Something. I want you to remember today where dow gained 62 points. Nasdaq advanced 4. 1 . This was a day where a number of good things that shouldnt have happened happened. Consider the curiously outstanding case of omnivision. Hallelujah. They make the best cameras, image sensors for your cell phones with superior technology. Your pictures come out great, fabulous even because of omnivision. But cool doesnt cut knit a cool, steely stock market. Thats why i have been gun shy of recommending it to you. While omnivision, the company, may have the best tech in the world. Omnivision, the stock, thats another company. The Great American squeak itchy and pharaohs fury wrapped up in one bungee security of a cord. It has a long history of gut wrenchingly volatile swings, huge multimonth declines. 24 in june of last year. Down to 12 five months later. Can you maam the thrashing i would take if i had told you to the buy this the stock when it was riding high . Who can handle that kind of sink or swim in a company . Well, in this lovable, slap happy market, the answer is anyone. This morning omnivision caught a bid from someone i had never heard of. Acm. For 29 a share. Hallelujah. Causing the stock to rocket 15 . A magnificent gain that wasnt supposed to happen. Now, listen, i have pheuf eye on only myvision since it crushed the estimates. It had gotten a real leap frog ahead of other cameras. Ill admit theres so much competition in this space. But i fear that i would be snake bit. Boo. All i could think about is what a clown i would look like. And im not talking about the kind of clown that wears a hair nate and cleaves meats or one of those jokers that can help the cause. Turns out the joke is on me. It gets a premium bid. This isnt a cool, steelyeyed market. Its a lovy, dovey marsh mallow puff of a tape. It is supposed to be money. Its supposed to be business. In this market it happens all the time. To paraphrase the late great baseball player lou gehrig who is on my mind because i took the a. L. S. Challenge, this is the best on earth. It is a hallmark of this particular bull market. Moo. Consider the stock of truila being bought by zillow. The ceo challenged me to take the ice bucket challenge and the guys at linkedin and twitter. I thought he was going to go down. I was going to go down there and give it the business myself. Why not take this thing back to the canvas . Why . I figured zillow would have a tphaonye lated them. Instead, zillow bought trulia. 65. I adored open table because it of the way to book reservations. I always hoped one day my small plate restaurant in brooklyn would be big enough that i might be a client. But i was afraid to tell you about its stock. I had them on a couple of times. I liked the concept. It was like, hey, do your homework. If you want to speculate you might want to do that stuff. I do that stuff. The earnings were too up and down. Too much to smear huevos rancheros on my face. Single session. Or take family dollar. Please. Everybody knew you go to dollar tree the. My absolute favorite place to get cancelledy and get those sunglasses that look like raybans that are called may bans. A couple of bucks of gasoline to a too cool for School Dollar tree. It missed quarters over and over. The diceyest retailer to own in a hard group anyway. The worst is gone. Earlier this week the company that some was hounding, Energy Partners got scarfed off by rich kinder myself. They were using a 40 price target for the 80 stock. Oops. Its down 84. Not going down any time soon. Finally, theres monster beverage. I took a lot of heat a month ago when i recommend ld you bought monster because i thought cocacola was interested in acquiring it. They paid 2. 51 billion for a 6. 6 stake in the company, sending it soaring in after market trading. Kidding. In bad markets they get pushed down by sellers, they have accounting scandals, you lose boat loads and never get bailed out. Mazing market. Risks are rewarded. Think about whats happened. We have disease causing havoc in some of the most Important Oil markets in the world. Nigeria, libya. You instantly saw a huge spike in oil prices. Right now oil is having one of the worst runs i can recall. Today plunging to 2. 95. This has 90 written all over it. They send up oil and send business down. Some say it is but not in this hugs and kisses smiley faced market. So right when it should be going through the roof, gasoline is plummeting. Walmart is down. Its like this pretty much every day around here. When something good happens that wasnt supposed to. The small biotechs that are prudent fed chief tells us not no speculate in do better in just about every other stock out there for weeks and weeks at a time. The food stocks report bad quarter to bad quarter yet dividends support them. And they bounce, they bounce after every bad number. If i own omnivision, let me tell you something. I would probably sell tomorrow. It didnt sound that serious when i dug into it. I could have owned noodles or red robin, both of which got walloped on bad earnings. You can think sprint and tmobile merge. Fox walked away from its takeover bid for time warner. Bottom line is bull markets like in one, you just get lucky. As we all know, or i hope i have taught you, when it comes to stocks, its better to be lucky than good. Lets go to kevin in california, please. Kevin . Caller booyah, jim from san jose. Good, 49ers i enjoy watching your show every day. I want to thank you for all your investment tips. Im finally honored to ask you a question. Sure. Caller so pretty much im interested in investing in the Amusement Park sector, especially six flags. I noticed that it took a clung last month. But now it is up to date. So i just wanted to know what you think about that . I like six flags. I prefer cedar fair. Both are better than seaworld. Seaworld is under sea. Fun didnt have that good a quarter. But it has a 5. 6 yield, great track record. We really trust him. Joe from wyoming. Caller this is joe from wyoming. We dont get many wyoming callers. Whats up, joe . Caller would you please speak to ford motor company. It feels to be on. I have asked him. Issued that challenge that he come on. I think the stock right now is a tad stalled. Why is that . Geopolitical worries. Ukraine russia, a break in china, a couple weeks in sales in u. S. , ford goes to 18, 19 level. Stay on it. Lets go to ken in new york. Ken . Caller a big booyah from queens, new york city to you, cramer. Queens . Thats where jack lew is from and david faber is from. Were queens all over the place. Reporter achn pharmaceuticals. Should i exercise and take more stock or should i sell what i have . No one ever got hurt taking a profit but theres something going on. You cant say theres something going on. I dont know. But theres been so much takeover activity in this particular segment, im not going to go against that. Take a little profit. Its up 50 . Yeah. And then let the rest run. Today is a day where good things just shouldnt have happened. They shouldnt. But they d. Thats okay. In a bull market sometimes it is better to be lucky than good. Mad money tonight, can we get out of the he had and starting chipping green . Im unwrapping u. P. S. And see if we can get back to profits and taco bell to chipotle . One of the most kayen themes on wall street. Spicy stocks, mild to hot. Plus, the ceos of twitter, linked in called me out for. A. L. S. Ice challenge. Stick on cramer. Follow jimcramer. Have a question . Tweet me madtweets. Email him at cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to mad money. Cnbc. Com. Ma. I take prilosec otc each morning for my frequent heartburn. Because it gives me zero heartburn. Annc prilosec otc the number one doctor recommend frequent heartburn medicine for nine straight years. One pill each morning 24 hours zero heartburn. So ally bank really has no hidden fethats right. Accounts . Its just that im worried about you know hidden things. Ok, whys that . No hidden fees, from the bank where no branches equals great rates. Female narrator the mattress price wars are on the mattress price wars are on at sleep train. We challenged the manufacturers to offer even lower prices. Now its posturepedic versus beautyrest with big savings of up to 400 off. Serta icomfort and tempurpedic go headtohead with three years interestfree financing. Plus, free sameday delivery, setup, and removal of your old set. When brands compete, you save. Mattress price wars are on now at sleep train. Your ticket to a better nights sleep now that earnings season is largely in the. Rich its time to go bargain hu hunting. Buy, buy, buy. To search stocks that got slammed and see if any of them are worth buying. I like to look for high quality merchandise thats been put on sale. Especially if they overreacted and judged the results way too harshly. Tonight i think its time to circle back to a total household name, one that everyone knows. United parcel. U. P. S. A Global Shipping titan. At 96 and change is nearly 10 points off its highs even though the market is hovering right around the highs courtesy of the nasty selling that hit the stock in the wake of the last quarter. Why United Parcel . I think this is a company with a terrific longterm story thats been excessively punished because of fears of a ukrainerelated economic slowdown and an election of this management to spend, spend, and spend on plant and equipment when investors want mizer managements that reward shareholders with huge dividends and buybacks. U. P. S. Reported at the end of july and the company lowered its full year earnings guidance. You can see why people aggressively sold the stock. Heres the thing. If you had taken a second and dug a little deeper and looked at the reasons why u. P. S. Slashed its forecast, i have to tell you, they were far from negative. Some of them were outright positive. This is why you should never, ever simply trade off the headline numbers. Do a little more work and you could discover what im about to tell you. In part, the company cut its earnings forecast because of earnings more business and growing its business. In part because the company is forecasting higher costs associated with stronger, stronger than expected you heard me right. They believe demand will be stronger than expected. When a shipping company has to deal with an increase in demand, it will have to spend a fortune on overtime like it did last season. That is probably than the best you can get. Especially when the stock has been knocked down by weaker demand. Thats among the many reasons u. P. S. Is a buy. We have been buying them with a Charitable Trust when you can follow along. And courtesy of getting soaked to raise awareness about the horrible disease that is a. L. S. What about the investments eating u. P. S. s profitability . Again, sorry. Im turning this negative into a positive. The fact that management felt it was prudent to make these investments to improve Customer Service tells me that management is confident in their business. How many managers are confident these days . They believe recent positive trends will be sustainable. I wish sisco said that last night or they wouldnt have spent this money. U. P. S. Is selling at less than 17 times next years earnings. It sells below the average s p stock and supports a solid 2. 8 dividend yield. I think u. P. S. Is darn cheap at these levels. Especially since historically they sold an average mutt pell of 22 times earnings. Hey, slap that multiple in next years earnings estimates, guess what, 126 stock. Ill take that 30 bucks any take of the week. Make no mistake. U. P. S. s business is strong. The package revenue increased 5 . Roughly what i was i looking for. Total value up 7 . High single digits. In fact, management noted businesstoshipments were larger than several years. More and more consumers increasingly spend their money online. They pretty much have a duopoly. Not taking too much from the hobbled postal service. We hear amazon is gunning for u. P. S. But in the end, amazon, as powerful as they are, is stuck with big brand whether they like it or not. Amazon has too much business than to ship any other way. Listen, if youre worried about an economic slowdown caused by the geopolitical madness, then u. P. S. , not fedex, is the one to use. They have less overseas exposure, with the u. S. Accounting for 62 of its revenues. Revenues up to 6 . Acceleration from 5 growth in the first quarter. And volumes up 6. 6 led by strong exports out of europe and asia. Up 9 . Much stronger than most companies i deal with in that part of the world. At the end of the day, whenever a wellrunning iconic business like u. P. S. Has a hideous selloff like the 6. 6 decline in this one, since it reported you have to remember youre dealing with the highest Quality Companies in the world. When it pulls back, thats not a sign that you should panic. Youre getting a terrific sale on a great piece of merchandise. United parcel is the largest delivery company, superior distribution model, superior technology, and superior returns, and interior state of mind. Mason storm in hard to kill. Last year United Parcel had service mishaps during the holidays. Thats the peak shipping season. Because the company was swamp by excessive unanticipated demand. I remember that. I was on the squawk on the street. It was like ugh they are positioning their network to handle the additional volume. I think youre definitely in the right term. Fourth quarter is the money quarter for u. P. S. I dont think they will screw it up. They are having an Analyst Meeting in november. I expect the stock to go up. A huge cost for u. P. S. , going down tphaoernearly every day. Even though they try to recoup it with a surcharge. If you wait too long, yes, i do fear it will get away. Heres the bottom line. When the stock of a best of breed company, and you know how much we love best of Breed Companies here on mad money, gets eviscerated, you have to circle back when the smoke clears and do some dig to go see if the selloff is really deserved. The truth is United Parcel got slammed for cutting its full year earnings forecast. But the problems this Company Faces are the highest quality. Like too much demand. And the reduced numbers are now beatable. These levels are cheap. Im telling you United Parcel is as close to a backup the brown term the longterm buy i can find right now in this no longer very cheap and ultra hot stock market. Bobby in florida. Bobby . Caller mr. Cramer, booyah, sir. Yes, sir. With whats up . Caller just concerned about behr stocks. You talked about no, no, no. Watch the last two days. A couple dollar uptick. I said they would pause. Because i do believe after mh17 and after some International Issues and with the idea that perhaps there could she a bit of a worldwide problem, you have to be careful. Gas has fallen dramatically. Thats good. People are putting these worries in the rearview mirror. I think youre fine. Am i pounding the table at a. L. L. . No. Im pausing. The smoke has cleared. At these levels of stock, its cheap. Its got the goods. Still more mad money ahead. Forget mcdonalds and burger king, wall streets appetite shifted south of the border. And ill reveal the stock that will be on almost everyones short list. Yeah. Plus, i accepted the a. L. S. Ice bucket challenge. Mainly downtown honors. Find out who im challenging. You might know them. Stay with cramer. This was a terrible, no good day for the restaurant stocks. Last night, noodles and Company Reported a hideous number and the stock proceeded to lose 16 of its value in a single session today. And that wasnt even the worst performer. Red robin gourmet burgers disappointing this morning, causing stock to plummet 18. 5 . But i think we have to be very careful drawing sweeping conclusions about this entire industry. In fact, theres one particular area that seems to be thriving here, lass in american food, especially, but not limited to, the mexican variety. Im not only talking about kh chipotle. El pollo loco. We are seeing a growing demand for Latin American Food. Perhaps it is seen healthier than traditional american fast food. You dont just want to own a stock in a company thats muy caliente. You want to own the ones with the best prospects. Tonight we are going south of the border focusing on chipotle, jack in the box, el pollo loco. So which is the best latin american chain . Honestly, this isnt even a contest. We all know the strongest player is chipotle. Just when you thought they couldnt rally anymore than it has, the expectations got so high no way management could blow them out of the water, they go and deliver the best quarter in years. A truly spectacular figure. 17. 3 . I mean, thats unprecedented. 17. 3 . For a chain with 1,700 stores and 4 billion in annual sales. It is the real bread winner in this base. Not only the best latin american restaurant. Its the best restaurant, period. That said, heres the issue. If you dont already own it, i still think you can wait for a pullback to pull the trigger. Because you dont want to chase even the best companies. This stock tends down when the as many 500 goes down. After that, who gets second place in the arena of Latin American Food . I think the second best is cadoba. It is number two by side. It is viewed as the poor mans chipotle. No one looks good when comparing them to chipotle. Even though i do love to build the big, fat veggie burrito. Qdoba has been doing pretty darned well. 7. 5 same sales. That was eye popping a week ago. And the 7 gain the previous quarter. I remember when it was trading 1 to 2 max. That is the reason why jack surged 11 last thursday. It is proof that managements efforts to reinvigorate the restaurant is paying off. They are even revamping the restaurant design. They plan to open 60 new locations in the next fiscal year, robust growth for a chain with 600 stores. You cant just own qdoba. It is owned by jack in the box. What do we know about jack . It is a strong stock. Management has a ton of confidence in the underlying business. What makes me say that . Jack in the box has a huge accelerated Buyback Program that has gobbled up nearly 15 of the share count in just the last threequarters. And with the purchase authorization, it could bring the figure up to 20 . It trains 21. 5 times next years earnings. It is not super expensive. I like it. My number three latin america food pick is fiesta restaurant. After talking to the ceo on the set last week, i think it has more room to run. The thing about fiesta it is not one, but two concepts. And they are different. 150 chains in florida. The second has 175 locations. Pollo tropical is ex paneleding at a rapid count. The store count increasing by 17 . It is hitched to the taco restaurant. A healthy 6. 7 same sales growth. It never looks better than i thought it would do. But a stock down 6 for the year . I like it. Pow about this pollo loco. They can only grow to 2,300 locations, which would be pretty impressive. It is offering a Higher Quality healthy alternative to fast food and has been able to deliver in the mid to high single digits. Up 7. 2 . Nice string of quarters they are having. However, the stock has traveled a Long Distance in a short period of time. I think we have to see if el pollo locos management can deliver on their promise of growth. Lets wait to see after their first quarter. Noodles and red robin, man, you cant be too sure. Heres the bottom line. The restaurants may be here. But Latin American Food is on fair. My favorite is chipotle. I know this is the food of the future. Now, if only i owned 1,700 restaurants like chipotle instead of 17 tables in a brooklyn hole in the wall. Curtis in north carolina. Curtis . Caller hey, jim, thanks for taking my call. North carolina booyah to you. Good to have you on the show. Whats happening . Caller absolutely love the show, man. Listen, im calling about farmers market. Im calling because im concerned about the huge selloff. Should we pay out or hold on for the ride . Whats your take . I think this is a stock in a very challenged group. I made that clear to people that i think that right now until whole foods gets its footing i dont want to be recommending stocks in this segment. Jose in florida. Jose . Caller hey, jim. I wanted to thank you for everything and do a shout out booyah. Theyre in elementary school. Hey, guys. How are you doing . Caller good. Gnc has been up 8 . With the buybacks, ceo and speculation on potential consolidation, would you now recommend this stock . Look, i still think vsi did better. Vitamin shoppe is better. I read that report. I like vsi. It would not shock me if those two Companies Got together one bit. Restaurants serving up south of the border cuisines are en fuego. Chipotle, jack in the box, fiesta group. I got soaked today for the a. L. S. Ice bucket challenge. Who am i challenging now. And i have a stock on every Money Managers short list. Ill reveal it next. Stick with cramer. Tomorrow, the ultimate tech crowd contest. A pair of 3d products. Which one would you fund . See who wins. Unlike the most valuable hour of tech. Squawk alley 11 00 eastern on cnbc. Im 16 and just got my first car feeling. Cnbc. Redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac with no limits. So every time you use it, youre not just shopping for goods. Youre shopping for something great. Learn more at buypowercard. Com your studied day and night for her drivers test. Secretly inside, you hoped she wouldnt pass. The thought of your baby girl driving around all by herself was. You just werent ready. But she did pass. cause shes your baby girl. And now youre proud. A bundle of nerves proud. But proud. Get a discount when you add a newlylicensed teen to your Liberty Mutual insurance policy. Call to learn about our whole range of life event discounts. Newlywed discount. New College Graduate and retiree discounts. You could even get a discount when you add a car. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. You call them core holdings. They are positions that stay on your sheets wall street speak for we arent going to trade this one. We are just going to own it. It is the equivalent of franchising a player in football. You leave them alone no matter what. You dont trade. You dont blowout. You keep it. If it goes down below your cost where you buy it, you buy more. Why . Because you are that confident in its future. Welcome Kinder Morgan inc. Kmi. I believe they will be short listed by every single growth and value money manager out there. I bet this way. The ceo set it up exactly like that. Kinder is a genius. He created so much weight for so many for so many years. He now has come up with a different security that embraces with what this market wants most. It wants growth with income. He knows it. It is not just the oil business. So few companies are able to generate both. When they do, theyre totally coveted. Kinder morgan, it will be coveted. I waited until today. I wanted to be sure the flippers and the ringers and all that selling pressure that you get. Sell, sell, sell, sell, sell. I wanted to finally see it lift. Okay. Thats what happens when you issues of million new shares by the kinder founder entities. I now think the that as of today with the stock going higher that, its happened. Im willing to take the risk that it is time to take a position if you dont already own it. Lets start with the security itself. Beginning next year Kinder Morgan will be paying out a 2 per share dividend. Given that it trades below 40 , you are getting a 5 yield, well in excess of 30year treasuries. As rich told me on monday, it will be one of only 10 companies in the s p 500 with 75 billion in capitalization and a Dividend Growth rate greater than 5 . He is to grow it 10 a year. He wants a clean balance sheet. Who are the other companies that fit that criteria . General electric, chevron, philip morris, sisco, mcdonalds, al tri on. The current price is higher than all of those, the 2. Higher than all of those. With only the two Tobacco Companies coming with 4. 5 yields. They will take a pass on those two and i bet they go with kmi. At 39. 88 has better stats than any of the others. Institutions do love size. You want to know what is known you want to have what is known as a big waiting in oil . The new kinder shockingly is the third largeest company after exxon and chevron. Getting in and out wont be a problem for the largest fund in the world. Growing 10 is a rate higher than the other companies. The revolution that he was wise to before just about everyone else in the world and taught me about. The three dimensionsal speed chess. First he knows that the big oil and natural gas finds are in places where they cant be taken advantage of. Kinder has the Largest Network in the country. It isnt nearly big enough. And has much to build and buy for many years to come. Each time he does so he will make more money for shareholders and pay ever higher dividends. Thats how he has the 10 goose thing. Not only that, kinder has the right assets in the right places. He has co2 that headsup pipelines to rejuvenate old oil fields that was considered hard to get and too expensive to reach. He has terminals that can split oil and gas into condensate that can be sent overseas despite a ban on exporting regular crude oil. He has pipelines that can bring it to where shareef suki can use it. He can ship food to west coast ports to be sent overseas. Thats a natural. The canadians have given up on president obama ever allowing the Keystone Pipeline to be built. He goes where there is currently no pipe. And jones act oil tankers can be used to Ship Crude Oil from the gulf to where it can be refined in the u. S. Without special tax problems. He has every base covered and he can build more infrastructure than any company in the country. So it was time to do this deal. I think as long as you can get this company around 40 below, youll be fine. By all means, take kmi stock if you own any of the acquired stakes. Heres the bottom line, Portfolio Managers love to find positions they can add to and buy more of when they get down. Kinder morgan is for them and it is now for you too. Mad money is back after the break. Are you sure we should take this billboard down . People find out state farm does car loans as well as they do insurance, our bank is through. Good point. Grab an edge. Look theres two guys on the state farm borrow Better Banking sign. Nope for real theres two dudes on the state farm borrow Better Banking sign. [ reporter ] breaking news from the state farm borrow Better Banking sign. Were seeing two men that have climbed the borrow Better Banking sign gentlemen please get down from the state farm borrow Better Banking sign. Phil get the hose. Okay hes getting the hose. Alright, lets go. [ male announcer ] talk to a state farm agent about car loans that can save you hundreds. Thats borrowing better. Over 20 million kids everyday in oulack access to healthy food. For the first time American Kids are slated to live a shorter life span than their parents. Its a problem that we can turn around and change. Revolution foods is a company we started to provide access to healthy, affordable, kidinspired, chefcrafted food. We looked at what are the aspects of food that will help set up kids for success . Making sure foods are made with high Quality Ingredients and prepared fresh everyday. Our collaboration with citi has helped us really accelerate the expansion of our business in terms of how many communities we can serve. Working with citi has also helped to fuel our innovation process and the speed at which we can bring new products into the grocery stores. We are employing 1,000 people across 27 urban areas and today, serve over 1 million meals a week. Until every kid has built those lifelong eating habits, well keep working. Last night i was challenged by zillow ceo spencer, along with the ceo of linked in, to take part in the a. L. S. Ice bucket challenge. Next thing i know dick coslo was in on the action. If youre not familiar, where have you been . It has taken social media by storm. It has raised money to fight lou gehrigs disease on every front. I answered the challenge earlier to join the fight. Are you ready . Steady. Go how are you feeling, sir . Good. Congratulations. Those hold up over anything. I am doing this. I am challenging the highest profile smartest and best people i know. You, cramerica. Go to alsa. Org and help me do whatever you can to battle this disease. It is time for lightning round. Rapid fire. Sell, sell, sell. And then the lightning round is over. Are you ready . Ready for the lightning round . Jill in pennsylvania. Jill . Caller booyah, jim. Booyah, jill. Caller i need your help. Oil stocks. Seems like im losing a dollar a minute. Youre going to get hit again. Warren buffett has cut his stake. Mostly natural gas. I think it goes to 4 . And then you buy more. Do not sell the stock. Skip in georgia. Skip . Caller jim, a great big booyah to you from cumming, georgia. Im really good because i took the challenge. Caller im interested in ddr. Its a decent real estate investment. You should be in a company that sounds like a steak house. Washington prime, wpg, run by mark morgan, 5 . Does the same thing but i think better. Lets go to pat in alaska. Pat . Caller hi. Hey, pat. Caller yeah. Whats up . Caller i was wondering what you can tell me about chub. I think it is a good insurer. Ive used them myself. If im going to recommend insurance, i go with aig. Now joe in texas. Joe . Caller booyah, jim. You want to first thank you for taking my call and for supporting the veterans out here. Thank you. Caller southwest. Not unlike conoco. Natural gas company largely. This time doesnt have the yield support. I suspect it will go to 35, 36 before i pull the the trigger. Paul in maryland. Paul . Caller hey, top of the afternoon to you, jim. And a booyah from the slums of southern cramer. How are you doing is. I dont know that area that well. Whats up . Caller listen, a few years ago i was going to buy at 12 , emc. I let it go up to 25 and change. Ive been holding it for a couple years. It was stagnant for a while. Now its moving. It up a point or two. But thats it. That, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Turn your pictures into stock advice. The next time something connected to a company you follow camps your eye, take a photo and tweet jimcramer with the hashtag stock picks. He will give his take on the bigger picture. Its cramers stock photography. [ tires screech ] chewleys finds itself in a sticky situation today after recalling its new gum. [ male announcer ] stick it to the market before you get stuck. Get the most extensive charting wherever you are with the mobile trader app from td ameritrade. Wherever you are with the mobile trader app your studied day and night for her drivers test. Secretly inside, you hoped she wouldnt pass. The thought of your baby girl driving around all by herself was. You just werent ready. But she did pass. cause shes your baby girl. And now youre proud. A bundle of nerves proud. But proud. Get a discount when you add a newlylicensed teen to your Liberty Mutual insurance policy. Call to learn about our whole range of life event discounts. Newlywed discount. New College Graduate and retiree discounts. You could even get a discount when you add a car. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. Sometimes sentiment isnt enough to make you turn. Sometimes just betting that everyone else is too negative isnt enough. Boo. Something positive actually has to happen too occasionally. We saw this come into play twice yesterday. First with king digital, the gaming company. And then with ad company deere. I was struck by uniformity of thought. The sentiment to king got too much. It reported it and the numbers for the maker of candy crush were simply awful. And the outlook even worse. Sell, sell, sell, sell, sell. The thing is down 40 from where it became public. Sentiment doesnt help when it relies on one franchise. It is getting long in the tooth. Zynga brought you farmville. How many times could you say this selling is way overdone. And king digital in a single session yesterday was down was down today. The same thing happened with deere. Only a handful were bullish into the quarter. There was an underlying sentiment this stock down 7 year to date had lagged so far behind the market. How bad could it be . As someone who just interviewed the ceo of deere, i knew it would be really bad. And it was. It is competing with addco. They are not losing any share. I know deere longer term is a solid company. Theres a level where the stock might be a buy. Maybe even soon now that it has absolutely been hammered after the quarter. I do know you can occasionally catch bottoms in stock but that doesnt happen until every single element of hope that be ex extinguished. Im watching ensco. We did our gulf of mexico show from there not long ago. Im watching it sink before my eyes. It has been hold or reduced five times the last 10 days. Of the 18 major firms that follow it, only one has a buy rating while there are a half dozen sells. It is the acknowledged best of the three major oil companies, including transocean and seadrill. Nevertheless, i have to tell you something, im actually worried. You know what makes me so nervous why im fretting other than the fact that it seems to the slip by nickels and dimes, including today where it fell 22 cents . Im worried about jpmorgan. Why . That firm has the one lone analyst to recommend in the stock. I keep thinking to myself, im not safe in ensco. It wont find the bottom until the darn jpmorgan sur renders and takes it off its buy list. Sell, sell, sell. As long as they keep holding out hope, ensco can keep falling. Capitulate already. Make me a downgrade, please what makes me confident that they could be okay, first, its really only going down for one reason. A fear of new ships online. We have a lull in drilling for both the u. S. And mexico and we have seen a stunning lack of drilling out of brazil. That could change with the new election in brazil and the new regime in mexico. Just yesterday mexico made it clear that 2015 will allow for dramatic expansion in international drilling. That should hugely hasten big offshore oil rig use because their areas are vast and havent been drilled in ages. Finally, i can see like everyone else, the price of oil is dropping. It will find itself at 90 bucks. It is still a lower price. Although i have to acknowledge i am playing sentiment with ensco. At least with the stock 6. 2 yield, im being paid to wait for a term other than the unfortunates waiting for a bottom in king digital. And that makes a very big difference. Stick with cramer. Where the reward was that what if tnew car smelledit card and the freedom of the open road . A card that gave you that im 16 and just got my first car feeling. Presenting the buypower card from capital one. Redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac with no limits. So every time you use it, youre not just shopping for goods. Youre shopping for something great. Learn more at buypowercard. Com 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. Once again it was fun to match mandy dump the the water on me. It was chilly. We raised awareness for a. L. S. Now its time to do more. Awareness is here. Now we have to give money, cramerica. I challenge you to give money to the organization or, not just the water. I promised just for you on mad money. Im jim cramer, and i will see im jim cramer, and i will see you tomorrow. Narrator in this episode of american greed. Husband, father. I was just a good person trying to provide for my kids, trying to do the right thing. Narrator . Bank robber. I passed out on the kitchen floor. I said, you have the wrong man. Not my husband. Narrator its a second career far away from the manhattan trading pits where he once made hundreds of thousands of dollars. He was a commodities broker doing bank robberies. Just didnt fit. Narrator now his life, and the lives of those who know and love him, change forever. My pride and my ego just destroyed me, literally, from in