>> thanks, so much for watching. it's great to be back. sue eback here at 5:00 tomorrow for more "mad money" starts right now with jim cramer. 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" starts now. hey, i'm cramer. welcome to "mad money," welcome to cramerica. i'm trying to make you money. my job is not just to entertain, but educate and teach. call me at 1-800-743-cnbc or tweet me @jimcramer. how do you judge an economy? how can you figure out how things are really going? in order to make informed decisions about your companies and their stocks? buy, buy, buy!

every day bets on how companies will do and when the bullish bets overwhelm the bearish once, you get days like today where the dow gained 60 points, the s&p climbed, while the nasdaq inched down .2%, but are these bets informed? or are they just guesses? it depends. sometimes as we know from the confusing minutes released by the federal reserve this very afternoon, it is really difficult to get a good read. i couldn't make heads or tails out of whether the fed thought the economy was getting better or worse. that's largely because the traditional benchmarks and toe tums aren't making sense right now, sometimes even sending us in the wrong direction. yet it's confusing out there. i've been doing this for a long time. it's confusing. in fact, i think you can say this is a temptations market. we've got multiple balls of confusing. the most glaring example, for

years we've looked to the direction of interest rates to gauge the economy's strength or weakness. interest rates going higher, we know the economy is accelerating. lower rates means the economy is decelerating, but we can't use rates as a barometer of anything at this moment, no, that's because money is pouring into this country, into our bond markets from overseas, very strong currency, sending our rates lower regardless of our own economic activity. i've never seen this happen in our career. put simply, if you want a safe yield and decent return, buy our bonds, not the bonds of the countries in europe, because their yields are ridiculously low, in many cases lower than ours with a higher level of risk and tiny reward. >> the house of pain! >> so declining interest rates are what we call a false tell of how this economy's doing. second false tale, resale, with the exception of home depot up

again today, many retailers are bemoaning a promotional cut price environment because the consumer seems strapped. how can that be if jobs are coming back? it's another conundrum. stocks of companies like target, target cut its sales forecast big today. second time in just a couple of weeks, but the stocks after falling in premarket trading ended up rallying late in the day, closed up 1.8%. home depot said yesterday things are rosier than we thought, but arch competitor lowe's said things aren't as strong as they like and they, too, shaded down earnings. but once again, stocks rally 1.5% by the end of the day, causing more head scratching. retail saying overall that the economy's weak, maybe even getting weaker, which doesn't jive at all with the stock market's recent strength. you got confusion in research, too. for example, the other day goldman sachs made this incredibly bold and incredibly bear strong about the

semiconductor group. they said it was about to roll over, the sector must be sold, a decline of as much as 25%. could be in store for this economically sensitive group. then today, traditional semiconductor stalwart, a storied chip company, makes power-related semis, catches a gigantic bid, germany's largest semiconductor for its source, 47%. so much for the 25% decline. finally, there's the commodities complex, which has been weak and growing weaker by the day. that makes little sense. don't you need demand for the commodities? if things are so strong, why is copper, dr. copper, really the fu fol com hanging by a thread after prolonged downturn? beef, chicken, corn, soy, the hogs, be so weak? needless to say, oil's been in a real slump as we've been

chronicling every day. maybe the market's on its last leg, that's what a lot of smart guys are telling me. with all these confusing cross currents, how can you develop a game plan, a world view that can justify buying stocks despite weaker traditional inputs? let me give you cramer's premer, when the usual benchmarks fail to illuminate, explain, or send you in the right direction. what i like to do is turn to the transports, because the size and tempo of shipments can be one of the most honest reads in the economy possible. they measure true commerce. my choice gauge, the rails. most specifically, union pacific, which just -- not coincidental, happened to hit an all-time high today. that tells you something, doesn't it? doesn't crack in the all-time roster for nothing. it's hitting an all-time high because its freight, its carloadings as we call them, are surging. let's get granular, that's what

you have to do to figure out an economy, what does union pacific ship? 20% of its freight revenue comes from intermodal transporting. looks like trucks on the train, why are they having a banner year? because of what we saw recently with the burgeoning transloading industry, where goods are transferred from international to domestic containers. given where union pacific operates, we're seeing imports from asia pacific, sure sign business is growing. lots of coming up from mexico, too. industrial products, industrial products, 20%. and those are roaring. why? you look down underneath, it's new housing construction, specifically timber. you can't ship that by truck. that accounts for some of the increase, which is bullish for the future of that important industry. union pacific is a gigantic shipper of frac sand, what you put into the ground to bring out

oil and gas. another robust sign because the oil industry is now the biggest job creator in the country. this dove tails perfectly with two indexes that came out today which showed remarkable strength, mainly the dodge index and the architecture billings index, abi, both of which are recording exceptionally strong levels of activity, with the latter reaching a seven-year high. these are signs of an uplift in nonresidential construction, which can be a hiring machine once it gets going. think about all the goods and services it takes to build a skyscraper, new factory, large infrastructure project. you understand how important the numbers of this sector of their business can be. next is coal, all right? well, you know, you can't ship that by truck. this is 17% of unp's carloadings, it's been weak. at one time i would have said that decline means a decline in energy production, but i'm giving the epa's assault on

coal, given that, i can't use this as a cyclical indicator. the weakness is probably just natural gas shifting, nothing more. that's a secular turn against coal. chemicals are next to 16%. business is booming. union pacific transports oil from north dakota, colorado, eagle ford, texas, right down to the refineries in the gulf, where it's processed, made into plastic, sometimes refined, shipped overseas. we tend to think when energy is weak, the economy's weak, but this tells us something else. we're pumping oil like mad and the supply is overwhelming demand. that's a good sign, not a bad one. then automotive at 10%. this is really interesting. so many people are worried about too many autos and rising inventories. let me ask you, if that's the case, why is this doing so well? despite what you hear, cars are flying off the lots. they need to be replenished. finally, agricultural products make up 17% of union pacific

revenues. another piece of the puzzle solved. the ag numbers are huge and growing because we have bumper crops everywhere. it's not weak demand, it's abundant supply. again, bullish because there's growth without much food stuff inflation. i know at the supermarket prices are up. i had a jim cramer debate, but the price will eventually peter down to the retail level and let's be really sure, i have not raised my prices, despite the food inflation. someone actually accused me of gouging people. can you go there first? what's it mean? for me it means it isn't nearly as confusing or problematic as the commodities or interest rates or analyst ratings would indicate. the strength in union pacific shows me that we have good grew growth with good inflation, the ideal scenario for higher stock prices. so here's the bottom line, i'm taking a ride on the fast-rising union pacific -- >> all aboard!

>> and i like both the direction of the stock and what the business says for the future of the united states economy. john in north carolina, john. >> caller: hi, jim. question for you about a conversation you had with us a month or two ago on the program. you were talking about carl icon and suggested that we might research his trades, i guess, with the 13 "fs" or whatever and consider emulating his trades. i don't like to trade a whole lot, i like to invest and hold things for a pretty long time. i've been looking at i.e.p., icon enterprises. it seems pretty volatile. it's kind of expensive right now, 52-week low is 40-something, high was 149. the fundamentals and everything, what do you think about that? >> i think it's real good and carl's proud of his record and that's the way you can identify it. i think that's an excellent stock to buy and i think carl icon is a fabulous investor. change is going to come, yeah,

it's sam cooke. let's go to rick in california, please, rick. >> caller: hey, this is rick, lake isabella. >> yeah, what's shaking? >> caller: i have not moved at all until yesterday, then went up 5.5% yesterday, up close 5% today and wondered if you heard anything. >> yes, we've been talking about it, my charitable trust and we both realized that this business is on fire and ge did place the deal very well. our trust has a huge position in ge, but i have to tell you, i can't believe it, but it's proven to be a big winner. i would hold on to that stock. a lot of people are buying it, the big boys. sure, sometimes it's not that easy to get a good read on the economy. plenty of false tales, but there's one truth we can be sure of, the transports are telling a good story. "mad money" tonight, hungry for healthy return? how about a food stock that just delivered a gain on a silver platter. the heavily shorted but big

mistake hain ceo, then from a brutal rise, left me no choice to put a new name on my wall of shame, the w.o.s. plus, all week i'm going behind the boom. show you how to invest in the american revolution. one of the newest players in the oil patch. by the way, warren buffett has a position. stay 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, or give us a call, 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. from 2000 to 2011, on average 17 manufacturers a day shut down in america.

there's no reason we can't manufacture in the united states. here at timbuk2, we make more than 70,000 custom bags a year, right here in san francisco. we knew we needed to grow internationally, we also knew that it was much more complicated to deal with. i can't imagine having executed what we've executed without having citi side by side with us. their global expertise was critical to our international expansion into asia, into europe and into canada. so today, a customer can walk into our store in singapore, will design a custom bag and that customer will have that american made bag within a few days in singapore. citi has helped us expand our manufacturing facility; the company has doubled in size since 2007. if it can be done here in san francisco, it can be done anywhere in america.

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forecast and beyond. while the frenzied competition means even a well-run company like whole foods can't get much traction right now, it also means the suppliers of hain have a rapidly expanding customer base that's eager for their offerings. i consider hain to be the ultimate arms dealer to the supermarkets with brands like celestial seasonings, you know these, many, many more. the stock is up 7% since may, hain has been trading sideways ever since it reported what some viewed as somewhat disappointing results back in february. we didn't feel that way, but some did. i think today's terrific quarter could help the stock to return to fabulous performance much more than just today. don't take it from me. check in with irwin simon, chairman and ceo of celestial. irwin, welcome back. >> hey, jim, how are you? >> typically don't do this, but sometimes you have to say congratulations, because this was the blowout quarter a lot of people were really hoping for.

59% growth. 51% next year, how's it possible? >> so, jim, you know, last year this time when we ended our fiscal year we were a $1.73 billion company. our forecast going into next year, $2.7 billion company. in the conference call, what i laid out is this here, if you take just growth whole foods and sprouts opening up new stores, our operation distribution white space is worth $250 million at retail. but the big thing is, there's $8 billion in conventional food sold. give me 1% of it. that's $800 million for us. there's just a billion dollars alone for hain. i just came back from europe, spent time with health and wellness, walmart health and wellness, target, health and wellness. >> where's the organic growth, which you put to rest this quarter, but sensible portions, safeway, publix, and kroger, you're getting in places you've never been. >> that's the thing, whole foods

came out with numbers that were in low-digit comps, okay, and they thought, oh, my god, we stopped eating healthy, organic foods. it's not true. you walk into anywhere from walmart, target, publix, you're seeing more and more sections of natural organic foods and they are really focused on it because they are coming back and saying we need growth as a retailer, and with that we want that income in our stores. >> which leads me to a particular question, you watch the show, so you know this. if i'm general mills, if i'm con ag ra, kellogg, i need growth. the conventionals growing 1.2%, you're growing 10.7%. one of those companies has to bite. how are you going to stay independent? if i were running one of those companies, and i know the people who run them, i have no choice but to buy. >> jim, here's the thing about hain. it's amazing what we get done. if you come back and look at the accomplishments this year and acquisitions, how many new products that we've introduced,

you know, what our distribution is, and i think you come back at this here, food companies have not changed. i come back and look four years ago, saw cans of soup are going away, consumer doesn't want cans of food. if you look at our earth best baby food and the jars versus pouchs today, oils, fructose syrup. >> basically, you can get your company faster wherever they can take you. >> listen, i come back and say i've been doing this for 20 years and laid out a plan. i absolutely -- i'm just beginning. i came back and laid out a plan, how do we get hain to a $5 billion company? you know, you come back and look at it just on organic growth and doing $100 million acquisition a year over the next three years will get us there. >> okay. >> and, you know, the runway's there. >> now, you know, i had this thought always. one of the reasons why we had

pantries and cans was we thought it could never go bad. i read this peanut almond butter recalled due to salmonella risk. is there a downside to natural and organic that you can't keep it forever? this has the salmonella thing, or is that a one-off thing and we shouldn't think natural and organic could mean spoilage some day? >> no, that's a one-off thing. in the food business, products coming out of the ground, there's always some risk to it. you know, four or five people got sick, you fix it, you move on, and that's it. you think about the amount of product that we sell each year, how much different skews. >> is natural organic, food chain corrupted the other guys, but is there an argument? >> listen, let's step back for a second. if you come back and look at food today and look at allergens, come back and look at, you know, where issues are, obesity, pesticides, genetically modified. >> you're right. >> take, again, soda, the sugar levels in there, processed foods, additives, stabilizers,

our food system is in trouble and with that the world is going to change. here's beet apple carrot juice. it's absolutely got beet, apple, and carrot. >> red dye, actually that color? >> absolutely beets. i come back and say this here. you asked me a question before, the internet. the internet is changing the way consumers buy food. >> this is what we know, because our kids, whom we know are kids, shop at the whole foods nearby, at the college they go to, because they don't want even the food at the cafeteria anymore. >> there's 30 million college kids out there today. they are consumers today and they are future consumers, okay? earth's best alone has 12 million mothers a month that are surfing our website, okay, and with that, they are ordering over the internet. that's where they are ordering their food products today. so from that, that is the hain consumer. >> one of them is this coconut. you talk about almond coconut

quinoa. all my quinoa plants died this year, i can't be the only one, and dairy, still commodity problems. can those come down? dairy is the remainder, the one i really -- >> from a dairy standpoint, that's where the consumer is moving to, non-dairy product. >> we know. we see it going. >> plant based has grown and just a consumer concern what's coming from the cow. but, again, what's happening here is i can't tell you, walk through stores and look at consumers reading labels, okay? >> they'll pay up if they have to. >> i come back and say this here and last time i called today, how do i bring in the more than 1%, 2%, 3% eating healthy food today? and hain, as we scale up, we're able to go out there and buy better. >> that's a good point. >> now we have a global purchasing team and from that, you know, what's integrating from our purchases and you've heard me say on the call today, we took over $50 million of cost out of our business. >> amazing. >> which we plan to do again

next year. >> look, irwin, you delivered, we talked about how you were going to deliver. the people who have been betting against the stock, very tough day for the people who bet against the stock, as i think it may be a tough month, tough year. >> as i say, eating healthy, not a fad, not a trend. it's not going anywhere. it's going to continue to be bigger and bigger and bigger. >> you got it. irwin simon, hain celestial chairman and ceo. check out that stock today. after the break, i'll try to make you even more money. >> announcer: coming up, it's back, its presence shakes boardrooms to a the core, the wall of shame welcomes a new member to its unhallowed halls next.

the wall of shame. hey, what kind of genius takes a topnotch business and a red hot industry and manages it turn it into a total loser? maybe we should ask mark fasora, the chairman and ceo of hertz, which was down today in the wake of a truly disastrous quarterly report and was off as much as 10%. because he's the kind of flamboyantly leadership challenged boss who deserves a

special place atop the "mad money" wall of shame. one of the things that people never seem to really believe me about is the importance of management. i'm always stressing for a company to thrive, it needs someone talented at the helm, someone who knows what they are doing and knows how to execute. the widespread assumption is basically how important can one person actually be, especially at an organization with tens of thousands of employees. if business is good, then you can have a literal stuffed shirt, an empty k-mart suit running the joint and everything will work out, right? wrong! hertz is the ultimate proof that even in a booming industry, bad management can find a way to ruin things. by any objective standard, hertz should be on fire right now. the rental car industry is consolidated into a slap-happy three-way a developly and when you remove that much competition, companies have enormous pricing power, which is

why ai vis is up 70% year to date, that's right, 70%, and the market saw through the lame-o hertz blame the industry excuses. in fact, hertz is so much going for it that last month at cnbc and institutional investors conference, larry roberts, one of the best stock pickers in the business right now, highlighted the company as one of his favorite ideas. robins told me that hertz was finally getting its act together, turning things around, and successfully integrating its 5:00 we sags of dollar/thrifty. more important, thought it was a terrific breakup story, because management said they are planning to spin the division off as a separate company in a deal that should unlock a tremendous amount of value. >> buy, buy, buy! >> but when i circle back to hertz and highlighted as a long-term investment in july on "mad money," i told you there

was one hitch, one wrinkle, one tiny crevice within the story, the ceo mark fissora had a terrible track record, cliending some accounting issues including restating the company's financials that i said wouldn't be resolved until october at the earliest. that's why i made a prediction. i said that if hertz blew it the next time it reported, then fissora's days would indeed be numbered and as soon as he gets the boot, the stock would go higher. sure enough, in the midst of the great environment of the rental car business, he managed to blow it again. not only did they pull their full-year guidance for 2014, rather amazing, but told us the results would be well below what they previously forecast. at the same time, the company indicated that the spinoff of their equipment rental -- waiting for and waiting for, could be delayed. meanwhile, fissora managed to snatch defeat, cars, apparently the problem was too much demand, combined with a slew of recalls

from gm. i don't know, avis didn't have that problem. and really, when is too much demand even a problem? how about lousy execution? same goes for the equipment rental business, where fissora blamed industry headwinds for the division's weak performance, even though the other players in the industry, like united rentals, one of our absolute faifs are doing fabulously. fissora has a history of making excuses. last year he blamed the sequester for hertz's weak results, now it's the recalls. he withdraws it entirely. i think the guy's lost all credibility with wall street. he's the equivalent of the walking dead without the beast ratings. i think it's time that hertz is over. he just doesn't know it yet and it might take the board of directors time before they get around to firing him, but i think they will fire him nonetheless. the board's lead director announced his oddly timed retirement and this guy has been fissora's biggest backer on the board. plus, one of hertz's big

investors petitioned the board to fire fissora today and carl icahn owns a big stake in hertz. i think he'd agree with me the company needs new management. he might even agree with me with this wall of shame induction. who could take fissora's place? easy when you check around the industry, here's the name you get, scott thompson. that's right, hertz should bring back scott thompson. thompson has enormous credibility with wall street and if hertz was announced thompson was on the way in, i think the stock would immediately surge higher. mark fissora, okay, i got to welcome you to the "mad money" wall of shame, where when you depart, you create instant value. we hope it will be a brief sojourn, sir, because i think hertz goes up 10% the moment you bid the company adieu, as long as you're there, avis doesn't

have to work harder to be number one. you do it for them. curtis in north carolina, curtis. >> caller: professor cramer, north carolina boo-yah to you. >> well, done your way, partner, what's going on? >> caller: man, thanks a lot for taking my call. love the show. >> thank you. >> caller: listen, i'm calling you about greene brie with regard to the rail transport business. my question to you is, is there any advantage in being in greene brieer or trinity industries, or vice versa? >> i'm going to say -- geez, six and a half dozen? i'll tell you this, excuse me, i think trinity's a really good company and greene breyer is. i do prefer trinity at these prices. duval in new york, duval. >> caller: hey, jim, big boo-yah to you. >> shame can do it to you, go ahead. >> caller: thanks for taking my call. the question i had was on stock

ticker ttm, tada motors, it's an indian based company with a $30 billion market cap. it's been doing really well the last couple of weeks. >> yes, it has. >> caller: i wanted to know what's your take on it and where it's headed. >> i like it, i used to call it tata for now because it was such a bad stock, but i like it. you know what, my chapel trust owns general motors, it's turning around, tata's already moved. i'd rather be in gm, which hasn't moved yet. how about we go to nicolas in texas. nicolas? >> caller: hi, cramer, boo-yah from dallas, texas. >> america's team. >> caller: i wanted to ask you about tesla stock. would you see it as a good long-term investment over the next couple years because of their increased production, planning to triple it and create more efficient battery production? >> i would not get in the way of tesla. i think it's a cult stock that can go higher because the wall street is decided that it has a major opportunity of big runway.

so, therefore, i think it goes higher, not lower. if you want to play it, i think you should play it in calls. the best way to play tesla is, indeed, tesla. okay, the wall of shame is making a comeback thanks to hertz mark frissora, managed to turn a company that should be a boomer into a loser. hurts, doesn't it? okay, still more "mad money" ahead. my behind the boom series continues with a new name. could they be your pipeline to profits? then the markets back, but if you're still dreading a painful pullback, stay tuned. i'll show you how to protect yourself. plus, all your calls are just ahead on the lightning round. your 16-year-old daughter

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i'm talking about distribution now, d-now, the distribution business spun out at the end of may. this company provides the oil and gas industry with consumable maintenance, repair, supplies, pipe valves, fittings, artificial solutions, safety supplies, a one-stop shop for all your oil needs. since their core business is building rigs and i believe d-now has the skill to stand on its own as an independent company. speaking of deals, distribution now can make a bunch of acquisitions, build its own growth. just last night we learned warren buffett berkshire hathaway acquired. let's find out more about the company and prospects. mr. workman, welcome to "mad money." >> thanks, jim, thanks for having me. >> let me ask you, sir, this company is in an industry that's very fragmented. are you able from the get go to start using your stock and your

balance sheet to consolidate this industry? >> yeah, we have a pretty pristine balance sheet. we have several hundred millions of cash in an undrawn line of credit of $750 million, so we've got quite a bit of powder to use if we can find the right opportunities that fit our profile and our strategy, then, yes, we're able to use our leverage to grow this business pretty rapidly. >> and, mr. workman, is this one of those instances you knew -- i know pete miller is with you, executive chairman, that this company is not being focused on enough because of the other, the oil rig build business, which is such a huge business? >> yeah, it's pretty active, you know, most people are really focused on the machinery side of the oil and gas industry, so we're in a great position to bring some of that focus back on our company through our actions going forward. >> now the quarter was noisy, and is there a way to try to look through it to try to get a sense of what it would have earned if it had not been the different puts and takes? >> well, it's hard to figure out

exactly how the business would have performed had we not gone public in a spinoff and it rolled out a global erp system and moved our central yard that supports our branches all in the same quarter, but we have a long track record, we've been around for 150 years, and our revenues have been public ever since the late '90s and we've generally consistently outperformed the market to some degree going forward, so i can't imagine there's anything in our business today that would have prooempbted us from having that same track record this year. >> fair enough. some of it offshore. a lot of people are saying offshore's kind of had it right now. i think offshore is way, way oversold and will be with us for a long time. is that your view of the situation? >> yeah, i believe there's more rigs in the state of oklahoma than offshore in the water, so, obviously, i don't believe that particular market is going to be hampered nearly as bad as what's being stated out there today, but it's a good part of my

business, but not a significant part. even if we see a slow down in that market, we'll still perform strong. >> your 24 years you were a warehouseman. do you know in that warehouse, are there anything that can suppress flares? a lot of people are woring there's too much flaring going on in natural gas. tlmptle is flaring going on. that's not because the oil and gas companies prefer to flare, just we need the infrastructure to get that gas to market. so it's definitely overblown that the flaring is causing any kind of issue, because the alternative sources of energy to produce energy are much more environmentally unfriendly than natural gas is. >> fair enough. when you see the big build outs of pipe that are going on, is there all potential business for dnow? >> of course, yeah, we participate in all the markets. we participate with drilling contractors, oil and gas companies, midstream providers, chemical plants, so all of that

build out, no matter where it lands, is a great opportunity for us to grow market share and revenue. >> rich is talking about $800 million that will be spent in this build-up pipe. is that pie in the sky or realistic, given how much natural gas and oil there really is in this country? >> well, i think if it simply boils down to economics and not other things such as politics, that definitely will happen. look how many rail cars are currently built, under construction, built every day to get this product to market and that's definitely not the most economically friendly or environmentally friendly way to get that accomplished. >> last question, we are huge fans of pete miller, as you know. is pete involved every day, because he is executive, not nonexecutive chairman. >> well, i'll tell you a funny story, he came to my office when he told me we were going to spin and he said i'll stay out of your way, i have things i want to do in my life other than this. two days later he moved to my building, so he's definitely engaged. we welcome his engagement.

everybody knows he has a strong mma track record, he has a heavy hand going forward and how we apply our capital. >> i got to tell you, great to hear that and great to talk to you, robert workman. >> thank you, jim. >> we have oil going down, so it's got to settle in. that last quarter was what i call a noisy quarter. when things straighten out, you're going to see great earnings power and a lot of acquisitions and pete miller, who is mr. money in the oil service business, is working at that company. mr.workman. "mad money" is after the break. over 20 million kids everyday in our country

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phone services and at office supply stores. with ink plus i can choose how to redeem my points. travel, gift cards, even cash back. and my rewards points won't expire. so you can make owning a business even more rewarding. ink from chase. so you can. >> announcer: lightning round is sponsored by td ameritrade. it is time! rapid fire! and then the lightning round is over. are you ready? this time i'm going to start with tom in pennsylvania. tom! >> caller: boo-yah, jim. thanks for taking care of the little guy. best buy, please. >> after what i see, where macy's disappoints, where i see things like target finish up on

a bad number, lowe's disappoint and goes higher, i want to buy, buy, buy best buy. cathy in oregon, cathy? >> caller: hey, jim, boo-yah. it's really great to talk to you. thanks so much for taking my call. i usually watch about 3:00 a.m. here in portland. i've been holding on to a stock for a number of years now but the past few months it's been dropping in value. i was wondering if you have any idea what's going on or if it's going to be turning around any time soon. >> i don't know, i was with my friend and he's got a couple that look good, but that said, polaris, pii, is indeed a better stock. no need to sell harley, but moe lair is is going to give you a better return. maddie in california. maddie! very controversial, didn't like it when it was higher, people hate me on twitter for that. you think i care? i am a palo alto networks guy. if you want internet security, it's the palo alto.

let's go to wes in north carolina. wes! >> caller: hi, jim, thanks for taking my call. i have a question about rti, buy, sell, or hold? >> titanium in this world and i have to tell you people were scrambling for awhile, but i don't like the titanium stocks. if they have to be there, i'll be in allegheny. buyer of titanium. buy, buy, buy. teresa in minnesota. teresa! >> caller: hi, jim, thanks for your help over the years. i'm 62 and six years ago i purchased bhp for $19. i love the dividends and 100% house money. i'm concerned about the spinoff. what should i do? >> spinoff is fine. we were hoping for a buyback. we didn't get the buyback, but there is a great deal of value in bhp. i would hold on to it. we like valet, a lot of ways to win, including a brazilian election. paul and ryan in delaware. paul and ryan! >> caller: boo-yah, jim, from

harrington, delaware. >> i love that, what's up? >> caller: we were thinking of this one stock and here is my dad. >> caller: boo-yah, jim, this is paul, ryan's dad. >> paul and ryan, you guys were on squauk box this morning. what's up? >> caller: jim, i have a real gamer here i'm living with, 12 years old. our stock is at division, ati. >> i do prefer activision, congratulations, father and son best together. that is perfect. i like that, paul and ryan. glen in virginia. glen. >> caller: good evening, mr. cramer. i'm doing well. mr. cramer, my call is about smith and wessen. looked cheap early in august and i'd like to know the merits. >> it is cheap, but i send people to cabela's. i like to shop at cabela's, more than just guns and sporting goods and guns are sporting goods. that, ladies and gentlemen, is the conclusion of the lightning

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you know i'm always telling you to diversify, but there's one area of my life i don't believe in diversification, my wardrobe, as i taught justin timberlake, it's all about the suit and tie, every day. you may see last week i did the als ice bucket challenge, i challenge all of you to take

this challenge, as well, and to donate to the cause at alsa.com. so keep those donations and videos coming and maybe dress up a little for them, please. none of those tank tops. not stuff i would throw you in the pool in and you wouldn't care. let's get this diversify kicked off this week with a question we received on our facebook, page, who says, boeing, costco, celgene, core labs, bank of america. thanks for checking if i am diversified. i like this portfolio a lot. boeing, diversified airline, so many guys gave up on between 118 and 120. bank of america, very big, $17 billion settlement today, i think the stock bought some for the charitable trust. costco, my bad, didn't think retail was going to surge. cel gene stock goes higher.

core labs missed a couple of quarters. bio tech, retail, banking and diversified aerospace, bingo! donna in florida. donna! >> caller: boo-yah, mr. cramer. >> haven't had a stuttering boo-yah in ages, good to have you on the show, what's going on? >> caller: down here in sunny south florida, big fan, love your book. >> thank you so much. >> caller: love what you guys do. awesome job. >> i have a great team. makes me look good every day, especially hair and makeup. >> caller: incredible. okay, here's my five stocks. ready? >> okay. >> caller: boeing. general motors. >> okay. >> caller: oracle. walgreens and verizon. >> wow. these are just great blue chip portfolios. walgreen, thought greg got completely slagged incorrectly today, boeing we just discussed that, everybody bailed, now coming back.

please come on the show. oracle about to report next month. i think the quarter's going to be good. it's tech. gm, another big name, one of our biggest positions, auto, and verizon, got auto, got tech, got drugstore, got aerospace. again -- >> that was easy. >> well played with a little bit of yield thrown in there, too. i like yield, you know that, va vie rye zon and gm. michael in arizona. michael? >> caller: yes, jim, boo-yah. >> boo-yah, michael. >> caller: this is michael, your old junior appraisal buddy in phoenix, arizona. i got a few stocks i need your opinion on. >> no problem. >> caller: i got starbucks, i got nike, i got walgreens, i got facebook, and i got macy's. >> whoa. more blue chip rooney mcfatties. wall street, seeing a commonality, at the 62 level, got to own that stock, down big. facebook, i cannot believe this stock is still stuck in the 70s after what home depot said, 36%

of the budget gone online. macy's, yeah, cannot believe it's back to 60. how buoyant is this market? nike, you know what, after dick's good quarter, i thought that would go up. and starbuck's, got to be careful, retail, retail, apparel, tech, drug. drugstore. we're going to have to get rid of macy's, sorry, don't take it personally. let's buy some cigna, ci, very undervalued. stick with cramer.

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when you see a stock up nine and change like you did for hain celestial, you may say, you know what, i missed it, but home depot and tjx were very big yesterday and followed up again with a big move. i don't think hain celestial is done. as a matter of fact, when i think it ticks above the 98, 99, it will cause a breakout and more scrambling, more buying. bank of america, i do like the $17 billion settlement, was able to buy some for the charitable trust, why, because i think the company could have $2 in earnings power in the out years and the stock of '15 is too

cheap. houle it packard, tomorrow morning meg whitman will be on squawk on the street, we'll interview her. always a bull market somewhere, always a bull market somewhere, promise to find it just for y >> he basks in the glow of gorgeous women 14 hours a day. >> beautiful. nice. >> she gets to kick butt and rub shoulders with stars. >> and action! [ both grunting ] >> these guys go for joyrides in cars worth more than most people's houses. and they all make a good living in the process. >> [ grunts ] i can't believe people pay me to do this. >> we get to buy what we like. we get to live our dream. >> they don't punch a clock. they don't work on an assembly line. they don't have bosses. these folks don't just have jobs. they've got the best jobs ever. when's the last time you heard