>> i'm melissa lee. thanks so much for watching. we'll see you back tomorrow at 5:00 for more "fast." don't go anywhere. "mad money" with jim cramer, 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 try to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to make you money. my job is not just to entertain you but educate and teach you. call me at 1-800-743-cnbc. it is all happening right now in realtime. it's happening unfolding at the speed of light! yeah. that's how this year feels so far. and it is shocking people. catching many of them unaware. including today.

nasdaq .41%. just think of these amazing arcs we're having. arcs that are all unfolding as the news comes out. many of them at cross-currents with what was the conventional wisdom a few weeks, days, or hours or maybe today minutes before. case in point, apple. we've had analyst after analyst judge this company based on the unknowable. how is china doing? is it good? is it bad? is it ligked or hated? where she stops, nobody knows. got to the point where how apple the company is really doing as a business meant nothing. versus the number of people in line at some chinese phone store. then suddenly, we get a lightning bolt tweet from old-time activist carl icahn. a huge apple shareholder about how he is fed up with the

company! >> sell, sell, sell -- sell, sell, sell. >> but he's not really selling. look at this. we feel apple board is doing great disservice to shareholders by not having markedly increased its buy back. of course, not this symbol, but that's okay. that's okay. when you buy $3 billion, you don't have to get it right. he says he's bought more stock the $500 million over the last two weeks bringing his grand total on apple to almost $3 billion. immediately, it's the tweet that's shaking the moorings of the world's largest. and the whole china debate means nothing. it's now all about icahn. then he goes on scott wapner's "halftime report" in one of the most memorable television appearances since the interview with bill ackman. he says that apple's disgraceful. disgraceful, his word, for not buying more stock given the share's incredibly cheaper and

it's governing poorly. icahn charges that apple's an imperial board of directors and wants that to change. icahn's also going to send a letter, throwing down the gauntlet about a company he says is a no-brainer to buy. in a one-two punch, a tweet and tv appearance, we're reminded that apple's a cheap stock and about to experience serious agitation in unlocking value. so much for the idea that apple revolves around some china phone line. how about ebay? stock many felt was becoming a risk-free short. sure enough, delivered an inline number and miserable guidance and i was ready to see it hammered once again. >> sell, sell, sell -- >> the house of pain. >> nope. here comes icahn again. this time with a proposal to join the board and split the company into the fast-growing paypal and the just okay marketplace businesses. instead of plummeting as i believe it would have on these

earnings and the terrible guidance, the stock soared. a disappointing forecast -- >> boo! >> -- turns into sunny weather, no thanks to ebay, but thanks to the lightning strike of a lion who isn't anything but winter. or take netflix, this heavily shorted beast monster put up huge numbers after the close tonight. something you didn't expect by the miserable action of the stock. turns out the stock was wrong. and how fabulous would it have been if apple only took a tiny bit of the cash hoard and bought the company. that's what i want, growth, not more buybacks. or take ibm. oh, take ibm, here's a company that has warren buffett as the largest shareholder, lofty goals that the oracle of omaha believes in. he's liked it because it's cheap and massive buyback. buffett's an icon, ibm's an

icon. last night we learned ibm's faltering and faltering badly. putting up earnings and sales numbers that i say were extremely disappointing. sure, the company might hit the long-term earnings per share targets, but it's getting there with buybacks and lower tax rates, gimmickry but not revenues or cash flows. to me ibm has become the absolute opposite of what buffett normally likes. a company outmoded by better mouse traps. i looked at a 1998 interview that buffett did with bill gates of all people. and in it, buffett said i look for businesses in which i can predict they're going to look like in 10 or 15 or 20 years. that means businesses that will look more or less so as they do today, except they'll be larger and doing more business internationally, end quote. with that in mind, buffett says he likes to focus on an absence o change, end quote.

that meant considering the internet and trying to figure out how an industry or company can be hurt or be changed by it. and then i avoid it. he went on to say why he likes wrigley's and coke. here we are six years later, buffett owns 6% of ibm, the churning of disruptive technologies i write about in "get rich carefulry" which ibm seems helpless to combat. five-year plan of earnings growth. now according to the skeptical conference call, it seems they'll find it difficult to meet those goals. you have to ask, what the heck is buffett doing in this stock in the first place? especially as ibm's revenues and cash flow, the ultimate mother's milk of earnings diminish before our very eyes. i question whether still great brand value in the ibm name, especially when it all seems to be done with low tax rates and the only unequivocal positive i heard in the conference call,

good pension investing. how about oil? another area where the market has turned on a dime. convention had it that our oil was landlocked. have been market darlings for most of last year. our oil companies getting a price per barrel that have been at times $30 below the world price of brent. that's the brent index which all oil is configured off of. that's been a terrific boon to the refiners able to take our cheap oil, refine it and sell in a price in sync with the brent crude. instantly all the stocks that have been hammered, every one of the oils, continental resources, eogs, burst higher while the refiners had been so red hot. go ice cold, realtime, just like that. and that might be nearly the beginning of this move. then there's natural gas. yeah, we know there's a huge

glut of natural gas, longer term in the country, short-term, it's cold. and stocks have languished of late because they're sitting on mounds and mounds of natural gas. linn energy, suddenly take off like rabbits chased by dogs chased at the track. natural gas shot up so much that utilities are thinking of switching to coal to save money. that means norfolk southern, the railroad and the heavy coal-based business get an extra spur from the already good quarter and rally that $4.23 today alone, a railroad. or consider the telco, juniper, cy ciena, juniper has an activist barking at it, ciena is brimming with orders, f-5 is now fabulous and xilinx gave tepid guidance, quoted down 5%. next thing you know, as people realize they're spending like

mad on equipment, xilinx goes from a dog to a darling -- >> house of pleasure. >> -- in less than 24 hours. and i don't think it's done going higher. how about dow chemical. "squawk box" had ceo on from davos. and i was listening to how he was doing. and frankly, it's falling on deaf ears because dow is behind ppg and dupont in accentuating the parts of the business while eliminating the negative commodities. mr. in between. next thing i know, we're hearing in realtime about my partner david faber next to me, that dan loeb has taken a stake in dow. a dead dow sprin life as if by magic. last week, we were supposed to throw away our bonds because interest rates presumed higher. we've seen the interest rate sensitive stocks, the real estate investment trusts spring back to life as they haven't in months. here's the bottom line, not

virtually overnight but actually overnight. not in slow motion, but in as it happens, not time lapse, the instant. that's the market since the new year began. and judging by the cross-currents, you've got to be able to surf the rip tide. >> caller: boo-yah, jim cramer. >> not bad, partner, how about you? >> caller: i'm hanging in there. my question is on cliff natural resources. recently cliff dug below the 200-day moving average, but having problem making deliveries due to heavy rains in brazil. is now a good time to get my feet back into cliff. >> it's been a virtual house of pain for my charitable trust. i don't want you anywhere near that group right now. it's possible china comes back and we'll look back and say why didn't we buy cliffs, why didn't we buy vale? i don't want you there. can i go to jay in virginia, please? >> caller: hey, jim, boo-yah. >> yo. >> caller: i bought some stock

last week and wanted to know, should i hold it or wait? >> that is, my friend, define as a trade. you're on the other side of my friend buddy pal herb greenberg. i do not want to be in nu skin, when i see that decline based on what happens in china, it reminds me of avon, which never came back. "mad money" will be right back. coming up -- no strings attached? from communication to transportation, chip maker xilinx is found inside devices big and small. weak revenues weren't enough to hold the stock down after a report today. so what got the street excited? don't miss cramer's exclusive. and later -- bottoms up? a privately held beverage giant just acquired the company behind jim beam and makers mark for a hefty premium. where should you return for the next round? cramer's serving up the best wall street spirits all coming up on "mad money."

>> don't miss a second of "mad money," follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. for the new mattress models

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♪ your ticket to a better night's sleep ♪ what's my one rule for earnings season? you never ever, ever trade off the headlines. you wait until you've listened to the conference call and heard the full story because if you jump the gun, i guarantee you, you'll be sorry. case in point, xilinx. the semiconductor company that makes special chips known as programmable logical devices that can be customized by the users as need. and the stock i have for my charitable trust. reported a 1-cent earnings beat off a 53-cent basis along with weaker than expected revenues. and the stock initially got slammed. fell from $47 and change to $45 in after hours trading. the headline numbers are rarely what matters most, especially in tech, and the quick draw mcgraws

got their heads handed to them when they posted terrific results when it comes to the key metrics we care about. for xilinx, smaller 28 nanometer chips. they were up an astounding 79% year-over-year. that's huge. now, the program of the market that xilinx plays has always been a duopoly. beyond the strength, xilinx sold better than expected sales related to china's next generation 4g lte wireless build-up. it's no wonder xilinx soared back up to $48.62, up a buck from earnings yesterday. giving you a quick 9% gain from a month ago as a stocking stuffer going into the holiday season. let's check with the president and ceo of xilinx to hear more about the quarter and where his company's headed. welcome back to "mad money." >> it's great to be back. thank you, jim.

>> all right. i'm looking at piper jaffray, they say disappoints. jpmorgan, mixed results. deutsche bank, choppiness persists. morgan stanley missed. if it was so mixed, why did the stock have the biggest moves today? >> well, clear all of the numbers were really good and projections going forward were 2% to 6% growth we're seeing a cycle in the early innings of the rollout our market share has been growing rapidly. it will continue over 70% in the foreseeable future. and that is the growth driver. this gets compounded by the market demands of 4g, in particular now the rollout starting in china in earnest.

it's going to come in cycles might be a little lumpy. nonetheless in the product offering and the market demand, we think there's going to be potentially good news coming for us and projected up based on that. >> after the bell tonight, netflix reported an amazing number that was impossible even just a few years ago. i think when you talk about this 28 nanometer tech shift. >> what you can do is broadly transmit video over cell phones. this is the infrastructure to put in place to enable you to do that. as there's more and more cell phones out there, to be used more and more broadly to transmit video, you need these sorts of devices 28 nanometer in order to, which form the backbone of the internet and

wireless communication in order to transfer all of the information. you have drop calls, poor quality and dissatisfied customers who paid a lot for the cell phone. the more cell phones you sell, the more you need the infrastructure. and our devices are what defined and designed exactly to meet those requirements. >> that's why china needs that. you're forecasted to fall from 68% to 69%. i was surprised given the fact you're taking it -- why you can't raise your gross margins and not forecast a lower one. >> our gross margins have grown over the past six years from the low 60s to high 60s. whenever we have huge growth in wireless tends to be a little

lower on average compared to our corporate element. over the next few quarters, we expect wire communications to start catching up and those tend to have high margins. this is a temporary blip we don't think that any time soon it's going to go down in any significant way. 69 is outstanding, 68 is very good, and that's sort of the range we're in. >> one last thing, i've been watching the duopoly for many years. what makes you so confident, i'm sure you'll be confident again in your february analyst meeting that you're going to be able to maintain that share? >> they're a great company and we're very focused on execution and the proof is in the numbers. there was a lot of hand waving, who has greater market share, now the revenue is coming out and we hit 70% and we've been there for several quarters now.

i'm delighted with our results. we're resolute on continuing those good numbers. >> i can't wait for your february analyst meeting. thank you so much to the president and ceo of xilinx. good to see you, sir. >> thank you. >> xilinx, what can i say? it's going higher. stay with cramer. >> coming up -- take a shot? the bull market in booze has been giving investors a boost. need some liquid courage? don't move, cramer's pouring on the phase that could take the edge off. i'm beth...

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it is the story of where every great idea begins. and of those who believed they had the power to do more. dell is honored to be part of some of the world's great stories. that began much the same way ours did. in a little dorm room -- 2713. ♪ this magic moment ♪ oh, hey, last week i told you all about how jim beam is being bought by the big privately held liquor, for $16 billion. the stock was trading before the bid. i explained the beam deal is a textbook example of how companies can create value by breaking themselves up. a little more than two years ago, the old fortune brand spun off the home furnishing business to change the name to beam to focus on alcohol. it's a very happy ending for

shareholders. one reason why i devoted a whole chapter to profiting from breakups in "get rich carefully." many others are starting to move here. there's another take away, a more straightforward take away. to put it bluntly, the alcohol business is on fire. witness bud buying back a brewery for more than what they originally sold it for in 2009. the best place to be is the global spirits company! yes, that's where you want to be. global spirits! you see while some beer companies are doing well within the fast-growing emerging market companies, beer is growing about even with those economies. but premium spirits, fancy hard liquor with strong brand recognition, those are viewed as an aspirational product in emerging markets. and these drinks are going at a much faster pace than beer. more like 15%. meanwhile, here in the united states, wine and liquor continue to steadily take market share from beer.

let me put it another way. willing to pay a 25% premium for beam, jim beam as well as makers mark, salza, a tequila brand and many other brands. this is the largest deal in the history of the spirits business. and more important, it's being done at a high price as santore's paying 20 times earnings to buy beam. that means they must see real value in this spirits business. so if the global liquor business is red hot, how do we play it? other than getting drunk as a skunk on my dirty linoleum floor -- or at my soon to be open mexican restaurant in brooklyn, which, of course, goes without saying. with beam out of the picture because it's done, okay. that leaves three major players, diageo, brown-forman, and

constellation brands. as a condition of approving the anheuser-busch deal. now we're down to these two, the diag and brown-forman who many of you know as jack. all right. yesterday, remi contro reported disappointing results. caused by the fact that china is clamping down on extravagant consumption, including no more alcohol at events hosted by government officials or army officers. this was bad news for remi, but brown-forman barely does business in china and gets 3% from people's republic. china may be a negative for diageo. a lot of people expected more growth and future from china, but really only a small one. probably does get mentioned in the conference call. the truth is, i like both companies here. which stock is a better buy since i do like both? is it diageo as you might know

as my friend johnny walker, j & b, captain of my team, captain morgan and a beer business that includes guinness where i have a pouring degree from when i visit dublin. and corbel champagne among others. right here i think brown-forman is the superior stock. don't get me wrong, diageo has a fabulous long-term track record. but they have a problem. this company's become the king of the liquor industry in emerging markets. so good at one time, accounts for 42% of the company's sales last year, longer term vital to the growth story, but as for the near term, the emerging market economies have been spotty of late. niger nigeria, brazil, and this makes some of the recent acquisitions i think poorly timed. supports a 3% yield. stock trades at 19 times this year's earnings estimates. that's pretty expensive.

at the moment, it's flirting with new highs. i like it a lot but the company reports next week and this stock almost always seems to go down on the announcement of the quarter. if we get a decent-sized pullback, i think it'll be a compelling buy. but for now, i'm going to stick with brown-forman. see brown-forman is the smaller play, gets roughly half of the sales from brands and could be buyable on any pullback. and i'm tempted to tell you pull the trigger right here. i don't like to buy on top of a speculative move this stock made because traders can be taken out. brown-forman is most like beam, in fact, with beam being bought by a foreign company, brown-forman is the large american whiskey business still standing. the thing about brown-forman is jack daniels is accounting for half of the business, this company's all about bhwhiskey a outperforming spirits in general. whiskey is in the early innings

of a brand new liquor cycle. and these can last for years. first, you get premiumization. that's a proliferation of high-end brands. then you move into the next stage, flavorization, we've seen this play out with vodka. but only recently entered the flavor stage. i want you to think about jack daniels honey, which i thought was a woman drink, but i saw a lot of guys drinking it this weekend. brown-forman is the only way to play this raging bull market in whiskey. more focused on developed markets than diageo. as well as a 1% share internationally, i think those numbers are rising. brown-forman gets 45% of the sales for united states, 55% from overseas. australia, uk, mexico, and japan. a lot of upside in poland and russia where the preferred drink is still vodka. but whiskey's taking share and growing rapidly. for example, in 2000, whiskey made up .6% of the polish

spirits market. brown-forman going international, but it's there already. it's better to go with the company with the best growth ahead rather than the already grown incumbent. howev however, the stock is not cheap. has a faster growth rate growing off a smaller base, which means could have a substantially larger runway to expand. the beam deal shines the light on the raging bull market in liquor. you've got two ways to play this, diageo, which my buddy, pal, friend johnny walker, often confused with paint thinner, and brown-forman. longer term, i like them both. but right now, i'd prefer jack -- not that i want to brush my teeth with it. because it has more exposure to the turbo charged whiskey business and less to the emerging markets. in both cases, better off waiting for a fallback. i just don't know if you're ever going to get one. can we go to john in

pennsylvania, please, john? >> caller: boo-yah, mr. cramer. >> boo-yah, john. how are you? >> caller: i'm great. how are you? >> you know, got a good job. you know -- doing okay. >> caller: only got an inch of snow out here. i'm from pennsylvania. i have a question, i've been buying red robin on the pullback they've been having. it got down below 68, i got nervous. the last two days it's been coming up a little bit. but i love red robin, they've got the bottomless river floats going on. >> i could not believe they put up numbers to surprise me. this red robin may have come down enough that i agree with you. i was talking to my friend, buddy pal stephanie link today, cnbc, and we both felt maybe these restaurants are overdone to the downside. i'm going with you, john, in pennsylvania. can we go to jeff in texas, please? >> hey, jim, how are you? thank you so much for taking my call. and this weekend, i just got --

just got "getting rich carefully" and looking forward to that. >> thank you. >> caller: mr. jim, i bought white wave before you had the president on there. and i think i had a nice three h three-run homer when they took on earthbound. >> right. that was a good one for us. >> caller: and i know you're honest, you like diversification. but now what about stkl, sun up inc. because they have the organic snacks. >> i'm liking it. you read get rich carefully, you know that one of my themes is this healthy, long-lived eating. people feel like they eat the foods like white wave or your sunopta, they're going to live longer. thatst a theme that's still in the infancy. i think you've got horse sense! which, of course, is my highest compliment. let's go -- set them up, joe, over here. blame it on the alcohol. yes, sir, there's a bull market in booze.

diageo and brown-forman are the ways to play it. i say jack up with brown-forman, but please wait for a pullback before you take a swig. stay with cramer.

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with our base auto policy. and if you switch, you could save up to $423. liberty mutual insurance. responsibility. what's your policy? it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, i tell you whether to buy or sell. play until this sound and the "lightning round" is over. are you ready skedaddy. i want to start with tim in california. tim? >> caller: hey, cramer, let's follow up on bpfh, chart looks good to me. >> well, you know, that is the kind of bank i really do like here, and i've got to tell you, i think that kind of bank is the kind that can go higher. >> buy, buy, buy!

>> patrick in wisconsin. patrick? >> caller: boo-yah, jim, from wisconsin. i'm calling about a small oil drilling company who owns land in eastern texas. it's crk com stock resources. >> well, you know, i think those independents -- the big ones have come down so much whether it be pioneer or eog or continental. let's go to tomeko in nevada. >> caller: hello, jim, how are ya? >> i'm fine, how are you? >> caller: i'm fine. and i'm in omaha, nebraska. >> well, we've got the oracle of omaha. >> caller: i want to find out what you think about c.a.t. caterpillar. >> yeah, my charitable trust sold it because we were concerned that we feel that we had too much china, has a lot of china exposure. so we've cut that back. i'm looking to buy the stock lower. let's go to jim in california. jim?

>> caller: jim from laguna hills, california. with the airlines making so much money, they're buying new airplanes hand over fist, what do you think about the premier wi-fi provider gogo? >> i've got to be in full disclosure, gogo was on the previous show. so i have to go study what he said before i give an appropriate answer. can we go to chris in virginia? please, chris? >> caller: hey, jim, i want to know what you think about rgen. no longer receiving payments from bristol-myers. >> oh, man. you know, i've got -- holy cow, replegen, i've not looked at it in several years. another homework one i've got to put myself to. let's go to alan in california. alan? >> caller: boo-yah, jim, how are you? >> i'm real good, alan, how about you? >> caller: wonderful. first of all, i love your book,

25 years of experience helping us out. thanks so much. >> my pleasure. took two years to write this one. what's up? >> caller: what do we do now? >> in which one? >> caller: tesla? >> tesla's a cold stock, solar city, tesla, amazon, they all work but they are cold stocks. let's go to sunny in arizona. >> caller: boo-yah from the city of 77 degrees! i've got slrn now up about 250%. tomorrow, they are coming out with a second offering of 2 million shares with 28 million outstanding. are those shares enough to really deflate the stock? >> sometimes i know something. i know that you know more about it than i do. and i cannot therefore opine on it. because i don't know whether the stock can handle that level of supply. i do know that i like the business they're in, but i've got, again, better to own the fact i didn't know about the secondary. i just haven't been following it. let's go to ray in florida.

ray? >> caller: god bless you, jim. >> thank you. >> caller: i'd like to know about linkedin. >> i think linkedin had a quarter that people didn't like that i was comfortable with because i like the subscription model, the advertising model. i am not deserting linkedin, i think it's a buy, not a sell. can i go to john in alabama? john? >> caller: boo-yah to ya, jim. >> thank you. >> caller: i'm calling regarding apollo group, apol. >> well. >> caller: the stock has gapped up twice since october's $18 price. the company has cut costs and restructured. i understand you don't fight the take and price follows volume. what is your -- >> you know what, i mean -- like auburn, it's a winner. i don't like the others. i'm surprised this one does as well as it does. it's gotten all the money in that area. all the money's going toward that one. i'm not going against the money. and that, ladies and gentlemen, is the conclusion of the "lightning round."

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expectations.

i'm always talking about expectations because the expectations meeting them, beating them, failing to reach them. determine the direction and outcome of stock prices during the earnings season as i explain at the opening of "get rich carefully," it's often more important than knowing what the company's actually up to if you're going to try to predict if a stock will go up or down on the earnings not to mention the magnitude of the move. consider the curious case of coach. we knew the company was floundering, but someone forgot to tell the stock because it was well off the lows. so in the handbag retailer reported the quarter, the stock was crushed. >> the house of pain. >> the expectations were set low but not low enough so coach got hammered. then there's norfolk southern, a railroad synonymous with coal. so when rival csx, a big coal railroad reported numbers last week and disappointed because of

coal, norfolk southern got crushed right along with the rail come padre. when norfolk southern reported this morning, the business away from coal was so strong and it wasn't so weak that the stock blasted higher taking out its high from before when csx reported and then some. that's because the faltering csx set the expectation level so low that norfolk had no problem beating the newly diminished forecasts. intel, on the other hand, is still smarting, not from a disappointing quarter but multiple upgrades that set the bar ridiculously high. there was no way it could meet the expectations, it's been on a one-way trip down ever since, even though my charitable trust is trying to build a big position in the company in shares. gamestop, their earnings report didn't meet the high standards set by multiple upgrades in the quarter. then there's united technologies. a little more than a month ago, did what i call a soft preannouncement, a shaving down of expectations because the federal government's cutbacks in military spending. the negativity was met with a

torrent of downgrades. fast forward to this morning, though, when we saw the earnings and orders and united technologies, they crushed it. reporting sharply better than expected numbers. >> buy, buy, buy! >> the stock took off like a rocket and it's got much further to run. took boeing, one of my favorite companies up huge. now the question has become is the $2.70 run in boeing too huge? does the stock now reflect unrealistic expectations? we'll find out in a week's time, but i sure wish it were up less going into the quarter. i have total faith in jim mcnere. and i'll be talking about on "power lunch" all the rest of the week. finally, there's the banks, literally all the banks. we came into the year with the prevailing wisdom that banks couldn't make that much more money off their burgeoning deposits than they did last year, and they would all be hurt by terrible mortgage numbers thanks to the spike in interest rates for last summer. the naysayers couldn't have been more wrong. the amount the banks make off your deposits and that's been controlling not the tepid mortgage markets, hence why the

stocks are so strong. if the stock has fallen hard, harder than the business and the company does slightly better than expected, you're going to get very big gains. but if the stock surged ahead of the quarter, things better be perfect or the gains evaporate in a heartbeat. stay with cramer. >> i'm jim cramer, and welcome to my world. >> one man, one mission -- >> i just want to make you money. >> eight years. >> you need to get in the game. >> tens of thousands of miles traveled. >> this new black gold rush is just getting started. it's the sound of american industry roaring back to life. >> hundreds of ceos. >> my life story can be your life story. >> thousands of callers. >> boo-yah, jimbo! >> millions of your e-mails and tweets. "mad money" thanks cramerica for being with us for over 2,000 episodes. friday night, buddy.

you are gonna need a wingman. and with my cash back, you are money. forget him. my airline miles will take your game worldwide. what i'm really looking for is -- i got two words for you -- re-wards. ♪ there's got to be better cards than this. [ male announcer ] there's a better way with creditcards.com. compare hundreds of cards from all the major banks to find the one that's right for you. it's simple. search, compare, and apply at creditcards.com. first round's on me. over the pizza place on chestnut street

the modest first floor bedroom in tallinn, estonia and the southbound bus barreling down i-95. ♪ this magic moment it is the story of where every great idea begins. and of those who believed they had the power to do more. dell is honored to be part of some of the world's great stories. that began much the same way ours did. in a little dorm room -- 2713. ♪ this magic moment

listen, guys. i know the snowstorm hit a lot of people pretty hard yesterday and these freezing temps aren't going anywhere. it's times like these you want to curl up and binge watch "orange is the new black." no, i'm challenging you to do something slightly more productive on your snow day like taking charge of your financial future. so tweet me @jimcramer

me @jimcramer, #getaplan with your most pressing 401(k) questions and be sure to tune in tomorrow to catch cramer's playbook. now, let's get to this week's installment of "am i diversified." you tell me your top five holdings and ill tell you whether it's diversified enough. let's start with a tweet. who tweets, jim, love your show. royal bank of canada, mcdonalds, mcd, am i diversified? all right. we got an energy company, we've got canadian, canadian bank, we've got a soda company, we have a tobacco company and we have a food company, restaurant company. no. that's too concentrated. i am going to rip out coca-cola and put in bristol-myers. get a little diversity. let's go nate in ohio. nate? >> caller: b-b-big boo-yah, mr.

cramer. calling from ohio. >> all right. rub it in, what's up? >> caller: i've got five stocks for you. hoping you can tell me if i'm diversified. international game technology, igt. wisdom tree, wetf, usocology, pcp and estee lauder, e.l. >> wow, what an interesting and, indeed, eclectic combination of u.s. ecology, which is a waste disposal company and estee lauder. we know the fragrance company, i like that business, igt, that's gaming, position cast parts, wow, look at u techs, boeing, waste, perfume, etf, airplane, gaming, bingo! all right, let's go to albert who is in florida. albert? >> hey, jim, old friend, thank you. i just want to thank you for all

you've done for me. >> thank you. >> caller: you've really helped me a lot over the years. just reading your books and -- um, my daughters just became members of your actionsalertplus.com. i've got them competing with me on earnings here. i'm a cancer fighter. >> okay. and i wish you best of luck. >> caller: i want them to take over this because i don't want to turn it over to a broker. >> i hear you. >> caller: we're doing too good. the first two stocks i'm playing with the house's money. that's google and gilead. my other ones are jpmorgan, honeywell and disney. >> all right. first, i want you to win that fight against cancer. i want you to win. all right. let's go. gilead, one of my four horsemen. that stock, since i wrote about it in the book, it's done pretty

incredible. david kote. google, large position in my charitable trust and disney, bob iger, one of my bankable 21, bank, diversified industrial and biotech, bingo. by the way, gilead, i don't think i've ever seen anything like that stock. that's just levitating. let's go to jason in massachusetts. jason? >> caller: hey, jim, i have nxp semiconductors. >> oh, okay. >> caller: biomarin. american rail cars and international game technology. >> wow. these are very thoughtful portfolios. extremely thoughtful portfolios today and definitely diversified. okay. here we go. we've got american rail car along with trinity that's been on fire, why? because we know there's not a lot of rail accidents and you

may have to have all new container trains. igt, the gaming company. biomarin, one of my favorite biotechs. seadrill, oil service and nxp is a very good little semiconductor company. we have a semi company and i like those right now. rail car gaming, drug and oil. i don't know, that seems pretty darn good to me. stay with cramer. >> when money talks, it comes to cramer first. >> why are you so bullish on our country? >> we see the huge potential in the united states. >> we are control in our destiny in this country and i think we need to get after it. >> in our industry, you're either righting that curve or you're not. >> my message is, don't bet against us, we're going to be the winner in this industry. >> watch "mad money" and be the first to know.

a lot of people have been saying maybe personal computers are bottoming. sure enough, it's so hard in this market. i talked about a rip tide. after the close western digital, a chief hard drive company comes out and surprises everybody with some downbeat numbers. so tomorrow is a new day, unless

you're short netflix, and then, frankly, there's no tomorrow because that stock is up so huge. and i keep telling you, the market cap doesn't represent the opportunity. it's bigger. i'd like to say there's always a bull market try to promise to find it for you. i will see you tomorrow. \s. we see only 11% of the population is actually people firmly uninsured now insured, so we didn't really eat into the uninsured population. so is the program working? we saw people very adept at walking. economics always works. if i can find a cheaper policy versus the one i have, i'll go buy that. all right. that's the ceo of health insurance giant aetna, explaining a major failing if obamacare. next we'll show you why he says his company may have to pull out of the exchanges. is president obama already a lame duck? with the state of the union next we