>> thank you dom chu. i'll see you tomorrow at 5:00 for more "fast." . >> i am back tomorrow on "closing bell." thank you for joining us on the special edition "mad money" coming up next. >> good night. ♪ ♪ good morning, everybody and welcome to "the rundown kwoe "coming to you live from the singapore stock exchange. >> i'm pauline chu, first up, here are the top five things you need to know right now. >> a divided market, the s&p 500 once again on a record high as the dow slips. amazon, meanwhile, disappoints after the bell. >> if you're doing business here and if you're basically still an american company and you're simply -- >> to own this stock. today with the dow dipping three points and the s&p advanci

advancing .05% and the nasdaq climbing, i want to talk about what's become the must-own stock of this earnings season. ♪ facebook. if you paid any attention to the market coverage today you probably heard someone say that facebook with the newfound $190 billion market capitalization after the $3.69 rally is ridiculously overvalued. you heard it. i heard it snc! you know how they slam it! >> wait a second. they use brand name comparisons like, what do you mean it's worth more than intel or oracle for heaven's sake? that's wrong like they're indig minu nant about it. it's past merck some merck is now tied with pfizer? no way! no relatively recent upstart can be worth that much, right? it just came public two years ago, right? it's crazy that it's larger than

so many american, established dut companies, right? wrong! wrong. i'll do the real analysis that portfolio managers use, let me first explain just how stupid this kind of compare son, reasoning really is. i remember in the mid-en 1980s i was, woing at goldman sachs. i had this beat on merck. yes, merck that was developing a new anti-cholesterol drug called mevacor. he was saying that mevacor could ref lugzize the way we treat hear disease, specifically, he envisioned a world where the link between high cholesterol and heart conditions at that time very tenuous and not talked about, hard to believe, but wasn't, but would be well-established and millions upon millions of people would be taking statens, the anti-statens and merck was one of them. it was the first. i always kept in close contact with the drug analyst at goldman

sachs so i asked to see his model for merck's future earnings. it showed that mevacor, this anti-cholesterol drug in the out years, a couple of years from now might be making as much as 200 million annually. twr no one was talking about it being a big drug. in account fa, that was a loser. i had my clients buying merck. i had a feeling and then the stock was starting to run. and then a major magazine put merck on its cover basically saying how it might be the most overvalued stock on earth, so overvalued and that passed general motors in capitalization. the great general motors. well, i'll be. guess what? a huge percentage of my client base read that article and i got my butt handed to me by so many of them. >> sell, sell, sell! >> they dropped merck like a hot potato and some of them dumped me for being a gunner.

i had faith. i took pretty much every dime i had to buy merck options and when that drug hit and the publicity got it to blockbuster status, i cashed in on those calls and was wealthy enough to quit goldman sachs and start my own darn hedge fund with my winnings. along with fiezor's lipitor became the greatest-selling drugs of all-time. lipitor sold $125 billion worth of product. the moral of the story, don't listen when someone says the stock is too expensive because it's bigger than such and such company. it doesn't matter and in retrospect, didn't merck deserve to sell at a premium sense gm went bankrupt? which brings me back to merck and market cap and why i think it makes so much sense. i think facebook will overtake pfizer and many others as it achieves must-own status. facebook has real earns,ed on wille eed

onnels of them. they don't have the earnings at all, but facebook is doing so well i could see itting $3, write that down. their 3 per share in 2016. why does that matter so much, $3? because growth-oriented money managers judge by what should be paid for them, meaning the price to earnings multiple. first, you figure out what the company can earn, and in this case i'm telling you $3, stick with me. then you figure out how fast the company is growing. right now it has north of 60% growth. you have to figure out what that's worth right now. i want to be conservative. it's selling at one time the growth rate and even though facebook is obviously far, far superior to the average stock. let's pretend it isn't. let's say it deserves to trade at just half of the growth rate which is an absurdly low number and here's the arithmetic. it's not math and you take that price to earnings multiple, p-e multiple of 30.

you multiply it by the $3 earnings estimate i just gave you and voila, you get a $90 stock. yes. i see facebook going to $90, 20% higher than where it is now and i'll bet that most growth managers infected with the must-own disease will regard my calculations as being ridiculously conservative. why? because facebook is run so well and has so much open runway, that's why. last time they wrote down the terrific and medium short strategy among the dream conference call i've been on. there's that thing of beauty. martin zuckerberg had me from the first line when he said this was a good quarter. i love humility. remind me to get some. i heard some critic today say it's preposterous to say facebook has doubled since it came public. you know what? i agree, but i'm coming from the opposite direction. it's last night's numbers and i think it is preposterous that

facebook's stock is cheap. it it deserves to be much higher. the reason? mobile. conference call was a total amateur hour, and management acted like it didn't even matter and -- it sounded like they put the call together that afternoon. what a change. i love this call. it was drama. it's like one of those really great things like hbo or amc. they established themselves as the king of mobile. of the 829 million people using facebook every day, more than 650 million use it on mobile. 62% of the 2.9 billion in ad revenue came from mobile and that's staggering and every bit as staggering and i heard that and you've got to be kidding me. in less than two years this has gone from being audit with the advertising strategy which counts for half of the media spending within two years and you know i speak to the ceos often online and i believe facebook will be the bedrock of the entire media strategy hence why $3 a share by 2016.

i think we'll see the the fruits of some of the facebook initiatives and virtual reality. the potential mron tiesation streams are mind-boggling. best of all, the actual content, who writes it? you? >> that makes facebook's gross margins insanely large and the expense structure is ridiculously low and a huge amount of revenue streams, facebook is offering advertisers a monopoly. a monopoly on you. i'll bet they can raise rates for every ad they sell and it wouldn't mean a thing. the advertisers would not even blink. they will pay. i think facebook is just realizing that's the case. one more word about the future. back in the 1980s, it's funny. everyone wanted to work at merck. it was the hot place to go. by the end of the 1990s, everyone wanted to work at goldman sachs. they have the best of the best. you know where they want to go now? they upon a job at facebook and the young people are the annuity stream to the juggernaut. don't fall prey to those who say it shouldn't be worth the

comparison stocks. understand this could be one of the most lucrative companies of the era to other must-own stocks. let's just hope the stock comes in tomorrow so you can buy it lower. sadly, when they're this good they usually can't. tony in new jersey. tony! >> hey, jim. it's me, tony from new jersey. >> what's going on, man? >> boo-yah. >> i had great paintball up in wane, new jersey, what's up? >> in the last month or so the solar sector has been volatile to the down side. what are your thoughts on first solar? >> their solar is cheap. it did spike up after the analyst meeting and i think first solar is the bargain. i would own it. how about we go to ed in florida, please. ed! >> yeah. this is ed from florida. how are you? >> i'm real good, ed. how about you? >> so-so, but anyway, i appreciate all that you do for us, okay? >> thank you.

>> anyway, i've had had -- since 1999 and it went sideways and i'm down, like, four points, what should i do? >> i have to tell you, i was on that conference call, sir, and it was terrible. it does yield 4%, but they are in a huge secular decline and they're in a world of hurt, but if you ask me where i think the stock is going. i don't think it's going higher. it will stabilize at 4 1/4 and if it does jump, sell, sell, sell. >> arthur in wisconsin. >> boo-yah. >> boo-yah. i've been listening to you for years and enjoying the program immensely. >> thank you! >> the question of the night is i've been buying epd for the last three years for my retire am fund and reinvesting the dividends. the question is shall i sell some after the split or should i sit still? >> you don't snead to ask me. you've been listening to how

good the stock is because enterprise products partners is the best mlp. don't you touch that sucker. that thing's going higher. what's the must own of the moment? none other than the high and mighty fb, facebook. when, if ever, it comes in, i suggest pulling the trigger on "mad money," tonight, skechers is hiding a stride? i don't know. they're running with the players after pulling past expectations. can they keep up the pace? i'm taking a lap with the man behind the brand. get behind a $9 blue plate special served up by a hitter hedge fund manager and plus i'll reveal threeec broen stocks that could be the best bargains out there. stick with cramer. don't miss a second of "mad money," follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc.

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♪ ♪ look at skechers run. this footwear company which has one the of hottest brands out there just reported a monster quarter last night in response, the stock rallied to $3.89 and that's 8% all-time high. skechers are earning 68 cents per share and 28 cents beating the of mats and the revenues came in substantially higher than expected, rising year over year. domestic wholesale business up 35% and international up a whopping 54%. meanwhile, at skechers, the company-owned retail stores posted a 13. % increase in same-store sales while adding 16 new looks bringing the total up to 413. the company plans to open 40 to 50 more during the rest of the year and that's a monster acceleration. even better, they've seen it from the first half of the year to the second half. what a turnaround. many were writing skechers off, tarnished brand and the ftc sanctioned them for overaggressive markets for their

shoes. fast forward to today. we last spoke to management on june 4th and i pushed this thing hard after learning the story and yes, loving the shoes which i both wear to work out and on the weekend. since then stocks have given us an 18% gain and let's check out with david weinberg, he's the cfo and coo of skechers. mr. weinberg, welcome back to "mad money" and let me do what everyone else did on the conference call. congratulations, sir, for a great quarter. >> thank you very much. we appreciate it. >> i saw numbers that, frankly, i've never seen before from a retailer. how is it possible to have triple digit sales increases in women's sport and sport active lines? >> well, it's all about product. just like we showed you last time. when the product resonates around the world and times are good it sells well, and it's when we had a great opportunity and we were ready for it, so we fulfilled everything we could and it really was a perfect quarter for us. >> let's talk about around the

world. triple-digit growth in the following countries, australia, new zealand, mexico, south africa, south korea, turkey, united arab emirates. this stuff sells everywhere? >> it sells everywhere and that's the key. it sells everwhere and the same types of products sell everywhere to different degrees and it resonates throughout the world and it's one look around the world and it is skechers and it's doing very well. >> you've often told me you're a marketing company that makes great shoes. that's true. i want to know in terms of marketing. you signed demi layoff at on. you signed everybody that's both of my generation and the younger generation. you said you're going to have her do social media campaigns through 2016. is it money for facebook or twitter? what's with the sketcher-layoff at on relationship. >> it will be online and through normal channels. we use our celebrities everywhere. it's true, from young to old and we've done very well with it and

they obviously love the brand. we get more calls for people to wear our shoes and to represent us than we've ever gotten in the past. people like the look, like the feel, are comfortable with it and love the brand. >> where are you guys, you are still very small penetration for the world. we saw it in a great line for earned armour, but i look at where you are in terms of percentage, don't you think you could double your percent of the footwear business without a problem? >> without a problem. it's only a matter of when. we think in the next three or four years we should be as big or bigger outside of the united states as inside the united states. >> talk to me about the campaign that i like, the campaign where you're going to have -- people would say my age or maybe a little bit younger wearing the shoes, maybe perhaps for the football season. is that when we'll see the ads? >> they'll run the whole year. some will start later. we've had joe montana. he's done well.

we have namath and pete rose. they do great. >> do people love pete rose even though, you know, he had -- people, i'm from philadelphia and he won us the world series, so i love him. >> we love him, he's great and he loves the shoes. we think he's great and we think that everybody will like the spot, as well. he did a great job. >> i wanted to ask you, all these different doors that you have. how is macy's doing for you? >> very well. the finish line group in macy's which is where we sell has done very, very well and they keep telling us we're one of the top one or two performers for them in the venue. >> you mentioned kohl's positively. >> kohl's is doing very well. every place the shoes are around the world whether it's domestic in our own stores and our partners around the world or in the united states has done very, very well. we have heard nothing back where people don't do well with the footwear. >> can you give me a view about all the ends that are selling well for men because the ones that i -- i bought some that

are, you know, they're like brown canvas, and i'm not kidding when people say hey, cramer, you look good. i'm not kidding! where are these ideas coming from and what's selling for men that's doing so well? >> men's? the whole line. our sport line, our performance line, our break and brown line which is what you're probably wearing in the canvas, and our work shoes all are selling very, very well and it's all coming up and doing great. >> so this acceleration of stores. where will we start seeing those? >> everywhere. i mean, we read off a list when we did the conference call. they're around the country and all around the world. actually, our stores around the world are doing better than the stores in the united states. we plan on opening more in japan. we have a big presence in chile. we have a presence in canada and we will continue to open more stores in europe where the comp store sales are significantly higher than the states because the brand is catching on and it's growing very, very nicely. >> as i said to you, i thought it was the most undervalued

growth story out there. i think after this, it remains that way. thank you so much, sir, for coming on the show. >> thanks, jim. appreciate it. >> guys, it's real and it's not getting the respect of what happened a couple of years ago, people don't believe it. skechers is for real. after the break i'll try to make you even more money. 6 ♪

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♪ [ male announcer ] if you can't stand the heat, get off the test track. get the mercedes-benz you've been burning for at the summer event, going on now at your authorized mercedes-benz dealer. but hurry, offers end july 31st. share your summer moments in your mercedes-benz with us. last week i had a roll privilege. i hosted a panel on cnbc's delivering alpha conference, three of the smartest money managers i know laid out their very best ideas to me and david faber. larry robbins, fortress investment and i don't like the fact that you have the conference and everyone gets all excited and then the names are forgotten in the ether somewhere. this conference was too good,

but before i get you town to the specifics let me take a moment to explain why it's worth focusing on picks from the money managers. these are long term. needless to say we're dealing with three brilliant guys who take tremendous pride in their work and put their money where their mouth is, they were chosen after rigorous analysis by the hundreds of portfolio managers and analysts they have working for them. people who were among the smart of in the business. these ideas are constructed after only much debate and months of bottoms up analysis and specific price targets based on specific valuations and they've done the work for you and they've come into the conference and we just forget about them? no, not on my watch. tonight we're kicking things off and one of the best stock pickers on earth and i've known lee who was a young kid when he was wruning research and he gave me an amazing recommendation, telling me to get behind berkshire hathaway and now it's worth more than $192,000.

since last week's conference he's given me an opportunity to do a deep dive into the thinking behind each of his ideas going into why he and his firm likes these so much. cooperman's super value, svu and ets. why does he like super value, the supermarket chain that was fighting for its very existence less than two years ago? super value has been on a tear with the stock just pennies below its 52-week high, but this is a story with a lot of hair on it and remember on wall street, hair is a bad thing like finding a bunch of curly hairs in your salad. >> oh! >> so what does cooperman's -- what does cooperman see in super value behind hairs in your salad? first of all, early last year, the country brought in a new management and the ceo of officemax and he's taken aggressive action to stabilize the business and selling four brands and acme, mime from

philly, shaws to the $3.3 billion deal and it did wonders with the balance sheet. he transformed into one that can focus growing and improving the operations rather than merely struggling to survive, shrink to thrive. success, even after the asset sale sale they stole businesses from under the same roof. there's the supermarket business and 191 stores under five different brands and there's save a lot and the discount grocery chain and 301 company-owned stores and 951 franchises and super value is a leading wholesale food distributor selling direct to other grocery stores. the sum of these three parts is worth than what the current market is paying for the stock, and yet it's a break-up story. cooperman's sum of the parts and sotp, and the sum of the parts analysis gives them an $11 price target that's a nearly 20% premium where the stock is

currently traded. it's likely that super value can sell the retail business and that would help unlock the sum of the parts' value. plus the company is planning an analyst day for the save a lot brand and cooper thinks management will paint a bullish picture and it will have a turnaround and the market is not giving it enough credit for. >> you have a cheap stock, a turnaround story and potential for potential-enhancing breakup. the risk is fairly limited and even if one of these plays out, and let alone beth of them and no wonder cooperman looks value, although you should only buy this for speculation. i'm know crazy about the supermarket business and this feels like rite aid when it was at five bucks even though svu did hit a 52-week high today. it could come in. income up, cooperman recommended atlas energy and that symbol, atls, that's the general partner in two daughter mlps, atlas resource partners and oil and

gas producer and atlas pipeline partners and that's a natural gas processing and treatment services play operating in texas, oklahoma. they have a 6% stake. what's the thesis here? simple. he thinks atlas energy is darn cheap and he believes company can keep raising its distribution by leap asks bounds over the next five years which is impressive because the stock is expected to yield 4.7% for 2014. atlas trades at a discount to its peers. we always have to do apples to apples and this is too cheap. the analyst forecasts think it can grow through 2016, must faster than the group average which works out to be a 5.6% yield next year. if the stock stays at a 6.9% yield in 2016. wow! atlas energies is the only publicly traded general partner of both the. line mlp and the production mlp. we talk about this all of the time and it gives it two red hot industries, both through organic projects and potential for its

subsidiaries. as a general partner in atlas resource and atlas pipeline the company has incentive distribution rights and idrs. these idrs mean that as the distribution of atlas resource and atlas pipeline rise, it is entitled to a greater percentage of the incremental cash flow from both companies. right now the idrs are currently at the maximum level for 50% for the production mlp which means the company is raking in the cash hand over first. upon where does cooperman see the stock going? >>is bahhed on a net asset value and atlas pipeline. he believes that atlas energy should be worth $59. i think he's being conservative. atlas is paying you to wait in a very low yield environment and one last point. we see a lot of m & a activity including with brightburn energy. i wouldn't be surprised at all if atlas energy which has a relatively small value of 5.2

billion turns out to be a takeover target although they work with any takeover speculation and they've sold another can company that lee liked. so here's the bottom line, and his ideas have almost been foolproof in previous years. i think it pays to sersly consider ideas he's receiving and i think they will outperform the market just like we have the to two. atlas energy, cheap stocks and the sum of the parts is worth more than what the market is paying for. super value and atlas are headed higher, remember, once again, best performing money managers come to delivering alpha, i'm not letting these picks die on the vine. hugh in texas, please, hugh. >> boo-yah, jim. from brownsville, texas. thank you for making me 10% on emerge energy. >> that's a good one. thank you very much. >> kraft, i'm 2% down.

do i go ahead and keep it or do i buy more of it? sell it? >> i was talking with stephanie and this market's become difficult again. i know the s&p is at its high and there are stocks that are all over the place and i think kraft because it has a 3.6% yield i think it's fine. i think you're fine on kraft and the only reason i mentioned this it is because we kicked around buying the stock for the charitable trust. let's go to curtis in north carolina. >> hey, jim, a north carolina boo-yah to you and the crew. >> we have a great crew. what's up? >> i was with schlumberger and i see where they are at with the revenues and i want your take on schlumberger. >> yes, as a core holder. the stock had run very big because there was a brokerage house that just basically said this was the greatest stock since sliced bread and used a huge price target and they reported and they were want promotional in the call and they said things are okay and the

stock sold off. i agree with you. it's a buy and look at how it held up today even though diamond offshore reported a bad number. schlumberger didn't go down, schlumberger is higher and it is going higher and it is a -- >> buy, buy, buy! >> if you can't beat them, join them. you learn a lot like cooperman. they're solid and they can be headed higher like most of the names he talked about the year before that and the year before that. air gas is up big since winning a prolonged fight against a hostile takeover. is there more gas in the tank or is it doomed to run on fumes? trash or treasure. i'm seeing if three brocken stocks can be bargains in disfwiez and plus your calls in the lightning round just ahead. stay with cramer. don't just visit rome.

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shareholders and if it makes sense for allergan to resister the hostile takeover bid from pharma? remember that air gas fought off a hostile bid from air products in 2010 and 2011, air product's final offer was $70 a share and air gas insistered it could reward shareholders as an independent company and three bankers agreed and sure enough, the stock broke up above $100 and never would have seen that if you were with air products. the stock's currently down slightly for the year. the company just reported this morning delivering in-line numbers, hey, in this market only meeting the expectations the stock gets sent down, and $1.48 decline pt upon company reignited its history of outperformance and it's a difficult economy here and take a closer look of air gas founder with peter mckoslynn and michael m our, lonin ito find out what's new. >> i have to tell you, i think

janet yellin's job is hard. unemployment was great this morning and best in many years. so many sectors are good, but you guys are the most consistent company i've dealt with in the last decade. i don't get it. you've got trends, some great, some bad. what's going on? >> well, we do have some great and some bad. >> right. >> we have over 1 million customers and we're in all these different session ams and sectors and for the last two years all of our modeling has become disconnected. >> give me a trend and give me something. >> i can give you one trend that we hope is beginning to materialize. about 20% of our hard goods business which is a 35% of our sales so 20% of that is a capital equipment purchase buy the consumer. >> by the consumer. >> right. we sell the capital purchase by the customer and historically for years and years and years that was our leading indicator as to what was going to happen to the rest of our hard goods

business which was much more directly related to production. >> okay. and finally, for the last two quarters, we have started to see a positive volume growth across numerous sectors of our capital equipment component. >> give us people at home what will be the good -- >> manufacturing and it could be in a non-risk construction which for us is energy pipelines, power plants and things like that and it could be in plant maintenance and that's where that product is used, but historically when the customer loosens up on the capital strings and starts to spend on capital equipment they only do that when they're comfortable that the production to use that equipment with is going follow. >> that's a positive because one of the things that i saw when we first started talking before air products and the consistent numbers and you had the locals because of the economic slowdown, but safety products, medical sales, these have always been givens, what happened? why are they not up a lot?

>>el with, you know, until the great recession, we call them the non-cyclical sector ones or the counter cyclical sectors, but you know, with all of the pressures on health care institutions, hospitals, cutbacks. i mean, surgeries are down and it's amazing these sectors have always been steady growers and now they're coming out of it, but they've come out very, very slowly, but the growth we've seen over the last, let's say, two quarters looks like a bottoming out and the beginning of a restoration of growth. >> meanwhile, oil and gas is on fire. >> oil and gas is strong. >> well -- >> our welding and. >> tank welding. >> rail cars, transportation equipment, very, very strong. heavy equipment manufacturing, mining equipment, way down. >> a lot of defense is way down. >> right. all these matter. well, i've got peter here and i'm going to ask peter for some

advice. i'm jeff bouckus who runs time warner or david pyatt, a friend of the show candidly who runs allergan. these gentlemen have said to me that they think they can get much more value out of their own companies. what do you say to them because how right you were? >> you're a founder and huge shareholder. >> well, i think, you know, the process that you go through in a hostile or in an activist situation is probably a good process and it does really does test you, and it makes you look very hard and the board's got to make some really tough decisions. we got through it because we had 16,000 amazing associates who put in four great quarters and got the analyst again and they put target prices ma were higher than the bid. we spent a lot of money with bankers and lawyers, but the

third factor and the really important one was we had a stagnant board and a poison pill and that prevented air products from committing grand theft company as you called it one time and, you know, we have on our proxy this year, a proposal to destagger our board. it's the third time it's been on it. it only got slightly over 50% last time, but i can't understand how anyone would vote for that in the air gas context inasmuch as that staggered board saved our share hold over $2 million. >> that's the way to look at it. to me, i'm looking at the value creation that you did at air gas and what jeff bouckous, they're more clearly able to bring in these recalling companies that don't know their industries. >> which is bigger?

>> he's an example. >> i tend to think long term and since our shareholder going public. >> there you go. it says everything. thank you very much for coming by south africa and peter mccause lynn, and ceo and president michael molinini. [ female announcer ] there's a gap out there. that's keeping you from the healthcare you deserve. at humana, we believe if healthcare changes, if it becomes simpler...

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♪ ♪ ♪ it is time -- it is time for the lightning round on cramer's "mad money," rapid fire calls -- [ indiscernible ] >> play until we hear this sound and then the lightning round is over. are you ready skee-daddy? it's time for the lightning round on cramer's "mad money." let's start with dave. >> dave! >> thanks fur your advice over the years and i want to start by asking about tupperware, tup. >> we have rick back on because i didn't like that last quarter and maybe i'm just missing something, so rick, come back on because i didn't see anything that would make me pound the table on tupperware, whichevers just announced, by the way. >> let's go to david.

>> boo-yah, jim? >> what's up? >> how are you doing? >> want to ask about the information you did on the tv here and it's very, very helpful and i think a lot of those guys on twitter should read your book instead of always hating on you. >> i like the haters. they drive me to do what i want to do! >> my question is lenovo pharmaceuticals, i had them for a year and a half, my question is do you think eventually -- [ inaudible question ] >> i went to the camp, and these are the the kinds of companies that janet yell en doesn't like and the fed doesn't like, and i happen to like. i think they're okay on a spec basis. let's go to tom. >> boo-yah! >> good evening, mr. cramer, how are you today? >> couldn't be better. how about you? >> my question for you is candy technology group. >> i took some heat on this one

because was it 18? i said sell it. it went down to 12 and then it went back up and hey, cramer, why didn't you tell me to stick with it. the stock almost got cut in half. here's the problem with kandi and i'm recommending in china. those are the only ones i'm recommending and i'm not recommending any other chinese stocks, just bainu and cherry a.d. >> let's go to mary. >> thank you for taking my call. what has happened to united technologies? >> this had stock's going lower and it got downgraded and the quarter was fine. they didn't like the organic growth and that was a mistake. they didn't like some of the defense and you own united technologies. it's a great american company and it's a terrific situation, i do think it will go down another couple of bucks. >> let's go to gray in california. >> jim, boo-yah. >> boo-yah. >> ib, in. >> look, ibm is doing that thing

with apple will and i think it's better for apple and ibm. i prefer to own apple, google or facebook. all three have real growth and have good business plans. let's go to jordan in michigan. jordan? >> boo-yah, jim. >> boo-yah, jordan. >> i'm a finance student in a university in michigan. >> fantastic. i'm wondering about the clean energy fuels corporation. he came on your show two and a half years ago and i liked what he had to say and so i bought and now it's gone down quite a bit. >> it's gone down quite a bit for a particular reason and stocks with no earnings are not going higher at this time and the natural gas revolution never did be onning on you are. they did make a lot of money, but not the gas station kind. not, woing. >> let's take one more call. let's go to mary in arkansas. >> mary! >> hi, jim, boo-yah! >> boo-yah, mary! >> i'm calling about insmed.

what's going on with them? >> i know they had fda approval. i don't know it well enough tobacco able to co-pilot on that one. and that, ladies and gentlemen, is the the conclusion of the lightning round! >> the lightning round is sponsored by temperature d. ameritrade. time and sales data. split-second stats. ♪ its so close to the options floor, you'll bust your brain-box. all on thinkorswim, from td ameritrade.

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then you buy them. that's how i feel about three different dinged stocked stars today. stocks that seem like they're dimming and i think they're simply digesting their gains, i'm talking about, write these down, boeing, celgene and qualcomm. boeing has been under severe pressure for months now in part because the the aerospace cycle may finally be coming to an end and involving a resurgent airbus, a possibility that the government might put an end to the export/import bank which helps boeing go toe to toe again of the heavily subsidized european competitor. e and e coy, the former concerned point-blank and betting the aircraft cues aren't as deep as they seem. cancellations, they say, could be coming and they worries about boeing's defense exposure. republicans do seem poised to crush it even like jim mcnerney said on the conference call yesterday, it will be approved. why am i not intimidated by merrill's downgrade? why would i go against it it?

why would i think that boeing after time in purgatory can bounce back? aerospace is levered to overall travel growth and rising middle classes everywhere around the world. take a look at the charts of wyndham and royal caribbean and priceline if you want to know about the growth in tour im. we saw that from delta the other day and southwest, i interviewed them and united and american air. these companies all need new more fuel-efficient planes and boeing has them and they will be a tailwind for years and years to come. it's getting cot cost down for plane and the cash flow that everyone is fretting about. i think defense will go from being a hindrance because of a sequester because of a health. plus the aircraft leasing companies have told me personally they'll buy the plans from canceled orders that come into play. boeing is resting after being the best performer in the dow jones last year. even as i recognize that the chart has turned against this stock, it's almost down 10% for the year and i have faith and conviction that the stock is ultimately a buy.

i'm not an idiot. i see it. if it goes below 120 it will be terrific, but it was down $2.31 today and i know, i'm no stranger to pain. it seems like it's going lower, but i think it's okay. celgene, difficult, and it runs so 34u so much into what we call the print and i think it could last for more than a decade and i think pattern worries are overbooked and they are developing treatments for pancreatic cancer. the guide-up was a for real one, but the ceo is notoriously non-promotion non-promotional. he lets drug approvals speak for themselves and i think they're on the horizon, again, like boeing, you buy the stock on weakness and it's on sale. we've been getting many downgrades the day after downdrafts like celgene and i'll bet you get one tomorrow and it most likely falls again after declining $2.93 today and that's the opportunity, finally qualcomm, and incredible

quarter. it has the best cell phone technology by far. . the company is having a spat with china overpayments and the stock is down with a 6.6% meltdown and devastating. i think the situation is resolvable and when it is resolved the stock will hit higher than where it was before reported. qualcomm has been a totally loved stock for years and it will be again some time in the future and look, i know intel is now the star and that's okay, but qualcomm dominates mobile and it's the last of the future. why am i doing this? when we actually get discounts, what do people do? they hold their nose. they flee and they look elsewhere. you have to be willing to take advantage of these pullbacks and not to run away from them. i know it's easier to buy the winners and the ones that are going up than it is to bay the losers and the ones getting hit, but boeing, celgene and qualcomm are three damaged stocks, people. not damaged companies. and that's the disconnect that makes for long term investable bargains even as the short term

is a total house of pain that i don't get. it is over. stick with cramer. ♪ [ 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. ♪ we're a force of nature, too. we do? i took the trash out. i know. and thank you so much for that. i think we should get a medicare supplement insurance plan.

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sometimes you can't outthink it. okay. you get a story like facebook that will probably earn three bucks a couple of years from now. it's inexpensive. it's inexpensive. there's all a bull marsomewhereo >> narrator: in this episode of "american greed"... in minnesota's twin cities, billionaire tom petters is the face of business success. >> he was a deal chaser and a deal maker. you know, he was a mover and shaker. you couldn't hold tom down. >> $8 million house out in lake minnetonka, i think the one in palm beach was $15 million. >> narrator: a local boy made good, who never forgets where he came from. >> we are a very caring company. that's one of our core values. >> this is a hometown guy who cares about his hometown, who cares about people losing their jobs. >> "this guy is the real deal. nothing to worry about." there seemed to be no reason at all to suspect that something was awry. >> narrator: everything about