. >> caller: sir, i was wondering about navistar. >> navistar is one of the situation, sure, maybe theyngs goes to 120. the reason you buy cummings is because of problems at navistar and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up -- time to clock in? half a million businesses across the country rely on paychex to get wages to the workers. but can this payroll player help your portfolio bring home the bacon? cramer gets the real read on jobs in america and takes the pulse of the economy when he talks to its ceo. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. [ whirring ] [ dog barks ] i want to treat more dogs. ♪ our business needs more cases. [ male announcer ] where do you want to take your business? i need help selling art. [ male anno

. >> caller: sir, i was wondering about navistar. >> navistar is one of those situations, sure, maybeit together, but then cummings goes to 120. the reason you buy cummins is because of problems at navistar and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up -- time to clock in? half a million businesses across the country rely on paychex to get wages to the workers. but can this payroll player help your portfolio bring home the bacon? cramer gets the real read on jobs in america and takes the pulse of the economy when he talks to its ceo. [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ a friend under water is something completely different. i met a turtle friend today. avo: whatever you're looking for, expedia has more ways to help you find yours. [ male announcer ] frequent heartb

. >> biggest pops and drops in midday trading and fir up is navistar. >> navistar up about 3% today.in the last week. up about 20%. karl i con raised his stake last week and g week. all told you have about 40% large people holding the stock and i think there is a lot more upside here. >> stef. >> trailing three months orders up 2 to 3 pretax, the first increase since february led by process controls which isn't surprising. what is surprising is industrial automation was very good and hvac climate bodes well for rockwell. >> hasbro, doc? >> well, just like mattel, these guys missed on earnings. the stock traded down about 60 cents and now turned it around and it is up 80. apparently willing to look past the earnings miss out towards transformers in 2014 which of course should be a huge driver for hasbro. >> and juniper, joe? >> it is going to be good. the street knows this. it has been a good trade, up from 16 to 20. the question is now do you believe the capex rebound will sustain in the third quarter? you want to listen to the guidance. i don't think it will. you better trashd cisco

carl icahn has been buying navistar and he owns about 16%, our clients own about 9.5%.nd that stock's around $33. class-a big trucks. and five years from now, four years from now, maria, they'll earn about $6 and he'll find a way to harvest that. >> you didn't buy it because he did. >> no. we've been in it for a while. >> yeah. >> in it about 19 -- you know, a long time. and another one is federal mogul where he owns 81%, and the stock is 14. next year, fdml, they'll earn $2.40. so the stock's going straight up over time. and they will split up the company, have aftermarket oe, so carl is very good. >> we're back in the period of activist investor and carl is a prime example. bill ackman, everybody, is that a good thing? are they stirring up the right kind of dust? >> well, you go back to the '60s when i first came down to this place, what you had was bootstrap financing, someone who would look at the sum of the parts, figure out how to break it out, and in quotes the corporate raiders. charlie bluedawn, gulf & western, jimmy lings of the world. so this dynamic of the f

we're working with navistar, freight liners, collins and we've developed with them, rauch technologieshe's partnered with bluebird and they've created this lpg engine that is unbelievable. we've taken now 1,000 buses, put them on the road this year. largest contract in omaha. but we're taking $3.65 gallon diesel down to $1.60 and locked it in for three years. that's without a 50 cent discount from the government, who gives us an alternate fuels tax. i don't count on that 50 cents back, but if it does, i'm now paying $1.10. >> it's a multiyear payoff to switch. >> it's long-term, it's immediate. it's going to be huge. that's going to drive our rh0 down from 83, 85% down into the 70% range for this coming fiscal year, which just started 2014. >> i sure wish more people would listen to you because i'm >> we had to convince navastar to lower the cost of the capital of this engine. get those r&d costs out of the way. don't make me pay for those. there's 500,000 school vehicles on the road every day. as i said, the government owns 66% of these things. fleets are getting older and older. 12-y