look, i'm surprised it traded as poorly. i thought the quarter was fine. i think facebook trades high. >> i'm melissa lee, thanks for helping cnbc getting to 25 years. see you back here tomorrow on "fast" at 5:00. "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 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 trying to make you a little money. my job is not just to entertain and teach and coach, but i'm trying to get you to understand why we hit all-time highs today. call me at 1-800-743-cnbc or tweet me @jimcramer. happy birthday, cnbc!

♪ hallelujah and congratulations to all the top 25 icons and, yes, winners that we've anointed. you deserve all the accolades. hold it, though. in the end, this is "mad money," not mad awards. so on a day when the dow hit an all-time high, thank you. closing up 45 points, s&p climbed .3%. you know what, i think it's only right to use this moment to tell you which of these gentlemen and ladies i think can make you the most money with their company stocks while at the same time putting it all in context with the market that hit a record dow jones high. that's why i've decided to isolate five companies. remember, i believe you can't just bet on the horse, you have to bet on the jockey. and there are plenty of jockeys on this list and we've got to talk about them from that perspective. it's okay. we're iconic in our own right.

first, number 14 on the list, howard schultz of starbucks. here's a company that just reported a smashing quarter with same-store sales better than just about any retailer i follow. lots of people think this stock is tapped out higher coffee prices, saturation. whatever. hence why it's been stalled at $70 lately. i look at that as an opportunity to get into one of the highest-quality growth companies ever, these are four reasons why. first is, think about this. technology. not that long ago, howard stepped away from the minute-to-minute running of starbucks to spend more time emphasizing mobile initiatives putting them ahead of the competition. not just in retail, but technology. that technology business could be worth -- i'm not kidding, tens of billions of dollars because how much better it is than everybody else. second is disrupting. when we were in seattle march 19th, howard announced oprah chi.

i think it's going to do with tea what it did with coffee. it's been underutilized. drive throughs now, lunch initiatives. and get this, even beer and wine rolling out in 1,000 stores. i think that should drive much higher revenue per store. finally, coffee itself, 12,000 stores, typically, that's not enough. i think the company could actually -- are you sitting down, ske-daddy? triple in size. $70, all right, sells at 20 six times earnings, a little too pricey. but i think sometimes you've got to pay up for high-quality growth and best of breed. second, we have facebook. actually went up today. facebook was number eight on the list, mark zuckerberg. contrast twitter with the lackluster quarter last night versus the stellar earnings -- not monthly average users, but earnings per share that facebook recently delivered. the former, twitter's talking about metrics that don't matter.

like time lines divided by monthly ad tweets per event. hey, no more olympics, that's going to hurt them. come on. zuckerberg is talking about earnings per share! oodles of earnings per share! this should be his middle name. pen to paper, you'd know that 2016 earnings estimates, facebook sells at only a slight premium of the s&p 500. that's absurd! it's extraordinary, unchallenged. facebook is you and it owns you along with 1.2 billion others like you. facebook has tmonopoly on yourself and you like it. i find it ironic that facebook like twitter fell flat because the company didn't have a mobile strategy when the whole world was going mobile. hey, guys, what's the deal? however, zuckerberg did something amazing that sums up who he is and why he's bankable. he said he blew it. some ceo actually say he blew

it? he recognized the company needed the best mobile strategy in the world, including unobtrusive ads and promised that's exactly what he delivered that and incredible when you think about it. but he totally delivered ahead of schedule with a product that's now the envy of the industry. this stock trades, it doesn't care about earnings, it doesn't care about spending to generate revenues. they feel it trades like a drunken sailor, like amazon. while it is true i think they spent too much money on whatsapp, that's what facebook might have to do to stay dominant. who am i to criticize zuckerberg? i held what's up against them. at $59 and change down here, no, it's a buy. now, we don't hear too much about the next guy lately unless it's in the sports pages, but i think number ten larry ellison remains the face and vision of oracle. and this company after real turmoil that turned me off is, indeed, back on track. apparently i didn't see the turn around coming until the company

decided to wake up and embrace the cloud in a big way. and as much as i think oracle's not moving fast enough it's 14 times earnings, it's worth buying. right now, a lot of people believe ellison is buying the clippers and think that could hurt oracle because it either lessens his attention and costs money. this guy makes a ton of money and any time it goes higher, he pockets a big dividend. i think he could write a check straight out with the bank account to pay for the team. as far as taking his eye off the ball, judging by his sailing acumen, he must have three eyes. if he buys the clippers, i'm calling four eyes. in the world that's revolting against high-multiple stocks, oracle has joined the list of solid companies that the big portfolio managers are gravitating toward. a lot of cash, pays decent dividends, retires a lot of shares. i just don't know if the stock will ever come in to where i can pound the table. maybe i don't have to. maybe it doesn't have to come down. fourth bankable company, google, which is number four.

cnbc recognizes eric schmidt. look, anyway, google's kind of sticky here. a quarter while wildly profitable didn't deliver. you know what i mean, i didn't like that nest acquisition. remember when dave cote joking. i think they invest in too many extraneous things. the stock needs to come down and take flaws into account. that said, if you backed out of the cash, google sells at a price to earnings multiple that equals the s&p 500. that's no too shabby. long-term, the company could own the world, at least the part that facebook doesn't own. perhaps i'm fretting the details too can closely. you can't be too careful. finally, berkshire hathaway, whenever you start reading negative articles about number six on the list, warren buffett and his stock picking, that's when you've got to go all-in buffett. and makes sense ahead of the omaha shindig at a time people want value. his portfolio is chocked full of

it. i think there might be a reasonable shot of this guy ringing the bell on cnbc's 50th anniversary. do you mind if i throw in someone who doesn't run a company while i'm at it? when you hear carl icahn likes a company, i think you probably want to like it, too. whether it be apple or herbalife. he's been the man with the midus touch. those who came in after he made noise in ebay are feeling the bruises today. they didn't jump on the bandwagon when he did. but to pass up a tag along with icahn especially given his work in apple, foolish. again, i've seen all the icahns and titans on the top 25 list. but here's my bankable version of the list. i want starbucks and facebook right here, take in some berkshire hathaway for a

keepsake and tag along with carl icahn on his next big buy. robert in texas, robert? >> caller: boo-yah, jim! >> oh, what's going on? >> caller: -- texas. wanted your opinion on my baby boomer stock. seems primed and ready to roll in the summer season. winnebago wgo. >> all right. you know what i'm going to agree with you. i'm going to say it already did kind of run. it's pulled back dramatically, it's doing fine. but, i mean, it has been crushed here. and i think that you have to understand that this is a stock that trades off the quarterly, the next quarterly report. i'm okay on it, you sound all in, i'm not going to pound the table. can i go to suzanne in florida, please, suzanne? >> boo-yah, jim. >> what's up, suzanne? >> caller: last january, on your recommendation, i bought haines celestial. recently i saw they acquired a brand company. will this help? the stock is down around $84. should i sell it or hold it? >> yeah, they bought rudy's

organic. this is a tough market because that's regarded as an expensive stock and we know walmart's going into this business maybe on a private label basis. i like hain for a powerful, long-term reason because i believe that the desire to look and eat better is a long-term one. i do prefer white wave more. the cnbc first 25 list is powerful. and a great reference. my way to play it, what does the list look like through the "mad money" lens? looks like this, buy starbucks, facebook, take in some berkshire and tag along with carl icahn. coming up tonight, i'm taking a look at a promising cloud play that's, of course, caught in the cross-hairs in the suddenly momentum hating market. i'm talking to the ceo, we'll find out, then it's been a rough buy for quicksilver this year. but summer's coming. could its stock be ready to make waves? hang ten with "mad money." we'll be back after this.

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i've said it before, i'm going to say it and keep saying it again until the cows come home. this market has no mercy for even the best momentum stocks. especially the cloud-based software and service plays, everything from fresh-faced ipos that really to me are kind of challenged to the more established and legitimate profitable names. cnqr, one of the largest plays. three months ago, this stock was beloved. everybody adored the fact it had a $12 billion total adjustable market and the revenues were growing like a weed. fast forward to today, concur trading, down 47 or 37% from its

highs two months ago. company just reported a solid quarter last night. once that earnings beat off the 9 cent basis, higher than expected revenues, concur reiterating the same full-year guidance it gave last quarter when the stock exploded higher. this time the cloud-based stocks have fallen out of favor and concur dropped 3% and the session was down much more at one point. you've got to understand, this momentum selloff is not about the companies themselves. it's about a group of stocks that have gone from being beloved by the market to being hated. even after these declines, concur trades at 79 times next year's earnings estimates. but eventually it'll run its course and some of the cloud stocks will be worth circling back to. i think concur could ultimately be one of them. we're not there yet perhaps. the stock trading at 6.5 times divided by sales which is pretty cheap. so let's check in with the chairman and ceo of concur technologies and find out more about the quarter and the company's process. welcome back to "mad money." >> hi, jim, thanks for having us back. >> steve, i'm going to say

something, you don't have to opine on it or do. but i'm going to tell you if this quarter, the exact quarter you reported last night were reported five months ago, your stock would have been up 10% today. is that something you even can ponder? >> you know, jim, obviously i -- i certainly feel pain when my long-term shareholders are seeing declines in their values. but, you know, look, folks like myself, my management team, what we do, we build businesses over a long period of time. think about this, concur 11 years ago was worth $8 million. in total value. today, we're worth many billions of dollars. but that's all driven by the fact we're delivering great value to customers and those customers are buying our services. in fact, in the december quarter, we added 1,000 new customers, in the march quarter, the one we just reported, 1,500 new customers. our opportunity is, let's keep building the business, keep driving from 22,000 customers we have today, let's get it to

100,000, 200,000, 300,000. and that revenue base that you build with that and the operating margin that falls out from building a business of that scale, that's what drives long-term value. and that's what we're focused on. >> a lot of companies coming into the various cloud spaces that no one has challenged! there isn't a single one that does what you do. is that not untrue that you're the only one left that no one is actually shooting against? and ibm is not going after you, oracle's not going after you, s.a.p., they're not challenging you. >> well, you're obviously incredibly enlightened in the space. so, look, we have competition, but here's the thing, reality is the market's coalescing around concur. we're becoming ubiquitous. we have 25 million plus years of our product, becoming the default of the solution. not a lot of competition, but there is competition. and we're driven by, how do you drag incredible value for the business traveler?

and the reality is both the customers and suppliers and even the competition starts to coalesce around you. and by the way, you should listen in at our user conference next week for the conference. you're going to see -- in new orleans -- you're going to see announcements around how the market's actually coalescing around us. not just the supplier side but also on the competitive side. >> all right. i want to hear that. i know it's fusion next week, that's going to cause the stock to bounce, but we don't know. i was trying to figure out, how do i tell the concur story? sure enough, i read the conference call, you've got the yankees. they can choose anybody. what do you do for the yankees? >> well, what we do for the yankees, what we do for the mets, for every single customer that we have, which is we drive down operating costs. help them control their total spend, and that's why they buy us. i'll tell you this, at the very beginning of this, right? so if you think about small and medium-sized businesses like the yankees relative to the size of business and brand perspective. but the reality is, there's

literally hundreds of thousands of companies just like them we want to serve. i tell you what, if we can corner the bed and breakfast market in new jersey, that'll be a nice second step on that. >> okay. well, let me go there for a second. i saw yelp reported. it does that. i love the product. but the way it works, people go to another site, look at our ratings, trip adviser, yelp and then concur. why can't concur offer that same option? why i can't i just have one vertical? >> well, you know, jim, you actually bring up a fantastic point here. our view is that you shouldn't have to go just to concur. you should be able to go anywhere you want to go to book any kind of travel you want. in fact, corporations really are focused on how do they manage their corporate travel spend? it's a concept called managed travel programs. the reality is, though, that not one managed travel program in the world captures 100% of your spend or 100% of the bookings that you do.

in fact, the only way to do that. by the way, the reason for that is that in order to capture 100% of your spend, you've got to deliver a product that the customer goes to exclusive. concur travel or your travel agency. the reality is people like you and i, we will book travel wherever we want. sometimes our mobile devices, sometimes on the supplier website, like a bed and breakfast website. what triplink does, to really take all of corporate travel and bring it together in one 100% managed travel program allows you to book wherever you want. but we capture that information and bring it back into compliance and deliver it to companies. >> now, we love your product and people know that we use it. and i think it's sensational. i've got one last question. you mention you're going to hear new products and even what the other guys are doing? why would you talk about the other guys? >> certainly. part of being a great open platform is to be able to allow everyone to innovate on top of that platform. and when you do that, every one of the business travelers

benefits from it. and so let me give you a simple example, all right? this is a great company, american express who has incurred travel and expense. concur launched a product called expense, you should download it if you have it. it's a really cool app that allows you to simply take your camera or take your phone out, open up, take a picture of the receipt and automatically takes that receipt and puts it in the expense report. itemizes, everything, right? but amex stepped up and said, look, we can add more value on top of that. and every single time you use your american express corporate card for a purchase, for example at a restaurant or whatever it might be, as you swipe the card, american express, any concur platform and sends us a notification within our product that says, hey, a card charge just happened, would you like to take a picture of it? and automatically expense it. this is the value of an open platform, this is why we embrace not just our partners and suppliers but also competitors. >> got it. okay. that's steve singh chairman and

ceo of concur technologies. as close to monopoly, this is not -- no one's shooting at this guy because they own the market. steve, thank you so much for coming on the show. >> wonderful to be here, jim. thanks. >> one day things will change and they're going to go back to the profitable companies that dominate not the niche but the big categories, concur is one of them. i know it's tough right now, it won't always be the case. stay with cramer. coming up -- spotless stock. to find an investment in a market this wild, it takes a keen eye and ear. tonight, cramer reveals wall street's wish list. and the company that may have checked off all the boxes to buy. and later, surfs up, it's been a rough ride for the company behind quicksilver, roxy. can this surf player turn things around? or is it time to hang ten with another stock? cramer's diving in with the ceo. all coming up on "mad money."

what makes for a great conference call? what do investors want to hear right now? what information do investors need to make solid decisions about whether to buy or sell a stock? isn't that a terrific question to ask right in the smack of earnings season? if you want to know the answer to that and so much more, you

have to listen to the recent 3m earnings conference call. because the company's masterful ceo giving you everything you need to know in a clear and concise fashion for the most important form of communication available to any company. 3m, just so you know, is the antithesis of the momentum stock companies, one of the stocks in the dow jones average that's been rallying because it's a recipient of the exodus from the once red hot names. that's why i want to do an analysis of 3m's most recent call. and you want the conference call of the stocks you own to be as great as 3m's was. because this is what any pro would call a core portfolio position. and as i'm trying to make it for my charitable trust, once you buy it, you should think long and hard before you ever decide to sell it. grabs you right from the get go saying, and i quote, the first

quarter was strong for 3m, marked by organic growth for business groups and across all geographic areas. there are a lot of skeptic analysts out there who believe the growth at these old companies is either bought or manufactured while the core business languishes. but he tells you that's not the case for 3m. the fact he said all geographic areas, 3m's businesses have transcended local issues in their territories and 3m is in every territory with this kind of merchandise. he continues, reposted record sales and return record cash to shareholders while also including new investments in r & d to reinforce our foundation for long-term success. giving you the insights you need for sustainability of profitability. and for the firm's priorities. first, the quarter's important and it's being delivered in record fashion. but the record wasn't accomplished by skimping on investments to the future.

just as importantly, return to the shareholders. no willy nilly research and development, and given how much money 3m has in the till because of this excellent quarter, the shareholders got more than ever. we always want to see double digit earnings growth, not sales. earnings growth. and 3m generated 11.2% revenue increase. you always want record sales for that particular quarter. they had the highest third quarter in 3m's history. again, you'll know the sales weren't just bought by acquiring other companies. and i quote, organic growth was 4.6% paced by our health care business, 6% industrial and safety and graphics, each grew 5% organically. these are not high-growth categories per se. so i found those numbers incredibly impressive. now, here's a glitch. then says we saw organic growth in each geographic area led by

latin america and canada at 7% each. europe grew at 5%, followed by the united states at 3%, ding ding. hmmm spectacular growth out of asia, europe they had. a little turn, amazing from latin america and canada, even as the best of companies stumbled down there. but the united states at just 3%, that was inconsistent. you know he's going to have to explain that shortfall. all good conference calls have that kind of explanation. does it later in the call. what else? you always want to hear an organization is getting more profits out of each dollar sales than ever before. operating margins were again strong at nearly 22% up 30 basis points from last year. so margin improvement off a very high base. that's always good to see. i love this gem, still in the preamble. quote, it remains a good time to be a 3m shareholder, the company returned $3.2 billion to

shareholders in cash dividends and share repurchases. we increased the dividend by 35% which marked our 56th consecutive annual increase. think of it like this, the high-flying momentum stocks are falling apart here. the fall through stocks almost all issue new shares, hiring like mad and are not at all focused on profits. 3m, totally committed to the dividend which currently yields 2.5% and making it bigger. perfect for those of you on a fixed income. that's a magnificent boost. the organic buyback which cost 4% of the company's share count. no hand over fist giving of option grants here. 3m is a terrific port in the storm that's around us. then reaffirms the forecast. there's a currency hit coming up. not his fault, but one quarter down, everything else on plan. now turns his call over to his chief financial officer, that's typical on these calls, david maline. there's not a moment wasted.

he lays out the tactical goals, organic growth remains our first priority. yes, that's the best judge of an enterprise. we'll continue investing capital expenditures, research development and commercialization capability. he adds they're looking for strategic acquisitions. that's exactly what we want to see. then he calls out all the businesses that grew at strong double digit levels. automotive equipment and personal safety. so do i, so do health care emerging markets, food safety and drug delivery. all reason strong secular growth areas. i love that 3m is a dominant force for each of them. then that weakness in the united states that i mentioned. it was the weather hurting road construction, retail and industrial distribution. they are all explained -- they're all explained away intelligently, right? no silly alibis here and the argument is bolstered by the u.s. health care business, which was very strong with terrific

organic growth. it seemed like a reasonable excuse then. of course, you want no excuses. but too many fabulous companies like 3m for me to dismiss it anymore. especially after today's announcement of a gross domestic product growth for the first quarter. the true greatness of 3m and that's innovation. innovation is the heartbeat of 3m. drives what we do every day and allows us to create greater value for our customers. innovation generates new growth and a key to our long-term track record. i'm sorry, long track record of generating premium returns throughout the business, end quote. how can innovation really be measured, you might ask. well, 3m knows how to do that, too. quote, 1/3 of our revenue in 2013 came from products created within the last five yearsment and we're targeting 37% by 2017. they're doing it with 45 innovation centers around the world. it's not a hallow saying, some

wholistic mantra, it's put food on the table of shareholders real deal. go to 3m's website, they're all there. have some fun with that incredibly interactive periodic table of offerings. it's an amazing treat. these guys make everything from 2-in-1 post-it notes to environmentally friendly fasteners and mobile devices. unlike so many conglomerates, the fact they're in so many different industries is a blessing not a curse. just look at how they developed an automatic mixing machine used by dentists and auto-repair shops to make fillings for your teeth as well as autobody filler. that's right, you might have 3m products in your mouth and car. bottom line, if all companies that were like 3m, stocks would become a pretty easy exercise. that doesn't mean they can't make mistakes or the short-term performance will always be spectacular. but long-term it can be an ideal stock to own. in a world where many stocks can

be cut in half on a whim, 3m stands out more in control of its destiny than just about any other business i follow. let's go to mike in my home state of new jersey. michael? >> a big central jersey boo-yah to ya, captain cramer. >> i'm a central jersey guy by. >> got to love it. bought around 14, just wondering when would be a good time to buy back in. >> okay. remember, we did that one as a trade. we left that trade, it's now down a great deal. i don't have a catalyst to recommend the stock right now. after the trade was taken. remember, difference between trading and investment. patrick in new york, patrick? >> caller: hi, jim. ticker symbol is asop. the stock has rallied since february and remains resilient despite the down trending market. bought last week at 19 a share because i liked the price and volume action on the chart. it's a sector leader with great earnings and did well with the

most recent earnings report. should i continue to hold or sell given the current market trend? >> i do not know this stock. i first was thinking lv level 3, and the answer is i don't know the analogy either, i've got to do work and come back. okay. companies should take notes from 3m. its long-term business is terrific, all laid out in the company's conference call. 3m is a standout. you can't lay in the sand without coming across one of quicksilver's brands. why is the stock been sinking? i'm talking to the ceo coming up next. huh, 15 minutes could save you 15% or more on car insurance. everybody knows that. well, did you know that game show hosts

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a company that pulls off a successful turn around. now, about 15 months ago, we talked about quiksilver, zqk. the retailer with three major sports-related apparel and brands. quiksilver, roxy and dc. at the time the company appointed andy mooney as the ceo. and i told you while i had

confidence, i said you've got to wait and see how the story unfolds. trading at $5.58. since then, it's been a roller coaster dialing up to 9 and change and pulling back to $6.42. the company missed numbers when it reported the most recent quarter in early march. now, though, mooney has been in charge for a year and while the retail space is treacherous, he has a plan to turn the company around. and i think the plan could send the stock higher. now, among other things, quiksilver plans to reduce the number of different products it sells by 30%, cut corporate overhead by 20% while at the same time improving the way it markets its brands and centralizing the supply chain and product design process. i think the estimates have come down enough that they might be able to beat them. not this quarter but later in the year. so let's take a closer look at andy mooney to hear more about where his company is headed. mr. mooney, welcome to "mad money." how are you, sir? okay. two of the most iconic brands in

the world to quiksilver, a much tougher situation. this is a real challenge. why take it? >> well, i think the company has three great brands. and when i was initially considering the opportunity a company with inherently strong margins. i figured if we could maintain the margins, hopefully go the top rate, modest rate with those kind of margins. >> right. >> could be a good story. >> okay. so it's -- we have often said that both turn arounds and apparel. you've had the job for more than a year, how does it feel? it certainly can't be lickity split. >> no, it's not going to be an overnight success story. it's a long-term proposition. and tremendous opportunity still for all three brands, particularly in the emerging markets and new categories.

>> one of the things i've seen you do while you're moving new carriers. you've gotten rid of what i call bad revenues. not all revenues are good. but you also still have to fix that balance sheet a bit, right? >> we have -- we have quite a bit of debt. >> right. >> we have no problem servicing that debt. it's not constraining us in any way. i think a lot of the growth we would have in emerging markets, for example, would count in partnering with people well-capitalized. franchise retail. >> right. >> in particular countries like brazil and china. >> i know you also, i couldn't resist because you actually talked about it on your conference call, you brought up -- you brought it up, not me, a russian suburban shopping mall that you're doing. russia just add to the list of things that keep you up at night? >> well, it's certainly come on the radar screen lately. at this point hasn't had any impact on business. so we'll keep our fingers crossed. >> okay. now, one of the things i don't

know that much about, i do watch kids surf because i think it's a great sport, okay. but i knew kelly slater and that's someone you had a relationship with and that relationship ended. i don't know why it ended and the press reports aren't that clear, but is this okay for you that this -- iconic figure is no longer connected with the company? >> athletes have always been important for quiksilver in particular of the three brands, but important in varying degrees for all the brands. we had a fabulous run for kelly for over 20 years. he indicated to us in the summer that at this point in his life what he really wanted to do was give back to his own brand boutique high-end brand. he's very environmentally conscious. he wanted something high-end and premier. and also environmentally aware. he wanted to do his own thing. and the timing was right for him. >> let's talk fashion. fashion is very difficult and teams are fickle. i have a team and of course

another teen in their 20s. one minute, they'll say, listen, i love this, and the next minute, they hate it. there was a piece of research recently out by piper jaffray saying action sports decelerate, quiksilver brands losing share. now, this is something that was a survey. but you have the empirical data. does your data back up the piper jaffray worry? >> well, if you look at the last quarter's results, what i would characterize as a particularly brutal retail environment. >> the worst. >> here in north america especially, the retail stores in north america. worldwide and very nicely on the e-commerce space. i think it's a bit of a misnomer to classify a business as a teen business. the consumer is -- youth-oriented brand. >> okay. >> but i'd say the consumer's more in the early 20s. >> what are your personal goals, sir?

is this something in five years you want to be a big brand? or if it doesn't -- at a certain point, interested in billabond, dough yo say i've cleaned it up, now i can sell it. this is a job that is probably 18 hours a day, 7 days a week. >> i love the job, i love the brands, and we're a public company. and if we ever get to that point where someone was interested, of course, we'd have to consider that. but my immediate focus is just to really make these brands shine as we did when we were first introduced 20 to 40 years ago in the case of quiksilver. and get the business on track and get the top line moving again. >> excellent. well, you're a level-headed guy from your background and the way you talk. i think people should watch it. and you've got the right approach. how about that? that was andy mooney, the president and ceo of quiksilver. maybe your kids love it, maybe you love this stuff, but learn

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it is time -- it is time for the "lightning round" on cramer's "mad money." rapid-fire calls. play until this sound -- my staff prepares the graphics on the fly. we play until this sound and then the "lightning round" is over. are you ready, ske-daddy? happy 25th anniversary! start the "lightning round" with patrick in arizona. patrick? >> caller: hi, jim. i bought chesapeake. >> i like chesapeake. i like it as a preferred piece of paper, chk. i like chesapeake and i think the company is truly making a comeback. it's the first i've said that. let's go to bruce in new jersey, please, bruce! >> caller: hi, jim, boo-yah. >> boo-yah! >> caller: long-time listener and first-time caller. i miss your 11:00 show every night. i wondered your thoughts -- >> i know. people want me to recommend some of these chinese stocks. i have said over and over again, i like baidu.

just be careful. i need to go to gail in texas. gail? >> caller: yes, i need some information about firi. >> a lot of people ask about sirius. have i given up on sirius? a bunch of people. and i said sirius is fine, it was bad that liberty walked away, but the company itself is doing well, more of a play on car sales than it is on radio. how about eric in florida? eric? >> caller: hey, big earnings, boo-yah, cramer. how are you? >> good. how are you? >> caller: i'm good. looking at tesla, i bought a little bit, wondering what you think about it. >> tesla's a cold stock, the cold stocks are in the grips of a major shakedown. i cannot push tesla here in the shakedown. linda in pennsylvania, linda? >> caller: hi, jim, i sure do look forward to your show every night and i appreciate the information you share with us. my question is, i'd like to know your opinion on hp.

>> great american company, it's down some, oil's getting hit. i remember i went to the university of oklahoma, if anybody remembered right around world series time, and i can tell you they are a dominant force where they live, which is tulsa, oklahoma. and i think it's a terrific company. and that, ladies and gentlemen, is the conclusion of the 25th anniversary edition of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. amazon started in a garage. ♪ the ramones started in a garage. my point? some of the most innovative things in the world come out of american garages. introducing the lighter, faster cadillac cts. 2014 motor trend car of the year. ain't garages great? [ bell ringing, applause ] five tech stocks with more than a 10%...

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let's talk about two things that have been just deadly to this earnings season. spending and competition. >> sell, sell, sell, sell! >> any companies that miss their guide down on any level, whether it be top or bottom line have become stock road kill, bloated bodies on the sides of the highway waiting for short sellers to get them off the road for decent burial or at least a dynamite cremation. we heard this gamut last night from ebay. you see a monumental decline in terms of auctions and also in terms of the once fast-growing stub hub, sends a chill down your spine. the material deceleration at stub hub because of, quote, dynamics made my blood run cold. marketplace margins, 39.7%, we're down 240 basis points from last year because of the

investments in trust and marketing and a lowering of fees. you know what, the stock deserved every bit of the hammer. how about 3d systems which got pummelled after it reported yesterday. the company had to sacrifice near term margin expansion to grow the top line. why? i thought 3d systems was supposed to have a big mode around the franchise. meanwhile, the spending at the supermarket level to bring out the organic and natural lines is pretty daunting, too. so many companies want to take on whole foods and the position. you have to recognize margins just can't stay the same. and it's whole food stock price, it's kind of signaling that. you certainly don't want to own fresh market or fairway under these circumstances. i spent hours after underarmour. it's coming off nike in a major way. i can't imagine what can happen to, say, a lululemon as underarmour simply wants to own

that business. it is gap and columbia sportswear which announced the buy of a yoga brand. i wouldn't go near lulu. spirit airlines on the show yesterday, considered the quarter excellent. major topic in the q & a, potential competition from discounter frontier. i don't know, call it worrisome? listen to the twitter call. that company's spending like crazy to protect the franchise. i had no idea that twitter had to do that until the lackluster conference call. too much spend and not enough revenue growth. where's the leverage for those dollars? the software is a service company decent margins. but you have to wonder how long that can last when all oracle ibm and microsoft seemed to want to brag about these days is the suite of cloud products that could go after these little companies that just came public. i don't see the little guys being able to maintain the competitive edge and i don't know how much they can really spend, ibm has oracle, microsoft? a big part of the decline in the

stocks, i think began after oracle jabbered hard how it had impressive cloud growth. i think tech titans mean it now when they say they're storming the cloud. meaning the competition might move behind some of this we're s seeing. companies taking share without a lot of spending or companies that don't need to protect their franchises because the motes are so deep, companies or companies able to cut spending because decisions seem to be made in the marketplace to diminish the competition. like the defense -- excuse me, the defense companies where some of the consumer packaged goods businesses. big pharma, they're loved here right now, they're the winners. might not stay this way, many of these companies don't deserve to get the punishment that's being meted out right now. just respect that newfound competition is behind a great deal of the decline. and as long as we know it's out there, we can handle the short-term pain as the stocks go down a lot better. or at least understand the game

has changed. stick with cramer. ♪

[ banker ] sydney needed some financial guidance so she could take her dream to the next level.

so we talked about her options. her valuable assets were staying. and selling her car wouldn't fly. we helped sydney manage her debt and prioritize her goals, so she could really turn up the volume on her dreams today...and tomorrow. so let's see what we can do about that... remodel. motorcycle. [ female announcer ] some questions take more than a bank. they take a banker. make a my financial priorities appointment today. because when people talk, great things happen. congratulations to so many great people at cnbc. happy 25th.

hey, while i'm congratulating people, david faber said sprint could make a bid for t-mobile sooner rather than later. sprint's now at nine because looks like david could be right! i like to say there's always a bull market somewhere, i promise to try to find it for you right here on "mad money." i'm jim cramer. see you tomorrow! >> come along on a ride with us. we're about to take you to a place unlike any other... >> let's go. >> all right. >> ...where marijuana is legal, and the scent of money is in the air. >> first time i've smoked a joint in a long time. >> go ahead and take it easy. it hits really smooth. >> and i no longer have to feel like a criminal. >> that's right. >> i'm not doing anything wrong. >> kevin and rachel are pot tourists, oh, so happy to be a mile high. >> welcome to colorado. >> in colorado today, the start of a brand-new industry. >> this is by far one of the biggest stories happening in the world right