>> twitter hot shot here, b.k. >> a lot of questions about the twitter package. the clip up online so you can see the tweets. it was crazy, i got a couple of hundred followers just from that twitter pete? >> target. see you tomorrow. "mad money" starts right now. \s my mission is simp -- 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 philadelphia find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money" respect welcome to cramerica. other people want to make friends, i'm trying to save you money. my job is not only to teach you, but educate you. call me or tweet me. so much of investing depends on your time frame. if you think too short term, if you think like it. >> buy buy buy.

>> sell sell sell. >> you're often avoiding pain, but you're also likely to miss the big opportunities. sometimes you need t deal with a bit of anguish to be in a position to rack up the long-term gains, but that's very hard to do if you're always flitting in and out of stocks at a moment's notice. we see this thinking play out every day including today. the nasdaq dipped and i frankly find the behavior disturbing. there's no clear example of this sort of stock not owning, but renting than facebook. for the last couple days, the stock has been under pressure. the reason? a research note came out recently saying that what facebook reports in roughly two weeks, it might disappointed [ baby crying ] >> holy cow. a stock that's up big with a quarter that might disappointed? isn't that a clarion call to

sell sell sell? c'mon, right? s wait a second. every single time facebook has reported, there have been rumors it could be a rocky quarter. the problem is, if you really want to risk selling the stock of a company all over the front pages with new and exciting devices, interesting methods of advertising, communication, a juggernaut without peer except perhaps for snapchat for a very small portion of its business. do you want to dump the stock now when the market has become remarkably forgiving? do you think you can get out of facebook and then back in again if things are near-term solve, but long term great with a fantastic future? believe me, i obsess about these issues all the time. mime charitable truth bought facebook in the 20s. do you know how many times i've wanted to trade out of this structure for fear that it would go down after it reported?

trading out of the earnings may be tempting, the research director for the trust, he spotted a pattern that's happened all too on which after this company reports. facebook has beaten both the revenue and earnings per share numbers in seven out of the last eight quarters. the company has raised its forecast eight out of eight times, causing analysts to raid their own estimates by 15% on average in the days following each respective release. that frankly is outstanding. yet despate that amazingly strong history, how has the stock down? after the last eight quarters, facebook has closed down 50% of the time. in the week following its earnings report the shares have traded lower 63% of the time, with that pattern, how can you not want to sell going into

earnings? the odds favor the stock will be lower a week later. don't you have to get out ahead of the quarter? wrong. [ buzzer ] >> here's the issue. facebook has appreciated an average of 9% from one quarter to the next. the initial skepticism provides a buying opportunity, yet renting and flipping facebook has proven to be a sucker's name that's a lot of effort to avoid, and heaven help you if this happening to be one of the earnings report where the stock actually goes up. oy feel pretty much the same way about amazon. is there any doubt this company is doing well even as retail sales are down this month, and by the way, traffic at the mall is down huge. maybe as much as mid teens, double digits. wow.

amazon is delivers one step ahead of the posse. i think the consumer hayes turned against going to the mall, except for cosmetics, a new necessity because of the new high-resolution screen demands that you be made up before going out the door. someone said i looked like -- plus the millennial hate materialism and they don't want to waste time shopping. it's a huge change. that's why amazon has been such a long-term winner, but short term? this is a quarter where all of the so-called in the know analysts have said that amazon will spend too much money and the number they report nest week on april 21st could be very disappointing. so the other day i pointed this out and the stock rallies and yahoo, and twitter come out with gujz blazing saying i kept them out of the best stock ever other made them sell it ahead of a

fantastic run. i was just trying to give people a heads-up about a potential chatter. i, what do i really think of amaz amazon? there are instances where i recognize that my arnlz is inferior to others. i prefer bob peck. he's over at suntrust. i calm him that, because he's kept me positive through owns a high-profile stock like amazon. he provides a valuable perspective, putting out amazon web services, that one division could be worth $100 billion. that means the actual company you think of as amazon isn't nearly as expensive as it seems, even with the market capitalization entirely of, web service is the new mall. you high them and they get the job done better than you can. i can't easily say don't worry

about the quarter, but if i do that and it turns out to be the heavy spending quarter that most are talking about, and estimates have to be slashed going forward, i'll be the butt of a joke. people will be playing the clips saying -- you know exactly what i'm talking about. so i offer the caution not to get you out of the stock, but to warn you about a speed bump that might be jarring depending on your tolerance risk. just remember that there's a web services division that's worth a ton of money, and it's not reflected in the stock's valuation now. in the end i think the short-term thinking is insane. if you want a perfect example why, we did a live show almost two years ago from ville notch nova. my dad what there. it was sensational. i remember starbucks reporting right while we were filming. the moment the number was reported, it got hammer mercilessly. i looked at the results during the commercial break, better earnings, better same-store

sales. i thought it was crazy that the stock was being crushed. however, i also wished at that moment, which was going through my head, that i had warned people if the stock runs ahead of the quarter it could give up some gains, and then some, even on a good number, so they could avoid this anguish. now, on a weiss bit of coincidence tomorrow jay wright, the coach from villanova, will be ringing the opening bell. i hope to get to see him and interview them and starbucks reports next thursday. i'm hearing that the quarter may not be a barnburner. , a going back to the fabulous day at nova, you know what? i could even see the decline in the chafrt. in fact the stock is exactly double since that day at the fieldhouse. thank heavens i kept my mouth shut. here's the bottom line. stocks don't always get it right short term. if you play the short-term game, i think you might not be getting

it right, either. better to thing long term, better to own facebook from 28 or from starbucks to 30 to 60, to 621 now, than to sell them in order to sidestep a couple bucks, and a few hours in -- the house of pain. barney in pennsylvania, barney? >> caller: i've never heard you comment on intreksen. they appear to have about the only weapon dealing with the zika disease. i heard bill miller about two months ago on cnbc discussing this company that turns out to be the second biggest position behind amazon, what do you think? >> the 848 break where i did cross talk with squawk. you know, i talked with bill and thought it was an interesting speculation. we've done a lot of work on it on the show. i don't know if it will actually work, but it's a good spec. an marie in new york?

>> caller: i don't understand why mcdonald's p.e. seems low compared to the rest of the group when the stock has had such a big runs. >> the earnings are doing terrifically, and lot of it is easterbrook doing some job, and there's new technology they're rolling owl. i my that mcdonald's at 127 is still a buy. that's right. i think the stock can go up from here. let's go to robert in texas. robert? >> caller: yeah, jim, thanks for taking my call. >> no problem. >> caller: i'm a huge fan of the show. the question i have today for you is a petroleum. i got in a couple months ago. i doubled my money. i just don't know what to do i realize take half off. if oil doesn't go to 50, that stock will go back to 8. it's had a nice runoff. here's the problem with whiting. they have some expensive problems. i did work on a company that

went bankrupt, bought a lot of stock and oil, and whiting did that, too. so let's be careful, ring the register on half the whiting. a stock like facebook isn't made for rentic. short-term thinking i think could be difficult and not only that, i think it could be dangerous. on "mad money" it's a company you use every day behind a ton of your interactions online and you don't realize it. i'm revealing what it is just ahead. then it was supposed to be the worst earnings season in seven years, but it's more of a boom than a bust. and name the stocks that are shining the brightest and game does that stop has been feeling the pressure, but is it in trouble? i'm sitting down with the ceo after analyst day to find out what's next with the company. why don't you still with cramer? don't miss a second of "mad money." follow 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. this just got interesting. why pause to take a pill? or stop to find a bathroom? cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex do not take cialis if you take nitrates for chest pain, or adempas for pulmonary hypertension, as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, get medical help right away for an erection lasting more than four hours.

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if you want to understand the character of this market, it's really worth looking at the leaders, specifically the stocks that manage to join that exalted group known as the new high list. today a small company called the rubicon project just made a high. it's programmatic ad buying. they have taken the process of purchasing and selling digital advertising and automate it with one of the real-time cloud-basedsh that processes trillions of transactions each month. they amass a huge quapt of data that they then use to help their client get the most bang. there's -- i know i can cut half of my ad budget, i just don't know which ad to cut. it turns what had been an art into a science. the rise of digital may seem like old news, but the fact is

we're still in the middle of a shirr from old media to digital, which only accounts for about a quarter of the global market, and the programmatic segment is by far the fastest growing. they have plenty of competent fridays alphabet, however the rubicon project remains the largest independent automated solution. plus the company reported a fabulous quarter, acceleratingsh and a gigantic 39 cents earnings i think that's a part of the reason why -- the stone only sells at 19 times earnings. let's take a closer look with the chief financial officer of the rubicon project. welcome to "mad money." good to see you, sir. have a seat. so i was thinking when i started, we had all these companies that did all this advertising stuff. they all never made any money and went bust. you guys are making a lot of money and doesn't seem like --

only a few people left that you are competing with. >> first, thank you for having me on the show. it's a real pleasure. >> sure. >> it's automating advertising, as you said. we talked about why that matters and what does it actually mean? as you stated, marksers have faced the conundrum of not knowing where their return was coming from from the marketing investment. even now we have marketers that are purchasing 300 million u.s. television house dlds, which in the digital world is -- so as we moved into the digital world, two very important things happen. one is that ability to measure and precisely matched that demographic rirm for that campaign can in and out by done on a person by person basis. the second thing that's important is the inventory, those places where the marketers can find their audience and have an impress exploded as a result,

you need the automation in order to reach out. >> definitely when i think of that, i think why not use google? why do i need rue i con? >> the rubicon project means we have a complete solution. from the customer's standpoint, an agency other advertiser can reach their audience through any type of inventory through across any media, whether it's display or video, and across any type of a platform, and it also connecting buyers and sellers directly. there are very, very few participants that actually can complete ha holistic solution. >> why is that? there used to be dozens of tuning. why did so many companies not compete anymore? >> there's a number of companies in the sector. many of them are focused on specific elements of the markets, so for example, just mobile or just video, or just on the buyers side. when you think about that

complete solution, rube i zonal projects, it's google and facebook that primarily operates within its domain. >> google did what happened if they decide to give it away? >> google for a long time has had a great provenance with the long tail aspect. we're talking about smaller advertisers that can leverage their search business. they do a terrific job. >> right. >> what's happened with respect to the development of rubicon project we release one of the largest -- we reach over a billion people. >> i know you have some clients. when you say we reach, you mean certain clients big clients. >> our customers are some of the largest publishers in the world. viacom, ebay, walmart. all of the major agencies. through that we reach over a billion people worldwide. we will use 50,000 machine learning al go rims, artificial intelligence, if you will, processing up to 9 trillion bit

requests every single month. that type of processing power, and that time of data has given us a tremendous advantage. so has the complete solution. some of the premium publishers are competitive with google, because they have their own -- >> do you tell customers the metric that -- that you get, would they know it ahead of time? you say, listen, i only want to do it at $3? what happens? >> let me use a parochial example. let's say you're a "wall street journal" salesperson, and move to the online, and you're selling an ad in the marketplace section. well, you know the content and you're going to call who you think will best match that and negotiate prices, you might call ford and k-mart and after a period of time you'll arrive at some insertion order and you will have your deal. now enter the digital world. that particular placement we now

provide that particular salesperson with an enormous amount of data by which they can precisely say, i can actually increase my cpm by virtue of my knowledge of all the data. now the marketer on the other hand, they're willing to pay no a more targeted ad. if it's forte and they want to promote their f-150, but a certain promotion in california, they might want to promote it to males 25 to 35 in california. >> you have that data. >> we have that data. what also has is very important. that particular ad in the digital world, that ad will change 100 times during the course of a day and probably 100 like them on their entire site. now you must have the data and you must have the volume, so we assist with both rate and volumetrics. >> great to understand this, this is very important. it's the new world. thank you, the cfo of rubicon.

"mad money" is back. coming up, a new place to repair your mac? gamestop has brought in new businesses to hit reset in a decline in its core market. will the advances in technology and the force of its new initiatives help the stock rise and make a new high score? at mfs investment management, we believe in the power of active management. by debating our research to find the best investments.

by looking at global and local insights to benefit from different points of view. and by consistently breaking apart risk to focus on long-term value. we actively manage with expertise and conviction. so you can invest with more certainty. mfs. that's the power of active management.

it's always satisfying when things play out, like they're supposed to. classic example is the airlines. delta reported an outstanding quarter on every metric, jet fuel went to 1.33, and a hue buyback with all that excess cash. if you extrapolate it, you can see it shrinking by 8% this year, but there are two things that made it a stand out. first, the discipline of the industry itself, where the companies are being very smart about not boosting capacity. second, the lack of satisfaction with their own earnings. delta wasn't happy with the unit revenues. they expected it will decline by less than that this quarter, but no smug satisfaction over wildly profitable set of numbers. it was actually the opposite. these guys are already scared like they're losing money, and

i'm walking around fat and happy because they're making a lot. -- even after the near 1% gain in the quarter. frankly i find that outlandishly cheap, but i totally understand this industry has a long history of no discipline of pricing or capacity. that's okay. if the company doesn't get the respect it sdeshs, they're keep returning capital. buy its own stock back hand over fist, of course the quarter reverberated, sent the recent of the group soaring. you know i was bummed when alcoa reported on monday and had that setback. the swing in profits was nightma nightmarish. that said the cuts were amazing, and alcoa is breaking it up to companies with a good cash flow. when you look at the comparables, you're talking

about moneywell, united tech notion not to mention precision castparts, which warren buffett bought out. now, alcoa stock flew up in anticipation, and i sure didn't want to see that. people that day no doubt felt agrieved under today when the stock broke out. why is this one going higher? because of a genuine belief that alcoa like so many commodity companies out there -- some of the mineral-related stocks are going up way too fast. but this one does have that last quarter before the split-up thesis that begins now, and i think that makes it compelling. just understand what's really happening here, though. the bottom line is companies that do well are being rewarded with higher stock prices. you know that's really something that hasn't happened in a very long time. this dynamic only started when

the mark bottomed in february. it's a very good sign for an earnings season that was supposed to be the worst in seven years, at least according to the pundits, who never bother to do home work, but love to opine to hear themselves talk. jeff in california. >> caller: this is jeff from laguna in cal. i appreciate all your advice. my question today is in regard to toyota motor corporation. they have been -- their chart is dismal. it had been dis mall on monday. it started to come back and gone all the way up to 105 from 98. when i was thinking about it on monday, i was really, really concerned. i thought i would give you a call and get your take. >> the yin has been strong which makes them a bit less competitive. at the same time the common stock could go higher. this is too hard a stock for me. it's been hard since i first

started selling it to people at goldman sachs and also my charitial trust bout it when we first started, but i just wrote it off years ago as something you don't want to own. bob in california? >> caller: good afternoon, thank you. a big texas aggie boo-yah from all those who work offshore. >> thank you, and drilling is ---ens ko did a secondary tonight. we'll talk about that tomorrow. >> caller: american airlines, a -- the stroke is 56 about 14, 15 months ago, and another surprise is suppressed. it's supposed to trade at ten times earnings why not? >> it was really an amazing day, because delta had a great quarter. american went up more than delta. a lot of that is because doug parker is such a good executive, but i like american and delta,

and i like southwest. you're in good shape. thank you for that call. i appear pro-clean drilling as long as it's done responsibly. mariah? >> caller: i have a question on two energy stocks, hold or sell. one is specter energy. it's over 100, but it trades below its target. i don't understand it. should i give you my second? >> sure. why not, just fire away. >> the other is duke energy. >> these are both very fine companies. i'm more partial to spectra. i believe it's a safe yield, but duke is good too. my charitable trust owns eap. we think they are the steadiest of all of them, thank you. all right. i'm expecting a solid earnings season, because for the first

time in a long time companies that do well are indeed being rewarded with higher prices. much more "mad money" ahead, including gamestop. many thought the company needed a new game plan, was it the guidance that may have been too conservative? we're sitting down with the ceo. and how do your stocks stack up? and we'll have "am i diversified?" and tonight's very special edition of "the lightning round." so stick with cramer.

great time for a shiny floor wax, no? not if you just put the finishing touches on your latest masterpiece. timing's important. comcast business knows that. that's why you can schedule an installation at a time that works for you. even late at night, or on the weekend, if that's what you need. because you have enough to worry about. i did not see that coming. don't deal with disruptions. get better internet installed on your schedule. comcast business. built for business. what do you do when the industry you specialized in for years suddenly goes into a long-term secular decline. that's a very tough question, one that game retailers like

gamestop are facing as more and more people download their games. why go to a physical store when you can download it straight to the console. this has been a real problem for gamestop which is why the stock plunged right at the start of the holiday season to today. last week i suggested the company's latest quarter was disappointing. that wasn't fully accurate. i take full responsibility. the last quarter was fine, it was the guidance. the guidance for next quarter was terr filling, high single-digit same-store sales. so how does gamestop follow this video game dilemma? increasingly they're doing it by moving away from video names. for the last couple years they've also been acquiring at&t cell phone retails, including an agreement to bay more last month. they have a change of apple retailers called simply mac.

at these levels with the stock trading at 6.7 times next year's earnings and a juicy 4.7 yield, you can make the case that it represents real value. so in the wake of the company's annual investor meeting earlier today, let's check in with the ceo of gamestop to learn more about how the company is doing. welcome back to "mad money." >> thank you, jim. it's great to be here. i'm feeling great after a great investor day today. >> paul, a very being transformation, a lot of talk about what the company will look like in to 19. if you can, tell our viewers how much gamestop is going to evolve over that period? >> sure, jim. first point is we're coming off a record net-income year. our store contribution, profit contribution increased 23% over the last two years. the first point i would make is

gamestop is gra et shape, but of course we're in a software being that is cyclical and there is some migration to digital and we recognize that. i think the things we have done to improve our performance, we have created two new billion dollar businesses inside our stores. those are digital and collectibles. outside our stores we have this great technology brands business, which is our at&t and apple partnerships. we think we'll have pretty good results through 2019. i mean, this year that just passed, 25% of our business was non-physical gaming. but 2019, it will be 15%. i mistakenly said it was a weak quarter. it was not, but the guidance did give people raised eye browse, let's say. it seemed out of sync. it would seem the number cooling revised upyards. is that a correct approximation

of what could -- not will, but could happen? >> well, certainly i think that's generally correct. you know, the first quarter we are overlapping some pretty significant titles. we had a title shift out of our first quarter. it moved op a few weeks, but that put it into a second quarter, so that creates a challenge for us on the first quarter guidance. we're also overlapse an 8.6 comp rate last year. in retail those are things we have to deal with, but overall, the guidance is solid. the back half we believe will have stronger title lineups, and tech nolgts products in our stores, including the new iphone. we think the back half is very bullish once we get past the first quarter. >> i know some of your stores are in the mall. i've been hearing, somewhat, disconcerting stories about traffic in malls, not specific to gamestop. have you noticed a drin in traffic in the month of march in

some of the malls that your stores are in? >> there is declining traffic in some malls, but our stores having doble very well. you know, we de-emphasize malls in our gamestop branded stores, because we moved a lot of traffic to strip malls adjacent to malls. don't forgot we had a record year last year, with a solid 3%, 4% comps. so that says you know we've had pretty solid -- other retailers have had difficulties, but that's not us. >> you have terrific partners with apple and at&t. how are those relationships going? >> they're excellent, jim. today in our investor day we had the president of national retail at the at&t came and spoke as to you're team about the importance of the recentship with us, and our apple relationship is great. i think what's interested, jim, is over time usual our

relationship has gone deeper with at&t. we're over 1,000 stores now, but it's also gone wider, and digit all life, and we're talking about some other media properties. they're migrating to being a media company, an integrated provider, and we're of course looking for growth to be a great provider of distribution, so it's been a great match. >> i'm glad you brought it up. where i'm going to, the at&t has had a remarkable move. a lot of it is contributed to the fact that the directv football package is much more popular when sold together with at&t. are you experiencing that surge, too, from nfl? >> we are. we're selling thousands of directv packages every week. one of the reasons we got into the partnership with at&t many years back was because they showed us the future was not just wireless. it was going to inclusive peripheral products add-ones like some of the properties they'll be announcing. our team does a great job in

store and reduces churn. they like that. it's a match made in heaven a little bit. >> are there some movie times or game titles making it so that mood is doing well? >> yeah, i think there are some important titles coming up in q2. uncharted 4 will be a blockbuster for sony, it would be fantastic. the other is that virtual reality is on its way. we sauce oculus and ht -- and we believe the leader will be sony. it's really compelling. that will come out in the second half of the year and that's part of what our growth plan is for the second half of the year with sony as well. >> thank you, paul, for coming on and outlining the investor day, and a lot of terrific stuff is online. paul raines, ceo of gamestop. thank you. >> thank you, jim. good yield, value play. "mad money" is back after the break.

it is time. it's time for "the lightning round." thank you call in with your --

and -- [ buzzer ] >> are you ready skee-daddy? why don't we start with joe in iowa. >> caller: this is joely waterloo. i was curious about nordic american tanker. >> a ton of business, it's very good, and the tanker business in general is strong. the yield is safe. alan in indiana. >> caller: how about williams company? will it rise or -- >> with the pipeline, david faber and i talk about it all the time, that deal is too hard to opine. the personal fighting a ining ar is difficult for me to fathom. >> caller: i like mad dash and "mad money" today. two times a day. >> i like that. >> caller: my stock is uri. >> i'm still not ready for it. this is a business with more to

do than we thought caterpillar has, but i'm not ready yet to pull the trigger. bob in new jersey. >> caller: thank you for taking my call. >> of course. >> caller: buy, sell or hold. h.e.i. >> i look like gold and have been recommending using rand gold. add gold stocks are moving, but when the 2k3w08d goes back, which it does occasionally, i need you in the most established play. >> caller: i'm in irvine, california, but originally from el long island. i watch you with premarket and "mad money" in the afternoon. >> thank you. >> caller: basically before and after i play golf. i have a question. i've been retired since january 2015. i'm focused primary on income investments, and -- blackstone.

>> blackstone has the variable -- look, remember, they companies need ipos, they need ipos. they could do the numbers we think. that said, i've been recommending blackstone consistently, because i happen to think steve schwartzman is a very smart man and he has unbelievable talent working for him. mark in vermont. >> caller: it's great up here in burlington. what do you think of micron technologies? >> no, we're broadcom limited. that's the semiconnector company we think you should buy. one more. glen in michigan. glen? >> yes, jim how are you doing? >> i'm good. how are you? >> caller: i'm doing all right. how about this hst, with marriott. i'm wondering -- >> no, no the hotel chain we

like is wind ham worldwide run by steve holmes. the least expensive and one of best run. that, ladies and gentlemen is the conclusion of "the lightning round." "the lightning round" is sponsored by td ameritrade. ♪ he has a sharp wit. a winning smile. and no chance of getting an athletic scholarship. and that is why you invest. the best returns aren't just measured in dollars. td ameritrade. but they demand the best shopping experiences. they may want the latest products and services, they're your customers. and by blending physical with digital, cognizant is helping 8 of the 10 largest u.s. retailers meet their demands with more responsive retail models... ones that transcend channels and locations, anticipate expectations...

creating new ways to engage at every imaginable touch-point. it's a new day in retail, and together, we're building the store of the future. digital works for retail. let's talk about how digital great time for a shiny floor wax, no? works for your business. not if you just put the finishing touches on your latest masterpiece. timing's important. comcast business knows that. that's why you can schedule an installation at a time that works for you. even late at night, or on the weekend, if that's what you need. because you have enough to worry about.

i did not see that coming. don't deal with disruptions. get better internet installed on your schedule. comcast business. built for business. all right, cramerica. it's time to pump up the heat in here and play "am i diversified?"

earlier we talked about earnings season and how important it is to stick with stock long term. this market occasionally goes off the deep end. the best way to get the most gain and least amount of pain -- >> the house of pain. -- is to diversify your holdings. call me or tweet me @jimcramer. well a tweet who says am i diversifie diversified? -- dominion resources, general mills, novo north is, procter and gappic and exxon -- >> this is going to surprise people here, because i'm going to say there is not enough. exxon mobil, and then i think procter and general are both

consumers stories. they trade very much together. we're going to get rid of procter & gamble. let's add dow chemical. if that deal doesn't go through, dow goes higher. ron in utah? ron. >> caller: jim, this is ron in mid wade utah, a red objection boo-yah to you. >> my friend is right there. what's going on? >> caller: my largest holding is my dividend yield stock, which is chevron. number two is apple, number three is schlumberger, which might be similar to chevron. number four is google, number five is celgene. >> hmm. okay.

chevron indeed that is a great -- that stock has been red-hot. they conserve that i capital. celgene, a summit based boy tech. alphabet, we know them as tech. apple is tech. schlumberger and chevron that's oil and office service. we will keefe shen ron, celgene and keep apple. this is very tough. i can't -- i'm going to let alphabet stand -- i have to. i have to. search and hardware, it's okay, youg you -- i love schlumberger, but we have to stay diverse fitted. what we're going to add here -- let's do the 3.5 yielding dow chemical. let's stay consistent. tom in georgia, tom? >> caller: yes. >> tom. >> caller: yes, sir. >> you're up. >> caller: all right.

i'm asking -- thank you for having me. >> of course. >> caller: i'm interested in knowing your opinion on apple, starbucks, bowen, disney and facebook. >> okay. starbucks reports on the 21st i'm looking for an okay quarter. the sometimes the stock trades erratically. disney is finally getting its due. boeing fantastic. apple and facebook, we have to trade out one of the these. i hate to do this. my charity article trust owns both, but we're going to bristol-myers. let's go to lou in pennsylvania. >> caller: hey, jim. i'm in the process of retooling my portfolio. going from growth to value. i have five stocks i'd like to check with on. my procter & gamble, alcoa, bristol-myers, verizon and my spec to be is agio

pharmaceuticals. i bought that on spec. >> i'm glad you pointed that out. if it's close proximity to bristol-myers, but he wants it as speculative. that's okay. he distinguishes that. it is indeed an cease class. verizon has the nasty strike, but i like the yield. alcoa back above where it was before they reported, remember it went up to $9.99. procter & gamble, we'll keep that. industrial, we have a utility, a consumer goods, a drug company and a spec stock. i am allow that is, because i bless speculation. i'm the only person on air that does that, provided it's a small part of yourhow about bob in boston. >> caller: am i diversified? mastercard, amazon, apple,

perkin elmer, pki, and eaton vance corp. >> a couple new business, mathercard is terrific. amazon, what is not to like? i'm calling it a rye tale irwhich allowing me to keep apple. perkinelmer, that's a specialty company, that's all you need. i'm going to distinguish this. this is a faux financial. if they were two banks, i would have to make a change. and wow, pretty good. i'm blessing it. a lot of very controversial "am i diversified?" kind of like monopoly. all right. stick with cramer. trees? eese. xerox helps hospitals use electronic health records so doctors provide more personalized care. cheese? cheese! patient care can work better.

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2 united club passes... priority boarding... and 30,000 bonus miles. everything you need for an unforgettable vacation. the united mileageplus explorer card. imagine where it will take you. good value where you can find it whether it be alcoa or caterpillar or bank of america. the fact is that a $16 intangible book an the stock was at 13 and change, and the stock rallies jpmorgan continue toss rally, because both those companies are giving you above-average earnings. i promise to try to find a bull market for you. i promise to try to find it here on "mad money." i'm jim cramer. i will see you tomorrow.

>> narrator: in this episode of "american greed"... fugitive jason derek brown is a mormon missionary turned party king. >> from ski trips on the boat, to nights out at the bars, to motorcycling and atv'ing in the desert, he wanted to be the life of the party. >> narrator: jason's playboy life is bankrolled by a series of scams. but when money gets tight, he plots his most elaborate scheme yet. >> when people are in desperate situations, they do desperate things. [ gunshots ] >> he was down that alley, on his bicycle, and long gone. he was a ghost after that. ♪