time to take profit. >> sell the facebook. >> lgf on the back of earnings today. >> i'm melissa lee. thanks for watching. see you back here tomorrow at 5:00 for more 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 crameria. other people want to make friends i'm trying to save you money. call me 1-800-743-cnbc or tweet me @jimcramer. fang! fang lives!

yeah, fang. facebook, alphabet, netflix and google. dow dipping four points and slipping back. the one i was most worried about was facebook. not because of its earnings multiple. low for a company with 41% revenue growth. so i was concerned because i wanted to be sure the investments started to pay off. silly me. who was i to think that $19 billion is an overpay or doubt oculus. or the gaming category with 250 million users. that's scoring faster than any other cohort in the world. call me moron but i was simply

taking my queue from the headline writers and the bears and that's never a wise sign to let these negatives do too much. now the bears are still growling about facebook spending. do you know what they're like? you have to get another animal. not the bear. you to go, they're not listening, they're not listening. what do i mean by this? consider the headline from wall street journal about the truly blowout quarter. facebook earnings rise despite higher costs. wrong! facebook earnings are rising because of these higher costs as the chief operating officer said several times in the conference call in different ways we invest. that's what they do. they spend 3 billion, 63% year over year in what it takes to be great because i'm quoting her again. our quality today is our revenue

tomorrow. >> our quality today is our revenue tomorrow. i like that. quality comes from investment. in the best people, the best ideas and best companies. that allows them to get the best co writers. the people will have what it takes to cut it and 99.9% of people don't have what it takes. anyone on that conference call can't help but remember the initial calls out of the shoot when facebook first came public. they were amateur hour. dismal predictions about obscure advertisers, gaming companies. look it was all about zinga that first conference call. way too early to buy zinga by the way. it's about proctor and clorox. in one example on the call, ikea where a $35,000 investment in a facebook campaign produced $2 million in online sales when the

stores were physically closed. direct response, branding? i don't know. how about knowing the consumer? gook facebook is the way to get in touch with people or does anyone understand when he had his failure to see mobile coming. now about a fifth of the world's population check their facebook on mobile. a billion people check facebook once a day. that's how you get the 41% increase in revenue. that's how mobile produces 78% of the total advertising revenue. 73% increase in one year. you heard me right. 73% increase. so much for not knowing mobile which helps more than 2.5 million active advertisers. and there's no ceiling in sight. american adults spend 25% of their media time on mobile and

advertisers are catching up to the total which includes individual yee views that can be advertised in tasteful and subtle ways. it's the only way that facebook allows it. you know the old joke about advertising that half the people look at the ads, we just don't which half. that doesn't apply to facebook. consider the concept of groups. something they talked about early on in the call, did you know that 925 million people now use groups every month. that's like networks. 925 million networks. that number is from advertising heaven. as usual they don't know they're part of this targeted group. my wife belongs to what would virginia wolf do? that's what the group is called. they call it women of a certain age. those in their 40s and 50s and when i asked her does she ever click on ads for her what would

virginia wolf do group, she told me she didn't. even if she found herself clicking on the ad, a terrific video she didn't regard as an advertisement. now that's user engagement, that adds to recall. it makes an advertiser know to a perfect cohort. that one that discusses every issue. you want advertising some stagnant cable channel losing viewers and can't tell you who is watching or do you want to target women of a certain age with ads that hit them in the bread box. they're losing viewers to took and the advertisers like clorox are spending a huge chunk of advertising budget. there's a billion of them and those people don't have internet

connections yet and a big portion of that group is about to get it because an internet fed populous is a smarter populous. good luck trying to stop facebook. it's a force that's even bigger than your party. yeah, with all of these weapons facebook is pretty much unstoppable right now. it might stay that way for years to come. investments into instagram and what's app. and facebook is just one of the unstoppable stocks that make up fang. do you want to know what's putting whole foods on the run causing walmart to step to nowhere, amazon. sure they have to worry about other natural and organic scores but that's the real enemy. amazon prime makes it all worth while. remember when it was slowed by credit card changes to $27 in a

heartbeat? looks like it is a temporary phenomenon and the bridge is being crossed. hence the stocks will run to new highs. and alphabet with it's google stock monicure. until the split, you didn't want them to spend money. now they show you tremendous profitability. that company may be the most lucrative of them all. it would be foolish of them not to go for the international nfl contract that's about to be lead. a 9:30 start time here is not so hot. that gets translated to primetime in asia which is what no one sees to be talking about. no one likes to shop. they like restoration hardware or starbucks. the roll at your fingertips. all based on mobile. and a little of them didn't even

see it coming. this is it. this is everything and fang owns it. at the bottom line you find them all in one place. fang. fang. not fangers in retail media entertainment, finance, eat your heart out, facebook, amazon, netflix, and google are ready to sink their fangs into you. once in, they never let go. susan in california, susan. >> virtual reality is in the news. time magazine just had a cover story suggesting time has come. how long will it take before it shakes up the market and which stock do you recommend? >> we're not going to fool around with this one. the answer is so simple. plain as the nose on my face, we're going facebook but you know who understood this more than anyone, mr. oculus himself, mark zuckerberg and have to tell you it's going to be so

exciting. i may even turn into a gamer and that will be something because that call of duty and grand theft auto, i'm a passifist but i'll take a look at them. >> booyah from connecticut, what's up with the margins. >> people are worried about the weather. it's so cool. there's my daughter. very cool. kyle is texting me. what are you doing bothering me during the show. i look at the weather, 64 degrees. that's too much winter clothing on the shelves and that's what under armour and people are worried about. i think it's okay. how about john in florida, john. >> hey, cramer. >> how is it going? >> all right. man. sales force about 10% autopsy.

should i wait until after earnings and before earnings? >> it doesn't report for a couple of weeks. it will be a really good quarter they're at the sweet spot. social, mobile, cloud, connectivity and artificial intelligence and that's pretty much everything that is owned in this. can i have roy in colorado, please? roy. >> greetings from the home of the denver broncos. >> i'm playing your defense this week. i sat them last week. it was a big mistake. i'm sitting c.j. he has broken the heart of all americans. >> my question is ford or gm as a long-term dividend stock. >> dividend stock i'm going to go with gm. they have more cash. i am concerned about this uaw stuff but gm has more cash because, you know, let's just say that they are stock piling so i like that a little more. all right. here we go.

facebook amazon, netflix, google, aka alphabet, they are all about making green and disrupting so many established players they simply can't keep up with their innovation. on "mad money" tonight, has fireye lost it's flame in this market? i'm sitting down with the ceo. is its move to buy back strategy? and plus the ceo to see if he can continue to company's tradition of being one of the best industrial players ever to appear on "mad money." so 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 send us a call at 1-800-743-cnbc.

miss something? head to madmoney.cnbc.com.

what on earth is happening at the cyber security space and just as important what are we

doing with fireye? one of the leading cyber security company with a stock bl obliterated. and down 60% from its highs. it is a high quality machine based cyber security platform that provides it's client with real time protection against cyberattacks and they're wildly regarded as the best forensic specialists in the business. the company you call in after your business has been hacked to figure out what's happened. right now business isn't good because there weren't enough high profile hacks and the chinese have taken a pause from their hacking ways. so when they reported this morning they had a larger than expected earnings loss on weaker than anticipated sales. what frightened investors was that management flashed the guidance and gave it well below what the analysts were looking for. plus it's not exactly encouraging. company talking about a slow

down and we're going to find out more about it. on the other hand this stock has to represent a descent value at some point. let's take a closer look with the chairman and ceo of fireye and find out more. welcome back to "mad money". >> thank you for having me today. >> you did describe in total, let's say -- it's a change in the way companies are spending a strategic shift in the way companies are spending on cyber security. i'm trying to figure out how does fireye be profitable? >> i'm glad you brought that up. it's a good point. you have to journey fireye's been on over the last quarter. the company has grown to a million dollar company in less than 12 quarters. a beneficiary at times with a surge in cyber security.

read about headlines and breeches and things going on and at first when these came out, this news, there was a shock factor and awe factor and that created a lot of emergency spending and sort of reactionary spending that occurred and fireye took advantage of that. we grew our company and went to a platform and i'm every bit as excited as i was back then to the future of fireye because the market has cycles and you eluded to one. sometimes those cycles are up and to the right. sometimes the cycles change a little bit and often times cyber security companies like us are tied to the cycles of the threat landscape and with a lot of what we're seeing in the marketplace with china and china peace treaties that we're seeing, it's changing a little bit but i would also point out we have threats from isil, threat from the peninsula, iran, syria, north carolina with sony so it keeps evolving and fireye is well positioned to take

advantage of that over the long haul and it's short blip in the grand scheme of things. >> one of the things i did find disturbing is you had a miss in europe. they're getting back on their feet and starting to spend. this was contrary to a lot of what i'm seeing in europe is that the companies are beginning to spend more with information technology. what's going on with fireye. >> that's on us. we have to perform a little bit better. fireye like any company has to perform better and we will. we're fighters. i think this moment in time is a good chance for the company to rebound. europe is healthy enough for tous grow and we have to be able to do that. sure, there are safe harbors and privacy issues and some occasional anti-americanism that goes on post snowden and no

excuse, we should be growing and growing better. we put in a new management team to do it and we have come out with products and offerings to drive europe in the future. we'll get there. >> how about this change in contract. that also surprised me. >> well, that one is a little more episodic because we had a large federal contract, an 8 figure deal that was a five year contract at the time we reported that a year ago, we talked about a spike of four or five months at contract length and resulted back to more normalcy. once you take away that one time event. we're seeing some landscape change a bit. so we're being cautious a little bit to the length of contract and that is usually where you see it. the size of the deal, the length of the contract and we want to make sure that we create some risk tolerance to our plan going forward and, you know, continue to overachieve like we have been doing the last 8 quarters since we have been here as a public

company. >> so you think in this environment, let's say china does not go back to its old hacking ways and there's not any hacks in the last year s there a way to get the profitability. you're a seasoned executive. you have been at a lot of different companies, is there a way to get the profitability or do you say we're a niche company and we should find a buyer for $40 a share, a large company that really needs our expertise. >> a couple of points there, jim, number one, the threat landscape is still evolving and it's as dangerous as it's ever been. if china makes adjustment to their policy. think back over what happened the last couple of years. the chinese military has been knocking down the front door and also the type of attacks but along the way comes north carolina and other countries and other crime groups so it's a pretty dangerous environment and i think that's why it's bullish for us long-term and oh, by the way werks did have a billings miss this quarter and, you know,

that's on us a bit but we beat earnings per share or loss per share by 7 pennies and the bottom half of our income statement has been very strong. over a billion dollars in cash so we put this company in position over the longhaul. again this is one or two data points in the long journey for the company and i'm extremely proud of how much and how much distance we have come as a company and how much more we're going to do. >> we heard about iranian hacks. we didn't hear who, what, where -- i thought we were trying to make peace with iranians. what are they trying to get at? >> you have a growing super power in here and united states, china, russia and they're using the cyber domain to their advantages and at times there's

a political element and a pr element to all of this. i mean, china has made a peace treaty with the united states and a peace treaty with russia, a peace treaty to the united kingdom, with germany. all important trade partners to them. ultimately it's all part of the strategy that they're deploying when you look at iran or syria, they're all pieces of the global geopolitical chess game that's going on. the threat landscape isn't going to change dramatically. maybe the higher value targets. more government on government versus government on commercial but we'll still see it and i'll be really surprised if we don't continue to see some of the larger ones that we have seen in the past. maybe outside of u. s. soil coming up. i'm sure you saw talk talk which is a pretty big situation in england so we're going to continue to see this and of course fireye is going to be there for that and that's our mission in life.

>> i know it's not your job to look at the shareholder base but i had a feeling today that the shareholder base, some of it was just based on well there was a big hack at home depot, there's a hack at target and we'll make money at fireye. it's ar very episodic shareholder base. do you think the people in recognize there's a different strategy in fireye but it's no longer you pick up the paper tomorrow and find out that 285,000 people were hacked because they go to a retailer? >> you know, jim, my whole job here is to drive shareholder value. this is my 16th year being a public company ceo and i recognize that first and foremost and i'll going to do everything in my pow tore drive that shareholder value, which ever types they may be and what i see is a long-term shareholder growth opportunity for this company and i believe in that. this is a long game. we're going to witness cyberattacks in our lifetimes,

our kids lifetime. it's really important. so yes there are changes and cycles and some hype that happens but if you hook at how important the cyber domain is and how important fireye is to the grand scheme of things, i would bet on our company and i am and i believe in that and overtile we're going to show that. >> well, i want to thank you for coming on. a tough day. chairman and ceo of fireye. you're a good man. appreciate it. >> thank you for having me. >> these are expensive stocks. when they don't deliver the right numbers you see what happens. but if you believe in the cyber space theory and there will be a lot more hacks then down here you have to take a hard look at fireye. stay with cramer. >> coming up, damaged goods? whole foods may be a customer favorite, but on wall street, the stocks have been put on the discount rack. >> it's a tough quarter and we own it. >> after hearing from the ceo last night cramer weighs in on the one number that could decide the future for the juggernaut.

>> what can i say about whole foods? i have a whole foods 50 yards from my apartment, it's fun, amazing local products. on the banks of a river that's clean or at least the section of the canal that looks beautiful.

it's pure joy and a regular saturday outing for me. okay. well now let's deal with the business. in an industry that lives or dies by same store sales whole foods has become king midas in reverse and then falling at further minus 2.1 and i don't like that trend. gross margin, coming down. declining 96 basis points because of an increase in cost of goods sold. sales going down, expenses going up, no. whole foods response, take a huge bounce in part of its 970 of sales per square foot and then borrow up to another billion dollars more a lot of which is expected to be used

again to repurchase stock of this $10 billion company. whole foods is eager to invest in technology including digital to convert it's strong online presence and scrapping legacy platforms including those at the point of sale. it's on the cloud where it's behind the curve in investment. they're going to launch a second growth vehicle. 365 by whole food which is is they say a streamline value focus format for underserved communities to which i say do you think buying back a ton of stock is a great use of capital when you need to get back to the basics as the company said on the call? a concept by a very good analyst from jp morgan that asked what have you been doing? which is more of a rhetorical question than one designed to build a new earnings model. never a good sign on the conference call. this on top of rbc capital who questioned whether new attempts to fix point of sale systems and loyalty programs will work given the promise to improve the same

issues two years ago and has not succeeded. that's called open rebellion on the conference call and happened when they recognized whether they questioned the tough straights it finds itself in. nipping and moving aggressively. whole foods is still more expensive than everything but amazon even as it's so eager to buy back stock. it can hurt it's best asset which is a prepristine balance . it should be using every penny to fend off the competition and reinvent itself with new orders and new experiences or should the money be used to help lower prices on items that's not really a race to the bottom although whole foods suggests it is. honestly, i don't know. the two, walmart and whole foods do seem a bit analogous. but i think whole foods can

figure this out. the company can get back on track. it can experiment with that 365, the new value score format. it can reinvent with technology like social, mobile cloud, artificial intelligence. at some point maybe even soon. i'll tell you i want you buy the stock. but can whole foods both turn itself around and also spend a couple of billion dollars on buying back stock or even 1 billion? is anyone that good? sadly the answer is, i don't think so. not even the once mighty whole foods which i think can turn around the same store sales numbers because that dogged metric not sales per square foot nor a fantastic shopping experience filled with local fresh product is the true sign of profitable growth. that all professional investors crave including this guy. mary-anne in california. >> thanks for taking my call.

>> of course. >> why was dunkan hit so badly from the high at 56? the earnings were good next time. were investors expecting too much and do you think it's a long-term hold? >> no, i think the company made us feel that things were better than it turned out. the company does have a rosie disposition but those numbers were not good. they were disappointing and when icon trast them with starbucks i feel like they're in two different industries. january jan in ohio, jan. >> here's a buckeye booyah from ohio state university. >> buckeyes. >> i want to say thank you for your help for all us home gamers. >> thank you. that's why i come out here every day. what's going on. >> i wonder why constellation brands has been down lately? can you shed lights on this? is it related to the recent market activity of bush?

>> this is a great question. it cuts to something that i find a lot of people have to recognize in a given market that may not be that good a stock that is up 35% like constellation brand which is is modello and corona, i know this because we serve it at bar san miguel is profit taking. it had a mgood quarter. there's nothing fundamentally wrong with constellation brands. as a matter of fact, calling it a buyer. dennis in michigan. >> hi, jim, cri have lost over 4% recently. it let go of red lobster but yet has the yard house and restaurant featuring craft beers along with the olive garden, longhorn and bahamas breeze. what are your thoughts about the growth and buy now? >> people are saying the chart looks bad. we do a lot of chart work on

tuesday but that is a wrap. listen man that's one ugly chart. here's what i come back with. the yield is 3.56. when it gets to 4%, i don't care. that restaurants you put in the other i think is fabulous and i want to buy it with a 4% yield. now sometimes you have to separate a company from its stock and while you like me may love the experience of shopping at whole foods and i don't think it's that expensive, wall street has focused on its declining same store sales. something i'm not sure the that they can turn around. the stock is down 10% this year. i'll ask the ceo if the company can start painting a prettier picture. then i'm making sure portfolios are in check when we play diversify. just ahead in the lightning round. stick with cramer.

♪ there are no medals won for earning a living. it's just what you do for family. but it's hard to build a future if you can't see past today. that's why walmart is investing in the most important part of our company - our people. because a raise in pay, raises us all. ♪

>> we know that most of the industrials got crushed during the third quarter but ever since it ended these stocks have been roaring including the specialty chemical maker that produces all kinds of paints and most importantly coating. now there's been a changing in the guard as the company's bankable long-term ceo stepped down recently to be replaced by the former chief operating officer in a 34 year ppg veteran. if anyone was worried this company would miss a step during the leadership transition, he put those fears to rest when he reported a solid quarter on october 15th. the stock has been flying. 6% in the last three weeks. though it's pulled back over the last couple of days i wouldn't be surprised if this is simply a pause before the stock resumes it's upward trajectory. take a look. >> i'm so glad you're on the show but i have to start out with the obvious question which

is do you see chuck bunch and how is your administration different from his because he was probably one of our absolutely most popular ceos ever to come on "mad money". >> i see him on a regular basis. this transition has been underway for quite sometime and you know it's big shoes to fill but we have a great management team at ppg and we're certainly looking forward. >> it's not like you just came to ppg, right? >> i've seen every aspect of the business. i've been in europe and asia and it's been a great experience so far. i have been working with chuck for the last nine years so it's been great. >> let's start with europe and asia because in your first conference call i detected some positives about europe and going into the end of the quarter detected some positives about china. can you fill us in on how things are going since then? >> sure. car builds continue to celebrate and what makes me really excited is that southern europe is starting to get healthier fastier. obviously coming off a load base

but doing well. germany continues to do well. u.k. obviously france is a concern. when you shift over to china, we saw a little bit of slow down midway through the third quarter but we saw a little bit of acceleration in september and as i said on my call, october, you know, started out pretty good and we're anticipating flat up in china in the fourth quarter. >> now a lot of what seemed to happen in china in october is they reduced that tax on small engines. are those cars necessarily cars that you were involved with coatings? >> jim, i tell people if it moves we paint it. if it doesn't move we paint it. we're very strong all across china and all the manufacturers, those small cars are part of our business as well as the big cars. so we're some what agnostic in that regard but overall the china market, we are very bullish on. >> one of the things that struck me was there was this sell off in ppg that i regard as some what unnatural because it was

harder than the others even though your consistency is far greater than others i deal with. you deployed 150 million for a purchase of 1.5 million shares and that was far more than usual, actually. was that because you realize that the stock went down for no reason? >> no, jim. we're really engaged in buying back stocks on a regular basis. as you know, we'd rather do acquisitions first. but in this case we have been buying back stock. we narrowed up the range. we returned 1.5 to $2.5 billion to our shareholders in acquisitions to buy backs. we narrowed that up to the 2015, 2016 time frame and we're going to continue being engaged but acquisitions is our first choice. >> you used the term about painting season and i started thinking, i was talking to retailers today who are just dying because itsz so warm and nice throughout the country. is it possible that painting season can be elongated by the fact that it's beautiful in much

of the united states right now? >> it's certainly possible, jim. we find that the painters always try to shift their work from outside, inside as they transition from the 3rd quarter to the fourth quarter but by and large the paint season is starting to wind down but we'll be happy to take all the business we see out there. >> i noticed you had a terrific slide in your most recent report talking about room for expansion without cannibalization. i look at where you have stores it seems like west of the minnesota you're just not nearly as stocked and there's plenty of room to add new stores. >> there's plenty of room in the u.s. plenty of room in mexico. we continue to grow organically and our store in canada, the u.s., mexico, so we're excited about our business. >> you seem to be some what positive about an area i know some of the backs are concerned about for nonresidential construction. do you think architectural construction doing a little better in this country? >> we see a solid continued construction recovery. i think this is very beneficial.

that it's gradual. it's not a huge spike up. our glass business continues to improve quarter over quarter and i think this is good for the economy. >> and aerospace just remains strong. >> aerospace has been a great business for us. it continues to gain share and in the most recent announcement i'm sure you saw with the c-919 in china we had the transparencysor that's a fancy word for windshields on that plane. when he the paints and sealants and it's been good for us. >> sounds like everything is in good hands. certainly give chuck our regards. thank you so much. president and ceo of ppg, good to see you sir. >> thank you, jim. appreciate the invite. consistency what we want from industrials and that's what ppg gives us. "mad money" is back after the break.

z. >> it is time, it is time for the lightning round. >> and then the lightning round is over. are you ready? time for the lightning round.

wolfgang in texas. >> hello, jim. thank you for taking my call. i'm thinking about a small long-term position in alcoa. is now a good time to get in. >> i like that idea. remember it settled at $9. i like the action in the stock. i'm tired of hearing the aluminum is being dumped by china because it's not anymore. there's a deficit coming in aluminum. we need to go to keith in oregon. >> hey, jim. the company i'd like your opinion on has 66 communication satellites in orbit. the network spans the entire globe. great third quarter results and forward guidance. >> yeah, i know and many years ago i recommend the stock and it's just to hit the stock up and see exactly where it is and it's pretty much the same place. i just think if this is a tired company it needs to do something to boost it's growth. that's what we want is growth. >> let's go to richards in

california, richard. >> a great big silicone valley booyah, jim. >> richard, richard what? >> all right i'm calling today. i'm a long player. and i have agnc for sometime and i want to know what i should do. >> no, we don't want that. we had that yield which should be a red flag to you richard and i think that frankly i do not like whatnot knowing exactly what they own and i think it is a sell. john in texas, john. >> booyah jim, what's your take on greenbriar. you got to buy, sell, or hold. >> you know what, this say company that like trinity and railroads, you know what, you don't need to own this company. it's too risky and i see the rals all flowing. every single one of them. the stocks are all down about 25%. how about we go to don in ohio. >> jim, nordic american tanker. >> i know it's weak.

i don't care. i think the oil trade is coming back. i want you to own the stock. one more. i'm going to thomas in california, thomas. >> hey, jim, how you doing? >> doing well. how about you? >> pretty good. my question is about them. the estimates keep going up but the stock keeps it cut in half. >> we recommend the stock. it went double. it's now been cut in half again. nothing is really happened with the company the whole time. i think it's good. i think the people have turned on fashion, turned on shoes. look at the designer shoe warehouse but it's fine. that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round, is sponsored by it felt d d. ameritrade. like a custom screener on your desktop, 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.

earlier, you heard me talk about how unstoppable facebook seems to be right now. along with the success of the other fang stocks. does that mean you should put your entire nest egg into the social mobile cloud connectivity stocks to ride the wave of this trend? no. spreading your portfolio across a range is the best way to protect yourself and not lose everything if the market cools to one particular trend. i don't want to see that happen to you. that's why we play am i diversified? you call me or tweet me and jazz it up a little bit with some changes. let's start off with a tweet.

first up, am i diversified? not including the at least $10,000 in s&p 500 index, disney, biogen paypal, lockheed martin, gilead. disney, reported tonight. looks okay. paypal, that's the online mastercard basically. dprks gilead, lockheed martin very big position and same thing with biogen. we have a drug. we have a military defense. we have a drug. we have a credit card company and entertainment. we can't own both of these. that's not right. what we're going to do is exit gilead and we're going to buy 3m. why? because they had quite a quarter. how about allen in florida, allen. >> booyah mr. cramer. >> booyah.

>> thank you for having me on your show, mr. cramer. >> i'll do my best. >> and thank you for making sense out of the stock market. >> never easy. >> my question for you mr. cramer is i own shares of netflix, facebook, paypal, twitter and disney. am i diverse enough? >> well, let's take a look at this. okay, you know, this is like the fang issue here. facebook and twitter no, we're going to sell twitter. and we're going to keep facebook. netflix we're going to allow that with facebook because it's entertainment and this is a media but then disney is also media. this is very convoluted. i need a bristol myers. we'll get rid of twitter and put bristol myers in there. paypal. media, and entertainment. boy, that's too much.

we're going to get rid of disney too and why not put in, because we're already there, 3m. great quarter. make those changes. you have a portfolio that's too much like itself. all right. wow. that was some game. we had to do some real change ups here. listen i got the cowboys but i also have the cowboys i got the eagles and the cowboys. not enough diversification. stick with cramer. it's what sparks ideas. moves the world forward. invest with those who see the world as unstoppable. who have the curiosity to look beyond the expected and the conviction to be in it for the long term. oppenheimerfunds believes that's the right way to invest... ...in this big, bold, beautiful world. awe believe active management can protect capital long term. active management can tap global insights. active management can seek to outperform.

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tonight. here's some good ones. sky works. that's our favorite in the fast growing semibusiness. pablo data. right in the sweet spot of the mobile social cloud. shakeshack. much better and weight watchers where a lot of people are short. that did better. men's warehouse we have to get there because i don't like the way it looks. trip advise to off too much. that's a great consolidating play and disney we'll do a deep dive on the earnings but candidly i think it's neither here nor there in part because it was already hit so hard off of time warner's weaker guidance just yesterday. a lot on our minds but i have to tell you, the main thing we're talking about, the thing we care more about tonight, fang. there's always a bull market somewhere. i promise to try to find it for you right here on "mad money." i'm jim cramer and i will see you tomorrow.

[tires squealing] >> oh, my god, strong as an ox! crank her up! hi, i'm jay leno. >> all: hi, jay! >> hi, everybody, how you doing? and this is a show about cars... it's fun to drive cars that are really different. i never knew the beach could be so much fun! and motorcycles... [engine revs] and, well, anything that rolls... it's like driving a two-story building. explodes... i love the smell of napalm in the morning. >> yeah! >> or makes noise. >> have you ever run a dragster? >> no, i haven't. this is "jay leno's garage." >> start your engine! [engine turning over] [tires squealing] >> get out of the car, sir! >> tonight... aaah! pro driver myan spaccarelli and i play nice.