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2. 02 . Alas, i think todays selloff is the real deal, unlike yesterdays rally which was triggered by positive Federal Reserve minutes, todays selloff was based on real weakness in the global economy, worries like ebola, and the averages are still higher than when the year began and thats looking less and less logical. As the slowdown manifests itself. [ beeping ] before it gets started on the wacky nature of a market that goes up or down 300 points on a whim, let me just say pointblank that we are indeed in a treacherous market. We live in america, our companies are doing relatively well, but the definition of treachery in a stock market terms is when the simple facts mean nothing to the sellers. When one strand of weakness can frighten investors more than all of the good strands that are out there, its pure treachery and thats whats going on right now in the field of battle. Take alcoa, right . Heres a company that delivered on every lineitem when it reported yesterday. I know this company very well, people. It did everything i wanted. It saw strong growth in trucks and nonresidential, autos, aerospace and thats a pretty darn compelling list of industries that employ a lot of people, yet companies that are involved in every single one of these industries saw their stocks get slaughtered today. Sell, sell, sell why some because alcoas ceo acknowledged the obvious, that europe is weak. Its Crystal Clear if alcoa were to shutter its european operations and just be u. S. Based with a smattering of asian, its stock would have been up today rather than down an astounding 4. 23 . But its ludicrous. Alcoa cant close europe. Alcoa is a gigantic International Company which needs to be involved with europe because 770 Million People live there. Who wants to forego that market . The answer, any ceo that wants his stock to go higher wants to forego that market. So any of the Company Involved by kleinfeld is also involved in europe gets crushed. The stock of any manufacturer that sought after 770 Million People got killed today. Seems silly, the market is not that bright. In fact, it it can be down right dullwitted. What makes it so stupid in my eyes, simple. This market is like the ignore am us that only reacts to the last thing you heard. When nike said europe was very strong. So the stocks rallied. When ford said that europe was very weak, the companies that sell to europe r were annihilated. When the fed said europe is weak and intends to keep it with low rates and that was yesterday. When alcoa said europes anything downhill and then everything tanks. The the house of pain for the record, this whoever speaks last game is pure nonsense. Alcoa is doing quite well and will continue doing well, the ceo is doing a remarkable cost, but it doesnt matter. We get crushed. We give back what we made yesterday and then some and we return right to where we left off on tuesday and i dont think that holds. Its a form of treachery thats also a form of torture. As i suspect the next few folks who speak will mention europe again, and its unavailable and that will move us lower once again. Europes mighty tough to avoid and its just too darn big and whatever is not being taken down by europe is taken by ebola outbreaks at home. As always in day like today, who needs this market . Who needs cramer . I need cramer. Why cant i sit this one out and come back in when europe gets better . Hey, not a bad question to ask. Not a bad question at all. The answer to it is a little convoluted, though, because the problems with europe are man made. Just imagine if each country in europe were a company and its leader were a ceo, right now you have a ceo in russia, Vladimir Putin who said im willing to cut my countrys only numbers, sales and earnings so the Germany Company has to take down its numbers, too. He doesnt have a board of directors, hes a dictator and he can get away with such financial suicide. Hes betting that angela earning innel of germ. Does have a board of directors and theyll replace her with a new ceo who cares more about profits. It hasnt happened yet. Shes not blifrjing so the two ceos are duking it out. President obama who also doesnt care about profits, its as. Theyre playing a game of chicken with all of the worlds businesses to see who can win over ukraine, but lets say these ceos resolve their difference cans. Many of the negatives will reverse and you will say, wow how did anyone fore any those 770 Million People in europe. Not all is going reverse. That wont happen until earning bowlas contained and right now it looks like we are far from that happening. Of course sma, it seems like day one of the real scare. I dont know enough about ebola to say how real our fear should be. Ill leave that to the experts. Im a stock guy. Im not an ebola guy, but i do know the slowdown in europe is real. I saw a staggering factoid from ibm, the most author tafity source i have for news, which means European Companies are using 5 hers less oil than last year right now. Imagine, a 5 decline in the amount of oil used in the largest countries in the world. Can can you imagine how bad business is over there . That kind of demand sends down every stock which is the epicenter of the decline today especially when were producing 1. 1 Million Barrels a day in this country more than it did last year which happens to be more than a million more than the million more, and were producing more, and next year it will be 4 million and we dont have room to store it all as we heard from one of the largest oil storages in the u. S. When we talk to them later on. The saudis are selling oil like mad now and i that want to keep our prices low and ecuador is ramping up production and they have a lot of oil there. Huge supply. Not enough demand could send oil through the 84 level we closed at today. The declines in energy are so vicious that they make you wonder whether anything industrial is worth owning, Even Companies that are winners in the Cheaper Energy world. Winners like alcoa. Then, of courses, the chartists freak out as we take out levels that seemed to hold yesterday and they make dramatic projections about how low we need to go. I still cant believe it. Incredentialy pressured off the charts segment. Were in a real tough moment for stocks as ed ponzi told us in off the charts, once certain key levels get taken out the selling will become more intense and its not like they can switch into investor mode and react to the fundamentals. They arent able on say, wow the stocks i am brought down with my selling are now at such a raktive levels and thats not how it works. These traders, the declines mean more than one thing, more declines ahead. So what do you do . You get out ahead of those declines. How is the treachery end. How does this end . Two ways. One, we get so low this europe doesnt matter nor the other ills whether they be ebola or isis or the slowdown in china some three issues that are all worth fretting about or do the ceos make peace in europe, china comes back in line, and Stranger Things have happened and it hasnt paid to be a pessimist for a long time. Right now the market still doesnt think it still doesnt know how to price in the recession that europes headed into. Its furiously trying to do, and this is not a dip. Its a wholesale ongoing readjustment thats the too difficult to buy into. Im not in that camp right now. Well know when we get to the right levels where the dip will be. And well know the right levels to create capital because the Commodity Companies wont bounce and their earnings wont be cut, but heres the bottom line. Until everything negative is priced in and that includes both ebola and europe, you have to expect more treachery like we have today and hold steady, cash at theed ready when we start going down on bad news which is most certainly not the case right now. Burt in connecticut, burt some. Jim, i want to say first that i appreciate what you do for people with your show. I think its a wonderful thing. Ive been all over the world in the last couple of days and im getting nice comments because this job can be horrible if we have more days like this. How can i help . Ive held price line all of the way down, 18 to 20 from its 52week high even before this recent market decline and so i dont know if people are concerned about the upcoming earnings in november. I mean, is that the issue some is it still a buy or do you think its a hold or sell . I think the problem here is competition. I think people feel that others have caught on to pricelines model and if thats the case, then pricelines margins cant hold up. I, myself, am less certain about pricelines margins than i have been in a long time so i understand the selling. I also think, by the way, that travel will be hurt by ebola and if you dont think so, i think youre being a little too pollyannaish. You have price cutting and a real challenger to priceline and you have ebola. Lets go to don in new jersey, please. Don . Hi, jim. Ive been looking for a stock with a longterm growth potential. Ive been buying taser, tasr and its one of the best Growth Stocks you think in the country. What do you think in. Im in agreement. I did a whole segment, a whole piece on our show about why i like taser. Taser has been winning a lot of orders, but right now taser is in the category of companies that people say its too speculative for me and i dont have the earnings momentum i want. I think taser is a good level of speculation. It it aint no pepsi or allergan. It doesnt look like it will end any time soon, but well know when we get to the right levels and well tell you. Well get through this together and im not telling you to abandon ship. Mad money tonight, find out what allergan and pepsico have in common and why it has me steamed and why j. P. Morgan and target have all one thing in common. Hacking attacks that have left your data compromised and tonight im highlighting a new security player that could be up to the task to protecting you online. Zoes kitchen, can it continue to cook . I have exclusive insight you wont want to miss. Stay with cramer. Dont miss a second of mad money, pfollow jimcramer on twitter. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. So i can reach ally bank 24 7, but there are no branches . 24 7 its just im a little reluctant to try new things. Whats wrong with trying new things . Feel that in your muscles . Yeah. I do. Try a new way to bank, where no branches equals great rates. 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 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. Memo to all the activist investors out there, can you please stop picking on the summa cum laude students and go after the underperformers instead . Right now three fantastic ceos are being called out for not doing enough for their investors. All three are under some sort of saument by big name activist hedge fund, nelsielelson pelt, Beverage Company and a snack company. I can understand how peltz might have wanted that to occur back when pep was traded in the 60s when he first burst on the scene and now pepsi is at 93 and its a packaged goods industry and its a major edge over the competition as we saw from this fantastic quarter this morning. Pepsico raised its growth rate from 7 to 8 last near and this morning took it to 9 . If you had to own one packaged growth stock, this is the one, conagra, campbells soup and so many other packaged places are doing owe poorly, why is peltz going after the best and why not congratulate for a job well done. I say kaching, kaching, congrats some. A Hedge Fund Manager and bill ackman have teamed up to acquire allergan. What has it it done in exchange, how about deliver the best results of any pharmaceutical in the land. The companys ceo has done more to create value than the people who run merck, pfizer, lilly, bristolmyers and so many other socalled powerhouses and yet the catcalls about his leadership continue from valiant and ackman. I think what they should say, too, they should say we misjudged you and all you could do from shareholders. You took many of the accidents we wanted and we are thrilled which is why were going to go after a Different Company where the ceo isnt as motivated to do the right thing. Thanks, david, for a terrific job. Why would that be so hard to say . Finally today apple ceo tim cook got a pseudofan letter first leaked to twitter from financier carl icahn while cook has done a remarkable job, theres still so much to do. Once we have the stock really moving because he believes that a defacto short squeeze could occur. He wants apple to roll out an highdef, television set. Again, i think the the takeaway is that cooks not giving her all shes got. My view, i only wish there were other ceos as shareholder friendly and also as strong in the creation, development and execution of terrific products as apples tim cook. Im not saying we should throw a pity party for paillette or cook. Id say you have it pretty darn good. Plus all three of the ceos is extremely well compensated and given the wealth they created for the shareholders i think they deserve every single penny which brings me back to my initial point. I wish these activists would say thanks a lot, pat them on the back, maybe and declare vikt ye in all three cases and put the heat on other ceos of companies that have actually underperformed. Why go after people who run the best consumer goods, best pharma and best technology companies, why pick on the cum lauds or those who have been held back a bit. Why go after the best . Because quite frankly, these activists could do much more goodel where. Its time for them to say well done to pepsico, allergan and apple and move on. Drew in virginia. Drew . Some. Booyah, jim from the old dominion state in the Colonial Williamsburg area. I love williamsburg, and been there with my family and i love pearsons bq back there. Thank you for all you do for us investors. Youre a great coach and mentor. I say that to myself every day. People say jim, stop it already. Whats up some. Theres not been a lot of focus in the technology sector. Ive been following microsoft and buying blocks the past year. How do you feel about this company as 2014 closes out and we head into 2015 . I think you have horse sense. Both stephanie link and i. Shes the coportfolio manager of my Charitable Trust and people dont care companys gotten new focus and can split itself up and generating good numbers. I agree with you. Ill go to wall ney new york. Wally . Yes. Go ahead. Is that you, jim . Yeah, you got cramer. Whats going on . I have a question for you, with the spinoff of paypal from ebay you recently interviewed musey from paychex. Would that make a big company . I dont understand it. I need your help on that. I think paychex wants to stay focused on the actual distribution of checks to smaller businesses and the payroll checks and he likes the Human Resources business. I think paypal has to stick as an alternative Payment Processing system. So kind of separate businesses, but you know what . I think paychex is the one to buy here. Stop focusing on the winners, pick on the Losers Companies that can really use your help. Chances are you get more accomplishme accomplishments. Much more mad ahead. Im breaking bread with the zoes kitchen, and see if the mediterranean chain can follow in the footsteps of chipotle. How about a company that makeses money no matter where the price of crude is. Im checking in with a very special one that could be piping hot for you and potentially probable players fighting to keep your online account secure. Stay with cramer. Word of another security breach. 76 million household others. 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Youre never quite sure what is coming your way. But when youve got an entire company who knows that 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. After another hideous down day on a market thats becoming increasingly volatile and increasingly violent, i think we need to be on the lookout for stocks into powerful loom themes that have nothing to do with the weakness in europe or the the meltdown in the middle east or the slowdown in china or the ebola epidemic. Im not saying these stocks would necessarily make their way higher in a Terrible Market like this one. Im using these words like terrible and treacherous, but they will get cheaper and thus more attractive as they go lower and i think theyd be among the first to rebound once the selloff runs the course. They always do. What kind of themes am i talking about here . Whats more cirque elg the wagons around and Cyber Security and an area thats looking more and more essential in the day. Putting 56 million credit cards at risk and the very next month and j. P. Morgan can get hit compromising 76 Million Bank Accounts and its not safe for celebrities to store naked pictures in icloud. You Better Believe that companies and Government Agencies will spend fortunes safe from cyber criminals. Garner, the research firm, expects the global cyber you Security Market will grow from 76 mill twron to 86 million, and i would be surprised. And i think thats conservative. The days like this one that can drag down the entire market, we can have robust bull markets in individual sectors and right now the Cyber Security space is very much in raging bull mode. Thats how longtime pallo alto network had 114 over the last months, that is a little nose bleed territory. Let me give you another example and one i havent talked about. Cyber arc software. Small Israeli Security Company Trading under cybr. Cyber arc came public in the United States and i told you to try to get a piece of the ipo shortly before it happened and the stock rallied at 87 in the first day and climbing to 29. 99 and its seen its shares fall 5 including a nasty 4 decline in todays session. Ever since that explosive ipo ive been wanting to circle back to the company and ive been waiting for it to come in and todays clobbering gives us the perfect opportunity and is this the overhyped deal that comes really strong right out of the gate only to peter out almost immediately or is this a company that we can believe in . Lets go through these questions one at a time, cyber arc software is unique among the Cyber Security plays that i follow. Most of these companies are about defending the perimeter and keeping hackers out with sophisticated fire will walls, but if target, home depot and j. P. Morgan could be hacked then anyone can which means you need a system that can help limit the damage once the hackers get in and thats cyber arcs forte. Cyber arcs software is focused on protecting what is known as Privileged Accounts or administrator accounts and for hackers getting into one of these accounts is holy grail of cyber crime. Every met work has Privileged Accounts and they might belong to your companys system administrators or thirdparty providers as cloudbased providers of service, and from the perspective of Cyber Security, these are the most vulnerable part of the system because they provide complete access to in control of all parts of the information infrastructure including Industrial Control Systems and sensitive business data. Basically a privileged account and lets consider a master key that if you know what youre doing it can let you go anywhere or do anything within a Given Network and it is no wonder that hackers are constantly trying to gain access to these accounts. Once theyre in they can take control of the network and more importantly, steal confidential information or just commit straightup financial fraud. Boo and thats where cyber arc comes in and they protect the Privileged Accounts and protect malicious activity. It has a whole additional layer of security to detect and respond to Cyber Attacks before they can compromise sensitive data. How does it work . It has a number of different tools. There is a password vault that protects and manages all Privileged Accounts across an entire organization. A session manager that monitors every key stroke and mouse click made by these Privileged Accounts. And a threat of Analytics Tool that profiles and analyzes the behavior of individual, privileged account holders like a criminal cyber minds thing so it can set off a warning when it detects any unusual activity, plus cyber arcs software creates a wall around these Privileged Accountses and lets them monitor everything that passes tlie and i think this is a very smart belt and suspenders approach. Think of it as a good, barb wire approach. Whatever analogy floats your arc. Can you make a little joke . Is it so bad . Apparently, a lot of people agree with me and cyber arcs 1500 customers could have 30 of the fortune 500. We know how cyber arc fits into the Network Security food chain. Is it worth own something the company grew revenues at a 33 clip, and you know how much i love that 30percent plus number for growth. Plus it occupies an underpenetrated neech with no real direct competition. If it wants to protect the Privileged Accounts, cyber arc is the way to go. However issue it did shoot into the stratosphere and it goes to the sales estimates. We dont like that. Thats not cheap and its still less expensive than the securities plays. And thats at ten times the 2015 sales. Nose bleed territory for my favorite p. A. I think its too early to tell whether it will be a terrific investment, and that said it could be a great trade right here given that the quiet period ends in a week and a half at which point all of the investment banks involved in the ipo can start rolling out research coverage, and ill bet thats positive because thats just how the business works and one thats coming down where it opened and you dont help bring a Company Public and turn it around and say its a piece of garbage. You can circle the wagons and it does remain the inflated, will palo alto networks. While i like what i see with the software, i need to see the First Quarter before rec menged as a longterm investment and as a trade, i think it makes a ton of sense to buy cyber arc before the ipo quiet period ends and wait for the analysts to roll out the Research Covers which i expect will be buy ratings later this month giving you a chance to ring the register. Its not as watertight as noahs arc and it it might be able to withstand the storm of selling without the stink of two by two animals like bulls and yes, bears. Still ahead, im wondering if wall street is hungry for hairs of zoes kitchen and the power of American Energy or the pain of the 84 pullback. Wouch last night i uncovered my favorite players from the far east and stick around what tonights lightning round has in store, will you . Stay with cramer. So i can reach ally bank 24 7, but there are no branches . 24 7 its just im a little reluctant to try new things. Whats wrong with trying new things . Feel that in your muscles . Yeah. I do. Try a new way to bank, where no branches equals great rates. An Unprecedented Program arting busithat partners businesses with universities across the state. For better access to talent, cutting edge research, and state of the art facilities. And you pay no taxes for ten years. From biotech in brooklyn, to next gen energy in binghamton, to manufacturing in buffalo. Startupny has new businesses popping up across the state. See how startupny can help your business grow at startup. Ny. Gov 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. Its easy to panic on a horrible day like today, but remember the United States is in pretty good shape. Its the rest of the world thats dragging our stock market down. The price of oil gets crushed like we saw today. Thats good news for American Consumers and it saves serious money when they go to buy gasoline. When consumers have more money in their pockets theyre more likely to spend it at a restaurant. Rapidly growing, fast casual Mediterranean Food chain with 125 looks across the south. Zoes is somewhat reminiscent of the early days of chipotle which say huge compliment. Zoes reported a robust quarter with the revenues coming in higher than expected. Samestore sales up, and the company is on track to add 29 to 30 new stores with a 29 increase. It came public at 15 in april and immediately opened above 25. Its trading up to 32 even after the 1 pullback. Can it keep climbing . Lets take a closer look at kevin miles. President and ceo of zoes kitchen. Mr. Miles, welcome to mad money, great to have you. Lets get right to. Normally its not fair to compare anyone to chipotle. They cant live up to the expectations and there was a Company Called baja fresh which i know you were involved with which at one time looked like that be chipotle, is this in your many years of experience with restaurants logical to compare it to chipotle. To have it in the same breath as chipotle is fantastic and we are honored to be in the same breath. Zoes is different and were a unique brand. Were in the mediterranean space and delivering what the customer it looking for today. It looks to me when i read your literature that youre talking about a lifestyle, casual brand. Not casual eating, but lifestyle brand. Correct. Our customers connect to their emotions and attitudes and something that makes them feel good and we ask the customers at you will time, what do you feel . I peel better with fresh fruits, fresh vegetables and lean proteins and its resonating. It looks like you are one of the early adopters of social media to talk and huddle with your customers. Correct. We do a lot of that one to one market. Not one to mass. One to one, what is that consumer looking for today some is she a busy mom looking for a better meal . What is she trying to drive in . What does herr busy day look like and how do we provide that for her some. Youve done a lot of work about the demographic of your customer for a 9 price point, tends to be wealthier can that translate across the country . I think so. Everyone is more educated today around better eating. Yes. And looking for Better Options and that educated consumer is trying to find that and there arent many spaces in the place today that you can do that. And clearly relate mediterranean with better for you food, right . Leading to the word zoes. Mediterranean food has been around for thousands of years, lean proteins, fresh fruits, fresh vegetables and were about delivering goodness to the communities that we serve, not only to the team, customer and great quality food and its better for you when youre eating something predominantly preservative and additivefree and fresh fruit. Did we get away from what food is . The customer is looking for the transparency of food and theyll make the choice ultimately if they still want a burger, theyre going to eat a burger, but they still want to know whats in the burger. You have cheap gasoline where you guys are. For 9 a customer can splurge a little bit more when they have more change in their pocket. The customer across the country and whats nice about zoes and you can have a great lunch for under 10 or a fantastic family meal or mediterranean meals weve kicked off for under 40 for a family of five or six. Here is a tough question. Youre located in dallas. We all know that theres the ebola scare and dallas lost a person to, bo ebola. Is this going to, as previous moments when we had scares, can it cut into casual dining . Specifically around the fast cash all space . Just ebola because i dont know, the cruise ship stocks are all down. A lot of people are feeling that this has gotten unchecked and they cant check it. I think consumers today, again, they want to know really whats going on and dallas was a scare that we watched very closely to understand what that consumer, how they were going to react and we had a potential second scare there as of yesterday and the good news is that person tested negative, so that i think is good, but i do think it it can cut into it if we dont get that under control. Thats across the board. Absolutely. It affects all restaurant stocks and consumers and the dining habits. Do people in the industry, would the industry ever say or petition the government saying we have to get more serious . Because at some point an open borders policy may not be that good for zoes or chipotle or anybody. It would be hard for me to comment. Im a restaurant guy who is making great Mediterranean Food and the like and the government will definitely get involved and restaurant space is highly concerned about that. The commodity prices, across the board going down. What does that mean some do you hedge or what does that mean for your raw costs . For us, were still a Small Company and leveraging our growth. Our Market Basket is relatively diverse. Lots of chicken and lots of lean protein there and produce and fedda chee feta cheese and were still leveraging our growth as we continue to grow across the country. This is the closest one ive seen on chipotle and many people who said it was a concept. This is not a concept and this is a way of eating and to be the next chipotle, thats what you have to be, a lifestyle brand. Kevin miles, president and ceo of zoes kitchen. I know its expensive, but this had is one to watch. Mad money is back after the break. receptionist gunderman group. Gunderman group is growing. Getting in a groove. Growth is gratifying. Goal is to grow. Gotta get greater growth. I just talked to ups. They got expert advise, special discounts, new technologies. Like smart pick ups. Theyll only show up when you print a label and its automatic. We save time and money. Time . Money . Time and money. Awesome. Awesome awesome awesome awesome all awesome i love logistics. Today could be the day. The day we give you hope. Relief. A cure. Today, we believe every life deserves worldclass care. As one of the top four hospitals in the nation, over 100,000 people from around the world come to Cleveland Clinic for care each year. And were ready for you with a Second Opinion or a sameday appointment today today today and everyday. Call today, for an appointment today. Well, it is time, it is time for the lightning round on cramers mad money, its rapidfire calls. [ indiscernible ] play until you hear this sound and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round. Lets go to derek in california. Der derek. Jim, booyah. Firsttime caller. Thank you for calling. Hey, whats going on with timkin steal is what Claus Kleinfeld said last night. Claus klein pelled said aluminum is replacing steel, and people cant handle any negatives right now. I need to go to bob in missouri, bob hey, jim. This is bob from kirkwood, missouri. How are you . Very good. Hey, you were talking about dividend paying stocks and the dividends of them and i was wondering about mlps that are connected to the Energy Sector beaten down like crazy with the price of crude, specifically mmlp. They crushed that thing. They crushed that. Its mart i think its overdone, but you know what . Every day i say that it gets even more overdone, so if i want to start a position in midstream and i would start some tomorrow and i would hold back for the next level and thats what stephanie link and i have been telling people. Be careful, this market does not know a bottom yet. We will know what it looks like. Its not here. Max in florida. Max . I just have a question for you about netflix. Do you think its a good buy and a good hold . I think netflix has to come in more and ill throw in tesla. I think both stocks have held up very, very well and they are going to be the stocks to bounce when things get better. Right now theyre too speculative for me. Lets go to look, thats not a new view, but ive been saying theyre cold stocks and i was looking at netflix and i was hoping it would be down at 20. At 20 i would feel better about it. How about bob in rhode island . Bob . Bob from rhode island. Hi, bob. I would like to get your take if i should hold or sell united rentals. United rentals is under assault and it turned out to be overowned by hedge funds, okay . No matter what they do it seems they cant get it right for the stockholders and it is a Great Company and it is going lower until the Hedge Fund Liquidation period is lower and we are not there yet and it has very little to do with how youre doing which is very well. Cramer, im trying to fill the energy portion of your portfolio and i need shinear energy or kinder morgan. You want to get the plus 5 yield. Im saying lng is not as good as Cheniere Energy partners, but kmi is coming down. We were going back and forth and we think it will go down to 33 and 34 and thats where we will pull the trigger for the rest. Jim in florida, jim . Jimbo. Yo, yo. Booyah to you. Im hoping for good news sunday, but i have my fingers crossed. Whats up . I have a question on Vanguard Natural Resources and bought it it for the dividend and bought more recently because it came down and it was down again today. Do i buy more, do i sell it . What do i do . People have given up this thing like i wouldnt believe, and ill give the same caveat like i have all of hem. I think its okay to buy some and then you have to wait because theres too much pressure and that, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by td ameritrade. With the price of crude falling off a cliff here, the entire oil complex is being obliterated, but not all of these stocks deserve to get slammed. In particular im thinking the Pipeline Companies make the the vast majority of their money from volumebased fees that have nothing to do with the price of oil. If anything with Domestic Production surging, these companies should be benefiting from higher volumes. When awe look the at the stock like Magellan Midstream partners, its getting hammered here, down nine bucks from the high in todays session alone. How does that make sense when roughly 85 of magellans price is feebased. Magellan has 9500 miles of refined pipeline where the company transports, gasoline, diesel and 42 Million Barrels of storage space. At the same time, the company has 1,100 miles of crude oil pipe and they transport black gold to where the refineries and where its needed. Meanwhile, magellan protects you with the distribution that currently yields 3. 25 and the company has raised its payoff, if the company gets pounded its yield can create a cushion. Lets check in with michael meres and hes the the chairman and ceo of Magellan Midstream partners. Learn more about where the company is doing and welcome back to mad money. Good to see you, sir. You probably have a handle better than almost anyone in the country about how much crude we have. Is there just a huge glut developing in this country . Had there is a significant glut occurring in this downry right now. Its across multiple basins and its in texas, in colorado, its in north dakota. Producers are really ramping up their drilling. It creates opportunities for Infrastructure Companies such as us to get the routes from the production fields to the refineries and were capitalizing on that. Youre putting in another premium pipe. Will there well be 3 million of barrels a day coming. Those projections change every week. How can that be somehow can something so big like that change some i think the technology improves. Right. And thats one of the primary drivers there. The producers are improving theec it tech every day. Theyre expanding the production in that field and the efficiency of the production is growing and those production forecasts, we havent seen an end to that and its rather shocking to us, you know, just a few years ago we thought once we completed the two pipelines weve got in place that would be enough. Were not so sure now. We may need more pipeline infrastructure. Is it possible that if we cant export our domestic oil mooi might drop. There might be an impact on price and production if we dont o lou exports. The light production in this country is reaching record levels and it will soon reach the point where the refineries cant process at all. So at that point thats going to be the critical point and probable not for another year or two, but thats where the rubber will meet the road and 60 to 70 is probable too low. I think there are things that can be done to optimize the use of that light crude. I think there are things that can be built. Thats what youre doing. Please explain what that does because weve talked about it a bunch of times on the show about how the splitters can be. Under current u. S. Law you cannot export unprocessed crude. So a condensate splitter splits it into various products. The biggest products that come are finished diesel and jet fuel and naftas which are precursors for gasoline. So once youve done that you can export those products and keep them domestically and one of the benefits of doing that domestically is you can optimize where you take the finished product and you dont have to put it on a ship and take it overseas and what needs to go overseas and keep here what needs to be here. We do have that. Corpus christi, we have a large facility and the capability to build 3 million more garls and were looking at new, potential marine facilities to prepare ourselves for this potential export capability and were looking up and down the gulf coast for the best place to put this and so its something that were actively developing. Do you think that there is a move by some of the opec nations to get the price of oil lower so that were not able to develop what we can develop and they ruined the pricing umbrella . Thats certainly a theory. Thats the first step theyve taken to indicate that thats the path theyre going take. I think its interesting to see how far theyd go, if we got down to the kind of numbers you talked about, 70 crude and whether theyd stay true to that or not is an open question, but i think theyre trying to perhaps set that fear out there, perhaps that theyre willing to do that to affect production, but i dont think it will do anything in the short term. How about the 15 that you have that is commodity related and do you think thats behind the decliners or just the whole group . Think its the whole group. That 15 is not hurting you. On that particular 15 its a particular type of blending we do in our business and were seeing record high margins there. Thats not whats hurting the industry right now or the its a group wide issue. I know youre putting it in and there is the sense that everywhere we know theres oil theres a lot more oil than we thought. I understand, from the way i look at it, the price of oil doesnt matter to you, right . It just really doesnt matter to you. Generally speaking, thats true. At some point it matters to us, but if you look at our business in total the biggest portion of our business is Refined Products and if the price comes down, what we expect refined product would go up. Ours is 9 year over year is which is unusual. Thats what matters. Michael mears, chairman and ceo of Magellan Midstream partners. Its not about whats happening at magellan which is real good. Stick with cramer. 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 ghave a nice flight r bag right here. 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 most ontime flights are nothing if we cant get your things there too. Its no wonder more People Choose delta than any other airline. An Unprecedented Program arting busithat partners businesses with universities across the state. For better access to talent, cutting edge research, and state of the art facilities. And you pay no taxes for ten years. From biotech in brooklyn, to next gen energy in binghamton, to manufacturing in buffalo. Startupny has new businesses popping up across the state. See how startupny can help your business grow at startup. Ny. Gov i have 40,ney do you have in your pocket right now . 21. Could something that small make an impact on something as big as your retirement . I dont think so. Well if you start putting that towards your retirement every week and let it grow over time, for twenty to thirty years, that retirement challenge might not seem so big after all. Look, im in favor of buying dip, but can we wait for the dip to end . I think the market still has further to fall because just think about it like this, we came into 2014 and there were much, much, good things happening. Europe was Getting Better and we didnt have an ebola scare. We thought that the middle east was under control and now ebola, the breakout. Everyones worried. Okay. Europe coming off the rail, all right . The middle east and very destabilized and throw in china. How about we wait for a further decline from the top. Thats all im saying. Just sit tight. Not saying cash out. Theres always a bull market somewhere and i promise to find somewhere and i promise to find it for you on mad narrator in this episode of american greed. A pharmaceutical giant is accused of putting profits over patients. Pfizer pharmaceuticals goes beyond fda limits and pushes a pain pill called bextra to the masses. This was about putting bottom line above the patients lives, and thats wrong. Narrator the illegal marketing has already cost some the ultimate price. [ monitor beeping ] and later, in southern california, jeanetta standefor convinces 600 investors their cash is rescuing homeowners from foreclosure. It felt like everyone was going to win. Narrator the wouldbe marketing mogul relies on friends, relatives, and

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