i like this company very much.or starters, monday, going to hear from anadarko after the cl growth story and totally stalled. natural gas done going down, kept hearing that chatter? anadarko said the things, the best place could be apache. why? that reports thursday a good opportunity to pick some up ahead, their product profile is very similar. also on monday, the sound system for some of apple's best products comes from a company called cirrus logic. while they can't talk about apple without the risk of losing that account, their forecast could give us the clue we need to figure out when apple is going to launch the iphone 5 that is the most important piece of the puzzle for this stalled tech stock i think about ready to take off. then masco. houses coming back this kitchen and bath might be ready to work. how powerful is the trend? whirlpool reported a horrible quarter this week, the stock a total champ. housing is the brightest spot in the investment universe and masc so a cheap stock if the news turns out to b

stk of facebook and other social media companies. but social media has also become the latest hook on which con artists can hang a scam. pre-i.p.o. speculation involves buying unregistered shares in a private company before the initial public offering of securities, and it can range from risky deals to outright frauds. fraudsters would have investors believe that virtually anyone can get in on pre-i.p.o. deals of small, little-known start- ups, as well as those of large, popular companies. in reality, unless you are an emoyeer an angelnvesr, you are unlikely to have access to pre-i.p.o. shares. and even legitimate pre-i.p.o. investments can be fraught with risk, including the fact that you can't be certain the company being touted will actually go public. so, while the idea of getting in the ground floor of a pre-i.p.o. company might seem enticing, investors should realize that pre-i.p.o. investing involves serious risk. i am gerri walsh. >> susie: tomorrow on nbr, investors get more clues on the thinking inside the federal reserve.

to ask eric about the company's success. >> one of the things we observed about why this company hasvived is there have been pieces that you can break off. if you own a bit of your supply chain and a relative interested in the vertical, you can break that piece off and keep the lineage going. we had those pieces over the years. >> at the age of 80, brian is last living member of the fourth generation. he has plans to pass the company on to his sons. beyond that, however, he says the legacy is not his concern. >> in your dreams, how many more generations keep this company? >> hey, once you're dead, okay? iç don't dream about what coul happen two generations from now. that's my son's problem. >>> earlier today at the new york times small business summit, i hosted a panel called "where's the money." we talked about how you find funding and what you say when you talk to somebody who has money and they are interested to give you. i have panelists of that. brian cohen. you have many people who see you. and brad harrison. also investing in early-stage companies. thanks for joining us. >> t

there have been a lot of companies and vc's, founders, that are focused on very few investments in companies but are in it for the long run. the time and invested it takes to build a clean tech company. the difference with clean tech, there might be large facilities required, investment to build your first plant, for instance. we are seeing a change in the landscape. one thing i want to add, too, for clean tech, there are organizations like the clean tech opened that foster innovation and identify and help on to produce with that system, present their idea, put together their business plan, attract the mentors and advisers to help them build their technology. the incubators are contributing to a maturing clean tech and biotech sector -- sector. >> just a short comment. we focus in this building, a research center, on technology. some of it is near term, some of it is very long term. i am glad to hear what we suggest said. i worry personally that we do not see as many long term investments as we used to. >> how do you define a long-term investment? >> good question. so, i think the question i

companies are up, companies are down, new companies form, other companies go out of business. it's really the free market and innovation and entrepreneurship at its best in our economy. >> host: walt moss berg, what's a piece of technology or an arc that's coming that you see that you're excited about? >> guest: well, you know, it's an overused term, but i think the cloud is an enormous thing. and what the cloud simply means is beginning to rely more on remote services, on servers somewhere out somewhere in the world that you get to through a relatively thin light device. i mean, this is -- there were -- may i touch this? >> host: yeah. >> guest: there were in the early '80s there were theories and papers written about having something thin and little like this that could nevertheless do all kinds of amazing things. part

tech companies are very frugal. part of it is the resentment that they are being taxed for creating jobs. i do not blame the tech community. that is why we're sitting here. >> i think the point is san francisco is small. a 7 mile by 7 miles city and if you could go anywhere around it and not have to pay taxes, that is your duty. you have investors to answer to. that is the point. you can go outside the border and not have it. it was clear was not an empty threat. another mentioned challenges for air travel in sf. please give us some international flights. china is the only place i can fly to directly. that is my plug for the morning. i want to thank our wonderful panel for getting up early. we work 10 hours which is usually working all night and sleeping in tel 10:00 a.m. give them a big hand of applause for being here. [applause] >> ok. let's give our panel another great round of applause. they were great. this is the beginning of the chamber's relationship with the tech community. i want to give special thanks to

the company the company had a category reshuffling.orry me is this is one more sign people are pulling back everywhere, including here. and remember high end here had been a bright spot. burberry's quarter makes a case, but it certainly isn't for burberry. it's for dollar general. it's for walmart. it's for ross stores. that's where people want to shop right now. it makes the case for target which is just joining forces with neiman marcus. if neiman were still a public company, i would want to short its half of the deal and buy target. so what do you not want to be in? well, ralph lauren is a company i like, but reported an amazing quarter last time around. it's done little except go down since then. got europe there. i think you have to avoid it. to me rl is the american analog to burberry that has become too risky for my taste. it makes me more cautious about pvh and vf corp. again, not because of actual weakness in the business, there is none that i see, but in collateral damage to burberry. the press release from levi strauss which

>> they are very important company and a fantastic company. >> rose: you don't want to offend them? you do not want to offend anybody. what, that's what happens when you get to middle anal. >> i have way too many conflicts. >> rose: it is true. >> yes. so like i said, it is too early to tell. >> rose: too early to tell? what will time tell us? >> we have microsoft has a whole bunch of products entering the market right now. >> rose: ah that may be able to -- >> but don't you see early on in a product, i mean, does a product simply enter the market and then later you say, oh it is going to be good. don't you know? >> you know the iphone got pardon my person, got criticized heavily i was going to use a more colorful term. >> rose: by i don't you. >> no all kind of people in the industry, they said to way of building a new cellphone, they are crazy a lot of people thought it was crazy, the first ipod said this is ridiculous. >> rose: reviewed by serious people. >> by people my the technology industry saying looked and overpowered mp-3 player, don't you know apple is in the process of g

this is tim cook's company now.nd he's got to make the tough decisions on what will grow this company. >> absolutely correct. you know, and tim is phenomenal. there isn't anyone i would rather have a supply chain. steve said it in his book, he's not necessarily a product guy. when you take a look at their device lineup they have given the other companies a tremendous amount of runway to go out there and samsung had insane earnings recently and probably the best time in their history from a hands studded handset perspective. all it takes is a few mistakes and hiccups, instead of making the device that's have now can better, creating a new device, might not be the right time. >> how much time do you think, david the street is going to give tim cook if indeed he continues to pursue, say,you know, a relationship with a social media company, et cetera? how long before the street weighs in on whether or not they like the direction he is taking the company or not? >> it is funny. up until now, apple earnings have beenpheno

i mean, i think, you know, you just take companies any of these companies, that are incredibly song companies, great management teams and there is a lot of innovation coming out of most of these companies, even the companies not doing well now, they are punching hard and trying to make things happen. so -- >> rose: i think as you have gotten older you have gotten less candid. >> we call it more polish. >> rose: i can remember you saying the most outrageous things when i first met you. i mean it was like anything you said i would say, you have got to get an andreessen take on this, so having said that, having put you up on that pedestal, what did microsoft lose? what have they not had as google and other companies? have gained traction and phenomenal success? missing the search, missing this and that. >> you know, there is a whole bunch of things, i think the government -- i think in retrospect, even microsoft would say the government prosecution had a big impact. >> rose: in what way? >> i was an intern at ibm in 19 mint and the u.s. department justice went after ibm 30 years earlier. >> rose

utility companies are growth companies when countries are growing.mend a bank stock but those are dicey. a utility is the way to go. joe in arizona, please. joe. >> caller: a big desert boo-yah to you. i'm a philadelphia born and bred guy living in tucson, arizona. >> lucky for you. you got out. we don't have any teams winning. what's up? >> caller: thanks for the second half of last year recommending to switch into good high quality stocks paying big dividends. i followed your advice. did well by me. felt better in this crazy time to make money. >> particularly when the market was down 19% in september and october. we didn't get hit much at all. go ahead. >> caller: great stocks. my question in calculating the p.e.g. ratio from "getting back to even" how do you calculate the growth rate? current year divided by prior year? >> yeah. future year estimates. i look at the step function last year, this year and next year. between this year and next year i care most about. frankly, just so you know i use the street estimates to calculate what the p.e.g. r

i think chevron is the best major oil company in the company right now. let's go to charlie in texas. charlie! >> caller: hello, mr. cramer. a big texas boo-yah to you. >> i'm going to send that right back to you. >> caller: i am employee of tyson foods. i put 10% of my income in their stock purchase then. they contribute another 25%. i can put it into something else, like cell gene or harley-davidson, but i'm wonder if i should after that downgrade. i'd like to know what would you do if you were the ceo of tyson foods. >> first of all, you're kind of doubling down. you already work there, you get a paycheck, i don't want you to put more money in that. i respect the fact you have 10%, that's not bad. but tyson is a company that's a commodity company and they are going to have to reline on the high price of corn, of the different crops, and i got to tell you, i think corn is not done going up. i think it goes higher. i got separate reports on my own. i say be careful. if i was tyson, it's the business you've chosen. there's not much you can do other than r

from the government so when they acquired that company becoming a place for companies to other smaller mobile companies who are saying we're overwhelmed with requests we don't know what to do let's outsource our now this is a company which has in many ways laid the foundation for the surveillance infrastructure in this country and really tell your article nobody has been talking about this i know you called it one of the most important companies that you've never heard of why is that. well i mean they do infrastructure and i think you know they they don't provide many consumer based businesses inside their giant business so i think that people pick up the phone you're not really thinking about. who's routing your call how did you get your number who's making it possible to have portable phone numbers and you're definitely not thinking about the surveillance possibilities. start doing anything wrong here are they breaking any laws you know there's no suggestion that they have i think that what the experts i talked to really wanted to know. more about how many requests they're getting an

i'm a satisfied company. we have plant and tree nurseries and can feel the resurgence in the housing market. phm, polte homes has performed well going from under 4.50 to 10.80 today. thanks for your ability to see the future and advise exceptional investments. can we hold on for the ride? >> yes, i think you can. i was doing work on pulte home and dh horton. i think they will do well. this is the part of the cycle that's powerful for them after the mortgage applications. you want to stay with them. go with the highest quality. as the cycle gets longer into its depth you stoop down the food chain to pulte and horton. i think we're there. i want you to stay with them. alex in new jersey, please. alex? >> boo-yah, jim. this is alex. i love stocks. i have been watching your show since i was 15. i'm 19 now. i love trading. i love it. i love your show. quick question for uh you. vmw. i'm in the i.t. field. i love it. i love cloud computing. buy, buy or sell, sell, sell? >> no, it was a good quarter. first of all, c

to what portfolio investments that company is going to make. >> especially if the company has a lot ofse are delegated frequently. >> at least in my experience, it would be unusual for somebody who is 100% owner of a company like that, and is still holding the positions of ceo, chairman of the board, not to pay attention to what kind of investments are being made by the company and not to monitor those investments. >> cal, what do you make of the revelations that "fortune" thinks they've come up with today? >> they make some good points. it's important to note as roberta pointed out, nobody is suggesting that mitt romney had his hands in the day-to-day operations of bain capital. he had his hands full out in utah running the olympics. but the fact of the matter is, the documents that we reported on this morning show that the buck sort of stops with mitt romney. he still had the titles and drew a paycheck as an executive and it's hard to wash your hands entirely. >> roberta, i worked at the financial times many times. i've never heard of an inactive director or ceo. but let's say there

the food companies, soda companies, and big tobacco. if you can smoke it, drink it, wash yourself with it or take it once each morning, it's not just the spring but it's the summer of hope. that's how johnson & johnson, despite turning itself into a recall factory can be such a standout performer and procter & gamble -- it's why merck, just the prospect, mind you of a new osteoporosis drug can jump $1.70 on a spot of good news! even within the sectors we have the tale of two cities playing out. a similar company based in india can crater .77. dunkin donuts has been a rock start. but the worst of times. there are whole area, wasteland, like the industrials where it is the season of darkness. the issue in the dark geography is the lack of demand. it's demand, people. it's despair about demand! suddenly all over the world the customers and potential customers aren't buying or have indicated a wariness that's hard to fathom that didn't even exist as recently as two months ago. where is it most pronounced? we see the slowdown in demand for o

you know, scott, this company is one thing or another. you say that things are stabilizing at yahoo. tell us why. >> we think so, susie. if you think of the last year, the company has had i think four ceos. it's really astounding. and actually haven't decided on a permanent ceo. the krntd acting ceo is ross levinson has been in the company two years. we think the company would be best suited to put him in that chair. we think he has brought a lot of the stability that you refer to to the company. he has a steady hand. he has experience, and he's well likeed and respected across the industry. in addition, they've done a number of content partnerships as of late, and announced that they're actually moving forward on selling part of a stake in the chinese internet conglomerate. >> susie: you know, since you brought up the subject of management and ross levinson. put up a graphic to remind everybody how many ceos they've had going back to terry simmel, and then the founder jerry wang who was in that spot for a little bit, and then carol barts

we have an electric utility, a beverage company, a drug company. alaska rocks.t diversification portfolio we've had in ages. he's a rhyming magician. let's go to scott in texas. scott? >> caller: jim, boo-yah, howdy from texas. >> howdy. what's up? >> caller: the humidity. jim -- >> not the heat? >> caller: i'd like to know if i'm well diversified given the present economic environment with the best. if not, what should i replace and what would you replace it with? here are you top five? are you ready? >> oh, yeah, born ready. >> caller: epd, s.o., bmy -- >> bristol-myers. >> caller: egs. >> b&g foods. all right. let me tgo to work. b&g, good yield, terrific yield. that's mr. winner, delivered consistently. at&t, another high yielding stock, telco, a southern company, they had a good dividend. bristol-myers one of the best yielding companies. electric utility, phone company, partnership, and a food. wow. hey, i take it back what i said about alaska. that's a darn good portfolio, too. no offense meant to the land of the rising sun. "mad money's" back after the br

it's a health care company. well priced. i like ceo. cnoc, which is the chinese oil company. i think they're going to try to stimulate these two areas to try to bring the economy back and i think the news that came out today was very good. it's going to pump the gas on. >> real quick, though, because people want to see china as a consumption story, the good news is that china consumption to gdp is about 43% whereas a xum years ago it was about 30%. in other words, people want to believe they are truly stimulating. do you believe this is actually happening? >> i do. i think that china is in retrenchment mode. they're trying to move away from being export-oriented economy to becoming a domestic economy. we saw a lot of hurdles and a lot of issues this year because of that transition. but you can see the chinese government really moving in that direction. >> rich, you're up. let's bring up the charts, guys. was the rally today here in the states echoed in some of the other markets, particularly the emerging markets? >> certainly. that was echoed not just here in the states, not

union pacific, wh an amazing company.bout cars as being a huge driver of rail traffic, enough to offset the decline in coal. csx said the same thing earlier. why don't we know this spaebl with the possibility they could build 14 million cars in 2012? this is obscure because gm and ford are so international. the international businesses are disasters. you can't see the strength through those markets. we don't want ford or gm to pull back from europe or latin america. that would be stupd. u.s. ford, 15 bucks by now. gm, just u.s., 25. what can i tell you? domestic security. second housing. how strong is it? even the most wildly consistent housing plays are working. witness whirlpool. remarkable. it's tough to recommend standard pacific after these runs. that doesn't mean you can't pounce at the right moment. listen, toll dropped from 28 to 23. pulte sold off. you have to -- yeah, that's right, pull the trigger. we have a developing housing shortage. i can't believe i have to say it. but it's true. these are the guys with th

you have to bet the reverse, why not own the company? >> all companies aren't the same. challenges. they have reserve growth and have to make them work. there are commodities strong. gold growth has had problems and production issues at two of the biggest mines. they have a growth profile going forward and great management team. >> thank you. final trades next. this is new york state. we built the first railway, the first trade route to the west, the greatest empires. then, some said, we lost our edge. well today, there's a new new york state. one that's working to attract businesses and create jobs. a place where innovation meets determination... and businesses lead the world. the new new york works for business. find out how it can work for yours at thenewny.com. one golden crown. come on frank how long have we known each other? go to e-trade. they got killer tools man. they'll help you nail a retirement plan that's fierce. two golden crowns. you realize the odds of winning are the same as being mauled by a polar bear and a regular bear in the same day? frank! oh wow,

how about speculative pharma, a clothing company, a gun company, a fertilizer company and a bank.>> hallelujah! >> perfect. that's diversification. "mad money" is back after the break. three...four cups? [dumbfounded] well, we... doesn't last long does it? listen. 5-hour energy lasts a whole lot of hours. so you can get a lot done without refills. it's packed with b-vitamins and nutrients to make it last. so don't just stand there holding your lattes, boys. make your move. we'll take the 5-hour energy. smart move. 5-hour energy. hours and hours of energy. [ grunting ] [ female announcer ] no worries! with aussie's simple, new hair solutions... [ whip cracking ] [ female announcer ] ...you're sure to find the perfect one for you. [ grunts ] [ female announcer ] add some roo to your do! dove knows women want to feel beautiful but need strength too. dove clinical protection is prescription strength wetness protection with 3x the care for skin. dove clinical protection. where beautiful women find strength. those spots are actually leftover food and detergent residue that can redeposit

well neustar is a massive telecommunications company the delaware based company was founded back in one thousand nine hundred eighty as part of lockheed martin one of the world's largest defense contractors now the company has grown to provide a wide range of services providing information for internet and and marketing industries now what alarm security experts is just how much information this company has about consumers anyone that uses the internet or cell phones that is new star has info on just about every cell phone in the country in its database they also manage telephone area codes and numbers and with this vast amount of data hundreds of companies turn to new star to handle law enforcement surveillance requests now since new star is in a wireless carrier they've been able to work under the radar their role is to provide this invisible networks store and streamline communications information and let's take a look now at how this network operates so you set out to get a cell phone you had on over to a wireless carrier team mobile risin wireless cricket whatever it is that you de

a lot of companies didn't make it this year. in all, more than 12 million customers are expected to get rebates, totaling more than $1 billion nationwide. the rebate amounts vary greatly, but they are expected to average around $150 per household. >> insurance companies are clearly making consumers pay too much for health care, and the rebates are long overdue. >> reporter: consumer advocates say the payouts are great, but the rule might not be effective. it could actually encourage companies to spend more on health care to avoid cutting other costs. and the insurance industry says the rule just misses the point. >> this provision places an arbitrary cap on what health plans can spend on so-called administrative costs. so it's completely ignoring the real driver of rising health insurance premiums. >> reporter: whether or not the rebates affect the cost of health care in the long run, they may need to show up on tax returns. >> last year, you got a tax breafor paying insurance premiums. this year, the insurance company is giving

and he's making plans to pass the company on to his sons. beyond that, however, he says the legacy is not his concern. in your dreams, how many more generations keep this company? >> hey, once you're dead, okay? i don't dream about what could happen two generations from now. that's my son's problem. >>> earlier today at the "new york times" small business summit i hosted a panel called where's the money. where we talk about how you find funding and what you say when you're talking to someone who has money that they might be interested in giving you. i now have joining me here two of the people who were panelists of that. brian cohen is the chairman of new york angels, you've seen many, many entrepreneurs who have ideas to pitch to you. and brad harrison is the founder of bhb 33. thanks for joining us. we talked to a lot of people who were in different stages of their companies. some looking for start-ups, some a little bit more mature. what is something -- when somebody comes to you and asks for money, what's the one thing you always look fo

but europe companies and china companies are having big problems. so i really say focus on companies that sell toto the u >> do youu t think at some poine switch back to worrying about the fiscal realities we face in this country? and there will be a resolution of any kind before the elections? or are we waiting until after the election to deal with the fiscal cliff, to deal with the issues? >> it is an enormous frustration, because we know they hear everybody. but the way washington works is they probably won't do anything until after the election. so they are struggling, maybe everybody is over-emphasizing the risk of the election -- it only expires if you let it happen, do nothing the entire 2013 fiscal year, which i think is a very low probability. >> yes, but what about ben bernanke, the chairman of the federal reserve testifying before congress this week, offering a downview of the economy again. the sentiment has weakened, we could see things worsen, but no real significant action that they promised. although, do you think we'll see qe 3 or s

now we're looking at companies, including smaller innovative companies, looking at shared space and how to complement our environmental goals here with new economies that are merging out. i think that is challenging the way our tax structure has been and the way we look at certain industries, but inviting a collaborative spirit of new ideas that would create literally new jobs and new economies. it is exciting. when you allow collaborative approaches to be focused on. >> i promised the last word on the panel. >> great. the one thing i will add to that is that, speaking to michael's point earlier, one thing you have here, a lot of people who have done it, that started companies. they succeeded, failed, succeeded. they had invested. they have done all of the things that we at start-ups are trying to do and are navigating through. having both those that are being educated coming up with the bright ideas and the desire to start something new in those who have done it, it creates a great a the system. >> now a round of applause for our panel. [applause] >> panelists, what an outstanding disc

now we're looking at companies, including smaller innovative companies, looking at shared space and how to complement our environmental goals here with new economies that are merging out. i think that is challenging the way our tax structure has been and the way we look at certain industries, but

see, the company relied on outsourcing by american companies to fuel its business.t global tech's ceo said back in 1998. although it appears that customers such as sunbeam are not outsourcing their manufacturing as quickly as we had anticipated, we still believe that the long-term trend toward outsourcing will continue. the company's success relied on american companies' desire to outsource, and mitt romney, well, he was happy to invest his money. bear in mind, this is just a small part of mitt romney's outsourcing and offshoring problem. romney says he will create american jobs. >> if i'm president, job one for me will be creating jobs. let me say that again. my agenda is not to put in place a series of policies that get me a lot of attention and applause. my policy will be, number one, create jobs for the american people. i do not have a hidden agenda. >> but that's now he did it in the private sector. senator, good to have you with us tonight. >> good to be here. >> mitt romney's years as a businessman were no stranger to outsourcing. i mean, is this going to be

some of those start-ups are the star companies. over 80% of their employees work and live in san francisco. that is not the case for a lot of other companies we know the names of, and we need to address those issues. we are working to adjust this. if you could sum up the goal, what affect you? in a couple of years, is there a way we track whether this has been successful or not in real metrics? >> the tech community got involved in ed lee's campaign. he kept twitter in san francisco. when we looked at his opponent, that was even scarier. we got badly elected. i do not know if everyone saw the mc hammer and brian wilson video. a lot of people came out for adlai. two days after the election i was not allowed to communicate with the mayor because of the committee we had it up but i had dinner with at least after the election. we talked about, wait a minute, how do we keep the momentum with the tech community? i said, it was at that dinner we said, let's start an organization that all the tech companies joined and rally around making s

cat is a glass half full company.t acknowledged weakness, but caterpillar said china -- and this is the first company i have heard say this. china could actually react positively to the stimulus that the government is injecting. the united states may be actually seeing a real turn in housing. more important is what cat didn't say, but i will say. listen, you negative nancys and gloom artists, look how much money we made in this awful moment. then start thinking about what happens if things get better. talk about a line of logic no one is using. what could be behind the guide up? first we know cat does best when oil is about $90. not all the way up there. 90, where it is now. that's when major projects that need earth movers get started. secondly, some places like in the u.s. we have an oil and gas boom, a new highway construction bill. we could get serious momentum in the second half. finally caterpillar is based out of peoria, illinois. they don't know how to do it. let me be a booster. cat is the best of breed compa

company's got the great product.is the stock you buy after the hoopla over what happens in germany and what happens in europe dies down. that's why i like covidien. stick wit. stay with cramer. >> announcer: coming up, omg not. don't believe the hype today. has this social gaming play cratered? and cramer found a stock that flew in the opposite direction. tonight he's deciding if it could dial up even more returns. [ female announcer ] looking for the right fit? [ grunting ] [ female announcer ] no worries! with aussie's simple, new hair solutions... [ whip cracking ] [ female announcer ] ...you're sure to find the perfect one for you. [ grunts ] [ female announcer ] add some roo to your do! have given way to sleeping. where sleepless nights yield to restful sleep. and lunesta can help you get there, like it has for so many people before. when taking lunesta, don't drive or operate machinery until you feel fully awake. walking, eating, driving, or engaging in other activities while asleep, without remembering it the