put purchase. >> i love that we're in a stock picker's market. >> it has been great to have you back, stacey. looks my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money kwoe "starts now. >> hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends and my job so to educate, earn thain, teach, call me. 800-743-cnbc or tweet me @jimcramer. maybe it was the sorrowful amazon number and raps tperhapss

the president's, and maybe the geopolitical tensions and more sanctions against russia. whatever, the day sure felt ominous. the s&p giving up .48% and the nasdaq dropping half a percent. giving that the marks have turned treacherous here, what's the game plan? i think we have to raise a little cash to handle this newly punishingen viern am. you know i've been saying don't put new money in. i'm tepid here. many companies are reporting pretty decent numbers and not being rewarded for their efforts like starbucks today. i have to tell you that makes me uncomfortable. for example, next week we hear from cummins, cmi. it's one of america's greatest industrial manufacturers, columbus, indiana. fantastic. my charitable trust which you can follow on charitable trust opinion com, but you know what? we took profits this week after caterpillar which has a similar profile got hit when it reported

a decent number. i like cummins much more than cap, but i don't like the action that buyers have begun to retreat after trick runs. i think that's because they're worried about a potential slowdown in europe if the war in ukraine keeps getting hotter. plus, while we've gotten decent chinese data of late, caterpillar made us feel like the the people's republic does not have a tailwind for the industrials. that got rough for me and cummins is a great company. i say let cummins tell us if the newfound fears are justified andy woo have to pull the plug on the industrials and that was my favorite group. how about the stocks where the numbers have ceased to matter some we're talking about herbalife. the company that famous hedge fund manager bill ackman has called a total fraud, a pyramid scheme that will be shut down by the the govern mentgovernment. and even if herbalife is, and i'm uncomfortable with him trying to destroy the company in order to make money for investors. i have mow problem if he wants

to bash the the stock on air, saying the company is a little troubled and maybe it's overval pupped that's not what ackman's doing. he's literally trying to destroy herbalife, the company, not just the stock and they can wipe out thousands of innocent people's jobs and also they can turn a profit. i don't know, it doesn't have to be so sanctimonious about it like he's doing us a public service. i think he's presented enough evidence already. see what herbalife has to say when it reports on monday. let's go back to herbalife being a company and a stock and not just some play thing. here's an idea, next week, there is a plethora of ipos when we have this many deals coming all at once the market tends to wilt under weight of the additional supply which is exactly what happened this past spring when all of the new issues and secondary offerings caused a nasty sell-off. i'm fearing too much supply, another reason to be more cautious, however there's one deal that's work participating.

the consumer financial spin-off from general electric. i think ge upons the buyers of the this ipo to win, the reason? why i bet they want the deal to be received positively so when it is spun out, there will be natural buyers, and i put in for sink ronny. i will keep you up on the range, because if it comes at the low end of the range that's a real opportunity. tuesday we hear from ups, what a great american company. i like the stock, but i want to hear them describe commerce conditions around the world. ups and fedex are the ultimate transports. which means they're the ultimate for both the u.s. and global economy, yet great information on their call and then after the close we get results from two different restaurant chains where i feel there's telegraphing going on, buffalo wild wings, and buffalo's stock has been very strong of late and that's a good sign, but panera's just hit a 52-week low, and one thing's for sure in this

earnings period, the stocks get doggier when they report and the winners keep winning, and i think that's how these two will go even though i'm just waiting for panera to bottom like so many others because we like to eat there so much. i say keep waiting. i know, i have a ton of you interested in this twitter, okay? i think this one could be problematic because facebook delivered such a great number just this week. i think that people on twitter should be worried. they should be worried that twitter could suffer bay comparison, frankly i wouldn't mind twitter in the 30s where it is now, and until then, facebook, why do you need twitter. next up? is it siv to get back into whole foods or is the composition still reeking havoc with the stock? the action here says wait and see. believe me, if it's a good number, you'd rather pay up three afterwards than jump the gun because if it's good then it's going to stay good as the stock has radically underperformed lately.

yelp also comes after the close on wednesday. i have a new twist on this one and it's one of the most volatile stocks out there, there's talk of zillo and the online real estate hub that i pushed that it might be buying its rival trulia next week and i think yelp might be attempting a target, so if yelp gets hit after the quarter i'd say this was a buying opportunity. don't be a hero. again, this isn't facebook. thursday we hear from exxon. exxon mobil, it was downgraded today from whole to sell at barclays because of limited upside. i see that kind of downgrade, and i smell disappointment in advance of when they report, and if it gets hammered the whole oil patch does, too. you know i like the independents on any exxon-related weakness and apache which happens to be

reporting on the same day. there's opportunity. okay, here's one that i'm kind of biassed on. we get results from goproon thursday. i think this company's first quarter just came public. i think it will be very strong. in fact, okay, it would be -- i wouldn't mind it. frankly, it would be mind-boggling if it weren't a great number. this one might be worth a trade going into the quarter. finally on friday we get two stalwarts, clorox and procter & gamble. both of these are bond market, give lent stocks being that if they go down both have been subpar performers and they can bring out more value, but we have a twist. friday morning also brings the non-farm payroll report out and that will control rates and that will determine where interest rates go and i think employment is getting stronger in the country and rates should rise although that sure hasn't happened yet, if they don't restructure, you could be disappointed by both and if rates finally go higher, both stocks will get hammered if they

fail to deliver so let me give you the bottom line here. we're seeing real weak business in the industrials and a lot of companies that would have been more excited about just a few weeks ago and now the stocks worry us because the marks turn less forgiving as the earnings season drags on. the companies are reporting good numbers in their stocks and now they're going down and it might simply be a good week to do this, to keep your cnbc bat on your shoulder. try to get some sink ronny. i'm sanctioning speculating in gopro, otherwise, just do a lot more listening, a lot less buying. why don't we go to marty in florida. marty? >> hey, how are you doing? i would like to get information or your opinion on tks. they have a tightening of the belt situation going on. it looks like it might be worthwhile. >> i'm not craze beretail, i've made that clear and that's been a sector that i've walked archway from, and i'm also walking away from dick's. the risk reward retail is too

hard. my charitable trust has the least retail we've ever had. listen, i like skechers and they sell stuff in sporting goods stores. why don't you buy skechers? that's a very good story. let's go to randy in missouri, please. randy? >> hey, jim. good to talk to you. >> same! >> you are the cool in kool-aid, i've got to tell you. >> really? wow! thank you! >> my question is about u.s. steel. they're going to be reporting next week. do you think it's going to be a good report or -- >> rand e i've got two steel stocks i like very much. i like timkin steel and nucor and i do not need to own u.s. steel. i think timkin steel are great companies and remember we saw manage am earlier? i think they've gotten it together because the quarter they just reported it was a thing of beauty. all right. it's a good week to keep your bat on your shoulders. see if you can get some sink

ronny. it's okay to nibble on the gopro only for speculation. on "mad money" tonight, shares of amazon went through the wood chipper after the retail giant posted a fourth quarter. is it time to cut your losses? two tech titans enter and only one comes out alive, it's intel versus amd cage match. you can't hide behind your keyboards. i'm responding to your tweets. why don't you 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.dom com or give us a call at 800-743-cnbc. miss something? head to madmoney.cnbc.com. don't just visit new york

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really does happen kind of like in real life? let's use two stocks to illuminate the situation. amazon and starbucks. both of which were hit and hit hard after reporting last night and even though these companies are doing and saying exactly what they've always done. first up amazon. here's a company that spends twin and spends and spends. last night's quarter was no different. they talked endlessly about how they're going to invest to create the best worldwide marketplace and in what i regard as an untenable situation, they seemed to thumb their noses at the analysts on the conference call even the ones that like them. they were asking such meddling questions kind of like when is the spending going to pay off, gentlemen? i think it's a pretty reasonable question since the losses here widened to losses to levels not seen since 2012 and making the payoff from all that spending seem ever more elusive. if i had to sum up the call it

would simply be hey, listen, clowns, we're going do whatever we want to take over the world and if you don't like how much we're going to spend then go take a hike! >> sell, sell, sell, and that's exactly what they did with the an lives finally getting fed up with amazon for not being able to show a profit while they're busy trying to dominate the world. yep, some of amazon's endless supporters are at last breaking ranks. they're turning tail out of exasperation and you know what they're doing? they're going negative! and the stock has a 10% decline. i understand how amazon's management feels though, what's the point of pleasing these analyst jackals given that the stock's been a tremendous performer for many years, even as amazon's management has always seemed to have scant regard for the need to show profits. still, you know what? i think the market's judgment today was totally fair, if you have contempt for the process then those who run the process are going to have contempt for you. >> boo!

>> i feel the exact opposite about starbucks. howard schultz and the company he built play it nothing like their seattle brethren. seattle has believed in world domination and profitability. starbucks have felt they go hand in hand. starbucks believes in profitable growth for all pga, whether it be new innovations like teavana, better drive-throughs, new kind of natural sodas and better packaged goods and everything is examined through the prisms of growth and profitability and that's how starbucks can have an astounding 7% same-store sales gain in the u.s. and even as the competition seems to be stumble organization falling by the wayside, think dunkin' donuts. that's how they can expand in china. and in a breathless pace. they can still deliver high-quality food and provides if and it's why i believe the stock selling at 28 times next year's earnings with 22% growth is not expensive here. i think it doesn't deserve to be

flat, did you know that? did you know starbucks' stock is flat for the year? but it is, and i think today's decline, is a classic buying opportunity created by portfolio managers who are too negative and too critical. schultz is becoming a little like rodney dangerfield here. short term, he gets no respect, yet if you look long term as in a long term chart of the stock you'll recognize that each of these pullbacks has been a pab louse -- >> buy, buy, buy! >> buying opportunity. i'll bet this time it would be no different. let me give you the bottom line here. the stock's sword of justice is both swift and often fally. the decline in starbucks' stock makes no sense to me and if it goes down further my charitable trust, you know what it will do? it will load up the boat. >> buy, buy, buy! >> but amazon -- [ sirens ] >> is getting exactly what it

deserves. why don't we go to buck in arizona. buck? >> hey, no boos, butta i big that ray from buck in arizona. >> that's a philadelphia accent. that's a philadelphia accent. you're not from arizona. >> no, i'm from virginia, originally, but i live in arizona now. >> all right. fair enough. you sound like john chambers of cisco. >> high max, i lost over half and i refuse to give up because it looks like it should be going up so i'm just hanging on. >> it was a speculative stock and we went, made some money and never looked back and i think at five it's too low to sell. why don't we go to shelly in california. shelly? shell? shelly? >> hi. >> hi. >> how are you? >> not bad. how about you? >> good. i'm a philly girl at heart, but i live in l.a. >> all right. >> i'm a philly guy at heart and i live in summit.

>> i know, and that's why i wanted to let you know. all right. i am really in a tizzy. thanks to you i bought it at 152, and i also bought facebook for the third time at 68. and made an irrational, unresearched decision to sell facebook at 68. my first loss in four years, and i sold baidu at 185. i am just beside myself with the incredib incredible baidu rally that we're having. >> you've come to the right place and it's not just philadelphia being the right place. here's the deal. we don't care where the stock's coming from. we care where it's going to. by the way, last time i made a mistake, i said i liked j.d. and baidu and i should have added vipshop. i think baidu goes still higher. i think facebook goes still higher and the market is choppy. you'll get a chance.

i like, let's go over what i like in china, i like baidu, and chip shot and facebook more than all of the others. starbucks has declined. look, it goes down and it's an opportunity. it doesn't make a lot of sense to me. amazon, though, getting exactly what it deserves and there's still more "mad money" ahead, amd versus intel. see which one is more fit to duke it out and one of the big names is making a big play in the casinos. i'm looking out for your chips, plus some of the best stocks are your ideas. i'm catching up with your tweets just ahead. stay with cramer.

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during the cadillac summer's best event, lease this all new 2014 cts for around $459 a month or purchase with 0% apr and make this the summer of style. for publicly-traded company there are few things worse than a ceo who refuses to acknowledge reality. even though this business is all about numbers and whether the estimates can be beaten or missed, there's also a squishier, more subjective side to the stock market, and that has to do with credibility. once a company's management loses its credibility -- >> boo! >> then more often than not that stock is going to be a -- >> the house of pain! >> until the ceo is fired.

or maybe decides to spend more time with his family and someone new takes the helm. want an example? let me tell you the tale of two semiconductor companies i, intel and advanced microdevices, amd both of which reported last week. intel delivered incredible numbers and they're taking market share in the personal computer business which was in a downward spiral for years was up 6% year over year. courtesy of the rebound in the pc business that we've seen evidenced from maybe the old tech plays including microsoft, but just a couple of days later, intel's direct competitor, amd, reported some truly hideous results. while the earnings and revenue numbers were in line, amd's guidance for the next quarter was well below what the analysts were expecting and meanwhile the pc business was down a staggering 20% year over year and even worse than the previous

quarter despite the fact that it saw a substantial improvement. plus one area of growth making chips from video game consoles appears to be peaking much earlier than we thought. >> after such a terrible quarter you think that amd's conference call will be lined with apologies and general acknowledgement of, yes, defeat, right? mea and kull pa are the wo words i want spoken in that case. nope. wrong. it didn't happen. in fact, amd's audacious management team hopped on that call and delivered an academy award-winning performance. olivier had nothing on these guys! they were popping a hyperbell onic bottle of champagne in celebration of, quote, excellent, consistent results and pounding the table on the strength of their business going forward. i could not believe my ears. i uponed a box of q-tips.

if you want to see what a ceo looks like with credibility, i suggest you read the transcript of amd's call. i decided it's my job to do it for them. yep, it's time to give amd a little reality check. i'm going to go through this laugha believe, comeadic genius of a conference call line by line. yes, a close tksaextall analysi because i don't want you taken the next time the ceo of a company decides to go into denial, not a river in egypt. first amd ceo says we are clearly executing our strategy building a stronger amd business model and enhancing our ability to deliver consistent performance. excuse me? the only thing consistent about amd's performance is its underperformance as the company has disappointed in five out of the last incredible earnings

repor reports. and he tells us, and i quote, we continue to see strong demand for amd-powered consoles and we had record semi-custom unit shipments in the last quarter and our peak kworter as microsoft and sony prepare for the holiday cycle, end quote. sounds positive, right? it's actually incredibly negative. why? because almost the whole bookcase for amd rests on the video game console business riding the wave of the ps4 and xbox 1 and they were expecting it not to peak until the fourth quarter and now it's peaking earlier, in the third quarter. that's not good. the company also indicated they see a fairly balanced trajectory between the first and second halves of the year and that imprice consoles than many investors were anticipating. >> boo! >> in pack, it now looks like the only reason the amd console

business accelerated is because the customers were building up inventory to fill the channel and now there is a surplus of chips for the channel and demand is peaking one quarter sooner than we thought. >> that's a major blow to amd. here's another incredibly confounding statement and boy, am i a diplomat to choose network, confounding and this is a quote from reid. we have driven our amd leadership and processing and graphics technology into new markets and we're currently on track to generate approximately 40% of our revenues from these high growth markets from the full year 2014. what he doesn't tell you is the reason the new markets will make up 40% of the company's revenues because it's not a good reason. last year amd said 20% of the revenues will come from non-pc business and yet they finished the year 30%. why? because the pc business shrunk so dramatically. that's negative and not positive. so when retail at 40% non-pc figure the reality is the personal computer be might just

be collapsing and that's why you get such a big figure. >> sometimes it's almost mind blowing like when he says -- sorry. it's kind of funny. he says we've seen stabilization in our pc business. stabilization? that business was down 20%. how bad would it have to be for this guy to call it a decline in the the problem for amd that while the overall pc business is improving and that's because of the market where they have little or no basis and they're in structural decline and they're hopeful, but still, it's true and even in amd's real house of low-end pcs they're losing market share to intel sfp the the expanded number of designs that we have secured in the commercial space which is the strongest performing part of the pc market and end quote. they have little exposure to the market and they have yet to announce wins that will drive volume in a meaningful way. what's next?

regaining graphics market share remains a priority and we're confident that our products go to market programs and design onces and can drive games through the coming quarters. end quote. in this past quarter, intel took share from amd and that trend is likely to continue. that means if it wants to take share, it will be in the basks process or business and that's a margin killer. >> i'm not quiding. look, i'm going to town on this. this was a great piece of skin and we remain on track to have custom design winds that will have the transformation throughout the coming years. >> 13 different times in the conference call. they make these sound like absolute game changers, that seems disingenuous to me. these could be on $30 million. that's a drop the in the amd bucky, frankly.

>> and the numbers don't lie, when you report a terrible quarter and intel delivers a terrific one, direct competitor, don't bother to try to pull the wool over our eyes and all we have to do is line up the numbers next to each other and try to it for themselves which is why it plunged 16% in the single session after the quarter and the 16% actually made sense. so let me give outbottom line. when the earnings fall short and management makes excuses instead of taking responsibility, then you need to seriously examine that company to see whether the alibis have any credibility at all, but when management doesn't bother to offer an alibi and when they act like a terrible quarter was a terrific one as amd did, then there's no reason for you to stick around especially when a direct competitor like intel is doing so well. amd was up 3 cents and a couple of big days like that and i say that's enough of a move, enough of a bounce to sell, sell, sell. mike in arizona. mike? >> boo-yah, jim, and thank you

for all of your investing knowledge shared with us home gamers. >> thank you, man. i'm getting a little tough on the show. it's the way it should be. what's up? >> at these levels is it time to start getting back into channel adviser? >> no. the answer is no, because if we want to be in internet we have our winner and the winner is facebook. okay? i'm all except google, too upon. don't be fooled by amd, when your direct competitor delivers a good quarter, don't pull the wool over our eyes. take responsibility and there's time to move on. there's still more "mad money" ahead, from the stress test, citigroup's failed test isn't pretty. don't miss my review and sometimes 140 characters just isn't enough, i'm expanding on some of the best tweets and ben franklin discovered its power with a key and a kite and all you have to do is stay tuned

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for those of you who don't

remember, last week i had the honor of hosting a terrific panel at cnbc's delivering alpha conference where i got to hear the bested whys from three of the most respected money managers, leon cooperman, and now i'm circling the best from the best, melding what i heard with mad money spice thrown in. last week we started by examining a pair of stocks blessed by lee cooperman, former goldman sachs colleague, and supposed to be the the preeminent stock pickers of the era, both of which are worth buying into any weakness although you certainly didn't get that today with either stock. tonight we'll do a deep dive into cooperman's alpha. a household bank, and a real estate investment trust you've probably never heard of, namely citigroup and gaming and leisure properties, and that's glpi for you home gamers and i had to look that up myself before i heard lee talk about it. let's start with the household name, citigroup. this is a company that spent

years lost in the wilderness for ages, citi was perhaps the worst of the major banks. kind of a ward of the state, consistently delivering messy and frequently awful results and cooperman is a big believer in citigroup and viewers know i've come around to it, too, especially since the company delivered two relatively clean quarters in a row, especially the last one. first of all, the stock is insanely cheap. in pack, it's one of the cheapest banks out there and trading .85 times the tangible book value and when you're trying to look at what the bank is worth, book val sut straight-up accounting value of what the company owns and basically what you would get if you lick wi gaited it overnight. they can sometimes trade at two times book. citi is trading at 15% at its discount. that means the stock is literally worth less than the current value of stay's assets and i think that's the definition of cheap. cooperman thinks citi has a

clear path to higher valuation through cost-cuts and ri kofry and tried trading activity and the continued resolution of stay holdings. this is the so-called bad bank that citi created and cordoned off all of the lousy loans during the financial crisis. we learned that citi holdings turned a profit. i was stunned by that, people. that's huge and now that ceo michael corbett who i like very much has righted the shift and settled with the government for sins long before he was charged, the regulators will allow citi to return excess capital to shareholders given much larger dividend and buybacks. that would be a major positive. he sees the bank going to $60 and i have to agree with him, although it would sure help if interest rates would go higher. that would accelerate the process and banks need higher rates and cooperman recommended gaming and leisure properties and that's the gopi thing and

the net lease real estate investment trust focused on you, guessed it, gaming and leisure and the bountiful 6% yield and that's what caught my eye. this was spun off from penn national gaming and the book of the business comes from owning the real estate under penn national's gaming facilities and leasing the space back to emthis. what makes the stock so attractive and he just gets this stuff. first of all, he thinks gaming and leisure property will execute on a large number of acquisitions. second, manage am has outright stated they planted double the dividend and it has such a massive yield and definitely believable because the payout is plenty safe. last, but not least, like his favorite ideas, the lpi is darn cheap. let's start with the acquisitions and the whole reason it was spun off last year was because of two deals. they could buy outright and that's when they buy the real estate and lease it back to the current owner. cooperman thinks, are you ready

for this? their 40 billion of potential deals here and they're the first reit to own cass inos and these deals should be added to earnings since it was a real estate investment trust and it can borrow money than any casino wood. even though it's growing earnings, it's trading at 17% discount. i don't know. seems outrageous and also there are catalysts and first we're hearing chatter that it might buy isle of capri, something that can boost by 10%. second, it's in the process of acquiring the meadows racetrack and casino near pittsburgh. keeperman thinks we should get more details on this in the future and third caveat, and this is cooperman's investment ideas. he was not recommending it as a trade going into the quarter. if you like it do some homework over the weekend and if we get another market wide sell-off on monday, you might consider buying copi on a weakness. keep your battle in the shoulder

and wait for a good entry point after the quarter. 45 bucks and 29% premium to where it's currently traded and if the management doubles the dividend, and it should double too, that will take a while. leon cooperman recommended citigroup and gaming and leisure last week. i have to tell you, i agree with boeing. two cheap stocks that have plenty of cat lives in front of them and perhaps more important in the a market this high, not a lot of expectations. go into them. "mad money" is back after the break. expectations. go into them. "mad money" is back after the break. lot of expectations. go into them. "mad money" is back after the break.

it is time -- it is time for the lightning round on cramer's "mad money," and it is rapid-fire calls. [ indiscernible ] play until we hear this sound and then the lightning round over. are you ready, skee-daddy? let's start with tom in new jersey. tom! >> boo-yah, jim! >> boo-yah, chief. >> i'm a longtime viewer and subscriber. >> thank you. >> i love your thoughts and appreciate your wisdom. >> thank you, for stepping up and working overtime there. what's up? >> thanks for taking my call. many moons ago i bought wft, and now if it can come back and still have some legs, what do you think? >> remember i recommended it so long ago and there was an accounting problem and now they're back and doing a lot of things right. >> the group has gotten soggy and this one is at its high.

i say cut it in half. now we're going to janet in technology. janet? >> hi, cramer. >> what's up? >> i was checking with you on true canyon. i bought it back on the 18th and it was doing pretty well there for a while and mostly this week i noticed it really go down a lot, and i was wondering your opinion on the stock? >> these ipos are struggling here. there are more deals coming. i would be careful. that's pet insurance and i don't want to be in that business right now. let's go to betty in georgia. betty? >> hi, jim. >> hi, betty. >> my question relates to medtronic who just acquired providian? >> yes. >> do you think this is due to just medtronic getting some tax relief from our government? >> no, because we've liked covidian more than medtronic. however, st. jude med is in that

single category and i need to go to matt in virginia. matt? >> mr. cramer, absolutely love the show. rough couple of days for old republic international, ori. what do you think? >> you know what? i like that yield and long term i like the company and the business has gotten harder and they missed the quarter, but you know what? if you want to take pain between now and the next quarter i think you'll be okay. not a great recommendation, but they did miss quarter. let's go to tommy in maryland, tommy? >> boo-yah, jim, tommy here. >> how are you? >> great, great, my question is about right aid and with the change in the, kr fo bringing in the guy, what do you think? >> look, i still very much believe in right aid. i have to tell you that i understand that it's been going, along, it's churning right now and it had a very big move. i want to stay long rite aid. i'm not telling you it will go right back tonight and i think it's churning and that is okay. how about dennis in new york?

dennis? >> how are you, jim. >> all right. how are you? >> all right. i would like to know your opinion on this high dividend stock pstc. prospect capital. >> no, i don't understand, i think anything can be sustained, any yield can be sustained, but longer term i don't know how that stock -- i'm concerned. i think that that yield that high is in a low raten viern am, a red flag and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by t.d. ameritrade.

let's take a look, let's see how it's doing. >> what do you think? >> too much information. this morning i ordered a tru fit smart dog harness, with quick release buckle, large, black. you don't believe me? i ordered the kirgo harness and i'm doing it so i can can attach the gopro harness so i can see through the eyes of bert and everest, a pug and a mutt. >> i want to know what they're seeing. did you have anything behind me like the dog pictures? ♪ ♪ ♪

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builders first source, that's bldr. i said i'd get back to him. this is the supplier ask manufacturer of related building products for residential construction operating mainly in the southern and eastern united states. builders first source plunged 9% on the disappointing quarter. i'm not willing to give this one my blessings after the spotty housing numbers we've gotten of late. another one like the industrials, just got a little too tough and next up on june 12th, joe in wisconsin, i told him to take a close look and it is a timing development stage biopharma company working on a pipeline of informational and neurological drug candidates. the struck's been very volatile and the fda approved the company's first drug and another interocular lens replacement procedures. omaris has a knew knee surgery in phase three, and it might be treating schizophrenia. it has many orphan drug opportunities that could attract larger pharma or biotech farmers

looking at partners. i think omaris has a lot going for it, but remember, this is speculative, actually it's super speculative and that means you can only buy it in limit orders and don't own this one if you're not willing to risk losing serious money. i'm telling you, this is zero sum. you will make a lot or lose a lot. why don't we get to the tweets. why don't we start with a tweet from hoya eagle and time to dump dunkin brands. i am with you. i am totally all in starbucks and as it goes down, will sell your dunkin and buy starbucks. starbucks did great numbers and dunkin didn't. it's about the numbers. our next tweet comes@the grant sellers. took my managed ira which was making 200 per year in my own hands which i can sometimes make 200 per day. i love i'vas and you're not just

given a list of funds put together by hr that you really don't want. iras rock. and mine which is monsanto, and it looks undervalued to me @jimcramer. and that whole complex is coming down and that's because the ag complex has come down. take a look at deere and dupont. watch and hear what agco says and if it says things will get better and maybe take a look at mine and right now it's in a downtrend and up next, a tweet from @surreptitious, underscore, @me at best buy. amazon, buy now before the the holiday season and i didn't like what i heard from amazon yesterday, and amazon sounds like a tiger with a thorn in s paw. don't ever get near that. okay. this means best buy. i'm not going there. at invest sarasota tweet, hey, @jimcramer and appreciate the p-e break down on cnbc

yesterday, and facebook is inexpensive and the fact that it did not get hit on a .5 day for the s&p and i think that says something. next at debrock 19, #cramer q. i'm a young investor looking for a great mutual fund, and i always suggest to people that i always have on say, one of my kids are in fidelity con shahfund and i can't tell you it's in one thing and not have it in the other. jim, would you recommend agnc and its 11% yield for the dividend play? i've been speaking with the notion that when you have an outside yield like that that's a red flag and i'm not going touch it. next, zillo, shares are up a staggering 50% and should have listened to jim cramer. no, should have iis listened to spencer radkof and that's the end of the tweet section of "mad money." as well as they do insurance, our bank is through. good point. grab an edge. look there's two guys

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forget there's giant amounts of supplies with the ipos. these are worrisome things. don't commit new capital until the market comes down. that's been my theme and i'm that's been my theme and i'm sticking >> all across this country, people took the pepsi challenge. in tests like these nationwide, more people prefer pepsi over coca-cola. >> pepsi. >> ♪ it's pepsi ♪ taste that winning taste >> an american icon in a battle of the titans. is "coke" a dirty word around here? >> it's poison. [ laughs ] >> an outspoken leader... >> can you believe this?. >> ...of a corporate empire. not just pepsi -- it's pepsico. 19 different billion-dollar brands and more than 3,000 products -- frito-lay, quaker oats, tropicana, gatorade -- millions of snacks, sodas, and foods consumeer