge market cap. i don't think it should get the huge company bid. in the case that the real worth of the connectivity could be higher. it is a much stronger company and it caters to end markets and deserves the operation. there are savvy investors with

deep pockets and you know what, i think they are correct. plus, i believe td connectivity is by far the strongest player. the other two outfits, they have major exposure to the market. it is not where you want to be. connecters are things like lcd's that are slowing in sales. you know where it gets the percentage of sales, from the auto industry. molex got 20% of the sales and the other 12%. after that, tel gets most of its sales from industrial networking markets. the networking side thanks to the major telco side. we are hearing that from a bunch of companies. i believe that we are going to hear from jaybill and i think we

would hear it from cisco too. also sports stronger margins from molex and the stock deserves itself at a higher margin, molex says it has to get the markets up at 11.5% thanks to the company's exposure to electronics. it is at a 14% operating margin. that newspapumber has been risi. i like that a third comes from europe. related to the auto industry which is coming back. with your economy turning i think it would be a major source of upside. it is a huge tail wind for tel. it fits the bill perfectly. what about the third guy? it is relatively expensive.

td connectivity has rallied 24% year to date. much cheaper than anthenol and it has more auto industrial business. at the very least i think they deserve to trade in line with anthenol and there you have it. i think we are more likely to see that kind of move now that people haven't cared about. plus 2% yield. better than nothing. they are repurchasing $250 million worth of stock per quarter. so here is the bottom line. td connectivity has been roaring. but in the wake of the molex deal with the economies getting back into the growth mode i think that tel has the potential to grow higher. get connected to tel it is the

right way to play the molex trade. >> grace? >> i used to buy isis for $28 and i held it and then year ago it went down $14 in one day and now it is going back up. is it too high to buy right now? >> it is really expensive. what a rocket ship. >> let's go to bram in new york. >> thank you for taking my call. i don't know what i'm more excited about today chip kelly or the stock market. >> that is easy. chip kelly. the church oach of the philadel eagles. >> they are great. >> i have been reading about the patents of vhc? >> i said play it in calls.

i'm fearful that if they didn't win the patent case that the stock would get hammered. the stock did -- went below the call stock price. i don't like them because i don't feel that the pat ents are going to be worth as much as people think. action that comes from a deal. koch molex means connectist stay with cramer. >> follow at jim cramer on twitter. [ male announcer ] what?! investors could lose

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all right the twitter deal. you heard about it from buzzfeed. this is going to sound interesting. i'm going to try to keep you up as much as i can. i believe in the company and the concept. this happens to be the world

that i think is the future. we will have to pay close attention to them all the time. let's not forget the market has gotten too hot for me. noion is one is going to fight that. i will see you tomorrow. breaking news, twitter report. a government shutdown disaster. they'll negotiate and house speaker john boehner is facing a possible vote for conservatives.