thank you to mike thaman, chairman and ceo of owens corning.reat job. >> thanks, jim, we appreciate you having us on. >> okay. this is just a classic great american company. i'm not going to tell you you have to make a stand here or stand there, but when a company reports a disappointing quarter and doesn't go down, what can i tell you? what happens when they report a blowout quarter? that's more likely to happen next. "mad money" is back after the break. >>> coming up, sweet specs? high risk can also mean high reward. it's all part of a little healthy speculation. tonight, cramer's taking a look back to see how his best plays have done, and he's found one that may have even better days to come. ♪ [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ♪ [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. [ static warbles ] hey! did you know that honey nut cheerios has oats that can help l

let's check in with the straight-shooting chairman and ceo of owens corning.come back to "mad money." >> well, thanks for having me, jim. good to be back. >> i'm trying to figure it out. there's so many levers. and in the conference call, you've got them. the price of raw materials, you've got whether there's storms, new housing, hey, you've got europe, you've got asia. if you had to look at why this stock acted so well in the face of what analysts said is a shortfall, is it that you personally and your team believe that the second half's going to be stronger than the first? >> yeah, today we reported that we were actually very happy with the progress we made in the first half. we came into the year looking for improved pricing and volumes in insulation, improved margins in our business and financial performance of our composites business and we reported all of that in today's quarter. the miss to the extent there was a miss is really timing of roofing volumes. last year, we had very, very strong first half roofing volumes and quite disappointing second half r

i like owens corning. i took my loss and moved on. >> do we like the builders? >> i like them.ports that we've already gotten i see strength and i think at these rates, they're not going out of hand and there's plenty of room. >> i don't think you can make the builders call. rye land is a buy. look at where they have growths, where they have poor markets. which markets are growing and which are saturated. >> i don't think the home builders or the construction names in general. i'd much rather do the commercial banks and regional banks. i think that's where the value is. >> are you still short the s&p? >> i am. >> we'll talk about it. >> you tweeted it we trade it. let's get to your tweets for today's crew. the recent spikes in trucking stocks justified or just short covering? >> these are cap names, what's interesting is they reported a very nice result in the first quarter. that's when the stock really ripped. there's some rumors of consolidation. regardless they have huge leverage. these stocks could go a lot higher in the second quarter. >> is siri unique from a content poin

. >> long owens corning. >> stephanie. >> accenture, buying it. >> big first day of this quarter for the markets. "power lunch" picks up the story right now. >>> "halftime" is over. the second half your trading day begins now. >> and the first half of the year is over. stocks soar on day one on half number two 2013. there you see the dow up 152 points, back above 15,000. we are going to talk stocks with this guy. morgan stanley's adam parker her, became famous when he correctly called where the markets would end almost on the but the ton in 2011 so where does he think we're headed right now. his answer in 15 minutes time, and it's so hot out west, so hot, that aircraft traffic has been cancelled. record temperatures, terrible fires. we're going to take you there live. it is just too dangerous to fly in many parts of the american west. we begin though with the markets, and that means sue at the nyse. hi, sue. >> hi, ty, and the markets are very hot here today. here's where we stand at 1:00 p.m. wall street on day one of the second half of 2013. the dow up 152 points on the trading ses