>> final trade. >> isis. >> i'm melissa lee. see you back here tomorrow for more "fast." my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a consumer. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. i'm just trying to make a little money. my job is not to entertain you but to educate you. i'm declaring this show a fed-free zone tonight. that's right. in in honor of the s&p crossing

2,000, an obvious milestone even if we dip back toward that level at the close, i'm going to focus not only one everyone is worried about, but on what got us to tease lofty heights. namely, profits. corporate profits growing at accelerating speeds, or else. on a day when the dow gained 76 points, s&p claimed .48%, still a record high, and the nasdaq jumped .41%, i think we need a respite from the non-stop chatter about how the fed is behind the curve or how the fed is the chief reason why stocks aren't going up. this is what the market would sound like if it weren't for the fed. the truth is, the endless search for earnings and revenue growth is what's driving prices higher. that's now a never-ending pursuit that keeps powering the entire stock market to levels

not even dreamed about a few short years ago. seems to me that ever since the big bottom in the s&p in 2010, at 1,150, in retro speck, the u.s. debt downgrade, we've been besieged by lecturers who don't believe in the market strength and question this run-up to 2000 on the s&p which is the major benchmark that money is pegged to, not the much more narrow dow jones industrial average. to the seemingly objective critics, the whole move is artifice and based on cheap money as if somehow your capital gauge should be asterisks as undeserving. meanwhile, many of the market pundits only want to talk about political issues because it is easy to have an opinion about politic and unlike stock picking, you can never really be wrong. these issues sound like they're relevant to the mark tee spite the fact they are not particularly relevant to you home gamer trying to scratch out a buck or two in addition to

your shrinking paycheck which is what we try to do every day in cramerica. with this morn milestone being breached momentarily, it is important because it is a sign of how far we've come from the bad old days. i think it is vital to separate the facts of what really brought us up here from the fiction of what many believe got us to these levels that can therefore be pulled out like a bad rug. it is imperative because we may not be done going higher and you need to understand this this move isn't all phony. it won't be taken away in one fell swoop because the same thing that's vexing the fed and every other central bank around the world, thank you, europe, for last night's powerhouse move, is vexing the companies, too, and that's slow growth. the fed's combating slow growth somewhat successfully with cheap money and lower interest rates. companies are doing it with self-help and they're doing it with ingenuity. the fed's doing it out of desire maybe not to be heartless. it's got one part of its mandate

that says don't be heartless. wants more people to work in order to create more wealth. it is doing so aggressively because there isn't all that much inflation out there. i pumped a lot of gas dropping a kid off to college this weekend. the trip was a lot cheaper than it was when we visited the first time a year ago. don't laugh. oil and gas declines are huge and they are unheralded windfalls that have taken the air out of inflation sails and just made it noisy. companies unlike the fed don't feel the need to put people to work. they feel the need to do more with less, axing high-price labor for lower wage workers and bringing in technology where they can to save money. many companies however played out that game as much as they possibly can. now because we still don't have consistent growth companies feel compelled to do more than what they've done in the past. very few companies can offer the pure growth after facebook on amazon or gilead -- have you ever seen a move like gilead? it's taken my breath away.

that doesn't mean companies can't find ways to grow. that's why we've entered this merger and acquisition phase of the bull market. this most recent s&p growth spurt i think is occurring on the backs of the takeover game. had this morning we heard about the gigantic acquisition by roche. that's how they keep up with the joneses. the true market leaders at this moment. but exhibit a of how m and a activity drove the s&p higher today is the remarkable tie-up between tim hortons, the terrific canadian coffee and doughnut shop and burger king. the growth challenge junk food house. this is not just a pure tax savings play. burger king which would move its headquarters to canada from florida won't actually be cutting its tax bill. at least this year. canada has lower rates than we do but it is not the same huge tax haven like ireland. burger king pays almost exactly the same tax rate in canada as it does in the u.s. don't get sidetracked.

this deal is largely motivated by the need for higher growth, pure and simple. meaning the need for growth in the profit margin challenge fast casual sector. higher growth which has become almost impossible to get unless you are pure, natural and yore gain bei -- organic. which is hardly a description of either company. bkw struggles to grow at just 1%. tim hortons is putting up surprisingly strong 5% comparable sale numbers. but that's not the kind of growth long term the market hungers for. it's doughnuts. they aren't exactly made. quinoa and flaxseed. put these two together and you have a chain with some international sales growth potential. that's why i think both stocks rallied today. not only that, time and again we seen these stocks just keep rallying. though i will say that the jump in tim horton stock after its latest good quarter now seems

suspicious to me considering that we learned also in these stories that burger king contacted them not long ago. u.s. attorney southern district of new york? i give this one to you. very global burger king can help grow the very parochial tim hort horton's international. who doesn't want to be the next starbucks? you can put a horton's right next to or inside of a burger king. best of all, it takes out a player in the already-crowded fast food group where there are just way too many players. think about it. many of the mergers and acquisitions we've seen in the last two years, whether they be in media, retail, rental cars, airlines or industrials are driven by the feed too have fewer competitors in a particular sector. we have way too many of everything and that makes too much price competition. which is very bad for margins. which often leads to intolerable

downside surprise. which brings me to the second part of the self-help message. companies unlike the fed report to shareholders. one of the more remarkable developments of the last 1,000 s&p points that i am indeed celebrating is that some shareholders have become very noisy and in a shocking development -- boards are listening. burger king, for example, is basically run of, by and for some hedge fund managers that demand regular performance. it can't stand still because its directors won't let it stand still. doesn't matter how big or insulated you think you are from these activist shareholders, almost no one is immune as we know from the positive responses to both microsoft and apple to the products of value act and carl icahn respectively. as i pored through the cops that have been most aggressive in self-help or disappeared entirely to takeovers driving the s&p higher with their terminal takeout promises, i am astonished how often the whole process starts. it all starts with a couple of

quarters of underperformance. or the need to feed the growth beast before the activists swoop in and create huge havoc. that does ultimately get the stock higher. i don't mean to cite the gang of companies that have shed the visions. it certainly is true that low rates have kept lots of stocks with big dividends from going down. many food and drug stocks would be lower if they didn't offer stable yield. that's where the real prop-ups occur. as we trump s&p 2,000 at least momentarily, we have much more than janet yellen and ben bernanke to thank for this fabulous bounty. we have ceos trying to keep their jobs by taking their stocks up themselves. that's who we should be thank aring for much of this last move. if the fed were to stop its lar gue gl esse, with their use of cash and high stocks that make deals

that rashalize sectors and cause ever higher profits than anyone would have expected, 1,000 s&p points ago. lee, california. lee. >> boo-yah from california. >> nice to have you on the show, lee. what's cooking? >> first time caller. long-time listener. really love your show. >> thank you. very kind. thank you. >> my question is about ebay and potential spinoff of paypal. do you think there's an end stockholder value there? >> i think a split-off would make this so this company would be in the mid 60s. right now it is stuck in the 50s. actual core business isn't doing as well as i like. you separate the two, i think they both do better. think it is a win for everybody. jeff in massachusetts. >> boo-yah, jim. how are you? >> i'm doing real well. >> cliffs national resources. >> i think the buyback is always good news. in the end are you dealing with iron ore and that is a very bad

commodity. you're being -- a charitable trust has a position of valet which is a very well run company and this can't get out of its own way either. i don't want to be in companies that are buying back stock where the fundamentals i think are not as good because of commodity price risk. aden in wyoming. aden. >> mr. cramer, boo-yah, sir. pleasure to be on your show, as usual. i have a small question. what do you make of the market coming back 500 points this last couple of days and starbucks didn't quite respond. >> stephanie lee and i puzzled over the same issue. what we think is going to happen is people will circle back to starbucks like they have done with many of the stocks saying why did we sell that stock? oh, ukraine, russia, higher coffee prices. that's a very small part of the actual bottom line for us. starbucks, i want you to -- buy, buy, buy. take advantage of it. we hit a milestone today.

that tells me we have much much more than the fed to thank. hey, why not? isn't it time to recognize the ceos of companies that keep giving you these gains? it may not be over either. on "mad money" tonight, fast foods have been slow to cook up the gains lately but should you give up on the group? or is it time to stack on some delicious names at a discount? i'm popping if to popeye's louisiana kitchen. see if the stock can get sizlean again. all this week i go behind the yellow caution tape on wall street an scouring over the evidence. don't miss the results of cramer's stock investigation. hey, plus, it is more than the luck of the irish for a dublin-faced pharma play. it is up 40%, even more this year. i've got the story. stick with cramer. don't miss a second of "mad money." have a question? tweet cramer.

#madtweets. send jim an e-mail @madmoney@c nns nbc.com or give us a call at 100 00-743-cnbc. miss something? head to madmoney dot cnbc.com. you, my friend are a master of diversification.

who would have thought three cheese lasagna would go with chocolate cake and ceviche? the same guy who thought that small caps and bond funds would go with a merging markets. it's a masterpiece. thanks. clearly you are type e. you made it phil. welcome home. now what's our strategy with the fondue? diversifying your portfolio? e*trade gives you the tools and resources to get it right. re you type e*?

what do you do with a high-quality company in a sector that's having real difficulties? that's the question with popeye's louisiana kitchen, plki. restaurant chain formerly known at afc enterprises sports a name change. this incredibly well run restaurant change, 28 foreign countries, 98% of restaurants are franchise. that's the model we like. popeye's gets a pass. company has a terrific ceo. one of my bankable 21 chief executives. she's executed terrific turnaround here remodeling the stores in a more attractive format in order to boost traffic. we saw the new format when we spoke to her in person when we spoke to her in brooklyn. lately things have gotten difficult for the whole restaurant space. too many players, too much competition, not enough

consolidation. popeye's i think has been punished over the last couple months, stocks down $5 from late june highs. popeye's reported last wednesday after the close. even though they posted solid results, in-line earnings, better than anticipated sales, management reeniterating full year guidance. stock got hit. some was because there are fewer than expected franchise openings. but a lot of the pullback i think has to do with general skepticism surrounding the entire restaurant. should we buy popeye's on this dip? let's take a closer look at ceo of popeye's louisiana kitchen to hear more about the quarter. cheryl, welcome back to the show. >> thank you, jim. >> he we had a dramatic game changer this morning. tim hortons and burger king getting together. some people said that's out of taxes. my sources say that's not. it is about trying to get more growth. when popeye's hears that, do you

say, you know what? my stock needs to go higher. i've got to consider something that would be transformative and really get the stock moving like horton's and burger king. >> you know, jim, we feel like we are doing exactly with a we need to do to get our stock moving, that's building out the footprint of popeye's in the u.s. and around the world. i've said many times this chain has an opportunity to double if size in the u.s., and then fully exploit the new footprint around the globe. plenty of growth runway in this company and therefore if this stock. >> well, if that's the case, you deliver what we typically want from a company, better than expected same-story, better than expected earnings. yet the stock went down. is that just saying there is a malaise in the industry? honestly, when i saw the number, i thought stock would be higher. >> i thought you'd say buying opportunity, jim. that's what it is. our plan hasn't changed. our performance hasn't changed. we're a very consistent, reliable growth company and i think over time we're giving credit for that. stock was $13 in 2007.

it is $40 today. we are making great strides and i think the market will rec fiz those over time. >> i want to understand the decision paying $43 million for your recipes. it was a company founded by your founder. why did you have to pay that much and what do you get for all that money? >> that's a really good question. a lot of people didn't know that we didn't own those recipes but the founder retained them when he sold off the company in the mid '90s. we wanted that incredible asset of our recipe back with the brand where it belongs. we were paying a $3 million royalty for it every year, so we bought out the formula rights forever in perpetuity. that has tremendous value to the brand for the long term, control over our recipes. they're aligned with our brand forever and there's no risk if the future of any issues there. so we believed it was a really good investment. plus, we're re-investing that $3 million in royalties that was a

non-working dollar for us into hard working plans to grow popeye's. >> why don't -- would have have been money that you might have been using to be able to also buy back more stock? while the stock is ill liquid, it clearly matters when you take stock out because it does move -- you're in one of those situations, when you buy stock, it does move the stock higher. >> well, that's right. this year we've forecast that we'll buy $20 million to $30 million worth of our stock back. we've been very consistent with that over time. our first use of cash is to invest in organic growth of the business. we are also building 10 to 15 new company restaurants this year which produces for the company and the shareholder. so yes, stock buybacks are something we are committed to and have done consistently over time. >> i know you've got another new offering. a $5 bona fide in big box. you got to keep coming up with new things. you've been remarkable in coming one new things, but will it eventually be a treadmill where

you have to say, man, last year we had this great thing, how we going to outdo it. is it going to get too hard at a certain point? >> oh, no. food is what we specialize in, jim. you know how good our food is and our culinary team is one in the best in the industry at coming up with new ideas. we actually generate 80 new ideas every single quarter just to get one all the way tested and ready for you in the marketplace. we're prolific and we plan to stay that way. we just had tenderloins in the restaurant with creamy garlic sauce. no one has anything like it. now the $5 box which is a wonderful, good value meal for our core customer. >> look, i am saying it is a buying opportunity. when a company does better than it is supposed to and the stock goes down, that's when you should buy it. that's exactly what i think people should do here. ceo of popeye's louisiana kitchen, thanks so much for being on the show. you don't get a discount that often in a quality restauranteur. when it does happen, it is your

chance to buy. we said that with buffalo wild wings. i'm saying the same things with popeye's louisiana kitchen. coming up -- csi "mad money." the victims, some of america's most recognizable restaurant chains. their crime -- some of the market's worst performances this summer. but will a disappointing dinner make way for a comeback as sweet as dessert? cramer's stock investigation unit is on the scene.

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even in a roaring market when the s&p 500 broke out above 2,000 to hit yet another new all-time high today, of course it ultimately backed down. there are some groups that are still having a real hard time here. take the restaurants, an industry where even many of the high-quality names aren't doing much. like popeye's whose ceo you just heard from and lower quality places simply are getting slaughtered unless do you a deal like this potential burger king/tim horton, tax inversion tie-up. let's just say it is tough to be in the restaurant biz right now. what's even more difficult is being a shareholder in a growth restaurant company that's been abandoned and left for dead by the same investors who have been pushing these stocks relentlessly higher.

right up until the numbers disappointed. and they all jumped ship. the truth is, lately we've seen a host of homicides in the restaurant space with once-hot names like red robin, numerals and company, pot belly, chewy's, simply being murdered by disenchanted investors hitting the exits. that's why tonight we're breaking out the forensic kit an doing "mad money" krfcsi, crame stock investigation. for the five people who have never watched csi or one of its many spin-offs. if you have ever seen a police procedure, first we look for common alts amo commonalities among the victims. when you consider the group, they all have one thing in common -- once viewed with fast growing restaurant chains with some being hailed chipotle look

alikes. which of course is the highest complement you can pay a restaurant stock. there are other numbers especially same-store sales just haven't been able to match wall street expectations. when a high-flying multiple stock reports numbers in any way disappointing it gets eviscerated. that's how you have names like noodles and red robin losing 16% and 18% of their value respectively in a single session. couple of weeks ago. here's the rub. even though each of these stocks has been slammed, i don't think any of them are actually worth buying at these levels. the reason -- because even down here they're still too expensive. that's right. their earnings fell faster than the stocks have fallen. le many of them have a long way to fall before they get actually cheap on those earnings. let me go through each one of these victims show you why it is still too soon to be anything but cautious. first we have red robin gourmet

burgers. rrgb. a chain of roughly 500 burger joints across north america. here's a stock that more than doubled last year. as investors salivated over expansion prospects. year to date red robin has been annihilated, the stock down nearly 30% for 2014. the stock was a monster earnings myth. it was snail's pace same-store sales up just 1.6%. red robin does have some things going for it, but i wouldn't touch this stock with a ten-foot pole until management proves once again they can execute or as we used to sing in third grade, "when the red red robin comes >> bob: bbob, bob, bobbing along" -- sell it! perhaps the most hyped restaurant stock in recent history, when noodles came public in june last year the stock initially doubled jumping

from $18 to $36 and change. growth investors loved it. they bought the darn thing hand over fist. speculated at the opening that this noodle based chain could be -- here we go again -- the next chipotle. i thought they did, too, until they blamed the weather for its weakness. noodles spiked at high as $49 last year but for the last ten months, eh. fast forward today, the stock has fallen down to $21 and change. this is less than four points before where it came public. the culprit -- they reported nasty results and even an actual decline in same-store sales with management cutting their four-year sales forecast. you can't build all the new locations you want. if the existing ones aren't doing well, and there are whole pockets of the country where noodles stores aren't doing well, then your stock's going to

get hammered no matter how many stores you put up. the stock is absurdly expensive even down here. third victim -- pot belly. a lot like foodle noodles. potbelly peaked the first down and has been cut to pieces. dropping down to $12 and change today. investors hungered that they could triple their store count but ever since the ipo the stock has been giving them indigestioindigestio indigestion. here's a characteristic of good restaurants. their wares don't give you a potbelly. this one is putting a sign out that you'll get one if you enter. how about bloomin' brands? they came public two years ago

at $11 and ultimately climbed to $26 last november. year to date the stock is down 32% with shares dropping from nearly $20 down to $15 earlier this month with a hideous quarter. at this point, wall street has pretty much given up on bloomin brands, though the stock is approaching levels where it could be considered cheap. 13 times next year's numbers. 12 times growth rate. it is a lot closer to hitting bottom than some of the others. this may be a tax loss candidate. finally, chuis. it soared now up to $42. falling $27 as of today. it was all about putting up new restaurants but now that existing stores are getting clobbered by increased competition, and simple

mismanagement, growth oriented investors have fledded bui the building. it takes two quarters to prove a turn. four victims were private equity backed ipos. generally the private ecpit guys pretty of much ensure that the first quarter out of the chute is terrific. but as you see with these stocks, after they have initial strength you have to be wary because things have a tendency to fall apart which means the latest private equity backed restaurant ipo could be in for some great news that next quarter and then maybe not so o hot news after that. bottom line -- after a crime scene investigation, it is clear that you need to be wary of the once-loved now left for dead high-growth restaurant like red robin. noodles. potbelly. plumein brands and chuis. it is too bad. we would love a resurrection story here on "mad money." but just like in the real crime dramas, the victims don't keep

back to life. they just head straight to the coroner. don in new jersey, don! >> hi, jim. >> don, how are you? >> good, how are you? >> real good. >> i have a question about mondelez. kraft and mondelez. buy, sell or hold? >> i think they're self-help comingpy. i wouldn't sell either of those stocks. both have fundamentals that are just okay. i own them. i think good things can happen. good things are happening to bad companies these days. you know my methods watson. after a crime scene investigation, it is clear that it is worth being cautious of some the once beloved restaurants that have fallen. nothing appetizing there.

much more "mad money" ahead, including theest buzz on quality. it is all about changing your address to save our taxes. tonight i got a drug stock that's already up double this year. the reason for the move is more than the luck of the irish. big deal news in biotech sent one stock soaring today. i'll give you the tools that can help you spot the next winner. stay with cramer. your 16-year-old daughter

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see car insurance in a whole new light. liberty mutual insurance. you know i'm always telling you to be on the lookout for spin-offs of bigger companies that once free are able to focus laser like on growth. little more than a year ago, a specially engineered pharmaceutical company began trading on the new york stock exchange. not a lot of fanfare. at the time very few people focused on the stock when we were drawn to it because we love fast growing drug companies that can do acquisitions to gain for earnings power. i think they could have a lot more up side because this company can keep snapping up other drug businesses to become a pharma colossus as it just did including a deal to buy

drugmaker qwest corp. that just closed. it is based in dublin. let's check in with mark trudeau, president and ceo. welcome back to "mad money." thank you so much for coming in. i got to tell you, because it is all the rage, people are talking about companies that are located overseas. your parent which we love so much, irish company gets a bid. do you have to think and run faster than others because do you have that dublin tax break but it might be something another company wants? >> we think it is an advantage to have an irish domicile. we've been irish since 2009. we spun out of an irish company as well. we're creating shareholder value and i think some actions we've taken this year have demonstrated we can deliver on that promise. >> we spend too much time about

the companies trying to get the tax reduction. how do the profits flow through when you make the acquisition in this country? >> it gives you potential advantage when you look at evaluating companies that are good strategic fit it may give you some additional financial advantage but what we are primarily focused on are things that fit well with what we're doing strategically and create shareholder value, accentuate some of the things we are doing internally and we think the acquisition set that we've done with both quest corp. and cadence really demonstrate that value. >> i thought cadence was a terrific fit because you have this incredible paying franchise. tell me how the main drug fits in. >> cadence was a great acquisition for us because it builds on our pain heritage. >> number one in the world. >> but it also expands into the hospital channel in pain which we think is a great future platform for goet of the comp--

growth for the company. in specialty areas which also have growth, room toll gi, pull monology, we expect to drive growth for the future of our company. we think weaver's expanded the depth and breadth of our portfolio as well as dwerfy. we think that will be good muz for our shareholder because we can grow off these platforms. >> why did i keep hearing it is not a great drug or that there won't be the reimbursement. yet you paid a lot. you guys are very conservative, very rigorous company. what was that controversy all about and is it going to go away now that this company's found a home? >> we thought this asset was undervalued primarily because it was mischaracterized. >> please explain it to our viewers. >> this is a product ach hf kra

used in 19 different applications. things like ms, infantile spasms which it is the gold standard. this drug is really delivering value for patients. we just felt it was mischaracterized and we felt that we were the best owners. as we went through our due diligence process we found there was a lot of value yet to be unlocked with acthar an we think -- >> you're not worried about the reimbursement risk that the papers keep highlighting. they have raised the price of the drug over time. i'm not sure if you can still do that and get reimbursed the way you'd like to. >> acthar is typically used for patients in the end stage of disease where virtually everything else has been tried. as long as the drug continues to be positioned there which we believe that it will be, we believe that reimbursement will continue to be strong. i think the data bears that out. >> my doctor happens to be a tv doctor for another channel for cbs, says listen, be careful

about the opiates, and that marijuana may play a real role. if we can create marijuana that is pure cannabis, that it might be an important painkiller addition. is there any real truth or hope to the idea that a pure form of marijuana might be something that something like you would want to have in your arsenal? >> we've been in the pain space for quite a long period of time. that's an area we believe we can continue to bring value to patients. whether that's with our opioid platform or any other types of products. >> it might actually be something? >> well, medical marijuana certainly could demonstrate some potential pain applications. we're going to look for anything that drives value for patients. we believe we know something about the pain industry. >> reason i mention, if you did it, people would trust it. i think the problem is that it is all different qualities and no doctor will prescribe it. >> there are a number of other companies exploring this. we are looking to deliver the

best value for patients, particularly those patients in pain. >> some doctors will prescribe it but it is not popular. you guys own the franchise. mallincrrodt. from safety... to fuel economy... to quality... today's chevrolet has it all. and the time to buy is now. it's the chevy labor day sale! and 0% financing for 72 months is back! plus, no monthly payments for 90 days. 0% financing for 72 months plus no monthly payments for 90 days on most 2014 vehicles. the chevy labor day sale going on now. find new roads at your local chevy dealer.

it is time! it is time for lightning round. are you ready? michael in california, michael. >> boo-yah. >> sweet. what's up. >> thanks for taking my call, man. hey, i have a question about krflt cuga. >> yeah, this is technology -- again, we keep getting the data storage technology, security, disaster discovery. i can tell you, when i see this group i say i got to be very careful. i'm not looking to recommend a new name in that segment. all i can tell you. mike in new york.

>> hi, jim. it's michael. my stock is brookline. >> it's fine. i done see a lot of banking consolidation coming. i don't know why i want to be in brookline. i like sun trust for my channel trust. that's the one you want. manny in massachusetts. manny. >> boo-yah from the bay state. >> i like the pats. i'm not going to give away my fantasy picks to this crowd. what's up? >> give me your take. give us your wisdom on semantic. >> why not buy palo alto networks. superior attitude, superior state of mine. superior product. michael in massachusetts. >> hi, jim. boo-yah. >> boo-yah. >> thanks for all your help. >> my pleasure. >> my stock is new star energy. >> i like this. i like the yield. i think it is an attractive

little company. a great acquisition and i don't think its rates are flying higher. that's a good stock to buy. david in south carolina. david. >> boo-yah, jim. talking about resource capital -- >> that dividend is too bad. i get nervous and i say away. how about gene in california. >> hi, jim. i want to add a health care biotech to my portfolio. i'm looking at exact sciences and hanger. which do you think? >> exact sciences we have liked for a very long time. we continue to like exact sciences. the four horsemen this weekend will have some incredible news. i like that one, too. like more of a blue chip spec. shawn in california. shawn. >> boo-yah, jim. >> boo-yah, shawn. >> i'm calling you from northern california and the question of the day is blackstone. >> that's a good situation. they got so much in the pipeline.

that is money. i like that stock. i need joe in new jersey. >> yeah, jim. boo-yah, buddy. >> boo-yah to you. >> i'm all right. how about you? >> good, good. hey, listen, my stock is amkr. >> i like that stock. this reminds me -- a lot of these stocks remind me of the semi-conductor segment of what i regard -- this is an international rectifier. think a lot of these will be bought out. there is a lot of m and a happening. eric in texas. >> hey, mr. cramer. me and my sis cameron want to wish a big san antonio boo-yah to you, sir. >> i'm lining it. what's going on? >> our stock is monolithic pow per. >> another one that reminds me of international electrifier, irf. hold on to that, father-son team. i like that. ladies and gentlemen, that's the conclusion of the lightning round! the lightning round is sponsored by td ameritrade.

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you want to know what's the biggest change that's come over the red-hot mrnlers and acquisition market in recent years? it's not tax invergsz which the media would tell you falsely seems to drive every deal, including the tim hortons/burger king tie-up. this morning i listened if amazement as drug giant roche described its electric $8.3 billion purchase of intermune as a bolt on acquisition. fits rights into the company's emphasis on pulmonary care drugs. since when is a e$8.3 billion deal a bolt-on acquisition. that's like saying a cartier

diamond engagement ring is a bolt-on to your jewelry collection. trust me, it isn't. drug companies are scrambling to make acquisitions just like this one even as it came as a 38% premium. the stock was already up 265% for the year! they're scrambling because their own lab simply seem incapable of the kind of greenfield breakthroughs that biotech firms are developing. this spring they came out with a pulmonary fibrosis drug that showed dramatic possibilities. this compound which addresses a market of 100,000 americans will most likely receive fda approval by the end of the year because this drug can actually stop an illness from being fatal. there is nothing else out there that's been able to arrest this horrible progressive disease. roche will presumably have the market all to itself with this purchase. they have a small pulmonary business with its own sales force and this drug will help the company instantly diversify

away from its core oncology business. this drug was too good for the company not to be snapped up for a big pharma concern. if you listened to me, you caught an 87% gain. please ring the register tomorrow morning. it has lost more than $1 billion in the last nine years. it has an amazingly overstretched valuation. how about the fact that there were apparently other equally growth challenged buyers out there who forced roche to reach so high to get it. which brings me back to the new definition of bolt-on. typically on a conference call when analysts are worried a company will do a big expensive acquisition, management soothes them, don't worry, it will just be a "bolt-on." i think there is a new definition -- nearly $10 billion is not anything to be concerned or worried about, it is simply a

welcome little addition to the portfolio. bolt-on deals galore in the biotech patch. i can tell what you i'll be doing every night for the next ten days. i'll find the next intermune. taking roche's new outsized description of bolt-on acquisitions that big pharma has to buy and i'm running with it. there is to much money on the table for me not to start the hunt for the next intermune. why not? use small biotechs as your bonus baby pharma team or be trampled by the endless list of companies that get rich. the four biotech horsemen of the big pharma apocalypse. stay with cramer! over 20 million n kids everydayn our country

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i'd like to say there's always bull market somewhere and i promise to try to find it just for you right here on "mad money." i'm jim cramer and i will see you to >> narrator: in this episode of "american greed: the fugitives," victor and natalia wolf come all the way from russia, reeking of success. >> he had very expensive watches. i think his watches were probably $60,000, $70,000. >> narrator: setting up a real-estate business in florida, they sell hundreds of acres of land, but allegedly not all of the land is theirs to sell. >> we're talking about basic stealing of land by forging documents and deeds. >> narrator: they are in business for only two years and they are accused of stealing tens of millions of dollars, and just as their victims begin to catch on, victor and natalia disappear. >> their timing was excellent. they are not stupid. greedy? yes. stupid? no.