Ridiculously capricious and has the mind of a 5yearold. Thats all i could think about today. The dow advancing 10 points, s p gaining. 24 , nasdaq climbi climbing. 55 . Last night i came out here and i talked about how the wall street fashion show was so fickle that it can change on a dime, day after day. I was wrong. It changes on a nickel. Almost everything that happened in this market yesterday got reversed today and then some. Yesterday, we hated the high flying stocks of companies that care more about growing sales rapidly than they do about producing profits. Companies that gave you descent growth with a buy back and dividend thrown in. We scorned stocks that can be valued only by their desire and ability to dominate their category at all costs because the opportunities facing them are so great. Got sick of that. We cherish companies that are shrinking the grow or breaking themselves up. Or putting them up for sale. It was the exact opposite. Growth at any cost is in now. Bountiful profits, has been. All right. What changed . Because it really is kind of mind numbing. Its pretty simple. Today we have a successful ipo. Wasnt that nice for a change of a Company Called jd. Com. It has explosive sales growth and seeks to dominate its category no matter the cost. Do you know what that sounds like . All the stuff we hated yesterday. It doesnt matter that jd. Com is considered to be the chinese amazon. Com. Another company in the dog house. Today the broke dogs broke out of the kennel. They did it the moment that jd, a huge deal, by the way, opened up almost two points higher than its pricing giving instant gains to almost all who got involved. What a nice change from lately, huh . This deal signalled a change in ipos. Theres been initial Public Offerings for the single reason that you lost money every time you did one of them. Yeah, of course. Ecommerce Companies Care only about growth and not profit. So when jd was out of the gate today it changed the impression that when you buy the stock of a pure Growth Company that cares not about profit but rapid sales, youre doomed. How do we know this . What empirical evidence do we have . Consider sales force. Com. Two days ago the customers relation Software Giant reported a fantastic quarter versus the expectations. Sales force signed up more big customers than ever. It crushed the cash flow estimates. It raised its guidance by a phenomenal amount. The analysts fawned, number pumps, upgrades, pure unadult unadultered love. The stock got pancaked the next day. Falling from 53 to 50. Ding dong the witch is dead. Which old witch . The momentum growth witch. Salesforce. Com is dead. Not so fast. Premature. Today as we waited with baited breath for jd. Com to open salesforce started climbing in sympathy with traveller. Salesforce. Com has proven growth and theres no glitches to the picture. Just had him on. The next day things went bad. Heres the nuttiest thing at all. Salesforce went up today for the same reason it went down yesterday. Because its adopted a philosophy that the customers must be won over with Excellent Technology and Great Service so it has to spend money and give out stock to get the best people. Yesterday we hated that. Sent that bad boy down three points. We wanted companies that are tight fisted buying back stocks and returning money to shareholders because they dont have the type of opportunity that they can spend money to dominate. Today, we wanted companies that have huge opportunities and need every penny to address them. Salesforce. Com up three. Of course once salesforce. Com is let out of the chateau all the other breeds turn out. You get the picture. There are programs, literally computer programs, right, that say when high growth rallies and the software is a service segment, you should buy high growth stocks. There goes yelp. Google is off to the races. It action gets imbetted by short sellers. As a former hedge fund manager, the strategy at least makes sense. If i knew that salesforce. Com the best company is a service base and it is couldnt rally on that amazing quarter, why not just short the whole group until the cows come home. Who expected the cows to show up the next morning . But they did on the back of that successful jd. Com ipo and when the cows stampede you have to bring in your short position along with the bulls. So your profits dont get wiepd out. It event gets better. For a descent stretch of time we have been figuring out how much to pay for traditional growth companies. We like starbucks, underarmour, chipotle mexican grill. Theyre all on mad money all the time. They sell at high priced earnings multiples. Not only has the market rebelled against them but it hasnt caught much to stocks on an earnings basis either. This could ding these stocks as we find out with the high multiple best of breed player whole foods. Still, we have a real nice umbrella going here with this jd to salesforce to yelp to zilla move. So they begin to move up too. Now step back for a second. Im sure some of you are saying, all right, cramer, this is ridiculous. I dont want to put my money into this. Its not investable. Its simply a coin flip. Its like betting on rain drops to which i say nothing further could be from the truth. As i write in get rich carefully, if youre going to try to play this ridiculous intrahour guessing game, youll lose to those machines. Thats why they do that. Because theyre faster and smarter than you on a minute basis. Do you know what will happen . Youll end up buying high and selling low. But if you find stocks you like at companies that suit your temperament, youll do fine. You dont ever have to earn one of these stocks if you dont want to. If youre older and worried about how much time it would take to make the money back if you pick the wrong one, stay away. But if youre younger, you have your whole life ahead of you, i say go for it. I come in here every night to explain and teach. Not to tell you to buy or sell stocks with reckless abandon each day. I did that on my hedge fund. If i still wanted to id go right back to trading. I love telling you why stocks move. Why a stock goes up a dollar. Im not condemning anyone for trying to take advantage of the daytoday swings however right now at this very moment this market is, all be it a happy drunk on a daily basis. The wall street fashion show used to have seasons. Ones that lasted almost as long as those the counter gives us, but these days, they change from session to session and as total cramer fav harry truman said about his job, if you cant stand the heat, get out of the kitchen. Lets go to dave in washington. Dave. Hey, jim, how are you . Good. This time im standing on my deck enjoying northwest good weather. Okay. You had a caller a coup m of days agatha inquired about etna and you were positive about it. You were a little negative toward United Health and thats what i own. Its a relative thing, sir. The United Health didnt do as good of a job in the quarter but its not as great house in a fantastic neighborhood and i could have mentioned my travel trust owns cigna which is best in show. Can we go to virginia. Caller your staff is great. They are fabulous. Caller my stock is national oilwell. I wanted to know your recommendation and just as a side, i was at costco and i got such a great price on your book i got two of them. One for me and one for my college kid. You have horse sense. That was smart. Okay. My travel trust and i are eagerly looking forward to the spin off of national oilwell. We like the business but we have not yet made up our minds which one should be sold but the fact that the stock bounced right back after what some people perceived to be a weak quarter tells us the stock is going higher, not lower. You saw for yourself today whats in fashion on wall street can change on a dime. A nickel, how about a penny. Dont get discouraged. I think you can do just fine. Still ahead, hunting for bargain, a miserable quarter for Dicks Sporting Goods could be giving you a shot at scoring a deal. But which stocks can help you get the biggest bucks . Not one but two in my sights. I have a biotech player that has exciting new drug trials and can it keep the streak alive . I dont know, were talking about to the ceo. Seems interesting to me. Mad money is back after this break. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send an email to madmoney cnbc. Com or give us a call. Miss something . Head to madmoney cnbc. Com. When we arrived at our hotel in new york, the porter was so incredibly careful careless with our bags. And the room they gave us, it was beautiful. A broom closet. But the best part, worst part, was the shower. My wife drying herself with the egyptian cotton towels, shower curtain defined that whole vacation for her. Dont just visit new york. Visit tripadvisor new york. With millions of reviews, a visit to tripadvisor makes any destination better. On car insurance. Everybody knows that. Well, did you know that game show hosts should only host game shows . Samantha, do you take kevin as your lawfully wedded husband. Or would you rather have a new caaaaaar say hello to the seasons hottest convertible. Ohhh. And say goodbye to samantha. [ male announcer ] geico. 15 minutes could save you 15 or more. Dog get four years get four years interestfree financing on the entire tempurpedic cloud collection, even a queen size sealy gel memory Foam Mattress for just 497. Mattress discounters Memorial Day Sale ends monday. I want to tell you about a biotech stock that met a 52 week high today. Its a drug developer. Orphan drugs get all sorts of extra exclusivity rates and are extremely expensive because patients dont have any other Treatment Options and Insurance Companies dont mind. The big drug is for pulmonary fibrosis. Its an irreversible, progressive and fatal lung disease. Its been approved in canada and the european union. Its still waiting approval in the United States. They rallied 168 year to date. Im not sure exactly how much upside is left but theres no doubt this has become a red hot stock. So lets take a closer look. Mr. Welch, welcome to mad money. Thank you very much jim, very excited to be here with you. All right, sir. I think that a lot of our viewers dont understand how the process works to get opinion leaders to use your drug versus a competitive drug. A very big company. Theres articles that come out and protocols. Decide where you are and why youre confident that once the fda approves it doctors will be using your drug and not the other guys . Well it all comes down today at to data. Of all the metrics lung doctors care about when treating this terrible disease, the data stack up very, very well in terms of the efficacy as well as the safety and tolerabitiy. Theyre very excited about the data. How much will the fda take into account that its been approved in a lot of places and its done well. It is approved in europe and canada, china, japan, many other countries. The fda takes its own process and we respect that process. We asked us to do another study. We did that study. The results are incredibly exciting and compelling and we believe that will put us over the finish line to get this new drug to american patients suffering with ipf as soon as possible. Maybe as early as First Quarter next year. Im sure fda is looking at tolerability and survival data. Can you give us how yours stacks up . Well, every drug has safety and tolerability concerns and its no different. What we have seen from clinical studies time and time again, thousands of patients studied, the safety and tolerability profile is favorable. In terms of the survival data we showed at the recent lung conference, the patients taking it when compared to placebo after a year showed fewer deaths when compared to placebo. Were excited about that. Doctors that treat this terrible disease are very excited about those data and were proud to have shown it a couple of days ago. We had a reuters article come out in march of this year that says your company is take over interest and thats not that odd because three years ago you thought about selling yourself and then decided not to. Is the latter story true . Well, i wouldnt want to comment about that. We dont comment on speculation, jim, of course but what were focused on is getting our documentation together. Were close to filing that documentation with the fda. Getting it to them. Theyll have about six months to review it and hopefully get the drug approved and launch the product as early as First Quarter of next year. Thats where our focus is. Were very excited to finally after ten years to be able to bring perhaps the first drug ever for this uniformly fatal lung disease and were focused on that. As i studied i was not able to find necessarily other drugs that i thought would be in the pipe. But it does seem this particular drug might have more uses than just the one youre talking about. Thats right. It could be a portfolio within product for example. Theres another disease called scleroderma which is a terrible disease. Its about as large as ipf and like ipf theres no drug approved and its caused by fibrosis. So it is a drug that slows the process of scarring. So scleroderma is caused by scarring and it could work there. We have an on going phase 2 study were excited back and further back in our research we have a number of antiscarring medicines or compounds, one of which will start in the clinic, in clinical studies first half of next year and that could be the beginning of a whole portfolio of new drugs to help patients suffering from scarring diseases of which there are many and the patients are suffering. Well, people tell me this is, its a miracle what you have and i know that the stock has reacted as if its a miracle but in reality you have the documentations and approvals in other countries and seems like its a lifesaver. Theres not Many Companies developing life saving medicine. Thank you for coming on the show. Good to see you, sir. Thanks, jim. Great to be here. All right. The market is speaking loudly that this is going to be a huge drug. Its an orphan drug. It has a lot of protection for a long time. I think its a terrific situation. I want you to study it. With all biotech since the turn in the market you must have conviction because if the stock comes down you need to be able what you want to buy more or if youre going to cut and run. If youre going to do the latter, you havent done enough homework. Stay with cramer. Coming up, dicks, cabelas and Sportsmans Warehouse are some of the biggest names in the great outdoors. Which can help you with the most bang on wall street. Cramer is going deep into the woods to come out with a winner. Always remember that you should never take your queue from the wrong company. This week weve gotten a slew of retail earnings reports and many of them are pretty ugly. Perhaps the worst of the bunch, Dicks Sporting Goods which plummeted 18 on tuesday after dicks delivered a truly hideous quarter. The same store sales growing at 1. 5 clip while the analyst were looking for 3 to 4 growth. The companys hunting and golfing districts were getting eviserated. Heres the thing, when dicks reported those hideous numbers, the pin action from that mid rabble quarter nknocked down th entire Sporting Goods segment with cabelas falling 5 . To me thats a big mistake. They havent read enough shakespeare. In this case, the fault isnt in Sporting Goods stars, its in dicks itself. I dont think you could extrapolate from Dicks Sporting Goods because they messed up for good reasons that come down to the fact that i believe management really dropped the ball. After being a best of breed operator for many years, dicks made a bunch of very high profile mistakes. First they doubled down on golf. The company has a whole second chain of stores called golf galaxy and they did terribly. Theres no bottom in sight here people. Most golfs spend their money at pro shops and not golf galaxy and the freezing weather didnt help things out either. Second error, their hunting business shot itself in the foot. In part because management made a decision that turned out to be bad for profits. Its true that the overall hunting categories is experiencing difficult comparisons from last year. We had a surge in guns and ammo. The hunting category seems to be stabilizing. Last year management made a decision to stop selling modern sporting rivals like the bush master ar15 thats very popular. From a certain standpoint i understand why dicks would do this. This decision did hurt earnings and you buy companies to participate in their profits. Not because of a particular cost. Choosing not to sell a popular line of products that many people want to buy, you may think its good Public Policy but it did turn out to be bad for business and therefore the stock which brings me to the competition. Cabelas and Sportsmans Warehouse. While we knew the freezing cold First Quarter was going to be tough for the Sporting Goods place. I dont think these stocks deserved to sell off as hard as they did. The fact is cabelas already reported about a month ago and while the numbers were okay, they werent so great, management did reaffirm its outlook for 2014 and suggested the business is going to improve Going Forward totally unlike dicks. I think cabela is much better. I said cabelas is the Better Company because it has a smaller footprint and more room for growth. Dicks has 566 core locations and another 79 golf galaxy stores. Probably 79 too many for all i know. Plus cabelas is a better concept. Its like a Tractor Supply for hunting, fishing, boating and camping. Theyre big destination stores. Places you love to and love going to. And much more private label merchandise which people love which carries substantially higher margins. To wonder they rallied nearly 60 since the call 25 months ago. Dicks is down 11 in the same period. In short, i dont think they deserved to get hit that hard after that lousy quarter. Neither of these companies has considered golf business and they both still sell modern sporting rifles unlike dicks. The real take away for these two companies is that dicks said outdoor categories are doing well. Tracking up double digits and sportswear is still strong. Its golf and firearms that are the problems and they arent problems for cabelas and Sportsmans Warehouse. I think the opportunity here i think could be very timely. The warehouse dropped from 9. 21 to 7. 75 on tuesday. A 16 decline. It was down almost as much as dicks itself. Thats way too much sympathy. Sportsmans warehouse is still a 325 million company. Its still profitable. Sells at 11 times earnings. Dicks at 13 and cabelas 14. I like the story. It has around 50 small stores. Easy in, easy out format. Lower prices and on top of that its very much the kind of regional to nation growth story that we so often favor here on mad money. Stores open more than a year will have earnings and margins in the double digits. Its really good. Meanwhile, Sportsmans Warehouse believes it can deliver sales growth of 2. 3 . You dont need to with this little stock. Plus over the next few quarters these guys will lap the gun sales from 2013. That will make for easier comparisons and the company has a ton of opportunities to expand its gross margins. By increasing sales of higher margin categories like clothing and footware and growing its margins. Now Sportsmans Warehouse came public on april 16th. It rallied 2. 8 on its first day of trading. Since then the stock has come down hard. Mostly because it got crushed by dicks on tuesday and stock is the cheapest name in the group by far. I think it deserves to be bought. Not sold. Let me give you the bottom line here. Dont dump all the Sporting Goods stocks because dicks reported a heinous quarter. Either cabelas or Sportsmans Warehouse has exposure and neither will have as much trouble with hunting as dicks which stopped selling the most popular sporting rivals over a year ago. They have been punished too much because of their competitor. They deserve better. I want to go to mike in ohio. Mike. Caller big cincinnati booyah from bengals nation. I like cincinnati. I like it too, whats up. Caller not much, i want to hear about crocs. I bought some a couple of years ago when i saw it spike and it dropped down and got low. I bought in there hoping they can do big things and ever since it slowly declined. I know that blackstone invested a lot of money and theyre looking for a new ceo. Tell me something. Dicey. I have so many high quality Footwear Companies out there i dont need to go down the food chain and buy crocs. Daniel in texas. Caller hello, this is daniel from san antonio. Congratulations all right. Caller i know. You know, oh, well, look, its a great team. Its a great team. Caller booyah, jim. The reason i was calling is because i have some underarmour stock and i lost around 8 . Should i hold it . Were taking a longer term view. People say that means cramer doesnt like it anymore. Wrong. I liked this thing for so many points. Did the stock get too high . Yes. Can it go back to where it was . I think the opportunity is so huge that youre getting a terrific longterm buying opportunity and i mean it. Listen, brush up on your shakespeare. The fall isnt in the stars, its in the company and i think thats created bargains in cabelas and Sportsmans Warehouse. A new take on lab testing and pipeline of drugs helped opco health rally over the past five years. Why is the stock flat in 2014 . Why dont we check in with the ceo and find out. More money after the break. If you wear a denture, take this simple test. Press your tongue against it, like this. It moves do you feel it . It can happen with every denture. These movements may irritate your gums. But you dont have to bear with it. You can try fixodent plus gum care. Thanks to its formula, your gums become one with your denture. This helps stop movement and helps prevent gum irritation so you can keep enjoying life. [ apple crunches ] fixodent. And forget it. [ apple crunches ] dont just visit new york. Visit tripadvisor new york. With millions of reviews, tripadvisor makes any destination better. We know this market has not been at all friendly as of late. Especially not the small biotechs but some of these drug stocks have come down enough that they present interesting values. The 3. 5 billion company thats a developer of test equipment. Its not some pie in the sky biotech. No it has two big diagnostic products set to launch this year and next. It scored a highly Accurate Laboratory test for Prostate Cancer which we got data on earlier this week and the company also has diagnostic instrument system that provides rapid blood test results. So you can get the test results while youre still at the Doctors Office rather than having to wait while your blood gets sent off to a lab. Theres multiple applications including testing for vitamin d levels and as a test for Prostate Cancer. And just three could be worth 364 million in annual sales and not too far from now. Although the system could potentially do a lot more. At the same time they also have a drug business. Right now the big product con date here is reality for the treatment of hypothyroidism. This might be worth 73 million in 2020. And theyre going to get royalties on a drug for chemotherapy induced nausea. Now theyre already giving you 7 gains but put it together and i think opko could be worth more. Lets check in with dr. Phillip frost. The chairman and ceo and find out more about his companys prospects. Welcome back to mad money. Thank you. Pleasure to be here. All right. Doctor, we always hear about the high cost of medical to the system. How much the tests costs. How theres a lot of needless surgery. Youve got not one but two products that could be approved very shortly. How much would they save the system . Well, lets start with the score you just mentioned. In terms of saving the system money, it will avoid performing 40 to 50 of the prostate biopsies that are now done at an average cost of 1,500 to more than 2,000 and thats if there are no complications. Infection and other complications require hospitalization frequently and the cost can go up to 5,000 or 6,000 or more. So the cost in the United States alone by performing our tests as a conformatory test could be in the billions of dollars. The other the test that you eluded to, the card i have here. I have shown this once before, is a system that will be in the Physicians Office and in the Physicians Office, the patient will give a drop of blood from his finger and the physician will have the results of the test in ten minutes. So you save all the time an effort and expense of shipping a blood sample to the lab and calling and getting the results and youre able to offer therapy immediately in the office. So thats very valuable and by the way, we hope to have the score eventually on that card which we think will be an important advance. Well, these things make so much common sense and all of your career has been filled with common sense compounds that i wonder if there arent some sort of business imperatives away from your common sense that are somehow getting in the way and blocking your procedures that make so much sense to me. No, i dont think so. I think that were moving on target and by the way, along those lines, in terms of common sense, this morning we announced the finalization of a tiny acquisition. They have a product i can show to you. This looks like the automatic inhalers available now for treating asthma and copd. But they have a problem. The problem is you have to inhale with some force and for the copd patients thats a problem. Its also very important that the particle size be just right. So if it comes up too fast it goes against the back of the throat. If its too slow it fiwinds up the mouth. We have this device that comes from israel, a very clever Scientific Laboratory there that powers the emission. You put a capsule in it and you turn it around ready to inhale. You inhale it and it forces the power out in just the right way, the right strength so it goes into the lungs and even to the small cavities in the lungs and thats what everybody wants. It also has a nice feature. It has a little slide at the bottom that you can attach to any sort of iphone or other device as often as you want, once a month, and that will tell you every time, the date of every inhalation and whether the inhalation was performed successfully in not. In terms of compliance which is a big problem with medicine and results and spending a lot more than is necessary because patients find it difficult to comply this little simple device will go a long way we think. I think that people have to understand and i followed your work for many years. You have that product. Whats the process that well be using that. We just bought it. Are you trying to get this to be approved . Where is it in the system . This will be useful for existing drugs to make them perform better by delivering it in a better way but we also have a new molecule and drug to treat asthma and copd, its in a new class of compounds that seems to be very effective and very, very safe and of course were going to want to put that into this device. Now, doctor, one of the reasons why i have been such a big believer in you is youre a big believer in yourself. 626,000 worth of opko you have bought. I have to believe thats because you think that all of these things make it so your company is under valued because no one buys stock because they think its going to go down. Exactly. I dont want to say that its under valued because i dont want to be promoting it but all i can tell you is that im very pleased with my investments. Well, thats all it takes. I made a lot of money following you and our viewers have too. I just applaud you for all the things youre trying to do for the system and for the patient. Thank you so much dr. Phillip frost, chairman and ceo of opko health. My pleasure. Guys, this is one where i want you to know what the company does. Take a look at the different products. Take a look at what he just talked about in terms of that device before you get in because too many people just bought the stock and expect it to go up tomorrow because the doctor has been buying so much stock. Understand the story. Get comfortable with it. Dr. Phillip frost. Chairman and ceo of opko health. Cars are driven by people. Theyre why we innovate. Theyre who we protect. Theyre why we make life less complicated. Its about people. We are volvo of sweden. It is time. Its time for the lightning round. Hear this sound and then the lightning round is over. Are you ready . Its time for the lightning round. We start with clay in florida. Clay. Caller hey, jim, booyah from st. Augustine, florida. Nice to have you on the show. Caller i know youre cautious on the chuy ma stocks. But i bought china plastics three years ago and added more shares when Morgan Stanley invested 100 million in the company. Its capacity and what should i do . Buy or sell . Thats a red flag. I tend to think that something is wrong there. But have to do more work. It was down badly today because people were selling it to buy jd and i will like it if its priced correctly. Those will be my three for the rest of 2014. Brian in new york, brian. Caller hey, jim, whats going on buddy. How about you chief . Caller hanging in there. Thanks for taking my call. Tell me what you know about hca. Heres what i know. Its outrun. Been a great deal for everybody involved. Its going to continue to do so. We both marvel. This one works. Why dont we go to michael in colorado, please. Michael. Caller hello, jim. This is michael, a relocated guy from brooklyn in colorado with a mile high booyah. Well, ill give you janes mile high booyah back at you. Caller well, i want to tell you, your staff is great. Theyre amazing. I admit it. Go ahead. Caller hey, a few years ago i made a couple of work related trips to far eastern russia to the gold mine. They were mining lots of gold and silver. The price of gold has fallen since 2009. Kgc has disproportionally tanked. Buy, sell, or hold . Im going to tell you i have only been recommending one gold stock. I like gold coins. The only stock im recommending is rand gold. Lets go to larry in california. We have a smogfree booyah from los angeles. What are you thinking about jbl. I kind of gave up on jbl. You can only miss so many quarters before i say they missed a lot of quarters. Now i do like low multiple tech and i have to see one good quarter before i go in there and buy. Lets go to eric in illinois, please. Eric. Caller jim, i listen, are they back bank of ireland . I would rather buy bank of scotland. I think its a good one. I see your bank of ireland and i see you scotland. When you go to ireland its everywhere. Caller hey, jim, a big hook em booyah for you. Ill take that. Caller i want to ask you about a Little Company in san anton. How are you feeling about valero . I like the spreads between the different layers of crude. Its a really well run company that returns a lot of capital shareholders. I also like marathon. [ male announcer ] what if a Small Company became big business overnight . Like, really big. Then expanded . Or their new product tanked . Or not . What if they embrace new technology instead . Imagine a companys future with the future of trading. Company profile. A Research Tool on thinkorswim. From td ameritrade. A Research Tool on thinkorswim. Whon a certified preownedan unlimitedmercedesbenz . Nty what does it mean to drive as far as you want. For up to three years and be covered . It means your odometer. Is there to record the memories. During the mercedesbenz certified preowned sales event now through june 2nd, youll get complimentary prepaid maintenance and may qualify for a twomonth payment credit. Only at your authorized mercedesbenz dealer. Way too many people are starting to walk away from yahoo even as its 24 stake might be worth more than most investors think. The market showed a lot of love to jd. Com today. Another that just came public. With the stock going to an immediate premium before settling back to a profitable level. If you like jd which is a profit list extremely fast growing chinese, amazon analog, then you should love allibaba which is a chinese fast growing version of ebay. And then you always have to consider owning yahoo which owns a 24 stake in this company. Which loosely based on jds evaluation, it could be worth 200 billion so do the math here. Yahoo is down a bunch but the decline that comes from the combination and belief that ipos arent getting the pop they used to. Yes, theres yahoo which is also understandable given how facebook and google havent been jumping out of their skins going higher either. Im a huge Balance Sheet guy. I have stressed to you over and over again that a company with a good balance street has immense flexibility to turn itself around or buy growth if it doesnt have enough on its own to save wall street and because yahoo will sell 40 of its 24 stake when it becomes public, they should have around 9 million. I fear that yahoo will buy back more of its stock with that cash. We want growth from this internet company. Thats why i have a different plan from yahoo . Based on the interviews with important executives in the internet commerce field coupled with the knowledge i have from owning my own restaurant. First, you have to understand that ecommerce and smartphones changed everything about dining. Everything. Lets say you make the decision youre not cooking tonight. You have a couple of options, you can go out, take out, our order in. How do you start the process of figuring out what you want to do or where you want to go . You decide what you want or how far you have to travel and then you look it up on yelp. If youre intrigued you go to look at the menu. Got to be able to get in, right . If the place is jammed and you still want the food, you can order it from grub hub or seamless. Do i want to go out at all . All right. Well, of course not every place is reviewed on yelp which is the online yellow pages for everything and its growing by leaps and bounds. Not all places are hooked up with grub hub but given howell run and well capitalized they are i think its a matter of time. Why . Because the social mobile cloud and con neck activity drivers of the cell phone insure these amazing applications will prevail. Theres only one problem. Theyre three separate sites. I hate that. I want one site. I want to hit three buttons and go. Thats why yahoo comes in with the alibaba money theyll have the ability to buy all three of these companies and aggregate them under yahoo restaurants. One stop shopping. Like the great dominos app while there would be a premium involved in buying yelp, open table and grubhub, do you know they actually if you add them up equal almost the amount of money they should be able to get from selling its alibaba stake. Its con convenient since the chairman sits on yahoo s board. How about instant relevance and growth which yahoo needs more than ever. What do you get as a user . The convenience you deserve. Its all simple. I think it should happen. And im waving my Investment Banking fee. They dont have to dpif give met of the deal. Stay with cramer. Still seeing way too much prejudgment being made. Best buy down badly before people heard the conference call. No, come on. Do the homework and then be more informed. You could have bought it and not sold it. That was the right thing to do. Theres always a bull market somewhere. Somewhere. I pr a modern american miracle your neighborhood supermarket. 48,000 items under one roof. Oh, boy, its just like a playground of food. Youre looking at the abundance of america, in a way. Absolutely. Youve got to see what i found over here. A halftrilliondollar industry that touches us all. You are empowered to make. Somebodys day. Did you find everything you needed today . Take a deep breath, because were gonna wow you. A billion and a half dollars worth of groceries sold every day, reflecting what we want and who we are. Ill bet most people think theyre pretty good shoppers. And i can tell you theyre