when you look at the three-day rallies, it feels a lot like a short squeeze. i don't think much has changed other than short-term sentiment. lvi, break of 50 in july. >> see you back here tomorrow for more my mission is simple. to make you money. i'm here to level the playing field for all investors. i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome welcome. my job is not to just entertain, but to put it in context. call me or tweet me. fraught, that's right, fraught. this market seems fraught for the moment because of the potential for a very tough day tomorrow. which is why we got hammered today.

dow plunging 171 points. s&p falling 26%. what are people so darn worried about? you know, let's just do it. let me tick down the headwinds so you're ready for whatever happens. unfortunately, at least for the bulls, we had not one, not two, but three big bad events staring us right in the face. and that's why you get this kind of decline. the first, the labor department's unemployment or employment report, whatever you want to call it. 8:30 a.m. tomorrow. all nonfarm payroll numbers are important. i did a huge study in "get rich carefully" about this number. what i found was if you only needed one particular piece of data to figure out the direction the market is headed, it's this one. tomorrow morning. 8:30. right now, the bulls are terrify terrified of a strong jobs number which is above 220,000.

why are they terrified? because we know the fed is itching for an excuse to raise rates. a good employment number would be the perfect excuse. the federal reserve seems to believe that things are on an even enough footing that it's just time. that's how they talk about it. well, it's time. if employment is so strong and the feds' job of stimulating the economy, they think, or at least the ones who are squawking, is over. i disagree with this view for a host of reasons. i don't think we're in steady mode at all. we're up and down. every industry even retail up and down. the most important sector i follow, transportation, isn't even up. it's just down. there's really weakness and it's in shipping. that's a very bad sign for the economy. i don't sugar coat it. i think shipping is weak because the dollar is strong, super freaking strong. that puts exports at a disadvantage versus other countries and makes -- ♪ super freaky, now ♪ ♪. >> super freaking. and it makes tourists less inclined to come here.

we hear these facts pretty much endlessly nowadays and i know they are undeniable. a rate hike would just exacerbate the situation. that's why they took the extraordinary step this morning of asking the fed to keep rates on hold. oh boy, is she ever right. she respects the super freaking dollar. what's driving her thinking? she sees the world right now as being on tenter hooks with many economies slowing and others teetering. only one is punching above its weight right now, and that is the united states of america. but it could be totally derailed by a rate hike. she cited that the softer numbers that we're seeing right now are being generated in this country, and that could only make things worse if the fed tightens.

i found it hard to disagree with her. here's the issue. how much clout do leguard and the imf have here? both fed chair janet yellen and stanley fisher have been talking about a rate hike now for months. at the same time, they say they are data dependent. it seems like all of the data except auto has been soft of late. it doesn't matter. if we get a strong employment number tomorrow morning at 8:30 they will have all the ammo they need to raise rates immediately. and i fear it will pull the trigger. so the market is trying to price in the rate hike. you can watch it happen if you keep an eye on certain interest rate sensitive stocks like the master limited partnerships, the mlps. they were taking it on the chin all day. yesterday, the utilities were horrendous. it doesn't matter how well these companies that are individually utilities or mlps do.

for example, mwe, a gas pipeline operator which is doing terrifically and sports a 6% yield was down more than 2% today. last month we had tom farrell on the show. perhaps the fastest-growing major utility out there has been laid to waste. off of almost 12% this year. that's crushing. no dividend is going to make up for that. con ed recently blew away the numbers to see its own stock get crushed as well. no matter how well an individual company distinguishes itself. the real estate investment trusts are no different. ventas, there's so much money coming out of this sect or and that's how it got to the high yield. not the fault of the team. it doesn't matter because everyone sells the riteits when they are worried about a rate

hike. it's the text. it says sell the reits. these are signs of real headwinds and worries. i'm not going to try to diminish or dismiss them especially since the jobs number could extend the carnage. next issue, greece. you know i agree with the construction giant head when he said on this show that we in the media fret too much about greece. but that doesn't mean anything's changed until we get a resolution to this madness. there are too many people believe it is the end of the world if greece defaults. i'm not one of them but it's only after we see what happens when a nation of 11 million people stops holding europe hostage that people will really know. they will keep regarding it as the boogie man breaking out of the closet, and they are frightened really scary. third fulcrum issue, opec.

the big meeting. now there are some people who actually think that the sallies who are really in charge might cut back production and stabilize the price of oil at a higher level as so many in opec would actually like. however, i beg to differ. i think it is obvious from the action today that saudi arabia wants to maintain the market share by any means necessary, and to do they have to keep prices low to slow down u.s. production. we got some amazing numbers today. get this. even though capital expenditures in the oil patch have been cut to the bone our country's oil companies still expect to increase oil and gas production versus last year. that's incredible. and certainly not what opec wants. here's what really matters about oil and gas prices. while there are only a few major oils in the s&p 500, there's been a major propagation of all sorts of medium size oil companies and pipeline companies that many individuals and some institutions own. today was a virtual blood bath

for all of these stocks. holy cow. it is almost as if they are pricing in $43 a barrel. that was the low of the cycle. and we're only at $58. the decline is scaring people. making them wonder if we're going into a recession it's happening so fast. remember the velocity matter more than direction. and people think if the fed starts tightening issue, it's only going to get worse. the operators are taxed on about 90% of the economy. lower jet fuel prices are imperative to get the airlines back in shape. they were hit hard today. don't forget the airlines also suffer from a strong dollar. tourism of the u.s. has been cut dramatically. it's too expensive to come here. now you know what will happen what will mitigate them. we shouldn't just focus on the negatives. we could get a resolution in greece. perhaps an inline employment number or a soft one and put the fed on hold.

we just need to get past the opec meeting. that said i would be remiss if i didn't acknowledge these are all real problems. they aren't made up. you know i think that greece ultimately will not be big. but right now, it looks big. there's typically a relief rally that comes after big bad events. however, that relief rally may not occur until tuesday. for some of you, that's a lifetime away. let me give you the bottom line. the sell-off, i'm declaring it rational. it makes sense. get ready to buy shares of your favorite company at discount prices or strap yourself onto the mast so the headwinds don't cause you to panic and dump everything at what might be the most possible moment. as we always say, panic is not a strategy. steven in new york. steven. >> caller: greetings, professor cramer, from beautiful finger lakes of central new york. >> holy cow, i was talking to

somebody the other day from there. >> caller: fourth time caller. longtime viewer. i wanted to inquire about l brands. each time during my first three times, you recommended the stock in the mid 40s, mid 50s, and also in the high 60s. thank you very much. they closed at 87.17. if your viewers or students have been paying attention and taking notes, they made a truck load of money. the question is while both same store sales and quarterly reports have been positive the stock is off 9% from its high of $the 9 /* 95.78. >> what we're getting is people who are selling domestic stocks and buying international stocks in the financials, betting that rates may be going up and the dollar has peaked. this was a play on the dollar not peaking. if you take a longer term perspective, it's a superior retailer. this is a sector move not specific to l brands.

now to will in california. >> caller: hey, jim. boo-yeah from san clemente. >> i've been to san clemente. it's fantastic. >> caller: we love it. anyway, jim, i wanted to ask you on a little-known biotech called revance therapy. i think they could have a game changer in the botox market. >> i totally agree with you. look, are the speculative stocks doing well today? no. but you're onto something. we looked at re-vance therapeutics and were working on a web far for the street.com and trying to decide if it should be included in the mix. stay tuned. jerry. >> caller: i'm calling about blue. i got news yesterday after the close the stock was going to open today about $9. and it ended up today in a down market. what i'd like to know is blue

bird, is it a buy, sell or hold? >> it shocked me that stock was down in the news of the cell gene that came after the bell. i said, make the market is even crazier than i am. the sickle cell drug is working. it's my favorite of the immuno therapy drugs. that company is first-rate. i like big blue. not the giants. the drug company. today's selloff makes sense. people are worried about tomorrow. you need to be ready to buy stocks at a discount. we have a couple of problems here. real headwinds, even if i think that one shouldn't be. on "mad" tonight, t-mobile and dish soaring on reports of a potential merger. should you tune in to the hype? and carnival cruise is sailing past recent pr nightmares. i have the ceo. and the single hottest stock in the entire market right now. i'll unveil it just ahead.

so why don't you stick with cramer!

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how to you kill a rumor that makes so much sense? i'm talking about talks between john lesher is dish network's charlie irgi nirvegs to create one giant company. both stocks were roaring today. last night the "wall street journal" reported that the two titans were talking about a merger, which to be fair has been chronicled by me and my "squawk on the street" co-host through interviews. the merge company frankly really compelling. dish has lots of spectrum needed for a big phone company, and obviously has the television

feed. t-mobile is the most aggressive carrier with the fastest growth but a critical shortage of spectrum. john legend is a rebel with a cause. charlie is a big thinker that has always tried to make dish into a powerhouse. both are comfortable in being in uber deal mode at all times. neither denies they like each other. both have talked about the advantages of a combination in admittedly abstract terms. the rally isn't the only evidence that something is happening. the cell phone tower stocks which have not been that good all roared higher today despite the hideous action in the overall market. they have been underperformers because the big tires seem to have slowed spinning. but if you compare with the spectrum's dish with the spectrum's sky t-mobile they could do a nation wide buildout today. i think what the market is saying is there is an inestestit

inevitablility to it. john legere said it was his birthday, but if it he was going to talk, it would be with us. someone asked in the tweet if the talks were for real. his tweet was later taken down and people are interpreting his delusion as meaning that the propins pellspro proprinceprothe two principles were in talks. he tweets often about his love of spinning. and, well i wish it were more than that, but that's all it. i know that john was supposed to come to new york city today, and he didn't. but that could be for a number of reasons. what's most important here for you is that when you see two stocks go up on takeover talk in this environment, and then they don't go down after the talks are basically characterized as a tad evergreen and not urgent

the smoke tends to be accompanied by some fire. think about all the deals in the pharma and food and telco and cable spaces lately. the stocks ran up ahead of the transactions, exactly like t-mobile and dish did today. to me that suggests it's been leaked. if they can come to terms, you'll have a colossal dog with a television tail. let me give you my bottom line. if recent history is a guide, the smoke before the fire is thickening, and i haven't seen this much smoke since a meeting before the charter of time warner cable deal. and that deal was just as inevitable as this t-mobile-dish merger seems to me at this moment. larry in new york. larry? >> caller: hey, boo-yeah from western new york. >> what's going on? >> caller: your thoughts on a

faith acompli. frontier. overweight/cautious. i had never seen that before. >> that's kind of a split personality upgrade. i'm tepid on this one. why? i know it's got a big yield. i prefer growth in a yield. i think the business is still in a bit of a decline. others might quarrel with that. i felt that way about century tell and wind stream. so far, i have been right to stay away. i'm not budging. i'm not going there. allen in new york, please. allen. >> caller: jim. netflix. too late to get in or is it still a buy? >> i don't like stocks that are roaring in what i regard as a tepid tape. a discouraging tape actually. what i like to do is put someone, because i happen to think of long-term vision of netflix, i think it will be

terrific. wait for a pullback that's inevitable. not every stock can go up every day like this one is in a market that's not so hot. so put some on and wait for it to come down. never baughuy all at once. robert in texas, sure. >> caller: howdy, partner. >> how are you doing? >> caller: i'm talking about verizon communications. what happens to verizon buying aol for an estimated $4 billion? so what's going on? >> oh, it's good. verizon is down. a lot of people are switching horses. this is a typical game played on wall street. verizon becomes hot. at&t goes hold. at&t gets hot. verizon goes hold. right now the street is looking for at&t because they like the directv tie-in. verizon will go higher. i wouldn't pull the trigger until 45 46. but that's not that far from here. some deals make sense.

if there's a rally in stocks even after the talks slow down i think there's an inevitable tie-up going on. what a great gift for dish and t-mobile shareholders and to the birthday boy legere. still ahead, carnival. is it rough waters or smooth sailing ahead? i have the captain. and plus all this june swoon talk got you in a tizzy? i'll help you protect yourself when we play am i diversified? stick with cramer!

on a nasty day where once again we felt like our market was at the mercy of europe's hostal negotiations with greece i think it's worth remembering that individual companies are capable of taking control of their own destiny with. that in mind i want to highlight one of the most impressive stories of our era, if not the most impressive turn-around story. i'm i'm talking about carnival who have had a series of unfortunate events over the past few years. the triumph incident, where an engine caught fire and the ebola scare on one of their

ships last october. yet after all of the negative circumstances, carnival is going strong, reporting sharply better than expected numbers. they have done an excellent job repairing its image, including the social impact cruiseline called fathom. carnival launched it just today. people who want to do good can serve as well as take a cruise at the same time. i want to check in with arnold donald the president and ceo of carnival. he took over in 2013. he has master minded this entire turn. to get a better sense of where his company is headed. good to see you, sir. >> good to see you. delighted to be here. >> i'm going to give you the floor. the turn-around of carnival corporation is probably what we'll be studying in business school for many years. just give me a couple of steps that made it happen. >> very simply, we started with a great company. so we had a fantastic foundation. and then after that it's just aligning our nine brands at the time. today we announced the 10th.

but our nine brands around common objectives and having them communicate, collaborate, and coordinate with each other. and then we have to change into cruising, including being on shows like this. >> when i looked at your company and read about the scale of it and we see whether it be mattresses, whether it be the 250,000 users, i was thinking with 101 ships, are you bigger than the u.s. navy? >> that's a good question. i have never compared number of ships, but i doubt it. i think the navy has a few more than we do. >> at the same time have you been able to use the coordinated buying power, and cut costs and because of the popularity raise ticket prices, which is the holy grail of what investment is about. >> our goal is to deliver double digit return. the path to that is through ticket yield onboard as well as onboard revenues. give the guests more of what they want. the key to doing that is exceed guest expectations. if we exceed expectations they'll tell everybody about cruising. and that's what we need. there's no more powerful marketing tool than word of

mouth. >> let's talk about the marketing and also big data. i was impressed you have done a canvas of your customers. and you have millions of pieces of data. and 10 million impressionists in an ad campaign. how is that possible? >> the super bowl ad campaign. i gave the team the task. we want to win before the ad ever runs. we put something together, and we had 5 billion impressions before the tv spot ran. after it ran, we had another 5. it went up about 10 billion impressions. cruised cruising is the greatest bargain and greatest vacation that there is. >> bargain for sure. i think that there is a generational gap necessarily between who might be interested in cruising and also a generational gap between a group of younger people who are not just happy having a great time. they want to have more than that. so talk about this initiative. i thought this was brilliant actually. >> well, fathom is our newest

brand. its target is focused on one ship, 700 plus passengers going to the northern part of the dominican republic where we have a destination we have developed, amber cove. but the purpose here is to work alongside impact makers in the dominican republic. these are organizations that have a long track record of success, of transforming communities in the dominican republic. you can do things like develop water filters, work with a collective and produce additional cocoa allowing that collective to be financially strong enough to hire more people. teach english to young people. totally transformational. it lifts them out of poverty. and older people as well. >> i have to ask you, it seemed with your background i watched a very good local tv program about you and new orleans. and i know the area because my daughter goes to tulane. you're a boot straps guy yourself. >> yes i am. i grew up very poor. typical american story. my mom and dad believed in education. and education is the port of

prosperity meaning fullness of life and prosperity. they insisted myself and my four siblings and the 27 foster kids that they took care of over time all, you know, focus on education. so it paid off for me. >> education is the first couple of days of the fathom cruise right? >> exactly. we emphasize education. the cruise is as much for enrichment of the traveller as it is for the impact. but the two together produces a transformative effect, both for the traveller and the community. >> your most recent conference call you talked about onboard, which is really important, some of the additional charges that people incur because they want accoutrements. you said a lot is that the economy is getting better. you're seeing what looks like maybe a worldwide uplift to some degree. >> we are seeing an uplift in our business even where economies are not better. part of that is because of the 120,000 passionate employees have i and how they continue to engineer things that continue to

exceed expectations and just give the guests what they want. they are on vacation. you give them what they want onboard, they'll buy it. we have to understand our guests. that's back to your data mining and the market segmentation work we do. >> people are struck with -- you have $6 billion in costs. some of it is oil and some of it is production. but you have been able to cut back dramatically the amount of oil you use since you took over. also water filtration. >> on the fuel consumption, that happened well before i came. since 2007 and we're continuing it, we have reduced consumption by 25%. of the fuel consumption. and then we've added -- this year i added a number of dry dock teams to install additional fuel conservation technology some of which are things like l.e.d. lighting and also improve the engines.

but we buy airline travel for our crew. and we had never coordinated those purchases. that's been a big opportunity. but the key is to drive yield. yield is how we'll get to double digit returns on investor capital. and the key to that is exceeding guest expectation. >> just recently the whole trend has been up from what i can tell. the sales have been up. the onboards up. and the tone of business is terrific for you guys. >> as we reported last quarter -- >> i know. i'm trying. >> as we reported in the quarterly earnings yes, things are looking very good. as always there's challenges out there. the world is never perfect. fuel prices come down, but the dollar gets a lot stronger. there is geopolitical tensions. you can't sail to certain regions. some higher yielding itineraries are not available to you. it happens every year. despite that, our task our mission, double digit return on investor capital in the next three to four years. >> i want to congratulate you on the textbook turn that most

people didn't think could happen. the future looks bright. arnold donald the president and ceo of carnival corporation. and they have 10 lines now, including fathom. go to the website. you might be inspired by fathom and you might want to take a trip. stay with cramer. coming up super galactic stock? it's a biotech that's rocketed up over 200% in the past year. it could be the hottest stock in the universe right now. but can it go higher or will it come back down to earth? cramer's got the ceo, next. when a moment spontaneously turns romantic 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.

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we need to talk about what may be one of the hottest stocks in the market right now. it's a small cap biotech company that has seen stock double since late april. some of the move is because the stock was rebounding from a 24% pullback the previous month, but a lot of it has to do with alder specifically. what do they do? they develop -- and it's very important that you develop this -- antibody phased

therapies one for chronic migraines and one for chronic diseases like rheumatoid arthritis. the company released extremely positive data for migraine treatment last month. the analyst community has been raising price targets like crazy. plus, with many more catalysts coming with clinical trial results in the second half of the year. we always have to ask ourselves, is alder ahead of itself or is it worth looking? let's take a closer look with the president, founder, and ceo. welcome to "mad money." >> thank you. glad to be here. >> before we get started about what your drug does, there are a lot of people who have never experienced migraines and don't know how bad this is. so why don't we first tell people what you're trying to deal with, what the need is and then what alder does. >> that's exactly right, jim. i think the thing to understand is in this country alone, there are 36 million patients who have migraine. and amongst those 36 million, there's about half that suffer

from five or more migraines every month of their lives. >> can you work if you have that? >> absolutely not. in fact, some of these patients are suffering from 15 to 20 migraines every month. and when you have a migraine unfortunately what happens is you experience nausea vomiting light sensitivity, sensitivity to noise, and so all you really want to do is go into your room, pull the drapes, turn off the lights and hide from society. >> my understanding is that the goal with your company is not to try to give them aspirin when they have them but >> that's exactly right. the target that we're going after seems to be the primary initiating event for migraine. and by having a long-acting safe agent onboard like a therapeutic antibody, what we're able to do is prevent that initiation from firing off the migraine from the get-go. >> and acting how long? >> in this case one dose of this drug lasts about six months. >> wow. >> in these patients. >> there are other companies, notably lily and teva that have

competing drugs. what is your -- i know you're in trials but the claim that your company is getting makes me think that you have something that may be better than those companies. >> one of the things that the team at alder is able to do in my mind is make antibodies that are better than propertiwise than anybody else is making. they are long acting. we have rapid onset of the efficacy that we see. we have convenience in terms of how we dose the antibodies. we manufacture it with technology that allows us to be very efficient so the costs are minimized as well. >> convenience factor versus the others. what does that mean? >> what we believe patients in the migraine space want is to dose themselves less frequently. so the other programs are focused on once a month dosing. and we think that we can go with once a quarter dosing. >> and intveinous needles, pill form? >> we will have two modes.

one is you can go to your doctor for a simple iv infusion. the other is self-administration in your own home. >> it's for healthy people. is that healthy people with migraines or healthy people that don't even have migraines? >> we test in healthy people to see how it performs. and then we move to patients once we know how to dose the drug. >> when you're seeing rather immediate, you're saying maybe people that haven't had many migraines since they started from what you can tell? >> we see patients that have 10 and 15 migraines per month are having zero migraines. >> that's important. the current formulations people are trying to do is just cut down the frequency and duration. this is zero. >> we see about 1/3 of the patients that have no migraines. >> there isn't anything these people wouldn't pay for that. rheumatoid arthritis. this is something far more

serious than regular arthritis. you're early. what are the prospects? >> the drug that we have again, is one that acts very rapidly. we have done a head-to-head trial with the best-selling drug out there now, called humira and the alder drug delivered more patients to remission than humira. >> it's the greatest selling drug of all time. it's doing $16 billion. the prospects of that -- >> in the study that we did, it delivered more patients to remission than humira. >> is this because you have the superior ability to do antibody work? >> this is the team at alder that have really favorable properties. >> now i understand now. the difficulty for me when a stock is doubled is how good can it be. but obviously, these are two gigantic needs that are met by something that is currently met that is inferior. >> right. >> do you have enough money to be able to develop them and get them to phase three? >> today we are well funded. we raised about $200 million in

january, and that will take us through the next significant clinical milestones we have upcoming this year. >> now i get it. it's big. that is dr. randall schatzman. alder. gigantic unmet needs. "mad money" is back after the break. tomorrow kick off the trading day with "squawk on the street." leave early go roam sleep in

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it is time! it's time for the lightning round. are you ready? time for the lightning round. let's start with terry in north carolina. >> caller: jim thanks for taking my call. can i have your opinion on

baxter international? >> i have been pushing it in get rich carefully that baxter should break up. that's what people are doing. people are freaking out. i say have patience. perry in new york. perry? perry? >> caller: hi. a big san miguel boo-yeah to you, jim. >> i'm take this to go. >> caller: i want to know on taser international. >> i think that taser is the answer for a lot of problems we are reading about. law enforcement, it's a tough job. i do think that the taser answers a lot of questions, so i say it's good. sammy in virginia. sammy? >> caller: hey, jim. hi. checking on a stock i got a tip on. gigamon. >> it is a big data play. boy, has it been big. and i think it stays hot.

to georgia now in massachusetts. >> caller: hi, jim. i'd like to know about exact sciences. what do you think? >> exact sciences we got in very early. i feel like it has had a big run. this company does the test for colon cancer. i think it's good. i have to tell you, it's had a very big run. but once again, it is good. to me it's gotten a little ahead of itself. we got into it very early. to ron in pennsylvania. >> caller: jim how are you doing? >> not bad. how when you, ron? >> caller: question on kinder morgan. i own it. i like it for the dividend. i know you liked it. i want to buy more on the pullback. what do you think? >> wait until 38 or 39. you have to pare back a little. you need protection against the interest rate scare that we're having right now that is horrendous. steven in texas. steven? >> caller: boo-yeah, jim.

i wanted your thoughts on biogen. >> that is really important. i want to make it clear to people that i have not backed away from biojen, from gilead. none of these. including the now controversial celge. these are the biotechs of the big pharmas. and biojen has a great drug against alzheimer's that could be breathtaking in its halt of the disease, we all hope. >> caller: i am down 15%. what's up with spirit air in specific and the transports? will they bounce back? >> the airlines are now in the house of pain. why in the house of pain? because gasoline jet fuel is going up. at the same time they are now being more competitive and adding capacity. this is a nightmare for the group. you've got to wait until after they report again and numbers

come down before you get any stability. as long as numbers are in flux and going lower, the group will not get its sea legs. this is just how it works. we spoke to doug parker. he said listen we have to play the game of -- [ buzzer ] >> of competition too. and then we had gary keller from southwest. again, it looks like the group's in flux. you don't buy it when it's in flux. rick in illinois. >> caller: jim this is rick from spring street bar. i'm calling about incite. buy, sell, or hold? >> we have liked incite. there's a bunch of them we have been detailing. but this is one that we think is a good one. mark in california. mark? mark? >> caller: yeah. big boo-yeah from 49er country. how are you doing? >> what's going on? >> caller: what do you think

about davita? >> i think backstrom is far more effective. and that is the conclusion of the lightning round! [ buzzer ] the lightning round is sponsored by td ameritrade. that updates to all your devices. and you can share it with one click. wow. how do you find the time to do all this? easy. we combined every birthday and holiday into one celebration. (different holidays being shouted) back to work, guys! i love this times of year. for all the confidence you need. td ameritrade. you got this.

hey, cramerica. summer is coming and we're all excited about some fun in the sun. but just like i protect myself

from too much sun exposure i want to make sure you're protected from being overly exposed to any one area of the market. if you soak up too much stock in any one spot you will get -- well i don't really -- no i have this sound. burned. all right. that's why we play am i diversified. you call me, tell me your top five holdings. i tell you if we need to maybe mix it up. we'll start with a tweet. love the show. apple, tesla, hertz, groupon,. >> tesla, auto. apple, tech. and hertz, auto. but rental. so we have a rental company, digital company, oil company, auto, and a tech. i'm going to bless it. but quantitatively, financials don't like it.

groupons not doing that well. apple good. jerry in michigan. >> caller: hi, jim. i'll give you my stocks. lamar, everett advertising, lmar. and ete. alcoa, aa. travel cco. fmc corporation, fmc. >> okay. interesting portfolio. it's very diversified. but carnival corp. we know they are doing incredibly well. let's call it travel and leisure, okay? alcoa. diversified manufacturers. they are also getting titanium. energy transfer. high yielding pipe company. fmc technology is varied technologies. lamar is advertising. oil, aluminum. diversified metals. and then travel and leisure. i think that is absolutely perfect. ♪

and now to andrew in florida. andrew? >> caller: hey, jim. thanks for taking the call. recently i started helping my mother with her portfolio. and i wanted your opinion on the top five holdings i've added. second generation cramerican is going to list them off, my son sean. >> go sean. >> caller: the five stocks are, starbucks, underarm our, halliburton, white wave, and apple. >> wow, wow. i think sean's got horse sense. i'm just putting it out there, okay? all right. underarmour is apparel, and we know they are doing well. it trades on earnings. and try to take a longer term perspective than just this week. starbucks, unbelievable numbers this week out in the journal. doing so well i have my starbucks card. i hope you do too. apple.

white wave, now free to trade. and halliburton, comergent with baker. oil, apparel, retail tech, and all natural and organic food. i say perfect. sean -- ♪ >> stick with cramer. using wellness to keep away illness... and believing that a single life can be made better by millions of others. healthier takes somebody who can power modern health care... by connecting every single part of it. for as the world keeps on searching for healthier... we're here to make healthier happen. optum. healthier is here. i heard i could call angie's list if i needed work done around my house at a fair price. sure can. so i could get a faulty light switch fixed? yup! or make a backyard pizza oven? oh yeah. i can almost taste it now. tastes like victory. and pepperoni...

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is now the most famous horse in america, american pharaoh, as they race against history for the most elusive title in all of sports, the triple crown. this weekend they take on the belmont stakes hoping to be the triple crown winner first in 37 years. in the market, we have greece. we have to get that resolved. i'm concerned that people think let's ike a lehman brothers event. it's not. and the opec meeting. i think oil comes lower. stocks are hurt by that. and then at 8:30 tomorrow morning, the employment number. we have to get through all three events before the market can rally. and i mean when we get through this, i mean real headwinds. government breach. that's palo alto and fireeye. i'm jim cramer. i will see you tomorrow.

>> in this episode of "secret lives of the super rich"... the most expensive home in all of america will make your head spin. how many people can fit in this room? >> i would say, over 1,000 people. >> they're drillproof... bulletproof... and sometimes rigged with explosives. >> we did a whole vault just for shoes. >> the ultimate luxury safe. you have to be super rich to buy a mega-yacht. meet the man who bought 18. how much do you spend, in total, for those 18 boats? >> i never try to add that up. i'd be scared. >> all-gold everything, from shoelaces to chopsticks. the man with the midas touch. "secret lives of the super rich"