masco, the cabinet, plumbing and paint maker. does a lot of business in europe by the way. when i listen to the land of a thousand dances i spot the green shoots in europe and i come around and say it's masco's time the stock was up last year but it has not done jack this year. i like the risk reward here. companies have fabulous management, forward looking and doing all things right. you saw that yesterday, with snapon tools. how about done and brad street that is being brought in to the digital area. i think we are hearing good things. tuesday that two cramer favs. cvs and it's a terrific drug store chain and a pharmacy benefit manager. these are two of the great themes of our time. thanks consolidation of the drug stores and the pbms versus the drug companies, you have to hope that cvs goes down so you can get in ahead of the quarter. you may like a fine wine. i prefer a terrific merlot. namely larry merlot the ceo of cvs, could not resift. we hear from regeneron, earlier this week when they got hammered on the price reduction and the lucrative hepatitis-c franchise, it

you are rooting against masco, the industrials are no different. i saw caterpillar rally, that was different. that can happen if we get the u.s. economy going better. there's not enough growth overseas for cat make their numbers. although, the rates going higher would not be so great. if the economy hiccups now, and it won't if the rates creep up slowly. then cat tests the growth and it's good news for cat and good news for industrials. oil needs a stronger economy the to meet all the excess supplier or sink and we will be back in default land. right now the oil companies can catch their breath. make deals to save themselves much sell a little here and there. if the economy weakens or we roll over gasoline would go lower, i have to say, that would be bad news. see, i like this current level. it's a happy medium. they have more spare change and the high yield bond market and the 18% of the yunk market that is oil, it gets diminished. where is oil going? i want you to stay tuned. going off the charts. there's the 17% of the stock market that made up

masco also confirms what martin marietta saying. home building one of the few areas hovering around recession levels might at last be stirring. then they got a real unexpected gem. yelp one of the biggest internet underperformers last week with a quarter that was widely panned as a precursor to a big slowdown it made an acquisition and renounced revise a more positive earnings outlook. given that yelp just disappointed on friday, well this was a terrific much needed and yes, shocking do-over. they really nailed the shorts and jumped the stock two and a half bucks. meanwhile, micron symbol mu seeing the stock get slammed since the beginning of the year now with manufacturing partner catapulted up more than 9%. i don't think it was hurt by qualcomm having the settlement with the chinese. plus without the background noise from our pathetic trading partners, starbucks rallied 3 bucks saying it's probably going higher. i think it actually has more room to run. it was an amazing quarter. when people are distracted by greece or ukraine or

home depot, lennar, you've got who else lowes, horton's not far behind masco, pulte. >> toll brothersns were under pressure last time. the gross margins are great one of things home depot will talk about, how much money putting into our home. me put more money into the home hasn't been up to gdp growth level. the main thing about your home put money in if you think it's going to increase in value, circle to case-shiller it's important that home -- that people feel a home is a decent investment. but home depot benefitting from weather which is saying everything's cracking. everything's cracking. i bet -- interesting to see the insurers. i'd like to hear from fischman on travelers, a lot of damage being dobne by weather, subtle. garden variety pipe bursts. >> also yellen a hard time about biotech call last time. i went back and looked where some of the big caps were six months ago. celgene in six months up 35%. gilead up 25. biogen up 18. is she going to double down? >> she was focused on the small stocks. >> i know. >> it wasn't her. some person on the staff. i don't know. >> which is