my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. you want to make friends? i'm trying to save you a little money. my job is not just to entertain. i'm here to teach and coach you. call me. have you noticed that since the supposedly wicked month of september began, we've had one heck of a ride higher?

have you noticed that the rallies seemingly has no end in sight with this week representing the second best performing set of sessions since the beginning of the year? dow gaining 75 points yesterday. nasdaq even 1.7%. i urge you, don't get too complacent. next week we get the real test of the bull of the month, when the fed meets on tuesday and wednesday. spells out what's going to happen with this bond buying program. that seems to be quite ineffectual of late. given that interest rates currently available in the 10-year treasury nearly doubled since the spring. that's where our game plan begins, people. let's stipulate the importance of this spending. remember risk on, risk off? remember that stuff? remember that bit of tomfoolery and garbage you were subjected to constantly. you were supposed to buy or sell whether people were feeling bullish or bearish or risky or something? it was one of the most stupid soundbite of sessions. i'm glad i stomped it out. that's how i feel. i'm getting there at least. about fed tapering. the process which the fed will roll back the program.

you've missed the whole rally we've been waiting for it. and it might not even matter anymore. if the fed was trying to keep rates down to boost housing, that's already happened. that's come and gone. homes have been incredibly affordable the last couple of years, courtesy of how low the interest rates were. and how glutted the supply was. now the supply of homes is diminishing rapidly. interest rates have been going up a great deal. housing market's been knocked for a loop already. so if the federal reserve says it's not going to buy bonds aggressively because the economy's getting stronger, i don't know if it will matter. damage is done. enough already. that's why you need a personal game plan. i think when we hear any tapering will occur, and that will be wednesday, there will be jokers out there who will bail out of stocks. when that happens, listen up. you need to be ready to buy some of the many stocks i've liked on the show. other than the home builders and housing supply companies, i don't think there will be that much earnings per share impact. remember, that's what moves stocks. that's what we should really care about, and that's what we do on "mad money." be ready, keep your powder dry

for 2:30 p.m. that's when i suspect we could be in the nastier part of the sell-off. that might be your chance if you look to buy stocks not levered to housing. maybe the industrials that have more to do with china and europe turning than the fed's been targeting. we've been waiting to see if higher rates have actually hurt the real economy away from housing. we get two numbers on monday to help us find out. empire state fed survey and industrial production. i think they'll be strong. those who have been selling stocks because they believe there's newfound weakness in the economy, i think they'll be proven wrong by this. i've got to tell you something, there's a lot of people think the economy got weaker. as they look at apparel. monday's also the first day for the morgan stanley industrials in auto conference. this might be the last window to learn how the big industrials are doing, because remember, they've got to go quiet. that's right. they've got to go quiet near the end of the quarter. monday we hear from uber cramer fave boeing. yeah. the same boeing everyone else

abandoned except for me when the dreamliner looked like a nightmare liner story. i bet we hear that things have only gotten better of late as europe and china are growing more positive about the prospect. boeing breaking out all-time highs. it is so not done, people. while the morgan stanley industrial conference continues to roll out tuesday and wednesday, we also get the citigroup if they're hanging out, why not a second shin dig? companies are chatter about a turn in china. that is emerson, which has been red-hot. and united technologies, all-time high. wednesday earnings reports could actually have major pin action. the most important we hear from is teflon transport, also known as fedex. i've always loved this confroens call because the company gives you a terrific view of the world. fred smith, the guy that runs it, irrepressible economist. i can't tell you how many times fedex has been negative over the last few years because of that forecast. what's happening to the stock? how about a climb from the low 80s to 107. if fedex lower the boom on the economy and its own numbers, you

have to buy the stock. perhaps with both hands. if we get a real dip after the fed has spoken. this is a beloved company. i don't see any sign it's become scorned in any way. if they see anything positive, i tell you, it is going much higher. 120 next stop. we also hear from oracle wednesday. oracle has me puzzled. constantly, had to be a good quarter in there somewhere. each time it let us down. i finally gave up, took a loss. i don't know why things should be different this time. salesforce.com is eating their lunch. even though sales forces deal with them. oracle always has an excuse for why it's performing poorly. what will be their alibi this time? thursday we get results from two of my favorite turn-around retailers, terrific home goods play, pier one, which has a great housewares story. we've caught a triple in. and rite aid which we've recently warmed up to as a viable play in what had been two horse races between cvs and walgreens.

people said the housing play should be pronounced dead on arrival. i'm not sure of that. look at lowe's corp. pier one has not only gotten their act together, it's fully reinvented its website. i think we like what the company has to say right here before the market opens. it might be a good trade. rite-aid could keep percolating, too. i think it will head to the $5 range from $3.58. remember it was a buck and moribund? thanks for cleaning up the former pig sty of a rite-aid next to the f-train stop. it's finally safe. i don't mind walking there anymore. we've got a blank slate on friday. no news, no meetings and no earnings that matter. frankly, i think by the time we get there, we'll need the rest, as we will fully have digested whatever the fed means by the gobbledygook it releases on wednesday. hopefully this time next week we'll know who the fed chief nomination is. yeah, i think we'll know. and i bet we get that name on friday. it's not going to be -- it may not be spring, it may not be fall, it may not be winter.

so there's the bottom line, it's been a fantastic run so far for a month generally considered the worst of each year. next week we get the first test of the september bulls real metal and after this run it's reasonable to think we could get a sell-off around the time of the fed meeting. like here, okay, actually in the clock it will be here or there. then again, in full candor, i admit i thought we would have had a sell-off already. i can't imagine we could be less complacent now that the fed's magic carpet ride has come to an end. this isn't nearly as important as others do. but we won't know if i'm going to be right until friday. ben in new york. ben! >> caller: hi, jim. thanks again for taking my call. yet again. i have a little problem. i would appreciate your advice on it. i shorted october options for gld, about three weeks ago. when it was at $132. i'm thinking that i closed that position. i went ahead and bought a long position on it, on gdx, not on

gld, for the same october contract. what would you do in my position? >> you have to unwind it. unwind everything. don't fool around. unwind everything and put it back on if you still like it. that's what every trader needs to do. unwind on monday. do not fool around. you have just done the wrong thing. and right it. bill in new york, please, bill? >> caller: hello, jim. great big buffalo and buffalo bills boo-yah to you. >> e.j. manuel and c.j. spiller, boo-yah. a lot of people have that in a fantasy thing. >> caller: i saw them and they're getting hot now. >> okay. >> caller: i have a stock that's hot and i'd like your opinion of it. >> sure. >> caller: a small volume stock called insys therapeutics. insy. up 2.2% since earnings last

month. >> boy, bill, buffalo bill, i've got to tell you, i've got to study this one. i mean, really. i don't know this one at all. and it is red-hot. i've got to do some work. there's been something like 15 biotech companies that have come public that just started. i will get back. i'm going to do a big review of biotech next week. that's it. i can't take it anymore. all right? let's go to tracy in texas. tracy? >> caller: hey, jimmy, i spoke with you before. i want to thank you, thank you, thank you. our obvious authentic observation that you made by commenting on going into the store, i bought it yesterday at $101.77, sold it today for $115.95. the sweet cherry on that is it paid for a ledge degree. my husband and i want to thank you. >> i just happened to go buy it in jersey city. it's packed. sometimes you do that. i like oldman. >> caller: i jumped on it. when i read the transcript it referred to the crm platform. we watched the show.

when you're talking about the clouds. is that crm platform -- >> we don't know. that's a generic thing, customer relations management. benny is protective. mark bennett is the ceo. unless it's on their website, and i didn't see it last time, you don't know whether it's them. i ask them, i west to so-and-so, is that yours? he's too discreet, mark bennett. meanwhile, ulta, my friend herb is a contributor to cnbc, he's saying, jim, don't take the bait. you know what, if this is the bait, consider me hooked. september, what an anomaly of a month. i still can't think of a week to be less complacent. the fed meeting the real test. there's also friday, by the way, mike, mike, mike, hump day could produce the first big sell-off and give us a chance. "mad money" will be right back. coming up, data dynamo? it could be the best stock you've never heard of. after more than doubling this year, can this big data spec

continue to make cash rain down from the clouds? cramer's got the forecast next. and later i-p-oh my. the social superstar of the decade is going public. but twitter isn't the only hot story hitting the street. don't miss cramer's take on the new names you need to have on your radar in "know your ipo." plus, you ask, he answers. >> 1-800-flowers. >> let me do more work on it. >> you send cramer back to the books. now he's got the answers you need. plus, jim responds to your tweets at # madtweets.

when it comes to tech stocks, you can never stop looking for the next big thing. because as soon as a revolutionary new product comes along, it tends to leave the previous generation of tech stocks in the dust. not to mention making boat loads of money for the companies behind the game changer. that tends to be true of any industry. but in tech, these game changers seem to come along a lot more frequently. when i started investing, tech was all about main frames. they were the cutting edge. they got replaced by smaller, cheaper, more powerful machines. mini computers, micro computers. a red hot business in the 1980s was made totally obsolete by its battle with a personal computer. we're in a world of cloud competing and big data. the term for harnessing the vast quantities of information we create every day. tonight, for speculation friday, i want to tell you about a company with a disruptive

technology that's taking the big data universe by storm. i'm talking about splunk. splk for you home gamers. splunk. it was founded in 2003. and just became public about a year and a half ago. to understand the importance of splunk, you need to know the way the company historically managed their data. for ages now, the standard had been what's known as relational data base management systems. that's a $35 billion business dominated by oracle, which reports next week, ibm and sap. for all the chatter about big data in the technology world, the truth is only 10% of the data out there is actually structured in one of these businesses. what about the other 90%? the unstructured data. that's where splunk comes in. much of this unstructured data, this stuff is what's known as machine data, which includes all the data generated by all the systems running in data centers, all the connected devices,

applications, servers, security device, machine to machine remote infrastructure that powers any given enterprise. until splunk came along nobody was really doing much with this machine data. it's a catch-all category. there are literally thousands of distinct machine data formats. that makes aggregation very difficult. but splunk's platform takes the machine data and makes it accessible. and most af all, valuable to its clients. thus the heart of the big data theme you can use this information to diagnose security problems, assess the health of your remote equipment, and demonstrate compliance to your regulators, among so many other great applications. splunk has figured out a way to figure out what's important in this machine data and bring it to the desktop in a format that's easy for users to understand. let me give you an analogy. make this easier to understand. the traditional data base model is like stumbling around in a cave, okay? with a flashlight. i mean, you know you can't see very much. a lot of stuff is in the dark.

with splunk, you get full illumination, meaning you can see what's happening. get value out of vast quantities of data just sitting there untapped. in fact, the founders named the company splunk as a reference to spelunking or spelunking or whatever you want to say when you go through caves. i used to call it spelunking. hey, splunk. here's a telling quote from the director of product management at cramer fave salesforce.com. the fact that we had a data treasure chest was not obvious until splunk came into the picture. guys, is that an endorsement or what? i think it's a very disruptive technology. splunk has become the leader in the unstructured data business. tam for splunk software could be north of $30 billion. the company's already blowing the competition out of the water.

and a lot of major tech companies have already partnered with them, cisco, f-5, big data companies. splunk software can be installed by a single person in a matter of hours. huge stepup that required an entire team of people that took moo -- months or years to deploy. i saw it in action. and a separate platform plunk storm for analyzing data from the cloud. customers in more than 90 different countries. i think this story is in its early days. the company's been increasing they now have 1le 9 sales reps up from is 74 in the fiscal first quarter. only 50% of these reps are fully productive yet. they plan to grow sales by as much as 70% year over year. it should continue beating the estimates from wall street. can you imagine what's restraining you is you don't have enough salespeople? oh, the clients are out there. splunk just reported at the end of august, delivered a smaller than expected earnings loss with high anticipated revenues.

rose 50% year over year. the company also gave upside guidance for the full year. the next day the stock shot up 12.8%. it has not looked back since. this is the yelp of big data. there's just one problem, the stock, like yelp, is very expensive. splunk has already doubled. how much money is being made in this market? we don't talk about it enough. splunk trades at 12 times, not earnings, but sales. little worrisome. the company is not yet profitable. although it should move into the black next year. >> all aboard! >> i don't like to chase and i don't like to pay through the nose for anything. but splunk is growing like crazy. it will grow like crazy for the next three years. it should be able to sustain revenue growth north of 35%. there's only a couple that do that, salesforce.com, 30, 35. companies could make 90% gross market. if splunk is really serving a $30 billion market, maybe

traditional analysis can gain the opportunity here. this might be one of those stocks you need to break free from the four walls of the spread sheet canvas. that said, it's far from cheap. i prefer to wait for the stock to get knocked down, not by itself, obviously, because i think it's doing really well, but by the next marketwide pullback that pulls down everything. do you remember that cyprus used to bring us down. brazil riots, remember those? that will be your best chance unless they do a secondary offering which would be an opportunity, like linkedin. sanchez, did you the see that? told you so. here's the bottom line. i think splunk could be a game changer. i think the stock is worth owning. but for speculation only, please. and i would only buy a tiny bit at these levels. and try to wait for a pullback to buy more. splunk, the best new company you probably never heard of. and the one that i think will roar to the finish line by the end of 2013. after the break, i'll try to make you more money. coming up -- i-p-oh my.

the social superstar of the decade is going public. but twitter isn't the only hot story hitting the street. don't miss cramer's take on the new names you need to have on your radar in know your ipo.

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i've got to tell you, the twitter deal, going to be a circus. everyone will want some. even if it goes out at $20 billion, which comes to 17 times sales. that's the highest valuation i've heard anyone discuss so far. of course, it's me doing the discussing. so that's what i think will happen. all i ask right now on this deal, listen, people, who work at the big firms. all i ask is the book runners, those who control the underwriting, be fair. try not to hurt the regular investor. we all know we want to be in on this deal. it's vital that this ipo not become the son of facebook. even if that means making sure it gets done at the new york stock exchange, for instance, if the nasdaq can't absolutely be sure that another facebook fiasco won't occur. how many people were left in this market because of the nasdaq did? can the people who run twitter and the exchange that's selected and the bankers involve all agree that there should be winners all around? we know that's possible. it's happened before. it can happen again.

those are my first thoughts about the ipo of a company that i@jimkramer admire and use around the clock literally around the clock, giving my insane nonsleeping habits. twitter is the train tracks of the new media. what all the news and ads and social commentary runs on. it's what advertisers want as much as facebook. it says that they want to build a great company and this is just the start. i am shocked that this company wasn't bought. i have to tell you, it's still not too late for apple to do something smart and buy twitter. even if the company's looking to get a sky-high valuation when it becomes public. apple does not have a high ipe because people don't see any growth. twitter's filing under the j-o-b-s, jobs act. we don't know much about the company yet, but we do know this. there's a price for everything. the price for social media has been wrong pretty much every

time in the aftermarket of an ipo. even with the best deals there's been a better price than the opening price on the deal about 90% of the time. in other words, not the price where they price the merchandise, but where it opens. rarely do you get one where the price is below where the deal actually came. but where it opens, that has often been a high water mark. they said we're all guessing what twitter's worth. i agree. i would have pegged it $20 billion. how did i get that? if it were much less than that, i think the company would have already been bought by somebody else. that's a daunting figure, $20 billion. in the annals of things, that's kind of where a lot of people don't want to pay. the price makes sense, the company has one-fifth of the users facebook does. facebook is slightly worth more than $100 million. twitter is growing as fast, if not faster than facebook. that's the only back of the envelope calculation i want to make here. while we're on the subject of ipos, it's worth saying that 2013 looks to be on track as the best year for new offerings since 2007 before the crisis

hit. not only have we had a lot of deals, but they've been performing fabulously. of the 131 stocks that have ipo'd in 2013, on average they've given you a 32.6% gain when they became public. a fifth of this year's ipos are up more than 50%. guys, there's been a lot of good deals. just not the ones are not high profile. the best performing areas? biotech is one of the best areas. biotech, high growth stocks, particularly on the consumer end, those have been the best. so far this year we've had 33 health care deals up an average of 54%. most of them were biotechs. 24 of those were biotechs. we've also had 22 tech deals an average of 42%. within tech, the 15 software ipos have been rallying 56%. finally there have been only nine consumer focused ipos in 2013, but up an average of 53%. guys, they're giving the money away. going forward, not a ton of deals coming. the twitter big ipo announced, but the truth is we really don't know enough yet in part

because of the jobs act back door twitter is using. i wish twitter wouldn't have done this. i liked the intense scrutiny you get from a deal that goes through the s.e.c.'s corporate finance gauntlet. i would rather focus on deals that are near to hand. specifically, two companies coming public next week that fit into the sweet spot that's been working this year. you should get a piece of both of them. first, there's fire eye. a cybersecurity play that plans to list under the symbol feye. fire eye. fire eye provides a virtual machine based security software platform for enterprises and governments that detect next generation malware. short for malicious software which hackers use to break into your system or gather and steal sensitive information. is this segment fabulous? now, fire eye has been on fire. the company sales have doubled and doubled again, year after year for the 12 months ending this past june. they booked $115 million in revenue. they now have 1,001 customers. including a fortune 500. and fire eye has terrific blood lines. the ceo was the old ceo and

president of mcafee before he sold the company to intel for a massive 60% premium. in a deal that closed in the first month of 2011. if we can repeat that performance with fire eye, he will make his shareholders some very happy campers. fire eye plans to sell 14 million shares. at the midpoint that would put the valuation roughly 13 times sales over the last 12 months which is far from cheap. we like it for earnings, not sales. 13 times earnings is good. 13 times sales is rich. as long as it's not north of 16, it will have a nice initial pop. you never buy these hot tech ipos in the aftermarket. if you can't get in on the deal, hey, pass. play bridge. pass. you should try to get a piece of benefit focus. it plans to list under the symbol bnfd. this is in the cloud sweet spot.

an area where we've seen a host of smoking ipos this year. it's in the early stage of the growth. the company has 2% penetration of the large employer market. but everything is being moved into the cloud these days. i think the stock could be a good way to play. the price range for benefit focus is 2150 to 2450. the midpoint of that range, this would be a tiny $629 million company, trading at 6.7 times its sales over the last 12 months. that's not so expensive for a fast growing cloud play, software play. i think this ipo is worth trying to participate in. the first day spike could be stupendous. i wish these deals were trading on earnings, not sales, though. my discipline says be careful. here's the bottom line. let's hope the underwriters manage to make the twitter ipo good for everybody. remember, try to get in on fire eye and benefit focus when they come next week. and as my statistics show for the year, never, ever buy a social media ipo in the aftermarket where it opens, not where it is priced on the deal. you almost always get a better price later on.

susan in california, susan? >> caller: hey, great fan of your show. watch it every day. you've given me fabulous tips. last year i got eog and deo and hung on to starbucks. now i've got gigamon. interesting stock you recommended. i bought it at $27, it's plus $40. i want to see what your view is. >> no, it goes higher. this is networking products. that's exactly what's the sweet spot of this market. we know that from juniper. i think we'll hear from cisco this quarter. i want you to stay long. i know it's like pokemon. it's gigamon. can i go to steve in new york, please? steve? >> caller: hi, jim, thanks for taking my call, to you and your staff. >> my staff's fabulous. make me look good every single day. >> caller: i bought william land homes two months ago and i'm down about 20%. i see it has good resistance at this level near 20. but last month, three analysts started following it and i don't know if now it's hit the deck. i'm wondering if i should hold.

>> yeah, i would hold it. i think we're going to see -- mortgage rates are going to stabilize, i believe. if mortgage rates stabilize, it stock could rally 10 to 15%. then you have to go. the housing business has peaked in this country, courtesy of the interest rate rise that really has decked the mortgage market. how about chris in texas? chris? >> caller: hey, jim. chris, a first-time caller. regular viewer and a newsletter subscri subscriber. want to thank you for your knowledge, hard work and generosity to all the viewers out here. my question is about go go in-flight entertainment ipo'd around 16, dropped to about 10, and on a pretty quick run, up about 25% over the last three, four days. i really wanted to get your thoughts on it. >> chris, first of all, thank you for subscribing. this is one of those where, frankly, i -- as soon as you mentioned it, i thought i'm a subscriber to gogo i don't fly that much. but i saw the stock creep up this week. i don't know the reason why. i'll have to get back. maybe we should do a full bore analysis of gogo for you, and

our other viewers next week. trending now, social media. it's red-hot. the tweet heard round the world told us that i just hope the twitter ipo is fair. all right? please, bankers, brokers, listen to me, make it fair. fire eye and benefit focus look pretty good, too, but we cannot have son of facebook. i cannot bear to see this many more people leave the stock market because of the screw-ups by bankers and exchangers. stay with cramer. still ahead, you ask, he answers. >> 1-800-flowers. >> let me do more work on it. >> you sent cramer back to the books. now he's got the answers you need. jim responds to your tweets at jim cramer #mad tweets just ahead.

somebody likes you. >> i'm thinking of trading my race stock for royals stock. >> august 24th, the rays were percentage points ahead of the red sox. dr. doolittle, his team is acting like it's snake bit ever since. >> what was that? who is he trying to be? no, that is neil everett, the fabulous dealer from espn. he's known as the calm and fabulous voice, smart guy, espn. love that. thanks, neil. love that. now it is time for the "lightning round." and then the lightning round is over. [ buzzer ] then the lightning round is over. are you ready, steve? steve in new york. >> caller: boo-yah jim from new rochelle, new york. >> like it. >> caller: first time caller. looking for starbucks.

>> starbucks, fed meeting by the second half, even if it's higher. i don't care because i like that stock so much. tom in wisconsin. tom? >> caller: hey. jimmy. pembina. >> that's a canadian. i don't recommend the canadians. let's go to ed in california. ed? >> caller: boo-yah from northern california. >> sweet. >> caller: you always tell your viewers to say diversify. the last three years, i've owned these two stocks, symbol hxl and beav. i know these companies, jim, are basically the same type of aerospace business. i'm up about 150% on both. what should i do with them? >> remember, if you have 20% of your portfolio in one sector, i'll bless that. not 25. i think you're fine. those are really both fine companies. you have to have eight other stocks. it's about the number of stocks. maxan in puerto rico.

>> caller: boo-yah, how are you doing? >> i'm good, boo-yah. >> caller: good. i'm just wondering what do you think about lng? >> it was red-hot on the news that dominion got approval. dominion is a competitor. let's go to harish in virginia. >> caller: thank you for taking my call. i need ngi. >> no. no, no. that's next to emg. emg is the one we want to be in. andrew in florida? >> caller: yes. professor cramer, big fyu boo-yah. vlo. >> listen, there are so many oil companies we like. i'll also send you to eog. that, ladies and gentlemen, is the conclusion of the lightning round. >> the "lightning round" is sponsored by td ameritrade.

mr. cramer, i want to thank you for so much help. >> thank you. you're welcome. >> my dad has a question for you. >> sure. little kids love the show. they love the show. what's going on? >> caller: jimbo, boo-yah to you, my friend. >> next time we talk, we'll either by 1-0 or 0-1. what's up? we interrupt this presentation for breaking news on the twitter ipo. >> i'm yelping. the first rule of growth stock investing. underpromise and overdeliver. in short they play u-p-o-d. upod. shut up and love it! upod. spell the letters on a piece of paper. i'm like upod? apple doesn't practice upod. it practices opud.

it's overpromised and underdelivering. when you practice opud, you're in disarray.

before get to tweets, we'll do a little homework catch-up. kevin called about cgen. i needed to dig deeper. come pew gen is a tiny drug and diagnostics business. a sleeper for a decade until five weeks ago when they struck a deal with bayer for antibody based cancer immunotherapy. includes $10 billion up front and can only be worth about $500 million. doesn't this sound good? you're not alone. it's run up from $5 to $9. 68% since the news broke on august 2nd. i said we've got to let this cool off. it's just not my style. wait for perhaps a dip in the stock. you get dips. next up on september 4th, miles in minnesota, wanted to know about 1-800-flowers. flws. as you probably know, the company is a world leader in

floral arrangements and gift baskets. a well run business, clean balance sheet. but i don't see any spark of higher revenue growth. 15.8 times earnings. you know what, up 47% for the year. i don't know. if you had that run, i'd probably take some off the table. same mike in new york asked me to opine on imuno medics. i wanted to take a closer look before i said anything because the company is small and speculative. it's a biotech that specializes in cancer autoimmune diseases like lupus. it has an exciting pipeline. i need to see it cool off some before i can give it my blessing. so many biotechs have doubled. i said the same thing a month ago when the stock was $5. now it's up higher at 20%. i wish i had caught that move but it's simply too risky for me up there. let the pipelines catch up with the lofty valuations. the group is too hot. we know there's going to be a correction.

i don't want to be recommending them when there's a correction. i like the ones that i want. generon, celgene. on wednesday, shay in maryland challenged my stock knowledge, with the symbol gram. it's the largest engineering construction company in peru. expanding new countries, like chile and colombia. it is trading just below the offering price. i view this as a speculative play on peru. given latin america is out of favor courtesy of the rise in interest rates here in the u.s., i'm not surprised they didn't do better. but i think the emerging companies are coming back. but bouncing a little. it's worth considering the pipeline including the fact that the company's growing its backlog by 26% over the last few years. the stock trades at a discount to other construction engineers. i'm giving them my blessing. i want to thank chay for this

terrific emerging market idea. i've always been a fan of che's work, but i think dhaes a different che. he may not have always been a stand-up guy. maybe that's just my old reactionary self in my older age. now your tweets. this one is from@mslobilia. jim, should i move by boeing price target higher now that it's at a new high or trim? the reason i don't use price targets is i find stocks i really like and i don't want to have to say, i'm raising my price target. or that you think i'm not being disciplined. i think boeing is a huge stock, and you own it for multi-year move. i don't say what the price should be. i just say you own it for multiyear move. so if that means raising your price target, yes, indeed. here's one from trisha tnk who says, jim is #buffalo wild wings opening new restaurants in the philippines? do you still like this one? yeah, they are. they're opening them globally. yes, i still like this one. i know people were shorting a stock like mcdonald's rolled out wings. they're not the same. you get the wings, the hot sauce, the beer, big screen tv.

hey, you get the burner. they're different. let's go to a tweet. this one from jay dez. who might be like dez bryant. i don't know. does dez watch? hey, did you see desean jackson's mother retweeted me? @jdes 54. thanks for the great show. underarm our? no. i don't like teva when i lost ton on it. when we didn't understand the truth was the compact zone exception was going, let's say, it had too much competition. i don't like teva. i do like desean jackson's mother at twitter. i'd like to know are you long america? >> we, ford and the united states are competing with the best counties in the world. look at the global competitiveness of american companies by any measure. >> my life story can be your life story. you can start with nothing in america and create the american dream.

this morning on the "squawk on the street," i found myself stymied. david faber and i were were all discussing about what's about to happen in washington. we could be looking at another debt ceiling showdown, as well as possible fear of government shutdown. judging by the current rhetoric, that's precisely what's going to occur. we'll stare down the barrel of

one more federal fiasco fewer than three weeks from now! i then turned to carl and said when that occurs, we are going down. there's no way this stock market can handle that kind of pressure from washington. you know what it's going to be like. we'll hear about social security checks not going out, possible u.s. government debt downgrade. and those will all weigh on the stock market. sell, sell, sell. so he asked me a logical question, do you just sell now? i thought about it for a second and i said, you know, i've actually been advising people to do a little selling. but candidly in this red-hot september, i've been wrong. then david asked me what will i be thinking as we get closer to this political gunfight. i told him here's how it works. i'll say you should be doing some selling right now. i'll say that right into the event, but the market will keep going higher and higher and then i'll break down and say, that's it.

i can't stand it. i can't take it anymore. just go buy something! and that will mark the top. of course, i was being facetious. sure, the market is stronger than expected. but it's also frothier than expected. i don't like froth. take ulta salon that traded up today. i know there were people thought it might miss. a very high flying retailer. this rally 17 points. there are a ton of managers who can't resist owning a retailer that actually had an honest to betsy better than expected quarter. you don't believe me? check out the recent runs in lumber liquidators and tractor supplies. as i always say somewhat kiddingly to my friend david faber, these are the keys to the market. they show you how the portfolio managers are willing to throw money at the market. how much they're willing to pay top dollar for the most prosaic of growth retailers. i don't like this kind of activity. i want stocks to go higher, because the vast majority of you

own stocks. i'm not rooting for stocks to go down. i want you to make money. and most of you aren't short sellers. but i don't like it when they stocks shoot up on better than expected news. we've been having these exaggerated words. up 6%, upgraded by credit suisse. there's hints something bigger going on. but the real truth is, people are just incredibly enthusiastic about the stocks right now. much more than i've seen in, let's say, 14 years. we saw it yesterday, too, when walgreens made a gigantic move. one of the best. what happened? goldman recommended it. now, perhaps the whole coloration of the stock market has changed, maybe it's reverted to the way it was in the '90s and '80s. perhaps my skepticism should be suspended. to me, this is a little too much. still, as i completed the discussion with carl and david this morning, it became clear to me these worries are still articulated today, and could be

made in the last few weeks. and you were left out of 3, 4%. this has left me boxed in, people. my discipline says you can't chase it up here. but the market's mocking discipline now on a full-time basis. here's my conclusion. i can't suddenly embrace froth when i see it. not when the federal government is on the eve of shutting down. the fed reserve beating at the door. all the sell-offs we've had since obama was elected president and the last couple of years of bush. i just have to trim and wait. which is what i'm doing with my charitable trust. i don't play two-faced here. i hope i won't end up screaming, that's it, i can't take it any more. go buy anything you want! but for me, september, which is supposed to be a mighty tough month, has only been tough for those who have been too skeptical. this market is not favoring the disciplined now. i am staying cautious. betting that we'll get a better opportunity to buy the stocks i like so much. but i just can't chase it up here because that's just not my style.

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i'm making a personal appeal to the bankers on twitter. try to let everybody win.

don't make it like facebook. also to the exchange that gets it, please don't make it like facebook. we need winners, not losers. stop making the public look stupid. i'm jim cramer. i will see you monday! "the suze orman show"... a suze alert -- i have changed my advice when it comes to buying a home. also... >> whatever we're doing is not working. i was mad at my husband. >> let's do the math here, caroline. jason, in seven months of work and unemployment... >> i know. >> ...makes twice as much as you. so, can you tell me why you think that's his fault? and you ask me, "can i afford it?" >> i would like to buy an eglu cube -- it's a chicken coop -- for $1,500. >> you want a... [ chickens clucking ] >> [ laughs ] >> are those really -- you have chickens?