Or thought them shills, and worst of all, permabulls. Im talking about wall street analysts, the research community. This group of highly paid professionals is now a changed breed. They developed a level of skepticism that i cannot recall witnessing before. You know whats truly amazing about this newfound negative aggression of analysts who wanted to downgrade stock at the speed of light . Its been happening at precisely the wrong time. The time when at last, there is a bona fide reason to be bullish. Corporate profits are rolling. Rising profits are the mothers milk of higher stock prices. If you generate better than expected profits, meaning reporting numbers in excess of what this Analyst Community is looking for your stock can go higher, and that was the case for most of last year as analysts were forced kicking and screaming to raise their estimates and price targets, propelling stocks higher and higher right in their faces. I think 2014 will be the year where companies will begin to beat not just the earnings estimates but the revenues, the sales estimates. That could really cause stocks to go higher. Again, these stocks will be bullish, and i got to tell you, what will happen is the analysts, theyre going to end up not being in the rodeo at all. The bulls are going to take over. Lets take some examples, starting with citigroups downgrade of United Technology and honeywell, Great American companies that have been outstanding performers for many years, why did citi downgrade . I like United Technology and honeywell largely because of its excellent ceo. Cote is the essence of building. Why the downgrade . With the fed promising to keep short term rates close to zero for the time being and the u. S. Economy gaining momentum, the more cyclical names in our sector continue to enjoy a stronger, longer run than would be expected in a normal, steady growth stage of the cycle. Okay, why sell on that . What hes saying is theyve been winners for longer than expected. Utex and honeywell are broadly loved stocks with balanced earnings outlooks and both stocks should go higher this year, but its not sufficient enough to have a buy rating at this time. Thats it . They may not go up in time . Is there a real reason here . Are the companies starting to do worse . Isnt that why you should sell something . I dont think so. Both these are levered to the aircraft cycle that could go on for another six years. Honeywell and United Technologies have been winners. Who is to say theyre done winning . Theyve built an infrastructure particularly in commercial construction and i wouldnt be surprised if they had meaningful Earnings Growth and even bigger dividends going forward. Theyre loved. Theyre loved deservedly. No wonder they didnt get hammered. U tex is up 14 cents. Let me put this in perspective for you. For the longest time, analysts used to be reluctant to slap sells on a stock. Not everything can be worth buying or holding, the critics said. I guess the analysts have finally taken that admonition to heart. So Many Companies have learned how to make money for you and exceed their long term goals, the analysts have become sell zealots. Thats the way i felt when ubs was initiated with a sell. Come on, man this company has made major strides in being the third way of fast food. Wendys is not too expensive, but its not too cheap like mcdonalds. Its just right, with a fresh and juicy concept that doesnt cost an arm and leg. Im not making any judgment against chipotle and panera. Im simply saying that wendys is in the midst of a multiyear turnaround, as stores all over the country get a great looking makeover with televisions, fireplaces and real nice decor. Who would get off this horse now . The sell call leaves me as cold as the burgers and biggie fries leave me hot. No wonder the stock only fell six cents. Whats the deal with the banks . Finally the businesses are growing, prosecutions winding down, bad loans are going down. Theyre starting to lend more aggressively. Their net interest margins, how much they make by lending out the money from your deposits is burgeoning. What are they doing now . Downgrading the banks. I think these calls like the downgrades of keycorp and us bancorp, im calling them absurd. Key is much better than most of them and is far superior to the key that traded four years ago. The u. S. Bankcorp downgrade makes no sense either. Its lagged the average stock in the sector but has above average loan growth and trades below its historical average. I think it will be able to buy a ton of stock back and raise the dividend, perhaps substantially. These downgrades, theyre nuts. The stocks finished up 9 cents and 16 cents respectively. Todays downgrade of twitter, the firm notes that the banks that underwrote twitter were lower than the banks that werent involved. These days, everyone has been so burned that the guys who could be seeking more business from twitter arent bothering and theyre willing to risk issuing sell recommendations in what could turn out to be a big name in a couple years. What a change from the old days. Admittedly its a good change from a moral perspective but it didnt happen because the investment banks got ethical. Its because the analysts have been frightened into a permanently more negative mindset, one that we do not share in cramerica. Heres the bottom line. Just when we need a little discipline to stay in stocks that have already run, not sell but stay in, these analysts are falling all over each other to downgrade and get you out, as if things are about to go really wrong. It makes no sense in this bona fide bull market. I say, take them with the same grain of salt that you used to take the cheerleader crowd. Theyre just way too negative for this guy. May i speak to carol in texas . Caller hi, jim. Happy new year from texas. We like the job situation down there. Caller its pretty nice. Folks around here are interested in a local energy stock, xco. About 30 days ago they had a leadership change and now theyve done a rights offering. Im interested in what your thoughts are about the changes at xco and see what you think about how theyll be impacted going forward. I know that the executives bought some on that deal. We have had mixed success with the smaller guys, whether it be sand ridge or halcon. There are so many Big Oil Companies rights now like eog, pioneer, noble. I dont want to buy speculative, because the highest quality stocks are going down. Speculative is just too hard for me. May i go to hunter in florida. Caller hey, jim, how are you . All right, how are you . Caller im doing pretty well. Im really astounded by the new stock epicon. Its relatively new. What do you feel about a long Term Investment . They came up with some news yesterday that showed better than expected results but gave a milestone payment of 25 million from celgene, which already owns 12 . Heres what you do. Sell, sell, sell, sell. With the exception of pharma cyclics and pharmaset its been the right thing to do almost every time. I would take profits. We are in a bona fide bull market here and i think some analysts are forgetting, or theyre taking with a grain of salt. I dont want you to be as negative as the people who work on wall street. Stay with cramer. Announcer coming up, ships in . A new industrial economy is arising from the push to export our abundant natural gas. Cheniere energy stock has more than doubled in the past year, but can the stock soar higher, or could washington pull the plug . Plus, mobile master. Your smart phone has become the center of a land grab for tech dominance. Today one major player may have pulled away from the pack. Cramer thinks this company could be the winner of the move to mobile. Find out who is taking your phone by storm ahead, all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Email madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. You know there are some stories that i keep coming back to over and over again on the show. I do that for a reason. Because when you find a major theme that could be a huge multiyear money maker, you want to stick with it. Thats how you make the biggest gains, not trading in and out. Thats why i come back to the domestic oil and gas renaissance. Were sitting on oceans of oil and more particularly natural gas in this country. One important part of this theme is that we literally have more nat gas than we know what to do with. Overseas, Natural Gas Prices are much higher. You have to build big facilities to convert it to a liquefied natural gas form. Thats why im a big backer of lng. Cheniere has two lng export projects and will be completed from 2015 to 2017, and an earlier stage project in corpus christi, texas. Youve got Cheniere Energy partners with a six percent yield. Then last month cqh came public. Cheniere energy rallied 60 in the last 7 months since we spoke to the ceo. I wouldnt be surprised if it has more room to run. The visionary chairman of Cheniere Energy, and lets find out where his company is headed. You offered us a new security. Why would anyone want a new security when we have these other two . Well, as you know, we are engaged in very, very large projects that require a lot of funds. There are different pockets of funds. There is no problem of liquidity, but different people need different things. So we already had a Holding Company lng where we incubate all the projects. We have the Master Limited partnership. It gives you a yield and much more safe type of profile with more limited type of upside. But its designed mostly for retail customers. Real customers, right. Therefore, it limits the ability of the big funds to acquire the yield security. So weve created a situation to provide for these institutional holders, and it will have a similar yield. Lets talk about the company because youve been up to a lot of good stuff since weve seen you last. The new facility, youre going through approval. What does concern me is some of the analysts are skeptical that you will have as many big customers as you had for your previous operation. Theyre all good, big, small. Its all good. Is it possible that the recent one seems smaller than most of the ones youve done . Are you finally starting to run out of customers who want our exported nat gas . No. There is a limitless amount of customers as long as Natural Gas Prices are so disconnected from the alternative, which is oil prices on a global basis. Lets talk about that disconnect. When i spoke to you before you talked about the idea that we have such a surfeit that we flare it. When you go to the atmosphere in space you used to be able to see the lights of major cities but things are burning brighter than our cities. We have two new cities in this country. One in north dakota and one in south texas. I drove around trying to look for them and i couldnt find them. Thats more nat gas than we know what to do with which is why you dont expect the prices of natural gas to shoot up at the conclusion of when you start exporting . Today youre producing gas as a byproduct of 50 percent, 60 percent of natural gas consumed in this country is a byproduct. The key issue is do you have enough profit in the oil prices to continue to produce the oil . If you do that then youve got to find something to do with the gas. A lot of people have been telling me that its logical that we will use natural gas in this country for surface vehicles and it will be much more engrained in our society but it hasnt happened. We have some trucking companies, a couple of waste disposal. Are you surprised that given the huge surplus, that it hasnt been adopted more readily and other countries are ahead of us . I think the answer is in detroit, not in houston or new york. When the Car Companies are focusing on building a natural gas vehicle, you know theyre onto something. They made their bed on electric vehicles. Thats the wave of the future. Could the president change that . Youve met with the department of energy. Do they understand the domestic security concept and the cleaner skies concept . I think our success in this country has been to let the market do what the market will do. It would be a terrible mistake to try to force consequences. But there are Chemical Companies who are still upset with you and the idea that you will upset the pricing scheme making it so that natural gas can go to 56 once youre finished. Only ten percent of the industrial space in this country is energy intensive. 90 percent of the industrial state doesnt care. Thats important because theyre noisy. Financing not a problem. Obviously you were very true to your word. You said im not going to do a secondary offering for lng. That allowed the stock to go up. The demand for your new security is great. The analysts still like what you do. Is this the beginning or is this second project really it and then were done in the cheniere . I have not seen a company that has presented more opportunities. So you are not done . Im not done. The other guys are all still in the planning phase, or the drawing board stage and with the exception of dominion nobody has Broken Ground like you have. Nobody has including dominion. You have multiple years ahead, before anybody else . We have at least two and then the jury is still out. Well see what happens when they start construction. Lets say i go down there in 18 months weve spent 5 billion and we have had 2,000 people. When i say hes adding these new trains and people look at me like, is he norfolk southern, union pacific. These are terms of art. You are Building Structures that do what. Explain this to us. You convert natural gas to liquid. The heart of the system is an aircraft engine manufactured by general electric. Then you build around it, modularly, different components to work through the cooling process, and it ends up looking like a train. So its a kind of a descriptive thats been thrown out there. Yes. What do you think about the future for our country in energy . Youre the guy who called it. People say no one called it. Ive written three articles, no one called it. You stood right here and you called it. Whats the future . Its just astonishing. Were going to be the largest hydrocarbon producer and a significant exporter in a very short time. Look at the rig count, it hasnt changed except for one thing. There are more horizontal rigs every year so the productivity increases. If you look at the statistics from last year, a year ago we had 26 vertical rigs. Now were down to 22 , but with the same number of rigs so were Getting Better at producing oil. We added a Million Barrels a day last year. We will probably add another million to million and a half barrels a day this year. Its the greatest story never told and you were on it the whole way. This is the chairman, president and ceo of Cheniere Energy. Go look at that chart. If you think this is pie in the sky, look at how much money this man has made you. Stay with cramer. Announcer coming up, it took the smart phone by storm, but the stocks big move today could be just the beginning. Find out which app cramer has a positive review on, just ahead. Plus wall street warning. The new year is off and running, but cramer has already spotted a potential pitfall that could ensnare your earnings. Make sure youre not falling victim to this tripwire in the ticker. All coming up on mad money. Yelps the thing. Viewers of mad money know that i have a keen interest in yelp, which soared to an alltime high today. I follow yelp very closely because its all about the holy trinity of tech, the social, mobile and the cloud which is going to be a booming investable theme for many years. The other stock ive been recommending, id like to measure yelps progress because its the first publicly traded website thats better on a cell phone than a computer. For the vast majority including facebook, lets just say its been pretty darn painful. Just yesterday marissa mayer, ceo of yahoo, said the future is in mobile. For yelp the future is now. A great line from lincoln steffens, ive seen the future and it works. Of course he was saying that about the soviet union, admittedly not the best analogue for a social media company. Anyway, yelp has a remarkable Business Model of content married with sales people who try to get the managers of stores, restaurants to advertise the sites. You can find them easily. Of course. Its a virtuous circle. If you get good reviews you can do some business. A not so hot one, its not so good for your business. If your business has good word of mouth, yelp can drive a ton of foot traffic. That is a mobile app and thats the holy grail. How high can yelp go . Think back to what at one time was the most lucrative business around, the yellow pages. Remember them, the yellow pages . At one point you just had to be in the yellow pages if you were going to grow your business. You had to advertise. Yelp is the online yellow pages for this era, and it, too, has the license to print money. Unlike the phone companies where growth was always tampered by heavy regulation, there is no regulation to bother yelp. I can tell you that the company as we heard from its terrific ceo at the dream force conference is expanding nationally and internationally and the stock could be hot throughout this rally. Thats why when jpmorgan revealed proprietary studies that showed yelp doing better than people thought, it rallied close to 72. 40. This stock, which ive been a big supporter for, somehow the analysts thought the quarter was tepid. I think they were influenced by the secondary. Now, how do you value yelp . I think you value it not on earnings, which would be a lot higher if the company wasnt investing so heavily in growth, but on the scale of the size of the business opportunity, which is humongous. Thats the same kind of analyses that allowed us to nail both netflix and amazon. I think the opportunity to be the yellow pages for the whole world is worth more than 5. 2 billion, even though its up billions and billions since it became public. How much more . I think its worth substantially more, even dramatically more. But yelp is not for the squeamish. All that said, now that yelps gotten through the secondary, to me the direction of the stock is clear, higher this company has what the customer wants and what the stock market wants, social, mobile, the cloud. There arent a lot of those options out there which is why yelp is a buy, plain and simple. We need to go to dominic in new york. Caller i want your opinion about ebay. Ive been holding onto it for a while and Morgan Stanley just downgraded it a notch. I wanted to know if i should go with the yahoo i prefer yahoo and ebay has been inconsistent. John donohue, we sat down with him at dream force, and i like what he said. But the earnings have been erratic. I like the trade out of yahoo and into ebay. Bobbie in ohio. Caller i am enjoying your book. Holy cow. That was unsolicited. Whats going on . Caller im trying to get into 3d printing with ssys and i cant catch a break. It just keeps going up, up, up. When the train is leaving the station, which is what youre feeling, i say, you know what . This is what i learned. Its a very tough thing to ever ever admit, bobbie. You may have missed it. We can wait for a pull back but to pull the trigger here when we recommended that stock is like geez, the stock doubled and doubled again, we cant do it. Its too hot for us, bobby. Got to wait for a pull back. When a company like yelp hits an alltime high, it deserves a review. I think the company has mastered the holy trinity of tech, and i think it can head higher. Stay with cramer. Announcer tomorrow, kick off the trading day with squawk on the street, live from post nine at the nyse. Five below is not a weather related story. I didnt know that. Announcer it all starts at 9 00 a. M. Eastern. What ya looking for . Well, youve found delicious must be the honey it is so honey swagalish so much crunch, can you handle this . The party in the bowl dont stop must be the honey when i first felt the diabetic nerve pain, of course i had no idea what it was. I felt like my feet were going to sleep. It progressed from there to burning like i was walking on hot coals. To like 1,000 bees that were just stinging my feet. I have a great relationship with my doctor. He found lyrica for me. [ female announcer ] its known that diabetes damages nerves. Lyrica is fda approved to treat diabetic nerve pain. Lyrica is not for everyone. It may cause serious allergic reactions or suicidal thoughts or actions. Tell your doctor right away if you have these, new or worsening depression, or unusual changes in mood or behavior. Or swelling, trouble breathing, rash, hives, blisters, changes in eyesight including blurry vision, muscle pain with fever, tired feeling, or skin sores from diabetes. Common side effects are dizziness, sleepiness, weight gain and swelling of hands, legs and feet. Dont drink alcohol while taking lyrica. Dont drive or use machinery until you know how lyrica affects you. Those who have had a drug or alcohol problem may be more likely to misuse lyrica. Having less pain its a wonderful feeling. [ female announcer ] ask your doctor about lyrica today. Its specific treatment for diabetic nerve pain. It is time its time for the lightning round. Rapid fire calls. Play to this sound. Are you ready . I want to start with john in georgia, john . Caller hey, booyah what is going on with michael kors . It was negative analyst report. I have to wait and see. The research seemed too negative to believe that it was a finger waving in the sky. Lets go to gray in california. Caller booyah, jim. I am a longterm investor and i have a level of moderate risk and i was wondering what you think of bbt. Its at a high as many regionals are. Its run by kelly king. I like it very much and i would hold onto it. Lets go to paul in texas. Caller this stock has dropped almost 8 in the last two days. What can you tell me about Franks International . The stock is a wild trader but the business is fundamentally secure. Im not backing away. Lets go to casey in new york. Caller jimbo, how are you, buddy . Real good. Caller my question is about mankind corporation, ticker mnkd. I know its a speculative play. We went in front of the fda twice, they got denied. They look like they cleaned up their act. What are your thoughts . There are so many good speculations out there. Im not going to endorse mankind. We have a lot of good specs all the time and i think what you are doing is youre playing biomarin is so much better. I would not be in that one. Francois nader, thats a good spec, too. Lets go to dave in indiana. Caller genuine parts company, they do so much very good consistent player. I prefer snapon tools more. Duckworth technology. Can we go to pete in new york . Caller jim, i got some questions about core labs. I know that company is getting bad press about polluting the water. What are your feelings on that . Im not worried about that. Theyre a premiere Technology Company to figure out where the oil is. The stock pulled back almost more than ten percent since the last quarter which was excellent. That seems to be a level to buy, not sell. I need to go to paul in illinois. Caller jim, huge fan. My quick question, oled, i think its a huge buy for 2014, led technology. Im not as bullish as you. I think its an expensive stock and im concerned about that business. Im sorry. May i go to ryan in illinois . Caller hey jim, how are you doing. Im ryan from chicago and im a big fan of the show. Thank you. Caller i wanted to get your opinion on exact sciences. Remember we recommended that and there was bad news and people wanted to take my head off, sue me, they hated me so much. It all worked out and it continues to go higher. Its a good company and i recommend it again. And that, ladies and gentlemen, is the conclusion of the lightning round. Its new years resolution time here on mad money. This week, im helping you come up with resolutions that will help you become a better investor. I think its worth remembering that while skepticism can be a virtue in this business, being too skeptical, as i said at the very beginning of the show, can prevent you from making some very big gains. As i explain in my new book, get rich carefully, sometimes its possible to be too skeptical. Thats coming from me, one of the most cynical faces on television. Im absolutely blown away by your kind words on twitter jimcramer and if you are around paramus, new jersey, swing by barnes and noble on route 17 and i can sign your book. As i was preparing to write get rich carefully, i went over the last five years of trades made by my Charitable Trust along with all the bulletins we send out. As i was going over the trust trades, trying to identify my mistakes so that you dont have to repeat them yourselves, i noticed that occasionally my good judgment would be overcome by excessive skepticism, that i get too negative because i didnt believe management was capable of navigating the waters of an increasingly difficult economy. There were times i didnt give Companies Ceos enough credit. That skepticism cost my Charitable Trust a lot of money. The thing about Money Management mistakes like this is if even a veteran like myself makes them, regular investors are going to do the same thing. Home gamers are just as vulnerable. Im not saying that being skeptical is a blunder. Far from it. Look, bed bath tonight blew up. When i talked about them last night i wasnt saying buy it, i was saying i lost conviction. You do need a degree of skepticism to be a good but in this moment where you read and hear from so many experts who have been nonstop negative and persist in their negativity even though the market rocketed higher last year, keeping your skepticism in check can pay off big time, especially when you are dealing with High Quality Companies and top rated management. In other words, when a wellrun business hits a speed bump, dont get carried away and act like its slammed into a retaining wall. Its easy to let your fears overwhelm your judgment. Which is why i have a whole chapter in get rich carefully about how when you are investing you need to check your emotions at the door. Let me give you some examples from the book. Remember when walgreens picked a fight with a gigantic pharmacy benefit manager . At the time i liked walgreens. But after the express scripts tiff, where they hired companies to steer toward rival cvs, walgreens went from 40 to the 30s. Then in june, watson shelled out 6. 7 million for a controlling stake. At the same time the Company Opened a new duane reed not 150 yards from my own store, where we interviewed watson the previous year. As walgreens went to the high 20s, he had possibly bitten off that acquisition. Right after i made those comments, watson called me and he walked me through the benefits of the alliance deal. He explained why walgreens had to stick to its guns and even defended opening the new duane reed. I was unmoved. I didnt think there was any way he could pull this off. With walgreens trading at 29 i told viewers it was too risky too hold. Sure enough, not long after, watson announced a Ground Breaking deal with another Prescription Drug provider and gave his company a huge boost in profitability while lowering the price of drugs for you, the customer. Walgreens hasnt looked back since, and the stock rallied from its bottom a year and a half ago. I was way too skeptical. Urging you to dump the stock. I let my fears get the better of me. I knew watson was a visionary, but when he actually put his vision into action i was too blind to see the opportunities. Lots of people believe that you cant be critical enough of executives these days. They hear it all the time. Im telling you, that view is unequivocally wrong. Sometimes skepticism doesnt pay. If you are not convinced, let me give you the Bigger Picture example. I have been a major backer of shaw group, not public anymore, the huge Engineering ConstructionCompany Famous for building power plants, especially Nuclear Power plants. I interviewed the ceo back in 2010 when we visited tulane, and he made very bold, positive predictions for the future of his company, which i had to believe because of his top notch track record. There was no reason to be skeptical of this man, but when the tragic Fukushima Nuclear disaster hit japan, i figured it put a host of nails into shaw groups coffin. However, he insisted to me that shareholders should have faith in the company. I pulled my recommendation. Then i watched shaw group fall a quick ten percent and i felt better immediately. Thats the problem with emotional investment, because like walgreens i was too skeptical. Really stalwart ceos are going to create value for you. At the beginning of last year shaw group sold itself for 3 billion. I blanched when i saw this. It was a 72 premium that the stock was trading before the news broke. Bernard single handedly created an enormous value through this amazing deal. I underestimated his resolve. I was playing the informed skeptical, the know it all. Because of it, many of you may have missed out on an enormous win. The fact is while it may be fashionable to be a skeptic, most ceos really do know more about their companies than anybody else out there. As 2014 begins, make a resolution not to be too skeptical of High Quality Companies with fabulous ceos. You have to check your emotions at the door. If you want more examples of what that means i suggest picking up a copy of get rich carefully where i go into detail about avoiding the most common emotionally driven mistakes that investors often make. I need to speak to pat in new york. Pat . Caller hi, jim cramer. Booyah, i watch your show every night and thanks for sharing your 25 Years Experience with us home gamers. My stock is white wave foods. Do i buy more . I would buy more. Heres why i like it. Its part of this new theme that i respect, and that theme is that people want to live longer, eat healthier. Thats almond milk, soy milk and organic milk and therefore i think a Terrific Company to invest in for the long term. Please dont stop believing. Some skepticism is healthy, but there is such a thing as being too skeptical. Stay with cramer. So ally bank really has no hthats right, no hidden fees. S . Its just that im worried about, you know, hidden things. Ok, whys that . Well uhhh. Surprise um. Well, its true. At ally there are no hidden fees. Not one. Thats nice. No hidden fees, no worries. Ally bank. Your money needs an ally. Over the pizza place on Chestnut Street the modest first floor bedroom in tallinn, estonia and the southbound bus barreling down i95. This magic moment it is the story of where every great idea begins. And of those who believed they had the power to do more. Dell is honored to be part of some of the worlds great stories. That began much the same way ours did. In a little dorm room 2713. This magic moment i know you have made some resolutions last week, but for the next few minutes lets forget about losing weight, being nicer and all those other things you tell yourself youre going to do every year. Tonight i want you to challenge yourself to come up with a special resolution to get diversified. That way your portfolio will be protected in the new year. And if you are looking for another resolution, might i recommend your picking up a copy of jim cramers get rich carefully. First is a tweet from rolling18tim. I guess not everybody can be jimcramer. Madtweets. Jim, thanks for all you do, celgene, 3 m, crm, jpmorgan and valero. Am i diversified . Mobile social cloud, biotech, diversified industrial, bank and a refiner in valero. Poster boy for diversification i actually like all the stocks. Why dont we go to richard in california . Caller booyah, mr. Cramer. This is richard from sunnyvale, california, the heart of the silicone valley. Near the new niners stadium . Caller i live a mile away. I will walk there and not pay for parking. Thank you from all of us for everything you do. I personally dont miss a show. I love it and im a student of your show. I wanted you to know. Were doing good. Thank you very much. Caller thank you, sir. I want to hear from my stocks, ready to go. I have hp. Hp or hpq . Caller hewlett packard. I have agnc, i have johnson and johnson. I have b of a and i have facebook. Lets get to work. Richard from sunnyvale, california, one mile away from the new niners stadium. Johnson and johnson is my favorite drug stock. Hewlettpackard is on a major comback. Bank of america, one of the largest positions, remember you went off the charts, i said that was great. Facebook is great. We have a drug company, internet company, a bank. A tech company. This is too much like bank of america. Were going to trade out of that and out of the downgrade were going to buy honeywell. Lets go to bernie in arizona. Caller jim, how are you today . Good. Caller i have a trading strategy in my ira and my roth ira and i wanted your opinion. In my iras i have verizon, exxon and altria. When i get a 15 to 20 percent appreciation, i sell cover calls against the shares of stock i own. This has worked very well for me. What do you think . Ive got to tell you im not a cover call fan, but you generated income with that and i totally get it. Pdl pharma, its not biogen, regeneron, celgene, gilead. Its a nice spec. We have exxon mobile when i recommended. Im not keen on tobacco. At t and verizon. We cant have both of these. Thats not going to work. I know you want some yield and you feel like yield should be the thing here. Im going to send you to another stock that was downgraded today. Clorox. And that, ladies and gentlemen, is another round of am i diversified. After the close one of my bankable 21 ceos from macys reported a number that was really good and sent the stock up after hours. I like macys. Just for you right here on mad money. Im jim cramer and i will see you tomorrow [ helicopter blades whirring ] [ sea gulls squawking ] [ indistinct shouting ]