Board that just approved the release of o. J. Simpson. Im talking about todays stock market where we saw a host of stocks just get hammered as sellers decided what the heck. Im not sticking around for any con vick slon. Im outta here as so often with the market, you cant rem i see the losses on the surface, because the money rotates from one place to another. It doesnt leave the house just dipping 29 points nasdaq actually climbing. 08 . Lets start with the shocking declines in the stocks of home depot and lowes, which shed 4 and 5. 56 respectively in this one session. These are two incredibly wellrun chains. The last quarter is particularly strong for home depot, where it delivered the requisite monster uprise surprise. Along with the 3. 75 billion boyback. The stock just kind of sat there initially. And then it has since meandered downward over time despite the excellent numbers. The best of the major retailers. It would sure look like a buying opportunity given that home depot does well as long as housing continues to incline home depot and lowes were hit by a onetwo punch left people wondering if its worth even bottom fishing here the first punch this morning, a slowdown in diy, do it yourself house painting, mentioned by sherwinwilliams, and ppg in its report look, paint is important to the Big Box Home Improvement retailers. The last quarter paint sales were up. Have things gotten worse absolutely that could mean numbers for home depot and lowes now need to come down, and not just because paint sales are weak we have to ask, maybe people are starting to spend less money on fixing up their homes for whatever reason. That alone would bring out sellers. Just the paint story would have caused these stocks to go down but then theres that second punch. Oh, boy. Yeah, that second punch that really sent both these stocks to the canvas am a vonn. Amazon. Amazon is moving into the appliance Business Amazon is partnering with ken more, the best brand left at sears, to provide appliances this is the stuff of nightmares to a company like lowes or home depot as they drive 11 and 8 of their sales from appliances respectively and they have been thought to be immune from being amazond until this morning lets understand each other. For all we know, these companies havent seen anything significantly new happen in paint at all maybe other brands are doing better than ver win williams it doesnt necessarily mean anything, let alone booming sales. At this particular moment in time it doesnt matter just think back to when amazon announced it was buying whole foods, right after the news broke costco reported fantastic samestore sales stock opened up. Opened up big. And then ended up being down why . Because people figured this is the beginning of the end of paying a lot more for costcos earnings per share given that its about to get the real competition from amazon prime. What investors are willing to pay for the future earning stream has been shrinking ever since for costco going from 28 down to 24 the stocks show no real sign of stabilizing yet. Maybe costco was overloved going into the news. Its got to get underloved before it changes. And then the tale of blue apron. Anyone unlucky enough to invest in that ipo experienced a 35 decline. Amazon competing directly with them their worst nightmare. How about the mall weve already seen what amazon can do theyve decimated brick and mortar do you want to wait around and see how they beat the competition in washers and dryers i prefer not to. Just like costco, all the analysts told us not to worry. Dont you love when people say, dont worry . What do you do when you hear dont worry . Exactly, you worry it isnt that lowes or home depot will see their earnings get crushed by amazons intrusion, when amazon starts competing with you investors no longer feel like paying a high price for the stock. Look at the stock on macys. Look at kohls, trading incredibly low levels. Thats what happens. Even if the earnings barely get dinged, and i think they will barely get dinged. It will be hard for lowes to sell at 17 times earnings. Maybe its going to be 15, 18, or 15 and 19 its too dangerous to pay up for anything in retail im certainly not immune to this kind of thinking myself. Do you know this morning my Charitable Trust bolted from a small position in walgreens, the fabulous drugstore we sold the stock higher when it was announced it was buying riteaid, and now thats fizzling then we watched it roll down people fret amazon might hawking prescription drugs i know iused to buy my vitamin at walgreens now i get them delivered monthly by amazon. They come automatically, and theyre cheaper and easier im not going to wait for amazon to roll over walgreens, too. Weve had enough guilt by association can be a powerful concept ive been at this business 37 years. Ive got ice water in my veins im not going to risk the idea that tomorrow were going to hear that amazons prescription drugs are the things and they can offer much lower prices. Makes sense. Why doesnt the whole market get slammed on this news how can it hang in there when big visible companies have their stocks rocked by disruptive competition . Our money just goes somewhere more lucrative a couple of days ago itold you Johnson Johnson reported amazing quarters works of art even. Yet they were awarded with so little love. Today was national j j love day. Now the stocks take off. They have plenty of fellow travelers. A medical device maker, the first of many big ones for miles white. The fabulous ceo after a series of acquisitions its not too late to do some buying these rotations are never oneday affairs. The love extended to the biotechs, two of my favorites. Theyve done nothing for ages. I think theyre still worth buying what makes me confident about this rotation despite the fact that i dont see amazon developing drugs anytime soon, simple, washingtons stunning dysfunction plays right into the hands of all those companies perhaps obamacare really is dying, but most people who were selling these stocks for the last year thought that there could be price controls and a huge rollback of insurance, that would stunt the growth in the big pharma system. Its a booster for all these stocks, like amazons recipe, washington boosts. Theyre the big winners now that its fairly clear gop wont be throwing tens of millions of people off the insurance rolls dont sweat the program. After looking at microsofts reports tonight, i think were on solid footing for intech tomorrow bottom line, you cantake your time and wait until this rotation runs its course but you need to understand that the guilty until proven innocent has been difficult to shake if your Company Finds itself in amazons sights. Which is why its so difficult to try to own anything that tries to compete with them however, if you stay away from retail, theres still plenty of life retail is a very small part of the entire stock market. Michael in tennessee michael . Caller booyah, jim booyah, michael. Caller big fan, love the show im calling about csx. It had a soft guidance would you buy, hold or sell . No, you know, actually i would prefer to buy Union Pacific. Union pacific had a better quarter. Stock was down 1. 70 so my take is Union Pacific tom . Caller jim, thanks for taking my call. Of course caller how bad do you think fedex will be hurt by the cyber attack i think fed ek is a buy here. But ive got to tell you, as much as i like fedex, xpo is a good one, too. I do like that kind of business. Meanwhile, im kicking myself, i told people microsoft and visa, microsoft and visa, buy, buy, buy, here they go. Did people buy them . I dont know how about richie in new york caller jim, thanks for having me. My question about [ inaudible ] Toronto Dominion bank caller yes. I like it very much conservative did a lot of good. I also like the canadian dollar, by the way i think theres two ways to win here frank in my home state of new jersey, frank . Caller booyah, jim whats up caller im 54. My largest individual Stock Holding is travelers reported today theres a new ceo, and i would love to see him as a guest on your show. Is this a good company for the long term . I like the new ceo. The pattern with travelers, they report, people dont like it, they see headlines, they dont like, Companies Start coming in and buying stocks. Next thing you know, bingo travelers is right back. Hold on to travelers its a darn good company ill attempt to get the ceo on hes a good guy. Stocks are only guilty by association, but have no fear, calmer heads will ultimately prevail. They always do on mad money tonight, a guidance, and the stock got crushed. Is it the time to cash out dont miss my exclusive with the ceo. Ill bet you were going to find out the answer is the only thing that faang has going for it momentum . Hardly ill tell you why the stocks keep going higher. Connect some of the leading Global Brands with the Chinese Consumer maybe its time to make a place for it in your portfolio im sitting down with the ceo. So stick with cramer dont miss a second of mad money, follow jim cramer on twitter. Tweet kramer mad tweets send jim an email at mad money cnbc. Com or call. Miss something head to madmoney. Cnbc. Com. Whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley whenever earnings season rolls around, we typically hear from the banks in descending order of size. First we get the big National Players then come the smaller regionals. Key corp, parent of key bank, roughly 1200 locations across the western and eastern United States first glance when key reported this morning, their results seemed pretty darn strong. I was very excited about it. Company posting 2 cents earnings off the 34 cents basis much higher than expected revenue of 52 year over year. The interest margin, the difference between what they pay you for your deposits and what they make off the loans is up 3. 3. You would think thought it roared higher. It didnt. It actually went much lower, 3. 67 . The reason part of it is that managements commentary about the rest of 2017 is a little tepid they see loans coming in at the low end of the previous forecast and skeptical about the rate hikes for the year they had a muddy discussion about m a. Anything less than perfection was going to seem to be a disappointment but could this be a buying opportunity . Lets take a closer look with beth moody finding out more about the quarter. Miss mooney, welcome back to mad money. Thank you, jim. Delighted to be back. Beth, i cant ask for a doover, because thats what happened, happened the average balance sheet, one question, one answer there about loans, it was the only negative i saw. Is it not possible that youre just being conservative and that you might have loans come in at the higher end if the economy gets a little better we certainly did indicate that some piece of the guidance was based that it had been a slower first half of the year. Some of it is Customer Confidence which youre hearing across the board as others report and some piece of it is, as in our business model, we have such Strong Capital market capabilities in our Corporate Bank the back end of the year, i think there is some potential for cni growth that will obviously get us to that guidance and if there is more economic stimulus, or confidence, key is always well positioned to take advantage of commercial loan growth trends. Terrific. Now, on the Conference Call there was a kind of convoluted discussion where some of the analysts were trying to get you to say, arent you going to start doing a lot more m a again since the first deal is over it seems there would be concern, when i read through the Conference Call, that maybe youre trying to do deals, more deals which hurt the stock i mean, i heard what you were saying differently from what the analysts were. I thought you said steady as she goes and youll keep focusing on the good deal. You heard us right. What we intended to say is our work is not yet done on first niagara. We believe its been a good value for our shareholders, 13 on tangible common equity. We announced today we hit the 400 million cost saving targets. Our strategy is very much about executing, which includes our core momentum, as well as fully realizing the value on first niagara. It did cause a little bit of a convoluted conversation. At the end of the day i think were clear, we have everything we need to be successful and compete. We do believe first niagara created good value for our shareholders and good use of capital. Im glad we cleared that up i didnt like the way the narrative went that way. It wasnt your fault expenses, historically, you have developed a record for controlling standalone costs, probably the best of the banker side follows you focused on niagara where the expense control has been fabulous and savings are good. Now the deal is closed, i think youre going to go back and start focusing on greater efficiencies it is interesting that one of the things we highlighted today was obviously with 59 efficiency ratio, significant improvement based on two things, one, realizing the 400 million in cost savings from first niagara, as we announced last quarter were not done we think we have another 50 million we can realize which will be some 45 of the first niagara cost base. We, too, also have initiatives at key to make sure our teams are focusing on really delivering which was just a year ago the approval to close and deliver on first niagara yes, we have a culture of Continuous Improvement we see a range of other opportunities. Both in technology and good oldfashioned continuous cost improvement. I think we have room for us to even improve from the 59 that we reported in efficiency ratios this quarter. Excellent i know in your areas, particularly in the new areas that youre in, youre someone underpenetrated on mortgages Housing Stock is pretty good there. Plenty of people with good employment i would think you could turn on the jets for mortgages right now, now that youve integrated everything. You know, that is one of the real value adds with first niagara, servicing a mortgage company, a capability key did not have not only in new markets, but our ability to turn it on our footprint. We do see that as an area of growth in the coming years while were early days in the energy synergies, that is probably one of our biggest opportunities. Best in show so far of all the banks reported so far. Can you explain to people in english because we have a lot of retail investors, why you were able to get such a good number, so much better than any other bank i follow . There is some piece of it that is related to our acquisition of niagara but at the end of the day, our core margin was up nicely. We benefited from the Rising Interest Rates with earning asset yields going up much more than our deposit costs, and we are very pleased to see the core margin expansion. How about the industrials in your area and commercials in your area . What are some standout businesses, and what do you see for the future you know, we saw strong growth, particularly in our commercial middle market, which spans our geography across the eastern and western markets. We are seeing really strong commercial middle Market Growth in our geographies we had 4 quarter growth in that particular portfolio, which is 16 annualized across the board, again, we see strength in our company, strong balance sheet. I do believe there is some more clarity and some fiscal stimulus added to this economy. But theres almost a coiled spring effect that has not yet come through in expenditures for Capital Expenditures or other kind of Business Investments on the large end we see corporate customers having a preference to go into the Capital Markets because theyre so attractive right now. Were poised to benefit on either side. At the same time . Because of how well you have done capital in terms of regulation, now starting to return capital more aggressively and more buyback of a lot of stuff yes, we got the ccar, the opportunity for a 26 Dividend Increase over the coming year. An 800 million Share Repurchase which we think, again, were not done creating value. As a matter of fact, we just got an upgrade today at this current price. Key is at value, i would agree the ability to buy back stock and return the capital to the shareholders we believe is a good use of our capital. I totally agree i thought that the reaction today, the down 3. 67 didnt make sense at all a chance to get new people in in the stock. Great to see you. Thanks, jim and appreciate the opportunity to be here today. Of course a lot of people just dont really understand how stocks work this stock had run up, we get a lot of people analysts had been recommending it it came off way too hard today i think this is an opportunity were telling club members, youre not going to get an opportunity to buy this company like this again. Mad money after the break. When this bell rings. It starts a chain reaction. Thats heard throughout the connected business world. At t Network Security helps protect business, from the largest Financial Markets to the smallest transactions, by sensing cyberattacks in near real time and automatically deploying countermeasures. Keeping the world of business connected and protected. Thats the power of and. Well wait. What did you think about her . Morrow. Its definitely a new idea, but theres no business track record. Well, have you seen her work . No. Is it good . Good . At cognizant, were helping todays leading banks make better lending decisions with new sources of data so, multiply that by her followers, speaking engagements, work experience. Credit history. That more accurately assess a business chances of success. This is a good investment. Shes a good investment. Get ready, because were helping leading Companies Lead with digital. Sometimes youve got to wonder how the stocks of facebook, amazon, netflix and alphabet keep going higher in the face of no real news is the recent rally the greater fool theory at large will you buy them today, confident that someone will pay even more for them tomorrow . Simply because theyve got momentum in this particular case, i think the answer is an emphatic no the truth is, that these companies are constantly innovating, always giving you new earnings additive reasons to buy their stocks theres Something Real here. Considering today. We just learned this morning that facebooks working with news organizations to figure out a way to gettheir wares out an become more friendly with the outlets. Thats a huge issue. The fact that the company is addressing it shows exactly how customer friendly they really are. Theyve got a lot of money on the table, until now plus we know facebooks recently started figuring out ways to put video on some of their functions over the worry of the ad mode. Maybe its been ameliorated. And an analyst said instagram is crushing snap. These are all new earnings per share boosters that give you more reason to buy the darn stock. Amazon, what can i say we wake up and find out theyre in the appliance game. Sears doesnt have that much left but it does have one of the best brand names in appliances. Kenmore is still good. Put kenmore together with amazon, put it together with lexus, so you can scream at your washing machine all you want, and voila, youre off to the races. Many people are still going, trying to digest what netflix did in the amazing quarter thats caused the gigantic explosion to the upside of the stock. Especially the surge of International Subs i follow a column called buster c cohen. He took the ball from the conference, okja, which is the korean movie the company used to describe how they took that country by storm if you go read busters piece, youll see why netflix can go much, much higher. First this korean movie is compelling story it can never be made in hollywood. Ojka is a giant super pig whos been genetically engineered to taste delicious by a standin for big agri business. A young korean girl spends most of the movie trying to save her. It sounds like a childrens movie, but its incredibly dark. If you want to turn yourself into a vegetarian, watch ojka. It has big stars jake gyllenhaal, how big is that a flawless Computer Generated pig. Made by the most popular director in south korea. It made a huge splash at the festival the french tried to interfere with it. And it was boycotted by three major cinema chains in south korea. Talk about buzz that must have generated. Doesnt it just make you want to sign up for netflix if youre in South Carolina yes south korea yes. Making international bigger. Right publicity. Fabulous knowledge of south korean culture all the thing that the conventional studios reject or just dont know how to do. Alphabet, google came out with a function that lets you see news that is tailored to your interests personally ive always disliked the newsfeed that comes from google. It sends you to some extraneous news entity. But googles now been able to algorithmically mine what youve asked them for in the past then they can send you a personal feed that really does match what youre really interested in. How fabulous is that ive wanted this for ages. Today they produced it stocks should have rallied on the news now, im not saying these stocks cant go down. Alphabet and netflix both declined but they keep generating actual events and products that are indeed additive to earnings, raising numbers faang. As long as that continues to happen, these stocks will continue to go higher. They seem to introduce needle movers every single day of the week nick in my home state of new jersey, nick caller thank you for taking my call. Thank you. Caller paypal, the stock is up about 50 this year is it time to sell or more we care where its going to, i saw a great number today i expect nothing less than that from mastercard, thats going to raise the valuation. Dan is doing a remarkable job. Theyve been wrong paypals been right. Stay long. Rob in rhode island. Rob . Caller jim, hi this is rob from rhode island. Booyah booyah caller whats your take on under armour i think theyre making a turn i think its a slow turn, not a fast turn. I prefer nike over under armor kevin plank is going to get back on his game. He doesnt know how not to kevin, you should come on the show and talk. Art in california . Caller yes, mr. Cramer, i like your advice on cbs health thats been going downhill. Ive got to tell you, my travel trust, we booted walgreens today. Why . Because we think were going to wake up and see amazon decided to do drugs, prescription drugs. And thats going to be the end cbs will be down 10 and walgreens down 10 im done im done with waking up and seeing amazon hurt my travel trust. Thats it. Okay i know they cant do all these things and i know that one day well say, you know what, this is a bridge too far but right now, amazon, im as concerned about them as everybody else listen up im saying it loud and clear, faang facebook, amazon, netflix, and alphabet can still go higher they offer innovation on a daily basis. Theyre actually adding to their earnings wondering how to connect with chinas consumers . Dont miss my exclusive with an alibaba claim, up over 40 over the last month alone i still think it might be a buy. Do your stocks have what it takes to survive in the unknowns in the market . Ill be the judge in am i diversified. All your calls, on tonight in the lightning round. So stick with cramer [car tires screech] [bell rings] at the lexus golden opportunity sales event before it ends. Choose from the is turbo, es 350 or nx turbo for 299 a month for 36 months if you lease now. Experience amazing at your lexus dealer. And i am a senior Public Safety my namspecialist for pg e. My job is to help educate our First Responders on how to deal with natural gas and electric emergencies. Everyday when we go to work we want everyone to work safely and come home safely. I live right here in auburn, i absolutely love this community. Once i moved here i didnt want to live anywhere else. I love that people in this community are willing to come together to make a difference for other peoples lives. Together, were building a better california. We can name 1. 3 billion reasons why china is a big deal. Some of the worlds biggest brands navigating ecommerce in the peoples republic. Does it have a place in your portfolio . You know whats growing faster than ecommerce in the u. S. Ecommerce in china more and more people are trying Online Marketplaces for their shopping needs that means if you want to do business in china, you really need a digital presence. Which brings me to bal zun, which trades here. The Ticker Symbol is bzun, one of the leading ecommerce provides of solutions. It will analyze consumer dat a. They have huge customers microsoft, panasonic, j j, philips, levi strauss, haagendazs just to name a few if you want to do business in china, you have to go to bal san. Tyler in new jersey asked about those on july 7th. Bal zun saw the call in the show this is the second ceo who appeared thanks to fabulous callers. Lets take a closer look with vincent chu to get a better sense of how his company is doing. Welcome to mad money. Good to see you, sir. Good to see you, jim. Have a seat. Thank you let me ask you something, vincent, if i may call you vincent. I have always marveled some companies do incredibly well in china, for instance, nike. I see that as a customer of you. What would you do for a nike yeah. Thats a good question, jim. Actually, we just are here to bring the brands to be successful in chinese ecommerce market so in this case, for example, mi nike, we have their stores, on alibaba platform and run all this business for them happy to see that from very small number of sales to todays billions of sales of nike in this ecommerce, a way we help the brands. How do you get paid by nike generally it is a service fee, a commission. This kind of, you know, mechanism for most of the brands. I was talking to my staff and said, wait a second, they have haagendazs. You dont order haagendazs online, its ice cream they told me theres an advertising component of alibaba that we dont have on amazon and that thats a great opportunity for haagendazs, but they need you to do that, too. Haagendazs is a very special case actually we sell two kinds of products through them online first is the coupons coupons. Coupons is a good way to do the marketing, plus sales. You can redeem all the coupons on the offline stores. Okay. I know you watch the show, so we have manny tricot on all the time hes been telling me that Tommy Hilfiger has been turning on the jets in china. Again, i must think that means he has to consult with you, people consult with you to figure out how to position the brand of Tommy Hilfiger. As you said, it is good thing for you to mention Tommy Hilfiger, one of the latest brands were working with. Oh, really . Yeah. Last month actually, this month we opened their store on the tmall were trying to make the business better. Tommy is, you know, is the new brand. We hope that in the coming years we can bring them very, very, you know, high im counting on it. The stock has been doing well. Ive been saying part of that is the diversification out of the u. S. Into china. Yeah. When jack comes here and talks about helping small to medium sized businesses to do business in china, i would imagine that again they just cant go over and put a website up they need the help of a company like you we have a very big space to deliver a bunch of services to make that possible so for example, its not only the big brands, like nike, there are other smaller brands today, but can be bigger in the future. We also have this kind of boutique and the smaller, medium sized brands to, you know, to the ecommerce business in china as well. I read through your excellent training, tremendous transparency which i absolutely love, warehouse fulfillment. Thats Something Else i wouldnt have to worry about because of baozun. We are onestop solution providing in china a full service provider. So from the very front end, we call this Digital Marketing. But its actually advertisements, promotions for the brands then the sales you know, we generate all those on the website the last part is the fulfillment site you have to ship this to your consumers. Thats the three aspects we are doing. You can help with the Search Engine optimization, so my ads will be seen definitely. That is part of our Digital Marketing services from the very front end to the very back end. Okay. I noticed at the beginning of the transcript, you used the samestore sales i try to figure out the metric so we know apples to apples. Why is that a good measure, same store sales . Jim, actually, our growth is a conversation of different aspects. Why is that the same brand growth, means that compared to the last year, how big is the growth of this same brand today. Right. The other dimension is that we are attracting more and more new brands onboard so that is also added to the growth of bao zun. As a primary metrics, the samestore growth is so important. I have to tell you, i did all the work on this stock, and i was surprised a at how the market capitalization is very small. Versus the opportunity thats why our caller seems very right. Im always a little reticent to recommend a stock. I would tell people, do the homework, but this sounds like a very exciting story. Im recommending alibaba, the only chinese stock im recommending i think this is a very good companion to alibaba. Thank you so much i hope in the future it can be the second. When you come back on the show, i hope so. Again, thank you to our callers for bringing companies to my attention that i otherwise do not know mad money is back after the break. Whuuuuuat . Rtgage offer from the bank today. You never just get one offer. Go to lendingtree. Com and shop multiple loan offers for free free . Yeah. Could save thousands. You should probably buy me dinner. No. Go to lendingtree. Com for a new home loan or refinance. Receive up to five free offers and choose the loan thats right for you. Our average customer could lower their monthly bills by over three hundred dollars. Go to lendingtree. Com right now. Your insurance on time. Tap one little bumper, and up go your rates. What good is having insurance if you get punished for using it . News flash nobodys perfect. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch and you could save 782 on home and auto insurance. Call for a free quote today. Liberty stands with you™ Liberty Mutual insurance. Your bbut as you get older,ing. It naturally begins to change, causing a lack of sharpness, or even trouble with recall. Thankfully, the breakthrough in prevagen helps your brain and actually improves memory. The secret is an ingredient originally discovered. In jellyfish. In clinical trials, prevagen has been shown to improve shortterm memory. Prevagen. The name to remember. It is time lightning round are you ready . Well start with george in florida. George caller well, jim, thank you for taking my call tonight. It is my pleasure, sir. How can i help caller well, jim, if i can first, id like to say hello to a very dear friend of mine, donald rapost. Hes located up in woodstock, connecticut. And don introduced me to the stock market many years ago. And i feel blessed. All right, there you go whats up . Caller now, the purpose of my call, i really would like your thought on energizer. Its just okay. I prefer actually to o own Proctor Gamble where youve got a fabulous engagement investor procter is the way to go lets go to billy in virginia. Billy . Caller hey, jim. How is it going . Its all right. How about you . Caller good. Thanks for having me do you think the share quality is reflective of the lack of knowledge or confusion about the Company Going in the right direction . Theyve got cash but not momentum i think its correctly priced. Taylor in california caller jim, how are you doing . Great show. Thank you, taylor. Caller should investors be shorting Cheesecake Factory with the Quarterly Report and transition in retail dining away from 5,000 to 7,000 square foot sitdown restaurants . Its profitable it was not a great quarter i do prefer garden im not going to short a company thats actually done a pretty good job over the years. Lets go to john in nebraska john reporter jim thanks for taking my call yes. Caller my stock is esv. No who wants offshore drilling into the wrong call michael in california, michael caller booyah, jim boo y. Caller thank you for your show and podcast i have a stock, 228. Seems like its still climbing weight watchers. Ive got to do a piece of this thing its nonstop up. I feel like i completely missed it so i cannot opine on it. I dont deserve the right to be able to opine on it. Because i missed it that bad lets go to josh in new york josh caller jim, big booyah from new york. Whats going on caller my question pertains to schneider national. You had them on the show a month ago. Im wondering if i should sell i thought it was fine Union Pacific on this decline is more impressive to me. I think youre fine with that. Lets go to steve in california. Steve . Caller hey, booyah from Redondo Beach. Im getting a lot of calls from there i like hermosa beach, too, i just want to say that. Caller im always calling you from Redondo Beach ive got a good problem in my roth i. R. A five stocks and adobe is one of them. You got that at a high quality. Working for you every minute why cant we own all of them adobe and microsoft. Youve got to be diversified one more call. John in pennsylvania john caller hey, jim. Big fan of the 2005 season learned a lot. One point youve always made is the trend is your friend Holman Company put a 40 price tag on trtn. Guiding up for the quarter full year, do you think it goes to 40 i listen to Union Pacific and csx. Intermodal is very, very strong. Its got the wind at its back, but specifics of tritan, im not sure sure that is the end of therse . Im crazy stressed trying to figure out this complex trade lightning roun lightning roun lightning roun lightning round well, you could get support from thinkorswims inapp chat. It lets you chat and share your screen directly with a live person right from the app, so you dont need a comfort pony. Oh, so what about my motivational meerkat . Inapp chat on thinkorswim. Only at td ameritrade. A used car, to keep our community safe. Before you do any project big or small, pg e will come out and mark your gas and electric lines so you dont hit them when you dig. Call 811 before you dig, and make sure that you and your neighbors are safe. 811 is available to any business our or homeownerfe. To make sure that you identify where your utilities are if you are gonna do any kind of excavation no matter how small or large before you dig, call 811. Keep yourself safe. You may think bang is indomitable. You might be right but while facebook, amazon, netflix and alphabet formerly google seem to be on an unstoppable path to domination i wouldnt put all my money in one space. They all trade together, theyre joined at the hip, but build a defense in the event heaven forbid these stocks no longer perform the way they do now. Or one brings them all down. You should put together a well diversified portfolio from many different sectors. Why we play am i diversified. Give me your call, tweet me, tell me your Top Five Holdings ill let you know if your portfolio is diversified so lets start with a tweet from red hawk abbott, win, hig, which is the insurance company, cocacola, and american tower, am i diversified . Lets take a look at these what do we have . American tower is redhot. Ive liked that forever. Remember the big rate at 90 . How wrong they were. Wyn, we recommend that stock since it was at 40 hartford, property casual insurance. Cocacola with the new man at the helm there weve got a drug company, a beverage company, insurance company, a cell phone company, and weve got a company that is in travel and leisure. That is what im talking about perfect. Lets go to jessica in georgia jessica . Caller jim, booyah i like that whats going on . Caller im a huge fan. Thank you so much for taking my call. Thank you. Caller so, im here in georgia, southern International Realty portfolio has slowed down a little bit im wondering if diversify enough, not only to stay in the green in 2018, but to also see another push in the next three to five years . Okay. What would this be caller okay. The five biggest positions, ive got apple, allergen. Those are my two longest heavy positions. All right. Caller and then cisco, dell technologies, dvmt, and exxon mobil. Okay. Okay so allergen, big pox for club members. A great drug company has to close above 250 according to the technician. Apple, own it. Last two quarters ive not been happy about dell but you get a good yield exxon mobil. This is a convoluted situation youve got tech and tech were going to get tech, tech, tech we cant abide by that were going to keep apple. Get rid of cisco instead of cisco, what well put in, because we have a Health Care Company already, were not going to add to more health care why dont we put in honeywell, which im confident is going to report a good number tomorrow. If it comes down, well buy it and were going to have to get rid of dell. What well do is put in cant do retail anymore because of amazon why dont we go with a bank. I like to go with keybank. Well go apple, well go key, i feel a lot better about that honeywell. The oil and gas, well keep that nice diversification allergen, well keep that, too the drug group is on the margin. Thank you for the kind words don in california . Caller jimmy how are you . How are you caller good. Thanks for taking my call. Of course. Caller ive got apple, skyworks, gilead, twitter, and a little a b all right lets get that up there. Gilead inched up biotech has caught a bit thats okay. Value stock. Trulio, i like when the ceo bought all that stock lower. We have to wait to see the next quarter. Twitter has snuck up out of nowhere, above 20. On no conversation, nothing. Skyworks reported after the bell i thought the number looked good and apple. Were going to keep apple. We cant have all this tech. Again, way too much tech this is the kind of thing that worries me well take skyworks out. We need keybank in there well take twilio out. Lets keep twitter weve got to find out what the heck is going on i cannot tell you to sell it i like the action in it. And weve got the health care gilead if we had nothing but tech and didnt have so many other stocks, we would be killing it, but thats not the way we play it michael in maryland . Michael . Caller hey, jim. My five stocks are bank of america, johnson and johnson, viacom we dont see a lot of viacom. Lets go there to start. Entertainment company challenged by the cable were okay carnival, wow, what a quarter. Royal caribbean was up today carnival, six of one, half a dozen. I like carnival. Verizon, one of the great quarters for Johnson Johnson lets talk about the future being better bank of america, great quarter weve got a drug company, telco, travel and leisure and entertainment. And that is fine for me. Wow. We had to do a lot of work guys, i know, i mean, with microsoft and faang, you want to have just tech, so do i. But then one day you come in, and you are eviscerated. Stick with cramer. Earlier this week i did a piece about whats going to happen later in the week the two stocks i said you have to buy if they come down at all would be visa and microsoft. They just reported outstanding quarters microsofts Cloud Business azure is doing so well stay long both of these. Theres always a bull market somewhere. I promise to try to find it just for you here on mad money. Im jim cramer, and ill see you tomorrow or fight each other for a deal. This is shark tank. Is jason lucash and Michael Szymczak with a creative new technology business. Im jason. And im mike, and our company is origaudio. We love to travel. Were total travel junkies and have been all over the world. And we also love music. And the great thing is, our company combines both