jabil circuit. >> i'm melissa lee. thanks for watching. see you tomorrow. "mad money" with jim cramer starts right now. fast. "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 money. my job is not just to entertain you but to educate you, teach you, explain days like today. so call me at 1-800-743-cnbc. or, of course, tweet me nicely @jimcramer. never get too negative! you get too negative, you may

get smoked! that's the lesson in today's market where the dow rallied 150 points. s&p broke out of the down trend gaining .87%. and the nasdaq jumped 1.03%. as we saw real glimmers of hope that the market might be getting over the post alibaba hangover. we usually get this kind of snap back action when sellers have been relentless in their unloading. and one day it turns out that they've finished selling. and the endless stock supply they've been providing and knocking the market down with just dries up overnight. that's what happened. remember, i talked about the lock-in factor last night. meaning when hedge funds lock in their gains -- >> sell, sell, sell. >> near the end of the year because they're beating the market. one of the big secrets of the money management business is the notion of secrecy itself. meaning the need you have as a broker to keep your clients orders secret.

typically, people like us when we're watching the tape underneath your picture, we don't know when someone, some large institution's done selling. you only see it in the drying up of offerings. meaning the sellers who have laid on the market with the merchandise have completed their methodical dumping. and suddenly, there's no merchandise left to buy. that defined today's trading. we often take our cue from the direction of stocks themselves. >> sell, sell, sell! >> we get a self-fulfilling gloom around here simply because stocks keep going down. those who took action on that negativity yesterday, i urge you not to. but those who did, in other words, those who just got fed up and couldn't take the pain any longer. >> the house of pain. they didn't have much of a chance to react the end of liquidations. that's why i hate this when this happens. because then they had to pay up today. they sold low and bought high! that's also typical of what

happens when a selloff abates. i guess you could say that nature and shutout buyers abhor a vacuum. those who consistently stuck with the market didn't panic and bought a little bit on the way down. in other words, people who actually purchased stock on the dip were instantly rewarded by 10:00 today. it's one of the reasons why when i say buy on a pullback, i actually mean -- buy on a pullback! don't just sit there, buy something. preferably something you plan to buy when the market was higher. just as the whole market can get too negative at once, the commentary on individual stocks can get way too negative, too. with those stocks overshooting on the downside. that may be when you get some of your best buying opportunities. they're worth examining. come into the quarter of stocks with me and check out the bullish verdicts. how about bed, bath & beyond. a retailer everyone thinks it's just getting crushed by amazon.

in fact, bed bath was metaphorically pronounced dead yesterday morning on the eve of its earnings after the bell. when william blair downgraded the stock to buy from hold, even though the stock had already been mercilessly hammered ahead of time, down 20% going into the session, william blair thought the same store sales would be even softer than wall street was expecting. they were expecting soft numbers. and another pummelling could be in store. instead, bed bath shot the lights out on every line. and three times the just slashed run rate that william blair analyst was betting on. then the company gave even stronger guidance for the fourth quarter, that's the key holiday period. and said it's accelerating the amazing buyback that's already retired a quarter of the share count in three year's time. now, that is a upside surprise.

to analogize the baseball, the runners were way too negative and got picked off leaning the wrong way. and that sent the stock up 7.4%. you know what, i don't think it's done going higher. how about a shockingly high perception for what was thought to be a ho hum ipo. citizens financial, cfg, the royal bank of scotland spinoff priced at 21.50, opened there, no premium, then dropped down below the offering price, people are saying, uh-oh, and then it reversed and finished up rallying 7.35%. we hardly ever see that pattern of down break and then rally. people were expecting little from this deal, including me, instead of turning into a rocket. underperforming ipo and boring group turns -- then there's oil. for days on end, we've watched the price of crude go down, taking with it not just the whole oil and gas complex, but the entire stock market.

as people worried this key commodity's decline was somehow signaling a larger, economic slowdown, could be in the offing. not merely a developing glut from all the shale plays we've been talking about. i've said over and over again that the stock market can be dysfunctional for days on end. and this decline has been a perfect example of just how stupid the market can be. naturally when it goes down, there's a reaction in the real world, and that reaction is quite different from the constrained and often barely coherent stock market world. oil's decline means lower prices at the pump for the consumer and lower packaging costs for the big consumer packaged goods companies. news flash, that's good. yet, the oil price plummet has had a dampening effect for days on end of the entire s&p 500. that's what i call the insidious moron effect. that comes from the thoughtless computer driven algorithms.

today we got the real world impact. lower gasoline means more dollars in the consumer's pocket. so what happens? up flies chipotle and panera bread. an enormous decline in wheat prices. why not? you can afford to splurge on the guac. disney regained lost momentum, darden breaks out. since it too is levered to the price of gasoline as the olive garden led chain has demonstrated time and again, costco goes to new highs, even walmart rallies the most it has in ages. monster beverage and hershey, two companies with plenty on the line at convenience stores which thrive off of lower gasoline prices and spur of the moment buys. they take off. home depot reveals more bad news about the credit card breach which produces more positive momentum in the stock. can you imagine where hd would be without that breach? $100 instead of $92. plus, uber consumer goods

company and endless cramer fave, the heavily shorted gopro rallies again. as word comes out that you can't meet -- they cannot meet the demand for the new device. i may have to do this show for now on with a gopro on. but more important, finally the big takers of oil and gas ignite. i've been waiting for this to happen. ppg, a chemical company. they rallied hard as they're huge consumers of natural gas which has gone down. proctor, pepsico, coca-cola. they all take off as they should have been doing all along because packaging and shipping are their biggest costs. what, you thought it was going to be corn flakes? the water that goes into soda. even the beleaguered mcdonald's, which has crept up after terrible numbers, jumped a dollar on good gasoline news. this is the delayed reaction that i've been waiting for.

and it's happened at last. as common sense so often absent in the marketplace. although oil bounced taking many oil stocks up with it, too. that's how you got the last charge up in the averages. now, as always, reported not so hot number. we turn on the home builders even though i told you time and again the home builders have differences, they shouldn't be traded like commodities. apple took a well-deserved breather. i'm sure people will say that's because the new bigger phones bend and are too big for your face. i think you should be glad you don't have a bigger face. you should stop complaining. nevertheless, today was a reminder of when we're down day after day you can expect the positive reaction to occur, especially when it's a commodity related decline. that's why the bottom line is unless there's something truly systemic and terrible going on rather than the usual doom and gloom, you have to be on the lockout for a snapback rally based on the rationalism that every now and then does seem to

prevail above the mindless commuters, which now control the vast majority of trading on wall street. al in california. al? >> reporter: hi, jim, how you doing? >> real good, al. how are you? >> caller: you're kind to ask. i'm well. i'm calling about elizabeth arden who has a senior note outstanding. and it can be bought for less than $90, jim, and it has a 9.5% yield on maturitmaturity. the reason it's so generous, the company reported a terrible june quarter. but goldman sachs has found a strategic partner for them, which is already injected $50 million of equity capital and they have a tender offer for another 20% of the outstanding common. my question is, are the senior notes money good? >> no, al, you don't reach for yield. upside limited, downside, pretty much unfathomable. i really don't want to come near this stock. they have just disappointed and

disappointed. they cannot shoot straight. kevin in arizona, kevin? >> hi, jim. it's great to talk to you. you're a brilliant man. and we all know it and thanks for what you do for us. >> i wish i were better. thank you. what's happening? >> well, endocyte. they have a lot of cash and good drugs they're working in the pipeline. and i was wanting to know what the immediate future holds. >> this one's not working. it's not working. i tend to -- i like to spec. you know that. i'm the only guy on tv that says it's okay to do some speculation. i'm not a fan of endocyte. i've been using a lot of sites that fit much better. i prefer those to endocyte. the power of positivity. unless there's something systemic going on, be on the lookout and stop selling everything. today was the perfect example of

why you should never get too negative. "mad money" tonight. walmart wants to take a bigger share of your wallet. the retail giant announced a big move into banking today by partnering with green dot. the real winner still flying under the radar screen. thyme going to clue you into the company that could cash out on this deal. and speaking of cash, paychex after earnings, is there a bigger catalyst coming soon? i'm talking with the ceo and finding out. but first, the iconic american companies that are as profitable as they are patriotic. i've got the list. you stick with cramer. 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. "hello. you can go ahead and put your bag right here."

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biotechs so exciting so phenomenal in this country. in what can only be described as

a gloomy moment in the united states and the world. i tend to take solace in what's happening in this amazing group. which is a terrific reminder of our nation's innovative spirit and fabulous science. let's take cellgene. long my favorite, except when regeneron introduces another in the battle. sent stocks soaring up $3.09. every one of these was strong today. when i wrote get rich carefully, i praised the group embracing the four horsemen of biotech. namely celgene, gilead and regeneron. a quartet that has performed astoundingly. led by gilead. yes, all four stocks, all four horsemen were up huge today. gilead up 4% for the year, that's astronomical.

but ccelgene is the worst performer of the four. i wonder if that might be about to change. in the last 24 hours, celgene has gotten fda approval for the drug to be used against plaque psorias psoriasis. the first leg is its vast franchise for blood cancers. the third, coincidentally just got approval in switzerland for use against pancreatic cancer and a form of fatal breast cancer. well, breast cancer that's often fatal. these breakthroughs. as a matter of fact, it's the first treatment for pancreatic cancer. this would be a drug for a disease long considered a death sentence. now, i know that these approvals are wildly considered to be baked into the stock. i read all the research. this is what everybody said, every single firm. but you know what, there have been other approvals for these drugs, but i think this is stark. it's the wrong way to look at it.

these moves made celgene far less dependent on the blood cancer drug. which allows investors to pay far more for its earnings stream now it's more diversified. that is a big deal. i think this stock can go much higher because of the new multiple revenue streams away from revlamid. take a look at the epic move today in another cramer fave run by dr. ron cohen, which has a fantastic franchise for improving the motion of people affected by multiple sclerosis and debilitating strokes. the company bought civitas therapeutics, an experiment that will phase three medicine for

pa parkinson's. rallied on the news. it's got new products galore, great growth prospects in the pipe and no economic sensitivity whatsoever. i'm well aware that the so-called excitement in pharmaceuticals right now revolves around the soap opera that is allergen, activist. valiant preannounced better than expected numbers and soared on the news completed the hostile takeover for allergen. so key to the merger hopes? activist will be allergen's white knight, i don't think so. this tide is lifting all four boe boats, you know which name is favorite, allergen. i think the most lies with biotech, not with who's buying whose stories. in a world where we lack pride for our economy, don't take

profits, at least not yet. al in florida, al? >> caller: hey, jim, big thanks for "getting rich carefully." >> quite welcome. >> recently, you put me on biodelivery scientists. and i've already made some "mad money." and the next few weeks are going to be launching their fda approved medicine for pain management. >> right. >> they have a proprietary technology that treats pain without the addiction. they also partnered up with endo pharmaceuticals. i think they have another drug hitting in 2015. this is a tiny company right now, but they really seem to having something innovative. >> you know, i think that's right. my favorite pain franchise, because i think it is -- that's -- has the, i want to push it right now because it's also an inversion play. and richard pops is terrific. you're right, it's much more speculative. it is the investment,

biodelivery is the spec. from breakthrough treatment to breathtaking climbs, celgene, your day to shine. and i bet you'll glow for a while more. much more "mad money" ahead. tonight, i'll introduce you to a couple players in the space are potentially going to knock your portfolio's socks off! and a read on america's employment situation ahead of next week's all-important job number. plus, i'll give your portfolio a check-up when we play, am i diversified? stick with cramer. they're custom made trains.

you can't get any better than that. siemens trains are not your grandparent's technology. they're something that's gonna change the cities we live in today. i find it so fascinating how many people ride this and go to work every single day. i'm one of the lucky guys. i get to play with trains. people say, "wow, we still build that in the united states?" and we say, "yeah, we do!"

all week, i'm taking you on a magical mystery tour of a business that's almost hidden in plain sight. and that's the global payments industry. we talked about the thriving credit card companies and the ailing hyper competitive money transfer space. a lot of chatter about that, by the way. and tonight, i want to talk to you about a new trend here, that's the rapid rise of prepaid cards. this has become a huge industry. in the united states alone, retail purchases made with prepaid cards should top $200 billion. that's roughly 5% of all retail spending in the country. that includes everything from prepaid credit and debit cards to payroll cards, gift cards and customer loyalty cards. this whole prepaid idea has taken off.

prepaid cards have always been popular among people with bad credit who can't get approved for a regular credit card. but they also appeal to people without bank accounts or people who are unsatisfied with banks. and remember, a lot of folks out there now have a very post great depression attitude toward financial institutions. meaning the only bank they trust is the first national bank of serta or tempurpedic. i don't know how you hide cash in that mattress. lately they've been embracing prepaid cards as a safe way to give their kids money without having to co-sign for a bank account or credit card. which is something that could trash your credit score if your children turn out to be, let's say, lazy about paying their bills on time or may be a little bit irresponsible as kids often are. meanwhile, at the other end of the spectrum, you'll see baby boomers giving prepaid cards to their aging parents if they have to start keeping track -- have

trouble keeping track of money. more important, merchants love these cards, too. walmart, target and best buy all offer a range of prepaid cards while lots of smaller retailers and restaurants aggressively sell their own gift cards. from their perspective, a prepaid card is better than cash. because in addition to driving more sales, it also lets companies keep track of their customers' preferences. at this point, these things have become mass market products with roughly 23% of the u.s. population holding some form of prepaid card. when i started this series, i did not think it was anywhere that. i was thinking 10% to 15% was a lot. let me tell you about two potential ways to play this rapidly growing trend. the first is green dot which you've been watching all day, you know people talked about. and then black hawk network holdings. so let's start with green dot, gdot. the largest player in the general purpose reloadable prepaid card space. if you get a prepaid mastercard or visa debit card, there's a good chance it's from green dot.

the company has twice the number of active cards in circulation as the next closest competitor. greendot is technically a bank. albeit, a high-tech one. instead, their cards are available at roughly 90,000 retail locations across the country, including drugs stores, convenience stores and big box retailers. before i tell you anything else, you should know the shares, they took off, they soared today. and while i do like greendot the company, i think it would be crazy to chase the stock at these levels. i wish i'd done this series last week. it's got a small market cap, $860 million. that makes it volatile, but i've got to tell you, this one is real good. with that out of the way, let me explain why i think greendot belongs on your shopping list. we just had a pullback and people saying what should i buy? this is the type of stock you buy into the weakness. first, why did the stock rocket higher today? because we learned that walmart is going to do a nationwide rollout of green dot's go bank

product. which is actually a full featured mobile checking account. that's right, you walk into a walmart, you do have to go to walmart to do it. you buy a go bank card and suddenly, you'll have a green dot checking account that you can manage online. about the fastest and easiest way to open a bank account i have ever heard of. but was that walmart deal enough to send this stock into the stratosphere? no, it's what people are reading into the deal. you see walmart is green dot's largest distributor of prepaid cards. i hate that kind of level of dependence. now, next year green dot's contract with walmart is up for renewal and this new partnership on go bank made some speculators feel that walmart won't hike up the commission it takes when they renegotiate with go dot next year. i think that's an absurdly optimistic take on the

situation. hence why i'm not willing to recommend it up dramatically. walmart's been able to hike up the commission rate. the last time they managed to increase it by 4 percentage points. now, let's understand each other, it doesn't mean it's not going to be terrific. i just think this time will not be different. walmart has no friends. it's all about economics. you know, they're like the show, remember i say at the top, not about friends, about money, that's walmart. and given they represent more than half of green dot sales, they know they have all the leverage here. i think the rally maybe was too exuberant. while green dot's the largest player in the prepaid card space, the fact is, competitors trying to get a piece of this action. everyone, i think green dot's got a real edger. you should be a little careful given the enormous spike into the stock today, my view is that you should wait for green dot to pull back something under 20. maybe less before you pull the trigger. how about the one i really like?

how about black hawk network holdings, symbol hawk. it's a leading distributor. $10 billion in transactions last year. that number should rise by 38% for 2014. that's gigantic growth. anything in the 30s is always pretty darn impressive. the company provided brand, branded gift cards for 600 different brands. they run incentive and loyalty programs for 2,000 business partners and an online gift card exchange. the independent company in april of last year. i like this company. i think its broad distribution network with 45,000 points and 130,000 overseas creates a powerful competitive mode. i am always shocked that someone doesn't come in and snap up this company for a much higher price. unlike green dot, black hawk is diversified among many different

retailers, not totally dependent on walmart. and while there's definitely more competition than prepaid space, the fact that the company has so many different offerings from regular prepaid cards to loyalty cards makes it a terrific way to play the growth of the controversial industry. it's one of the few prepaid companies that's actually taking market share. company's forecasting volume growth of 40% for the year, remarkable. plus, it has a great international growth runway overseas business growing at a 60% clip. that's right. that's not a typo. it's 60%. the one issue here is that as a gift card player, black hawk has a ton of exposure into the holiday season. kind of like when you have a company with all that business in tax season. a fourth quarter accounts for 45% of the company's revenues. but given that we're headed into the holiday seasonal right now, i don't think that's a reason not to buy it. i think it's a perfectly good reason to pick some up! now the stock is currently trading at 18.6 times next year's earnings. it's pretty inexpensive.

anything below the growth rate is good. my view, start small with blackhawk, maybe a quarter of your position tomorrow and wait for the next spasm of market wide weakness before you buy more. don't think we have those after a day like today? here's the bottom line, the prepaid industry is on fire here, growing like a weed, which is why i think black hawk's a buy right here where green dot could be worth picking up after it cools down from today's enormous rally. how about we go to singh in california? >> caller: -- paypal. and i own shares of ebay, sell or hold? >> no, ebay's fine. it's not great. you're in ebay because you feel one day you're going to wake up and they're going to split off paypal or there'll be an activist that makes them do it. i like ebay, but boy, apple, what can i tell you? another opportunity to buy apple. they just keep giving them to

you. and if you take each one, think about what you would -- how you would have done for the last, i don't know, 1,000%. reya in alabama. raya? >> caller: yeah. boo-yah or, i don't know how to say that. >> you're from the south. you've got the right to say it any way you want. what's going on? >> well, actually i got in a car accident and i just now received over $100,000. >> okay. >> caller: and i want to buy stock in bank of america. >> okay. now, remember we're not going to put any more than 20% in one stock because that would be a violation of our rules of diversification here. bank of america is a huge position for actionsalertplus.com. we like it very much. we think at this pace, the stock is on target to hit 18, 19 in the next six to eight months. you're in really good hands

owning some bank of america. all right. just got paid? prepaid that is, the industry is on fire. take a look at blackhawk at these levels, green dot on a pullback, but this money series, i'm loving it. much more "mad money" ahead. paychex has the pulse of america's payrolls and ticking up today on a solid quarter. really sweet. is the u.s. economy strong enough to keep it moving in the right direction? i'm going to ask the ceo fresh off earnings. and find out if your portfolio is strong enough to ride out a potential storm when we play am i diversified? i'm taking all your calls, even if you bench your iphone. "lightning round's" coming up just ahead.

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no kidding, rest of the world seems to be in rough shape, but the u.s., hanging in there. which is why, and i think it's so important we keep taking the pulse of our economy. especially the employment situation. and if you want to get a read on employment, it's always worth checking in with paychex. payx, the number two payroll processor, specialized as small and medium sized businesses, the kind that actually create jobs. they don't do this stuff. like the big dogs. plus, paychex also has a growing outsource human resources

division and the company made a series of small softwares and service acquisitions. paychex just delivered a strong quarter. a one cent beat, higher than expected revenues, management reaffirmed the full-year outlook. the revenues grew by 4.5%. better than the 4% number than wall street was looking for. as well as higher checks per payroll and higher revenue per check. the last two suggesting a stronger job market. paychex is a company that makes a killing when short-term interest rates move higher. that they bring in. and, you remember, they take the money in and have to pay it out for the check later. until rates rise, though, the company's paying you to wait with a bountiful dividend that yields 3.5%. let's take a closer look with marty the president and ceo of paychex and hear more about the quarter and where the small businesses are hiring. welcome back to "mad money." >> hey, jim, thanks for having me.

>> okay, marty, looks like obviously the street loves the quarter. i'm trying to figure out whether it's because of the growth in new business, the incredibly strong human resources. or the fact you said, listen, we're going to accelerate our sales force growth because we have so much business. >> yeah, i think it's a little combination of all of those. we're a solid performer, come in with what's expected or a little bit above that. we've got a solid financial position. almost $1 billion in cash now. you've mentioned the great dividend yield and the sales were really strong in the first quarter. coming off the second half of last year. so nice momentum to get the new fiscal year started for us. >> now, marty, at one point in the conference call, you're asked about have you seen slower hiring than lately, and you did say that the hiring has been tempered a little bit the last three or four months, although it's stronger than last year. i thought it was pretty interesting that you could do this quarter with that tempered

hiring growth. how come you were able to do even better than you were when business was actually -- when more businesses were being formed before this quarter? >> yeah, i think, we're getting more effective in the sales approach. you know, we -- we've built a couple of new bank referrals, give us referrals for sales, franchises, something we started really the last year, last 18 months has come on pretty strong. not only our strong cpa referral channel for new sales, but now banks and franchises are recommending paychex. and it's really helping us, not only that, we're doing some virtual sales. so we're selling over the phone into areas where we're not. and that is really picking up traction, as well. >> this was the first time i said, oh, boy, do i have to start worrying about brazil and germany? i'm always thrilled when companies expand, is paychex, is this the right time to be aggressive in those two areas? >> yeah, i think it is. you know, germany's still pretty strong from an economy standpoint, certainly for

europe. and we doubled our size there with an acquisition last year, both are doing very well from a sales perspective and a client retention. and brazil, which really just kicked off last january is showing some real traction to get started. we're working a lot with the cpas there to develop the referral channel and doing some of their back office work to get started, as well. we're really off to a pretty good start in both countries. and you know, jim, we're keeping it central to those two countries and maybe another one in the future. we're not spreading ourselves too thin. the big opportunity is in the u.s., though. >> let's talk about the tail wind in the u.s. versus the actual same thing which could be the head wind. i look at the affordable care act and i think, i've got to throw my hands up, i've had people come to me saying please explain it and full disclosure, i'm a paychex client, but i also know that there are people who are afraid to expand past a certain point because they're afraid that they get caught by the 50-person rule. is the affordable care act an

out and out plus for you? or a plus and a negative given that some companies are afraid to hire. >> i think it's a plus and a negative right now. i think it has kind of slowed down companies from hiring. when they see the sales coming in, they see consumer confidence up like it is. i think they'll start hiring. but they are hiring a little bit more part-time. they're being careful about the 50 rule. they're confused as to when it starts. but that's when a company, as you said, like paychex can come in and help them out. we have a number of products that can help them tell what they need to do, when they need to do it, and we can do it for them. i think the insurance sales will be able to tell in the next few months. a lot of the benefit plans change hands and you'll see a lot more activity in the october/november time frame for new plans. >> all right. one last question. i was thinking one of the reasons why the stock was so strong wasn't it was just a good quarter. but now people can look forward to fed funds rate going higher. that is all the chatter of all the hedge funds.

if you got a percent increase in fed funds, what does it do to paychex' bottom line? >> yeah, 1% is about 20 million in annual revenue. it does mean a lot to us. and i think the feds, you know, have come out pretty strong about raising the short-term interest rates next year, 2015. they seem to be trying to find a way to do it. as fast as they can, but as easy as they can. it means a lot to us, 1%, about $20 million in revenue. >> that is a lot of money. thank you so much, marty, p t president and ceo of paychex. this stock is a buy. "mad money's" back after the break. "hello. you can go ahead and put your bag right here."

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ahhh-ahhhhhh aflac! and reach, toes blossoming... not that great at yoga. yeah, but when i slipped a disk he paid my claim in just four days. ahh! four days? yep. find out how fast aflac can pay you, at aflac.com. it is time! it is time for the "lightning round" on cramer's "mad money." rapid-fire calls. say the name of the stock, i tell you whether to buy or sell. play until this sound -- and then the "lightning round" is over. are you ready ske-daddy. start with bella, bella! >> caller: hi, jim. >> hello. >> caller: i like your show. >> thank you. >> caller: and i'd like to know that home depot how high it's

going to go before -- >> okay. i've got to tell you, given the fact there's this terrible story about the breach on credit cards and did not send the stock down for more than a minute. i think home depot goes higher! kelly in texas, kelly! >> hey, jim. big boo-yah from belmont, texas. >> love it. i've been there. oil and -- what's up? >> caller: yeah. definitely. i bought coca-cola from a roth i.r.a. wanting to sell long-term stocks. should i keep it? >> yeah, you can keep it, but pepsico is better. coca-cola's going to go higher because the raw costs are going down and management's feeling heat to do a better job. matt in california, matt? >> caller: happy new year, jim. >> same to you, matt. and happy and healthy. what's up? >> caller: you think yelp is going to get anywhere back to 100? >> yes, i do. and if it doesn't get there by earnings, it'll get there by takeover. i'd buy yelp and put them all

together and be the dominant player in going out to eat and getting the stuff home. let's go to fay in pennsylvania, fay? >> caller: yes, jim, hi. thanks for taking my call. >> of course. >> i just wanted to know about kraft -- >> a little earnings challenged, but you know, what restructuring and the stock can go higher. john in texas, john? >> caller: greetings, jim. greetings from stevenville, texas. how are you today? >> i'm okay. how are you, sir? >> caller: good. i noticed it peaked back in late last year and it's been in a downhill trend ever since. >> yeah, gas to liquids, not doing that well. some of the divisions aren't well. i don't think this stock is ready to go higher. holly in oregon, holly? >> caller: oh, jim cramer! today my son was born, he's 26. happy birthday, chris. i'm asking about advd. it split and hasn't done

anything! >> oh, okay. yeah, i like it, but i like constellation and i like tap more. i think is the best right now. constellation and then ambev. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. ♪ time and sales data. split-second stats. ♪ its so close to the options floor, you'll bust your brain-box. all on thinkorswim, from td ameritrade.

is this the best september we've had in a while?

or should we be worried that october will be bad? we really can't tell where the market will be tomorrow from yesterday's slump, today's uptick. i say it's best you prepare your portfolio, take on anything the market may throw at you. and the best way to do that, you guessed it, we play am i diversified. diversificati diversification. breakup play, dividends, try to make it so not all eggs in one basket. why don't we start wi wiwit with @brickhan65. i was a little feisty this morning. made it, i was a difference maker. all right, jim, i have visa, boeing, altria, tal -- let me get that one, i want to be sure what i'm -- t.a.l. is, don't want to mess these up. that's tal international, releasing company, nhcn, the real estate investment trust.

got nice yield going here. i like the yield, there we go. and thank you all. boeing, you know, i'm a big fan and it's coming back and thank heavens, worried about the dollar there, altria, tobacco company, and visa is the fantastic payments processor that we've been using. we've got leasing company, a real estate investment trust that's more health care oriented. we have a tobacco company and we have aerospace with good yield. i really like this portfolio. i just want to go on record f for @brickhands65, which is often the way i feel about some of our receivers on a bad day. okay. let's go to keith in texas. keith? >> caller: big jim, a big pcu boo-yah to ya. >> how much do i like that? it's just extraordinary. how can i help?

>> this is what i'm trading right now. i've got southwest airlines. >> love. >> energy transfer partners. >> okay. >> caller: rathion, white waves and a drug company novartis. >> holy cow, man. where do people get these unbelievable portfolios? did you see, by the way, most of the missiles in play in the last 48 hours are ratheon missiles? we think it's terrific. let's start there, defense contractor. southwest air has become my favorite airline, love. they've got the most consistent record. love is not for sale. luv. ha. white wave is the natural and organic company i know i think it's been bought by someone already. but it hasn't. we like it. it's a great drug company, energy transfer is a company i gave up on too soon. it's a pipeline company. it's a pipeline, it's a defense, an airline, organic drug.

john in california, john? >> caller: hi, jimbo. big boo-yah to ya from san diego, california. >> chargers. chargers. what can i say? >> here we go, jim. here's my five stocks. number one is aig. number two is boeing, number three is petroleum, number four is alaska airlines and number five is wynn resorts. >> a nothing but net day. boeing, we've covered that one, terrific aerospace company, those who gave up on it, gave up prematurely. aig, terrific insurance company, occident occidental, merrill lynch made it a number one stock today. but it's still an airline, got to be careful. alaska air was formally the best performing airline company. there's nothing wrong with that. and wynn too levered to china of

late. long-term it's a winner. we've got gaming, aerospace, airline, which is different from aerospace, occidental is an oil and aig is an insurance company. i like. why don't we go to glenda in south carolina? glenda? >> caller: hi, jim. this is glenda in south carolina. my five stocks are disney, delta, kroger and national oil well and apple. >> i'm quitting my job. these people are better than i am. so, nice to meet you. okay. delta, terrific airline, kroger, my favorite super market play, apple, don't trade it, own it. disney, nice combo with hasbro today and hasbro went up more. national oil well, n.o.v., the best oil manufacturing equipment company there is. oil manufacturing equipment, entertainment, technology, supermarket, airline, wow. >> that was easy. >> stay with cramer.

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and making something stronger... will mean making it lighter. one day, factories will work with the cloud. one day... is today. snap back action can be terrific. but now we've got to follow through. and the way to follow through is some settlement between russia

and ukraine that would send it so the earnings estimates would go higher, not just the stocks which is what i'm really concerned about. happy new year, jewish new year happy new year, jewish new year to everyone. >> look, scarface was a gangster, but that [bleep] was fiction. [bleep] charles cosby -- that [bleep] a living legend. that [bleep] the real scarface [bleep] that dude was flipping down. >> ♪ i'm the godfather, head honcho ♪ ♪ married to the game like griselda blanco ♪ ♪ put the keys in the closet in my condo ♪ ♪ bulletproof vest on my chest like poncho ♪ >> ♪ incredible >> ♪ i clap like an encore ♪ for the right price, i'll turn you to a john doe ♪ ♪ went from a bronco to the bentley keys ♪