what would happen if that happens? anything. my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm trying to make you money. my job isn't just to entertain but to teach you. call me at 1-800-743-cnbc. or tweet me @jim cramer. sometimes there's so much good happening in a given day you

can't comprehend it. sometimes you're dazzled by all the ways that this market gives you to make money. big money. today was one of those days. dow climbing 78 points. s&p gaining 0.4%. let me tell you how that money was made and then more importantly, plain the take aways from each win. because i need you to understand that the gains in this market have been extraordinary. why is that? simple. it's because managements will not let up about their stocks being too cheap. they hate it and they keep doing something about it. meanwhile, other companies are now coming in to buy the stocks of still other companies that they think the stock market isn't paying enough for and are worth a great deal more to an acquirer. and still other companies have so much growth that their stocks can't seem to do anything but go higher. >> house of pleasure. >> let's start with everyone's -- what everyone is

buzzing about. the $85 hostile bid for time warner launched today by murdoch's company. we all know that the companies are consolidating. and the content providers need to compete with a small number of cable operators that are powerful. how do you get heft? you consolidate. this deal makes so much sense that i'm kicking myles for only recommending time warner because of its excellent fundamentals and aggressive buy back and not because it was a takeout candidate. i said over and over this stock should be bought into any broader sell-off, that's always my stock to use on a big down day. because the ceo is buying it hand over fist with you. at times i think the company is buying every share it can every day of the week at any price that it legally can. after today it looks like the company has been dead right to do that time warner is unassailable franchise to hbo. amazing production company and

it has programs that run programming over and over again. how many time have you stopped the fugitive or shaw shank on tbs? they continue to make money. that's my kind of business. this business is so good it's worth more to murdoch than the market. time warner is the story of this era's arc of the way things are playing out. consider that it used to be a mosaic of companies that were very hard to understand. a cable company being bought by comcast and aol, a magazine company, time, well, legacy, right? all rolled up under one confusing jumbled roof. but one by one, management spun them off or sold them into the content pure play that it's become. shrink to grow. how many times have we watched that movie? it was shrinked to be taken over. now, of course the easy money is certainly made here. i think something going to

happen. i think there's more to come. maybe $10 more. remember though on the takeaways, there are three themes to play. look for the stocks with the aggressive buy back, the value of entertainment and the importance of simplified pure play. you know what that means? how about cbs. cheap still. buying back stock. good product. been making itself easier to understand. or disney. hey, you know what? people sent disney down today because they thought they'd bid. bid for time warner, david faber said that ain't going to happen. i say buy disney the stock. can't be taken over, it's too big. but it's trading softly away. superior revenue stream and the ability to amortize over different venues. all right, i've been recommending the stock since the show began and not just because the ceo iger has the same birthday as me. there's old tech, have many times have i told that's place to be right now? that's one of the reasons i'm pounding the table on intel for

so long. yes, you're welcome to many of the viewers who thanked me today for having them buy intel. sure enough, last night intel reported a stupendous quarter and the stock rallied 99%. and the companies are spending on the computers and the intel is no longer spending like a drunken sailor on equipment it may or may not get a terrific return. they have focused on spending money that cannette go a -- can get a pay back or buying back stock. which means, yes, another way for shareholders to win. now i do think that the upside in intel will soon be capped. because the company still doesn't have a mobile strategy. awkward moment on the conference call. that's a must for any technology firm which brings me to my take away. a company that looks a lot like intel. sysco. here's another old tech play that spent some years in the wilderness that's getting it right. the stock has gotten cheaper,

sports a good dividend. they're buying back stock. that could be another good one and so could hewlett-packard. i would recommend microsoft but it ran so much today that i think you have to wait until it comes down after -- you know, it reports on the 22nd. because this market has been tough on stocks that are run up going into the quarter. don't believe me? check out the sour action in bank of america today. it removed a huge overhang, a lawsuit with aig over crummy mortgages that bank of america pumped out. i thought it would cost billions. get what? aig wanted $10 billion. they got $650 million. not only that, but bank of america made so much money this quarter i'm no longer worried about how much is it's going to have to pay the justice department to put it behind it. the company has the money and then some. enough to curry the regulator's favor and they can plead their case to return the capital too you the shareholders.

if i had a run-up -- if it had reported the first rather than the sixth bank before many of the others i think it would have been up today, not down. finally, oil and gas. we have seen oil plummet nearly 10%. it's been hideous out there. what happened to stocks today? they soared. why? okay, so oil bounced a dollar, no, because they're true growth stocks. the good news here is that many of them have come down during this period of oil deflation to levels that again got attractive. earlier this week, whiting petroleum bought kodiak oil and gas. both are going up ever since. why? i think it's because we're going to to see a new wave of consolidation which is blessed with excellent fundamentals. i won't let it pass me by like time warner where i said it was good. here we go. eog.

occidental, darr coe, believe me, i would have mentioned whiti whiting continue anyone tell again, but i think that i can cool off. i know you're tired of my relentless push for you to own oil and gas in your stocks. i don't care. i'm showing you where the best growth is for the cheapest price. they're worth too little on wall street versus the immense oil holdings. i promised to give you not only what worked, that's past tense, but what are the takeaways that you can use to find the next winners. stock with buy back works, with low multiples and pure growth stocks work wherever they can be found, especially the oil and gas names located that keep finding the oil and using american technology to produce it cheaper and faster than ever before. laura in michigan, laura? >> caller: actually, i'm in kansas city, but booyah. >> how are you? >> caller: hey, i'm great.

family shout-out to my uncle john out in stanford, connecticut. >> of course. of course. >> caller: and really quick question for you. in the last month or so, you have been talking a lot about companies that are ripe for a takeover. >> right. >> caller: and i'm thinking of j.c. penney. over the last few years they have had bad managers. stock price has gone downhill, but they still have an awful lot of assets that are extremely valuable. and they have real estate contracts, they have a really good distribution network. so i'm looking at this as a possible takeover. what -- >> no. i mean, earlier -- i outlined the situations where the fundamentals are good. j.c. penney, i don't regard it as a takeover because the retail group is so weak. i don't think they want to buy

another retailer. you own it not because of a takeover. walter in florida. >> caller: hi, jim, booyah. >> booyah. >> caller: my wife and i love to cruise half dozen times a year or more and we're thinking about buying some of the cruise ship -- cruise stocks. three of them out there. what do you think of royal caribbean? >> i think it's terrific. i think that cruise stocks are the cheapest and you mentioned the -- they're cheap. you mentioned the cheapest one. incredibly well run. they're great holiday vacations. i mentioned them in "get rich carefully." i think you should take a cruise and buy a cruise stock. i like royal. let's go to pat in texas, please. >> caller: hi, jim. i was calling about gsat. it took a dive today. can you tell me more? >> oh, geez, look. i mean, jim cramer on twitter has been paining me lately because -- here's what a dive is. a stock goes down 20, 30, 40%

and it and i coming back. gsat is a terrific situation. global star. when i see a stock down nine cents i don't think, wow. what 's going on? i think, hey, you know what? they're making it cheaper for me to buy. you have to learn to read between the lines here. there are takeaways in each win that could direct you to the next one. i'm here to help you spot them. "mad money" tonight, it got more money under management than the gdp of many nations and they delivered their best investment ideas today. i'll tell you which are the best of the best of the best. then bored with the same old fast food menu? i have a brand new spec that can add spice to your portfolio thanks to one of our fantastic viewers. plus, unless you're a kardashian, you probably are not making any money on the selfies. but that changes. i'm putting your photos front and center to help you make some mad money. stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets.

send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. in a world that's changing faster than ever,

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you know i love ideas. so it was a real delight to host panel at the delivering alpha conference with three brilliant managers, laid out the best. larry robbins of glenn view and before i detail the ideas let me say these are competitive money managers from way back. they don't do a panel like delivering alpha idly. they are passionate about how their picks do. and they want their records in front of us to be pristine. nor do they like to just reprocess the same old stocks. some of the ideas of course are called core holdings and don't change that much, they like to

explore new themes and they're gracious enough to share them with you. i like that because they're not saying i'm bearish right here, i don't like anything. here's some suggestions. these people are being constructive and very thoughtful without being promotional about themselves or their funds. they have real skin in the game. they make you money listening to them. people may have heard lee cooperman's ideas at the conference and recognized that they substantially outperform the averages. in some cases spectacularly so. but what they might not know is that lee's been teaching people ideas from way back and i was fortunate enough to glean some of his wisdom when he was running research and i was a kid at goldman sachs. lee could see i was an eager guy back then. he took me aside and told me that i ought to get this annual report for a company i don't know out in nebraska. sounded like a tech stock company. said there was a smart guy doing great things there. and his idea? berkshire hathaway. the price? $200.

now it's at $192,000. got your attention? did i recommend berkshire? you bet. did my clients buy it? no, too expensive. i have never forgotten that mistake and when i hear his ideas i shout them from the rooftops. at the time, my clients were saying that the dollar price is too expensive. back then very few stocks traded over $100 and they always split. i don't want to start with lee's ideas, got to get there. let me begin by, plaining some incredibly smart thinking, thinking about stocks from fortresses mike novagratz. he likes what others hate. and he thinks about it in terms of countries not stocks. but bear me out here. he likes the two most hatable markets in the world. >> house of pain!

>> argentina. and brazil. argentina involves the nation -- too unstable for me, i'm going to pass on that one. but brazil intrigues. not because we spent the last month watching the world cup there, but he likes brazil because he believes things are so bad down there. so bad that the government could be ousted this fall. to be replaced by a new much more pro business administration. mike said he'll invest in brazilian securities which is good enough for the hedge funds, maybe bonds. whatever. i don't know. like you i like individual stocks. that's why i pressed him for a specific company. i suggested maybe valet. the dirt cheap mineral company that seems to be doing everything right, but being held back by the fact that it's in brazil. he didn't want to be caught up in some trade. but what he really liked, what he thought could really fly was

petrobras. not the one i had last one. so good for petro bra. but the brazilian oil company. here's an idea i can live with. petrobras has the best assets in the world, there's no doubt. but they can't unlock what the assets are truly worth under the current hack administration. if a more pro business takes over, i can see the stock rising as much as 50%. i don't know, couple points down, 50% up, my kind of risk reward. how about lee occupierman and larry robinson? a real oddity jumped out at me. lee came in with 12 stocks and larry came in with a six pack. they both recommended thermofisher scientifics, sound familiar? we had the ceo on not that long ago right at about this price. you know, i said it was a huge puzzle, i don't get it. all that's happened is the company has delivered and then some. both lee and larry like it

because it's dirt cheap and a penchant for bringing out value as all good companies do. why is thermofisher so inexpensive? larry explained that the growth rate had been hurt because one of the biggest customers is the federal government and that sequester hurt health research. hey, it made sense. now that the sequester has run its course it's time to pounce. you know what that made me think can both the guys recommending it? buy buy buy! tmo is my favorite idea from today's conference because of the timeliness and the dual sponsorship. second favorite? we're going real contrarian now. maybe if i say it quickly it will be okay. citigroup. yeah. it's a cooperman name. i haven't had much fondness for citi in ages as it's being held back by bad loans to a bloated staff, failed leadership, government investigations and lack of earnings momentum. what's not to hate?

i'm not saying that all that changed this week, but they have put a lot of the turmoil behind it and the ceo has cleared the decks to make some real money again. not just that citi is cheap, i think the interest rates are headed high. that was reinforced by every guest at the conference. next name, robins' idea, national oilwell. because it's increasing on the oil drilling around the world and it spun off the service business. it makes it much easier to understand. like time warner. when they spin them off. what impressed me from his talk, national oilwells is emblematic of a trend, using a strong balance sheet and low interest rates to borrow money and help retire stock. he thinks management is motivated to do a gigantic buy back with earnings momentum, this mid 80s stock goes to 100. i believe that ole tech is making a come back.

i haven't looked at this in ages. it's called flex tronics. the contract manufacturer. i like flex tronics because it helps to assemble products for sysco and hewlett-packard. robins likes it. remember how much i said i love buy backs this is pledged to buy in 20% of the stock annually. holy cow. cheap at nine times earnings, companies buying stock like crazy, strong customer base. got to love it. now, there's much more to the delivering alpha conference, but the bottom line for me, we must never stop searching for our successful elders and our peers. these three gentlemen all had excellent ideas, i picked a few of them. citigroup, and flex tronics, all of which can work very hard. thank you mike, larry and lee, for sharing your alpha delivering ideas with the rest

of us. after the break we'll try to make you more money. coming up, the spice of life. wall street has been offered a new variety of quick serve to salivate over. could it follow in the footsteps of stocks like chipotle? cramer reveals the name and serves up his take just ahead. ♪

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okay, so a couple of weeks ago i get this call about fiesta restaurant group, frgi from jacob in virginia. i didn't know the darn thing, because it's the single most interactive show on earth. i thought it would worth revisiting the $1.15 billion quick serve restaurant chain. why am i circling back to fiesta? because janet yellen's comments yesterday, i think it's important to speculate on smaller companies that offer large risk and even larger potential reward. that seem of course overstretched when it comes to valuations. and fiesta restaurant group is exactly the kind of small rapidly growing restaurant stock -- and i'm not saying investing in or trading in, but speculating in. so i think this company has enormous potential to expand from the small regional player where it happens to be doing well in one part of the country

to a national one. liked everywhere else. that's the kind of the speculative growth story that's hard to ignore. i got that from peter lynch's books on amazon. what does fiesta restaurants do aside from having a festive name? this is a company that operates two different fast casual food consent. first chain is polo tropical which by the way, is not to be confused with los polos from "breaking bad." it's a caribbean themed place, gets half of the business from the drive through -- how much do we like sonic, and the average check is ten bucks. which puts it at the higher end for fast casual restaurants. fiesta's second concept, taco cabana. 172 locations. most of which are open 24 hours a day because it's never too late or too early to have a fattening burrito.

now, fiesta was actually spun off from a publicly traded burger king franchise, too small to talk about on television. this happened back in may of 2012 when it was first spun off, it traded at $11.20 a share. the stock more than quadrupled in value, before peaking this january at $52 and change. since then, fiesta has been taking a siesta. as the stock pulled back ail the way to the high 30s in may, then rebounded back to $34 and change. it's well off the highs, would have the lows. i'm recommending it for speculation as a regional and national growth story. the kind we love. so exactly how quickly is this company expanding? okay, this year alone, fiesta expects to open 25 new net stores and in 2015. i like that kind of growth because polo tropical only has 120 restaurants at the moment, that's a huge number. absolutely. consider that chipotle which is considered a very rapid grower

only has 11% store growth, but of course they're much bigger and really great. now polo tropical is mainly a south florida restaurant chain but the company thinks there's more room for expansion down there. they'll be opening more restaurants in south florida. florida is booming by the way. at the same time, fiestab will opening more polo tropical locations in the less penetrated northern florida market and opening aggressively outside of florida. in particular, ten locations in texas this year. second concept, taco cabana is not expanding that quickly. it has a strong presence in texas, so fiesta's knowledge of the texas market as well as the existing distribution platform should help them to grow polo tropical brand. meanwhile, they're testing a more upscale version which they plan to open in florida over the next three years.

they should have three powerful consents. which is more than many more large restaurants have. so you have one brand that's expanding incredibly rapidly. and hey, in other words this is company that's telling it, you know what, we have a lot of irons in the fire. i like that. how, fiesta trades at nearly 29 times note share estimates. there's the caveat. the long term growth rate clocks in at 20% it's not cheap. if i'm -- that's why if i'm going to recommend the stock even for speculation, we do need to see decent metrics across the board. when it comes to the restaurant space, same store sales. the polo tropical chain posted an increase. of course the weather is good. still it's good. if you look at polo tropical's comps on the four year stacked basis they're up 33% which is the second best four year performance behind chipotle. meanwhile, fiesta sees polo tropical posting 5% comps.

i think they'll beat that. on the other hand, fiesta's second concept, taco cabanament is doing nearly as well. last year it posted 0.5 same stores sales growth. that's sub par. that said, fiesta has a plan to turn it around. which involves remodeling the shows. we know that a good remodeling initiative has done well for many others. popeyes comes to mind here. they're renovating this year, primarily in the houston and el paso markets, i'm going to the positive. hey, it doubled in 2014. now this story is really about the terrific growth at the caribbean concept, polo tropical. but i do think the mexican business canb saved. i don't want to proclaim myself a restaurant expert but i have studied the industry for many years before i got into the business starting my own place in brooklyn. bar san miguel. people love fresh mexican food.

chipotle doesn't have a monopoly on it. and i think that's going to be a strong deal, that should focus some more attention on the group. the point is there's no reason that tropical cabana can't be turned around here. the other thing, fiesta embraces mobile technology. which we know is a very powerful positive for starbucks and dominos. companies testing it, letting the customers order and pay on their smartphones and tablets. and anything that makes it easier to attract the customers and process additional traffic is a huge boon in this business. just ask panera. they're trying to organize that. again, the company does have a healthy balance sheet. just $65 million in debt at the end of the first quarter. at the same time, they have a seasoned management team, including tim taft.

he ran three texas based restaurants. he has more than three decades of experience in the industry. the chief financial officer served as the treasurer of win dixie. she's held various positions at a host of texas based chains, as well as working at brinker and pep pepsico. we are looking for new places to speculate, only if it should only ever account for 10% of your portfolio. that's what yellen said that the smaller biotech stocks are too expensive. i wish she wouldn't comment on it. jack lew says he doesn't think federal people should be commenting on it. i'm with him. at the same time, a stock like fiesta which is down big from the highs but has big growth ahead of could make for a positive regional national growth story. i like other chains more, like dominos and starbucks, but i think our viewer jacob might be

on to something. jeff in connecticut. jeff? >> caller: mega booyahs from connecticut, jim. >> what's up? >> caller: one stock that seems underpriced to me is burger king. seems like dominos and mcdonald's has soared. any value at the home of the whopp whopper? >> it's doing well. of the three, of wendy's, burger king and mcdonald's, i always gravitate back to wendy's. had a big run. like rite aid. had a big run and then gave it back. remember when you're in wendy's, you we're with nelson -- a terrific interview today. thank you for breaking the time warner story this morning. the party is just getting started for fiesta. they could make for a juicy growth tech story. thanks, jacob, i get the best ideas from you, citizens of america. the pipes could hold a real problem in america's oil boom. you can't pay the rent with lights, so i'm going to help you

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what do you do you want to play the booming north american energy renaissance but worried about earning something dependent on the increasingly volatile price of oil? which you have been getting slammed for all month, until today. it rebounded more than a dollar, thanks to the bullish inventory number. how about buying magellan midstream partners, and it sports a handsome 3% yield. the bulk of their business comes from transporting diesel. they have the longest pipeline in the country. the company also has a marine storm business as well as 1,100 miles of crude oil pipelines. even though transporting crude only accounting for 18% of magellan's revenues right now, their expansion spending is focused on oil projects, particularly in the red hot basin. it works like a toll road, roughly 8 5% of the business is fee based and dependent on volume, not commodity prices.

plus, because we have a serious shortage of pipeline capacity in this country, company has tremendous pricing power the. one of the strongest balance sheets in the business. they have a long history of raising the distribution. this one is such a winner. magellan plans on increasing the payout by 20% this year. and another 15% last year. the battle of 3% yield could get larger without the stock going down. but it would be a lot higher except that the stock than on fire. i view it way for pullback. it's been such a consistent, terrific performer, i don't know if you can get one. let's look closer at this incredible stock with mike mears, president and ceo, to learn more about his company. mr. mears, welcome to "mad money." >> hi, jim. thanks for the invitation, i'm glad to be here. >> sir, you have been in this business for a long time. did you think going let's say three or four years ago that yours would be one of the most powerful growth stocks in the country? >> well, i don't know that we're

proud enough to say that we foresaw how successful we'd be, but we did have great opportunity with regards to the crude oil space. you know, we had an underutilized asset, refined products pipeline into west texas that jump started us into the business. we explored putting that proj t project -- that line into crude oil about three years ago. which we just started up last year out of the permian basin. and it's really been a winner for us. it's called our long horn pipeline. the growth in the permian is continuing. that led to another project that we -- that we started about a year and a half ago called bridge text pipeline which is 50% joint venture between magellan and occidental petroleum. that's out of the permian. between those two, we'll have about half of the incremental take away capacity from the permian to the gulf coast. so we have really been in the

sweet spot with regards to crude oil out of the permian. >> but you're one of the biggest beneficiaries if the commerce department does get its way and we start exploiting -- start exporting. because you have splitters. you're the company that could benefit the most by export. >> absolutely. if you look at -- if you look at the greatest risk to, you know, increasing to -- continuing to increase the crude oil production in this country, it's lack of the market. most of the production is light sweet crude oil. there's a limited market in this country. refining capacity was converted to heavy oil a few years ago. for us to continue to increase the production in the forecast, in the permian in the eagle ford and the bakken we need to export it. we have marine facilities in corpus crishristy that can allo

us to export and put it on the water. it creates more opportunities for the business. once we have the infrastructure in place, we can add the storm and the -- add the storage and expand the business with regards to transporting. the crude oil off shore. but you mentioned the splitter. that's a project we announced earlier this year in corpus christi. if you look at the conden sate production product out of the eagle ford, it's tremendous. anywhere between 600,000 to 1 million barrels a day of new production of conden sate out of the eagle ford. we have a pipeline called double eagle with kendall morgan to transport it from the eagle to corp corpus christi. now we have a fee based conden sate splitter. we're not taking any risk, but it's perfectly positioned to split it into the naftas and the other end products that the

market needs and then put some of it on the water if it needs to or stay here domestically. >> one last question, sir. there are a lot of articles about how difficult it is to sight pipe lines, tough arguments about trying to get natural gas from new england even though it would get them off of coal and oil and we know keystone. some places are receptive to building pipelines, aren't there? >> that's absolutely true. i mean, the opposition you run into with regards to new infrastructure is very sight specific. fortunately in texas, in general -- generally in the southwest in oklahoma where we're based the markets generally pipeline friendly. and so we have been successful in getting a lot of the infrastructure built. unfortunately, other parts of the country, i think irrationally have concerns with regards to new infrastructure development. pipelines are the safest way to move products in this country. they have shown that year over year. the safety performance improvement of the industry has been dramatic over the past ten

years. but, you know, those facts don't get out in the marketplace that often because people are so focused on the opposition to infrastructure. but fortunately, a lot of the production is taking place, we're not seeing that opposition. >> well, we're different on this show. we try to make people money and we know that safety in pipelines are actually very much in common versus the ways that the other people seem to want to transport things that are not that safe. mr. mike mears, president and ceo of magellan midstream partners. thank you for coming on the show. >> thank you. >> this is the great growth stock for this moment. they are -- when you hear about us exporting oil, they're the best player. because they have got all of this different infrastructure. they have the longest pipe line, ever everything going for them. stay with cramer.

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>> announcer: lightning round is sponsored by td ameritrade. >> it is time. it is time for the lightning round. you say the name of the stock. sell sell sell. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy?

time for the "lightning round." start with chuck in california. >> caller: jim, i purchased aol about a year ago and it went up to 51. and now couple weeks -- or a month ago it declined by ten points, then today it dropped down another two point. >> yeah. you know what, it's looking also rannish right now. it was not a great quarter. okay? it was not a great quarter. i had felt that the company is turning around. i now feel like there's so much competition for them and yahoo! and the competition is google. i have cooled on aol. i'd love to have tim armstrong on to explain why to stick with the program but right now it's not strong to me. tee-marie in texas. >> caller: thanks for taking my call. >> lone star booyah back. >> caller: i recently heard your show where you analyzed a more comprehensive form of

diversification which included having a growth dividend stock. i'm looking to choose between one -- natural resources and caterpillar. >> caterpillar is a growth stock. vanguard had some good yields. united rentals reported tonight. they had another great quarter. i'm glad we got behind them. that's going to tell you that caterpillar will have a good quarter. if you want excitement go with cat. if you want the income, then go with vanguard. how about mark in wisconsin? >> caller: jim, you always warn us home gamers about companies that pay a big dividend. cys investments pays north of 14%. >> right. i always say dividend like that is a red flag that seems unsustainable to be in this environment given low interest rates. this is another one -- i don't know. residential mortgage, i mean, we have walked away from analy at

the right price. we won't go down this one's path. curtis in north carolina. >> caller: jim, booyah from north carolina. thank you to you and the crew for all you do for us home gamers. >> you're terrific. thank you so much. we guys -- our team is so good. what's up? >> caller: anyway, i love the book. and we're going to -- but the sprouts farmer's market is the stock -- >> i'm concerned. i mean, i'm concerned because the competition is so amazing. you know, look, cooperman was talking about the supervalus. i have to default to kroger. i think kroger has the best fundings. that's an old line one. sprouts i think too hot for this guy. i'm taking one more. i'm going to my home state, rich in new jersey. >> caller: hi, jim. thanks for all you do for the home gamers. i listen to your show for quite a while.

i bought kendall morgan at about 54. we're up to the high 80s. did well. bought it back. bought it back at about 80, 80.5 or so. then the secondary came and went to 73. i held it and came back and now it's in 80s. i think it had good earnings today. do you think that it's time to take some off the table on that again? >> i have to -- i can't violate my own rule, sir. i have not been on the conference call yet. i always tell people you have to listen to the conference call before making a decision. i cannot be so forked tongue to say i like kinder until i listen to that conference call. that's the conclusion of the "lightning round." >> >> announcer: the lightning round is sponsored by td ameritrade. five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor.

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despite a recent hoax that spread like wildfire, taking selfies is not a mental disorder. but if you ask me, you have to be a little crazy to spend so much time in front of a camera without seeing a dime. that's why tonight we're putting on -- putting an end to the whole mad witness the inaugural edition of "stock photography." where i turn your pictures from facebook, twitter and instagram into stock advice. let's take a look at what cramericas are sending with us the #stock pics, and that's

p-i-c-s hold the "k." let's start with a tweet here. okay. who -- who asked @jim cramer, have held sirius for many years. should i continue to hold? in one of the things we said from the -- we saw in the time warner deal, i know this stock has been on hold for some time, but i have been standing by it for a 50% move. i'm not backing away. i think it works its way to four. next one, #pep, stock pics. nelson pelts who has been terrific, and we know that. very good interview today. he's talking about the need to keep some pressure on pepsico. i happened to think that they're doing a terrific job. pressure, no pressure, i like the stock. i think the company is doing well.

next some of these aren't easy. charging our new leaf at wag, walgreen. looking for opinion on ev battery tech play. no. album wire, that is the one because they're making acquisitions that's going to put them big in lithium ion batteries. @gregory riggans, halliburton, what do you think? cooperman liked it last year. i'm not backing away. i think halliburton is a technology company. i don't think it's an oil service company. it's a technology company that works in the space of oil. up next, a tweet from @landra 1. are we going to buy it? no, we're not going to buy arco darr coe or mcdonald's. sorry. one more. no they're giving me the -- it's been a real long day.

stick with cramer. in a world that's changing faster than ever, 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.

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when a filmmaker raises $28 million to make a film which cost $1 million, it's lights, camera, fraud! in an all new american greed >> male narrator: last time, on restaurant startup... >> fire in the kitchen! >> we need a fire extinguisher. >> narrator: three line cooks from seattle, washington, got a shot at their dream... >> all: release the kraken. >> narrator: a restaurant focused on an asian classic, congee. >> wow. >> narrator: despite some major screw-ups during their opening... >> that's not how you work. >> listen-- >> stay under control and just figure it out. >> i'm the guy that believed in you guys. >> i don't think they're gonna invest. >> narrator: the guys still managed to secure a $150,000 deal... >> we did it, bro. >> narrator: and will soon be opening a restaurant in seattle. >> the dream is real. >> narrator: joe bastianich owns 30 restaurants and co-owns eataly, a high-end italian market. tim love is a celebrity chef with five award-winning restaurants and a retail empire. they're both lookingor