if you're the ceo of general electric or eli lily or southwest airlines, you want to make sure you'reking with technical partners where you know they're going to be around for the long run. you understand they're sustainable businesses. you have a sense of the financials, of the performance of the company, the robustness of the company. for us being public dramatically axccelerates our business. we're happy to be a post-unicorn company, as it were. i think it will be interesting from a silicon valley standpoint to watch over the next year or two what happens to a lot of the private companies. obviously the valuations have gotten a bit aggressive over the past year. we're very fortunate that we have a tradeable currency that is measured on a regular bases. we think it's a very difficult level of kind of transparency and kind of health in the business. >> i know it's not your job to opine on competitors, but when dropbox enterprise comes out and says, listen, you love us at home, wait until you come to the corporation, yet you have apple, microsoft, ibm. is it too late in this $10 billi

eli lily. they'll be showing off the pipeline. bountiful. it's the charitable trust during the last break down and everyone said it's so important but it really wasn't. but it was. do you know what matters here? i think this stock after this run this week, i don't want you to buy it but if it comes in ahead of this meeting i think you can. i believe lily's a terrific drug company that will march higher over time. maybe you say i'm trying to be too pricey but maybe it drops three or four points and you get some when it happens. so many people want to own lululemon. i never met anyone that said i think you should buy lululemon. and then we actually get the earnings and the earnings aren't any good. take a look at that chart. you want to bet that vf or nike buys them, fine. if the fundamentals are suspect and i think they remain suspect at lulu. thursday after the close we'll get another story that's kind of like auto zone. adobe. this exceptionally well run company has been a favorite of mine for ages. periodic lit lays out a story that people

going to deem that too close to alcoa and you need a drug stock and this time i'm going to give you eli lilyanother name doing terrific. i really like it very much. it's anti-alzheimer's formulation. let's take another. why don't we do it. john in florida, john. >> booyah dr. cramer. >> booyah, john. >> my five issues are boeing, ba pot, cracker barrel, under armor, and new residential investments, nrz. am i diversified, doctor? >> i don't like these public real estate investment trusts. i don't like them. replaces the bank of america which bought yesterday for the trust. i don't like the outside yield. potash i don't like it either. underarmour, they might be a little long inventory. aerospace, bank of america there. put a drug company in there. under armor, let's understand that there's probably inventory issues and cracker barrel restaurant, you make those changes and then a lot of work on this diversification game and then i'll be happy. stay with cramer. >>> as we are at the eve of a federal reserve meeting where they will be tightening i want to caution you that i will be more negative

check out the very benign plain vanilla boring kind of eh recommendation to buy eli lily by barclays. not long ago, analysts had taken it down from $85 to $76 on the failure of a drug most people have already forgotten about. this recommendation, tepid recommendation said [ inaudible ]. that was enough to send it up more than four points to $86 today. it is now above where it was before the bad news hit. i think it's not done going higher which is why we want it for my travel trust. believe me, tomorrow a bevy of analysts will get behind lilly. why? they know the big sellers have cleared and they want to please the guys who bought lilly stock. hey, guys, we'll help you. how about this run on valiant? remember when this company was a price gouger are with recriminations about some suspect distribution system everybody has forgotten about? darned thing rallied nearly $9 today. hey, it was at $69 a couple weeks ago. value has been a disaster that was crushing the hedge fund community. now it's on the mend. now they are feeling more bullish about other stocks they own. i conferred about b

that would include johnson & johnson, eli lilly and merck. lily may want to bolster the pipelines.ohnson & johnson may be looking in rare disease and cancer. merck may be hunting in cancer as well. they have a lot of cash on the balance sheets. >> a political note talking about the continued resolution bill that may get funded and that 2% medical device tax may be delayed by a couple more years. that could be good for any companies like a j & j that make any kind of medical device. >> electronic, boston scientific and so on. >> bingo. >> next stock, yumm brands. upgrading to an outperform. i love this title. let's taco about business outside of china. >> of course you love it. of course you love that. >> taco about business. analyst says the shares offer a favorable risk-reward. they nudge the price target to $88. they see increased focus on the taco bell brand here. they note that business outside of china much more predictable than in china business. that implies 20% up side. >> there could be a valuation here. take a look at a winner like mcdonald's. yumm brand is up 2%. you kno