In full force. And they want to know they want to know with guns blazing, how can i be so cavalier on the eve of yet another showdown in europe between germany and greece, a showdown that shaped the whole days trading with the averages off hard nearly most of the session until rumors of a deal between the two rallied the market, with the dow still sinking seven points. The basically basically flat lined and the nasdaq advancing. 28 . All on the thought that maybe theres a deal in europe. What kind of pollyanna am i to ignore this . I say hold on a second. First, am i the only one who thinks that were blowing all of this way out of proportion . Not unlike that horror story scooby doo on monster island with the tag line this time the monsters are real . Lets say that greeces finance minister, who will surely be played by Jason Statham, actually does stare down germanys angela merkel, and merkel blinks, which appears to be the case. What happens . I think our stock market probably goes through the roof because theres so much sideline waiting for this tragedy to play out positively. Talk of an imminent deal heats up according to some terrific reporting by my colleague michelle carusocabrera. On the other hand, lets say it turns out an exasperated merkel played by anna gunn decides to pull the plug on greece because shes sick of the greek antics. Lets say she lets greece go bellyup . Then what happens . Given that we rallied at the end of the day believing a deal will not fall through, if it did, i think maybe europe just goes to maybe 5 . Maybe we go down to 3 . Assuming merkel pulls the plug what happens the day after . How about Jason Statham offers my plan the 70year stretch. Then we rally right back. Maybe even go higher within minutes of the news. I mean whats the point . More importantly, what really happens under the socalled disaster scenario . The one where greece gets booted out of the eurozone. People are a lot smarter than i am but without a tv show would tell you this could have some down sides. A sudden collapse of yields among jordan corporate bonds. Perhaps could even impact the federal reserves actions. Keep the dollar from going skyhigh versus the euro. Who the heck knows . Lets talk about stuff that we do know. This morning pepsico reported an unbelievably fabulous quarter, with terrific organic growth and amazing gross margins, causing earnings to swell far beyond where i thought they could go sending the stock up 2. 41 to finish over 100 for the first time. It did so despite being huge in russia of all places. Russia is starting to look less solvent than it did in the great collapse of 1998. Its become an international pariah. We could argue that it certainly is on sturdier ground than 1941 the High Water Mark for the germans. Ironically, the home of leo tolstoy, who wrote war and peace. I think peace is broken out in the soda aisle of the supermarket as cocacola and pepsico have accepted the ruinous nature of the multiple year price wars and have quietly stopped going down there and giving each other the business. Thats right. Its the end of the soda price wars. So heres what you really need to know. If we get a genuine greco russian we know ceo ingenuity is going to deliver anyway, because thats what she does. Thats the power of the combination of frito lay and pepsico. So why should i freak out about the dollar ramifications of the soap opera . You think the greek resolution is going to impact which reported a sterling number and shot up to still one more alltime high . Do you think that people will stop shelling out the big bucks to cure their dogs of Atopic Dermatitis . You think greece getting kicked out of the eurozone is going to impact swine herd wellness . Think again. You think Biotech Companies will stop dialing 1800labrat to reach charles labs . Its kind of like the mythical 555 area code. But the results were anything but mythical. Sending the stock flying up 3. 44. Almost 5 . Pretty much as ceo jim foster has laid out numerous times right here on mad money. And while were at it, how is the alldomestic rite aid stock going to be impacted by the european showdown that some record could reprise the reprisal . I think rite aid shelled out a couple billion bucks to buy a pharmacy benefit manager to go after those big Corporate Accounts that cbs does so well with. A titanic struggle might give you a chance to buy that stock below 8 before it resumes. I know what youre thinking. Its not just greece thats hot as. 44 magnum. Its not luck to see what apples built to reach a 725 billion market capitalization. Its not happenstance that chipotle is starting to roar back to life. Martin marietta on an amazing quarter will still give you fabulous numbers if ukrainerussia tensions flare or the fed leaks to its favorite reporter that it might raise rates in june, or u. S. Might put boots on the ground versus isis or several Oil Companies cease to pay their debts. So heres what i need you to do. You need to recognize that europe has been the gift that keeps on giving literally for years now. With each new crisis creating incredible buying opportunities in our domestic companies. Which means we have to stop worrying about greekss bearing gifts and start embracing the gift horse, as if its seabiscuit or Even National velvet. And you have to make peace with one of these ideas. With the idea of keeping some index fund powder dry for when the hedge funds freak out or force others to freak out and sell what they own, because they cant process the real impact of a financial war between the wealthiest state in europe. One last thing. The reason i dont have to worry about the greek monster in the closet besides my empirical night light, is that so many others are already worried. I have long since learned that its my job to spot when everyone is worried about something, because that means its hardly an unknown event. Notice i didnt use the term black swan, because thats a too cool for school hedge fund term. So hes the bottom line. Am i oblivious to the real issues out there . No. In reality the rest of the european centric folks are oblivious to the opportunities right here. Frankly for the sake of better entry points i hope it stays that way. To vince in pennsylvania. Vince . Caller jim good evening. And a happy belated birthday. I appreciate that. Whats happening . Caller want to thank you and all the crew for helping me out over the years as well. Got a smart crew going here. Whats up . Caller got a question on sea seadrill. Do you think seadrill is a buy now . Okay, let me ask you a question. Seadrill in the food chain of horrible companies, its right down there at the low. Why not up your game and go with a schlumberger . Schlumberger is a great company, whether oil is at 40 or 140. Seadrill is a roll of the dice. And we dont want to roll the dice. Can i go to ken in georgia, please . Ken. Caller hey, jim. Thanks for what you do for the average investor. Doing my best. Caller hey, i got a big position in petrobras. Should i hold on . A lot of times ive learned you think hey, i only have 6 to lose. If you lose the 6, its pretty awful. I think its one of the most undermanaged companies ive ever seen in my career. It is not too late to salvage the 6. But remember, petrobras symbols pbr, and theres only one pbr. Can i go to robert in arizona . Caller hey, how you doing . Not bad, you . Caller booyah to you and belated birthday wishes. Thank you. Caller my question is on dell chemical. Considering how flat theyve been the last three months and volatility of oil prices and their income being down from 2013 their net income, what are your thoughts on dow . I think dow is doing a terrific job. I think andrew livers is doing a great job. I think whats happening at that company is theyre improving the gross margins. They had a bit of a problem with activist. Got a little distracted. Going to be a lowcost producer of high quality proprietary products. By the way, dupont i know we talk a lot about nelson pelts. You know you make money if you buy what he says after he says it. Ive got to tell you. If he leaves i think dupont goes back down a lot. So i like dow, but not because of the activist. I like dupont in part because of the activists. Its the gift that keeps on giving. There are opportunities. Ill help you find them. Cisco reported a big quarter after the close. Youve got to stay with me on that, because i know that that stock could have a big move tomorrow. Then 700 billion. Apple is the First Company in history to earn such a massive market cap, but is it really worth as much as google and microsoft combined . Why dont 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. While others go in circles. And repeat themselves. We choose to carve our own path, in the pursuit of exhilaration. The 306 horsepower lexus gs. Experience the next level of performance, and theres no going back. Im always on the lookout for huge transcendent themes and i think 2015 could be the year we embrace the connectivity revolution. Im talking about the internet of things where nearly every appliance can be connected to the web to improve the efficiency of any process you care to name. Whos at the very heart of this revolution . Cisco. The networking giant thats all about the physical backbone of the internet as well as being a terrific play on online security. Cisco just reported a truly terrific quarter after the close. Delivering off a 51 cent basis. Higher than expected revenues. Up 7 year over year. Robust for switchers and reuters. It was put simply extraordinary. Plus the company gave you a dividend boost which means the stock yields north of 3 . Hard to find right now. Cisco has them both, which is why i think the stock can trade higher. Lets find out more about the quarter and where his company is headed. Welcome back to mad money. Jim, its a pleasure to be with you again, but youve got to call me john. Fair enough john. A lot of people were moaning that United States isnt that strong. Many people are bemoaning europe. You had incredible strength in the United States, but amazing strength in europe. What are you offering the other guys dont have . Well, jim i think you nailed it. I watched your program here a week or two ago and you said you might be all about yourself on europe, but i think you actually called it very accurate. I think europe is in a return state. It was minus 4 growth just a short time ago. Two quarters ago, it was plustwo. This quarter it was plusseven. Without russia its plusnine. Were talking about how do you bring this digittization, this connectivity of everything you referred to earlier, to countries and to businesses. And you will see countries in europe move faster than the u. S. In terms of digitizeing their whole economy, digitizing their business changing their gdp growth job creation, health care and education. Were right in the sweet spot of all of those. Interesting enough, we grew 20 in southern europe. 17 in uk. 12 in germany. It was a clean sweep in europe. Just a great job by our team. But its business outcomes not selling reuters and switches. I think thats important, john, because i think trying to figure out routers, how are the switchers. I think seems that whats happened is the internet of all things has taken over. And people are digitizing cars. Lots of work on cars houses towns. And to think that youre this kind of hardware or this kind of hardware is not looking at the new cisco. Am i right . Youre absolutely right, jim. And while routers and switchers grew well in this quarter and 11 growth in switching, 2 in routing in a market that was contracting was very good. Our data grew at 40 . Our wireless business grew at 18 . Collaboration was back. It grew at 10 . Security only grew at 6 but it will grow better. What were doing is combining those to get business outcomes. It doesnt matter whether its the automobile companies, where were almost always the number one communications player. Or how companies go to the home. Were right in the sweet spot of those. But it is a lot more as you alluded to. We think it is five to ten times the Economic Impact of the internet to date whats about to occur, when every business every car becomes digitized. Thats kind of its extraordinary, because i know that there was a time when i was concerned about set top boxes. And i know you always point out whats not strong. Does it even matter anymore, that particular business . It seemed to be the only data point that wasnt usually up to strength this quarter. Jim, its a fair question. Set top boxes all the way through the data sent aerocenter and the cloud. They care about first mobility then video, then the cloud, then how quickly to deliver services. Were in all of those end to end. Our movement in terms of Video Service provider is clearly into the crowd. Set top boxes are a part of that. In terms of its relevancy, its relatively small in terms of its value. Youre right. Every other segment of our business grew 6 or more, almost without exception in terms of portfolio. So it was very strong. A lot of people are going to ask me because im american youre american, theyll say wait a second how come europe knows more than we do . We thought we were ahead of europe. We understood china might be ahead. Why has europe figured this out and we havent . Well, i think in terms of American Innovation and how quickly our enterprise customers are moving its been a very good example. Our commercial customers grew 12 . What youre seeing in europe however is the leaders, chancellor merkel in the uk president hollande in france Prime Minister cameron in the uk. If i said merkel i meant germany on that. They all understand digitizing their countries is the number one goal. Health care education, a new generation for their Enterprise Business etc. This is something the u. S. Has to learn. Its like net neutrality. Net neutrality is not about a transaction of nebraska new regulation. It is about how do you get broadband to every citizen in the country. I think were lag on that. We used to lead and were slowing down. American innovation, its strong and its there, but i think weve got to think about digitizing our countries at a much faster pace. India gets it. China gets it. Russia gets it. Germany gets it. Southern europe gets it. Weve got to pick up the pace here. I hope they listen to you in washington. John, another thing. Kelly cramer first time on the call cfo, great job. The cash flow is extraordinary, and youre buying back stock and increasing the dividend. How about this repatriation of capital. You still have a lot of money overseas. Id like to see that happen back to the point of american competitiveness. As weve discussed many times before, were noncompetitive in our tax structure. Were the only one thinking about a nonterritorial system. You have literally probably a trillion to come back to the u. S. I think theres a chance with the new transportation bill to do something creative with repatriation of funds. Youre not going to tax people on income theyve already earned in prior years. But you can say lets get a compromise here. Use some of the money we bring back for Repatriation Fund rebuild our infrastructure, highways, cities. Use some of it as a tax that we will pay at a reasonable amount Single Digits when we come back and use most of it to reinvest in america. I think the time should happen. I think well get a shot at it this summer. Odds, less than 50 50, but its a lot better than a year ago. I think people have to understand what youre doing these days. Youre talking about how it was the 1990s for the internet. Can you compare that era to whats going on now with cloudbased systems for us . Absolutely jim. And you and i have been around for a very long time. And by the way, congratulations on your ten years of leading mad money. Thank you. But youve reinvented yourself. And ive done the same thing here at cisco. Weve reinvented ourselves regularly. Most people when i talk to them about the mid 90s, they forget that we led the whole industry on outsourcing and manufacturing and how that was not a core competency for us. How you use services to produce outcomes. How you do acquisitions when acquisitions used to mean you were going to lose share. We show people how you take an acquisition with 10 million in revenue and turn it into 13 billion. We were the ones that learned how to close our books in literally 24 hours. We organized our company to do that. The companies that came to cisco, not just for our technology, but learned how we did this. Youre seeing the same thing again. This time, to your point its about cloud. Its about digitization. Its about Organization Changes that you have to do. Its about how do you do fast organization with agility in a very uncertain market. Cisco is not just back in vogue. Were leading again. Five to ten times more Economic Impact. It really feels good jim. We need to get better at articulating that to many of your viewers, and to many of our viewers. Last question a little bit of time. You used to talk about how much data is expanding, and everyone kind of said oh, chambers is just hes way too aggressive. Its far faster expanding than you even thought five years ago, right . Absolutely. Most of the projections weve made, jim, over the last 20 years, especially the last five have been conservative not so far out as many people thought. Wow. Ill tell you john this was the breakout quarter. The stocks been terrific all year last year. Just a great job. John chambers. The chairman and ceo of cisco systems. Great to see you sir, thank you for coming on. Jim, its a pleasure as always. Look forward to being on with you next quarter. Thank you. The stocks going higher. Mad money is book. Coming up, still ripe for the picking . Apples market cap hits the historic 700 billion mark. But does this tech giant really have what it takes to keep sprouting Massive Gains . Or will it crumble under the weight of everyones Great Expectations . Cramers biting into this one. At ally bank no branches equals great rates. Its a fact. Kind of like mute buttons equal danger. That sound good . Not being on this phone call sounds good. Its not muted. Was that you jason . It was geoffrey it was jason. It couldve been brenda. Some stocks just might be worth a lot more than you think. Sometimes the ceos know it. But other times they dont. Apples tim cook, for example, knows it. Hes been borrowing money and buying back shares at apple because he understands that his stock is much cheaper than most people realize. In an era where the average stock sells at about 18 times earnings, its outandout ridiculous that apple sells at a merely 14 times earnings given its Balance Sheet, sustainability of earnings, breadth of product and wondrous engineering. I think apple is being held back because of skepticism. The first stock to ever hit that level. I say wait a second. Three years ago, people were skeptical about apples market cap when it eclipsed the total value of the entire stock markets of spain and portugal. Then last year apple drew skepticism when its value exceeded that of the russian stock market. Now im hearing concerns that its well above microsoft and google combined and thats not right. Im calling bs. These comparisons remind me of what babe ruth said to be said to a critic what babe ruth said to a critic in the press, who questioned how it was possible that ruth making 80 grand a year could actually be paid at a higher level than president herbert hoover, who was only pulling down 75 grand. I know ruth told the skeptic, but i had a better year than he did. Right now, tim cook is simply having a better year than microsoft and google and russia combined. Hes vanquishing samsung, taking a huge share in china. And hes about to roll the whole Retail Industry with apple pay. Plus, when they figure out how to read your Blood Pressure with that new apple watch, well be able to sync with your cardiologist and a potential heart attack. That watch will be dirtcheap if it can monitor your Blood Pressure. Im calling it the i live. In short, apples stock should be worth more. Perhaps much more which is why, as always i say dont trade it own it but like i told you before some executives simply dont understand that their companies are worth far more than they think. Our travel trust has a large position in general motors. Why . Because we believe this mid 30 stock is worth 48 a share. How come . First, Ceo Mary Barra has done a remarkable job. Second, maybe its better to be lucky than good. She does have the right products for lower gasoline prices. Lots of gasguzzling trucks and suvs. Third, she brought in the most unassailable legal figure of our time, ken feinberg. What barra hasnt done though unlike tim cook is maximize all the capital in gms Balance Sheet by repurchasing a gigantic amount of stock. Earlier today, i questioned the wisdom of being too aggressive with that cash, in case theres a big downturn in the economy. I wondered allowed if harry wilson, the man widely accredited with helping save gm through its massive exemption isnt too optimistic for trying to aggressively expand the buyback. However, the simple fact is wilsons got a point here. Gm is about 37 billion in liquidity, mostly cash and credit, and it can afford to do a huge offer above the market price, bringing in a monster amount of stock in a move that will be incredible for shareholders, like my childhood trust. Im warming up to this idea. Because wilson doesnt want mary barra to go which would be wrong. He simply wants to changestructure. Barra should consider this option. Its worked for some of the smartest executives out there, including harry singleton, with the buybacks. It can work for general motors, too. Its a much better use of cash than say how about building up a car financing business. That could be deadly in a downturn. Let me give you my bottom line. Its time to recognize that tim cook is babe ruth. And that barra should take a bow for her performance and buy back gms stock like a banshee. Why dont we go to bobby in georgia. Bobby . Caller hello, jim. Thanks for taking my call. My pleasure. Caller my stock is microsoft, jim. Ive owned this stock for a couple years. Had a great return. And of course, we love the dividend. I have a couple concerns about one would be the amount of shares thats outstanding, and also the debt. Would you hold or sell this stock here . All right, unfortunately its been a real underperformer of late. We think the potential on the Balance Sheet is quite good. If you back out the cash it looks pretty good meaning you offset the debt that you just raised with the cash. They have a lot of divisions that we spun off. They could rationalize the company. Its not expensive. It did not have a great quarter. It had a worse outlook. Im urging patience. Because theres too much value there and it will be brought out. What happened last time was painful. Lets go to hal in South Carolina. Caller booyah, jim. Good job on the etfs. Which one was that . Im sorry. One more time . Im sorry. Caller Johnson Johnson. Okay look Johnson Johnson did not have a great quarter and did not have a great outlook. And my travel trust sold it. My hope is that they do better later in the year. But it was just not a good quarter. And if you go read through it you really felt like jeez right now, theyre just not doing as well as i thought. And that was why my trust sold it. Lets go to bruce in new jersey. Caller hi, jim, how you doing . How about you, bruce . Caller im doing great. Happy belated birthday. Youre one of my favorites of all time. I want to know what you think about aal. Im changing my lineup of how i rate the airlines. Im putting that number one now, because theyve become, again, a transaction atob company. B is going to be southwestern. The symbol luv. Three is aal. I no longer think oil is going to go down to below 83. Oil is a key determinant of americans price. Fares is the key determinant of spirits and those look great for save, the symbol for spirit. I think its time to take a page out of tim cooks book and buy back some stock. Both these names are worth more than you think. Much more mad money, including drilling into a dental player. Put the sparkle back in your portfolio . Ive got the ceo. How about time for a checkup. Im taking a closer look at your stocks to see if nay can keep the bears at bay. And an electric edition of the lightning round is just ahead. Stick with cramer. Tomorrow kick off the trading day with squawk on the street, live from post nine at the nyse. 110 is the new 40 out there. Amen. Right. That would make you like 20. Dog years. Exactly. It all starts at 9 00 a. M. Eastern. Heres a lesson for you. When a high Quality Company reports its earnings, dont let the stock markets initial reaction cloud your judgment. Take henry schein. In addition to being a major supplier of vaccines, we havent talked about that enough a business in the spotlight courtesy of the unfortunate Measles Outbreak in the country. Ive been long a fan of henry schein, in part because its got incredibly consistent growth marginsa and strong accelerating growth. Recovering to close up seven cents. Thats a huge swing. That makes a lot of sense because the results are pretty darn good. The company delivered an earnings beat. The company took market share in each of its segments. Reaffirmed its guidance for 2015 despite the strong dollar. Henry schein has rallied 9. 5 since we last spoke to the ceo six months ago. Up more than 90 since november of 2012. It is still worth buying. Dont take it from me. Lets check in with Stanley Bergmann the ceo. Welcome back to mad money. Good to see you, sir. Good to see you. When i first met you look its always been a great business, the dental consumables, but theres a little bit more of a wow factor now with both vaccines and Animal HealthAnimal Health being the Fastest Growing of all health. Vaccines being on the hot seat. People seemed to misinterpret the quarter because of one particular aspect of dental that really was difficult to compare. How would you describe that . Well i think and we dont know we havent seen all the reports yet, but i think there were some that overreacted to a slightly negative amount of sales in the dental equipment area that was driven really because the accelerated appreciation was only reinstated for about a tenday period. It was just too late. The reason i bring that up i want people at home to understand when a high Quality Company that has been so consistent as yours and maybe one of the top ten consistent companies, has a price break of 4, dont just sell. Take a hard look. Because some of these divisions you have are really on fire. The consumables. The veterinary. And weve got to talk Animal Health. Is that the Fastest Growing category right now . Well Animal Health is driven worldwide by the middle class who are buying more pets. Its as simple as that. And of course the baby boomers. Now, also at the same time the vaccine business in the news that some people are balking from vaccines. But overall, it would seem that vaccines are maybe the most important aspect of what youre doing right now. Jim, where would we be without vaccines . Just think about it. Polio. Measles. Flu. All of these areas, all the baby vaccines. Well there are people who obviously are not who are balking, who think that vaccines have a negative aspect to health. I mean you hear that im sure in your business all the time. Well of course. Im not a physician, but what i do know is the volume of vaccines that are shipped around the world, not only in this country, but in the developing world, where would we be without vaccines . Are we ready for the next epidemic . My concern is that we have skated through ebola, just like we skated through sars. We skated through the haiti tragedy. The world is not ready for pandemic planning and Emergency Response to tragedy. We just are not ready. We react, we move in. What can we do . This is something i think about a lot, especially because we have a lull right now. Ebola czar and the czar thought his job was done. Is the job done . I wouldnt say the job is done, but its almost done. We had three failed states. Health care states. No one worried about it. If it was a military issue, wed be worried about it. But because it was health, we let them fail. Were not keeping pandemic out of this country. Were not stopping it at the borders. We need to make sure were planning for pandemics. Its got to be Public Private partnerships. Us, the private sector working with government and ngos to make sure we have a pandemic plan in place. Lets go back over what i think is the major drivers. Positive demographic trends. Technological improvements. Focus on preventative care. And consolidation of practitioners. Which of these drivers are going to play out best for you in 2015 . Theyre all working in tandem. Plus, the big thing is technology. Yes, we will have more people going into primary care, into wellness programs. Because of the Affordable Care act. Affordable care. So we dont have more money. So what we need to do is make sure that people we prevent people from getting sick rather than take care of them when theyre getting sick. So henry schein its actually preventative. Thats our business. Dental medical. Its the physician. We want to keep people out of the hospital. And then of course the pets is the big play. Middle class baby boomer grow opportunities. Ive identified your Company Along with mckesson, cvs, most consistent companies that we talk about. A lot of the du jour work. I think it remains a mustown stock for individuals at home. Thats stanley bergman, the chairman and ceo of henry schein. Consistent growth is everything in this market. Mad money is back. Theres nothing more romantic than a spontaneous moment. So why pause to take a pill . And why stop what youre doing to find a bathroom . With cialis for daily use, you dont have to plan around either. Its the only daily tablet approved to treat erectile dysfunction so you can be Ready Anytime the moment is right. Plus cialis treats the frustrating urinary symptoms of bph, like needing to go frequently, day or night. 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I think the stock market is saying it is overvalued. But im going to say down here dont give up on brian. Okay lets go to bill in South Carolina. Bill. Caller hello jim. How you doing today . Doing real well how about you . Caller a sunny South Carolina booyah to you. Simple and good. Caller i like the banks here. Im looking at bb t. I totally agree. I also licey, by the way. My favorite is suntrust. Every single one of the technicals. Ke key, by the way. My favorite is suntrust. Every single one of the technicals. Jim in north carolina. Jim . Caller booyah from the queen city charlotte, north carolina. Thats right. I was aware of that. Not the rose city which is winstonsalem. Whats going on . Caller i know the sector has taken a hit, but i like to know about quantum services. Is it a buy . No. Its infrastructure. Infrastructure is just no good right now. I just cant go for it. Im just not going to go for it. Too risky. Just too risky. Lets go to robert in new york. Robert . Caller hey jim, how you doing . Thanks for your love for the market. I want to know about Arcadia Health care. I think Substance Abuse and behavioral unfortunately is a very big growth market, and those guys are real players. A terrific story. Lets go to phyllis in new jersey. Phyllis . Caller hi jim. Its a pleasure to speak with you. An entertainer extraordinaire. Thank you very much. Caller ive had a longtime stake in viacom and would appreciate on your thoughts to buy, sell hold. Im going to have to say dont buy. Time warner just put up a great number today. A beautiful number. Jeff bukis just delivers and delivers. So why do we have to be in someone who does not deliver . Make the swap. Lets go to scott in wisconsin. Scott . Caller hello, jim. I really appreciate your show. Thank you. Caller ive been watching boeing for a couple of months now waiting for it to drop down to the bottom of its trading range. Now after its big jump up do you foresee it dropping back . No. I think Jim Mcinerney delivered an amazing quarter. We were saying listen, you got defense together. Got the dream liner right. Got the tanker con trangttract terrific. You know what . If that stock went below 140, you would have to just stand there and buy it. Thats how strong boeings earnings cycle is right now. Lets go to steve in pennsylvania. Steve . Caller hey, jimbo. Etp. You know this one has been taken to the wood shed too much. I have my back and forth with kelsey warren, but i do think that stock should be bought right here. My favorite remains of the nonmlps is enterprise. Lets go to amy in maryland. Amy. Caller hi. I was wondering if you thought freesale semiconductor is a buy . Cyprus semi is the best. Lets go to doug in north carolina. Doug . Caller yes, sir, how are you doing . Doing great. Caller need to ask you about amgen. Amgen is good, but regeneron is no longer loved. I prefer to amgen. Lets go to mark in tennessee. Mark . Caller booyah, coach cramer. Booyah. Caller my stock is affymetrix. This has been a serial disappointor. Ive got to do more work on it. I cant believe this thing has nine lives. That, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by td ameritrade. We live in a complex world. Greek exits, rogue groups of terrorists overseas. Just had the president commit more resources to fight against isis today. You need to make sure youre ready in case something unexpected sends this market south. This is where you call me, tell me your top five holdings. Maybe you need to mix it up a little. Jim cramer twitter doing a lot better lately. So lets start with a tweet from mess with a bull. They write, am i diversified . Bank of america, under armour haliburton gilead and facebook, madtweets. Lets take a look at this. All right. Okay bank bank of america, doing okay. Under armour, i like the quarter. No one else seemed to. Gilead. I liked the quarter, nobody else seemed to. Thats biotech. Facebook, everybody liked it. We have oil, internet drug, apparel, bank. That is perfection lou in west virginia. Caller hey, jim. Kudos to your great staff. Theyre unbelievable. Caller they are great. My stocks are alcoa, general electric, flextronics, ipo pharma, and xilinxs. Theyre not booing theyre louing xilinxs, not that happy with the last quarter. The new way to be able to hopefully cure cancer someday. Flextronics, fabulous quarter. General e lektlectricelectric. Industrial materials, and another semi. Were going to get rid of this one. See you later. And im going to put in let me see. Let me see. Lets put in cisco. Good quarter. Ciscos too much like flextronics. We cant do that. Put in a little changeup. Put in American Electric power. Aep. Thats the move. Chris in nevada please. Chris. Caller firsttime caller. A big booyah from las vegas. Thank you. Caller am i diversified. My stock symbols are ge amgn hpq, pfe, and qlys. Okay. Okay. Okay. All right. Hp, just straight out tech. Amgen is biotech. Ge diversified industrial. Pfizer is drug. And qualys. Were going to keep you with packard, because i like the split. Were also going to give we have good yield. We have three and a half. Thats what were going to do. Get rid of q, and put in aep, and weve got a good portfolio with good yield. Lets do that now. One more. Lets go to alfred in michigan. Alfred . Caller hey jim, how you doing . Booyah from detroit michigan. Detroit, not enough callers from detroit lately. Whats up . Caller ive got my stocks here. Pepsi, colgate intel, apple, and exxon mobil. Am i diversified . All right. Weve got this. This is a little bit easy here because pepsico, we think ingenuity is the greatest. Colgate a massive beat. I have not talked enough about that technology company. Really kind of looks like a couple package industry but its almost all tech. We have tech. We have beverage. We have toothpaste consumer product. Exxon, largest oil company. And intel. Uhoh, weve got intel and we have apple. Thats no good. We dont trade apple, we own it. So were going to have to get rid of intel and were going to have to add yes, the good old favorite bristol myers. Make that change tomorrow. Youve got too much tech in that. That does worry me. All right, stick with cramer anything . No. You . No. Aflac what are you guys looking for . Claims legend has it these hills are full of em. It can take months for an Insurance Claim to surface. Claimin takes patience. Aflac paid my claim in one day. They got some newfangled kinda one day payin machine . Hehehehe yea, i got aflac at work. Aflac. In just one day, we approve and pay. One day pay, only from aflac. Aflac. A couple very solid quarters. Fireeye, really good cyber security. A lot of viewers have called on that one. It looks like its going back. Maybe not to the alltime highs, but certainly higher than the 30s. I liked the cisco quarter very much. Good growth good yield. Hard to find those two. Skechers. They blew it out. A lot of you were worried. Skechers totally delivered. I think that was one of the better apparel quarters of the whole 2015. On the downside tesla, i didnt like the orders there. And panera. Looks like that disappointed again. Maybe theres more to come there. Got to find out whether panera is really on the road back or not. Id like to say theres always a bull market somewhere and i promise to try to find it just for you right here on mad money. Im jim cramer and i will see you tomorrow male narrator tonight on restaurant startup these food truck favorites have conquered the streets now theyre ready for the next level. Two best friends with a wacky brand but serious ambition. We believe that lloyd has national potential, and we want you guys to help us get there. Narrator two newlyweds planning a prosperous future. Our dream is to open restaurants in every major market in the u. S. And the world too. Wow. Narrator with hundreds of thousands of dollars on the line, will one of them earn an investment from joe or tim . Joe bastianich owns a portfolio of 30 restaurants, along with eataly, a high end italian market. Tim love is a celebrity chef with six awardwinning restaurants and a retail empire