>> wow, beautiful, beautiful. >> thank you so much. >> they are on tour, everybody. you need to get in the game. firms are going to go out of business, and he is nuts! they're nuts! they know nothing. i always like to say there is a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you a little money here. my job is not just to entertain, but i'm trying to coach and teach you, so call me at 1-800-743-cnbc. we're looking for breakthroughs in all the wrong places. and perhaps we're right about all the wrong issues. consider the two amazing irons of the market.

consider the two amazing irons of the market. the first is the technology stocks remain the focus for a huge cohort of investors. they're the subject of much of the discussion when it comes to individual stocks. but when we aren't talking tech, we're focused on how foolish it is to buy stocks knowing that we're going to be soon falling off some giant fiscal cliff. >> agh! >> while we chatter about tech and the nation's finances, there are huge moves happening in the stock market, moves that are undeniably positive, even as they don't get their due.

so i'm going to give them their due now, after i defrock exactly what everyone else always chatters about. i'm willing to smash these most talked about idols because they simply don't make you any money, and that money is the litmus test, the only litmus test for what is worth discussing on "mad money." not politics. [ buzzer ] not excitement. [ buzzer ] not gossip. just money. first on this fiscal cliff, oh, i'm sure one day the problem is going to be front and center, just like europe's woes, it will cost us. for me, that's not the issue. the issue for me is from where will it cost us? from what level? from all-time highs? from 10% up from here? from levels that we didn't even ponder it could be up there? because there is one thing we must stipulate. as hard as the bears have tried

to make the fiscal cliff the issue, the issue of our time, it didn't stop us from going to dow 12,000. it didn't stop us from going to dow 12,500. it didn't some us from going through dow 13,000, and at the moment dow 13,400. and i'm not sure that's going to contain us. the consumer was supposed to be rocked by it too. the doomers and gloomers predicted a real waning in of the shopper because of layoffs this fiscal cliff stands for. nobody is supposed to be buying anything -- not homes, not expensive goods, not cars. the problem as i see it, though, is 310 million americans that just didn't seem to get that fiscal cliff memo. no offense, but the whole term of art, the fiscal cliff, i mean it's hard for me to figure out. it's harder than an infield fly

rule. and umpires get that wrong. fiscal cliff. i mean, is it something to do with cliff barnes and the remake of "dallas"? that's it! it's got this really cool name and sounds kind of scary in like a scooby doo way, or maybe roadrunner from a previous generation. whatever. it's not scaring the people it's supposed to scare, you. i mean you're still spending and shopping and buying stocks in a robust way, as we saw from this morning's national sales figure. the sales numbers were very, very good. all right. let's see. we're on pace to sell 15 million cars. that's a total boom figure. where are they going? going to some warehouse or something? no. people are buying them and driving them. we have remarkable retail sales. that's how walmart can keep hitting all-time highs. i've seen that stock do nothing for years and years because it's so heavy. vf corp., michael kors, ralph lauren, coach even participated today.

our home sales are accelerating. foreclosures are at the lowest level in half a dozen years. house values are going up in many parts of the country. refinances continue to run at high levels. no wonder the banks are doing so well. citigroup reported sharply better than expected earnings this morning, although a lot of those earnings did come from emerging markets. it's no surprise this group has been the market's leader. it's the bank's customers who are buying all the stuff i just mentioned, and the banks tend to take a cut of pretty much everything, especially houses. sure, the u.s. government may raise taxes, which is ironically something we're supposed to want, but of course we're now terrified of. the cliff could easily have kept you out of walmart for the last 20 points. it might have made you sell panera 50 points ago. it could have caused you to miss home depot or disney or 3m, to name three dow stocks on a huge tear throughout the fiscal cliff scare. if you let the fiscal cliff be your guide, you would have

cleared out of lennar at 25 instead of 35. by the way, these moves i just mentioned, they really did happen. i'm not making them up. they happened. some can be repealed if we if when fall, fiscal cliff. no moves are permanent. but they're undeniable. they did occur. and if you sold these stocks for fear of something that might or might not happen in 2013, you've been snookered, especially when you consider you could have picked up the capital appreciation and the dividends rather than the measly 0.5% return that certificates of deposit gave you if you were sitting on the sidelines, which brings me to the real sideshow that has hurt so many people. the obsession everyone seems to have with tech stocks as an area of innovation and excitement when you aren't getting either from this cohort. we sit here every day and chatter about what is happening with software and hardware on the internet. as if it's the heart and soul of innovation. is it? there is more innovation in the

oil field patch. what is new in tech since the ipad two years ago? some revolutionary way to listen to the radio? by the way, i don't heart radio. how about a camera that takes a better picture? how about a better or maybe worse map system? a second gained in streaming video? that's innovation? no wonder most of these stocks have done nothing for ages and ages, especially when you consider the bulk don't even bother to pay dividends but love to flood their execs with stock options. the only tech stocks that are giving you any appreciation are the lowest form of innovation out there, cell towers. these are real estate plays, for heaven's sake. all the disk drive stocks and memory chips, all the computer stocks, social media plays, it costs you fortunes. they've kept you out of the gains in the rest of the market, not in them. but just as bad, this relentless focus on tech as the mother of invention distracts us from the real innovators. why don't they get more ink virtual and otherwise. abbott labs. eli lilly jumped two points on a cancer drug that no one ever

heard of unless you've been watching the show. but people have been buying the stock left and right because of the alzheimer's medicines. how about this cruel bit of irony. abbott and eli lilly started their moves from about 4% when you were getting almost nothing from the tech stocks. even after the runs they continue with better yields either because they keep raising their dividends like lilly, or they bring out value like abbott is doing because it's splitting into two separate companies. i don't want to be part of the cabal that plays up to the doom and gloom stories. even abbott, even as their relationship with the fiscal cliff is chimerical at best, the nokias, the research in motions, without having some these is of genuine progress or real innovation. i would rather have you in something cheap like the banks and the retailers with good dividends and real opportunities like the drug stocks, yes, even after this move. here is the bottom line.

we're too much like that old man in "north by northwest" who tells cary grant that a suspicious aircraft was dusting crops where there ain't no crops. we're looking for breakthroughs where there ain't no breakthroughs. and we're looking for cliffs where there ain't no cliffs. it's time to start focusing on where the breakthroughs truly are and what the consumer is really doing. only then can we start to make the money and not just the headlines and a lot of tepid air. donna in texas. donna? >> caller: yes, good afternoon, mr. cramer. >> how are you, donna? >> caller: i'm doing great. thank you for your book, "stay mad for life" that you sent me. >> you're terrific. thank you. >> caller: just a couple of questions. i've heard the rumor that texas instruments is selling their mobile chip business. and if this happens, i'd like to know what your opinion is of how this will affect ti and the future. and also what you think about ti's stock.

>> well, you know, i saw that. i don't like to really comment on rumors that -- that's a business in texas instruments that has been in there forever. obviously texas instruments needs to shake things up. the stock has done nothing, so it's good. after the close, microchip technology which is a similar company cut its forecast. i remain sidelined on anything semiconductor. i don't like them, except for one that i own for my charitable trust, or the trust owns. let's go to donna in texas, please. donna? >> caller: good boo-yah to you, mr. cramer. >> done your way. >> caller: question about millennial media. i know they announced a plan to sell 10 million shares. what does that mean to me as a stockholder? >> it's a following offering. everyone knew they were going to do a lot of -- they never really hid that they would do an equity offering. what we want to do is look at the fact that the company is doing very, very well. there are very few companies that are boosting their forecast in the tech patch. this is a company that does solve a lot of issues for

internet companies. i remain a believer. i would be a buyer on the equity offering. dan in colorado, dan? >> caller: leon panetta came out and made comments about the possibility of a pearl harbor type scenario for web security. as someone who has paid more and less for websense, wbsn, what are their prospects going forward in this environment? are they well positioned? and would you buy more now? >> you know, it's okay. i thought that fortinet was the better way. honestly, i think they are the better play for that. that's what i would go for. they have the best network security that i know. up 13% for the year. i think it can go much higher. i know it's easy to lose focus in this market, okay? and there are pitfalls everywhere. it would be easy to say sell everything because of the economy, sell everything, but i'm stuck with the cold hard facts that a lot of companies are doing real well. and those are the ones that i'm trying to bring you for. remember, sometimes there is a crop duster where there ain't no crops.

coming up, bipolar performance? the market for fresh stocks has been anything but stable, with some hitting the highest of highs, others the lowest of lows. so how do you know which offerings have potential for profit? cramer's got some advice that can help you diagnosis any ipo, next. and later, better cheddar? it was the breakup heard around the world. but now that kraft's spin-off is complete, which stock is it time to snack on? cramer is serving up the play that could keep your portfolio satisfied, all coming up on "mad money." >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com, or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. [ rob ] we weren't always the most adventurous couple.

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it was the best of times for the ipo market. it was the worst of times for the ipo market. last week investors were cheering deal after deal after deal. we had nine ipos, and five of them were up more than 20% in

their first day of trading. >> hallelujah! >> an incredible winning streak. >> house of pleasure! >> but the week before we had six deals, and almost all of them were flops. [ booing ] >> it was just miserable. >> the house of pain. >> so what does the tale of two ipo weeks tell us? is it just animal spirits meaning investors felt bearish two weeks ago, so those ipos were doomed, and then felt bullish last week, so the next set of ipos were blessed? i don't think so. especially since the averages were down last week anyway. so what did happen? simple. this tale of two ipo weeks was a coincidence. but that doesn't mean we can't learn a ton from them. see, it just so happened that a bunch of really terrific deals all came last week, and a bunch of real lousy stinkers came the week before. however, this coincidence is the best ipo teaching tool we've had in ages because last week's good ipos have a lot more in common -- >> buy, buy, buy! >> than the mere fact that they soared on their first day of trading. and the loser ipos from the week

before have many more similarities than the fact -- >> sell, sell, sell! >> -- that they flopped. fast growth and a solid management team. that's the commonality that we saw. so let's consider some of these hot deals. let's start with the wave of incredible ipos from last week. it's amazing how much these companies actually have in common. i want you to take workday, wday. have you seen this one? it's one of the most anticipated deals of the year, and one i told you to try to get in on ahead of the offering. workday is a cloud-based, same business model as salesforce.com, except they don't compete with salesforce because their software is used for human capital nagement, basically, human resources. in the latest quarter, workday's revenues increased by more than 100%. frankly, that is staggering. the company was founded by the two guys who ran peoplesoft before they eventually sold that company to oracle for a ton of money.

so it had a top-notch bloodline. it's the equivalent of secretariat and seattle slew. it priced to $28, well above its already raised price range and opened at $48 for an enormous pop. and it is still going higher today. the stock went out at $52 and change. then there is realogy, which looked like it should be like real estate. realogy is the world's largest franchiser of residential real estate brokerages. last year they were involved in 26% of all existing home sale transactions involving a broker in the united states. there is some market share. given that the housing market is now on the rebound, realogy could have many years of mammoth growth ahead of it. the ceo calls it the purest housing play out there. so this is indeed a fabulous growth story. it has just got the secular

growth path right now, and because of that market share, wow. even though realogy was being spun off by apollo, those guys believe in the story so much, they didn't sell any of their shares. apollo still owns 48%. normally these private equity guys, they call them p.e. guys because people in the media want to sound like they know, the p.e. guys try to sell as much as they can. the result, realogy spiked. this is a real estate broker for heaven's sake, but it's got growth. it's got fast growth. and then two biotech ipos that performed wonderfully. there was kythera biopharmaceuticals. when you dig deeper, they have some similarities. and we're going to plumb the similarities that made them successful. they're a commercializing treatment for double chins in partnership with bayer. hey, people have double chins, they don't want double chins. i mean, that's something you want to get rid of, right? the company isn't yet

profitable, but their double chin treatment should finish their clinical trials next year for potential approval in 2014. the important thing is kythera has funding. they're not desperate for cash like other biotech ipos. plus it has a seasoned management team. the ceo came from amgen. fabulous stock. the chief medical officer used to work at allergan. a cramer fave. is this all starting to sound familiar to you? it's no wonder it jumped 23.7% in the first day of trading. it was written. last week's other intercept pharma. it's working on a treatment for chronic liver disease which is now in phase three trials. but under the surface, intercept and kythera have a lot in common where it counts. intercept also has funding. they weren't going public

because they needed cash. that's been a pitfall for other biotech ipos. intercept has a quality management team. has been there for a decade. chief medical officer used to have the same position before it was sold to pfizer in 2005 and spent time as a consultant. again, this ipo had all the right ingredients, and therefore it spiked more than 29% on the first day. shutter stock, fast-growing supplier of pro shot digital imagery. 27.4% on day one. fleetmatics managed to buck the trend. how? what was the synergy? what characteristics did that share? well, the company is a software as a service unit, just like workday, just like salesforce. with software for companies with commercial vehicle fleets. and last year grew at a 43% clip.

there was nothing inherently bad about the week before last. it's just of the last six ipos priced that week, most were not like fleetmatics. what was wrong with them? let's go for some commonalities there and really wrap this stuff correctly. what went wrong with the deals? mainly they didn't have much in the way of growth. and in a lot of cases they had a number of other problems that made them particularly unappealing. here is a big one. berry plastics. it sank 5% on the first day of trading. this company makes plastic containers. it only had 7% revenue growth. no debt on the balance sheet. no wonder it flopped. how about lifelock? an online provider of identity theft protection services that get this, just two years ago was fined by consumer protection authorities for making false claims. it makes you wonder who is watching the watchmen. plus, lifelock faces real tough competition and it's not profitable. many of its competitors are. then javelin mortgage, take a javelin and shove it in your head.

a mortgage reit. wow, we need one of those. and the problem with that is to judge a mortgage reit is by looking at its record. this one has no record. what about regulis, priced 4 and actually went higher, but only 5%. unlike last week's kythera and intercept, they do not have funding and don't have partnerships with large players. you need deep pockets if you want to have a super successful biotech. the bad biotechs look like this. i think like monopoly. the bottom line, it's no mystery why last week was the best of times and the week before the worst. last week had tremendous growth. they had funding, all the ingredients necessary for a good ipo. the week before a bunch of slow growers, checkered histories, no wonder they stank up the joint. that's just what you could have predicted they would do because they had nothing to do with what this market craves -- lots of growth and little debt in a

low-growth, high-debt world. after the break i'll try to save you even more money. coming up, better cheddar? it was the breakup heard around the world. but now the kraft spin-off is complete. which stock is it time to snack on? cramer is serving up the play that could keep your portfolio satisfied. new pink lemonade 5-hour energy? 5-hour energy supports the avon foundation for women breast cancer crusade. so i can get the energized feeling i need and support a great cause? i'm sold. pink lemonade 5-hour energy? yeah and a portion of every sale goes to the avon foundation for women breast cancer crusade. i'm sold. new pink lemonade 5-hour energy. get the alert, energized feeling you need and support breast cancer research and access to care.

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♪ tainted love, oh, tainted love ♪ >> i've said it a zillion times. i'm going to keep repeating it for as long as i have to. when it comes to creating value for shareholders, there is nothing better than a good old-fashioned corporate breakup. some businesses simply do not belong under the same roof. and just by staying together, they're costing you bucks. so when you split them up, the stocks roar. sort of like when katie holmes left tom cruise, except none of those weird religious overtones. and by the way, katie, i was always rooting for you. the great thing about celebrity breakups is they sell lots of magazines. the kardashian sisters alone have probably added more life even though they've had a deleterious effect on the vast forests of north america. they give stocks the fuel they need to go higher. it's the kind of fuel that burns regardless whether the economy is good or lousy or whether in a bull market or bear market. take kraft. a little more than a year ago kraft announced it was going to split itself into a global snacks company.

at the time the stock had done nothing for a decade. its performance was so pathetic, i even had the ceo, irene rosenfeld on the wall of shame. but when we got wind of the breakup, i took rosenfeld off the wall and congratulated her and said you absolutely had to buy kraft because it was going much higher. that was on november 10th last year. since then if you held onto kraft you wracked up a 26% gain. that was all about people anticipating the breakup. but now that the breakup has arrived, now we have to decide what to do with the pieces. on october 1st, kraft officially split into two separate companies. if you own shares in the old kraft foods, you now find yourself owning krft, the kraft foods group that includes oscar mayer, lunch meat, as well as kraft and velveeta cheese. by the way, this can survive thermonuclear war virtually unscathed, as well as maxwell house, which is, you know, well, i think it's gastrointestinally too difficult to show. and you own shares in mondelez, truly iconic brands, oreos, chips ahoy, cadbury chocolates.

chips ahoy, cadbury chocolates. so what's the next move? do we ring the register on both because the breakup catalyst has come and gone, the trade is over? do we keep owning both because both companies appeal to constituencies of different investors? now they can each start to pick up sponsorship on wall street? come on, that's not the "mad money" way. on this show we're always trying to identify the best opportunities out there, not the second best. there is no room for mediocrity in our portfolios. and that means we need to pick. the new kraft or mondelez. i got the tell you, i think this is actually a pretty easy call. we own kraft for my charitable trust, you can follow along, actionalertsplus.com. and when the breakup happened,

we sold the new kraft and kept mondelez. this is the one to own. if you didn't own any kraft before the breakup, it's the one you should be buying. the reason? even though kraft has a bigger dividend, 4.1% versus 1.9% for mondelez, the fact is kraft's growth is anemic, and its valuation is stretched. at the moment its sales earnings are actually shrinking, but the stock is selling for 17 times next year's earnings estimates. and even when things stabilize, the new kraft is only looking at 2% to 3% organic growth per year. no thank you. mondelez is actually cheaper than kraft, even though it has a much higher, 13.5% long-term growth rate. that tells me the upside in kraft might be tapped out, at least for the near future. the company has a lot of room to aggressively cut costs. they're going to do that. they're going to raise the dividend. but both those things, they take time.

mondelez is roaring right now. a 6.6% share of the global snack food market is estimated to be north of $330 billion by 2015. plus they're operating in some of the fastest growing parts of the country. 44% of sales come from the red hot emerging markets where they're just discovering all the good things that our country produces. mondelez has 11 brands that each generate upwards of $500 million in sales each year. they're the number one chocolate company. tell me this isn't the greatest stuff in the world. they have 15% of the global chocolate market. number one gum market, number one biscuit company. well, not my fav, but you can make mock apple pie with them. overall, mondelez controls 7% of the candy aisle worldwide, and that's a growth aisle. get this. the company believes it can keep taking market share thanks to shelf space additions. growth far from over. oh, mondelez, plenty of untapped foreign markets where it can

further develop its market, china, indonesia. indonesia is red hot. one of this country's greatest exporters. there is a reason why sales of oreos have been increasing at a shocking 68% compound annual growth rate since 2009, and that's because people in other countries are willing to pay up for this iconic and delicious american brand. sure, they can buy knockoffs. but as more people in emerging market countries enter the middle class, they're willing to fork over more money for the real thing. that's the power of the brand. and by the way, historians, food historians out there, it's not like it's easy to knock off this franchise. i mean, remember hydrox? i always thought that cookie was hurt by its moniker. plus, mondelez sees more -- sees its margins going higher, thanks in part to modest price increases, in part to productivity and decline in commodity costs, which are dropping fast enough to the point where the company's guidance may be beatable.

and then there's that strength in euro. they get 37% of the sales from western europe. when europe gets stronger, the exchange rate gives them a nice boost to earnings which they translate back into relatively weak dollars. the feel good story there is a lot of reasons to like mondelez. on top of everything else, it has the 1.9% yield. not as big as kraft's, but kraft with not nearly enough growth with the price to earnings multiple. the bottom line. now that the breakup story has played out, you need to sell your kraft foods because we're siding with mondelez in the divorce. and let me tell you something. we're taking the alimony and the child support and all the property too, yeah, that will be a win! okay. let's go to chris in texas, please. chris? >> caller: hey, jim, good afternoon. >> what's shaking? >> caller: hey, not much. my question is on general mills.

i bought this stock primarily for the good dividend yield. but my question is on the growth potential of the stock price. general mills reported this year that 25% of its global sales are non-u.s., and that this is the fastest growing component of its sales. so my question is do you think in an environment of growing foreign sales coupled with continued pressure on the dollar from the fed that this could be the recipe for a windfall for a big defensive global company like general mills? >> i was talking to my buddy, stephanie link, who you saw him on "fast money" today at the half. i cannot believe general mills has come below 40 after that magnificent quarter engineered by ken powell, the ceo. i think you have horse sense. i would be buying general mills. i would be buying it aggressively. william in california, william? >> caller: boo-yah, jim, from sunny california. how is it going? >> i don't know. we have a really gloomy day out here.

made worse of course by the eagles performance yesterday. but i got to tell you the niners' performance was nothing to write home about. >> caller: oh, god, it was horrible. i want to talk about hormel. i'm a new small investor and i love your show. i like the stock and the dividend. it is worth keeping my money tied up? >> yes! listen, californian, hormel is terrific. they've got one of the longest dividend records. it is an incredibly well run company. i welcome hormel any time they want to come on this show. i got to tell you something, you come on this show, and i will show you the wonders of how good spam juice really tastes. i'm not kidding. that's probably not as good an invite as he has gotten to other shows. let me think about that. rw in nevada? >> caller: yes, jim, first of all, i want to say thank you for all you do for us. otherwise we would have no professional guidance. >> you're very kind. i was in the elevator yesterday going to the eagles game, and a guy said the same thing. it made me feel pretty good. what's up? >> caller: i never miss your show, even if i have to record it and watch it later. a couple of weeks ago you

recommended dole stock at $13.91. >> right. >> because it was undervalued. >> right. >> because it was poorly managed. it was now under new management, which you considered good. since then, the stock has taken about a 10% drop. i invested 20% of my ra. should i hold it -- >> oh, yeah. that's a rounding error, sir. this is a good situation. i feel it's absolutely terrific. you can't judge -- i mean almost every food stock has crept down during this period. mccormick didn't do so well. hersheys come down. you're in a good place with dole. i like that stock very much. okay. it's not me, it's you. it's not kraft, it's mondelez. kraft may be tapped out, may be even stale, and of course able to survive the mushroom cloud. but mondelez, it's yummy as all get out. the "lightning round" is coming up! coming up, mobile marriage. sprint's run up over 10% in the past week after a japanese

company announced plans to take a controlling stake in the cell carrier. is it time to drop off this call, or is there another clear winner? cramer's dialing for dollars, just ahead. look i made a face. awesome. why don't we make a pumpkin. what do pumpkins look like? what's... like this. you're my pumpkin! what do you think? i made a bat. [ boy ] i made a sword. [ both laugh ] ♪ you're gonna love those. [ female announcer ] carve out some time with your little pumpkins. boo! boo! [ female announcer ] happy halloween... from rice krispies. follow the wings. boo!

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[ buzzer ] >> -- and the "lightning round" is over. are you ready skee-daddy? i want to start with greg in new jersey. greg? >> caller: hi, big boo-yah from summit, new jersey. >> really? fantastic. what's up? >> caller: my stock is liquidity services, lqdt. >> i'm going to be honest. there is something going on with this stock. it has been too wild a trader and too many research notes i cannot opine on. i look and there is five more notes today. i got to come back on liquidity. i just don't get it. let's go to tom in california, tom? >> caller: hey, a big boo-yah to you, jim. eroc, eagle rock. >> i know, tempting, nice yield. but you know what? we're going to stick with tried and true. i'm going to send you to kmp, kinder morgan. i don't care about the 8% yield i can get from an unknown stock. i want the 5-plus i can get from a known one. jared in new hampshire, jared? >> caller: hi, jim. i got a big granite state boo-yah for you.

>> sweet. >> caller: i'm looking for best iphone 5 and ipad mini derivative play. what do you think of skyworks solutions, swks? >> it's good, but i got to tell you, the semiconductor stocks, they really are killing me, they're just killing me. i think the best apple play is apple. i'm reiterating that. i know it bounced off the 624 line. it does look better. i want to be in apple. i'm going to invest in apple, not trade it. teri in montana, teri? >> caller: yes, boo-yah, jim. thanks for everything. my stock is at&t. should i hold -- >> you want to hold it. but if it gets -- obviously, with sprint teamed up with softbank, with t-mobile teamed up with metro, we have to be willing to recognize that at&t will not be a rocket ship anymore. 33, 34, bring it in. let's go to dan in texas. dan? >> caller: yes, sir. >> go ahead, dan. >> caller: hey, what do you think about that company

helmerich & payne, hp? >> it's been a house of pain, helmerich & payne. but i'll tell you this, i do like schlumberger, slp. my charitable trust actionalertsplus.com owns that. >> buy, buy, buy! >> that's the safest one to be in. i need to go to kai in new jersey, kai? >> caller: how are you doing, jim? thanks for taking my call. >> my pleasure. >> caller: i just wanted to ask about nly and cys. i've been buying but i don't seem to stop. >> these are in the crosshairs of the mortgage buying that ben bernanke is doing. it's shrinking the profit margins. they have issued a lot of stock. and i have to tell you, everybody's dividend in that group, everybody's distribution is in danger of being cut. if you can live with that, then you're okay. and that, ladies and gentlemen, is the conclusion of the "lightning round"! [ buzzer ] >> the "lightning round" is sponsored by td ameritrade. >> coming up, send cramer an e-mail to madmoney@cnbc.com or tweet him @jimcramer #madtweets and he might just answer you on the air in an all new edition of mad mail.

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thanks. that's the cold truth!

hey guys, can i get next? here you go kid. hey aren't you. yep. vogelsong and posey did you check the rating? the rating?

yeah, it's simple. always check the rating symbol on the front and read the content descriptor on the back now that's a good call. thanks guys. ahh son, i don't think this game is for us. maybe you should get this one. this kid can play. [female announcer] for more information, visit esrb dot org. time for a little homework. last friday, jill in new york asked me about pss world medical, pssi. noting that the street had very mixed opinions about this one, i said i would get back to her. this is a battleground name. pss is a $1.15 billion distributor of medical products to doctors practices and extended care facilities with the majority of the news tied to consumable and disposable

products. the company has done so good lately, bringing in new management and improving the cost structure, but the transformation remains in the early stages. the goals seem fairly lofty. the stock a premium to its peers. stay away from battlegrounds, and pssi is one big palo alto battleground, no exception. on september 28th tom in california asked me to compare allot communications, allt, versus procera networks. i keep putting this one off, i got to be sure, i got to be sure, i got to be sure. both companies provide service, optimization and revenue generation solutions as well as broad band service providers. basically, their products allow the carriers to ensure that their networks are running smoothly. we love these face-offs on "mad money." as far as i'm concerned, there is no question that allot is the winner as the company is the company lead were moore exposure

to the faster growing space. allot communications, allt, versus procera networks. i keep putting this one off, i got to be sure, i got to be sure, i got to be sure. both companies provide service, optimization and revenue generation solutions as well as broad band service providers. basically, their products allow the carriers to ensure that their networks are running smoothly. we love these face-offs on "mad money." as far as i'm concerned, there is no question that allot is the winner as the company is the company lead were moore exposure to the faster growing space. plus allot is a lot cheaper. procera trades at 44 times next year's earnings. when you consider that its long-term growth rate of 24.3% is actually bigger than procera's 22.5% long-term growth rate. allot is the clear winner. i would stick with it. it's been a big win. i think it's going to stay that way. now some tweets. our first tweet comes from heffreyb, i'm a 24-year-old manager of a oil service company in the utica shale and tsco has become a small parts lifeline. it's what we call a voice of cramerica message where you the viewers clue us into things in your life, your experience that might not be on our radar,

particularly mine. i never saw this kind of thing there. now i'm thinking regional tractor supplies to regional areas. second, i want to remind everyone that we are doing a special invest in america show from ohio on thursday. ohio. that's right. "mad money" hits the buckeye state just like all the presidential candidates, talking oil, unlike them, talking oil and the nat gas boom, talking jobs, and talking, yes, keeping the american dream alive. i am very excited about this. tractor supply. i got to tell you. this is a high growth company that does have terrific, . . . -- oh, i tweeted this @jimcramer. it's the garden state, for heaven's state. we have farms everywhere. there is a lot of farms in jersey. we have the best corn, by the way, absolutely, and we also have the best tomatoes. so take that! here is a tweet from gary at 500k. he says welcome to ohio. you should come to anderson, owens corning, oi, and two

refineries and a new penn national gaming casino. i love ohio because ohio is a sweet spot of "mad money" because they have all these great american companies that are all doing so well. now lately because of some of the problems in europe, our companies have not done as well. and owens corning is an example of that. they just told you that business isn't that good. but we're going to go find what could be good for a long time in ohio and care a little less about the last three days and a little more about the next three years. stay with cramer. coming up, mobile marriage. sprint's run up over 10% in the past week. a japanese company announces plans to take a controlling stake in the cell carrier. is it time to drop off this call, or is there another clear winner? cramer is dialing for dollars, just ahead.

does the market have you stumped? no fear. cramer is here. just e-mail him, mad money@cnbc.com. sprint could be done, at least for now. softbank, the huge gunslinging japanese tech company, that purchase sprint has suddenly become a pure earnings story, no longer a takeover play. it's both good and bad.

let's start with the bad. there is always a hope somewhere down the line that at some point sprint could catch a true takeover bid perhaps as a way to offload t-mobile, off the table. at the same time as the premium is being taken away you, have you a tender offer for sprint shares that keeps you from paying much more than where they are right now. when you tender your shares into the deal, you're going to get about 55% softbank is paying for its controlling stake. that's the ratio. it's a total cap. how about down the road, though? i think the reason why softbank didn't want to buy the entire company is because it wants sprint to do some buying of its own with its currency. at the same time i think softbank must think with the big-time capital infusion, sprint will have no worries about enlarging its footprint, which needs to expand dramatically. also doing a better job of incentivizing nextel customers. i don't know if this will make softbank number one in anything, which is the precise reason that softbank's ceo masayoshi san gave in his out-of-body press conference this morning.

his "i'm a man and i want to be number one" rap seemed odd to me, as did the whole show which felt a little like godzilla versus mothra to take over. who are the winners? the companies that will make sprint better, mainly the cellular tower stocks. the losers? at&t and verizon, who suddenly have two well capitalized opponents, not one. tmobile and sprint now owned by softbank. the unknown, how much higher clearwire, the subsidiary can go. what to do? first, i think you should stop chasing the tower stocks right here right now. they've had huge runs. for sprint, you wait until the tender offer is completed or ring the register right now. you absolutely ring the register on clearwire. of softbank's investment, there is no way contingent with doing business with clearwire. you are buying at&t and verizon which worked their way back somewhat. they aren't damaged goods, but then again they certainly aren't worth as much as they were before the deal was announced.

you might as well wait until you get a better deal on the income. again, though, no need to sell if you already own them. yes, it's a major transformational deal. yes, it gives sprint a new lifeline. but sprint the stock? it was a terrific run. but at least for now, that glorious run, it's over. stick with cramer. energy, economy, employment, hot button issues plaguing america. but the key to one state's prosperity. cnbc takes you to ohio where the energy boom explodes with jobs. manufacturing is in overdrive, manufacturing is in overdrive, and the battleground for votes is pivotal. jim's in the buckeye state where they're bucking the trend. it's a special edition of "mad money." invest in america. reports begin thursday in "squawk box" on cnbc. we're testing new degree, the only antiperspirant activated directly by movement.

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♪ got to take a moment out to congratulate vikram pandit and citi, really good quarter. i always like to say there is al