phillip morris profits are getting snuffed out. the tobacco company reported first quarter profits fell 12% due to fewer cigarette sales overseas. shipments dropped to eastern europe, the middle east and africa, among others. amid the dropoff in cigarette sales, phillip morris is preparing for a push into e cigarettes. obamacare is giving a shot to the economy.. consumer spending increased by $20 billion according to the latest figures-- $13 billion of that came from health care related servces prompted by the affordable care act. it's because more americans have insurance to cover surgeries and other medical needs. however, according to cnn a non profit group cautions it may be one-time bump in health spending. it's estimated 12 million americans who didn't have health insurance before- now have coverage. in today's cover story, apartments-dot-com's list of top u-s cities for recent college graduates combines salary, rent and things to do. and none of the top ten are on either coast. apartment-dot-com found that recent graduates m

we're going to get rid of phillip morris, we're going to add an industrial. let's add -- honeywell!eywell. and that will do it. now, let's go to ron in maryland. ron? >> caller: hey, jim, love your show. >> thank you. >> caller: i like to say a big boo-yah from the people of oakland, maryland. >> i'm liking that. sounds like a raven fan, too, by the way. what's up? >> caller: i need for you to tell me whether i'm diversified or am i just a -- >> i've got it under control. let's hear them. >> caller: kmp, wll, uri, susquehanna bank shares and intel. >> all right. intel upgraded tonight by piper jaffray. good bank, united rentals, the equipment rental company, terrific, semiconductor company, whiting, that's a bakken name and, kinder morgan. we're going to keep kinder because we like the dividend, although it's been under a lot of pressure. and we're going to get rid of whiting, we'll talk about a portfolio that needs, indeed -- you thought i was going to say bristol-myers, i'm putting in cellgene. ♪ hallelujah let's go to howard in california. howard? >> caller: hello, mr. cramer! le

integris energy, phillip morris, pen call west capital and verizon.e are the seven names here with a yield above four, pe below 17 and up over -- oh. oh. >> oh. >> they're all higher today too. >> look at that. >> everybody's moving in those dividend players. >> i wonder if that's just a coincidence. >> a surge of heroin is flooding the u.s. market. the drug is cheap, like $4 cheap. they seized a record 2,000 kilos along the mexican border last year. the heroin with a street value of just 4 bucks a hit is largely being produced in northern mexico where marijuana is once king. some say legalized pot here in the united states has made it less popular for mexican growers. you have a story on big business to make money on that legalized pot, but let's get your take. >> mandy, this is a huge deal. this heroin epidemic is in the subbeshs. i asked the sheriff in my county a couple years ago what's the biggest problem, he says heroin. people have moved from prescription pills to heroin because it is cheaper and easier to get. this is going to be a problem we'

phillip morris, altria, lorillard all in the green today.eynolds and altria have their own e-cig offerings. the regulations aren't as strict as they could be. >> nor are the taxes. taxes on e-cigs if they have them at all are less generally than traditional cigarettes which is a huge money making source for new jersey and other states. >> there are no regulations on how they're marketed. for instance, you know how cigarettes, joe camel, et cetera, et cetera, the regulations aren't there for the e-cigs. >> this story on the "wall streetjournal.com is the number one most read. states can say this is anti-smoking cessation movement and should. let's not beat around the bush. states, all of them, except for north dakota, needs the money. that's it. they need money. they got to tax it. tax everything. they're broke. >> tax everything. >> can i be more clear? >>> all right. we're about to talk rubber tires and something called express homes. street talk is on deck. >>> and break out the bubbly because cnbc's 25th birthday bash continues after this

wereg and phillip morris the latest companies to announce job cuts there.stl also see golf's major of the year. it is the masters at augusta, where adam scott will defend his title. no tiger woods this year. he had surgery on a pinched nerve. there are reports that phil mickelson is also doubtful with a side strain. let's take a closer look at the key data out this week. our next guest is the global head of economics at mcquarrie. he joins us live from sydney. let's talk boj. there is a lot of buzz that they will have to bump up the stimulus, especially after last week's sales tax increase. what is your read? >> i think the pressure is on them. it will play out in the next 24 hours. we will see payrolls on friday night. i think you will see the dollar-yen push towards the 105 level. they may get reticent to go sooner rather than later. certainly is operating in the japanese economy, particularly on the wage front. >> that is key here. we have not seen the kind of increases that would offset any sales tax increase. >> that is right. when you are looking forw