Get smoked thats the lesson in todays market where the dow rallied 150 points. S p broke out of the down trend gaining. 87 . And the nasdaq jumped 1. 03 . As we saw real glimmers of hope that the market might be getting over the post alibaba hangover. We usually get this kind of snap back action when sellers have been relentless in their unloading. And one day it turns out that theyve finished selling. And the endless stock supply theyve been providing and knocking the market down with just dries up overnight. Thats what happened. Remember, i talked about the lockin factor last night. Meaning when hedge funds lock in their gains sell, sell, sell. Near the end of the year because theyre beating the market. One of the big secrets of the Money Management business is the notion of secrecy itself. Meaning the need you have as a broker to keep your clients orders secret. Typically, People Like Us when were watching the tape underneath your picture, we dont know when someone, some large institutions done selling. You only see it in the drying up of offerings. Meaning the sellers who have laid on the market with the merchandise have completed their methodical dumping. And suddenly, theres no merchandise left to buy. That defined todays trading. We often take our cue from the direction of stocks themselves. Sell, sell, sell we get a selffulfilling gloom around here simply because stocks keep going down. Those who took action on that negativity yesterday, i urge you not to. But those who did, in other words, those who just got fed up and couldnt take the pain any longer. The house of pain. They didnt have much of a chance to react the end of liquidations. Thats why i hate this when this happens. Because then they had to pay up today. They sold low and bought high thats also typical of what happens when a selloff abates. I guess you could say that nature and shutout buyers abhor a vacuum. Those who consistently stuck with the market didnt panic and bought a little bit on the way down. In other words, people who actually purchased stock on the dip were instantly rewarded by 10 00 today. Its one of the reasons why when i say buy on a pullback, i actually mean buy on a pullback dont just sit there, buy something. Preferably something you plan to buy when the market was higher. Just as the whole market can get too negative at once, the commentary on individual stocks can get way too negative, too. With those stocks overshooting on the downside. That may be when you get some of your best buying opportunities. Theyre worth examining. Come into the quarter of stocks with me and check out the bullish verdicts. How about bed, bath beyond. A retailer everyone thinks its just getting crushed by amazon. In fact, bed bath was metaphorically pronounced dead yesterday morning on the eve of its earnings after the bell. When William Blair downgraded the stock to buy from hold, even though the stock had already been mercilessly hammered ahead of time, down 20 going into the session, William Blair thought the same store sales would be even softer than wall street was expecting. They were expecting soft numbers. And another pummelling could be in store. Instead, bed bath shot the lights out on every line. And three times the just slashed run rate that William Blair analyst was betting on. Then the company gave Even Stronger guidance for the Fourth Quarter, thats the key holiday period. And said its accelerating the amazing buyback thats already retired a quarter of the share count in three years time. Now, that is a upside surprise. To analogize the baseball, the runners were way too negative and got picked off leaning the wrong way. And that sent the stock up 7. 4 . You know what, i dont think its done going higher. How about a shockingly high perception for what was thought to be a ho hum ipo. Citizens financial, cfg, the royal bank of scotland spinoff priced at 21. 50, opened there, no premium, then dropped down below the offering price, people are saying, uhoh, and then it reversed and finished up rallying 7. 35 . We hardly ever see that pattern of down break and then rally. People were expecting little from this deal, including me, instead of turning into a rocket. Underperforming ipo and boring group turns then theres oil. For days on end, weve watched the price of crude go down, taking with it not just the whole oil and gas complex, but the entire stock market. As people worried this key commoditys decline was somehow signaling a larger, economic slowdown, could be in the offing. Not merely a developing glut from all the shale plays weve been talking about. Ive said over and over again that the stock market can be dysfunctional for days on end. And this decline has been a perfect example of just how stupid the market can be. Naturally when it goes down, theres a reaction in the real world, and that reaction is quite different from the constrained and often barely coherent stock market world. Oils decline means lower prices at the pump for the consumer and lower packaging costs for the big consumer packaged goods companies. News flash, thats good. Yet, the oil price plummet has had a dampening effect for days on end of the entire s p 500. Thats what i call the insidious moron effect. That comes from the thoughtless computer driven algorithms. Today we got the real world impact. Lower gasoline means more dollars in the consumers pocket. So what happens . Up flies chipotle and panera bread. An enormous decline in wheat prices. Why not . You can afford to splurge on the guac. Disney regained lost momentum, darden breaks out. Since it too is levered to the price of gasoline as the olive garden led chain has demonstrated time and again, costco goes to new highs, even walmart rallies the most it has in ages. Monster beverage and hershey, two companies with plenty on the line at Convenience Stores which thrive off of lower gasoline prices and spur of the moment buys. They take off. Home depot reveals more bad news about the credit card breach which produces more positive momentum in the stock. Can you imagine where hd would be without that breach . 100 instead of 92. Plus, uber Consumer Goods Company and endless cramer fave, the heavily shorted gopro rallies again. As word comes out that you cant meet they cannot meet the demand for the new device. I may have to do this show for now on with a gopro on. But more important, finally the big takers of oil and gas ignite. Ive been waiting for this to happen. Ppg, a chemical company. They rallied hard as theyre huge consumers of natural gas which has gone down. Proctor, pepsico, cocacola. They all take off as they should have been doing all along because packaging and shipping are their biggest costs. What, you thought it was going to be corn flakes . The water that goes into soda. Even the beleaguered mcdonalds, which has crept up after terrible numbers, jumped a dollar on good gasoline news. This is the delayed reaction that ive been waiting for. And its happened at last. As common sense so often absent in the marketplace. Although oil bounced taking many oil stocks up with it, too. Thats how you got the last charge up in the averages. Now, as always, reported not so hot number. We turn on the Home Builders even though i told you time and again the Home Builders have differences, they shouldnt be traded like commodities. Apple took a welldeserved breather. Im sure people will say thats because the new bigger phones bend and are too big for your face. I think you should be glad you dont have a bigger face. You should stop complaining. Nevertheless, today was a reminder of when were down day after day you can expect the positive reaction to occur, especially when its a commodity related decline. Thats why the bottom line is unless theres something truly systemic and terrible going on rather than the usual doom and gloom, you have to be on the lockout for a snapback rally based on the rationalism that every now and then does seem to prevail above the mindless commuters, which now control the vast majority of trading on wall street. Al in california. Al . Reporter hi, jim, how you doing . Real good, al. How are you . Caller youre kind to ask. Im well. Im calling about Elizabeth Arden who has a senior note outstanding. And it can be bought for less than 90, jim, and it has a 9. 5 yield on maturitmaturity. The reason its so generous, the Company Reported a terrible june quarter. But Goldman Sachs has found a Strategic Partner for them, which is already injected 50 million of Equity Capital and they have a tender offer for another 20 of the outstanding common. My question is, are the senior notes money good . No, al, you dont reach for yield. Upside limited, downside, pretty much unfathomable. I really dont want to come near this stock. They have just disappointed and disappointed. They cannot shoot straight. Kevin in arizona, kevin . Hi, jim. Its great to talk to you. Youre a brilliant man. And we all know it and thanks for what you do for us. I wish i were better. Thank you. Whats happening . Well, endocyte. They have a lot of cash and good drugs theyre working in the pipeline. And i was wanting to know what the immediate future holds. This ones not working. Its not working. I tend to i like to spec. You know that. Im the only guy on tv that says its okay to do some speculation. Im not a fan of endocyte. Ive been using a lot of sites that fit much better. I prefer those to endocyte. The power of positivity. Unless theres something systemic going on, be on the lookout and stop selling everything. Today was the perfect example of why you should never get too negative. Mad money tonight. Walmart wants to take a bigger share of your wallet. The retail giant announced a big move into banking today by partnering with green dot. The real winner still flying under the radar screen. Thyme going to clue you into the company that could cash out on this deal. And speaking of cash, paychex after earnings, is there a bigger catalyst coming soon . Im talking with the ceo and finding out. But first, the iconic American Companies that are as profitable as they are patriotic. Ive got the list. 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. Hello. You can go ahead and put your bag right here. Have a nice flight. Music plays music plays traveling can feel like one big mystery. Youre never quite sure what is coming your way. But when youve got an entire company who knows that the fewest cancellations and the most ontime flights are nothing if we cant get your things there, too. Its no wonder more People Choose delta than any other airline. Biotechs so exciting so phenomenal in this country. In what can only be described as a gloomy moment in the United States and the world. I tend to take solace in whats happening in this amazing group. Which is a terrific reminder of our nations innovative spirit and fabulous science. Lets take cellgene. Long my favorite, except when regeneron introduces another in the battle. Sent stocks soaring up 3. 09. Every one of these was strong today. When i wrote get rich carefully, i praised the group embracing the four horsemen of biotech. Namely celgene, gilead and regeneron. A quartet that has performed astoundingly. Led by gilead. Yes, all four stocks, all four horsemen were up huge today. Gilead up 4 for the year, thats astronomical. But ccelgene is the worst performer of the four. I wonder if that might be about to change. In the last 24 hours, celgene has gotten fda approval for the drug to be used against plaque psorias psoriasis. The first leg is its vast franchise for blood cancers. The third, coincidentally just got approval in switzerland for use against pancreatic cancer and a form of fatal Breast Cancer. Well, Breast Cancer thats often fatal. These breakthroughs. As a matter of fact, its the first treatment for pancreatic cancer. This would be a drug for a disease long considered a death sentence. Now, i know that these approvals are wildly considered to be baked into the stock. I read all the research. This is what everybody said, every single firm. But you know what, there have been other approvals for these drugs, but i think this is stark. Its the wrong way to look at it. These moves made celgene far less dependent on the blood cancer drug. Which allows investors to pay far more for its earnings stream now its more diversified. That is a big deal. I think this stock can go much higher because of the new multiple Revenue Streams away from revlamid. Take a look at the epic move today in another cramer fave run by dr. Ron cohen, which has a fantastic franchise for improving the motion of people affected by multiple sclerosis and debilitating strokes. The Company Bought civitas therapeutics, an experiment that will phase three medicine for pa parkinsons. Rallied on the news. Its got new products galore, great Growth Prospects in the pipe and no Economic Sensitivity whatsoever. Im well aware that the socalled excitement in pharmaceuticals right now revolves around the soap opera that is allergen, activist. Valiant preannounced better than expected numbers and soared on the news completed the hostile takeover for allergen. So key to the merger hopes . Activist will be allergens white knight, i dont think so. This tide is lifting all four boe boats, you know which name is favorite, allergen. I think the most lies with biotech, not with whos buying whose stories. In a world where we lack pride for our economy, dont take profits, at least not yet. Al in florida, al . Caller hey, jim, big thanks for getting rich carefully. Quite welcome. Recently, you put me on biodelivery scientists. And ive already made some mad money. And the next few weeks are going to be launching their fda approved medicine for pain management. Right. They have a proprietary technology that treats pain without the addiction. They also partnered up with endo pharmaceuticals. I think they have another drug hitting in 2015. This is a tiny company right now, but they really seem to having something innovative. You know, i think thats right. My favorite pain franchise, because i think it is thats has the, i want to push it right now because its also an inversion play. And richard pops is terrific. Youre right, its much more speculative. It is the investment, biodelivery is the spec. From breakthrough treatment to breathtaking climbs, celgene, your day to shine. And i bet youll glow for a while more. Much more mad money ahead. Tonight, ill introduce you to a couple players in the space are potentially going to knock your portfolios socks off and a read on americas Employment Situation ahead of next weeks allimportant job number. Plus, ill give your portfolio a checkup when we play, am i diversified . Stick with cramer. Theyre custom made trains. You cant get any better than that. Siemens trains are not your grandparents technology. Theyre something thats gonna change the cities we live in today. I find it so fascinating how many people ride this and go to work every single day. Im one of the lucky guys. I get to play with trains. People say, wow, we still build that in the United States . And we say, yeah, we do all week, im taking you on a Magical Mystery Tour of a business thats almost hidden in plain sight. And thats the Global Payments industry. We talked about the thriving Credit Card Companies and the ailing hyper competitive Money Transfer space. A lot of chatter about that, by the way. And tonight, i want to talk to you about a new trend here, thats the rapid rise of prepaid cards. This has become a huge industry. In the United States alone, retail purchases made with prepaid cards should top 200 billion. Thats roughly 5 of all retail spending in the country. That includes everything from prepaid credit and debit cards to payroll cards, gift cards and Customer Loyalty cards. This whole prepaid idea has taken off. Prepaid cards have always been popular among people with bad credit who cant get approved for a regular credit card. But they also appeal to People Without Bank accounts or people who are unsatisfied with banks. And remember, a lot of folks out there now have a very post Great Depression attitude toward financial institutions. Meaning the only bank they trust is the First National bank of serta or tempurpedic. I dont know how you hide cash in that mattress. Lately theyve been embracing prepaid cards as a safe way to give their kids money without having to cosign for a bank account or credit card. Which is something that could trash your credit score if your children turn out to be, lets say, lazy about paying their bills on time or may be a little bit irresponsible as kids often are. Meanwhile, at the other end of the spectrum, youll see baby boomers giving prepaid cards to their aging parents if they have to start keeping track have trouble keeping track of money. More important, merchants love these cards, too. Walmart, target and best buy all offer a range of prepaid cards while lots of smaller retailers and restaurants aggressively sell their own gift cards. From their perspective, a prepaid card is better than cash. Because in addition to driving more sales, it also lets Companies Keep track of their customers preferences. At this point, these things have become mass market products with roughly 23 of the u. S. Population holding some form of prepaid card. When i started this series, i did not think it was anywhere that. I was thinking 10 to 15 was a lot. Let me tell you about two potential ways to play this rapidly growing trend. The first is green dot which youve been watching all day, you know people talked about. And then black hawk network holdings. So lets start with green dot, gdot. The largest player in the general purpose reloadable prepaid card space. If you get a prepaid mastercard or visa debit card, theres a good chance its from green dot. The company has twice the number of active cards in circulation as the next closest competitor. Greendot is technically a bank. Albeit, a hightech one. Instead, their cards are available at roughly 90,000 Retail Locations across the country, including drugs stores, Convenience Stores and big box retailers. Before i tell you anything else, you should know the shares, they took off, they soared today. And while i do like greendot the company, i think it would be crazy to chase the stock at these levels. I wish id done this series last week. Its got a small market cap, 860 million. That makes it volatile, but ive got to tell you, this one is real good. With that out of the way, let me explain why i think greendot belongs on your shopping list. We just had a pullback and people saying what should i buy . This is the type of stock you buy into the weakness. First, why did the stock rocket higher today . Because we learned that walmart is going to do a nationwide rollout of green dots go bank product. Which is actually a full featured mobile Checking Account. Thats right, you walk into a walmart, you do have to go to walmart to do it. You buy a go bank card and suddenly, youll have a green dot Checking Account that you can manage online. About the fastest and easiest way to open a bank account i have ever heard of. But was that walmart deal enough to send this stock into the stratosphere . No, its what people are reading into the deal. You see walmart is green dots largest distributor of prepaid cards. I hate that kind of level of dependence. Now, next year green dots contract with walmart is up for renewal and this new partnership on go bank made some speculators feel that walmart wont hike up the commission it takes when they renegotiate with go dot next year. I think thats an absurdly optimistic take on the situation. Hence why im not willing to recommend it up dramatically. Walmarts been able to hike up the commission rate. The last time they managed to increase it by 4 percentage points. Now, lets understand each other, it doesnt mean its not going to be terrific. I just think this time will not be different. Walmart has no friends. Its all about economics. You know, theyre like the show, remember i say at the top, not about friends, about money, thats walmart. And given they represent more than half of green dot sales, they know they have all the leverage here. I think the rally maybe was too exuberant. While green dots the largest player in the prepaid card space, the fact is, competitors trying to get a piece of this action. Everyone, i think green dots got a real edger. You should be a little careful given the enormous spike into the stock today, my view is that you should wait for green dot to pull back something under 20. Maybe less before you pull the trigger. How about the one i really like . How about black hawk network holdings, symbol hawk. Its a leading distributor. 10 billion in transactions last year. That number should rise by 38 for 2014. Thats gigantic growth. Anything in the 30s is always pretty darn impressive. The Company Provided brand, branded gift cards for 600 different brands. They run incentive and Loyalty Programs for 2,000 Business Partners and an online gift card exchange. The independent company in april of last year. I like this company. I think its Broad Distribution Network with 45,000 points and 130,000 overseas creates a powerful competitive mode. I am always shocked that someone doesnt come in and snap up this company for a much higher price. Unlike green dot, black hawk is diversified among many different retailers, not totally dependent on walmart. And while theres definitely more competition than prepaid space, the fact that the company has so many different offerings from regular prepaid cards to Loyalty Cards makes it a terrific way to play the growth of the controversial industry. Its one of the few Prepaid Companies thats actually taking market share. Companys forecasting volume growth of 40 for the year, remarkable. Plus, it has a Great International growth runway overseas business growing at a 60 clip. Thats right. Thats not a typo. Its 60 . The one issue here is that as a gift card player, black hawk has a ton of exposure into the holiday season. Kind of like when you have a company with all that business in tax season. A Fourth Quarter accounts for 45 of the companys revenues. But given that were headed into the holiday seasonal right now, i dont think thats a reason not to buy it. I think its a perfectly good reason to pick some up now the stock is currently trading at 18. 6 times next years earnings. Its pretty inexpensive. Anything below the growth rate is good. My view, start small with blackhawk, maybe a quarter of your position tomorrow and wait for the next spasm of market wide weakness before you buy more. Dont think we have those after a day like today . Heres the bottom line, the prepaid industry is on fire here, growing like a weed, which is why i think black hawks a buy right here where green dot could be worth picking up after it cools down from todays enormous rally. How about we go to singh in california . Caller paypal. And i own shares of ebay, sell or hold . No, ebays fine. Its not great. Youre in ebay because you feel one day youre going to wake up and theyre going to split off paypal or therell be an activist that makes them do it. I like ebay, but boy, apple, what can i tell you . Another opportunity to buy apple. They just keep giving them to you. And if you take each one, think about what you would how you would have done for the last, i dont know, 1,000 . Reya in alabama. Raya . Caller yeah. Booyah or, i dont know how to say that. Youre from the south. Youve got the right to say it any way you want. Whats going on . Well, actually i got in a car accident and i just now received over 100,000. Okay. Caller and i want to buy stock in bank of america. Okay. Now, remember were not going to put any more than 20 in one stock because that would be a violation of our rules of diversification here. Bank of america is a huge position for actionsalertplus. Com. We like it very much. We think at this pace, the stock is on target to hit 18, 19 in the next six to eight months. Youre in really good hands owning some bank of america. All right. Just got paid . Prepaid that is, the industry is on fire. Take a look at blackhawk at these levels, green dot on a pullback, but this money series, im loving it. Much more mad money ahead. Paychex has the pulse of americas payrolls and ticking up today on a solid quarter. Really sweet. Is the u. S. Economy Strong Enough to keep it moving in the right direction . Im going to ask the ceo fresh off earnings. And find out if your portfolio is Strong Enough to ride out a potential storm when we play am i diversified . Im taking all your calls, even if you bench your iphone. Lightning rounds coming up just ahead. In a world thats changing faster than ever, 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. No kidding, rest of the world seems to be in rough shape, but the u. S. , hanging in there. Which is why, and i think its so important we keep taking the pulse of our economy. Especially the Employment Situation. And if you want to get a read on employment, its always worth checking in with paychex. Payx, the number two payroll processor, specialized as small and medium sized businesses, the kind that actually create jobs. They dont do this stuff. Like the big dogs. Plus, paychex also has a growing outsource Human Resources division and the company made a series of small softwares and service acquisitions. Paychex just delivered a strong quarter. A one cent beat, higher than expected revenues, management reaffirmed the fullyear outlook. The revenues grew by 4. 5 . Better than the 4 number than wall street was looking for. As well as higher checks per payroll and higher revenue per check. The last two suggesting a stronger job market. Paychex is a company that makes a killing when shortterm Interest Rates move higher. That they bring in. And, you remember, they take the money in and have to pay it out for the check later. Until rates rise, though, the companys paying you to wait with a bountiful dividend that yields 3. 5 . Lets take a closer look with marty the president and ceo of paychex and hear more about the quarter and where the Small Businesses are hiring. Welcome back to mad money. Hey, jim, thanks for having me. Okay, marty, looks like obviously the street loves the quarter. Im trying to figure out whether its because of the growth in new business, the incredibly strong Human Resources. Or the fact you said, listen, were going to accelerate our sales force growth because we have so much business. Yeah, i think its a little combination of all of those. Were a solid performer, come in with whats expected or a little bit above that. Weve got a solid financial position. Almost 1 billion in cash now. Youve mentioned the great dividend yield and the sales were really strong in the first quarter. Coming off the second half of last year. So nice momentum to get the new fiscal year started for us. Now, marty, at one point in the conference call, youre asked about have you seen slower hiring than lately, and you did say that the hiring has been tempered a little bit the last three or four months, although its stronger than last year. I thought it was pretty interesting that you could do this quarter with that tempered hiring growth. How come you were able to do even better than you were when business was actually when more businesses were being formed before this quarter . Yeah, i think, were getting more effective in the sales approach. You know, we weve built a couple of new bank referrals, give us referrals for sales, franchises, something we started really the last year, last 18 months has come on pretty strong. Not only our strong cpa referral channel for new sales, but now banks and franchises are recommending paychex. And its really helping us, not only that, were doing some virtual sales. So were selling over the phone into areas where were not. And that is really picking up traction, as well. This was the first time i said, oh, boy, do i have to start worrying about brazil and germany . Im always thrilled when companies expand, is paychex, is this the right time to be aggressive in those two areas . Yeah, i think it is. You know, germanys still pretty strong from an economy standpoint, certainly for europe. And we doubled our size there with an acquisition last year, both are doing very well from a sales perspective and a client retention. And brazil, which really just kicked off last january is showing some real traction to get started. Were working a lot with the cpas there to develop the referral channel and doing some of their back office work to get started, as well. Were really off to a pretty good start in both countries. And you know, jim, were keeping it central to those two countries and maybe another one in the future. Were not spreading ourselves too thin. The big opportunity is in the u. S. , though. Lets talk about the tail wind in the u. S. Versus the actual same thing which could be the head wind. I look at the Affordable Care act and i think, ive got to throw my hands up, ive had people come to me saying please explain it and full disclosure, im a paychex client, but i also know that there are people who are afraid to expand past a certain point because theyre afraid that they get caught by the 50person rule. Is the Affordable Care act an out and out plus for you . Or a plus and a negative given that some companies are afraid to hire. I think its a plus and a negative right now. I think it has kind of slowed down companies from hiring. When they see the sales coming in, they see Consumer Confidence up like it is. I think theyll start hiring. But they are hiring a little bit more parttime. Theyre being careful about the 50 rule. Theyre confused as to when it starts. But thats when a company, as you said, like paychex can come in and help them out. We have a number of products that can help them tell what they need to do, when they need to do it, and we can do it for them. I think the insurance sales will be able to tell in the next few months. A lot of the benefit plans change hands and youll see a lot more activity in the october november time frame for new plans. All right. One last question. I was thinking one of the reasons why the stock was so strong wasnt it was just a good quarter. But now people can look forward to fed funds rate going higher. That is all the chatter of all the hedge funds. If you got a percent increase in fed funds, what does it do to paychex bottom line . Yeah, 1 is about 20 million in annual revenue. It does mean a lot to us. And i think the feds, you know, have come out pretty strong about raising the shortterm Interest Rates next year, 2015. They seem to be trying to find a way to do it. As fast as they can, but as easy as they can. It means a lot to us, 1 , about 20 million in revenue. That is a lot of money. Thank you so much, marty, p t president and ceo of paychex. This stock is a buy. Mad moneys back after the break. Hello. You can go ahead and put your bag right here. Have a nice flight. Music plays music plays traveling can feel like one big mystery. Youre never quite sure what is coming your way. But when youve got an entire company who knows that the fewest cancellations and the most ontime flights are nothing if we cant get your things there, too. Its no wonder more People Choose delta than any other airline. Im spending too much time hiring and not enough time in my kitchen. [ female announcer ] need to hire fast . Go to ziprecruiter. Com and post your job to over 30 of the webs leading job boards with a single click; then simply select the best candidates from one easy to review list. You put up one post and the next day you have all these candidates. Makes my job a lot easier. [ female announcer ] over 100,000 businesses have already used zip recruiter and now you can use zip recruiter for free at a special site for tv viewers; go to ziprecruiter. Com offer2. At a special site for tv viewers; take and. Exhale. In. Aflac and a gentle wavelike motion. Aahhh ahhhhhh. Liberate your spine, ahhhahhhhhh aflac and reach, toes blossoming. Not that great at yoga. Yeah, but when i slipped a disk he paid my claim in just four days. Ahh four days . Yep. Find out how fast aflac can pay you, at aflac. Com. It is time it is time for the lightning round on cramers mad money. Rapidfire calls. Say the name of the stock, i tell you whether to buy or sell. Play until this sound and then the lightning round is over. Are you ready skedaddy. Start with bella, bella caller hi, jim. Hello. Caller i like your show. Thank you. Caller and id like to know that home depot how high its going to go before okay. Ive got to tell you, given the fact theres this terrible story about the breach on credit cards and did not send the stock down for more than a minute. I think home depot goes higher kelly in texas, kelly hey, jim. Big booyah from belmont, texas. Love it. Ive been there. Oil and whats up . Caller yeah. Definitely. I bought cocacola from a roth i. R. A. Wanting to sell longterm stocks. Should i keep it . Yeah, you can keep it, but pepsico is better. Cocacolas going to go higher because the raw costs are going down and managements feeling heat to do a better job. Matt in california, matt . Caller happy new year, jim. Same to you, matt. And happy and healthy. Whats up . Caller you think yelp is going to get anywhere back to 100 . Yes, i do. And if it doesnt get there by earnings, itll get there by takeover. Id buy yelp and put them all together and be the dominant player in going out to eat and getting the stuff home. Lets go to fay in pennsylvania, fay . Caller yes, jim, hi. Thanks for taking my call. Of course. I just wanted to know about kraft a little earnings challenged, but you know, what restructuring and the stock can go higher. John in texas, john . Caller greetings, jim. Greetings from stevenville, texas. How are you today . Im okay. How are you, sir . Caller good. I noticed it peaked back in late last year and its been in a downhill trend ever since. Yeah, gas to liquids, not doing that well. Some of the divisions arent well. I dont think this stock is ready to go higher. Holly in oregon, holly . Caller oh, jim cramer today my son was born, hes 26. Happy birthday, chris. Im asking about advd. It split and hasnt done anything oh, okay. Yeah, i like it, but i like constellation and i like tap more. I think is the best right now. Constellation and then ambev. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Time and sales data. Splitsecond stats. Its so close to the options floor, youll bust your brainbox. All on thinkorswim, from td ameritrade. Is this the best september weve had in a while . Or should we be worried that october will be bad . We really cant tell where the market will be tomorrow from yesterdays slump, todays uptick. I say its best you prepare your portfolio, take on anything the market may throw at you. And the best way to do that, you guessed it, we play am i diversified. Diversificati diversification. Breakup play, dividends, try to make it so not all eggs in one basket. Why dont we start wi wiwit with brickhan65. I was a little feisty this morning. Made it, i was a difference maker. All right, jim, i have visa, boeing, altria, tal let me get that one, i want to be sure what im t. A. L. Is, dont want to mess these up. Thats tal international, releasing company, nhcn, the Real Estate Investment trust. Got nice yield going here. I like the yield, there we go. And thank you all. Boeing, you know, im a big fan and its coming back and thank heavens, worried about the dollar there, altria, Tobacco Company, and visa is the fantastic payments processor that weve been using. Weve got leasing company, a Real Estate Investment trust thats more health care oriented. We have a Tobacco Company and we have aerospace with good yield. I really like this portfolio. I just want to go on record f for brickhands65, which is often the way i feel about some of our receivers on a bad day. Okay. Lets go to keith in texas. Keith . Caller big jim, a big pcu booyah to ya. How much do i like that . Its just extraordinary. How can i help . This is what im trading right now. Ive got southwest airlines. Love. Energy transfer partners. Okay. Caller rathion, white waves and a drug company novartis. Holy cow, man. Where do people get these unbelievable portfolios . Did you see, by the way, most of the missiles in play in the last 48 hours are ratheon missiles . We think its terrific. Lets start there, defense contractor. Southwest air has become my favorite airline, love. Theyve got the most consistent record. Love is not for sale. Luv. Ha. White wave is the natural and organic company i know i think its been bought by someone already. But it hasnt. We like it. Its a great drug company, Energy Transfer is a company i gave up on too soon. Its a pipeline company. Its a pipeline, its a defense, an airline, organic drug. John in california, john . Caller hi, jimbo. Big booyah to ya from san diego, california. Chargers. Chargers. What can i say . Here we go, jim. Heres my five stocks. Number one is aig. Number two is boeing, number three is petroleum, number four is Alaska Airlines and number five is wynn resorts. A nothing but net day. Boeing, weve covered that one, terrific aerospace company, those who gave up on it, gave up prematurely. Aig, terrific insurance company, occident occidental, Merrill Lynch made it a number one stock today. But its still an airline, got to be careful. Alaska air was formally the best performing airline company. Theres nothing wrong with that. And wynn too levered to china of late. Longterm its a winner. Weve got gaming, aerospace, airline, which is different from aerospace, occidental is an oil and aig is an insurance company. I like. Why dont we go to glenda in South Carolina . Glenda . Caller hi, jim. This is glenda in South Carolina. My five stocks are disney, delta, kroger and National Oil Well and apple. Im quitting my job. These people are better than i am. So, nice to meet you. Okay. Delta, terrific airline, kroger, my favorite super market play, apple, dont trade it, own it. Disney, nice combo with hasbro today and hasbro went up more. National oil well, n. O. V. , the best Oil ManufacturingEquipment Company there is. Oil manufacturing equipment, entertainment, technology, supermarket, airline, wow. That was easy. Stay with cramer. Bad news in email. Good news fedex has flat rate shipping. Its called fedex one rate. And its affordable. Sounds great. [ cell phone typing ] [ typing continues ] [ whoosh ] [ cell phones buzz, chirp ] and we have to work the weekend. Great. More good news its friday woo [ male announcer ] ship a pak via Fedex Express saver® for as low as 7. 50. [ male announcer ] ship a pak via Fedex Express saver® machines will be sprayed to be made. And making something stronger. Will mean making it lighter. One day, factories will work with the cloud. One day. Is today. Snap back action can be terrific. But now weve got to follow through. And the way to follow through is some settlement between russia and ukraine that would send it so the earnings estimates would go higher, not just the stocks which is what im really concerned about. Happy new year, jewish new year happy new year, jewish new year to everyone. Look, scarface was a gangster, but that [bleep] was fiction. [bleep] Charles Cosby that [bleep] a living legend. That [bleep] the real scarface [bleep] that dude was flipping down. Im the godfather, head honcho married to the game like Griselda Blanco put the keys in the closet in my condo bulletproof vest on my chest like poncho incredible i clap like an encore for the right price, ill turn you to a john doe went from a bronco to the bentley keys