A market thats been so strong it deserves to sit down for a couple of plays. How many plays will it sit for is the question. Weve been in a benign market because weve seen decent decommand for commodities while the Federal Reserve is on hold thanks to domestic weakness. Only one problem with it, you still need to feed the bull and not enough news flow right now to move the needle. Think of it like this. We had one good earning support, thats all, from uber cramer fave j. M. Smucker, a function of kcup sales, decent Dunkin Donuts kcups and continuing greatness of the companys big heart pet food acquisition. Smuckers earnings reports stunned analysts, 56 better than what they were looking for. Thats any nominal. Hence why its more than 10 bucks or 8 . Alleluia the new darling. What do you buy off that. Blue buffalo pet foods. Duncan doughnuts. Cant buy keurig. It was mysterious taken private. They cough wivet and ended up b being a total writeoff. Smuckers is as devoid of p. I. N. Action as anything ive seen then theres Restoration Hardware. The quarter which sent the stock down more than 7 bucks. Because of a myriad of mistakes. The house of pain. Involving horrendous execution. Botched catalog shipments and, well, gee, i dont know even where to start. Too much inventory, strong dollar. In fact, it was as bad as smucker was good. Given that analysts looking for it to earn 2. 66 for the year but management lowered it to a buck 60 and a buck 80. Ouch. The earnings is set to music which is absolutely terrific when all goes well. But is both tent and incongruous when the quarter is as bad as this one was. What looks like Restoration Hardware that you can sell. The analog . Not that much as their stores are ethereal and merchandise is as expensive as all getout. Williamssonoma was taken down because it seems like restoration. Excellent quarter three weeks ago. Nothing changed at williamssonoma. Macys and kohls was hit. Urban outfitters had a good quarter last time. With no stock pin action what do we do . Traders use their check list and go down and do the macro check list. First oil. Looks like the 50 area wont go quietly. It fell back below 51. Oil is the most important gauge of the market and oil decline eliminates any ability to have a big rally. You have to be ready for oil to go lower after receiving more rigs coming online which is what i think happens over 50 bucks and thats where it pays to start drilling again for u. S. Companies. Unlike Oil Natural Gas stayed strong. The Energy Companies for that segment and talking about we see the same ones, always you can write them down, capital oil, southwestern, eqt and range resources all on that, they zoomed higher but i wouldnt follow that by unless you believe according to a bunch of hot days coming up that well have us burning a lot of nat gas to keep the air conditioners running. Thats not so crazy given the talk of this being the hottest sumner industry. How about the dollar next on the check list. Well, it went the wrong way and got stronger. Not good for the numbers. Own j j and hongnywell bucked the declines. What can i say . Theyre remarkable. Alex gorski and ceo of j j and the ceo of honeywell spent the least amount of time hiding behind the strong dollar is hurting us thesis even though much of their business is overseas. J j more than any other pharmaceutical. Nike had a rare up day but last nights victory for the Cleveland Cavaliers led by the nike wearing lebron james could be one off two, sorry. [ drum roll ] the nba final has historic stock significance for both. Fitting underarmour fell a per sense. Valiant that the term beleaguered was invented for rallied a buck and a half. I continue to believe the real problem with it isnt the dramatic overpay for a female equivalent of viagra written off or even the endless price gouging that the ceo now has to roll back. No, its about the competition. Allergen and j j taking business away from the company that is in total disarray. Buy, buy, buy. Then you go to the next private check list and talk about bonds. Too strong today. Interest rates falling too fast. We know that causes the bank stocks to get absolutely slammed. No, no. And thats what happened. Its awfully hard to mount a rally without the banks so much part of the s p. Still no fed pops talking. What a relief. Meanwhile, we got a bunch of day two followthroughs. Lululemon, a great quarter yesterday. It showed you that retail is not dead. Just more selective and that you cant do downward facing dog pose in ann taylor tore mask in Victoria Secret stock falling another percent. Ralph lauren falling. Their ceo is taking the same tough love approach that manny tirico had to do. I still like the story even up 2. 44. In tech, another day another dollar and 0 cents for nvidia. The chipmaker that has loved this intel was back in the 1990s otherwise nothing although after the close Applied Materials announced a gigantic buyback and triggered the beginning of the rally in tech could happen again. Finally, finally theres this stock that seems everyone now loves to hate, apple. You know, i got to talking about apple were my daughter this weekend over a delicious lunch at olive garden in jersey. I was distraught having forgotten to wear my cargo pants so couldnt stuff those fabulous rolls in my pocket. Shes a vegetarian and bring unlimited salad bowl up her alley. It is lettuce but i say nothing. Anyway getting interested in the stock market and asked how apple is doing and i said its been stalled out, its doing nothing. Dead in the water. In fact i asked her why dont we go to the apple store in the short hills mall, not that far from me because i need a new watch band. I showed hermine just like im showing you mine right now and how it was time to get a different one. She said she agreed but forget about going to that apple store. Its too crowded. I said thats totally ridiculous. Its in a mall. The mall is dead empty. Moribund. She said, facius. She likes latin. She said we cant go, we dont have an appointment. Ten guys in blue shirts ready to help us. She said, dad, lets not even waste our time. I asked her, i said, now, come on. You dont know the new apple everybody hates. Last week. Apples best days are behind her. Threw her hair back. Dad, you cant even get into an apple store. Isnt that the story of apple right now in a nutshell. Hey, maybe someone else went to the short hills mall, couldnt get help, instead bought the stock and thats why it went up otherwise its a restaurant thats so crowded nobody goes there anymore. So without a doubt, nothing to trade off and nothing to make a case for, real boring despite super rich guys like carl icahn and george soros telling you how scary and dangerous it is. I learned early on never short a dull market. Since this may be the dullest market in ages what can i say. Its resting and nothing more. Or nothing less for that matter. Lets go to john in new jersey. John. Caller jim, how are you doing today. Im having a real good day. How about you . Caller im doing okay. I called about oil industry and two stocks in particular just curious on your opinion of them and what you think they may do. With Oil Prices Going up and looking ahead, between kmi and ensco. What is your machine getting into it with summer driving. I want to be a forgiving stock monster here. But those are both not good stocks. Ensco is an oil rig company and they had a big dividend and thought they could maintain it and they didnt. Kinder morgan had a very big distribution, say they can maintain it and they cut it. So i dont want either one of those. Want to do oil and gas go with an exshonn, chevron or slumb slumberger. Caller calling about amazon which closed with a p e around 300. Walmarts p e is 16. What happens when the market wakes up and starts to value it it must be in some kind of rip family going up and up for many years. The answer is amazon is what we call at law school suis gener s generis. My producer told me about amazon prime and i continue to recommend it. Bill in georgia, please, bill. Caller thank you, jim. Love your insight. I own yahoo at 37 and hearing about patents being sold and today we hear yahoo received bids for over 5 million. What does that mean for me . Should i sell or hold . You can hold on to it. Remember, im really worried about the accounting of that alibaba stock they own. My colleague partner and buddy david faber said there are going to be multiple bids. Ive been using bob at sun trust. He thinks 5 billion could be somewhat like it for these. Hold on to it but remember youre trading alibaba and not a fan. After a bullish run this market is taking a much deserved rest. Hit doesnt mean its an in intensive care but watching tv. Dont cake your eye off the averages, you never know when its going to kick back in gear. On mad you heard a picture is worth a thousand words. One of cnbcs disrupters. Is it betting an image full of info is worth more. George soros has made bearish bets. Does that sound familiar . Time to start panicking or doing some buying . I scream, you scream, we all scream for nondairy frozen dessert. Im dig nothing a trend thats so cold its hot. So stick with cramer. Dont miss a second of mad money. Follow jimkramer on twitter. Have a question. Tweet kramer. Madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1850743cnbc. Miss something . Head to madmoney. Cnbc. Com. In new york state, we believe tomorrow starts today. All across the state, the economy is growing, with creative new business incentives, and the lowest taxes in decades, attracting the talent and companies of tomorrow. Like in buffalo, where the largest solar gigafactory in the western hemisphere will soon energize the world. And in syracuse, where imagination is in production. Let us help grow your companys tomorrow today at business. Ny. Gov my name is jamir dixon and im a locafor pg e. Rk fieldman most people in the community recognize the blue trucks as pg e. My truck is something new. Its an 811 truck. When you call 811, i come out to your house and i mark out our gas lines and our electric lines to make sure that you dont hit them when youre digging. 811 is a free service. Im passionate about it because every time i go on the street i think about my own kids. Theyre the reason that i want to protect our community and our environment, and if me driving a that truck means that somebody gets to go home safer, then ill drive it every day of the week. Together, were building a better california. Earlier cnbc released its Fourth Annual disrupter 50 list, a compilation of Game Changing privately held company that develop revolutionary disruptive technologies. You know who made the top ten . Blipper. The company has become one of the leading players in augmented reality. Meaning they let you use your smartphone to superimpose the real world under the fake one. Browser powered by Artificial Intelligence and that mean blippar is an app and put it near an object, car, cereal box and the app will recognize it giving you tons of additional information. Including where you can buy it as well as interactive content. It has more than 65 million users advertised by nike, procter and gale, walmart and disney because blippars platform gives it an engaging way to advertise. Beyond that the Company Seems to be well on its way to becoming a visual version of google. Except instead of typing your query in a Search Engine point your phone at whatever you want to learn about, hence why it came in at number nine on cnbcs disrupter 50 list. Now, last week i got a chance to speak with the founder and ceo of blippar so look at this. Its really cool. Since weve seen youve done so much, you have become really the google and visual search. I want people to know what that means. All the buzzwords wont crystallize into a real company. So, yeah, thats i feel a bit unfair comparison. What were trying to build here more than search is the discovery behavior, a lot of people call it search. Thats a very q a behavior but discovery when you come across everyday objects like a painting or a dog or a flower and a building in your life. You dont plan to be in front of it but appears and point your phone and comes to life calling this visual discovery more than visual this is also the augmented reality that bezos talks about. Youre doing it. Yes, we are. We are the business we started 4 1 2 years ago and actually leading the segment and actually creating the market right in front of us. You have a new announcement about the visual knowledge grab. What does that mean. Blipparsphere, when you point it at any object in the world, not only it tells you what youre looking at it actually explains it to you how its connected to Everything Else in the universe. Theres nothing like that from a visual manifestation point of view so if you just look at a flower itll tell you what the flower is but also all the family of flowers or gardens Everything Else it is connected to. Thats great for education. Yeah, its not just for great for education, there is a suppressed curiosity in the human being today. There are many things we come across we want to know more about but we let it go. We cant be bothered like the design of the tie youre wearing. Or a beautiful car you checked out or a food youre eating. All those moments can you convert into visual discovery. But at the same time when you go outside, when i go outside im afraid someone will take my picture. People have to be more expert in makeup. Deeper learning of makeup. It works for you. Commercial product, right. It is, absolutely. You point it out any lipstick or mascara, what do you want to do with it, yeah. That changes human behavior. It does. It does and its really relevant. I have asked people on the street that, you know, do you think we have enough information anything you want to know about in the world. 100 of people would tell you that, yep, Search Engines are the answer but, okay, now you want to go to venice and find the nearest coffee shop, thats great but right now here in front of you can you describe stuff in front of you. Most people are incapable of describing things. Human imagination and the human vocabulary is inversely proportional. Nothing could be better than to get younger people to be able to start thinking about it. First grade, second grade, third grade. Absolutely and not just think about that but what it could be doing for the ill literal people. I know this. Is what im thinking. We can change the world with in. Absolutely. Because thats who we have the most thats who needs it the most. Exactly. I mean thats where our longterm vision is bring in a sense of knowledge in the world and thats what this is doing and then manifestations where you wont require words anymore. You can just look at anything and pick torally explain what you are looking at. Do you think that some of your background, humble background can what draws you towards the educational side. It is. Yeah. The slum, okay, slumdog millionaire. Yeah, its a topic close to my heart. Everything ive ever built in my life has been empowerment oriented. Thats a person who i am and i feel that there is lot to give and technology is genuinely the biggest equalizer in the world lets see it. Can we see it in action. Yeah. Lets do it. All right. Show me how it work. So weve got random stuff over here difficult to bring the whole world to the studio. So were going to switch on the blippar app and lets see what we got. Weve got a fruit salad and lets just point the phones camera to the fruit salad and immediately not only recognizes it, it gives you tons of information about it, what are the ingredients and this is like our propriety uxui, it gives you description of it below it and you can also see what are the similar products associated with it. And i dont know what the reference this is all a. I. Generated. Another product, rarely understood by humans as of today. You cannot totally discover things you see in a garden so i just pointed at a chrysanthemum and it recognized it in realtime and explains what a chrysanthemum flower is and you can read all about it and explains the family of flowers around it and what each one of them means and you can literal started the journey from chrysanthemum but what does a native plant mean and move from one bubble to another, literally you can hop on, hop off. Its like not just the stuff youre looking at, you can move from one piece of content to another simply and well show you some other demos like there are proprietary programs like random starbucks cup over here, should be able to recognize it. There it is, yeah. So you open up and you see understood there was a paper cup and there was starbucks next to it and then, again, all of our starbucks and you want to know all right. Because its a little magical. Yeah, it is. How does it know . It knows because weve ann annexed open Source Information and its our proprietary you figured out what i would be curious. Thats how our minds of course, this is our proprietary and very modern manifestation of it. It doesnt end there. I see there is a Branded Television over here. I should be able to point at it. Panasonic straightaways. We open it up and everything you need to know about panasonic. There are people who fear Artificial Intelligence. Elon musk. Anything you fear here. Here, this is very natural to this is human information which already exists. All we are trying to do, we are bringing parity and we are bringing distribution which is really, really good for the world. Boy, youre doing a great thing. Really is. Thats Ambarish Mitra founder and ceo of blippar. Great to have you on the show. Thank you. You pay your Car Insurance premium like clockwork. Month after month. Year after year. Then one night, you hydroplane into a ditch. Yeah. Surprise. Your Insurance Company tells you to pay up again. Why pay for insurance if you have to pay even more for using it . If you have Liberty Mutual deductible fund™, you could pay no deductible at all. Sign up to immediately lower your deductible by 100. And keep lowering it 100 annually, until its gone. Then continue to earn that 100 every year. Theres no limit to how much you can earn and this savings applies to every vehicle on your policy. Call to learn more. Switch to Liberty Mutual and you could save up to 509. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. The worlds most ambitious most disruptive private companies. Technology is going to be transformative. If charles sh swab and American Express had a baby it would be certified. I want to be on your disruptor list. The goal, to completely disrupt this industry all over the world and keep growing the community and building technology. Stop trading. George soros is negative. Sell, sell, sell. Hes rich, hes famous and doesnt like stocks. The house of pain. He likes gold. [ cow mooing [. Time to sell, sell, sell. I dont know about you, us, i dont know. I mean youre on tv with me but im getting real tired of negative nancy billionaires. The stories about soros returning to his handson role at his namesake firm and as many in the press acted as if hes trading the whole time leave me cold. I read articles about soros and cant recall a time when he was it wasnt, really wasnt incredibly negative about pretty much everything. If youre that negative all the time then it makes sense you want to own gold. I get that. I said for years having gold exposure is a good idea through bullion bullion. Why, its an insurance policy. Bullion is terrific. You shouldnt bury them in your backyard. You have to keep it in a safety deposit box and that costs money. The real gold bugs out there hate any paper asset that purports to correlate. As for rand gold the companys doctor admitted that they had difficulties at one time that kept the big earnings numbers from throwing flew. Its above now. As many as as much as you may like and respect george soros and the guy certainly deserves respect given his longterm track record, at the end of the day, he doesnt work for you or run your money. He can be fickle. He may be he changes his mind so you think youre going to get the call and that happens, no more than you got the call from carl icahn before he decides to dump apple. We got to start getting realistic about the Money Management styles of the rich and famous. Or we can study their houses. Look at their cars, see their beach second home, whatever but we shouldnt do what they do with their money. To borrow a line from f. Scott fitzgerald let me tell you about the rich. Theyre very different from you and me. They are and he continued cynical when we are trustable, end quote. Thats right. You see you only need to get rich once. If youve already made it theres absolutely no reason for you to chance it. To have faith say in the next facebook or amazon, when youre worth around 2 233 billion like soros owning stock seems crazy. Why take the risk. Thats why i say why take counsel of someone so rich just because hes so rich . Thats what i call circular reasoning. And it can easily lead you astray because the last thing soros needs to do is find a new idea that might make him a fortune. He already has a dozen fortunes yet that same idea could be important to home gamers like you. Seriously, other than Warren Buffett you ever see a super rich person come on air and act sa sanguine. Theyre always negative. And, of course, theyre talking their book but fort most part right now and for a long time for the last couple of years at least the uber rich have been almost to a person very negative on stocks and the Global Economy if not the world. So remember they arent the stewards of your capital. You are. They arent the beall and end all, you are. They are simply people with a world view theyre sharing with the media so you shouldnt be blinded by the billionaire limelight hoping it will shine on you. Heres the bottom line, do your own homework. Come up with your own ideas and if you like them, buy some. Even if george soros is negative on the world. As he has been for ages. Except this time hes talking about it himself rather than having his staff do it. Lets go to ron in texas. Please, ron. Caller whats your opinion on investing in Silver Bullion like walking liberties. Silver has other uses besides just being a precious metal so therefore it is not my favorite. It has industrial uses so therefore a correlation with the economy. Now, im not going to hate silver. But i do think gold is better and fulfills what i want from an insurance policy that is a precious metal. Listen to me. Investing isnt about following the leader. Its about forging your own path. You dont climb the chase be it george soros or Warren Buffett or me. Im not kidding. I want you to do your homework. You are the best steward of your own capital. Okay, theres much more mad money ahead. Putting my scoop on a Company Helping you satisfy your summertime craving while shaking up a 4. 5 billion industry and one way to keep your money climbing year after year. Well play my diversified secret portfolio and see if it passions the test. Reveal the questions on your mind. The lightning round is dead ahead. Sometimes you want to find the next big thing you need to go off the tape and check in with small privately Held Companies that are rapidly rising in profits and could household names. Precisely because theyre creating Innovative Disruptive products that help address unmet needs. Tonight i want to introduce you to arctic zero. Its a maker of ice cream alternatives fat free lactose free, gmo and gluten free. Low glycemic and kosher. If you have a dietary objection to traditional ice cream because youre diabetic or lactose intolerant or dont trust the genetically modified foods this, is for you. Its about helping you indulge your sweet tooth without compromising a Healthy Lifestyle and see my tweets, of course, from the dollar tree candy aisle i have the worst sweet tooth of anyone watching or in the show. The Company Already offers more than a dozen flavors. That can be found in over 13,000 supermarkets across the country, not to mention amazon plus unlike many startups impressive financials. It doubled revenues last year, the same in 2016 and its profitable so lets take a closer look with the ceo of arctic zero, find out about his company and this whole better for you dessert category. Welcome to mad money. Have a seat. Thanks for having me. I want to understand it. I tasted it. Youre telling me theres such a thing as ice cream thats good for. You absolutely, absolutely. This is arctic zero. Everyone loves ice cream. Everyone but not everyone can eat it. I stopped eating it too years ago. Too fattening, too much sugar. Some have dietary restrictions but our job and this products job is to allow everyone to indulge and satisfy that ice cream craving . How come this tastes and feels like ice cream but doesnt have any cream or milk in it. We use a proprietary blend of whey protein and fiber and sweeten it with mung fruit. Its a natural sweetener and made from a melon thats 150 times sweeter than sugar and we have a proprietary process and turn it into a product that very similarly i mean is like ice cream. I go to the supermarket four nights a week. How come i dont know about arctic zero . Because i go in and i see all those aisles and its always, you know, the haagendazs and the ben jerrys. Am i not looking hard enough. You can find us in most Grocery Stores from kroger to publix, whole foods, walmart. A lot have given up on the category. You know, youre right. I dont go down the aisle because theres nothing i know i can eat. But now you can. Wow. How did you come up are you a scientist . What is your background. My partner came up with the product. He has a mom who is diabetic and she just couldnt eat any products like this. Well, it is impossible for most of the Smaller Companies that i deal with to be cash flow positive let alone profitable. How did that happen so quickly . Its taken us six years. Thats not so most companies six, seven years theyre still losing money. We started in a garage. We ate a lot of mac and cheese and never took sal irs for a lot of years and reinvested the money back into the business and kept churning it along until we grew the bland to be in all the grocery store. You have no private investors, none of that venture capital. This is your company. This is the guys who started this, its our company. Weve never sought outside capital. Let me ask. This is a perfect example of where we are in the times. Being a Public Company ceo is now not a great job. Sure, they make a lot of money and stuff but its miserable. Youre public. Total scrutiny. You guys can take 5 of your company and demand a board seat. Would you ever go public . For us right now, i mean we can well always look at all options but for us right now were focused on product quality, innovation and controlling our own destiny and doubling every year. Lets focus on making the best products possible. Are there more flavors to be had. The array is just incredible. Weve got 20 skews, 16 pint four bar skews and were continually developing new skews. Next years skews are if you think these are good, next years are absolutely phenomenal. Its great to have you on. Because it really is a pleasure to meet someone whos developed a company that owns it, not venture capitalists and is actually making money. Im trying to think if theres any our off the tapes have done that other than you. I owe you congratulations. You got a great idea and its something that we really want. Well, thank you. Very nice to meet you. Thats the ceo of arctic zero. It is not public. I know people ask me is it public. You cannot buy the stock. But you can buy the ice cream. Mr. Cramer, love the show. We appreciate you. Booyah. Booyah, mr. Cramer. I know you hear this all the time, jim, but thank you, thank you, thank you so much. This has been my best year far and away in the market. I want to thank you for looking out for the regular guys out there. I am trying to teach people to be better investors and dog my darn best. Thats the goal here. Great to hear your voice and know youre there for us. It is time. Sell, sell, sell. Buy, buy, buy. And then the lightning round, are you ready skeedaddy. Im starting with william in new york. Caller hi, mr. Cramer. Booyah. Im looking at liquidators. Dont go there because were going to lowes. Im going to jerry in new york. Jerry. Caller yeah. Youre up. My friend. Caller i beg your pardon. What . Caller i couldnt hear you. Its jim. Go ahead. Caller hello. Jerry, its jim cramer. Caller jim. My name is jerry. Im from new york and i was i was wondering about western digital. Keep wondering. Dont pull the trigger. Why that group is just really, really difficult. That may be the best of a bad lot. I prefer you to see you in n individu nvidia. Tommy in virginia. Caller my stock is a. O. Smith corporation. That is a winner. Heating, ventilation and airconditioning. James gen tilli. Lets go to ken in florida. Ken. Caller jim, how are you . I couldnt be better there. How about you, ken . Caller glad to hear, hear it in ft. Myers, florida. Good. Jim, asking today, how do you think Micron Technology is going to do . I cant think micron is still part of a big dead cat bounce. I prefer nvidia and in that segment i like lamb research. Thank you. Lets go to mike in illinois. Mike. Caller booyah from chicago. Home of the cubs. I hate your cubs. Go ahead. Im sorry. Last time was such a big defeat g ahead. Caller yeah, you made a great call this season about baxter. It was acquired last week for part cash. Part stock by baxaltis. Its done and congratulations if you did it. Baxaltis. Is it a buy. She said i think its a buy, buy, buy. Well, thats how got to think of it. Thats not how it got one. To brett in maryland. Brett. Caller and, jim, i want to get your thoughts on keyw. Appointed a new cnbc and sold off their commercial products and the stock had recently significant gains. 50 worried about cybersecurity starts after palo alto cant maintain altitude. Let me look at this individual but the group concerned me ever since palo alto and cyberarc which is mixed money has been going down despite the fact that its got the really very important proprietary software. Lets go to michael in california, michael. Caller how are you doing there, dr. Cramer. Oh, im doing okay. Thank you for the honorary degree. Whats happening. Caller i just wanted to say thank you so much for getting me back into life and whatever. I used to work for goldman a couple decades ago. Excellent. Caller ivti. You know what, i got to tell you, i dont know if you remember the last time the ceo came on. I thought he presented himself well. I think that that was just a oneoff situation. To ted in ohio. Ted. Ted. Caller hello, yes. Hey, jim, i would like to know what the take is on cal mamain food. Top five heavily sorted stocks in the market. This is what its called. This is a battlefield stock. I dont play in battlegrounds. I say dont buy. Justin in oklahoma. Justin. Caller hey. Booyah. Booyah, justin. Caller so, my question is on met life. No, met life. We have two insurers we recommend. Travelers and most important we think chubb to buy. I would love the chubb ceo to go on. Stewart in new jersey. Stewart. Caller yeah, hi, jim. Can you tell me what about chem war. We said take it off chemours. Andrew does a lot of work and ive got to tell you i dont want to be on the other side the trade whether u like it or not. I know people think they are in the crosshairs. And that, ladies and gentlemen, the conclusion of the lightning round. Announcer the lightning round sponsored by t. D. Ameritrade. Let me show you. Okay. Our thinkorswim Trading Platform aggregates all the options data you need in one place and lets you visualize that information for any options series. Okay, cool. Hang on a second. You can even see the anticipated range of a stock expecting earnings. Impressive. Whats up, tim. Td ameritrade. Every year, the amount of data your enterprise uses goes up. Smart devices are up. Cloud is up. Analytics is up. Seems like everything is up except your budget. Introducing comcast Business Enterprise solutions. With a different kind of network that delivers the bandwidth you need without the high cost. Because you cant build the business of tomorrow on the network of yesterday. Because you cant build the business of tomorrow no, youre not yogonna watch it tch it we cant let you download on the goooooo youll just have to miss it yeah, youll just have to miss it we cant let you download. Uh, no thanks. I have x1 from xfinity so. Dont fall for directv. Xfinity lets you download your shows from anywhere. I used to like that song. Weve been doing an awful lot of work around here finding the next big thing. You just heard fromblippar. We saw their technology. Arctic zero and back to the roots, remember them from yesterday. These are companies that are exciting disrupting the food industry. Upending it. Now none of these companies are public but many of their competitors are. Remind you about the importance of diversification seeing Innovative Company shaking up their Respective Industries and destroying the incumbents. You want to be overweight in nokia before the apple iphone changed the market. Research in motion, aka blackbird. Didnt think so. Call me, tweet me, tell me your top five portfolios. Maybe mix it up. Well begin with a tweet abbycorp. We have an abby that works here. She tweets jimcramer madtweets. 100 shares each valet, xerox, sirius satellite, sprint and groupon. Am i diversified . Yeah, this is a very high risk portfolio. Im going to say youre diversified in only in a way that is different sectors because the risk of the portfolio, risk of this is profile is way too high. Sprint over a very indebted tell co. Vale, indebted minor. Sirius, thats fine. Its entertainment. Groupon which is a losing Internet Company and you have xerox splitting up. Lets call that an industrial for lack of a better term so you have an industrial, lets call it entertainment, internet, telco and both have to go. Go into randgold, telco into verizon and want groupon to go and add bristolmyers but, abigail, listen, this is not in the game, okay. Its just not in the game but you got to change it and want you to change it tomorrow. That is wrong. All right. Lets go to ernie in wisconsin. Ernie. Caller apple, at t, cisco, microsoft, and novartis. Man, this is chutes and ladders, i tell you something. This is not a parcheesi, okay. Tech, tech. Tech, telco tech. All right. All right, so where do we begin. Well keep apple. Chuck robbins, trade out a cisco. You got novartis, a health care company, give you the bristolmyers routine. Microsoft and apple, plain wrong. Well let you keep at t, thats a yield play so keep apple, at t and novartis, well put in general electric, because you can get a big diversified industrial. I think thats perfect and well give you lockheed martin, defense contractor that wont quit even though everybody keeps downgrading it. Ernie, tomorrow. Making these moves tomorrow. Because this is not diversified at all and so therefore i feel like its incumbent upon me to make the case. Ammet in ohio. Whats up, man. Caller how are you . Im pretty good. How about you. Caller yeah, im good. I have question regarding this diversity and you want my list one by one . Yes. Go ahead. Caller super value, svu. Okay, good. Caller gthen next is Huntington Banks. Okay. Caller next is d. A. N. Holding. Then sabil circuit. Jabl and jetblue. Jblu. Want me to go to work on this one. Okay, so, all right, a contract manufacturer, not doing well and dana is a car parts not doing that well, well let it go jetblue. Supervalu not doing that well. We cant let all these go. Too many that arent doing well and Huntington Bank is a pretty good blank. Jabl, jetblue coming out and southwest in and dana out and dont want any exposure so put bristolmyers in there, supervalu out and put in whole foods. These changes must be made, everybody, listen, this game is usually a lot easier. I wasnt playing much harder but these were not these guys did not medal. They did not medal. There are no medals for trying. Tonight on american greed they ran but couldnt hide. See how fugitives who stole 90 million got caught by the feds with help of viewers like you. Dont miss it. All new american greed at 10 p. M. Eastern and pacific. A couple things happened after close. Urban outfitters put out numbers i was surprised were so negative. Thats going to impact macys and kohls and, yes, nordstrom. You know i dont like those stocks. The Dollar Stores are the place to be in retail as well as walmart. We also got another day of rallies in the airlines. I am blessing american now, not just southwest air. I dont believe that the hersheys takeover talk is going to happen and im tired of the kellogg takeover talk. If you want to be in the food stocks, stick with craft, heinz, its cheapest and weve got a lot of work on it and i really, really like it. Dont forget also, when were taking a look at some of these industrials if the dollar continues to climb, im going to tell you got to pull back on those and some of the texts, otherwise, look, its a very hard market to figure out right now but dont forget were not fighting the fed and that does matter. I like to say theres always a bull market somewhere. Ill promise to try to find it just for you right here on mad money. Im jim cramer and ill see you next time. Narrator in this episode of american greed. Pam phillips and gary triano their charmed life makes others green with envy. The public saw them as a power couple. They saw her as beautiful. They saw him as charismatic. Narrator hes a megamillionaire developer. Shes a socialite. But dont envy them, because the money isnt his. He owed a lot a people a lot of money and declared bankruptcy. So, gary had a lot of enemies. Narrator and when greed takes hold of their marriage, is there anything they wont do for money . I am very serious about this. Youre gonna be very serious when you sit in a womens prison for murder