>> cbi, poppycock. >> i'm melissa >> 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. [ applause ] 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 not just to entertain you but to educate you so call me at 1-800-743-cnbc or tweet me @jim

cramer. >> once again people are paying way too much attention to janet yellen and way too little attention to what's actually happening at the companies themselves. that does not help us understand what's really going on with this market made up of stocks on a day when the dow gained 15. s&p 50 up 18% and nasdaq dipped 8%. in a world of people that like to apine endlessly about the interaction between the government and the stock market. i know i'm a throw back todays when we looked at what individual companies were doing and how those actions impacted their stock. but just because i'm old fashioned doesn't make me wrong. those that blabber about how stocks are artificially elevated because of the fed and thus destined for a fall literally kept you out of the market. my methods have kept you in.

remember my essential premise. before equities became commod y commodities we used to recognize the power of individual companies to effect their own stocks. i still believe kpaning the company and how it actually executes and matching that execution against what wall street's expecting remains the best way to predict where an individual stock is headed and the best way to score points in this game. sure, a wave of futures buying or selling can bring stocks up or knock them down but we settled into a period of decreased volatility. knowing what a company is up to and doing the homework and recognizing the prevailing trends has become far more important than trading the ebb or flow or gestimating what the

futures will do. i have two perfect exams. on the average it didn't move much. there were some gigantic moves underneath that you could have caught ahead of time using my logic. first, is starbucks. here's a company i admired for ages and have been recommending ever since howard scholtz returned after the president and founder took leave. i don't know if you noticed but for the last 8 months this stock has been marking time. it's been doing nothing. in part because coffee prices are up a great deal. 44% this year alone and in part because classic growth stocks have gone out of style in wall street and the fashion show we play out there every day, at least for the moment. yet all through this period when starbucks the stock has been lost in the wilderness, starbucks the company has been doing magnificent bold and

beautiful things. they have expanded their menu and commence to beer and wine. they have begun the aggressive roll outs anchored by a brilliant marketing decision. they started adding charging tables to the store. who doesn't want their cell phone charge. causes you to linger and spend more on your third place between home and work. they have given their employees access to a tuition free college degree from arrests state's online program. they have refined mobile payments to where they're so far ahead of the competition i think they'll be untouchable for years and years. it's so good he's removed himself to focus on the technology of his stores. i bet they'll end up licensing that tech for billions of dollars. all of these initiatives make starbucks a much better company. one taking share and taking price hikes if it wants them but none of this mattered to the

stock because investors and analysts are assuming it's too expensive of a stock. there's been a lingering perception because of the rising price of coffee that numbers will have to come down and not up when the company reports. in fact, sentiment had gotten so negative of late that we have been seeing a quite shave down of expectations for starbucks for months on end now and that's why when ups upgraded the stock today saying output even stronger, it worked. it jarred potential investors into realizing that maybe things are finally better than expected. now the coffee prices have, indeed, fallen 20% since april yet the estimates failed to reflect what might be a bit of a wind fall. they don't even reflect the price hikes starbucks has put through to offset higher coffee costs. i say a bit of a wind fall because the whole time coffee

prices were rising howard was telling me and our show not to worry. it wasn't his first rodeo with higher coffee prices and it's not even a 10% expense. it's been much to do about next to nothing. however, what's so fabulous about this upgrade? really terrific piece, he's able to weave all of those positives i mentioned earlier compelling entry point with limited down side risk. the portfolio managers love to hear that. it's magnificent timing. that's why it rallied up $1.67 in a session. speaking of execution expectations, how about the second example from today's session. the curious case of the rally in kroger, kr, nation's number one super market chain. we all know that the super market business has gotten real tough of late with target and wall street, the dollar stores,

costco and whole foods sprouts farmer's market, fresh market and the german interloper trader joes duking it out. because we've seen so many disappointments in this space, and because kroger stock had been very strong nearly 20% going into this quarterly report, the expectations had gotten super negative with lots of analysts and their short selling buddies believing a short fall was imminent. that's why when kroger reported spectacular numbers today and raised guidance dramatically it created a jaw dropping impression that lead to a 5% balance on an all time high. when i interviewed kroger's cfo to see how it was possible to see how his company was doing better than everybody else, he said huge gross margins meaning that the store makes more than selling the premium name brands

and natural and fresh had allowed them to beat the expectations. it's just that nobody seemed to expect that kroger would simply out execute everyone at a time of rising food costs and seriously strapped consumer. now both starbucks and kroger are big household names known to everybody. they're places where people eat, drink, and shop. but they're executing perfectly in a slow growth environment and people, analysts, investors, whoever are just way too cynical, jaded and skeptical about their prospects. yet, here's the bottom line people, the complacent negativity is at the root of these two rallies as it has been with stocks that aren't supposed to be happening. the only things that matter are fed policy and the ups and downs of the overall s&p 500. let starbucks and kroger be reminders that individual companies matter and their managements matter more than

ever. let's take a question, sir. >> hello, jim, we're jeff and kathie harvey from new jersey. after 30 years in the defense minister we were victims of the sequester last spring. not a totally bad thing. we got to ski in british columbia. >> all right. >> we both still have major holdings in our 401(k). question is, what do you think about gd in the future and also the future of the defense industry as a whole. >> three comments. first i don't ever encourage anyone to have more than 20% of one company in their 401(k) because i fear that. second, general dynamics great company. going to go higher. third, the defense is lean, mean and going for years. management matters more than ever. case and point, starbucks and kroger. forget the world cup. you want to keep your portfolio steady cramer's cup is all you need to watch.

i have a stock that can be compared to brazil. and then the company behind massive catalog is up 40% this year. is there more to come for restoration hardware and amazon t stock was a big buy today, don't miss out on who it is. stick with cramer. [ applause ] 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. (mother vo) when i was pregnant

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nutshell. stock i've been behind since it came public a year and a half ago. never waivered. this is the luxury furnishing retailer at a time when so much retail is threatened by the internet. it's reinventing the whole concept of what it means to be a bricks and mortar retailer. galleries, gorgeous, place where is they can show case their incredible merchandise and it's moving to other stores. huge flag ship style locations. they have an incredible catalog, 3300 pages mailed once a year. and run around the internet because they know all websites are creating equal and equal they have to show consumers it's a dominant player with a massive assortment of beautiful products and you can't do that on the internet. a blow away quarter. full year guidance, a conference call that took my breath away. this stock which had been flat lining for a year shot up 12% in

a single session. it hasn't looked back since. i don't have to tell -- you know, right now i'm going to tell you this, this is not a flash in the pan. i think this story has legs because management has an incredible vision like none other i've ever seen in retail. let's check in with the most inventive person in retail today. gary friedman, hear more about his vision and what's in store for this great company. welcome back to "mad money". >> glad to see you. >> thank you. >> something unusual. someone told you might be the most misunderstood company on wall street. why is that? >> i think people like history and people like data but if you're only looking backward you can't look forward and what we

like to say is inside our company is vision is everything. if you want to destroy today's reality to create tomorrow's future and we're doing things very differently. in some cases that makes people uncomfortable. sometimes it's scares people. and i think we're trying to frame what can help people pick up the bread crumbs and pick up with our story. we're restless and always improvising and adapting. so it's a moving target for people. >> that's the attitude about the start up. >> it is. >> we think of ourselves as the $1.6 billion start up and i think i had a board member saying one of our last conference calls, wall street doesn't know what to do with the $1.6 billion start up. it's hard to put into a model or a spreadsheet when it's constantly changing. so from a company point of view,

it's misunderstood. >> when they look at what you do, the first reaction is this stuff is expensive but in the call you talk about the quality of merchandise and how you actually offer the best for less which is something most people can't get their arms around. >> and i think that's true. value has to be looked at. what's the quality you're getting and the combination of design and quality relative to price is going to say what value is that and we are in many ways disintermediating a very fragmented market in the luxury high end where there's mark ups and someone is buying it and selling it to someone else and i think we're the first ones to bring a scale to this business. when we look at this industry, we say, there's those with taste and no scale and there's with scale and no taste.

and what we're trying to do is scale taste. >> at the same time, you're also perhaps the first company that i've seen who recognizes the bricks and mortar you don't have to give up on. >> not only should you not give up on it but i think the industry is misunderstood. i was asked to speak at the conference awhile ago for cim which is a big real estate investment trust and share my views on retail and it had a slide that had a headline that said it's not about the internet and it showed the sales of the internet and where it's going and the fact is only 8% of retail sales are done online. and what i would say is nobody is talking about the 92%. so everybody is putting their focus on the 8% and that's where all the creativity is going. it's very transformational and it's going to continue to be important but the fact is we like to say it's not about the

internet, it's about the lack of imagination in retail. so if you look at anchor stores or mall stores, they're basically arcaic windowless boxes that lack any sense of humanity. they were built for a different generation and convenience. we're a more sophisticated society today. if you think about a department store. there's no windows, there's no natural light. there's no fresh air. plants would die in a department store. they're under fluorescent lights and humans are not -- if a plant dies in a department store, what does that mean for everybody else? so we're trying to bring a level of humanity into retail and create a level of excitement and interactivity that the internet cannot do. >> right. okay now the other thing you reinvented was, i have to tell you, it comes to the house. i have a bad back. i had to wait for somebody else to lift it. it is 17 pounds, the stock is up

$17. pound-for-pound one of the greatest investments. but i put it here as a bar bell. you said there have been very few complaints. it a topic of conversation. would you do it again in light of the fact that some people on social media were saying it's too heavy. >> sure. for one, i think we never do the same thing over again, right? we always try to look for ways to do things better and honestly we apologize if we sent the books to people who weren't interested in the books. that's not our intent obviously. we don't make money that way. it's not good for our company. it's not good for anyone. so we're going to get better and think about how we distribute it but what's important about the books today for our company, we spent 10 years doing what we call merchandising beyond the four walls of the store. so sizing our assortments to the market and not limiting them to the stores. all of our stores were built for an old restoration hardware. so what we have been able to do

is use the source books and use the web. a lot of people say why do you need a source book in the day and age of the internet. well, if you stand back, right, for one, the internet is an invisible store. you don't walk by it or see it. nothing comes to you. the other thing it's the most democratic platform in retail today where, you know, every store, holly's home store looks as big as restoration hardware because we both have the same front. so someone would have to click 10,000 times to really understand how much bigger we are. so the source books are the only physical manifestation of our brand in the market. and it's important. >> that makes a lot of sense. it's the real thing. it's early on. it's very early on in the history of restoration hardware. congratulations on a great quarter. that's restoration's chairman and ceo. just because it's up 17 it's not over by a long shot. after the break i'll try to make you more money.

put her there. >> coming up, goal oriented. last night cramer called out a beverage giant with a big business south of the border. but tonight he's bringing out what everyone wants, more beer. but which brewery is big enough to be compared to soccer power house brazil in stick around to find out when cramer's cup continues.

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when folks think about wthey think salmon and energy. but the energy bp produces up here creates something else as well: jobs all over america. engineering and innovation jobs. advanced safety systems & technology. shipping and manufacturing. across the united states, bp supports more than a quarter million jobs. when we set up operation in one part of the country, people in other parts go to work. that's not a coincidence. it's one more part of our commitment to america.

[ applause ] now that the world cup is in full swing, every day this week we're playing our own version of stock soccer. with cramer's cup where we highlight my favorite stocks from the countries that look the strongest so far at least. we visited, we've gone to the netherlands and taking a look and took a trip across the southern border to scout constellation brands surging off it's mexican beer business. tonight we go to the host country, brazil with the world famous football team. their kind of football is different from ours but i can't bring myself to say that anyone in brazil plays soccer.

despite their disappointing draw with mexico they're still in the driver's seat with the 3-1 victory and brazil needs to win monday to qualify. considering their track record so far it should be easy as pie although that's just based on what i'm saying. it's just hearsay because unlike everyone else i didn't stop working midday yesterday for two hours to watch them play. the only question is what's more remarkable? the brazilian team or his hair style. sometimes i feel like being bald is a bit of a blessing. let me tell you about my favorite stock with brazilian roots because i don't care for the brazilian stock market as you know that i think has what it takes to win cramer's cup. i'm talking about bud for your home gamers. here's the thing, bud, the world's largest brewer, 25%

market share around the globe and 200 brands including 17 that each generate over $1 billion a year in sales. it's though the exactly a brazilian company. give me license here. you see it is a belgian brazilian multinational with it's headquaters in belgium but as i mentioned it's got real brazilian roots. it's a combination of a long history of mergers. it goes back to the merger between brazil's two largest brewery to create a company called ambev and then interbrew and then merged to form them and they bought bush, the company behind budweiser king of beers and that's all she wrote. those of you who are of age are familiar with the company's brands. let's go over them. we've got stella, i know you thought it was german, we have

michelob, this show is made from michelob. many others including rights to corona and it was especially sold last night. remember i told you that consolation brands killed it with corona but they only have the u.s. rights to those brands? they still control them in the rest of the world. it's just that our justice department forced them to sell the american business for any trust reasons. even if you're selling these last year, though, they still have nearly 50% market share. the u.s. beer business, wow and even greater market share in brazil and other emerging markets where they drink a lot more beer than we do. not only that, but this is one of the few companies that actually benefits directly from the world cup. budweiser is the initial beer of the world cup. you want to know how powerful this company is? all right. in brazil, it's actually illegal

to sell alcohol at sporting events for public safety reasons. it's un-american but this is unbrazilian because a government finds a lack of booze tends to prevent riots. but because budweiser is a big sponsor of fifa, the much criticized organization behind the world cup they forced the brazilian government to suspend the law for the tour ration of the government. that's right, the combination is so powerful they get to right their own legislation. can you imagine miller doing that? can you imagine a lame pa getting that? i don't think so. it's legal to sell them at world cup matches in brazil but not just any beer. talk about government of by and for the corporation. but why am i recommending another beer company for my cramer's cup competition? in part it's because i like drinking beer. but, no, it's more likely

because i like the business of beer. governments and civilizations, they rise and fall but beer, like diamonds, forever. and within the beer industry, they're a titan. it's a growth beer, a company hitting it's stride but they're slow and steady. also pays you a dividend. yields 3.5% up here even as the stock is flirting with all time highs. why don't we talk about that dividend for a second. after november 2008 right in the depths of the financial crisis, the company slashed it's dividend to pay off it's new debt as fast as possible. but since it started trading in the united states in july 2009 the company raised it's dividend by 38.7% a year. there could be many more dividend boosts down the road. this is not a quarterly dividend, it's an annual dividend paid once a year in april. though the balance sheet is in such good shape the company paid

a interim dividend too. they're run by a group of deal makers that proved they'll make acquisitions that will enhance the company's value. that means there's also a chance we could see another dividend cut like in 2008 but that will happen only if management has an opportunity to take over another brewer which would give the more and enormous tunopportunities t cut cost and they're saying it could be a workable deal. so we may get more dividend boosts or a transformational acquisition. i'm happy either way. even though it's giving you a nice 8% return year to date, that's not bad, i think there's catalysts that can send the stocks still higher. first, they bought the 50% of the group it didn't already own and a $20 billion deal that

closed last june. management is targeting $1 billion from cost savings and they're scheduled to come ahead in 2014 and they're moving into the rapidly growing domestic craft beer space. they have the scale of the distribution that were to take any tiny premium craft beer and turn it into a monster. last year goose island's volumes increased by 70%. now they're doing the same thing with blue point brewery. a widely respected craft beer maker that the company bought in february. these deals may seem fall and are creating feaux beer, we know craft beer has to be like five guys in a closet, right? no. but i think they're a recipe for higher profits. meanwhile, they're taking share in a highly fragmented but rapidly growing chinese beer market. they currently control 14% of china's beer supply and last year their volumes were up 9% in

a low growth category. beer is safer than water over there and has become a real drink of choice and by a little bit insight, they don't card in china. of course bud isn't cheap. trading at nearly 9 times earnings estimates but this is a best of breed company and we're willing to pay up for best of breed. here's the bottom line, with it's roots in brazil and the powerful ties to the world cup it's the king of beers. terrific management, a ton of cash and i think the stock deserves to go higher for him which makes it a contender for cramer's cup and you always have to favor the home team. let's take a question. >> hey, jim, nicole. >> nicole, how are you? >> about an hour away from summit. >> okay. >> i have a question on melco crown. >> sure. >> i bought it about 90 days ago and i'm in trouble. >> you're not in trouble.

we had one bad month. don't feel that way. >> should i buy some more. >> this is a tough call because you know it's my least favorite. i have to rank them. i like win and lv because i think that las vegas sands is a better run company. you'll get a better month and then you should sell the stock and witch to wynn. it's a better company. let's take another question. >> hey, jim. i'm fine. i'm aeitan from new jersey. >> excellent. >> my question is duncan doughnut. they have been down about 20% from their highs. they're expanding internationally. i love their drive-thru and i just wonder what are your thoughts about it. >> okay. well, you know, dunkin, we had him on and i think dunkin is a great growth story. there's no doubt about it but it

vastly prefer at this price starbucks. so let's go with that one. this is cramer's cup game 4. so far we have shell, constellation brands, and now them out of brazil. tomorrow we'll pick a winner. still ahead, rapid fire answers for your most pressing questions and redhat handles the back end when you click buy on amazon. is there more to come? stick around and find out. plus it's not the fed bringing this bull market so it's knees. i'll let you know where the real threat is and whether your money could be at risk. stay with cramer. [ applause ]

[ applause ] >> today we got an important tell from redhat, the world's largest provider of open source software. it trades 30s times next year's earnings estimates. the type of stock that got slammed in marchand april plus it's often lumped in with cloud computing games because amazon used red hat to power their cloud infrastructure.

that's a small piece of the business. it's not a software service company. it's the number oneof enterprise. it gives away the software for free and then sets up customers as subscribers that pay fees for maintenance and customer service. company also does the same thing with virtualization software. so what's the important tell? last night redhat reported a stellar quarter. higher than expected revenues that rose 7% year over year. redhat billings increased by 16.6. much better than the 13.7% gain they were looking for thanks to a growing number of large deals. another key metric and management raises guidance for the fiscal year. stock rose 18%. however the fact that red hat reported good numbers and was able to rally could be a

positive sign for the whole core of high flying tech stocks. we spoke to the ceo about 9 months ago. let's take a closer look with the president and ceo of red hat and learn more about the quarter and the company's prospects. welcome back to mad money. >> it's great to be back. >> a lot of companies are telling us it's a tepid environment for i.t. what are you doing right the other guys are doing wrong? >> we're in a secular change from a traditional client server architecture to cloud and in this new cloud architecture people providing that infrastructure be it an amazon or google or redhat are performing well. >> you did something i thought was quite surprising. we had sap on a number of times. you are now partnering with them. i always thought they were the

what they were about. >> but they want their software to run on modern platforms but redhat is the new modern platform that new applications are being written to. so we have great partnerships with most of them as they're making sure their applications are running on the most modern platforms. >> you call out telecom spending. with you that got very hot and heavy. how did that happen? >> what we're seeing is the telecom operators are seeing an explosion of demand because of mobile data. so their need for technology is expanding greatly. they're very technically sophisticated. they always appreciated our products and as the demand in that sector is growing they need i.t. to be able to meet that demand. we're well positioned to meet that. >> even after all these years we talk about the cloud, the only

thing people seem to understand is well that's amazon, you've been a partner with amazon for years. when i see something new from amazon, do i think that redhat is involved? >> well, in many things we're involved. we have a multidimensional relationship. they're a big reference customer for us we also have a great go to market relationship. one of our big drivers of growth that we talked about is people running their red hat environments on amazon so we certify hardware in somebody's traditional data center and we certify on amazon so we can go to customers and say you buy subscriptions to red hat enterprise lennox. it's a real source of value for our customers and a real source of value for amazon because it allows them to go after customers sand say you can take your exact same environment running on red hat and run it just as confidently and get support on that infrastructure.

>> we have a whole set of products and products of bundle called open shift that actually runs on amazon so we sell that to customers and then the back end of that actually runs on amazon. we're a big customer of amazon's as well. >> all the things you talked about came together this quarter. you made acquisitions and we would see the progress. it happened this quarter. you said you would be able to cross sell those acquisitions. you did that too. i think this is quarter one of the next leg breaking out of this range of the 50s. thank you so much. the ceo and president of redhat. good to see you, sir. >> great to see you, jim, thank you. >> this company has the beginning of a multiyear earnings path. i would stay with redhat. stay with cramer. [ applause ]

it is time. it is time for a special in person addition of the lightning round on "mad money." and then the lightning round is over. are you ready? it's time for the lightning round. yes, sir, hit me.

>> booyah, jim. my name is ike i'm from new york city. what do you think about the future of chipotle. >> we have to see limes go down and beef go down and poultry go down. until then you'll have a push situation. they'll be doing great sales but you don't like the margins. i would just say hold on. >> yes. >> hey, jim, my name is al. i was looking to invest in biostock gilead. what do you think about that? >> i like it. talking about a $220 price target. i agree with that. that's the one to buy, yes. >> with the national oil companies with chevron at $132, what's your favorite stock? >> it's kill naing me that chev is at $132. i still think i like them more than chevron. >> i'm janet. i'd like to know what you think of osi systems, osis.

>> yeah, that's a tough one. no, there's two osi. there's osix -- osis. okay. oh, boy, i'll tell you, this has bb, can i tell you that whenever i see security i always come back to that. i like it more. >> jim, i'm jim from new jersey, i just wanted to know what you think about ibm as a long-term investment. >> i'm discouraged about ibm. the last couple of quarters let me down. i know warren buffet is in there but it's a show me situation and they have not shown me. >> i'm mark, what do you think about striker? >> boy, i'll tell you that is the baby boom play and i'm a serious buyer of that name. that's best so far in this lightning round. yes. >> hey, jim, bruce from

bloomfield. jazz pharmaceuticals. >> i like them. i like the irish. they have the european inversion going for them. i also like bloom driver's license field for the record. >> jim, stocks will be heating up again, what do you think of power. >> i can't do it. i saw it screaming at everybody, there's probably some good story coming and when that happens. >> sell, sell, sell. >> hi, i'm bob. my question is about ge and ge financial and is this stock going to get money? >> no, a joint venture. i don't want them overpaying for this french company. that would be killer and my travel trust owns it and i would be severely disappoint first degree they paid out that much. that would be the end of the big upside here for ge if there's going to be any. >> i'm evan. >> i like it. it's got a really good funds going and bill miller has it back. i always like bill. he's an honest good man.

always tells the truth. >> jim, barry from new jersey. neighbor next door. with gold up $46 today and silver $1.57. what do you think about the metals. >> i saw the break out today. i saw the break out today. my friend alerted me to the breakout and he said what do you think? and i said i don't know. i'm still -- but they really do have it going and that ladies and gentlemen is the conclusion of the lightning round. [ applause ] >> the lightning round is sponsored by td ameritrade. on the trading floor in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ so the magic shell went back to being a...shell.

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too often we forget that the stock market is, well, a market which means stock prices just like the prices of any other type of merchandise, real estate, computers, cars, you name it, are always at the mercy of supply and demand. and again, just like with anything else that's bought and sold, too much supply, that can be lethal. when people talk about what makes the stock market peak, they can barely chatter about how the fan could hurt stocks. hurt stocks with higher rates. sure, that could happen. people even hang on the word of the fed chief janet yellen who when asked if stocks were too

high gave a less than enthusiastic, no. but you know what they never do? they never really talk about the real bull slayer, an inkresed supply of stock from ipo's and secondary offerings that contain huge chunks of insider shares. when we look at what caused the declines from march to may a hideous sell off. the primary culprit was a rash of second rate ipos and insider selling from the hottest stocks out there. rocket fuel, fire eye, those stocks plunged 50% or more. at the height of the frenzy we were seeing four or five deals a day. many of them software service companies where if you bought at the opening you were quickly decimated on every one of them. not only that but we also heard about perspective $10 billion deals like airbnb all of which seemed a little pie in the sky.

but these deals were shelved and the official public office window just slammed shut. i mean, just kind of like right off the rails done. supply finally diminished as potential sellers found levels that no longer appeal to them, ipos disappeared and just as a lack of supply, squus as a lot of supply kills, a lack of supply coupled with the change of demand curtesy with lower prices can reinvigorate a bull market. that's what we have seen over the last month. the ipos have been sporadic and high quality. the fast growing chinese internet company. both of which made money even if you bought when they spiked at the open new pattern. but now sadly the high flyers rebounded enough that we've seen

a return to supply. do you know what it's making me uncomfortable. we had six ipos this morning. one of them was too small to be mentioning. but even five is way too much for me. three more today. something is wrong here people. now, only two of those sizable deals yesterday made you money. that's worrisome to me. now today we caught three ipos and they were good one. market a company that dominates the pricing and reporting of many complex and abtruce credit default swaps. that had the backing of general atlantic and i'd still buy market up here tomorrow. there's once again too much supply coming into the market. i'm getting nervous here. huge slated deals next week. we haven't seen big secondaries next. that can be next. this threat is worth watching and worrying about. if it's hotter and heavier we need to be on alert and ready to heighten up before it reaches havoc like we saw a few short weeks ago.

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those have much more room to go on. so if they come in at all in the next couple of days, that might be where you want to pull the trigger. all of those stocks are excellent. i like to say there's always a bull market somewhere. bull market somewhere. i promise to try t >> narrator: in this episode of "american greed"... a pharmaceutical giant is accused of putting profits over patients. pfizer pharmaceuticals goes beyond fda limits and pushes a pain pill called bextra to the masses. >> this was about putting bottom line above the patients' lives, and that's wrong. >> narrator: the illegal marketing has already cost some the ultimate price. [ monitor beeping ] and later, in southern california, jeanetta standefor convinces 600 investors their cash is rescuing homeowners from foreclosure. >> it felt like everyone was going to win. >> narrator: the would-be marketing mogul relies on friends', relatives', and investors' trust and faith.