>> who is i? >> i don't know who he's talking about. >> guy? >> shout-out to steven grasso. knew answer 16.5, 16.75 building a base. i like it right here. >> i'm melissa lee. thanks lee. see you tomorrow at 5:00. "mad money" with jim cramer starts right now. my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. 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 isn't just to entertain but to teach you. call me at 1-800-743-cnbc. or tweet me @jim cramer. on the one hand, we've got a country of 2313 million people. that's clearly on the mend and an anemic grower, but getting

stronger. on the other hand we have a continent of 742 million people that's sick and getting sicker. this combination of an improving united states and a faltering europe has become a huge reason why our stock market has become a terrific place to invest. even as we stumble today the dow falling nine points, s&p back sliding, and nasdaq declining 0.22%. it's always mystifying to people how the two regions can interrelate. and for most of my career, they really were quite separate but that's because europe wasn't taking en masse until the creation of the euro and that didn't have a real impact on our economy until we started to faller after so many of our companies decided that europe with the huge and growing population entwined in a single currency was just too juicy a place to invest. but not anymore.

it's becoming a disaster as the continents' economies dry up and germany insists on maintaining a balanced budget even as the opposite strategy is needed to spur growth. consider germany's leader angela merkel the herbert hoover of europe. committed to fiscal discipline even as they plunge back into recession. then contrast her with mario dragi who is combating wit easier money left and right and with today's surprising rate cut. it was incredible. yes, a pledge to buy all sorts of unorthodox bonds to get things moving. you may have heard bad news here. dragi's news makes it harder for the exporters and that was one common refrain.

i'm in disagreement. which is why i said that group no longer has as much upside as it did coming into the year. the recklessness of dragi that will come back to haunt us. that resonated all day. sorry. i want to take the other side of the trade here tonight. now, look, every night i always say there's a bull market somewhere. we have been in bull mode for ages and every time it seems to run out of gas, we have run ott of reasons to go higher. something comes along to spur us to more exaltive levels and the savings are headed right here. remember, many of the 742 million people in europe do save money and that's easily sent here as is the money that might have gone to european bonds all over the globe to get diversification from diversifying in the u.s. and including france's. now, none of that documented influx of money would matter. if our nation were faltering. but the fact is we're not

faltering. there's some decent job growth. get a big number tomorrow morning. we have a growing manufacturing base. a lot part of the growing energy revolution. with those inputs you get earnings growth which allows companies to buy back stock and increase the dividends. with the latter becoming a magnet for those who seek yield and are willing to take on a little risk. common stocks are riskier than fixed income. unlike bonds stocks don't give you your money back in 20, 30 years time, but we're getting awfully good returns for some really good companies with great balance sheets. but also unlike bonds you can get growth. both from capital gains, stocks go higher and more income in the form of dividend boosts. you don't get a pa boost in the yield in the bond. if our congress -- our stock

market would be way too high. and if our economy had run away inflation, then the fed would take short term interest rates upper happens dramatically. but that's actually not the case right now. you know one of the best calls i have seen all year was when fed chief yellen said back in june, in a largely ridiculed comment that the inflation we were getting in our nation was merely noisy. that's her word. noisy. meaning short term in duration. kind of don't worry about it. just think what's happened since she made that call. and then amazing and abundant harvest has brought down the building block of our food chain, the grain complex. including the all important corn prices. they hit a four year low today. chickens are fed with corn, they're coming down in price. and vlad putin in an attempt to hurt our economy banned beef imports and the gasoline is going to much lower levels. and now with the discovery by sew wet that that makes anim animal -- that does animal

health, they have discovered a vaccine to cure horrendous disease that was killing pigs. announced that the price of pork which has doubled in a year's decline should start declining rapidly. milk is too high too. if we didn't have this robust economy, would we be in the same soup here? the fact is though our economy is doing better. i think we hit some surprising inflection point in the last six weeks. august it turns out for some reason still not all that clear, at least to me, was an amazingly strong month for the u.s. economy. there's a tendency by all things u.s., we have much evidence to the contrary. first the terrific news from manny chirico that the back to school season, august, right after the holiday season the important season is very strong.

something people obviously didn't expect are the stock -- or the stock wouldn't have been up over 11 bucks or 10% today. why does pvh matter, think bigger, because it sells to all the retailers. kohl's and macy's and they're flying. which is what happen has when you control the plurality of the shirt and the tie market. costco had a high single digit same store sales this morning. we're hearing automobile numbers i find -- they're staggering. outrageously positive. on pace for 17.5 million units in 2014. we have 9 million units a few years ago. autos matter. they're a sign that more people are going to work and the industry creates thousands jobs with more outputs. housing is not strong. we wish there was more commercial construction but the american consumer spending and we are in a economy that's two-thirds based on consumer spending. what else separates us from

europe? how about innovation. think about the discoveries we're making, the technological gains that we have seen that have created billions upon billions of dollars in wealth for founders, for investors, for workers and for shareholders that wealth is disproportiona disproportionately created in california. when you combine that with the job combine nation, you get a mosaic of national growth that's better than most people realize. including the endless doubters of the stock market. i'm not saying that all of these inputs and contrasts must lead to higher stock prices. however, i'm saying that the bottom line for investors is that our stocks can't be insanely overvalued. given the circumstances and they remain by far the most rational place to invest among the many asset classes that roam and rule the globe in 2014. let's take calls with wendy from new york. wendy? >> booyah.

>> caller: my stock is hin. and i saw the ceo on your show, you recommended it. i didn't buy it. now i'm kicking myself. is it too late, did i miss the boat? >> we don't care where stocks have come from, we care about where they're going to. and there was a terrific case, basically talking about the fact that his natural organic growth story is related now to walmart and kroger. the biggest department store, the biggest -- the biggest -- well, frankly the biggest supermarket in the world. that's who you need to sell to. this is no longer a fad. i think hane has years of growth ahead. i would stick with them. jim in north carolina. >> caller: a big dog carolina booyah to you and thanks for what you do for the little guy. >> i like the carolina defense. what's going on? >> caller: the best way to play the aerial drone market.

i've got a position in aerovie monthment. i was wondering if the go pro was better? >> we understand that one of the problems with hobbies is people get too excited, a little too faddish. i like gopro, but the stock has moved up. you want defense, go lockheed martin which is the most conservative company in the group. secondarily northrop grumman. what do you do when you mix the improving united states with faltering europe? it is by far the most rational place to be. on "mad money" i'm drafting not one but two rounds of players for the fantasy stock portfolio. find out who i'm picking for some of the highest scoring positions out there. let my fantasy portfolio improve your financial reality. then from pigskin to sheepskin, i was in midtown manhattan today to check out deckers madison avenue store. the products, the ugg maker is pushing today they may take you by surprise.

big news from across the pond today that could have a big impact on your money. i'll let you know how to play 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. take and... exhale.in... aflac! and a gentle wavelike motion... aahhh- ahhhhhh. liberate your spine, ahhh-ahhhhhh aflac! and reach, toes blossoming...

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with football season kicking off tonight, the packers face the world champion seahawks, kick you have at 8:30 p.m. only on nbc, i think this week would be a good time to harness your love of sports in order to help you become better at picking stocks. i'll do anything to make you better investor. especially if it involves the nfl. that's why all week we're playing fantasy stock football hero here on "mad money" because building a terrific portfolio is a heck of a lot like drafting a great fantasy team. i ought to know, because i won the shlump "mad money" super

bowl twice in a row. you can see my team @jim cramer on twitter. so far i have given you the quarterback, running backs. tonight, the draft continues. what else do you need? for starters your portfolio needs a tight end. this is the most flexible position on the field. a player who can run, block, also catch passes. in short, you want a stock that plays like jimmy graham of the new orleans saints a real consistent performer and by the way, my first pick in this year's actual "mad money" draft. in my view, "mad money" is 3-m. the maker of scotch tape, post e-it and other products. here's a company that in the past had been viewed as a sleepy even somewhat defensive industrial, better than the ten mark ten year treasury. however, in recent years, they have transformed themselves into

the stock which can open up holes and hold down passes with plenty of yards after catches. and anyone in the global economy will highlight the growth while sending it higher. i know many people are betting on the global -- global recession maybe. i think there's a global slowdown. but even with all of the legitimate fears about war breaking out in ukraine, recession in europe, ebola in africa and the middle east falling apart, this is only 2 bucks off the all time high. 3-m is an industrial like so many other industrials i'm not worried about because it serves markets that aren't particularly cyclical. they all generate consistent, solid mid single growth. like industrial and transportation. health care, consumer and office safety. and graphics and economy. it's run by an -- an incredible

ceo who is a true mastermind when it comes to execution. and in the most quarter reported at the end of july, it reported 3.8%. better than the peers like honey well which i like so much. those are pretty good companies. that's the a pretty good company to lead. even better the growth was across the board. and no, i'm not bothered by the lack of football expertise. he's an ice hockey man. not a viking enthusiastic. despite the scandinavian background. it has the most international exposure of any of the peers which might sound like what you don't want at the time of the global kays you, but i think it can thrive in this environment. why? because it's king of the emerging markets. gets 35% of the sales from the countries and as we have seen this company has been able to consistently transcend local issues with strong growth. more important, 3-m is an innovation machine that is the

secret of its success. the company has 45 innovation centers around the world which are constantly searching for new opportunities. last year, one-third of 3-m sales came from products that had been released in the past five years. that's amazing. and imagine aiming to bet it up to 37% by 2017. check out the amazing website. it's got a periodic table and if you want to learn more about the innovation, push it, it shows you what they've got. the secret to their growth. not only can 3-m catch the passes they can block. they're rolling in cash. like i said before, they sports a 2.4% yield, and they have raised the dividend 56 consecutive years. it has a long history of buying back stock, repurchased $18 billion worth of shares. and that's enormous for a company worth $93 billion. last year, they plowed another $5.2 billion into the buy back and expected to repurchase stock

for 2014. plus, they can afford to make lots of smart acquisitions just like jimmy graham. 3-m is this year's jimmy graham. it's big and strong and it's a natural target for your investing dollars. oh, by the way of course no offense meant to brent celek from the philadelphia eagles but it's about money, not friends and 3-m is money. much more "mad money" ahead including another round of my draft picks for my fantasy stock portfolio. you're not going to want to miss this. the fantasy point leaders the wide receivers. you know how important i think they are, just ahead. wait until you hear what stocks i'm picking. then it or not, uggs pitchman tom brady may not be the best looking part of deckers. i stopped by the madison avenue store earlier today and got the scoop on their push into new products. plus, central banks will make it hard to make money, but i have a

solution for you and it involves working harder. stay with cramer.

whoa, welcome back to fantasy football "mad money" style. where we're drafting our favorite players and our favorite stocks to help you fill out your fantasy team and more important your portfolio.

so far, we've got quarterbacks, we've got running backs, earlier tonight i gave you my pick for tight end, jimmy graham/3-m. now time for the wide receivers. for those of you who don't follow footballs, they're the guys you throw the ball to when you need to make a big play. they're the fastest men on the field. a good one has glue for fingers. so wide receivers are your go to momentum names. stocks of well run companies that have potentially lots of upside. you want a stock like jordy nelson. the total standout player from green bay who competes tonight against the seahawks, 8:30 p.m. on nbc. for me, that's tesla. now, last year tesla managed to rally from $32 to 250 bucks. an incredible run. but in 2014 it has been a bit of a roller coaster ride. they lost some momentum and peaking at 250 and dropping down

to 180 in may as the shareholders started to flee based on worries of valuation. since then, tesla has come roaring back in the extraordinary fashion. it's trading at 286 bucks a few dollars below its all time high. i think jordy nelson could relate. his value took a major hit last year when aaron rodgers the starting quarterback for the pac broke his collarbone and was out for eight games. nelson's performance did falter. many questioned how much more success he had left in him, but he dug in his heels came with back with a record setting year. i think this year could be another record year for jordy and for tesla. now, ceo elon musk is to tesla what jordy nelson is. he knew that tesla would revolutionize the industry, and despite being knocked down by the media he gets up and delivers. tesla is a vehicle, they have

tremendous growth trajectory, buyers are desperate to purchase the cars. it seems impurviews you to price. and deutsche bank predicted tesla could sell a half a million cars annually and make a ton of money on each. there's still plenty of pit falls but they're the ultimate wide receiver in the 2014 stock game. who's next? i like demaryius thomas. he's one of the most consistent players out. there you know what looks unassailable to me -- netflix. they have won the at-home streaming business it has a mine share. you can tell because they're raising prices and no one seems to care. the company has developed a tremendous relationship with the viewers. do we netflix tonight or do we watch something else? that's the question in my household as in the households tens of millions of house holds who subscribe to the service.

it's become a staple of at-home entertainment. netflix has changed the living room the way that keurig changed the kitchen. it's revolutionized the way we watch tv and easy to binge on your favorite shows. never heard that term until netflix introduced it to me. they're constantly adding new content to keep viewers coming back for more. this is their real competitive advantage. this is why no one can compete against them. when -- reminds me of thomas. the 6'4", 230 pound body of pure muscle and athleticism, and have one of the best quarterbacks in the game tossing you the ball you have a natural competitive advantage that simply can't be duplicated. that doesn't worry me that netflix is up 30% for 2014. not particularly. because as we head into the end of the year, money managers tend to load up on the stocks of winners rather than going bargain hunting among the losers. that means it can rally to year

end. last but not least, was want a player that has a ton of unrealized potential like a.j. green of the cincinnati bengals. blockbuster, superstar, titan. these are words that can describe green but they're all direct quotes from analysts reach on biotech regeneron. green stock market equivalent. back in 2005, the ceo of regeneron was the first chief executive i ever had on the show. at the time the stock was up 5 bucks it's now at $352 and i never wavered. they have a phenomenal icare franchise and now developing an anti-cholesterol agent that millions can take along with statins, some who can't get their cholesterol down with statins can use this one. and sanofi is building up a 22%

position in the company and i think they want to own much more. regeneron has a lot in common with a.j. they have more than doubled and green has has back-to-back seasons of double digit catches. the only thing holding a.j. back is the need for a better quarterback. get a solid arm behind him and he'll be off to the races. nothing is holding back regeneron. here's the bottom line. your fantasy football team needs good wide receivers to make the plays happen. because when things go right, the momentum names can rack up enormous names. i recommend tesla, netflix and regeneron for your real portfolio. pat in new york, pat? >> caller: hi, jim. booyah to you. >> booyah, pat. what's up? >> caller: thanks for helping us home gamers. i got your book, "get rich carefully." >> terrific. thank you so much. >> caller: jim, my stock is restoration hardware. ticker rh.

restoration hardware. >> now, look, restoration hardware is a very expensive stock. we know that it has a high priced earnings multiple. we know it's reporting very soon. we had gary friedman on recently. i feel quite good about it, but i have to tell you, remember retail is spotty. my feeling is restoration hardware i would buy half a head and then wait after just in case some people are disappointed. like they are with gap stores which was good and then tonight reported bad news. let's go to rod in indiana. rod. >> caller: hey, booyah, jim. first time caller. >> excellent. >> caller: thank you for all the knowledge you give us out here. did have a question about an israeli company that had just recently settled u.k. courts settled a dispute -- patent

dispute with astro zen aceh. >> i have mixed emotions. teva it's a generic company. i'll send you to parago which has a fantastic -- parago yes, teva -- wide receivers make big plays happen. in your fantasy team and in your actual portfolio, i think you should draft tesla, netflix, regeneron. those are the names that can rack up enormous gains. much more "mad money" ahead including an exclusive look inside deckers madison avenue store. and i'll let you know what you might see from the stock and i think you'll want to hear about it. then our own federal reserve are laying down roadblocks. thankfully i got the playbook to give you some relief. and then the lightning round is

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here's the stock that used to be one of the hottest growth gains around. until it was absolutely eviscerated in 2012. but over the last couple of years the creator of uggs boots has been making a monster comeback. deckers is up 154%. from the lows of january of last year and once again the stock is on fire. company has been rolling out new products including home products and an amazing running shoe. the most recent quarter reported at the end of july was down right spectacular. a gigantic earnings and management raised the full year guidance. so can deckers keep climbing? earlier today i got a collapse to check in with angel martinez, the chairman, president and ceo of deckers in new york city. angel, you rang the bell today. it is all about deckers brand. there's a revolution going on underneath. >> huge revolution, jim. for the last several years, we

have made a quantum leap as a company. you know, couple of years ago we were still a wholesale vendor. and at that point, we began the process of reinventing our business. and saying to ourselves who is in the -- who is the most important player in our business? it's the consumer. and the consumer has to be smack in the middle of everything we do not from the buyer from the department store, but the consumer. so it's a reinvention, saying the consumer is in the middle, they can access our brand how they want and we make that as easy as humanly possible. >> there's a perception of ugg and maybe it's played out, maybe not. there's a player that everybody knows, tom brady. it's a bit of a tear jerker, but this makes a statement about uggs men. >> it makes a statement about ugg in total.

relationships matter. the relationship with our consumers is the most important thing. we were privileged to get a peek at the relationship tom has with his mom and his dad which is -- it's just amazing. and that tells you sort of the depth of the relationship that tom feels for our brand, but more importantly what it does is it highlights the things in life that are most important. >> i think it will be the blow away ad for first week in the nfl. i have a shoe, some of us are runners. but going through runners world, kind of nostalgically, i'm reading about runners who are back because there's an unmet need for a shoe for those of us who because of our knees haven't been able to run. this is revolutionary. >> it is a revolution. there was a movement a couple of years ago called minimalist, less is more. but less is also very painful. and the most important thing to a runner is to keep running. and what we're finding from our

brand, that runners tell us every single day, hooka allows me to keep running. the amount of cushioning and the weight, it was developed by ultra marathon runners. these are the people who run 100 mile trail races. >> these are not claims you're making. it's runners world, people who make me feel like after a 15-year absence of running, i have to give at a shot again. >> when you look at the running market, the running market is $14 billion. so it's a big business. and last time i checked the good strategy to bring consumers in is to not make it harder to access. so the golf industry didn't decide to include more golfers by making club heads smaller. >> right. >> tennis racquets didn't get smaller, and by making running shoes so minimalist that it kind of hurt, what you were doing was keeping runners out of running. our goal is to bring more runners to running. if you bring more runners to

running we'll grow the market. and growing the market is the most important thing for us to do as a company. >> some people might say that we're talking too much about the what is last year's 16% of the company. but what you have been doing that i can detect is to come up with shoes that meet unmet needs in the revolutionary way you have done in your career. >> i'm a big believer in function. fashion is important. but i don't want to rely 100% on fashion. fashion is very temporal. but function is something that people once you get used to the way something feels like ugg, feels like nothing else, once that's on your foot, once it's in your closet it will be in your closet. >> now, there's a revolution going on in technology, in the industry. we all know the notion of show rooming. when i go through your conference call, i read about web rooming. >> web rooming, it works in tandem with show rooming that's when a consumer researches a product, in your store and then goes and buys it on the web. web rooming is when they

research it on the web and then go and buy it in the store. in the case of the footwear industry, web rooming is actually very important because we want in footwear to have a visceral experience with the brand and the products. so you can look at ugg online all you want, but trying them on in the store is a whole other story altogether. that's where it comes together. it's really an experience based process. we like to talk about our business in three buckets. first is connection, second is experience and third is relationship. and in that order. so the first thing is connect with the consumer via reasons that they may have for the functional benefits. the second is to experience the product by either running in it or coming into the uggs store and the third and the most powerful thing is to have a long term relationship with consumers. because they value what you're bringing in. >> let's speak here and now, last night we had manny chirico from pvh on. he said something is happening,

we're having a strong back to school season. i detect from the analyst notes this is happening for deckers too. >> well, we like the direction we're novembering in -- we're moving in with our products. the innovation is extraordinary. i have been in this business 36 years. and i think we have become a very powerful innovation machine. it's -- we are i think fashion right, but functionally our products are getting better and better. things like ugg pure have allowed us to evolve our ugg brand and take it in directions we weren't able to go before. and that's been a huge -- i mean, it i merged out of that, and i think it bodes well for this season and years to come. >> when i think of brands like, i see an unmet need. i think yoga is gigantic. we know from lulu, they may have lost its way, but you seem to be pioneering a new way. >> we have a new brand, and anu

is a brand, it has 1,200 yoga instructors in the u.s. that are real fans of the brand. and yoga instructor, they tend to educate their students about which mat to use and which shoe to wear and it becomes part of the yoga lifestyle. we're developing a concept as now a lot of yoga studios are having -- there are hygienic issues surfaces so people are wearing a foot covering in the yoga class. we have got a product coming for that that i think is quite revolutionary. >> when i go to the ugg website, i don't want to lose sight of the flagship, i see lots of different kind of shoes. and i say shoes not boots. >> right. >> it looks like there's a revolution in that brand. >> well, the brand has emerged a lifestyle brand. in the broadest sense of the word for men, women and kids. our men's business is up 140%. well, really since we signed tom brady. and that's been -- men discover

ugg through slippers and then suddenly find themselves in a pair of our boots and then shoes. so it evolves that way. >> one last question. i'm listening on offense, not a wholesaler of producing shoes but someone once again creating and setting the trend in footwear. >> well, i was a competitive runner for about 60 pounds ago let's put it that way. i ran my races from the front. that that's only place to be. i like the idea of our brands leading. i think our company is setting a tone and setting -- really defining the new wave that we are seeing in consumer relationships and in -- what is defined as retail. i think it's a revolution in a huge way. >> i like getting ahead of the revolution as someone who likes to recommend stocks because he knows where stocks could be going based on what we're just hearing. angel, why don't you show me around. >> absolutely. love to.

>> angel, we are talking with dave powers, good to meet you, sir. >> you too. >> president of omni channel. when i go to the site now, i don't just see shoes, but i see clothes. i know you have some clothes here. show me what you've got. >> what's great about lounge wear, people love our slippers, it's a home based moment that they love. the comfort and the quality. now we transition that into lounge wear. it diversifies the brand and gets them into new categories. and answers questions about where to go next with the brand. >> show me more of the men's. i'm used to seeing my shoes are made in vietnam and china, these aren't. >> these are made in maine. >> why aren't you losing money? if you use american labor, you lose money. >> no, the quality we are getting out of this factory is second to none in the world. these boots are made in arkansas. our consumers in japan for example want product made in arkansas. they want stuff made that's

authentic, american products. we have a new concept that we're doing at our headquarters store. so it's a bank of ipads. you know, 30% of revenue in the store comes from the ipads. >> that's extraordinary. >> it informs the size of store that you optimally need around the world. okay? in other words, you don't need all that giant footprint for inventory. >> again, as someone who picks stocks, i'm hearing very good supply chain. i'm hearing don't worry about a big inventory overhang. because this is a different way to deliver product. >> it's very different. if you ware a denture, take the simple test.

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frothere's no reasonn average 17 we can't manufacture in shuthe 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. >> announcer: lightning round is sponsored by td ameritrade. >> it is time. it is time for the lightning round. you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? time for the lightning round. start with cary in new jersey. >> caller: booyah. go wireless -- or -- >> we all call it sierra. the stock is it big.

sky works solutions is a better alternative. let's go to barbara in new york. >> caller: booyah. i want to know your thoughts on cdr refining. >> the yield seems so compelling but i throw the red flag because i don't think it's sustainable. if you want that, we go with bolero or phillips 66. but i think valero will do very well. carl in new york. >> caller: booyah, jim. from the bronx, vietnam vet. been averaging downward sprint, only able to get 15%. need the crystal ball, tell me what to do. >> we like sprint because of the turn that dan hesse has been giving us, but he's out. we like sprint because we thought they'd merge with

t-mobile but that's been kiboshed. sprint is a long tell play without a lot of catalyst. back away for now. ted in wisconsin. ted? >> caller: go patriots, booyah jim. >> wow, what's going on? >> caller: i want to know about manhattan associates. manh. >> not asked about very much. i don't like distribution centers. i think they're too plain vanilla. it's a commodity play. don't buy it. to austin in georgia. austin? >> caller: booyah, jim cramer. how's it going? >> not bad. thank you for asking. >> caller: pretty good. i want to know what you thought about amd. advanced microdevices. >> last quarter was so bad, no reason to go there. especially when intel is doing so well. i get that yield from intel. michael in california. michael? >> caller: hey, jim. big west coast booyah. >> i like that. >> caller: hey, i need your help. what's the solution to motorola solutions? >> well, the solution is to not own that solution because it's really a problem on a solution, why should we create a solution out of a problem? if you're not the solution you

are the problem. motorola, no thank you. again, if i want wireless, if i want that kind of activity, i'm going with sky works. and apple. don't forget i'll throw you a bonus, i say nice trade. and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade. five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade.

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we know there's collateral damage from any central bank intervention that's meant to drive growth or slow inflation. always has been and always will be. right now the radical actions being taken by european central bank boss mario draghi are dragging yields down to the levels where you can't make money. by using the usual fixed income alternatives. his rate cut as well as his pledge to keep the rates down to historic lows is driving money into our bonds and the strength in our economy, we're not getting the typical spike if interest rates that we should have seen by now. sure we can bemoan the fed's largess, even though there's little inflation in the system. it is time for the fed to keep rates down with the bond buying. i would be a seller, not a buyer. if i were fed chief yellen or even treasury secretary jack lew

since they're only available because of the total lack of demand in europe and plus german insistence on stopping by any means necessary. i'm not here to debate money policy. monetary policy is not the thing on "mad money." i'm here to help you. i know you need income. typically those who are retired. i know that certificates of deposit and other fixed income securities are offering a return that are simply preposterous for you right now. preposterous for anyone who needs a fixed income to support their lifestyle. we can throw up our hands and say i give up. nothing to do. or we can search hard for good, solid alternatives as my colleagues at the street.com pointed out today. in fact, time to roll up our sleeves and work for that yield without taking too much risk. we don't like to reach for yield. where do we go? why don't we build a diversified yield portfolio right now. why don't we start with verizon. why? it just boosted the dividend today. that's giving you a terrific 4.3% yield. much better than treasuries even before you factor in the

favorable tax treatment. we like companies that have enough growth they can raise their dividends and because of verizon's wireless division it should be able to give us more dividend boost for years to come. next up, last time we heard from world dutch shell ceo van bearden, i hope you were as impressed as i was. he's given you a 4.7% yield and a dividend boost in the cards as he follows through with the discipline plan to invest with better returns and knock out some of the world duchess' profligate spending. something he'll detail tomorrow in the analyst meeting. i know oil is headed down. then there's kinder morgan international, kmi is the one i'll focus on. i cannot stop harping on this one. but you'll be getting a $2 dividend which would yield 5%. and a commitment from rich kinder to grow that distribution

by 10% for the next five years. it's a pipeline company that's more of a toll road operator, so i'm not concerned with the diversification issue versus world dutch. how about a real estate investment trust? we heard that she's committed the largest senior housing real estate company to a path of consistent growth with higher returns. growth plus a 4.4% yield, i like that. finally what about a pure utility with some growth, that's dominion resources. we heard from ceo tom farrell last night about how the gigantic pipeline will give you growth for years to come for the utility. i'll take that along with the 3.4% yield. okay, there is risk. remember, these are stocks not bonds. but we aren't stretching the risk to uncomfortable levels. and we are boosting the reward to levels that i think are reasonable. verizon, royal dutch, kinder

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all right. after the close el pollo loco had a good quarter. i think we made the money. you know i'm uncomfortable going to the second quarter. there's always a bull market somewhere and i promise to find somewhere and i promise to find it for you right here at "mad >> narrator: in this episode of "american greed," new-age evangelist lydia cladek says she can awaken minds to untold riches, but her promise of big returns buying up auto loans isn't just mystical -- it's unlawful. >> when these investors are really putting money in lydia's pocket. >> narrator: and even an army sniper can't defend himself against this greedy guru. >> the threat is right there -- wears a little dress, wears a big smile, and that's the threat. >> narrator: and later, south carolina's silver dealer ron wilson is sounding the alarm on the u.s. economy. >> ron predicted, essentially, the end of the world. >> narrator: nearly 8 million investors hear his call and fork