What were the old days like . Let me remind you. First, you come in this morning, europe is down, china is down, yet after an initial kneejerk negative reaction caused by the spillover from the s p 500 futures, the market manages to right itself with the dow ultimately going from bear to bull, gaining 71 points. S p advancing 1. 8 . Nasdaq climbing 1. 16 . How . Because like the old days, the u. S. Is once again the center of the universe. Europe can tighten. It can slow down. It can do whatever it wants, but finally it isnt falling off a cliff. Which is what matters. The bulls definitely want europe strong. And they have the United Kingdom on their side where there may be some tightening needed because the economy is so strong. But what we care, what we really do care about is whether the head honcho at the European Central bank is still in total ben bernanke mode, and he is, because he is trying to make employment thrive. European banks are coming back. And chinas trade with europe seems to be on track. Mind you, a slowdown in china, the baltic freight index does seem to be pointing to lately this things arent so hot. The thrust is that even though the european and the Chinese Forces are down, they can be shaken off. Like we used to shake them off when we didnt care all that much about the rest of the world. This is a very welcome development, people. Anything that breaks the linkage, anything that makes us less hostage to the sick man that is europe and the communists, the communists who are constantly trying to assert their power, well, if we can be separated from them, that is good news. We havent heard anything new from washington lately and thats a good fact. Like it or not, bad news about obama care is good news for business. The more trouble the program is in, the less likely it can hurt business. Moreover, anything we can suppress in his hand means he has less levers to push for higher tax [ booing ] although you know the house of representatives would never let him do that anyway. The monetary break from partisanship from the government by angry children is allowing confidence to creep back up. And it gives new business a chance to launch. Now like the situation with europe and china, this wont last. I believe that as we get closer to january and another huge budget fight, the partisan nonsense will start all over again. I also think this time it will actually be worse than what we have seen because of how poorly the obama care website is working. The republicans really do smell blood this time, and it will be vicious as the Midterm Election season is just around the corner. Anyone who isnt keeping at least one eye on washington during this blood sport lull is making a mistake because it could certainly cause for 5 to down in january after this remarkable run weve had. But thats january. And its still too far away to put in this. Still incredibly positive. This decline has put as much as a thousand dollars a year into the hands of some aggressive drivers. Regular drivers are getting a big tax break that tax break more than offsets the payroll tax that people have been fretting about. Consider the lower price of gasoline a tax cut. We dont talk about it enough. Well cant pin it down directly to what people spend. But we know gasoline has to help, right, because its all about disposable income. If 1 goes to opec and the other dollar goes to macys. Bulls dont want oil to go too much lower because then you would see the whole oil and gas patch get hammered. We cant lose that cohort. Its too hasnt. Still, its huge to see gasoline at a twoyear low as it was today. There is some gibberish. Major positive, though. What does it mean . Take the average rate on a fiveyear certificate of deposit. Which according to rate watch is right now 0. 82 . Do you know thats the same its been for ages . But the fiveyear treasury is now at 1. 4 . So you subtract the 0. 85 from the 1. 4 and realize you have a huge Net Interest Margin for the banks. Every time they issue these crowdpleasing cds and use the money to buy treasuries. We know wells fargo, they are gloomsters. Hey, guys at wells, stop it already. Youre starting to really make me unhappy. The banks make the best kinds of money on cds and fees. They have no risk and a ton of reward. Thats why every time the Interest Rates go higher the bank stocks go higher better the actual margins of the banks are going higher just from the layoffs, frankly. Thats not the way you want to make money, but it will happen. Getting the financials in the plus column is fabulous news because its the biggest and important to the market. Fifth, finally, our twitter hangover finally seems to have ron its course, thank heavens. The pressure on zillow, linkedin and yelp and trulia, including facebook has been so powerful over the last week that we lost a group which the had been integral to the success of the overall market. I think these stocks are now are bouncing back, including, yes, the aforementioned linkedin which many people booed after that last quarter. And i believe that guidance was way too down beat since the quarter was darn good. Im not worried. I believe the twitter hangover extended all the way to google, which finally caught a bid after some serious floundering around. Finally, the positive individual stock action just makes it much harder for the transfer of negativity from europe and asia to happen. Think of what we got today. How long have we been fretting about the consumer . Didnt matter that costco said the consumer spending, the gap stores said the consumer is spending, but today the nations Largest Department store chain, macys said things are good, and that, well, that was all it took. They left you with a very positive feeling about the holiday season, which was not something people were expecting as everecently as a month ago. Its going to be a bad holiday based on what . Remember i said that . Based on what . What are they basing it on . Im basing it off of macys. And macys is just too huge to be contained as is the fabulous pin action from that quarter. Remember, macys isnt like the high end steak joint that told us yesterday things are going gang busters. Right . We had the ceo on. Macys represents the Great American middle class that was supposed to be crushed by washington. It hasnt been. Dont forget what macys sells, clothes from ralph lauren, luggage from tumi and so many suppliers we have to rethink our negativity about them too. Or how about this airline deal. I know after a days run the good news is baked in the stock. But any analysis of Airline Merger shows that the big gains in the stock occur after the merger, and the leading gains are small potatoes versus what happens of the combination. Can i say buy us airways, people . Can i be more direct . Do you like my subtlety . I also like the fact that many of the Home Builders and housing stocks extended. We lost that cohort ages ago. I heard pulte today tell a pretty decent story. And what else . What can be said about a market where starbucks has to write a 2. 76 billion check, more than anyone thought, to kraft, and yet starbucks stock is up 87 cents. If it were 3. 76 billion check, would the stock be even up more . No, i have to tell you, i cant even explain this strength. I do think starbucks is terrific. I know, i know. These are all oneoffs. A lot of oneoffs can create an atmosphere that is always separate from europe and china, which is what is going to have to happen if we are going to shake off their blues. Here is the bottom line. We are still in the grips of the money market up pairtive. It spurred a huge amount of chatter from the hedge funds to get in while the getting was finally good. But the group think was so powerful that the selling supply dried up pretty darn quickly as demand flooded back into the marketplace. And you know what . Thats what happens every time youre up 20 coming into november. As i have said endlessly, i do not think this time will be any different. I want to start the calls by going to jimmy in california. Jimmy . Caller booyah, cramer how. Are you this afternoon . Im court of appeal good. How about you . Id be great if you could help me out a little bit. Ive got a twopart question on tmobile u. S. Okay. Caller and basically, i know when orange any live they got the settlement from at t and the other company, im drawing the blank, they actually took less cash and got more spectrum. So my first question is besides dish, couldnt google technically be another company that could go after tmobile u. S. Because theyre not an actual phone company . And number two, the second part of the question is with this new offering, do you still think tmobile is a buy . Okay, yes. There is this big secondary what this gentleman, jimmy is talking about. Theyre issuing a lot of stock. I like the stock. Why do i like it . Very simple. Why do i recommend stocks on mad money, because the fundamentals for tmobile are good. A takeover, unit that be terrific . Could google do it . Wouldnt that be fabulous. Tmobile is doing well. Theyre going to raise the money. Theyre going to do better. Like the secondary. I would be a buyer on the deal. Paul in texas . Caller this is paul calling from texas with a texassized booyall to you. An ed reed booyah . Anyway. Caller jim, my question is around the ipo extended stay with former starbucks ceo running the company, do you like it . I think it has a great business model. I think its a company that went bankrupt and has gotten religion. I think jim had a tough run for a while in starbucks, but he is a good manager and i think extended stay is a very good buy. All right. The good old days, were still in the grips of the Money Management imperative right now, and i dont think this time will be any different. Mad money will be right back. All week long cramers playing hunger gains. With a fivestar menu of stocks that could serve up juicy returns. Tonight, dining dynamo opentable is up over 60 for the year. Should Global Growth bring you to the table, or will competition cancel the reservation . Cramers setting the table in his exclusive. Then taco bell and pizza hut couldnt help yum brands recover from an embarrassing food scare at kfc stores in china. And caused the stock to go nowhere in 2013. Is the worst behind this fast food titan, or could it still get fried . Find out when cramer talks to the ceo, 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. Welcome back. How is everything . Theres nothing like being your own boss and my customers are really liking your flat rate shipping. Fedex one rate. Really makes my life easier. Maybe a promotion is in order. Good news. I got a new title. And a raise . Management couldnt make that happen. [ male announcer ] introducing fedex one rate. Simple, flat rate shipping with the reliability of fedex. Sorry to interrupt, i just want to say, i combined home and auto with state farm, saved 760 bucks. Love this guy. Okay, does it bother anybody else that the mime is talking . Frrreeeeaky [ male announcer ] bundle home and auto and you could save 760 bucks. Alright, mama, lets get going. [ yawns ] naptime is calling my name. [ male announcer ] get to a better state. State farm. At this point in the year, you always want the keep an eye out for stocks that are clearly going to be anointed as winners by the wall street Money Managers who are desperate to own what is working. Like i told you last night, you can be pretty cynical to this whole approach to investing as long as you realize its real, its happening, and you can try to profit from the moves of the big boys. Youre smaller than they are. You can make this move. This is one of those stocks. This is an anointed one. It brings me to opentable which is all over open. Its online restaurant reservation. If you want to book a table even in a really fancy place, you can go on this companys website, easily see what times are available, make your reservation at one of open tables 30,000 odd clients, all without ever having to pick up phone or interact in any other way with a human or be put on hold. These guys totally dominate the scene. They also run the reservation system of the websites of tens of thousands of restaurants. No matter how you book your restaurant digitally, opentable gets a cut of the action. Its going to be anointed. About a week ago it reported spectacular quarter. A big reason why this wlun be so beloved. The company delivered 8 cents off 42 cent basis with higher than expected revenues. They rose 17. 6 yearoveryear. And the number of diners seated in a quarter up 28 , thanks in part to the acquisition of rez book which is a terrific mobile reservation app. And 40 out of nowhere of opentables reservations. Opentable is giving you a 30 gain since we spoke to the ceo six months ago. Can he keep running through the end of the year and beyond . Lets talk with matt roberts, learn more about how his company is doing and where its headed. Mr. Roberts, welcome back to mad money. Accelerated Revenue Growth real hard to come by this quarter. Why . Its adding best availability at the best restaurants. Diners love it. It helps us add more restaurants. So its just a natural growth there are tons of opportunities still left ahead of us. Only 15 still reservations are online. Now a lot of people have felt that it was only amount of time before a competitor has come in. But you spent a lot of money building a proprietary system. Has anyone been able to try to dislodge it with any success . Not really. Weve had competition in the past. Well have competition going forward. But were really uniquely positioned because yes the Largest Network in the world of 30,000 restaurants, and we seat so many diners. Its really were in a unique position. What happens if yelp, because they are in pitch in, in all of the service companies, can you have it, can you flick a switch . Or is there something to the installed base that makes it not so easily replicated . Its really about building the realtime availability. Its taken a long time to do. We power many different partners. 600 in total. All of them in aggregate are only 5 to 10 of our business today. Mobile has been such an important driver of our business, as you mentioned, 41 of our business is mobile now. Im opening up a 17table restaurant in brooklyn. Sell me the product. Its about knowing your guests, helping you figure out how to lay out the table to maximize the turn times. Its a high fix cause business. Do i have to pay every month . You have to pay a monthly fee, and the value, though, is really also in the reservations, the people that we seat where their seats might otherwise be oil. How do i know people arent ripping your system out and going for others . Ripping the system out . Yeah. Theyre not ripping our system out because the dollar they pay for cost is generating 43 in revenue. 43 . Its the most costeffective way to market to diners, period. And i saw your terms. Almost nothing. Yes, less than 1 a month. Overseas they like the model . Same mold, same playbook. Best availability, gets the diners to love it, easier to add restaurants. Forbes article, forbes kind of says look, despite a near monopoly in all my reservation, opentable is finally innovating, saying the site looks the same it always. Because youre a monopoly, you dont have to change, you dont have to go to the cloud, you dont have to do mobile if you dont want. To youre a monopoly. You can pretty much do what you want, right . Were heavily investing in the business. Were heavily investing in the experience because you need to. You need to continue to innovate. Just look at mobile alone. Last year in the beginning of the year, only 25 was mobile. Now its 41 . So we had to get ahead of that curve and we continue to put investments to get ahead of the curve, the next curve. Okay. Restaurant openings. What is the confidence level . We know Small Business was high, then it got hit by washington, went low. What are you seeing out there in terms of people saying leaving a restaurant to open their own restaurant and then become an opentable client . Were seeing a nice robust activity there. Real pickup from a year ago . Real pickup in terms of new openings which is a nice healthy indicator as well for us. Weve become such an integral part of that opening because its the Largest Network of diners in the world, it is the place to attract and to market to diners. Okay. Now i have to buy your hardware, right . Can i get it on my apple ipad and not have your hardware . Its really a holistic situation. The software and the hardware in one bundled price. Okay. And were moving towards and were going to refresh our whole base with a new cloudbased solution next year, jim, which is going to be an ipad. That will be terrific. Will that make it so you cant charge as much . No, the charge isnt really related to the hardware. Really, its about the service and what the service does and the value it delivers to restaurants. Last night we had del friscos on. Theyre having a gangbuster. Darden hasnt done that well, but im beginning to believe darden has operational problems. Are you are an actual measure of people going out. Absolutely. Are they going out more and more . Actually, the industry for reservationtaking restaurants is kind of flat yearoveryear. It is . This is what i need to see up. It was really a flat yearoveryear for the industry. We of course grew 28 in north america and 46 in international. But the industry was basically flat in reservations yearoveryear. What will the mobile app do . One of our questions on facebook as we look at all that you announce ready coming, are they going to team up with paypal to do a mobile pay application . Well, wooer going have a mobile payment. Paypal, right . The solution for us is actually to take that pain point of settling the check and address that. Just like we did for online restaurant reservations, you dont want to call. You want to make it online. You want to settle the check through the mobile airngs very much so. Thats what were after. That would be what were after. Were going have that piloted by the end of the year in san francisco. It is the worst moment now when i go to a restaurant. It is by far the worst moment. That would be terrific if you solve that. Were working on that. Could you ever do social . Mark benioff, i know you guys, i go to your website and there you are, he has preached to me, i know were going out to dream force, he is preaching you got to have social, mobile, cloud. Yelps the social thing. Can you do a social thing somehow . Absolutely. We have a tremendous opportunity to layer the social graph on top of our review. Really . We already have more reviews for our restaurants than anybody. Okay. So its saying what are my friends reviews of this particular restaurant. Thats where youre going . Absolutely. That would be the most valuable thing left. Okay. Thank you so much. Thats matt roberts, president and ceo of. It works and people love it. Stay with cramer. Coming up, fair o foul . Taco bell and pizza hut couldnt help yum brands recover from an embarrassing scare at kfc stores in china. And the poor performance has caused the stock to go nowhere in 2013. The worst behind this fast food titan, or could it still get fried . Find out when cramer talks to the ceo. The ocean gets warmer. The peruvian anchovy harvest suffers. It raises the price of fishmeal, cattle feed and beef. Bny mellon turns insights like these into powerful investment strategies. For a university endowment. It funds a marine biologist. Who studies the peruvian anchovy. Invested in the world. Bny mellon. Im bethand im michelle. And we own the paper cottage. Its a stationery and gifts store. Anything we purchase for the paper cottage goes on our ink card. So you can manage your business expenses and access them online instantly with the Game Changing app from ink. We didnt get into business to spend time managing receipts, thats why we have ink. We like being in business because we like being creative, we like interacting with people. So you have time to focus on the things you love. Ink from chase. So you can. In tribute to the new intallment of hunger games coming out next friday, all this week were running our own parallel series like the one where katniss fights for her life in a dystopian future. We call it the hunger gains. Okay, admittedly not the best play on the on words in the history of the show, but there are a ton of high quality food and restaurant stocks worth checking up right now. Check out yum brands that owns kfc, pizza hut and taco bell with locations across the globe. For a long time it looked like they were taking china by storm. The economy started scaring and the company took it on the chin. Yums latest quarter is widely viewed as a disappointment with earnings and revenues missing the estimates and same store sales down 11 in china. Flat in the United States and only up 1 in the rest of the world. Yesterday we got the same store Sales Numbers for china and they were much better than people had feared, down 5 . So we need toe ask ourselves is yum successfully turning things around . This is a very well run company with fabulous management. I wouldnt be surprised to hear good things at their upcoming analyst december 4th. Lets check in with david novak, find out if his companys prospects especially in china. Mr. Novak, welcome back to mad money. Its great to be on, jim. How you doing . I hope youre getting a good dinner tonight. How can you not . You know kfc is a favorite of mine, not to slight the other brands, but i love it. It looks like kfc is turning in china, but maybe im being too optimistic. You can rein me in. You know my Charitable Trust has a position in the name. I think weve made steady progress this year in china, and weve been making great progress rebuilding the trust of the kfc brand, and our sales are definitely getting better. Were not fully recovered yet, but were very optimistic about a full recovery in china. You know, kfc is the number one Consumer Brand in china. And this was a recent vary by bbc cited that. Pampers was number two. Were the number one Consumer Brand in china this year. And we have a great brand to take forward as we go into the future. Were still underdeveloped with kfc. We see lots of opportunities. So the longterm has never looked better for kfc and china in total. And one thing i dont know if youre that familiar with, jim, is just pizza hut. You have to go to china to see pizza hut and the power of that brand. We are just absolutely knocking the cover off the ball there its casual dining with all kinds of variety. When i was just there just a couple of weeks ago in shanghai, had a latenight happy hour. Well duly have baileys irish cream if you want a cocktail. And the next morning you can get up and have breakfast there. Its just a power brand. Were very enthusiastic about china, what we can do there, just as we have been in the past. David, do you think that analysts make too much of kfc . I mean, it has been a major driver over the years. It is time to just focus on the others while kfc turns around, or do we just have to accept the fact that kfc is still the dog does that does wag the tail of pizza hut in china . Well, i think you have to look at our company, jim, and put it into perspective. If you go back the past 11 years prior to this year, we exceeded at least 13 earnings per share growth every single year. I mean, we have a powerful company with a great portfolio. And the fact that we have a position in china like we do with the leading brand kfc and now pizza hut, which is coming on. We just opened up our thousandth pizza hut. We have 4500 kfcs there is no retailer in the world that has a position like ours. Plus we have all kinds of headwinds behind us as we go forward. We literally have the opportunity now to take advantage of 300 million consuming class in china going to 600 million. And plus disposable income is growing soft if you look at the longterm you have to be bullish on kfc in china. Well think were at the right place in the right time. I wouldnt trade places with anybody. How about switching to our country. Taco bell. Major ad campaign, a lot of brand visibility, a lot of talk. How is it going . Well, taco bell is a bright and shiny star in our portfolio. The team led by greg has done a fantastic job. The live mas Advertising Campaign has recognized as the best in our category, and we were named marketer of the year. Not just in our category, but across all consuming goods. We have breakfast coming next year. We have a breakfast that were totally excited about. I was just at the Franchise Convention a few weeks ago talking about how were going to win in breakfast. And weve got great tasting products and great value, and we really think that we can bring a major new sales layer to taco bell in the future. And that bodes well, because we really think today we have over 5500 restaurants, taco bells in the United States. We think that that can go to 8,000 over time. And as we make breakfast work, the economics are only going to get better. I was also in india recently where we opened up our 40,000th restaurant, a kfc, but also had time to go take a look at taco bell there where we have an exciting new format that is doing well in india as well. So taco bell has great opportunity in the United States. And again longterm, i think well make taco bell a global brand. Now, when i fist met you in china, people would get married at kfc. People felt that kfc had the Single Best Health standards. What happened that it became as if the government or at least the journalists there decided that all that was no longer the case . Well, i think we had a food safety issue that got a lot of press. But remember this. We have a threeonthree Basketball League that kfc sponsors in china. We have over 18,000 teams this year. We do more kids birthday parties than anybody else. This is an absolute power brand. Kfc is rock solid in china. And one thing that i look at is we play a great role in society in china, because one thing the government is really looking for, they want jobs. And we have over 430,000 employees in china, and this year i think we added about 45,000 new employees. So were a Strong Growth Company providing jobs, which is what the government is really looking for. And what the chinese customers are really looking for as well. And they like our food. So i think we have a really good brand. All right. So just to be sure, everything im hearing makes me feel very convinced that, say, this Time Next Year we will not be focused on the problems in china, we will be thinking about the opportunities. Because were still focused on the problems. The alist is still focused on the problems. I think when you have a problem people will focus on it until you turn it around. This is show me, dont tell me, the proof is in the pudding. But we believe in the basic fundamentals of our business, not only in china, but around the world. This is a great business. Were investing in china and emerging markets and getting great returns. We have a franchise model. 90 of our stores are owned by franchisees. And as you know, there are very few businesses that will give you a higher return than collecting royalties. And we opened up this year outside of the United States and outside of china a thousand new restaurants, and 90 of those were opened up by our franchisees. So we have a very powerful business model. Were investing equity in china and getting great returns for the longterm. Weve got a great Franchise Network outside the United States that is opening up 90 of our restaurants, and in the United States, weve really turned taco bell into a real force. Well be adding breakfast. At pizza hut we have a major sales layer well be launching next year. And were actually opening up net new units in pizza hut and taco bell this year. You know, sometimes in your toughest years, jim, you do some of your best work. Thats how i feel about our company. And i know i sound bullish right now. But ive always been bullish in our company because i believe in our brands and i believe in our people. And if i dont believe in this company, who will . Look, and your track record is extraordinary. One last question. Smalltime, dont have a lot. Youre a huge hirer. Are we okay with health care . Are we in trouble with health care and the workers you have . Well, listen, i think that this country needs to get behind health care in the best possible way with the best possible solutions. Right now we have a solution that has lots of debate, as you well know. And i think the jury is still out in terms of how it will really perform. But i think what we have to deal with now is the reality that we have, and we need to try to make it work and get on with it. Excellent. David novak, you are the most bullish ive haefrd in a long time. You were very concerned. It sounds to me that things are getting better. David novak, chairman orpheum brands and ceo. It sounds like its okay. Stay with cramer. Are you long america . We ford in the United States are competing with the best companies in the world. Look at the Global Competitiveness of american companies. My life story can be your life story. You can start with nothing in america and create the american dream. Customer erin swenson ordered shoes from us online but they didnt fit. Customers not happy, im not happy. Sales go down, im not happy. Merch comes back, im not happy. Use ups. They make returns easy. Unhappy customer becomes happy customer. Then, repeat customer. Easy returns, im happy. Repeat customers, im happy. Sales go up, im happy. I ordered another pair. Im happy. both im happy. Im happy. Happy. Happy. Happy. Happy. Happy happy. I love logistics. It is time. It is time for the lightning round. Thats about calls. Buy, buy, buy sell, sell, sell. Play this sound and then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round. We go to john in massachusetts. John . Caller hey, how are you . What do you think about 3d systems . We prefer strat sis. Thats been our one the whole time. The whole group is red hot, but stratus is the one we decided is the best. Douglas in washington . Caller hey, jimbo, how is it going . All right how. You . Caller great, great. My stock is unt yeah, we got tired of unp. Why . It missed the quarter really badly. We decided to exit on the strength. I got to tell you. I dont think you should own this stock north of 160. Lets go to bobby in georgia. Bobby . Caller great big georgia bulldog booyah to you, man. Love them when theyre on tv. Cant get enough of the georgia bulldogs. Whats up . Caller all right. I wanted to ask you about high max, himx. We like that. Buy, buy, buy but i dont believe their technology is that good or else google wouldnt be doing what theyre doing with them. Lets go to jonathan in washington. Jonathan . Caller hey, jim, big fan. Thank you. Caller im looking at volc. I cant decide whether to sell or not. Can you help me out . In terms of medical devices, only get behind i love boston scientific. Its move upped a lot. I like the st. Jude med. Thats the one i want to go with. Lets go to bob in iowa. Bob . Caller jim, this is bob in northwest iowa. Hey, hey caller my stock is anderson, ande. Only Agricultural Equipment stocks except for that one are just getting killed that one must have something so special that i cant i dont know why that stock has been able to withstand the selling pressure of the others. It looks like they just must be doing it right. Lets go to chris in rhode island. Chris . Caller hey, jim, booyah. How you doing . All right. How you . Caller im doing fine. Have i Enterprise Partners for you edd. Thats a very simple yes. Now mark west today reported a really, really bad number and the stock got killed and theyre take do you think a lot of the group because this is a better operator than mark west. We have to have mark west on. We have to have them on the find out what really happened. I invite them back. Guys, you got to come on the show. Lets go to fletcher in texas. Fletcher . Caller jim, booyah. I was calling to see what you said about tyler technology. I jumped in early 2011. Got in at the bottom and it skyrocketed. I wonder if its going to hold up. Well, they do a lot of government work. They do so much government work, that does worry me. Especially after some of the most recent blowups in that industry. I got to do some more checking. Lets go to jim in colorado. Jim . Caller hi, jim. How you . All right. How you . Caller im fine. Send you a big booyah from denver, colorado. Oh, man, i hope the weather, i hope everybody recovered well from the floods there. I know they were terrible. Whats up . Caller well, im calling to ask about ampe, oh, man, local company. This is a very speculative antiinflammatory play. As long as you recognize it as your spec play, ill bless it. Otherwise no, too high. And that, ladies and gentlemen, the conclusion of the lightning round the lightning round is sponsored by td ameritrade. Who found a magic seashell. It told him what was happening on the Trading Floor in real time. The shell brought him great fame. But then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their Trading Platform. [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a. Shell. Get live squawks right in your Trading Platform with think or swim from td ameritrade. Theres nothing like being your own boss and my customers are really liking your flat rate shipping. Fedex one rate. Really makes my life easier. Maybe a promotion is in order. Good news. I got a new title. And a raise . Management couldnt make that happen. [ male announcer ] introducing fedex one rate. Simple, flat rate shipping with the reliability of fedex. Now, listen, i know that its easy to get lazy. Sometimes im even tempted to sleep in until 4 50 a. M. Not last night, it was 3 50. As soon as you get too comfortable, thats when you can end up getting burned. This time of the year, even though the market seize pretty positive, it is vitally important to keep your portfolio as strong as it can be. What is the best way to do it . Diversification, of course. Lets start with warren in alaska. Warren . Caller good afternoon, jim. My five stocks i have for you today are ford, pfizer, ge, cocacola, and u. S. Steel. Very interesting blue chip grouping here. Isnt it . Ge, steel company, auto, pfizer a drug company and cocacola is beverage. Look at that, industrial, the congress glom rat, steel, auto, drug, beverage, that is pictureperfect. And good yield too for the most part. Thats not bad. Im sticking with u. S. Steel because i like that new guy, the new ceo. He really knows what he is doing. Lets go to dan in florida, please. Dan . Caller booyah, mr. Cramer. How you doing . All right. How you . Caller pretty good, pretty good. Are you ready for the most diversified portfolio youve ever seen . Yes. Caller i got siri, avx, ford, and facebook. Interesting. Two people in a row have u. S. Steel. And ford. Ford i get bawl because of al mulally. But steel. Havent seen that in a while. Barrack is a really not great gold company but too low to sell. Sirius really well run. Facebook is the internet company. My Charitable Trust owns that. Ford, i think al mulally probably is going to go. Thats how im feeling. I just get that feeling. Dont want it, obviously. And u. S. Steel is steel. We have steel, we have gold, lets call it entertainment, internet and aude auto. And thats, again, perfect diversification. Ford and u. S. Steel. Sounds like 1967, doesnt it . Okay. Lets go to robert in my current home state of new jersey. Robert . Caller hello, jim. A big booyah to you from new jersey. Oh, man. I remember when it used to be called something else. Go ahead. Remember . It was like leavitttown. Yeah, yeah. It was levitytown. Now its sounds better. Whats up . Caller boeing, halliburton, precisioncasting parts, starbucks, and noodles and company. Oy. Oh, man, a Little Something old, new. Starbucks pays 2. 76 billion to kraft and it goes higher. My kind of stock. 15 in colorado with the floods. Halliburton, they have great gain. The oil service company. Boeing, jim mcnerney. You want to bet against him . Uhoh. Precisioncast parts. That make parts for boeing. So were going yeah, have to make a change. What do we do when we make a change . Who do we summon . What do we bring . Bristolmyers. Thats right. Well need a drug company. Thats the one were going to choose. Lets go to matthew in new york. Matthew . Caller hi, jim. First time caller here in midtown manhattan. How you doing . Man, i was in midtown manhattan yesterday. It was dynamite. Whats up . Caller the other day on twitter, you gave me some love back. Youre a patriot, brother. Much love. Done your way. Thank you. Thank you very much. Thank you. Caller okay. You ready for this . Am i diversified . Yes. Go ahead. Caller lets do this. First we have hbi, haynes brands. Yes. Caller we have alu. Alcatel lucent. One of my faviea. Western real estate. Caller and then siro. Really . The dental company . Caller yeah. Shoot, man. You have some game. Caller and then snt, kate spade, baby. Oh, you like the whole thing going here, my friend. All right. Now we have apparel company, a dental company, a Real Estate Investment trust, that yield is too high. I dont trust it, frankly. Haynes brands, which i think is going up much higher. Alcatel lucent can go higher. Oh, we have two apparels. Im going to sum it up once again. Im sorry. I cant resist. Lets sell and buy bristolmyers. Stay with cramer. Coming up, torn on twitter . Bird is the word on wall street. But before you buy the new kid on the block, you dont want to miss what cramer has to say. Tomorrow, quick off the trading day with squawk on the street. Live from post 9 at the nyse. Im getting 1. 8 billion out of your briefcase . Im looking for my checkbook. Here it is. It starts at 9 00 a. M. Eastern. I got real steamed when i heard barry diller, the chairman of ic interactive talk yesterday morning about how no one is investing in twitter. Theyre just trying to make a quick buck in the stock, and how the only people who will actually make money are the insiders. I found these comments uninformed because in truth the exact opposite happened with twitters ipo. Investors actually bought the stock. Thats right. Thats who bought the stock that day, not traders. Nope. The traders were the people who flipped to it the investors. The people who sold twitter were trying to make the few bucks, not as Barry Dillard contended the buyers. In this case the buyers thought they had a Great Company that they were buying at a reasonable price. When in fact what they did was buy a very good concept at a very expensive price. Dillard thinks the buyers were totally cynical. I say they might not have been cynical enough. Thats because individual investors thronged to the twitter deal so they could invest in a product they like, not the stock of a company they have researched. There is nothing inherently wrong with that. There are plenty of times its okay to buy the stock if you think its reasonably priced versus the value of the enterprise and its products. But the people who bought twitter that day, well, the day it came out, they stepped they stopped at the first step of analysis. Whether the product is any good. And most didnt bother to analyze the companys prospects. Let alone try to link those prospects to the price of the stock or they would have found it to be absurdly overvalued as i did. Its not all the fault of the investors, though. Twitter was frontend loaded sliver deal meaning that only a small piece of the total share count was offered for sale, and a big concentration of that tiny float was given to about a dozen institutions which purchased the rest of their stock when the market opened to get full positions. If a mutual fund got 1 million shares of the 80 million chair ipo, it might have gone into the open market and bought another open shares at an average of 36. That mutual fund buyer, who is pretty much pledged both to keep the stock and to buy more is a tough competitor to you because hes got such a good cost basis by virtue of the earlier allocation in the ipo. The new investor, however, gets hurts both by the paucity of stock for sale. I think the underwriter needed to release two to three times as much stock as they did so twitter didnt open that high. Something that might have been better for all concern, especially the company which always needs more money. The investors in twitter didnt care what price they paid because they had no intention of flipping it at all. They want to be longterm. Longterm is no excuse for overpaying. Just consider that you could have bought all the twitter you wanted at 41, yesterday, i think youll be able to buy even more lower in the not too distant future. I simply dont believe that most of those buyers at the opening when twitter came public intended to sell it higher that very day as dillard charged. They want to own it. And what do you do now if you happen to be one of those people . I would read any of the number of terrific Research Reports now available about twitter. I would learn about what you would own from Collin Sebastian at baird, both have penned high quality piece about the company. Go do business with them if you need to see the reports. They can help you make a considered judgment whether to buy more, hold, or actually sell. Ultimately twit kerr go higher from the opening day price. It might do that. If twitter gets it right, you could see the same thing thated to facebook that the stock got cut in half before rebounding to new highs. I dont expect twitter to go down all that much, but maybe it will come down to the low 30s before rallying. The thing i fear most is that twitter will get hammered again, and all the folks who own it will sell into it the weakness. Perhaps the dirty down may be too much for you. If you do your homework, youll at least be forewarned about the overevaluation and you can either get comfortable with it or cut and run now while its still too high. Either way, if you own twitter, accept that now indeed you are an investor, not a flipper, who simply got started at the wrong level. Stick with cramer. Mad about mad money . Immerse yourself into cramers world while you watch the show with zeebox. On your phone, tablet, or on the web, get sneak peeks. Go behind the scenes, and join the conversation. Download the free app today for the ultimate cramerican adventure. Customer erin swenson ordered shoes from us online but they didnt fit. Customers not happy, im not happy. Sales go down, im not happy. Merch comes back, im not happy. Use ups. They make returns easy. Unhappy customer becomes happy customer. Then, repeat customer. Easy returns, im happy. Repeat customers, im happy. Sales go up, im happy. I ordered another pair. Im happy. both im happy. Im happy. Happy. Happy. Happy. Happy. Happy happy. I love logistics. [ passenger ] airport, please. What airline . United. [ indian accent ] which airline, sir . [ passenger ] united. 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So you can. The ocean gets warmer. The peruvian anchovy harvest suffers. It raises the price of fishmeal, cattle feed and beef. Bny mellon turns insights like these into powerful investment strategies. For a university endowment. It funds a marine biologist. Who studies the peruvian anchovy. Invested in the world. Bny mellon. Take the risk. But after listening to mr. Novak, my Charitable Trust is not going to sell. It just sounds like it really is turning in china. I like to say there is always a bull market somewhere. I the Obama Administration timely coming clean with the real number of people who signed up for obama care. It is a bad number. Only 27,000 through the federal exchange. Even that number may be inflated because the folks havent paid yet, but well see. Is obama care going to crumble under its own weight . That is the big question. Another new high for the dow industrials. Great stuff. I think theres still reason to be bullish. By the way, janet yellen, shes testifying in front of the senate for her nomination, but her testimony was released late this afternoon and it