Im jim cramer, and welcome to my world. You need to get in the game firms are going to go out of business, and hes nuts theyre nuts they know nothing i always like to say, theres a bull market somewhere mad money, you cant afford to miss it. Hey, im cramer. Welcome to mad money. Welcome to cramerica. Other people want to make friends, im just trying to save you a little money. My job is not just to entertain you but to teach and educate, so call me. So we go over the sequestration cliff and what happened . So far, not only did the averages not get crushed but they actually went higher. Dow gaining 35 points. S p rising. 23 and nasdaq increasing. 30 . How can the market keep rising when theres so many things going against us . Consumers are getting squeezed. Higher gas prices. End of the payroll tax holiday. Now we have to cope with the allegedly draconian Government Spending cuts. Not so fast. According to the michigan survey, Consumer Confidence surged. Maybe they arent watching tv. Maybe they arent looking at their own diminished paychecks. Direct deposit. I have another theory. I think the pessimists who constantly focus on the litany of woes are missing something that should be offered to them. It is called the virtuous circle known as the wealth effect. If you own a home, and 67 of the people in this country do, you are probably feeling good. Because all over the country houses are going up in value, making you feel richer. If you are one of the millions owning stocks, 401 k , your portfolio is probably worth more than it was six ago. People are feeling wealthier. Because they are wealthier. And you ignore that fact, lets say, many of the bears do, at your own peril. With that in mind, lets go over the game plan for next week. Of course we have the fabulous becky quick interview be Warren Buffett monday morning. We have earnings too. Not that many, but we have earnings. We have this scenic group. This is the stock formally known as dress barn. This company had become one of our favorite retails for its ability to take over washed out brands. I think it let us down. Many retailers are closing in on the highs. We didnt see a solid quarter out of these guys. In order to justify any conviction they can end the tailspin. We get results from brown forman. You can see it there. Little, tiny. But you can see it. We absolutely love the liquor trade here. Whether it be beer with bud or hard liquor or brown foreman, the maker of oneTime Favorite jack daniels. Before i discovered the wonders of sipping cheap scotch on my dirty linoleum floor. There is negative analyst on brown foreman. Boy, they hate this thing. You think they must hate jack daniels. But i think they have to eat crow when we see the numbers. Okay, let me point out, it is not as good as diagio. And if it does disappoint, go for diagio. Petsmart, all right, this is kind of interesting. A lot of people have been talking smack against pet smart. The stock has been hammered here. But we think it is in the uptrend. So we will happily take the other side of the pet smart trade. Now, two supermarket chains strut their stuff this week. Safeway with an investor meeting on wednesday. And kroger with its earnings on thursday morning. Both companies have been improving. Both of them are taking aim dead on at whole foods. Emphasizing their own organic and Healthy Eating concepts. I expect kroger to have another down draft at whole food stock. Ugly chart, by the way. What should you do . I would wait until a after kroger, after safeway, after kroger is settling knocking whole foods on thursday, i would buy. There are analyst meetings happening next week. On tuesday, tractor supply, one of our favorite highgrowth retailers, holds a media and this company is the goto farming and garden store in this country. I believe it could take out its alltime highs after it takes out what i call the store. There is honeywell, where i believe ceo dave coney well, he will let you know some terrific things at his company. He will unveil some things. This is one of my all Time Favorite stocks, and it has been a fantastic performer. Exxonmobil, however, they got a shindig on wednesday, and i have to say im worried about this. Exxon has been unable it grow production at levels acceptable it many oil and gas investors and thats the key metric for oil and gas. At the same time, they are an ultra conservative company. Why does that matter . Because oil has been breaking down here. I dont expect exxon to say anything that could reverse the trend. They might see good news in natural gas but remember exxon does not believe that natural gas is going to be a major surface vehicle fuel. Effects, by the way, i think they can transform the American Trucking industry overnight by providing natural gas engines, but dont count on their support. The biggest news, next week, comes on friday. When we get the labor departments february employment report, payroll report, 8 30. One of the themes about this hose historic front is that they will have to take away the bond program. The bond issues that help keeps Interest Rates low that support stocks. I cannot tell you how many countless dollars have been left on the table by investors who are just plain scared out of their wits about this problem of unwinding the program. How do we get out of this . Many of the thinkers you hear from believe this is the transcending moment. How can the fed end it . What about the collapse of the stock market . We have had a lot of moment in the way up when the spirit of the fed has been transcending from the public. See, companies turn out profits like not focused on the fed. Youve got to take both eyes. You can keep one eye on the fed, how about that . I think upcoming Employment Data will promote a lot of fedinduced angst, along the same lines i just mentioned. There are people who believe if job creation is too strong. I know you might think this is good, but people dont. There is liquidity they believe is the rocket fuel for this rally and therefor the rally will fizzle. There will be others who believe if the jobs data is anemic then corporate profits will take a blip down. Or some people will say this number is in the Rearview Mirror and going forward. The sequesterinduced job losses are going to be very negative for the tape. Im looking for a goldilocks number, though. That would be just enough to justify bernankes bountiful stocks at least in course of action that is so eloquently spelled out. He wants to get employment down to 6. 5 . Unemployment is much higher than that as still and still allow corporate profits to keep on trucking. Here is the bottom line. Next week is all about this figure, frankly. We have a lot of good things here. Most of them are pretty good. But it is this that matters. And because so many people are worried about bernanke taking his foot off the gas pedal, we need to thread the needle. Not so much to make the fed feel like its work is done but not so bad that it indicates truly grim things for stocks and of course businesses that back them up. Brian in florida. Brian . Hey, jim. Brian from beautiful tallahassee. I lived on 181 peninsula. Whats going on. Papa johns pizza reported they had to restate their earnings for the past few years. Right. Wednesday bears called the stock down almost 10 . Did the price did the earnings restatement even matter . I did a lot of work on this, i got to tell you. I always say irregularities equal sell. I was reluctant to come out here and bound the table. Im quite familiar with reinstatement. This is minor, and the company did a really good job. But here is the information, partner, dominos is better anyway, so who needs papa johns. Lets go to south carolina. Alesandro. How are you. Good, sir, how are you. Good. The dow approaching an alltime high and the volatility this past week, how does one play the vix . I dont typically like it play the vix. A lot of people talk about it all the time. People say, listen, the vix is up big and that shows you the fear index. I dont trade the fear index. I dont do that stuff. I recommend owning individual stocks, okay. And we do the fundamentals of the stocks. That is something i can work with. The vix, im just trading sentiment. Sentiment to me doesnt have a price earnings multiple or earnings per share that i can get my arms around. Next week, it is all eyes on the employment report, okay . The market is looking to be sure that the fed keeps its foot on the gas pedal, and i think they will get a number that will make that continue to happen. Mad money will be right back. Coming up, beauty mark. If you missed out on the markets performance in 2013, it could be time to make up some ground. Tonight, cramer spotted a speck play hiding in the cosmetic case. Could it provide a beautiful return, or should you pass on the powder . Stick around it find out. Later, home depot versus lowes. The Housing Markets been busy building a Strong Foundation for recovery. As consumers fix up their most precious possessions. But which Home Improvement play is bringing in the most bucks . Cramer crowns a winner. All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Is have a question . Tweet cramer. Madtweets. Or email madmoney cnbc. Com or call 800743cnbc. Miss something . Go to cnbc. Com. Here at mad money we are always willing to listen to the other side of any story. In fact, i really like it whenever a company ive said critical things about takes the time to rebut my criticism in a thoughtful way. And explain why they think i should change my mind. Take Elizabeth Arden. The Beauty Products company that makes all kind of cosmetics and fragrances. Here is a stock that ran up to 49 earlier this year and then got crushed. The company missed numbers and cut guidance. That was back on january 31st. Arden lost a quick 16 of its value in a single day. Wow. And the stock has been trading around the 38 to 39 level ever since. Just hasnt been able to recover. So about a week later, i said some critical things about the company on squawk on the streak. Mainly it was the estee lauder and Elizabeth Arden in the same sentence. Do you go with the coach tiffany or estee lauder . I think estee lauder. They are a remarkably run company. And not Elizabeth Arden. I shouldnt say estee lauder and Elizabeth Arden in the same sentence. Sorry. What more did you do to stay away from the foulsmelling stock . There are two sides it every story. Elizabeth arden sent me a very polite letter. Not kidding. They gave me a turnaround story. Im convinced there could be a potential reversal of fortune for arden. This is why we are talking about it on speculation friday. Here is the thing, yes, latest quarter is not so hot by any stretch of the imagination. There is no way to put lipstick on this pig. Hold it, just a second. Speak of the devil. Oh, okay, i dont know these things. Im still busy trying to get the brazilian from groupon. This will improve its position in the beauty market. Let me read you a snippet from the letter. Quote, in 2012 2013 elizabeth rden is undergoing a major repositioning keeping everything great about our economic brand while refreshing packaging, advertisers, end quote. They highlight the companys strongest brands. Including prevage, the antiaging serum using the most powerful antioxidant on the market. Eighthour cream. Beautiful color, smoky eyes, powder pencil. A host of celebrity fragrances. Brands like Elizabeth Taylor white diamond. I knew that one. Justin biebers two fragrances. I dont know, i may be too old to smell like him. But we all are and it appeals to the middle school demographic. But the sense is about the companys reposition to take a second look at Elizabeth Arden. Turns out the product and packaging has been redone. Every piece of it. The company removed 30 of its product from the mix in order to make it simple for consumers to understand and more productive for retailers to carry the stuff. Arden redesigned counters. All internet training platform. Result is retail sales flashed in stores that fully implemented Elizabeth Ardens brand modeling. New ones are up 24 year over year in the united states. Up 9 internationally. To me, that empirical evidence the plan is working. There is an additional 200 doors by the end of the year. Well before this brand makeover is finished, Elizabeth Arden is a major player. They account for 68 of the Company Sales. That what it is, people. Arden is almost 70 market sales in the mass retail chain. They have 5 share in Prestige Department stores. Even though that 5 figure is smaller, it still makes Elizabeth Arden one of the top three or four vendors in the Department Store games. The Company Still has a lot of room to grow. Especially now that they redesigned their packages, makes it more upscale. Thats what Department Stores want. The next trajectory will be international. Which is 34 of the Company Sales but is getting larger. I like that. They are expanding rapidly in the developing world. Especially in china, india, latinamerica and middle east and africa. Consumption per capita is much higher than in developed markets like the united states. The fragrance market in brazil is now larger than the fragrance market in the whole of asia. Now in the united states, Elizabeth Arden has 20 market share. Thats pretty good. In europe they are less than 1 . Get this rare 4 across the atlantic can easily double or triple the size of their business over there. By the way, there is a bit of good news here. A Silver Lining play book. They have so little in europe, the woes of the cotton hasnt hurt them. I like where Elizabeth Arden is trying to go. But there is still questions about the quarter that left the stock tumbling. What went wrong . Is it something we should still worry about . They got hit with bad breaks. Amazing. The can company suffered from a key mass retail customer possibly caused by economic worries at the end of last year. Remember everything that happened as everybody was freaking out about the fiscal cliff. That still worries me because we dont know about that. The retail channel probably wont repeat itself. Third of, softness in china. Partly caused by the chinese new year. But now we know china is picking up steam. I dont want to be super concerned about this being an issue the next time the Company Reports two months down the road. Though it was the only company we deal with, it seemed to have a chinese soft patch against yum and caterpillar. They have a chicken thing going with kfc and the latter doesnt seem to have much to do with the way Justin Bieber smells or sings, for that matter. It dramatically slashed in 2013. Thats good news because management reset the expectations at a lower level and one i think they can beat. The stock is 39 has come down seven points from the quarter and now more than 10 point off its highs. At these level Elizabeth Arden is not factoring positives. This whole thing started when i compared Elizabeth Arden unfavorably with estee lauder. After doing homework, i realize, it isnt a fair comparison. Listen to this, estee lauder, all high end, while Elizabeth Arden trades at 13 1 2 times earnings and 12 growth. Arden has a lower multiple that is a heck of a lot cheaper on basis. You would do worse than Elizabeth Arden. Especially like the low levels. I do believe that lauder is worthy of intense praise and may have to include lauder in the gatsby index part two. Here is the bottom line, in the market that approaches alltime highs, we need to look at taking a second look at underreporting stocks. Some might have the capacity to bounce back. After Elizabeth Arden has explained itself, i think this company may turn itself around. Which is why im giving it my blessing as a buy. But only for speculation for turn around and turn around is about the roughest corporate transformations possible. After the break, ill try it make you some more money. Coming up, home depot versus lowes. The Housing Market has been busy building for consumers. Which Home Improvement play is bringing in the most bucks . Cramer crowns a winner. Even the hottest segment of a raging bull market stock picking still matters. I have it find the right thesis and bet on anything falling in that umbrella. Find the companies, the best in the sector. Anything less than the best can let you down. Even when you are dealing with a rising tide situation, you ought to be able to lift every ship in sight and then some. This is one of my rules for decades. But this week we have a terrific illustration of why it pays to stick with best of breed. Of course it didnt hurt anybody but i think this is a major concept here. This week we heard from lowes and home depot. Perhaps the hottest theme for 2013, would you have thought both companies could post fabulous numbers, but that is not what happened. They are both in same industry. Both build on the same. Though home depot is bigger. And they both benefit from the same positive tailwinds. Like the fact that we are on track to build a million homes this year. Listen, thats huge from 2012. And before that, while Mortgage Rates remain well, many areas buying a house is cheaper than renting. Housing is coming back so strong that people compare the period to a housing bubble. I think thats way too premature. Bubble talkers are totally misunderstanding where we are in the cycle. We are a long way from the lofty heights of 2006. Tons of pent up demand, and we have home shortage in many areas of the country as inventories come down dramatically. You would expect lowes and home depot both to be able to knock it out of the park. But lowes still disappointed investors. Why you need to stick with the best in breed, home depot, and you dont need to be in loser, lowes. There is a nice position buildup in home depot. What happened here in monday morning . Lowes told us they earned 26 cents a share. That is higher than expected revenues. They gave Earnings Guidance for 2013 fiscal year most importantly below what the analysts were looking for. In response the stock dropped 4. 8 in a single session repealing almost all of the gains for the year. To be fair it lowes, since then this forgiving market allowed lowes to rebound to the point where it is trading above where it was when it reported. But the stock did help knock the whole market down when it reported because the less than stellar results, they called into question the entire housing bull market. The next day we heard from home depot, and what a different story that was. Home depot earning 67 cents a share and 13. 9 year over year, unlike lowes where they were this decline. Home depots guidance is below what wall street is looking for. The company has a history of being conservative with the forecast, and people saw through that conservatism and bid the stock up immediately. The real difference here is beneath the headline numbers. At lowes, samestore sales up. So not bad. However, depot, posting a 7 samestore sales gain when they were looking for 4 . Not only is that a great number, best since 2004 but the gap between lowes and home depot is the widest in 13 years. Lowes cant break 2 . You know these companies are simply not in the same boat. And it doesnt stop there. Home depot sales per square foot came up 13. 3 the bottom. Still 16. 1 off the peak. Lowes is much lower, up only 3. 2 from the bottom. A lot more work to be done by lowes. Even home depots gross margin after cost of sales shrank by six basis points because there with is a lot of margin stuff. Think lumber at 34. 9 . Still a good 60 basis points higher than lowes. How about buy backs . Lowes raise to 5 billion Share Buy Back plan. Okay. Equivalent to 11 of the companys market cap. Not bad. But home depot announced a 17 million buy back and that is 16. 6 of the buy back and 34 dividend boost. Fourth dividend hike in four years. Bring yield up to 2. 25 . Even for home depots stock price appreciation is better than the puny 1. 6 yield from lowes. How is it that home depot was able to do much better than lowes . One word for it, execution. Home depot is a better run company than its competitor. The company is definitely seeing gains about it. So thats the right thing to talk about. However, home depot is way ahead of the can curve here, having put its own Restructuring Plan in place in downturn of 2008. That means home depot is has the edge with supply chain optimization, special order sales and late chest is a very good hit, buy online pick up in store program they started in the past program. Lowes is making progress. You could say, jim, youre picking on these guys, they are making money too. But lowes is not as good as home depot. But they are both in the same neighborhood. Excellent house, not as nice a house. Home depot is in a much better position to profit from a better Housing Market. Plus, the prices have restructured. The company is resetting merchandise, but they only completed 30 of resets by the end of year and in some areas like appliances, that means, maybe lowes didnt have the right product that people want. Home depot is seeing stronger product category than any time i can recall. And ticket transactions up 9 . And Home Depot Stores are better situated in most major areas. As customers come back, it is usually easier for them to get to home depot than lowes. Once the sandy relief money starts coming through, 6 billion from fema, i have to believe more of it will go to home depot than lowes. Im telling you, lowes may look cheaper but home depot is the better investment value. Here is the bottom line, when you have raging bull market, you want it stick with best in breed rather than less expensive. Home depot is a better run company than lowes. Thats why it is benefiting more from the housing recovery and why i prefer the stock of home depot to lowes any day of the week. John in virginia. John . Caller jim, booyah. From hey market, virginia. From the house of pain for your phillies. I wont disagree. I was watching that yankee game. Go ahead. Caller john deere, their ad says nothing runs like a deere but it is stalling in the grass, 21 months ago and where it started at this year. Reported good results in 2013. Good cautious outlook and down she went hitting bottom this monday. Is it time for deere to i was worried about it. I with a was looking at deere, with the Charity Trust and the price of corn is going down so deere is going down. They have a symbiotic relationship. If you want ag, im going to recommend biotech company. Lets go to adele in my home state of new jersey. Caller hi, how are you . Im wondering if you can tell me where you see costco a year from now . And do you think it will ever split . I think i see one closer to my neighborhood. Right now there are two that are too far away. I think costco has the ability to be the juggernaut. I like the stock. They paid dividend. Good news. Wouldnt surprise me, costco growing at the pace its growing. It is pretty quickly. I would say, that i could see the stock trading easily up to 110 without a problem. Even in a bull market, it is best to pay up for the best of breed. And in the world of Home Improvement, as much as lowes is a nice house, home depot is the best house in a pretty darn good neighborhood. Dont move. Coming up, you plan, you play, you try to be perfect. But can your strategy stand up to cramers test . Call, email or tweet jimcramer to find out if your portfolio has what it takes in am i diversified . It is time. Are you ready, skedaddy . We start with frankie in pennsylvania. Frankie . Caller how you doing . Whats going on with you . Caller good, good, good. Listen, i want to know about this 8 by 8. Do i buy, sell or hold . Some guys liked it look no, no. This is a speculative stock i do not care for. I will call it what it is. I dont think they can deliver. You want to be on internet, i will send you to cisco. Stock is inexpensive. Ten times better, better buy. Robin in california. Caller booyah to you, jim. Nice. Whats going on . Caller thanks for helping all of us ladies to control our own future. Thats what i want. Caller i started buying lionsgate film in november in increments as you taught me. Im up about 35 but i would like it keep it for a while. Should i . Lionsgate had a remarkable move. During hunger games, stock went from 12 to 15. Going up ever since. I will bless, continue to audit but remember, dont be greedy. When it gets off 50 , take off some. You have to because itll be too big a piece of your portfolio. Joyce in texas. Caller this is joyce in texas. Jim, im going to ask you about fossil. Now this dropped around 98, now it is climbing. Closing about 103 today. High is 104. I need your opinion on fossil. I think it is too volatile. I see michael kors being a much better company, and kors is down. You want to play what is known as beta and accessories, i would swap out a fossil and buy michael kors. Lets go to robert in florida. Caller booyah, jim, from south florida, how you doing . Wish i were there. Whats going on . Caller pretty good. I want to get your opinion on newcastle investment. I kind of like that. Because im a huge believer in real estate. Regional banks, another way to go. Josh in ohio. Josh . Caller hey, jim. Big booyah to you from university of finley in finley ohio. I like marathon. You know that. I like well, i like the oils. They are down on their luck right now. Whats up . Caller im a senior in college. Love the show. Thank you. Caller im following and doing tech analysis on dean foods, Ticker Symbol df. I expect a price increase. What do you think about dean foods and where do you see the stock going from here . We like dean foods because they are doing the whitewater spin off. Thought that was exciting but it is played out now. I would rather be in a higher yielding food stock. General mills, if it pulls back. Kellogg, if it pulls back. Kraft, i think they are all superior. Kevin in oregon. Kevin . Caller thank you, jim. Ive been watching you since day one, and i really appreciate it. Thank you. Caller whats the deal with pen west . Keeps going down. All these trusts have been trading down. Thats why im recommending things like enterprise. Like epd. By the way, the keystone pipeline, but enterprise at 4. 25 is better. Elizabeth . Caller several months ago you were excited about mexico and anyone else wishing to be excited in mexico invest in shares of eww. Yes. Caller do i sit tight absolutely. If it goes below 70 buy more. And there is a position in this, we think mexico, read the stories coming out of mexico. With what is the competition of pemex. Gross domestic product, inflation all going your way. I think mexico is a great buy and i recommend that you buy even more of that security. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Who belongs to the gatsby index. Nothing says preppy like polo. Nordstroms. I love my mall, i tell that you. And lululemon where you dropped 250 on saturday, couple pairs of pants, a shirt and yoga mat . We need rich people supermarket thats whole foods. And last but not least, starbucks. How do you say you want a mocha skim in mandarin . Caller booyah to you, jimbo. We love you. Need a spot for you on mt. Rushmore. Okay. Its jammed up there, but thats all right. Lets go to richard in kentucky. Richard . Caller yes. Go ahead, richard. From kentucky, you must be lucky. Wheres richard . Go ahead. Caller am i on . Lets get go to mike in new york. Caller booyah, mr. Cramer. Thank you for giving me a shout out during the segment you did last week. I did a shout out to mike . Caller i was watching with my wife, and she was very impressed with me so i need to thank you for that. What mike . Yeah, the whole piece that was mike. [singing] hoveround takes me where i wanna go. Where will it send me. One call to hoveround and youll be singing too pick up the phone and call hoveround, the premier power chair. Hoveround makes it easier than any other power chair. Hoveround is more maneuverable to get you through the tightest doors and hallways. More reliable. Hoveround employees build your chair, deliver your chair, and will service your chair for as long as you own your chair. Most importantly, 9 out of 10 people got their hoveround for little or no cost. Call now for your free dvd and information kit. You dont really have to give up living, because you dont have your legs. Hoveround replaced the legs. And now every hoveround comes with this handy tote bag and cup holder for access to your favorite items. And right now, get this limited edition hoveround America Travel mug free with your hoveround delivery. [singing] hoveround takes me where i wanna go. Call or log on to hoveround. Com to find out where a hoveround can take you its been a pretty solid couple months for the bulls. But you cant get complacent. Got to be sure you arent too concentrated in any one group of stocks. A stocks sector can be more important than the stock itself or its performance. Be vigilant and protect ourselves from too much overweighting in any one group. Less we be hammered. What tech was in early 2000s where housing financials at the end of the decade where oils and golds are being hammered right now. Thats why we play a diverse button. This is where you call me or tweet me. Tell me your Top Five Holdings and i tell you if your portfolio is diversified enough or if you need to mix it up a little. He says, am i diversified . Lets take a look. All right. Amt, american tower. Honeywell. J. P. Morgan, the bank. Lnco, oil and natural gas company. Aig. Hash tag, am i diversified . Mad sweets. Hes got all these hash tags. Massive hash tagger myself. All right, lets take a look. J. P. Morgan, premier bank, 52 week, all the way up. Honeywell, dave cody, doing a fantastic job. Lets call out a bank, leading industrial, american tower, very good call. Very good call this week and that is a cell phone tower company. Aig insurer. Oil, energy and gas. Are these two financials too much a like . Aig and j. P. Morgan. I will bless this. This is insurance and banking. We have a cell phone tower company. Oil and gas. Im saying, congratulations. Lets get to charles in michigan. Charles. Caller hi, dr. Cramer. Hardy booyah from deerborn, michigan. Thank you we much, man. We were up there when we went to that ford show. Whats going on . Caller well, here are my five stocks. Gld, mo, shfl, tldc. All right. We have to go over these and say what they are. We have the gold, which is gold etf. Mo which is altria. Shfl which is shfl entertainment casino play. Att and verizon. We have casino, gold, tobacco. Good. Verizon and att, no, no, they are pretty much the same. If one has a bad number, the other goes down. So we will add a healthcare play. Insert Bristol Meyers instead of att, and then we are in good shape. Thank you for making me doctor. Lets go to jeff in colorado. Jeff . Caller hey, jim. This is jeff out here in denver. Im playing diversified here, if i could. Yes. Caller all right, first one is excel energy. Second one is centurylink, ctl. I have had intel for the last 12 years. Another one is rpm. And then my last one is speculative, anh. Am i diversified there, jim . Let me check this out. Lets get a look at this. Excel and that is viewed as an Energy Company but thats excel trust. That is trust Retail Property trade. Okay. All right. So excel trust and intel, centurylink is telephone, rpm, industrial for housing. Excel and we got to get rid of excel. That doesnt work. Keep amworth even though it is speck. Others are okay. We will add once again, Bristol Meyers and take out excel trust and they we will be in good shape. Thank you for playing am i diversified. Well be back after the break. Jim cramer, youre one of my heros. I look forward to your show every week night. Thank you so much for helping beginning investors like me. When you talk about the markets, i just believe that youre spot on. Oh, i love it. Thank you so much. Every night we watch you. I have learned and earned. What do you really sell because of the sequester thing . What about all of the double and triple etfs and cdos and come up with a sequester to trade. They can have these pieces of paper at the drop of the hat, so why not give us the security to play the ups and downs of sequestration now that it is here . There can be higher unemployment claims. Number of planes taking off late. Number of lines at security airports. Closed National Parks and criminals that werent prosecuted because we didnt have the money to do so. So you bet for or against the impact of the across the board spending cuts. Allow us to go short or long across the index. Profit from the stupid thing. The actual fathers of this travesty remain hidden from view. We need to trade a federal sequestration misery index, something that genuinely capturing points gained or loss. Put a real dollar value on what seems something too etherial. No matter how hard those in washington try it make it seem. Like a dire dooms day machine. Why dot geniuses who create federal weapons of mass destruction at the drop of a hat, we need the sequestration misery index because every time we try to settle market as we did this morning on pure worries of the sequester. We tried to fit this dastardly square peg in the round hole that is earnings per share. Unless we can figure out the actual impact of the sequestration on business. I have to go to my age old mantra and ask how does the sequester impact. Bristol meyers. This stock wont be impacted no matter what we hear from the president or speaker or anyone with a microphone. It seems with the intention of scaring us and driving things lower with apocalyptic chatter. I always try to find myself trying to figure out what stocks are indeed affected. As usual, there is a dearth of stocks that should be number one really, the public enemy number one of the stock market. Because theres got to be some impact to the defense sector, right . Doesnt there . But then again, the defense stocks index keeps hitting an alltime high. I think what the bears got wrong here is they didnt have a security that could be crushed purely off the sequester. Nothing complied. So they got to create one. There is something you ponder over the weekend. From the looks of this market, the sequestration doesnt have enough relation to the profits of companies or the stocks themselves to allow the short sellers to get the just desserts they feel entitled to. Sorry, get us something to trade that goes down the sequester and im all ears. Until then, i say, stop bothering me already stick with cramer