bf bk the bull won in our street fight. >> oh. >> b.k., bought gold, you should too. >> march vel. >> see you tomorrow. 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 just trying to make you money. my job is not just to entertain but to teach, coach, educate. call me at 1-800-743-cnbc or tweet me @jimcramer. how can i explain today's action? >> yep, they're back. that's right.

washington. with all this horrendous confidence destroying overtones, it's right back on the front business pages. and as you might expect, the market's had to take a tumble, the dow tumbling, s&p dropping .13%. indeed, the "wall street journal's" lead headline, tea party upsets gop number two cantor, took our breath away, caused many a buyer to turn seller. and i can't blame them. did you know that every single big decline in this market since the generational bottom, every gut wrenching bone clenching selloff of more than 5% has been caused by washington. either because the government did something terrible or because people were worried that it might do something horrible. every budget fight has hammered the market, every passage of any tax. every debt ceiling debacle.

every government shutdown. >> the house of pain. >> every missed grand par began, every bit of grand standing. >> sell, sell, sell! >> in fact, every time one of these politicians grabs a microphone -- we seem to go down. on the other hand, think of what it's been like since washington ceased to be a factor. because the politicians started acting like grown-ups, raising the debt ceiling, arriving at a budget compromise, ridiculous as the sequester was, took the prospect of more government shutdowns off the table. just the notion of not having to worry about washington has rebuilt business confidence in this country. the president's been able to focus on foreign affairs knowing he can't get much done with the republican-controlled house. the republicans in the house are checked by the democrats in the senate. no one can do anything. it's total gridlock. and the rate of government spending has therefore slowed. sure, the expiration of

long-term unemployment benefits and the cutback in food stamps have hurt the market, not to mention the former recipients of those benefits. the slight rise in taxes hasn't hurt as much as many thought. although it certainly becomes part in parcel of the lack of stimulus despite stubborn joblessness and stagnant wages. even the federal reserve has receded from view. although the cottage industry of fed watchers refuses to admit it. we know that because despite a strength in economy and tapering of the bond buying, interest rates have stayed stable or trended down, just when we expected them to go higher. wasn't that the drill? and then, along comes this shocking news of the allegedly moderate eric cantor's firing by his constituents. i want you to put aside for a moment that caters a bit of a quizzical fellow. the man i identified as the congressman from "squawk box." played both ends, making tea party noises but taking wall street money. he was unpopular in his district

or he wouldn't have a challenger tea party or not. didn't do as well as the unknown david brat did winning 56% of the vote. that's a trounsing. the fact that brat, admitted tea partier, stunned those who thought the republicans were moving toward the center. maybe it's a little worrisome because the center has produced a lot of the compromises that made it so our economy was no longer hostage to things like a rejection of the debt ceiling increase, which is a default on the great nation's obligations. or the endless lost cause fight against obamacare. like it or not, this lost cause is the law of the land, even for the rejectionists. but take a step back with me for a moment. we know gridlock is good for the market. so do we really care what the coloration of gridlock is? does it really matter how washington ceases to be important? as long as it ceases to be important? yes, we like it to be quiet down there. first of all, though, this is just a primary, maybe it wakes up the moderates. isn't that why the market came

back a little in the end? the economy's in much better shape. even if washington's going off the rails, i think it does a lot less damage. this market has been rallying and rallying and rallying. given we're less than a percent off of all-time highs, would it matter what happened today? time for a breather. maybe we even deserve a breather. june's historically been a tough month. we have a vacuum of information. we sense things are better in the economy but can't be sure. and we know we need our trading partners around the world to show more signs of life. most importantly, valuations have gotten a tad richer without a more current status report of how the underlying companies are doing. in short, this cantor upset was a terrific excuse to ring the register. to take some profits. which you know i'm in favor of. it does make sense in a kind of very knee jerk way, doesn't it? i knew -- i knew i jinxed us yesterday when i turned to my

"squawk on the street" partner david faber and said, wow, that's such a sustainable run because we haven't had to think about washington and the endless destruction of rallies. i didn't see cantor's defeat more than anyone else did. i think the surprise factor won't be o over in a day. once washington gets on the front page of the business papers, it doesn't come off that easily, sadly. the washington portion of the business, they're not going to can those guys in a day. they love discussing wall street. they'd walk a mile for business camera. i'm sure we'll hear plenty of chatter how next year's debt ceiling battle will be a bruiser again as that seems like a cause celeb of the tea party. we're hearing that immigration reform is dead because cantor embraced some form of resolution. i do worry about hostage taking, that's bad for business. but that's strictly a cross that bridge right before we come to it situation. i mean, aren't even on the road to have it happen yet. immigration reform, you might want it, might not want it. but one thing is certain, it

doesn't mean much at all to what we pay for stocks. what we pay for stocks is being determined by the profits of the companies. the dividends, the buybacks they offer and the prospects of their future growth. none of which are inhibited by cantor's defeat. i don't want to ignore some of the other major events around the world, don't want to be considered a pollyanna. it hurt europe's -- we need european stocks to do better. meanwhile, iraq seems in danger of collapsing with the insurgents taking over mosul. many thought it would be able to double the oil production in a short period of time if peace maintained in the fragile state. however, that does make the oil companies that i jabber endlessly about, the ones, makes them even more successful. better opportunities. hence the rallies, and here we go. you know what, i don't mind. not everybody just tunes in every single night. why not say the biggest winners i've ever had on the show.

pioneer national, eog, simmerex, continental, and let's throw in anadarko. but in the end, i say use this breather as the pulpback thlbac allows you to put money away. we go for longer term themes, aerospace, best e commerce plays and oil and gas. don't be aggressive. washington stuff can't go overnight. so let me give you the bottom line here. once again, i want you to stay the course. find the bargains, slowly but surely pick the best of the best as washington gives you still one more opportunity to buy stocks on sale. even as the companies that back them are doing just fine. thank you. lowell, ground zero, lowell in virginia. lowell. >> caller: thank you, mr. cramer, for taking my call. we represent a foundation called l project yellow light, trying to get youth to do a one-minute

film on why you drive correctly. we constantly watch you and see that you have a charitable trust. and our desire to continue to fund our scholarships even though we have sponsors. we looked at boeing today and wonder whether the coal and the challenges that coal is going to face is going to raise the price of fuel, which will be challenging for airlines and thus boeing having a hard time. we want to -- we want to have stocks that five years from now we will look back and be glad we purchased. >> perfect. this is perfect. first of all, it's great you spend that much time doing charity work. i appreciate that. let me explain what happens. boeing, first of all, does better. we had mr. mcnerny on. it goes up slightly, it does better. second, there's a seven-year backlog of boeing planes. third, we know that the

company's doing incredibly well because we keep seeing all the companies that keep trying to buy their planes. i think boeing is an opportunity now. i said yesterday, the stock was acting funky. i want you to buy it. could it go down another buck? $130 stock. boeing, you're in great hands with boeing. all-state, too. but boeing's the one. let's go to matt, sweet home alabama. matt? >> caller: hey, jim, war eagle, alabama. >> war eagle. wow. bucket list, you've got to get to these places. and by the way, notre dame, another one i've got to get to. >> we'd love to have you. >> thank you. >> caller: all right. with the fed looking to raise interest rates of the near term future, i was wondering what you think about taking regions financial. >> regions, i like regions. regions financial is doing very well, and i really like the

stock. it used to be much higher. all right. from pennsylvania avenue to wall street to main street, washington's back in the picture, cramerica. please don't let it scare you. it was so small. you know what, use the breather as an opportunity to slowly but surely pick up the companies just fine. stop being scared. if you were scared today, bad. on "mad money" tonight, have an iphone or ipad? well, then you already own some of micron's technology. but is now the time to own its stock? and while one could keep your portfolio in good shape, the other one belongs in quarantine. i've got the answer. plus tax time may be over. but should you spend your refund on shares of h & r block? why don't you stick around with cramer. 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. ♪ ♪ ♪ great rates for great rides. geico motorcycle, see how much you could save.

in a we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - 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.

the scars from the great recession are always with us. i think we refuse to acknowledge them. got a classic example. today in micron, a stock that rallied 5% because of a bank of america/merrill lynch analyst upgrading the big semiconductor company from sell to all the way to buy. first, that's an astonishing turn. the analyst unrelenting all the way up, fought it tooth and nail with the same logic. prices had to collapse for what's basically a commodity product. micron makes drams, which are pretty much found in every personal computer. and the dram business has had a terrible reputation as a boom and bust industry. that's because when demand picks up for personal computers, average selling prices go higher for these kinds of chips. when the selling price goes higher, someone breaks ranks and begins to build out new capacity

to meet that demand. just like you may have learned in econ 101, prices initially go to equilibrium and begin to plummet as companies open factories to get a good return. suddenly the good return becomes a terrible one and stocks, which had been rising all along get crushed. in some ways, i can't blame him at all. many have contended this cycle where prices have stayed steady is on the last legs. one of the manufacturers is going to blink again because they always blink. and the newfoundries will come online. every time i've said something positive about micron, i run into this logic. i'm always reminded about what happened in 1995 when the stock went from $9 to $47 and right back to $8. or what happened to the stock again in 2000 when it took a dizzying $29 to $27 run before plummeting back to $6. both times by increased

capacity. however, turns out that this time, really was different. after bottoming october of 2012 of $5, hitting $31 today. one of the reasons it's run so hard, has to do with a great recession, the aftermath and the mindset. you see, there used to be many, many competitors in the dram business. including japan and two large companies in korea, as well as micron. however, because of capital constraints and the long-term decline of personal computers, the major japanese companies combine into one entity. then collapsed only to be rescued by a $2.5 billion buy. the collapse took out a huge amount of capacity and left pricing firm. chose not to build capacity. they did that in part because of the negative mindset of the great recession. where every manufacturer is afraid to expand.

every quarter since the micron lp, the deal closed a little less than a year ago. but thanks to the lack of new capacity, we never saw a collapse in pricing because there was no new supply. now, ever so suddenly as the stock of intel would tell you, we're getting insurgence in demand of devices that use drams. another positive piece on micron. that means prices are actually rising for these commodities as the cost of making the chips is coming down, leading to a potential explosion in earnings. no doubt because his mindset like many others remain rooted in history, not the present. the bottom line, everyone's cautious. and that's how you get such a wonderful multi-year move in micron. which had always been a heartbreaking stock until alas, the competition ended and the great recession changed how people think about business. perhaps for a generation to come. can i speak to brad in louisiana, please, brad?

>> caller: boom shockalocka, boo-yah. >> good call. what's up? >> caller: well, i started watching you around katrina when i was stuck in houston. i picked up some hxl at the time, and i sold 2/3 of my position and hanging on to about 100 shares right now. >> i think you're in good shape. going down with boeing. and this is a long-term play as we're going to need more aerospace, more planes, hxl is part of that. congratulations, by the way, for taking profits. we love that around here. things have changed in the market. the scars of the great recession are still with us. what can we learn from one analyst's change of heart? everyone is still cautious! and that, my friends, is what's causing this multi-year move in the stock. much more "mad money" ahead. gnc and vitamin shop, two stores at war. they're supposed to keep you

healthy, but one stock could be downright hazardous to your health. stay with cramer. you know how i feel about making friends. i could care less. but family, that's a different story. >> boo-yah, jim! >> on june 13th, we're celebrating our seventh annual special, "mad money" it's a family affair. if you want to join cramer in studio for the special event, head to madmoney@cnbc.com to sign up for free tickets. >> the family that invests together, stays together.

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i think it's time to revisit the vitamin stores. especially the epic clash between gnc and the vitamin shop. roughly a month ago, both companies reported with gnc coming on may 6th, and the very next day on may 7th, judging by the performance of these two stocks, you would think they both delivered horrible results. given that gnc tumbled 15% and vitamin shop dropped 5%. you might draw the conclusion that the whole business selling vitamins, nutritional supplements had fallen through the floor. but i think that conclusion is mistaken. what we're really seeing now is

actually something that's happened before. and it's not that the entire vitamin store industry is doing horribly. no. the reality is, gnc -- gnc is doing horribly. when vitamin shop reported it actually delivered terrific results, crushing wall street's expectations despite the awful first quarter weather, the traction their business is getting, but because gnc is the larger player and the reported before, the pin action -- from gnc ended up knocking down vitamin stock and caused people to dismiss the company's positive results. by the way, we saw this exact same dynamic when gnc reported a terrible quarter in february that took down both stocks. but in february, vitamin shoppe reported two weeks later, not the next day. and and the stock came roaring back! this time, though, because

coincidence. because it reported roughly the same time as gnc. vitamin shop, terrific numbers have gotten lost in the shuffle. and everybody's treating these companies like they're exactly the same. when the truth is, they're anything but. yep, gnc and vitamin shop couldn't be more different. gnc is clearly struggling to execute and they posted two breathtakingly bad quarters in a row, hence why the stock is down 36% year-to-date. but vitamin shop is cruising along and delivering on all fronts in able and consistent manner. or to put it another way, gnc, once one of the best of breed is looking more and more like a broken company. vitamin shop simply has what i view as a broken stock different from a company. one that's being held back from the weaknesses as the competitor even though it deserves to go higher. you know what, that's your opportunity here.

let me ask you a question. how is it that gnc is doing so poorly while vitamin shoppe is doing just fine even though they're in the same industry. why don't we start with gnc, a company that's still beloved by the analyst, despite the multiple disappointments as the stock currently has six buys, seven holds and a single sell on it. for a long time, the company and the stock were incredible performers. in 2013, gnc gave you a magnificent 75% gain. but back then, the company was consistently delivering same-store sales in excess of 5%. in its latest quarter, gnc same-store sales, holy cloud, they declined .7%! and while management blamed that lousy number on bad weather and a lack of new product catalysts in vitamin and diet products, some of these exacerbated by negative media categories. i think that explanation, let's say it looks a little silly, maybe questionable. when you consider the vitamin

shop managed to deliver a 3.6% increase! increase in same-store sales with the same weather. unless it was sunny on their side of the street. no, basically the same products, same negative media reports and these guys did so much better. clearly, there's something wrong at gnc. and i say this as someone who has liked and recommended the stock before it went public in 2011. but when gnc missed numbers in february, i believe them when they said the problems were one-time issues that would go away. fool me once, shame on you. fool me twice, shame on me. beyond that, i, along with many others believe that gnc, new loyalty card i talked about on the show. the new loyalty card rollout would be a big deal. yeah. as management really talked up the strong results from the test markets, the first quarter was supposed to be the defining moment. instead, the results -- really, so far have been pretty darn

unimpressive, which is a real problem given how much emphasis management and the bulls have been putting on this thing. all that said, gnc has come down so much that maybe i wouldn't short it here, stock's only trading 10 times next year's earnings estimates. i wouldn't be a buyer, either. it's become too darn inconsistent. vitamin shop, on the other hand, is actually in terrific shape. and i think that pin action has created a fabulous entry point. probably down a little more when the market gets hit tomorrow off the cantor stuff maybe. it's wrong to extrapolate because these are very different companies. not just because gnc has 8,500 stores compared to vitamin shoppe's 660 locations. that's just the tip of the iceberg. the revenues inched up 1.9%. vitamin shoppe revenues by 10.3%. booming internet business, that was up 17%. not only that, but vitamin

shoppe's business is far more diversified than gnc's with a much broader array of offerings. huge exposure to the diet business. and while that was terrific last year when diet products were on fire, this year, the whole segment was broken down, which has hurt gnc, but done much less damage where diet products are a tiny piece of the mix. it hasn't gone totally unnoticed a bank of america, merrill lynch and barclay's upgraded after the quarter. but beyond them, it's been almost entirely overlooked. it's still trading about 50 cents below where it was before gnc blew up. i think vitamin shoppe is headed higher here as more people realize this company has its own story. different from these guys. and this story is going well. when the company came public in 2009, it was about rapid new store growth. these days, vitamin shoppe has plenty of room to open up new locations. but it's also got the fast-growing e-commerce business. the company's developing and

marketing its own proprietary private label brands which i've taught you carry much higher margins than the big national brands. private label, 25% of the products. management believes they can get that figure substantially higher. meanwhile, vitamin shoppe has tweaked the format so the new stores have about 20% less square footage even as they have the exact same product offerings. now, two days ago, we learned that vitamin shoppe was buying a contract manufacturer of vitamins, minerals and supplements called nutriforce nutrition. all cash deal. even though this was a small acquisition, i think it's a telling sign that vitamin shoppe is moving toward vertical integration, which will allow the company to lower procurement costs, bring new products to market faster and protect the proprietary formulations. how about this stock? trades 15 times next year's earnings estimates. i think that's pretty darn cheap. got a 14% growth rate. that makes it a buy.

here's the bottom line, don't let the weakness at gnc confuse you into selling the superior competitor, vitamin shoppe. think of it as an opportunity and stay away from gnc. that one's in the penalty box until management can deliver a good quarter. although, like with the new york rangers, soon it might not matter. tim in california. tim? >> hey, cramer. >> yes. >> i'm long on sjm. the company's been very good to me. i'm trying to spot the top. >> i like that group so much. and there's so much consolidation going on that i am not -- and normally, because i didn't like -- i liked this quarter, i didn't like the previous quarter. i don't want you to sell it. i think there's a lot of value there. let's go to sonny in illinois. >> caller: hey, jim, sonny from chicago, illinois. love your show and your new book. >> oh, my. that's a sensational recommendation, although didn't include the restaurant. go ahead.

>> all right, buddy. i've been watching on the pullback, they have a pretty nice dividend. what's your thoughts on rrd? >>. >> they're reinventing the company. i'd love to have them on the show, get a little sense of what's going on new lately. that would be good to have them back. r.r. donnelly, surprised that thing's come down 20%. we've got to do more work on that. i'm going to do more with a 6.4% yield. let's go to john in texas, please. john? >> jimbo, boo-yah. let's talk about products. new management, restructuring, talk to me about it. >> i don't like it. i think that it's still too challenged. i want to upgrade it so much. talked about it with my writer friend at the street. and i keep saying, i've got to because i like mccoy, but i can't pull the trigger, i think there's structural problems at avon. i don't want to touch it.

gnc and vitamin shoppe. one of these is not like the other. don't let gnc's weakness scare you from the business as a whole. vsi is still good for you. there's more "mad money" ahead. h & r block just shattered the quarter by helping america shell it out to uncle sam. should you spend your refund on the stock? i'm talking to the ceo. stick with cramer.

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ordinarily, it's not the time of year when i'd recommend buying a tax preparation company. but 2014 is not an ordinary year. and h & r block, the largest tax repairer in america is not an ordinary company. i'm not saying this because they reported a fantastic quarter this morning showing that they had an excellent tax season with the company earning $3.29 per

share for the quarter. that was a 6-cent earnings beat on a higher than expected revenue that rose 16% year-over-year, hence why the stock rallied $1.42 or 4.6% on a really terrible day for the market. no, i've adored and continue to adore h & r block because the company's selling off the internal business bank in a deal that you close this september. why does this matter? because until this bank is going, h and r block, puts restrictions on how much cash they can return to shareholders via dividends and buy backs. once the business gets sold -- a monster return to the store for those who own a stake in this company with a market cap of about $8.8 billion. i think it's headed higher. don't take it from me. let's check in with bill cod, the president and ceo of h & r

block. mr. cobb, welcome back to "mad money." >> jim, thanks for having me back. >> good to see you. >> how are you? >> last time you were on, i talked about something -- i typically don't do this. you had an ad campaign. >> yes. >> and usually they don't move the needle. this one did for you guys. >> i've got my bow tie on as you recall. >> yeah. >> i wore that back for you. >> get your billion back resinate. >> yes, it did. did two things for us. one, clients, customers, consumers all fell in love with it. we had very high awareness quickly, associated with h & r block, our numbers off the chart. but the great thing it did for us was galvanized the system. here was one of their tax pros who became the spokesperson for the brand, cute little guy with the bow tie. and every office i went to, people were fired up and we had the cutouts of him. it worked out to be terrific. >> i was going to ask you about everything you say -- you say every office. you have a lot of offices. you have a big bricks and mortar component that's working. >> it is working. we have about 10,300 offices.

you know, what we do as a company is we have -- we assist people in preparing taxes or let them do it themselves. our principle is we want to serve clients the way they want to be served, so we cover the entire market. >> you made some things very clear. you use a phrase a layer of complexity, which, of course, involves affordable care that may be the key metric of your company. the more layers of complexity, the more we need you. >> i think what happens is we've been in this business going on 60 years now. we understand how to adapt to all of the tax changes come continuously. what's coming up for next tax season with the affordable care act is the biggest change to the tax code in 20 years. our scale, our knowledge, our tech institute allows us to prepare accurate tax returns. >> it would mean if done right, money back, if done wrong, what happens? >> well, it means a couple of things. one, it means that you have to reconcile. if you take a subsidy, and that's the wrong word.

it's an advance tax credit that you get, you then have to reconcile that against your actual income when you prepare your taxes. that could be a plus or minus. and if you actually did a good thing and earned more money, you actually will have to most likely deduct off your refund that amount. it's very complicated, consumers are still very confused about this. we understand this law, i think better than anybody. we'll be prepared next tax season to be able to help people navigate through this. >> two components to everything i liked today. one you said was true. but the second, we're just getting closer and closer to this. what you even say. you're actually -- your cfo talked about the return of capital. and your cfo is basically saying there is going to be a big sum. have you thought about how to do it best? because this is the most important thing for a lot of people who want this stock to go up right now. >> yeah.

and, of course, we've thought about it. we're not ready to announce that specifically. what we tried to do today in the earnings call was give an -- give specifics around. because there's really two components to the return. there's the excess capital that will be freed up by the bank sale. and also, the capital that we've accumulated over the last couple of seasons. >> great. >> we think that's in the neighborhood of $1 billion worth of excess capital. on top of that, our board has agreed we will incur incremental net debt so the two in combination should have a very nice return of capital. >> that was a surprise. listening to the comments, mentioning our call discussed. we expect to have considerable amount of excess capital on our balance sheet. typically companies are -- i'm not saying this is not promotional at all, but this is an extraordinary percentage of market cap that is cash. >> yes. we have $2.2 billion in cash right now. part of that is because we have not been able to return capital to shareholders, except for dividends, which we're about to issue our 207th consecutive

quarter. so we've accumulated a lot of cash. and that is an important component for shareholders, and we have been shareholder friend lip since i took over. we bought back 12% of the stock, raised the dividend 33%. >> last question close to home. i think this is important. president, administration, want you involved with the student loan partnership. one of the biggest drags on our country right now. >> this is over $1 trillion in student loan debt. we have taken on a program called dollars and cents, which is all about advancing financial literacy for teens. we are about to expand that. next year, we're going to have a game-based challenge for kids. we're going to give out more than $3 million worth of scholarships to kids. we're going to make it a game. that's the best with kids. >> yes, it is. >> and to give us a significant amount of money per kid, they'll compete, and it'll be to try to help in a small way to do this. but really, what will be the good thing for every kid who participates, they will learn a lot, they'll have their own budget, pay bills, et cetera.

more to come on that. >> biggest drag maybe for the next 20 years for the economy. that's great you're doing that. bill cobb, president and ceo of h & r block. you'll understand why i'm so excited if you read this conference call. don't move, "lightning round" is next. i make a lot of purchases for my business. and i get a lot in return with ink plus from chase. like 50,000 bonus points when i spent $5,000 in the first 3 months after i opened my account. and i earn 5 times the rewards on internet, phone services and at office supply stores. with ink plus i can choose how to redeem my points.

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it is time -- it is time for the "lightning round" on cramer's "mad money." what's that about? rapid-fire calls. you say the name of the stock, i tell you whether to buy or sell. my staff prepares the graphics. play until this sound and then the "lightning round" is over. are you ready ske-daddy? it's time for the "lightning round" on cramer's "mad money." starting with jerry in new york. jerry? >> caller: jerry in new york. jim -- they were good and nothing's happening to the stock. what do you think? >> i think you're fine. we did a lot of work on it, we like it. it should have moved up today candidly. a lot of hot money in the thing, but i'm sticking by sandridge. david in florida. david? >> caller: boo-yah, jim. >> boo-yah, david.

>> caller: i've recently sold about half my positions of bank of america and purchased bristol-myers and at&t. >> bristol-myers, everybody's upset it fell from $53 to $46. me and stephanie, we think it's fine. it did not have a great so-called asco, presentation for the american society of oncologists, but here's what you need to know, dividend is safe, things in the pipe, i'm sticking by bristol-myers. let's go to beth in california, please. beth? >> hey, jim, i'm a huge fan. >> thank you. >> tell me about safeway. >> we're done with that one. finished with it. ca-ching ca-ching. we like kroger! i need to go to bill in new york. bill? >> hi, jim. >> bill. >> i'm calling from binghamton, the southern tier of new york. >> oh, cool. i know where you live. go ahead. >> thanks for all your help, jim. helping us understand this marketplace. >> thank you. >> what's your current opinion on a reasonable bank in the

recent past? huntington bank? >> that's a terrific bank. we've recommended that bank for so long and i stick by it. and let's be honest, i have to tell you, key bank is still my fave, but i like hband, too. i need to go right now to joe in my home state of new jersey. joe? >> hey, hello, cramer. yeah, it's joe here from nutley, new jersey. >> home of our friend martha stewart! >> that's right. >> what's up? >> caller: yeah, i was at your book signing back in february. >> wasn't that fun? everybody showed up for that one. words is owned by a guy i coached against when i was a peaceful, gentle coach. >> caller: okay. here's my question, i bought orexigen therapeutics, i had a nice profit, i didn't sell. i came down $1 a share today. it's still on the upside for me --

>> joe, i'm not there with that one. let it pop back to six, maybe take some profit and get out. i'm not there on that one. i'm not crazy about it. i do need to go right now to george in my old home state of pennsylvania. george? >> hey, boo-yah, jimmy. great work you and your staff do for us small guys. >> staff is fabulous. go ahead. >> caller: i own baxter international. >> baxter should be higher! i want you to buy baxter. i'm surprised it hasn't reacted bigger to the split up. i recommended them doing exactly in "get rich carefully" what they've done. i think that stock's too cheap. but i need to go to tom in north carolina. tom? >> caller: boo-yah, jim. >> boo-yah, tom. >> caller: found a company called greenbrier. >> i think trinity may be a little topee. and if that's the case, it may not be that good.

there are problems in the red -- little -- rail cars are too high is what i'm saying. i think rail car prices could come down next year. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. all on thinkorswim predibut, manufacturings a prettin the united states do. means advanced technology. we learned that technology allows us to be craft oriented. no one's losing their job. there's no beer robot that has suddenly chased them out.

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this market's full of pitfalls, but i'm teaching you to avoid them. it's easy to get caught up in

rumors surrounding the next big takeover candidate. let's say you're so sure about xyz being the next hot stock, you probably want to throw everything you have at it. sure bet to beat a buyout. then things fall through and you're left in -- >> the house of pain. >> that's why each week we play am i diversified. you call me or tweet me politely @jimcramer. tell me your top five holdings and i'll let you know if you're diversified. why don't we get started with dave in california? dave, you're first up. >> boo-yah, jim, from west los angeles. >> i used to live there. lived on norton. >> oh, i know it. >> thank you. >> anyway, thanks for answering all of these questions, especially about being diversified. >> of course. >> here's my top five. ge, vtr, s.a.n., yn and lynco.

>> wow. okay. we know -- this is a very interesting -- it's got really good yield here. i really like this. we know we think -- we've got to get deb on, she's terrific. that's a health care reit, okay. i told you when it was at five, six, it would be -- i think this stock is not done going higher. i still like santander. and we've got ge diversified with a good yield and actionalertsplus.com names. what we have is a health care play, we have a bank, we have a forestry play, an oil and gas play, diversified industrial. that's kind of exactly what i want. why don't we go to joe in massachusetts, joe? >> jim!

big boo-yah! >> oh, i love this. go ahead. what do you got? >> caller: my five stocks are blackstone, suncore, delta, verizon, and coke. nice mixture of yield and growth! you know i like that. blackstone, long time recommendation, private equity firm selling off to hilton, looks good. coca-cola, i think the quarter was maybe a resumption of growth coming, i'm not sure, but looked okay. the beverage, delta, the airlines got hit, everyone runs to them immediately. i run through them like the airlines. verizon, what a fabulous yield. suncore, we have energy, we have telco, private equity, it's called finance. we've got beverage and we've got ae aero. how about gary in maryland. gary? >> caller: boo-yah from maryland, jimbo. >> i'm liking that entirely. what's up? >> caller: hey, what's going on?

hey, got a roth i.r.a. i got everything on dividend reinvest. i got a kid on the way. let me know if these are good to hold for the long-term or if i need to make some changes. >> okay. >> caller: all right. general electric, johnson & johnson, jpmorgan and newstar energy? >> wow. okay. good yield here, again. but you'll see -- no, i'm okay. i'm okay. johnson & johnson, two actionsalertplus.com, jpmorgan bank, i see the stock sneaking back up, looks good, nice update, the update is fine and in line. diagio the liquor company, i think it's great. nustar, nustar energy, good yield, 7%, ge 3% industrial. it's oil, it's industrial it's bank and it's drug. you know, wow, everybody really

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blowout quarter, don't miss an "american greed" exclusive. an interview from behind bars of the master mind of the financial fraud case. fraud case. its former ceo russell >> in this episode of "secret lives of the super rich"... >> any millionaire can own a supercar these days. this guy's built a powerboat modeled after his new lamborghini. >> you have to experience it. >> oh, boy! this is what happens when a trekkie becomes a multimillionaire. [ air whooshes ] that is cool. going on a vacation that's lavish, even for the super rich. >> we've had many, many, many, many million-dollar trips. [ animals roar ] [ cork pops ] >> it's the ultimate access, with the ultimate insider. [ echoing ] money. power. and the secret lives of the super rich.