cbs a going higher. content is king. i like the space. >> the breaking news, jd.com, above the range. $19. the range had been $16 to $18. watch for that one tomorrow. see you back my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. just trying to save you a little money. my job isn't just to entertain you but to teach you. call me at 1-800-743-cnbc. or tweet me @jimcramer. can the market honestly, honestly be this stupid? [ buzzer ] can the direction of averages be

set by a couple of ticks on the bonds? a fabulous report from tiffany's and decent news from target. yes. of course with the help of frustrated short sellers who turned bullish suddenly, that's what happened today with the dow roaring. the s&p jumping and the nasdaq climbing .8%. the stock market is in a moronic phase of life now. i say it because interest rates inched higher throughout the day. tafs one of the chief drivers of the rally in stock prices. just to let you in on how dumb this is, if i told you higher mortgage rates were better for you, the consumer, would you believe me? of course not. would you believe me if i said that higher taxes give your bank account a boost and make you want to spend more? are you kidding me? that's precisely how idiotic the stock market's behavior is now. higher interest rates hurt business activity and function

as a tax on consumers and businesses alike. bulls should favor more economic activity and more purchasing power, not less which is why for the 36 years i have been in the business, anything that sent rates up has always sent stocks down -- until now. but the collective instincts of the market can be wrong. this market is as dumb as gypsum board, no insult intended. the flavor of the market is we are headed into a recession. anything that shows interest rates going higher discredit that is thesis. that would show demand that the recessionistas think is going away. that's how to rally on higher rates. think about this for a second. we have almost no data whatsoever that shows recession. we don't have data showing a severe slowdown. nor should we trust the rate of interest as a barometer of anything.

interest rates have been going down because there is a shortage of u.s. bonds, not because the bond market is forecasting recession. too p many buyers will accept a low arer return for safety's sake versus the awful bonds of other countries which are overvalued. the idealogues are always blaming the fed or obama for policies that impact rates. i am no idealogue. the government isn't spending much. when you don't spend much you don't borrow much so you don't have to pay high interest rates and your credit improves so you become a magnet for money worldwide. the rating industry should upgrade the u.s. debt. one day we'll be through with this and be thankful rates have come down. i'm taking my cue from the expert on housing, frank blake of oh home depot who expressed surprise at yesterday's conference call that interest and mortgage rates went up last summer at all. he pretty much said it was wrong that they did. hissen conference call made me

feel that housing, which got crushed when rates spiked last year, could come back now that rates have started to come down. blake doesn't live in the backwards d.c. comics world of the stock market. he doesn't like them ugly. he knows lower rates mean more homes being built and more mortgages taken out. when the stock market comes back to its senses we'll see housing return as a positive force in the economy. don't forget. we get put on recession watch yesterday. it happened. as dumb as the stock market is, it's not so stupid as to think a recession is good for business. stocks got hammered yesterday on the bogus prediction. i have been saying every day the market looks at the data presented and makes a new decision, a new judgment of whether the economy is slowing down or speeding uh. yesterday we heard negatives from staples, tjx, urban outfitters and dick's sporting goods. those four drummed out the word that may is robust. today we heard from home depot's

sworn opponent, lowe's as well as target and tiffany. lowe's said may is robust. target said things haven't collapsed as you may have thought. i was impressed with the target performance today. no one else was but that's okay. stock went up. tiffany said people are spending like crazy. even if by people they mean rich people, something that caused the stock to scooar over $8. stocks rised and the stock market rallied. every day we come in and forget yesterday. every day is a standing start. today it was difficult to believe a recession is on the horizon because of lowe's, target and tiffany. there is a second thesis. the idea that it's not the consumer that's weak. it is are brick and mortar stores that haven't figured out the web who are ailing. staples and dick's compete with

amazon. today people recognize consumers would rather get office supplies and sporting goods on amazon while hunting and golf isn't what the consumer wants. in other words, yesterday we took our cue from the wrong companies. today is a new day. who knows what tomorrow will bring. i hope we don't take our cues from sears when it reports in the morning. if we came off the fabulous numbers from williams & sonopa, pottery barn and west elm we go higher. regardless if you believe recession or not this market has eyes for those with dividend boosts. it abhors any other metric like sales, orders, accolades or surveys. last night's sales force.com reported one of the best quarters and it got hammered. why? is it because sales force.com doesn't know what it's doing when it hires people and issues more shares? is it because sales force has

squirm for the market? not at all. like many high growth companies, salesforce.com is trying to win customers to its platform. to do so it has to have the best software, best engineers and best salespeople which costs money. if sales force were to please wall street by firing people, buying stock and issuing a dividend it would be eviscerated by competitors like oracle. that's a fact of life. the stock market doesn't care about the big wins or fast growing sales. doesn't care that they have walmart, bank of america, home depot, not at all. that's not fashionable anymore. remember, not only wall street arbitrary about the relationship between interest rate ares and stocks it is capricious about whether it likes companies with fast sales but no earnings. salesforce.com might as well be wearing polyester shirts and bell bottoms with a madras suit

coat from kmart. the industries are wearing 160-count thread suits with xenia shirts, feragamo ties and bruno magl willi shoes. the market can't sustain both earnings and sales stories at the same time. the latter are left out. here's the bottom line. yesterday we were going into recession courtesy of dick's and staples. today we are booming tanks to tiffany and target. if rates keep going up because we are off recession watch the growling bears turn into teddys trampled with with by bulls with tiffany baubles hanging from their necks. michael in texas, please. >> caller: hey, jim. how's it going? >> good. how are you? >> caller: good. you have a great staff, love what you're doing, man. >> you're very nice.

>> caller: i'm calling about canadian solar inc. earnings came out a few days ago. thought it was weak guidance. when the earning report came out the stock went down but the past few days have been good. especially today. >> yes. >> caller: just over 7%. trading at 24 flat now. i want your take on it. with what do you think? >> if canadian good you must buy first solar. it is inexpensive and growing. canadian solar is speculative. i prefer an inexpensive company with a low peg rate. that's first solar. cyrus in indiana, please. >> caller: hi, jim. >> how are you? >> caller: boo-yah. >> boo-yah to you. >> caller: my stock is cal amp. >> i haven't looked at it in ages. i have to pass.

i once had a 4% position in the old days when i ran the fund. i don't know how it is doing now. i will have to come back and do work. susan in connecticut. >> caller: hi, jim. thank you for how much you do for us and having so much energy. >> i sure try. >> caller: i'm calling about whole foods. the stock hit a low of 37, dropped 25% in the last two weeks since the earnings report which seems overblown. i was wondering if you think the stock will continue on the downward spiral or is it time for it to go back up? >> i'm of two minds. one is that whole foods is expensive, even after the decline. it sells at 25, 26 times earnings. it is by far the best of breed operator. if you have another number cut that's the bottom. i don't think the numbers are done being cut at whole foods. tough judgment.

no matter what companies the market takes its cue from one fact remains, it doesn't like stocks valued on sales not earning. for now if rates go higher the bulls will come out oh to play. coming up, grub is king with delicious dinners. my two favorite american oil names with mega growth but the profits are real. plus a play on planes that's under the radar. find out how to invest many if your next flight. more "mad money" after the break. >> announcer: 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.

why do i keep harping on the idea of a renaissance.

it's not to sell books but there is nothing wrong with self-promotion. this is television. but the move in this group is one of the most amazing reratings -- getting better -- that i have seen in 36 years on wall street. it's based not merely on the strength of oila sticky level above $100. even at the west texas price. it's on production growth. for the longest time these stocks, eog, pioneer, continental resources, many others i talk about each day, for the longest time terp boom-bust affairs. they were pegged to the comets to rise and fall with every tick in the price of crude. that's no longer the case. these companies have now taken control of their own destiny. sure, the rising price of oil is an important tail wind. do you know what's more important? the miraculous production growth

provided by six key american substanti shale plays. eagle ford in texas. utica in ohio. marcellus in pennsylvania. they are proving far more bountiful than we imagined two years ago. some of that comes from improved drilling. conventionally drilled well costs $2.5 million a pop. the new fractured wells are about $7.5 million each. the amount of oil produced by horizontal drilling is far in excess of what many thought possible and the completion in the productivity of a well over time is slower than expected. so a 7.5 million dollar investment in a horizontal well is yielding on average an astonishing $8.4 million cash flow payback in the first year according to the expert in the field. when the biggest problem for the companies is it doesn't make sense to pump all the oil or natural gas out of the ground

that they can because there is a shortage of pipeline space to get it to the refiners you know this move could last longer than people expect. many oil companies are butting up staggering rates of production growth. 20, 30, 40% increases. particularly from those in the eagleford shale and the permean basin. they are getting what you expect from a software company but unlike tech stocks the profits are booked and reported in earnings per share are extraordinary. perhaps because right or wrong the price of natural gas is a world price that went up when russia sends gas to china. the companies drilling for this fuel are getting tremendous margins after a couple of years where they weren't. the companies producing the condensates, the building block plastics are making huge amounts of money. eog resources is one of my

favorites. anyone who watches knows that. anardarko as well. it appeals to me and my charitable trust. it's removed the litigation that's been plaguing them for several years which makes it a natural takeover target for one of the larger integrated oils looking for north american growth. i never recommend a stock purely on a takeover basis if the fundamentals weren't up to snuff. i think anadarko should be worth $120 based on production growth alone. the companies are no longer regularless. those days are over. they are cautious and methodical. unlike the methodical majors these oils can move the needle with each new find. that's what's amazing about the rerating of the group. you get growth at a reasonable price. the fastest growth and the most

reasonable prices that you're going to find in the entire stock market today. let's go to john in florida. >> caller: boo-yah, skee-daddy! >> nice. what's up. >> caller: buy, sell or hold, rex energy. >> that's a speculative name. we used to have them on all the time. natural gas went out of fashion. do you know what? it's back in fashion. this is a good company. it's a state college company. when we did the show at penn state, we had a good time. let's go to john in pennsylvania. john. >> caller: boo-yah, jimmy. >> boo-yah, john. >> caller: i'm glad to hear from you. you got me into duke energy prior to the spectra spin-off. >> yes. >> caller: they have expanded the pipelines extremely. give me as much as you can. >> what's your question?

>> caller: spectra energy. >> oh! i was talking to the guys. it's the fastest growing pipe company with a low yield 3%. it holds the key to getting natural gas to the northeast. i think it's great. i'm glad you mentioned it. i want to do a piece about it. it's a terrific company. hold onto that one. betty p in south carolina. >> caller: yes! can you tell me all about -- i can't think of the company. oh. >> sounds like -- >> caller: sounds like it's the -- the pipeline -- the gas company. >> a lot of those. >> caller: can -- >> kinder? >> caller: that's it! >> there are a lot of kinders. we'll talk about kindermorgan, kmp. this is very under valued. a lot of people put a hate on rich and the company. it yields 7.25. it's a little bit too big. not growing as fasts with 'like

but it's fine. david in missouri. >> caller: this is david in mexico, missouri. thank for your support to the vet are rans. >> thank you for serving. >> caller: what are your thoughts about owning holly fredricton tier versus oxidental petroleum. >> the guys at holly will get mad at pe. but the guys at oxy don't know who i. a.oxy has a terrific break-up story. i think it will split into two countries worth about $120. that's why my charitable trust owns it. oxy is for me. the north american energy renaissance is producing profits. in this market that's where you will get the most growth at the most reasonable price. still to come, you may know them as seamless, but many call grub hub the amazon of food delivery. time to take a bite? "mad money" is back after the break. >> announcer: coming up, grab

some grub? grub hub has been delivering delicious dinners to millions for years. has the $9 billion potential market been overlooked? find out if now is the time to dig in. cramer's got the exclusive next. cars are driven by people. they're why we innovate. they're who we protect. they're why we make life less complicated.

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like grubhub, the largest food delivery and take out platform with a stock that became public six weeks ago as public offerings were peaking. before the ipo i told you to get in on the deal. the stock gave you a quick 40% gain the moment it started trading. but i said if you couldn't get a piece of the ipo, take a pass. they are dangerous in the after market. grubhub is down from $40 where it opened down fearly 9%. now that the stock is down does it make sense to think about putting it on your shopping list? or is grubhub destined to get crusheded like newly public names. grub hub is profitable. they take a 13% order on every order placed and given that they generated over 1.3 billion in gross food sales last year it adds up. it's easier to get takeout from your computer or your phone and

offer you 29,000 restaurants that are using the online ordering platform. grubhub has strong results. it posted a five cent earnings bead. delivered 50% revenue growth, substantially higher than expected. 188% increase in earnings before taxes, depreciation and amortization. 8.7 times next year's sales. that's expensive in a market where high flying momentum names are out of favor. there could be insider selling. is this stock worth buying into future weakness? let's take a look with matt maloney. matt, welcome to the show. have a seat. >> thank you. >> some people call you the amazon of restaurants. other z say anybody can be in this business. are there barriers to entry or do you have a lot of competition coming? >> i like the amazon analogy

better. we built a powerful two-sided network podle that has nearly 30,000 restaurants in over 700 cities across the country. we have balt massive base of restaurants you can order from any time day or night through the free and easy software. what the restaurants care about is the orders. we make the cash registers ring. what restaurants sign up for is a way to get tremendous new demand and orders from their neighbors that didn't know they were there. there is no good way for a restaurant to advertise to boost their delivery service. delivery, as you know, is extremely high margin. this is where restaurants want to build their business. before grubhub you had to distribute paper menus. that was the option. >> in new york i was looking at the site. i have grubhub and seamless. which one do i use? >> whichever you like better. we have a portfolio of brands. ter both tremendous, wonderful.

the technology, the platforms are very similar. they provide the same value. free and easy connection to local restaurants so you can eat faster, better. >> okay. what happens if yelp, which has a robust business decides, you know what, we'll put in a button. they have delivery.com. say we'll go all in against grubhub and charge 8% commission. if you take an ad we charge 5% commission. you have to worry that yelp wants the business because it's fast growing. >> it is a fast growing business. it's a massive industry. $70 billion spent last year in pick-up and delivery from americans. 95% was from paper menus. our competitor is the paper menu. the it is converting people who use off line channels to online channels, to communicate to them there is a better, faster, easier way to connect to your favorite restaurants in 700 cities across the country. that's what grubhub does. >> how big is the corporate business? >> it's a good business.

it's growing. seamless was founded on it. >> bankers love it. >> the opportunity on the consumer side, far and away stronger. >> all right. how many restaurants are you signing up? today, how many? >> we have nearly 30,000 restaurants right now. when we went public six weeks ago we were around 28.5 or so. that was the past couple of weeks. in our business it is about the diner. once we have enough sushi restaurants, pizza, thai restaurants, barbecue restaurants for you in your neighborhood do you care about the incremental? you don't. we bring you your favorite restaurants. if it's a great restaurant of course we want to include it, but in our business it is about the diners. >> last night i went on and i live in brooklyn. you have a policy where if you pay you can be at the top of the

queue. but the top restaurant was only two stars. how do you prevent really bad restaurants being at the top of your queue? >> economics aren't the only variable. one is service. one is quality. there are many parts to it. we are constantly optimizing it. economics is a big part. the way we view this is if that restaurant wants your business, they will share a larger portion of the economics with us. you know the profit margin on takeout and delivery is big for restaurants. >> it's the liquor for us, but i get that. you can't send the liquor. >> in some places you can. it's about the margin. if >> one of the things -- there is a generation al thing. i talk about this company to

younger people and they live off of it. maybe because i'm from the paper menu generation or i pick up the phone and i call. what's your demographic? people in college get hooked and they get to big cities and this is only the way they know how to order food. >> there is a big graduation hit. you're right. we are popular in the college communities and major metro centers. more and more as different segments start to adopt mobile as part of their lives many services are bridge the off line to online gap. as people adopt this from the paper generation they realize, oh, my gosh. why haven't i been doing this before? what we see in the data is it's a way of life. >> let me say if i were the investment banker i would say, i want yelp, grubhub and open table all in one assembly. would you be open to that or are you going to go it yourself? >> these are all great companies.

they all do different things. >> i have them on one page. >> i understand. grubhub is a transaction. specifically for pick-up and delivery. open table, the reservation. great use case. yelp is discovery. great company. we know each other well. we all perform a specific function in the eco-system. when you want pick-up or delivery you have to use grubhub. >> that's matt maloney of grubhub. try it out. take a look at seamless, too. the younger demographic love this company. stay with cramer. >> announcer: tomorrow, kick off the trading day with "squawk on the street." >> they are not big on zappos. enough already. >> announcer: it starts at 9:00 a.m. eastern. [ female announcer ] there's a gap out there.

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in an increasingly volatile market where we can sell off one day and rebound the next i want to revisit the big picture themes. when a stock is riding a long term trend it's easier to panic

days like yesterday. i'm talking about the multi year aerospace cycle. there is demand for more fuel efficient planes which is why boeing has a mile long waiting list to buy the controversial dreamliner. there is more than one way or an airliner to get planes. they can buy or lease which brings me to air lease corp., a.l., one of the fastest growing companies that makes the bulk of its money overseas, specifically in the asia-pacific region. when it reported it blew away the numbers earning 57 cents a share, seven cent beat on higher than expected revenues. not many companies with that growth out there. industry leading market and 38.5%. that was up 1.2 points from the previous quarter and 6.4 higher than a year ago. not many companies raise gross margins in this environment. it's easy for management to predict how much they will make in the future. the stock has run up 23% for the

year but sells for less than 14 times earnings. the chairman and ceo joins us with more about where it is headed. welcome to "mad money." >> good to see you, jim. >> i didn't know your company until investor day. it's amazing. right up front in don frens call you say you have two things going if the direction you didn't think of. stronger demand for new generation aircraft and lower rate which is enable you to make better profit margins. this is the time for steve hazi, isn't it? >> it's exciting. the airline industry doubles every 15 years. total passenger traffic increases every 15 years. these airplanes last 25 to 30 years. there is a huge replacement cycle. overseas airlines are growing at double gdp growth. >> you talk about european or

asia-pacific or middle east growth. people say i don't get it. what does air lease have to do with it? who are they leasing to? how do they make money? there is a back ground. explosive earnings need to be explained for people watching the sow. >> earnings are based on demand for new airplanes. 25 years ago, less than 10r% of the airline fleets were leased. today it is almost 50%. this is the fastest growing segment of how airlines acquire airplanes. these new jets like 787-9, these are almost $150 million apiece. airlines have a history of volatility, instability in earnings. they are susceptible economic cycles. leasing gives them a nice way to use somebody else's balance sheet to acquire the latest in airplanes. >> you are basing moves on the conviction that things will stay good. >> not necessarily. >> explain it to me.

>> more than 80% of the business is replacing aircraft that the airlines already have are that are 20, 25 years old with new modern, fuel efficient, low maintenance cost airplanes. >> what's the advantage of boeing selling to you versus to the actual individual carriers? >> we buy aircraft on a multi year contract in bulk at deep discounts because we offer the manufacturer a long-term steady stream of deliveries. then we distribute those airplanes all over the world. so we are a predictable buyer for boeing and airbus and we are marketing distribution channel for them all over the world. >> when jim mcnerney comes on and says we have strong demand he's looking at the order book and knows that the real orders are out there. >> exactly. we have financial capability to show up a year from today or five years from today. we find customers for the airplanes. we generate new markets, seed

new markets. it's a real partnership between us, boeing and a airbus. >> i have only known irish companies in the leasing companies. what is it? how did that come about? >> it came about in the '70s. another company was our competitor called guinness -- >> yeah! >> gpa. >> i have a degree if guinness but the beer side of things. >> exactly. ireland has a favorable tax reare jet stream. they have a 12.5% corporate income tax rate and a lot of bilateral treaties with countries that are favorable. it's a haven for leasing companies. in california we make more money, we have better relationships with the airlines. we are almost like the boutique place for aircraft lessors. >> boeing said things look good in a conference call. you probably have a better view. is it just a terrific time to have as many aircraft on the

books as you do? >> it is a good time. we have never had so many airplanes that are more than 20 years old flying for the airlines today. we see a huge replacement cycle. we have investment grade ratings. the company is well capitalized. we have the highest profit margins in the sector. we are the fastest growing in the sector. we have a wonderful management team that has decades of experience. we have all the ingredients for a success story. on a long-term basis. >> just a great niche business that people don't know about. thank you for explaining it to us. i like this. that's steve hazy of air lease corporation. they shot the lights out. they can do it for years.

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to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. >> announcer: lightning round is sponsored by td ameritrade. >> it is time. it is time for the lightning round. you say the name of the stock. i tell you to buy or sell. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? it is time for the lightning

round on cramer's "mad money." starting with mikey in new york. mike, mike, mike. >> caller: jimmy, happy hump day to you! >> hump day! >> caller: i don't know what's going on. dividend is over four and a half. what's going on with con-ed. >> we are tearing each other's hair out. easier for me to tear hers out. con-ed is acting badly. we are trying to figure out where to average down. it's been a nightmare. it is a solid company. austin in virginia. >> caller: hi, jim. i wanted the to ask your opinion on st micro electronics, stm. >> yeah. stm's not bad. this is one of the integrated circuit stories i think people believe will be taken over. i don't know about it. i think it is inexpensive and i like it. thomas in florida.

>> thank you very much for taking my call. very are quickly, i'd like your thoughts on soda. >> soda is a difficult stock. you would never recommend it. some people continue to. they say pepsi-co will buy them. the ceo is terrific. didn't confirm or deny. she's not going to say, yeah, i will buy or not. people are putting words in her mouth. i don't want to recommend soda on a fundamental basis. that's all i have to say about it. lee in california. lee! >> caller: hey, b-b-boo-yah greetings from sunny san diego. >> lucky. herb greenberg land. tell him i said hi. what's up? >> caller: amazon. i have a position in the high 300s. is it time to dollar cost the average? what do you think? >> last amazon quart was all growth. this market doesn't like growth. it is a cold stock without any fundamental reason to recommend

it. the market has changed. maybe it changes again. if the facts changed i will change. right now i don't have a good case in amazon. tom in florida. tom? >> caller: brother cramer. >> hi. >> caller: i need your spiritual counsel regarding my calling to join the church of ge. >> okay. >> caller: what's the stock? >> ge. stephanie put out a piece for action owners plus. the stock is like this. it pays until something happens. i hope they can make the acquisition in france. france is a difficult place to invest. french rail orders 2,000 trains two wide for transfer. somewhere mark haines is laughing. mark always had great insight. cody in california, please.

>> caller: hey, jim. thanks for taking my call. >> no problem. >> caller: i have been speculating for 18 months. i have been getting paid to wait in pdl bio pharma. >> i know. you have the yield. if it weren't for the yield the stock would be lower. you get the yield. i don't have anything else good to say about it. eric in florida. >> caller: hey, jim. how are you tonight, sir? >> real good. how about you? >> caller: i'm excellent. my question is about the internet stock yandex. >> everybody is covering every short in russia. they think everything is good again. we have an election this weekend. let's look at it after the election. patrick in arizona, please. >> caller: mr. cramer! charter industries. >> there is a component that's natural gas, liquified natural gas on fire. then there is the cryo business not doing well and the orders from china are stop and start.

you cannot recommend gas to liquids known as gtl srk. brandon in texas. brandon! >> caller: hey, cramer. >> yo, yo. >> caller: i have a question about the bio pharma. i want your professional opinion. >> i have relied on news stories in the street from mr. firestein. adam nailed it. the stock was cut in half. people were mad at me i said not to buy it. it's right. stay away. that's the conclusion of the lightning round! >> announcer: the lightning round is sponsored by td ameritrade. ♪ ♪ ♪ [ tires screech ] chewley's finds itself in a sticky situation today after recalling its new gum.

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when i tell you i think you should own a stock, that doesn't mean you should throw all of your eggs into one basket. even if you are almost positive it will go up. uh-uh, my friend. i won't have that. diversification. you know what we say around this joint. it's the only free lunch. that's why we are playing are am i diversified. you tell me your hold iings and tell you if you are diversified or need to mix it up a little bit. let's start with a tweet. boo-yah from houston, jim. i have apple, under armor, marathon oil, general electric, and general motors. am i diversified? # mad money.

all right. man, we saw kevin plank last week. that women's fashion forward line is great. my daughter loved it for her birthday. we have all charitable trust names. marathon is one of the cheapest of the independent oils. general motors, they are throwing everything they can at it. it sticks at 33. that says something, you know? general electric, oil and auto. what's not to like? ♪ hallelujah john in pennsylvania, our second john in pennsylvania. john. >> caller: ai, jim. boo-yah to you. i have five stocks i would like you to check out for me. >> sure. >> caller: caterpillar, hasbro, mnk, and avgo.

also line energy. >> and line energy. a fell philadelphian suffering with the news that cliff lee is on the d.l. list. caterpillar, the big industrial stock. everybody was sad. think they will do a good number. avago is tech. hasbro, they put up great numbers. linn did a call and it's positive. we have pharma, industrial, tech, toy, and oil and gas. wow. john from pennsylvania has it going. [ cheers and applause ] nancy in new mexico. >> caller: boo-yah, jim. >> boo-yah. >> caller: okay. my stocks are gilliad sciences, gild. paychecks, payx, oracle, gt

advanced technology, and boeing. >> all right. this is an interesting portfolio. oracle, we know that's a great tech company coming on strong and doing what i call toto which is turn off the oxygen to the other companies that are in the software service category. gilead is great biotech. paychex is a higher yielding company. boeing, aerospace king. charitable trust name and advanced technologies. you say isn't that the same as oracle? no. it is a pure spec. i will allow it. we'll say -- ♪ hallelujah . now to patrick in new jersey. we have a lot of east coast people. >> caller: a big north jersey boo-yah. i'm calling about jetblue, bank of america, apple, gt advanced only the and jcpenney.

>> gt infected a lot of people's portfolios. a little bit of spec. gt is spec. apple is tech. spec and tech, they are different. bank of america is the bank we have stock in. squet blue is aerospace and jcpenney. no one believes me on wall street. i don't care. i sop there. they don't. retail, tech, bank, aerospace, why not? ♪ hallelujah >> i like it. stay with cramer. (vo) rush hour around here

starts at 6:30 a.m. - on the nose. but for me, it starts with the opening bell. and the rush i get, lasts way more than an hour. (announcer) at scottrade, we share your passion for trading. that's why we've built powerful technology to alert you to your next opportunity. because at scottrade, our passion is to power yours.

you want a loan to build you can't do that.ica? nobody builds factories in the us anymore... you can't do that. using american raw materials makes no sense... you can't do that. you want to hire workers here in the states? they're too expensive, you can't do that. fortunately we didn't listen to the experts.

at weathertech we built american factories, we use american raw materials and we hire american workers. weathertech.com, proudly made in america. quality like this...you can't do that. looks like we are getting takeover news. that's all about the e-cigarette we had on.

that thing is the only growth market for tobacco. i think the deal makes sense. williams-sonoma, a fabulous quarter. there is always a bull market there is always a bull market somewhere, i p >> you're watching an industry go from an underground -- what i like to call the "wild west days" -- into a respected, legal, licensed industry. >> there's endless business opportunities. it's like the internet boom. >> do you represent the new generation of cannabis entrepreneurs? >> this is america's new hot industry. >> so, it's always important to make sure that you have high-quality pot. >> with the medical marijuana, you take a hit of it, you're starting to feel, "okay, i hurt, but i really don'te