but if between the two, northrop grumman and raytheon, raytheon has great growth and it's a great international defense story so i would pick raytheon. larry in iowa. larry. >> caller: yes, good morning. >> well. >> my question, jim, is about the silver bullion at market. years ago it was approaching $50. it's now under $20. do you see that market improving? >> no, i don't want silver. i prefer gold. i have -- since the show began i have always said you need some money in gold. now, i have to tell you, i think the best way to do it is to own the bullion, if you can't own the bullion, own gld, if you insist on stock own rand gold because that's a low cost producer. ian in indiana. >> caller: jim, gonna hit you with a booyah. my question is on western digital. what needs to happen for this stock to go higher? >> they need to streamline this acquisition and cut costs and blow away the numbers because right now i have to tell you, western digital, don't buy. sometimes there just isn't that much money to be made. case in point, next week. so sit back, listen and learn about how a company is doing be

>> beats and raises out of aetna, out of raytheon. >> raytheon, this is the third straight defense contractorgot to go on the conference call. lockheed martin was amazing. north r northrup drummond was amazing. >> i'm going to take over for a minute. the on tecontent, which is onlyg more highly valued, as in the case of dreamworks, but dreamworks is going to be up sharply given that $41 a share all-cash deal. they expect the deal to close in the fourth quarter of this year. it's a big price. when you look at the highest price targets out there, they were based on a ten multiple to ebidta being discounted back. there will be questions about how much our parent company is paying. having discussed this briefly with people involved in the situation, they tell me the sg & a at dreamworks was very high, we'll be able to cut there substantially and they see significant synergies on revenues, whether it comes from distribution, products. mr. katzenberg in longer will be a part of running the company on a day-to-day basis. he'll act as a consultant. that was probably a key part of this. each tried pre

then raytheon and third, northr northrup. if you're in the wrong stocks. earning seasons for the six big u.s. banks is concluded. tonight i'm going to tell you which place could pay. stay tuned. and then is it enough for the challenges? i'm answering my take. and bill pulte passed a scholarship to build his first home in 1950. now there is a battle in the board room. i'm heading ring side to take a closer look. so why don't you stick with cramer! >> don't miss a second of "mad money." follow @jim cramer. send jim an e-mail to "mad money" at cnbc.com. or give us a call. miss something? head to "mad money".cnbc.com. >>> last week jpmorgan kicked off the portion of the earnings scenic with a quarter that is a lot better than people field. ever since goldman sachs reported yesterday with dismal results, basically, we've not realized we've heard from all the financial groups. so now we've got a complete picture of the performance this earnings season. what are the crucial takeaways for this group of the s&p? trading revenues, investment revenues, what the banks

raytheon is asking congress to navyase purchases of a missile interceptor, even as the pentagon investigatespons failure in testing, according to people familiar with the company's efforts. after a $12es million missile was lost during a test in october and officials say it appears to be a bad component that inadvertently made it through quality acceptance process. ortho says it will stop using a class of chemicals widely believed to harm be used. the company plans to phase out the chemical by 2021 in eight products used to control garden pests and diseases. also a division of scotts miracle-gro company will change three products for roses, flowers, trees and shrubs by 2017. in other products later. that is your latest business flash. betty. betty: the recent rise in television production, all your favorite shows, may be providing us with plenty of shows to been watch. -- to binge watch. there's overwhelming filming facilities. jerry smith looks at the shortest. -- at the shortage. you could've seen this coming. jerry: there's a huge increase in the amount of television production in the las

raytheon was not as bad as the analyst toos took it down. it is not my favorite. lockheed martin.hope to see it this weekend. let's go to lee in california. >> caller: boo-ya! >> right back at you. >> i like blackstone. we're getting a better ipo market. i would rather be a buyer. frank in michigan. >> caller: good evening, professor cramer. >> hi. >> caller: i'm wondering about haines. >> they report next week. i think the stock is down so low that it might be okay. but it is in the penalty box. >> with see the how it does before we pull the trigger. and that ladies and gentlemen, is the conclusion of the line round! >> the line round. sponsored by td ameritrade. the. >> tom in ohio? >> caller: listen to you in the morning and the evening. >> can't get enough of me, huh? talk to my wife. she's had it. to phil. >> caller: your thoughts on buying harley-davidson? >> i was on one this weekend my friend michael haley who just bought one and it was just great. i am giving you permission to go buy a hog like the one i was on. and i tweeted it. and i looked pretty good. the speakers wer

so all of these plans are going to be -- and a lot of these big companies like gillette and raytheon and all -- funny the people who sat down with their employees and worked out a plan for their health care plan, the people who did the right thing, they're the ones that will be hit with this tax. it's a huge, huge problem. and it's, it's multiplied because of the, because of the amount of the tax. now we have delayed it. so more and more people will be captured. i'm wondering from the irs position, we, are we educating consumers about that? because when it hits, it is going to be like a tidal wave and wipe out a lost health care plans? i'm wondering if we have plans, contingency plans for that event? olson: i think this is something because it so far off it is not something the irs is thinking about messaging. >> yeah. ofthe dilemma is the cost health care keeps going up. you are telling them because of the tax you want to spend less on health care. it is tough to reconcile. >> from the taxpayer's perspective not indexing it and i understand the policy reasons why you wouldn't, it is

so all of these plans are going to be -- and a lot of these big companies like gillette and raytheon and all -- funny the people who sat down with their employees and worked out a plan for their health care plan, the people who did the right thing, they're the ones that will be hit with this tax. it's a huge, huge problem. and it's, it's multiplied because of the, because of the amount of the tax. now we have delayed it. so more and more people will be captured. i'm wondering from the irs position, we, are we educating consumers about that? because when it hits, it is going to be like a tidal wave and wipe out a lost health care plans? i'm wondering if we have plans, contingency plans for that event? >> i think this is something because it so far off it is not something the irs is thinking about messaging. >> yeah. >> yet on other hand if you're really trying to drive people's behavior you should be starting the messaging now so that it sinks in to make the plans not be hit in 2020. >> yeah. the limit is cost of health care keep going up. >> right. >> you're telling them, employers a

specifically these big corporations light bowing and raytheon. these are companies you guys support. this is a never ending war on terrorism. you guys benefit from it. host: thanks for calling. do you both consider yourself code offense? are ini think we both favor of making sure the men and women of the armed forces of the united states have the training and equipment and quality of life they need. to make sure that our military is ready and capable. i certainly would say we support our men and women. the key challenge has always how to use the force, how to make sure the budget decisions are correct. that we are funding important capabilities, but not an open-ended checkbook. is thosewould say it things. it is a military that has the resources to act. what you want your military to do? americani both support internationalism and leadership. that means a proactive role for america using all of our tools across the government. the u.s. military is the most visible. thethost: i am not sure what pacific budget was, but as my service came to an end