Power, too few sellers for me to believe that they are real tells of the underlying market strength, even if the averages didnt look so hot. And on a day like today where the averages rallied nicely before coming down hard, nasdaq climbed only. 01 mostly because of end of the day worries about a potential war with syria. Its worth picking apart the new highs in the s p 500. Lets go through it. First, of the alltime highs, theres tjx. Yes. Its the biggest winner in the space right now courtesy of all the loser retailers out there. Tjx buys the close out goods from retailers who have faltered, paying very little money for their materials and then marking them up in its own stores. There are Bloated Inventories galore, all over the place. These Mainstream Stores cant bring in fall apparel until spring and summer merchandise goes to tjx. Next quarter should also be even better. Maybe the single best in retail. It doesnt hurt that home Goods Division of tjx has the perfect combination of merchandise for those willing to put more money into their homes now that housing is going up in value. Next up, cigna. All about Health Maintenance operator pricing. As well as the gains in the companys portfolio when it invests money from your insurance premium. Both are going up. Despite president obamas suggestion that Health Care Costs are going down, cigna has been able to get higher prices for its health insurance. Ever higher prices. At the same time it has a major exposure to real estate. Those seem to be Getting Better and better and better after taking a beating for a long time. Then theres cabot oil gas. One of the Fastest Growing oil and gas names in the world. Cabot has a new market in new england, rapidly changing heating to cheap natural gas that will be from cabot when it gets its pipeline built. How about amgen. All time high. Acquiring onyx pharma. A fresh growth injection. This combination gives amgen a fastgrowing and once again amgen, remember, has now become a growth stock. Thats exactly how the best bang for shareholders bucks. Lockheed martin finds itself on the alltime high list by default. Supposed to be decked by the sequester. Wasnt the sequester supposed to shoot them to kingdom come . They werent. That fact has deluded and shocked wall street, which has been betting against both companies. If earnings keep coming through, stocks keep trading higher. Finally theres viacom. Entertainment company which has been a voracious buyer of its own stock. To the point where earnings has been so dynamic and the mutual funds and hedge funds, they cant get enough viacom. Want to get a sense of what else might be happening underneath the averages, looking at stocks in the s p that hit 52week highs, not alltime highs. Three oil related plays. Hess, busy trying to bring out value to fend off an activist investor. Chesapeake now viewed as potential takeover candidate by wall street because its long time ceo and cofounder and protector is no longer with the firm. Third, halliburton. Rumored every day to be in ges cross hairs. Given how high oil is theres good reason for an Oil Service Company to be hitting a new high anyway. Next up, head scratcher. Eye raiser. Quandary. Fedex. The last we heard from fedex was brutal disappointment. Such is the power of potential turn in the Global Economy that people want to play wit a transport that has worldwide reach. So theyre reaching for federal express. How about this Dollar General that hit a new high today . This one makes some sense if you think the downward pull of Income Growth, higher taxes and higher gasoline prices is forcing the vast middle class to trade down. Can you believe it . Down from walmart and target to lowly Dollar Stores. This one could once again be part of a takeover situation as david faber indicated this morning on squawk on the street. Couldnt possible combinations with family dollar, dollar tree and even walmart. David faber did the age of walmart. Anyway, that would take these stocks which still arent all that expensive and propel them out into the stratosphere. The economy isnt near, just even a little bit as hurting as we hear. After then youre doubling in Interest Rates at the bottom. If washingtons about to come back and become another hot bed of gloom and partisan infighting starting september, who would want to sell the Dollar Stores . You want to buy them. Netflix has taken up residence on the new high list. Growing subscriber list and it is a cold stock. I wanted apple and microsoft to buy netflix. Since then its tripled. You make that same argument if it trades at 382. Its overvalued. Best buy, that wont quit. Some of the propellant comes from the 49 decline it underwent last year. Second worst performer in the s p 500. At this point the 200 rally at the bottom falls at the feet of the hard goods renaissance in this country as individuals seem to have abandoned apparel for hardware. Harley davidson sitting on the 52week high list for another the same reason. I cant see gatsby riding a harley. It is a terrific status symbol. Dow chemical has gotten on the new high list by virtue of its cheap feed stock. It uses natural gas and nat gas liquids to make plastic. Wynn resorts finds itself on the list. Wynn is the casino gambling destination for chinese. Humana is up there. Just like cigna. Go figure. I dont think it was the intent. Weve got an electric, eclectic list here. Eclectic, electric list of chemicals, hard goods, insurance companies, casinos, oil and gas, dollar store, shippers, biotech, defense and entertainment. To me thats the real take away, the exercise. We may not have finished up today. We may not even be able to transcend a sudden potential air strike in syria. Before the secretary of state spoke about syrian transgressions the market was still chugging along to the positive. Heres the bottom line. You cant hate a market that has so Many Disparate groups and descendants. Theres too many stocks to believe that like many people i talk to this rally is on its last legs. Its on different legs. Maybe unsteady ones now. Ones that can provide a basis for the up move. Jordan in georgia. Jordan. Caller booyah, jim. I bought first day of trading. Watched it drop like a rock. What happened . Where is it going . I never we had a call on this last week. This is not my space, candidly. If you just want to get a provider of fleet and mobile asset management. Its meant to be a cloud play. Lets wait to see what we hear from salesforce. Com. That may need the cloud play you need. I need to speak to marilyn in my home state of pennsylvania. Caller booyah, jim. Im from a suburb of the great city of pittsburgh, pennsylvania. Yeah. Caller i want to know about altria. Im a senior and my investments pay my bills. And i think about altria and then i dont know enough. So i jumped to at t and verizon. What do you think of altria . I was with someone who worked with altria this weekend. It was very funny. We were talking about how well run it is. Altria doesnt know if you bought the stock you can take the dividends as among the three of altria, verizon and at t, at t has come to a downward 5 plus yield. I think thats the Better Bargain of the three. Steve marino in new jersey. Steve . Caller hi. Ive been working in open source since 2001 in the i. T. Industry. I was wondering what your thoughts were on the open source sector. In particular, red hat. We like red hat very much. I think hes a terrific ceo. Stephanie lee, coportfolio and i have been bouncing back and forth. We think theres a degree of that were not comfortable with. Thats a darn good company. They are always welcome on mad money. Jim ran delta before he got to red hat. New highs dont lie, people. Ill tell you, these are all Stellar Companies across many industries, across many sectors. It shows strength, and thats good for them bums. Bulls. Mad money will be right back. Coming up, supercharged . Hot car. Hotter stock. Tesla has more than quadrupled in 2013. If you think you know whats driving the high speed shares you may be in for a surprise. Cramers hopping behind the wheel to see whats really powering the surge. Later, digital disaster. Foul play or not, when technology breaks down it can be costly. Amazon lost millions when its site went offline. Nasdaqs shut down brought billions in trading to a complete halt. Tonight, cramers zeroing in on the top plays to keep your portfolio protected. Plus, you ask. He answers. Im wondering about susq. Susquehanna. I got to do the homework. Im not ready to give you an answer. You sent cramer back to the books. Now hes got the answers you need. Plus, jim responds to your tweets. jimcramer mad tweets. All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer. Madtweets. Send jim an email to madmoney at cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. When we made our commitment to the gulf, bp had two big goals help the gulf recover and learn from what happened so we could be a better, safer energy company. I can tell you safety is at the heart of everything we do. Weve added cuttingedge technology, like a new deepwater well cap and a stateoftheart monitoring center, where experts watch over all drilling activity twentyfourseven. And were sharing what weve learned, so we can all produce energy more safely. Our commitment has never been stronger. time to have new experiences with a familiar keyboard. To update our status without opening an app. To have all our messages in one place. To browse. And share. Faster than ever. Its time to do everything better than before. The new blackberry q10. Its time. Help the gulf when we made recover and learn the gulf, bp from what happened so we could be a better, safer energy company. I can tell you safety is at the heart of everything we do. Weve added cuttingedge technology, like a new deepwater well cap and a stateoftheart monitoring center, where experts watch over all drilling activity twentyfourseven. And were sharing what weve learned, so we can all produce energy more safely. Our commitment has never been stronger. How has the stock of tesla motors almost quintupled since the beginning of the year . Was it the national highway transportation good seal of crash approval . Was it the excitement in the look and feel the car engenders . Even as completely and totally impractical for me. Maybe its the amazing showroom thats down the block from me in short hills, new jersey. Or the gallery, yes, call them galleries that my good friend jim stewart visited as part of his excellent piece of shopping for tesla in this saturdays new york times. Perhaps it was the news in california, companys home state, tesla outsold porsche, volvo, cadillac, buick and land rover. Even though the company only has one car. No. Actually its about none of that. Like most stock moves, tesla is about the numbers. Specifically the may 8th, 2013 Earnings Report and Conference Call because thats where it all really began. That was the genesis call. Thats where the stock which had already been humming going into the quarter broke out from 55 to 88 in a few days time and never looked back on its road to, well, a 20 billion dollar valuation which it did touch today before reversing. This market cap which elon musk conceded to being very generous and, quote, more than we have any right to deserve, is widely decried as outrageous. As we know from clint in that movie unforgiven deserves has got nothing to do with it. Lets go back in time and figure out what really happened. Not only does tesla show no signs of slowing down, of course we got to find the next tesla. Going into that fabled Quarterly Report we heard three things. Boy did we ever hear them, those of us who are in the flow, so to speak. First, hey, tesla was going to lose a fortune. Because it had cost them way too much to make the cars and there were supply chain problems that could not be fixed. Which could cause losses to increase dramatically on a go forward basis. Second rumor, there was no real demand for the cars. None whatsoever. In fact, whatever demand they had is pretty much from slight of hand as customers cant afford the model without charging stations being all over the place. In fact, you heard they were using reservations, not actually car sales. Thus the numbers were phony. Third we were told tesla was going to need a boat load of financing. If you were short the stock you could couple in order to stay in business. Believe me, they might not stay in business. Mind you, these three negatives were pretty much etched in stone. They were common parlance among those who talked about tesla off the desk. I was getting, i dont know, lets call it five bear calls or emails a day telling me this was the quarter that would destroy ceo elon musk and the dream that was tesla would be rendered a nightmare. What actually occurred . Heres the top ten things that rebuilt the stock into the stratosphere. First tesla didnt announce a gigantic loss. Instead it delivered a 15 million profit. Now immediately the bears were all over it saying it was a phony if you include the warranties, stock options, blah. What matters is that they made money. They had more in the bank than when they started the quarter. Something that wouldnt be the case if it was a bunch of flimflam. Second company said it exceeded its own production targets. Not only was it a lie there were no real customers. In fact to meet demand tesla had to crank out 500 more cars that quarter on top of the 4,500 they initially planned to build. They now intend to build 21,000 cars this year. Third we heard tesla was spending more and more on its vehicles and earning less. Instead theyre telling us theyre spending less and less building cars and earning more on them. Far in excess of what even the bulls were looking for. Plus the Company Revealed that the gross margin increased throughout the quarter, finished at the highest levels, implying theyre just going to get better in the next quarter. Which they did. Fourth, the Company Capacity constrained by suppliers and raw material costs and they had been rising as had the cost of labor per car. Tesla reduced the number of hours of each car by 40 . Raw material costs plummeted by 20 . Fifth, in order to meet demand tesla said it was expanding 34 stores, galleries, by almost 50 by year end. Six, the Company Revealed fully 25 of the people, 25 of those people who tested the cars, bought the cars. Thats a phenomenal percentage. Type of thing you said, well, they could sell millions of these babies. Which brings me to seven. Tesla arranged financing for the cars. That had always been a big rap. They couldnt get it. Took the total adjustable market or tam from a small niche. To ten Million People who could then afford a tesla with financing. Eight, while tesla had only been sold in north america so far musk came up with international numbers. Hes got demand for 10,000 cars in europe. 5,000 cars in asia. But, and i quote, this could be so much bigger number. Because china is a wild card. Given the price of gasoline in europe is almost double ours and the pollution in china is a National Disgrace it makes sense tesla will be able to rack up pretty hefty overseas sales. Right . Musk made it clear because the International Markets there will be a, quote, fairly significant increase in volumes next year. Ninth, musk said tesla would spend another 200 million with the companys cash on hand. Then the build out would be done. No more need to spend. No more need to raise. Which brings us to number ten. Number ten. The most important part of the call. The phrase that shook the world was, quote, we dont have any plans right now to raise funding. Huh . I mean, the bears were like, what . No Stock Offering . Huh . Nothing that will allow us to cover our shorts . How can they do that . Dont they know without a Stock Offering the shorts will be crushed . As if musk was somehow running the place to please the short sellers. No. It was a monumental, astonishing call unlike any ive heard before. It was a beautiful play. In one very short release and a brief q a musk has taken the story of a bedraggled baby car company, delorean meets tucker and turns it into a business like the Second Company of bmw. Coming of bmw. Orders well in excess of demand. Dont worry, well ramp up to meet demand without needing extra money from the marketplace because we are cash flow positive and profitable. That sentence contains about every single catch phrase needed for analysts to raise their estimates and have a stock go through the roof. Which is exactly what they did. Now im totally conscious that the shorts control 25 of the flow have not given up. I still get calls explaining how corrupt elon musk is and no one wants the car even though someone i know buys one every week. We happen to install Tesla Chargers at the very inn that i coown to please the customers. A level of demand that cant be met even as Gross Margins are going higher. Put simply thats too much good news for the market to ignore. Its how tesla nearly well, its helped tesla nearly quintuple. Something virtually any stock with the same characteristics would most likely do as well. Stay with cramer. Coming up, digital disaster. Foul play or not, when technology breaks down, it can be costly. Amazon lost millions when its site went offline. Nasdaqs shutdown brought billions in trading to a complete halt. Tonight, cramers zeroing in on the top plays to keep your portfolio protected. Diarrhea, gas, bloating . Constipation, yes one Phillips Colon Health probiotic cap each day helps defend against these digestive issues. With three strains of good bacteria. [ Phillips Lady ] live the regular life. Phillips. A talking car. But ill tell you what impresses me. A talking train. This ge locomotive can tell you exactly where it is, what its carrying, while using less fuel. Delivering whatever the world needs, when it needs it. After all, whats the point of talking if you dont have something important to say . Has oats that can help lower cholesterol . And it tastes good . Sure does wow. Its the honey, it makes it taste so. Well, would you look at the time. Whats the rush . Be happy. Be healthy. A quarter million tweeters is beare tweeting. And 900 Million Dollars are changing hands online. Thats why hp built a new kind of server. One thats 80 smaller. Uses 89 less energy. And costs 77 less. Its called hp moonshot. And its giving the internet the room it needs to grow. This is gonna be big. Hp moonshot. Its time to build a better enterprise. Together. Fact where can you find upside in this increasingly unsteady market . What groups can you still bank on . I can think of one thats pulled back hard this year and now looks ready to roar higher. Im talking about the Cyber Security stocks. Companies that make Software Designed to protect computers and networks from hacking, to keep Sensitive Data safe. We know this is a huge theme. Just this week i interviewed meg whitman after a particularly terrible quarter. She told me she wants her company to get more exposure to the antihacking space and shes looking to do a needle moving acquisition. Take a look. I want to be very selective here in terms of making sure what we buy will actually accelerate hp. Youre right about security. Arc site, tipping point, fortify, some elements of autonomy, boy, these are security business grew double digits. Just as important a month ago cisco announced it was acquiring a little known Web Security Company called source fire for 2. 7 billion. The price cisco paid really kind of gives us a prism that we can use to analyze names that are left. More important the space is ripe for a takeover bid. I dont think cisco is done making acquisition. Once they move into an area they like to sink their teeth in. They said on the call they want to be the premiere Cyber Security in the world. Intel bought mcafee. You have to wonder if they might be willing to do more in order to change wall streets opinion. Especially since intels bread and butter, making processors for personal computers is widely viewed as a growth free zone and they have a lot of cash on the sidelines. Beyond that i can see ibm beefing up security presence or even dell once it gets its act together. Maybe even microsoft with the new ceo. I dont know. Why is Cyber Security so important . Ive always liked this theme. With the rise of Cloud Computing over the last few years, protecting against hackers and the like has taken on a new significance. They are so much smarter than they used to be. You know, youve got all this data in the cloud. More and more enterprises are turning to a cloud based way of doing business where information gets packed into somebody elses servers. These Companies Need new more sophisticated security software. One more big picture point. Cyber security stocks, they have been just clubbed over the last year. Mostly because of macroeconomic weakness. Especially weakness in europe, which is a Huge Consumer of enterprise software. Something that caused most of these companies to stumble back in the first quarter. They had some really jarring shortfalls. Frankly, they havent recovered from them. The antihacking stocks are all well off their highs, even in the wake of ciscos source fire deal. I think this once high flying group has become cheap enough finally to start buying, especially when you consider all the m a potential. I would not recommend a stock on a takeover basis unless fundamentals are good. Yet Cyber Security names have been left for dead. But thanks to cisco and hewlettpackard, we know that theres still a way for this industry. It seems primed at this stage right now for a comeback. How do you play it . With source fire now in the running there are three big pure plays on Cyber Security left out there. Brian ashtonberg runs break out stocks newsletter for thestreet. Com. Hes a real expert on this space. He lives in israel. Hes got a lot of good feel for whats going on over there. That is the capital of antihacking security software. Brian has hit some serious antihacking home runs in the past. I think hell hit even more in the future including arc site, the one that meg whitman mentioned in whats known as a sot. I dont know. Stands for something. Anyway, first player is checkpoint software, ckp. Former leader in the space with a lot of market share. There. I did it. I pretend not to be a tv guy, but i am like ed sullivan writ large. The problem with checkpoint, the companys technological shine has lost its luster. I think checkpoint has more to lose than gain going forward. Its not particularly expensive. To me this is a case where you get what you pay for. Checkpoint is simply not the name you hear it rumored constantly. Dont misunderstand me. I see a rising tide in Cyber Security. That tide should lift all the ships in the group including this one. Its just that some of the ships will rise less than others. We got to stick with the ones that got the most upside. Which brings me to the second pure play. Pnw. Palo alto networks. Came public just last year. Gave out really cool black jackets. I didnt get one. I told you to get on this deal right at the time. If you did you caught a 30 point rally. Palo alto rose from the ipo price giving you a 71 gain. Then i told you in a moment of prescience to ring the register. Its a good thing, too. Since then the stock has fallen like a rock, dropping back down to 47 and change. Less than 6 bucks above when it became public. It allows its customers to Customize Control over what their employees can access through the internet. Palo alto had a wicked, just whoa, earnings miss the last time it reported in early june. But since then the bar has been lowered. Expectations have been reset. Now i think panw is once again a buy. Its one of the faster growing names in the sector. Think of palo alto as the higher risk, higher reward play on Cyber Security. Last, but not at all least among the pure plays, theres fortinet, ftnt. This is another stock that has just been viciously pounded. I remember the day it came out it missed the numbers. It was like, oh, gosh, were hiding under the desk on this one. Last year went down 20 and change. Nearly eight bucks off its high. Its been struggling because the broader microeconomic weakness. Not any specifically competitive reasons. Small to medium sized businesses. Fortinet sells a fire wall built into a larger Security Package because most companies cant afford to buy a separate fire wall. I think management will be lauded as heroes. Investors will start saying that the turn is at hand. I think youve got to get ahead of that. How far can the rising tide take these stocks . Lets look at them through the prism of the source fire acquisition. Cisco is paying 7. 2 times sales for source fire. In comparison palo alto trades at less than six times sales. Checkpoint less than five times sales. I expect more Cyber Security out takeovers. If these Companies Start being valued like cisco valued source fire, well be looking at 20 gain from palo alto, 44 gain for checkpoint and a magnificent of course, it shouldnt all be valued the same as source fire because source fire is growing sales at a rapid 21 clip. Simply not in the same class. Fortnet expected to deliver 14 revenue growth. Not as good as source fire. Not bad at all. Say fortnet only goes down at six times sales. Still a 50 gainer. Palo alto is growing like crazy. Revenues should increase. It wouldnt surprise me at all if this stock can trade to a higher valuation versus what cisco paid for its latest takeover. Heres the bottom line on Cyber Security. Youre never going to get a better all clear signal than cisco buying source fire and meg whitman of hewlettpackard telling me she wants more security exposure. I think the cyber space is coming back. The way to play it is with palo alto networks, if you can stomach the risk. Or with fortnet for a turnaround name. I want to go to dan in connecticut. Dan . Caller hi, mr. Cramer. Nice nutmeg state booyah to you. I like that. I like the nutmeg state. I like the basketball programs up there. Whats up . Caller as a type of shareholder i was awarded shares of adt when they spun off. Adt had a quick run in its first few months of trading. Since hitting its highs its down about 16 . Is it worth adding to my position at these levels . Okay. My Charitable Trust took a bath. Took a bath in the stock. Why . At t is coming into this business. Adt has not been able to say how it can stop at t. I like at t more than i like adt. Is that clear . I hope so. Lets go to ron in new jersey. Ron . Caller hey, jim, booyah from new jersey. I love that area. Caller very good. I wanted to know what you thought of ca technologies. You know what . I have a series called the what the heck series. I go what the heck is that stock doing up there . Ca is on my list of what the heck is it doing up there. Ron in new jersey, from an area of jersey that i like very much, have now galvanized me into making ca to be a priority for next weeks shows. Want to secure profits . Cyber security stocks are hacking their way up. The way to play it . I say click into some of this palo alto networks, also known as panw for that symbol. Then fortnet. Remember, we think its finally down so low that anything looks up to me. Stay with cramer. It is time. Are you ready . Lightning round im going to start with josh in california. Josh caller booyah, jim. Im thinking about getting in on some nike. I like nike. I like under armour better. Dicks Conference Call said good things about under armour. Lets go to terry in indiana. Terry . Caller good evening, dr. Cramer. Big booyah from lafayette, indiana. I love andrew luck. I think he could be my first draft pick. Im just throwing it. Yeah. Go ahead. Caller my question is k cap financial. Ticker kcap. I got to tell you something. Im coming back to blackstone i still like that one better. Lets go to shawn in california. Sean caller booyah, king james. How are you . Im pretty good. Im feeling pretty regal. Whats up . Caller i want to know if i should be adding to my position with dpt. No. I dont like these royalty trusts. Theyve been losers. Im not going back to them. Theyre depleting too quickly, i believe. Lets go to curt in tennessee. Curt. Caller hey, jim. Booyah from memphis, tennessee. My stock that ive been watching closely is Ticker Symbol nog. Keep watching. Dont pull the trigger. Why . You have the chance to buy eog which is much better than northern. I need to go to gregory in my old home state of pennsylvania. Gregory . Caller hey, jim. Im a recent College Graduate and im looking to invest in a company long term. We should buy what we use. What do you think about ford . Recent college grad buying ford. That makes a ton of sense to me. I want you to put a little money each week and build up a position in ford. Great idea. Rima in california. Caller rima, yes. Jim, hi, good talking to you. I have some lulu lemon stock. Im trying to find out whether i should keep them or sell them. Rima, im concerned. I like lulu lemon because of christine day. Christine day is not there anymore. I do think the franchise is a good one. I would lean toward owning it versus selling it. Lets go to herb in florida. Herb . Caller retired rail co expat booyah, jim. Thanks for all your help. I have a question about u. S. Air. Is that dead money . Yes. Thats exactly what im describing it as right now. Because i wanted that merger to go through. Not from the point of view of being a guy who uses planes, because you certainly know about that. But we needed that price control to come on from those two merging. Now im really nervous about it. Story. Thats just the case. Daniel in illinois please. Daniel . Caller hello. Daniel, whats up . Caller hi, how you doing . All right. How are you, daniel . Caller okay. Whats happening. How was the weekend . Caller really good. Catch anything . Caller i definitely erased your show on 515. The energy partners. Oh, man. I like energy. Someone downgraded it the other day. I felt like crying. Good growth. Thats my kind of stock. I want you to own that stock. That, ladies and gentlemen, conclusion of the lightning round [ indistinct shouting ] [ male announcer ] time and sales data. Splitsecond stats. [ indistinct shouting ] its so close to the options floor. [ indistinct shouting, bell dinging ]. Youll bust your brain box. All on thinkorswim from td ameritrade. From td ameritrade. You know, from our 4,000 television commercials. Yep, there i am with flo. Hoohoo watch it [chuckles] anyhoo, 3 Million People switched to me last year, saving an average of 475. [sigh] it feels good to help people save. With great discounts like safe driver, multicar, and multipolicy. So call me today. Youll be glad you did. Cannonbox [splash ] before we answer your tweets its time to catch up on our homework before back to School Season really gets into gear. Back on july 23rd tim in california who is a frequent contributor to homework asked about another stock i was asked to do work on. Susquehanna bank. Its a midatlantic Regional Bank with nearly 18 billion in assets, 250 branches and services range from Wealth Management to mortgage financing. Company reported a solid quarter the next day with decent fee Income Growth but a slight decline in margins. Im worried the Earnings Growth in the quarter was boosted by refinancing activity. We know refinancing activity has slowed. Be very careful with banks. Okay . Im not going to recommend one right now. Next up, on july 24th, andre in california called about vonage. What is that . Since i havent dialed its a cough. Since i havent dialed this up recently, its time to do more research. Vonage provides Telephone Service over internet connection. After the Company Became public in 2006 it was such a horrible format i nicknamed it vonage the dog. Then we actually found a dog named vonage which happened to be jackie deangeliss dog. Youve seen her on tv. Lately vonage appears to have turned its business around and stabilized its cash flow. Hence the stock up 51 over the last 12 months. Im worried about the talk service and the companys expenses going forward. Renew hideous price wars with other companies in the space. That same night, farhan from california inquired about dennys. Dennys is now over 1,600 family style restaurants. The company has done a terrific job. Reducing debt load 66 since 2006. While dennys doesnt have the same level of growth as many restaurants in the same space, its a decent speculative play. If management can keep improving cash flow and seeding international growth. I like the menu. It offers healthier choices. I like that grand slam. The stock can go higher. I like wendys in the fast food. And i like afce and that quick serve popeyes. Its no longer popeyes chicken. Now its popeyes louisiana kitchen. Lets get to the tweets. Jims tweet. Yes. I tweeted this. Love this camaro, which happened to be in westhampton. I was looking at it with my friends miguel and lisa. And, lisa, what year is it . I think it could be a 68. I am not sure. Within maybe ten minutes, our tweet friends, my followers, were so fast they gave me every little detail. This is clearly a 67, people, not a 68. You know what . I love the guessing game and it worked on twitter. One of the many brilliant responses came from counterhedge. Could one spend nine months living in it . Thats the question. Very important. Do you see this . This is a soft top. My 1977 fairmont that i lived in was a hard top. This is a very cramped backseat. No room for your jack daniels. No room for your hatchet. Hard to find your gun. My fairmont had room for all those. I say this is a studio versus my onebedroom car. Now, we have a tweet from joecurly who writes one of the first mad money episodes i ever watched you recommended facebook. Fb. Under 26, i bought it, thank you. Where do you see it one year from now . Stephanie link and i, comanager of our Charitable Trust. This is one of our biggest positions. Today when it was up a buck and a half said maybe we ought to trim. Heres what stephanie said. Its probably going to run into the quarter. Lets see how the quarter is. I have to tell you, dont be greedy. We did take a little off the table because it became too big of a position after its price appreciation. Heres one from tom towers. towerst56. Booyah, jim. New to twitter. Wanted your thoughts on cie. I read after it had that huge decline. I was surprised it wasnt down more. I dont think you want to touch this. Go with higher quality. Heres a tweet from jshopcutey who says you need a weekend show. My husband cant have his coffee without his cramer. Who got a weekend show this weekend . Mickey drexler. Im watching breaking bad. Sure enough, there he is at the he got his car washed. I saw him in his sweater. Emailed him immediately. You have to watch breaking bad if only to see Mickey Drexlers weekend show. We have questions from stlhandyman. Gmodebate. A very big issue for a lot of people. No gmo in anything from hain celestial. I like monsanto. Deere is breaking out. I saw that chart courtesy of my colleague. I say the conclusion, buy agco. Mad money is back after the break. The shoe is now officially on the other foot when it comes to what can help the stock market go higher. As of this month i am proclaiming right here, europe and china are the spurs for stocks and the u. S. Has become a drag on the upside. Its no different. We saw a huge move higher in the Chinese Market last night as we keep getting word of this quiet stimulus picking up steam. Makes a lot of sense when you think the chinese might be selling our u. S. Bonds. Why not . They got a huge gain, 1. 2 trillion in holdings. That cash can support a lot of construction and infrastructure build. At the same time we got a truly hideous durable goods number from this country. A nasty 7. 3 decline. Staggering, especially when you consider the comps were looking for 4 decline. China counteracted the decline with its own strength, which is why this market rallied so nicely in the morning before giving up the bulk of the gains for Foreign Policy woes. While europe didnt help us last night, lets not forget the european markets have been on fire and the euro has been strong. Little tail wind currency wise. Who would have thunk it . Europe and china buoying us at a moment when the u. S. Economy seems to be faltering. The market got banged down today on worries that syria syria, it surfaced after secretary of state kerry basically gave a speech which says, hey, its going to be bombs away in the next 24 hours, people. Thats the way you felt. Until then the market strength resided in china related names among others that are not traditional domestic plays. Chinese and european tail winds have appeared at a good time. Frankly im beginning to fear the next wave of u. S. Data after i saw that durable goods number. I think well hear more disappointing mortgage and housing news over the next couple weeks as its very clear from Mortgage Applications that the home buying in this country has dramatically cooled. Not cooled. Dramatically. It seems counterintuitive. We know theres a tremendous amount of pent up demand. We would have killed for these current rates a few years ago. The run in rates happened too far too fast. Its putting the brakes on what might have been the strongest area of the economy. Today we caught a best of all possible worlds thing at least until kerry press conference. We got the spillover of chinese growth coupled with cooperative bond market, one where Interest Rates drifted lower because of that weak durable goods number. You could see that best by watching and you should be at all times the stock of home depot which reported a terrific quarter last week and then just got blasted in part because of widespread belief that the housing cycle has peaked. Today it started its comeback. However, i still dont trust the bond market to behave. Not because there is demand in this country. Because the foreign Central Banks that own a percentage of our bonds seem to be in perma sell mode. Can you blame them . I think presumably from the 200 billion treasury position they have in this country, well, i got to tell you, brazils probably not even done selling. Can europe and china offset weakness in the stock market on a longer term basis . I think the answer is both yes and no. Yes, they could offset any weakness that might come from domestic quarters from the Big International companies. You want caterpillar higher . You have to watch china, not the united states. No. It wont help the housing retail complex. All that includes a lot of stocks. I think the consumer has been spending on her home because its going up in value. If that stops, and it will, if Mortgage Rates keep rising, improving markets will mean nothing. Big cohort of the entire s p. Heres the good news. A baton pass to the big global conglomerates isnt a bad thing. Particularly if its punctuated by days like today. That said, if we get higher rates along with a meddlesome washington and plenty of talk about fed tapering, only mentioned it once in this show, europe and china may not be Strong Enough to keep propelling the market higher. The bears will overwhelm the bulls in that scenario. September will be the coolest month. As its been so often in the past. Still, its terrific that europe and china, such negatives for so long, are at last the bearers of good news, not bad news. Thats fabulous for our companies who rely on those gigantic markets for their longterm growth. Stick with cramer. When we made our commitment to the gulf, bp had two big goals help the gulf recover and learn from what happened so we could be a better, safer energy company. I can tell you safety is at the heart of everything we do. Weve added cuttingedge technology, like a new deepwater well cap and a stateoftheart monitoring center, where experts watch over all drilling activity twentyfourseven. And were sharing what weve learned, so we can all produce energy more safely. Our commitment has never been stronger. time to have new experiences with a familiar keyboard. To update our status without opening an app. To have all our messages in one place. To browse. And share. Faster than ever. Its time to do everything better than before. The new blackberry q10. Its time. Could save you fifteen percent or more on car insurance. Mmmhmmm. Everybody knows that. Well, did you know that old macdonald was a really bad speller . Your word is. Cow. Cow. Cow. C. O. W. E. I. E. I. O. [buzzer] dangnabbit. Geico. Fifteen minutes could save you. Well, you know. Help the gulf when we made recover and learn the gulf, bp from what happened so we could be a better, safer energy company. I can tell you safety is at the heart of everything we do. Weve added cuttingedge technology, like a new deepwater well cap and a stateoftheart monitoring center, where experts watch over all drilling activity twentyfourseven. And were sharing what weve learned, so we can all produce energy more safely. Our commitment has never been stronger. After the close we learned bill ackman is pulling out of his entire jc penney position. Heres my advice. If you believe like i do that jc penney has bottomed, this actually might be a decent investment, okay . Theres always a bull market somewhere. Im jim cramer. Ill see you tomorrow in a nondescript tshirt at a nondescript desk, Mark Zuckerberg runs a vast global empire, leading the whole internet in his direction. Is the goal for you to conquer the whole internet . To own the internet . Well, think about it like this. Peopleif they can use a product of any categoryphotos, music, tv, anythingeither by themselves or with their friends. Mmhmm. I think most of the time, people want to do those things with their friends, so so is the answer yes . [ticking] you describe bill gates in very harsh terms. Um, youve described him as