The year where were overloaded with earnings information, most companies in the s p report this week. Remember that the professionals listen to every Conference Call check every model and do deep dives in each quarter which means that unless they get up at 4 00 a. M. And work until 11 00 p. M. They simply dont know about what should be bought and what shouldnt be, and i have to tell you, thats why a lot of mistakes are made. Thats why i tell you at home to stop, look and listen during these periods. As we try to run the gauntlet created by the cacophony of earnings season. Whats exactly in store for us for the rest of this week. Tomorrows all about apple and ten days ago the company made a major push into china and the worry is the sizeable chunk of buyers may have been margined out of this stock positions in the great crash of china and they migrate to the expense of iphone 6. Not this quarter, since it didnt include the chinese debacle and thats why it is so important not to trade off the headlines that came out which i believe will be terrific for apple and instead you have to wait to hear about the commentary about the month of july particularly in china. Those that are in apple watch results. Im telling you, theyll sell the stock immediately and the watch is still in beta form. Of course, its showing me the time in cupertino. Thank you. And not yet driving traffic toward apples phones. As you need to have an iphone to need the watch work making this a potential gain and not loss leader, but game leader for the signups for the whole apple ecosystem, the success levels im seeing for the watch are off the charts each though sales are disappointing. My advice on apple with z for those of you who sold the stock is to hold apple until it becomes an expensive stock which is a lot higher than where it is right now and listen to the commentary about nextgeneration products that are expected and theres a gigantic move over the last few days. Microsoft also reports tomorrow and were all wondering how quickly microsoft can get to its huge ambitions of being more of a Cloud Company. Its ahead of ibm which reported tonight for certain, but how much ahead . Well find out. I will say this microsofts last quarter was pretty superb and personal computers are now declining in the high Single Digits, more on that later, and that business is still super important to the company no matter what with the release of windows ten now upon us for free, no less. It would be hard for microsoft to position itself as cloud, cloud, cloud, which is the m. O. For aimes. We know about the painful writeoff it is finally taken, but wouldnt it be terrific to get clarity about the prospects for the takeover of sales force. Com . Remember that . I doubt theyll get it, but would be the Cloud Company we all want. Finally, chipotle has climbed 12 in the past two weeks which is too bad because when it reports tomorrow it will be hobbeled by some supply chain issues and lets hope you can find enough humanely raised hogs and thats the problem with carity in as and faster samegrowth sales growth as long as the belief that the company will talk about International Expansion and new restaurant concepts. Either way, the risk rewards will be made perilous by chipotles recent run. Its the last Conference Call thats going to be led by outgoing ceo jim mcnerney who is retiring as ceo after doing a remarkable job and its difficult for me to believe that the quarter will be a swan song and only if the yahoos take it down and some sort of herd panic that we have and typically in the first half hour of trading and thats been the case for the last few quarters. The longterm game plan is so ingrained that even if you mistakenly leave that mcnerneys retiring at the top of the aerospace cycle the stock is still worth owning and two stocks that have not distinguished themselves of late cocacola and American Express and coke can surprise for very impressive expense control, good advertising and gains with the affiliation with monster beverage but American Express while due for a bounce doesnt seem to have a handle on things at all. I prefer paypal even at these allegedly exalted levels. Qualcomm reports to and all i can say is this will be one more reminder that cuervo and the chips to the Cell Phone Companies and now expectations are exceedingly low, but be careful here as the stock often pops until guidance on the Conference Call pops the balloon. No need to be a hero and call the bottom on qualcomm. Speaking of underperforming stocks well hear about how caterpillar and mcdonalds are doing on thursday and i think that both will be as upbeat as possible, but it might not mean anything and caterpillar has been generating impressive cash flow and the big mining and oil projects and theyre being canceled left and right and you see the decline in oil right now through 50. The hope here is the commitment from china for more infrastructure and remember the coal Mining Machinery company at the exact top of the cycle and the state of coal each in chinas gotten quite bleak. Mcdonalds got a bit of an issue and the ceo made a very successful turn overseas and he even has to deal with the disillusioned group of franchises in the country. As i said last week too legitimate investment starters and the former involvement at the turn in wendys and the latter at burger king, two lesser properties than being in mc, this chain can be indeed fixed and that Balance Sheet allows for dynamite dividend while you wait. I like the risk reward from mcdonalds. After the close we hear from amazon, and i think it will be darn good because if only because whatever they do has brought so many loads of love from the Analyst Community lately with three different firms pushing it just this morning and expect more clarity on the model and a bunch of number bumps and netflix and starbucks which also comes thursday, and i find this one more difficult, and you know i love the stock. Its outstanding the decline of the price of coffee is sensational versus what you pay at the store and starbucks is hurt by the strong dollar and it has more expenses as it tries to entice better workers. I think you need to wait and see at this point after the monster run. I also want to hear whether the huge jump in the best acting Big Pharma Company eli lilly is justified by some results for its alzheimers treatment. Its reasonable to conclude that the run in the sleepy stock came about because of the leaks of effectiveness of this product. It better be. Because on friday we heard from biogen on this topic and the latter has been quite promotional they think it might have something here for alzheimers. It will be an alzheimers duel and we promise to follow up and friday were looking for confirmation that the gains run last week and american reports on and its got heavy integration issues and if they talk about tighter root structuring and lesser competition, i say go buy more delta. Heres the bottom line. Its a tall order week and one prone to costly snap judgments. Dont make them. This is a learning week. Dont turn into a gamblers paradise where the casino gets more than its fair share of winnings. Lets take calls. Ross in utah. Ross . Jimbo, a Big Salt Lake city booyah to you. Like that, whats up . My wife and i have popped a fresh bag of popcorn every night to watch the show. There you go. Thats the right way to approach the show literally. We have a large position in solar and with the recent news this morning that sun edison will be buying it for around 2. 2 billion, what do you suggest i do now and what do you think is the forward sector for the future . You know ive been a huge believer in sun edison and its been my absolute favorite they think is the one to own, and i need to continue that and we have a very very big gain and i feel that what will happen here theyre issuing some stock and some convertible notes and heres what i think. Own sun edison and thats the play, it really is. Theyve done a miraculous job, by the way and it used to be hated when it was part of the Big Semiconductor company. Lets go to randy in arizona, please. Randy . Booyah, jim. Booyah. What are your thoughts on barrett gold . No no the Gold Companies break even levels are way too high versus the price of the precious metal. If you do want to own gold as an insurance which i do think is right, its the gld. That is the cheapest way to do it. These actual gold stocks with the exception of rand gold are just it just costs too much to take it out of the ground and go read the quarters. Youll see, they lose money on most of the prospects unless gold goes back to 1600 which is not going to happen. Dave in illinois. Dave jim, Steve Carlton cramer a far cry from selling ice cream at veteran stadium. Never call me lefty and i dont necessarily share his political views, just for the record. Whats up . Your pops would be so proud. Jim, one week for today, anthera pharmaceuticals, anth and they look over the next takeover target using receptos as a model of companies having one drug already on the market and one drug in phase three trials and anthera and two other companies were selected and the stock is up 18 today alone. What are your thoughts . Im uncomfortable with that they did an equity offer on july 9th, and cant recommend that stock just on the takeover. Receptos, theyve done a huge amount of work on that company, saying that it did have the great new drug of its time and seeking it but i cannot recommend that stock on a takeover and not if they just sold stock within two weeks time. The Companies Reporting this week are going to get the bums rushed. Dont be one of those rules and take this as a learning week and at least stay for the guidance part of the Conference Call and youll make a mistake. On mad tonight, understand the rules of wall street. The takeover and well talk about receptos and celgene, the acquirer popped on the deal. Ill show you why thats rare and help you spot future winners in my ultimate takeover guide involving the fundamentals, and then its a Monster Company that makes everything from splenda to stents, but should all those products belong under the same roof . Im making my case for a breakup at one of the biggest names in business. Plus the one thing you do not want in your portfolio right now. Stick with cramer dont miss a second of mad money, follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. It took Serena Williams years to master the two handed backhand. But only one shot to master the chase mobile app. Technology designed for you. So you can easily master the way you bank. Last tuesday after the close of the market celgene, one of my most recommended senior growth biotechs announced it was acquiring receptos and my favorite spike in the biotech for 7. 2 billion in cash. Normally when you see the deal you expect the stock of the target to roar higher which is exactly what happened to receptos. What you dont expect is the stock of the acquirer to rally almost as much but thats exactly what celgene did that first day and 7 and it has moved back since and its now almost 10 since the deal was announced and that exceeds the amount paid for receptos for heavens sake. How is it that celgene can see it soar into the stratosphere, for a company that doesnt have products in the market and any profits. If you want to know why celgene has run up so much and why it can go higher you need to understand the companys outlook and more importantly, its Growth Profile improved dramatically after a major transformation. Each though celgenes 232 pershare offer only represented a 12 premium versus where receptos was trading the day before, the fact is its a 46 premium of where it was three months ago and not to mention where receptos was a year ago so celgene forked over a lot of money for receptos, and we know that this transaction is going to cost them money over the next couple of years. Only becoming earnings neutral, not positive neutral in 2018 and thats right. No payback before then yet celgenes stock has roared since the deal was announced. Why is that . Regular viewers know that celgene is r with immunology and inflammation and especially oncology. The company has a number of products on the market like breast and pancreatic cancer and acute Myeloid Leukemia and special kinds of arthritis and psoriasis, but celgene still gets the majority of its sales from the cancer drug that brought in an astounding nearly 5 billion last year and thats why this receptos deal is so important. Even though it doesnt go off patent until 2027 in the u. S. And 2023 in europe and celgenes dependence on this one drug had caused a lot of people to worry about the companys longer term prospects and thats why buying receptos was such a brilliant move. [ applause ] receptos lead drug candidate has blockbuster written all over it. It is a pipeline of drug and the possible best in class treatment for multiple sclerosis, irritable bowel, Crohns Disease and a whole other auto immune abnormalities. It can do 8 billion in peak sales across this in the not to distant future. It gives it a blockbuster franchise. The truth is celgene has made a number of efforts to diversify the portfolio, but the receptos deal is the biggest step forward in that effort by far. The m. S. And Ulcerative Colitis and they have explosive, medium term cat lit. Alystcatalyst and once this drug hits the market celgenes management, can bolster the earnings by 2019 and they think theyll become a key driver by 2020, thats why when celgene announced it was buying receptos the company told us they could expect to earn more than 13 bucks a share in 2020 and it was hitting that market and making a big splash in m. S. Crohns disease and Ulcerative Colitis which is the reason why they recommended receptos in january and lets put it in context so you can understand whats going on here if they earned this in 2020 then here near the alltime highs, the stock is trading at barely more than ten times its 2020 earnings numbers which means its going to start looking darn cheap as we get closer and closer to whats known as those out years. When you think about it like that paying only 7. 2 billion for receptos makes a transaction a steal for celgene and thats yet stock hasnt stopped running since the deal itself and why its not finished going higher. This is a textbook example of the concept that what i call about rerating on the company and its share price is all about the earnings estimates and what were willing to pay for the estimates and the price to earnings multiple and the pe multiple and its that equation that im always telling you about, and its e, the earnings times m, the multiple and the share price that youre willing to pay. We know the receptos acquisition bolsters it in the out years pretty dramatically. Whats more important here is that i think this deal will cause celgene to get a larger multiple, the m. We know what theyre willing to pay for the companys future earnings is very depend own the the growth rate. In the case of celgene, this is a darn cheap stock for biotech, trading 22 times next years earnings estimates despite its Phenomenal Growth because the people have been worried about this. Before this receptos deal was announced, celgene had promised the intermediate Earnings Growth, but the prospects were considered murky and the overhang, being waged by a Hedge Fund Manager and the Hedge Fund Manager challenged the patent from celgene and not because he wanted to make aen cheer, generic knock off of the drug and he filed the suit because hes short the stock and wants to knock it down. Is this a great country for hedge funds or what . It lost the premium price attorneyings multiple and people were worried it might not have enough growth in the distant future and with the wonder drug and celgene has a much clearer longterm growth story with highly visible Earnings Growth for the next decade and thats the kind of thing that investors are willing to pay a higher multiple for. Celgene, a company thats thought of as an enterprise is the bigcap drugmaker and the kind of drug that portfolio managers, if the fed raises rates and investors have turned out on all, but the best of the big pharma stocks. So heres the bottom line. Celgenes been flying ever since its acquisition of receptos was announced last week and if anything, i think the stock has a lot more room to run and wall street continues to rewrite the companys longterm prospects to the upside. What can i say . An incredible story just got even better. Theres much more mad money ahead including my take on one of the Biggest Companies on the planet and how a breakup can take it much higher and then the black hole value of destruction. Ill reveal one of the worst investments, plus what soupy sales has to do after the selloff tp stick with cramer. Ive said it before and ill say it again, Johnson Johnson needs to break itself up this time theres real urgency because last week the company yet again failed to deliver an upside surprise. Weve now waited two years for. Heres a company that is three different businesses under the same roof, pharmaceuticals, Consumer HealthCare Products and medical devices. Thats a pretty diverse product line with virtually no overlap, and as weve seen so often in the past i think these divisions can do much better separately than as one combined company thats confusing to manage or even understand. To me j j is a textbook example of the parts being worth more than the whole which is why the Company Split itself up in get rich carefully and why im reiterating that sentiment as the stocks basically unchanged since the book first hit the shelves in late 2013. So look let me just lay it out here. Once again, the case for an urgent Johnson Johnson breakup is here right now. First of all in recent years, j js Pharma Division has been the companys Growth Engine at a time when both the consumer and medical device has seen shrinkages being a real pain in the last couple of quarters. Johnson johnson needs to stem the bleeding from its medical device business and boosts sales as the consumer business while also sustaining the growth of its Pharma Business and it has been a its called disappointing. How can they do it. I think it would be very difficult to manage a single company, ill bet j j can accomplish these goals if they split these up into separate companies and one for fastgrowing pharma and one for all these Famous Brands that you see right here. The ones for the consumer even though it might seem like theres some logic to j j having three Different Health carerelated businesses under the same roof the truth is a medical Device Company, a Consumer Company and a Pharma Company have very little in common with each other and very different manufacturing needs and totally separate Distribution Channels and in short, that means j j is one company with three very different supply chains and thats not only nut, but also makes it very difficult for the company to figure out how it can cut costs and save money overall and from a management perspective its also very hard to decide what to invest to promote future growth. If j j were to split up into three separate companies and each one could drill down on its own specific Customer Base and figure out what works and i think j j should take a page from abbott labs into of a medical Device Company that would retain the ad name and since that spinoff took effect in january 2013 abbott labs is up 55 and it has more than doubled, if you own both abbott and abve you own 40 since the spin off, and even worse than the s p 500 which is up nearly 50 in the timeframe. Were talking about a Great American company not delivering. In short, the Value Creation from splitting a Pharma Company all from a medical device play has been enormous in the past and its also allowed abbvie to make better decisions and i was able to buy cyclicals for 20 million, and j , should have snapped that one up, but j j i think it was too timity and abbvie where people thought overpaid and i think the Pharma Business acting independently could make similar deals Going Forward and thats why Johnson Johnson should follow the abbott labs playbook, and as much i like the ceo and i do i have to believe that the consumer and medical device divisions would be better run on their own than lesser parts of a gigantic Pharmaceutical Company. At this point i wouldnt be surprised if an activist actually came in and pushes for this abbott labs and abbviestyle transformation. Most important, if Johnson Johnson breaks itself up and it would be much easier for wall street to understand and wall Street Managers can want something simple and if you want a drug company, you buy a drug company. Right now j j has three different businesses under the same roof and that makes it hard for them to understand and extremely difficult for the analysts to model and thats what they care about especially in earnings season and thats what theyre focused on but break it up and youll have three very easy to understand companies that the Money Managers will flock to. So what exactly would a broken up j j look like . It would abbe a best in class drug company and they have a host of potential blockbuster and development and metabolic drugs and anticancer compounds and Mental Health formulations including a new schizophrenia drug that was approved a couple of months ago and j j have seven recently launched drugs that should exceed 1 billion in sales and it planned to follow Regulatory Approval for ten new compounds for 2019 and in other words, to assemble such a robust pipeline and the celgene and Radius Health and g. W. Pharma. Right now j j is being weighed down by the performance of the two other weaker divisions and if it would stand on its own it would get a much higher valuation and the growth start big pharma even if its not a scorching biotech. Next up the over the counter consumer division. J j has a portfolio of very strong brands here. We all know them and household, think listerine, okay . Bandaids, neosporin, tylenol, holy cow among many anothers and theyve been able to stabilize the business for years, but j j division know its to lag its peers. Do you know this was down in the last year where Procter Gamble which isnt doing all that well itself after it saw a. 6 increase is as its own separate company, j j,s consumer business can focus more spending on more brain power on boosting sales and revitalizing plans without having to share rnd dollars with the other two divisions and i think the j j business will be a takeover target for some of the larger peers who are fantastic with the brand names, splenda, well whatever. Not every brand is perfect. Finally, what about the j j,s laggard medical division, and here they have an orthopedic business and makes stents and catheters and a substantial surgical product segment, even though the medical device business has been shrinking its still number one or number two by market share in many of the categories where it competes and it wasnt up to snuff. Quarter after quarter the sales keep declining although much of the decline came from the diagnostics business and j j has repeatedly said that it wants to grow the medical device business which means spending a lot of money and money that jumpstarting the consumer division. I think theres a ton of potential to unlock value here and its just not going to happen unless that medical device business is spun off as a separate company, where it wont have to compete with funds like mouthwash and cancer drugs. Based on comparisons, i think that this consumer business can be worth 10 a share. The medical device business, and i have the comps and the comparables, 63 and the Pharma Business, the strongest, and i think it might be worth as much as 78 a share which when you add it all up gives you the sum of the parts valuation of 151. That is a sweet and realistic plan that has to be obvious to management if its repeated hohum quarters. Heres the bottom line. If Johnson Johnson wants to propel its stock higher it needs to break itself up and it needs to do it now. Theres a dazzling Pharmaceutical Company buried in here and both the consumer and medical device businesses can be turned around much more easily as stand alone companies. I think the Value Creation from the threeway corporate divorce could be enormous, and roughly a 50 increase from the 100 price where j j went out today. Lets go to terry in north carolina. Terry . Hey, jim, thanks for taking my call. My pleasure. Caller i own stock in baxter international, and im happy to say that i finally took your advice and have split the company. My question is i now own shares in baxter and the new company backsalta, and i would like your recommendation on both of those. I was there when backs alta and it is starting to come back. I think the combination of these two should both be held. I like them and i applaud baxter for doing the right thing which is what i want some other companies to do. How about colin in florida. Kohl snin. Thanks for having me on. Whats the skinny on a kill onpharma . Is gill going to mesh with them . I would not recommend that on a takeover basis. Remember how we work. I would never recommend a strock that didnt have strong fundamentals on the takeover basis because if there is no takeover youre totally hung. Thats not the way i want to do business on mad money. I tell you over and over again, breaking up is not hard to do on wall street. J j, come on man, get it together. Its time to break up and create some new value. Hey, much more mad money, including wreaking havoc on a number of stocks right now and why im calling it a black hole of destruction. Ill reveal it straight ahead and what does soupy sails have to do with amazon netflix and google . My explanation will help you in the next selloff and lets start with the calls with the lightning round thats coming up. Stick with cramer why should over two hundred years of citi history matter to you . Well, because it tells us something powerful about progress that whether times are good or bad, people and their ideas will continue to move the world forward. As long as they have someone to believe in them. Citi financed the transatlantic cable that connected continents. And the panama canal, that made our world a smaller place. We backed the Marshall Plan that helped europe regain its strength. And pioneered the atm, for cash, anytime. For over two centuries weve supported dreams like these, and the people and companies behind them. So why should that matter to you . Because, today, we are still helping progress makers turn their ideas into reality. And the next great idea could be yours. [dad]i wear a dozen different hats doing small gigs,side gigs. Gig gigs. Quickbooks selfemployed helps me get ready for tax time. To separate expenses,i just swipe. Its one hat i dont mind wearing. [passenger] i work for me. And so does quickbooks. It estimates my taxes,so i know how much stays in my pocket. And thats how i own it. [announcer]stay in the flow with quickbooks selfemployed. Start your free,thirtyday trial today at joinselfemployeddotcom. Show trying to identify and explain key secular growth themes meaning long term trends driving whole groups of stocks higher, and i think the rapid rise in Cybersecurity Spending or the massive consolidation in the hmo space. However big secular themes arent necessarily positive. You could have a secular decline, and its just as important to spot the longterm downturns so that you can protect your portfolio from any company that might be hurt by the slump and recognize what we call a value trap where the stock might keep going down but it doesnt get cheaper. Thats why tonight were taking a closer look at two of the ugliest themes out there in totally different industries. The secular declines in personal computers, and in coal. In coal to help steer you away from the companies that are being affected either directly or even tangentially. Lets start with the black hole value of destruction that is the coal business. As i mentioned before Coal Production in the u. S. Has been falling steadily for years from 2008 to 2014 domestic Coal Production fell by an average of 2. 2 a year and lately the decline has accelerated dram eighticly with coal product down a staggering 8. 4 year to date. When it comes to coal the trend is not your friend and this downturn shows no signs of abating any time soon and thats because Coal Production is not coming back and thanks to the host of regulations and a rise of natural gas which is both cheaper to produce and cheaper to transport. Coal is increasingly looking like a thing of the past especially since 94 of the companies coalfired power plants were built before 1990 and they were courtesy of the new pollution regulations, of the coal plants that existed, 17 were closed this year and you have to believe more will be shut or Going Forward and although a considerable amount of power will come from coal in short, king cole has been dethroned. Weve already seen dozens of bankruptcies in the coal space since 2012 with another prominent member of the group, filing for chapter 11 bankruptcy, and they traded a staggering 140 as recently as 2011. Now the stocks been delisted and overthecounter market for pennies a share. Another big coal producer Alpha Natural Resources that traded in the 60s a few years back and delisted from the nyse. Theyve become difficult to own thanks to the weakness of coal which in the past has been one of the largest cargos and you cant ship coal by any other method. The mining equipmentmakers and this groups been crushed and while weve been see weakness in all sorts of match rl resources, the equipmentmakers in coal have been eviscerated and take joy global. A very good company and it gets its sales from coalrelated markets and the stock is down 26 year to date and its been more than cut in half over the past 12 months and caterpillar caterpillar, sure theyve got good businesses but its down in the past year and coal is a key area of underperformance, after coal mining equipmentmaker bucyrus is right at the top of the coal cycle although iron ore hasnt been helped either. The unstoppable rick james. You might ng an advanced piece of personal Technology Like a personal computer would have nothing in common with a lump of coal the the commodity and youd be wrong and thats because pcs have begun a different kind of commodity and theyre experiencing a nasty secular decline and just about everybody has recognized the personal Computer Market is in the downtrend thanks to tablls that make owning a pc less necessary and the severity of the decline has surprised a lot of people and taking the breath away with worldwide pc sales plummeting 9. 5 year over year in the Second Quarter and think about it thats a whole percentage point worse than the decline in coal. Not only is this killing the personal computermakers with hewlettpackard down 24 year to date, and the company is splitting off in two different divisions and lenovo and asis the pcmaker is down 18 for the year but its also crushing all of the componentmakers and whether its flash, dram and hard drives and take micron the ultimate commodity semiconductor and flash memory chips gets 30 of its sales from the personal computer space and that stock is down 46 for the year and thats after the big pop micron got last week on the news of an unlikely takeover bid from the unigroup. Thats the big chinese semiconductormaker and when youre selling into a declining end market that has a big glut of supply your sales get slammed and your margins get cut to the bone. In fact the stock is pretty much back to where it was when it got wind of the bid and lets not forget seagate and western digital, down 20 for the year even intel, a best of Breed Company with phenomenal management cant overcome its exposure to the personal computer which is why the stock is down 20 for the year after what many people thought was an upside surprise and the positive from intels growth end market and the data center and the internet of things are trumped by the negatives from a slowing pc business and its pretty telling when intel reported last week its fabulous chief financial officer, says it cut the an mall forecast from the midsingle digit decline last quarter to down high Single Digits right now. I dont even know if the altera bid, as smart as it was to make up the difference and heres the bottom line. Theres nothing worse than the business thats in secular decline which is why you want to avoid anything with coal exposure and anything connected to the personal computer. The irony isnt lost on me. One of these items has billions of dollars in intellectual property involved and the other kills a lot of people from pollution. Then again, the typewriter was mightier than the pen and where did you get that . Solar power is a heck of a lot more efficient than fossil fuels eons ago. Mad money kwot is back after the break. Can it make a dentist appointment when my teeth are ready . Can it tell the doctor how long you have to wear this thing . Can it tell the Flight Attendant to please not wake me this time . The answer is yes, it can. So, the question your customers are really asking is can your business deliver . It is time its time for the lightning round on cramers mad money. [ indiscernible ] play until we hear this sound and then the lightning round is over and are you ready, skeedaddy . We start with the lightning round and we start with mario in new jersey. Caller jim how are you . Real good. How about you . Caller good. Alibaba alibaba. The only way i want to play alibaba and worry about the tax consequences and yahoo is a cheap way to play it because its worth nothing after they get rid of the ali beena. Kevin massachusetts. Caller thanks so much for taking my call. Of course. Caller ill be starting college in september, and i want to invest in my future and with stocks invested at highs, am i too late to the party . Im really interested in underarmour. The stock ran up and it was languishing and it suddenly goes to a 52week high. You have to wait for a pullback which the company will give you. There is a lot of heat right now because theyve endorsed the right people but lets just wait until it comes in a bit. Why dont we go to david in florida. David . Caller jim, thanks for talking to me. My question is on generic cigarettes. We like vector group. I dont like to recommend tobacco stocks and Philip Morris had a good quarter and this one had a good quarter and 52week high and again, i dont like to recommend them bii have to admit theyre compelling on a fundamental basis. George in california. George . Caller mr. Cramer big Southern California booyah to you. Excellent to have you on the show. How can i help . Caller my stock is wwe. Ive been against this stock for a long time. I was right on the way down. I did not call a bottom and right now im too cold on the stock. I dont feel like i have a lot to offer. Lets go to corey in massachusetts. Cory . Caller jim, i just want to say thank you for the call on receptos. That was amazing. I appreciate that. Caller yeah. Absolutely. My question is on Horizon Pharma long term . Im glad you asked me that way. I talked to tim wahlberg this morning and hes the ceo and no doubt about it that the last two acquisitions were brilliant and i think he has to pay too much to get it. That said if the stock pulled back again. Yes but at the alltime high i cant recommend it. How about we go to zack in washington, zack . Booyah jim, from the nations capital. Im calling about onof your favorites, cisco. What should i do . Heres the probe lem with cisco. Everyone has decided theyll miss the quarter and i dont know where they get that. Its got a terrific new ceo, and i happen to think the stock is very cheap and its got a good yield and John Chambers is the outgoing ceo and well be able to get robbins and robbins will do a terrific job. I know that the stock seems stalled and do not give up on it. I like cisco. Lets take another. Lets go to martha in florida. Martha . Caller hi, mr. Cramer. I enjoy your histrionics every morning on squawk on the street qwest , and i never miss your unbiased opinions on stocks and bonds on mad money. Thank you. Caller what can you tell me about anle. The ceo is leaving and i liked it when mike farrow used to run it, and he was absolutely terrific. And the new ceo, i dont like it and i want you to stay away from it and that ladies and gentlemen, is the conclusion of the lightning round lightning round is sponsored by td ameritrade. Ts all about understanding patterns like the mail guy at 3 12 every day or jerry, getting dumped every third tuesday. This happens every third tuesday. We have Pattern Recognition Technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. Theres no way to predict that. For all the confidence you need. Td ameritrade. You got this. Were not rich but we want to be able to enjoy our retirement. Futureadvisor has identified 9 best practices to help you retire sooner and with more money i was leaving a lot of money on the table. Futureadvisor uses awardwinning technology to give you investment insights once only available to millionaires. Just link your accounts and futureadvisor will show you how youre doing and where to improve. Its like our own team of Financial Advisors 247. We finally have a plan we feel good about. Get an instant assessment of your portfolio and a plan to fix it for free at futureadvisor. Com. No, siree. You had one glass and thats all you can drink for 25 cents. [ indiscernible ] in the old days we used to call them by their acronym, fang im talking about facebook amazon netflix and google. The stocks investors reach for for virtually every selloff and only philadelphia who recognized one of our own would think about f. A. N. G. , and the famous soupy sales. People immediately started posting videos of the famous comedian puppet. What i can say . I know i date myself with this reference, but why throw away the older demographic and why not use youtube to reignite the love for the late soupy who always had his muppets coup to each other especially white fang. Thanks to the conflicts of events and a predicted slowdown of most other technology because Many Companies are linked to the secular decline of personal computers and the super freakin strong dollar is taking up the super freak. The strong dollars taking away the upside of the industrials that had been our leaders. Dont forget were going to get a rate hike this fall and that will further boost the dollar and Hedge Fund Managers are trying to get ahead of the monumental change and we dont know if facebook will deliver when it went next week and amazon cut not one, not two, but three analyst pushes this morning which is reminiscent of what happened to the end in f. A. N. G. Netflix last week after netflix reported some amazing subscriber growth, and i wouldnt be surprised if amazons stock has a similar reaction since it reports on thursday and the stars seem aligned on the growth story which had been stalled stalled for a bit. The aforementioned netflix blew through the previous highs and before carl icahn rang the register on a brilliant trade late last month and netflix is well prepared for a rollout which could mean a upside for its stock. How about google . What can i say . This companys been a spend a holic and any sign of spending discipline as it did last week when the ceo, and later Morgan Stanley exerted an influence that indicated it might be better to return excess cash to shareholders rather than spending on on pie in the sky projects and one even that the Company Might bring, believe me its what drove googles stock higher and after taking a breather well be ready to roll again. Its not done. With the slow growth backdrop people are reaching for other junior fangs too. I see some nation farm team players like the company thats the brains inside the gopro and most of the sophisticated drones that are coming on and the newly minted paypal first started trading today exhibits highgrowth prospects that wont be hindered by a rate hike and the pharma apocalypse in the mix, biogen celgene, gilead and regeneron. New drugs matter to these companies and theyre buying them or building them with e lack riddy. They wont be kept back with the strong dollar or the fed bent on tightening or a slowdown foreign or domestic. Finally, i think its safe to say that the inverted Drug Companies like valiant and valiant are much sought after the growth pharma plays. Theyre the two that cracked the code, the tax code that is and rapidly integrating them a at lower taxes bahhis on foreign earnings to show dramatic eps growth because of course, their headquarters are overseas and f. A. N. G. s in the lead again and im not going to attempt to provide an akon imfor the rest and it wont be restrained by larger economic forces and youve now got your list. My advice is to buy them only when the markets getting hammered and not when theyre running. They come back the fastest, but they go down the hardest, too. Stick with cramer. Why do i take metamucil everyday . Because it helps me skip the bad stuff. Im good. Thats what i like to call the meta effect. 4in1 multihealth metamucil is clinically proven to help you feel less hungry between meals. Experience the meta effect with our multihealth wellness line. It took Tim Morehouse years to master the perfect lunge. But only one attempt to master depositing checks at chase atms. Technology designed for you. So you can easily master the way you bank. After the close, ibm rolls back its whole game from last week. Speaking of disappointing, i do not think oil can hold 50 and it goes to 48 47 and theres always a bull market somewhere, and i promise to find it for you. Im jim cramer and i will see you tomorrow narrator in this episode of american greed. Hey, everybody. James the cash king here. Narrator Investment Advisors james duncan and Hendrix Montecastro claim to have the tools to make investors rich. Were the 1 . Theyre the 99 . All the sheep go to bank of america. All the stallions come work with us. Narrator but the homepurchasing program they promote leaves investors on the hook for more than 100 million of debt. That wasnt financial freedom. It was financial chaos. Narrator while clients face foreclosure and bankruptcy, this slicktongued duo burn through nearly 30 million of their money. Thats not bad