regeneron had head-to-head competition that they won. expanded use of the multiple don't forget biogen the alzheimer's product which i think will take the world by storm. the big four copming on strong. >> bob pisani, see what's move on the floor. >> mixed morning. mixed morning in europe. flash pmi data either side of positive or negative. france better than expected. take a look at europe. again, still not a lot of big movements. i'm sure you saw the greek finance minister on the air, seems confident they'll get a section-month extension. i agree with jim, the deal is muddled through, debt extented into infinity but it's not removed or erased. no haircut. austerity relaxed and everybody makes a deal. alternative, we do not know how much contagion there might be to the eurozone as a whole and the european banking system if greek defaults or leaves the euro. jim's right will b. that. china's closed for new year. u.s., low volume low volatility sideways all week. look what the u.s. markets have done. russell's up fractionally, s&p flat, d

then the ceo of regeneron will join us on set.the company's drugs performing better than competitors in a key test. stick around. we'll be right back. anything? no. you? no. aflac! what are you guys looking for? claims! legend has it these hills are full of 'em. it can take months for an insurance claim to surface. claimin' takes patience. aflac paid my claim in one day. they got some new-fangled kinda one day payin' machine? hehehehe yea, i got aflac at work. aflac... in just one day, we approve and pay. one day pay, only from aflac. aflac... e financial noise financial noise financial noise financial noise automotive innovation starts... right here. with a control pad that can read your handwriting, a wide-screen multimedia center, and a head-up display for enhanced driver focus. all inside a redesigned cabin of unrivaled style and comfort. the 2015 c-class. at the very touchpoint of performance and innovation. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. [ male announ

you need to go away and toward a regeneron. all right! say hello to my little friend. this market's just like scar face. stocks can roar back to life. they just need to help themselves. taking a closer look at the company behind the behemoth that is grand theft auto v. take that "frozen." can take 2 interactive keep tearing up the joint? i don't know, i've got the ceo. "frozen" is just one of 11 disney franchise that banked more than $1 billion. i'm setting sail in my 17-foot boston whaler of course with the ceo. stick with cramer. >>> don't miss a second of "mad money," follow @jimcramer on twitter. #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. >>> well that is something. that's a great lead-in to our next guest. last night, take 2 reports the nearest thing to a picture perfect quarter. just spectacular results, great guidance stocks spike 7% in the afterhours trading perfectly, perfectly. then after what i thought was an excellent conference call and i still do. a bunch of analyst

i like regeneron and celgene on the weakness. celgene has a better product profile in terms of patents. >> competing with the pharmacy benefits. >> today my charitable trust owns abbvie. the price cut was a shocker. >> came out on the call this year things will be more competitive than last year. >> holy cow. companies that you say, they don't have competition. well, they do. speaking of competition, shake shack, in terms of food with integrity, chipotle. now, this is what you need to know about chipotle. this is not the first time this has happened. do you know every one has been a buy? every one of these pull backs, no different. there was a pork issue, remember, they had humane treatment -- read the conference call, what they were doing to pigs is horrendous. understand what company chipotle is. chipotle is about putting the customer first by having food with integrity. it hurt them this quarter. you know what? >> if they have a pork shortage or beef shortage, they have to raise prices more as a result of trying to source what

when i got stocks when i got things like regeneron, i'm not going to go down to that t theravan. okay patricia in tennessee? >> how are you, mr. cramer i'm a new listener and a first-time caller, i have a question in regards to alibaba. i purchased it the first week it went public purchasing it around the mid-80s or high 80s and it went to a high of 120, and of course now, it started to drop back to mid-80s. my question for you and your thoughts is, do i buy more sell or hold -- >> okay remember we like yahoo! it is going to be terrific. i think alibaba had its first day up. he said listen it has all of this level, did all of this level. i think the higher marks, high growth not buy anymore alibaba. >> hey, jim, ron from oceanside. it got hammered the last couple of days -- >> i mean you can't disappoint twice and then expect me to give you the high side we're going with the skyworks. hey, by the way, let's go to chris in illinois. chris? >> booyah, jim, thank you for taking my call i bought this at 1727, and the recommendation of you and my broker but it has fallen a bit, around

gilead hurt by the price wars and hep c, regeneron recommended today, regeneron has fewer problems buthey're in a war with amgen. that group has not led us. it's semis. by the way, software hasn't led us. microsoft a big disappoint. apple is important. >> but tesla hasn't. >> no. oh bringing that up huh? funny, i checked into twitter a few times this weekend and it's -- i almost, you know, it's like you're in i street fight sometimes. i want to come to your aid but i can't figure out how to get involved. >> those guys cam with a gun and i came with chemical nuclear weapons the gun thing, a knife i'm have tactical nukes and things people haven't seen and haven't been tested. >> active over the weekend. >> i was active. >> they come to us cramer blocked me can you help? >> my instinct get in there as it would be, of course but glad you're handling it. >> i have a good time on twitter. >> you don't need help. >> guys that don't like it? you know what sorry? bother someone else. >> like jackie chan. ten guise coming around. >> more like chuck. but i'll go for that. >> no. jackie chan so co

i got panera bread, ups, bank of america, royal dutch shell, and regeneron. >> i'm liking the step of this portfolio. that's the top bio tech name. bank of america, got himself a little pay cut and the stock has done nothing. panera is down enough you want to buy it. ups and royal dutch, worry about the port situation, quality oil with the yield but oil is going down. we have oil transport, restaurant, bank and drug wow. definition of what i want to see. hey why don't we go to frank in california. frank. >> yes, jim, i wonder what you think of my portfolio. i have $10,000 in amjam. i have $5,000 in costco. those are my two big ones. >> okay. >> then i have google walmart, and celgen. >> well we have a problem. we're going to have to get rid of it. we have a tech in that spot and we have -- oh two things here. retailer in walmart and costco. get rid of walmart. we have two bio techs and get rid of amgen, we need to have a diversified industrial so i'm going to pick instead of amgen united technologies and instead of walmart what we're going to need is -- how about a little health care

. >> i like gene sequencing but they threw a sale in the biotech recently and i like this regeneron.ot more head in the cholesterol. let's go to jim in north carolina. jim! >> caller: boo-yah, jim, from the tar heel state. the question regarding progressive insurance, pgr. >> progressive is a great company. it's always been a great company. i recommended that stock when i was at goldman sachs. i still think it's good. i have to tell you, though. when people say insurance, i only think fishman. i think travelers, trv, because that guy knows how to underwrite. let's go to rod inn in florida. ron. >> caller: hi, jim. longtime listener. >> excellent. >> caller: my stock is ship finance. i'm looking for something for income income, not worried about the growth. >> geez, i tell you, i can't be as confident. when i think of income, i think of the kmi because rich kinder has game and even down here at 48, 50 even 35 he's still going to give you that deal. let's go to jim in illinois. jim? >> caller: jim, first-time caller from chicago, home of the blackhawks and white sox. my stock is watsco

. >> i would rather buy five shares of regeneron. john in florida, john. >> caller: booyah professor cramer. >> booyah back. >> caller: i am calling about the reorganized insurance company national general holdings company. >> you know that's a good company. that's a good company. i am so partial to travellers that i'm going to have to say you have to stick with travellers but that is a good company. all right let's go to ed in florida. ed. >> hey, big booyah from florida, jim. >> i wish i were there so bad. everything would feel better. what's up. >> caller: hey i just wanted to find out if my stock is still a good buy at this price. it's lowe's. >> yeah. i feel terrific about it. i wish it would come in so the trust could buy more. and that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by t.d. ameritrade. why do we do it? why do we spend every waking moment, thinking about people? why are we so committed to keeping you connected? why combine performance with a conscience? why inn

we hear from regeneron, earlier this week when they got hammered on the price reduction and the lucrative hepatitis-c franchise, it took the market down. i told you to sell. i did not do it for trade or the quarters. these stocks are investments, they do not trade on earnings they trade on fda approvals. if someone is not happy, you get one more chance to buy the stock ahead of a huge anti-cholesterol drug. this company led by the first ceo that appeared on "mad money," the always bankable, has so many irons in the fire that i would not be worried if they don't share any new information on the cholesterol drug. wednesday, a big four day. pepsico, tesla, cisco, and whole foods. the ceo is sending the stock higher. she has the major packaged good on erthd and it has one more terrific quarter. when pep talks, you are not looking for the earnings, you will be looking for the pace of organic growth. if it's in the high single digits the stock can break through 100. cisco, a terrific play on internet security. the growth of things and that europe is getting better. new cfo on the call i like ci

. >> amgen is good, but regeneron is no longer loved. i prefer to amgen. let's go to mark in tennessee. mark? >> caller: boo-yah, coach cramer. >> boo-yah. >> caller: my stock is affymetrix. >> this has been a serial disappointor. i've got to do more work on it. i can't believe this thing has nine lives. that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by td ameritrade. >>> we live in a complex world. greek exits, rogue groups of terrorists overseas. just had the president commit more resources to fight against isis today. you need to make sure you're ready in case something unexpected sends this market south. this is where you call me, tell me your top five holdings. maybe you need to mix it up a little. jim cramer twitter doing a lot better lately. so let's start with a tweet from mess with a bull. they write, am i diversified? bank of america, under armour haliburton gilead and facebook, #madtweets. let's take a look at this. all right. okay bank bank of america, doing okay. under armour, i like t

regeneron, price line and online travel company. netflix a big part of the nasdaq rally and apple trading at $128. keep in mind that apple has made up 2-thirds of the nasdaq 100 gains had year. so without apple the nasdaq would not be flirting with 5,000 at this point. >> thank you seema. we have flashes coming out of greece. the central bank governor is speaking at the moment. he is saying that he is urging the government to complete structural reforms to review tax policy and complete major privatizations. the recent euro group decision to extend the four month bailout. that alleviates uncertainty and gives greece time but recovery is still fragile. no room for come complacentcy. liquidity is under pressure. lots of flashes coming out. ultimately he's saying the recovery is still fragile. there's still work to be done and no room for complacentcey. >> janet yellen fielded tough questions yesterday. she rejected suggests from representative scott garrett that the central bank should be more transparent about private meetings. >> i'

>> stock one, regeneron. their target is $475. 18% up side.ot done well this year, but talk about 25% over the past 52 weeks. >> yeah. remember, they record earnings. it's all about -- they're looking for ilea approval for other usesic like diabetic retinopattie. >> clip natural resources. it's a moderatety price option because it has a single digit price right now. the absence evaluation earnings support, you know crisis also sees steel and iron ore prices further downsized. cautious here. you see the stock down. >> this has not onbeen a disastrous stock, the metals and mining etf. we talked about it. gold miners in that etf has done great. stock three. micron, mu. seeing a nice boost. up to and outperform from a neutral. a $40 target. hey, not a bad climb the last week for mu. >> yeah. last week they announced a venture with seagate. again, the enterprise ssd. a source -- a drive market. that was seen as a positive as well and added to earnings. stock number four this is interesting. sotheby's. he likes the business but says it is close to t

i call your attention once again, it's this biomarin regeneron. little biotechs that are getting bids or drug approvals. it's this great mosaic. >> we have this conversation virtually every day, but we should. it is the most important metric. >> they always say that. >> apple is so much involved. >> only three quarters of a trillion dollars. >> we're beginning to see two stocks of leaders. you mentioned boeing. the stuff that's really been moving up is cyber, cyber security, cyber arc being the fastest grower. the companies that i follow that do cyber are all on fire. they're nasdaq. we've also had this amazing internet cisco. by the way, you know what else has been great. the cloud stocks that peaked this time last year, they're all coming back. we can say that's the overvaluation. they're as expensive as they were last year. >> i love the stat in "usa today." nasdaq is up 15% in 12 months. in the 12 months prior to the dotcom bubble bust it was up 110%. in 12 months. >> i think when you add up all the most overvalued companies in the nasdaq you

smaller companies that have the potential to still double or triple things like lexion and regeneron are a better way to participate. we think it's time to move toward the faster growing names with more upside rather than just participating through the ibb? >> you're not really bearish on biotech. you're bullish on select aspects, in particular companies, but you don't really like the index. the problem with the ibb is it's a market cap weighted index as you noted but you can play this a number of different ways. this has 50 companies in it. i know our viewers are interested in etfs so that's an issue. i'm just wondering what your response is. are you uniformly opposed to using etfs? >> not particularly, but we would point out that this is a highly uncorrelated industry where the best stocks do vastly better pan the underperformers unlick commodities driven industries or other sectors of the market where everyone tends to rise with a rising tide. you can have biotech down 85% and others going up by 100% or 200%. we think there's a lot of value in picking the highest quality names and

regeneron soared about 3100% since 2009. siriusxm just about 2500% perfectly in general.overs that we've seen since 2009 well dom mentioned keurig green mountain. that stock has continued rally. so has starbucks. that's up about 1,000% since 2009. also a number of internet companies. netflix, you want to talk about a comeback kid. that has gained 1100%. priceline, up 1300% despite the fact we've seen that stock fall double digits the last 12 mouz. bidau still up since 2009. lastly, we can't talk about the big movers since that most recent bottom without talking about apple because melissa, those shares of the tech giant are up about 977%. as we know it just continues to grow and go higher. >> morgan brennan, thanks for that. sdmrirchgts as the tech heavy nasdaq has a new record high should you pile in or pull out? joining us now kevin bearish on tech stocks and bullish on the index and overweight on technology. guys, great to have you with us. kevin, i'll start off with you since you're the naysayer here. you don't like the nasdaq right now because of the heavier weightin