them. i know it was up a lot. if you would happy, if you were on a night, time to sell something. >> mlp up big. pete. >> first name basis with glad. him talking about vlad. him talking about biebs. the airlines are going crazy. i think this is going higher. >> that's it. see you tomorrow. my mission is simple, to make you money. i'm here to level the playing field for all investors. there's a bull market somewhere and 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 just trying to make you a little money. my job is to entertain and teach. call me at 1-800-743-cnbc. tweet me nicely @jimcramer. takeovers need to happen. takeovers need to happen because takeovers can spur the growth that's required to really ignite

this stock market. can't do it alone with the economy. we saw it this morning. in the glorious takeover -- ♪ hallelujah >> of kinder morgan by rich kinder himself and the s&p is gaping 2.8% and the nasdaq is jumping. there were many reasons for it to occur. first and foremost, rich kinder loves it when shareholders make money. and he alluded to that front and center this morning when i spoke to him on "squawk on the street." but the main reason is that kinder morgan was having trouble growing because the cumbersome structure, the parent company, didn't let the business expand as quickly as it should. even of course some great opportunities in oil and gas. the new streamline entity kinder morgan, inc., which should be owned for the $2 dividend will give you a great play to play the north american energy

revolution renaissance. kinder morgan will be the third largest energy company, better groat in dividend boost prospects than any other company not just in the oil patch but in the s&p 500. rich kinder, who introduced us to the domestic energy revolution needed a vehicle to make consolidation happen because that's the way to grow now. and now he has it. kinder's move is like so many others in this market whether it be the deal that brought verizon wireless under one roof, so the smart acquisition of open table, called what a soaring stock that is. more later. or in the bidding for hillshire, and reducing taxes by moving overseas. so others that have been announced and this, the most bountiful m & a year i can recall. the simple fact is that growth is still slow all over. as stanley fisher the fed's vice chairman and my favorite central

banker said today when he talked about disappointing growth in the world's economies. there's real he only one choice when faced with terrible growth conditions and that's to take advantage of what's out there and make some acquisitions. now, i typically don't like to recommend stocks on the takeover basis unless they have good fundamentals. i have told you that time and again. i won't violate the pledge now. but when fisher talks about slow growth i think it's safe to say that we aren't going to get that quick rise in interest rates which so many of the big boys have told us must occur. definitely occurs they made it clear as recently as cnbc's delivering alpha conference last month. that means excellent brand names even as they spew off a lot of cash will have huge targets on their back. i have seen this happen. i know there are a ton of them just waiting to get bought. and in the meantime, their dividends are paying you better than treasuries and they have reported so the badness is baked

in. i'm going to give you a couple of good ones. before i get to more speculative stuff. left's -- let's start off with the obvious -- kraft. 3.57% yield. lack growth. simply seemed like a giveup. and then the next day it's been rebounding ever since because of the bountiful dividend and because of takeout prospects. here's how i look at the $33 billion company. right now pepsico is up 11% for the year. it's leaving coca-cola in the dust. i mean this is really a case of -- >> house of player. house of pain. >> i know that nelson pelts asking for restructuring and cost cuts and so much else. i don't like to see when great executives who like rich kinder don't get credit for a job well done. ♪ here's how you can get that credit. nelson pelts should be forcing the fat, happy and poorly performing coca-cola which is

down year to date to buy kraft to re-energize this company and get some snack growth that can compete with frito lay. if they don't want to buy kraft, it can purchase the old kraft international stock business. another nelson pelts target. either way the smug warren buffett has to start playing catch-up to pepsico and the best way to do that is to compete with pepsico's fast growing frito lay business. the fizz is going flat at coca-cola and only acquisitions can help return the luster. here's another one. how long can general mills show no growth and yet still spew cash to buy a big dividend? i get that from the bond. isn't it time that the ceo tied the knot with the already once for sale pinnacle foods? how could general mills not want

to buy bird's-eye to go with jolly green giant? i know they can't kellogg, but kellogg needs to grow too. it can take on the bridesmaid that's pinnacle. why the heck not? no hostility, no hard feelings, it's a willing seller to hillshire brands. if pinnacle doesn't want to sell, pick up b & g foods? it looks like what's pinnacle has done with some healthy snacks added to the center of the storm mix. but time to ring the register for shareholders, david? how about a consolation prize. the endlessly stalled campbell's soup. you can't get more stagnant than canned soup even as they have tried to diversify into natural and organic with the bold house foods which has a pretty tasty vinaigrette dressing that i may have for dinner tonight with

some of the fresh veggies. but what if kellogg or general mills decides it needs real growth and a nice dividend boost? for months the short sellers have held them back. ceo is a moneymaker. i think he'll continue to do so. but if general mills or kellogg would buy hane, they would instantly gain credibility in the natural and organic sections of the supermarket. the only growth aisles out there. whoever doesn't buy hane should be buying white wave. i know it's moved up a lot. i don't care. it just reported a spectacular quarter and even though it's up 40% for the year and is a $5.6 billion company it has the fastest growth in the industry. one look at the poorly performing dean foods which spun out white wave, a stock that i thought would turn around but hasn't tells you that plain old milk is a loser and the bread

and butter is soy milk. sadly, i'm saying that dean f d foods isn't going to work. just as i got kinder morgan right, i should have stuck with white wave. mistake. we also have to face up to the fact that clorox or kimberly-clark have grown in a market where growth is paramount. you have to wonder isn't it time for you to unilever which has shown palry growth to take a swing at both company? they're working through the correction. and don't we have too many restaurants? here's a little more speculation, but who going to consolidate the groups? bob evans darden is clamoring for action. and brinker has a decent quarter. what's the point of having somany restaurants that are losing out to the chipotle's? how can one of the groups not buy fiesta group with the fast growing tropical business that we saw last week? boy, what a terrific story that was. who doesn't want to own -- add

adele frisco to the roster. and plus how about this bloomin' brands now down 33%. they'll be taken out of the new found misery. way too many who buys and it consolidates and don't get me started on retailers. they have seen the growth rate slow. supervalu needs to be snapped up. i can go on and on, but the bottom line is when you have companies like kinder morgan can can't grow like it used to, time to take action. let the huge run in kinder morgan the acquirer -- unbelievable, spent all that stock it went up. remind the companies that it's time to get busy buying or just keep on dying. let's go to santo in florida. santo? >> caller: booyah sir cramer. >> yes, what is it, chief? >> caller: is it time, time to dethrone the king, king? >> that was the dolphin. it was a false king. it was never a king. it was -- i don't know. kind of like maybe a knight or

even a pawn. i know, it was playing checkers. i don't want you're in the king. no way. let's go to hoe ratio in illinois. >> caller: booyah to you cramer. >> two picks but sanchez looked great. thank you, new york jets. go ahead. >> caller: love your book. i really appreciate what you do. my stock is excel mobile with the opening of mexico's energy industry, do you see them taking a big chunk of the contract and also, i see drilling in russia, they may be drilling in russia. >> yeah, they are. they are. look, exxon is my least favorite, it has the least production growth. i know no one got hurt buying it but i prefer royal dutch. i'm going to bill in new york. bill? >> caller: booyah, jim. love the show.

>> thank you. >> caller: what's your opinion of lazar? do you think it would be a good complement to jpmorgan? >> no, i think the assets would go out the door. my charitable trust owns them and goldman is doing something to get the value up. i think this stock has -- goldman is the way to play m & a. don't just stand there, do something. rich kinder got the memo. for companies that can't grow at the old pace, time to take action. i'll play the game changing news on the emergency energy. find out who i think could be in the best position to profit after kinder morgan's consolidation. then from the top stocks to buy all the way to the ones just pretending. find out what apple, starbucks and price line have in common and how you can profit with it. stick with cramer. >> announcer: don't miss a

second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

♪ in the wake of the fabulous kinder morgan news, where pipeline giant kinder morgan is buying up off after the subsidiaries like kinder morgan energy partners, people line partners in order to consolidate everything under a single banner, thing is the perfect time to look at the pipeline master limited partnership plays. viewers know i've been a big fan of the group for years. it's created a huge shortage of pipeline capacity. so the high yielding mlps that build out new pipelines have some enormous opportunities here. more on that later. right now, right now though, i want to focus on the first potential acquisition for the

new combined kinder morgan. specifically, we know that ceo ch newly energized kinder morgan inc., so perhaps they should consider buying board walk pipeline partners. bwp. a stock i like so much, we own it for the charitable trust. board walk is a $4.7 billion company that owns three interstate natural gas pipe lines. 11 underground natural gas storm stations that spans some of the oil and gas i'm talking permian, marcellus, woodforde shales. and now it only support 1.2% yield. that's smaller than the other limited partnerships because this damage has been done. it had to slash its payout earlier this year. as it struggled to finance all of the projects and still dish

out a lot of the capital. but it has huge exposure to the fastest growing regions out there. some local distribution companies and industrial end users and power plants. in other words, the pipeline business is about location, location, location. and board walk has some the best locations in the business. board walk is kind of like park place. you know what i mean? like monopoly. when we look at the pipelines mlps what really matters is how they make their money. i always adored kinder morgan energy partners because for the most part, this was basically a toll road, had some oil in it too, collecting fixed frees for transporting commodities. board walk gets 81% of the revenues from fixed fee contracts. known as capacity restoration fees. even if the client doesn't ship any natural gas they have reserved the pipeline space so they still need to pay up. that's the bulk of the business. and it has incredible visibility. then they get another 12% from fees based on utilization rates. if they ship or store higher

volumes they make money. finally they get the last 7% from transportation services. i think board walk pipeline is a terrific play on the secular shift going on in the utility business. away from coal fired power plants and to natural gas powered plants. it's expected to grow at the 2% annual clip from now through 2026. nat gas is much cleaner their coal and all the utilities have a big incentive to make the switch. plus our country has so much new found natural gas it's far cheaper here than anywhere else on earth. put it all together you have an environment where we have tons and tons of nat gas that the utilities want. they need someone to gather and transport the stuff where from where it's found to the power plants to make electricity. and enter board walk pipeline partners. last year, this $4.7 billion company carried roughly 12% of

america's average daily natural gas consumption. look at that 12%. on top of that, they have 207 billion cubic feet of storage for dry gas, another 18 million barrels for the storage for nat gas liquids. in short, board walk is a serious gathering processing and transportation and storage play with terrific visibility. kipder has to like this one. visibility means it's easy to predict how much they'll make going forward. the earnings estimate may have to be cut for so many sectors including the international industrials that you know i'm so worried about or the airlines that went up today. for board walk and the other pipeline place, i think the numbers from here will be fine. however, the main reason i like board walk pipeline partners is have very simple. the company has a number of projects underway that should lead to higher earnings and larger dividend payouts down the road. first of all, board walk has spent $1.2 billion on smart

acquisitions over the past years. unlike the gigantic kinder morgan partners which is disappearing, board walk is small enough it's easy to find deals that can move the needle. second, the company has invested $300 million in organic growth opportunities and they have major new products that the works that can bolster the business. for example, they spent $250 million to upgrade the southeast market expansion project which will add 500 million cubic feet a day. this expansion should come online, sometimes in the fourth quarter and it's already fully contracted out thanks to strong demand from utilities from mississippi, alabama and florida. then there's the ohio to louisiana access project wing is the most exciting one. board walk is investing $150 million to reverse the flow of some of its pipes in order to transport 600 million cubic feet of gas per day from the utica and marcellus shales in

pennsylvania. this was built to ship it up. there's more so much in utica and marcellus they have to ship it down. not only does board walk have growth, but they represent value. it was flying high at $24 a share and now they're slashing the distribution and in order to spend more money on growing the business, the stock instandly dropped to 14. and i can understand why so many people sold. after this is a master limited partnership. however, i think board walk made the right decision here by investing in growth. they'll be able to boost the distribution much more dramatically once the investors pay off or yes they could get a takeover bid. the growth has begun to attract new investors. hence why it's climbed back up to 19 and change. it's below $31, i like that too. and the new strategy is working. when board walk reported last week, they blew away the numbers. i can see it traveling up to $25

without a takeover. but the properties are too valuable, it's getting harder and harder to build out the new pipe. board walk pipeline partners so many growth opportunities that it eviscerated the distribution in order to invest in that growth. that was incredibly bold. management never would have cut the payout so dramatically unless they had tremendous conviction in their business's prospects. based on what i'm seeing here, i believe in board walk pipeline too. if the current management can't get it together, then i suggest someone else take a shot. there are so many that covet the fabulous pipeline assets including perhaps the new kmi kinder takes the take today. i'm going to drill into three more energy players with serious potential. then walk is getting mixed messages from priceline and starbucks. i think the message is clear and

profitable. if you know what to listen for. plus, i'll help you protect your money in the tense days with ukraine and russia and everyone else. why do we -- what do we do? we protect ourselves by staying diversified. we'll play am i diversified. stay with cramer. where the reward was that what if tnew car smelledit card and the freedom of the open road? a card that gave you that "i'm 16 and just got my first car" feeling. presenting the buypower card from capital one. redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac - with no limits.

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a little more than 20 years ago richard kinder the visionary energy executive and one of my

bankable ceos from "get rich carefully" pioneered a new business, mlp. kinder was all over this concept as mlps don't have to pay state or federal income taxes. instead, they pass it on to you in the form of the distribution and then the tax consequences that no one likes. sorry, still good to make money. two decades ago, it seemed like a brilliant way to invest in the pipelines. kinder made investors fortunes in kmp through the whole run. fast forward to last night though, and we learn that rich kinder is done with the whole mlp concept at least for the moment. he's rolling up the three master limited partnerships energy, el paso pipeline partners into the parent kinder morgan and that's a regular corporation. he believes he can make

shareholders more money and they can more efficiently use the capital to make acquisitions or invest in building new pipelines. hence today's 9% rally in kinder morgan, inc. i agree with rich and i think it's become overnight a must own because it's paying a $2 dividend to get rid of the big capital cost from the -- from the distribution rights. and lots of taxes saved. but if rich kinder, the brilliant pioneer is now turning his back on the format maybe he wants championed at least for the moment, because we don't know if he's done. we have to ask ourselves what does this mean for all of the other master limited partnerships out there? could this represent the high water mark for the mlp? over the last six odd years we have seen some remarkable groat in the mlp complex. in 2008 the aggregate cap came in at $86 billion. fast forward, that number is now $580 billion. some of this increase is because we have seen a number of mlp

ipos. now there are 111. but a lot of the gains here are because the stocks have just been on fire. last year, the aggregate mlp market grew by 53% in first half of this year we saw another 20% gain. with interest rates at ridiculously low levels, many investors have been buying mlps as fixed income alternatives. we have seen an amazing institutional ownership develop in the stocks. now, most are midstream oil and gas mid plays, meaning they're in the gathering, processing and transportation of crude and natural gas. remember, near the midst of the oil and gas renaissance. production is booming at all sorts of places. north dakota's bakken, we visited there. colorado's where i'm tempted to go. and texas' permen basis and the utica shale and then the

marcellus in pennsylvania. for years i have been telling you that this increased production means that there's some incredible growth opportunities. we don't have enough transportation capacity. and then the demand for new pipe is enormous. not just new pipe. the whole pipeline market has begun to shift. for decades we piped it from north to south. down to the louisiana area. thanks to all the gas from the utica and marcellus, many are going north to south where the stock can be made into a lot -- the stuff can be made into plastic and butane and shipped overseas. here's the thing. it can cost billions and billions of dollars to build a new pipeline. you see how hard they are to sight. all the growth opportunities are the reason why i expect to see an enormous amount of consolidation in this industry. with last night's move by kinder morgan signaling that the time for deal making has arrived. in fact, rich kinder said he's consolidating his three mlps

into kinder morgan inc. because they'll have an easier time making acquisitions. they see 120 potential targets, combined intervise value of $800 billion. and we need new pipelines and storage tanks. that's part of the reason why i think further consolidation is becoming inevitable. aside from the gigantic kinder morgan most of them are relatively small and because they're master limited partnerships they need to pass on the profits to shareholders. but a new project can carry a price tag and it's hard come one that kind of capital while maintaining a sizable yield. consolidation is nearly the next logical step for the mlps either to create a larger company to develop new projects and that's probably going up. or to combine assets in a way that expands the overall reach. that kind of stock will go up too. we have seen the deals make a ton of sense too.

when they bought cope aknow last year to increase their exposure in the processing. that was a big win. el paso was a big win. who are the most attractive players here? the companies, the mlps who can do consolidation and get the growth that kinder seeks or still staying in the mlp structure? who are the other survivors actually, first and foremost, by far is enterprise products partners, epd. that's the pain line behemoth with a strong balance sheet and a juicy 3.8% yield and a fantastic growth record. epd has a conservative attitude. they don't start adding new projects until they have lined up the long term products to support that. so when they say they have $6 billion worth of expansion projects underway scheduled to go online between now and 2016, that could be more in the works. plus, in late june, epd got permission from the department of commerce to export

condensate. that's a kind of lightly distilled crude oil which means they can pipe crude directly from the eagle ford shale and split it and then export it from the gulf coast docks. guys, this is a huge game changer. given that exporting crude has been legal since the opec crisis and it's something that kinder morgan plans to get in on too as rich told me in the "squawk on the street" interview. how about energy transfer equity? ete. which owns the general partner and thus the incentive distribution rights, that's the stuff that rich kinder got rid of today and region ji partners. right now it's 7.2% because the company temporarily relinquished it. and its payout next year will increase dramatically. remember it's ete that's the one. there's a bunch of one.

if you hold on ete could become one of the highest yielders in the space over the next couple of years. i like yield. then there's atlas energy. remember this one? atls. that leon cooperman recommended last month that we profiled just, well, two weeks ago. atlas energy is the general partner to atlas resource partners, an oil and gas producer and atlas pipeline partners and that's gathering, processing and treatment services. atlas is relatively cheap stock. and it should be able to raise the distribution dramatically over the next few years. that's what leon said. i believe in leon, what's not to like? and let's not forget for growth and then the potential takeout. here's the bottom line. after the announcement of kinder morgan's transformational consolidation out of the mlp into the c corps, i think we should expect more deals in the energy mlp space. now that kinder morgan is being

acquired my new favorite mlps to more consolidation and growth are enterprise product partners and secondly, energy transfer equity. and then atlas energy. if you own knp, take a victory lap, congratulations, roll the rest into kmi. because in rich kinder we trust and boy, after today does he ever deserve it. jay in massachusetts. jay? >> caller: hey, big booyah to you, jim. >> nice. >> caller: how about energy corporation, egn? it's had a good, steady cash flow from the gas utility. even though it's a modest one. increased steadily. but in the past few years, they have done a lot of increased exploration and production in both oil and gas. it sure seems like it's a good long term stock if we -- >> you're right. >> caller: expanding the natural gas and become energy independent. >> it's in permian san juan, i like it. no fight from me.

i encourage you to stay in it and buy on the dip. good, good call. all right. now we're going to abby in maryland. >> caller: booyah! >> booyah, abby. >> caller: my stock is essco. >> this is really important. stephanie link, all right, and i, she's the coportfolio manager of action alerts.com, an e newsletter from my charitable trust we bought more after one downgrade. it's been downgraded and down graded. it's a deep water driller. almost everyone has abandoned it, it yields 6%. it was a facility, they have the newest fleet. everyone giving up on the stock. what do you do when everybody gives up on something? you buy buy buy. because there's only one guy left to downgrade and then we'll buy more. paul in tennessee. paul? >> caller: hi, jim.

booyah, thanks for helping the people who watch "mad money." >> oh, thank you. >> caller: i really appreciate it. my stock today is acmp. i don't understand really what happened. i have a two-part question. usually when a company is bought out if that's what happened, the offer is usually above their current price. however, williams if they bought him, why did the amc price drop and williams go up? >> i like access, they have made a fortune. but williams with a 3.95 yield is the one i prefer. access midstream has been a gigantic and look, when the stock was in the 20s, it's at 60. so we have no regrets. that's been a huge win. i do like williams more here. all right? now when a company like kinder morgan announces a mega deal that's your cue to dig deeper

into the mlp group. i think there's plenty more deals and my favorites are enterprise product partners, by a long shot. energy transfer equity and then atlas energy. there is still more "mad money" on ahead. investors were naming their open price to get out of priceline, but that was the time to hop aboard. what happen? and then worried about a looming correction, make sure you're protected when we play diversified and your lightning round is coming up. we needed 30 new hires for our call center.

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♪ when will people learn? when will people recognize that some companies do things differently when it comes to report their earnings? some like to be conservative and some like to sandbag or underpromising so they can overdeliver later. it's a time-honored tradition. you can set your earnings clock by it. take priceline win of my gave -- one of my favorite companies. it saves you money when traveling. it's integral to the newly

frugal consumer who wants to bargain hunt for everything surrounding a vacation. as i wrote in "get rich carefully," wall street analysts because they're rich and snobs have underestimated this terrific company which has become the de facto way to travel for tens of millions of people around the globe. nevertheless, almost every time priceline reports it does two things. first, it blows away the earnings. and the earnings estimates too. giving you a dazzling set of numbers. second, it then offers conservative guidance that is so restrained it often amounts to the forecast cut versus the expectations of the analysts who don't understand it anyway. sure enough, priceline reported this morning and it did precisely that. next thing you know, the stock has been slammed in premarket trading. the same pattern as last time except this time the company reported before the open instead of after the class. i was on squawk box and the

stock was down about 20 bucks when joe curran came to me. as i said on friday's game plan we hear from priceline on monday morning, i'm going to let you in on the trick of the trade. almost every single time priceline reports the shoot first ask questions later gang blows it out in part because they often give guidance to spoil wall street expectations. so the headline reads priceline cuts forecast, however, when the smoke clears and the stock is down appreciably that's when you get your chance to buy. i actually said just that friday. bingo it happened again. you caught a 66 point swing between the trim forecast came out and 80 minutes later when the company in the conference call indicated that business is incredibly robust and growing by leaps and bounds. it was a fabulous conference call. the forecast simply reflected the nonpromotional nature of their excellent management. it's important to file away the

list of the companies that have liked to give conservative guidance. i have always felt that apple tries to set reasonable expectations that are often at odds with analysts sporting wild high estimates. and cbs last week offered conservative guidance, the stock sunk immediately. even as the conference call was all about the long runway that they have in front of it and turned right around. one of most glaring patterns of conservatism is being set by alex gorsky the ceo of johnson & johnson. celgene refuses to get caught up in hoopla about the coming numbers and their stock has been clubbed. finally, howard schultz and the gang at starbucks like to keep expectations reined in. i think that's so necessary given the company's seemingly unsustainably great numbers. but the team appears to just outdo itself every quarter. the bottom line is there's nothing like the annuity from priceline. something that happens only

because traders' memories are so short and the analysts don't get it. that's your opportunity. next time around, don't forget to take it. "mad money" is back after the break. are you sure we should take this billboard down? people find out state farm does car loans as well as they do insurance, our bank is through. good point. grab an edge. look there's two guys on the state farm borrow better banking sign. nope for real there's two dudes on the state farm borrow better banking sign. [ reporter ] breaking news from the state farm borrow better banking sign... we're seeing two men that have climbed the borrow better banking sign gentlemen please get down from the state farm borrow better banking sign. phil get the hose. okay he's getting the hose. alright, let's go. [ male announcer ] talk to a state farm agent about car loans that can save you hundreds. that's borrowing better.

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>> 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? it's time for the lightning round. let's start with lee in california. lee? >> caller: hi. this is lee from california. >> how are you? >> caller: fine. i'm a new listener. and you mentioned about in your program that aent -- and you say it's a good company. and it had an excellent good quarter last week. >> i was surprised it went down. but wednesday we have sysco. maybe they'll take a shot at arista. i do like anet. arzela in ohio. >> caller: booyah to you, jim.

>> booyah to you. >> caller: i'm from middle town, ohio. >> we had that caller from there last week. what's up? >> caller: yeah, i have a question about stonemor. >> i don't understand why the yield is only 10%. i wish i they'd come on the air. but i like them. let's go to mike in texas. mike? >> caller: hey, jim. good to talk to you. >> how are you? >> caller: my question is about transferring -- [ inaudible ]. >> okay. we do -- we gave up too quickly on energy transfer partners. we let the frustration really get to us. and i think it is a buy. it's a buy. i'm not done, i'm going to mitchell in tennessee where they have a pretty better football team than i thought. mitchell? >> caller: go eagles, jim. jim? >> no, i was going to say go

titans. but thank you. what's up? >> caller: recently after the ipo -- i didn't worry about it. should i take it off or hold on to it? >> i don't like the way that the stock is trading. but at this point, it's not as good as fiesta group. that's the way i look at it. e okay. to walt in new york. >> caller: i have a question about trinity industries. >> i think it's beneficiary of the rail car news that came out from the federal government. i think it should be bought. now i need to go to palumi in north california. >> caller: thank you for taking my call. >> no problem. >> caller: is gilead a good buy? >> well, they just ran. we don't like to buy them when they run like this, but it's one of the four horse -- along with regeneron, celgene and i like it. that's the conclusion of the lightning round!

>> announcer: the lightning round is sponsored by td 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. so ally bank really has no hidden fethat's right. accounts? it's just that i'm worried about you know "hidden things..." ok, why's that? no hidden fees, from the bank where no branches equals great rates.

we have seen lots of positives this year with the dow story above 17,000 for the first time. many companies have reported better than expect earnings. market may have excited -- may have you excite about invest, but can also leave you wondering

what about the new developments of the international turmoil? i was checking the news every minute this weekend. the only thing that protects you is diversification. don't place all of your eggs in one basket. particularly in an international stock basket where you could be hurt what's happening in ukraine and russia. we didn't get to play this last week. this is where you call me and tell me your top five holdings i'll tell you if it's diversified enough or need to mix it up a little. let's start with a facebook post. apologies for my mispronunciation. eaton, suntrust, united and -- these are action alert plus names and some have not done well. but now we'll go over them. boeing, mcnearney, that's airlines, did not have a great quarter. looked great, but it was not great. united tech, that's going to -- we'll say -- i have to -- these are very similar, but this is a

conglomerate, all aerospace. united technologies, again, not a great quarter. didn't get the big cash flow. that's why these two stocks have been terribly weak. eaton, diversified conglomerate. bad quarter. bad quarter. said it on air, said it to mr. cutler. say it in here. gm, okay. well, obviously a snake bit company but nice yield. suntrust, a bank that delivered a great quarter but nobody cares because interest rates continue to go lower. that hurt suntrust. a bank and auto manufacturer diversified, diversified machinery company. a industrial conglomerate and too heavy toward aerospace and machinery. i would swap out -- i would swap out united technology and buy a drug stock. but i do -- my trust does all own all three.

very difficult. i say there's enough diversification. but yes, you did pick a couple ones that really did not do what i wanted them to do. scott in california. scott? >> caller: what is happening, mr. cramer? what's happening, let me send out a leopard shark booyah to ya. >> i was going to give you a sooner boomer booyah to you but that's oklahoma. >> caller: yeah, we're way off there. but i'll take it. >> yes. >> caller: love the show. okay, i've got five stocks here. let me know if i'm diversified. >> okay doe i can. >> caller: thank you. okay. so i'm up a little bit on kate. kate spade. okay. recently i bought qualcomm on the dip. okay. and i had under armour a while. okay. i've got san gammo.

up a little bit on that. and i've got buffalo wild wings which i'm down 10%. >> let me go to work on that. thank you for taking the crew out to buffalo wild wings. a little in-house. qualcomm, buy it on the bounce. that's semiconductor company. san gammo, get rid of it. it's a biotech, not crazy about it. great job, kate spade reports this week. this is the last surer. under armour, get rid of kate spade, keep under armour. we'll bring in oh, man, we have to put bristol meyers in here and buy boeing. make a statement that mcnearney is not going to have a second quarter that we don't like. we have to stick with cramer. don't just visit new york.

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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. congratulations to all of you who stuck with kinder morgan and kinder morgan energy partners. turned out to be worth sticking with. i remember last year in september a report came out that

used a $40 price target for this -- what was an $80 stock, it looks like that won't be realized because you're getting north of $90 on the takeout. there's always a bull market somewhere and i promise to find it for you right here at "mad money." i'm jim cramer. see you tomorrow. >> imagine a store with no signs in the aisles, a store that doesn't bag your purchases, one that never advertises, where you have to pay a fee just to walk in the door. who in the world would shop here? as it turns out, about 3 million fanatically loyal customers every day. it's called costco... >> i love costco. >> i bought ground beef. >> lawn furniture. >> a television. >> i bought my engagement ring here. >> ...a chain of stripped-down warehouses that's become a sensation at home and abroad. >> [ speaking chinese ] >> but its crowning achievement -- convincing you