>> when is it not big? hello? anyway. >> might. >> defense stock rtn will get you done. >> i'm sure. >> i'm melissa lee, see you back here >> i'm sure. 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! hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, i'm just trying to make you some money. my job is not just to entertain you but to keep you and call me. call me at 1-800-743-cnbc. or tweet me @jimcramer. taking a breather. could have been worse. even as the dow closed down just 20 points. s&p dipped 1.7%.

a market that's been so strong it deserves to sit down for a couple of plays. how many plays will it sit for is the question. we've been in a benign market because we've seen decent decommand for commodities while the federal reserve is on hold thanks to domestic weakness. only one problem with it, you still need to feed the bull and not enough news flow right now to move the needle. think of it like this. we had one good earning support, that's all, from uber cramer fave j.m. smucker, a function of k-cup sales, decent dunkin' donuts k-cups and continuing greatness of the company's big heart pet food acquisition. smucker's' earnings reports stunned analysts, 56% better than what they were looking for. that's any nominal. hence why it's more than 10 bucks or 8%.

♪ alleluia >> the new darling. >> what do you buy off that. blue buffalo pet foods. duncan doughnuts. can't buy keurig. it was mysterious taken private. they cough wivet and ended up b being a total write-off. smucker's is as devoid of p.i.n. action as anything i've seen then there's restoration hardware. the quarter which sent the stock down more than 7 bucks. because of a myriad of mistakes. >> the house of pain. >> involving horrendous execution. botched catalog shipments and, well, gee, i don't know even where to start. too much inventory, strong dollar. in fact, it was as bad as smucker was good. given that analysts looking for it to earn 2.66 for the year but

management lowered it to a buck 60 and a buck 80. ouch. the earnings is set to music which is absolutely terrific when all goes well. but is both tent and incongruous when the quarter is as bad as this one was. what looks like restoration hardware that you can sell. the analog? not that much as their stores are ethereal and merchandise is as expensive as all get-out. williams-sonoma was taken down because it seems like restoration. excellent quarter three weeks ago. nothing changed at williams-sonoma. macy's and kohl's was hit. urban outfitters had a good quarter last time. with no stock pin action what do we do? traders use their check list and go down and do the macro check list. first oil. looks like the $50 area won't go quietly. it fell back below 51. oil is the most important gauge

of the market and oil decline eliminates any ability to have a big rally. you have to be ready for oil to go lower after receiving more rigs coming online which is what i think happens over 50 bucks and that's where it pays to start drilling again for u.s. companies. unlike oil natural gas stayed strong. the energy companies for that segment and talking about we see the same ones, always you can write them down, capital oil, southwestern, eqt and range resources all on that, they zoomed higher but i wouldn't follow that by unless you believe according to a bunch of hot days coming up that we'll have us burning a lot of nat gas to keep the air conditioners running. that's not so crazy given the talk of this being the hottest sumner industry. how about the dollar next on the check list. well, it went the wrong way and got stronger. not good for the numbers. own j & j and hongnywell bucked

the declines. what can i say? they're remarkable. alex gorski and ceo of j & j and the ceo of honeywell spent the least amount of time hiding behind the strong dollar is hurting us thesis even though much of their business is overseas. j & j more than any other pharmaceutical. nike had a rare up day but last night's victory for the cleveland cavaliers led by the nike wearing lebron james could be one off two, sorry. [ drum roll ] >> the nba final has historic stock significance for both. fitting underarmour fell a per sense. valiant that the term beleaguered was invented for rallied a buck and a half. i continue to believe the real problem with it isn't the dramatic overpay for a female equivalent of viagra written off

or even the endless price gouging that the ceo now has to roll back. no, it's about the competition. allergen and j & j taking business away from the company that is in total disarray. >> buy, buy, buy. >> then you go to the next private check list and talk about bonds. too strong today. interest rates falling too fast. we know that causes the bank stocks to get absolutely slammed. >> no, no. >> and that's what happened. it's awfully hard to mount a rally without the banks so much part of the s&p. still no fed pops talking. what a relief. meanwhile, we got a bunch of day two follow-throughs. lululemon, a great quarter yesterday. it showed you that retail is not dead. just more selective and that you can't do downward facing dog pose in ann taylor tore mask in victoria secret stock falling another percent. ralph lauren falling. their ceo is taking the same tough love approach that manny

tirico had to do. i still like the story even up $2.44. in tech, another day another dollar and 0 cents for nvidia. the chipmaker that has loved this intel was back in the 1990s otherwise nothing although after the close applied materials announced a gigantic buyback and triggered the beginning of the rally in tech could happen again. finally, finally there's this stock that seems everyone now loves to hate, apple. you know, i got to talking about apple were my daughter this weekend over a delicious lunch at olive garden in jersey. i was distraught having forgotten to wear my cargo pants so couldn't stuff those fabulous rolls in my pocket. she's a vegetarian and bring unlimited salad bowl up her alley. it is lettuce but i say nothing. anyway getting interested in the stock market and asked how apple is doing and i said it's been stalled out, it's doing nothing. dead in the water. in fact i asked her why don't we go to the apple store in the short hills mall, not that far

from me because i need a new watch band. i showed hermine just like i'm showing you mine right now and how it was time to get a different one. she said she agreed but forget about going to that apple store. it's too crowded. i said that's totally ridiculous. it's in a mall. the mall is dead empty. moribund. she said, facius. she likes latin. she said we can't go, we don't have an appointment. ten guys in blue shirts ready to help us. she said, dad, let's not even waste our time. i asked her, i said, now, come on. you don't know the new apple everybody hates. last week. apple's best days are behind her. threw her hair back. dad, you can't even get into an apple store. isn't that the story of apple right now in a nutshell. hey, maybe someone else went to the short hills mall, couldn't get help, instead bought the stock and that's why it went up

otherwise it's a restaurant that's so crowded nobody goes there anymore. so without a doubt, nothing to trade off and nothing to make a case for, real boring despite super rich guys like carl icahn and george soros telling you how scary and dangerous it is. i learned early on never short a dull market. since this may be the dullest market in ages what can i say. it's resting and nothing more. or nothing less for that matter. let's go to john in new jersey. john. >> caller: jim, how are you doing today. >> i'm having a real good day. how about you? >> caller: i'm doing okay. i called about oil industry and two stocks in particular just curious on your opinion of them and what you think they may do. with oil prices going up and looking ahead, between kmi and ensco. what is your machine getting into it with summer driving. >> i want to be a forgiving

stock monster here. but those are both not good stocks. ensco is an oil rig company and they had a big dividend and thought they could maintain it and they didn't. kinder morgan had a very big distribution, say they can maintain it and they cut it. so i don't want either one of those. want to do oil and gas go with an ex-shonn, chevron or slumb slumberger. >> caller: calling about amazon which closed with a p/e around 300. walmart's p/e is 16. what happens when the market wakes up and starts to value it -- >> it must be in some kind of rip family going up and up for many years. the answer is amazon is what we call at law school suis gener s

generis. my producer told me about amazon prime and i continue to recommend it. bill in georgia, please, bill. >> caller: thank you, jim. love your insight. i own yahoo! at 37 and hearing about patents being sold and today we hear yahoo! received bids for over 5 million. what does that mean for me? should i sell or hold? >> you can hold on to it. remember, i'm really worried about the accounting of that alibaba stock they own. my colleague partner and buddy david faber said there are going to be multiple bids. i've been using bob at sun trust. he thinks 5 billion could be somewhat like it for these. hold on to it but remember you're trading alibaba and not a fan. after a bullish run this market is taking a much deserved rest. hit doesn't mean it's an in intensive care but watching tv. don't cake your eye off the

averages, you never know when it's going to kick back in gear. on "mad" you heard a picture is worth a thousand words. one of cnbc's disrupters. is it betting an image full of info is worth more. george soros has made bearish bets. does that sound familiar? time to start panicking or doing some buying? i scream, you scream, we all scream for nondairy frozen dessert. i'm dig nothing a trend that's so cold it's hot. so stick with cramer. don't miss a second of "mad money." follow @jimkramer on twitter. have a question. tweet kramer. #madtweets. send jim an e-mail to madmoney @cnbc.com or give us a call at 1-850-743-cnbc. miss something? head to madmoney.cnbc.com.

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earlier cnbc released its fourth annual disrupter 50 list, a compilation of game changing privately held company that develop revolutionary disruptive technologies. you know who made the top ten? blipper. the company has become one of the leading players in augmented reality. meaning they let you use your smartphone to superimpose the real world under the fake one. browser powered by artificial intelligence and that mean blippar is an app and put it near an object, car, cereal box and the app will recognize it giving you tons of additional information. including where you can buy it as well as interactive content. it has more than 65 million users advertised by nike, procter and gale, walmart and disney because blippar's

platform gives it an engaging way to advertise. beyond that the company seems to be well on its way to becoming a visual version of google. except instead of typing your query in a search engine point your phone at whatever you want to learn about, hence why it came in at number nine on cnbc's disrupter 50 list. now, last week i got a chance to speak with the founder and ceo of blippar so look at this. it's really cool. since we've seen you've done so much, you have become really the google and visual search. i want people to know what that means. all the buzzwords won't crystallize into a real company. >> so, yeah, that's -- i feel a bit unfair comparison. what we're trying to build here more than search is the discovery behavior, a lot of people call it search. that's a very q&a behavior but discovery when you come across

everyday objects like a painting or a dog or a flower and a building in your life. you don't plan to be in front of it but appears and point your phone and comes to life calling this visual discovery more than visual -- >> this is also the augmented reality that bezos talks about. you're doing it. >> yes, we are. we are the business -- we started 4 1/2 years ago and actually leading the segment and actually creating the market right in front of us. >> you have a new announcement about the visual knowledge grab. what does that mean. >> blipparsphere, when you point it at any object in the world, not only it tells you what you're looking at it actually explains it to you how it's connected to everything else in the universe. there's nothing like that from a visual manifestation point of view so if you just look at a flower it'll tell you what the flower is but also all the family of flowers or gardens everything else it is connected to. >> that's great for education. >> yeah, it's not just for great

for education, there is a suppressed curiosity in the human being today. there are many things we come across we want to know more about but we let it go. we can't be bothered like the design of the tie you're wearing. or a beautiful car you checked out or a food you're eating. all those moments can you convert into visual discovery. >> but at the same time when you go outside, when i go outside i'm afraid someone will take my picture. people have to be more expert in makeup. deeper learning of makeup. it works for you. commercial product, right. >> it is, absolutely. you point it out any lipstick or mascara, what do you want to do with it, yeah. >> that changes human behavior. >> it does. it does and it's really relevant. i have asked people on the street that, you know, do you think we have enough information anything you want to know about in the world. 100% of people would tell you that, yep, search engines are the answer but, okay, now you

want to go to venice and find the nearest coffee shop, that's great but right now here in front of you can you describe stuff in front of you. most people are incapable of describing things. human imagination and the human vocabulary is inversely proportional. >> nothing could be better than to get younger people to be able to start thinking about it. first grade, second grade, third grade. >> absolutely and not just think about that but what it could be doing for the ill literal people. >> i know this. is what i'm thinking. we can change the world with in. >> absolutely. >> because that's who we have the most -- that's who needs it the most. >> exactly. i mean that's where our long-term vision is bring in a sense of knowledge in the world and that's what this is doing and then manifestations where you won't require words anymore. you can just look at anything and pick torally explain what you are looking at. >> do you think that some of your background, humble background can what draws you towards the educational side. >> it is.

yeah. >> the slum, okay, slumdog millionaire. >> yeah, it's a topic close to my heart. everything i've ever built in my life has been empowerment oriented. that's a person who i am and i feel that there is lot to give and technology is genuinely the biggest equalizer in the world >> let's see it. can we see it in action. >> yeah. >> let's do it. >> all right. show me how it work. >> so we've got random stuff over here difficult to bring the whole world to the studio. so we're going to switch on the blippar app and let's see what we got. we've got a fruit salad and let's just point the phone's camera to the fruit salad and immediately not only recognizes it, it gives you tons of information about it, what are the ingredients and this is like our propriety uxui, it gives you description of it below it and you can also see what are the similar products associated with

it. and i don't know what the reference -- this is all a.i. generated. another product, rarely understood by humans as of today. you cannot totally discover things you see in a garden so i just pointed at a chrysanthemum and it recognized it in realtime and explains what a chrysanthemum flower is and you can read all about it and explains the family of flowers around it and what each one of them means and you can literal -- started the journey from chrysanthemum but what does a native plant mean and move from one bubble to another, literally you can hop on, hop off. it's like not just the stuff you're looking at, you can move from one piece of content to another simply and we'll show you some other demos like there are proprietary programs like

random starbucks cup over here, should be able to recognize it. there it is, yeah. so you open up and you see understood there was a paper cup and there was starbucks next to it and then, again, all of our starbucks -- and you want to know -- >> all right. because it's a little magical. >> yeah, it is. >> how does it know? >> it knows because we've ann annexed open source information and it's our proprietary -- >> you figured out what i would be curious. >> that's how our minds -- of course, this is our proprietary and very modern manifestation of it. it doesn't end there. i see there is a branded television over here. i should be able to point at it. panasonic straightaways. we open it up and everything you need to know about panasonic. >> there are people who fear artificial intelligence. elon musk. anything you fear here. >> here, this is very natural

to -- this is human information which already exists. all we are trying to do, we are bringing parity and we are bringing distribution which is really, really good for the world. >> boy, you're doing a great thing. really is. that's ambarish mitra founder and ceo of blippar. great to have you on the show. >> thank you. you pay your car insurance

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community and building technology. stop trading. george soros is negative. sell, sell, sell. he's rich, he's famous and doesn't like stocks. >> the house of pain. >> he likes gold. [ cow mooing [. >> time to sell, sell, sell. i don't know about you, us, i don't know. i mean you're on tv with me but i'm getting real tired of negative nancy billionaires. the stories about soros returning to his hands-on role at his namesake firm and as many in the press acted as if he's trading the whole time leave me cold. i read articles about soros and can't recall a time when he was -- it wasn't, really wasn't incredibly negative about pretty much everything. if you're that negative all the time then it makes sense you want to own gold. i get that. i said for years having gold exposure is a good idea through

bullion bullion. why, it's an insurance policy. bullion is terrific. you shouldn't bury them in your backyard. you have to keep it in a safety deposit box and that costs money. the real gold bugs out there hate any paper asset that purports to correlate. as for rand gold the company's doctor admitted that they had difficulties at one time that kept the big earnings numbers from throwing flew. it's above now. as many as -- as much as you may like and respect george soros and the guy certainly deserves respect given his long-term track record, at the end of the day, he doesn't work for you or run your money. he can be fickle. he may be he changes his mind so you think you're going to get

the call and that happens, no more than you got the call from carl icahn before he decides to dump apple. we got to start getting realistic about the money management styles of the rich and famous. or we can study their houses. look at their cars, see their beach second home, whatever but we shouldn't do what they do with their money. to borrow a line from f. scott fitzgerald let me tell you about the rich. they're very different from you and me. they are and he continued cynical when we are trustable, end quote. that's right. you see you only need to get rich once. if you've already made it there's absolutely no reason for you to chance it. to have faith say in the next facebook or amazon, when you're worth around 2$233 billion like soros owning stock seems crazy. why take the risk. that's why i say why take counsel of someone so rich just because he's so rich? that's what i call circular reasoning. and it can easily lead you astray because the last thing

soros needs to do is find a new idea that might make him a fortune. he already has a dozen fortunes yet that same idea could be important to home gamers like you. seriously, other than warren buffett you ever see a super rich person come on air and act sa sanguine. they're always negative. and, of course, they're talking their book but fort most part right now and for a long time for the last couple of years at least the uber rich have been almost to a person very negative on stocks and the global economy if not the world. so remember they aren't the stewards of your capital. you are. they aren't the beall and end all, you are. they are simply people with a world view they're sharing with the media so you shouldn't be blinded by the billionaire limelight hoping it will shine on you. here's the bottom line, do your own homework. come up with your own ideas and if you like them, buy some. even if george soros is negative on the world. as he has been for ages.

except this time he's talking about it himself rather than having his staff do it. let's go to ron in texas. please, ron. >> caller: what's your opinion on investing in silver bullion like walking liberties. >> silver has other uses besides just being a precious metal so therefore it is not my favorite. it has industrial uses so therefore a correlation with the economy. now, i'm not going to hate silver. but i do think gold is better and fulfills what i want from an insurance policy that is a precious metal. listen to me. investing isn't about following the leader. it's about forging your own path. you don't climb the chase be it george soros or warren buffett or me. i'm not kidding. i want you to do your homework. you are the best steward of your own capital. okay, there's much more "mad money" ahead. putting my scoop on a company helping you satisfy your summertime craving while shaking up a $4.5 billion industry and one way to keep your money

climbing year after year. we'll play my diversified secret portfolio and see if it passions the test. reveal the questions on your mind. the lightning round is dead ahead.

sometimes you want to find the next big thing you need to go off the tape and check in with small privately held companies that are rapidly rising in profits and could household names. precisely because they're creating innovative disruptive products that help address unmet needs. tonight i want to introduce you to arctic zero. it's a maker of ice cream alternatives fat free lactose free, gmo and gluten free. low glycemic and kosher. if you have a dietary objection to traditional ice cream because you're diabetic or lactose intolerant or don't trust the genetically modified foods this, is for you. it's about helping you indulge your sweet tooth without compromising a healthy lifestyle and see my tweets, of course, from the dollar tree candy aisle i have the worst sweet tooth of anyone watching or in the show. the company already offers more than a dozen flavors.

that can be found in over 13,000 supermarkets across the country, not to mention amazon plus unlike many start-ups impressive financials. it doubled revenues last year, the same in 2016 and it's profitable so let's take a closer look with the ceo of arctic zero, find out about his company and this whole better for you dessert category. welcome to "mad money." have a seat. >> thanks for having me. >> i want to understand it. i tasted it. you're telling me there's such a thing as ice cream that's good for. >> you absolutely, absolutely. this is arctic zero. everyone loves ice cream. everyone but not everyone can eat it. >> i stopped eating it too years ago. >> too fattening, too much sugar. some have dietary restrictions but our job and this product's job is to allow everyone to indulge and satisfy that ice cream craving? >> how come this tastes and feels like ice cream but doesn't have any cream or milk in it. >> we use a proprietary blend of

whey protein and fiber and sweeten it with mung fruit. >> it's a natural sweetener and made from a melon that's 150 times sweeter than sugar and we have a proprietary process and turn it into a product that very similarly i mean is like ice cream. >> i go to the supermarket four nights a week. how come i don't know about arctic zero? because i go in and i see all those aisles and it's always, you know, the haagen-dazs and the ben & jerry's. am i not looking hard enough. >> you can find us in most grocery stores from kroger to publix, whole foods, walmart. a lot have given up on the category. >> you know, you're right. i don't go down the aisle because there's nothing i know i can eat. >> but now you can. >> wow. how did you come up -- are you a scientist? what is your background. >> my partner came up with the product. he has a mom who is diabetic and

she just couldn't eat any products like this. >> well, it is impossible for most of the smaller companies that i deal with to be cash flow positive let alone profitable. how did that happen so quickly? >> it's taken us six years. >> that's not so -- most companies six, seven years they're still losing money. >> we started in a garage. we ate a lot of mac and cheese and never took sal irs for a lot of years and reinvested the money back into the business and kept churning it along until we grew the bland to be in all the grocery store. >> you have no private investors, none of that venture capital. this is your company. >> this is -- the guys who started this, it's our company. we've never sought outside capital. >> let me ask. this is a perfect example of where we are in the times. being a public company ceo is now not a great job. sure, they make a lot of money and stuff but it's miserable. you're public. total scrutiny. you guys can take 5% of your company and demand a board seat.

would you ever go public? >> for us right now, i mean we can -- we'll always look at all options but for us right now we're focused on product quality, innovation and controlling our own destiny and doubling every year. let's focus on making the best products possible. >> are there more flavors to be had. the array is just incredible. >> we've got 20 skews, 16 pint -- four bar skews and we're continually developing new skews. next year's skews are -- if you think these are good, next year's are absolutely phenomenal. >> it's great to have you on. because it really is a pleasure to meet someone who's developed a company that owns it, not venture capitalists and is actually making money. i'm trying to think if there's any our off the tapes have done that other than you. i owe you congratulations. you got a great idea and it's something that we really want. >> well, thank you. >> very nice to meet you.

>> that's the ceo of arctic zero. it is not public. i know people ask me is it public. you cannot buy the stock. but you can buy the ice cream. mr. cramer, love the show. >> we appreciate you. >> boo-yah. >> boo-yah, mr. cramer. >> i know you hear this all the time, jim, but thank you, thank you, thank you so much. >> this has been my best year far and away in the market. >> i want to thank you for looking out for the regular guys out there. >> i am trying to teach people to be better investors and dog my darn best. that's the goal here. >> great to hear your voice and know you're there for us.

it is time. sell, sell, sell. >> buy, buy, buy. >> and then the lightning round, are you ready skee-daddy. i'm starting with william in new york. >> caller: hi, mr. cramer.

boo-yah. i'm looking at liquidators. >> don't go there because we're going to lowe's. i'm going to jerry in new york. jerry. >> caller: yeah. >> you're up. my friend. >> caller: i beg your pardon. >> what? >> caller: i couldn't hear you. >> it's jim. go ahead. >> caller: hello. >> jerry, it's jim cramer. >> caller: jim. my name is jerry. i'm from new york and i was -- i was wondering about western digital. >> keep wondering. don't pull the trigger. why that group is just really, really difficult. that may be the best of a bad lot. i prefer you to see you in n individu -- nvidia. tommy in virginia. >> caller: my stock is a.o. smith corporation. >> that is a winner. heating, ventilation and air-conditioning.

james gen tilli. let's go to ken in florida. ken. >> caller: jim, how are you? >> i couldn't be better there. how about you, ken? >> caller: glad to hear, hear it in ft. myers, florida. good. jim, asking today, how do you think micron technology is going to do? >> i can't think micron is still part of a big dead cat bounce. i prefer nvidia and in that segment i like lamb research. thank you. let's go to mike in illinois. mike. >> caller: boo-yah from chicago. home of the cubs. >> i hate your cubs. go ahead. i'm sorry. last time was such a big defeat g ahead. >> caller: yeah, you made a great call this season about baxter.

it was acquired last week for part cash. part stock by baxaltis. >> it's done and congratulations if you did it. baxaltis. is it a buy. she said i think it's a buy, buy, buy. well, that's how -- got to think of it. that's not how it got one. to brett in maryland. brett. >> caller: and, jim, i want to get your thoughts on keyw. appointed a new cnbc and sold off their commercial products and the stock had recently significant gains. >> 50% worried about cybersecurity starts after palo alto can't maintain altitude. let me look at this individual but the group concerned me ever since palo alto and cyberarc which is mixed money has been going down despite the fact that it's got the really very important proprietary software.

let's go to michael in california, michael. >> caller: how are you doing there, dr. cramer. >> oh, i'm doing okay. thank you for the honorary degree. what's happening. >> caller: i just wanted to say thank you so much for getting me back into life and whatever. i used to work for goldman a couple decades ago. >> excellent. >> caller: ivti. >> you know what, i got to tell you, i don't know if you remember the last time the ceo came on. i thought he presented himself well. i think that that was just a one-off situation. to ted in ohio. ted. ted. >> caller: hello, yes. hey, jim, i would like to know what the take is on cal ma-main food. >> top five heavily sorted stocks in the market. this is what it's called. this is a battlefield stock. i don't play in battlegrounds. i say -- >> don't buy. >> justin in oklahoma. justin. >> caller: hey.

boo-yah. >> boo-yah, justin. >> caller: so, my question is on met life. >> no, met life. we have two insurers we recommend. traveler's and most important we think chubb to buy. i would love the chubb ceo to go on. stewart in new jersey. stewart. >> caller: yeah, hi, jim. can you tell me what about chem war. >> we said take it off chemours. andrew does a lot of work and i've got to tell you i don't want to be on the other side the trade whether u like it or not. i know people think they are in the crosshairs. and that, ladies and gentlemen, the conclusion of "the lightning round." >> announcer: "the lightning round" sponsored by t.d. ameritrade. let me show you. okay. our thinkorswim trading platform aggregates all the options data

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we've been doing an awful lot of work around here finding the next big thing. you just heard fromblippar. we saw their technology. arctic zero and back to the roots, remember them from yesterday. these are companies that are exciting disrupting the food industry. upending it. now none of these companies are public but many of their competitors are. remind you about the importance of diversification seeing innovative company shaking up their respective industries and

destroying the incumbents. you want to be overweight in nokia before the apple iphone changed the market. research in motion, aka blackbird. didn't think so. call me, tweet me, tell me your top five portfolios. maybe mix it up. we'll begin with a tweet @abbycorp. we have an abby that works here. she tweets @jimcramer/madtweets. 100 shares each valet, xerox, sirius satellite, sprint and groupon. am i diversified? yeah, this is a very high risk portfolio. i'm going to say you're diversified in only in a way that is different sectors because the risk of the portfolio, risk of this is profile is way too high. sprint over a very indebted tell co-. vale, indebted minor.

sirius, that's fine. it's entertainment. groupon which is a losing internet company and you have xerox splitting up. let's call that an industrial for lack of a better term so you have an industrial, let's call it entertainment, internet, telco and both have to go. go into randgold, telco into verizon and want groupon to go and add bristol-myers but, abigail, listen, this is not in the game, okay. it's just not in the game but you got to change it and want you to change it tomorrow. that is wrong. all right. let's go to ernie in wisconsin. ernie. >> caller: apple, at&t, cisco, microsoft, and novartis. >> man, this is chutes and ladders, i tell you something. this is not a parcheesi, okay.

tech, tech. tech, telco tech. all right. all right, so where do we begin. we'll keep apple. chuck robbins, trade out a cisco. you got novartis, a health care company, give you the bristol-myers routine. microsoft and apple, plain wrong. we'll let you keep at&t, that's a yield play so keep apple, at&t and novartis, we'll put in general electric, because you can get a big diversified industrial. i think that's perfect and we'll give you lockheed martin, defense contractor that won't quit even though everybody keeps downgrading it. ernie, tomorrow. making these moves tomorrow. because this is not diversified at all and so therefore i feel like it's incumbent upon me to make the case. ammet in ohio. what's up, man. >> caller: how are you? >> i'm pretty good. how about you. >> caller: yeah, i'm good.

i have question regarding this diversity and you want my list one by one? >> yes. go ahead. >> caller: super value, svu. >> okay, good. >> caller: gthen next is huntington banks. >> okay. >> caller: next is d.a.n. holding. then sabil circuit. jabl and jetblue. jblu. >> want me to go to work on this one. okay, so, all right, a contract manufacturer, not doing well and dana is a car parts not doing that well, we'll let it go jetblue. supervalu not doing that well. we can't let all these go. too many that aren't doing well

and huntington bank is a pretty good blank. jabl, jetblue coming out and southwest in and dana out and don't want any exposure so put bristol-myers in there, supervalu out and put in whole foods. these changes must be made, everybody, listen, this game is usually a lot easier. i wasn't playing much harder but these were not -- these guys did not medal. they did not medal. there are no medals for trying.

tonight on "american greed" they ran but couldn't hide. see how fugitives who stole $90 million got caught by the feds with help of viewers like you. don't miss it. all new "american greed" at 10 p.m. eastern and pacific. a couple things happened after close. urban outfitters put out numbers i was surprised were so negative. that's going to impact macy's

and kohl's and, yes, nordstrom. you know i don't like those stocks. the dollar stores are the place to be in retail as well as walmart. we also got another day of rallies in the airlines. i am blessing american now, not just southwest air. i don't believe that the hershey's takeover talk is going to happen and i'm tired of the kellogg takeover talk. if you want to be in the food stocks, stick with craft, heinz, it's cheapest and we've got a lot of work on it and i really, really like it. don't forget also, when we're taking a look at some of these industrials if the dollar continues to climb, i'm going to tell you got to pull back on those and some of the texts, otherwise, look, it's a very hard market to figure out right now but don't forget we're not fighting the fed and that does matter. i like to say there's always a bull market somewhere. i'll promise to try to find it just for you right here on "mad money." i'm jim cramer and i'll see you next time.

>> narrator: in this episode of "american greed"... pam phillips and gary triano -- their charmed life makes others green with envy. >> the public saw them as a power couple. they saw her as beautiful. they saw him as charismatic. >> narrator: he's a mega-millionaire developer. she's a socialite. but don't envy them, because the money isn't his. >> he owed a lot a people a lot of money and declared bankruptcy. so, gary had a lot of enemies. >> narrator: and when greed takes hold of their marriage, is there anything they won't do for money? >> i am very serious about this. >> you're gonna be very serious when you sit in a women's prison for murder.