5:00 for "fast money." meantime, do not go anywhere. "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 well scum to "mad money", other people want to make friends. my job is not to entertain you, but education you. call me a 1-, and you can always tweet me avmt jimcramer. nasdaq advancing, we've got up

for five straight weeks, gentlemen are yet according to a terrific piece in "new york times" far few americans own stocks these days. given the amazing run, you have to ask yourself, why did people leave the market in droves. could it be people who don't know they own stocks and just have forgotten about them? or is it people who stopped listening to all the incredibly smart commentators we hear, read and watch, who have endlessly told us that we should be fearful, that we should be cautious, that we should counter one foot out of the door at all times, or that we're in big trouble, because all of our gains had to be wiped away, at some point we just don't know when. as i study the output over the weekend andal day today, i saul the you are negative themes that have kept people out of the this amazing move.

it was a pretty horrific, frankly reality check that jibes exactly with what the "new york times" piece said about the vanishes u.s. investors. may i sigh fruitless debate over when the fed must raise interest rates. for the last two years this has been a parlor game. we've always been trying to guess what monday, what quarreled, what day, now janet yellen, when will they move the fed funds rate higher? lately the drumbeat has so loud it's almost deafening that job growth seems to have returned but each time we've heard these worries, something happens to make the fed actually look right in the so-called smart money. first the question, then the housing slowdown, housing has never roufrd, now the slowdown in europe, and last friday's anemic job report. remember that report?

people have forgotten already. negatives that has had to and must worry about. the laters european debacle has brought rates down around the world. the fed could seem downright foolish when longer term rates are so low, though the smart money guys, they refuse to recognize this fact. how much do they have betting against this fed? legitimate worries keep it on hold. despite what the brilliant critics have to say. you know what i say? enough already, critics, stop scaring people, and let's be sure the intervenings factors weren't predicted by anyone. taken together, they do make a mockery of those who demanded that the fed take rates up immediately. not once, though, have i ever heard a pun debt who had been called out for higher rates admit he had been wrong. i haven't heard any call outs, either. they're just immune the second

thing, people feel the market is rigged, whether it is endless prosecutions for insider trading or high-frequently guys or the fiascos, even -- people don't trust had asset class. i think the profits of the companies aren't rigged. third reason, third renal we keep their -- just when we thought the bull was ready for the slaughter -- something new and positive comes you have, the much lower than expected interest rates the intense merger and acquisition. or hostile takeovers. or simply large-scale investments, buying major stakes in heavily shorted green

mountain and monster beverage. then just tonight, in a gap bit to get more natural and organic, general mills, which has no growth at all just bought annie's a fast-growing natural snacks company for $820 million. or 46 $, an astounding 37% premium. we've been all over this natural and organic theme endlessly, said good things would happy to annie's, that general mills would go for hain. that's our favorite, but they settled for annie's instead, a win which would tain hain up in his weight if, please don't sell it. also been making people fortunes, too. there's -- but you know what? i think they can go hire. there are always a handful of companies that fascinate -- i

think that mobile and go pro are being anointed similarly. could alibaba be the next fascinate? this dot-com is immensely profitable, judging by the run in shoulder and total cramer uber--favor yahoo, it's possible this deal could work, so we have to find out the pricing first. again, i'm sure the pundits will use these yields as signs the market is overheated and must go down. but i say we haven't yet reached the point that there's too much supply. i'll tell you when i sigh it. fourth big decline of the year, the great crash of 2008-2009 have made many bills nervous about getting too positive in public, so they hedge their enthusiasm. you know what i think a lot of this is because of the web. anything you say can be called up and used against you on a big down day, so the way people

eliminate this kind of embarrassment is to be -- well, they just render themselves irrelevant. they rarely say i'm bullish. there's no percentage in sticking your neck out. it could be cut off for generation to see every time the stock market is down. have you noticed, though, that we never humiliate the permanent bears who keep you out of the market? if anything we tend to rever them. they're always considered geniuses. they're never called out. fifth, the sheer lack of homework. if they did the homework they would find steadily rising profits, steadily declining amounts of stocks because of buybacks, and dividends that were much better than bond alternativ alternatives. you have to get your hands dirty, people, and look at the profits 6 individual companies. with the etfs and commoditization of stocks, this is work is now considered irrelevant at the exact time

it's tally most relevant. is the balance sheets of companies which have historically worried me are the safest and strongest of any time in the four decades i've invested in. doing the home work is such a drag, but you have to do the work if you're going to understand the market, because otherwise the market is about profits. here's the shorthand bottom line. the odds can certainly be stacked against those who stayed in, but the bulls aren't braindead. they're the smartest and boldest out there. let's just hope they stay that why. jim in massachusetts, jim? >> caller: hey, imbo, a fellow harvard alumni boo-yah it would rub the steroids, but after of showing yesterday -- >> it's early, the crafts will be okay there. >> caller: thank you for taking my call. you covered this stock on the show. i've got some march call options, it's in an hot m. & a

sector, it's got a good buyback, a good dividend, but it's been in a pigsty the, bob evans? >> yeah, i think you buy bob evans. i'm not backing away. theed ad campaign was talked about in the times today. the activist, that's a shame. i want you to stay the course, particularly with that yield, which after taxation is much better than treasuries. jo hanna in pennsylvania. >> caller: mr. cramer what an horse. i have been getting killed on price did not line, with the exception of today, it's been dropping like a rock. i can't find out why. >> when i was with pop this weekend in preparation of going to the philadelphia eagles big win, though the first half big loss, we talk about stocks all the time, pop says hi thinks it's the trivago ad, maybe pop is on to something. priceline is doing incredibly well. i am not concerned about

priceline. tim in california, please, tim. >> caller: hey, cramer, long on hrl, hormel foods, trying to spot the top? >> you know they're one of the different aristocrats. they're making good m & a moves, i think you stay in hormel. this annie's deal tell me you want tore in the food stocks, pinnacle is doing a big secretary. we'll analyze twha later on this week. sure the odds can be stacked against thousands who stay in the market, but you have to give yourself move credit than that, the bulls are the smartest, let's hope they stay that way. on "mad money" tonight the fight against rare diseases, one company could turn the fight. plus the roller coaster right that looks like it's on the right track. and why a major policy speech coming from the president should have you taking a second look at your portfolio. i'll tell you what it means to

your money, later in this show. stay with cramer. don't miss a second of "mad money." follow @jimcramer on twister tweet #madtweets. send jim an emale to "mad money"@cnbc.com, or give us a call at 1-800-743-cnbc. miss something? head to "mad money"@cnbc.com. mo. you know what my business philosophy is, reynolds?

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the apparel stocks, they've been so hit or miss the last few years that i can't blame you for wanting to take a pass on the whole group, but right now they're all hit. i think the opportunity is to good to mix. from the parade of retail earns, or to put it more bluntly, almost every stock is a buy except oddly the one area that had been completely sizzling. handbags. it seems like you can't give those away.

those wallows in michael kors, kate spade, know all too well take underarmour, earlier this spring, it is sports apparel company truly, truly reported a blowout quarter. but they trade with the high multiple growth -- the expensive stock. it was as if it's stock fell like a cloud or e me have commerce, frankly the rollover was absurd. the fall from 62 in march to 46 in may was just plain hideous. yet the company just kept delivering. when underarmour reported another quarter in july, the stock took off like a rocket, as it should have in march. it's kept climbing every since, the bound back has breathtaking, even though one of the most expensive stocks in the entire

market at 49 times earnings with a 15.5 billion valuation, i expect the fantastic performance to continue. yes, i would only because buy it on a pullback, but when you get pullbacks, most people are too scared to pull the trigger. don't be. however, underarmour is up 67% years to date. the group has been struggling for one particular reason. there's been too much inventory at all the department stories. that's why the last few weeks in the conference call were so eye-opening. one after another we heard retailers talking about kohl's nordstrom, j.c. penney's macy's, they all had similar comments. that's why people shouldn't have been stocked about that good quarter.

their two signature brands all had lean inventories. in fact it was the heritage brands, especially the venues that disappointed, now the department stores. manny, the ceo of pvh and he flagged inventories as a major reason for the strength on this show last week. >> not only our inventory, but in the department store, through some pains and markdowns on a macro basis, they have cleaned out the spring/summer inventory, we're starting very clean at the department stores. >> i circle back to that, because it's huge, when i see -- they didn't get it. we're going to solve this. inventory, excess inventory is the bain of all retailers. it means you need to mark down your merchandise aggressively. i've got to tell you something, lean inventories sets the stage

for terrific profits, but more importantly for the apparel companies. there's room for new apparel to sell. in pvh's case there's better news, the big spending on calvin klein will soochb be in the past. that's what many analysts don't seem to get at all. if manny could be distracted by the need to fix up calvin klein, then he could turn on the jets. i think he can do that now. keep the jeans wear thing in mind. there's other good news here, too, the raw cost ingredient of cotton has cratered. pvh made a huge number of terrific sourcing moves when cotton was off the charts, in order to save money. now it's got the cheaper source, the cheaper cotton, and the better sales, which allows for gross margins to expand and

earning surprises to occur. i'm very excited about the stock here and wish my charitable trust owned more before the big run, i think if it pulls back, we have to pull the trigger. this is how investing looks, you listen to this, you start a picture and say, wow, vf hasn't moved that much. it is a more consistent company, which is why it hit a 52-week high last week, but i think this company with a pretty good emphasis on denim, and another company with huge cotton expenditures, i think vf could surprise reports in late october. if you believe this winter is going to be cold, then you could get the added boost of northfaye. northface. but there are two that are popping up. that's skechers and deckers, both of which hit 52-week highs

today. the former is up an astounting 89%, because it's excelling pretty much everywhere worldwide, with more momentum than any other compete don't worry, skechers too, and i think any momentum player should jump into them whenever they happen. as for deckers, i think the tipping point has last been reached. well behind skechers. that's because lots of people gave up on this company, as they viewed it as a tired one-trick pony. deckers has relied on this brand for far too long, bakley became a story about wool costs and winter weather. no longer the case given how strong a spring uggs had. what i heard last week is deckers, which -- is now a truly

multidimension at company. reebok had been a small sneaker company, and martinez designed a shoe specifically for aerobic enthusiasts, took the stock from 10 to 100, just a classic example to take vac of an unmet need. as someone who wrote that run from the single digits to par, as we call it, when i hear the same man who invented the aerobic shoes, who is now fulfilling it is yoga shuz need, i just want to buy it. martinez then created rockports. i'm still wearing one of the pairs, okay? he did this because of the need for dress with casual comfort. he's doing that now with the men's version of uggs, a full dress line, that is as martinez 208d me the first new casual upscale shoe in ages. as someone who wears skechers, i'm not as certain, but skechers is targeting my age group and

deckers is targeting the age group of their sponsor, tom brady. i'll bet martinez wins with this one, though brady sure didn't this weekend, and i have him as my fantasy quarterback. martinez is rolling out different ways to win, including a running shoe hoka. people with bad knees who stopped running have been able to get back in the game, including angel, who was a competitive runner as well. what's the bottom line -- from low inventories to lower raw costs, limb -- i think this apparel group is a terrific place to go now that the retailers are beginning to retrace hard-fought gains. that's when you pounce, people, and be thankful they're giving you a chance to do so. why don't we go to sheila in north carolina. sheila? >> caller: hi, jim, i hope you

can help me. i'm not sure what to do. i bought amazon last december, thought i was doing a good thing, evidently i wasn't, because i've washed it drop, 4, 5, 7 ever since. i'm wanting to know what you would recommend, selling it or if there's a chance for it to go and recover to its highs again, or is it kind of a it did that and it's not doing it again. >> first, i want you to as to stop with the beating yourself up. the woulda, coulda, shoulda does nothing. that's the wrong approach. you have to think about where the stock is going. don't kick yourself. i think amazon can have another run here. i'm not as keen on it. i do like, believe it or not, if alibaba pries between 16 and 6 -- i like, but let it rally before you sell and cut your losses, okay? retail rut no more, apparel stocks are a hit right now.

i wouldn't pass them up if i were you. how arming the u.s. against the global terror threat could help protect your portfolio. and up side look at innovative medicine. plus the ceo of hertz stepped down today. is now the time to fuel up? or should you stay off the road? don't miss my take and still with cramer. with cramer.

sometimes finding investment ideas can be difficult, but other times it's in your face easy, as in front page of the "new york times" easy. like today, with this piece in the front page of the paper record, destroying isis may take years, u.s. officials say, about how we could spend three years wiping out the radical militants. if i was writing it, you know what my headline would be? buy the defense stocks. first it was the wind-down in iraq and afghanistan, then the sequester, slashing military spending across the board, but now with this new mess in the middle east, not to mention the dramatic rise in tensions with russia, and our commitment to defend japan against a possible resurgence of chinese adventurism, i think one thing

has become clear, our military spending will have to start increasing. we'll need more missiles, bombs, tanks, and especially more bullets. on wednesday president obama is going to make a big speech where he'll pitch he plan, though he probably won't call it a war, because many have to ask congress for permission. what matters, though, is that some we enter, our defense companies make out very well, which is why i think you should start thinking about this group, and maybe do some buying before wednesday's big presidential address, especially since most of the defense contractors have been lagging the market for 20 shall. they're much cheaper than the average stock, so how should we play this renewed commitment to defense spending? what belongses on your shopping list going into obama's speech. first and foremost, and it really jumping out, i line this allyian tech, the maker of missiles, aerospace parts and above all, bullets. right now it's in the middle of

making a transform anideal that nobody has been focused o the company is spinning off the sporting group, and merging the rest of the business with or bittal systems, to create a national defense powerhouse which will manufacture everything from space launch vehicles and propulsion systems to tactical missions, satellite, arm amentes and aircraft triers. i likeport parts of 56789 it. k. when this breakup was announced, we all thought the defense side of the business could be in a long-term secular decline, and when you wind down two shooting wars, you use far fewer buildings, but now we're getting involved in a brand-new conflict, the prospects for allyian tech's business, they're looking better. the company reporting a gigantic earnings beat on better than expected revenues. people yawn. why? it's pretty simple.

that quarter was after the afghan pullback was finished, so it was before the administration decided to go after isis. people viewed it as the last good quarter for atk. now just imagine how well allyian tech will do once the pentagon starts spending aggressively. i'll back to you after it happens and tell you which piece to hang on to. atk. but alliant war, what is it good for? that has an obvious answer, it's good for the defense contractors. another good one? we talked about this stock in eight years. raytheon. this war against isis will probably be waged heavily from the air. raitt nonmakes the current radar

for this generation of our fighter planes, plus raytheon has snagged huge contracts. the air missiles defense project and the airborne jammer. their financials are terrific. the company's latest quarter was quite strong, book-to-bill ratio coming in at 1.9%, meaning they have more business than they can handle. meanwhile, raytheon should be able to generate 2 to 2.5 billion in free cash flow, my favorite metric, most of which we returned to shareholders, via the company's dividend. at the moment but as people begin to realize that defense spending could come back in a major way, i bet that stock goes higher. what else? it's hard to go wrong with lockheed martin. i liked the first 3% yield, but

the thing about lockheed is that it's actually performed the s&p throughout the date. still, lockheed is a terrific company with a history of consistently boosting its dividend, a gigantic buyback and 3.4 billion in cash, and i bet it continue toss rally. but that stock has been in favor on "mad money" since we started. here's the bottom line. with the extended multiyear campaign the president is planning against isis, not to mention the resurgeons in eastern europe and more bellicose china, i have to believe that our government will start ratcheting up defense spending once again, this is good news for alliant tech, raytheon and lockheed. i think all three stocks could be buys ahead of the speech on wednesday, and could be good, kind of sadly, for many months, if not years to come. let's go to bill in florida. bill? >> caller: how are you doing,

mr. cramer? mass -- >> and so what's going on? >> caller: i was interested in general dynamics. it's been up to $125 today. i was wonder about getting in. >> i was going to fit general dynamics into a larger scheme about why you want to own defense stocks, but this one frankly has been tracking, tracking the whole time that things have gotten hot around the world. i feel like i've missed it. let's go to ed in texas. >> caller: hi, jim, you're a good guy, so thanks for being there. >> thank you. >> caller: my question is united technologies. they have been doing through this year, particularly some problems with their f-35 engines, but they've got a good history, so probably will work that out, but then on august 27th, they announced a reconfirmed favorable guidance, and an increase in their stock buyback program, and the very same day, the stock went down half a percent, not up.

that just blowing my mind that it went down, not up on all that good news. why this unusual decrease on positive news? >> ed, i have to tell you, stephanie link and i all weekend talked about this. we saw the boeing settle down, we decided to stick with united technologies. we miffed, we are confused. what that tends to mean when we've done a lot of home work, like you, is we're going to be right, but we've got to patient. the stock is called utex, and i like it. sometimes headlines direct you to your next investment. what could the fight against isis mean? alliant tex and raytheon and lockheed, consider all three buys before the president's speech on wednesday. including one biotech leading the fight against rare genetic diseases. and then the ceo threw in the towel at hertz today.

plus all your calls you are coming up on "the lightning round" so stick with cramer. sti. wait, wait, wait, it's wait, wait, wait...whoa, does she have special powers when she has the shroud? no. guys? it's the woven one the woven one. oh, oh that gives her invincibility. guys? no, no, no... the scarlet king is lord victor's son!! no don't. i told you! you guys are gonna be so surprised when you watch the finale!!! you're so lucky your car has wi-fi. yeah...i am. equinox from chevrolet... the first and only car company to bring built-in 4g lte wi-fi to cars, trucks and crossovers. hi michael! looking good! trying to keep up with you! i told my producer karen that i take metamucil because it helps me feel fuller between meals. it's just one small change that can help lead to good things. now she's breaking up with the vending machine.

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biotech stocks have been on fired, what do you do with a biotech stock has been lagging? bmrn, the orphan drug developer that i have liked for a very long time. i think it could be a real bargain the the company is one of the best out there, terrific pipe did not line to boot. you know we adore orphans at "mad money." they treat rare diseases, and get protection from the government. plus orphan drugs tend to be incredibly expensive. we're talking about hundreds of thousands a year to treat a patient. multiple drugs in the market, including three for different types of mps, as well as a drug for -- excuse, pku, which can cause severe developmental problems and neurological issues, and a drug for rare

autoimmune disorder. even better the company has what some consider toss the best pipeline in existence, let's check in j.j., welcome back to "mad money." good to see you, sir. sorry i stumbled over those. >> you have a portfolio for somewhat obscure diseases. that does not mean that these drugs can't do well. i'm thinking about this vimazin. >> it's a fifth product that we got approved tess company in 16 years of existence. it's off to a very good start. actually doing better than we anticipated. in the short/medium term, definitely over $600 million.

why didn't you ask j.j. how it could cost -- but what's the alternative? >> yes, all the products we have on the market today are the only drugs approved for indication that -- we have no competition, and these are so very expensive direct to manufacturer, so we look -- the pricing we look at the value we bring to the patients, the innovation we bring to society here and need to continue developing drugs in the orphan space. >> when i look at the product portfolio, we can go over some of the niche diseases, but it seems like you've carved out something of enzyme. how do you do that? in terms of a franchise for many different pieces of -- >> we have products that are mainly enzymes, and it's because enzymes basically a disease we are involved in our genetic disorders whereby their enzymes that are important in some specific biological processes

are just not present or too weak, so we just in that case, those patients will replace the missing enzyme and allow the body to function properly. they're generally very significant serious disorders that are not life-threatening, but reduce the life expectancy of the patient. >> one continuing theme is you're a going have company of estimating how many people have a disease and how many people will find themselves with a biomarin product. >> in a sense we have have a special to help physicians around the world to diagnose these patients. we've spent a lot of time and energy on this. this is what our commercial infrastructure and people are very good at. >> i also thought there was a very interesting transactions, rare pediatric voucher, sold this to regen ron for $67 million. >> correct. >> how were you able to do that? >> it was a very interesting

situation. we were the first company ever to receive this pediatric voucher that allowed to have a priority review for any products you have in the pipeline. we realized that basically all the products we have are for rare disorders. consequently there wasn't that much value directly, so we thought someone else would like that. we called a few companies, and they were interested in because they have a new product for high cholesterol that i probably will hear about. >> we have lin on, and they were in competition with am again, so it was important for them to get two or three reduced review time. >> i tell you, you have done a remarkable job. it's exactly what people should want. i follow your veal very closely, unfortunate -- thank you so much. that's the ceo of biomarin. this one is actually better than most of the biotechs that are being taken up.

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it is time for the lightning round. that's where we go rapidfire and say buy buy buy or sell sell sell, and when i play this sound, the lightning round is over. are you ready, skee-daddy? let's start with luke in north carolina. >> caller: hey, jim, inoffia, ino? >> i don't know. i've got to do some work there. a lot of little biotechs. that's where merrill reese lives, but i've got to do more work. i'm sorry. i have to come back. tom in increase new jersey? hey, tom. >> caller: john in san diego. >> i'm sorry. john, you're up. my bad. >> caller: i want to ask you, jim, about castle pipeline, should i sell it before that thing with kinder morgan? >> kmi is getting killed howard,

or charitable trust owns it. everything oil is falling apart. may i urge people to stay put in the ones that have the good dividends, please. you're being nuts. let's go to tom in new jersey. tom. >> caller: hey, jim, monday boo-yah to you. >> i like that. what's going on? >> actually i was on a conference call for imgn, i like the pipeline, what do you think of them? >> them just slaughtered this one. there's a lot of value here, i think the stock should be acquired at this level or else someone will come in and acquire it. john in maine, john? >> caller: this is john from rockport maine. >> what's up? >> caller: my question is north atlantic drilling. >> all drilling stocks of that ilk, whether it'sens ko or whether it be sea drill or transocean are just getting crushed. the day rates are going to fall

apart. the highest quality one is ens ko, not the one you just mentioned. lorraine in minnesota. >> caller: hi, thank you for taking my call. i have read all your books and just getting information from that. >> thank you. >> caller: i have a couple stocks that have been getting read, and one is wendy's. >> i think wendy's is fine. fast foot is under pressure. nelson pellets has put hi team in there, and i think wendy's is a good hold, a good hold. let's go to jeff in michigan. jeff? >> caller: big boo ka from michigan. >> a touch game for the mish gain guys, but that's all right culls it was. cheyenne energy. >> that yields 5%, that's the one that sukki, the higher yielding one. i like it more than lng, have for some time. >> dustin in washington, dustin. >> caller: hey, jim, thanks for taking my call. windstream.

>> windstream will give you a good dividend, because they're doing that real estate investment trust. i would rather move on to other things with better options, for instance kinder morgan, kmi, and it is going down because it's in the oil business, even though it's mostly a toll road. priestly in illinois, priestly. >> caller: hey, how are you doing, jim? straight from the city of the bulls and the bears. >> i got both things going there. what's up? >> caller: what do you think about hymex. >> it's on the mend. we had a great trade, we bought it, we told people to ring the register. i'm not looking into. to ron in new york, ron? >> how are you doing, jim? thanks for taking my call. hey, i got a fuel cell stock. >> yeah, i talked to britney newmark for a video with the street. i said let's wait to see what they say. i'm not in favor of going in

there ahead of tomorrow. what i like is a mobile eye or go pro. i like companies as a spec. sp you could you want to, fcel is not my kind of spec. and thats ladies and gentlemen is the conclusion of "the lightning round." [bell rings] ♪ time and sales data. split-second stats.

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boy, that was a short stay. holy cow, less than a month ago the ceo of hertz on the wall of shame, suggesting if he would step down, it can help the stock. today he resigned. i think this is a major opportunity. the auto rental industry is consulted mightily over the years, but hertz had been held back by the poor stewardship of tesoro in part because of the accounting irregularities and in

part because avis began beating the pants off the company. when i put him on the wall of shame, hertz is proof that even bag management can find a way to ruin thins. hertz is barely unchanged even thor they're almost in the exact same industry. i say almost, because hertz actually has another business, the equipment rental business, as we know, with discussions with mike kneeland, ceo of -- they're direct competitor. we did not select frisso. are a because he didn't know what he was doing, but he had a history of making excuses instead of taking responsibility. last month he withdrew the guidance, and of course his inable to put the accounting issues to bed. now, this stock flew up as word tread that scott thompson, the

former ceo might get the nod to replace frissora. as soon as -- the stock rolled over. no matter who replaces him, though, i say the company will be better served. pricing industry has only gotten better as of late. i believe the spin-off of the equipment rental business will show how much value that is there. one more thing. in the old days when we started the wall of shame, we were truly blasting the entire board of actions. show could they just sit there? not anymore. the board heard the footsteps of other activists and took the necessary action. walgreens ceo told me he welcome the input. activists can't be dismissed anymore, boards are listening. while we won't miss mark

frissora, we applaud hertz for taking action. we believe that a new ceo can clean up the issues, get the spin-off done, raise prices and make hertz' shares rally, the way they should all along. stay with cramer. in new york state, we're changing the way we do business, with startup ny. we've created tax free zones throughout the state. and startup ny companies will be investing hundreds of millions of dollars in jobs and infrastructure. thanks to startup ny, businesses can operate tax free for 10 years. no property tax. no business tax. and no sales tax. which means more growth for your business, and more jobs.

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probably the biggest theme we have been pushing is natural and organic. campbell's which isn't natural and organic, didn't go down when it reported a bad quarter. general mills after the close buys annie's whitewave is soaring after the close, so is hain. what i'm telling you is even if they might pull back because there's too much speculation, this is the segment to be. we pushed it last week.

i'm still sticking with it, whitewave and hain are the best in show. i always like to say there's a bull market somewhere, i promise to try to find it here on "mad money." i'm jim cramer. i'll see you tomorrow. row. [ helicopter blades whirring ] [ sea gulls squawking ] [ indistinct shouting ]