>> i didn't think anything was sexy about intel. up 20%. >> i think it's sexy. >> there is no room to decline. >> i'm melissa lee. thanks, for watching "options5:. i'm off, see you monday. "mad money" starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to try 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 a little money. my job is not just to entertain, but to educate and teach you. so call me at 1-800-743-cnbc or, of course, tweet me @jimcramer. listen up. weakness in europe is not a reason to sell! it's a reason to --

>> buy buy buy! >> -- buy! i don't know when that fact will bleed its way into the thick skulls of those who can't get their heads out of the great recession sand. but the usually down open off concerns about a troubled portuguese bank, and the subsequent beautiful recovery, where the averages rebounded nicely, dow going from down 180 points in the morning to just 71 points a to the close. s&p closing down just 0.14%, nasdaq down 0.25%. that might jar some investors, that recovery, off their deeply ingrained european-based bearishness. there's not a lot of good that comes out of getting hand surgery, but today may be one of those days, because it reminds me of how the 2014 market really works. see, this morning, i was totally out of the action, both in pre-op and then passed out under the knife. when i came to, i saw the market down a little less than half a percent and i had to work backwards to figure out what was going on, how did we get there?

sure enough, for those of you who weren't unconscious when the market opened, we were crushed, thanks to the potential collapse of a bank that i had never heard of until the anesthesia wore off. yep, did it in with a huge decline, one that in retrospect shouldn't have been a huge surprise, given that its bonds had been plummeting for weeks now that i looked at it. no matter, banco espirito is too big to fail. unless you live in lisbon. well, we don't live in lisbon, unless you mean lisbon, ohio. the more you know. portugal did come up in the pre-op. but that's only because i had to state what i'm allergic too and i went into anaphylactic shock last summer after eating some sardines. just like back then, with my blood pressure dropping to 80 over 50 during the show, i'm out here doing "mad money." here's where the real advantage

of hand surgery comes in, behind having the brilliant dr. nelson performing the deed. because i was out of commission, i didn't have the chance to be swayed by the horrendously negative futures activity, which, of course, was a bleedoff from the 1 to 2% declines in europe, courtesy of the ultra-crucial, unbelievably important bank in portugal that i'd never heard of until i came to. i didn't experience the 180-point decline in the dow that the bears asserted that we were all whistling past the iberian graveyard. i also wasn't able to sift through the ownership of this portugal bank, a lineage that seemed impenetrable, and was a symbol of the ubiquitous european cronyism that we are all sick of. but here's something i remember when i snapped out of the anesthetic haze. stress test. the book stress test by tim

geithner, who isn't getting the credit he deserves for forcing our banks to raise capital, trim bad loans and make themselves better capitalized than ever before. geithner's demand almost totalitarian insistence that our banks be able not just to withstand a second repression, but another great depression, that we can withstand a situation. although that was no doubt mollified by the crushing blow that germany delivered to brazil. put shortly, this amalgamation of atms is precisely what geithner was aiming at when he forced our banks to raise capital so they could reserve against bad loans. it's why money is coming over here, not going over there, as we saw when cooler, less emotional investors intercepted them all, causing the biggest interday reversal in the dow jones average since june of last year. much of europe is slipping back into a deflationary recession, not unlike japan, which reported

some god awful machine tool numbers last night. those in europe which olds outfits such as pathetic airlines and engineering concerns, capitalized with vastly undercapitalized banks have such low bond yields. it's not an aberration, it's prudence for those who need some european exposure and don't want to get hurt. the only european companies that seem to be worth investing in these days are the tax exiles. u.s. companies that changed their domicile to europe, via the now infamous inversion process, in order to avoid our country's sky-high corporate tax rate. we have our problems, a less than robust housing market, a spotty retail group as those poor folks who own lumber liquidators or tractor supply can vouch for. it's lost some overvaluation among the momentum flames that growth keeps running into. we're trying to process federal regulations, including bizarre, hard to navigate health care rules, that company after company make hiring a problematic affair. but in the end, in america, you

don't wake up to an important bank. instead, you come in and enjoy a takeover bid from trw. you discover that with the good number from united continental, the american-based airlines, not the miserable european ones, really are back. and you continue to see the rally in old tech. you know, microsoft, intel, c-gate and the like, it gives you all-star performance right through the all-star break. how about our economic backdrop. two weeks ago, the oh, so smart grizzlies were chuckling at janet yellin for calling the inflation data noisy. since then, oil and gasoline have been down for ten straight days. natural gas giving up its gains. catch a couple of days of rain in california and come up with a good piglet vaccine, pretty soon you'll be talking about deflation in this country. i'm not advising that you elect to get some surgery to beat the european blues, even elective

surgery of the allergen kind. i'm not saying that our country isn't prone to shock, due to a president that's focused on a lot of non-business issues, although that may not be all that bad for the stock market. here's my bottom line, negative european news is no longer a reason to dump american stocks. it's a reason to buy shares in u.s. businesses that aren't prone to the cronyism, indecision, or invelens of an increasingly irrelevant europe. let's just hope that europe wins the world cup. that will keep their minds off the fact that they are screwing up a recovery that seemed so in the cards just a few short months ago. dave in nebraska. dave! >> caller: yes, jim! >> dave. >> caller: thanks for helping us home gamers. >> oh, man, my pleasure, absolutely. >> caller: hey, i had a question about rambus. i noticed that recently it was trading around $9 a share and i

noticed they raised their price target and i was wondering what you think it might do in the next three to six months. >> i want the to switch the way you phrased this. mr. cornhuskers, you should be in the highest quality semiconductor. texas instruments going up, sky works, and how about intel. let's not go down the food chain and start dealing with rambus. i want to go to joshua in nevada. joshua? >> caller: yeehaw, this is joshua from reno, nevada. >> i almost got married there. what's up? >> caller: i was calling about gopro. >> oh, geez, you know, gopro is a cold stock. it's right up there with the tesla and amazon. can't really value it, know that it's loved, know that you can't even find one at half the sporting goods stores in the country because it's sold out, but can i find a reason to buy the stock up here? no. because i've got to deal with the four walls of valuation that got me here. all right. i'm going to a man named doc in

maryland. doc? >> caller: hi, jim, boo-yah from the crossports of america, williamsport, maryland. i wanted to thank you yesterday for those great stock selections on the four horsemen. little would i know that the market would let us get in. but my real question is about isis. >> you've got to stick with isis. isis is like seattle genetics. it's got a lot cooking for it. now, these are really, really, really speculative stock. and it's like the gw pharma. people don't understand. what happens is, stocks go up, they shoot up like this, then they come down and you've got to buy them when they're down, because then they get recharged. got to european blues? i say get over it. europe is a reason to buy, not sell. don't let them tell you otherwise. on "mad money" tonight, got milk? there's a stock with a potential for huge upside, hiding in your grocery store dairy aisle. find out who it is. and then, you should be cracking open a can of monster. what is all the controversy around this can mean you should leave the stock on the shelf?

my call is just ahead. plus, like we just mentioned, a biotech looking to fight pain and addiction. we'll find out if you can invest in its innovative treatments. stay with cramer. don't miss a second of "mad money." follow @jimcramer on twitter. tweet cramer, #madtwooets. send jim an e-mail to "mad mone money"@cnbc.com. or give us a call at i-800-743-cnbc. miss something, head to madmoney.cnbc.com. ♪ [ girl ] my mom, she makes underwater fans that are powered by the moon. ♪

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i know the prospect of actually buying a stock in this environment can seem very daunting, given that the market's already run so much. both the dow and s&p are less than a percent off their all-time highs. always difficult to recommend stocks. so for those of you who are concerned that the market may have gotten ahead of itself, or those of you who simply don't like to chase stocks that are already up big, why don't we take a look at an underappreciated value stock that i think is a steal at these levels. i'm talking about one i haven't

been talking about in a long time. i'm talking about dean foods. df. the dairy company that's the number one distributor of milk here in the u.s., that you may know under many different brands regionally here as lehigh valley in tuscany. milk, it does a body good. or in this case, i think it will do your portfolio good. why? because wall street is underestimating what dean foods can earn. even the analysts who are bullish on the stock are forecasting results that i think could be way too pessimistic. everybody's expecting the worst here. the worst-case scenario. which means that if dean foods can simply do okay, not even shoot the lights out, then the company should be able to deliver some terrific earnings beats and this stock could run up dramatically. let me explain. over the past year, dean foods has been hammered. stocks declining 19% in the last 12 months, despite how well the market's doing. and it got hammered for a very good reason. the price of milk, dean's most important raw cost, rose sharply, from $18 for 100 pounds

in early 2013, to over $24 this past may. that's a 33% increase. when your number one input costs rises by a third, that's going to really cut into your earnings power. and that's exactly what happened at dean foods. there's only so much of that price increase that dean can pass on to you, the consumer. for the most part, they've had to eat that cost themselves. but here's the thing. many of the analysts are acting like sky-high milk prices are the new normal. and that would be indeed, disastrous, for dean foods. however, i don't think that's the case at all. the price of milk has already begun to decline, dropping 7% to $22.86 in june, and even that decline, i think milk is at an unsustainly high level. as the price of milk falls, the price at dean foods will decline and decline dramatically. why do i think milk is headed lower in price? first of all, the big surge in the price of milk that crushed dean's stock was mainly caused by supply constraints in the united states and new zealand,

which together make up almost 40% of global dairy exports, combined with stronger demand from china, fueled in part by a shortage of home-grown chinese milk. it costs a lot. much more to raise cows in china than it does here. that means as the supply of milk increases, getting back to normal, the price should decrease pretty substantially. we're seeing signs of this. milk production growth here in the united states is accelerating, from 1% in recent months up to an expected 3% in the second half. production in new zealand, up 22% year-to-date. production in the eu, up 5.5%. meanwhile, chinese milk production is on the rebound, too. because they're getting more out of their cows. second, a huge part of the cost of milk has to do with the cost of feeding your cows. and with the price of both corn and soybeans just collapsing, the cost of feeding cattle is lower than it's been in ages. cheaper feed, cheaper milk. third, in the first quarter of this year, u.s. stocks of dairy products rose by 25% over the previous quarter.

that's a huge increase in the milk supply. that's why some of the most prominent commodity analysts around expect milk prices to trickle lower for the next few months and ultimately drop below $15 per hundred pounds by the first half of next year. now, if that happens, we're talking about a 34% decline in dean foods' biggest raw costs from its current level. already, milk futures for december are down to $19, 25% decline from the peak price in may. by the time december rolls around, the futures are saying dean's number one costs will be dramatically lower. that is not a forecast, people. it is not a conjecture, people. it is a fact. the overwhelming consensus in the commodity side is that milk prices are going lower. now, here's where your opportunity comes in. the analysts who cover dean foods, who try to forecast what the company can earn, they're not commodity guys. they're equity analysts. and their models, what they think this company is going to earn, are very much behind the curve at this moment.

how behind? the analysts who follow dean are modeling $25 milk for the rest of 2014 and for 2015, after what i just told you, come on, that's insane. if the price of milk can drop back to normalized levels, like the commodity experts are predicting, then that would boost dean foods' earning power by 30%. so as milk prices fall, i expect the analysts to play catch up, raising their earnings estimates over and over and over again, with each incremental decline in milk. and that's something that could send the stock ever higher. remember, higher estimates that are beaten produce higher stocks. all that said, dean foods is not the kind of stock i would ordinarily recommend here. sure, we caught a big gain in this one going into late 2012, when the company spun off its organic and plant-based businesses as white wave food. but since then, i've consistently told you that white wave is the one to own. unlike dean, which is a total commodity company, white wave has really good brand horizon of organic milk.

remember, they're putting horizon into a lot of different foods in the supermarket. don't get me wrong. i still like wlhite wave very much here, so you can stop asking me about it on jim cramer at twitter like you do every other half hour. but right now, i think you have a unique opportunity in dean foods. not only is dean foods darn cheap, those estimates are probably way, way too low, because the analysts putting them together are clueless about the price of milk. meanwhile, while we wait for the price of milk to go lower, dean foods has a huge edge on its competitors. dean foods is the low cost player and the largest player by a huge margin. these guys are 40% of the milk share in this country. with the price of the raw cost of milk currently at super high levels, many of dean's competitors are simply not profitable and a lot of excess dairy capacity is being shut down. we're seeing three times more closings on a year over year basis, as the weaker players capitulate, dean foods will be in a much stronger position once the price of milk stops being so outrageously high. they can take the current pain. the others can't.

so here's the bottom line. this is a simple story about milk. the equity analysts who come up with the earnings estimates for dean foods are forecasting that the cost of milk will stay much higher than i think it's going to be, for over a year. but if you actually look at what's happening with the commodity, it's pretty clear that the cost of milk is coming down dramatically. and i think that's all it will take to send dean foods back up to $22.50, where the stock peaked last summer. that's a 35% gain. got milk? get stock. after the break, i'll try to make you more money. coming up, can this can hold the key to an action-packed speculative investment? or should you steer clear of the controversy surrounding monster energy? cramer's call is just ahead. [ female announcer ] there's a gap out there.

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this may be the first inning of the gigantic surge in merge se ers and acquisitions. in fact, it could be the biggest wave of m&a activity ever. already, there are areas where the deals are coming hot and heavy, like pharmaceuticals, food the beverage trade, and as long as we're in this kind of environment, wherever you see a takeover, you've got to be asking yourself, who could be next. for example, back on july 1st, we learned a little deal no one talked about, that hormel, the

venerable company that brought you spam, is shelling out $450 million to buy the privately held sodo sports holding. that's the maker of muscle milk. a protein athletes make to help put on muscle. it's helping them to expand to a niche area, liquid protein shakes. that's growing a heck of a lot faster than their core solid protein meat business. so if hormel was willing to pay $450 million to get its hands on muscle milk, which doesn't have that much in common with their bread and butter, beyond the tenuous protein link, we've got to ask ourselves, who's next? which other niche beverage maker with excellent fundamentals looks like it's ripe to be taken over? how about monster beverage. mnst, for you home gamers. that's right. i'm talking about the company behind monster energy drink. this is the number one energy

drink in the united states, by volume, 42% share. number two player, by value behind the higher priced red bull. worldwide, monster is the second largest energy drink maker, controlling 15% of the global market. i know that this category and this company specifically have been tarnished. in the first decade of the new millennium, monster was among the best perform stocks in the entire market. just a turbo charged growth juggernaut that gave you a 7650% gain from january of 2000 through january of 2010. and you ask why i always want to get people in stocks. then, over the next two years, the darn thing doubled yet again. but in 2012, monster crashed right into a retaining wall. combination of negative news stories about the potential health risks of consuming hypercaffeinated energy drinks -- think heart attacks -- along with a number of lawsuits and regulatory concerns about the safety of the product caused the stock to get slaughtered. monster has nearly cut in half, falling from $79 to $40 in a matter of months. and this wasn't just a broken

stock. all the bad publicity really put the kibosh on monster's actual sales. in the year before people found out about the first lawsuit in august of 2012, the company was averaging 27% unit growth in convenience store channel, where it's really hot. by the beginning of 2013, monster's unit growth had slowed to just 10% in convenience stores. so, why the heck am i recommending monster for takeover speculation here, although the fundies are getting much better? it's in part because i think the health worries, they've blown over. energy drink volumes have begun to reaccelerate. category once again growing at a double digit pace. and all of those worries that crushed monster two years ago, they're now baked into the stock. which has been climbing slowly, but steadily higher for the last 18 months. just last night, we learned about yet another lawsuit involving someone who died after drinking monster's products for a couple of weeks. and what happens? stock actually rallied $1.88 today, not trying to put human life in perspective with money,

but when you get bad news and the stock goes higher, it does cause you to think. just as important, i think that monster's a really obvious takeover target here. energy drinks are still the fastest growing beverage category out there. and this is at a time when carbonated soft drinks have basically no growth to speak of, or like the alcoa quarter, we heard about, this is the strong part of the aluminum business for soft drinks. so if you're in the soft drink business, wouldn't it make sense to snap up monster in order to boost your growth and take your aisle space in the supermarket and the convenience store. coca-cola already has a distribution agreement with monster. and for a while now, there's been speculation that coke might be willing to acquire them. i think that's very much within the realm of possibilities. coke's starved for growth, while monster's growth personified, right? it would instantly augment coca-cola's aisle space. back in 2007, coke bought the maker of vitamin water for over $4 million. if they were to value monster the same way, back of t the

envelope, we come up with a 25 to 30% premium over where this stock is trading. and you know what? i think there are more potential suitors out there than just coca-cola and pepsico. remember what got the ball rolling here. hormel of spam fame bought this stuff. now, these are not exactly two great tastes that go great together. but now that pure food plays are acquiring faster growing beverage plays, who's to say that one of the big packaged goods firm wouldn't be interested in monster? we're seeing enormous consolidation in the aisles of the supermarket. we talk about it almost every night. so why not buy something with real growth prospects? i mean, tyson foods is buying hillshire brands for nearly 33 times next year's earnings estimates. what a wild overpais. monster pays for less than 24 times next year's numbers. and it's scoring much, much more rapidly than hillshire. all that said, you know i never recommend a stock for takeover speculation on "mad money," unless i believe the fundamen l fundamentals are sound. and while monster could soar, i

think the stock's headed higher even without a takeover. not only was their most recent quarter reported in early may very strong, but monster's proven to be definite at rolling out various product extensions into new categories like tea, coffee, and protein drinks. they've had a lot of success with monster java, monster zero, and muscle monster. and that already controls 23% of the protein supplements base, even though it was only launched more a year ago. juggernaut! if monster can take just 1% of additional market share in the tea, sports drink and juice categories, that could produce incremental sales growth of 9% and boost earnings by as much as 10%, raising numbers monster. meanwhile, while domestic -- how do you think i got hurt like this? pounding the table for stocks. meanwhile -- not true. but meanwhile, the domestic energy drink market is pretty saturated, internationally, monster still has a ton of room to expand. at the moment, the company gets 20% of its sales from overseas,

and i could see that number going a heck of a lot higher. outside the united states, these energy drinks haven't even started to catch on yet. that mean monster has enormous growth opportunities in most of asia, africa, and latin america. by the way, did you know that canned herb tea someone of the fastest grows markets in china. of course, it takes time for a new concept to catch on. but if over time monster can get per capita energy drink consumption in the rest of the world up to just half of what it is in the u.s., pretty reasonable, right? and if they can get their global market share up from 15% to 21%, again, half of what it is here, monster's volumes would triple. yes, triple. that's not going to happen overnight. or even over the next couple of years, but i wouldn't be shocked if monster can get there, let's say 2020, and you know how people think about advanced numbers right now. okay, what about the domestic regulatory issues that have plagued the stock. what happens if the food and drug administration cracks down on the energy drink business because of all these health concerns. here's the thing. energy drinks are classified as nutritional supplements. it is notoriously difficult for

the fda to regulate supplements. you really need to see an active congress to create the kind of regulation that i think would put a dent in this business. we know this congress is virtually incapable of passing legislation. i don't think have the next congress will be any different. and the industry is not exactly the kind of thing that would unite both parties to take action. especially when you consider that monster has less caffeine than a lot of those grandees you may be knocking back at starbucks. here's the bottom line. when muscle milk gets acquired by hormel, of all companies, you've got to start looking for more niche beverage plays, with strong fundamentals that could make attractive takeover targets. with all the consolidation in the food and beverage space, i think it's worth speculating on a monster stock. the stock of monster beverage. salvatore in florida, salvatore! >> reporter: hey, jim. i'm calling about krispy kreme doughnuts. i bought some a couple years at $7 a share and up to

20-something. i sold half my position and have half left. i was wondering what you were thinking about now? >> not now. you get a quarter that's bad execution and say, i'm worried here. then you get that second quarter and you have to say, sell, sell, sell. i feel the same we. gigmon the other day, sell that stock anileuate it. one bad quarter, everything's fine, second bad quarter, take the money and run. i say, with m&a levels that high, you've go to ask yourself what's next. niche takeovers could be attractive. consider speculating monster. plus, you know what, there's more including a company with an innovative treatment that helps you conquer pain! plus, the good, the bad, and the ugly. excuses abound in the retail world, but not everyone's mailing it in. i'm calling out the winners and losers ahead. and "lightning round" strikes again. i'm taking all your rapidfire questions. so stay with cramer! the cadillac summer collection is here.

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you want to know why i'm always telling you that it's worth speculating in relatively unknown biotech stocks, take one look at bdsi, which is a drug delivery play. the company uses a proprietary drug delivery platform, where you stick a little film on the inside of your cheek and it dissolves, allowing for medications that don't work as well if you try to digest them. mainly, the company is focusing right now on developing treatments for pain management and drug addiction, which i think is brilliant. it's a brilliant set up, because pain killers are exactly the kind of drugs people get addicted to. we know the concept works, because bdsi has one drug on the

market, a form of phenotonol, for cancer patients that have pain. i'm begging you not to go near it in after-hours trading. even though, you need to be very careful about buying these small cap names, they can be very rewarding. bdsi has rallied 127% in the last 12 months. gained 81% in the past three months. up 12% from the beginning of the week, courtesy of some positive phase three data. this kind of stock is not for the faint of heart, but anything that's nearly tripled in the course of a year deserves a closer look. let's check in with dr. marker isgo, the president and ceo of biodelivery science international. good to see you, sir. >> thank you, jim. >> first, this announcement this week is pretty breakthrough. there's millions of people who are addicted, millions. and i see the numbers just for oxycodone alone. people are still taking -- they're giving this drug out, billions of dollars worth, each year. it's a mistake, isn't it?

>> well, the drugs are certainly effective. opioids are here to stay. there aren't many products that work as well as opioids for the treatment of chronic pain. they're here to stay, but how can we better get physicians to recognize patients that might be at risk for abuse and addiction. and that's a challenge, but it certainly can be overcome. >> do people know about your product? because to me, your product, as soon as it's approved, the one for cancer, yes, but this just seems that people may not even know about it. that the doctors aren't familiar with it. >> you're right, they aren't. it's a unique opioid. we say it's not just another opioid, because it's classified as a c3 opioid by dea, which means it's less abusable and less addiction potential than the class 2 opioids, which are all the other ones you could think of, oxycodone, morphine, so this is a safer alternative if you're going to use an opioid. >> first of all, i had some tough surgery today, and as soon as you get out of surgery, they

give you -- this is the standard, they give you 40 vicodins, okay? i don't want to take vicodin or oxycodone, or any of these, because i fear i am at risk. would i be able to say to my doctor, look, i think aam at risk, can i have this cheek bandage? >> absolutely. >> and it will be a standard? >> let me explain to you the difference between these c2 opioids and butrentorphine. it has a very low propensity to cause euphoria. and it's the euphoria that drives these patient's cravings. and the cravings lead to the addiction and abuse. if you can limit the propensity to cause the euphoria, you start to see the benefit of a product that contains but t s butrentor.

hopefully we can get the nda submitted by the end of this year, it will be a ten-month review cycle by nda. so hopefully by the end of next year, the product may be nearing availability. >> i see a lot of publicity about how this addiction is probably the fastest growing -- this oxycodone, the fastest growing addiction in the world. does the fda feel the need, get this thing going a little faster? >> well, we would like to think that, but we don't have any indication of that as of yet. we'll have a pre-nda meet coming up in the next few weeks and it's all in the data. the nda goes in and they'll make the decision on whether they think this is an approvable asset. >> in the little time we have left, typical clonodine. >> typical treatment for painful diabetic neuropathy does not

exist. it's all oral agents that have a heavy side effect agent, a typical agent that has no systemic absorption, so you avoid side effects, drug interactions, and you can use it in combination with all those other products. >> i don't want to hype it because the stock's moved up a lot, but when i hear about what you're doing, i'm thinking and i know how bad the addiction is, believe me. i think this is an amazing, amazing delivery system you have and i hope you have the best success. >> well, thank you very much. >> absolutely. >> that's dr. mark cergo. it's up a lot, but you understand why it's up a lot, because it fulfills a major need that's a hole in the whole medical system worldwide. "mad money's" back after the break.

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so prepare your car for any road trip by taking it to an expert ford technician. because no matter your destination good maintenance helps you save at the pump. get our multi-point inspection with a synthetic blend oil change, tire rotation, brake inspection and more for $29.95 or less. get a complete vehicle checkup only at your ford dealer. it is time, it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, i don't know the name of the callers, stocks ahead of time, when you hear this sound, then the "lightning round" is over. are you ready, skee-daddy?! it's time for the "lightning round" on cramer's "mad money." why don't we start with rich in ohio. >> caller: a big boo-yah to jim cramer. >> liking that attitude.

how can i help? >> caller: american airlines, aal. >> oh, man, i've got to tell you, of course they didn't miss! doug parker came on the show and told you they didn't. how did you like the way united and continental delivered a good number. no wonder there was a squeeze up. now i'm going to steve in pennsylvania. steve! >> caller: baa b-b-b- boo-yah, cramer! i have a question on dwph. it was up to about 111 thursday last week, it dropped down 10 plus percent. >> right. >> caller: after the ads that they did. what's going on? >> okay. now, let's understand each other, gd pharma is a company that makes cannabanoid and that's the pure form of marijuana. therefore, i think it's a good prospect. meaning, it's a spec. gw pharma.

it is a spec. and specs go up and down like this. and if you can't stomach it, then you've got to -- >> sell, sell, sell. >> all right. let's go to nell in maryland. nell! >> caller: hi, jim. how are you tonight? >> i'm all right, how are you? >> caller: fine, thank you. listen, you made me some money with gt advanced technology. >> thank you. >> caller: i bought a couple hundred share at 9. it's at 16 now. what do you suggest? >> i think it's fine. now, we saw that they had some -- they had some of the intellectual property in the new phone and it wasn't enough for people, so people started selling. if you bought at that price, you sell -- >> sell, sell, sell. >> and you let the rest run. and thank you for your confidence. can i go to reynaldo in pennsylvania, please? >> caller: boo-yah, jim. thank you for taking my call. >> my pleasure. >> caller: i've been a longtime listener, been listening to you on tv since the days of "kudlow and cramer."

>> holy cow that dates me. >> caller: you were very positive on analog capital, i bought the stock and sold it. looking at that 10% dividend, what's your feeling? >> i was very positive because the late mike taffaro ran it. he was sensational, very charitable man. i did cool to it with the change in rate structure. mr. taffaro no longer with us, so i am not going to recommend that stock. let's go to tim in california, please. tim! >> caller: hey, boo-yah, cramer, coming at you from oakland, california! >> yeah, man, i'm liking that. what's up! >> caller: hey, i've been doing some bottom fishing with rig, rig, bought around 39 and -- >> that's like bottom fishing with the oakland raiders. it's just not happening for me, my friend. i need you to be in enskoe. we were on a rig when we went down. swap out of the transocean, step up to the playoffs with ensco, like my charitable trust. how about spencer in florida. spencer? >> caller: hey, jim, a big

hoping lebron james stays with the miami heat boo-yah to you. >> well, i don't know. i give you a cleveland gets everything, suddenly cleveland buying the rivers fabulous boo-yah. what's up? >> caller: i had a question about onco health. should i stay it in for the long haul? >> yes, this is a spec. i mentioned the gw pharma earlier, this is like that, okay? you're not going to get a bristol-myers happening here. these stock s trade up and down and you've got to get used to the volatility. t.j. in california. t.j.! >> caller: jimbo. a big silicon valley boo-yah from los gatos, california. >> i'm liking. what's up? >> caller: your take on the recent run-up in cirrus logic. >> it's got the best technology, the sound technology. i think it is better to own sky works, because sky works is a little less speculative. that's the way i would play that kind of component play. let's go to kaitlin in new york. kaitlin!

>> caller: hey, jim. boo-yah! >> boo-yah, kaitlin. >> caller: what do you think about nike? >> nike i like. i know it doesn't act well, but they've put up a great quarter. i also like under armour too for the more speculative. i like both, i think they should both with owned. nike is a charitable trust name, so i'm sticking by it. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> the "lightning round" is sponsored by td ameritrade. ♪ [ bell ringing, applause ]

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is the consumer in a funk? or is she only in a funk when she goes to the container store? is the consumer holding off plans to remodel her house after the big weren't storms? or is she just not using the flooring from lumber liquidators? did gardener start spring planning later, or did they merely not get their supplies at tractor supply? these are the questions coursing through investors' heads as we try to make sense of these last

few earnings misses from the highly touted recent container store ipo, the steady eddy farm and center that is tractor supply, and the flooring specialisspecia specialists that is lumber liquidators. timber! first of all, i don't think there's a funk. and i wasn't keen on the container store using that term to describe what happened after the weather got better, but the shoppers didn't return. shoppers at williams sonoma didn't experience a funk after the weather cleared. the shoppers at restoration hardware spent like mad during and after the tough winter. they weren't in a funk, they were euphoric. same at the super expensive burberry. i opponent out williams sonoma, restoration hardware and burberry, because when the container store went public, we willingly analogize to those kind of stocks. you can't suddenly declare that the consumer is in a funk when it's the high-end consumer, because we know she's been spending like a banshee. i'm also not so crazy about the, we thought it was the weather,

turns out it was the mood transition. because it demonstrates a real lack of soul searching and a snap judgment that will not easily be forgotten. how about tractor supply? i'm somewhat more impressed with our analysis. but we value tractor supply for its consistent growth, hence why it trades at 23 times earnings. that multiple has got to be sacrificed. the stock's too high. finally, there's the most problematic, double l, lumber liquidators. i found their excuse for the big drop-off in the same-store sales that once a customer cancels a prospective flooring job because of the weather and doesn't reschedules it promptly to be more than a little factious. there's simply no excuse for may and june to be as weak as they were. lumber liquidators can bounce, but this one's looking very one hit wonderish, as in one and done. more important, i think the weakness of these three points relates to a real issue that's dogging the retail group, and

that's the inability for single purpose retailers to deliver numbers with much regularity. for a few years, we have fallen in love with the specialty growth retailers. only to remember when push came to shove, that we preferred the balanced approach that the broad line retailers can give us, because when one business lags in their stores, another line of business or more can save them. we also see the value in investing in sentenced retailers. a company like costco, good numbers this morning, knows how to adjust to the seasons, so can a home depot, which i know is going to stay down as collateral damage to lumber liquidators, but i bet in the end, weather is the weather, and whatever funk there might be, lumber liquidators seems downright silly in its introspection, if you can call it that. and the container store doesn't even seem to ask brutus like, if the fault could possibly be in themselves and not their funky stars. home depot and costco would simply say, you know, we need to do a better job of executing. my takeaway is a clean one. if indeed things are spotty, don't play. but if you do, go with those that are executing superbly.

and don't pick those who blame the weather or their commerce. those retailers are better to shop at than to own. stick with cramer. the cadillac summer collection is here. ♪ ♪

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all right, remember, we did two different liquid situations tonight. we did monster and i think monster's a great growth play, but also can be a takeover stock. the fundamentals are good. and dean foods. i want to make it clear, that's really a trade betting on a number of estimate bumps, because the analysts are so far behind the curve. always recall this morning, when you see the market down big off of europe, and then the radical

u-turn, the biggest for the dow since june of last year. because we're no longer hostage to the problems of europe. i like to say, there's always a bull market somewhere, and i promise to try to find it just promise to try to find it just for you right here >> narrator: in this episode of "american greed"... husband, father... >> i was just a good person trying to provide for my kids, trying to do the right thing. >> narrator: ...bank robber. >> i passed out on the kitchen floor. i said, "you have the wrong man. not my husband." >> narrator: it's a second career far away from the manhattan trading pits where he once made hundreds of thousands of dollars. >> he was a commodities broker doing bank robberies. just didn't fit. >> narrator: now his life, and the lives of those who know and love him, change forever. >> my pride and my ego just destroyed me, literally, from the inside out.