The stock market ever since Interest Rates started to go higher a few months ago. Today was one of those days and produced some fabulous results. Dow went up. Nasdaq rocketing 1. 1 higher. So went right, what did the market like so much . Its a compelling mosaic. One thats directly related to steals and earnings of the individual Companies Reported and much less to do thank heavens with the big mac row day that that comes out of the u. S. Government. Maybe we have been blinded by good news because of the uncertainty surrounding syria and the rise of Interest Rates. But when you get a sense that the government can do something, and that the republicans will work with democrats even if its toward a resolution to action in syria, that allows you to focus on the news of the individual companies and measure what it means for the earnings and therefore for their stocks. And when Interest Rates dont do much of anything, people feel emboldened to buy buy buy, not sell sell sell. Me, im still in the world im saying you need to sell sock of you have stock into rallies. So youll be ready for the next Interest Rate scare. You need to have some cash on hand because september is the coolest of months and while there may be unison in washington when it comes to foreign policy, theres no Common Ground when it comes to economics thats what were fighting about in next few weeks. But i like it when washington and the Federal Reserve and the bond market step aside. So we can see what companies are really up to. And today was pretty darn good. Where did the good news come from . First weve got great news from the auto sector. Principle prop of the economy. One that was not expected one bit. Why . Because so many people feared that higher Interest Rates would departme dent sales. That was a stupid thing. Car sales are great. And itser the rick for jobs and for the stocks too. Ford moat i were is doing nothing as european sales have been punk, couldnt get much of a grip on the domestic sales, 56 cent gains. General motors up 1. 70. We know that ford has worldwide operations and the earnings are much better than expect and we can believe that ford can trade back to where it was a few years ago when europe took the stock down. Thats because some of the vehicles being sold, the fseries, carry huge gross margins. So with this stock which is owned by the Charitable Trust could at least take out the 18 level we saw when the mad money invest in america tour went to a factory in dearborn, michigan. Second we got some terrific news out of tech. House of pleasure. First, we learned that communication Spending Continues unabated with sienna, and the telco giants reporting a beautiful quarter. For those of you selling sysco, let this be a reminder that you should stop it. Because cena customers are sysco customers. Business is a Perfect Company and the ceo doesnt want to say that at the same time hes making necessary layoffs as he keeps making the company. Dont want to be a bad guy or look like one. The sienna news should embolden you to buy jdsu. Get this one. 3 stock. Thats how strong the cycle can be. Given that tmobile and at t are trying to catch up to verizon. Well hear from them later on in the show. The smarter the cell phone, meaning the more video consumes, the more the Companies Need the cy links, particularly the chinese. Two other tech stocks micron and sandisk gave us huge moves today. Investors were worried about more flash supply coming on the market. But last time we learned of a four in a giant hynx plant in china which makes the chips that takes capacity out of the market. Less capacity means higher prices and higher prices means higher profits and this means higher stocks. Finally weve got a cut, an estimate increase for apple. As well as a new recommendation. Which reignited the stock and it looks like apples slumber could be over. At least until the new Product Introduction later on this month. We have in two retail numbers that made us rethink the negatives we have been stunned by. First we have a fantastic number from Dollar General. 10,000 store chain. Why was this number so important . The answer is a puzzle. We have been trying to figure out where all the sales from walmart and target went as they have been huge underperformers. This Dollar General certainly makes us feel that the consumer didnt stop spending but trying to get more money. At the same time, we have been fretting about a power for a why not. But weve got a double shot in the arm from g3 which makes all sorts of clothing. It closed up 54. Given the g3 licenses, this could mean that dicks may not be doing that badly. It also means that pvh write has a close relationship might be doing better. The g3 news also allowed the stock of the fcorps which had been in the doldrums to roar to close up. Apparel and clothing, retail, have been very weak. These numbers other than francescas are going the other way. And finally the heavy shorted names, les moonves, cbs, he was on squawk box this morning and les said theyre watching netflix. Bingo, 52week high for netflix. Zillow went up a when we learned that james packer has taken a 9. 4 stake in the company. Herbalife went up to 64. 14 on news one that google him, bill steritz who has engineered so many food segments is the largest shareholder. Besides being a short sellers football, herbalife is indeed in the food and drink business, nutritional is up plummets. Hey, kindle gave us a new ereader. We have one more upgrade, sell to hold of best buy. The left for dead retail is one of the best performers of the year. What i dont like about this market every day is case by case. If the president runs an uncertainty in syria, the feds are not staying accommodative. On days like this you have to wonder why the fed has kept rates down. But if Interest Rates are going higher well rue the day we felt confident about the earnings i went over. Take washington, whether it be the fed, the congress or the president off the table. You have Interest Rates calm, then we get to scrutinize earnings and the earnings were darn good. And the puzzle is to be resolved in a bullish fashion. Tomorrows puzzle whole different ball game. How about frank in texas, please. Frank . Caller hello, jim. I appreciate you, everything you do. Oh, youre terrific, thank you. Caller you have been very positive about the automakers. Particularly ford and gm. Over the past several months if not longer. Ive watched you over and over say i think it would be a good thing to get into, theyre doing great things. Then this morning, we got the merchandising part of it saying they all had double digit increases in sales in august. Do you think, jim, that ford and General Motors is still a good buy . Absolutely, frank. Let me tell you why. If you go back two years you will see ford peaked at 18 and then we saw europe get bad and it went down. We are still not back at that peak. As a matter of fact, were not back to where it was two weeks ago when the sales werent that good in america. I think ford buy buy buy. Miles in minnesota. Caller booyah, jim. Somebody drafted a miles on the board. I didnt get him. Whats going on . Caller 1800 flowers after they posted their earning last week, i want to buy some more or sell it . You know, they did not i mean, i would have liked more revenue growth. Remember they did you know, look, this is a company that is basically treading water here. We have to find out more about this. I dont know why its treading water. This used to be one of the best stocks. Let me do some more work on it to see why its not blowing up the numbers. Its a wellrun company. Lets go to prem in california. Prem . Caller yes, mr. Cramer, i have a question. Google has been a key stock for you for warren buffett. I believe you also have invested in cocacola. People are now more Health Conscious and trying to avoid sugar and drinks like cocacola. The stock is down significantly. What are you going to do with your investment with cocacola and what is your advice for a small investor like me . Okay, we did sell cocacola not right here in this area. Ko when i say we, i talk about the Charitable Trust and the we is stephanie lake. She and i were debating cocacola today. She feels its the right level to buy. I have such faith in caroline levy who downgraded it to a sell that i told stephanie, i think its not right for the Charitable Trust. If its not right for the Charitable Trust it is not right for you. Case by case. Thats how you have to view the market. Today we got Strong Enough news to overcome the shadow of the gloom. Tomorrow, wait and see. It is day by day. Mad money will be right back. Coming up triple threat . A long line of dotcom players never lived up to the hype, but cramer has three online stars that could shine for years to come. Dont miss his take on the domains that are defying the doubters. And later, making the cut. Not everyone has what it takes to play in the big leagues. Tonight, cramer separates the pros from the amateurs as he completes his fantasy stock portfolio. Which players have what it takes to join his dream team . Dont go anywhere. The final picks are just ahead. Plus, video vixen . From tablets to smartphones, more and more people are watching on the go. Is xie lin, the hightech you have been looking . Find out more. All coming up on mad money. Dont miss a second of mad money. Follow jim cramer on twitter. Have a question . Tweet cramer mad tweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. [ male announcer ] some things are designed to draw crowds. Others are designed to leave them behind. The allnew 2014 lexus is. Its your move. When you look back at the evolution of the social, mobile and Cloud Technology offerings from the last year, all you can do is smile at the trajectory of these companies. Thats because these stocks, stocks like linked in which announced a huge secondary last night or yelp or zillow. These have been incredible performers. First consider linked in. Heres a company that became public in may of 2001. Nearly went to 94. Social networking site had a ton of positive buzz. At the same time, the opening is widely criticized and as a throw back to the dot bond days when people chased the dubious internet days without opportunities for profitability or in some cases even sales. N sure enough, linked in dropped to 60 in sales and there wasnt a hope for long term growth. Two years later linked in has developed a fourfold increase in earnings, not revenues. The stock is up to 238. I think its not done yet. I bet the secondary file gets snapped up without a hiccup and earnings could conceivably double again next year. You heard me, double. Then theres zillow. Letter z. The real estate listing company. Here is one thats despised by many short sellers and there are High Quality Research that says the stock is severely overpriced. Or was it . Zillow was public in 20 in 2011. Then immediately opened at 35. 77. Amid calls of internet overexuberance. Wasnt this just a company that helped define the price of your house . Real estate porn . Sure enough the real estate came back to earth and its trading at 22. 06 months later with the chatter that that had gotten big. And zillow, with a 100 stock that went higher by the day. When i mentioned zillow a week ago, i was bombarded by people who thought it was overvalued. Including a fellow who was all over me with top Notch Research about what a joke zillow was. Wanted to know why i was such a loser and i quote, it doesnt even own content, the guy said, doesnt own content. Maybe somebody should tell australian billionaire james packer there. Last night, this billionaire bought what well, he bought 9. 4 of zillow. No wonder its reached 82, a 3 discount to the last sale. Packer probably bought it all. Finally theres yelp, the provider of reviews with so much mobile momentum. It flew straight up to 24 the first day of trading. A few months later as part of the june swoon, yelp dipped below the offering price. But thanks to the quarters with spectacular revenue growth, stock is now powered higher to 55. As yelp clearly can go profitable any time it wants to the rollout is so strong that every penny should be plowed back into the smart company. All three of the stocks have been gigantic winners and i think theyll keep wink as they go into the social, mobile and cloud. I know its chic to be jaundiced and jaded, but they have defied numerous short calls and they continue to triumph. Those who felt burned by the last internet go round felt vindicated by groupon or the facebook ipo and the debacle afterwards. Well, theyre smart this time around, because this time for the most part, they worked and they seem to continue working even at these admittedly exulted levels. Stick with cramer coming up making the cut. Not everyone has what it takes to play in the big leagues. Tonight, cramer separates the pros from the amateurs as he completes his fantasy stock portfolio. Which players have what it takes to join his dream team . Dont go anywhere. The final picks are just ahead. Ready to run your lines . Okay, who helps you focus on your recovery . Yo, yo, yo. Aflac. Wow. [ under his breath ] that was horrible. Pays you cash when youre sick or hurt . [ japanese accent ] aflac. Love it. [ under his breath ] hate it. Helps you focus on getting back to normal . [ as a Southern Belle ] aflac. [ as a cowboy ] aflac. [ sassily ] aflac. Uh huh. [ under his breath ] i am so fired. Youre on in 5, duck. [ male announcer ] when youre sick or hurt, ys you cash. Find out more at aflac. Com. With the nfl season starting tonight at nbc at 7 30 eastern time, you dont want to miss ravens versus broncos. This week were hosting our own mad money fantasy stock football draft. The truth is, if you put half as much time into building your portfolio as some people put into building a fantasy Football Team, thats enough homework to rack up some serious gains and listen to the experts. I sure did. Last night, history was made when our mad money Team Fantasy Football League had the firstever live draft and i was cheating. I mean, i was texting with Espns Adam Schefter the whole time. You can follow in the mad money team league by checking out the mm touchdown on the social network of your choice. But the other reason i love the nfl analogy, putting together a firstrate football franchise has something hugely in common. The need for diversification. You cant make a Football Team out of nothing but quarterbacks although a couple of guys tried that last night. Or only a wide receiver or an entire team of kicker. Thats completely ridiculous. The same way you cant make a portfolio out of five stocks. You need different stocks. Last night we drafted three and along with starbucks and disney and one pick for tight end 3m. Tonight i told well fill out the rest of the team. Well draft some defense, a kicker to round things out. People think defense too early i dont know. Lets start with the receivers. In football, your Wide Receivers are the fastest men on the field. The guys you throw the ball to when trying to make a big play. So in stock terms that means we need something with momentum. Something that can still have a ton of upside like the ski daddy skis which is my team and with a team that knows what to do when it gets its hands on the ball. The Wide Receivers are notorious head case selections and we have tailored our picks with that in mind. In other words, you want a player like Calvin Johnson also known as megatron or dez bryant from the cowboys, oh, sorry, dez, you, if youre looking for a wide receiver for youre looking for a wide receiver stock now here its amazon. Com. Just like Calvin Johnson, amazon is coming back from the injury which it reported at the end of july which many people considered disappointing. But the stock has started to rebound. I wouldnt bet against amazon. Amazon has a terrific longterm track record and theyre ambitious. Amazon, everything it does it does everything it can to become the number one global fulfillment player. Building warehouse after warehouse, so they can do same day or next day delivery. Of course amazon trades at 100 times next year earnings estimates thats absurd its absurdly expensive. Even when the company has a 36 long term growth rate. But you know what . You could have made the same argument 16 months ago when the stock was 194 and now its at 294. Amazon has a cult following. Shown a consistent ability to chew up yardage, to borrow a line from breaking bad, amazon is in the empire building business. I think youd be nuts to bet against it. Our next wide receiver another controversial one, i told you these were head cases thats what you do when drafting fantasy. Netflix. Its super expensive and it reported a quarter that wall street wasnt entirely happy with and the stock has resumed the long march higher anyway. Netflix is one of the greatest turn around stories out there. They stumbled and the stock fell from 300 to the low 60s but now they have come out with original programming thats pretty terrific. House of cards not so great or at least for me orange is the new black. Giving subscribers what they want, the ability to binge on what you love. They have 8. 56 million subscribers with a stock 10 away from the peak. Netflix has gotten back into the virtuous circle mode where its growing new subscribers than growing new content. They have made deals with disney and warner brothers. A fabulous interview this morning, les moonves said he find netflix integral to bingeing. It wont be over until they disappoint the cult following in 2011. And next draft pick, bring it down to earth a little bit cramer fade oeg resources. The top notch oil and gas play that has some of the hottest discoveries and in the Delaware Basin which can be the next oil find. The price has been but even before the syria driven move it was putting up incredible numbers. They delivered a 37 cent earnings beat off a 1. 73 basis. Eog has been hot. It takes out high after high. Now we draft the playing d in football is a bruising, punishing relentless and unsung business. I like the seahawks defense and the pats defense for first four games. So whats the defensive stock that we can analogize here . I recommend United Health group. Unh. The Health Organizations seem to be the biggest winners from the Affordable Care act. There are 30 million more people looking to buy insurance. Unh is one of the largest in the space and the recent quarter was phenomenal. Dow stock, it can work even if the domestic economy stalls out or goes in reverse. Finally, drafted least we need to find a kicker. While some think kickers are irrelevant they can be the difference between a win and a loss. They need to shake off anything that goes. For the Fantasy League i like matt bryant and who can shake things off better than celgene . This high Quality Company has a ton of shots on goal with the fda. And including the anticancer drug. So its doubled since actually more than doubled since the last time. Its still going higher because its inexpensive on 2015 numbers. Heres the bottom line. Building a stock portfolio is not so different from drafting a fantasy Football Team. In addition to the quarterbacks and the tight end i gave you yesterday you also need wide receiverlike stocks capable of making big plays like amazon or netflix. You need a defense, i like the one put out by United Health. And celgene. And i took lesean mccoy, jackson and luck high in the draft. For my full team go to jim cramer on btwitter and remember i won the mad money super bowl last year. Stop snickering, all right . Okay . Got it . Oh, lets take some calls. Daniel in california. Daniel caller hey, jim, hows it going . Well, you know, people are making fun of my pick, i think thats a mistake. The proof is in the pudding. Whats up . Caller all right, im a recent college grad and i have about 70 shares in g. E. I wanted to know your sell. To know your thoughts. Is it a sell sell sell or a buy buy buy . G. E. Should be a laterround pick. I used to think it was a first three pick. Im now thinking its going to be on board for the 12th and 13th round which means im not picking it. Wow. Lets go to morgan in california. Caller hi, dr. Cramer, how are you . Im doing great. Caller it was my sons first day of school and google, every time i try to work it doesnt help i cant do it. Help me understand google. All right, i think google is an inexpensive stock, i think the chart looks great. Whats i was going over it last night. I have to tell you something, i think google is going to have a great quarter because they figured out programmatic advertising. I think theyll get it right this quarter. Ill be very clear about this, i think google is a great deep in the money call play for many of our viewers going out to december contracts. I implore you to spend as much time on your investments as you do on fantasy. Dont forget jim cramer, twitter, to find the whole fantasy thing. Then we have the allstar portfolio. Dont move. Lightning round is next. [ male announcer ] imagine this cute blob is metamucil. And this park is the inside of your body. See, the special psyllium fiber in metamucil actually gels to trap some carbs to help maintain healthy blood sugar levels. Metamucil. 3 amazing benefits in 1 super fiber. [ chainsaw buzzing ] humans. Sometimes, life trips us up. Sometimes, we trip ourselves up. And although the mistakes may seem to just keep coming at you, so do the solutions. Like multipolicy discounts from Liberty Mutual insurance. Save up to 10 just for combining your auto and home insurance. Call Liberty Mutual insurance at. To speak with an Insurance Expert and ask about all the personalized savings available for when you get married, move into a new house, or add a car to your policy. Personalized coverage and savings all the things humans need to make our world a little less imperfect. Call. And ask about all the ways you could save. Liberty Mutual Insurance responsibility. Whats your policy . Lightning round is sponsored by t. D. Ameritrade. It is time, time for the lightning round. Cramer and tell you buy buy buy or sell sell sell. I dont know the callers and lightning round is over. Are you ready, ski daddy . Time for the lightning round. Why dont we start with pat in new york. Pat . Caller hi, jim. Im calling about an ali capital management. Im not happy with the performance of late. I do not want to recommend this stock ahead of what could be a fed tapering. It is just too hard for me to figure out what they own right now and how theyll react. I have to say, dont buy. Gail in new jersey. Caller hi, jim. Thank you for taking my call. Of course. Caller thank you. Id like to know if i should hold or sell bay tech synergy, bte, inner pierce, erf, or lynn energy. Let me take bay tech. Its a canadian, when i recommend it like pax implications and not that great of a yield. Im not im going to say ixnay on that. Karl in washington. Caller yes, booyah, cramer. Whats up . Caller i want to know your take on service source. I kind of like service source. Let me get that up. Yeah, we like anything thats involved with health care. Life science. Because we have seen a lot of takeovers in the group. I think its terrific. But its up 112 , so lets not be too greedy. Lets go to peter in colorado. Caller calling from boulder, colorado. Eat what you kill, booyah, jim, its cramerica, woo good luck denver, close enough to do the job. Whats on your mind . Caller i love your show, cramer. Tell me about your forecast on rockwood holdings. I like the chemical stocks very much. I think theyre a buy. I think theres a cyclical recovery going on. I need to go to scott in michigan. Scott . Scott . Caller yeah, hi. Hi. Caller hey, im looking at x1 stocks. What do you think of that . The 3d plays are all specs. Now, i am willing to embrace them only as speculative plays. These are not investable. Way too expensive. But i feel if anybody wants to do them they do them deep in the money calls. Cut your risk. Cut your risk. Lets go to terry in california. Caller hi, mr. Cramer. Good afternoon. And thank you for taking my call. Of course. Caller i would like to know how do you feel about public no, i liked it for a great deal of time. Including at the the lower the market. Dont buy. It doesnt have the yield i want. I dont like the Interest Rate scare situation, how its impacting that stock. Jeff in illinois. Jeff . Caller yeah, jim, i have a question about dole food. A couple of months ago, you had indicated sell shares of dole food. You didnt like the management team. Right. Caller David Murdoch is attempting to buy out the company, the remaining 60 of shares. 12 bucks, it was raised to 13. 50. And now there is a special committee and its above its stakeout price at 13. 76. Where do we go from here . Im not quite sure. I think you should ring the register. I dont think theres a lot of upside and a lot of downside. That means i dont want to be there. Ring the register, caching, caching. Lets go to mike in new york. Mike . Caller a big booyah to you, jim. Thank you. Whats going on . Caller well, im thinking of going in to immunomedics. I havent looked at it since ive owned the stock in 19 probably 83. So ive got to do some work on that. A very speck whattive situation. Lets go to jack in new jersey. Caller love your show. Exxon mobil, buy, hold or sell . I see no reason to be in exxon. Id rather be in chevron. So lets say no to exxon. And thats the conclusion of the lightning round the lightning round is sponsored by t. D. Ameritrade. Coming up video vixen, from tablets to smartphones, more and more people are watching on the go. Is xilinx what you have been looking for . Find out in cramers exclusive. [ 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. 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. Because planes use less fuel, spend less time on the ground and more time in the air. Suddenly, faraway places dont seem so. Far away. People find out state farm does car loans as well as they do insurance, our bank is through. Good point. Grab an edge. Look theres two guys on the state farm borrow Better Banking sign. Nope for real theres two dudes on the state farm borrow Better Banking sign. [ reporter ] breaking news from the state farm borrow Better Banking sign. Were seeing two men that have climbed the borrow Better Banking sign gentlemen please get down from the state farm borrow Better Banking sign. Phil get the hose. Okay hes getting the hose. Alright, lets go. [ male announcer ] talk to a state farm agent about car loans that can save you hundreds. Thats borrowing better. Not only was this a good day for the market, but it was a fabulous day for technology stocks. Maybe the first of many. Thats because were now entering what is seasonally the strongest part. In short, i think you want a stock like xilinx. The Semiconductor Company is the number one maker of programmable devices. These are chips that can be customized for each customer and used in everything from communication equipment, to data processing, industrial applications, Consumer Products and even autos. This xilinx controlled 50 of the market. Its single major competitor, altera, at 39 market share. I think theres room enough for both companies. They make up just 2 of the total 300 billion semiconductor market. They can take it from the traditional players who cant make chips that are customized. Within the space though i think xilinx is a stronger player which is why my Charitable Trust owns the stock. Xilinx has given you a 22 gain since we last spoke to the ceo. Lets check in with the president and the ceo of xilinx, to learn about where his company is headed. Welcome back to the show. Good to be here. When i think of you, i think of the tshirt you gave me and i work out in it. Now two heads together. Let me ask you a question. I was reading the terrific transcript. I have to tell you in all the years ive followed you i never heard you this bullish. Well, we are seeing a tremendous upcycle driven by strong portfolio. The imminent deployment of Wireless Infrastructure in china is going to be a major driver. Theres a lot of things that are hitting and we foresee growth coming. Okay. Now lets talk about china, theres not one, but three carriers. But youre already teased there, in other words, they all know owe. But this looks like the biggest investment cycle i have ever seen in telco. It should be a huge one. Its several hundred millions of dollars over the next few years. We expect to have twothirds of the market share on this round in china. In particular. I noticed that youre connected with arm holdings which we rad as the hottest Semiconductor Company. Yes. We have a Product Offering called zinc which enables us to expand the share into automotive as an example which will be a big growth for us. We are looking at 17 million cars and trucks being built in this country. Can you extrapolate that to xilinx or do we have to look at the worldwide picture . Its a worldwide phenomenon. It will start first in europe and then expand in japan and its driven by legislation in europe. In particular, theres going to be a huge focus on safety where theres automated capabilities which will identify falling in front of a car and applying the brakes and things like that. Were in a lot of the emerging standards which will enable us to be in these models and they will be deployed in europe first. And then in north america and the rest of the world. You think ford and gm, if they have them over there theyll bring them over here . For sure. I think the technology will be deployed worldwide. Now cisco reported, i thought their quarter was good and John Chambers talked negatively about the future. Youre a player with cisco and your business has been strong. We expect to see growth as we replace the other Semiconductor Components in particular asix, the past way of implementing systems, now theyre moving more and more to fpgas. Is there really more importantly a rising tide here . Its clearly a rising tide. Its a slowly rising tide, but its finally rising in north america and in the emerging economies. Now, people are always trying to figure out who makes the smartphone smarter. I always say xilinx particularly if its video. Thats a major portion for you guys. Yeah. The smartphones will become a useless door stop unless theres the bandwidth or the infrastructure to carry all the calls. In particular video is a big issue. We have a huge upgrade cycle in the lt upgrade in north america, in china now, in europe. Already happened in japan and its driven by our devices. Do you think its a correct take away to be able to say wait a second, soft banks are putting more money into sprint if Deutsche Telecom is putting more money into tmobile. It can lead to more business for xilinx. Absolutely. And the names that you mentioned are actually behind, so they need to catch up with verizon which is the which is looking to upgrade their networks in a big way. When i first broke into the business, altera, xilinx, one bigger than the other at various times. Is it becoming a strong number one and a distant number two . Well, we are aspiring to that and the 28th animator, we shipped 72 market share this last quarter. Yep. Now when i look at the broader world, we are kind of gripped with the sense that we have this 2 gdp here. Europe may be coming back, china is now coming back. You have a global outlook. Is your take that 2014 is going to be substantially stronger or flat versus 2013 . My expectation is that 2014 will be stronger, but there will be some markets which will be substantially stronger and so i think its going to be split and, you know, depending on the end market and on the end geography. We are seeing a bifurcation in a big way. It makes neil me feel better about the stock. Youre doing a lot of things right. The president and the ceo of xilinx, has been a big winner. I think it stays a big winner. Mad money is back after the break. Coming up its been a strong year for the market but as the issues mount at both home and abroad is your portfolio positioned for whats next . Call, tweet or email and find out in am i diversified. [ male announcer ] what . investors could lose tens of thousands of dollars in hidden fees on their 401 k s . go to etrade and roll over your old 401 k s to a new etrade retirement account. None of them charge annual fees and all of them offer low cost investments. Etrade. Less for us. More for you. To stick with our mad money fantasy football draft fee, i want to challenge you to take a good hard look at your current portfolio. Hey, remember that you can follow along with mad money Fantasy Football League jim cramer, mm touchdown. Have you drafted too many techs, put too many Energy Players out on the field . A couple of guys in our league did. You need the best starting line judge possible. How do you do that . Diversification of course. That way youre safeguarded against any volatility, geopolitical activity, tom brady. Lets talk about diversify, and you tweet or call me, tell me your Top Five Holdings and ill tell you if its diversified enough or if you need to draft some new players. My father is wearing a Desean Jackson jersey in that picture. Lets start with a tweet, who says booyah, havent played am i diversified in a while. Under armour, Cogent Communications group, home despot, imax, berkshire hathaway, lets go to work. Okay, home depot, we know thats the terrific home goods retailer. Under armour, a very good quarter. When i think of under armour, i think of protect this house. Ravens. And we know the great business is in china. Berkshire hathaway, thats interesting. Some say its an insurance company. Cogent, well, you have more telco there. We have tech, retail, clothing, apparel, entertainment, and diversified. That is just perfect guy came to play. You know, kind of overweighted. Took a while on the firstround guys. Not bad. The other guys in the league, obviously picked kickers to start. Lets go to ken in florida. Ken . Caller booyah, jim from lake land, florida. Booyah. Caller thank you for all you do. I really profited from being a fan of your show. Thank you. Caller tonight my Top Five Holdings are United Health care, home depot, starbucks, apple, and adobe. Oh, we have to do some tough work here. Starbucks we know that company. Thats our growth stock. Quarterback we like that name. United health, terrific defense. Health care. Home depot, well, were familiar with that from the last pick. Thats a retailer. Now heres the problem, adobe and my Charitable Trust owns it. Well get rid of apple today, dont take it personally. We cant have them both. Why dont we add we need a diversified industrial. What did we say last night . We said boeing boeing, adrian peterson, thatll do it for you. Apple out. Boeing in. I confused them all the time. Lets go to tommy in my home state of new jersey. Tommy . Caller how are you, jim . Real good, how about you . Caller good. The five stocks i want to tell you about are sirius xm, qualcomm, white way foods, metlife and what was the other one . Sirius xm, qualcomm oh, black stone. Gotcha. All right. Here we go. First of all, sirius satellite where i am on with fantasy guru, mr. Hanson, good show. Metlife is insurance. Qualcomm is semiconductor, white wave is the organic food company. Black stone. Purists would say metlife is too much like black stone. Im going to disagree with them. I like black stone very much. Ill say call a private equity. Im going to bless this portfolio because of food, entertainment, insurance, private equity and tech. I think it works. I like all these teams. Im going to run them through. Its ppr, dont forget. Booyah, cramerica. Mad money is approaching the 2,000th show. Why do i come in here every night . To fight for you to remind you that the American Dream is alive and well. To celebrate our 2,000th show i want to know why you the citizens of cramerica watch. So i ask why is mad money important to you . Booyah, jim. Thanks for all you do for us little guys. I love mad money for the incredible ideas and insight jim offers. I love it. Thanks for giving great advice. Show me. Send me, share it on facebook, use the y2k and we might use it on the air. Can i get a booyah . Ready to run your lines . Okay, who helps you focus on your recovery . Yo, yo, yo. Aflac. Wow. [ under his breath ] that was horrible. Pays you cash when youre sick or hurt . [ japanese accent ] aflac. Love it. [ under his breath ] hate it. Helps you focus on getting back to normal . [ as a Southern Belle ] aflac. [ as a cowboy ] aflac. [ sassily ] aflac. Uh huh. [ under his breath ] i am so fired. Youre on in 5, duck. [ male announcer ] when youre sick or hurt, aflac pays you cash. Find out more at aflac. Com. [ male announcer ] when youre sick or hurt, aflac pays you cash. 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. Does the market have you stumped . No fear. Cramer is here. Just email him, madmoney cnbc. Com. All right. Lets not be too greedy. It was terrific today. I know that. I still believe that the big ramps up are chances to be able to trim the stocks you dont like and then we get the Interest Rates scares. It comes down and you buy more of the stocks you do like. Thats what we have been doing for my Charitable Trust. And i have to suggest the same for you. I think it actually is the right thing to do when we get the up 100, up 150 dow days. I wish everyone a happy jewish new year. Okay . And i hope you pick really well in your fantasy. Theres always a bull market senator john mccain succeeded in getting a much more muscular war resolution in the senate. This brings the nation one step closer to military bombing in syria. Noteworthy is the fact, however, the stocks rally nicely and the gold rallies despite impending war. Why is president obama steering away from creating his red line. Now hes going into conflict and the rest of the world, really, mr. Presid