>> such an opportunity and you screwed it up. his option trade was not, but i'm down right sanguine over facebook earnings next week. i like facebook. >> thanks so much for watching. see >> i'm melissa lee, thanks so much for watching. see you back here again tomorrow aá5:00. meantime, "mad money" with jim cramer starts right now. my mission is simple, to make you money.r i'm here to level the playing there's always a bull market somewhere. and i promise to help you find it. hey, i'm cramer.fáñw3t(ó[l%55]üb other people want to make friends, i'm just trying to make you a little money. my job is not just to entertain, but to educate and teach you. so call me at e11-800-743-cnbc.r or, of course, tweet me @jimcramer. could they be more oppos(ññ

the innovator, been a terrific leader up over 24% for the +e'r which just trounsed the earnings huge numbers. on the other hand, you have ibmk the once glowing technology company which saw its stock get absolutely pummelled on a miserable earnings report today falling 7%lpi] because its businesses are int( wholesale retreat.e@r(t&háhp &hc% amazingly, despite the size of average,$auz index barely blinked, finished up 19 points. ibm off that much. while the s&p climbedz].91% and the nasdaq e1e11.35% as the mar seems to be embracing myfá bottoming thesis outline last friday. ue all know what to do with apple. i've said it over and over again that apple should not be tradedr >> buy, buy, buy! sell, oksell, sell! >> it should bexj( okowned.c i feel no different after thexd

company reported an earnings b]$ñ off xd$1.31 basis which mu higher than expected revenues. you know we care more about that than anything else. that's real growth. 339.5 million iphones sold. in five years. even better, management gave quarter. this is why we don't flip in and out of apple, we own the darn thing and watch it go higher long-term. you have to hopeok that one of these always complaining analysts who follows apple says this is as good as it gets and downgrades the stock. >> sell,>dsell, sell! >>e1 on some not perfect gross margin thesis so you can get in tomorrow. they love playing that game. i hate it!t(fá i think that what's more important,ó[ though, is the contrast between apple ande1 ib. one, a cheap fabulous growth stock that's inventive, and the other inexpensive stock thatjf looks cheap because it has very few inventions and no growth at

all. but first, a little background. beealso known by their acronyml bunch. these were the leaders, the companies of big corporations hardware needs. and then there was ibm.w3 solutions hardware ande1 softwa1 pioneered the personal ccompute, figuredc+eñ how to solve all the technology needs soup to nuts.if so one by one, each of these companies, a bunch fell byt( th wayside. in part because young i]upstart that have been ñrvanquished, an also because ibmxd succeeded as w commoditized.ñi ultimatelye1 merged toxd form ts which is sadly a shadow of its former self. control data and honeywell got out of!úhe business entirely.t( >> all aboard! >> and ncr workedxd back in a

company that largely makes transactions machines. yes, that's the old national cash register. because of how many times its earnings disappointed. curiously,lp ironically, the stk disappointing earnings report and fellok i]21%. ibm's misery had company %z w3 mcr. but to a degree it has become a o cf1 o now become a shadowjf of its former self. today's abjectly terrible number, and i say that because ibm admitted it was horrendous left a lasting impression, because other than the company down significant in tech today. whatsoever.xd ibm no longer represents a very important company. it's just not.ç industry. as ibm, it's no longer the tech that -- tech companies that we really focus on anymore.xd

just a big dow stock. now, people are fleeing from ibm'st( expensive one-stop software and hardware solution right now and going toward inexpensive clou$[o; solutions.watr(t&háhp &hc% ibm's trying to catch up in the growth business for them.rr(t&h% but like many leg!cñ t(companie including oracle and to a certain extent, s.a.p., which also reported not so hot number last night inw3p, europe. are right out of the donner s.a.p.'s a fine young cannibal ñbu. but by that token, a nasty old cannibal.t( itself. and takes the money that comes in,e1i] makes a few small acquisitions and keeps buying e

heard palpable to flagw3 was th mention of the partnership with apple. where ibm will supply and i quote a newfáñi class of enterp ready mobile first business applications for apple'sw3 operating system next year.ok i like this cyber security business, too, but it's large, but not the needle mover. i'm trying to be sympathetic, believe me. frankly, i don't know how much to blame rometti who only became ceo january 2012. she inherited a five-year plan by the previous ceo for earning $20çó a share in 2015. that would've had the companyxd growing kf& earnings at 12% to 15%çó annual clip, a totally except now ibm doesn't have the ju numbers to buy back the sto]+k % and she had to abandon the five-year plan with this horrendous quarter.xd especially since thelp company missed the first quarter after it laid out the scheme. maybe it's good news th'4e ibm, expectations for ibmt( are now least let's say realistic. the problem is that they'refá

realistically bad and the conference call is an openok rebellion against the company. analysts took turns beating up management saying everything from this is the same oldw3 sam old to the new expectations are already too high. embarrassment. now, all that said, what's really wrong with ibm? how aboutlp -- pretty much what really right with apple. including the results from this quarter. ibm turned out to have no interactive, and only ae1 shado of a cloud. only açó cirrus or cumulus. apple's been working on it allx but social. socialok per se, but also to be fair, ibm would tell you they'ri going to be dominant in all of those things. i mean, yeah, okay. okay. the only solution for ibm is to crater the earnings, make a huge acquisition that could actually show growth, even if it's something buying a yahoo where it can have a stake in ali baba. and maybe something asñr4÷t( -- something current?okñi i would say cool,ñr buto[i that kind of glib. netflix, and it should pick up ñó[ alto networks,3w yelpq

socialm%bile. search ñiinteractivity, connectivity, something that mobile, anythingxdi]. here's the bottom line, relevanceñiq matter. the relevance that apple has in demonstrating tonight's quarter. honey well is the only one that got out in one piece. i wouldç"substitute an "i" for the çó+"h," except ñibunci does soundñr like much of an añicrac but then maybe ibm isn't much of one anymore either. robert in pennsylvania? robert?qçóçó >> caller: happy boo-yah to9ok professorym cramer. >> i'll takexd it. what's going on? >> caller: i want to thank you for the past decade on the insight on the market. >> thank you, man. i'm!mut here every day. a big koshoutout to my friends espn who tv they like toçó listn to me every day, and thank you very much. ñgu

>> caller: okay.ymo cf1 o hey,ñr we reported last thursda it beat earnings, trading 11 jim, is this a good investment? buy, sell or hold? i've been ac backer ever since t cratgú to the teens and i'm a huge buyer of blackstone. i think it's great. i like the ymreorganization, dog a lot of things right. ignore.t( kenny in california? kenny? >> caller: boo-yah from the heart of silicon valley here in sunnyvale, california. >> excellent. >> caller: inp, your earnings calendar last week, i was hoping you'd cover microsoft.s7g should i continue, hold, sell or buy more? >> look, my charitable trusta5 owns microsoft knocked down by a disappointments last week. i think it's going to rally. now, it's a very in[8áq'sive r stock. i'm not telling you to buy ite1 sv breakout. i am saying that it's worth a lot and if they break up the ifá needr/ásju(p&l. i'm going to sid in

massachusetts. sid? >> caller: hey, jim, how's it going? >> real good,xd sid, how about you? >> i'm good. i'd like to give a quick that's possible. >> of course. you just did. i can't repeal the shout-out. >> caller: i had a quick 3wo cfo question. last thursday i bought golar lng. >> really? >> caller: yeah. thinking thexd market bottomed t since the stock hit a 52-weekok high a month ago. i wanted to know what you think about that < nvestment. >> well, look,lp looks like -- this is a segment that is under such pressure. tonight saying,qxd listen, enou already with the negativity.xd in specific. but you may have caught a short-term bottom, and i like á

from over, but i won't need another second to crown the worst ipo of the year.lp then, could panera bread cook up a comeback? don't miss my take on whether or noti] this restaurantxd has the ingredients to rise again. ncht yrrbujj survive the next selloff? survive the next selloff? i have tp$ú every american will need at one point in their lives. why don't you stick with cramer? >>v@6on't miss a second of "mad money." follow @jimcramer on twitter. have a question?fá tweet ñrcramer, e1#madtweets. madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.fá we needed 30 new hires for our call center.

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becomes public with a truly hideous ipo,t( it's a telltale sign that the stock is simply untouchable.lp some of youlp absolutely do not want to own. that's why tonight i want to circldzback to one of the most the year.

kng for the home gamers. the mobileok developer behind public at the peak of the ipo madness this spring. in fact, i think this deal may have marked the absolute peak.lp march 25th, $22.50 a share. exchange with dressed up figures or if anythifigurines, maybe. it was a whole production which is never a good sign, take a look.t( >> jim,xd you were threatening th1um! toys over there. >> they're annoyingñr the heck t of me. i think i could take them. evenxd yeah, yeah, you!ñhr(t&háhp &hc% oh, yeah, you look -- yeah, you're fine.ñixd >> you know thingsçó aren't goi to end well. sure enough, the stock ventilated on the first day opening down $12.50 andt( closi down 15.6% at $19.

i'm calling it a red flag.t(c at the time, king digital's stock seemed cheap, trading low priced to earnings multiple. if you thought the judgment was too severe and de the stock in the wake of the heinous ipo. since then, you'vejf truly been hammered with king falling another 40% downjf to $11 and change. >> the house of pain. >> now, i don't have a perfect record on this one. unfortunately, i bought into the the ipo. but after the stock crashed and burned, i turned around and told you to sell, sell, sell. enough already, which is what i've been saying ever since. when the big brokerage firms initiated coverage, they steered you imrt( the absolute wrong direction. evenñi after the terrible actio in the ipo, they bought into the hype, coming out with overwhelmingly positive that ignored or belittled the biggest risks. let me read you some of the

titles from the reports about as fun+0as that nut job thing i almost gave the beatdown to. here's one from barclay's, -- >> buy, buy, buy! >> thenñi there's deutsche bank it's good to be the king, buy.w1 specific classw3 -5buuzi] like outperform with a $20 target. bmo, content is king. credit suisse with a report tit "keep calm and play on," outperform. and let's not forget jpmorgan which told you, king wasçó lead in mobile gaming with candy tale and rapid growth on the farm, initiate at overweight. holy cow. i'll grant you3w some ofçó thes titles earn >ints for being wrong,xd sickeningly wrong. howú(@' so many analysts turn out so mistakençó about axd sto especially one with a negative first day. the mistake almost all made was zynga, the stock became public

atrauz end of 2011 and '10 and crashed and burned the next year the stc $2 and change. i think that ceo's good but no the thesis from these analysts with simple. king digital was a lot cheaper than czynga was and kingc digital's numbers lookedçó bett than zynga's, too.çó here's the problem with this kind of analysis.çó it was a total disaster, i mean, like so what? if your bullish thesis is a stock has better valuation than stocks of the era, that's not a reason to d?je9ñ it's merely theñi ultimate exame of damning with faint praise.a5 hey, it'sñi better than zynga ia almost every single publicly traded company out there. if these analysts had compared king digital to táñ+oh=i vidagame space,okuhtactivision d take two interactive,w3 it woul have been clear this stock was extremely overvalued.

but, look, even if you accepted the0l thesis a reasonable valuation, that valuation only made sense if thezv company can continue to deliver the same level of growth it had been producing before it came public. nope, didn't happen. king's growth slowed. lower. but this argument was simply not examined critically by theq controlled the pricing of king digital's i]ipo. although the buyers certainly figured it out. more seriously, king was basically a lpone-trick pony.o0% getting 70% from one game, candy crush. ?; given how difficult the business can be, the customers are fickld barriers to entry, there was a serious risk it would bee1 crushed, it would fall out of favor ore1 be eclipsed by the nt big thing and thew3 stock would indeed, get eviscerated. sure lpenough, all these fears came absolutely true.xdt( king digital's firstt( quarter t of the gate as a public company reported in may was not so hot.

but the second quarter reported back on august 12th was truly hideous. causing theu stock to fall fromá $18.20 dow.húrg that's a 23% decline in a singl] session. turns out, the worries about king's growth decelerating were well-founded as the company's gross bookingsxútt(sr'ed by jfj from the n2#vious quarter and the candy crush bookings specifically designed from the 9 's dailyxd active users shrank by 3% sequentially. but aáx because king's newer games failed to gain real traction. heok company's monthly unique players the wayó it monetizes, by selling 12% from the previous quarter and management struggled to explain the monetization issues on the conference call. the lpqokfull-yearbookings guid for 2014, the companyfá offeredo real visibility in the 2015. meaning management doesn't seem to have@pt handle on the company's future. it was the absolutely top in?; this company's business when it became public. meanwhile, king recentlyq

launched candy crush in china. they've had a lot of difficulty over there. something not unusual in this space as the markets are very ac]!qrujuñfár gaming. what's the note now besides the things go wrong? many of thesexd analysts initiay positivejf downgraded the stock after the mostxd recent spectacularly bad quarter. and the stock currentlyfá trade at just ñifá6.25 times next yea earnings estimates. it's a value trap. after the latest quarter, king digital extended the post ipo agreed not to sell untili] the company reports its full-year results for 2014.xd whoa. think aboutçq that.xd king digital has been crushed. but unlike any ipos that have been eviscerated, the lock-up is in place. there could be a tie tidal wav selling. i struggle to find a reason to buy. the bottom line, sure.w3 9ú

since it became public. and that's without any real insider selling. p" t when the t(extended lock-upfb t expires in a few months. you have to believe some of these guys are going to sell. they ownfrd 80% of king digital get a chance to cash out, it could be ugly. andñi there's no way the stock n they should jfrename the thingid move on before they unleasht( t insider selling hounds. joseph in nevada. joseph? >> hi, jim, boo-yah from las vegas. informative and entertaining show. >> thank you.e1 >> i've learned so much from you.ts7çxdt(r i watch yourc show every day an record it so i don't miss anything. i talked to people ate1 the reservoir tavern. what a great place that is. unfortunately, the bears in the park were not so hot. go ahead.ñir >> caller: my stock is fát.e.r. should i buy, sell or hold? >> you know, this stock has not been a great one.

i don't like that business right now. there are other companies in that business i don't really pass on terradyne.)kdñi÷ with the potential for a tidal wave of insider selling, well, earnings anyway. there's much more "mad money" ahead, including a restaurant knownñr for its bread.t( lately panera's fa[lgd to make your dough rise. is everything about the change or is it still too hot in the kitchen? plus,lp from cruise ships t costco, the impact ebola's having on stocks. stay with cramer.

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with the price of oil down big from the highs and the price of gasoline therefore coming down dramatically, as we head into the holidays, i"éeink it's time to get a little more positive about the america&hzmi% consumer.w33w3wvw kq!qññ how about with a +long, sufferió restaurant stock like panera bread that's been washed out. and to me, looks like it's bottomed. beginning of the month, the s&p 500 has fallen 3.5% but panera's rallied 5%.ok panera rallied despite a 3÷ decline in the discretionary

space. wow, i love that kind of action; ifq panera breadisk can hold up during that kind3wc of beatdown then i think the stockñr could ready to run when we get good news, which is why my charitable trust which you can follow along at ñr+actionalertsplus.com has last buying panera. panera's become a classic turnc the stock isq dramatically underperformed over the last two years following missteps on service, food quaviáv and a menq that was both not diverse enough "át last two years,çó panera's underperformed. investors worried about declining traffic, disappointing same-store sales. not to mention the departure ofg the chief financial cofficer. the cfo leaving the bottom for panera. an>5 the stockxd has been makin its way higher ever since. i think it deserves to go higher. higher still. and not just because i love the asian chicke;gn salad side ofçó bread or that my kids love it even more than i do. nope, it's because wall street's and it did so atñi the moment wn

finally, at last, started to get better.q i think this company's on the cusp of some major positive changes after two years of heavy investment spending. and that was gearu toward breathing new life into panera's brand. and boy, it was necessary. the high levels of spending, q though, will soon come to an end. and the improvements from that spending are just nowçó startin let me explain. 2012 and early 2013 when panera's traffic started declining, management began to o implement a number of initiatives to t(revitalize the growth trajectory, withxd a foc on improving the guest experience, increasing xd often menu in terms of food and maybe more important pricing. the best example of this may be the rollout of a new store design called panera 2.0. this wast( mentioned on the sho improve the customer experience and efficiencyw3 in the front o

the store while boosting throughput in the back so they can servet( more customers per hour. and, for example, you can place your orderu through alp kiosk o from a table without waiting in line.q designated pick-up areas for kitchen getting your food more quickly. developing this concept took hey, they wanted to get it absolutely right. that's the way they do things, which is why it's been a lousy performer over the last couple of years. but the newñi store design has finally b.arrived. the company plans to introduce thisi] panera 2.0 layout at 100 stores thisñ the end of 2015. and virtually every location by the end of 2016. why am i so excited about remodelling and this particular remodelling plan in specific??; because the company's already tested this concept in boston and charlotte. and results, they've been remodelled stores generated 1e3wñkw3 -- near double digit se store sales growth. that is incredible.

and the speed of service has seconds, which matters tremendously. and panera's rolled out a terrific rapid system. they'll let you place your order via the website or the mobile app and pick it up at the store no more mosh pit waiting. which, by the way, isn't my term, it'sq the term that the co used on "mad money."fbñi self-effacement is a good trade. meanwhile, a big beneficiary ofi lower, big beneficiary of lower pockets of every consumer. but of benefits directly from the declines in corn, wheat and soybea soybeans. corn and soybeans continuing to fall throughout t(october. that's a big deal if you're running a sandwich chain. and thesee1 costfáe1 savings wiw straight to panera's bottom you as the case with all of thesexd commodities, you want instant resultst( you won't see until nex%1xyear. then there's the reason whyw3 t company used to by my favorites,

it's a play on quality.e1 healthy, fresh foods at a time when consumers want.q panera could put upok 3,000 stos in the u.s. andñi canada, still big increase from the current t( 1,800 clocations. got a really terrific loyalty program. company plans to çóincrease the1 same-store sales count for the next several years. ìáhp &hc% growth. story, lacking for the past couple of years since the stock has traded sideways is strong same-store sales. remember, that's the key metric when we're talking retail and restaurant. panera xdsame-store salesñirnrf up .1%. i think we're seeing t(early. the full panera 2.0 rollout, couple of years. but the company has a greater variety of items, rolled outxd e rapid pick-up system forçó onli dk that's going to make a difference.ñi panera's been suffering fromfá á

yogi berra style. for ages to get your food. i think all of these things will help bolster sales. and once the numbers start to rebound, the earnings growth will get a kick in the pants not long after.e1 plus, when it comes to thei] company's same-store sales. going up against easy comparisons. remember, the market's kind of stupid like that, starting in december. and last year's polar vortexçó caused a hideous decline in numbers, send)' the same store sales down for the winter quarter. but once panera the lousy comps, it'll become much easier to post strong same store sales growth going forward. panerat(e1ñi bread doesn't have that fabulously to see it headed higher. trading at 23 times next year's earnings, and i think those estimates could turn outlp to b way too low, which would make panera cheap here, givenlp the % plus long-term growth rate and anotherlpok forecast i bet coul too conservative. which is why i'm recommending the stock today, despite the

fact that panera reports on tuesday of next week. i'm telling you to bet on -- i don't want you betting on the quarter, okay. i don't want you to do that. i would put on some of my position before we get the results, and then if the stock pullsg after this quarter, the comparisons start to get easierg it's not going to hurt panera. here's the bottom line. i think panera bread÷d could tu out to be a terrific comeback story. wow, hey, finally got it all together. place for real turn around. place for real the stock is cheap enough it won't take much to propel itxd in the meantime, if it disappoints again, i think you get to buy it lower because we'll be one quarter closer to the inevitablet( renaissance. and i'm willing to put half on before and half on after hoping it actually goes down so i get kd8gary in i]virginia. gary? >> caller: jim, good to talk to you again. >> same, gary.ñrt( >> caller: sunny virginia beach. >> oh, i like that. >> caller: and we really enjoy

watching college footballok dow here, especially virginia tech. >> oh, man, you know, virginia tech is brian suleman.t( constan]éx all over me with that. go ahead. we like toñi watchjf it atjf da busters and that's simple play. >> you know what, i haven't done the work. i just have to own that.ñi my youngest was younger, we used to goxd and play with that litt machine wherejf you grab the to andç wew3 beat thejf hgzñ out o anyway, i'll do some work. cip r(t&háhp &hc%looks , panera could be ready to cook up a comeback. if this quarter disappoints, you'll getñr another shot to bu even lower before its dough rises once again. much more "mav ahead. in this country is creating ct( opportunities. the one stock positioned millions of new americans noww3 receiving care. then, last week was rough, but today the buyers are circling back to the best stories in wall street. i got the list of what's work g working.

and, do you haveñi theñr stock market story that's going to give it a shot. the "lightning round" is coming up.

at that timee1 when everyons become worried about the you know what, i think it's probably worth owning some health care stocks.fá health care is one ofñr those things that people can't cut back on, even in a slowing economy. but what kind of health care i think it's time to get behind the big three pharmaceuticalw3 distribution companies, i've never just been out there telling you they're great.ok supply branded, generic and over the counter drugs to thousands upon thousands ofok pharmacies d hospitals on a wholesale basis are looking at a positive set-up. perhaps the best we've seen in the last 20 years.xdok cardinal, rally 11%, up 7.5%. all threelp outperforming the s 500. i think that's going to keep happening. what exactly is so terrificç?$ % about these pharmaceutical 1b]11:'p+eáq'tlyxde1 a bunch of positives here that arexdi]

dovetailing to create a fabulous the affordable care act, it may be a flawed piece of legislation, it's doing a lot of around the country, but it is fantasticxd for these wholesale dru!á xddistributors. and millions of previously uninsured people who now have health insurance. and when you see añi huge incree in the insrm!nce roles, you also pharmaceutical consumption. manyt( people who couldn't affo medication before are filling health care utilization rates for the hospitalxd stocks as we know, look at that hca. but it is alsoxd good news fore this trio, mckeszen, cardinal andt( amerasource. they move more merchandise because there's more demand. then there's the second thing, eachxd of the big three drug distributors has identified strategic opportunities to drive down the cost of generic drugs

that means going forward, these threeñi companies should see thr margins rise as they're able to buy more generic drugs for less. that's a huge deal in this industry. remember, these companies are wholesalers, so margins are everything to a wholesaler. third, at the same time, we're also seeing major priced inflation when it comesñrxdi] t generic drugs at the era.jf i think it is a product ofc consolidation among the gen[2%c drug makers. however, becyuáq)ug power, they can purchase generics for less and mark up jp r(t&háhp &hc% the pharmacies and hospitals around the country.xd this is a positive for the drug a tail wind for not a quarter, but at least the next couple of years.xdfá meanwhile, they are all mainly domestic companies. they also each have some early stage international opportunitiesç that could driv

long-term earnings growth for years to come, but notfá hurtt( near term if international slows. so which of the pharma distributors is myñix$dfavorite? all three of them. and i think any would represent a positive addition in your portfolio. but you know what, let me talk about the best of breed. all right.qñr i'm all aboutw3 isolating that d it's mckesson. gives you a bunch of additional ways to win.t( the company closed acquisition, that's a german drugoq÷ distribr expansion in europe.jf not to mention, plain old synergies and cost cuts and improvements. also hasñi a medical and surgic supply business that's tapped into faster growing end markets and thelp company has a health care information technology ticker, one of the largest i.t.o businesses in the united states that provides management providers. put it all together,lp i think e stock is too cheap, roughly 17

caveat, reports on tuesday of next week, i think it's going to be a good quarter. you should be careful and only put on half of your position on the quarter and wait for weakness to buy. cardinal health cah.xd look,jf very attractive risk/reward. made a new generic sourcing arrangement with cramert( fave d cvs, and the purchasing power could reduce pric-6e by 300 kd8and that's going to flow to bottom line. i thinkxd the guidanceñi sr conservative, i think it'll be compelling ahead of next thursday's earnings report. finally,wkiját of the first pharmaceutical wholesalersñi to with express scripps.c as theñi first mover here, the company will soon getting better contract terms of generic drugs, which should translate next year and beyond. here's the bottom line, with th( pharmacies now getting squeezed, ìáhpp&/c% distributors like mckesson,

cardinal health. now, all three of these companies report next week, i think the trends here are so strong, you should think about buying any one ofr8u$em into weakness. and remember, it is my favorite. )jrát)qáh @r(t&háhp &hc% these stocks a buy. stay with cramer.w3w3j♪ tomorrow -- kick off the trading day with "squawk on the street."ñi live from post 9:00 at the nyse. >> not everybody wants to beatk% the quarter. other company.b. >> it all starts at 9:00 a.m. eastern.

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the "lightnin1=u9 er @r(t&háh% cramer's "mad money." play until this sound and then are you ready, skee-daddy. round" on cramer's "mad money." in florida. qçó >> hi, jim, a big tampa bay lightning boo-yah to you.t(fáfá

you've done. watching you since e1 >> it's my team that makes me look good. >> caller: my stock is one you had the ceo on a while back. it's a high yielder, whatxdqfá u ip5!%9-%já$kk >>t( i don't know why -- this i it. they have multiple levers. i think rr donnelly is a very why don't we go to jason in nebraska? jason? our show. long-term hold? >> got, you know, juniper,ç it' tooewqhard, my friend.

maureen? >> caller: boo-yah from the buckeye state.ñrc >> oh, man, rutgers. all right. with my u.s. steel? >> yeah,e1 i can help you. i thinkñi it's time to swap int nucor. the steel business, remember, rqe steel business, remember, if you own an american steel company.lp need to go to ritchie in new york. ritchie?fáqqñi >> caller: how you doing, jim?e1 thanks for everything you do for us, jim. i really appreciate it. >> thank you. >> caller: i look forward toxd seeing your show every night. i really do. >> thanks. >> caller: it's a blessing. i'm wondering about my stock plug power.r doing everything right for a change. and the only thing is, i'm puzzled, it's not moving.ñi >> well, they've got to start showing some real earnings here. this thing -- it's been around tájj i watched this stock, it's a

onboard with. i'm sorry. let me go to jie@=n colorado. jim? >> caller: boo-yah, jim. >> yeah.t( >> caller: kudos to you and your staff. you do a great job. >> thank you.w3 >> caller: my stock is swir, sierra xdwireless. ñi skyworks. that's the one i like. skyworks --  >> sell,q sell, sell! >> i say, buy, buy, buy. bob in new york, bob? >> caller: hey, jim. boo-yah. >> boo-yah. >> caller: my question, jim, is chrysler. >> well, if you're going to own an auto, that would be the one to own. these are houses of pain, but they are doing quite well. i love that guy that runs that company. and he ought to comeok on the sw because i interviewed him, andxi okay. there. and, well -- anyway. le)-mtake one more. take one more? let's goxd to matthew in washington. matthew? >> caller: mr. cramer, houston

texans, j.j. watt ñiçóboo-yah. uy. and he watches the show, which is jfterrific. and best of luck to him. what's up?ñi >> caller: interested in rindell. what do you think? >> it's a cheap stock, but i'mç going to have to see yourxd xd liondel and raise you withozdow chemical which i think represents better values. and that, ladies and gentlemen, is the conclusion of the >> the "lightning round" is sponsored by td ameritrade. ♪ there's confidence...

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you know what's w3happening? theñi buyers are circling back d they'reñi circling back to the winners. that's what happens after you get a bottom. i want to tell you about ac bunh of them i'm looking at. çujz at the action in domino's, smockirc!=q coming off that steaming quarter. it's all that technology working because of easier financing for new franchises in america.qxde1 mom and popq)izzerias. then it got buried underneath a heap of bad news.q looks like nike'sñi sensational results have become unburied. they're circlingçó baci[áo pepsico.w3 remember, thislp is a consumer product story that has guidedçóp earnings for two years now thanks to constant innovationth% and cost cuts, i don't have any other companies in the category

thatzv can doa5 that. break itselfe1 up to win. it's winning right now in advance of coca-cola's earnings tomorrow. the buyers are circling back to the cruise ship stocks now that the ebola scare has been muted.q i'm not dumb enough to so)lix te all clear. sticking my head right intoq a - guillotine!t( but still, the rally in royal ip r(t&háhp &hc% even though, i'm surene last few week's bookings are down. guilty until proven e1innocent, but now it's much more difficult to short and peoplefá are reall shorting thesee1 stocks. they're also circling back to costco, which reported fantastic same-store salesfá numbers but meant very littleq at a time whn everyone was panicking about taxing ebola. again, possibility there'll be more jfcases, but the people wh surrounded the sad singlet( fatality from ebola here in the united states, a victim of a

hospital that did things wrong, they didn't catch the hard &háhp &hc% maybe we won't get it if we eat z(%uááps(les at costco. marriott and the other hotel chains.xdçó those fears haven't gone away. any i'm sure revenue per room i( not as good as the companies would'vexd liked a few -- maybeo even a fewe1 weeks ago. but these stocks are darn cheapd they're circling back to delta airlines for that standout has the same,fá i agree. which has a franchise you can't afford to cut the cordt(ñi for. sports, cbs isn't giving the 1, 2, 3, 4, 5rks.çó downgraded disney last week, the one i thought was a thinly veiled ebola worry trade seems to have proven to beñr fa-- tha the disease has gotten out of control in this country. fears that now seemj&$uz havew[

abated somewhat hence the rally. the t(reward is now bigger than the risk. at the same time, the buyers are willing to isolate the issues of the day. ibm was terrible, but what that had to do with the price of salesforce.com which got the cloud right not wrong? the comebacks in oracle andfá hewlett-packard !sen't anything to sniff at ñreither. you know what today is? it's a positive pin action dayt for the winnerse1 after the who country breathed añr sigh of relief that perhaps we'reñi illness now that we have a czar and the military'k9 calledxdq in. that's part of what you needed there's plenty of time left, plenty of earnings 4%:=iqm in the days ahead. better place than we were a week ago. you're circling back to what you on. á

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>> if you don't own apple, here's what you have to hope. that there'll be some analyst that will oksay, you know what, enough is enough. this is as good as it gets and they downgrade it. thesef!1emqm play this game constantly.

drives meq crazy, it's where th opportunity comes in.çó knocking?he opportunity not ibm. i don't care where it goes. i've got to tell you, i think the stock is headed lower,xd ani don't want you near it. bu . >> tonight on the profit... >> marcus, nice to meet you. >> i go inside jacob maarse, a high-end florist and gift shop in pasadena, california that hasn't earned a profit since its founder died in 2010. how much money will this business lose this year? >> close to 200,000. >> sloppy business practices... do you have an inventory system? >> no. >> together with lax management has driven down sales and piled up debt. so are we going the right way? >> i believe so. >> we need to know where we're going. if they don't make changes, this 47-year-old family business will be forced to close its doors. this business is a total mess. i'm fighting against time to light a fire under these people... this is the thing that will help us go from the red to the black in one month. before this business crumbles and dozens of employees are out