Hallelujah its tempting to use the broad data to explain the performance. Why not . Its easy, spoon fed and never sounds wrong. For example, we got jobless claims this morning that when lumped with the other numbers from the last four weeks results in the lowest unemployment filing since 2000, thats right, not since the great recession, but the year 2000, 14 years ago and thats extraordinary. Good reason to buy stocks. Buy, buy, buy or talk about positive data that came out from china and europe last night both of which indicate that all is not lost. I like these ideas. I like them because they comply with my checklist for an investable bottom, and the checklist, despite the na saying negativity of jim cramer on twitter has nailed this one nine ways to sunday. Or we could say that the issues that brought us down yesterday, the decline in oil and the shootings in ottawa did not impact us today because oil was higher and there was no further violence in canada, making it clear that the fluid situation which panicked so many in the last hours of trading yesterday, was indeed behind us. I like these reasons, too. There was a ton of short selling yesterday and the the usual hedge funds and doing the usual things about bringing down the market to make their years which have not been so great and these people had gambled like mad to switch directions. You know what they were . They were offsides and they were yellow flagged for it by losing money today they can blame the fed as if a rally needs to be blamed on anyone. After all, i like it when stocks go higher even if it makes the sellers angry and you might, too, if you have a 401 k . If we have a growth in the country with no inflation, its clear the endless focus on the the fed is a dodge for those that dont want to do homework on the individual stocks leading the rally. You might have to set your alarm for 3 45 a. M. And maybe you have to turn off the world series or thursday night football. Its a lot more if fun to mouth the same old same old about the fed or do what i do, find out why the leaders are going up and whats the impact on the market in general. Remember, when i said all of the concerns on my checklist were settled we could then return to actual performance of individual companies. As measured by their earnings reports and thats exactly whats happening rid now and it happened all day today. If you want to know how this period is going in general, in other words, do that aggregate thing that i dont really care for. Sales are up 5 and earnings are up 11 which are not bad, but as is often the case in the war between the bulls and the bears, small unit combat is what really decides the battles. Thats the action in individual stocks and ive got ten of them that i think define todays action and are the real reason why we could run so much, and so you know what . Lets do this. Take them down in alphabet cal order. The ten stocks that ignited todays rally with news that shocked people into recognizing the strength of this earnings season, drum roll, please. First is american airlines. This is the bellwether for the airlines and one of my favorites ever since the merger between american and u. S. Air which has brought tremendous consolidation and many have seen profits to the group for the first time ever. Americans earnings reports basically said. Buy, buy, buy because of great visibility and remember the Lower Oil Price . Lower jet fuel costs this was an amazing quarter and i have to tell you the whole group was taken up. A week ago the stock was knocking at deaths door, 28. Today it was at 38. Talk about a move. Next caterpillar caterpilland m everyone who owns it feel bad. [ crying ] funny thing happened, though, when caterpillar reported you got a major upside earnings surprise. The bears were all over me to say negative things. Hey, jim, you dont know what youre talking about emails, oh, i treasure them. Anyway, heres what i have to say thats negative. Bears, pound sand. Can you imagine what number it can print when things are good . No wonder they keep buying back stock. Its cheap. Celgene had had the flagship antiblood cancer drug up 19 . And it was a breathtaking quarter with fabulous commentary about the success of some of the companys new cancer drugs that i didnt even know about right on top of some encouraging news about the breakthrough crohns disease. Rallying 5. 64 as it plowed through 100 a share. It also cost the rest of the biotechs to roar especially regeneron which hit a new alltime high. Diamond offshore, symbol d. O. , and i dont talk about it much. This cohort of offshore Drilling Companies has been in its own personal horrendous bear market. For one of the weakest players delivering an upside surprise that aloud the heavily shorted group to bottom. It looks like brazil is about to go full board of drilling, i didnt know that, and it may not be just a glint in the eye of the bears beholder. Fifth, lots of people expected 3m to blow up because of the heavy exposure to overseas markets and the weakening international jog raves guaranteed a disappointment, i mean, didnt they . Oops didnt happen. As a matter of fact just the opposite. 3m reported a pictureperfect number and caused all of us to scramble and it is a bigcap stock and rallied six bucks in one session. Thulin, the ceo of 3m being gets my word as best ceo of the reporting period so far. Thats a high honor. Oreilly automotive is a company i dont talk much about. This is a special retailer of autoparts and reported gigantic increase to samestore sales. Oreilly is a reminder of the resilience of the american consumer. What a blowaway number. Tenbuck rally. Seventh, the big industrials have caught a bunch of downgrades this quarter and everyones gotten so negative on them which is why parkerhannifin shocked the market by announcing a 35 million Share Buyback today and then gave you an astounding 31 dividend boost and no one was looking for that a week ahead of when it reports. People went ga ga sending the stock up 7. 25, you thought the industrials were helped by europe, china, whatever, p. H. , they say youre wrong. Symbol n. O. W. , it helps corporate i. T. Departments, Information Technology, run. We brought them on in april after the Company Reported a stellar quarter, but its stock got stung because the cloud cohort was out of favor. Today it delivered a similarly fantastic quarter and the stock soared 10 and it was ready to run again and thats exactly what happened to the rest of the group including sales force. Com and work day, my two other fifes. 9th, i have adored Union Pacific for so long that ive come to take its amazing earnings for granted and todays numbers with net income up 19 and that includes coal and it includes some amazing industrial carloads and intermodal, just astonish me. U. S. Commerce is on fire, people. You couldnt get the unp number without it. Finally, a funny one, tractor supply, and this is a darling of the retail midway shocked those up on it. It gave you fantastic samestore sales numbers. Why does it matter . Because tractor supply, i use it as an analog. Its an analog to home depot, lowes and costco and many other retailers and different housed goes sold within the store and its a fabulous sign. I could have selected many others and we had alibaba at barclays that tells me the stock is going 110, taking yahoo with it and courtesy of an amazing positive presentation, and simmerex, reassured many who worried about a decline in oil as to one that well speak to later on with the show and tomorrow well be back with the battle site with the Semiconductor Equipment giant kla, up 11, 12, whatever after the close going hammer and tongues with another loiz amazon report, but the bottom line is that the troops who fight for the bulls crushed for the bears today in vicious hand to hand combat and that, more than anything else, really did cause the stocks to rally. How about saul in florida . Saul how are you . Im real good because people when watched show probably made money today except for the short sellers. How can i help . With the holidays coming up, how do you feel about macys. Jc penney said things arent that bad arent that good. I hoped the macys sflagship tor is under reconstruction. That doesnt matter and a huge part of the sales and i think macys is good and i like the stock and you should own it. Frank. Booyah, jimmy, how are you doing . Ive been real good. How about you, partner. Okay. Hanging in there and thanks for all you do. Thank you my question is on boulder brands, i know the stock is doing bad. Your opinion, should we hold . No. This is no. I know this we had them on, you know. Ive been skeptical, but i have to tell you, this is no white wave and hain, both of which i reiterate my buys. Hain and white wave. Lou in michigan. Lou. Jim, booyah from the great lakes state. We love michigan here. Ive been holding on to discover financial for about a year now and theyve done really well, but ive got two questions. First off, are there any plans on discover being included in apple pay and if not, should i be worried and maybe err on the side of caution, sell it and take my profits . You know, its funny. That was not the quarter that i wanted and i do prefer visa and mastercard to it, but it didnt really it got hit, and then it bounced right back and thats why i am going to tell you that i want you to hold on to discover because its much cheaper than visa and mastercard. The one that was a real stinker was capital one and i thought they would have a good quarter. Youre fine with discover. How about donny in florida. Booyah, jim booyah. Id like to know about mankind. Should i hole, sell, buy . Heres what people told me that i shouldnt get too excited about it and i felt it would be this inhaleable diabetes and people told me, listen, it will not be taken up by doctors that much. Here ate way i look at it, mankind. I have so many celgenes and so many regenerons and so many agos, have you guys been watching that one lately . I dont need no mankind. Its easy to attribute todays rally to unemployment or the fed, but welcome to my world. I find out what is actually happening, whats going on, why and the impact on the overall market. The bulls crushed the bears in hand to hand combat and thats why stocks rallied. Mad money tonight, from crock pots to machines, youre using the brands, but should you own the stock after percolating today. While the buzz continues over apple pay, the street is still stunned by ibms tech, and the winners and the losers and your morning cup of orange juice and fluid, what do they have come common . A stock that soared today. Im revealing it. 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. Can the american oil and gas renaissance really continue now that the price of crude has come down to the low 80s . This morning we heard from flow tech, ftk, one of the leading manufacturers of environmentally friendly, and they have completion and production. The company has engineered a complex nano fluid that improves hydraulic fracturing while reducing the need for horsepower, water and propane. In short, it it makes the whole darn process more efficient and helps producers get more out of the ground. It has a Drilling Technology business that improves while Drilling Technology that increases the speed of hor zont issal drilling. By the way, they also use citrus in the chemicals. Flow tech has seen the stock come crashing and the price of oil came down and they reported this morning and the results were fantastic and sending it up 10 single session. They delivered a high er tha expected revenues that rose 19 year over year and it was 21. 2 . Even better, the injurement said october is trending well with no negative impact from the volatility of Commodity Prices and thats huge and it makes me think the stock can have much more upside. Dont take it from me, the chairman, president of flotek industries. Welcome to mad money qwest. Good to see you. We talked about the technology of oil drilling and we can take oil out of the ground must faster and what were really thinking is its flotek. We have patented technology and put emfas oits intellectual portfolio, but you hit it right on the head. You talked about something that i was a little, say, in disbelief that youre using citrus to do the job. Sure. So a part of that citrus oil is a product called delimony and its a solvent and we put that into a complex nano fluid droplet and it goes into guys like halliburton and it creates the opportunity for the larger oil molecule to come out of the hard rock in the horizontal wells and have a chance to get more production. Do you think if the environmentals would be more inclined to think that fracing is not the worst thing to ever happen in our country. Were getting ready to work in california and i believe thats part of the reasons and i believe its part of the citrus component of the product. Oil has come down. A lot of the people feel the product was cancelled and you were quite bullish in the call, even including the numbers weve had had now. Weve had a consistent message whether the hoil is at 105 or 85. You dont people back then that you dont do it just because you can afford to do it. You need to use the technology because its the right thing to do. This industry as been at all costs, cut costs. Right. They have a code for that called on optimizing. If you can validate value, you should consider using valueadded technology. Look, as oil goes down, theyre forced to use flotek, to save money. Well, as you know, a lot of these independents have got this break over between what the cash flow is and what the amount they have to spend to keep drilling. So we really believe at 85 you can even make a stronger case for using the flotek, technology. If im a guy, im not using flotek and then i hire you, how much more can i get out of the ground and how fast. We looked at over 66,000 wells with Completion Data and production data and 15 of those in the last three years have used that complex nano fluid technology you recommended and on average its what the data says and this had is data provided by the E P Companies that you will get a 20 uplift and the traditional technology. Even if oil was at 82, we shouldnt think the renaissance is in jeopardy. No, not at all. Tell people about the actual companies that you work for . Because we like them and people are trying to figure out where flotek fits in and you do list your biggest clients. Sure. Its the distribution Business Model and we sell into the Business Companies like the schlumbergers and the bakers and they rebrand it and they push it out to the anadarkos or the nobles and the apaches and those are the folks that use the technology. Its an Engineering Company and its a Technology Company and why do people not understand this is american engineering. Look, you and i when we did go out to dinner, we talked about the idea that this is an industry that we have revitalized and that a flotek has revitalized and you know the numbers of how much employment has been created because of the shale revolution and theyve gone in the last year and a half for about 400 people to 530. We talked about this morning how we have the highest number of revenue per employee and operating income per employee. We think in the industry. You do . Yes, we do. Its all because the people of floparticular ek that have driven the performance of flotek. One last question, youre moving to california, and i know you know the shale business. Have we found all of the oil well find in this courtry . I dont think so, jim. I think the environmental effort has curtailed finding more and more of that california, and your state here, new york, is another that property exploited and there is an opportunity to improve what were doing right now. I have to tell you, its a great story and i feel very strongly that you are, the environmentals will be stunned and i mentioned because we also had a drink at work, that i did drink fracing fluid from halliburton. Yes. Jim brown gave me some. Hes a pal of mine. Let me ask you, does yours taste better . I would have to say that it does. Who have the orange juice tang. Ill be drinking your stuff and telling people to buy your stock. The chairman and ceo of flotek industries. When i say its an engineering and Technology Business, this is the guy who is powering the engineering and technology that is doing such a great job with the country. Stay with cramer. When you get a 12point swing from top to bottom in a 29 stock in a single reporting day as we got yesterday from boeing. Five up and 12 down to be specific and then you dont have to investigate further because it means somethings gone wrong with the reporting process in general and maybe the stock in particular. It typically means that someone has misled investors creating a false sense of positivity and reality drove it back down and thats not always the case and it certainly wasnt the case with boeing which had a shocking decline yesterday and barely a bounce on todays amazingly positive session. To be sure the swing of boeings stock is a cautionary tale, and about the way that analysts perceived boeing which led to Credit Suisse downgrading the company today and the way aftermarket trading is something you shouldnt be involved with. First, when boeing reported early yesterday morning it raised the guidance substantially which was important because the previous quarter was considered a major disappointment. Go look at the headlines and they were jumpily positive on every lineitem and truly seemed to rebut the cash flow worries from the previous quarter. Investors immediately breathed a sigh of relief and pushed the stock up five bucks from the 129 level in premarket trading and it all unraveled shockingly on the call and just a few minutes into the numbers and the subsequent questions and neither of which could be reflected in the actual earnings release. Going into the quarter, boeing had experienced a very nice rally from the low at 120 and we were excited after last quarters disappointment and the stock ran out after the Airline Stocks had had rallied dramatically. Thats important because boeing trades with the performance of the airlines. One look the at how boeings stock traded during the sars epidemic tells you why it is so virer vital to get the panic under control. From the sars, from the 18 of the world hardest hit by it, asia, boeings stock fell 35 down to 27. When the sars epidemic got under control the stock recovered that much and then some. So the postebola panic rally is real, substantial. However, when we got into the nittygritty of boeings numbers it was pretty clear that it all came from a wide range of boeing planes and it very specifically did not come from the brand new 787. In fact, we learned in the q a and only in the q a that the dream liner wasnt making any money. Boeing apparently is still losing money and some would say gobs of money from every single plane and its much harder to calculate and it didnt matter and the stock got crushed and im sure that the people who work at boeing were somewhat surprised at the action in their stock. Remember, Everything Else was pretty darn great for boeing and most especially the amazing demand for planes and the Company Assured analyst that 2015 would be the year that it would have assemble the release which brings me to the crux of the issue. I dont know what boeing really could have done more right, so to speak when it reported. Was the company supposed to say in its headline, raised earnings despite dream liner . Was it it supposed to fly how the plane is still in deficit something that would have been disingenuous because the earnings and cash flow are real regardless of how theyre made. The answer relies in the process, if you trade the stock, then you run the risk of being annihilated on the Conference Call that you havent heard before you trade and thats what happened with boeing and let me give you the bottom line. The 12point swingdown wasnt the fault of boeing at all, but you should blame the process of gun jumping for the losses. You cant presume anything with the company with as many moving parts as boeing and people did and they paid a steep price as the stock got slammed yesterday and barely participated in todays magnificent rally. Norman in california. Norman . Hey, jim, a big North Hollywood booyah to you. I like that. How can i help . Jim, i have a few momentum stocks that lost their momentum, but when they were up i sold enough to have a small number of shares. I dont have enough shares to make sense to sell off some of them, so i wonder, should i sell or should i hold for possible future upside surprise . The main one is cree, but the same question applies to pandora and zynga. You just named three that really had it. Thats terrible. I would not only that stock. Im glad its up. I would not own it. Zyngas got new management, and i kind of like it. The third one was cree pandora, i cant stand. All right . I mean, it gets taken over and i never recommend stock on a takeover basis when the numbers arent that good. I have three that you i prefer you not to be in. Lets go to brian in pennsylvania. Brian . Hi, jim. How are you . Im watching K Latin America a 10 cor go up ten points and im glad i told people to buy it. Whats up . I bought southwest airlines, one year ago at 17. Its doubled in price since then. Im not so worried about the ebola scare, but i would like to know if now is the time to sell and if so what stock should take the place. This is really important because first of all, there are two different disciplines youve got here. One is a core position and that you wouldnt sell, but the second discipline is bulls make money and bears make money and hogs get slaughtered. Play with the houses money and then let it run. Southwest air did not run today and people were presuming it wasnt good. It is great and its the strongest performer as opposed to american that had a monster good number. Play with the houses money and play forever. Never presume, you pay the price if you presume anything especially when it comes to a complicated stock like boeing and much more mad money ahead e special he one on the mound of the world series and in the kitchen. From baseball to baked goods in one hot stock and one of the Worlds Largest tech distributors. Want to know who is cleaning up . Youre any to find out. Im fired up in a brand new edition of the lightning round. Stick with cramer. The all new, head turning cadillac ats coupe. Its irresistible. Er year as we head into the holidays i like to take the pulse of the consumer, you know that. The best way to do it is by talking to jardon, jah. 120 different brands and many of them are household names, crock pots, oster blenders, toasters, Yankee Candles and my favorite, margarita, and jardon has a long history of finding these small niche markets and making itself the number one player in each of them and savvy acquisitions or by technology editions, but after huge runups the stock has been flat lately and year to date and that is until this morning when jardon had higher than expected revenues that rose 19 year over year and an astounding 6. 4 sales growth and the company that ive been dealing with launched a 280basis point increase and they made it after the sales in response, 3. 29 jump, 5. 6 and jardon had had been given a gain and it rallied 75 since we told you to buy it after checking in with management two years ago. The stock is still cheap at 14 times earnings and the the longterm growth rate makes no sense to me and lets take a closer look with the cofounder, chairman and former ceo of jardon to hear more about the quarter and his company prospects. Welcome back. Thank you very much. Good to see you. Nice to see you, too. I was looking at a very good analyst, j. P. Morgan did an alert yesterday and did what we were looking for, was looking at a 3 growth and its one of these things where i can say tell me how you did it. I dont know how you did it. Its across the whole group. Resilience. And the fact that you said it yourself, market leadership in niche markets where weve got products that have a good Value Proposition and when people are in the mood to buy, the night thing is they tend to want to buy our product which is great. 3m was huge today and i feel like youre the 3m of your brand business. How many of these products existed five years ago . Well, in general i will tell you without picking individual products i can tell you that this products been around for 100someodd years. The reality is about a third of our products have been introduced within the past three years. So a new product introductions, this is a brand New Invention and skis are brand new. The rfid technology. Your idea . No. If it had been my idea, were on the wrong team. But these are basically what youre taking as oldfashioned brands, ball jar, coming up with a new twist. Yeah. That makes it so its not prosaic. Its products people use in their everyday lives that we like to improve every year. The gross margin improvement and you were talking about onshoring and remember about the raw costs . Some of it is a shift in mix. It does include an anniversary Yankee Candle. Its a high gross margin business. You yourself wasnt happy with the quarter of yankee. The reality is overall we look for businesses that will enhance the organic growth levels as a whole and that can improve our overall average ebitda margins and weve been building our portfolio that way. Every time we introduce a new product the gross margin criteria has to be higher than the product it replaces. Lets talk about real Gross Margins and this had is something this had is a this is actual fashion. Its function thats becoming i wouldnt say fashionable, but i would say because its functional it doesnt need to be ugly and thats the great thing about marmot. What its doing is creating a product thats pleasant to wear, very comfortable and has great functionality and theyve really hit home runs with the Product Design and its showing in the numbers. Were growing midteens on an organic. I thought this was incredible to do midteens. As much as i love northface and columbia, theyre not putting up those numbers. We want to be that company in the years to come. Theyve had a struggle for a long period of time. The numbers for this, im looking for you guys to turn this on. Is this going to be more holiday . Is it a Strong Quarter for Yankee Candle coming up. Q4 is Yankee Candle. Its Consumer Solutions and the appliance type businesses and the ski businesses and theyre locked and loaded because we take order pretty big in the business. Youre in all of the major retailers, but youre also 40 overseas. Yes. You use the term europe is not a disaster. I wish, can you give me more color. We doubled our business in spain. Were not a huge player in spain and there are economies that have been hit so hard that as they recover youre beginning to see comparative improvements. So the comps are pretty easy if you want to think of it that way. I think at the same time a lot of our products in europe are much more staple type of products. For example, our baby business from the map of gloves that we make and theyre here, but basically, products that are used whatever the economy so we didnt get hurt that much in the downturn and we tend to get a bit of a pickup. One, because i have it, this is the hottest drink. The margaritaville . The margarita is the best drink in the world. Sell well . This is the highest price point item. Right. The margaritaville line has been from nothing to being a significant business. And then we have the world series numbers so far that havent been that good and we have rawlins and sports. Versus video games where people sit inside and get fat. How is outdoor really working in sports . The outdoor business and theres Outdoor Sports and team sports and you see how the companies that have been performing pretty well in the outdoor business, wear that for the long term and some sports go in in some cycles and baseballs had a tougher period, but the reality is were in lots of different sports. When it snows we sell a lot of skis and our Winter Business has been doing quite well with marmot. So its all about diversification for us. Remarkable quarter. The stock is going higher. This was the best quarter in all of the years that ive known you. This is the best one weve talked about. Martin franklin, the cofounder and chairman of jarden. This is smoke. Mad money is back after the break. A pet friendly hotel. Visit a tripadvisor pet friendly hotel. With millions of reviews, tripadvisor makes any destination better. It is time it is time for the lightning round on cramers mad money, what is that . That is about rapidfire calls. I tell you to buy, buy, buy, or sell, sell, sell, my staff prepares it. Play until we hear this sound and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money, lets start with maxin in puerto ri rico. Booyah from puerto rico. I love puerto rico, so much, i go there every holiday. I want to know about cove iedian, cov. We have to apply that to e. W. , Life Sciences and i think the stock goes much, much higher. Edwards Life Sciences. How about we go to tom in arizona, tom . Hi had, jim, how are you today . Im doing good, how are you . I bought it prior to the earnings and dividends. If it comes back down, should i buy more . Theyll have to get the new ceo on and well get it from the horses mouth and well be able to make a decision. Until then, no, dont buy more. Lets go to mark in wisconsin, mark . Jim, a while back i called you and asked about a limited partnership, cvr, the ticker symbol, uan, at the time you were noncommittal because of the high dividend payout just a little less than 12 , i was wondering if youd had a chance to form an opinion. Its not for me. Its got some others, too, but thats right now a business in a think if. I just dont want to be there. Lets go to anthony in new york. A nth me . Bahbahbahbahbooyeah professor cramer theres someone who has real game. You should be in our fantasy league. This is anthony from home of the famous bar san miguel, and what i want to know, mr. Cramer, skechers, beat on the bottom, beat on the top, buy, sell or hold, where is this thing going . I was trying to get to people on jim cramer on twitter. Is that my bad . Absolutely. Ive been inundated and doing a lot of other companies and the dow stocks and so many others. Ive not had a chance and the quarter looked good and the people didnt tell me the guidance was a blowaway and i would love for the company to come on, too, but the stock is heightened. I want to go to celeste this connecticut. Celeste hi, jim. Im a beauty and facebook is my beast and i want to hold and own and not take the profits like your alert said, can i do it . No, stephanie and i were going over that this morning and we did a video together and shes corporal fund manager of the Charitable Trust and we both feel its run up so much in advance that you have to take a little bit off the table and if we were not restricted because we mentioned it we would be selling this amount. Facebook is very heightened and thats a little bit worrisome, and that, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by t. D. Ameritrade. Last week right into the teeth of the hideous selloff i made a checklist for what had to go right, and boy, oh, boy, are we rallying now. The tech had a rebound and remember, this was shortly after microchip, the Semiconductor Company had disappointed in a big way. Since then weve seen a bunch of positive report froms all over the tech sector including the semis like kla tencor up 13 and microsoft, too. This morning the newfound strength in tech was confirmed what avnet, avt, reported a terrific quarter. For those that dont remember, avnet is the supermarket of technology in the world. Theyre the distributor of semican conductors as well as Information Technology hardware, software and services, huge business. In short, this company can give you a read on the state of the Technology Business and they delivered a fivecent earnings beat and it was higher than expected revenues that rose 7. 7 year over year. Whats more, the market loved the results and the stock jumping 2. 7 response and take a lowser look with the ceo of avnet to hear more about the quarter and what the future looks like with the whole technology complex. Welcome back to mad money, thank you, jim, a pleasure to be back. Im confused because this quarter you had one of those businesses do poorly and i looked at it last august and it was terrific. You had the United States strong and most important you were buying back your stock more aggressively than ive seen in a long time and i figure that you like the mosaic of whats happening right now or you wouldnt be buying so much stock. Jim, thats absolutely correct. The overall growth that 7. 8 reported was supported by 5. 6 and thats been the sixth quarter in a row of solid, organic growth for overall businesses and there are always puts and takes and the computer business in asia was more disappointing than we expected and overall, the six quarters of growth i talked about are computer business on the global basis got back in the game with solid, organic growth even on their number, so put that all together and when you take a look at the buyback, we talked about 18 million we had executed through the end of the September Quarter, but with the recent dip and the gyrations in the market with the disciplined approach and our standing schedule of participation and current authorization we were able to take advantage of the recent dip over the last week or so and stepped up to another 55 million of buyback just through the first three weeks of q2. When you see a microchip saying things are in disarray and you see the other companies doing well, my take is that there are pockets of real strength and not just strength, but real strength that you wouldnt get that high organic number, is the United States right now leading in this world in terms of development for technology . So, jim, in our computer business it definitely led the September Quarter with the strongest year on year growth up about 11 . Were still seeing rell atively stronger growth followed by europe and we talked about that the last couple of quarters and we did have positive growth in the americas and of the three regions it was not the strongest growth. I know in the Conference Call you said our version is to buy our own stock. Is there not much for sale or is the consolidation done in your industry . I dont know if its completely done, jim, but the big drivers of a lot of our activity in the 2000s were in our consolidation and building out our geographic footprint. Neither of those plays is 100 done, but a lot of the consolidation has been done and now the nature of our m a and were interested in promoting capital and the nature of it has changed now for opportunities for us with such a large, consolidated market share, how can we advance in adjays enzis and this was the driver behind the msc deal that we talked about the business over the last year. The nature of the m a is changing, but we remain very, very interested in deploying capital into those types of opportunities where we can find all of the pieces coming together. We dont talk about the Technology Solutions business which is so huge for you. Minus 15 which you said you would try to put a task force to find out what really happened and it was very honest in the call and you were forthcoming and americas 11. 2 . Are you at liberty to say who those clients are or one or two of them that are doing so much business . Even if i had them, jim, i dont think you would recognize them and theyre servicing a broad section of medium to Large Businesses for our suppliers. The overall business for us is about 15 of overall global t. S. Revenues and that 15 miss there primarily concentrated in our markets of australia, new zealand and we have determined where some of those pockets are and there wasnt one particular vendor or one trend that we can say this was a letdown here and this was a broad base overall and were making sure we adjust the resources to keep in touch with the market realities. One last question. Are we too gloomy in i watch us and i watch everybody and then i read your numbers and youre the biggest mosaic of technology that i watch and you shot the lights out. Are we too gloomy . I dont know if were too gloomy. We have to separate the world into things we can control and into things that we cant and stay focused on those that we can and have the issues that may come up and arise and we just keep doing the right things and over time the rest takes care of itself. Congratulations. We talked about buybacks that are wasted and this is a buyback that is working. Thank you so much, sir. Thank you, jim. This company buys back stock when it has a great visibility for whats going to happen. I think you should join them. Stick with cramer. Theres confidence. Then theres trusting your vehicle maintenance to ford service confidence. Our expertise, technology, and high quality parts means your peace of mind. Its no wonder last year we sold over three million tires. And during the big tire event, get up to 140 in mailin rebates on four select tires. After the close, kla 10 cor, Semiconductor Equipment announces a 1650 special dividend, a while since weve seen those. Microsoft with a big beat and amazon, horrendous, two out of three aint bad. Theres always a bull market somewhere and i promise to find somewhere and i promise to find it for you on narrator in this episode of american greed. Arthur williams jr. , a southside chicago streettough turned counterfeiting craftsman. His bills impeccable. The case agent testified at art jr. s sentencing that they were probably the best quality hed ever seen. Narrator he rolls millions off the press, but makes the mistake of turning it into a family affair. His dad asked him, so, son, what are you doing for a living . Art says, well, dad, i make money. Okay, how do you make money . I make money. Im a counterfeiter