>> soda stream. it's not going to happen tomorrow. but someone's going to pair up with these guys. >> our thanks to bob peck for hanging with us and monitoring the twitter call. i'm melissa lee. thanks for waping. my mission is simple, to make you money. i'm here to level the playing field for all investors, there is always homework in summer and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to the mad money. welcome to cramerica. my job is not just to entertain you but help you make money. call me. 1800-743-cnbc. nobody, nobody knows who or what to trust. that's what is happening right now. we saw it again today during this roller costar session. dow lost five points, s&p dropped 2%. nasdaq fell .5% and this trust

deficit is incredible intimidating to both home gamers and professionals alike. there seems to be two sides to every story. and the vast number of times in this market, the ugly side is taking precedence. even as initially the positive side seems to be winning. these reverses were forward progress, doesn't matter, are shocking people and making so many investors rethink whether it's even possible to make money in the market. at least at this very moment. first, let me just say, for now, the market is dominated by traders, particularly traders that believe the average has to fall, maybe 4 or 5% more before we get on even footing. that over arching view of the s&p 500 in the market where futures and eft trading color everything is setting a tone. one that's got tremendous gravity because we could

potentially get a hideous employment number in two days. let me give you trade and true brutal numbers of what i'm talking about. vicious stories from the front, okay? from the front lines. where the bulls look like they got a beautiful pass only to fumble the ball after a collision with a richer sherman, r. sherman under score 25. first there is buffalo wild wings. we got a surprise as the bar and wings restaurant got a 3% upside. remember, that's what matters. stock flew up 3% after hours and you felt great if you owned it, but then during the conference call later on, the company indicated this current quarter got off to a weaker start and the next thing you know, goldman

sachs is lowering the price part. be clear, my quote, there is limited visibility end quote and the stock and dropping 16 points today. the same thing happened with ralph lauren this morning. you had to love this from get-go with a press release that said ralph lauren better than expected 2014 earnings. not a lot of subtlety there. you absolutely need to wait until the guidance portion of the conference call before you make a judgment, which clearly people didn't do here because the stock was trading up nine points at the open as the crowd thought they had another michael kors on their hand. wrong. turns out deep in the balance was gross margins will be less than expected. holey cow, you know the drill, has to beat the sales and earnings and terrific gross margins. next thing you know ralph lauren

has a 15-point swing. that's a sack behind the line of scrimmage, if not a pick six for the bears. este lauder, i can see it roaring. the rich are spending on expensive water. at least you didn't have to wait for the conference call this time. in the actual release the company said the pace of the increases can't be maintained because of slowing in china, hong kong and the united states. that was the stunner, and the stock has been hammered down 3.5 points but think about how good it looked on paper and then there is wind, just four days ago the company gave us an all systems go out, the hottest mecca for gamblers and january numbers are soft. how can wynn tell us they are expanding and when there is

weakness. i like wynn. i can't back away here. the stock dropped a quick four bucks. how about the drop off in the 3 d printing stocks, what darlings they were. when 3 d systems, the dean of the group announced a short fall, sure, the analysts put a terrific spin like they could cut and run and sales are strong. the company has to spend more. that's all? wait a second, i thought the opportunity was so big that these companies were having trouble answering their incoming calls for machines. not that marketing needs to be stepped up. the ceo pipes in on the release quote, we are willing to tolerate the earnings reduction and even slight gross profit margin compression to substantially accelerate our growth rate and market share end quote but are the momentum oriented shareholders willing to do so? arguably not or the stock wouldn't be down is 11 points, indicates very little pain toleration if you ask me.

then twitter reports tonight, darn thing screams up 10% on terrific earnings. yes, actual earnings, 3 cents better than expected and dynamite sales but the average monthly user is 241 million and some traders hoped for 253 million and as soon as it takes to type in hashtag disappointment, you have a 12-point shellacking. the earnings and sells were supposed to be in the bag. they looked in the bag but anything but. consequencely those bulls were drilled, ran over a chicken rip blazer of outlook that was sdef stating. when you have that solid quarter outlook combination, it calls into question everything else you thought might be good. it makes you like michael kors chapin pal day, google and more. however, it also just turns the whole game on its head and you think how can i do any buying of

anything before i see every bit of the financials and how can i trust things haven't slowed since then with the win and hashing to? the bottom line, all and all the earnings of the last 24 hours are making for tough sledding so despite good bounces that got pancaked, we can't get too excited. we've been beaten up so long in 2014 if we get any good news, labor department or otherwise, we may say hold it, enough with the selling. maybe we should figure out who besides under armor, cores and netflix, could put a good year together. let's stop selling. let's examine the implications of a cvs dropping cigarettes and picking up maybe some walgreens and rite-aid and dollar general that will get the die-hard -- maybe say die sooner but buying traffic. let's give another look at the recession stocks, hersheys,

kelloggs. still, though, nothing aggressive. for that we have to wait until after friday's employment number. you know what i'm going to do? i'm going to go to ron in oregon. ron? >> caller: hi, jim. >> ron, how are you? >> caller: i'm great and i first got to give you credit for the 17% gain i had last year, my first year of trading following all your advice. >> that's terrific and thank u you for that good news. what is happening? >> caller: atk, alliance tech systems, inc. ten opinions, thompson roaders say sale. who do they know that none of the others do? >> nothing. we recommend the stock at 75 and 80. this is the bullet company. it's up to 136. one of the greatest calls. i'm backing away only because unlike others, we liked it so much lower, you got to cut it in half if you bought it during the endless pounding i did of tech

during the government sequester. i need to go to ronado in pennsylvania, ronado. >> caller: jim, boo-ya how are you? >> good, how are you? call on your recommendation, i bought radian on $10 a share. >> that was easy, it was from philadelphia. >> caller: i wanted to find out whether you think i should stay in or time to get out? >> holey cow, the stock is at 15 but report add monster good quarter and up a lot. gem worth and radion were two of my favorites. they doubled and i have to pull back. when you get a double you have to let the rest run. but that quarter saying good things for private mortgage insurance and i'm not giving up on that. can i go to max in california? >> caller: boo-ya, jim, this is max from southern california. >> how are you doing? >> caller: good.

weather is always good here. i have a question about southwest, what to take off the 200 flight cancellations today -- >> well, look, remember we had the epicenter, we had american airlines on recently and doug parker told us that incredibly when they used to lose hundreds of millions of dollars in cancellations, now they do fine. southwest is good. i think american airlines is great. not all is bad, after the close, green mountain coffee didn't like that. i use my kerig every day. nobody knows who or what to trust right now. we can't get too excited going forward because we got the unemployment number friday. can we put the selling on hold? "mad money" will be right back. health concerns took center stage today, as cvs said it will cut tobacco sales out of the doors, as consumers clean up the

lives, can hayne give you a boost or is it a sign of a bigger problem? don't miss cramer's exclusive. it's not samsung or google or even twitter, but they are apple's biggest enemy. what does it mean to the stock? cramer gets to the core of the issue. plus, paying for premium? nobody likes paying at the pump but is your best defense an investment in the gas station? marathon petroleum does more than just fill your tank. if the impact for america's shale revolution benefitting the bottom line? call coming up on "mad money."

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all right. what the heck is happening with the big organic and national food maker?

i'm a huge eater in the healthy eating theme, i think its the wave of the future as more and more young people distrust the food chain. the earth test, garden of eden, greek gods yogurt, the stock got slammed falling $5.55 or 6.1% today. i think a big part of the reason why haynes is down so much, this is a high-quality gross stock that meal expect a lot from. if you don't execute, the stock goes line. the earnings were slightly weaker up 17.5% year over year. the growth decelerated by 700 basis points versus the previous quarter, however, the company gave a robust guidance so i'm not sure how worried we should be. is this a rare chance to buy a high-quality stock at a discount? let's check in with irvin simon

and find out about the quarter. mr. simon, welcome back to "mad money". >> hey, how are you? >> have a seat. i was on a conference call and i feel like i need to play the prosecutor role. i went to law school -- >> no, you're too nice. >> i wasn't dean's list. >> that's someone you want to get rejected from. >> ken goldman, he is saying -- everyone i talked to is seeing a slowdown on the two-year basis on your numbers and says that the category grew far more than you did and that you now have mid to single -- mid to high single digits in the quarter and nine last time and that you have disappointed. >> okay. first of all, number one, hey, this is our 20th anniversary of hayne. i remember when i was reporting $50,000 in sales. you know, we're the largest natural organic food and personal care company in the

world today. making organic gmo free healthier foods and we'll continue to do that. so we're not about a 1/4 quarter company, first of all. >> yourself, there was a 15 -- that $15 million swing that you didn't want. >> so just to come back on the quarter of the u.s., the u.s. growing about 8% organically, okay? there was shift in trade spending. you know, when you're looking at quarterly -- whether walmart, whole foods, it will fall in january, not fall in december. our consumption number and this is the number that, you know, you got to focus on is what goes through the cash register, comes out every four weeks. our consumption is 9.2, even if, jim, our sales slowed and our consumption is 9.2 and our shipments are 7, 8%. we're selling more than shipping, so it's going to catch up. when i come back and say hey, did our sales slow? there is also timing. other thor thing is listen,

because of demand out there and strong demand for nut butters, which you don't have here, they are probably out of stock, earth's best serials, strong demand, we cut about 15, $16 million of sales there, which you don't get back. okay? >> high quality -- >> that is building out the infrastructure to support demand. >> what about the 700 basis points sequential deceleration? >> the deceleration is this here, in the last quarter, in the first quarter, you know, good news is we went into walmart with our ella's baby food and greek gods yogurt and spectrum. there was a pipeline fill. so you over lap that. but it's in the store, but, you know, big thing with hain which i said before, we have operation white space out there, which if you take our top 100 items, and take it from 35 to 50, it's worth $250 million at retail. and you'll get quarters where you're going to have swings and

load 30, 400 storms with baby food and not the next quarter. the quarter will look like it grew faster than the quarter before. as i bill hain out, that's my canada accent. >> right. >> it's not about the quarter. it's about the long-term. last year and you've been talking about hain for a long time. >> right, it's been up 70 points. >> when i sat here last year, we did $1.7 billion in sales, okay? >> right. >> we'll do 2.3, 2.4 billion -- >> someone can say that's because you bought tilda and i mean, that's how you did it. you did it by acquisition, not organic. >> we just bought tilda in january, so there is no sales for tilda in there. when we buy ella's or blueprint or earth's best. that was a 14 million dollar company. it's a 200 million dollar plus company today.

so, you know, maybe they don't want to give me credit for organic growth when i buy a company. i don't buy it to put on the shelf but grow it. >> one note said we'll constantly hit you on organic and miss a bigger picture, which is the long-term secular growth theme of healthy eating, natural organic and the only company identified with other than chipolte. >> whole foods. >> whole foods -- >> just come back for a second, you were there the new store opening in brooklyn. whole foods plans to open and identified it on your show, 1200 stores. >> they accelerated the growth. >> accelerated. that's worth 400, $500 million. i was out visiting sprouts last week. they are the same thing. if you come back and look at eating healthy, it's going to continue in every which way. i recently just met with penera

and there is partnerships we'll do there. i said it, i want to sell food wherever there is a cash register, airports, college campuses, food service. i just came back from the super bowl this weekend. we heard about everybody so-called pigging out for the super bowl this weekend. we had a phenomenal super bowl where we built displays with terra chips, garden of eden. i didn't advertise but we were out there tweeting, social media, sampling, demoing, et cetera and got the lift for it. >> let me tell you why i'm giving you the third degree -- >> the pass. >> no, not the pass. i figure there are a lot of journalists u one in particular who is going to write an article this weekend and i want people to be ready. why? because i think their stock is a buy, not a sale, but i recognize when i see games being played, and i know there are people who say wait a second, almonds went up a great deal in price.

that's going to hurt your gross margins, that you're just buying revenues, you don't have organic growth. i want people to understand you have to think bigger than $15 million. >> and that's what is amazing out there to me is this here. in the quarter, we had ella's and blueprint. you know, blue flint was small, $20 million in acquisition. when we bought ella's it was 70. when you buy them, they are not million dollar acquisitions. it's easy to figure out what's the growth? what's the organic growth in here? >> when walmart wants to be natural organic, are they calling campbells or kellogg? >> when you come back and look what we have, we hear about genetically modified ingre ingredients. >> i know. >> hain is one of the companies that 99% of the products are gmo free. what the consumer wants and i said it on your show,

washington, cam clifornia know y lost in regards to gmo labeling but 49% of the voters voted for. i'll take that. >> right. >> demographic of a consumer to buy the product. i come back and say whole foods grow, sprouts grow, super markets. you heard for the first time we did scanner new types of marketing. that's going after the grocery where you give it off a cash register and entices the consumer to buy and affects top-line sales. it's not just about the quarter. how are we building out the long-term growth of hain. >> i'm with you. read all reports, even the negative analysts actually weren't negative when they wrote up the report. stay with cramer. coming up, apple's biggest enemy is not what you would expect. then, they sold more than 4 million gallons of fuel last year, but can marathon petroleum fill your tank? cramer has the exclusive. friday night, buddy.

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when you shake hands with several hundred people and you're not a politician, you have to ask yourself what do these people want? were the hundreds of people that came to a book signing for "get

rich carefully" at barnes & noble karened abouconcerned abo? did i get grilled about? apple. i stopped counting when 20 people asked if they are safe in apple. is it safe. some bought it lower, some bought it higher. apple is the opposite of scary. it's a slow-growing stock with good ls of cash and products that may or may not move the needle as surely as the new revolutionary, slim, soft, bristoled tooth brush will move, colgate, sorry about that analogy, but apple is like colgate, you know, in it's invasion which is not an insult, more of a fact. i would say half the people in apple are frightened it might go down from here. the other half are wondering what it will fly high again. the sample is predicting the stock is somewhere headed in between. that's right, i don't think

apple is going down much but i don't think it will run away. when i asked people why they owned it, they like the product which is true for the company but not necessarily great for the stock. what makes for a good stock? >> you want to earn a security and many users are about to convert. that's what happened. it's not a positive when people were taking a picture of me with an iphone and whispers how apple has something new in the pipe and there is saturation out there. here is something else i thought was interesting. no one said they own twitter, which got crushed in after hours trading after disappointing guidance in the first quarter. no one owned facebook. no one owned google or how about the all-time high salesforce.com

i talk about. those are stocks i would think would be far more representative of a crowd talking about stocks. don't forget, there are trading sensors that can be connected, maybe they will think about the tech before they read the book. the bottom line is in the end, the worst enemies of apple shareholders are other apple shareholders. you need people who aren't concerned and who aren't looking for reacceleration. you need confident shareholders who like it for what it is, a slower growing tech company, growing a lot less than half the speed of google, one that throws off of a lot of cash, pays a big dividend, fabulous balance sheet and $3 in your pocket coming tomorrow if you own the stock. anything more than that, and i fear apple shareholders will be disappointed. further discouraging, everybody that told me they were worried about holding onto the company. how about colin in texas?

>> caller: boo, boo, boo-ya, jim. >> what is happening? >> caller: my question is about sprint. i have taken a loss in the stock over the past month, and i'm also concerned with the mobile sector. so i was just about to dump the stock, actually, but after this afternoon's news about the company is pretty close to securing financing for purchasing t-mobile, should i remain in the stock for the long term. >> all right. listen to me about sprint. you're buying it for two reasons, it has a big japanese backer to build out the entire network in this country of sprint. that will be good for sprint. the second s they might be able to make a bid for t-mobile. we don't know where the government's head is right now. that's two ways to win. the stock had a big run. if you bought it into my suggestion, take your cash out and take a quarter of it out, but i like sprint. can we have adam in michigan? >> caller: boo-ya jim, how are you? >> fine, how about you?

>> caller: good, here in detroit, wondering when are you coming to detroit so i can get my book autographs? >> i wish i could. i was signing last night and couple more but they got me chained to the desk. can you imagine. forgot my rock ports today, these aren't bad -- go ahead. >> caller: sounds good. i'm calling about rock well animation -- >> that stock has been a star ward. >> caller: it's been awesome. will it go higher? >> it ain't done. it will go higher, that's the company i like. it's an american machinery company that does better than almost anybody else. they are fantastic at what they do. not everybody can be yelp, yelp is screaming in the after hours. do yourself a favor and take apple for what it is. a slower growing tech company and expect anything else, and you could be disappointed. stay with cramer.

it is time, it is time for the lightning round. to the pipe, let it sound and then the lightning round is over. are you ready? time for the lightning round. i'm starting with frank in new york, frank? >> caller: yeah, what's up cramer? cold in the northeast, boo-ya. >> wow, i think that's a cold boo-ya. >> caller: yeah, yeah, yo, i got a question about specifically earnings, i want to know what do

you think about that? >> i like palo alto networks more. if i want security, i want that. i worry about the janice thing. there is a lawsuit with juniper, i'm not as concerned. i like palo alto. nathan in wyoming, nathan? >> caller: how is it going, jim? >> great, how about you -- >> caller: doing great. i don't like the balance sheet. a lot of people want me to take a flower not thank you. i need to go to rob in california, rob? >> caller: boo-ya, jim, how are you doing? >> good, how are you. >> caller: good, good, brett burn energy. >> i've been doing work on oil partnerships and i'll reiterate i want you in line that has gas and oil now that it finished the deal and there was like a short selling attack on it, and always expect the attack to come back

but it's kind of disappeared. can i go to tim in new york, tim? >> caller: hey, jim, boo-ya from new york. >> well, what's going on? >> caller: pretty snowy up here. i want to get your take on navigator holding. >> i think this one is good. i see liquid propane business is strong and i think it will impact them in a positive way. let's go to dave in ohio, dave? >> caller: boo-ya, jim, thank you for you guidance. >> my pleasure. >> caller: andersons -- >> no, no, that's -- really terrific guess, by the way. i love what he said about the government. i want to stay away from the green complex even though it increased late. too dissi, george in pennsylvania, george? >> caller: hi, how have you

been? >> not bad. >> caller: i have a question about aria ticker -- >> this is one that had it's ti time. >> there are so many, got thrown out like a lot of other companies because expectations got too high. take advantage and do some buying. how about kendall in illinois, kendall? >> caller: boo-ya, jim. >> boo-ya, kendall. got a big question for you, sir. i'm interested in invn, i need to know if that's a player or a poser. >> no, no, it's real. this is gaining controllers. i've been working on take two nonstop. when take two went down so much, that's a better opportunity. go over the take two quarter. they have a strike at 19. that stock was over done. like a bear rate. i prefer you to be in that. let's go to mike in connecticut, mike i, did not do the mike, mike, mike joke because nobody likes it, mike. >> caller: boo, boo, boo, boo,

boo-ya. >> all right. >> caller: ayi acuity brand. >> outdoor lighting is going up a great deal. i am a thinker. going up too much. i want to take profit. i'm not gondone. going to justin in ohio, justin? >> caller: jim, bulldog boo-ya to you. >> definite recall call yeah, i was wondering if you can give me perspective on go go. >> it's a long, short battle ground. i think under 20 you should buy it. when it gets to 27, 28 you got to sell it. it's a trading vehicle. can i go to john in florida? john? >> caller: yeah, hi, jim -- >> john from florida. man, first -- many times and long time. what is up? >> caller: yeah, well originally from new york. i'm down here four years, jim. i have a question about mct. >> john, we got to up our quality of the companies.

we do not want molycorp. some great consumer brand companies, we go with them, not down the food chain and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by ameriritrade. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade.

in a troubled moment for the market i think it's wort remembering there are companies out there doing extremely well, and some were lost in the shuffle of last week's sell off. take marathon petroleum, the refinery spun off the old marathon oil three years ago. as an example i use for break ups creating such a huge value. the thing about refining oil is all about the margins. you get where the companies can do well by turning around and selling products priced off the higher crude price. we saw this happen in the midwest starting in late 2012, much of the oil was landlocked and they could buy it cheaply. since then we built pipeline capacity down to the gulf coast and while that narrowed the spread between american west texas crude and the groebl crude

price, it's been good news for the refiners in the gulf coast who can benefit from the domestic oil and gas revolutions in ways they couldn't before. as it happens, marathon petroleum has a ton of capacity in the gulf, too, and big midwestearn business. they earn $2.10 per share. that's a 95 cent beat, the biggest of the year so far of all the companies i follow. up huge from the previous quarter. marathon petroleum jumped from 83 to 87 but the ensuing sell off, brought back to 8 2 and change. don't take it from me, let's talk to gary, the president and ceo of marathon petroleum to learn more. welcome to "mad money" sir. >> thank you. >> thank you for coming on the show. tremendous creators of the value. they have beaten quarters by three cents and five cents.

we're excited about that. how does someone beat the estimates as big as you did? >> as you just said in your remarks, access to krut oil. we have a great mid stream business. we're able to move crude oil around the system. great midwest presence and took advantage of both in the fourth quarter. >> there are not many others that have midwestearn and south so you can switch and do what you need to do to make the most money. >> we're balanced well between the midwest and gulf coast. we have a new reminery, galveston bay refinery. with the garyville plant, we have over a million barrels a day in the gulf coast and 700,000 in the midwest. >> you're able to, just so people understand, you can export gasoline to the highest bidder, that's allowed in the country, but we're not allowed to export crude. >> that's correct. >> is that right? i know you talk about it in your conference call. >> when you look at exporting crude, yes or no, first of all,

we support free markets. that's the right thing to do in a comprehensiveenergy policy. we need to look at the jones act, which moves crude oil and refine products around the u.s. you cannot move from port to port in the u.s. unless you have a u.s. flag vessel and secondly, we need to look at the standard inhibiting the growth in the market and transportation fuels and lastly, and of course, where do we stand with the keystone pipeline? >> that's what i want to know. where are you on keystone? >> we're a supporter. today we're importing still about 7 million barrels a day of crude oil. a good chunk is coming from canada. a great ally being the canadian people in calgary and they are willing to bring this down to the u.s. at fair, you know, domestic prices. so we ought to bring that pipeline -- >> if we don't, venezuela,

russia, libya, saudi arabia, countries that are hostage without this pipeline. >> right. this pipeline, refineries across the gulf coast, most of them are engineered to run this heavy crude oil. some on those you mentioned are not coming to the gulf coast anymore. so this is a great win/win solution for the canadian oil and u.s. refining. >> valero has managed to bring out even more value by spinning off cst, it's a terrific chain of gas stations. you have a huge chain of 1470 convenience stores. might that be worth 2 billion and we should give it to shareholders. >> great, question, jim and that's a paralal to the spin off -- >> you guys are committed to bringing value. >> we're committed with what we do with the transportation business. we have looked at this, ask we will continue to look at it. what -- with our speedway business, what really makes sense to us is the committed

volume. you look at the speedway business and marathon brand that we can drive from our refineries using that transportation system that has tremendous flexibility. it gives us efficiency to move that. >> we like susssusser petroleum. can you do something like that? >> they have taken what's known as the whole sale side. >> yeah. >> right, we have a very big whole sale business as well, however, it's tied to the refining system. we continue to look -- the first step was to take and make our own mlp with the transportation business. we continue to look at these other drivers into the future. >> you own a huge part of the mlp. >> yes. >> and you could monetize that if you like. why not? it's been the best performer in the group. >> we have been monetizing that -- >> slowly. but you still have a big chunk. >> our plan, jim, is we're trying to focus and we will look at and trying to forecast about

a 15 to 20% growth compounded per year. >> right. >> and we hit those targets this last year and we will continue, as i illustrated the analysts today in early december. we have approximately $800 million of new projects, the sand piper and sacks that can bring that balk and crude. around a billion dollars set back that's eligible. so we will continue to monitor. >> last question, you're a work in progress. >> yes, sir, in fact, we had 129% return, since we celebrated the company at shareholder value. we returned $4.2 billion in shareholder purchases this year. 110% increase in the dividend. we'll continue on that path. >> you're ideal for what we are looking for for at people at home. >> thank you.

the president and ceo of marathon petroleum. these guys are committed to you if you own the shares. stay with cramer. ♪ ♪ so you can get out of your element. so you can explore a new frontier and a different discipline. get two times the points on travel and dining at restaurants from chase sapphire preferred. so you can be inspired by great food once again. chase sapphire preferred. so you can.

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all right. we still have some red again today. the only red i want to see is the red, white, and blue on the uniforms of the u.s. olympians. the kind of market warrants you to do homework and try to stay protected. the best way to do that is keep your portfolio diversified and

not keep all your eggs in one basket. we play my favorite game, am i diversified. call me or tweet me at jim cramer or message me at facebook and i tell you if your portfolio is diverse enough or mix it up. let's start with a facebook message who says love the show, thanks for everything, am i diversified? bank of america, okay, swift energy, amazon, j and j and magic software. holey -- magic software? i haven't looked at magic software in ages. all right. let's see. okay. amazon and magic, no. i'm guarding both of those aztec. what we're going to do is sell out the magic and put in a diversified company, united technologies which is down a great deal and shouldn't be. bank of america, my charitable trust and same as johnson & johnson. swift engineer he is okay.

i would prefer marathon, frankly. amazon, tech, energy, drug, we put united tech, that's industrial and bank and that will work melinda. make that change. let's go -- it's wednesday, mike, mike, mike in georgia. mike? >> caller: what's up, jim? hey, you need to go -- get over here to the masters in april and do a live show from the masters, how about talking them into doing that? >> it's only channel so i'm not familiar with it. >> caller: [ laughter ] . okay. i just wanted to throw that out there. but i got mine here for you. >> okay. >> caller: google, amazon, facebook, janice, jns, and kim -- >> all right. most definitively, not, unfortunately although i like the masters suggestion. i don't know why i don't get a

green jacket and go down there. google is a tech company, amazon is a tech company. we'll keep google, throw away amazon, facebook. why? because facebook had a good run google is cheap and add bristol myers and go back to united technologies because that's my industrial of choice being brought down by boeing every day. kim co-, they think will be hurt by mall traffic and a decline in shoppers and janus is okay. i would prefer bank of america. because i think janus isn't that great of company and that's how we'll play it. let's go to robert in illinois, please, robert? >> caller: hey, is this jim cramer, the mad money man? >> yes, is this robert from illinois? >> caller: yes. hey, jim, i would like to thank you for everything you do for us home gamers and turning us into better investors. your show is awesome.

>> thank you. >> caller: and your books are great, man. and i would like to find out if i'm diversified. >> okay. >> caller: i have an l, book shire b, natural resources, union pacific railroad and i recently bought some mastercard. >> i like that. aj -- way over punish that mastercard. i think because a lot of it was the 10 for 1 split. mastercard is fine. that is a payments processing company. union pacific, the charitable trust hit that. sold it way too low, railroad, we'll call it a diversified industrial because it is run by warren buffet. eog excellent oil and gas and a nice higher yielding technology company. tech, finance, rail, industrial,

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but when we start worrying about tomorrow, we miss out on what matters today. ♪ at axa, we offer advice and help you break down your retirement goals into small, manageable steps. because when you plan for tomorrow, it helps you live for today. can we help you take a small step? for advice, retirement, and life insurance, connect with axa. for advice, retirement, and life insurance, a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. would you trust me as your financial advisor? i would. i would indeed. well, let's be clear here. i'm actually a dj. [ dance music plays ] [laughs] no way! i have no financial experience at all. that really is you? if they're not a cfp pro, you just don't know. find a certified financial planner professional who's thoroughly vetted at letsmakeaplan.org. cfp -- work with the highest standa

congratulations of all those who weathered the storm mountai. i'm jim cramer! see you tomorrow! everywhere you look, people are planning the winter weather for slowing the economy down. but isn't this like any other winter or are there some other things that play? bundle up, folks, because we're going to get to the bottom of this whole story. and speaking of the cold, more and more americans with obamacare health plans are getting the cold when they show up to the doctor offices or hospitals. that's because doctors are not taking obamacare. so who does? what is being called the phantom networks. and the sochi security just got tougher. a special advisory