Reserves. This chatter permeated almost every single moment of todays session. So in the interest of trying to help you make money, did you hear that, make money, as opposed to trying to force feed you some political nonsense about what bernanke should have done if he had half a brain and, yes, the commentary at that time, at many points today was that ugly. Boo let me give you a check list of what matters to the stock market and what doesnt because thats what were about. First of all what matters is the future, not the past. One of the chief criticisms i heard today is that given how strong the data has been today, hiring, very good housing statisti statistics, what the heck is bernanke doing by not getting Federal Reserve out of this ridiculous bond buying program. This is an unacceptable and foolish, lacking in rigor, line of thought. I want you to ponder for a moment, just ponder the notion that ben bernanke instead of running the fed runs a huge retailer. I want you to thing like a retailer analyst for a moment. Try to figure out how ben bernanke is doing. Would you after listening to him yesterday raise numbers for the. Cog quarter or lower them . I think the answer is pretty darn easy. I think you would slash retail numbers in the fourth quarter. Why . Because suddenly the future has become worse and with the impending Government Shutdown, it will get worse. I kid you not. The fault and downgrade could be creeping into the vernacular. Bernanke is a student of history. He doesnt care who will cause the shundowtdown. Hes not political. He just knows that the economy folded during the shutdown as all Monetary Services were cut back instantly. So he knows Speaker Boehner has adopted the policy of the president and theres no doubt about it. During war similar to the clinton gingribegigingrich deba market diminished. He head i slowly back to academia would be. What was that bozo the clown thinking. How could he have tapered knowing what lay ahead. Many people tell me that bernanke has misjudged how strong the economy is and that the stock market which is hitting new highs yesterday knew much more than he does. Why should we believe that, people . Weve had severe declines going to every single one of these government fiascos. In every case no one thoul they would be as bad or as paralyzing as they were. In every single case people told us to start buying stocks right when they started. I did not because i think these are hideous things. I think the collective market is as naive now as they were. I think ud would be nice to know that the feds are our backs in the next couple of weeks. He knows the shutdown could destroy cough dense and shut down businesses. He did not put them at risk or anything of that gibberish i heard all day. He simply saved housing from rolling over which is what looked to be happening at the end of august when the low Mortgage Interest Rate opportunities occurred. He doesnt want to end it when were still only building a third of the homes that we were building before the Great Recession. Isnt that in credible, people . I think with a few words bernanke was able to knock off a quarter percent of the mortgage rate. I regard that as a win. Not a loss. Where is the problem with that. More important theres no credibility issue here. That was another ke nard. Just the opposite. If the fed had no credibility they would. Have had their biggest rate drop in two years courtesy of a couple of comments from this man. You know what that is . Thats huge credibility. Talk to the Hedge Fund Managers that were short bonds right into this magnificent rally, betting against bernanke. Oh, yeah. They now know that bernanke has both power and credibility. They lost their whole year yesterday, slapped them upside the head by the mean whamajama, the fed chief, although they probably didnt call him that when he was the head of princeton. You heard that rap. Well never stop quantitative easing. These people, what script is that . Sent me that script. Is it from the office . Let me tell you how stupid it is. Weve heard that same, the feds radicals cant stop and its risking the republic. I heard that. The republic is on the line. One republic. These people, they took you out of the market thousands and thousands of dow points ago. Remember where im coming from. Im trying to help you make money. If the fed were trying to pull the plug, you know what . It could do it. The dow would drop 2,000, maybe 3,000 points. Youd still be ahead of where the jokers pulled you out because of politics. We finally had good data. Theyre anything but firm, frankly. Whats the point of tapering when walmart, target, macys, nordstroms, pvh, ralph lauren and now pier 1 say things have gotten rocky of late. How is that reassuring. Pier 1 says its our fault. The other guys, they all said the same thing. It is the economy. It is true that overseas is strong and getting stronger. Companies that deal with International Markets like the Big Industrials that we hear more about, they arent getting their tailwind from the United States. Theyre getting it from china, brazil, russia, mexico, and canada. Theyre coming back. Remember its always about earnings on mad money. I think about home depot. The company does very well when the domestic, not international but domestic economy is humming. Home depot has been soaring ever since the bottom of the Great Recession but it ran into a brick wall when it reported a month ago. The stock dropped almost 10 because smart investors were able to see this was the last good quarter for home depot given the sudden p and sickening decline in rates. You need to know what the fed had to do to take action like that. The fed needed to reverse the core of that stuff. It tees barometer of the course of spending. The fact that he was able to get them ba from 78 to 72 is a sign that he got a chance to get the sector going. Im being proverbial, not literal. Thats the impact of what hes saying on the stock. Its really remember, we could have the possibility of an ugly shutdown, youre not going to be shopping at home depot. That could shave millions and millions in the upcoming quarter including home depot. Thats the sort of bubble action not to be frowned upon. I told you its a cold stock. Ice a cold stock. That means it could go up for a long time. Should pandora have gone up 7 points in the last week to week and a half . Thats more super bullish activity as could of course the giant run in gold which i constantly say should be your partnership. But the bottom line is this, complainers, the grousers, they think with political hats on. They want to think how the fed is wrong, to do this or that, and it should be tougher, less acome david. Me, i have a simple litmus test. Do i have a different following . Do i think things will improve because of bernankes actions . You bet i do. But then again, im not trying to win you over to my point of view. Im not trying to lose your money. I am simply trying to help you make money. Jonathan in florida, please, jonathan. Caller booyah. Hows it going, jim . Real good, jonathan. How about you . Caller im doing really well. I was wondering about sony. Im wondering if you think theyre starting a big turnaround. I happen to like the japanese market. I dont want to single out sony although dan loeb says its good. Japanese etf, thats what i want you to play if you think japan is turning as i think i do. Mark in ohio. Caller we just got through our day of atonements. Have you atoned for all the sins you made with your incorrect any incorrect picture you might have made from last year . Im the only one that does the atone meant show so i dont know about the other guys. Caller okay. Mcdonalds just raised their f dividend. Or since they went into the chicken wings business should i buy into that . No, thats grain cost issue, tyson foods. Mcdonalds is doing it as a promotion. We dont know if theyre going to stick with it. Sally of Buffalo Wild Wings said theyre not the movie. Put on your financial hat. Youll feel better. Mad money will be right back. Coming up, peer pressure. Shares of retailer at peer 1 are under water today after a weak report caused a steep sale on wall street. Is this your chance to buy at a discount before the Holiday Season or should it be left on clearance . Find out in cramers exclusive. And later, best for the rest. Cramers been offering up the best stocks for the rest of 2013 all week. And tonight hes taking to the skies. Its a group of stocks thats been flying this year. But which ones will continue to the stratosphere. Plus, changing the game. New jersey is breaking new ground in the Online Gambling arena as the odds are tipped in the favor of new companies, which players could hit the jackpot . Cramer checks in with the ceo of International GameTechnology Just ahead. All coming up on mad money. In Mortgage Rates been for the housingrelated retail names . Hey, come on. Thats one of the Big Questions weve been pining away on mad money. Pier 1 with over a thousand shores has gone through a monumental turn around through the financial crisis thanks to the ceo alex smith. Just this morning they reported and this well run Company Reported a rare miss, 4 cents lower than anticipated. To make things even further, pier 1 lowered its guidance. 13 . Weve got to feel whats going on. How much is decelerated housing. They didnt say anything about that. They said, no, its all on us. So lets check in with alex smith, the president and ceo of pier 1 imports and someone who has made a lot of money and find out whats going on with his company and whats going to happen next. Welcome back to mad money. Thank you for having me, jim. Glad to be here. When i saw the number, i, unlike you, wanted to say some of this had to be because of regional wae aal weaknesses in company because of rates. Youre just not that bad, man. Thanks for saying that, jim. Heres the thing. When we looked at how we executed our store business in the quarter, were really not very happy and we know we made some mistakes, and until i can say that we executed flawlessly, im not about to blame outside forces. So thats really just how we think of pier 1 imports. Weve got to get our own house in order here. Well, some of the best merchants said the same thing to me, without blaming themselves, that traffic was soft in july. Why cant you just say that in the country traffic was soft because i know you say its a fragmented industry, but the truth is, sir, that no one we had the Largest Shopping Center guide in here. No one had good traffic. Why should you have had good traffic . Its back to this whole sort of market share conversation, jim, that you and i have had before. We are such a small percentage of a very large and fragmented industry that we believe in our hearts of hearts that even when theyve been able to trance send that somewhat, so thats my only point in all of this. We see the numbers the way everybody else does. We know whats going on. As i say, our mindset is just weve got to fix what we can fix. Alex, why did you cut back in retrospect, obviously wrong, why did you cut back on ad spend . Were you confident that things were better in the country or your lineup was better . You know, jim, i think what happened is we got really very overexcited and overeenamored with where we were going with our Online Business and we were very focused with building out that business, and so our mar telling was branding traffic to our website real estate than driving it to our stores. In the cold gray light of morning that seems like not a smart decision. Youre increasing your tv presence by a rather remarkable percent. As you mentioned tv spots. Will this do it. Well, we have it starting at the beginning. It runs all the way through christmas with increasing waits as we get near to the Holiday Season. So some new holiday ads to come on in november. So were pretty optimistic that that increased tv waiting is going to help. And as i said on the call this morning for the first time in many years were going to be back on ned work tv which is great for us. Now, you did mention that there were some regional areas twhar better what was going on in that part of the country . We were disappointed in the northeast. Its a huge, huge market for us. Weve seen it in that part of the world incrementally less strong than in other parts of the country. The northeast. See, i would have i know you did some remodeling in boston. I mean is it the look and feel of those stores any different from the rest of the country or is that some sort of funk that you can identify . I cant give you any finite reasons without starting to blame outside influences. One last question. You know i go to your store every halloween. Thats where we get all your stuff. Was there anything with your actual merchandise selection and is your merchandise selection meeting with what the public wants right now. Oh, were really, really comfortable in our assortments and youve seen our halloween assortment. Its really res nagt. We think were really good at the whole Holiday Seasonal piece, and so were confident about those. So, no. The other thing i would say is that although the traffic has been light, jim, the customers who have been into our stores, our Conversion Rates on our actual ticket and transaction rates all have been very strong. So its not a question of any rejection of what were putting in front of the customers. Its just not enough people in the stores in this second quarter. Well, look. Thank you for your candor. There were many people who i felt did miss the market, didnt have the right merchandise and just said it was Interest Rates. Youre a candid man and thats one of the reasons youve made so much money. Alex smith, president and ceo of pier 1 impoints. Thanks for coming on the show. Thanks for having me. We should change our minds and not be so negative about the stocks. Pier 1, think its right. Stay with us. Coming up, boost for the rest. Cramer has been offering up the best stocks for all of 2013. And tonight hes taking to the skies. Its a group of stocks thats been flying this year, but which ones will continue to the stratosphere. No taper. They did not taper. There was nobody who had zero. Kudos to maria and bill griffith. They were in this camp. If he cared about some of that stuff and being politically popular theres a lot of stuff he would have done differently. The Economic Data does not thing federal veev chairman is very clearly saying read my data. Historic day on wall street. The dow and s p 500 closed at alltime record new highs. I love having a free checked bag with my united mileageplus explorer card. Ive saved 75 in checked bag fees. [ delavane ] priority boarding is really important to us. You can just get on the plane and relax. [ julian ] having a card that doesnt charge you foreign transaction fees saves me a ton of money. [ delavane ] we can go to any country and spend money the way we would in the u. S. When i spend money on this card, i can see brazil in my future. [ anthony ] i use the explorer card to earn miles in order to go visit my family, which means a lot to me. Even after the market hit a new alltime high yesterday, you know that i think we could be in for a rough time. As the focus now switches to washington, theres a possibility of a shutdown in a few weeks we may be able were about to head into one of these tougher periods for stocks that really has been looks like secht, by the way. Its usually objective. Were also heading toward the end of 2013 though. That means weve just about reached the moment when the best stocks out there are anointed. Its a concept ive been talkingitalkin talkingitalking about all week. Its about the mechanics of money management. At the end of every year, every Mutual Hedge Fund manager wants to show their managers what they own. They dont want those investors to ask for the money back, these managers have to make sure their clients like what they see. Thats why they take any opportunities to buy the best perform stocks into weekend weakness so that their investors will see that theyre winners and think that theyre geniuses and when they want to buy the stock it tends to drive that stock that much higher, supply and demand. So now since any decent hedge fund or mutual fund has to be diversified, kweev been doing this by analysis, sector, sector. On monday i told you about consumer names that think will become anointed. That includes netflix, best buy, game stop, did you see grand theft auto today . Tripadvisor. Yesterday we covered the nationals. Now, its time to look at the industrials. This is my favorite of the four, people. Its up. When you look at the top five performers in this base you can see this is sort of a catchall category as there really isnt a single classic industrial in the group. Its really a transport. Its delta air lines. Thats up 8 year to date. Isnt that remarkable . Nittany bowles. Back from the dead mail processing. And boeing. Quintessential arrowspace and defense play that we like so much. Then theres Northrop Grum monday up zbik and Lockheed Martin. Pretty much tied today. So lets take them down. The huge rally in delta is about the consolidation of airline space. Competition in the industry could really ruin us, leaking like clockwork to bankruptcies, multibankruptcies. Theres still a decent shot that theyll be allowed to merge depending on whether theyll be able to win the suit. Were going to have that ruling by the end of the year. More consolidation would be good news for delta but even if they end up quashing the deal, delta would be worth owning. Thanks to the competition it looks like 2013 will be one of deltas most profitable arias ever. Within the industry, delta is among the strongest players. It is among the highest levels of satisfaction in the business and they also consistently generate more revenue than their peers. Plus theyve been able to dramatically cut fuel costs. Even though fuel was up, remember. In fact, delta even bought an oil refinery to help lower its jet fuel costs. Fuel is a huge expense for the airlines. Sometimes it can be up as much as 40 . The company is now taking 8 to 10 . Theyll allow them to retire gas guzzling planes. Perhaps most important of all, deltas aggressively paying down diet. In 2009 they had an astounding 17 billion down on the debt. By the end of the year its plan to get down to 10 billion. Its a clean story. The Interest Rates can keep on going. Delta rates is eight times next years earnings. They dont like the airlines. Next up is pitney bowles. Come on. Email. Thats taken a lot of shares. Pitney bowles used to sell the hardware and Software Businesses to print and send a lot of snail mail. Then they turned themselves red. Last year the company appoint add new ceo. Hes putting his money where his mouth is having plunked down a million bucks of his own money. New marketing chief. He was a rock star at ibm. This team has breathed new life into the pitney bowes business. More crucial. Theyre focusing on new growth yars, locational intelligence and logistics. Plus this last july pitney bowes sold out and turned around and retired 73 million of debt. The others have been backing off and the markets have been very kind to turn around stories of late. Last but not least we have the three muss ke tears. Three aerospace and defense place that i like including most importantly boeing, Northrop Grumman and Lockheed Martin. The company is so strong he has a backlog that runs to 2020. Thats right this is the only business i know that can possibly lay out a 20year plan with any credibility. Both has been ramping up more fuelefficient planes. The airlines cant get enough of. Meanwhile on the defense side theyve cut 3 million in its annual costs and its stock is running up. 12 growth rate. Do not believe theyre also being very tough on their supplier, getting some costs out that way too. Who doesnt want to sell into boeing. How about this. They fight about the request. But they come back with a vengeance. Turned out to be not a big deal. They were able to cut costs and diversify. I think theyre diversified to come up with it. They cant come up with the budget. Lockheed martin and Northrop Grum nan are lean green. Lockheed martin. They almost got to buy back a quarter of its shares. A quarter of the shares could be taken off the market by 2015. Thats one of the most aggressive buybacks in the world. These stocks have been roaring for most of the year. Theyre exactly what idd expect as behead into 2013. Particularly boeing. Heres the bottom line. Thiel buy up the years best performers. That means squlould try to pick up some delta. Write these down. These are the best ones of the week. Delta, boeing, Northrop Grum nan, and nittany bou. We need to go to bob. Caller hi. How are you . Caller im doing great. Booyah. How are you . They own the he said its great. Not as big as the flower whats up . Caller ive been watching ive been looking for information on tho, thor industries. Ooh, like that company. Caller they have three dates on the core report. The Quarterly Report is going to be on the 25th. Its next week. And this is recreational vehicles. Our favorite one has been polaris just so you know. Thats scott wein. Hes bag guy too. Can i go to john in texas, please, john . Caller yes, jim. This is a m. Im in at 3 35. Is it a sell . No. Its not my favorite. I like dinahship but Navios Maritime is a winner too. Heres what i do. When you get the exact double you take off half and then you do not touch nav yis maritime because you know why . Youll be playing with the Kaching Kaching house money. Finally, a chance to gain the big boys. And if you cant beat them join emstyle strategy the clock begins right now. You have the consumer names, biotechs, financials. Today i give you the industrials. Boeing, dal, lmt. Lucky strike with Lockheed Martin and northrop grun name. Tweend now id grab. So. Particularly grab some b17. Lightning round coming up next. [ male announcer ] some things are designed to draw crowds. Others are designed to leave them behind. The allnew 2014 lexus is. Its your move. The allnew 2014 lexus is. announcer scottrade knows our and invest their own way. With scottrades smart text, i can quickly understand my charts, and spend more time trading. Their quick trade bar lets my account follow me online so i can react in realtime. Plus, my local scottrade office is there to help. Because they know i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Voted best Investment Services company. But you had to leave rightce to now, would you go . World, man oh i cant go tonight woman i cant. hero thats what expedia asked me. Host book the flight but you have to go right now. Hero laughs and i just go . This is for real right . This is for real . I always said one day id go to china, just never thought itd be today. Anncr were giving away a trip every day. Download the expedia app and your next trip could be on us. Expedia, find yours. [ male announcer ] some things are designed to draw crowds. Others are designed to leave them behind. The allnew 2014 lexus is. Its your move. Lightning round is sponsoreddy t. D. Ameritrade. It is time for the lightning round. Buy, buy, buy. Sell, sell, sell. Are you ready skeedaddy. The lightning round. Lets start with drew in ohio. Drew. Caller hey, cramer, booyah. Booyah. Caller hey, i want to know what you think about royal caribbean. Ah, man, they took a lot of shares from Carnival Cruise because of the accident. Like it. The management there is excellent. Lets go to elizabeth in wj. Elizabeth. Caller hi, there. Hi. Caller thanks very much. Im looking for affordable stock and my son is impressed with the chase 2 Interactive Software games. Would you recommend this stock . You know what . Yes. Hes pulled it off and done a great job. You know what this reminds me of . Lgf. Hunger games had come out. It could go much higher. Lets go to joel in new york. Joel. Caller booyah, jim. This is joel from new york. Im the jealous husband. I wanted to ask you advice on keyco keycorp. I had to do a little register ring. That company does not do well with the ship of the shield curve as it is even though its got traffic ceo. Lets go to marsha in nevada. Caller yes. Thank you, jim. Im really interested in clzx. Do you buy, sell . I was going over it, where we should take the double and go so to speak because we did recommend it dramatically lower and ken assures me that the actual stuff in the pipe is so good we should not sell. We say hold on celldex. Lets take warren in south carolina. Hey, warren. Caller beast of the east here. How are you. Beast of the east. Caller booyah, booyah. I read your book. Thank you. Caller its great read. The foray book i weve got a new one coming up in january. Go ahead. Caller im calling about xone. Thats a 3d player. Remember how we rank them. Stratuses first, ddd and then that. 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 ] 1. 21 gigawatts. Today, thats easy. Ge is revolutionizing power. Supercharging turbines with advanced hardware and innovative software. Using data predictively to help power entire cities. So the turbines of today. Will power us all. Into the future. And struggle to sleep comfortably together, now theres a solution. Sleep number dual temp, the revolutionary temperaturebalancing layer with active air technology that works on any mattress brand, including yours. Whether you sleep hot or cool, sleep number dual temp allows each of you to select your ideal temperature. And its only at one of our 425 sleep Number Stores nationwide. Sleep number. Comfort individualized. Regular viewers know im a fan of casino stock which should help fuel the growth of macaw. Monday when i got a call from dennis in high home state of new jersey, the maker of games and Gaming Systems for casinos, i was intrigued. I told dennis that i would take a closer look. I like the gaming equipment business. The company made a very smart move last year when it bought double down. A social gaming play that offers real Online Gambling in the state of new jersey. One of the only states thats legal. As well as casinostyle games where no money is available on facebook. We are going to talk to patty hart. Shes the ceo of International Gaming companies. Miss hart, welcome to mad money. Im glad to be here. Greetings from las vegas. Excellent. I know nevada and new jersey are two states that are at lets say the forefront of gaming on our hand helds perhaps. Can you give us a state of play where igt is within that . Yeah. Igt is fortunate in that we have now ten years of experience in the online real money wagering business outside the United States, most recently in canada. So we are prepared for the opening of new jersey and frankly very excited to be part of the first state in the United States that will move to Online Gambling, slotstyle gambling online. And nevada coming quickly behind it but a pokeronly kind of Business Model in nevada. Can you explain how everybody makes money in new jersey, how Chris Christie will make money as our governor, how you guys make money, the casino will make money and how the patrons will make money . Yeah. So everybody, you know, has a little bit different part of the value chain in the online space. I mean obviously the states make money through the taxation of kbaming win and gaming revenues, which is great for all states in the United States, and the operators will make money and take a part of the revenue from the operators based on the distribution of our content through their custom platforms that they take to market. One of the things that confused me is im trying to understand the geography of it. Legal in jersey means i cant do it in pennsylvania and get into jersey or does it mean i have to do it in the state of jersey . It means that you do it in the states where its legal. Yes. So you do have to be a resident in those states. And i think new jersey is i know your stomping grounds so i know youre proud, jim, that theyre leading the way, right . Theyre breaking the ice in the United States in Online Gambling, long overdue. Governor christie is trying to find ways to get revenue and cut taxes. Miss hart, one of the things im trying to understand is the analysts seem to be very trapped by what i call the brick and mortar industry. When i look at it and double down and listen to what youre saying about new jersey, this is more of an internet play. At a certain point, when will it flip and be obvious to everyone thats at internet play with a legacy business thats cash cow . Well, i think that in many cases, many analysts, many investors have already flipped. We now have been operating double down, which is our social casino where youre not playing for real money for about 18 months, and that business coming out of the Third Quarter is kind of 240 to 250 million run rate revenue business. Its a significant business, growing year on year about 100 actually. So in addition to the real money gaming that youre finding in nchlk and soon to come here in nevada, the social gaming, the social casinostyle gaming is growing very rapidly. In the u. S. And around the world. Well, before i came out, i was playing we were looking at the site on facebook. We were looking at yours versus zyngas which is your competitor. It seems like zynga opted for the lets call it the obtrusive ad model. You were more of the social model where if i referred people to you i get paid. Is that the differential point between the two of you in. Yeah. I would say the real differentiation, jim, with our model of double down is our content. We really have taken the content that is tried and true from our game library that you can see in every casino around the world and the content, the math models, the art, the graphics, the volatility that weve built in, and thats what customers really want. That i want an authentic vegas experience in the social casino, and thats been the real difference. Our monetization rates are, you know, significantly higher, kind of 40cent average revenue per daily active uher, significantly higher than the traditional social gaming person. I look at avatar, the new game of yours, and it reminds me that maybe youre more of a hitdriven business than i realized in in terms of placement driven. Yeah. I think generally speaking we have a number of segments of our business, and think that that business that is branded with games like avatar, next week well launch bridesmaids and back to the future, you know, thats a very important part of the business because its brands that people know and love. Were north gnat enough at igt to have in conjunction with sony created the most successful slot machine in history through the wheel of fortune, but then there are other significant titles that we own and drive ourselves, whether its wolf run or mystical mermaids that customers come back to time and time again. So i think it actually is a combination of not just hits but its hits and constant reliable content with math thats interesting. When you do these, i know you have the canon deal and illinois deal, can you give us a sense on how the casinos in general are doing . I know the new ones are doing well. The new jersey casinos are not doing that well. I know you have a Consumer Confidence. Theres a notion of how the consumers doing versus your revenues. Thats exactly right. I think one of the things first of all, our casino operators are generally doing very well. Theyre great customers, theyre health businesses. You know, we oar going through a cycle, i think, from a Consumer Confidence perspective on spending in some of the casinos. Theres been a lot of expansion in the Casino Industry in the last ten years. So i would say generally theres more people gambling in the United States, certainly gambling internationally, and we continue to see the growth there. So i would say generally healthy businesses, nice cash generating businesses as you know. But there are pockets, as you know, in new jersey and in other places. But the expansion in illinois has been terrific for us and for the industry because its a different model. Its not a traditional bricks and mortar casino business but its more of a route business where theres two and three machines in each location instead of one large location and its a different model and i think its a model that players are embracing. Looking for that gaming opportunity thats just down the street or around the corner. Well, miss hart thank you so much for watching the show, coming on the show. I think you have a great story. I really appreciate it. Thats patti hart of igt. Thank you so much. Thank you. I want you to read some of those reports and contrast it to what miss hart had said. Theyre stuck on the idea that its plain old casino company. They dont have kids, theyre not on facebook or theyre not the game wling type. This is a good story. Patti hart with igt. Stay with cramer. 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 . Sometimes the market has no idea, literally no idea what to do, and this is one of those times. First, we have collectively decided that the fed is all powerful, right . Thats what we decided yesterday because it got the yield on it down to 2. 5 . Especially they delivered only inline earnings. Didnt the fed with that press conference avert a recession . Why do we need these stocks . So conagra, did what it reported it was going do nine days ago gets clobbered, going down another dollar. Why not . Who needs an underperforming food company when the fed anunsed an economic expansion. Who needs slim jims when we can buy stocks that make cabinets and washing machines. Stolk has been ee vest rated. Who needs chair owes when we can buy a railroad stock. Isnt that what the fed told us to do . Wont that soar . Mcdonalds gives you a nice 5 difb denld boost but who wants a fast food business that does well on harder times when we can buy a Real Estate Investment trust company. Wait a second. As much as everyone seems to believe all is better because the fed decided to fix things yesterday, what do we do with companies . The quarter after. I dont think so. Which is why the market has sold down the stocks of the homebuilders the day after it took them up. Again, this looks like this and then the next day its because we know that the fed is not as powerful as the market says. But we also know if there todays previous home sales announcement that while the numbers were at a sixyear high, the commentary from what a lot of people feels is a House Organization for realtors, it was incredibly downbeat with the chief economist Lawrence Jeune calling it the last hora and saying the economy was experiencing a temporary peak. Boy, ill tell you i didnt find that reassuring. Thats terrific for traffic and spending, right . I mean they whacked it for a buck 39. Plus its incredibly hard to figure out what to do with financials. Theyre going up because they do better in a rising rate environment but now we have a full rate environment. So we have to sell so much because of the feds actions . Big insurers like prudential and them get killed . One of the best performers for the year. They all got crushed. Wait a second, though. Travelers catches an upgrade and flies up a dollar. What do we do. Bierks sell, buy, sell. At moments like these, listen up. Ive been there. Moments like these, its helpful to remind people you want to buy companies that arent impacted by this vortex at all, Companies Like the Big Industrial companies, the enterprises the fed doesnt control with its tapering or lack thereof. You want to buy stocks of United Technologies and 33m. You want to buy stocks like boeing and honeywell. Only buy the fedrelated stocks if youre certain theyre going to blow away the numbers here. And now because, no, the market will not look through this bad set of erinings. It will sell off bad disappointors. You know why . Because it always does. In the end a lot of people reverse field, a lot of people make mistakes and lots of people have no idea what theyre doing because they havent been around long enough. Relax. Take a breath. Recognize that if you knew a company was doing poorly right now, it will not be saved by what the fed did yesterday when it reports. After yesterdays big run, those companies are sells. But the stocks that are doing well, if na theyre down because of the silly rotation, those are the ones to buy. Stick with cramer. Syria is already cheating up next on kudler. The timing, the actions, the reactions. Everything has to synch up. My expenses are no different. Receiptmatch on the business gold rewards card 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. But you had to leave rightce to now, would you go . World, man oh i cant go tonight woman i cant. hero thats what expedia asked me. Host book the flight but you have to go right now. Hero laughs and i just go . This is for real right . This is for real . I always said one day id go to china, just never thought itd be today. Anncr were giving away a trip every day. Download the expedia app and your next trip could be on us. Expedia, find yours. Okay. I listened to alex smith like you did from pier 1. Think theyre going to turn it around. That stock was an overreaction. Speaking of overreactions i thought disney was an overreaction. Like i said, theres all a bull market. Its somewhere. Im jim cramer, and ill see you tomorrow. Its 7 00 here in east. 4 00 on the west coast and were live on the kudlow report. Heres whats happening right now. House Speaker John Boehner say its time for the president to start negotiate on a continuing resolution to fund the government and the debt ceiling. Boehner also asked why president obama is willing to negotiate with Vladimir Putin but not with Congressional Republicans . But a Government Shutdown seems even closer to reality that may have caused ben bernanke not to taper yesterday and senator ted cruz says hes ready to filibuster if necessary to stop any bill that funds obama care. Senator harry reid is