bk lockheed. and coke. that will get you done. >> thanks so much for watching. see you tomorrow at 5:00. don't go anywhere. "mad money" with jim cramer starts 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 some money. my job is not just to entertain you, but to educate and teach you how to market works, so call me at 1-800-743-cnbc or tweet me @jimcramer. it's happening again. here come the critics. maybe they let up a day for my birthday, but now they're back

in full force. and they want to know -- they want to know with guns blazing, how can i be so cavalier on the eve of yet another showdown in europe between germany and greece, a showdown that shaped the whole day's trading with the averages off hard nearly most of the session until rumors of a deal between the two rallied the market, with the dow still sinking seven points. the basically basically flat lined and the nasdaq advancing .28%. all on the thought that maybe there's a deal in europe. what kind of pollyanna am i to ignore this? i say hold on a second. first, am i the only one who thinks that we're blowing all of this way out of proportion? not unlike that horror story "scooby doo" on monster island

with the tag line "this time the monsters are real"? let's say that greece's finance minister, who will surely be played by jason statham, actually does stare down germany's angela merkel, and merkel blinks, which appears to be the case. what happens? i think our stock market probably goes through the roof because there's so much sideline waiting for this tragedy to play out positively. talk of an imminent deal heats up according to some terrific reporting by my colleague michelle caruso-cabrera. on the other hand, let's say it turns out an exasperated merkel played by anna gunn decides to pull the plug on greece because she's sick of the greek antics. let's say she lets greece go belly-up? then what happens? given that we rallied at the end of the day believing a deal will not fall through, if it did, i think maybe europe just goes to maybe 5%? maybe we go down to 3%.

assuming merkel pulls the plug what happens the day after? how about jason statham offers my plan the 70-year stretch. then we rally right back. maybe even go higher within minutes of the news. i mean what's the point? more importantly, what really happens under the so-called disaster scenario? the one where greece gets booted out of the eurozone. people are a lot smarter than i am but without a tv show would tell you this could have some down sides. a sudden collapse of yields among jordan corporate bonds. perhaps could even impact the federal reserve's actions. keep the dollar from going sky-high versus the euro. who the heck knows? let's talk about stuff that we do know. this morning pepsico reported an unbelievably fabulous quarter, with terrific organic growth and amazing gross margins, causing earnings to swell far beyond where i thought they could go sending the stock

up $2.41 to finish over $100 for the first time. it did so despite being huge in russia of all places. russia is starting to look less solvent than it did in the great collapse of 1998. it's become an international pariah. we could argue that it certainly is on sturdier ground than 1941 the high water mark for the germans. ironically, the home of leo tolstoy, who wrote "war and peace." i think peace is broken out in the soda aisle of the supermarket as coca-cola and pepsico have accepted the ruinous nature of the multiple year price wars and have quietly stopped going down there and giving each other the business. that's right. it's the end of the soda price wars. so here's what you really need to know. if we get a genuine greco

russian -- we know ceo ingenuity is going to deliver anyway, because that's what she does. that's the power of the combination of frito lay and pepsico. so why should i freak out about the dollar ramifications of the soap opera? you think the greek resolution is going to impact -- which reported a sterling number and shot up to still one more all-time high? do you think that people will stop shelling out the big bucks to cure their dogs of atopic dermatitis? you think greece getting kicked out of the eurozone is going to impact swine herd wellness? think again. you think biotech companies will stop dialing 1-800-lab-rat to reach charles labs? it's kind of like the mythical 555 area code. but the results were anything but mythical. sending the stock flying up $3.44. almost 5%. pretty much as ceo jim foster

has laid out numerous times right here on "mad money." and while we're at it, how is the all-domestic rite aid stock going to be impacted by the european showdown that some record could reprise the reprisal? i think rite aid shelled out a couple billion bucks to buy a pharmacy benefit manager to go after those big corporate accounts that cbs does so well with. a titanic struggle might give you a chance to buy that stock below $8 before it resumes. i know what you're thinking. it's not just greece that's hot as .44 magnum. it's not luck to see what apple's built to reach a $725 billion market capitalization. it's not happenstance that chipotle is starting to roar back to life. martin marietta on an amazing quarter will still give you fabulous numbers if ukraine-russia tensions flare or

the fed leaks to its favorite reporter that it might raise rates in june, or u.s. might put boots on the ground versus isis or several oil companies cease to pay their debts. so here's what i need you to do. you need to recognize that europe has been the gift that keeps on giving literally for years now. with each new crisis creating incredible buying opportunities in our domestic companies. which means we have to stop worrying about greekss bearing gifts and start embracing the gift horse, as if it's seabiscuit or even national velvet. and you have to make peace with one of these ideas. with the idea of keeping some index fund powder dry for when the hedge funds freak out or force others to freak out and sell what they own, because they can't process the real impact of a financial war between the wealthiest state in europe. one last thing. the reason i don't have to worry about the greek monster in the closet besides my empirical

night light, is that so many others are already worried. i have long since learned that it's my job to spot when everyone is worried about something, because that means it's hardly an unknown event. notice i didn't use the term black swan, because that's a too cool for school hedge fund term. so he's the bottom line. am i oblivious to the real issues out there? no. in reality the rest of the european centric folks are oblivious to the opportunities right here. frankly for the sake of better entry points i hope it stays that way. to vince in pennsylvania. vince? >> caller: jim good evening. and a happy belated birthday. >> i appreciate that. what's happening? >> caller: want to thank you and all the crew for helping me out over the years as well. >> got a smart crew going here. what's up? >> caller: got a question on sea seadrill. do you think seadrill is a buy now? >> okay, let me ask you a question. seadrill -- in the food chain of

horrible companies, it's right down there at the low. why not up your game and go with a schlumberger? schlumberger is a great company, whether oil is at 40 or 140. seadrill is a roll of the dice. and we don't want to roll the dice. can i go to ken in georgia, please? ken. >> caller: hey, jim. thanks for what you do for the average investor. >> doing my best. >> caller: hey, i got a big position in petrobras. should i hold on? >> a lot of times i've learned you think hey, i only have $6 to lose. if you lose the $6, it's pretty awful. i think it's one of the most undermanaged companies i've ever seen in my career. it is not too late to salvage the $6. but remember, petrobras symbols pbr, and there's only one pbr.

can i go to robert in arizona? >> caller: hey, how you doing? >> not bad, you? >> caller: boo-yah to you and belated birthday wishes. >> thank you. >> caller: my question is on dell chemical. considering how flat they've been the last three months and volatility of oil prices and their income being down from 2013 their net income, what are your thoughts on dow? >> i think dow is doing a terrific job. i think andrew livers is doing a great job. i think what's happening at that company is they're improving the gross margins. they had a bit of a problem with activist. got a little distracted. going to be a low-cost producer of high quality proprietary products. by the way, dupont -- i know we talk a lot about nelson pelts. you know you make money if you buy what he says after he says it. i've got to tell you. if he leaves i think dupont goes back down a lot. so i like dow, but not because of the activist. i like dupont in part because of the activists.

it's the gift that keeps on giving. there are opportunities. i'll help you find them. cisco reported a big quarter after the close. you've got to stay with me on that, because i know that that stock could have a big move tomorrow. then $700 billion. apple is the first company in history to earn such a massive market cap, but is it really worth as much as google and microsoft combined? why don't 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.

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i'm always on the lookout for huge transcendent themes and i think 2015 could be the year we embrace the connectivity revolution. i'm talking about the internet of things where nearly every

appliance can be connected to the web to improve the efficiency of any process you care to name. who's at the very heart of this revolution? cisco. the networking giant that's all about the physical backbone of the internet as well as being a terrific play on online security. cisco just reported a truly terrific quarter after the close. delivering off a 51 cent basis. higher than expected revenues. up 7% year over year. robust for switchers and reuters. it was put simply extraordinary. plus the company gave you a dividend boost which means the stock yields north of 3%. hard to find right now. cisco has them both, which is why i think the stock can trade higher. let's find out more about the quarter and where his company is headed. welcome back to "mad money." >> jim, it's a pleasure to be with you again, but you've got to call me john. >> fair enough john. a lot of people were moaning that united states isn't that strong. many people are bemoaning

europe. you had incredible strength in the united states, but amazing strength in europe. what are you offering the other guys don't have? >> well, jim i think you nailed it. i watched your program here a week or two ago and you said you might be all about yourself on europe, but i think you actually called it very accurate. i think europe is in a return state. it was minus 4% growth just a short time ago. two quarters ago, it was plus-two. this quarter it was plus-seven. without russia it's plus-nine. we're talking about how do you bring this digittization, this connectivity of everything you referred to earlier, to countries and to businesses. and you will see countries in europe move faster than the u.s. in terms of digitizeing their whole economy, digitizing their business changing their gdp growth job creation, health care and education. we're right in the sweet spot of all of those. interesting enough, we grew 20% in southern europe. 17% in uk. 12% in germany. it was a clean sweep in europe.

just a great job by our team. but it's business outcomes not selling reuters and switches. >> i think that's important, john, because i think trying to figure out routers, how are the switchers. i think seems that what's happened is the internet of all things has taken over. and people are digitizing cars. lots of work on cars houses towns. and to think that you're this kind of hardware or this kind of hardware is not looking at the new cisco. am i right? >> you're absolutely right, jim. and while routers and switchers grew well in this quarter and 11% growth in switching, 2% in routing in a market that was contracting was very good. our data grew at 40%. our wireless business grew at 18%. collaboration was back. it grew at 10%. security only grew at 6% but it will grow better. what we're doing is combining those to get business outcomes. it doesn't matter whether it's the automobile companies, where we're almost always the number one communications player.

or how companies go to the home. we're right in the sweet spot of those. but it is a lot more as you alluded to. we think it is five to ten times the economic impact of the internet to date what's about to occur, when every business every car becomes digitized. >> that's kind of -- it's extraordinary, because i know that there was a time when i was concerned about set top boxes. and i know -- you always point out what's not strong. does it even matter anymore, that particular business? it seemed to be the only data point that wasn't usually up to strength this quarter. >> jim, it's a fair question. set top boxes all the way through the data sent aerocenter and the cloud. they care about first mobility then video, then the cloud, then how quickly to deliver services. we're in all of those end to end. our movement in terms of video service provider is clearly into the crowd. set top boxes are a part of that.

in terms of its relevancy, it's relatively small in terms of its value. you're right. every other segment of our business grew 6% or more, almost without exception in terms of portfolio. so it was very strong. >> a lot of people are going to ask me because i'm american you're american, they'll say wait a second how come europe knows more than we do? we thought we were ahead of europe. we understood china might be ahead. why has europe figured this out and we haven't? >> well, i think in terms of american innovation and how quickly our enterprise customers are moving it's been a very good example. our commercial customers grew 12%. what you're seeing in europe however is the leaders, chancellor merkel in the uk president hollande in france prime minister cameron in the uk. if i said merkel i meant germany on that. they all understand digitizing their countries is the number one goal. health care education, a new generation for their enterprise business etc. this is something the u.s. has to learn. it's like net neutrality.

net neutrality is not about a transaction of nebraska new regulation. it is about how do you get broadband to every citizen in the country. i think we're lag on that. we used to lead and we're slowing down. american innovation, it's strong and it's there, but i think we've got to think about digitizing our countries at a much faster pace. india gets it. china gets it. russia gets it. germany gets it. southern europe gets it. we've got to pick up the pace here. >> i hope they listen to you in washington. john, another thing. kelly cramer first time on the call cfo, great job. the cash flow is extraordinary, and you're buying back stock and increasing the dividend. how about this repatriation of capital. you still have a lot of money overseas. >> i'd like to see that happen back to the point of american competitiveness. as we've discussed many times before, we're noncompetitive in our tax structure. we're the only one thinking about a non-territorial system. you have literally probably a trillion to come back to the u.s. i think there's a chance with the new transportation bill to

do something creative with repatriation of funds. you're not going to tax people on income they've already earned in prior years. but you can say let's get a compromise here. use some of the money we bring back for repatriation fund rebuild our infrastructure, highways, cities. use some of it as a tax that we will pay at a reasonable amount single digits when we come back and use most of it to reinvest in america. i think the time should happen. i think we'll get a shot at it this summer. odds, less than 50/50, but it's a lot better than a year ago. >> i think people have to understand what you're doing these days. you're talking about how it was the 1990s for the internet. can you compare that era to what's going on now with cloud-based systems for us? >> absolutely jim. and you and i have been around for a very long time. and by the way, congratulations on your ten years of leading "mad money." >> thank you. >> but you've reinvented yourself. and i've done the same thing here at cisco. we've reinvented ourselves regularly. most people when i talk to them about the mid '90s, they forget

that we led the whole industry on outsourcing and manufacturing and how that was not a core competency for us. how you use services to produce outcomes. how you do acquisitions when acquisitions used to mean you were going to lose share. we show people how you take an acquisition with $10 million in revenue and turn it into $13 billion. we were the ones that learned how to close our books in literally 24 hours. we organized our company to do that. the companies that came to cisco, not just for our technology, but learned how we did this. you're seeing the same thing again. this time, to your point it's about cloud. it's about digitization. it's about organization changes that you have to do. it's about how do you do fast organization with agility in a very uncertain market. cisco is not just back in vogue. we're leading again. five to ten times more economic impact. it really feels good jim. we need to get better at articulating that to many of your viewers, and to many of our viewers. >> last question a little bit

of time. you used to talk about how much data is expanding, and everyone kind of said oh, chambers is just -- he's way too aggressive. it's far faster expanding than you even thought five years ago, right? >> absolutely. most of the projections we've made, jim, over the last 20 years, especially the last five have been conservative not so far out as many people thought. >> wow. i'll tell you john this was the breakout quarter. the stock's been terrific all year last year. just a great job. john chambers. the chairman and ceo of cisco systems. great to see you sir, thank you for coming on. >> jim, it's a pleasure as always. look forward to being on with you next quarter. >> thank you. the stock's going higher. "mad money" is book. coming up, still ripe for the picking? apple's market cap hits the historic $700 billion mark. but does this tech giant really have what it takes to keep sprouting massive gains? or will it crumble under the weight of everyone's great expectations? cramer's biting into this one.

at ally bank no branches equals great rates. it's a fact. kind of like mute buttons equal danger. ...that sound good? not being on this phone call sounds good. it's not muted. was that you jason? it was geoffrey! it was jason. it could've been brenda.

some stocks just might be worth a lot more than you think. sometimes the ceos know it. but other times they don't. apple's tim cook, for example, knows it. he's been borrowing money and buying back shares at apple because he understands that his

stock is much cheaper than most people realize. in an era where the average stock sells at about 18 times earnings, it's out-and-out ridiculous that apple sells at a merely 14 times earnings given its balance sheet, sustainability of earnings, breadth of product and wondrous engineering. i think apple is being held back because of skepticism. the first stock to ever hit that level. i say wait a second. three years ago, people were skeptical about apple's market cap when it eclipsed the total value of the entire stock markets of spain and portugal. then last year apple drew skepticism when its value exceeded that of the russian stock market. now i'm hearing concerns that it's well above microsoft and google combined and that's not right. i'm calling bs. these comparisons remind me of what babe ruth said to be -- said to a critic -- what babe ruth said to a critic in the press, who questioned how it was possible that ruth making 80

grand a year could actually be paid at a higher level than president herbert hoover, who was only pulling down 75 grand. i know ruth told the skeptic, but i had a better year than he did. right now, tim cook is simply having a better year than microsoft and google and russia combined. he's vanquishing samsung, taking a huge share in china. and he's about to roll the whole retail industry with apple pay. plus, when they figure out how to read your blood pressure with that new apple watch, we'll be able to sync with your cardiologist and a potential heart attack. that watch will be dirt-cheap if it can monitor your blood pressure. i'm calling it the i live. in short, apple's stock should be worth more. perhaps much more which is why, as always i say don't trade it own it! but like i told you before some executives simply don't understand that their companies are worth far more than they think. our travel trust has a large position in general motors. why? because we believe this mid $30

stock is worth $48 a share. how come? first, ceo mary barra has done a remarkable job. second, maybe it's better to be lucky than good. she does have the right products for lower gasoline prices. lots of gas-guzzling trucks and suvs. third, she brought in the most unassailable legal figure of our time, ken feinberg. what barra hasn't done though unlike tim cook is maximize all the capital in gm's balance sheet by repurchasing a gigantic amount of stock. earlier today, i questioned the wisdom of being too aggressive with that cash, in case there's a big downturn in the economy. i wondered allowed if harry wilson, the man widely accredited with helping save gm through its massive exemption isn't too optimistic for trying to aggressively expand the buyback. however, the simple fact is wilson's got a point here. gm is about $37 billion in

liquidity, mostly cash and credit, and it can afford to do a huge offer above the market price, bringing in a monster amount of stock in a move that will be incredible for shareholders, like my childhood trust. i'm warming up to this idea. because wilson doesn't want mary barra to go which would be wrong. he simply wants to changestructure. barra should consider this option. it's worked for some of the smartest executives out there, including harry singleton, with the buybacks. it can work for general motors, too. it's a much better use of cash than say how about building up a car financing business. that could be deadly in a downturn. let me give you my bottom line. it's time to recognize that tim cook is babe ruth. and that barra should take a bow for her performance and buy back gm's stock like a banshee. why don't we go to bobby in georgia. bobby? >> caller: hello, jim. thanks for taking my call. >> my pleasure. >> caller: my stock is microsoft, jim. i've owned this stock for a

couple years. had a great return. and of course, we love the dividend. i have a couple concerns about one would be the amount of shares that's outstanding, and also the debt. would you hold or sell this stock here? >> all right, unfortunately it's been a real underperformer of late. we think the potential on the balance sheet is quite good. if you back out the cash it looks pretty good meaning you offset the debt that you just raised with the cash. they have a lot of divisions that we spun off. they could rationalize the company. it's not expensive. it did not have a great quarter. it had a worse outlook. i'm urging patience. because there's too much value there and it will be brought out. what happened last time was painful. let's go to hal in south carolina. >> caller: boo-yah, jim. good job on the etfs. >> which one was that? i'm sorry. one more time? i'm sorry.

>> caller: johnson & johnson. >> okay look johnson & johnson did not have a great quarter and did not have a great outlook. and my travel trust sold it. my hope is that they do better later in the year. but it was just not a good quarter. and if you go read through it you really felt like jeez right now, they're just not doing as well as i thought. and that was why my trust sold it. let's go to bruce in new jersey. >> caller: hi, jim, how you doing? >> how about you, bruce? >> caller: i'm doing great. happy belated birthday. you're one of my favorites of all time. i want to know what you think about aal. >> i'm changing my lineup of how i rate the airlines. i'm putting that number one now, because they've become, again, a transaction a-to-b company. b is going to be southwestern. the symbol luv. three is aal. i no longer think oil is going to go down to below 83. oil is a key determinant of

americans' price. fares is the key determinant of spirits and those look great for s-a-v-e, the symbol for spirit. i think it's time to take a page out of tim cook's book and buy back some stock. both these names are worth more than you think. much more "mad money," including drilling into a dental player. put the sparkle back in your portfolio? i've got the ceo. how about time for a check-up. i'm taking a closer look at your stocks to see if nay can keep the bears at bay. and an electric edition of the lightning round is just ahead. stick with cramer. tomorrow kick off the trading day with "squawk on the street," live from post nine at the nyse. >> 110 is the new 40 out there. >> amen. >> right. >> that would make you like 20.

>> dog years. >> exactly. >> it all starts at 9:00 a.m. eastern.

here's a lesson for you.

when a high quality company reports its earnings, don't let the stock market's initial reaction cloud your judgment. take henry schein. in addition to being a major supplier of vaccines, we haven't talked about that enough a business in the spotlight courtesy of the unfortunate measles outbreak in the country. i've been long a fan of henry schein, in part because it's got incredibly consistent growth marginsa and strong accelerating growth. recovering to close up seven cents. that's a huge swing. that makes a lot of sense because the results are pretty darn good. the company delivered an earnings beat. the company took market share in each of its segments. reaffirmed its guidance for 2015 despite the strong dollar. henry schein has rallied 9.5% since we last spoke to the ceo six months ago. up more than 90% since november

of 2012. it is still worth buying. don't take it from me. let's check in with stanley bergmann the ceo. welcome back to "mad money." good to see you, sir. >> good to see you. >> when i first met you -- look it's always been a great business, the dental consumables, but there's a little bit more of a wow factor now with both vaccines and animal health animal health being the fastest growing of all health. vaccines being on the hot seat. people seemed to misinterpret the quarter because of one particular aspect of dental that really was difficult to compare. how would you describe that? >> well i think -- and we don't know -- we haven't seen all the reports yet, but i think there were some that overreacted to a slightly negative amount of sales in the dental equipment area that was driven really because the accelerated appreciation was only reinstated for about a ten-day period. it was just too late. >> the reason i bring that up i want people at home to understand when a high quality

company that has been so consistent as yours and maybe one of the top ten consistent companies, has a price break of $4, don't just sell. take a hard look. because some of these divisions you have are really on fire. the consumables. the veterinary. and we've got to talk animal health. is that the fastest growing category right now? >> well animal health is driven worldwide by the middle class who are buying more pets. it's as simple as that. and of course the baby boomers. >> now, also at the same time the vaccine business in the news that some people are balking from vaccines. but overall, it would seem that vaccines are maybe the most important aspect of what you're doing right now. >> jim, where would we be without vaccines? just think about it. polio. measles. flu. all of these areas, all the baby vaccines. >> well there are people who obviously are not -- who are

balking, who think that vaccines have a negative aspect to health. i mean you hear that i'm sure in your business all the time. >> well of course. i'm not a physician, but what i do know is the volume of vaccines that are shipped around the world, not only in this country, but in the developing world, where would we be without vaccines? >> are we ready for the next epidemic? >> my concern is that we have skated through ebola, just like we skated through sars. we skated through the haiti tragedy. the world is not ready for pandemic planning and emergency response to tragedy. we just are not ready. we react, we move in. >> what can we do? this is something i think about a lot, especially because we have a lull right now. ebola czar and the czar thought his job was done. is the job done? >> i wouldn't say the job is done, but it's almost done. we had three failed states. health care states. no one worried about it.

if it was a military issue, we'd be worried about it. but because it was health, we let them fail. we're not keeping pandemic out of this country. we're not stopping it at the borders. we need to make sure we're planning for pandemics. it's got to be public/private partnerships. us, the private sector working with government and ngos to make sure we have a pandemic plan in place. >> let's go back over what i think is the major drivers. positive demographic trends. technological improvements. focus on preventative care. and consolidation of practitioners. which of these drivers are going to play out best for you in 2015? >> they're all working in tandem. plus, the big thing is technology. yes, we will have more people going into primary care, into wellness programs. >> because of the affordable care act. >> affordable care. so we don't have more money. so what we need to do is make sure that people -- we prevent people from getting sick rather than take care of them when they're getting sick. >> so henry schein it's actually preventative. >> that's our business.

dental medical. it's the physician. we want to keep people out of the hospital. and then of course the pets is the big play. middle class baby boomer grow opportunities. >> i've identified your company along with mckesson, cvs, most consistent companies that we talk about. a lot of the du jour work. i think it remains a must-own stock for individuals at home. that's stanley bergman, the chairman and ceo of henry schein. consistent growth is everything in this market. "mad money" is back. there's nothing more romantic than a spontaneous moment. so why pause to take a pill? and why stop what you're doing to find a bathroom? with cialis for daily use, you don't have to plan around either. it's the only daily tablet approved to treat erectile dysfunction

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it is time! it is time for the lightning round! and then the lightning round is over. are you ready? it's time for the lightning round. let's start with mickey in florida. mickey! >> caller: jim. buy, sell, or hold homeaway. >> i think the concept of homeaway is fantastic. i think the execution is good. i think the stock market is saying it is overvalued. but i'm going to say down here

don't give up on brian. okay let's go to bill in south carolina. bill. >> caller: hello jim. how you doing today? >> doing real well how about you? >> caller: a sunny south carolina boo-yah to you. >> simple and good. >> caller: i like the banks here. i'm looking at bb&t. >> i totally agree. i also licey, by the way. my favorite is suntrust. every single one of the technicals.ke key, by the way. my favorite is suntrust. every single one of the technicals. jim in north carolina. jim? >> caller: boo-yah from the queen city charlotte, north carolina. >> that's right. i was aware of that. not the rose city which is winston-salem. what's going on? >> caller: i know the sector has taken a hit, but i like to know about quantum services. is it a buy? >> no. it's infrastructure. infrastructure is just no good right now. i just can't go for it. i'm just not going to go for it. too risky. just too risky. let's go to robert in new york. robert? >> caller: hey jim, how you

doing? thanks for your love for the market. i want to know about arcadia health care. >> i think substance abuse and behavioral unfortunately is a very big growth market, and those guys are real players. a terrific story. let's go to phyllis in new jersey. phyllis? >> caller: hi jim. it's a pleasure to speak with you. an entertainer extraordinaire. >> thank you very much. >> caller: i've had a longtime stake in viacom and would appreciate on your thoughts to buy, sell hold. >> i'm going to have to say don't buy. time warner just put up a great number today. a beautiful number. jeff bukis just delivers and delivers. so why do we have to be in someone who does not deliver? make the swap. let's go to scott in wisconsin. scott? >> caller: hello, jim. i really appreciate your show. >> thank you. >> caller: i've been watching boeing for a couple of months

now waiting for it to drop down to the bottom of its trading range. now after its big jump up do you foresee it dropping back? >> no. i think jim mcinerney delivered an amazing quarter. we were saying listen, you got defense together. got the dream liner right. got the tanker con trangttract terrific. you know what? if that stock went below 140, you would have to just stand there and buy it. that's how strong boeing's earnings cycle is right now. let's go to steve in pennsylvania. steve? >> caller: hey, jimbo. etp. >> you know this one has been taken to the wood shed too much. i have my back and forth with kelsey warren, but i do think that stock should be bought right here. my favorite remains of the non-mlps is enterprise. let's go to amy in maryland. amy. >> caller: hi. i was wondering if you thought

freesale semiconductor is a buy? >> cyprus semi is the best. let's go to doug in north carolina. doug? >> caller: yes, sir, how are you doing? >> doing great. >> caller: need to ask you about amgen. >> amgen is good, but regeneron is no longer loved. i prefer to amgen. let's go to mark in tennessee. mark? >> caller: boo-yah, coach cramer. >> boo-yah. >> caller: my stock is affymetrix. >> this has been a serial disappointor. i've got to do more work on it. i can't believe this thing has nine lives. that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by td ameritrade.

we live in a complex world. greek exits, rogue groups of terrorists overseas. just had the president commit more resources to fight against isis today. you need to make sure you're ready in case something unexpected sends this market south. this is where you call me, tell me your top five holdings. maybe you need to mix it up a little. jim cramer twitter doing a lot better lately. so let's start with a tweet from mess with a bull. they write, am i diversified? bank of america, under armour haliburton gilead and facebook, #madtweets.

let's take a look at this. all right. okay bank bank of america, doing okay. under armour, i like the quarter. no one else seemed to. gilead. i liked the quarter, nobody else seemed to. that's biotech. facebook, everybody liked it. we have oil, internet drug, apparel, bank. that is perfection! lou in west virginia. >> caller: hey, jim. kudos to your great staff. >> they're unbelievable. >> caller: they are great. my stocks are alcoa, general electric, flextronics, ipo pharma, and xilinxs. they're not booing they're louing! xilinxs, not that happy with the last quarter. the new way to be able to hopefully cure cancer someday.

flextronics, fabulous quarter. general e lektlectricelectric. industrial materials, and another semi. we're going to get rid of this one. see you later. and i'm going to put in -- let me see. let me see. let's put in cisco. good quarter. cisco's too much like flextronics. we can't do that. put in a little change-up. put in american electric power. aep. that's the move. chris in nevada please. chris. >> caller: first-time caller. a big boo-yah from las vegas. >> thank you. >> caller: am i diversified. my stock symbols are ge amgn hpq, pfe, and qlys. >> okay. okay. okay.

all right. hp, just straight out tech. amgen is biotech. ge diversified industrial. pfizer is drug. and qualys. we're going to keep you with packard, because i like the split. we're also going to give -- we have good yield. we have three and a half. that's what we're going to do. get rid of q, and put in aep, and we've got a good portfolio with good yield. let's do that now. one more. let's go to alfred in michigan. alfred? >> caller: hey jim, how you doing? boo-yah from detroit michigan. >> detroit, not enough callers from detroit lately. what's up? >> caller: i've got my stocks here. pepsi, colgate intel, apple, and exxon mobil. am i diversified? >> all right. we've got this. this is a little bit easy here because pepsico, we think ingenuity is the greatest.

colgate a massive beat. i have not talked enough about that technology company. really kind of looks like a couple package industry but it's almost all tech. we have tech. we have beverage. we have toothpaste consumer product. exxon, largest oil company. and intel. uh-oh, we've got intel and we have apple. that's no good. we don't trade apple, we own it. so we're going to have to get rid of intel and we're going to have to add -- yes, the good old favorite bristol myers. make that change tomorrow. you've got too much tech in that. that does worry me. all right, stick with cramer!

anything? no. you? no. aflac! what are you guys looking for? claims! legend has it these hills are full of 'em. it can take months for an insurance claim to surface. claimin' takes patience. aflac paid my claim in one day. they got some new-fangled kinda one day payin' machine? hehehehe yea, i got aflac at work. aflac... in just one day, we approve and pay. one day pay, only from aflac. aflac...

a couple very solid quarters. fireeye, really good cyber security. a lot of viewers have called on that one. it looks like it's going back. maybe not to the all-time highs, but certainly higher than the 30s. i liked the cisco quarter very much. good growth good yield. hard to find those two. skechers. they blew it out. a lot of you were worried. skechers totally delivered. i think that was one of the better apparel quarters of the whole 2015. on the downside tesla, i didn't like the orders there. and panera. looks like that disappointed again. maybe there's more to come there. got to find out whether panera is really on the road back or not. i'd like to say there's always a bull market somewhere and i promise to try to find it just for you right here on "mad money." i'm jim cramer and i will see you tomorrow!

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