Sell sell sell. Youre often avoiding pain, but youre also likely to miss the big opportunities. Sometimes you need t deal with a bit of anguish to be in a position to rack up the longterm gains, but thats very hard to do if youre always flitting in and out of stocks at a moments notice. We see this thinking play out every day including today. The nasdaq dipped and i frankly find the behavior disturbing. Theres no clear example of this sort of stock not owning, but renting than facebook. For the last couple days, the stock has been under pressure. The reason . A Research Note came out recently saying that what facebook reports in roughly two weeks, it might disappointed [ baby crying ] holy cow. A stock thats up big with a quarter that might disappointed . Isnt that a clarion call to sell sell sell . Cmon, right . S wait a second. Every single Time Facebook has reported, there have been rumors it could be a rocky quarter. The problem is, if you really want to risk selling the stock of a company all over the front pages with new and exciting devices, interesting methods of advertising, communication, a juggernaut without peer except perhaps for snapchat for a very small portion of its business. Do you want to dump the stock now when the market has become remarkably forgiving . Do you think you can get out of facebook and then back in again if things are nearterm solve, but long term great with a fantastic future . Believe me, i obsess about these issues all the time. Mime charitable truth bought facebook in the 20s. Do you know how many times ive wanted to trade out of this structure for fear that it would go down after it reported . Trading out of the earnings may be tempting, the Research Director for the trust, he spotted a pattern thats happened all too on which after this company reports. Facebook has beaten both the revenue and earnings per share numbers in seven out of the last eight quarters. The company has raised its forecast eight out of eight times, causing analysts to raid their own estimates by 15 on average in the days following each respective release. That frankly is outstanding. Yet despate that amazingly strong history, how has the stock down . After the last eight quarters, facebook has closed down 50 of the time. In the week following its Earnings Report the shares have traded lower 63 of the time, with that pattern, how can you not want to sell going into earnings . The odds favor the stock will be lower a week later. Dont you have to get out ahead of the quarter . Wrong. [ buzzer ] heres the issue. Facebook has appreciated an average of 9 from one quarter to the next. The initial skepticism provides a buying opportunity, yet renting and flipping facebook has proven to be a suckers name thats a lot of effort to avoid, and heaven help you if this happening to be one of the Earnings Report where the stock actually goes up. Oy feel pretty much the same way about amazon. Is there any doubt this company is doing well even as retail sales are down this month, and by the way, traffic at the mall is down huge. Maybe as much as mid teens, double digits. Wow. Amazon is delivers one step ahead of the posse. I think the consumer hayes turned against going to the mall, except for cosmetics, a new necessity because of the new highresolution screen demands that you be made up before going out the door. Someone said i looked like plus the millennial hate materialism and they dont want to waste time shopping. Its a huge change. Thats why amazon has been such a longterm winner, but short term . This is a quarter where all of the socalled in the know analysts have said that amazon will spend too much money and the number they report nest week on april 21st could be very disappointing. So the other day i pointed this out and the stock rallies and yahoo, and twitter come out with gujz blazing saying i kept them out of the best stock ever other made them sell it ahead of a fantastic run. I was just trying to give people a headsup about a potential chatter. I, what do i really think of amaz amazon . There are instances where i recognize that my arnlz is inferior to others. I prefer bob peck. Hes over at suntrust. I calm him that, because hes kept me positive through owns a highprofile stock like amazon. He provides a valuable perspective, putting out amazon web services, that one division could be worth 100 billion. That means the Actual Company you think of as amazon isnt nearly as expensive as it seems, even with the market capitalization entirely of, web service is the new mall. You high them and they get the job done better than you can. I cant easily say dont worry about the quarter, but if i do that and it turns out to be the heavy spending quarter that most are talking about, and estimates have to be slashed going forward, ill be the butt of a joke. People will be playing the clips saying you know exactly what im talking about. So i offer the caution not to get you out of the stock, but to warn you about a speed bump that might be jarring depending on your tolerance risk. Just remember that theres a Web Services Division thats worth a ton of money, and its not reflected in the stocks valuation now. In the end i think the shortterm thinking is insane. If you want a perfect example why, we did a live show almost two years ago from ville notch nova. My dad what there. It was sensational. I remember starbucks reporting right while we were filming. The moment the number was reported, it got hammer mercilessly. I looked at the results during the commercial break, better earnings, better samestore sales. I thought it was crazy that the stock was being crushed. However, i also wished at that moment, which was going through my head, that i had warned people if the stock runs ahead of the quarter it could give up some gains, and then some, even on a good number, so they could avoid this anguish. Now, on a weiss bit of coincidence tomorrow jay wright, the coach from villanova, will be ringing the opening bell. I hope to get to see him and interview them and starbucks reports next thursday. Im hearing that the quarter may not be a barnburner. , a going back to the fabulous day at nova, you know what . I could even see the decline in the chafrt. In fact the stock is exactly double since that day at the fieldhouse. Thank heavens i kept my mouth shut. Heres the bottom line. Stocks dont always get it right short term. If you play the shortterm game, i think you might not be getting it right, either. Better to thing long term, better to own facebook from 28 or from starbucks to 30 to 60, to 621 now, than to sell them in order to sidestep a couple bucks, and a few hours in the house of pain. Barney in pennsylvania, barney . Caller ive never heard you comment on intreksen. They appear to have about the only weapon dealing with the zika disease. I heard bill miller about two months ago on cnbc discussing this company that turns out to be the second biggest position behind amazon, what do you think . The 848 break where i did cross talk with squawk. You know, i talked with bill and thought it was an interesting speculation. Weve done a lot of work on it on the show. I dont know if it will actually work, but its a good spec. An marie in new york . Caller i dont understand why mcdonalds p. E. Seems low compared to the rest of the group when the stock has had such a big runs. The earnings are doing terrifically, and lot of it is easterbrook doing some job, and theres new technology theyre rolling owl. I my that mcdonalds at 127 is still a buy. Thats right. I think the stock can go up from here. Lets go to robert in texas. Robert . Caller yeah, jim, thanks for taking my call. No problem. Caller im a huge fan of the show. The question i have today for you is a petroleum. I got in a couple months ago. I doubled my money. I just dont know what to do i realize take half off. If oil doesnt go to 50, that stock will go back to 8. Its had a nice runoff. Heres the problem with whiting. They have some expensive problems. I did work on a company that went bankrupt, bought a lot of stock and oil, and whiting did that, too. So lets be careful, ring the register on half the whiting. A stock like facebook isnt made for rentic. Shortterm thinking i think could be difficult and not only that, i think it could be dangerous. On mad money its a company you use every day behind a ton of your interactions online and you dont realize it. Im revealing what it is just ahead. Then it was supposed to be the worst earnings season in seven years, but its more of a boom than a bust. And name the stocks that are shining the brightest and game does that stop has been feeling the pressure, but is it in trouble . Im sitting down with the ceo after analyst day to find out whats next with the company. Why dont you still with cramer . Dont miss a second of mad money. Follow 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. This just got interesting. Why pause to take a pill . Or stop to find a bathroom . Cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. Tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex do not take cialis if you take nitrates for chest pain, or adempas for pulmonary hypertension, as it may cause an unsafe drop in blood pressure. Do not drink alcohol in excess. Side effects may include headache, upset stomach, delayed backache or muscle ache. To avoid longterm injury, get medical help right away for an erection lasting more than four hours. If you have any sudden decrease or loss in hearing or vision, or any symptoms of an allergic reaction, stop taking cialis and get medical help right away. Ask your doctor about cialis and a 200 savings card if you want to understand the character of this market, its really worth looking at the leaders, specifically the stocks that manage to join that exalted group known as the new high list. Today a Small Company called the Rubicon Project just made a high. Its programmatic ad buying. They have taken the process of purchasing and selling Digital Advertising and automate it with one of the realtime cloudbasedsh that processes trillions of transactions each month. They amass a huge quapt of data that they then use to help their client get the most bang. Theres i know i can cut half of my ad budget, i just dont know which ad to cut. It turns what had been an art into a science. The rise of digital may seem like old news, but the fact is were still in the middle of a shirr from old media to digital, which only accounts for about a quarter of the global market, and the programmatic segment is by far the fastest growing. They have plenty of competent fridays alphabet, however the Rubicon Project remains the largest independent automated solution. Plus the Company Reported a fabulous quarter, acceleratingsh and a gigantic 39 cents earnings i think thats a part of the reason why the stone only sells at 19 times earnings. Lets take a closer look with the chief Financial Officer of the Rubicon Project. Welcome to mad money. Good to see you, sir. Have a seat. So i was thinking when i started, we had all these companies that did all this advertising stuff. They all never made any money and went bust. You guys are making a lot of money and doesnt seem like only a few people left that you are competing with. First, thank you for having me on the show. Its a real pleasure. Sure. Its automating advertising, as you said. We talked about why that matters and what does it actually mean . As you stated, marksers have faced the conundrum of not knowing where their return was coming from from the marketing investment. Even now we have marketers that are purchasing 300 million u. S. Television house dlds, which in the Digital World is so as we moved into the Digital World, two very important things happen. One is that ability to measure and precisely matched that demographic rirm for that campaign can in and out by done on a person by person basis. The second thing thats important is the inventory, those places where the marketers can find their audience and have an impress exploded as a result, you need the automation in order to reach out. Definitely when i think of that, i think why not use google . Why do i need rue i con . The Rubicon Project means we have a complete solution. From the customers standpoint, an agency other advertiser can reach their audience through any type of inventory through across any media, whether its display or video, and across any type of a platform, and it also connecting buyers and sellers directly. There are very, very few participants that actually can complete ha holistic solution. Why is that . There used to be dozens of tuning. Why did so Many Companies not compete anymore . Theres a number of companies in the sector. Many of them are focused on specific elements of the markets, so for example, just mobile or just video, or just on the buyers side. When you think about that complete solution, rube i zonal projects, its google and facebook that primarily operates within its domain. Google did what happened if they decide to give it away . Google for a long time has had a great provenance with the long tail aspect. Were talking about smaller advertisers that can leverage their search business. They do a terrific job. Right. Whats happened with respect to the development of Rubicon Project we release one of the largest we reach over a billion people. I know you have some clients. When you say we reach, you mean certain clients big clients. Our customers are some of the largest publishers in the world. Viacom, ebay, walmart. All of the major agencies. Through that we reach over a billion people worldwide. We will use 50,000 Machine Learning al go rims, artificial intelligence, if you will, processing up to 9 trillion bit requests every single month. That type of processing power, and that time of data has given us a tremendous advantage. So has the complete solution. Some of the premium publishers are competitive with google, because they have their own do you tell customers the metric that that you get, would they know it ahead of time . You say, listen, i only want to do it at 3 . What happens . Let me use a parochial example. Lets say youre a wall street journal salesperson, and move to the online, and youre selling an ad in the marketplace section. Well, you know the content and youre going to call who you think will best match that and negotiate prices, you might call ford and kmart and after a period of time youll arrive at some insertion order and you will have your deal. Now enter the Digital World. That particular placement we now provide that particular salesperson with an enormous amount of data by which they can precisely say, i can actually increase my cpm by virtue of my knowledge of all the data. Now the marketer on the other hand, theyre willing to pay no a more targeted ad. If its forte and they want to promote their f150, but a certain promotion in california, they might want to promote it to males 25 to 35 in california. You have that data. We have that data. What also has is very important. That particular ad in the Digital World, that ad will change 100 times during the course of a day and probably 100 like them on their entire site. Now you must have the data and you must have the volume, so we assist with both rate and volumetrics. Great to understand this, this is very important. Its the new world. Thank you, the cfo of rubicon. Mad money is back. Coming up, a new place to repair your mac . Gamestop has brought in new businesses to hit reset in a decline in its core market. Will the advances in technology and the force of its new initiatives help the stock rise and make a new high score . At mfs investment management, we believe in the power of active management. By debating our research to find the best investments. By looking at global and local insights to benefit from different points of view. And by consistently breaking apart risk to focus on longterm value. We actively manage with expertise and conviction. So you can invest with more certainty. Mfs. Thats the power of active management. Its always satisfying when things play out, like theyre supposed to. Classic example is the airlines. Delta reported an outstanding quarter on every metric, jet fuel went to 1. 33, and a hue buyback with all that excess cash. If you extrapolate it, you can see it shrinking by 8 this year, but there are two things that made it a stand out. First, the discipline of the industry itself, where the companies are being very smart about not boosting capacity. Second, the lack of satisfaction with their own earnings. Delta wasnt happy with the unit revenues. They expected it will decline by less than that this quarter, but no smug satisfaction over wildly profitable set of numbers. It was actually the opposite. These guys are already scared like theyre losing money, and im Walking Around fat and happy because theyre making a lot. Even after the near 1 gain in the quarter. Frankly i find that outlandishly cheap, but i totally understand this industry has a long history of no discipline of pricing or capacity. Thats okay. If the company doesnt get the respect it sdeshs, theyre keep returning capital. Buy its own stock back hand over fist, of course the quarter reverberated, sent the recent of the group soaring. You know i was bummed when alcoa reported on monday and had that setback. The swing in profits was nightma nightmarish. That said the cuts were amazing, and alcoa is breaking it up to companies with a good cash flow. When you look at the comparables, youre talking about moneywell, united tech notion not to mention precision castparts, which Warren Buffett bought out. Now, alcoa stock flew up in anticipation, and i sure didnt want to see that. People that day no doubt felt agrieved under today when the stock broke out. Why is this one going higher . Because of a genuine belief that alcoa like so many Commodity Companies out there some of the mineralrelated stocks are going up way too fast. But this one does have that last quarter before the splitup thesis that begins now, and i think that makes it compelling. Just understand whats really happening here, though. The bottom line is companies that do well are being rewarded with higher stock prices. You know thats really something that hasnt happened in a very long time. This dynamic only started when the mark bottomed in february. Its a very good sign for an earnings season that was supposed to be the worst in seven years, at least according to the pundits, who never bother to do home work, but love to opine to hear themselves talk. Jeff in california. Caller this is jeff from laguna in cal. I appreciate all your advice. My question today is in regard to toyota motor corporation. They have been their chart is dismal. It had been dis mall on monday. It started to come back and gone all the way up to 105 from 98. When i was thinking about it on monday, i was really, really concerned. I thought i would give you a call and get your take. The yin has been strong which makes them a bit less competitive. At the same time the common stock could go higher. This is too hard a stock for me. Its been hard since i first started selling it to people at Goldman Sachs and also my charitial trust bout it when we first started, but i just wrote it off years ago as something you dont want to own. Bob in california . Caller good afternoon, thank you. A big texas aggie booyah from all those who work offshore. Thank you, and drilling is ens ko did a secondary tonight. Well talk about that tomorrow. Caller american airlines, a the stroke is 56 about 14, 15 months ago, and another surprise is suppressed. Its supposed to trade at ten times earnings why not . It was really an amazing day, because delta had a great quarter. American went up more than delta. A lot of that is because doug parker is such a good executive, but i like american and delta, and i like southwest. Youre in good shape. Thank you for that call. I appear proclean drilling as long as its done responsibly. Mariah . Caller i have a question on two energy stocks, hold or sell. One is specter energy. Its over 100, but it trades below its target. I dont understand it. Should i give you my second . Sure. Why not, just fire away. The other is duke energy. These are both very fine companies. Im more partial to spectra. I believe its a safe yield, but duke is good too. My Charitable Trust owns eap. We think they are the steadiest of all of them, thank you. All right. Im expecting a Solid Earnings season, because for the first time in a long Time Companies that do well are indeed being rewarded with higher prices. Much more mad money ahead, including gamestop. Many thought the company needed a new game plan, was it the guidance that may have been too conservative . Were sitting down with the ceo. And how do your stocks stack up . And well have am i diversified . And tonights very special edition of the lightning round. So stick with cramer. Great time for a shiny floor wax, no . Not if you just put the finishing touches on your latest masterpiece. Timings important. Comcast business knows that. Thats why you can schedule an installation at a time that works for you. Even late at night, or on the weekend, if thats what you need. Because you have enough to worry about. I did not see that coming. Dont deal with disruptions. Get Better Internet installed on your schedule. Comcast business. Built for business. What do you do when the industry you specialized in for years suddenly goes into a longterm secular decline. Thats a very tough question, one that game retailers like gamestop are facing as more and more people download their games. Why go to a physical store when you can download it straight to the console. This has been a real problem for gamestop which is why the Stock Plunged right at the start of the Holiday Season to today. Last week i suggested the companys latest quarter was disappointing. That wasnt fully accurate. I take full responsibility. The last quarter was fine, it was the guidance. The guidance for next quarter was terr filling, high singledigit samestore sales. So how does gamestop follow this video game dilemma . Increasingly theyre doing it by moving away from video names. For the last couple years theyve also been acquiring at t cell phone retails, including an agreement to bay more last month. They have a change of apple retailers called simply mac. At these levels with the stock trading at 6. 7 times next years earnings and a juicy 4. 7 yield, you can make the case that it represents real value. So in the wake of the companys annual investor meeting earlier today, lets check in with the ceo of gamestop to learn more about how the company is doing. Welcome back to mad money. Thank you, jim. Its great to be here. Im feeling great after a great investor day today. Paul, a very being transformation, a lot of talk about what the company will look like in to 19. If you can, tell our viewers how much gamestop is going to evolve over that period . Sure, jim. First point is were coming off a record netincome year. Our store contribution, profit contribution increased 23 over the last two years. The first point i would make is gamestop is gra et shape, but of course were in a software being that is cyclical and there is some migration to digital and we recognize that. I think the things we have done to improve our performance, we have created two new billion dollar businesses inside our stores. Those are digital and collectibles. Outside our stores we have this Great Technology brands business, which is our at t and apple partnerships. We think well have pretty good results through 2019. I mean, this year that just passed, 25 of our business was nonphysical gaming. But 2019, it will be 15 . I mistakenly said it was a weak quarter. It was not, but the guidance did give people raised eye browse, lets say. It seemed out of sync. It would seem the number cooling revised upyards. Is that a correct approximation of what could not will, but could happen . Well, certainly i think thats generally correct. You know, the First Quarter we are overlapping some pretty significant titles. We had a title shift out of our First Quarter. It moved op a few weeks, but that put it into a second quarter, so that creates a challenge for us on the First Quarter guidance. Were also overlapse an 8. 6 comp rate last year. In retail those are things we have to deal with, but overall, the guidance is solid. The back half we believe will have stronger title lineups, and tech nolgts products in our stores, including the new iphone. We think the back half is very bullish once we get past the First Quarter. I know some of your stores are in the mall. Ive been hearing, somewhat, disconcerting stories about traffic in malls, not specific to gamestop. Have you noticed a drin in traffic in the month of march in some of the malls that your stores are in . There is declining traffic in some malls, but our stores having doble very well. You know, we deemphasize malls in our gamestop branded stores, because we moved a lot of traffic to strip malls adjacent to malls. Dont forgot we had a record year last year, with a solid 3 , 4 comps. So that says you know weve had pretty solid other retailers have had difficulties, but thats not us. You have terrific partners with apple and at t. How are those relationships going . Theyre excellent, jim. Today in our investor day we had the president of National Retail at the at t came and spoke as to youre team about the importance of the recentship with us, and our apple relationship is great. I think whats interested, jim, is over time usual our relationship has gone deeper with at t. Were over 1,000 stores now, but its also gone wider, and digit all life, and were talking about some other media properties. Theyre migrating to being a media company, an integrated provider, and were of course looking for growth to be a great provider of distribution, so its been a great match. Im glad you brought it up. Where im going to, the at t has had a remarkable move. A lot of it is contributed to the fact that the directv football package is much more popular when sold together with at t. Are you experiencing that surge, too, from nfl . We are. Were selling thousands of directv packages every week. One of the reasons we got into the partnership with at t many years back was because they showed us the future was not just wireless. It was going to inclusive peripheral products addones like some of the properties theyll be announcing. Our team does a great job in store and reduces churn. They like that. Its a match made in heaven a little bit. Are there some movie times or game titles making it so that mood is doing well . Yeah, i think there are some important titles coming up in q2. Uncharted 4 will be a blockbuster for sony, it would be fantastic. The other is that Virtual Reality is on its way. We sauce oculus and ht and we believe the leader will be sony. Its really compelling. That will come out in the second half of the year and thats part of what our growth plan is for the second half of the year with sony as well. Thank you, paul, for coming on and outlining the investor day, and a lot of terrific stuff is online. Paul raines, ceo of gamestop. Thank you. Thank you, jim. Good yield, value play. Mad money is back after the break. It is time. Its time for the lightning round. Thank you call in with your and [ buzzer ] are you ready skeedaddy . Why dont we start with joe in iowa. Caller this is joely waterloo. I was curious about nordic american tanker. A ton of business, its very good, and the tanker business in general is strong. The yield is safe. Alan in indiana. Caller how about Williams Company . Will it rise or with the pipeline, david faber and i talk about it all the time, that deal is too hard to opine. The personal fighting a ining ar is difficult for me to fathom. Caller i like mad dash and mad money today. Two times a day. I like that. Caller my stock is uri. Im still not ready for it. This is a business with more to do than we thought caterpillar has, but im not ready yet to pull the trigger. Bob in new jersey. Caller thank you for taking my call. Of course. Caller buy, sell or hold. H. E. I. I look like gold and have been recommending using rand gold. Add gold stocks are moving, but when the 2k3w08d goes back, which it does occasionally, i need you in the most established play. Caller im in irvine, california, but originally from el long island. I watch you with premarket and mad money in the afternoon. Thank you. Caller basically before and after i play golf. I have a question. Ive been retired since january 2015. Im focused primary on income investments, and blackstone. Blackstone has the variable look, remember, they Companies Need ipos, they need ipos. They could do the numbers we think. That said, ive been recommending blackstone consistently, because i happen to think Steve Schwartzman is a very smart man and he has unbelievable talent working for him. Mark in vermont. Caller its great up here in burlington. What do you think of micron technologies . No, were broadcom limited. Thats the semiconnector company we think you should buy. One more. Glen in michigan. Glen . Yes, jim how are you doing . Im good. How are you . Caller im doing all right. How about this hst, with marriott. Im wondering no, no the hotel chain we like is wind ham worldwide run by steve holmes. The least expensive and one of best run. That, ladies and gentlemen is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. He has a sharp wit. A winning smile. And no chance of getting an athletic scholarship. And that is why you invest. The best returns arent just measured in dollars. Td ameritrade. But they demand the best shopping experiences. They may want the latest products and services, theyre your customers. And by blending physical with digital, cognizant is helping 8 of the 10 largest u. S. Retailers meet their demands with more responsive retail models. Ones that transcend channels and locations, anticipate expectations. Creating new ways to engage at every imaginable touchpoint. Its a new day in retail, and together, were building the store of the future. Digital works for retail. Lets talk about how digital great time for a shiny floor wax, no . Works for your business. Not if you just put the finishing touches on your latest masterpiece. Timings important. Comcast business knows that. Thats why you can schedule an installation at a time that works for you. Even late at night, or on the weekend, if thats what you need. Because you have enough to worry about. I did not see that coming. Dont deal with disruptions. Get Better Internet installed on your schedule. Comcast business. Built for business. All right, cramerica. Its time to pump up the heat in here and play am i diversified . Earlier we talked about earnings season and how important it is to stick with stock long term. This market occasionally goes off the deep end. The best way to get the most gain and least amount of pain the house of pain. Is to diversify your holdings. Call me or tweet me jimcramer. Well a tweet who says am i diversifie diversified . Dominion resources, general mills, novo north is, procter and gappic and exxon this is going to surprise people here, because im going to say there is not enough. Exxon mobil, and then i think procter and general are both consumers stories. They trade very much together. Were going to get rid of procter gamble. Lets add dow chemical. If that deal doesnt go through, dow goes higher. Ron in utah . Ron. Caller jim, this is ron in mid wade utah, a red objection booyah to you. My friend is right there. Whats going on . Caller my Largest Holding is my dividend yield stock, which is chevron. Number two is apple, number three is schlumberger, which might be similar to chevron. Number four is google, number five is celgene. Hmm. Okay. Chevron indeed that is a great that stock has been redhot. They conserve that i capital. Celgene, a summit based boy tech. Alphabet, we know them as tech. Apple is tech. Schlumberger and chevron thats oil and office service. We will keefe shen ron, celgene and keep apple. This is very tough. I cant im going to let alphabet stand i have to. I have to. Search and hardware, its okay, youg you i love schlumberger, but we have to stay diverse fitted. What were going to add here lets do the 3. 5 yielding dow chemical. Lets stay consistent. Tom in georgia, tom . Caller yes. Tom. Caller yes, sir. Youre up. Caller all right. Im asking thank you for having me. Of course. Caller im interested in knowing your opinion on apple, starbucks, bowen, disney and facebook. Okay. Starbucks reports on the 21st im looking for an okay quarter. The sometimes the stock trades erratically. Disney is finally getting its due. Boeing fantastic. Apple and facebook, we have to trade out one of the these. I hate to do this. My Charity Article trust owns both, but were going to bristolmyers. Lets go to lou in pennsylvania. Caller hey, jim. Im in the process of retooling my portfolio. Going from growth to value. I have five stocks id like to check with on. My procter gamble, alcoa, bristolmyers, verizon and my spec to be is agio pharmaceuticals. I bought that on spec. Im glad you pointed that out. If its close proximity to bristolmyers, but he wants it as speculative. Thats okay. He distinguishes that. It is indeed an cease class. Verizon has the nasty strike, but i like the yield. Alcoa back above where it was before they reported, remember it went up to 9. 99. Procter gamble, well keep that. Industrial, we have a utility, a consumer goods, a drug company and a spec stock. I am allow that is, because i bless speculation. Im the only person on air that does that, provided its a small part of yourhow about bob in boston. Caller am i diversified . Mastercard, amazon, apple, perkin elmer, pki, and eaton vance corp. A couple new business, mathercard is terrific. Amazon, what is not to like . Im calling it a rye tale irwhich allowing me to keep apple. Perkinelmer, thats a specialty company, thats all you need. Im going to distinguish this. This is a faux financial. If they were two banks, i would have to make a change. And wow, pretty good. Im blessing it. A lot of very controversial am i diversified . Kind of like monopoly. All right. Stick with cramer. Trees . Eese. Xerox helps hospitals use Electronic Health records so doctors provide more personalized care. Cheese . Cheese patient care can work better. With xerox. Thats it. How was your commute . Good. Yours . Good. Xerox real time analytics make transit systems run more smoothly. And morning chitchat. Less interesting. Transportation can work better. With xerox. Imagine if the things you bought every day earned you miles to get to the places you really want to go. With the united mileageplus explorer card, youll get a free checked bag, 2 united club passes. Priority boarding. And 30,000 bonus miles. Everything you need for an unforgettable vacation. The united mileageplus explorer card. Imagine where it will take you. Good value where you can find it whether it be alcoa or caterpillar or bank of america. The fact is that a 16 intangible book an the stock was at 13 and change, and the stock rallies jpmorgan continue toss rally, because both those companies are giving you aboveaverage earnings. I promise to try to find a bull market for you. I promise to try to find it here on mad money. Im jim cramer. I will see you tomorrow. Narrator in this episode of american greed. Fugitive Jason Derek Brown is a mormon missionary turned party king. From ski trips on the boat, to nights out at the bars, to motorcycling and atving in the desert, he wanted to be the life of the party. Narrator jasons playboy life is bankrolled by a series of scams. But when money gets tight, he plots his most elaborate scheme yet. When people are in desperate situations, they do desperate things. [ gunshots ] he was down that alley, on his bicycle, and long gone. He was a ghost after that