>> stop. stop >> stop it >> i don't know who's not. >> shut the front door >> what's your final trade >> are we there? th26ilinx report on e th you're going to see analysts upgrade the my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i just want to make you money. call me at 1-800-743-cnbc. or tweet me @jim cramer. guilt by association guilty until proven innocent i'm not talking about the parole

board that just approved the release of o.j. simpson. i'm talking about today's stock market where we saw a host of stocks just get hammered as sellers decided what the heck. i'm not sticking around for any con vick slon. i'm outta here as so often with the market, you can't rem i see the losses on the surface, because the money rotates from one place to another. it doesn't leave the house just dipping 29 points nasdaq actually climbing .08%. let's start with the shocking declines in the stocks of home depot and lowe's, which shed 4% and 5.56% respectively in this one session. these are two incredibly well-run chains. the last quarter is particularly strong for home depot, where it delivered the requisite monster uprise surprise. along with the $3.75 billion

boyback. the stock just kind of sat there initially. and then it has since meandered downward over time despite the excellent numbers. the best of the major retailers. it would sure look like a buying opportunity given that home depot does well as long as housing continues to incline home depot and lowe's were hit by a one-two punch left people wondering if it's worth even bottom fishing here the first punch this morning, a slowdown in diy, do it yourself house painting, mentioned by sherwin-williams, and ppg in its report look, paint is important to the big box home improvement retailers. the last quarter paint sales were up.

have things gotten worse absolutely that could mean numbers for home depot and lowe's now need to come down, and not just because paint sales are weak we have to ask, maybe people are starting to spend less money on fixing up their homes for whatever reason. that alone would bring out sellers. just the paint story would have caused these stocks to go down but then there's that second punch. oh, boy. yeah, that second punch that really sent both these stocks to the canvas am a vonn. amazon. amazon is moving into the appliance business amazon is partnering with ken more, the best brand left at sears, to provide appliances this is the stuff of nightmares to a company like lowe's or home depot as they drive 11% and 8% of their sales from appliances respectively and they have been thought to be immune from being amazon'd until this morning let's understand each other. for all we know, these companies

haven't seen anything significantly new happen in paint at all maybe other brands are doing better than ver win williams it doesn't necessarily mean anything, let alone booming sales. at this particular moment in time it doesn't matter just think back to when amazon announced it was buying whole foods, right after the news broke costco reported fantastic same-store sales stock opened up. opened up big. and then ended up being down why? because people figured this is the beginning of the end of paying a lot more for costco's earnings per share given that it's about to get the real competition from amazon prime. what investors are willing to pay for the future earning stream has been shrinking ever since for costco going from 28 down to 24 the stocks show no real sign of stabilizing yet. maybe costco was overloved going into the news.

it's got to get underloved before it changes. and then the tale of blue apron. anyone unlucky enough to invest in that ipo experienced a 35% decline. amazon competing directly with them their worst nightmare. how about the mall we've already seen what amazon can do they've decimated brick and mortar do you want to wait around and see how they beat the competition in washers and dryers i prefer not to. just like costco, all the analysts told us not to worry. don't you love when people say, don't worry? what do you do when you hear don't worry? exactly, you worry it isn't that lowe's or home depot will see their earnings get crushed by amazon's intrusion, when amazon starts competing with you investors no longer feel like paying a high

price for the stock. look at the stock on macy's. look at kohl's, trading incredibly low levels. that's what happens. even if the earnings barely get dinged, and i think they will barely get dinged. it will be hard for lowe's to sell at 17 times earnings. maybe it's going to be 15, 18, or 15 and 19 it's too dangerous to pay up for anything in retail i'm certainly not immune to this kind of thinking myself. do you know this morning my charitable trust bolted from a small position in walgreen's, the fabulous drugstore we sold the stock higher when it was announced it was buying rite-aid, and now that's fizzling then we watched it roll down people fret amazon might hawking prescription drugs i know iused to buy my vitamin at walgreens now i get them delivered monthly by amazon. they come automatically, and they're cheaper and easier i'm not going to wait for amazon

to roll over walgreens, too. we've had enough guilt by association can be a powerful concept i've been at this business 37 years. i've got ice water in my veins i'm not going to risk the idea that tomorrow we're going to hear that amazon's prescription drugs are the things and they can offer much lower prices. makes sense. why doesn't the whole market get slammed on this news how can it hang in there when big visible companies have their stocks rocked by disruptive competition? our money just goes somewhere more lucrative a couple of days ago itold you johnson & johnson reported amazing quarters works of art even. yet they were awarded with so little love. today was national j & j love day. now the stocks take off. they have plenty of fellow travelers. a medical device maker, the first of many big ones for miles

white. the fabulous ceo after a series of acquisitions it's not too late to do some buying these rotations are never one-day affairs. the love extended to the biotechs, two of my favorites. they've done nothing for ages. i think they're still worth buying what makes me confident about this rotation despite the fact that i don't see amazon developing drugs anytime soon, simple, washington's stunning dysfunction plays right into the hands of all those companies perhaps obamacare really is dying, but most people who were selling these stocks for the last year thought that there could be price controls and a huge rollback of insurance, that would stunt the growth in the big pharma system. it's a booster for all these stocks, like amazon's recipe, washington boosts. they're the big winners now that it's fairly clear gop won't be throwing tens of millions of people off the insurance rolls

don't sweat the program. after looking at microsoft's reports tonight, i think we're on solid footing for intech tomorrow bottom line, you cantake your time and wait until this rotation runs its course but you need to understand that the guilty until proven innocent has been difficult to shake if your company finds itself in amazon's sights. which is why it's so difficult to try to own anything that tries to compete with them however, if you stay away from retail, there's still plenty of life retail is a very small part of the entire stock market. michael in tennessee michael? >> caller: boo-yah, jim! >> boo-yah, michael. >> caller: big fan, love the show i'm calling about csx. it had a soft guidance would you buy, hold or sell? >> no, you know, actually i would prefer to buy union pacific. union pacific had a better quarter. stock was down $1.70 so my take

is union pacific tom? >> caller: jim, thanks for taking my call. >> of course >> caller: how bad do you think fedex will be hurt by the cyber attack >> i think fed ek is a buy here. but i've got to tell you, as much as i like fedex, xpo is a good one, too. i do like that kind of business. meanwhile, i'm kicking myself, i told people microsoft and visa, microsoft and visa, buy, buy, buy, here they go. did people buy them? i don't know how about richie in new york >> caller: jim, thanks for having me. my question about -- [ inaudible ] -- >> toronto dominion bank >> caller: yes. >> i like it very much conservative did a lot of good. i also like the canadian dollar, by the way i think there's two ways to win here frank in my home state of new jersey, frank? >> caller: boo-yah, jim!

>> what's up >> caller: i'm 54. my largest individual stock holding is travelers reported today there's a new ceo, and i would love to see him as a guest on your show. is this a good company for the long term? >> i like the new ceo. the pattern with travelers, they report, people don't like it, they see headlines, they don't like, companies start coming in and buying stocks. next thing you know, bingo travelers is right back. hold on to travelers it's a darn good company i'll attempt to get the ceo on he's a good guy. stocks are only guilty by association, but have no fear, calmer heads will ultimately prevail. they always do on "mad money" tonight, a guidance, and the stock got crushed. is it the time to cash out don't miss my exclusive with the ceo. i'll bet you we're going to find out the answer is the only thing that faang has going for it momentum?

hardly i'll tell you why the stocks keep going higher. connect some of the leading global brands with the chinese consumer maybe it's time to make a place for it in your portfolio i'm sitting down with the ceo. so stick with cramer don't miss a second of "mad money," follow @jim cramer on twitter. tweet kramer #mad tweets send jim an e-mail at mad money@cnbc.com or call. miss something head to madmoney.cnbc.com. what's critical thinking like? a basketball costs $14.

what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

whenever earnings season rolls around, we typically hear from the banks in descending order of size. first we get the big national players then come the smaller regionals. key corp, parent of key bank, roughly 1200 locations across the western and eastern united states first glance when key reported this morning, their results seemed pretty darn strong. i was very excited about it. company posting 2 cents earnings off the 34 cents basis much higher than expected revenue of 52% year over year. the interest margin, the difference between what they pay you for your deposits and what they make off the loans is up 3.3. you would think thought it roared higher. it didn't. it actually went much lower, 3.67%. the reason part of it is that management's commentary about the rest of 2017 is a little tepid they see loans coming in at the low end of the previous

forecast and skeptical about the rate hikes for the year they had a muddy discussion about m & a. anything less than perfection was going to seem to be a disappointment but could this be a buying opportunity? let's take a closer look with beth moody finding out more about the quarter. miss mooney, welcome back to "mad money." >> thank you, jim. delighted to be back. >> beth, i can't ask for a doover, because that's what happened, happened the average balance sheet, one question, one answer there about loans, it was the only negative i saw. is it not possible that you're just being conservative and that you might have loans come in at the higher end if the economy gets a little better >> we certainly did indicate that some piece of the guidance was based that it had been a slower first half of the year. some of it is customer confidence which you're hearing across the board as others report and some piece of it is, as in

our business model, we have such strong capital market capabilities in our corporate bank the back end of the year, i think there is some potential for cni growth that will obviously get us to that guidance and if there is more economic stimulus, or confidence, key is always well positioned to take advantage of commercial loan growth trends. >> terrific. now, on the conference call there was a kind of convoluted discussion where some of the analysts were trying to get you to say, aren't you going to start doing a lot more m & a again since the first deal is over it seems there would be concern, when i read through the conference call, that maybe you're trying to do deals, more deals which hurt the stock i mean, i heard what you were saying differently from what the analysts were. i thought you said steady as she goes and you'll keep focusing on the good deal. >> you heard us right. what we intended to say is our work is not yet done on first niagara. we believe it's been a good value for our shareholders, 13%

on tangible common equity. we announced today we hit the $400 million cost saving targets. our strategy is very much about executing, which includes our core momentum, as well as fully realizing the value on first niagara. it did cause a little bit of a convoluted conversation. at the end of the day i think we're clear, we have everything we need to be successful and compete. we do believe first niagara created good value for our shareholders and good use of capital. >> i'm glad we cleared that up i didn't like the way the narrative went that way. it wasn't your fault expenses, historically, you have developed a record for controlling stand-alone costs, probably the best of the banker side follows you focused on niagara where the expense control has been fabulous and savings are good. now the deal is closed, i think you're going to go back and start focusing on greater efficiencies >> it is interesting that one of the things we highlighted today was obviously with 59%

efficiency ratio, significant improvement based on two things, one, realizing the $400 million in cost savings from first niagara, as we announced last quarter we're not done we think we have another $50 million we can realize which will be some 45% of the first niagara cost base. we, too, also have initiatives at key to make sure our teams are focusing on really delivering which was just a year ago the approval to close and deliver on first niagara yes, we have a culture of continuous improvement we see a range of other opportunities. both in technology and good old-fashioned continuous cost improvement. i think we have room for us to even improve from the 59% that we reported in efficiency ratios this quarter. >> excellent i know in your areas, particularly in the new areas that you're in, you're someone underpenetrated on mortgages housing stock is pretty good there. plenty of people with good employment i would think you could turn on the jets for mortgages right now, now that you've integrated

everything. >> you know, that is one of the real value adds with first niagara, servicing a mortgage company, a capability key did not have not only in new markets, but our ability to turn it on our footprint. we do see that as an area of growth in the coming years while we're early days in the energy synergies, that is probably one of our biggest opportunities. >> best in show so far of all the banks reported so far. can you explain to people in english because we have a lot of retail investors, why you were able to get such a good number, so much better than any other bank i follow? >> there is some piece of it that is related to our acquisition of niagara but at the end of the day, our core margin was up nicely. we benefited from the rising interest rates with earning asset yields going up much more than our deposit costs, and we are very pleased to see the core margin expansion. >> how about the industrials in

your area and commercials in your area? what are some standout businesses, and what do you see for the future >> you know, we saw strong growth, particularly in our commercial middle market, which spans our geography across the eastern and western markets. we are seeing really strong commercial middle market growth in our geographies we had 4% quarter growth in that particular portfolio, which is 16% annualized across the board, again, we see strength in our company, strong balance sheet. i do believe there is some more clarity and some fiscal stimulus added to this economy. but there's almost a coiled spring effect that has not yet come through in expenditures for capital expenditures or other kind of business investments on the large end we see corporate customers having a preference to go into the capital markets because they're so attractive right now. we're poised to benefit on either side. >> at the same time? because of how well you have done capital in terms of regulation, now

starting to return capital more aggressively and more buyback of a lot of stuff >> yes, we got the c-car, the opportunity for a 26 % dividend increase over the coming year. an $800 million share repurchase which we think, again, we're not done creating value. as a matter of fact, we just got an upgrade today at this current price. key is at value, i would agree the ability to buy back stock and return the capital to the shareholders we believe is a good use of our capital. >> i totally agree i thought that the reaction today, the down 3.67 didn't make sense at all a chance to get new people in in the stock. great to see you. >> thanks, jim and appreciate the opportunity to be here today. >> of course a lot of people just don't really understand how stocks work this stock had run up, we get a lot of people -- analysts had been recommending it it came off way too hard today i think this is an opportunity

we're telling club members, you're not going to get an opportunity to buy this company like this again. "mad money" after the break.

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work experience... credit history. that more accurately assess a business' chances of success. this is a good investment. she's a good investment. get ready, because we're helping leading companies lead with digital. sometimes you've got to wonder how the stocks of facebook, amazon, netflix and

alphabet keep going higher in the face of no real news is the recent rally the greater fool theory at large will you buy them today, confident that someone will pay even more for them tomorrow? simply because they've got momentum in this particular case, i think the answer is an emphatic no the truth is, that these companies are constantly innovating, always giving you new earnings additive reasons to buy their stocks there's something real here. considering today. we just learned this morning that facebook's working with news organizations to figure out a way to gettheir wares out an become more friendly with the outlets. that's a huge issue. the fact that the company is addressing it shows exactly how customer friendly they really are. they've got a lot of money on the table, until now plus we know facebook's recently started figuring out ways to put video on some of their functions over the worry of the ad mode.

maybe it's been ameliorated. and an analyst said instagram is crushing snap. these are all new earnings per share boosters that give you more reason to buy the darn stock. amazon, what can i say we wake up and find out they're in the appliance game. sears doesn't have that much left but it does have one of the best brand names in appliances. kenmore is still good. put kenmore together with amazon, put it together with lexus, so you can scream at your washing machine all you want, and voila, you're off to the races. many people are still going, trying to digest what netflix did in the amazing quarter that's caused the gigantic explosion to the upside of the stock. especially the surge of international subs i follow a column called buster c cohen. he took the ball from the

conference, okja, which is the korean movie the company used to describe how they took that country by storm if you go read buster's piece, you'll see why netflix can go much, much higher. first this korean movie is compelling story it can never be made in hollywood. ojka is a giant super pig who's been genetically engineered to taste delicious by a stand-in for big agri business. a young korean girl spends most of the movie trying to save her. it sounds like a children's movie, but it's incredibly dark. if you want to turn yourself into a vegetarian, watch ojka. it has big stars jake gyllenhaal, how big is that a flawless computer generated pig. made by the most popular director in south korea. it made a huge splash at the

festival the french tried to interfere with it. and it was boycotted by three major cinema chains in south korea. talk about buzz that must have generated. doesn't it just make you want to sign up for netflix if you're in south carolina yes! south korea yes. making international bigger. right publicity. fabulous knowledge of south korean culture all the thing that the conventional studios reject or just don't know how to do. alphabet, google came out with a function that lets you see news that is tailored to your interests personally i've always disliked the newsfeed that comes from google. it sends you to some extraneous news entity. but google's now been able to algorithmically mine what you've asked them for in the past then they can send you a

personal feed that really does match what you're really interested in. how fabulous is that i've wanted this for ages. today they produced it stocks should have rallied on the news now, i'm not saying these stocks can't go down. alphabet and netflix both declined but they keep generating actual events and products that are indeed additive to earnings, raising numbers faang. as long as that continues to happen, these stocks will continue to go higher. they seem to introduce needle movers every single day of the week nick in my home state of new jersey, nick >> caller: thank you for taking my call. >> thank you. >> caller: paypal, the stock is up about 50% this year is it time to sell or more -- >> we care where it's going to, i saw a great number today i expect nothing less than that from mastercard, that's going to raise the valuation. dan is doing a remarkable job.

they've been wrong paypal's been right. stay long. rob in rhode island. rob? >> caller: jim, hi this is rob from rhode island. boo-yah! >> boo-yah >> caller: what's your take on under armour >> i think they're making a turn i think it's a slow turn, not a fast turn. i prefer nike over under armor kevin plank is going to get back on his game. he doesn't know how not to kevin, you should come on the show and talk. art in california? >> caller: yes, mr. cramer, i like your advice on cbs health that's been going downhill. >> i've got to tell you, my travel trust, we booted walgreens today. why? because we think we're going to wake up and see amazon decided to do drugs, prescription drugs. and that's going to be the end cbs will be down 10% and walgreens down 10% i'm done i'm done with waking up and

seeing amazon hurt my travel trust. that's it. okay i know they can't do all these things and i know that one day we'll say, you know what, this is a bridge too far but right now, amazon, i'm as concerned about them as everybody else listen up! i'm saying it loud and clear, faang! facebook, amazon, netflix, and alphabet can still go higher they offer innovation on a daily basis. they're actually adding to their earnings wondering how to connect with china's consumers? don't miss my exclusive with an alibaba claim, up over 40% over the last month alone i still think it might be a buy. do your stocks have what it takes to survive in the unknowns in the market? i'll be the judge in "am i diversified. all your calls, on tonight in the "lightning round."

so stick with cramer

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together to make a difference for other people's lives. together, we're building a better california. we can name 1.3 billion reasons why china is a big deal. some of the world's biggest brands navigating ecommerce in the people's republic. does it have a place in your portfolio? >> you know what's growing faster than ecommerce in the u.s. ecommerce in china more and more people are trying online marketplaces for their shopping needs that means if you want to do business in china, you really need a digital presence. which brings me to bal zun, which trades here. the ticker symbol is bzun, one of the leading ecommerce provides of solutions.

it will analyze consumer dat a. they have huge customers microsoft, panasonic, j & j, philips, levi strauss, haagen-dazs just to name a few if you want to do business in china, you have to go to bal san. tyler in new jersey asked about those on july 7th. bal zun saw the call in the show this is the second ceo who appeared thanks to fabulous callers. let's take a closer look with vincent chu to get a better sense of how his company is doing. welcome to "mad money. good to see you, sir. >> good to see you, jim. >> have a seat. >> thank you >> let me ask you something, vincent, if i may call you vincent. i have always marveled some companies do incredibly well in china, for instance, nike. i see that as a customer of you. what would you do for a nike

>> yeah. that's a good question, jim. actually, we just are here to bring the brands to be successful in chinese ecommerce market so in this case, for example, mi nike, we have their stores, on alibaba platform and run all this business for them happy to see that from very small number of sales to today's billions of sales of nike in this ecommerce, a way we help the brands. >> how do you get paid by nike >> generally it is a service fee, a commission. this kind of, you know, mechanism for most of the brands. >> i was talking to my staff and said, wait a second, they have haagen-dazs. you don't order haagen-dazs online, it's ice cream they told me there's an advertising component of alibaba that we don't have on amazon and

that that's a great opportunity for haagen-dazs, but they need you to do that, too. >> haagen-dazs is a very special case actually we sell two kinds of products through them online first is the coupons >> coupons. >> coupons is a good way to do the marketing, plus sales. you can redeem all the coupons on the offline stores. >> okay. i know you watch the show, so we have manny tricot on all the time he's been telling me that tommy hilfiger has been turning on the jets in china. again, i must think that means he has to consult with you, people consult with you to figure out how to position the brand of tommy hilfiger. >> as you said, it is good thing for you to mention tommy hilfiger, one of the latest brands we're working with. >> oh, really? >> yeah. last month -- actually, this month we opened their store on the t-mall we're trying to make the

business better. tommy is, you know, is the new brand. we hope that in the coming years we can bring them very, very, you know, high -- >> i'm counting on it. the stock has been doing well. i've been saying part of that is the diversification out of the u.s. into china. >> yeah. >> when jack comes here and talks about helping small to medium sized businesses to do business in china, i would imagine that again they just can't go over and put a website up they need the help of a company like you >> we have a very big space to deliver a bunch of services to make that possible so for example, it's not only the big brands, like nike, there are other smaller brands today, but can be bigger in the future. we also have this kind of boutique and the smaller, medium sized brands to, you know, to the

ecommerce business in china as well. >> i read through your excellent training, tremendous transparency which i absolutely love, warehouse fulfillment. that's something else i wouldn't have to worry about because of baozun. >> we are one-stop solution providing in china a full service provider. so from the very front end, we call this digital marketing. but it's actually advertisements, promotions for the brands then the sales you know, we generate all those on the website the last part is the fulfillment site you have to ship this to your consumers. that's the three aspects we are doing. >> you can help with the search engine optimization, so my ads will be seen >> definitely. that is part of our digital marketing services from the very front end to the very back end. >> okay. i noticed at the beginning of the transcript, you used the same-store sales

i try to figure out the metric so we know apples to apples. why is that a good measure, same store sales? >> jim, actually, our growth is a conversation of different aspects. why is that the same brand growth, means that compared to the last year, how big is the growth of this same brand today. >> right. >> the other dimension is that we are attracting more and more new brands onboard so that is also added to the growth of bao zun. as a primary metrics, the same-store growth is so important. >> i have to tell you, i did all the work on this stock, and i was surprised a at how the market capitalization is very small. versus the opportunity that's why our caller seems very right. i'm always a little reticent to recommend a stock. i would tell people, do the homework, but this sounds like a very exciting story. i'm recommending alibaba, the only chinese stock i'm recommending i think this is a very good

companion to alibaba. >> thank you so much i hope in the future it can be the second. >> when you come back on the show, i hope so. again, thank you to our callers for bringing companies to my attention that i otherwise do not know "mad money" is back after the break. whuuuuuat?rtgage offer from the bank today. you never just get one offer.

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george >> caller: well, jim, thank you for taking my call tonight. >> it is my pleasure, sir. how can i help >> caller: well, jim, if i can first, i'd like to say hello to a very dear friend of mine, donald rapost. he's located up in woodstock, connecticut. and don introduced me to the stock market many years ago. and i feel blessed. >> all right, there you go what's up? >> caller: now, the purpose of my call, i really would like your thought on energizer. >> it's just okay. i prefer actually to o own proctor & gamble where you've got a fabulous engagement investor procter is the way to go let's go to billy in virginia. billy? >> caller: hey, jim. how is it going? >> it's all right. how about you? >> caller: good. thanks for having me do you think the share quality is reflective of the lack of knowledge or confusion about the company going in the right direction? >> they've got cash but not

momentum i think it's correctly priced. taylor in california >> caller: jim, how are you doing? great show. >> thank you, taylor. >> caller: should investors be shorting cheesecake factory with the quarterly report and transition in retail dining away from 5,000 to 7,000 square foot sitdown restaurants? >> it's profitable it was not a great quarter i do prefer garden i'm not going to short a company that's actually done a pretty good job over the years. let's go to john in nebraska john >> reporter: jim thanks for taking my call! >> yes. >> caller: my stock is esv. >> no! who wants offshore drilling into the wrong call michael in california, michael >> caller: boo-yah, jim! >> boo y. >> caller: thank you for your show and podcast

i have a stock, 228. seems like it's still climbing weight watchers. >> i've got to do a piece of this thing it's nonstop up. i feel like i completely missed it so i cannot opine on it. i don't deserve the right to be able to opine on it. because i missed it that bad let's go to josh in new york josh >> caller: jim, big boo-yah from new york. >> what's going on >> caller: my question pertains to schneider national. you had them on the show a month ago. i'm wondering if i should sell >> i thought it was fine union pacific on this decline is more impressive to me. i think you're fine with that. let's go to steve in california. steve? >> caller: hey, boo-yah from redondo beach. >> i'm getting a lot of calls from there i like hermosa beach, too, i just want to say that. >> caller: i'm always calling you from redondo beach i've got a good problem in my roth i.r.a five stocks and adobe is one of

them. >> you got that at a high quality. working for you every minute why can't we own all of them adobe and microsoft. you've got to be diversified one more call. john in pennsylvania john >> caller: hey, jim. big fan of the 2005 season learned a lot. one point you've always made is the trend is your friend holman company put a $40 price tag on trtn. guiding up for the quarter full year, do you think it goes to 40 >> i listen to union pacific and csx. intermodal is very, very strong. it's got the wind at its back, but specifics of tritan, i'm not sure sure that is the end of therse? i'm crazy stressed trying to figure out this complex trade "lightning roun

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you may think bang is indomitable. you might be right but while facebook, amazon, netflix and alphabet formerly google seem to be on an unstoppable path to domination i wouldn't put all my money in one space. they all trade together, they're joined at the hip, but build a defense in the event heaven forbid these stocks no longer perform the way they do now.

or one brings them all down. you should put together a well diversified portfolio from many different sectors. why we play "am i diversified. give me your call, tweet me, tell me your top five holdings i'll let you know if your portfolio is diversified so let's start with a tweet from @red hawk abbott, win, hig, which is the insurance company, coca-cola, and american tower, am i diversified? let's take a look at these what do we have? american tower is red-hot. i've liked that forever. remember the big rate at 90? how wrong they were. wyn, we recommend that stock

since it was at 40 hartford, property casual insurance. coca-cola with the new man at the helm there we've got a drug company, a beverage company, insurance company, a cell phone company, and we've got a company that is in travel and leisure. that is what i'm talking about perfect. let's go to jessica in georgia jessica? >> caller: jim, boo-yah! >> i like that what's going on? >> caller: i'm a huge fan. thank you so much for taking my call. >> thank you. >> caller: so, i'm here in georgia, southern international realty portfolio has slowed down a little bit i'm wondering if diversify enough, not only to stay in the green in 2018, but to also see

another push in the next three to five years? >> okay. what would this be >> caller: okay. the five biggest positions, i've got apple, allergen. those are my two longest heavy positions. >> all right. >> caller: and then cisco, dell technologies, dvmt, and exxon mobil. >> okay. okay so allergen, big pox for club members. a great drug company has to close above 250 according to the technician. apple, own it. last two quarters i've not been happy about dell but you get a good yield

exxon mobil. this is a convoluted situation you've got tech and tech we're going to get tech, tech, tech we can't abide by that we're going to keep apple. get rid of cisco instead of cisco, what we'll put in, because we have a health care company already, we're not going to add to more health care why don't we put in honeywell, which i'm confident is going to report a good number tomorrow. if it comes down, we'll buy it and we're going to have to get rid of dell. what we'll do is put in -- can't do retail anymore because of amazon why don't we go with a bank. i like to go with keybank. we'll go apple, we'll go key, i feel a lot better about that honeywell. the oil and gas, we'll keep that nice diversification allergen, we'll keep that, too the drug group is on the margin. thank you for the kind words don in california? >> caller: jimmy how are you?

>> how are you >> caller: good. thanks for taking my call. >> of course. >> caller: i've got apple, skyworks, gilead, twitter, and a little a & b >> all right let's get that up there. gilead inched up biotech has caught a bit that's okay. value stock. trulio, i like when the ceo bought all that stock lower. we have to wait to see the next quarter. twitter has snuck up out of nowhere, above 20. on no conversation, nothing. skyworks reported after the bell i thought the number looked good and apple. we're going to keep apple. we can't have all this tech. again, way too much tech this is the kind of thing that worries me we'll take skyworks out. we need keybank in there we'll take twilio out.

let's keep twitter we've got to find out what the heck is going on i cannot tell you to sell it i like the action in it. and we've got the health care gilead if we had nothing but tech and didn't have so many other stocks, we would be killing it, but that's not the way we play it michael in maryland? michael? >> caller: hey, jim. my five stocks are bank of america, johnson and johnson, viacom -- >> we don't see a lot of viacom. let's go there to start. entertainment company challenged by the cable we're okay carnival, wow, what a quarter. royal caribbean was up today carnival, six of one, half a dozen. i like carnival. verizon, one of the great quarters for johnson & johnson

let's talk about the future being better bank of america, great quarter we've got a drug company, telco, travel and leisure and entertainment. and that is fine for me. wow. we had to do a lot of work guys, i know, i mean, with microsoft and faang, you want to have just tech, so do i. but then one day you come in, and you are eviscerated. stick with cramer. earlier this week i did a piece about what's going to happen later in the week the two stocks i said you have to buy if they come down at all

would be visa and microsoft. they just reported outstanding quarters microsoft's cloud business azure is doing so well stay long both of these. there's always a bull market somewhere. i promise to try to find it just for you here on "mad money." i'm jim cramer, and i'll see you tomorrow or fight each other for a deal. this is "shark tank." ♪ is jason lucash and michael szymczak with a creative new technology business. ♪ i'm jason... and i'm mike, and our company is origaudio. we love to travel. we're total travel junkies and have been all over the world. and we also love music. and the great thing is, our company combines both.