horrible. >> el pollo loco. >> eastman chemical. eps, revenues were lie. it's trade, 86 nevada. i think it's overdone on the downside. >> i'm melissa lee. see you back here tomorrow at 5:00. meantime, "mad money" with jim cramer starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. 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 teach you. call me at 1-800-743-cnbc. or tweet me @jimcramer. i know. you want to go negative. you want to at least get conservative. yet, the markets keep finding ways to make you money.

and you pretty much feel like you got to let things ride. it's called a bull market. over the weekend the air was thick with geopolitical risk. and a sense of global mayhem. the back drop is plain ugly. it seems to get uglier by the day but it can't seem to translate into overall stock market selling. it doesn't bring out the sellers. as the dow ended up gaining 22 points and the s&p advanced 0.3% and the nasdaq did decline. how can that be? how can all of that negative news not translate into people panicking or selling or running from -- unaring into -- or running into the exits? one is the biggest these days. many companies are trying to create instant value for their shareholders and that value creation isn't tanging a vacation. it doesn't take a break because the israeli army is fighting in

gaza. lebanon embassy is being vaeked. in the old days i would say, or be at the old hedge fund which i close and don't work at anymore i used to say what does all the geopolitical nonsense have with the price of bristol-myers? now, you have to ask yourself what does this worldwide strife have to do with the powerful combination of dollar tree and family dollar? that was obviously the big news of the day. what does it mean to the new online when zillow buys their sworn enemy? very little. they do define why it's so hard to keep this market down. even when it opens ugly as all get out. first, why don't we drill on the purchase of family dollar for $8.5 billion. not an insignificant deal. $70.54 in cash and stock. huge gain if you own fdo.

you have to love a deal that sends both stocks flying from the get go, but it should be -- it should be because, you know, let's think about it. going into today there were three dollar store players. and they all had big expansion plans, they all wanted to come after each other. they wanted to take share from each other. but when you only have $2 chains they can split the country up and no longer really need to compete. right now, dollar tree and family dollar are very different animals. dollar tree has a strict $1 price point. family dollar is a variable price play e. a lot of merchandise selling for more than a dollar in stores and poorer neighborhoods. a jumbled and confused strategy. it would be the other way around. dollar tree should be in the cheapest neighborhoods but you know what it's difficult to figure out where each one needs to have and what kind of stock -- what kind of

merchandise each has. but most importantly, no longer does anyone have to bash in the head of another player to take share. it's just not going to have to happen anymore. that's why dollar tree stock can rally over a percent today. at one point up by 10%. plus, everyone knows that dollar tree is a better operator and while the current management has let them to run their part of the show, i can't believe it will pay that much for the status quo. the synergies are huge when it comes to suppliers. but i think the real gains will come when dollar tree injects the smart dna into the dow -- some would say hapless operations of family dollar. well, we know by the way, i said follow nelson pelts. i have stores from both of these operators near my place down the shore. i can't stand the family dollar down there. i'll never step foot in it again, but i never miss going to the dollar tree where the

manager knows me and is unfailingly polite. while keeping his store clean as a whistle. i have post some nifty pictures of my dollar tree on twitter today. if some of the cleanliness brushes off on family dollar, it will be a huge win. many family dollar locations particular will the ones not remodeled look unappealing when compared to the dollar tree. they have some nice ones. the vast majority are not in my opinion. they're ugly, private label products which i demonstrated not long ago on the show. they make you feel poorer the moment you put them in your cart. there's something bigger at work here. a new theme we have seen developing in the marketplace. we're in the phase where the worst operators, ones who have the least margins, the least leverage, the worst operators now are making for some of the best investments. to for years i thought the mission was to wipe out the other member of the trio by swooping in and stealing family dollar's customers. in the old days when there was a

competitor, you shorted it. you bet against it. then just left it there. because you figured that in the end dollar tree and dollar general will kill them. no more. now you have to own the worst in a consolidating situation. betting that it gets a bid and recognizing that the darn thing isn't going to go as low as you thought. a bad earnings report just makes it even more attractive to takeover bait. reminds me of hillshire brands. the same way i feel about dsw. they just got downgraded to sell today. i think it might be tempting if it goes lower for a private equity official. how about darden? just tonight, clarence otis stepped down as the ceo of the troubled restaurant company. and now things look brighter and perhaps a transaction can occur. how about zillow buying trul owe? i have liked zillow for a while now. zillow was somehow loses

traction or falling apart or about to fall because there were so much insider selling. i had to rebut that point by point for more than 100 bucks of upside. i liked zillow because it answered every one of my objection, whether it's the shoddy service in new york. it bought the much better street easy or being a slave, but created one of the best mobile desktops out there or it went over the big firms, thanks to some terrific returns on investment. in ads placed by individual brokers. but my biggest worry when we sat down with ceo spencer ascot this spring, where the company is headquartered, was the need to ratchet up ad spending because the competitor had committed to spending fen -- tens of millions of dollars on ads to take share from zillow. after acknowledging that it was good for his business, spencer said he could spend money in

each market and that it would go to the biggest circulation player. he put it this way. when i spoke to him in march when this $160 stock was in the $90 range. what you see in media markets is who ever ends one the lion's share of the audience gets the advertising. so in two newspaper towns for example, when one newspaper had 70% of the audience, all the classified dollars moved to the biggest newspaper. that's what's going to happen in this category. >> if you heard that interview, you'd want to short trulio until sunday. the result? i mean, could he have beaten them overall, maybe in the end. i don't know. but two companies at war for the same ad dollars are now one company with no more price wars and no more need to spend aggressively to build market share in a stock for stock deal.

in the end, zillow did win the war which is why the stock can fly here, even as it's up 96% for the year. and it is very expensive and despite the recreated squeeze from the short selling research firm that the whole edifice is teetering, it's an expensive stock on earnings but a real interesting again -- combination. there are some worrisome signs. cummins got clobbered. like so many of the industrials, by far the worst acting group in the market. that bothers me. cummins beat so to speak was deemed low quality and shareholders were dumping stock at the close. you never want to to see a market that's not satisfied with earnings beats of any kind, low quality or otherwise. secondly, housing is going to the vicious head wind in 24 -- in this economy. and hideous hard to look at numbers were reported this morning, that was on top of the miserable owins corning number

last week. credit availability remains too tough in the important part of the economy and this is an important part. remember, punches above its weight to keep growing. finally, interest rates are stubbornly low. hear me out. that's in part because of geopolitical tensions but the banks need rates to go higher. you know what i have to tell you, even though those are negative, the banks, housing, industrials, not enough to convince buyers to leave this market because of the trulios and because of the family dollar. if the family dollar and the mergers are isolated needles in the hay stack that's one thing. instead they have become daily occurrences. if even the worst companies in the given sector can make you money, doesn't that make you want to stay along for the ride? how about let's go to fleta in california. >> caller: hi, jim, how are you? >> i'm good. what's going on out there?

>> caller: i want to say thanks for all the things you and your peeps do to keep us posted on what's happening in the market. i'm calling today because i purchased ndso, netty data solutions. after i saw the ceo on the air a couple of months back. and so since that time, it's really taken a dive. i'm trying to decide -- >> you know what? i have to tell you, this is a tough call because this was like so many of the stocks that were the single -- let's just call them cloud based stocks and metadata was a very expensive stock. it delivered a lot of -- a quarter that people weren't crazy about. i think the ceo has to come on to tell us not to worry. and let's go to marvin in florida. >> caller: booyah, jim. i want to see what you feel

about jaso, some terrorists coming up -- >> i'm only recommending first solar because it's inexpinsive. i do like solar city as a spec. they have raised a lot of money. this market keeps churning out ways to make you money. you can see why cutting and running has been a very failed strategy for 2014. hertz hit a few potholes earlier this year, but it is ready to get back in gear? or will it veer off the road? then wall street is following twitter ahead of the report later this week. i'll let you know which hash tag can describe the company's next move. how do you profit from the other blockbusters you're paying up to see? i have a different way to play. 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

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couple weeks ago i hosted a terrific panel at the cnbc delivering alpha conference. where three of the smartest fund managers out there presented their best ideas. leon occupierman, larry robbins and since then, we have been circling back to the best of the best of these ideas. then putting our own "mad money" spin on them. tonight i want to look at a stock that was recommended by the great larry robbins that may be the ultimate special situation for this moment and the stock is -- hertz global holdings. htz. those of you who follow the show regularly know that i'm a big fan of the rental car space. that's become a slap happy oligopoly. i told you that avis was run so well, and hertz had accounting

issues. they had to correct the numbers for 2012 and 2013. here's thing. avis has rung up 6% since i recommended it two months ago and up 45% for the year. meanwhile, hertz, oh this is opportunity, it's down 2% for 2014. i think that's a big reason why larry robbins might be on to something with this hertz recommendation. 's been held back, but i think at this point the company has gotten past many of problems that have kept it down. let me take a moment to go over the accounting issues and i never want to minimize them. they can signal serious problems, hence why the stock did drop 9%. but the accounting problems relate to small line items since the depreciation issues and several tax lawyers have assured me these were minor in origin. so i'm not super concerned here.

i'm not being glib, you know i think accounting irregularities are dangerous. but i checked it out. i think hertz management is not finished restating and that's not a bad thing. they have a new cfo and he's inzinsant they put this to rest. the accountling firm is a very good one. they would have kicked out hertz if there was any problem. they have too much on the line. you have to have faith in me on this. why would a top notch money manager like robbins like hertz and why would i agree with him after being behind avis? first of all it's the largest publicly traded in the business. hertz, avis and the privately held enterprise. you know how much we love the oligopolies. that gives them enormous pricing power. just look at what's happened with the airlines since that

industry consolidated the price of flying has gone through the roof. look at the top of the show, we love the dollar general and dollar tree are going to split the whole country up. no more competing. how, for the past couple of years hertz has been slower than the competitors to raise prices. even cutting them in some cases. in 2012, we learned that hertz was trying to buy dollar thrifty. but the federal trade commission didn't bless this deal until last summer, so the ceo was under tremendous pressure from the lawyers i believe not to talk about pricing or behave that might suggest price fixing or the ftc might reverse the rule on the merger. that issue is a thing of the past and this year, hertz has been more proactive about raising prices. something i expect to continue. the other issue here is simply that after hertz bought dollar thrifty they had too many cars so they chased volume rather than raising prices. creating havoc in the industry. but now with dollar thrifty's fleet has been integrated

rearview mirror problem. they're free to raise prices. and as a 1% increase is worth 10 cents of earnings per share. that's effective since it's $1.82 a share. plus, i know from the industry that it's no longer cutting prices, and they have become much more disciplined in the way it tries to win business. second positive t last time hertz reported they got slam by the fleet costs. specifically, hertz had too many vehicles and had to sell some of them sooner than people expected. leading to some losses. going forward i think the numbers will be much stronger now that the company has gotten the excess inventory off the books and out of the system. once the vehicles get too old, all sell them in the used car market. this market has actually been doing quite well. it's another way of trying to figure out the components in earnings. used car market good. hertz good. this is another one off problem they can't worry about and they can go from head wind to tail

wind. third, they're pursuing squishy growth initiatives. i'd like the roll them up together. i think they should boost earnings and sales over time. for example, the company's expanding into the off airport rental car market. that's historically been done by enterprise. these are low price rentals because they're paid for by insurance companies on a temporary basis. it's much lower than -- it's 34% lower operating and general and administrative expenses. plus they tend to last longer. i think it would be a terrific growth driver -- let's say only a few people are thinking of. here's another example. this company is invested heavily in fleet technology to the point you can rent a car without ever having to talk to a human being. at some locations by simply going to an automated kiosk. i have done it. i like it. anybody who has ever had to stand in line for ages at an

airport rental car office knows these kiosks is a real advantage. hertz 24/7, i think it's zip car on steroid. fourth, most important, it's a breakup story. the company has two businesses. they have the wren cal car business and they have the equipment rental business. it's in florida. but over this year we learned that -- earlier we learned they planned to spin off the equipment rental side of the things and i think this is a terrific way for them to unlock a ton of value. renting equipment is much more cyclical than renting cars so i bet wall street will give them higher valuations separately than right now. either they'll the a tax free spinoff and you saw how great numbers are out of uri. i think the best way to value them is equipment rental business let's call it $4.50 a share. and car business $31.50.

put it together, how about 36 bucks, how about a 28% price tag higher than right now? hertz is reporting next monday. expectations are very, very low. i like that. i think this can go one of two ways. i think if they have a strong quarter i think they'll forgive them for the past mistakes. if they miss the numbers, look at what happened with family dollar. i think an activist investor is going to push for -- to be replaced by the new cfo. either way, "w." this is an investment, not a trade. no reason for you to panic all over the stock. but i do like the risk/reward here very much. here's the bottom line. i think larry robbins of glenn view is right to like hertz. this stock is very cheap. it has a lot of potential catalysts and i think hertz is ready to play catch-up. it could be a steal at these levels. that's still more "mad money"

ahead. if you know about mike gardiner and giant african tortoise it's a woman, okay, well, i guess a female. you know i have a bit of a twitter habit. do i want to own the stock? i'm giving you my take ahead of the earnings. then i'm going behind the scenes to the rising movie star. plus, your calls for the "lightning round" are just ahead. stay with cramer.

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sometimes all you can do is say, hey, you know what? i don't have an edge. i'm just going to sit back and watch the action unfold. that's how i'm approaching twitter's quarter tomorrow. there's too many factors in play to predict how it will go. all through this earnings period, we have seen stocks rally when companies deliver what i call the trifecta. sales and earning and then raising the guidance. when companies beat the numbers, their stocks have not done particularly well. especially if they roared into the quarter. companies that have failed to beat on the top line and also guided down like cy links, blown to smithereens. now into the gauntlet steps twitter. a decelerating growth rate. it's growing but not as fast as it used to. that's exactly the kind of company this market is showing zero patience for. none.

i know people adore the twitter service. they use it to blast out their own news, to post pictures with captions. i'm no different. a series of pictures i posted about the giant african tortoise cactus sticking her neck out to eat watermelon on a hot day that was hardly conducive to the turtleneck lit up my feed on saturday. so did snapshots of my hybrid tomato plants. even as many wanted me to trim them for more growth, i had to tell them with all due respect they should stay focused. which is cramer speak for shut up about my tomatoes. it doesn't matter how much we like posting. none of that amounts to a hill of beans for their stock. this is what we care about. twitter needs to get more people engaged. it needs to be known as the new

source for the growing passes. that way the advertisers will spent much more on twitter as a piece of their digital ad budget. i know from talking to many ceos in the consumer space and you know i talk to a lot of them, that while they throw a little money at twitter, they love the return on investment they get from facebook. twitter has to prove it can deliver a better bang for the buck than now. for twitter to go higher, it needs not only more tweets but an earnings surprise when it reports. i think it's maybe too tall an order for the company at this juncture. what about twitter's future earning power? right now consensus from wall street -- call it 64 cents in 2016. well, those estimates show some good growth, they're nowhere near as robust as what we expect from facebook. when we consider the two side by side, i believe facebook can earn $2 next year and $3 in

2016. that means facebook is selling for more than 25 times 2016 numbers. that's the key out year for growth stock investors and i have to tell you, that's really cheap. now, in contrast let's do. this let's say twitter does six cents better than expected in 2016. let's say they do 70 cents per share. you slap a multiple on those earnings and you get a $21 stock. $21, hmm. 44% below where twitter is currently trading. the only one i think matters, twitter pales in comparison to facebook. why don't we go back to the dotcom days, monthly average user growth. if twitter's users -- this is something they want you to think about reaccelerating after the shocking slow down, i think the stock can go up a bit. but only if we see is a commensurate rise in advertising

dollar. if they increase, then i think twitter goes to 45. but if the trajectory of following the ad growth doesn't reaccelerate, i think twitter goes back to 30. where the stock fell when it was overwhelmed with insider selling in may. so i would say call it 30, 31. you have seven up, eight down situation. i don't know. that's not that attractive to me. a pretty unact tracktive risk/reward. it's a battleground stock. now, what about all of the people who buy the stock because they love the service? can't they counteract the institutional selling you might get on a weak quarter? it's a nice thought but i have only seen that happen with amazon and tesla. the institutions are in charge and they base their decisions strictly on the numbers i outlined for you. i don't know if they'll like what they'll see. what would change my mind about twitter and make me overlook the jitters? if the company lays out a more

disciplined growth path including how advertisers are now working closely with them on some new campaigns that you will soon hear about, what they do with facebook, zillow and yelp, then i think twitter can get intriguing in the low 30s if it gets hit on the numbers. plus, twitter needs the new cfo, the former goldman sachs research partner who i know well who brought the company public to step up on the conference call. and assure us he likes what he sees at the company. including potential changes to broaden the appeal. that's so important. he has to tell us which advertisers are using twitter and what percentage of the digital pie they're taking. is it beginning to grow faster, can it catch up to facebook? are the returns on investment improving for the advertisers? we get to hear all that and more on tomorrow's call. there's an alternative that can be positive. yes, maybe someone will pay $72 billion for the company to

capitalize off the interface and sell off a valuable group of enthusiasts. apple, microsoft, google can take a swipe. people like to use it as a daily routine and some regard it as a trusted news source. to break news on twitter attests to that. david carr must read monday morning "new york times" column, he mentioned today a foreign correspondent who feels the need to defend herself from charges made by her twitter followers that she isn't tweeting enough about her stories. what is she doing? she's trying to spend more time doing her actual job, writing for her paid readers. i feel the same all the time on twitter. holy cow. when you have to defend yourself for doing your job and denying your followers realtime news, twitter is an institution with real staying power. it needs to be monetized better.

the possibility of a takeout makes me want to buy it. even if i can can't count on recommending it ahead of the earnings. here's the bottom line. if you're a twitter junkie and you insist on owning the stock, please wait until after they report tomorrow to do your buying and recognize that the risk/reward is not good. especially with twitter ago biggest competitor, facebook. remember, twitter at $38 is a battleground. and nobody should ever walk into interlocking fields of machine gun fire if they don't have. trust me, as someone who's wandered on to many battlegrounds in the past, you tend to get hurt. john in michigan. >> caller: hey, booyah from michigan. my question is about lamb research. i know they sold off about 3 bucks in the last week. i wanted to get your take on -- >> highly volatile stock. i do believe by the way, a first on cnbc, i don't me if that

amack deal going to work out. i think lamb has had a huge run. i would rather buy it on a pull back. i know that combination is really on fire. but the stock has had a very big run and right now the market seems to be turning a tad neutral on the technology stocks. shelly in florida. >> caller: booyah from sunny florida. i have a tech stock, 66% owned by institutions and mutual funds. analysts love it. i think the street.com got a buyer rating on it. keeps on going down every day. marvel technology. please tell me some good news. >> oh, i can't. i'm a seek eight guy, i'm a sky works solution guy. i know people feel that that street.com ratings service is me. i have nothing to do with it. i do look at it. but i have often been on the other side of what they like. i'm not a fan.

listen, you follow me @jimcramer, you know i'm an avid user of twitter, but i can't recommend the battle grounds. there's still more "mad money" ahead. ticket to the moneys are fun, but i got a play on the box office that could be your golden ticket to make a very high yielding "mad money." stick with cramer. the cadillac summer collection is here. ♪ ♪ 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.

as long as interest rates remain down here at the absurdly low levels and people are going to keep going into the fixed income yielding stocks like some of the real estate investment trusts, what do you do with an investment trust that reports a quarter that the stock market seems to dislike? that's the question i got to ask of epr properties. a real estate investment trust that owns megaplex movie theaters and retail centers to charter schools. epr's big yield, and they have reinvested dividends since we lost spoke to the ceo in 2011. last thursday, epr reported after the close and while the earnings were in life, revenues

came in slightly below expectations and the movie theater holdings weren't as strong as some had hoped. in response, the stock tumbled from $60 down to $55 on friday. a 9% decline in the single session. but i think a lot of the decline is because epr had run up so much going into the quarter. rallying 6% on no news. is this the pull back, an opportunity to buy into the weakness? let's speak with mr. david brain and hear more about the quarter. welcome back. >> great to be with you. >> i don't ask about ceos about the action in the stock. it was kind of nutty. the stock went up big the day before and now big after. was it just some -- was there an error in trading? >> you know, it almost looks like that. we have no explanation. no contact to the company about it. so i don't have anything to offer you, but yes, the day before announcement it ran up big in the final half hour. very oddly and then it came down the next day and it looked like a reaction to earnings but

really it's very much in line with the 30 or 60 day averages. so it's very, very odd. i don't have a lot of explanation for it really. >> good. because sometimes what happens, after you put yourself in my shoe, i said what went wrong? i go through it, and everything was telegraphed. you said that the summer wasn't necessarily a great slate of movies but you did well. you have the casino property that can work out. no real surprises. sometimes you have a stock that doesn't trade a lot of volume and someone makes a mistake or someone buys more than they're supposed to or the broker put the order in wrong. when you canvassed this thing, it was what i heard. really nothing to move the stock. >> exactly, jim. you know, we trade about 3, 400,000 shares a day and we traded 2 million in one day. it was something odd about the volume and traders right at that time. i don't have much to offer you here, unfortunately. but as you said, the company is healthy. things are on plan.

dividends in great shape. the company's in great shape. just got upgraded by standard & poor's. i don't have anything negative to offer you. >> but that's why i glad you came on. i'm looking for anything north of 6 that's quality. sometimes there are imperfections that create this and that's what it was. some said the movie slate wasn't that good. but because you're a megaplex relation to megaplex that's not going to determine your cash flow. >> right. we're a landlord to a lot of theater operators, with coverages of about 175 to 185. and really with the variable cost structure you get a 4, 6% drop in the box office it's not an issue at all. not an issue at all to the landlord. to the operator a little bit but the coverages are extraordinarily healthy. so there's really nothing there.

>> and we're big believers in the staycation, i spoke to you last time about it. we happen to like cedar fair very much. we like six. we think they had a weather problem. but the entertainment complexes you have are doing quite well. >> doing very well. you know, we're in the water park season. we close the ski season. it was a very healthy year. water park looks good this year. all is on track and in good shape. >> do you think that the concord property that you have is a -- is just kind of an option, upside call option on what could happen? i don't even think good news of that property is in the stock right now. >> i thoroughly a -- agree with you. it's like a call option on a fairly unique piece of land that we already have paid for. that hadn't been earning us anything. fully baked into our numbers from an ownership standpoint, but not from the upside return standpoint. so it's really -- it's just opportunity value.

>> and the charter schools, are they still -- in new york they continue to proliferate. nationwide is that a good landlord business still? >> nationwide is very strong. demand exceeds supply broadly. we're building 15 to 20 schools a year. very selective markets, but it's very healthy and two new states in the past couple of years have additionally passed or enhanced charter legislation. so it's very strong. >> well, this is a terrific opportunity. i'm so glad you came on, because i said, you know, sometimes i feel like i'm missing something. i wasn't. it was just an erratic trade of a very good long term story that yields 6%. thank you so much to david brain, president and ceo of epr properties. >> my pleasure. thanks, jim. >> opportunities, you're looking for yield. everyone i spoke to at the fund-raiser i gave, they went yield yield yield. i present you epr. very safe situation. really good story. stay with cramer. (trader vo) i search.

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

time for the lightning round. let's start with joe in new jersey. joe. >> caller: hey, jim, how are you? >> good. how about you? >> caller: good, thanks. calling about general electric. i'm thinking of making a pretty large investment in it. >> well, stephanie link and i, a coportfolio manager with me, of my charitable trust. we are concerned that the stock is breaking down, but we don't think it it's expensive. we have that big ipo this week. i would not sell it down here. if anything, i know it's been a terrible disappointment. terrible performing stock. but i would not sell it down here. i think you'll get a better opportunity. let's go to andrew in arizona. andrew? >> caller: booyah, jim, this is andrew from flagstaff. my question is about caser international. what do you think? >> the stock habit own personal funk. something tells me that the stock is not going to have a good quarter with the way it's

acting. sometimes you get that sixth sense. i need to go to kevin in california. kevin? >> caller: jim, a big san francisco booyah! >> done. what's up? >> caller: hey, i'm calling about fleet kor tech. >> yeah, that company is doing fabulously well. let's go to john in florida. john? >> caller: hi, john. >> good to hear from you again. >> caller: good to talk to you. jim, this stock i'm interested in, positive news on the drug trials and its price. the stock is elixir. >> they're beating the heck out of that thing. you know what? i think it's a decent spec. i do. what we have seen over and over again, these are like puma. they have nine lives. let's not give up yesterday. i think it would be a mistake. ed in new york. >> caller: yes, mr. cramer, how are you? >> real good. how about you? >> caller: good. i'd like to thank you for the

insight and advice. you had the ceo of the -- organization on. it went up a couple of dollars. i was -- now it's down -- >> people have turned turned turned on the aerospace cycle. they have decided there are too many planes. they have decided that air lease is going goat hurt. they decided the aircraft manufacturer will get hurt. i don't believe it. i think the whole thing is a giant pause. i'm going to urge you to stay with it. recognizes that there could be another 5% decline in the aerospace stocks. one more, jim in florida. jim? >> caller: hey, jim, big old florida gators booyah. >> oh, man, yes. i'm a noels guy too. what's up? >> caller: you mentioned a couple of months ago -- >> i think it's a good spec. we know that the ball to dry freight seems to have bottom. i think it's okay for a trade. that ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. five tech stocks with more than a 10%... change in after-market trading.

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got to get outside. you have to talk to people about their investments. if you want to know what to really write about and expound upon if you're me. that's the secret between the lightning round and all the other interactions. still, there's nothing like going out there and actually speaking to live people about stocks and the market and then taking their questions. that was the privilege i had when i spoke at the fund-raiser

in new york's long island this weekend. the library is one of the great i instituti institutions, you're amazed at the number of cars that are there. after speaking about some new positive themes i have been highlights since "get rich carefully" came out, i have struck to how politics has become to managing your money. the biggest applause lines i received from the 410 at ten dees who paid $20, how we should identify companies that are making good money, no matter what. it's about why people talk about the ideology of things. ideology of the fed, the politics behind interest rates and not on how to find good ideas about how to preserve and grow capital. the most asked question at least in various permutations was who do you trust and how do you find those people? i think this is a very important point because most people are

too busy or too scared to invest directly in individual stocks these days. besides one or two that might catch a moment's fancy. for some who want stock exposure or don't have the time or inclination to study it, i say that s&p index funds are fine. although i hate shooting for average in the same way i wouldn't want my kids to be just average. you're aiming too low. i urge people to search for best of breed companies. as described by the market leaders with good managements and then get familiar with them by reading the conference calls and also understanding how to value the stocks versus the overall s&p 500 and their sector. looking for companies that are growing faster and selling for less. in order to do that well, i urge people not to rely on software but to find someone who is human to help. that way you can explain the idea and get some research on it, you can be more inform and do better job and might buy more than sell low into a market swoon. if you can't get any help, you

might need the default. i urge everyone to ask their friends for brokers who have done well. i still love word of mouth. another applause line, it's not belt tore talk to a machine than a human. finally, people still want income from stocks because interest rates are so insanely low. they're looking for ideas that give you decent growth with above average payouts. for those people i recommended verizon as the top quality with a good yield and enterprise product partners. and all cases, i emphasized that the more homework you do, the more likely it is that your performance will be better. to sum up, people want less politics, more ideas and more help from thoughtful humans to do a better job of managing their finances. is that too much to ask for? no. it's a reasonable request that wall street would do well to think about. stick with cramer.

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if energy could come from anything?. or if power could go anywhere? or if light could seek out the dark? what would happen if that happens? anything.

all right. shareholder activism strikes again. clarence otis, i thought he'd be in there, i didn't think there would be any shakeups at darden

which is red lobster and olive garden. now otis, chairman and ceo, is out. lots of good things can happen when activists pressure boards. this is one of them. i'd like to say there's a bull market so >> tonight on the profit... i go inside skullduggery, a toy company that should be filled with imagination and fun. >> it was kind of, like, confusing. >> can you read? >> instead, i find two brothers struggling to make a profit on merchandise that kids don't want while falling short on creating new hit games and toys. >> it's our first game ever. it didn't do very well at market. >> the toy industry, while enormous, is a brutal and competitive game. >> these toys seem like they're already out there. >> and if the brothers can't learn to innovate and sell... >> steve, why do you think nascar's good for skullduggery? [laughing] >> they'll get shoved to the back of the closet with the other forgotten toys. you basically just said, "[bleep] you, i'm just not gonna do it." my name is marcus lemonis and i