when apple's down, quality companies like emc go on sale.tapped into two broad secular themes, cloud computing and big data, analytics based on transactions.3 it's cheap, we like it a lot. liz riz and they may make another acquisition which pumps then up. let me get to your second one, sanofi. you say the emerging market play is your choice. >> that's right. emerging market growth is slowing, and that will put downward pressure on commodity prices. that's still where most of the growth is in the world, and we merging market consumers tend the first thing they want when their incomes rise is health care. sanofi is the world's fourth largest pharma company by prescription sales based in france. it's got less european exposure than its peers, and that's a key differentiator. it, too, is a well-managed, quality company. it's cheap and pays a decent di tend. we like it a lot as well. liz: and now jim key's number one moneymaker. this is what we're asking people to do, come up with their favorite stock going forward, and what is it, jim? >> well,

emc, tech. procter, we'll say procter is not food because they've gotten rid of food.ringles to kellogg. we're going to make this food, we're going to make this consumer products. this is drugs. this is telco, this is tech. and therefore we've got a terrifically diversified portfolio. well-played everyone. stay with cramer. >>> coming up, tech torture. hp got slammed today after cutting guidance. what drastic action could save this tech laggard and help you cash in? get cramer's take. 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. . . and costly, but avoidable.ting the rid-x septic subscriber program helps prevent backups by sending you monthly doses right to your door so

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you look at emc in terms of large cap technology. they are a winner. >> if you throw up a chart. on in the section. it was down and then made a come back finishing the day to the up said. karen, people are getting in there and they see something. >> well, i hear that as it is going to be worse than it is now. i think she did a good job of trying to lower expectations. but i think still the street doesn't believe it. i think if they came close to that, i don't think they would have a four multiple. remember, there is dead here. this is not like dell where there is excess cash. but, you know, i think the one thing we could see here is, when 13f filings come out. i think we are going to see big stakes being built here. i think they already, that was from their last filing, but i k at this level. >> would you buy dell here? >> at hp, as a value investor, it is hard not to take a close look. having lost a fair amount of money in the name. >> would you look at acm as one of the beneficiaries? >> i don't know. >> okay. >> let's move on here and talk names. well, we are a polite company.

>> we kind of own some boring names, emc, in terms of cloud. >> analytics in cloud. >> and i think ibm is interesting because it came down so much. went from loved to now hated because of the horrible quarter which i didn't think was that bad. stocks down a lot and they're making acquisitions in cloud and making acquisitions in analytics and clear in their quarter. i think both of those names are very cheap stocks at this point and i think names to own. >> what about yahoo? can it hang with facebook and google? >> i don't think yahoo's there, i think she's being diplomatic in terms of the time frame it's going to take. still a crowded space, she does have cash, but everybody's got cash, everybody's smart, looking to acquire talent. just stay on the sideline. for me, goog will start to get interesting, the huge run-up, had the big falloff as we saw last week, it's not there yet because you have to let the momentum players still reverse out of it. but at some point, a compelling value. they're still the market leader. >> stevie g., did she say anything that moved you? >> i am long google

. >> you're putting emc said fair teeseven wrist. that's not fair. melissa: i assume it was a guy.robably right. >> women would not do that. you never see women just being in a hurricane. >> that's

. >> brian: what is emc corporation and what arethey looking for? >> this is data storage.nes, our laptops, ipads. all that data needs to be on the cloud. that's new trend. they're looking for data scientists. they need engineers, salespeople, professional services. they're especially expanding in utah and the chicago areas. again, this is a lot of technical jobs. some sales positions are available. and it's hundreds of jobs by the end of the year. >> gretchen: fantastic. we got through all five. to find out where they are, live on to casone exchange.com. >> brian: if you shear on the street, yell out. >> i'll be answering questions next week. >> brian: okay, fine. 12 minutes before the top of the hour. remember when you were a little kid and dreamed of being an astronaut? well, want to learn all about the space program? there is a new way to do it by a guy that went to space and came back to talk about it. astronaut mark kelly remembers what that was like and he wants to share that passion with you. he's got a brand-new book out, you will love it. >> gretchen: it's all for

delta, emc, kimberly-clark, eli lilly and owens corning, all in different kinds of industries, all withf problem, most of them with the exception of owens corning which had a terrible time recently trading to the downside. this is where we're at right now in terms of the earnings right now. so 37% of the s&p 500 had reported so far for q3, earnings are basically flat at 0.4%. this is not a surprise. this has been expected, it hasn't changed much. what has changed is right here, your revenues only up 1.4%, this number was much higher even a month ago. that's what's changing. look at q4, the numbers are coming down but they're still talking about a trough here, earnings 8.4%, revenues were higher a little while ago but still better and this gets back to the earnings trough concept that everybody is talking about whether or not if we are at some kind of trough. that's the debate. china is the other debate. i want to show you something quickly. there are people calling troughs in china that may be important. here is the hang seng index for the last six months. we've been coming off it, up 6