Points, s p advancing. 15 . For the next five weeks, its all about the reports from individual companies. And were up to the challenge, unusable hand, or not. Before we get to the particular stocks, lets understand the way earnings season works. As i write about in get rich carefully, which has a huge chapter on how to play the quarterly reports, how to handle this season, accompanying deliver on a trifecta of accomplishments in its quarter to ensure the stock will jump on the news. It needs to top the earnings and revenue estimates, meaning do better for the quarter than the consensus of the analysts who follow the stock. And then it has to raise guidance for both figures going forward. If you dont get better at revenues, better earnings and better guidance, you most likely wont see an increase in the stock price after the quarterly release and the Conference Call results hit the tape. Notice that i included the term Conference Call in the equation. Thats because, by far the most critical part of this beat and raise process comes when the guidance is given on the Conference Call. And thats right after managements description of the quarter, but before the q a session. Thats the meat of the whole deal. And if you trade before you hear that guidance, if you dont wait to hear it, youll be flying blind. Of course, as i always he hear jimcramer. Hey, listen, i didnt need to wait. You might get lucky if you fly blind. Were always trying to eliminate as much of the luck factor as possible on mad money from this process of investing. Because, of course, luck can cut both ways. Now that you know why its so important not to jump the gun during earnings season, let me give you the game plan for next week. First, oh, man, i love this one. On monday, we have the start of the Amazing International air show. Thats an annual event where the big commercial aircraft makers, boeing and airbus revealed their latest orders. Always seem to have surprises up their sleeve while they show you the best new models. Boeing stock has been an absolute dog. Ever since former House Majority leader eric cantor lost his primary last month. Now, cantor had been a big backer of the export import bank, which gives boeing a financial edge against the heavily subsidized airbus from over in europe. There are now fears that without cantor, republicans wont allow the export import banks charter to be renewed. And thats cast a real over the stock. Maybe it can be lifted. Although, you have to remember that boeing was, indeed, the best performer in the dow jones average last year. So maybe all its doing is consolidating those gains. Dont get discouraged, be patient, thats what my Charitable Trust is doing. Tuesday, huge. First, we get results from jpmorgan. And this will be well be listening to much more than just the earnings. Now, i am told that Ceo Jamie Dimon will be on this Conference Call despite the tough news hes been stricken with throat cancer, though, thankfully, of the curable variety. The last quarter, quite frankly, was a total bust. It would be terrific to hear jamie tell us his bank is in better shape as he starts his chemotherapy and radiation treatments. Hes got good stories to tell now that the big cloud, the Justice Department settlement is in the rearview mirror. The mergers and acquisitions market has gotten red hot, we know that, and fees from that lucrative business could offset any worries about how much money jpmorgans been able to make off your cash balance. Thats a line item that caused wells fargo stock to get hit today even as it reported a fabulous quarter of 1. 1 trillion of the deposits, im on record, i like that stock. After the close tuesday, two key tech names, youve got intel and yahoo. Intels been leading the charge of what i call the old tech brigade. And i think it will guide earnings and sales higher than when it preannounced a better than expected set of numbers a month ago. Look for ancient tech to go higher. Still after that intel call. As for yahoo, this is now all about the coming ali baba deal, yahoo owns a huge chunk of the chinese version of amazon, thats what some describe it as. We need to hear from the ceo marisa mayer. And if she tells us the core growth is accelerating, this stock might turn out to be the tech star of the third quarter. I do like it here. Wednesday is bank of america day. Oh, boy. You know what . All we want from bank of america is a good, clean quarter with no mistakes, no asterisk, and no new legal worries. Ill take the old legal worries, im fine with that if we get that, the stock will see 17. If not, well just be watching 15 paint dry for another three months until the next quarter. Were also going to want to hear what rich kinder says when he gives us the report card from the Kinder Morgan complex hes created. Why is it so important . Because oils been plummeting of late. Of late, its been down almost every day. And i bet rich will tell us if thats because of the explosion in u. S. Production, where fewer real explosions in iraq and libya, once Kinder Morgan reports, i think well know whether oil will finally go below 100 a barrel, which would make for a terrific backdrop from both the transports and retail going forward. Its a positive story, people, that oils going down, not a negative. Im tired of that negativity. I like reliability. And we get that from two cramer faves reporting on thursday morning. I like to think i brought these to you, snapon tool and ppg. Both of which are buys before, during and after they report. Just in case the markets in a bad mood and you catch an overall downdraft. Reliability, we should google reliability and see if those pop up. After the close thursday, well, look out, we get googles results. I cant recall a time when so little was actually expected from such an important stock, which is basically been flat lining lately. My Charitable Trust owns google for the long haul. I know a lot of people jimcramer on twitter want me to make a call on google. No, for the long haul, why . Because its the cheapest, highgrowth stock i follow. I think itll be fine. I hope come thursday afternoon i can say the same thing about ibm. This ones become a serial disappoi disappointer of late. Its been shrinking, plus a restructuring that would eliminate some of the slower, more constrain and 180 here we come. Finally on friday, we hope to get answers about the great mysteries of this particular market. When will General Electric go higher, and why isnt it rallying already . Ge has become a real problem stock in the dow. And i thought that once it won the portion of french giant it wanted, it would start moving up, which is why my Charitable Trust maintains a position in it. Instead, today, its done nothing really but go down. The ceo needs to show people that the new ge is at last upon us, the one with growth levered to oil and gas, but just a financial remnant thats no longer that important, no more tail wagging dog here. Actions speak louder than words, however, and a big dividend boost would give us all the information we need to decide whether to keep owning the stock or cut it loose. What does ge need to be like . To really get it moving . How about the other big industrials that reports on friday. Honeywell. Dave cote is delivering for years and years. Remember, people like reliability and consistency. I expect more of the same from honeywell. You know what would be shocking is if cote did anything less. Next weeks all about beating and raising. Better than expected sales, better than expected earnings, and raise guidance will most likely see their stocks go higher. The rest, well, barring an overall market rally or correction, you may have to wait until next quarter before you see the next big move. Sal in florida. Sal . Caller jim, id like to talk to you about ttc therapeutics. They have a drug for muscular dystrophy. Yes. Caller and id like to hear your opinion about the company. And i know theyre in your backyard in virginia. And what about getting the ceo on your show . Okay. Now, understand, this is a very speculative company. And weve looked at this. And until the recent wave of m a and biotech, i would have said i dont want you near it. Instead, i will bless a very small position in this stock because so many of these stocks have been working out. All right. What will it take for all these stocks to go higher here . How about better than expected sales, better than expected earnings, and higher guidance. For everything else, its a wait and see situation. Tonight, mad moneys all about vice, it may not be good for the soul, but it could be great for your wallet. The tobacco world announced big news. If you think this story is all but extinguished, think again. Theres plenty more money to be made if you know where to look. Ive got a way you can cash in on the Casino Industry still, and im going off the tape with the upstart liquor player thats shaking not stirring the industry. Its friday, and we are just getting warmed up. You stick with cramer. 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. I make a lot of purchases for my business. And i get a lot in return with ink plus from chase. Like 50,000 bonus points when i spent 5,000 in the first 3 months after i opened my account. And i earn 5 times the rewards on internet, phone services and at Office Supply stores. With ink plus i can choose how to redeem my points. Travel, gift cards, even cash back. And my rewards points wont expire. So you can make owning a business even more rewarding. Ink from chase. So you can. At every ford dealership, youll find the works its a complete checkup of the services your vehicle needs. So prepare your car for any road trip by taking it to an expert ford technician. Because no matter your destination good maintenance helps you save at the pump. Get our multipoint inspection with a Synthetic Blend Oil change, tire rotation, Brake Inspection and more for 29. 95 or less. Get a complete vehicle checkup this is vice night here on mad money. What better way to start off a conversation about investing in vice than talking about one of the most hated industries in america, if not the world. Big tobacco. You may not want cigarettes near you in your daytoday life. But believe me, right now, you absolutely want them in your portfolio. This could be a terrific time to get exposure to the major tobacco companies. And i dont want any moral qualms getting in the way here. Listen to me for a second. I think this whole group is headed higher. Someones got to make money off that. I will grant you, they sell a disgusting and addictive product that kills people. But if you decide that you cant own the tobacco stocks for reasons of conscience, i guarantee you, none of these companies will notice your protests and the only person who will be hurt is you because you could be passing up on enormous gains. All right, why am i so bullish with tobacco . Because this is an industry with a relatively small number of players that is now consolidating in a tremendous fashion. Just this morning, we learned that after months of chatter, the number two Tobacco Company in america, you might know reynolds best as the guys who brought you joe camel is in the final stages of making a merger agreement with the number three Tobacco Company, which smokers may know of as the maker of newports. All right, this is a huge deal. And the truth is, its already rallied 15 since the Financial Times reported talks are underway. David faber said a deal was imminent a week ago. That said, i think there could be more upside here. As the two companies have yet to agree on what price reynolds will pay in order to acquire lorillard. There are antitrust issues with the second and Third Largest cigarette makers merging with one another, and because the inquirer has entanglements. The uk cigarette maker owns 42 of this, of reynolds. And were hearing that britishamerican could up its stake when the deal happens so it continues to own the 42 of the combined entity, so youd basically have a threeway negotiation among reynolds, britishamerican and lorillard. Meanwhile, now that we know reynolds plans to buy lorillard, they got to figure which assets to divest. Theres no way that the u. S. Justice departments antitrust division will let this deal go through unless the combined company offloads some assets. Consider that altria, and we all know altria, right . Marlboro, controls a little over 50 of the domestic Tobacco Market while lorillard at 15 . If the regulators let the merger happen, the Cigarette Market will essentially be controlled by two gigantic companies, altria and Reynolds Lorillard combo. Of course, the market share will be somewhat less than that precisely because they need to sell some brands to get this deal passed antitrust. Weve heard from the Bloomberg News organization that imperial tobacco, another big british cigarette maker is lining up 7 billion to buy brands from the combined Reynolds Lorillard. I could imagine Reynolds American selling winston cool, giving up maverick, kent old gold. If imperial gets these brands in a for sale situation, thatd be positive for them. But it trades under the symbol tml over there. Plus, the fact that theyre interested in buying suggests that the Reynolds Lorillard transaction might have an easier time getting past the regulators. It is a complicated story. But in another way, its very simple. If the deal goes through, that would be a Huge Positive for all the companies in the tobacco industry. It would be a reason to not just buy lorillard, but altria and imperial. Why . Come on, you watch the show. Nothing bolsters an industry like consolidation. Weve seen this over and over again. The Domestic Airline stocks have been soaring for the last 18 months because they consolidated down to three Major Players controlling most of the industry. Or look at dram chips where micron has been on fire again for the last couple of years precisely because that business went from ten different players to just three. The beer business with constellation and molson. Goes on and on. When you have fewer competitors in a given industry, it almost always results in stronger pricing which leads to greater profitability. And i think tobacco will be no different. If anything, consolidation could matter even more here because at least within the united states, it would mean pretty much what i call a creation of a slap happy duopoly with altria controlling perhaps 90 , 90 of the market for cigarettes. Might realize 400 million in synergies from cost cuts, but the real moneymaker here is the increase in Pricing Power for the industry. Think about it. If the only two players in the tobacco business who matter are altria and reynolds, itll be incredibly easy for them to avoid competing on price without colluding. That said, a lot more clout with or some would say against the retailers. Now, the great thing about tobacco business is because its illegal for these companies to advertise on television, smokers tend to be very loyal to their favorite brands. Hard to win them over when theres no other advertising. In other words, theres just no real way for a competitor to come in and take serious market share from an altria or reynolds or lorillard. The bad thing, the size of your Customer Base is shrinking because fewer and fewer people smoke. Theyve wised up. But thats why this acquisition is so smart. You see, while may only be the Third Largest domestic Tobacco Company, its the number one maker of ecigs, electronic cigarett cigarettes. And while the market is small, its nevertheless growing at a breakneck pace. I think Electronic Cigarettes will be the future of smoking. They give the smokers nicotine they crave but in a vaporized form without all the smoke and tar that make oldfashioned cigarettes so unhealthy and disgusting. I know theres been controversy that these things how are they going to be regulated . But it seems obvious to me, at least, if youre going to smoke, use an Electronic Cigarette is the safer, saner way to do it. So the fact that lorillards blue brand, their cigs have nearly a 50 market share in u. S. Gas stations and Convenience Stores is a Huge Positive. And i think its a major reason why Reynolds American is so eager to snap this up. Sure, maybe its a gateway into smoking unfiltered camels, but id like to think of it as a gateway out of cancer sticks. While im working for the vice profit squad, im willing to bless all of the tobacco plays here because consolidation is good for everybody. I have to point out that lorillard has run up a lot. And although we dont know what reynolds will shell out for the company, i think its unlikely theyll pay more than 70 or 75 a share. That means your upside is somewhat capped here. At the same time, you get a bigger dividend from owning Reynolds American. So reynolds may be the smarter, safer way to play this deal after its done. Its going to go higher, i think. And if you simply want to enjoy the benefits of consolidation without the complications of an actual merger, theres nothing wrong with buying the big dog, altria, the best brand in a very Healthy Business and a very unhealthy product. After the break, ill try to make you more money. Coming up, ante up. Unlike gambling, investing doesnt have to be a roll of the dice. Tonight, cramers taking a look at the top players in the casino space to see which have been hitting the jackpot. The cadillac summer collection is here. During the cadillac summers best event, lease this all new 2014 cts for around 459 a month or purchase with 0 apr and make this the summer of style. In a we believe outshining the competition tomorrow quires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. [ girl ] my mom, she makes underwater fans that are powered by the moon. She can print amazing things, right from her computer. [ whirring ] [ train whistle blows ] she makes trains that are friends with trees. My mom works at ge. Welcome back to mad money vice. Never be confused with miami vice because im both better dressed and frankly, better looking than don johnson. Tonight, im all about teaching you how to profit from humanitys worst instincts. The sad truth is that vice makes for a much Better Business model than virtue. Later well get to my favorite vice, drinking. But for now, its time to fill out this unholy trinity of debauchery with gambling. I think theyre all par for the course when it comes to investing. Thats five of the seven deadly sins. I dont do sloth, its not my style. And as for lust, all i can say, cnbc is not cinemax. Vice has not been paying particularly well right now. As a matter of fact, this has been a loser vice. Las vegas stopped being the gambling capital of the world, its been replaced by macau, the chinese city thats the only municipality in the peoples republic of china where gambling is legal. We used to say it was the vegas of china. But really its like las vegas is the macau of the united states. And the macauoriented gaming stocks managed longterm gains of the last few years. Even though macaus been a fabulous multiyear story, in the last few months, its turned into a legitimate house of pain. Casino stocks getting about absolutely hammered. The group peaked in the beginning of march. And since then, the whole cohort has been slapped down. Las vegas sands has fallen from 88 down to 74. Hey, 14 decline. Wynn to 202, 18 loss, and melco, in both macau and manila fallen by 27 . Theres been a modest rebound, but not enough to make up for the earlier losses. Whats wrong here . Why have the stocks been beaten like a redheaded stepchild . You need to understand this is a legitimate selloff. This is not some market timing thing. The gambling business in macau has been experiencing a nasty slowdown. In june, the revenues declined by 4 yearoveryear. Thats the first market wide decline since 2009. Hey, thats a major deceleration from the 9 gain in may and the 21 growth macau is experiencing just a year ago. So whats the problem here . The truth is, there have been a bunch of problems. First of all, the chinese economy, its an issue. The peoples republic imposing tighter credit, thats been putting the brakes on the whole economy. Second and possibly even worse, the Chinese Governments been cracking down on vice and conspicuous consumption, especially by important or wealthy people and v. I. P. S meaning very rich people, have historically made up 65 to 70 of the Gaming Market in macau. So with the Chinese Government putting pressure on the wealthy to lead more avirtues you lives. Can you imagine . This is suddenly the handbook. Third, in may, the peoples republic decided to crack down on transit fuses that allow people to visit to macau. Now they can only visit for five days instead of seven. Now theres an indoor smoking ban going into effect in october. These have put a real dent in the casino stocks. But you know what, i think the expectations may have come down enough that it makes sense to get some exposure. When the gaming numbers came out at the beginning of month, i thought this is it, nobody was the least bit surprised. In fact, that day Las Vegas Sands and wynn rallied on the bad news. As people who might otherwise have used their Vacation Days in macau decided to go to brazil. The key here, though, is that i still believe in macau as a longterm growth story. Unless the chinese economy collapses, too many powerful people would get shot. Then, i think the gambling business will continue to grow. Plus, its difficult to get from Mainland China to macau, which is a small peninsula and a couple of islands, but there are new Infrastructure Projects designed to make travel easier. I think the gambling stocks are buy into this weakness. In the past, ive recommended wynn and Las Vegas Sands. Tonight, im reranking the group. My new favorite macau play is mgm. Mgm has less macau exposure than the others, getting 15 from the las vegas strip. But right now, that may be a positive as vegas is absolutely rebounding while macau could remain volatile for some time. Within macau, mgm has one casino, the mgm grand macau. But theyre opening a second in the strip in 2016. The key here is that mgms Macau Properties are geared toward mass visitors, meaning regular people, not the v. I. P. S. The mass numbers for june were actually pretty darn good. Its no wonder its only three points off its highs. Next up, if you want more of a pure play on macau, i say go with Las Vegas Sands. Used to call it macau sands, gets roughly half of the business from macau, nearly 40 from singapore. Las vegas sands may be the most defensive way to play macau because it has the least exposure to v. I. P. Gamblers. And in june, the mass Gaming Market in macau was up 27 yearoveryear. Still excellent. Plus, lvs had a Shareholder Meeting where management pointed out this company is a cash machine, one that supports a 2. 7 dividend yield and spent 1 billion buying back stock in the first four months of 2014. This stocks inexpensive. Trades at less than 17 times last years earnings estimates. Finally, i think you have to stay on the sidelines when it comes to wynn resorts. At least for now. Wynn gets half of the business from v. I. P. S. Plus, the companys under investigation by local authorities for a possibly shady land deal and a 21 times next years numbers, this stock is a lot more expensive than lvs. I think steve wynn is fabulous at his job, but there are better casino stocks to own right now. Heres the bottom line, gambling in macau is down, but its not out. If you want to play the macau casino stocks, your best bet right now might be mgm. Although, for those who want more macau exposure, i still like Las Vegas Sands very much. But wynn despite the excellent management caters to the wrong customers, at least for the moment. I would swap out of it and swap into either lvs or mgm. Lets go to jeff in virginia, please, jeff. Caller hi, jim, pleasure to finally get to talk to you. Ive watched you for more years than i can remember. Thank you for that. Thank you. Caller you made a recommendation on Spirit Airlines maybe as much as a year ago. I saw prices in the 20s, i liked it, did research and took a good position and im sitting on all of it and its still going up. I wanted to hear if you thought it had room to grow. I think it is still inexpensive. I like it and i like the airlines very much. People know who watch the show ive liked american the most, but i think i like spirit second and then delta, which is now down because of one particular month comes in third. Jim in colorado . Jim . Caller hi, jim, booyah. Yeah, ive owned disney shares for about 60 years, and i wanted to know, whats your opinion of it right now . Right at this very moment, i like it very much. And you know what, as i say to my colleague and partner on my Charitable Trust, stephanie link from actionalertplus. Com, i wish disney would come down so my trust can buy it. You own it, got to stick with it. Hey, you know what, im here to call a spade a spade. And im telling you that gambling in macau is down but it is not out. I think profits are in the cards for mgm. But if you want more macau exposure, go with lvs. Ive got plenty of vice still coming up, including a liquor player whose sales have increased 600,000 in the last few years, thats right, 600,000. And not all vices are good for your wallet. Ive got some speculative investing ahead. Plus, why not indulge in a little lightning round . Its all coming up, dont go anywhere. If you want to catch a glimpse of the future for a given industry, sometimes you have to go what we call off the tape and check out whats happening with the smaller, more nimble privately Held Companies that are often leading the way. Take the liquor business. Right now, theres enormous demand for tastier flavored versions of hard liquor that are basically kind of like prefabricated mixed drinks. Weve seen this in the brand extensions. But if you want to understand this trend, let me introduce you to agave local. The privately held company that makes rumchata a crea rumchata has exploded popularity thanks in part to agave local. The companys growing like a weed. And as of this past april, they sold their millionth case of rumchata. Lets take a closer look with tom moss. Tom is a 35year veteran of the spirits business who is the ceo of agave loco, as well as the founder and, yes, master blender of rumchata. Welcome to mad money. Thanks very much. Thanks for having me. Im running the bar and i hear people say, hey, you have rumchata and then patty says do you like rumchata. This all happens within a span of about maybe two weeks. How does this happen . How do you become part of the consciousness . Well, the first thing i have to ask is the salesman, do you have rumchata in your bar now . No, not yet. Its kind of new. Well, rumchata is a brand thats been out for would be five years in october. It was a brand i invented in my kitchen. I was retired and was looking for you retired from the liquor business. From jim beam after 18 years with them. And i was going to produce, i was bored and i was going to produce a liquor brand and sell it off to one of the big guys. My wife talked to me and said everybody that drinks this stuff loves it, you should keep it for ourselves. We did and its been that way ever since. We put our own factory up, we started with one person in a bedroom on a mac intosh computer going all the work. How many people work for agave loco . We have 20 people, we dont have any employees because we didnt have any infrastructure, we would hire people, ill get 50 of your time here and 80 of your time here, so i have 20 consultants from bookkeepers to sales to administrative help because weve gone from nothing, zero revenue five years ago, well do 75 million this year. 75 million . Yep. Holy cow. Wheres the advertisement for rumchata . We dont advertise. We actually just started to advertise some of the big people magazines. We do a lot of work on youtube, but social medias been phenomenal for us. Social media. Facebook. Facebook. What happens in facebook . How does it work . Crack the code for us. Well, from the start, my brothers very tech savvy and says get your brand on facebook. He said just go on there and figure it out. I put our page up. Okay, i was my first like on facebook. What i found out was as a 35year marketer was its my opportunity to talk directly to a consumer. And interact with that consumer about why do you like rumchata, whats this, whats that . And its been phenomenal for us. We dont have the most likes because we dont go out and solicit likes artificially. We get them organically. And every one of the people that have liked our page likes our brand and talks to us all the time. And to this day, i still read all the facebook posts because thats where we get our best ideas. For example okay. Serial shooters. We found out that people were mixing rumchata. Take rumchata and jack daniels honey whiskey and call it honey nut cheerios. And they were drinking out of regular shot glasses. We said, what if we create our own cereal bowls. Lets have some. One of the things i heard was rumchata and fire ball. Yes. Our brand was actually doing very, very well and then all of a sudden fireball and rumchata became the hottest idea. That wasnt your idea . Wasnt. The customers create the drink . The bartenders came back and said we think this is a phenomenal drink, they started to promote it. And the consumers loved it. So one of the things i find incredible is that you mentioned to me that you could have you were thinking of selling this brand after you came up with it. Yep. Yep. I had no intention of really by the way, it mixes so well with coffee, just put it 3 to 1, coffee to rumchata, stir it up a bit. And this is to your point about trends, jim. Yeah. Whats the hottest thing in mcdonalds and starbucks, everybody walks around with an iced coffee. I love it. This is going to be the best iced coffee youve had in your life. Bottoms up, my friend. Isnt that phenomenal . This is a total winner as you are and as you give hope to so many of our viewers that have an idea, they mix it up, they run with it and then they hit the home run like you have. Okay. Thats tom moss, hes the ceo of agave loco and he, of course, is the master blender of the drink that patty, my makeup person has introduced me to, rumchata. Mad moneys back after the break. If you have moderate to severe rheumatoid arthritis, like me, and youre talking to your rheumatologist about a biologic. This is humira. This is humira helping to relieve my pain. This is humira helping me lay the groundwork. This is humira helping to protect my joints from further damage. Doctors have been prescribing humira for ten years. Humira works by targeting and helping to block a specific source of inflammation that contributes to ra symptoms. Humira is proven to help relieve pain and stop further joint damage in many adults. Humira can lower your ability to fight infections, including tuberculosis. Serious, sometimes fatal events, such as infections, lymphoma, or other types of cancer, have happened. Blood, liver and nervous system problems, serious allergic reactions, and new or worsening Heart Failure have occurred. Before starting humira, your doctor should test you for tb. Ask your doctor if you live in or have been to a region where certain fungal infections are common. Tell your doctor if you have had tb, hepatitis b, are prone to infections, or have symptoms such as fever, fatigue, cough, or sores. You should not start humira if you have any kind of infection. Take the next step. Talk to your doctor. This is humira at work. water dripping and dont juspipes clanging ncisco. Visit tripadvisor san francisco. soothing sound of a shower with millions of reviews, tripadvisor makes any destination better. Thats keeping you from the healthcare you deserve. At humana, we believe if healthcare changes, if frustration and paperwork decrease. The gap begins to close. So lets simplify things. Lets close the gap between people and care. Congrats, cleveland. I never left and now, it is time it is time for the lightning round on cramers mad money. Rapidfire calls, you same the name of the stock, i tell you weath whether to buy or sell. Play until this sound and then the lightning round is over. Are you ready, skedaddy . Time for the lightning round on cramers mad money. Lets start with harry in georgia. Harry . Caller jim, booyah. Thanks to you and your staff for all of your research and your wisdom. Thank you very much. I am looking for a utility stock s. O. , the southern company. If you want a utility stock, and right now, i think were going to get an acceleration in the economy, so it would be if youre trading or making trim, it would be in the utility, but youve got to go southern, i like it very much. Good yield. Wanda in ohio. Wanda . Caller hello. How are you . Caller im great. Im a retiree and one of your original viewers. Ai. Yay. Caller i want to know what to do about my corps labs. It was a disappointing quarter. I cannot mince words. However, i think the stock has come down enough you can own it. Understand, they must do better on the next quarter, that was a shocker. I think they will. Lets go to by the way, if they dont, were going to have to revise, but i think two in a row, not so hot. Mark in new hampshire, mark . Caller hi, mr. Cramer, how are you, sir . Fine, thanks. How are you . Caller great. I wanted to ask you, ive been really following starbucks and really want to get into starbucks but looks like it might be a little too high, i dont know. Well, look, i mean obviously id like to recommend starbucks back in the low 70s early 60s, its now above again where it was when we went to seattle. I think you put a position on it, if the market brings it down, you buy the rest. I like starbucks. I need to go to shirley in texas. Shirley . Caller good evening, mr. Cramer. Hi, shirley. Caller my question is in regards to a Company Called gen, gy. Aerospace, terrific. Always surprises me this companys still independent. I like boeing very much for my Charitable Trust, its not been acting well. All of the stocks get taken up at the air show that starts this next week. Terry in new york, terry . Caller booyah to you, jim. Booyah, ter. Caller hi i watch your show nightly and i want to go to your restaurant some day. Oh, thank you were talking bar san miguel. I appreciate it. Thank you. Caller research on Cheniere Energy and id love to get your opinion on this stock. Im no longer a fan of lng as i am as Cheniere Energy partners, thats the way i would play it. And that, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by td ameritrade. Theres not a lot of good that comes out of how do you think i got hurt like this . Meanwhile, not true. See this morning, i was totally out of the action, both in preop and passed out under the knife. I had to work backwards to figure out what was going on. We were crushed thanks to the collapse of a bank id never heard of until the anesthesia wore off. Banco espirito is too big to fail. Nlgs you mean lisbon, ohio, a town which has the distinction of the northwestern most city the confederates raided during the civil war. The more you know. Heres the big question, can the biotechs keep roaring . How about regeneron . Its been one of the biggest winners in mad money history, you know that. Its a stock i recommended at, well, lets see, five, where would five be . Like here, maybe under i recommended it at five. Langley going to launch gilead to 100 to perhaps 102. This stock is rumchata infused. Jim, youre not going to believe this. My brother made up a song about rumchata. I need it. Boombata. Her brothers made up a song about rumchata, can we play it . Boombata rumchata. I told you to sharpen it up. I dont want any of that bad language. Drop a beat about rumchata if we can get fireball on the set, itd be monster, and oatmeal cookies because thats what it tastes like. We only mentioned it in the week that was. 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. F provokes lust. It elicits pride. Incites envy. And unleashes wrath. Temptation comes in many heartpounding forms. But only one letter. F. The performance marque from lexus. Listen up, not everyone can take the pain of speculating. The house of pain. And if you can handle the pain, please dont do it anymore. I know some of you may not appreciate my tough love here, but so many people call in or tweet me to ask me about some risky biotech or onehit wonder retailer or a tech stock with just a single product just a handful of customers that i think its time to face some facts here. When you speculate, youre going lose some money, even if you do it wisely because its simply the nature of the beast. If you speculate well, then ultimately the gains should outweigh the losses. But therell always be losses, and sometimes they can be downright hideous. Again, the nature of the beast. Perhaps most important, not only do you need to take the pain, you also need to take responsibility for your own actions because speculation always involves trading and rarely involves investing regardless of your stated intentions, and i cant be there every minute to help you trade. Consider a speculative stock ive been recommending, banco, santaander, terrific worldwide assets, i recommended it all the way up. I still like santander, it holds a gigantic amount of sovereign bonds. I told you to take that enormous dividend in the form of stock rather than cash which has allowed you to get an even bigger return. Then yesterday, some joker on twitter comes in with guns blazing accusing me of running people into the ground with santander after a Portuguese Bank was revealed to be on shaky ground. Come on. If a move from 6 to 10s running people into the ground, call me a pile driver. More important, though, i think you are speculating if youre speculating, if you are, you need to show some responsibility on your end. I was under the knife with hand surgery when the bank news broke yesterday. I couldnt advise you anyway, if the news scares you, feel free to sell. No ones stopping you. Dont wait for me to bless it. Its a spec for heaven sake. How about returning to our vice theme for a second. A little tough talk about g. W. Pharmaceuticals. I liked this stock as a play on the medical applications as the chemicals in marijuana not as a Recreational Use play, treating multiple sclerosis, epilepsy and autism. Its a wild trader. Ive been recommending g. W. Pharma for months, since it was trading at 71, and i heard that patients were clambering for the product. Plus, since growing marijuana for commercial use in this country is a class one felony, American Drug companies simply cant do the work that the britishbased g. W. Pharma can do. The stock shot up quick 40 points after i recommended it in may. Only to turn around and give up 20 in the last couple of weeks. Now, i am not good enough to tell you right when to sell this kind of stock. And right when to get back in. Yeah, i didnt call the top. If it is the top. I need to be on air all day to give you that level of advice. And i was on vacation when g. W. Had the big move. Again, you shouldnt have been afraid to take some profits and accept the risk that might go back down. That said, i still like g. W. Pharma here. The storys unchangeable. Why shouldnt i . Stop trying to get me to pump some penny stock of nonsense stock instead of g. W. Pharma which is legitimate jimcramer on twitter. I dont do that kind of thing, i never have, i never will. Stop it already. When you buy a speculative stock with limited to no revenues let alone earnings, you have to recognize that stock can go to zero, at least stops there. Thats why a spec should never be more than 10 of your portfolio if you keep it that way. If youre doing more than that, i think therell be too much pain if things go wrong. These are not blue chips, people. Theyre meant to make quick money. And if the story changes, you must run, not walk and cut your losses. Most of all, though, remember you cant rely on someone else to make your decisions for you. You can and should decide when to take profits and losses. You dont need me to hold your hand. Particularly when it looks like this one. Stick with cramer. During the cadillac summers best event, lease this 2014 ats for around 299 a month and make this the summer of style. Thats why i always choose the fastest intern. R slow. The fastest printer. The fastest lunch. Turkey club. The fastest pencil sharpener. The fastest elevator. The fastest speed dial. The Fastest Office plant. So why wouldnt i choose the fastest wifi . I would. Switch to comcast Business Internet and get the fastest wifi included. Comcast business. Built for business. Really. So our business can be on at ts network for 175 dollars a month . Yup. All five of you for 175. Our clients need a lot of attention. Theres unlimited talk and text. Were working deals all day. You get 10 gigabytes of data to share. What about expansion potential . Add a line anytime for 15 bucks a month. Low dues. Great terms. Lets close. Introducing at t mobile share value plans. With our bestever pricing for business. Vice a virtue, at least for your portfolio. Id like to say theres always a bull market somewhere, and i promise to try to find it for yo tonight, on the profit, key west key lime pie company, a pie Company Nationally recognized for their awardwinning desserts, run by a temperamental owner. Who micromanages his selfless employees. I call bull[bleep] to that. Is there anybody that does anything competent down in the florida keys . With resources stretched thin at multiple locations. You want me to order it even though there may or may not be enough money to pay for it . Dont worry about that. U. S. Key lime pie company has failed to make a profit on 1. 4 million in sales. If i cant get this owner to focus on his core business of pies. If we dont make, we dont sell itend of discussion. This business will crumble. I really dont want to filmed during this. I really dont. My name is marcus lemonis, and i fix failing businesses