but the hma guidance was what really knocked them down.be i'm wrong, it was hma specific, they spoke to the lack of hospital stays, more going to out-patient, which i think wins to tenet health care. that and and this is the first meaningful sell-off of stock since october. i think it's an opportunity and a dhans to buy the stock. >> hma is why you saw that collateral damage, he hit it on the head. tenet has been up 155% since the streak hearing that okayed or allowed obama care. it's two toppy. you can't be in the name. you're seeing the rotation out of it into hmo's. >> technical case scare you? >> it does a little bit. because as i just said, it's a pretty large sum. it was $48 stock a week ago, now here we are $41.5. >> it did break the 50 day which has been supporting the name since august 2012. so you have to respect these levels. it seems to me you're seeing that rotation still off those cma numbers and you're going to see hmo's. >> let's call this match. josh brown, what do you say? >> my favorite in the room is hca which warns, bu

someone was asking about hma and i was hoping they would call 1-800-743-cnbc. i'm not a fan at this point. too much risk, not enough reward. are we in a bubble? i'll say this. we may have pockets of froth. especially, though, among the best of breed, not the fly by night. and may continue to soar. my discipline is to keep you from buying them. they could still go higher as long as the magic carpet ride is on. >>> coming up, cramer has been examining the best of the big phrma stocks all week. but these companies aren't all healthy. tonight, jim reveals a name that may be under the weather. and he's quarantining it in the sell block. and later, cheap is cheap. tired of hearing what's overvalued in this market? stick around. cramer's bargain hunting for stocks that could still have lots more room to run. plus, brand power. jcpenney and apple have been beat up. but have they suffered damage beyond repair? entrepreneur, ceo and "shark tank" star daymond john weighs in. all coming up on "mad money." >>> don't miss a second of "mad money." follow at jim cramer on twit

. ♪ >>> hma cut its revenue and earnings outlook.you see there and community health all down. >> homes have been affordable to this point. but is there fear out there that that's about to change? >> there definitely is. when you look at it, people say homes are so affordable because home prices fell so much. they are flat and falling in some places. now you have the fear that it's all based on the record low mortgage rates. americans collectively are paying 37% less in their monthly mortgage payments than they did on an historical average. that's all according to zillow. if mortgage rates start to rise even a little bit over the next couple of years, then housing affordability is going to become really tough and price a lot of people out of the market. >> the big hope is that the housing market makes a massive recovery before then. the government wants to make sure that at this point the banks are loosening the pursestrings trying to make sure. through the fha, if they're doing that it creates some big new potential problems. >> it's

. >> hca preannounced the quarter, admissions were soft on the heels of hma.o trade hca, got out quickly, it didn't work. what it's good for, if usage is down, it is for the managed care stock. they should have a good quarter on the heels of the bad news from the hospitals. >> international pop in international paper of 4%. >> one of the analysts say this is a name where you have a prevailing bull trend. yesterday was your opportunity to get in. this is a name i actually like. >> whirlpool topping 2%. slim shady. >> they are raising their dividend by 25%. and the reason being they are in a strong cash position, positive news for this company. huge housing number this morning, although home builders is selling off on it. whirlpool will definitely be able to move higher on this news, in my opinion. >> a lot of washing machines. today on big data download, let's ma

she thinks this is really hma specific story here, their bad debt issues, so i'd definitely stay from it. >> can michael ullman security jcpenney's financial future? will jcpenney run out of pennies? courtney reagan has been following this story, joins us from elm mufrt, new york. >> it's back to the future for jcpenney, ron johnson's predecessor because his successor. doesn't look like investors have any immediate confidence, with shares trading at 12-year lows as he reinherits a shaky financial situation. jcpenney owns 426 of its 1,100 stores valued at 3 million to $7 million. per average 100,000 square-foot location, about $11 per share. when it comes to cash, they have $930 million on his balance sheet at the end of 2012. they've already burned through 600 million this quarter, assuming a 15% negative, same-store sales for the quarter. deutsche bank thinks they could have burned through $750 million assuming 11% negative same store sales comp. sales we jp morgan says in order to get back, they have to average 30 to 35% same store sales for an entire year. that scenario seems almos

hma pre-announced a bad quarter. basically bad debts, you can explain that because of an acquisition. you can explain that away because of a 60-minute story. i wouldn't read that because of the rest of the group -- i've been out of community health down 6% over the last couple days. i'm ready to go back in. i think the quarters will be fine. >> getting bumped today dropping after the early release of the fed minutes, mandy drury is hosting futures now. man did? >> that's right. i'm stepping in for today. let's take a look at what is going on with this chart because you've got yields that have been rising all day. remember as bond prices fall yields rise, so does today's sell-off signal that the end of qe could be closer than we think. will anthony grisanti -- what do you make of the minutes? are you buying bonds in the face of today's action? >> i think every time the minutes are released every couple weeks you see more and more people involved with the fed are wanting to end this program or starting to unwind it. no