But if we get a pullback, im buying because thats exactly what a correction is for. We saw bunch of circle backs all day today. Day where the dow gained 38 points, s p climbed. 27 , nasdaq jumped. 41 . We all have our lists of whats worth circling back to, what got away and what never looked back until now. When the combination of syrian air strike fears, and anger about upcoming political wrangling in washington have cast on the stock market and theyve combined to keep, lets say the average is not doing much this month except for going down. Keep in mind that this toxic brew along with higher gas prices and stretched stock valuations have made the market more perilous than its been in some time. Weve got to ask ourselves, which are the least perilous stocks we buy once you believe the market has baked in the latest bad news . I dont think it has yet. But maybe you think the worst is over. Im going to try to help you, okay. Let me give you the list ive been working off of. In part because i run a Charitable Trust. You can follow it along, and part because i came out here many times in the last six weeks and told you to wait for a pullback in certain stocks. The pullbacks here. I cant now say wait for another pullback. Ive got to at least be true to what i told you earlier. First, because it is freshest, is retail. Two retailers stood out among a totally, you know, look, just a terrible group. Two retailers stood out as having magnificent quarters. The first is tjx, tjx sells offpriced apparel and the second is Urban Outfitters in the midst of an exciting turn around. The Major Department stores are wallowing in excess inventory and tjx has the cash to take that merchandise off their hands at ultra low prices and sell it to you at a testifity profit. And good reports from flagship Urban Outfitters, of course. They were so outstanding they made the flagship brand look bad in comparison. To me, thats one more chance for things to improve. Have pullback, will buy. Weve got fantastic reports and a terrific pipeline look see from celgene and gilead. And they act like trampolines underneath them. And, of course, you dont need to buy them tomorrow. They have already started their bounce lets say this, play this out. Lets say you get something bad out of syria. You come in, futures are down ten. The s p futures, something in washingtons going awry, washington cant help itself, theyre torturing us over the debt ceiling. All these things could happen, because the fed scaling back the bond buying is deflationary, right . That means well pay more for the future earnings for these two biotechs, and then youve got the ideal situation to buy celgene and gilead, but have the futures down first. Speaking of trampolines underneath stocks, during the earnings periods past, i made note of companies doing real buybacks. Not the ones that allows execs to sell options into, i mean buybacks meaningful every day, that were impactful and buoyed stocks up on ugly days on the market. Im thinking about the down ten, down 15 futures call here. Do you know there was one that really did act as if it was just a big firefighter trampoline. One of those nets. You know what it was . It was viacom. Viacom. Heres a company that doubled its monster buyback from 10 billion to 20 billion when it reported. The stock has not given you a single break to get in. Still hasnt. Huge buyback is just standing there. If you get a selloff from the rockets red glare in syria, i say you buy viacom and let that buyback walk you up to where the stock was before it got hammered by the market. Its only if viacom gets hammered at all. Sure hasnt happened yet. Youve got earnings from the retailers that i really like and this viacom situation that i think is very, very attractive. And lets take some more. How about humana, its up 35 for the year. But humanas the clearest winner under the Affordable Care act and reported one of if biggest beats in the race. Humana wont be dinged at all. This is a stock i never recommend, you know why . You havent had a single pullback. Check that chart, now you might get one. In it, terrific place to go on those down 12 futures. Sometimes weve got to put them to work right at the open when we get big down days because they are so powerful they take every stock lower. Including ones that shouldnt go because, remember, these have no impact on the oil futures. That means you can be in there buying eog resources, they are actually getting hurt yesterday even as oil was flying. Such is the lunacy of the stock market, people sell some baskets containing these two stocks causing them to go as the net worth is going up. Huge i find this kind of insanity to be the stuff of totally great trading. Be ready. How many people remembered to reach for b g foods that keeps posting better and better earnings after making additive acquisitions in a stock that rarely gives you a price break. Now you have one, down almost 10 with 4 yield. Its precisely what youd have to be bidding for when the missile fly. The only goods play that should be bought at these levels. Remember that starbucks quarter . It was the best one they ever reported with fabulous growth everywhere, especially china and the United States. I know 5 pullback isnt that much. But you arent going to get a huge downdraft in the stock given how well the companys doing. I urge you to buy on any weakness now that were getting some. I cant say, hey, im waiting for a lot more weakness. I keep thinking about this quarter. Remember when earl simon was here last week. Not much opportunity there if youre waiting for a pullback, which i said you should do. The quarter was fabulous. But im going to marry the hain thesis to the whole foods story. You have an amazing opportunity to buy at a big discount to where it was when it reported a fine quarter. Makes a ton of sense considering that hain has just given you an update on its business and its business goes hand in hand with whole foods. Finally, time to circle back to boeing. Heres a company with a 20year outlook, reported a dynamite quarter, gave you zero chance to get any discount, and its never safe to say the dreamliners problems are behind it, we do know one of the chief orders came from, what, higher jet fuel. Thats right. Higher jet fuel, and given the trajectory of oil, you cant get dreamliner until 2019. Look, i wish i had more to give you. I mean, i wish i could tell you go buy linkedin and yelp, they reported amazing quarters, theyre barely down, that makes me uncomfortable. I have no traditional tech names at all i feel strongly about. I cant count on any bank stock yet because theres too much turmoil in washington. Many of the consumer packaged goods stocks only yielded 3 and change. Too early, utilities, no thank you. Housing gone from amazing to plain bad. Again, adding up so quickly we have to wait until the Fourth Quarter to see if people dont mind the new Interest Rate sticker shock. I dont have a lot of stocks that arent down enough and im not calling a bottom line. The circle back will be in effect tomorrow. Look for companies that reported terrific quarters recently and be ready to start nibbling when the smoke clears, that way youll have the conviction to buy more. Am i doing this for my Charitable Trust. Today when the market was down, we committed some, some of the trusts cash. Only stocks that had fallen so far that the purchases helped our cost basis or what we paid for the selloff. Thats my way, my discipline. We left plenty of room for more. Plenty of room. If things go awry, and we know in the middle east if things go as planned, that is if theres a plan at all, weve got the cash to put to work as stocks go even lower. Joseph in wisconsin. Joseph . Caller jim, booyah from oshkosh. I was listening to you yesterday talk about bristolmyers in terms of turmoil, global uncertainty, its a pretty okay thing to do for the bio industry, but what about Smaller Companies, like srpt, pcyc, acadia pharmaceuticals. Is that okay to keep your money in the Smaller Companies . Okay. The answer to that is its case by case. But we are big believers that in this kind of deflationary environment, which is what we may be getting again because rates went up so much, thats good for the smaller biotechs. And we know that the biotechs are still in bull market mode because weve got two leaders. And theyre saying, hey, listen, its still okay to buy. I sanction buying biotech stocks, many have worked out. Therell come a moment when we wont be able to recommend them. Were not at that moment yet. Mike in louisiana, mike . Caller yes, sir. Thank you for taking my call, mr. Cramer. No problem. Caller and what im interested in is agio. When i first bought it, it was doing really well. It was climbing a lot, but did an about face on me. Should i sell . That had good bankers. Im surprised that stock has come down so much. I thought that was a very good speculative situation. I actually dont want you to sell. I think that, you know, therapeutic cancer metabolism stories, weve liked those. But no, as long as you regard it as a spec. It is not a regular investment, it is a spectacular spec and i do not want to sell it at 23. Frank in florida, please. Frank . Caller hi, jim, big booyah from frank in ocala, florida. A few weeks ago i asked you about my wisdom for buying southwest airlines. Now ive noticed all the airlines have taken a dip. Should i go ahead and sell, buy, or hold . Well, i think the Airline Business is being look, the sudden rise in jet fuel prices was not anything that a lot of people foresaw. I think the stock can rally. And when it rallies, i think you have to sell it. Why . Because the u. S. Airways amr deal is not going to go through. And thats the game changer i was counting on for the next legup in the airlines. Its not going to happen. As it goes up, i need you to trip. Circle back, circle back to the stocks with outstanding quarters. And when things look more clear. Coming up home alone . The Housing Market helped drive stocks higher for most of the year, but as rates shot up, the open house closed. Is the home sale horizon really that dire . Or could this market still build . Cramers exclusive with realogy ceo. Is this opportunity knocking . Or the beginning of a deep devastating decline . Tonight, its a special check of the technicals, cramers zeroing in on signals that could be telegraphing its next move when he goes off the charts 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 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. What is the new normal in housing . In the wake of the massive run in Interest Rates albeit, off a low basis, all the housing and housingrelated stocks have been viciously hammered. Worried the increase in Mortgage Rates will scare people away from housing, put a big crimp in the volume of home sales. Have these stocks been punished enough . Take rlgy, chain of 700 Company Owned brokerage offices, more than 13,500 franchise offices, operates a number of different brands. You know them all, better homes and gardens, real estate, sothebys, this is a pure play on buying and selling homes and the companys so darn big that last year it was involved in 26 of all u. S. Existing home sales. That at least involved the broker. If you want a proxy for housing transactions, realogy is it. Reported a month ago at the end of july despite the climbing Interest Rates in may and june, the results were spectacular, 22 cent earnings beat off a 23 basis. Transactions volumes up 21 yearoveryear. Management guided for 17 to 19 growth transactions for the next quarter. Realty stock has been crushed since it peaked around 55 in mid may. As the conventional wisdom says, the business has to slow, dramatically in the reaction to rise in Mortgage Rates, which means the estimates are too high for realogy. The stock dropped from the high, 23 decline. These levels is trading 15. 5 times next years earnings, plus a growth rate. That seems cheap. With the latest declines, realogy is given you a 13 gain since the end of november. Lets check in with richard smith, the chairman and ceo of realogy holdings, someone been through many cycles, three whole housing cycles. Mr. Smith, welcome back to mad money. Thank you, sir. Where are we . Because theres a lot of people who feel that if the fed tapers, its a onetwo blow, itll be too much for this cycle. This is an extraordinary correction. Were coming out of a sevenyear downturn, its going to act different than any other recovery. Enormous pentup demand. You have extremely low Mortgage Rates even with 100 basis point increase over the past several weeks, its still by any saturday very cheap money. How about the home sales which showed a decline today . Well, i wouldnt worry about a month not in a recovery thats going to take several years. Think about in this context, the builders report about a 13 decline, the existing home market reported a 1 decline. So a month is not something to be concerned about. But that does indicate a sensitivity to rates. See, but what im concerned about is process, you have a lockin on an existing home, lockin on a new home. Theyre very different. The banks, theyre backed up. Suddenly you get a situation where you might have thought you were going to get 3 3 8 and youre getting 4 3 4. What do you tell those people . Its fantastic news when it comes to lending environment and rates. Okay. Think about it from this perspective. We have in our tool kit, the ability to forecast opens and for a 90day period. We can tell you whether or not theres a sensitivity to Mortgage Rates and its impacting and the consumers willing to close that transaction. Our cancellation rates are at historic lows. Theres a reason for that. I can lock a rate with a lender for 60 to 90 days at almost no cost. I cant do that with a builder. For the builder, im for a six, seven, eight ninemonth period. Thats something that both the builders. Its a little bifurcated. The really good news about lending today is that recent decisions on dodd frank which youre probably aware of, that is a substantial limiting factor as to the availability of credit. So, listen, we say all the time that under the circumstances that were seeing any kind of improvement is amazing given the difficulty in the lending environment. What is the last time you gave us the average fico was so high. Its still high. Theres a reason for that. Under the new rules that are being circulated for Public Comment under dodd frank, which would limit a repayment requirement for the retention rule, thats terrific news for lending. That is truly going to have an impact on the availability of credit which we think will also impact the ability of the firsttime buyer to truly enter the market. Do you think theres some areas based on caseshiller and some of the data you have that have gotten too hot . No, i dont think its i think were a far cry from fair value. I mean, remember, 34 peak to trough, weve got a ways to go now. Heres whats nice about housing, were reverting to the norm. Right. Whats relevant now is relevant in that local market. So in some markets where youve seen a big runup in price, floridas an example, las vegas is an example. You may be close to fair value. But every other market in the countrys going to act differently. Its going to depend on the local market dynamics, not the national scene. I know realogys view is the funds that brought up a lot of homes still minuscule versus the entire. They bought ha lot of hot areas. Are they going to get burned . No, depends on the model. And remember, put in context, theyve acquired about 60,000 homes, they have the capacity to acquire another 60,000 homes on 5 Million Units in a given area. Thats a minimal impact. They were buying a lot of inventory, they had a favorable impact on local property values. Okay. Okay. Theres some talk in the way that your quarter went that the commission that some people just were they had too many bountiful commissions. I have a lot of friends in real estate and theyre never going to tell me its too bad. Where is that how does that change . If you wanted to, you could ratchet down the commissions, i dont think that would help because you get people not working that hard. How does that change how does the balance of power work between the top brokers and your company . Well, the top brokers produce the bulk of the business. At some point, theres so much business that the second, third and fourthcore tiles start participating, as well. This is like any other business. There are top producers, the people you pay the most are producing the most of the business. When it becomes so voluminous that anybody can participate, thats when they change dramatically. Were not there yet. Were not there yet. I look at zillow all the time, i dont know if you think these accurate or not, but some areas have started coming down. Is that a natural reflection of the rising Interest Rates . Yeah, i dont think pricings reacting to Interest Rates. You have demand outstripping supply. We still have inadequate inventory. I dont think price is reacting to 100basis Point Movement in Mortgage Rates. At what level . Is it 5. 5 . Look, all we do all day here on theres tremendous predominance of talk that the fed is going to stop buying bonds and maybe rates go up dramatically. Theres got to be some level where people say, you know what, im going to wait until they come down. When the rising rate environment is reflective of an improving economy. Its what in my view what the market will bear. At the peak, rates were about 6. 5 , i think weve got a long ways to go before its a major problem for housing. Right. Do you think im trying to get the right metaphor for the time. In 09, afraid the light at the end of the tunnel could be an oncoming train. Are we now to a point where what we could be maybe get a little bit of a pause and then have a giant long runway . Because you were talking about early innings, or is this about as good as its going to get . Its a seasonal business. Most of us have fought the seasonality in the business. Were going into the downturn in the First Quarter. The First Quarter is never a good quarter for housing, the second and Third Quarter represents the bulk. We will be the best judge of that about the end of the First Quarter next year. The National Association of realtors has not taken its eye off the forecast for the year. So the unit forecast stays intact. And youre totally on board . 17 and 19 sales volume, Third Quarter, no problem there at all. So were listen, the longterm metrics are very favorable for the early stage housing recovery and thats where we think we are. Excellent. Okay. Thats richard smith, the chairman and ceo of realogy holdings. Pretty big. Stay with cramer. Coming up, fed rising . Is this pullback opportunity knocking . Or is it the beginning of a deep, devastating decline . Tonight, its a special check of the technicals, cramers zeroing in on signals that could be telegraphing its next move when he goes off the charts. announcer at scottrade, our clients trade and invest exactly how they want. With scottrades online banking, i get one view of my bank and brokerage accounts with one login. To easily move my money when i need to. Plus, when i call my local scottrade office, i can talk to someone who knows how i trade. Because i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Awarded fivestars from smartmoney magazine. 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. The new blackberry q10. Building animatronics is all about getting things to work together. The timing, the actions, the reactions. Everything has to synch up. My expenses are no different. Receipt match from American Express synchronizes your business expenses. Just shoot your Business Card receipts and theyre automatically matched up with the charges on your online statement. Im john kaplan and im a member of a synchronized world. This is what membership is. This is what membership does. In a we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. After yesterdays brutal syriafueled decline, im calling a special wednesday chartnado edition of off the charts. Is it over . Does todays rally mark some kind of bottom where the selling stops . Or will there be more pain ahead like i suggested last night . This is a market where the unemotional discipline of the charts has been accurate. In order to help answer these questions about the selloff, we turn to a brilliant technician who puts the queen in fibinacciqueen. Com. She thinks the benchmark index could soon make an intermediate term low. Daily chart of the s p 500, ever since the s p started falling back on august 2nd, shes been monitoring the size of this decline in terms of the number of points it crushes and the length of decline in terms of how long it takes. Now, remember, its all about ratios, the cycle of members of cycle of numbers discovered by the mathematician that repeat over and over again in nature and according to some in stock charts, as well. On the price side of things, if the rally in the s p is going to resume any time soon, then the index needs to hold above the low it made on june 24th, and thats 1,560. She sees not one but two floors to support propping up the s p between where it is at now and that potentially lethal 1,560 level. First, theres a nice floor based that comes in between 1,560 and 1,621, not that far below where were running now. Theres a second floor between 1,578 and 1,582 and both could mark the level where the s p 500 bottoms. If youre only looking at price at the y axis of this chart, you might be missing something huge. For her, at this moment, its time its time the x axis that is really important. Brodin believes we could see a bounce and end to this decline somewhere between now and labor day weekend. And that would be huge if that happens. How does she reach that conclusion . Measures the length of prior swings in the s p and extrapolate forward to find dates it seems likely the market could change the trajectory. This chart goes back more than two years. And in it, we see a host of declines with the s p 500 decline drop somewhere between 20 and 23 days, 23, see that . Before the decline ran its course and the rally resumed. So far, this current selloff has lasted for 18 days. So, if it is anything like the most recent 22day decline in may or june or the low 20day declines in 2011, this pullback were mired in could be done in two to five trading days. And thats looking at 100 retracing of these declines. Here they are again, 61. 8 and 100 , because these key ratios seem to show up when securities change their trajectory. And what she finds is there are a host of timing cycles coming due in the next week or so. Any of which could mark the moment when the s p 500 takes a turn for the better. The method is to look for timing of these cluster cycles and what we have now. The chartwork suggests that the s p could stop declining between today and september 4th. We know itll likely get pounded tomorrow if we get closer and closer to what happens in syria. But she wants to focus on when the pain will stop and looking for a trend reversal in the next week based on her chart work. And you can see something very similar happening when you look at the chart of the dow jones industrials. Okay. Just like with the s p, it has been 18 trading days since the dow started to decline in the beginning of august. Now, when you look at the major past declines in the dow going back to the second half of 2011, what you see is they have lasted between 20 days and 28 days, okay . See it . All those . And theyre mostly costing around 22 or 23. So if we assume the current selloff in the dow will last for a similar amount of time, we could be looking at a genuine bottom on friday. Which would be day 20 or perhaps next wednesday or thursday, which would be trading days 22 or 23. Either way, the methods suggest theres a strong chance the dow will be rising and rising consistently again by the end of next week. Remember, shes a technician, not taking into account the labor report, the markup at the end of the month, shes saying the charts say were about there. Even if she misses these timing cycles arent perfect predictors, theyve worked for her in the past in amazing fashion. But if the dow and s p keep falling next week and the week after and totally ignore the timing work, she says you have to consider the whole scenario a bust and be braced for more agony. Oh, one more thing from the fibonacci queen. She says if we dont see an immediate bottom over the next week, that means we could be facing a much steeper correction going forward. So unless we bottom, well, i dont know. You might say thats in the alternative and that doesnt matter. But shes saying it is going to bottom. How about a second opinion. In last weeks off the charts, we consulted Dan Fitzpatrick, also one of my realmoney. Com buddies and warned us that the s p 500 had entered dangerous territory. His prediction was for pain and he was dead right. So what does fitz think about the selloff . Take a gander of the s p, you wont like this. He points out that yesterday the s p 500 did something really bad. It completely broke down through the 50day moving average. A very important shortterm measure of the indexs trajectory. We are firmly below that key moving average, something every chart follower out there regards as being extremely negative. See, just that little line where people dont follow charts. Taking out that line is extremely dangerous. Now, the last time the s p broke down below the 50day moving average was in june and it led to a really hideous selloff which lasted until the s p bottomed at 1,560. Theres that number again, nearly 80 points below where we are right now. That level is important to fitz because it defines the maximum selling pressure in the last decline. As it happens it is also at around 1,560 right now. But the 200day moving average is rising which means as time goes on, it will be further and further above that of that make or break 1,560 level. Good news, because fitzpatrick thinks the moving average is the s ps new floor of support and the potential downside shrinks. This is going to go up, okay. So youve got kind of a convergence there that will make it so it not just has to go all the way down to here. His view of what will happen, fitz believes the s p has peaked for the year and itll be stuck in a trading range until 2014. He thinks the outcome is the index will test the 200day moving average, probably around there and itll then form the bottom of a new trading channel with the 50day moving average forming the top of the trading range. That means we could fall another 4. 5 or so before the pain ends. I dont know, i think that seems realistic to me. Heres the bottom line. What can we take away from the two technicians for our emergency post pullback off the charts technical . The decline in the s p could likely be ending in the next week, Dan Fitzpatrick sees less to be hopeful for. He thinks it could fall another 4. 5 before the current decline comes to an end. To me, all this says keep your eyes peeled for potential bottom, pick up the individual stocks at the top of the show. Never forget that we could go down the 4 that fitzpatrick says were certainly headed to. Dan in florida, dan . Yes, sir, king james. Yo yo. Whats your thoughts on agnc, buy, hold or sell . These things are hard theyre really creatures of the taper, they could really get hurt. Ive been right to steer clear and im not changing my view and i know jimcramer on twitter i get attacked, but its been right to stick by them. Im not backing down. Frank in florida, please, frank . Caller hello, jim, this is frank in naples, florida. Excellent. Caller im calling about, i know Central Africa very well and theres a fine outfit which is called rand Gold Resources which is one of the top maybe the best gold miner in the area. American analysts dont seem to know much about it but youve got chinese and youve got middle eastern wealth sovereign wealth funds which is sniffing around. And i wonder what you thought about it. This is mark bristo, weve had him on, hes a great ceo. I dont like the gold stocks and its been i like gold. If you have to own a gold stock right now, hes delivered the best of the other companies. Hes done better than that, agnico, done better than that. The problem is, the gold stocks have not been as good as the precious metal and i like the precious metal. Can i go to jason in louisiana, please, jason . Caller jim, big booyah, got a quick question for you, buddy. Ive made 20 this year due to all your information, and im kind of scared about the pullback. Im wondering if i should sell everything i have, wait for a pullback and invest back in to make major money. Thank you for asking this question its on my mind. If im negative, why dont i tell people, im thinking you wont be able to get back in. Im trimming stocks i dont think are great. The Charitable Trust are trimming stocks. I think you should trim the stocks you feel arent that great anymore because theyve appreciated or because this isnt that good. And i would do that tomorrow. In todays break glass in case of emergency off the charts chartnado divergence, lets say weve got one fibonacci queen says its almost over and fitzpatrick says lookout below. Stay with cramer. Still ahead is your portfolio prepared for a pullback . Call, tweet or email cramer to get a checkup. Am i diversified is just ahead. [ agent smith ] ive Found Software that intrigues me. It appears its an agent of good. [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. [ static warbles ] humans. We are beautifully imperfect creatures living in an imperfect world. Thats why Liberty Mutual insurance has your back, offering exclusive products like optional better car replacement, where if your car is totaled, we give you the money to buy one a model year newer. Call. And ask an Insurance Expert about all our benefits today, like our 24 7 support and service, because at Liberty Mutual insurance, we believe our customers do their best out there in the world, so we do everything we can to be there for them when they need us. Plus, you could save hundreds when you switch, up to 423. Call. Today. Liberty Mutual Insurance responsibility. Whats your policy . It is time it is time for the lightning round on cramers mad money. Play until this sound and then the lightning round is over. Are you ready, time for the lightning round on cramers mad money. Josh in new york, josh . Hey, jim, hows it going . Booyah. Booyah. Caller i have a question about the most wildly successful stock i bought in a while qcor, do you think its looking up in the future and going to keep skyrocketing like it is today . This is a stock that got slammed by the shorts. They drove it down to the 20s, tested my patience with it, tested my metal, my metal failed. I got this wrong, it came all the way back, i should have never wavered, its had a big run, its not up to me anymore. I called this one wrong. I wavered when i should have been telling you to buy. Richard in ohio, richard . Caller jim. Yeah. Caller rich from ohio. How are you . Caller scco. Okay. On the dismal joy global call today sutherland ceo was i think a little too bullish when he was here last did talk about how copper is good, but i dont think coppers that good and i dont want to own that stock. Edward in california, edward . Caller yes, hello, righteous booyah from the coachella valley, jim. I want to say thank you for all you do. And im wondering with the solar plants in the southwest, what do you think about sunpower . That is captive to how first solar works, and first solar has been horrendous. If i wanted to own a solar stock, i would own first solar. Lets go to richard in new york, richard . Caller hi, jim. Hi, richard. Caller this is richard from long island. Excellent. Caller Warren Buffett just came out with a Public Statement claiming to buy general motors. Right. Caller what do you think about that statement . Gm is expensive, and i believe theres a turn in europe and china, i think gm should be bought and Warren Buffett is going to be right. I would like to know if Warren Buffett is dumping ibm, thats a big rumor today. Lets go to sam in minnesota. Sam . Caller hey, jim, booyah from minneapolis. Oh, nice, whats going on there, adrian peterson, whats happening . Caller not too much. My questions about take two interactive, Ticker Symbol ttwo. Beat earnings estimates but forecasted its been its finally got it right. Its got the gaming cycle going for it. Its got great momentum. Im going to say its a momentum stock. I dont want to comment further than that. Steve in pennsylvania, steve . Caller big booyah, buddy from the burgh. How are you doing . Good. Caller im looking at crude by rail tbf energy. No, refiner play. Let the yield get to seven before im going to push that stock. Ive got to tell you, thats been a dog and i dont like that group and that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Which would be fine if bob were a vampire. But hes not. Hes an architect with two kids and a mortgage. Luckily, he found someone who gave him a fresh perspective on his portfolio. And with some planning and effort, hopefully bob can retire at a more appropriate age. Its not rocket science. Its just common sense. From td ameritrade. [ male announcer ] its time. 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. And experience the connectivity of the available lexus enform, including the es and rx. This is the pursuit of perfection. Look, its been tough. The market is skittish. Were all skittish as we worry about events overseas and at home, weve got washington, weve got the situation in syria. Regardless of everything happening at mad money, we work to protect portfolios no matter what the market may throw your way. Its called diversification. It happens to be my favorite game. Call or tweet me jimcramer, tell me your Top Five Holdings and i tell you if you need to mix it up a little to keep yourself diversified. Im watching netflix, the futures, my twitter stream and reading a book, am i diversified . Let me see, twitter is internet, netflix is internet, the futures are financial, reading is lets call that amazon. No, youve got to mix that up a little. How about like meeting someone and maybe like go to the movies . There, okay. Get diversified. I mean, have a date. All right. Yeah. I mean, focus. Kristin in florida. Kristin . Caller hi, jim, how are you doing . All right. How are you . Caller good. Ive got facebook, aig, corning glw, royal bank of scotland. Aig is a financial, its largely insurance company, owned by the Charitable Trust, synovus, thats two of a kind, aig, three of a kind. Corning is a Technology Company that does glass work and facebook is internet. Were going to keep aig, royal bank well get rid of, get a health care company, im going to integrate bristolmyers right there and then lets do diversified industrial oh, what am i in the mood for here . I want to do Lockheed Martin. I feel its right. Lets go to jason in washington, d. C. I want Lockheed Martin ceo. Jason in washington, jason . Caller jim, booyah. Booyah back. Caller thank you for all your service, everything youve done for us everyday investors and Financial Planners of guys like myself. Well, thank you, i want everybody to be a better client, better adviseadviser. Whats up . Caller yes, sir, yes, sir. Every day. Onko med, pharmaceutical, bank of america, medical property trust, adviser and google. Okay. Whoa, well, Real Estate Investment trust is not going to be the same as onko med which is a speck, we know that bank of america is a financial. Channel adviser and google, theyre actually, like, theyre one in the same, both internet plays that googles got big advertising arm, were going to sell channel advisoadvisor, bin bing, bing, and lets put in b g foods. Mad moneys back after the break. Id like to know, are you long america . We at ford in the United States are competing with the best countries in the world. Look at the Global Competitiveness by any measure. My life story can be your life story. You can start with nothing in america and create the american dream. Clients are always learning more to make their money do more. ann to help me plan my next move, i take scottrades free, inbranch seminars. Plus, their live webinars. I use daily market commentary to improve my strategy. And my local scottrade Office Guides my learning every step of the way. Because they know i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Ranked highest in Customer Loyalty for brokerage and investment companies. We saw a really telling divergence today. One thats just begging to be noticed because its speaking louder than anything else im watching. Im talking about the nonstop selloff in the consumer packaged goods plays versus many other portions of the stock market. Neither Proctor Gamble or colgate were able to rally. What does that scream . I think that Interest Rates arent done going higher. Todays climb back up is for real. Remember, these stocks are part of that bond market equivalent trade and they failed to rally when rates dipped back down the other day telling me that the recent decline in rates was not for real and that we will soon see the tenyear sporting a 3 yield. Of course, there could be other forces at work here. Principal cost for these companies is oil. Product haves to be shipped to the merchants, they use packaging that requires plastic that requires energy to be made. Plus, these Companies Often sell into the emerging markets where the growth is for them and you notice, have you noticed, thor merging market are getting crushed here. Maybe the purchasing power in the emerging markets are getting crushed too. I think it comes down to Interest Rates. These packaged goods stocks were terrific for so long. Even the worst ones, the ones with the least growth flying higher. I know i talked about how angry i was that my Charitable Trust sold these on the way up rather than holding on as they kept going higher. I thought the valuations were ridiculously stretched. A the the top, they were valued much more richly than biotech stocks. Despite the fact they only have 3 organic growth or less. And from the looks of it, they had further to fall. 4 is the new 3 , 4 yield breaks the fall the way the 3 yield used to. First youve got to recognize that it might be years before you actually see those 52week highs again. Thats because at their height, these werent just fixed income plays. And its clear from the action and all the taper talk we arent going to see low rates any time soon. While the companies have terrific consistent earnings, if the Company Takes off, the stocks will do nothing, nothing at all. Most of the companies are too big to be taken over. Your best hope is that management decides to break the businesses up and their yield sell at a hefty premium to the tenyear. Finally, fifth, perhaps if the fed tapers, slowing the economy, particularly housing, people believe were going to slip back into recession, then the consistent earnings streams, the packaged goods names will make them more attractive. But i think that still wont move the stocks up much at all. It will make them relative outperformers as the rest of the market gets whacked. They have become sales and you can and always do get lifts with these stocks. Maybe ill be wrong again, but with the prop of lower rates, i think the groups dead money. At best, they cannot do it without that prop and thats no place you want to be. [ male announcer ] ive seen incredible things. Otherworldly things. But there are some things ive never seen before. This ge jet engine can understand 5,000 data samples per second. Which is good for business. 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[ male announcer ] one pill each morning. 24 hours. Zero heartburn. 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. All right. So lets understand each other. I dont think that were done going down. But i also now want to put the Shopping List together. You circle back to the best names. Give you a classic example. When you take a tjx, they do well when the rest of retail does poorly. Boeing does well with oil prices go higher. Youre acting on the current scenario to pick stocks you already know did well because you just listened to their conference calls. We obviously if we just got the fed to say we are not going to taper until were done with this nonsense, then we go back up and thats why you have to start picking at things into the weakness. Theres always a bull market somewhere, im jim cramer, ill see you tomorrow jim cramer. I will see you tomorrow. Will the bombs start flying in just a few hours . The Senior Administration source tells nbc news that, quote, we are past the point of no return, and air strikes against syrian targets appear inevitable within days. But i dont understand why were telegraphing every punch and leaving assad and his regime in place. Were about to speaking to former defense secretary donald rumsfeld, and find out what he thinks president obama should do. Stocks rebound today, but the syrian news drove gold and oil higher. Are you about to see bigri