if you like apple you have to love qualcomm.hey, friends, have the market nailed in the wireless mobile device unit. chips. these guys do it, they make them all. the valuations are fair. i like qualcomm. i can't say it will go up tomorrow. went up today got a goldman upgrade. but the long-term, that slow money thing. >> very good. >> you like apple, you've got to like qualcomm. >> that was your slow money trade. final trade after this. >> final trade. >> costco. >> raymond james. >> stay with the ford trade. >> pxp. >> i'm melissa lee. thanks so much for watching. see you tomorrow afternoon right here on cnbc. for more "fast money."

i like qualcomm. gold a goldman upgrade.or the long term, that slow money thing -- >> very good. >> you like apple, you've got to like qualcomm. >> that was your slow money trade. final trade after this. eeeee >>> quick programming note. tonight's larry has an exclusive interview with the president of the world bank on the kudlow report. >> final trade. >> costco. >> raymond james. >> stay with the four trade. >> pxp. >> i'm melissa lee. thanks so much for watching. see you tomorrow afternoon right here on cnbc.

>> that's qualcomm. now, jufrlt be careful because a sold a little qualcomm this week for actionalertsplus.com. why? it had moved up so 67 is became my largest position. i believe in diversification, and when you have one position that dominates your portfolio if you've got that then you've got to take some off the table. you've got to trim and do what goldman -- that became my large position. qualcomm's the play. now, remember, the game plan is all about testing your bullishness. all right? my game plan says that these companies will, if you can read them, are going to do good things. and if they do, you want to be a buyer. but if they don't, well, you know what in we're going to temper our enthusiasm. "mad money" will be right back. >>> all week i've been talk up the reasons we should use natural gas as a bridge fuel. with 30% fewer co-2 emissions than oil and 40% less than coal. it's a great bulwark against climate change. and since we're potentially sitting on over 2 quadrillion cubic feet of the stu

time i hear 4g, i think qualcomm! anytime i think of chicken internet mobile, i think at&t. i consulted all my guru charts. what was a ceiling is now a floor. the chicken way to play at&t to 30 is to start buying tomorrow. stay with cramer! >> announcer: coming up, has spending by the g-20 served as a backbone to the rally, and will the g-20 keep it up? cramer goes one on one with pennsylvania governor ed rendell to find out if this rally is for real. and later, will battery-operated cars drive us into the future? can one clean tech energy ipo put the power back in your portfolio? cramer breaks it all down on your ipo. plus, try to keep up with cramer as he takes your calls rapid fire in an all new "lightning round." all coming up on "mad money." would you like to go for a ride on that bike ? ok ! ok. whoooa, heyyy ! see, the terms require that you keep the bike within this pre-determined space. if you want to take the bike out, i'm going to have to charge you a penalty. i can't really ride in this little space. you can't ride very far. even kids know an offer shouldn't come

it was a sanctioned race at qualcomm stadium.aim here is to offer teens an alternative to dangerous illegal street racing. >> we really try to keep a safer community, safer streets. and they need to bring it on to a track. we just have to racetrack. not street. it works. we know that it works. >> in 2002, 48 deaths and injuries were blamed on illegal street racing. this year, police say there's been only one fatality reported. >>> a michigan woman says that the state is threatening to fine her and possibly send her to jail, even, for baby sitting her neighbor's kid. the woman says she's just helping out her friends. the state says she's running an illegal day care. bill dobson with wzzm has the story. >> like, oh my gosh, oh, my gosh. >> reporter: when she opened the letter from the department of human services threatening to put her in jail, lisa schnyder said she panicked. >> i called my husband. i'm threatened to be put in jail and fined. >> reporter: schnyder is facing prosecution because for a two minutes in the morning, two

together for the first road trip of the season as they take on the san diego chargers next sunday at qualcomm the road trip is the biggest difference maker in how you stack up in the nfl. a year ago, the ravens were 5-3 on the road. much easier to play at home with the fans and the crowd. the trick this year, being as successful away from home as the ratings were a juror go. that starts in a very difficult -- asç the ravens were a year ago. >> their explosive in all three phases. i know ron rivera very well and i know what kind of defense they will be putting out there. they will be attacking the causes you a lot of problems. offensively, i saw him all those years in washington. we have got our hands full against a premier football team. >> and the ravens got a glimpse last night of how explosive the san diego chargers can be. they came back with a win over the oakland raiders last night. it looked like jamarcus russell, the raiders young quarterback would finally have the hero status as he wished to 34 -- 2 minutes 34 seconds left, found the rookie fourth 2017 -- for a 20-17 oakland read. b

>> qualcomm, qco"f," one of the principal chip providersor the mobile technology industry. so you're look at thin like research imotion, blackberryies and iphones. paul: they get business from them all >> they get to sell toll. >> paul: we have time for one more technology favote. >> we like dl. i think everybody knows dell is dell. ere is going to be a systematic rtocking oft hardwart the consumer levelnd at the corporate leve we're already seeing that in some of the guidanceell is providing d it's going to be positive, we tnk, for them. >> paul: interesting selection there, financial and technology. erik, do you persally own any of the stocks youention or have other disclose to make? >> no, i n muscular dystphyes that own-- mutual naundz o these stocks. i do own them inrectly. >> paul: ver interesting. i want to thk you for being th us. >> thankou. >> paul: my guestrik ristuben of rsell investment. >> susie: recappintoday's rket action: wall street end five-day winning streak. thdow drops 22 points and the nasdaqoses three points. to learn more about eñatories in tonht's

time i hear 4g, i think qualcomm! anytime i think of chicken internet mobile, i think at&t. i consulted all my guru charts. what was a feeliceiling is now floor. the chicken way to play at&t to 30 is to start buying tomorrow. stay with cramer! >> announcer: coming up, has spending by the g-20 served as a backbone to the rally, and will the g-20 keep it up? cramer goes one on one with pennsylvania governor ed rendell to find out if this rally is for real. and later, will battery-operated cars drive us into the future? can one clean teng ji ipo put the power back in your portfolio? cramer breaks it all down on your ipo. plus, try to keep up with cramer as he takes your calls rapid fire in an all new "lightning round." all coming up on "mad money." ps ps >>> with the g-20 summit being held on thursday and friday of this week in pittsburgh, pennsylvania we're lucky enough to have ed rendell, pennsylvania's governor, on the show tonight. before running the state where i was born, rendell was the incredibly successful mayor of philadelphia and he became a good friend and he still

qualcomm, oil down as is chevron, weaker by about 1%. the highlights on the upside the financial services, citi, goldman sachs, j.p. morgan higher on the session and a handful of industrial names like boeing and lockheed martin. the dow down 33 points. nasdaq weaker, down .25%. on the nasdaq 2125. >> end of the quarter tomorrow. it has been a great three months. we have been up best since 1998. >> often time we see end of quarter window dressing. s&p down just a fraction. >> it is time for the "fast money" final calls. our next guest says you can make some money in 20 something stocks. what are 20-something stocks. >> the stocks that appeal to the 20-something year-olds. what i'm seeing there is this is a group that does not have the same financial pressures, not they done have any, but they don't have the same financial pressures their parents do. they have more disposable income and very specific places they are putting that money to work. >> take me through them. beer. >> beer. absolutely. you get started in college you keep going aft

qualcomm with $15 billion. a lot of the companies have already done major deals. that deal just closed. microsoft dismissed rumors of potential play. they there is still talk of a possible tie up. with all the cash floating up, opportunities may only be just beginning. >> stick around. markets are up. companies are awash in cash. that means it is time to do a little shopping. which companies could be the buyers and which could be bought. joining me now with research product manager, we have the director of derivatives and trading. and jim goldman. stephanie, let me start with you. why are companies awash in cash right now? >> just looking at the report we just published, clearly companies particularly in the tech space has done a good job reducing expenditures so margins have held in a lot better than what some people may have been expecting just six months from now. now they are poised to benefit. >> who do you think is out there shopping? >> any of the really big companies, some of which you just noted. dell is out there, but cisco, we think with $35 billion cou

when you look at the list you just showed, cisco, intel, qualcomm, they make the guts that go into thetuff that other companies then make and then you got on thor end accenture which provides the services to lash all those things together. >> if you're thinking jobless recovery that means productivity which means i do the work of two people in layman's terms. but the reality is typically technology plays a big part in that efficiency uptick. >> thanks very much, matt. >>> we have a triple digit advance in the dow jones industrial average. let's find out whether it's going to hold into the close and go down to the floor of the new york stock exchange. there's steve grasso. one analyst sent me a note saying watch stocks as the dollar starts to reverse and move higher and the credit markets start to move a little bit. but do you think we can hang onto this advance even if we get significant strengthening in the dollar? >> i think we will hang onto the advance. i think he will go higher going into quarter end. we have people you don't want to say dressing up the window, but they're buying

>> caller: we've been watching qualcomm make lower highs and lower lows since july. >> right. >> caller: we ran a regression analys analysis. one-year time period the future looks great but if you run it for a longer period of time it looks like this stock is going to move sideways as well into the future. what is your take. >> bob, you're regressing if you're using regression analysis. as i told my previous caller kurt from his road rage situation developing in southern california, we do not want to put that kind of rationality to a market with animal spirits. call com, which i own in my charitable trust, has the best 4g platform. it's best stock they feel about in 2010 and although i feel shaky about it right now because it had such a big move. so i'm in the disagreement with bob. i'm in agreement with kurt over -- but over the long term, scurt anything to rock. all right, stay -- oh, my, it's the land of 10,000 bull dances. ♪ i'm a phony baloanee no i'm not phony. stay offensive until proven otherwise. you have to know what can change your mind before the market -- before it happens.

them, but it's primarily catching on with larger companies, places like toyota, disney, sprint and qualcommy functional clinic on the property staffed with doctors and studies show that when people have this in their workplace, it makes them for productive and it helps prevent disease. >> if it's done right, it has the power to provide not just on the job illnesses and injuries, but general health care prevention care, wellness care, and opportunity to actually try to prevent the expenses more dangerous things that happen down the line if things aren't taken care of at the right time. >> perhaps the best part, it's cheaper for the company. analysts say when businesses sign up they immediately see a 10 to 30% savings in total health care costs, this represents seven to 20 billion dollars in total savings for employers across america. . >> so, this is an opportunity for us to really demonstrate to, i think, a lot of the corporate world that it can be done and it can be done in a cost effective manner, i think this is just one of a number of different options that are out there and i think a l

qualcomm is the one down name. some trouble with japanese manufacturers. they are going to fight a cease and desist order. i want to talk about winn. it's the number two gamer for september. in the entire s&p 500, it's an incredible mover, about 28% to the up side for september. and molex, upgraded by goldman sachs. >> a powerful rally in oil prices. we are looking at a power fuel rally, you may want to say, because it was refined fuels that led this petroleum complex higher today. oil prices settling above the $70 mark, up over $3 on the session. we did get that report as bob mentioned earlier from the energy department showing gasoline supplies surprisingly fell in the past week. that was what really started the rally going. also, as we had the dollar weaken that, continues to see oil prices moving higher. we got details behind the scenes on the demand picture. the fact that gasoline demand was up 5% versus a year ago, that had some traders' attention. that's difficult comps over 2008 with hurricane disruptions. gasoline supplies being down, keep in mind

dick enberg and dan fouts here at qualcomm stadium. a high scoring affair.harbaugh's baltimore ravens leading 28-26 with 6:30 remaining. san diego struck with an 81-yard touchdown pass to darren sproles to open the scoring. the difference has been the ravens scored touchdowns in the red zone and the chargers have been settling for field goals. cut down is mcgahee, as weddle came up from safety to force a loss. in the third quarter, that was a throwaway by rivers. lewis went after him, and it led to a touchdown to kelley washington. vincent jackson on a long throw from rivers, who has set a personal record, most yards passing in his six-year career. but it's not been enough. four field goals after the chargers have been inside the five and had to settle for threes all four times. second down and 12. flacco. incomplete. and the ball off clinton's hands. and dangerously close to being tipped to antoine cason who has an interception today, as he did on monday night in oakland. dan: this is inexcusable. this is perfectly thrown by mark flacco. this is right in hi

whether it be qualcomm, this thing is just on fire. and you cannot stop, sandis is part of it.e reasons this market turned is all because of the internet mobile functioning, which is just incredible. it's incredible the demand. >> now, what about -- i'm trying to debate, the oncology conference, cancer conference. this is often something where you get a lot of information on which companies are going to have cures. >> this onyx pharmaceuticals, it's very interesting because onyx came up with terrific data like longevity for their breast cancer drug, and then the stock didn't pop that much. apparently there's some side effects involving a hand and foot disease, very, very painful, that's afflicting the people on this trial. it's just so interesting that we seem to continually bump up against a wall of being able to make great progress against cancer. it's important to point out that onyx is doing a lot of things that are right. c ceg -- celgene are going things right. despite the big blitz this weekend, i think obama is still not going to get his way. expensive drugs will be fun

it was a sanctioned race at qualcomm stadium.fer teens an alternative to dangerous, illegal street racing. >> we really try to keep a safer community, safer streets and they needs to bring it onto a track. it works, we know that it works. >>> in 2002, 48 deaths and injuries were blamed on illegal street racing. this year police say there's only been one fatality reported. >>> a michigan woman says the state is threatening to fine her and possibly send her to jail even for baby-sitting her neighbor's kids. the woman says she's just helping out her friends. the state says she's running an illegal daycare. phil dawson has the story. >> it was like, my gosh. >> reporter: when she opened the letter from the state department of human services threatening to put her in jail, lisa snyder says she panicked. >> i immediately called my husband and said, my gosh, i'm threatened to be put in jail and fined. >> reporter: she's facing possible prosecution because for a few minutes in the morning, two friends' little boys wait for the school bus

qualcomm is down 0.7 of 1%. earnings, palm, they are after the bell no, guidance here. the range is really wide. i will tell you in consecutive days a firm has come out and said sales of the prewill be disappointing. 0.6 of 1%. they had a huge 7% plus run-up yesterday. still a lot of good buzz, even though they discounted dan brown's novel. it smashed adult fiction records in one day sales, more than 1 million hard cover copies. let's go down to sharon epperson at the nymex. >> amazing number of sales, brian. we're talking to traders about what's happening to natural gas and the volatility in the contract, over 100%. that means that we could have a 20 to 25% run on natural gas in either direction when that number comes out. we are going to get storage report coming out at 10:30. the expectation is for another injection somewhere around 73 bcf. keep in mind it looks like the place to go over that trillion bcs level. that is significant. a lot of folks wondering where the storage is going to go. we have seen slightly less of an increase in the injections in the last coupl

qualcomm more than a percent. just a look at big name laggards. dell is down. ebay down a full percent and amazon is down. this time lamar upgraded to overweight, advertising ticking up a little bit according to their analyst, up 7.3%. let's go to sharon at the nymex. >> dollar has been farming up since that consumer confidence number came up soil prices are falling as well but right around $66 a barrel right now. we have been focusing a lot on the dollar trade. keep in mind as we get into the end of the quart, we may see more volatility due to that than anything else. but also paying close attention to what will happen with inventories and the market is going to expect a another increase in overall petroleum supplies. ab analysts looking for a slight decline in crude supplies but increases in distillate fuel supplies and already looking at oil and gas supplies in the u.s. 10% higher than a year ago. distillate fuel supplies up 31% from a year ago and a weak cash market weighing on natural cash price, november is the front month contract there. scott, over to y

i want to talk about juniper and qualcomm, both price targets raised at goldman sachs. let's go down to sharon at the nymex. >> we're seeing moderate weakness across the board on the energy complex. oil prices down about nine cents right now. but the sell-off that we saw last week, that 9% slide, really seem to have been stand by the news about iran and the news most recently that iraq n is te firing long-range missiles p. this after obama on friday accused iran of a covert nuclear facility. that it was building a second one, has been found. all of this has led some support to oil prices. john at the global saying it really stopped the slide last week in its track. that sell-off. after we got the news about iran. we continue to monitor that as well as number of refinery shut-downs that have helped put just a little bit of product prices. keep in mind we have plenty of gasoline and heating oil. really just points to the weak demand picture out there when you see a number of refineries shutting or extending their maintenance operations or having those mant trans operation

. >> for the record, ron likes qualcomm and jpmorgan and sean clark, you like intel and you like commodities? >> what we like that whole base material theme, whether it be the stocks end or commodities p. we own copper, base metals. we just had a position in gold, companies, coal, steel, consumer discretionaries, that whole economic recovery theme is where we're placing our assets. >> okay. guys, thank you very much. ron, sean clark, straight ahead, erin? >> all right, mark. straight ahead, the banking committee ranking member senator richard shelby will be live in our studios in washington to talk about the financial regulation proposal. it is that and health care that the administration says we're going to vote and pass. will they? and we'll get a deal on that health care. tdd#: 1-800-345-2550 if i'm breathing, i'm thinking about trading. tdd#: 1-800-345-2550 i always have my eye out for a stock on the move. tdd#: 1-800-345-2550 doesn't matter if a company sells computer chips tdd#: 1-800-345-2550 or, i don't know, fish and chips. tdd#: 1-800-345-2550 i'll look at all kinds of stocks befor