>> timeout. >> oh, hi, tim. >> guy, happy birthday. >> thanks, to everybody, thanks, to you guys. you know i love everybody. on this pullback thanks again to everybody. >> happy 50th. "mad money" starts right now. 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, and i promise to help you find it. "mad money" starts now. hey i'm cramer. welcome to "mad money." welcome to camer qaa. other people want to make friends and i'm just trying to make a little mono pep my job is not just to educate you, but entertain you and call me at 800-743-cnbc. let me see, we're supposed to sell stocks like crazy. >> sell, sell, sell, sell! >> when the fed is helpful in keeping interest rates down. we were supposed to be in a panic sell-off mode, right?

the market plummeting instantly and the fed slowed down the bond buying? some of the allegedly intelligent people have been yelling this from the rooftops for years and i've accepted it as conventional wisdom. why did stocks rally beautifully on the news? >> that the fed is starting to cut back on all of that bond buying. the dow soaring, and the nasdaq jumping 1.15%, simple. the fed knew what it was doing. because ben bernanke knows what he's doing. because in this case, the one rare case we are a part of the government than the people who trade stocks and bonds for a living. we might have to endure endless attacks from ben bernanke and the president and the policies that hurt growth. we can digest the endless slagging for creating balloons and the disciplines that so many idea logs, dogmatically think are right. however, in the end, though, and today is the end, the last

meeting of the ben bernanke era, he got it right. it was the critics who got it wrong. with this rally in the face of common sense decision to cut back the economy and we have the reason not to own stocks that one day the fed will begin to slow down as bond buying and it was fabulous, plus the worry is now behind us. we saw a glimpse of the future and they tried to prop up the stock market, and they know the economy is growing enough that the fed doesn't have to keep pumping in steroids and rates are still going to stay low perhaps to 2015 and beyond. bernanke confounded everyone. in true cartoon fashion, bernanke was indeed smarter than the average bear. let's go over -- two bernankes and there was an initial bernanke who was in august 2007 and he had been taking rates higher in lockstep and going in serious overkill and not realizing how it was part of the bond market bubbly and asset

prices were plummeting, that he was wrong in not seeing the serious recession in hand, he switched everything. he admitted it was wrong and went all in with ultra low interest rates and bernanke being allow ultra low rates and the 401(k) to recover. he wanted that, and he knew the low rates could pabl make it possible to get rid of expensive debt. he knew it. he knew low rates would help highly leveraged companies staying a float and the president's dud of a stimulus plan. after he got out of the recession, bernanke recognize heed had to use the ultra low rates to keep him there to make up for the lack of hiring and business expansion caused by washington's inaction. he understood the environment of perpetual crisis created by elected leaders would be on lit what he tried so hard to inspire with super low rates. he persuade d the bank to take

their rates down to ultra low levels and he threw out a financial lifeline when it looked like there was a depression. he's more responsible for the european comeback since general george marshall. what he thought was stupid, rexless and each evel. throughout the period he took the counsel of almost no one. he wasn't going to let 1937 repeat itself here and the central bank got too hawkish. he wasn't going to let the german experience repeat itself either because he knew all too well how that ended. and bernanke always told you exactly what he was going to do. none of the opec nonsense. he did everything he said he would do and 40% of the managers thought he would start the tapering despite being treated with everything he said he would do because he's endlessly misjudged, because he's always on the right thing for the markets and even though people think they will always do the wrongen thing and meaning another rally that could occur

now bthat the big, bad event is behind us. i'm being facetious. it was a good event just like when bernanke takes action. buyers know that there is nothing at least on the calendar left, between now and the 31st that can stop this rally. there is nothing to buy, with underinvestment with the beginning of 2014 and the need to show bullishness by having 100% investments in stocks so the shareholders can see that. rates will stay low longer than people thought would buy more stocks. that's in the mix, too. boy, bernanke's taking away any reason not to own equities. i'm actually surprised he didn't rally more. this great man isn't consider great at all. he's like a hitter who gets booed if he strikes out. even if some of the winners downright sloppy and he's catcalled for the ws. i think the lasting legacy here will be how the heck did people not see how right bernanke was

while he was taking his actions. why didn't people see it contemporaneous contemporaneously. this guy say modern-day van bow. hey, ben, don't touch your ear. what was so hard about recognizing all of the tremendous thing he's done to get the economy done, is it because he's bombastic and spiteful politics? was it that he never took credit for anything because as long as unemployment is right he thought there was nothing to take credit for. the president's only real connection with him was when obama pushed him out the door instead of thanking him for what the president couldn't do? help the economy along? i know when bernanke kept raising rates i went ballistic, but he changed. it's been no fun to champion the guy and i'm acutely conscious of that by backing this man whole heart lead, i find myself being ridiculed at jim cramer on twitter. thank goodness there are only 140 characters to bad-mouth me. here's my bottom line and it's a

short one. ben bernanke, thank you very much for all you've done to help get this great country back on track. tremendous job. we'll take it from here. kurt in connecticut. kurt? >> hey, jim. how are you doing? doing a great job. what do you think of frontier communication with at&t. >> fool me once, fool me twice and three times, enoughal readedy. i do not want you to own the wire line business. ben bernanke, you got it right. thank you! "mad money" will be right back. coming up, best breaks. splitsville isn't easy, but it can spark serious profits and that's why cramer's calling out the names that could be better off alone. don't miss his take on who should separate, and later, stocking stuffers. cramer's getting you ready for the holiday hustle by picking out some of his favorite stock selections for a prosperous new year. tonight is a tech two-shot.

these chipmakers are banking on the mobile movement, but one special gift, they set them apart from the competition. plus, natural progression? a growing portion of the population is embracing organic food and scrolling past the old titans of the grocery aisle. so which brands are cooking with the fresh crowd? all coming up on "mad money." >> don't miss a second of "mad money," follow @jimcramer on twitter. have a question in #madtweets. send him an email at jim cramer @cnbc.com or call him at 74 743-cnbc. or cnbc.com.

♪ all year i've been talking about one of the most reliable ways for companies to crow eight value and it's something that i know so well there's an entire chapter of my new book "get rich carefully" to this concept. i'm talking about companies that break themselves up, and split. split into pieces.

i'll explain why this process works so well because it's bound to happen so well in the new year. first of all, the reason i keep pushing these break-up stories is it's a proven value creation. when you have a conglomerate of sectors in the economy, wall street doesn't know what to do with the stock. we now live in the world where they all specialized in particular sectors which means they don't have the expertise to recommend stocks that are partially in their comfort zone. how being an alcoholic beverage analyst cover their old fortune brands which the company break itself up because it not only had a big liquor business. it also sold office supplies and home furnishings and golf shoes? the analysts couldn't cover the lecher business when it was part of the larger company and after the breakup it was able to gain sponsorship on wall street which could be a very big deal. see, what this and pretty much every market loves, our stocks could be considered pure plays. we may act like money management

games, but the reality is people who run publicly-traded companies need to make things as simple as the mutual funds as possible, and that's where breakups come in. a drug company with the medical device business with the slow-growing pharma business will get ignored in the favor of a purer play. a conglomerate with the international vision will get a valuation more like it's just a slow growth domestic play because it's hard for investors to handle any complexity at all, but break up these companies, okay. separate them into two or three entities and the parts will almost always end up being worth far more than the whole. the fact is when companies break themselves ups, there has always been staggeringly positive over time. the chief executive who splits up his company is the guy who is basically saying, look at me. look at these terrific bite-size companies and don't you want one of these in your portfolio? no matter what's happened in the economy and what the fed's doing or not, these corporate

divorcees can create enormous value and the great thing about break-ups isn't that they just make money. you catch a real break-up story and you have a first full win. the first breakup comes before anyone even knows anything about the break up as the market speculates that one might happen. sending the stock in question higher based on the behind the scenes chatter. and the second move higher occurs with the announcement of the breakup. >> all aboard! >> the third stage of the rally comes as soon as the soon to be split up stock creeps toward the solution and the fourth gains come before they split in different publicly traded stocks and they pick up new support from the analyst community and the sponsorship that i love so much. it will be distracted by running multiple businesses and they said they can be laser focused on one industry. every stage of this metamorphosis could be extremely lucrative, providing you have

the patience to go along the entire ride. we saw this four-stage process split with conoco or enp and phillips 66 for refining and marketing. the big and chronically health care conglomerate, and have you seen that? we saw it when fortune bands split up into fortune brands and home and security for home building supplies. by the way, it's been an a maezing stock. all of these breaksups have priced a fantastic gain. you know what? i still like all of the companies and the most money can be made by getting in on the action before the potential breakup is announced and looking for something that might be because when it's still a glimmer in someone's eyes. you have to identify cat and dog companies that can clearly be worth more -- [ barking entrepreneur [. >> if they broke up into more distink pure plays. you look at the history of it like the old philip morris.

it started way back in 2007 as it gradually broke itself up into a food company, kraft, and a domestic tobacco play, altria and the tobacco play philip morris international. consider how much value this breakup has recruited and you'll understand why this san imperical analysis. when the company got the ball rolling back in 1997 and it was the debt, minus the cash of $175 billion. $175 billion was the whole company. fast forward to today, philip morris alone has the enterprise value of $160 billion. it is worth almost what the entire combined business. kraft broke up again. those two companies have an enterprise value of $115 billion and altria has a price value of $115 billion. all together, you add up the value of philip morris and you will see that the value has more than doubled since it started in

200 in other words, same company, same company, split into pieces doubles. how much about some potential breakups that you can catch down the road? tonight i want to tell you about two of the ten possible break-up story that i recommend in gte get rich carefully." the first is a successful break-up story and that name is -- ♪ a real laggard. merck. these days merck stock has become your classic low-moving big pharma dinosaur -- >> boo! >> the company doesn't get nearly enough credit for its incredibly deep pipeline or the terrific diabetes franchise and the great vaccine business and the anti-psychotic drug that causes much less weight gain than the competition and that's the great reason for people that have to take the drugs that go off because of the weight gain. >> the under the corroded hood of the company as it is now. simple. it needs to fl low the same game

plan when they have cramer fife. merck has been on its own animal health business and it produced a 10% bump at the company's combined enterprise value and it split off the consumer division business and it gets almost no credit because it's in the pharma colossus which is merck. to either boost the dividend and it's got a good one, but how about the better one or increases buyback? altogether, this rally could cause a 20% rally with just the stroke of a pen. that's what would happen tomorrow. applied materials and amat, and the semiconductor equipment and it used to manufacture solar panels in addition to the display segment that was used to liquid crystals and displays and lcds with just being in your recover. i think the best way for applied materials would be to break itself up and splitting up the solar despite businesses as the remaining semiconductor-related

biz was there. when i was writing the book the stock spiked and now that deal seems to be falling apart and something is happening there that we don't know about. the stock had spiked to 19 before going back to the 16s. >> that means amat needs to s.t.a.r.t. splitting the company up, merger or no merger. split off solar, please. here's the bottom line. breaking up is easy to do and it creates enormous value, something we've seen all year and that i devoted an entire chapter in "get rich carefully." if you want to profit from the breakups, before any breakup has been announced and that's why i like merck and applied materials as companies that would make terrific break-up stories if management ever makes that decision. these companies can shrink to grow, an idea dozens of other firms will embrace in the years ahead. after the break i'll troy to make you more money. coming up, stocking stuffers. cramer's getting you ready for the holiday hustle by picking

out some of his stock selects for a prosperous new yore. these bark americas are on a movement and one may set them apart from the competition. ♪ [ male announcer ] if we could see energy...

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♪ if today's action teaches you anything, the lesson should be that you can't get so caught up and fretting about big-picture issues that you totally ignore the need to pick individual stocks. for years, for years, intelligent people would say as soon as the federal reserve withdraws the life system, that is the bond buying program, the averages will get pulvarized and crushed. >> the house of pain! >> the fed announces a gradual taper and what happens? the averages instantly rocket higher in part because the big, bad event is behind us. the fed stayed in character and committed to keeping interest rates low for a long time to come. so let's learn from this moment, please. you would have done better if you had forgotten about the fed entirely and it can thrive over the long term and that's what i'm going do to help. all week i've been giving you the stocking stuffers and my absolutely favorite publicly-traded companies. i love the stocks so much i own

them in my charitable trust. these stocks are the gifts that keep on giving and i think they make fabulous pressents for your children as we head into the pol days because we'll teach them about the joy of making money in the stock market. that's better than call of duty. they're always shooting people will in weird -- whatever. that's why tonight i've got two more stocking stuffers for you and this is sienna and not like the crayon. this is c-i-e-n-a and they have strong secular growth opportunities front of it as companies upgrade their data infrastushth. ciena is the massive buildout of cloud computing infrastructure with the network traffic that requires ever-higher speed kecks that are managed by intelligent software. like video, think about that stuff. people are watching movies -- i had the guy from the movie theater chain today, amc and we were bothec joing that you can

watch more movies on your cell phone. you need ciena to do that. let let me make this simpler, as more people migrate to the cloud, you need more infrastructure buildout to allow companies to connect to the cloud and this is where it comes in. it has a brought broad range of products to support voice, video skw data services. telco companies as well as it sells to cable operators and enterprises and governments. back in 2010 ciena acquired nortel's ethernet business increasing its product offerings and growing its customer base. since 1998 ciena's made 12 acquisitions and they've addressed the key needs of the customers including the telco companies in a cost effective way. the products that accelerate the ability of the telecom service for improved deficiency and fewer blackouts and it has an optical transport portfolio that provides better bandwidth and

data center connectivity, and video transport. productivity after cloud and mobile and social, i think connectivity is next. it's a long haul networking business. transporting data over long distances and they make up the bulk of the revenue, making sienna a major thing out here. cisienn sienna's -- they're in a arms race against each other. meanwhile, the company is running a red-hot equipment cycle. so last thursday, ciena reported and i thought it was pretty solid and people didn't like them. the company had a 2-cent miss off of the 13 cents basis and people were lulled into thinking everything was fine. it is fine, but the stock got pummelled and falling from $9, and ciena has bounced back since

then and it is still trading below 22. you can buy, buy, buy the stock at a discount especially if there's future weakness down a lot. next up, i have another tech stocking stuffer with a terrific long-term story that's trading lower than i think it deserve in part because the company again, posted a not so hot quarter the last time it reported in october. remember, you have to really find stocks that have dents in them right now because boy, everything else is at its high. i'm talking about xilinx, the semiconductor company that makes programmable logic devices or plds. these are chips that can be programmed and customized for each customer as needed and very different from the semiconductor with the functionality is built in and can't be changed. because you can change the programming on a xilinx chip it makes it much cheaper than the competition from traditional semiconductors. hence why these plds are critical for a host of sectors. again, communications, data processing, consumers and auto and you need to be able to see

video on your phone. >> programmable logical device business and i know you don't feel that way, but alterra. and the only thing better than a slap happy duopoly and this is an outright monopoly, the justice department tends to crack down on those. they outsource the actual manufacturing of their chips because that's a low-margin business and they've been tiebl keep its gross margin. >> >> and the 60% level and why the gross margin is 64 and 66%. i like xilinx and the markets. big reason why we own it for the charitable trust, but the stock has been a laggard. it's not up nearly as much as the sox index. that's the semiconductor index and it trades at a discount to the group even though i think this company really deserve to

trade at a premium and it almost always has. some of the that because cisco is one of the ailing customers. when xilinx reported in october, the confidence on the conference call and the stock got pulled and they said they would overdeliver. led by moshe gabriel, he's a frequent guest. he's been showing up at all sort of conferences saying that business remains strong. i think it's contradictory to what he said in the last quarter, i think it's much better. it will renew earnings and revenue targets. if they can make those numbers going forward i think the stock could have a terrific year in 2014. right now the expectations have been lower and ratcheted down and xilinx had a potentially exploded catalyst and it had the infrastructure spending that i was talking about with ciena as the chips are using telco equipment and the company has 70% logic share in the

programmable logic device segment and 4g, and you probably have 4shgsg all over the world. again, xilinx chips are used in the prefektor. the stock wassis inially today, they have a buy back and i'll bet they've been using it every ing issel day. >> even high-quality companies sometimes stumble and that's what happened to xilinx in sienna last week and these are not broken company, people. they were merely broken stocks and i like that. i see them coming back with a vengeance, last year that's why they make ideal stocking stuffers for 2014 as we head into the holidays free now of any of the taper worries and ready to roll! "hallelujah", steve in florida, steve! >> i want to learn about ingram

microand they reinvented themselves, oh, i don't know, five, six times. they have a lot of new management. i just want to know, i know the street's got a positive outlook on them. >> if you like ingram then you have to love@net. i always thought it was a poor second color for adnet and you're right, they have reinvented themselves, but avt is better. i can get raj in new york? >> i big queens, new york booia. >> i'll give you a skillman street boo-yah, all right? >> thanks for taking my call and the investor education you provide. my mom and i have been watching you since you were on kudlow & cramer back in the day. >> thank you. >> i'm seeing more and more use of medical records in outpatient and in-patient settings. >> i like cerner. i have to tell you when athena health reported and they guided down and the stock dropped 15 points and then came back what

that told me is they would report a good number. i think certainier is a good buy. i would stick with it. and athena, i still don't get why it's at 131. still chipping away at the list. stocks that are gifts that i think can go along. this is general electric. johnson controls and they had an analyst meeting and the stock went down. it was a bullish meeting and bank of america and some people are worried down 4% in the last few days 37 google? >> nexted consider, they are both buys. stay with cramer! [ male announcer ] here's a question for you: where does the united states get most of its energy? is it africa? the middle east?

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to appreciate our powerful, easy-to-use platform. no, thank you. we know you're always looking for the best fill price. and walk limit automatically tries to find it for you. just set your start and end price. and let it do its thing. wow, more fan mail. hey ray, my uncle wanted to say thanks for idea hub. o well tell him i said you're welcome. he loves how he can click on it and get specific actionable trade ideas with their probabilities throughout the day. yea, and these ideas are across the board -- bullish, bearish and neutral. i think you need a bigger desk, pal. another one? traders love our trading patterns, now with options patterns. what's not to love? they see what others are trading -- like the day's top 10 options trades by volume --

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happened to kkr? these companies have a lot of hidden assets. i like placer and let's go to -- i have to tell you, this one in particular, i'm glad you recommend it. can i go to colin in texas? colin? >> boo-yah. >> boo-yah. >> the company did say in november that things would get try, and i want you to buy the stock at 150. let's go to jay in new york. >> boo-yah. >> boo-yah. >> opk. >> there's been a real raid in israel. the stock seems to go down real really, really hard and they're piling on and trying to knock the stock down. please, phil, come back to the show. >> eric in new york. eric! >> rpct. >> optp. you know what i'll have to do i don't know rptp enough. i just don't know it well enough. i have to come back. let's go to pam in minnesota. pam? >> i'm calling, i'm a

second-time caller. i'm calling about dva. >> this is the reimbursement for kidney. i think it is in good shape. i know that this is a company that i think is very, very cheap with the 2014 numbers. let's go to harry. >> boo-yah, professor cramer. thank you. >> my stock is cvk. i've made a few bucks on it, and i want to know if you say -- >> it's a woman's retailer. if you made a few bucks in a woman's retailer. let's go to michael in pennsylvania. michael? >> jim, boo-yah from central pennsylvania. >> central pennsylvania is probably split between the steelers and the eagles, and mccoy gets the nod. what's up? >> my question, is, jim, what do you think of qwest diagnostics. the quarter didn't seem that good to me. ink there are better fish to fry in the health care year. let's go to steve in missouri. missouri looks good today. >> jim, a big record high

boo-yah to you. >> i like that. what's going on? >> calling about kmt. >> i kmt was hurt by mark west. these companies have to step back and stop dishing all of that equity. it does have a 6.93% yield and it is rich, but i have to tell you something, we need to see equities stop being issued and i can't be that strong about it given the deluge of stocks. and that, ladies and gentlemen, is the conclusion of the lightning round! the lightning round is sponsored by td ameritrade. coming up, natural progression? a growing portion of the population is embracing organic food, and it's going past the old titans of the grocery aisle. so which brands are really cooking with the fresh crowd? who found a magic seashell. it told him what was happening on the trading floor in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell.

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okay. it was a monster day ♪ hallelujah ♪ >> courtesy of the good old fed. as everyone was celebrating in the session, there are down day, too. you have to remember that. as we know, it's been an epic and arduous journey to the new height, and so we have to remain

focused on longer term themes for the next downturn. for example, you have epic proportions in the food and restaurant industries. if someone is taking the ak laced by surprise, neither saw the revolution coming and they're just now wising up to it and it's coming very difficult for them. i'm talking about the revolution in eating and the wholesale transformation of what we're able to put into our bodies because younger people, the millennials, have figured out the danger of the chain that supports the processed food industry and they're dragging the rest of us their way kicking and screaming as we go. i've been thinking about this incredible change pretty much constantly for some time now. big theme in get rich carefully. i recommend in benefiting from the stocks for the long term and it's the type of secular shift that's sneaking up on the analysts because it's not something they're used to or even comfortable with, but it's happening anyway.

some of this is obvious, in the preparation for sitting down with the company's co ceos on the occasion of the opening of the brooklyn store of the venicelike, kiwanis canal expect and right up front is they're much more savvy about what goes into the toed they eat than they used to be. they figured out the link about whole foods between diet and health and they're not going back to their old ways and it's something that the ceo of costco told us at that harlem store that he's made his terrific chain go all in on, natural and organic and he now recognizes that it's not just a fad. they have a major commitment to natural and organic. i feel fortunate that the execs who are surfing this wave recognize my keen interest in the whole sale shift in eating only what tastes good to eating what's good tasting and more important, good for you, but like many things about investing, i have to tell you something, i just got lucky. i got lucky here, people.

i have kids who showed me the way just like they did when they urged me to buy apple products and way back when the stock was in the $50 and they demanded ipod in different colors because it was the ultimate in access res. i'm not fretting about apple because of the extrapolation from jabil, and its orders were down and i don't know how many orders are really apple's. there are a lot of other customers and i don't know if apple took the business away, and nor am i concerned about china mobile that they don't have to deal with apple as some people were chattering today because i'm confident the previous press reports couldn't be as long as they sound. one of my daughters was a vegan and both this had a revugz to the modern-day chain. they would drive out of their ways for chipotle vegetable burrito which they regard as pure and organic as you can find when they eat out. they used to love the salad at

darden's olive garden. classic, hold the chicken, 417-calorie salad from panera bread. they never drink soda of any kind, diet or regular which they will lecture you about if you flaunt a soda in their direction. they use britta, and unless it's fresh, they prefer tofu to just about any other food except fruits and vegetables. in our house, tofurky is a delicacy and a tofu turkey worked just fine for thanksgiving a couple of years ago. listen to me, it's not my fife, but if you smother everything with enough gravy it's got game. my kids were the reason why i went to whole foods. i did so out of respect for their e tos and their beliefs. whole foods is their housekeeping seal of approval. it must be healthy or they wouldn't carry it. i went to walmart in massachusetts and dha wanted to pick up some rice cakes for a

dorm. they didn't sell it. instead the very nice clerk took us to the aisle where they sold rice crispy treats made by the evil empire of kellogg. they've embraced, the haynes celestial, but i don't know if my daughter will ever shop there for food again except perhaps with a gun to her head. which brings me today's general mills and it had inflation costs and currency fluctuations. >> you never have to worry about that stuff. when i was growing up, general mills was the equivalent of what whole foods is of my kids. and i knew it was good for me and cheerios, lucky charms and trix was the cheap, convenient way for mom mom to serve me breakfast. wheaties were the breakfast of champions and we knew that from the front of the cereal box who clearly liked wheaties or they

wouldn't let that help. was there anything fresher than the green giant vegetables. they don't sell them other than the summer. you can buy them in cancer in the frozen food section for quick serve. general mills a lot us to have foods that were too expensive in the other time and you can buy the stuff even when it was out of season and it was fresh. now think about it. my kids think these cereals are awful. just kennedy and no nutritional value and they regard it as expensive and suspicious precisely because you don't have to throw it away after a certain date and that stuff to make it last, they wonder. surely nothing good for you. those athletic endorsers. buying vegetables under the green giant name means something that was with a nutritional value while canned or frozen and this is their view. they don't like anything from cans because of the preservat e preservatives in it and the nutrition is sucked out of it. frozen means scombad i don't

ge -- and don't get me started on soups. progresso which was the version of soup, just represents another soup that pales in comparison with the fresh soups made at the supermarket. >> general mills allowed us to have good foods chiply. now general mills is bad food expensively and that's why i look at general mills and i say hold it, why the excuses when haynes celeste ral givious double-digit growth? -- because of goldfish, it's why i wonder about conagra and how good the growth can be as the time goes on. same with kraft. i mean, like, dad, what's in velveeta that it never goes bad? clearly, nothing healthy. it's why i fret about how coca-cola can reinvent itself at a time when diet sodas are under attack by governments. and the company, unlike pesco doesn't have much else to fall back on. any one of these big food companies should bite the bullet and buy hein, if only to raise the price to earnings multiple

even if it's a solution to earnings and they don't resonate to the new generation of consumers and the new generation of investors and i don't know how they can change unless they change. i know there are people concerned that there's too much competition, and i think whole foods will pull away and if the demand for products are -- they make you want to have the good stocks because of the dividend yields and that won't protect them in a rising interest rate environment as the fed reduces and tapers. here's the bottom line. i say toss out the old and embrace the new including those that sell them. it's just going to be more and more obvious over time especially as the generation that revered these companies as cheap purveyors of food dies out and the millennials take over the earth. jerry in washington. jerry! >> hey, jimmy. >> yo-yo. >> a seahawk shutout i miss mark haines boo-yah. >> i miss mark haines, too, and

i have to tell you that 12th man will give fits another concussion and that's why he's sitting. that's why he's sitting and bell is in the lineup. go ahead. >> i believe it. the last time i called i criticized your eagles and you hung up on me. >> that was justified. that was justified. you have no right to come into my house and hit me with that. that's all right. i'm a for giving fellow like gandhi. >> i was in hawaii about a year ago and just recently in florida, and i went into a ruby tuesdays in both locations and god, they got a nice salad bar and there are a lot of people in there especially my age or your age, and i thought at $6 and change, i think i've got to buy some. what do you think? >> mick jagger said it right, good-bye, ruby tuesday! i mean, really, i used to love the salad bar at mine, too, and the next thing you know that closed. ruby tuesday is trying to reinvent itself many times and you know what? i think it's out of reinvention.

out with the old, in with the new. the millennials are taking over the pantry and maybe your portfolio. you know what i think you should do? i think you should join them. stay with cramer. it's as simple as this.

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the details of each departure. goldman sachs tried very hard not to lose anyone if it wanted to keep, anyone it felt it was good at, and during the time i did the taling and the divisions ridiculous was perfect on the score. when i was first assigned to this project, i had no idea why it was so important about keeping track about how many left the firm. we were losing people left and right, but once i was in the fold i realized that the close observance of the number had to do with the tremendous cost of training people and the departures of good employees meant a total loss on an important human capital investment. it goldman had a zero turnover because it spent six months teaching associates and they were deadweight losses to the firm. trainees were sunk costs and you couldn't afford to lose the good ones and it could hurt the profit and loss statements. few issues could be more debilitating than profit and loss. teaching people better and offering them more benefits than you could get anywhere else. it worked. the firm was by far the most

lucrative investment house and it still is now, plus it maintains its excellence in training people. john mackey and walter rob, co-ceos of whole foods at the opening of the brooklyn store. they talked about how their turnover was the bane of their existence because it hurt stakeholders and the managers left behind with the customers and shareholders. paying them much more that than the minimum wage and offering them more than the retail world led to a remarkable cost advantage not disadvantage where the goal seems to be to squeeze as much out of workers as possible. there is a big cost to the firm when people leave. i can think of only three other companies that have emphasized to me their desire to pay top dollar for associates while offering the best benefits packages, starbucks, chipotle and costco. training people so costs to the bottom line. all three like to promote from within and chipotle going so far to take the next stem up in a consistent management basis.

costco pays the people the most and the personal underpinnings by the bountiful profitability and the most revered retailer aleve has insisted to me over and over again that costco has become great and there's virtually no turnover and the membership card is the real cost advantage, and 30%, and 40%, and allowing the warehouse club to have the popular prices. at a time when we're beginning to see labor unrest, it's person to point out that the most lucrative players in the business aren't debating how good they can be. they were thinking how much they can incentivize their good employees before losing them. that's a huge sierk ret behind the success of whole foods, starbucks, chipotle and cold front co. i know it means counterintuitive, but they figured out how to have the of the investment cost and the more the companies are to their workers the bigger the bottom line. hey, you can call it capitalism

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eric bart oley was on the run for ten years accused of running a $65 billion scheme and a total scam. don't miss his story on an all-new update on his arrest. congratulations "american greed." call it ben bernanke's good-bye gift to wall street. the fed makes a minuscule cut in the stimulus program, and the dow soars by almost 300 points. so the doves rule. now janet yell len will be taking over. this evening it's official. the senate passes the paul ryan budget deal. now it goes to president obama's desk for his signature. it's a big victory for paul ryan, and he will join me tonight and talk about fixing the most controversial part of the bill, that being cutting some pension benefits for disabled veterans. we're also going to ask