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Given that we got a heck of a lot of dips going on in a market like this one, where the dow sank 29 points today, s p declined 0. 44 . Nasdaq lost 0. 92 , i think its going over who does have credibility and who doesnt. So that you can learn how to tell the difference and do some buying as we are now down eight straight days. Thats the longest losing streak since october of 2008. Thats staggering. Lets talk with someone whos got credibility in spades, rick clemmer. Hes the ceo of nxp semiconductor. Hes been a transformational executive. Nxp was long viewed as little more than a component supplier for apple. Last year he snapped up freescale, a maker of chips for autos and the internet of things for 11. 8 billion. Four private equity firms had led a leveraged buy, paying company was always a few steps away from deaths door. But to him it was a way to diversify the footprint away from the cell phone and towards autos and internet of things. Now qualcomm is buying it for 110 a share. This stock could fall into the mid60s in february. Youre getting a monster return here. My Charitable Trust has owned this one for ages. Rick clemmer is the definition of bankable. Trying to adopt the same strategy. Speaking of fitting, you know who has lost a great deal of credibility . James park of fitbit. You may like the product, but one thing we know about this stock is it loses you fortunes. Last night park came out with some horrendous numbers and an even worst forecast. This is kind of astounding to me because i had park on the show were showing dramatic weakness for his products, he dismissed them out of hand, pointing out how well fitbits were doing on amazon. I dont think park was lying. I do think he might have been clueless. If he was doing a more rigorous job running fitbit, dont you think he wouldnt have to wait to find out how terribly his products were really selling . Todays 33 decline was brutal, but i say forget fitbit because the companys credibility is now nil. Thank heavens i hit the dont buy button on the eve of this report. Let me give you another positive example, though. Jeff bewkes, the ceo of time warner, hes got a ton of credibility. Hes created a huge amount of wealth for shareholders by getting rid of many extraneous properties and transforming time warner into a pure media company. After he was done cleaning house in july of 2014, fox came in with an 85 takeover bid after all the work that bewkes had done. A 14 premium to where this Great American had taken the stock. But bewkes point blank refused was a nonstarter because he wanted a price well over 100 a share. So fox walked away, and a lot of investors cursed bewkes for his hubris. But lo and behold last month at t agreed to pay nearly 110 for time warner. Thats what i call credibility. On the other hand, theres the ceo of Occidental Petroleum who earlier this week reported a devastating and completely inconsistent quarter with a fright foolhardy Spending Outlook to boot. She recently took over from stephen chasten and apparently they couldnt be more rigorous. He was tight fisted, always concerned his Balance Sheet not be stretched. My Charitable Trust, which had a position, committed more capital to it. But when this quarter was announced, we learned they spent in whats become an expensive region even though they already had a fabulous position. Even worse, after listening to the Conference Call, i started to worry about the dividend itself. Yep, occidental has gone from a stock i coveted to one i wish the Charitable Trust simply didnt own. And if the price of oil bounces, well, were out the door. Sometimes executives dont get the credit they deserve. So let me give you a typical example here. Im sick of tim cook never receiving the benefit of the doubt at apple. When he o at 53 ducks. Now its at 109. 104 gain. Yet cook is doubted almost constantly. He was doubted when apple was at 93, and everyone thought the new iphone would be a dud. Then he was pilloried after the Company Reported a good quarter last week when the stock was at 115. We keep hearing apple has stopped innovating with cook. Why are so many people switching plus he hardly gets any credit for the Service Stream. 50 plus gross margins. Even when the analysts do talk about it, they talk about the Service Stream as accidental. Cook somehow backed into it. I only wish more companies could back into a 28 billion business like that. Apple supplier chip Company Qorvo slashed its forecast badly. Now, heres what you do in these situations. We did an off the charts the other night saying it could go to 102 and all bets will be off. You got to let the dust settle here before you pull the trigger if you dont own any apple. Its expensive. In contrast weve got nick woodman, the founder and ceo of gopro, total commodity. He has no credibility because he created an ecosystem that never really took off, the opposite of gopro, you didnt need another gopro. Even as they kept introducing new iterations. It just isnt that special. And gopros earnings were just slashed. Its forecast was slashed beyond recognition this evening. Fitbit, nothing more than a commodity. Now, there are two others that have been called into question right at this very moment. The first is the Management Team at facebook. This stock got hammered today, but i think its a victim of its own success. I keep telling you not to trust stocks that run up into their quarters. Facebooks stock ran up aggressive i think the company was managing down conservatively on its Conference Call last night and ult mate well see it as a desire not to let expectations get ahead of themselves as facebook tries to recruit another billion people to its properties. More on facebook later in the show. For now, i think its a buy into the further decline that i expect from these levels in tomorrows session. Maybe monday is a better day. Tomorrow i expect will be weak too. Finally Bret Saunders at allergan, who now is despised. Hes made shareholders a fortune but this recent run with allergan, its now become a real loser. It could have been a huge winner when pfizer tried to buy the company last year, but then the Treasury Department changed the rules, moved the goal poston tax inversions, blocking the deal. It has really been downhill ever since. Yesterday saunders announced a 10 billion buyback coupled with a 70 cent quarterly dividend, but allergan also missed estimates and the stock has been crushed, falling from 209 to 189. This is just in a twoday session. Thats down a stunning 45 from its high. We own this stock for my Charitable Trust, and weve been telling actionalertsplus. Com over at thestreet. Com that saunders isnt getting enough credit in this vicious environment for drug companies, but do not touch the stock until it gets to 180, which is about at that point it will be cheaper than Johnson Johnson, pfizer, bristolmyers, and eli lilly own though it has a much faster growth rate than every one of those, and thats insane. But its what happens when the market takes away your credibility prematurely. Even as it sold at this time generic business to teva earlier this year. But it did get some stock, and teva stock is down 10 . Management matters. So remember track records. Remember whats been said. Remember whats been done. Judge ceos on their words and deeds and performance and character, and be prepared to stick by that judgment when times get tough. When times get tough like they sure are getting now. Joey in florida, joey. Caller yes, sir. Thank you for taking my call. Of course. Caller a booyah from the space coast. I have a good, well diversified portfolio that ive developed over the last 15 years. Stocks such as pepsico, which have tripled and quadrupled in value. My question is this right here. With the impending election coming up, historically the market has been volatile regardless of which party gets in under a new presidency. Right. Caller would this be a great time to take these things off the field and step back for a while if it goes down and ive got to tell you, joey. Day with jack moore who runs the Charitable Trust with me, and were not a hedge fund. We dont want to flit in and out. We raised a huge amount of cash, the biggest amount of cash. You raise the cash. Weve been sitting on this huge cash position, havent liked the market because of this election. Thats what you should do. I dont want you to sell everything. I think you should raise cash. Take some off the positions you dont like because this market now, its oversold. Wait for a bounce. Eight straight down days, but understand thats what we did. The Charitable Trust isnt a hedge fund. No need to cashier all your positions. Martin in my home state of new jersey, martin. Caller booyah, jim. This is martin from nyack, new york. Dont get us mixed up. Good to have you. Caller im up 40 even after it dived. Is it a trade, or do i hold it as an investment. What was the stock . Caller etsy. Look, i think you have to if youre up 40 and you take a quarter off it, all right, because we dont want to give it all back. So if you have like 200 shares, take 50 off. I do think etsy is a great long term story. Its just its run so much and this market is taking no prisoners. Like i told the previous gentleman, you want to have some cash on the sidelines just in case this down eight days straight doesnt end. I know we should bounce because were oversold. I would sell 25 . Let the rest run. Credibility in this market is as good as currency but not a lot of people have it. Records you can count on. On mad tonight, Take Two Interactive has developed some of the biggest titles in the video game industry, but can the maker of grand theft auto continue to rise . Im sitting down with the ceo to find out if its game on after earnings. Then three little words caused Facebook Stock to tank. What were they, and can the stock regain its footing . Ill reveal. And will the results of next weeks election impact American Electric powers chances for growth, or will they power right through . Ive got the exclusive with the companys ceo. So stay with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Why are you checking your credit score . I wanna see if it changed. Credit scores dont change that much, do they . Really . Ill take it. Sir, your credit. Is great right . When was the last time you checked . 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And clear your worst cold symptoms. Start the relief. Ditch the misery. Lets end this. I keep telling you that the video game space is on fire thanks to the fact that more and more People Choose to stay home and last night we got still more confirmation of this when Take Two Interactive, the game developer best known for grand theft auto, reported a blowaway quarter. Take two delivered a stunning 15 cent earnings beat off of a 30cent basis with higher than expected revenue, up 21 yearoveryear. Management maintained their full year revenue and earnings per share guidance. Thats why the stock shot up over 3 today. Remember, it was a terrible day for the market. This move was totally gettable. If you listened to the ceo last time we spoke, you now have a terrific gain of nearly 30 . Lets check back in with strauss zelnick, the bankable chairman and ceo of taketwo interactive software. Mr. Zelnick, welcome back to mad money. Good to see you, strauss. Nice to see you. Thank you. Im holding up a picture of an ad. It looks just like a movie ad. Mafia 3. June 22, 1993, when the movie industry wunderkind left, did you ever envision youd be making something that would look like a full page ad for a movie but certainly is probably more lucrative and better received . Its actually what i thought would happen. Thats why i went to crystal dynamics, and in fact i thought the video game business had the creative opportunities and the the 30s. How is that possible because that was when we had chips that were incredibly slow, only main frames were able to do anything fast, and you could never have anything in your house that would have the Computing Power . Crystal dynamics promise at the time was it was going to be the first maker of highdefinition video games, but they certainly didnt look highdefinition compared to what we see today. Why is this what i see as i think it came out hot because its gritty. Its authentic. The soundtrack is unbelievable, and i think weve set a new standard for a cinematic video game. Were not trying to make interactive movies. We are trying to make incredibly realistic, compelling video games that have strong story and character elements and great game play. How long did it take to make Something Like this . The title . Several years. Several years. You have said over and over again on this show that you do this is an example of something you waited and waited until it was exactly right. I think the team at hangar 13 did an incredible job. It was their first effort for 2k and taketwo, and were incredibly proud of what theyve achieved. There are some other secular stories. My wife and i are talking about how were picking games already for we have a package for the nets, and i couldnt believe we were talking about basketball before the season really had nba 2k, people are talking about playing that before the season had begun. Its a yearround game. When we started at taketwo, basketball and the other sports games tracked the season they were in. And now with the engagement last year around, if you have a good game, and the revenue last year around, because we have recurrent Consumer Spending opportunities both in the game and in the my nba 2 k companion app. Are these happening so quickly they overrun what people quarter was extraordinary . I think actually we do have a sense that the opportunities are even greater than many of us had thought, and its a nice place to be. So that im not promoting it from our point of view, lets look at it from the industry point of view. Interactive entertainment is the Fastest Growing part of the entertainment business, has been for some time. The average age of one of our consumers is 37 or 38, skews slightly more male than female, their lives the entertainment they avidly consumed at the age of 17. You know that to be true. Im getting doubledigit number percentage of days spent on gaming. I think that will continue to grow. As the games get better . As the game gets better and as the cohort grows. As they age, they dont stop playing games and new people begin playing them. Talk to me about wwe which i had been dismissive of at one point until my friends are telling me that theyre front row seats. I will be taking you to wrestlemania. Before we signed that deal, i went to wrestlemania here in new jersey. There were 90,000 screaming fans in the rain. You couldnt pry them out of their with a crowbar. And i went back and said to the team, i think were good to go. Were excited because the game has gotten better. We expect to be up yearoveryear on the title. Well still when you look at redemption coming out . This obviously does matter. I know youre the least promotional ceo but also the ceo has done the best since weve been interviewing. You cant promise necessarily when something will come out, but this could be big for next year . We said fall of 2017. But how do you know that when youve told me over and over again, if its not perfect, youre not going to let it come out . Theres no question that perfection is the standard that the team is seeking. Its certainly thend confident that were going to be out in the fall of 2017. With Red Dead Redemption 2 and with an online component. Are you close to nvidia, any of the Chip Companies . When you left fox, you was looking at your background when you were the wunderkind, and i know you had to believe that the computers were capable of something. Nvidia is about to report, and what im hearing is the chips that they have in the hopper will make it so that we really between reality and virtual reality. Im pretty sure weve talked about that here before. I think the creative part of our business, which is driven by technology, is when what we do looks like live action. Do i think that will be possible . Unquestionably. Timing . Cant really call it. If you believe in moores law and, remember, moores law was not supposed to last forever. A lot of people debate when its coming to an end, and youll even read in the last few months people saying, yes, finally ive read that. Work at intel. So far hasnt happened and i do believe our games will have the opportunity to look like live action. Were still going to make titles like borderlands, but for some of our realistic titles, its going to be possible. I know cliff mason who is my cowriter who said you would be remiss if you didnt ask strauss to date how many units sold, grand theft auto . Thank you, cliff. I appreciate it. And it continues to sell. Its one of the reasons we had such a great quarter. And three years after release, grand theft auto online had yearoveryear growth in the quarter as well. But thats not possible. I think its become the standard bearer for this generation. It really has. I just got to congratulate you. Weve known each other for a while. Youve never overpromised. You have always been consistent, and its just been a remarkable run. Thank you so much to strauss zelnick, chairman and ceo of everyone is playing mafia 3. What can i say . Yes, cliff loves it. Stick with cramer. Announcer coming up, more than a billion people are using facebook on their mobile device. But after a big post earnings selloff, can the stock stay as popular as the social network itself . Find out when mad money returns. You gotta try it, its terrible. I dont wanna try it if its terrible. Its like mango chutney and burnt hair. No thank you, i have a very sensitive palate. Just try it guys, i think we should hurry up. If you taste something bad, you want someone else to try it. Its what you do. I cant get the taste out of my mouth if you want to save fifteen percent or more on car insurance, you switch to geico. Its what you do. Shhh dog, dog, dog. . . Dry spray . . . Thats fun. . . Its already dry its very soft. Can i keep it . laughter all the care of dove. Now in a dry antiperspirant spray. Awarded best of beauty by allure. Question, are my teeth yellow . Have you tried the tissue test . Ugh yellow. What do you use . Rips whiten 25 times better than a leading whitening toothpaste i passed the tissue test. Oh yeah. Crest whitestrips are the way to whiten. I love my shop, but my back pain was making it hard to sleep and open up on time. Then i found aleve pm. The only one to combine a sleep aid plus the 12 hour pain relieving strength of aleve. Now im back. Three little words trumped everything fantastic on facebooks Conference Call last night. Three little words outweighed the companys staggering 56 Revenue Growth up to 7 billion, not to mention its rapidly expanding Monthly Average user base of 1. 8 billion people. 1. 2 billion of whom check it every day. And of course its unbelievable 2. 4 billion in net income. What words could be that the first was meaningfully, as in add Revenue Growth rates will come down meaningfully. Then aggressive, as in 2017 will be an aggressive investment year. And substantially, as in there will be substantial growth in capital expenditures. It didnt matter what facebook had done in the past, including giving similar guidance about slow downs to come. Projected toward the low end of its expense forecast. It didnt matter that facebooks average price is actually going higher. So even if the company restricts its add load to preserve the user experience, they can still make more money. Nor did it seem to matter to anyone that as facebook makes video its priority, it dramatically increases its total Addressable Market in advertising, allowing it to capture an ever larger slice of ad business. 7 billion quarter as large as that still leaves plenty of room for improvements that theres 250 billion in quarterly ad spends up for grabs. And facebook is reaching 16 of this right now daily. Facebooks penetration could be much higher. I think the ceo is thinking that way. They just need more form factors to reach their users and keep them logged in for longer. Thats exactly what zuckerberg and his team spent most of the call telling you, not that anyone cared about that. Telling you what theyre developing. Thats where the aggressive spending is going. Put this somehow on course to reach more viewers for longer periods of time. Theres no reason to believe that their current need to spend aggressively, including substantial Capital Equipment to handle all that traffic that they generate will be any different. No reason to believe. Yet the takeaway from the call was that meaningful meant material or perhaps even extremely material, which implies listen up, wall street, time to take down your estimates. These three words amounted to a forecast cut in many peoples minds and st trajectory. Now, no analyst actually cut numbers today but it didnt matter. We have a jittery market and many investors decided they had enough of facebook, too good to be true, and wanted to get out ahead of estimate cuts even if there arent any. Which is why the stock ultimately fell 5. 64 . Add in two more elements. Why would the company need when youre in a negative mindset like this market, you must be taking share from facebook, and, two, the world of advertising must be tapped out. Facebook doesnt want to be the one trick cell phone pony these same analysts think the deplorable apple has become. Put it all together, and meaningful, substantial, and aggressive all sound like code words for we arent doing as well as you think because theres a ton of competition, so take down those numbers. Now, lets step back for a second. Lets temper these words. Les say what really happened here was the cfo who said th words is simply saying things are great, but you know what . I dont things can stay this great although they sure have lately. Then what would have happened . I think analysts would have raised numbers and price targets to levels that actually could be too hard to beat. If you own the stock, you want exactly what happened last night. If you dont own it, be prepared to buy it as it gets cheaper when it comes in and this market gets even uglier than it has been. Right now the market is saying just say not a hit at all. Im saying the stock ran up a great deal and is just undergoing profit taking but that it could be a part of the multi day variety of profit taking. Heres the bottom line. Ive been wrong so to speak for 100 points of upsize on facebook if you judge it instantly when i tell you to buy it, and ive been right for a hundred points if you just give it some time as we did for my Charitable Trust. So just be patient. I think the bulls like me will be right all over again when it comes to fb. Rajan in california, rajan. Caller hey, jim. Thanks for taking my call. Of course. Caller i owned Acacia Communications but sold when it started down trending. Right. Caller do you think its a good idea to get back in, and if so, when . You know, this is one of show sliver stocks we talked about where all they did was offer a little bit of stock and it got really hot. The stock is trying to find its footing. Its trapped by a lot of these other stocks right now. We could be talking about twilio too. My take is you need to see i know this is going to sound strange. You have to wait for a bounce. This is something we used to talk about all the time on the trading desk. Until this stock has a bounce, its just going to go lower has people keep panicking. It has to stabilize. It will be very clear when it stabilizes. It will stay where it is for a couple days and not keep going lower. Art in maryland, a caller hey, jim, booyah, baby. Booyah. Caller i have a question about amd. Okay. Caller they recently came out with three chips for mac computer, and they also have one of the chips is for artificial abstract reasoning similar to watsons ibm. Appreciate your comments and thanks for taking my call. Still pretty much a commodity semiconductor company, and i think its good. I think its inexpensive, but it just did a very big financing. The one that were keying on is nvidia. Thats the one right now that has the most momentum, and broadcom avgo is the one that i think is going to lead the group. Those are the ones we take our cue from. Qorvo reported disappointing tonight. Skyworks is about to report. Amd is caught up in that. I think if you can get it at six plain, its darn good. Which facebook do you believe in . Is it the old social star with new competition or only in the early innings of its growth story . As an investor, youve got to decide. I think theres still much more ahead. Now, speaking of much more ahead, theres much more ahead on mad money. Its been a tough couple of months for the utility stocks, including aep. But can the stock regain its electricity in the market . Electricity we can get because i am all charged up for tonights edition of the lightning round. Bring on your best ideas. But first do your stocks have what it takes to survive the unknowns of this market . Ill be the judge of that when we play am i diversified . Its been a rough few months for the utilities cohort. The whole group has been slammed for one simple reason. Market equivalent stocks so when we expect the Federal Reserve to raise interest rates, something thats likely to happen next month, these high yielders suddenly become a lot less appetizing and money pours out of the sector. But the thing about stocks is they get cheaper as they go down, and that goes double for stocks with big dividends. Take American Electric power, a company that owns the largest Power Transmission network in the country, serving over 5 million customers in 11 states. Also a stock we own for my follow along at actionalertsplus. Com. Now, we started buying aep back in january, and the stock ran from 58 at the beginning of the year all the way up to 71 at its peak in early july. Remember in the first half, the utilities were red hot as investors desperately searched for yield. Since then, aep has fallen down below 63. But that has nothing to do with the business. They reported a nice top and bottom line beat on tuesday, and management even raised their full years earnings guidance. On the same day they held a Analyst Meeting with a plan for faster earnings growth. Terrific sto but this is a dividend stock with a 3. 75 yield, and the people who owned it for that have been selling the darn thing as bonds become more attractive. The yield on tenyear treasuries has increased by about 40 basis points. I think the fundamentals matter although you might need to be patient before that happens. Lets take a closer look with nick akins, the chairman and ceo. Mr. Welcome to mad money in person. Good to see you, nick. Nick, a little snippet from your Analyst Meeting. Everything can get it online. Its all there including the tech. As i lead up, this is the story of aep. Its more regulated and more certainty. So from a shareholder perspective, it should be just an excellent story for investment going forward. Isnt that too good to be true . How can that be . Its not too good to be true because weve been in a several year process of transforming regulated so it can provide consistency, quality earnings, and obviously dividends as well to our shareholders and reform the business in that perspective has really worked out for us. Now were fully regulated and we raised the Growth Profile of the Company Going forward. So its going to work out great. There was one point in my career i wanted all these utilities. Everybody told me you wanted go go utilities. They, you know, they went around the universe trying to sell power. That model did not work, did it . Consistency for our shareholders, and thats what they expect obviously. So we want to make sure the business actually focuses on that, and we have the added benefit of a huge transmission in infrastructure play that makes a lot of sense. How can you assure growth at a time that is so uncertain in this country . Because we invest our capital. We have a 17. 7 billion in capital that were going to be investing over the next three years in infrastructure, and we recover through the regulated an r. O. E. Thats associated with that. So we actually produce earnings from that perspective. So return equity has been consistent . Yes, and we have the largest Transmission System in the country so the return on the equity for transmission are usually higher than the stateapproved r. O. E. S because the commission rightfully so wanted to encourage transmission to be built. My colleague interviewing elon musk. Hes got solar panels. They look like singles. And i was thinking what happens if everybody did that, nick . What happens if everybody put shingles on and every Power Company had to take the power from individual houses . To me the grid would fall apart. Were not ready for that. Theres a huge challenge associated with that because the more distributed generation like that you have, we need to be able to control it and manage the grid itself. Strategy of aep is around infrastructure to support all these Renewable Resources being added. So its not only the infrastructure of transmission and block and tackle type of investments, but its also in terms of information flow, in terms of new systems, new technologies that are being deployed so that these systems can be managed. So obviously controllability is key there. Now, i know being a utility company, you have to be neutral. I mean youre regulated by a lot one candidate is yearly procoal. He says that, donald trump. Another one may be more anticoal than president obama, not clear but it seems like it. A company like American Electric power which has gotten out of a lot of coal, which has reduced its Carbon Footprint dramatically, is that a defense against someone who might say, listen, i dont want any more coal . I think were doing exactly what our customers expect us to do, moving toward a cleaner energy environment. And for us, no matter who is business and we plan to be around for a long time. We manage between both parties all the time, and thats something i think that as long as were staying focused on the customer and the expectations there, then well be fine. Weve had a huge transition going on, and well continue that transition toward cleaner energy. Last question. I see that suddenly, mexico has got a shortage of nat gas. I see the plant weve been monitoring, theyre starting to is there ever a chance we have what happened to australia, where they ended up shipping so much they ran out . I think one of the clear issues that the u. S. Needs to consider is the pipeline capability across our system. So if were going to depend upon that particular fuel as a backup supply for intermittent resources in the future, we had better have the natural gas supplies and the accommodating infrastructure to allow us to depend on that particular fuel. Ship overseas or more that is shipped to other countries, we need to make sure we take care of the u. S. First. I think people should be thinking about that. They may be playing with literal fire. Okay. Thats nick akins. Hes chairman, president , and ceo of American Electric power. My Charitable Trust owns it. Its a stock that held up today. Maybe thats saying something. Mad money is back after the break. . Harrys meeting clients from far away. . . But they only see his wrinkles. . Things over. . . If only harry used some bounce, to dry. . . Yeah. . . He would be lesswrinkly and winning at life. . . Were going to prove just how wet and sticky your current gel antiperspirant is. Now were going to show you how degree dry spray is different. Degree dry spray. It is time it is time for the lightning round thats where i take your calls rapid fire. You tell me the stock. I tell you to buy, buy, buy or sell, sell, sell. Well play this sound [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money. Lets start withy caller booyah, mr. Cramer. Booyah. Caller zto express. Yeah, the zto express. Well, i got to tell you not really that big a fan of the zto express. As a matter of fact, were going to sell, sell, sell. After alibaba reported that great number and it went down, enough is enough. Steven in washington, steven. Caller booyah, jim. Hey, ive been watching charles i havent bought it yet. I was waiting for after the election maybe. I think youre absolutely right. Lets wait until after the election. Now were too close. I think its definitely the right call. Its got the right group. The feds going to raise rates. We have to wait until after the election at this point. Theres no reason to pull the trigger. Paul in new jersey, paul. Caller hey, jim. Big booyah from Englewood Cliffs here. Right around the corner. Whats going on . Caller i just recently picked up edwards lifesciences. You know what, the quarter was great, but the guidance was miserable, and the stock has this market does not like the high flyers right now, but i do think edwards lifesciences, if you take a longer term view, its right. Lets go to steve in kentucky, steve. Caller jimbo, i need yield, bro. Your thoughts on vodafone. I think youre right. Thats a good place to get some yield. The yield is 7. Its over there in the uk, but i think its good. I like the stock. Actually, i think thats a great idea. I think its a great idea. Peter in florida, peter. Caller jim, thank you for taking my call. Of course. Caller id like your take on uve, writing Property Casualty insurance based on the following fact. Its not bad. Its not bad. Allstate reported a good number yesterday. I have to tell you i actually liked the aig number. I know aig was down really bad, but i interviewed Peter Hancock this morning. That stock at 58, thats a buy too. I like the insurers, all three. If the fed raises rates, youre really going to do well. Lets go to jim in florida, jim. Caller hey, jim. Originally from bay ridge, so giants going to beat the eagles this weekend. Well, thanks for nothing. But go ahead. Ill still help you. You sound like a nice fella. Caller real quick, kra, kraton corporation, touted on cnbc a month ago. Its p. E. Is around 7. 8. Its got record earnings and sales, and its dropped 30 in the last month. Well, because it was up 100 and 66 . You know what, this is a stock that at this point were going to wait until after the election. This is another wait until after no need to rush. Mike in new jersey, mike. Caller everybodys got to eat, jim. How about hormel . Hormel, last quarter was not perfect, but i do like the sentiment. I would put some on here and then wait. We had that stunning treehouse miss today, ths down 16 points. Wow, looks like the ralcorp stock that conagra sold to them, not working. We thought it was for a while. Lets go to mike in illinois, please, mike. Caller hey, jim, froe congratulations. Caller thank you. My stock today is gigamon. Hold or buy more . Gigamons very, very interesting. You know, the stocks up 100 . It is absolutely in the sweet spot of highnetwork trafficking, like brocade that got the bid yesterday. But we got to let this cool off. There are too many stocks in the High Tech Group that are falling apart. Wait until it cools off. Let the rest of them fall down and then get a chance to buy it cheaper. Lightning round [ buzzer ] announcer the lightning round is sponsored by td ameritrade. Anything meant to std needs a stable foundation. A body without proper foot support can mean pain. The dr. Scholls kiosk maps your feet and recommends our custom fit orthotic to stabilize your foundation and relieve lowerback, knee or foot pain from being on your feet. Find your nearest kiosk at drscholls. Com. Also available for lower back pain, lightens the impact of every step. You bought a wig, a jersey, and overpriced nachos. Dont let sinus symptoms bring you down now. Get fast sinus relief with vicks sinex and get back in the game. Sinex, the congestion, pressure, pain to clear your head. Red 97 set red 97 did you say 97 . Yes. You know, that reminds me of geicos 97 Customer Satisfaction rating. 97 . Helped by geicos fast and friendly claims service. Huh. Oh yeah, baby. Iendly as it gets. Woo competition is everywhere. We cant predict whether Hillary Clinton or donald trump will come out on top, and we couldnt imagine the end of that nail biter last night between the cubs and the cleveland indians. But the key for a home run no matter how the competition shakes out in the market is to draft a diverse team of heavy hitters for your portfolio. Thats why we play am i diversified . This is where you give me a call. Maybe you tweet me. Tell me your top five holdings. I let you know if your portfolio is diversified enough or if you need to take another look at your roster because were down eight straight days. You need this kind of help. Up first, we have a tweet from willkelly3, who says am i diversified, bristolmyers squibb, darden restaurants, matador resources, General Electric and scotts miracle gro. Let me just do a quick check of something. Excellent. Okay. So scotts miracle gro, we know lawn care. I dont know. I mean home improvement, how oil and gas, drug, restaurant, and diversified industrial. Wow, okay. Industrial, restaurant, that is perfect. That is complete and utter diversification with a little bit of yield. I like it. I say well played. Not bad, not bad. Lets go to douglas in connecticut, douglas. Caller cramer. Yo. Caller hey, my companies are carlisle, exxon mobil, dover corp. , 3m and g. E. Interesting. Im going to show you a twist here. Its going to be interesting for you. Dover has energy exposure. Exxon has energy exposure, and g. E. Has energy exposure. G. E. Fortunately is offloading some of it to baker hughes. I dont like the dover. Dover is trading way too much with energy. Youre going to get a health care company. Were going to add Johnson Johnson and take out dover. That will give you a diversified industrial, another industrial but not a lot of overlap, a drug company, another diversified industrial, and oil and gas. Why am i okay with these verticals, and thats what matters. Polly in kansas, polly. Caller hey, mr. Cramer. Yeah. Caller first i got to tell you thank you, thank you, thank you. It was because of you that i took an investment class. Its because of you i read more about investing in stocks. So now help me out here and see if im diversified. All right. Al caller grub hub, gray television, mcewen mining, and williamssonoma. All right. This is very interesting portfolio. Okay. We got home improvement. We got entertainment, television entertainment. Weve got very highgrowth tech. Weve got a mineral company, very speculative. And weve got grub hub, which is my only problem here is we have to recognize weve got a lot of speculation. I regard grub hub as a little speculative. I regard box as a little speculative and this miner as a little speculative. As long as we recognize theres a lot of speculation here, we can accept it. I would have liked a little more yield. I would like to see a little bit of a g. E. Or a j j instead of one of these. Maybe we get rid of grub hub. That stock has had a big move. I would make those changes. Thank you for the kind words. Lets go to jennifer in ohio, jenn. Caller jim, its nice to talk to you. Same. Caller my stocks are apple, microsoft, gilead, oracle, and this last one im down 22 . Do i get rid of it . Its bristolmyers. All right. Lets go over these. Okay. Weve got microsoft, obviously a diversified technology, holding up really well in this market. Oracle and microsoft, both tech, along with apple. So were going to have to make some changes there. Gilead and bristolmyers. Bristolmyers yields 3. Im not going to say cut and run there although my Charitable Trust felt after that last good quarter, time. Gilead, no yield versus bristolmyers. Lets take this out and put g. E. In. Lets take oracle out and lets put in you know what . Were going to have to put in let me just see. Theres something from my Charitable Trust that i really just absolutely think that should be in there, and im putting in schlumberger because that oil company is down too much. Wow, we didnt get to play that long, but thank you to all our contestants. Stick with cramer. Once upon a time in the depths of your own cupboard lived ecofriendly products waiting to be discovered. That labels not green, its purely just chic. Then why is she using it week after week . They realized then, its not the label that flatters, but the power inside is what truly matters. New tide purclean, 65 biobased, 100 cleaning power of tide. Whatcha doin . Just checking my free credit score at credit karma. What the . Dont you know that checking your credit score lowers it. Actually, checking your own credit score with credit karma doesnt affect it at all. I guess i could just check my credit score then. Eight straight down days. Very unusual. Just for you right here on mad money. Im jim cramer, and i will see you tomorrow the fbi is investigating how Hillary Clinton put the office of secretary of state s up for sale in violation of federal he has spent hess entire Campaign Offering a dog whistle to his most hateful supporters. The nation heads to the polls in just four days, but could real action on election day be all about cyber chaos . A South Carolina woman missing since august is found alive, chained inside a container like a dog. A registered sex offender has been taken into custody

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