>> jack in the box. >> i'm melissa lee, thank you so much for watching. see you foerm tomorrow for more "fast." don't go anywhere, "mad money" with jim cramer begins 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. 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 a little money. my job isn't just to entertain but to educate and teach. call me at 1-800-743-cnbc. or tweet me @jim cramer. let me give you my impression of the peak right now, in the peak of earnings season, that was really bad, it could be good,

it's not good, might be excellent, wait a second, it's trading down, let's go over the quarter again, maybe they'll explain things on the call or does the market have it wrong? there. that's an accurate depiction what you hear behind the scenes during earnings heavy days like this one. day where the dow gained 62 points, nasdaq climbed 4.17%. earnings season, earning season is a mad house! and for the one week at the very height of each period right now, it's a mad house where the guards have been locked up and the inmates have taken over the asylum. >> house of pain! >> for 48 weeks out of the year, there's enough time for you to think before you make a judgment. but for four weeks a year where we are overwhelmed with earnings report, this week, you are up against terrible odds and making mistakes is all too easy.

so how do you make things better? how do you handle the pressure during the height of earnings season? first thing, you avoid the battlegrounds! those are total no-win situations. right now the biggest, bloodiest combat zone on earth is herbalife. you have the outspoken hedge fund king pin bill ackman saying he will deal a death blow revealing the company is in a total fraud. ackman's slickness made it clear he was going to decimate the stock. hes predicting a total shutdown. it plummets 11%. when a guy says he is going to destroy it, what are you going to say, beat me? after he does his thing, herbalife's management comes on

kwauk on t squawk on the street they said it's same old, same old. it's highly unusual you can charge a company with fraud and think you can get away with it without the smoking gun evidence ackman lacked. still another money manager comes on the halftime report and tells scott this $62 stock is going to $300 five to ten years. no wonder rocking it 25% higher today. i'm sure ackman will come back with stronger charges or revelation some authority will stop this alleged fraud. i use the term alleged because it hasn't been proven. back and forth, tennis match. this is a situation that must be avoided at all costs. no one is going to stop ackman making these charges. herbalife has been a play thing in the battleground of hedge fund life. it's a circus. the government seems more interested in investigating the charges than a hedge fund manager who knock as stock down on a fraud charge he hasn't backed up.

don't give me hedge managers boost times all the time when they're wrong, why not knock them down when they are short? calling a company fraud when you are short isn't symmetrical to saying a company has fabulous prospects when you own the stock. stop using stupid reasoning. second, sometimes it doesn't pay to make a judgment. apple reported and everyone keen on iphone sales. apple has a new phone coming out that could have frozen some of the market. we haven't seen impact from the huge ibm deal. that's 2015 business. it could do the whole ecosystem better. bigger phones, millions? how about the i-what the? it was a transition quarter and a good one. selling the stock seems foolhardy. the app store is accelerating in sales in china and other emerging markets are fantastic. the company gave guidance that seemed lighter than expected.

de expectns we screwed up. in fact, almost every company . last year amd put out an earnings release that self-congratulatory, yet the quarter was awful. take general electric which reported on friday. here is a company that comes out and says everythins pretty perfect. i saw the headlines, i was jumping for joy because my charitable trust owns ge. others were, too as the stock ticked up 20%. then you do the deep dive and realize revenues are light. you listen to the call and ge is missing numbers in areas where other companies are blowing aways estimates. oil and gas are on fire. distributive power. so many are doing fine. health care where the company said health care was again soft in the u.s. as we expected. i didn't expect that. i expected after last quarter maybe you would fix the problems. no.

appliances, bad. core leasing, weak. final straw ge is do this acquisition of a french company where the government is trying to make it as hard as possible, lie-off people and clear the decks, which traditionally happens to boost earnings. what is the first question on the call? "i just think some logistical questions on alson. how do you keep the place from falling apart? i guess from now until you close it. do you still bid on projects and compete against you till you close? do you have any control or oversight how operations of how things are run between now and then because it's going to be a while before everything is approved." management said, yes, they are competing with us. that's it. sunk, big outside surprise, going to be a big downside spot.

there were rambling answers that were hardly confidence-inspiring. i thought that would produce more selling. that happened. after three straight down days, they rallied four cents today. let's hope that ipo they filed for their credit card division gives them a lift and maybe some life. 125 million shares coming at you. here is the bottom line. the moral is simple. do not trade on headlines or earnings releases. they are so often wrong or out of sync with reality or masking serious underlying issues, or maybe they don't matter at all. know the expectations so you aren't fooled by the better than expected mumbo jumbo. wait till you get to the guidance portion to make a judgment. listen to the questions in the q&a session. they can tell you if there is disappointment. it's that hard. it's that confusing. often, but not too often, it's that bad. larry in massachusetts.

larry. >> caller: jim, how are you? i'm glad to hear the stitches are out. >> yeah. it's looking better. i don't know. let's see how it's doing? >> caller: too much information, please. >> you are right about that. >> caller: taking time for yourself, you earn it. >> thank you. >> caller: is it fair to say thursday is the new friday at barth and miguel for the summer? >> that's what my manager said. thursday is fine. >> caller: fair enough. i'd like you to try and confirm my read on the ads conference call, alliance data system. i jumped in last month after your interview because of the case they made that hiring 1,000 people supports the economy and the stock. i'm up 5% on my initial buy. the call last week suggests that the hiring and their technology seemed to be working. how should i stay -- >> we're fine.

some people sold the stock. i'm trying to encourage people to look at 2015 numbers. ads you'll read the profits. i like the situation. stay long. stay long ads. jude in new jersey. hey, jude. >> caller: thank you. how are you? >> doing well. >> caller: good. i'm glad. thank you for all the money you made me. i have a question. the o'reilly auto parts stock, even though downgraded and the other auto parts stocks are doing very well, but who are their customers? that's what i don't understand? >> people have their cars for a longer time. i like autozone. let's cut to the chase. snap-on is the winner, sna. we are all in snap-on. we'll move away from autozone. move away from orly. we found our winner in the auto after parts, after market work. it's snap-on. >> earnings season is not easy

to navigate. we'll do it together. we'll make mistakes but we'll do it together. often, it's not that bad. "mad money" tonight, food fight! chipotle versus mcdonalds. you can't resist the fries. domino's delivered a piping hot corner. the real mad men. the ad agencies behind the commercials you love. is it time to tune into the modern day sterling cooper draper price? you better 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.

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mcdonald's and chipotle are statement stocks. they are statements about what people want to eat and what investors want to buy.

and of course, sell. today mcdonald's put up some numbers that frankly were abysmal and cost the stock to drop 28 on an up day. it's so clear to everyone that customers around the world are rebelling against cheap nonnatural, nonorganic food, even if it is inexpensive and relatively tasty. i mean it. i don't eat big macs or mcdonald's fries, but i love them. they are manufactured to be loved. i'm loving it. they trick you with their taste in eating something that is clearly not that good for you. i think that the country, and maybe even the world, is beginning to learn restraint about food that's bad for you, even as mcdonald's does everything it can to convince us the taste is all that matters and it's fabulous, period. their poor numbers are not just here any more but globally. tell you that the rebellion against what we used to love is out in full force, cheap food you. have to give them that.

on the other hand, chipotle with its 17% same-stores sales increase and gigantic earnings surprise that caused the stock to rally 12% is the exact opposite of its one-time parent mcdonald's. it's natural and organic and relatively expensive. mcdonald's the biggest problem is they don't have enough customers. chipotle has too many customers. the 17% gain, best in eight years, has more to do with management getting more people through the lines at lunch and dinner than it does with any special or different offerings. chipotle doesn't do any of those one-off tricks. that's better than how many people can get through the stores at peak lunch and dinner hours where they were able to process eight more transactions than a year ago. that adds up. while mcdonald's spends a fortune trying to lure you into stores with advertising, chipotle does clever commercials online that lay out the food with integrity versus the foreign and dangerous contrast. the company mocks the industrial

food business which resonates with young people. i remember when i stayed so long at mcdonald's senior year of high school once i got nailed for a curfew violation. now i don't know kids who hang out at mcdonald's. my kids have a lot of friends always going to chipotle. i thought that was an anecdotal analysis until management confirmed on the call the embrace of the brand among male teenagers is coming on particularly strong. coca-cola reported weak numbers because people don't want processed sugar water like they used to. even as the elixir is manufactured to get you hood. they signalled a rebellion against what tastes good and a thirst for what's good for you. what is important is to recognize even though these trends seem glaring, they are in their infancy. they could benefit from restructuring.

they have a host of options to bring out value. i would rather be in stocks with organic growth not manufactured growth. while i abhor buying a stock up 11% in one session, i have no doubt chipotle will outperform mcdonald's and coca-cola for perhaps many years to come. ron in kansas. >> caller: hey. thank you for the tip on alcoa. i'd like to ask you what i ought to do here? i've got whole foods and millennial media. i was wondering if i ought to hold, sell or double down on those? >> no. millennial media, no. that company is in disarray. whole foods, the stock is down so much. i don't think the quarter is going to be that good. i don't know how much the stock will get hit on a bad quarter. it is down. i don't want to own it, but i

think to sell it now and then the stock goes down a couple and bounces, will regret that. millennial, no. whole foods, little too low for me to say dump it here. let's go to scott in wisconsin. >> caller: boo-yah, jim. >> boo-yah, scott. >> caller: hope is not a method, so thank you for giving us the tools we need to make money. i bought b&g foods in april after watching one of your shows. i just got home from a two-week business trip. pulled up my stock charts. as you can see, it hasn't been a good week for b&g foods. i'm wondering as an individual investor, how should i be reacting when i see a stock chart like this at this stage? >> this was not a good quarter. it was not a good quarter at all. i am beginning to be very, very worried about b&g foods. i think we give them one more quarter. if they don't deliver, i think -- >> sell, sell, sell! >> chipotle and mcdonald's

telling us about consumer eating habits. the trend is glaring. i never recommend buying a stock up this much, but i don't doubt chipotle will continue to outperform the other guys to come. there is still more "mad money" ahead. domino's delivered a sizzling quarter. can it keep the flavor through 2014? i'm biting into this one fresh off earnings. >> don draper may play a good part on "mad men," but tonight i'm sitting down with a real giant of the advertising world. do not miss my interview with the ceo of ipg. it's dynamite. >> a picture is worth a thousand words and maybe some profits when i go off the charts. stay with cramer. ...for the year. hi. sorry.

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betting on high quality companies with top-notch management almost always pays off. especially if you can buy their stocks in a weakness. take domino's priizza. this stock has given you multiyear gains, some of you -- not me! some may have had your faith in domino's shaking. when it reported first quarter results in may. at the time they delivered better than expected numbers, but the stock got slammed. wall street had come to anticipate the company would beat numbers as a matter of course. and people are worried about soaring raw costs.

the stock dropped on the news. now since the stock has done nothing, let's see. until today. the company delivered a better than expected quarter. this time domino's saw its stock roar rallying to $76. higher than expected revenues. domestic same-store sales increased 5.4%. international same stores, 7.7%. the company managed to take market share thanks to its terrific online and mobile ordering platform, best of its kind which lets you order pizza on facebook. the company want pass the costs to the franchisees. they saw raw costs inflation cooling off by the end of the year. the stock has given you a manage have in any event 715% return since i started recommending it

4 1/2 years ago. let's check in with patty doyle, manageable president and ceo of domino's pizza. patrick, welcome back to the show. >> thanks. >> i said you were too down beat. you emphasized raw costs which were not yours. this conference call notably upbeat, what i sense is this is pretty consistent. there is no huge change at the margin this quarter, that's absolutely right. it was just another great quarter for us. we got that global momentum. it's just rolling along. i think what you are seeing is there's been this real shift in consumers over the last few years. we moved with them. we are relevant to them. the food, the service, technology. it's all coming together. that's really what's driving it for us. >> the technology continues to increase. you are still not 50% that but you are right on the border, right? >> yeah. we are getting really close this quarter.

we launched our ipad app which has done well we did $1 million in the first four weeks. we launched this voice ordering over app which we actually think longer term is going to be a very big deal. people don't have to thumb in orders. they can talk into the phone that. takes us all kinds of places. it's a longer-term keep your eye on that one. >> won't that reintroduce the idea of error? one thing i love about your application, you can't -- if there is a mistake, it's your fault. >> they still see it come up on the screen when they do that. they speak into it, they can see everything there. they will still confirm it so that it's accurate when it goes out. we are really pleased with how it's working. >> why are you so confident raw costs could cool? >> i think we are already seeing wheat was done again today, corn has been down. i think you are going to see some of these raw materials, for us which goes into the cheese

and the meats, i think you are going to see a slow decline. it's been frankly slower coming back off than we thought it was going to be. it's been gradually working its way back down. that works just fine for us. >> in this quarter, there was a direct question about a company that's not doing well. you have always said you think the big guys, papa john's are taking share from the little guy. you use the term share don'tor this time in reference to pizza hut. is pizza hut falling apart? >> i don't think so. yum is a big company. they've got big management. they'll figure it out and make tweaks and get things out. the fundamental of the large players taking shares from the smaller players is clearly what's been going on in the category. i think that will continue. pizza hut had a few bumpy quarters. i'm sure they'll make changes and move forward.

>> i always hear facebook with you. i don't hear much twitter. it seems to me that the dollar you put in facebook is giving you more bang for the buck than whatever you are doing with twitter. >> it has been a little bit. we do very well with paid search, banner ads have worked for us. basically, we balance things out. we've got the analytics so we are moving our digital dollars around. we can see exactly the return on investment that we are getting in those. so if we start seeing something not working quite as well, we can shift dollars quickly and get that return off of it. we do that on an ongoing basis. kind of balance things out. so we get to ultimately the same sort of investment per order across the different digital channels. >> okay. let me ask you. put it point-blank, is twitter

any good? >> there are a lot of people connecting with it. there is a lot of instagram. we see that you see over these years, you see people shift around between some of these different platforms. you are going to follow the eyeballs, follow the time in front of these screens. people are going to come up with ways of making the advertising effective and efficient there. as long as you are getting people to spend time with it, somebody is going to figure out an efficient way to monetize that. >> i thought it was interesting. you are spending money to reimage the stores. candidly, i don't go to the store. the guy comes to me. why do i care what my domino's looks like? >> it's part of the reason we did it last. when you think about what we've done to make domino's more relevant, we fixed the food, brought technology in, making sure we are getting the service right to our customers, advertising has been working well. reimaging the stores is a bigger investment for us.

we are doing kind of 2/3 of our business, delivery 1/3 to 40% of orders are carryout. you're right. you get a little less of a bang for the buck there than you might if everybody is coming in and doing business with you there, but for us to be relevant, we've got to have great-looking stores. and there is a real opportunity for us to grow within carryout. we've been known as the delivery guys. >> have you been laying off the cheesy bread? you look real thin, man? >> you know, more time on the treadmill. pizza is a great way to be healthy. >> fair enough. great quarter. glad to see you more upbeat. i had to let you have it last time. i see good consistent business and so do you. thank you so much, patrick doyle, president and ceo of domino's business. >> thanks, jim. >> it's rested, it's ready, it's taking off. domino's pizza. stay with cramer.

coming up, the real mad men. from taco bell's ribbing of ronald mcdonnell. interpublic group is the advertising giant behind some of today's biggest commercials. can they keep delivering in the digital age? now that we mad

a chunk of earnings season, i think it's worth looking through the companies that rallied post quarter to see which could have a lot more upside. that's why tonight we are going off the charts with the help of dan fitzpatrick, a terrific technician and colleague at realmoney.com. check out the action in three stocks already up since they reported. stocks that fitz identifies could be the biggest winners going forward last week. which does he like? kinder morgan energy partners, kmp, morgan stanley and hon, honeywell whose ceo we had on last night. why don't we start with kinder morgan energy partners. they have a 6. % yield.

this is the daily. this is the stock that peaked in april last year. it's been kind of not so great since then. it spent the last 12 months trending lower. between april 2013 and march of 2014, this stock lost 20% of its value. in fact, this past february the stock declined 6% in a single session, selling off on massive volume, some newsletter charged the company is not doing its accounting right. as fitzpatrick points out in march, kinder morgan made a very, very real bottom. the stock has been bouncing back with a vengeance since. we know this was a legitimate bottom. in february and march the bulls gave up. they couldn't take it any more. you've seen that before. they started dumping the stock. after this wholesale washout, you typically see a pretty rapid rebound. that is exactly what happened with kinder morgan. this was the crescendo sell-off.

fitzpatrick noticed things turned around quickly. first in may, kinder morgan printed a higher low, but broke out above the 200-day moving average which had been the ceiling of resistance keeping a lid on the stock for months. a couple of months ago it busted out of that key level. this breakout confirmed the early stages of a brand-new uptrend. today the stock-short-term 50-day moving average is crossing over the 200 day in what's known as a bullish crossover. you can see everything is coming together here. this is the kind of positive that every chartist and their mother watches out for. it often predicts higher prices. breakout, coming through that. broke out of that line. 20 day, check. 50 day check. 200 day check. over the past few weeks, fitz points out kinder morgan has been tracing sideways. the company reported a solid quarter last wednesday. good conference call.

since then the stock started roaring again. kinder morgan consolidated the first leg of its rally. now that it's broken out above $83 where it briefly peaked three weeks ago, fitzpatrick believes the stock is ready to roar in the second leg of its rally. my colleague pointed out the exact same thing this morning. this one is breaking out. i'm with these technicians. i endorse ceo kinder as one of my bankable 21 chief executives in "get rich carefully." this stock has gone from a dog to loved again. it's right. take a gander at honeywell chart. they delivered an excellent quarter last friday. this is beautiful. we heard terrific things from the company's ceo, another bankable 21. not only are the fundamentals here strong but fitzpatrick thinks the technicals are incredibly bullish. honeywell has been trading sideways. for the past five months. in chartland that is not sideways, that is building a base. in honeywell's case it's been

building what is known as a high base. that's when a stock gets locked in a sideways trading range for multiple months right after an established uptrend has taken the stock many points higher. whenever you see this consolidation, i've got to wonder if the stock is forming a top or merely taking a break before resuming its upward projectory. fitz thinks the stock was taking a breather before resuming its rally. in part because the consolidation occurred on lower average volume. there is your volume. that is low and that's bullish because of what it does not show. the lower average bottom indicates the big institutional investors have not been selling. they held on to the stock even though it was flatlining for months on end. now fitz believes the consolidation is over. honeywell has been moving high were a will. at the end of june, stock was below $93, now at $97. rallied two quick points since

friday. fitz thinks we are breaking out from a high base. he puts out the last time honeywell broke out on a similar base was 2013. you had a 50% rally. ceiling is $100. he thinks the stock goes much higher. i like honeywell. i don't know if it has that power behind it. finally, take a look at morgan stanley. because fitz likes what he sees here. in some ways this chart is similar to honeywell. morgan stanley has been consolidating more than six run. he believes the stock could be ready for the next leg. first the 200 day, the average has established itself as the bottom end of the range here. don't you love that it? it's acting as a powerful floor at $30 and change. second, the stock has been trading sideways for so long. the sideways pattern that its

50-day moving average is flat. meaning there is no real trend. he seems this vacuum asseting the stage for the resumption of the uptrend that made morgan stanley a hot stock last year. morgan stanley has been stuck in a narrow range, $31.50shgs $32.50. these haven't been seen since the financial meltdown. once the stock breaks out, he thinks the sky's the limit. after reporting a stronger quarter last thursday, the stock broke out past $32.50. today it's $33. the rally has arrived. if morgan stanley drops below its 200-day moving average, he thinks all bets are off and the stock could get slammed. i'm 100% onboard with the upside. i'm not buying into the down side. volatile, possibly overextended market. we are searching for stocks with strong fundamentals as demonstrated by positive earnings reports and strong technicals based on his interpretation of the charts. kinder morgan energy partners,

honeywell and morgan stanley. i think all three merit your attention and homework, if not necessarily your dollars right here. "mad money" back after the break.

it is time, it is time for the lightning round! cramer answers rapid fire calls and i say sell, sell, sell or buy, buy, buy, then this sound and the lightning round is over. are you ready, skee-daddy? dan in michigan. >> caller: boo-yah from michigan. i'm looking at huntington bank shares. >> no, no, start buying. that was one of the best quarters of all the regional banks. i like hban. marcia in new york. >> caller: thank you for taking my call. i like wp carey. >> i'm going to suggest epr properties. that develops properties leased to entertainment.

that's better in light of the i-max push. jason in maryland. >> caller: thank you for all the advice you give. i have a question about activision blizzard. >> this group is red hot. it's unbelievable. activision is good. don't forget, take two, 52-week. rick in florida. >> caller: yeah, jim, boo-yah to you. >> boo-yah back at you. >> caller: i wanted to ask about six flags? >> i think the stock was down -- look. they obviously said negative things. but you know what? the yield is good, the company's management is good. i like the weakness, but don't forget i like fun more than six.

>> caller: what is your opinion of government properties income trust? and its 6. % yield. >> to me it's a good deal. i would take the yield. it seems like an interesting idea. people looking for yield. you know what? let's not stop here. rich in north carolina. huh? >> caller: boo-yah, baby! >> oh, yeah, man. absolutely. right back at you. that is a fantasy football boo-yah. what's up? >> caller: what's up? >> tell me what stock you want to talk about. >> caller: it's on its new highs. its profits are underperforming its peers. i don't know whether i have a nice gain in it in petrobras. >> i went out earlier and said it's real good.

i like pbr. i'd like to go to kevin in florida. >> caller: boo-yah from the sunshine state. how are you doing? >> thank you very much, gator. >> caller: my stock is crcn. trying to see as far as maybe a two-year position. >> i don't want to say i don't care about care.com, but i don't know care.com. so i am, indeed, going to have to take a pass. and that, ladies and gentlemen, is the conclusion of the lightning round! [ bell ringing, applause ] 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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we're going public! [cheering] the fastest in-home wifi for your entire family. the x-1 entertainment operating system. only from xfinity. >>. >> every now and then a huge transformational merger just blows up. all the players involved end up in disarray. that's what happened with the gigantic merger between advertising titans on the common publicists. in may the deal fell through. publicists seems dazed and confused, posting disappointing numbers today. claiming they were distracted by the failed merger. within the disarray from the second and third largest ad agencies, a clear merger may be emerging. i'm talking about the interpublic group of companies ipg, the fourth largest advertising agency on earth.

in an industry where the top four players control most of the business, ipg is a conglomeration of advertising agencies. if you watch "mad men" while surfing for "mad money." an easy mistake to make. revenues came in heighter than expected. management came an improved outlook for a full year. 21% of the shares have been bought with a huge buyback. take a closer look with michael roth, chairman and ceo with michael roth. welcome to the show. >> thank you. how are you? have a seat. on the conference call which was terrific, this is july 18th, there is a line in it. i thought it was amazing. you said that it's interesting. this is the first time digital has exceeded network spent. this was the quarter, the

crossover. >> yes. everyone saw it coming and the growth of digital has been enormous. what's interesting is historically has always been a disconnect between viewership and eyeballs and advertising spend. finally, digital has caught up. we saw it cross over. >> is it easy to measure the return on investment for digital? >> it's always easier. certainly compared to tv because it has a direct correlation. we have tools and research that accounts for it. that lends itself to a better roi calculations. >> now, we also know that, again quoting you, the upfronts were kind of weak this year. is that because of digital or as we hear, it could change, things could get better in the later market? >> let's not kid ourselves. tv is still a powerful force, okay? it was soft in the upfronts. i suspect we'll see a stronger scatter because in any integrated offering, tv still

plays an important role. i'm not sure whether digital was the reason for it or not. >> are we talking about say the google carpet bomb, the programatic buying or include twitter? >> digital is embedded in everything we do. our pr businesses have digital capabilities. digital is part of our dna. we refer to it as everything, in part of what we do. >> i watch "mad men" i'm amazed when someone gets a big win it does matter. you recently won microsoft. that's got to be a huge piece of business, particularly with the new ceo. the new ceo said over and over again, including on the earnings, bold, bold, bold. are the instructions to just be as mold as possible or are they

just turning it over to you and say re-image us? what does it mean to get that account? >> we have the talent and resources on a global basis to deliver what the client is looking for. it's very specific when you receive an rfp of what the clients are looking for. we have to show our expertise in the marketplace, show our global presence and show the creative talent that meets their objectives. it includes everything we do. >> does it mean we are not going to hear those commercials that have a popular song at the end? does it mean you'll hear the name xbox more and windows less? >> no the way we appreciate it and what the client was looking for is a full integrated offering. it includes digital, it includes everything. frankly, that's where we move the needle. >> pizza hut stumbled. i see our friend donny deutsche, you just got that account. are they saying help us, you figure it out? >> i think what happens is whenever there is a review, something's wrong with the

existing agencies that are servicing the client. they have a need. we've been working with yum! brands in terms of taco bell, as well. so we have a good relationship. they have a lot of confidence in our ability to deliver. it was reflected in the assignment. >> okay. now, after the deal broke down between the two others, both these companies are clearly going to try to make being a significants going forward and all eyes are on interpublic. fair statement? >> yeah. since our new management team some nine years ago took over at ipg, everyone is watching us in term of what's going to happen. our marching orders are very clear. build shareholder value. what we do is focus on our clients, focus on execution. we've been building shareholder value. everyone looks at what we've done. our global footprint, our talent, our expertise, and if there is someone out there who thinks they can either do better or prepare to put a very

attractive offer on the table as a public company we are obligated to look at it. >> i've got to do that. >> we don't need to do a transaction. >> okay. we are so focused on digital. do you think more money went from your account, and what ratio facebook to twit they are quarter? >> i don't have that specific. facebook is dominant. >> last question. do you try to get it so we think of an ad? we all joke here every width, mike, mike, mike, hump day. is that a win when people mention that? when i hear people mention an ad campaign, that's a win. it's just part of the parlance. >> i don't care what you say about me as long as you're talking about me. what you see in hump day was a geico commercial. martin agency has been working with dpgeico for that. when we get something like that that becomes part of the everyday phrases and laing wages, we are proud of it. >> does warren buffett see it ahead of time? >> i don't know the answer to

that. i've got to believe he liked the, "mike, mike, mike." it's sensational. thank you for being candid about the takeover and microsoft. i'm glad we have this relationship. your company is a terrific company. i've done a lot for shareholders. >> i appreciate it. >> michael roth, chairman and ceo of interpublic group. [ radio chatter ] ♪ [ male announcer ] andrew. rita. sandy. ♪ meet chris jackie joe. minor damage, or major disaster, when you need us most, we're there. state farm. we're a force of nature, too. ♪

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