we have ryan i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts. they're nuts. they know nothing. >> i always like to say there's 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. my job right here right now is to entertain and teach. call me at 1-800-743-cnbc. at any given time, there is one particular stock i key on to get the lay of the market's land. s&p is up. nasdaq rising .21%. for the moment, i've got my eye on a stock that's pretty much calling the tune of the entire market.

it's a shocker. first, let me explain how i use my keys to the market to explain what will happen next. each day there are one-off stocks that are highly influential to that session's action. toll brothers, the high end home builder, reported at 5:00 a.m. this morning. it was such a cornucopia of orders, bookings, gross margin and up beat commentary i knew the housing market is alive and well. [ applause ] we got fantastic stuff from williams-sonoma, a high end housing retail play. cemented the bullish nexus that's been driving positive domestic stock action lately. of course i focus on dell. [ sell, sell, sell ] for the day because the quarter of the company reported last night was so darned horrendous. [ house of pain ] it reminded me to tell you to take profits from stocks

including techs. dell is a misdirection play a la the fantasy football draft i have coming up later on the show. that's because dell is losing share to lenovo and apple through the ipad innovations. of course i have to watch out. of course. matters every day. intraday reversal can pull the tune into the close. apple is the ultimate trading vehicle. something i don't like to see because it is emotional from the chart followers. today they love it. yesterday they hated it. i follow amazon and google because they have what all tech outfits want including facebook for mobile, social and cloud. they can't impact the market for more than a few hours unless they just reported. i call them ephemeral bellwethers.

i am adamant as i was this morning that everyone is paying too much attention to what i regard as an irrelevant fed. in the fed minutes they don't mean much at all. i have good insight that the rally in the dow jones was bogus when the minutes were released. they would have told you not to bite on the machine gun buying. the market is right where it was before the minutes came out. and then rallied again. why? because of apple. many want to say the market is about qe-3 in terms of the to be or not to be soliloquy. total side show. don't bank on this. those who make a big deal don't know the stock landscape. maybe other stock landscapes. but it's a great parlor game and makes you sound really smart. i'm all about helping you make money. believe me when i say the market isn't marching to the fed's tune. you know i also passionately

have been watching the gld, the etf for gold. most of you aren't running hedge funds and this is about helping the home gamers not the professional money managers who are already wealthy. if you are a regular investor nailing the day isn't important. you want to nail the major trend by watching a stock that will tell you what will happen. not that day. even the next day or the day after. but something that gives you the sense of what could happen over an investable period of time. i don't want to cater to the traders. to do that you have to follow a stock whose name i have endlessly made fun of. even though it is not funny. i'm talking about banco santander, the huge spanish bank. this stock is bigger than the day. banco santander is about as big as the epoch. and the july 24 bottom

telegraphed the bottom for the european and u.s. stock markets. for everything from deutsche bank and jp morgan and apple itself. why is san so important as a tell? why does the stock have tremendous mind share at least in my head? spain now is the ultimate worldwide battleground. [ machine gun fire ] as spain goes, so goes the world. spain is a very large economy with a very big bond market. it's right on the bubble. greece, it's not an asterisk but the market is prepped for default. spain though, oh, boy. it will most likely collapse italy with the third biggest bond market on earth. we have big banks in this country. wells fargo controls one of every three mortgages but our banks can't take us down anymore. people think they can but they can't. they raised a lot of capital. it's nothing compared to spain where the bad loans are

horrendous. no bank is bigger than banco santander. as nutty as it sounds, it might be the most dominant financial in the world today. it owns real estate and sovereign bonds it probably doesn't want. in other words it's basically lehman brothers but it's ten times over because the failure would send dominoes falling that may very well be catastrophic for europe. we'll get through. it cannot fail. ever since they bottomed and began to rally in late july it's been taking stock markets around the world along for the ride. it's been acting like a bull that smashed through every bearish matador from $4.89 straight to nearly 7 bucks. some of that is because the stock has reached latin american countries. some of it is because they have

been able to raise money in the bond market. highly unusual for a european bank. picked up $2.5 billion in relatively inexpensive capital yesterday. mostly they have rallied because it's a proxy for whether the germans will help save spain. you'd think germany would be eager to extend a helping hand. if the germans are cooperating with the faltering nations of europe, we will avoid a lehman-like failure and santander will head to $10. if they don't cooperate, we don't want to know what will happen. suffice it to say 100% of the latest rally in the s&p came because germany changed its mind becoming europe's savior rather than its scourge and the stock telegraphed the rally and any german backsliding. it is the one you must follow. here's the bottom line, you want a feel for the big picture for

what impacts every stock you follow, stop focusing on american stocks. they aren't telling you. put san in a prominent place because banco santander is the key to the next 10% the market may give or take away. bill in colorado. bill. >> caller: i was calling about that multi billion dollar temporary staffing niche which is always the first to get hit in a downturn and the first to come up in a growing economy. with the current mush how do we play this niche in companies like manpower? >> this has become a dice roll. i can't play it. i have been urging people to do paychex with the terrific yield which will pay you to wait for a turn. mark in washington. mark? >> caller: boo-yah, jim, from seattle, washington area. i want to know shw, sherwin-williams. they have been on an incredible run in the last eight to nine months.

over 50% increase in their stock. where do you foresee it going? >> that stock is integral to the big housing bull market. it would not be -- i wish they would split it so more retail could get in it. it wouldn't shock me to see that stock run another 20 points. to get a 10% move here even because they are just doing so well and the raw costs are coming down, too. dave in maryland, please. dave. >> hello, jim. a big boo-yah from the eastern shore of maryland. >> on the shores of the chesapeake bay. i have a ravens boo-yah. >> caller: i have been following shares of bpl not to be confused with bhp. i have been looking to buy it on a pull back at $55 at which point out would yield 4%. if the stock falls below that level scale in as the dividend yield rises in half point increments.

my question is with the latest earnings announcement and the decision about bhp earlier today to hold off on the expansion of the olympic dam project could bbl hit $55 per share? >> no. it won't. there was a lot of political to that. i was talking to my friend in accounting. he nailed this. this is about the carbon tax. they are scrapping the projects, they are going right to the australian government saying, listen, your carbon tax is destroying our ability to be competitive. the stock didn't go down. it's about politics. don't just buck the trend. nail the trend. grab your passports and look across the pond to understand what's really going on. santander is your amigo for the big picture. >> announcer: coming up, take a whiff? international flavors & fragrances had the sweet smell of success, spiking 10% after reporting. are there more gains to savor? cramer talks to the ceo for a

taste of what's to come. and later, ready for some football? we are down to the final selections in cramer's fantasy stock portfolio. you sounded off on twitter. find out if your picks made the cut and see which stocks are taking the field just ahead. all coming up on "mad money." ♪ >> announcer: 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. it's time to change the way we clean. it's time to free ourselves from the smell

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when you have a lot of competitors vying for customers in the same space, business tends to look a lot like warfare. just like in the real world when companies go to war you take down the arms dealers. that's why i want to talk about international flavors & fragrances, iff, which i think of as a global arms dealer, supplying food and beverage firms with new tastes they need to stay competitive. it develops scents for personal care and home care companies to

differentiate products. this stuff is used in everything from deodorant to fabric softener. there is more pressure on companies to go to iff for help. iff is a key behind the scene names for everything, fueling innovation at procter & gamble, many other players. coming up with flavors that allow food and beverage companies to reduce salt and sugar content of the products without changing the taste. iff reported on august 8. the company knocked it out of the park. delivered a 5 cent earnings beat. revenues came in light, i didn't care. you have currency over there. rose .8 year over year. the flavors biz rose. and the stock shot up almost 10% in a day. it is barely more than 2 points from the day. you have more room to run but let's take a closer look with the chairman and ceo of international flavors & fragrances to get a sense of where it is running. welcome back to "mad money." >> delighted to be here.

>> because i want everyone to know about the stock which is the second stock i used at goldman sachs, had everybody in it because it is a great international growth name. you just launched a fragrance la vie est belle by lancome. if you walked the viewers through what you did for this which julia roberts is the spokesperson people can help understand your company. >> that's a great question. i think the progress we have had with lancome is indicative of virtually all the progress and successes we have whether in fragrances, in food products. it really starts with understanding the brand equity of our customers, what they are trying to achieve, working collaboratively with them in terms of their marketing people and the things they are trying to achieve. we then pass it off to both our perfumer group who work with the customer to identify the

ingredients in the magical scent. we have had success with lancome and many others. a function of a number of factors working in many cylinders in the company right now. >> you have been around forever, a hundred years. you have a great history. people forget that world trade really started because of spice. that's what started it. 1400, we were looking for spice. talk about the history of your company as innovating because -- and now you are going and taking spice to other countries. i cannot believe in the time since i have seen you last how many new laboratories you have opened and where you opened them. >> again, jim, we are international in our name and an international company with operations in over a hundred -- selling more than a hundred countries. we do have innovative labs in many new markets. as you pointed out in the last couple of years we have been even more expansive. the thing we realized in our innovation is in many ways it

needs to be local. we need to really understand the customers, consumers, flavors are extremely local. as a function of that we need to be global in our research and development in order to satisfy customer needs and we are going with those customers in many of the world's emerging markets. we've gone way beyond 1400. we continue to penetrate emerging markets. >> of the companies i follow you have the most percentage of the business of emerging markets. >> we do 48% of business in the emerging markets and we think that's a leadership position, yes. >> okay. one of the things people are excited about is you are very sensitive to partners so i know you regard clients as partners. you have not kept pace with commodity inflation. you want to keep them happy but you have had a break in the commodities that go into flavors and fragrances. it's starting to go your way gross margin-wise. >> we have had a good gross margin improvement in the most recent improvement. we were up 210 basis points.

it was really a function of many factors. we did have pricing to recover some of the commodities. it's important to note we recognize the importance of pricing to our customers. it's a fragile economic environment. so in the pricing we have taken we have not in fact recovered all the costs on commodities but what we have done to offset the impact is through new wins, we've taken significant benefits in manufacturing leverage and most importantly over the last couple of years we have decided what businesses do we want to be in and what don't we want to be in and some of those businesses with low margins where we couldn't achieve the return on capital we wanted, we discontinued those businesses and hence there's been a nice uptick in our margin. it's really not a function of pricing though we are pleased now that commodity inputs, the level of increase is now slowing. >> when we see on a box -- a

food box that you've got same great taste, less salt. same great taste, less fat. that's most likely your company finding a way to mimic the taste without the bad. >> you are correct. scientists we have work to develop new molecules that do just as you have said. same great taste, less salt, less fat, less sugar and the overall benefit to the consumer in health and wellness is significant and the customers appreciate it and so do consumers. >> some of the companies you're involved with are in a dogfight and they have to cut back and western europe they are cutting back. some people think, fragrance is not a necessity. from the numbers it looks like the tough competitors have to spend more with iff. >> a couple of points here. we only represent a couple of points, maybe two to four in the

overall cost structure. making a significant cutback isn't going to benefit them. as a function of some of the new wins we have, our business is performing well in europe now despite some of the well documented economic troubles. >> i have to tell you, you did a fabulous job for shareholders. great quarter. thank you so much for coming on. i have known the stock well 27 years. it is terrific. you're starting to get some real breakout numbers here. iff is terrific. after the break i'll try to make you more money. >> announcer: coming up, ready for some football? we're down to the final selections in cramer's fantasy stock portfolio.

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with the nfl preseason winding down, the first real game barely two weeks away we

have been doing something different, having our own "mad money" fantasy stock football draft. the reason, building a great portfolio isn't all that different from putting together a great fantasy football team. because i'm hoping the sports analogy will draw more people in because our fantasy draft is this evening. we drafted honeywell, 3m, disney, google and cisco. tonight we fill out the rest of the team, starting with the single most important player on the field but unless you're picking aaron rodgers definitely not the first draft. vick is a lefty. the answer is the quarterback! i want to thank everyone who hit me up @jimcramer #fantasystockportfolio for qb selections. by the way, you should keep an eye on the twicker on the bottom of the screen. you heavily influenced my quarterback picks. when i first had this idea i

thought it was obvious the quarterback would have to be apple. a stock that leads the market like the qb leads the football team. the more i thought the more i realized apple was the wrong kind of quarterback for the draft. the stock is nearly 13-point run today, made me squeamish about it. i'm not backing away from apple. it's one of the greatest companies of all time. charitable trust owns it. not trading, but owning. we need different things from different players. we don't want to overpay on the short run. apple is a razzle-dazzle quarterback like michael vick. clearly the fastest, most aggressive player in the group. just like vick, apple is running all over the field. there is a good chance it could be injured which would lead to a quick plunge to lower levels. i don't think apple will be sidelined by a rib injury. it could definitely drop 50 points in a heartbeat.

that's not something i want in my portfolio right now. even though i know it can go up. i think you can get a better entry point if you wait for a pull back. just like vick, you don't want to draft it up top. no. what we really want is the steady as she goes player. something that sits in the pocket, not just out there running, scrambling and barrelling into linebackers like hit me. no, no! we want a stock quarterback that's more like eli manning than michael vick. when you pick a qb you need someone who can play hurt and who's not prone to getting hot and cold. that's why i'm drafting eli manning of stocks. i'm drafting bristol-myers.

the twicker was filled with bristol-myers. it has a terrific track record developing new drugs and it's already fallen off the patent cliff already. the biggest drug plavix, which was responsible for a third of the company sales went generic. now it's in the past and bristol-myers is paying you to wait for the next generation of blockbusters i feel confident. there is another reason we are picking them and it's opportunistic. you are getting a fabulous entry point in the stock. just the opposite of apple. while the overall market ran a goodly amount bristol-myers pulled back more than 10% or had $5 billion shaved off its market capitalization. the reason? bristol-myers has a hepatitis c drug that's experienced an adverse event in clinical trials. patient taking the drug developed heart failure. we don't know whether or not it

has a link with the drug but it has to be taken seriously. it is a set-back. is it a $5 billion set-back? no way. bristol-myers paid just $2.5 billion to acquire inhibitex. that makes this latest sell-off unnecessary roughness. i'm throwing the flag even, though these refs are a joke, i'm throwing the flag telling you bristol-myers will come back from this ridiculous sell-off. i think it comes back with a vengeance. when it does you want this stock quarterbacking your portfolio. next, we need a tight end. it's the 47th super bowl and the eagles will be in it. next, we need a tight end. the most flexible position on the field. a player can block and catch passes. strong, fast, with the guts to take on a defensive lineman who wants to sack the quarterback. i'm drafting dupont. reminds me of rob gronkowski of the pats.

gives you protection of the yield. the company gives you upside courtesy of the transformation away from commodity concerns and themes like agriculture and safety. while the company's evolution means the stock has a lot of room to run. by the way, monsanto is hernandez. now that we have offense covered it's time to think defense. for that i'm picking at&t. you know i like this company with the 4.8% yield for ages especially now that wireline is stabilizing and margins are rising thanks to the price increases they put through. again, that is totally opportunistic pick. i like the round we are getting. the longest streak in years. we need to take advantage and draft at&t. we would have drafted apple if it had just gone down a bit. we like a bargain. you rarely get a bargain on a

stock like at&t. finally, kicker. pick them last. my draft pick is nike. not just because they make footwear you kick in or they are the official sponsor of nfl merchandise, making the uniforms for all 32 teams in the league. hmm. little old. no. i'm making nike the kicker because it is a fantastic global brand. the last time the company reported in june, oh, geez. it missed estimates by a mile. $1.17 a share when analysts expected $1.37. hideous! in response, the stock was crushed. view that miss as the equivalent of a bad kick. not scott norwood, by the way. kickers need short memories. when you have a high quality kicker on the team you send him right back out there after that kind of miss. david akers. the problems nike had are either baked in or are being fixed. normally it goes through the roof for the summer olympics.

not so hot but the season will be terrific, which is why i'm drafting the stock. bottom line, to round out your fantasy stock portfolio you need a consistent quarterback like bristol-myers. a tight end like dupont. defense, think at&t and a kicker, i'm picking nike. jacquelyn in my home state of pennsylvania. >> caller: hey, jim. >> what's up? >> caller: i'm a regular viewer of your show. i just love it. i love your personality. you have such charisma. it's really fun. >> what was the last part? >> caller: it's really fun. >> i meant the charisma part. that's all right. >> caller: i'll say it again. you have such charisma and personality. i love it. >> thank you! i guess we have to talk stocks, too. >> caller: okay. my question is starbucks. with their new square partners and this aggressive growth plan they have, and i know they're down for 10% for the last three months.

would you suggest a hold, buy more or sell? >> i'm a believer. it's a long term situation. when howard schultz ceo came in and turned them around, starbucks has to turn around europe. he can't turn around in a day. i bank with howard. i like the call. ellen in maryland. >> caller: cramer! >> yo, yo. >> caller: every one of my stocks is a cramer fave. >> then you have a field of dreams. >> caller: i was in a cramer fave called home depot and they made an announcement, we now accept paypal. so i want to buy ebay since they are also in a relationship with discover card. do i wait? wait for a pullback or go in right now? i need help. >> you've got horse sense! my charitable trust owns ebay. we were selling it and bingo this lightning bolt came. man, put a kick me sign on it that that's how good ebay is.

buyer of ebay right here. it will work. this discover deal is as big as anything i have seen. cheryl in florida. cheryl! >> caller: is this cramer? hi! it's cheryl in palm beach gardens. >> how you doing? >> caller: great. how are you? >> real good, man. feeling strong. >> caller: that's fantastic. when are you coming to palm beach gardens? >> excuse me? >> caller: when are you coming to palm beach gardens? >> i can fly down there. i'll be in the south this weekend. i'll come by. >> caller: definitely. i love your show. thanks for the education and the humor. you are funny! >> thank you. >> caller: i love my dollar tree. i love shopping there. is it a good domestic play after their stock split? >> i wasn't thrilled with the quarter. i was at dollar tree last weekend and you're right. the one in south philly is great and the one at the shore is terrific.

it's a winner. stay long. don't trade. just own it. it's terrific. this is a really tough call, everybody. this is rounding out my "mad money" fantasy stock portfolio for the skee-daddies. my quarterback isn't apple. i'm sorry. it's bristol-myers! the tight end is dupont. defense is at&t. my kicker is nike and i'm drafting first tonight. stay with cramer! >> announcer: coming up, the clock is ticking. call cramer at 1-800-743-cnbc to find out how to fire away at cramer on the lightning round. can he withstand your thunderous onslaught of stocks? later, how do your stocks stack up in a mystifying market? cramer makes sure your portfolio makes the grade on "am i diversified"? all coming up on "mad money." [ male announcer ] research suggests the health of our cells plays a key role

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[ bell ringing ] >> it is time. it is time for the lightning round on cramer's "mad money." you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? time for the lightning round on cramer's "mad money." jeff in missouri. jeff. >> caller: hi, jim. fil. >> this is a very hot stock.

people feel dell has to buy them because of flash storage. that's one of the reasons emc made a successful acquisition. i think it's doing well. john in illinois. john. >> caller: hey, cramer. a great big thank you boo-yah for all you do for us every day. >> you're quite welcome boo-yah. >> caller: the stock is nova gold, ng. hoping it doesn't stand for not good. >> i have beaten myself up on it endlessly. we are having a gld and gold miner rally. i hope it goes up so maybe people can take the loss because there is a lot of things that could be happening longer term, but not shorter term in nova gold that are good. patsy in tennessee, please. >> caller: hi, jim. >> hi, patsy. >> caller: thanks for letting me call you. i need your help. permian basin. >> it got hammered today. >> caller: should i sell it? >> no, no, no.

you're fine. you get the cash distribution. oil will go higher. i think you're fine. tom in illinois. tom. >> caller: hi, jim. boo-yah from east central illinois. >> nice. >> caller: calling about walmart. >> i like walmart. everybody's kind of bummed. it went to where i expected it to go. buy 50% of the position now. if it goes below $70 you can buy more. houston in california. >> caller: i'd like to know about dreamworks, dwa. >> no, not a fan. not great numbers. hasn't been a good winner. it's a loser. you should sell. you want to argue with me, be my guest. let's go to pat in illinois. >> caller: boo-yah, jim cramer. first time caller. thanks for helping me when nobody else would. i have a speculative star scientific industries. stsi. >> this is that smokeless tobacco. i'm glad you called it

speculative. i have not been a fan. [ sell, sell, sell ] altria is making money all the time. philip morris pm is back. getting interesting. nick in florida, please. >> caller: hey, jim. what do you think about crown holdings? >> the old crown cork and seal has long been one of my favorites. it's a terrific company. i like the packaging plays including international paper. i also like bms which stands for buy my stocks and also bemus. claire in california. >> caller: hello. this is claire from california. first time caller. >> excellent. >> caller: i'm fine. looking for your opinion about pfizer. >> pfizer is a buy here. they have a good yield. they are doing a lot right things. it's not going to blow away the numbers. they can go up over time. you know what? rome wasn't built in a day. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning

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this market has taken us on quite a wild ride these past few months. maybe years is more like it. as we hit a critical juncture bumping up against the four-year ceiling it's more important to make sure you have high quality names and you can ride it up or down, survive any hiccup. that's why we play am i diversified. this is where you call me, tweet me and tell me your top five holdings. i tell you if the portfolio is diversified enough or you need to mix it up a little. let's start with a tweet from shadowcub67.

he writes #madmoney, #amidiversified, roundies, ellington financial, garmin american campus communities and gold. style and sector diversified. let's get to work. [ buzzer ] all right. roundy's keeps coming back. that's a tough one. we're going for yield. let's start out with ellington financial limited liability company. so that's a great -- these are all great yield plays the more i look at them. mortgage-related similar to agc. american campus is a terrific real estate investment trust. we talked about buying it on squawk box. gold, gld, breakout happening. garmin does the global

positioning. i have one on the boston whaler. supermarket, mortgage reit. campus reit, gold and a technology company. i say ♪ hallelujah well played to our twitter friend. john in maine. john. >> caller: speaking. jim! >> yes? >> caller: thank you for the guidance you have given me over the years. >> you're quite welcome. >> caller: i would like to say hello to my mom back on eastern long island. >> hey, ma! >> caller: okay. my tickers are aapl, apple. cvx, chevron, lmt, lockheed, mcd, mcdonald's, and jnj, johnson & johnson and kmp, kindermorgan partnership. >> that's a lot of names there. >> caller: i would like to see if they're suitable.

>> you have a lot of names there. j & j is missing from that. actionalertsplus apple, technology. chevron, big oil, aerospace. hmm. let's call kinder morgan a pipeline reit. pharma, restaurant, tech, oil, defense and pipeline, mlp. hey, you know what? i'll bless it. we ought to go to greg in michigan. greg? >> caller: hey, cramer! this is greg from davison, michigan. i'd like to send you a boo-yah. >> i'm taking it from there. thank you. >> caller: i would like to know if i'm diversified. first time caller. >> okay. >> caller: i have vale, annaly capital, nly, conoco phillips, cop, ely and at&t. am i diversified? >> i also like the yield component of this portfolio. annaly, mortgage reit.

vale -- it sounds like vail, but it's "va-lay." brazilian. stephanie link loves it. at&t, telco, lilly, pharma. they have great yields. oil, pharma, telco, mineral and reit. i have a great yield. i say ♪ hallelujah brendan in ohio, please. >> caller: boo-yah from the buckeye state and a shout out to everyone from kjh. i'm a 13-year-old investor. first of all, i'm reading your book. great job on it. >> thank you. >> caller: i will give the phone to my dad because i can't legally can't say them. >> i like your orientation. thank you. bengals and browns, i'm sorry. not drafting any of it. but the reds beat us last night so what do i have to lose? >> the reds are great. >> they are great.

>> caller: petsmart. >> ooh, yeah. >> caller: bank of america, whole foods, a biomed from you and unfortunately but hopefully in the long run facebook. >> ooh. okay. [ buzzer ] >> you know what? you never know with facebook. i'm struggling to come up with something to say. you never know. facebook is a cocktail party. whole foods is a supermarket chain. pet smart, retailer, bank of america a bank. we have a great retailer, food supermarket, health care company. we have a cocktail party that goes online that's also an online company. i like to call it a cocktail party. that's going to be diversified and that's the end for today of am i diversified. we know a place where tossing and turning

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where is the outrage about this? how much money do they have to lose here? everybody has an excuse for the behavior i have seen in the last year. it's just outrageous. i can't believe anybody wonders why the individual investor doesn't run. my rant about facebook from the monster selling. i'm most gratified. the sale was legal but it stuck in my craw because it was at odds with the way facebook's management talked up the long term value of the enterprise. if it's worth much more than it's selling for, the big sale seems counterintuitive to me. we have every right to be angry

about the decision to sell for someone playing with the house's money. it's a reminder that in the annals on the web facebook seems like it's really not a company as much as a cocktail party site where you chatter away. you put your pictures up. not where you purchase things. google with the superior search, amazon, apple with itunes. you don't buy stuff at a cocktail party. i understand why peter thiel felt like dumping shares, especially with mobile seeming like a flop. now i'm giving my sincere thanks for telling the truth about facebook with sales. doesn't really have a mobile strategy. the whole world is going mobile. let's call it a black mark in a long line of black marks while regular joes are stuck listening to management, believing in management. then getting totally hosed when management is, well, off the mark. however, i don't want to bury the deals. i need to praise those who do the right thing, who deliver for

you. that's why i want to praise the ceo of sunrise senior living who came on this show a year ago when the stock was at $6 and told us the term was at hand. i had been skeptical. here on the show of the stock at that time. i thought seniors were having trouble selling their homes. they couldn't move into sunrise as easily as they used to. mark assured me and hopefully you that sunrise is doing just fine on sales and more importantly on fixing the balance sheet. something they are an expert on. i know mark from the days he helped recruit me from goldman sachs. he's a serial entrepreneur and turnaround artist with a long track record of delivering. we have to deliver this time around. with sunrise senior living catching a beautiful bid from a terrific outlet for $14.50. that's more than a double. there are still many good things happening to stock owners though facebook leaves a loathsome taste in our mouths.

congratulations to mark and the investors who believed in him and caught a double by owning sunrise senior living. condolences to the facebook investors who believed in the rapid migration from desktop to mobile. my advice? let some go. thank you, peter. much more sincerely, thank you, mark. stick with cramer. why should golfers take 5-hour energy? playing golf all day can make you tired. i've been taking the product for about a year. and, after taking 5-hour energy, i feel more energized. i have more energy. you know, i'm not tired anymore after taking it. i was skeptical but i decided one day i'd try it. 5-hour energy works fast. i have the energy to get through a meeting, to get through a workout. it keeps me alert for a long period of time, and keeps me going. on or off the course, play with energy, 5-hour energy. [ wife ] a beached whale! lawn clippings! a mattress. a sausage link. mermaid.

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the big teams just keep waiting for you. there is an unbelievably great number. what did i say about the health care food trend like iff? hane up big after hours. what did i say about the commoditization of computers versus apple? hewlett-packard, bingo. another disappointment. hp is the ultimate value play. let the others call a bottom. i i'm not smart enough to do it. it's like dell. i want nothing to do with it. why? the ipad trumps all.