Why did the stocks rally . Why . Sometimes it is pretty calculable, simple, because the biggest driver on earth, china, reported a blowout export number showing the countrys plans to reignite growth are, indeed, working and we believe in that. When that happens, buyers swarm in, they buy commodities, thinking how could they not roar now that chinas spending. They buy the industrials because china relies on a lot of our companies to power their electricity and buy our Consumer Companies that have plunged deep into the retail fabric of the peoples republic. Thats why investing in china is one of my huge themes for 2013. Oh, its not just china, the dollar got clobbered versus the euro, something that our International Companies just love to see. It puts them here. House of pleasure. Why else . How about the fact that ford, one of the best bellwethers of Economic Growth out there doubled its dividend last night. Something i said was a possibility earlier this week when we recommended it as a way to play the auto super cycle that i see playing out in 2013. Yes, these are clear cases where our themes are the place to circle the wagons during the confusion and din of 2013. We can fret over the new treasury secretary. We can marvel about the Battle Royale between Hedge Fund Managers over herbalife. Please stay away from that firing range. And we can ponder the oncoming train all aboard that is the debt ceiling debacle. Or we can fall back on these themes i keep talking about, themes that give us a place to go within all the skirmishing that defines our marketplace day after day. Weve gone over china, the banks, and housing. Weve told you that the autos and insurance stocks should be bought on weakness and we said that aerospace can work. Stay focused when your Favorite Companies in these sectors. And tonight ive got two new ones, two themes that arent going away. If anything, i think theyre accelerating in 2013. The first, when you speak of big themes, you cannot ignore the revolution in energy in this country. Buy, buy, buy we have so much of it, particularly so much natural gas, it will not be just 2013, 2012, but a multiyear game changer. While were thrilled about the possible north American Energy independence, and by the way, the American Technology behind them, dont forget that, we need to ask, how can this theme make us money . I mean, this is mad money, not mad energy sufficiency. Who are the principal winners from years of ultra cheap natural gas to come . The answer, the Chemical Companies. The plastic makers. Because theyre the big beneficiaries of the remarkably low cost of natural gas related feed stock, what goes into plastic. And the best of the best, dow chemical, ppg, westlake, eastman, georgia gulf and liondel basin. They thrive on the cost advantage of two of my absolute favorite gals when it comes to making plastic, poly and ethel. At this moment, only dow chemicals has done much to capitalize on the cheap Domestic Energy. The company is spending billions, taking advantage of the cheap natural gas plays in the good old usa. Its almost as if the bulk of the Chemical Companies dont believe natural gas is going to stay as low as it is. But i believe that 2013 will be the year when Chemical Companies build plants needed to take advantage of the inexpensive feed stock. Dows a big Chemical Company, weve profiled ppg so many times. You know i think the world of them. If you want to invest in something that captures this theme and that predominant theme of the housing rebound, i want you to consider georgia gulf, 52 week high today. Ive not been a fan of it, but listen to this story for a second. I think this one could have a much further to go. Never heard of georgia gulf, i helped bring it public in the 80s. It makes pvc, which is used in everything from piping to window frames to faux wood like i used in the columns and railings outside of my house because i was so sick of the real wood rotting. Normally i dont like the commodity chemical players, i prefer proprietery players like ppg because they offer chemical compounds that are unique, cant be copied. Admittedly, georgia gulfs the opposite. This is a true sink or swim Chemical Company that explodes higher when its end markets are good and it can raise prices and does get crushed when its end markets are bad. In fact, georgia gulf did something rather amazing, and this was the company that was very troubled during the downtown. It doubled down commodity chemicals by buying ppgs commodity business. I said the deal was good. Im reiterating that now. I dont expect georgia gulf to stay a premium stock forever, okay . But for 2013, it could be, indeed, the best in the group. Ggc. Never thought id recommend that on the show because of the turmoil over the years, but its right for this cycle. Who else benefits from the natural gas renaissance . They can arbitrage cheap oil in this country and Expensive Oil overseas by refining crude and selling it to you at the pump for prices that are wildly high because theyre dictated by the imported oil price from brent, not our price. And the domestic price, if our nation actually had an energy policy, we could figure out a way to have the consumer do better, but we havent done that. One last winner, lng, Cheniere Energy. The Master Limited partnership, hes the pioneer who is building our nations biggest export terminal for liquefied natural gas down in louisiana. Look out, these two stocks are hot, too hot for me right now, wait for a pullback from lng or maybe a Stock Offering from Cheniere Energy partners. My eighth theme, let me give you my preamble, technology represents more than 15 of standard and poors 500. Its almost impossible to avoids a place holder in the portfolio. Its got to be a theme. There are very few investment themes in tech. But individual Companies Might suffice. Oracle, a terrific stock, competitive. I think the world of s. A. P. , oracles biggest competitor. Its having a good quarter. Although an endless dog fight with oracle. Then theres salesforce. Com, an expensive but dominant Cloud Computing play. Run by cloud pioneer marc benioff, i like apple, im not pounding the table, i just told you to invest in it. Social media, on a pullback, liked it lower. Amazon and google, exciting. Who really knows how its doing . Sure, i like them, but they dont have thematic ideas. Thats what this show is about. Themes. So much of tech is caught up in the pc world that its treacherous out there. The only area i feel truly comfortable with in the longterm for all of 2013 which is the long term, investors horizon in 2013 is a long year is the next generation buildout for cell phones. Youve got a rising tide lifting all boats. Even this morning with the announcement of better than expected earnings from nokia. 2013 will be the year of 4g and only the year of the 5g buildout. Even here there are few plays to play beyond the continual theme of the tower stocks. The carriers need more of them. Theyve been bragging about how many they have, including s. A. P. Communications and american tower. I stand behind qualcomm and broadcom. Chip stocks deep in the heart of the next generation phones, the latter of which is in my charitable trust. Follow these and other stocks on actionalertplus. Com. Jds is a spec and akamai for the screening of video over the internet. So heres the bottom line, the revolution in oil and gas is being televised right here on mad money. With my suggestion to buy the Chemical Companies, the real beneficiaries of our low Energy Prices in this country. If you want tech, youve got to stick with the Cell Phone Technology as the 4g and 5g are coming on strong and cannot be stopped by anyone, even by an act of congress. Now, thats saying something. I want to start with brian in new york. Brian . Caller hey, jim, this is brian from staten island. And my question is in regards to the future of sirius radio. I was curious how you think the Liberty Media takeover will impact the stock. And do you believe the company has what it takes to reach its projected revenue of 3. 7 billion for 2013 . Yes, i do. Earlier i talked about how maybe sirius didnt treat mel karmazin that well. Mel took it higher, but mel made a lot of money and greg buffett is running sirius, hes overseeing it because he works at liberty. Hes a good guy and so is mel and i think sirius can go higher. Its been another great speculative win. Two more big themes for 2013. These come as big as our Domestic Energy evolution and as small as the tech in your pocket. Stick around, ive got more winners coming up. Mad moneys coming right back. Coming up playing for profit. Cramers top stock playoff continues. The dow champion has already been crowned. And tonight, cramers putting the s ps best to the test. Which stock will rise to the challenge of making you money in 2013 . The answer is next. And later joy stuck . The rise of social and mobile gaming has given another life to entertainment earnings. But its not all fun and games. Cramers sounding the alarm on one stock that could threaten to hit the reset button on your games. Find out if its lurking in your portfolio. Plus, digital diagnosis. Athena Health Offers cloudbased solutions to make medical providers across the country more efficient and profitable. As america looks to cut back on its health costs, could athena rise to profits . Or is this cloud play overinflated . Cramer talks to the ceo just ahead. All coming up on mad money. Dont miss a second of mad money, follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com, or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Asional have constipation, diarrhea, gas, bloating . Yes one Phillips Colon Health probiotic cap each day helps defend against these digestive issues. With three strains of good bacteria. [ Phillips Lady ] live the regular life. Phillips. [ Phillips Lady ] live the regular life. I played a round of golf. Id in the last five hours . Then i read a book while teaching myself how to play guitar; ran ten miles while knitting myself a sweater; jumped out of a plane. Finally, i became a ping pong master while recording my debut album. How you ask . With 5hour energy. I get hours of energy now no crash later. Wait to see the next five hours. [ female announcer ] for everything your face has to face. Face it with puffs ultra soft strong. Puffs has soft, airfluffed pillows for 40 more cushiony thickness. Face every day with puffs softness. Face every day excuse me, sir im gonna have to ask you to power down your little word game. I think your friends will understand. Oh no, its actually my geico app. See . I just uh paid my bill. Did you really . From the plane . Yeah, i can manage my policy, get roadside assistance, pretty much access geico 24 7. Sounds a little too good to be true sir. Ill believe that when pigs fly. Ok, did she seriously just say that . Geico. Just click away with our free mobile app. Every january, i like to take my cue from the nfl playoffs and pick the previous years best performers in the market against each other to see which ones are most likely to repeat that outperformance going forward. I think you can learn from the past winners. On monday, we started with 2012s two best performers on the Dow Jones Industrial average, the equivalent of the nfc playoffs, bank of america versus home depot and i told you bank of america was the winner because i think the banks are poised to rally pretty heavily this year and bank of america has rapidly gone from worst to first. Lots of people jimcramer on twitter were moaning that i buried them in bank of america after that playoff game, because it dropped 37 cents. Ladies and gentlemen, this is the super bowl for heavens sake. Thats the first play from scrimmage. Let the game play out, please, and anyway, it tacked on 35 cents today. Okay, so nine yards back on the tenth. Tonight were going to do the afc playoffs. And no, im not talking about the upcoming patriots texans game where i will root for the pats because the owners, the kraft family, about as great as it gets in america. Im not talking about football, im talking about the contests between the two top performers in the s p 500 last year and the winner will, indeed, go on to face off against bank of america home game in tomorrows stock market super bowl. Well, actually its in new orleans with beyonce. No, its actually with me in Englewood Cliffs with no halftime show whatsoever, a lightning round. Who made it to the playoffs . The best performers in the index last year were sprint, which you know we nailed, up a magnificent 188 . And pulte, which rallied. I think both of these stocks can go higher in 2013. But if you want to know which one is most likely rack up major gains, i believe it will be pulte which is one of americas largest Home Builders when housing is in the middle of a huge multiyear expansion. Youre probably asking, why am i so quick to write off sprint as the winner . After all, i was a huge supporter of sprint last year even back when hardly anybody believed in it. Theres a logical question. Is it because the ceo, dan hesse, is from notre dame and the fighting irish were turned objectors against tackling when they were washed away by the crimson tide . No. I do think the stock can go higher, but the easy money. A year ago sprint was speculation, you bought the stock and betting the company would be able to turn around its business, clean up the Balance Sheet, or best of all, a takeover bid. And if you made that bet, it paid off big time. Under hesses leadership, sprint have pulled off a fabulous turnaround. Got the hands on apples iphone. It improved the Balance Sheet. Then in october, something incredible happened. Softbank, the big japanese tech firm announced it would invest 20 billion to get a 70 stake in sprint with the company paying 7. 30 in cash upfront for 55 of sprints outstanding shares. The softbank deal was the catalyst weve been waiting for. Thanks to this transaction, sprint will become a wellcapitalized company that can truly compete against the likes of at t and verizon. However, the soft bank deal also means that a major part of the thesis has already played out, man. Come on, caching caching for somebody. Sprint already caught a bid, its not going to get another one. In other words, the reason for the stocks epic rally in 2012 are not going to repeat themselves in 2013. Plus the story has some hair on it which is a lot more than i have, some complications. In middecember, sprint announced they intended to buy the rest of clearwire, the 4g mobile broadband provider they owned about half of for about 2 billion in order to get their hands on clearwires spectrum. Then on tuesday we learned that dish network also made an offer. Well, a soft offer. Sprint said they wont need to increase their bid, which is a hard offer, but you know, the situations gotten a little messy. I still think sprint can only go higher because the underlying fundamentals here are definitely improving. But in 2012, the stock nearly tripled and were not going to see anything close to that again. Oh, one more thing. Because of the mechanics of the soft bank transaction, please listen, im going to use a terrible word. This is complicated. Youre going to see sprints stock trade substantially lower when this deal closes, but you wont be losing any money. Let me explain. Because i think its going to freak people out. Heres how it works. Remember, soft bank offered 7. 30, this is algebra, people, 7. 30 for 55 of sprints outstanding shares. What does this mean if youre a sprint shareholder . All right. Lets use this example. You bought 100 shares of sprint at 6, a little bit above where its trading now, for 600, softbank is going to give you 55 of those shares from you for 7. 30 each, that works out to 400 in cash, the total investment is still going to be 600. Softbank has paid you 400 for 55 of your position, your remaining 45 shares are going to be worth 200 or 4. 40 apiece. Dont be alarmed when the deal closes and you see this decline happen. How about pulte, the second best performer in the s p for 2012 . Thats a very different story. One of the largest Home Builders in the nation when the Housing Market was stagnant, it was a hideous underperformer. But as the Housing Market came back in 2012, pulte came right back with it. And i think this move will continue as the housing recovery has only just begun. Something that bank of america and merrill agreed after the close tonight. Reports about the housing recommended toll, that was my favorite chip in the housing game the other day. I already talked about housing as one of my favorite themes for 2013. And beyond earlier this week, it could be the preeminent thesis for 2013. Weve worked through the huge oversupply of shadow inventory and Mortgage Rates are so low, housing prices have been rising steadily for the past months. And theres a huge backlog of people who want to stop living with their inlaws, been there, did that, and get their own home so they can start a family. Pulte is not the best home builder out there, in my opinion. Again, i like tol, but pulte has something the market likes, it may show tremendous improvement in earnings. Go back to 2009, pulte was a mess, bought centex, a lower end home builder but massively overpaid because the Housing Market got crushed and they got stuck with a lot of bad land and lousy mortgages. Since then, the companys been trying to get the house in order by cutting costs and cleaning up the Balance Sheet. And last year starteto see the benefits from these moves as the margins began to increase. Something thats going to continue in 2013, plus pulte is up against easy comparisons. Remember, the themes are for market wide pullbacks, youve got to wait for one. That said, this is a name to come back to in 2013 because the housing thesis is just that strong. And to be clear, again, pulte overpaid for centex. It was a darn good company and while there was some bad land, there was some fantastic land to build terrific developments in growing portions of the country. Heres the bottom line, in 2012, sprint and pulte homes were the top two performers in the s p 500. In 2013, i think pulte will be the winner, as the housing rebound is Strong Enough to propel the stock to much higher levels. Now we have our winner for the s p playoff. And tomorrow, pulte will face off against the dow jones Champion Bank of america and our mad money stock super bowl. And one more thing, you, my friends and followers are the 12th man in this contest, the 12th man. Heres what you do, you go on to twitter jimcramer, cramer, and tell me who you think should be the winner. Stick with cramer. Coming up joy stuck . The rise of social and mobile gaming has given another life to entertainment earnings. But its not all fun and games. Cramers sounding the alarm on one stock that could threaten to hit the reset button on your gains. Find out if its lurking in your portfolio. D turning have given way to sleeping. Where sleepless nights yield to restful sleep. And lunesta® eszopiclone can help you get there. Like it has for so many people before. When taking lunesta, dont drive or operate machinery until you feel fully awake. Walking, eating, driving, or engaging in other activities while asleep, without remembering it the next day, have been reported. Lunesta should not be taken together with alcohol. Abnormal behaviors may include aggressiveness, agitation, hallucinations, or confusion. In depressed patients, worsening of depression, including risk of suicide, may occur. Alcohol may increase these risks. Allergic reactions such as tongue or throat swelling occur rarely and may be fatal. Side effects may include unpleasant taste, headache, dizziness, and morning drowsiness. Ask your doctor if lunesta is right for you. Then find out how to get lunesta for as low as fifteen dollars at lunesta. Com. Theres a land of restful sleep. We can help you go there on the wings of lunesta. Excuse me. Its never too late to sell a stock where the fundamentals of the Underlying Company are in decline. Case in point, gme, the Largest VideoGame Retailer in the world with some 6,600 stores, 70 of which are in the u. S. Now, you think that a company that makes its money selling video games would do well during the holidays, right . Yet, on tuesday morning, game stop reported some very weak holiday numbers. Comprising the Holiday Season down 4. 6 , making matters worse, the company gave negative samestore Sales Guidance for their fiscal Fourth Quarter. Samestore sales are the key metric and that fiscal Fourth Quarter ends on january 28th. Theyre looking for a 4 to 7 decline. The Fourth Quarter is the most important one of the year for gamestop. When the company gets more than half of the annual profits and it looks like it blew it. Its not the first time. This is the eighth consecutive quarter. Meaning two straight years where gamestop has issued a forecast that came in below wall street estimates. I mean, talk about a serial disappointer. This is the special k, the big g of disappointments. Game stop cut the earnings per share guidance for 2013. No wonder the stock dropped on tuesday. Its now down 8. 6 since the announcement. Yeah, pretty easy to figure. Even though the stock has been hit, you know what . I actually dont think its too late to sell. Yep, for gamestop, it could be game over. They had a big runup in november and december, some people got suckered into anticipating a good Holiday Season. And now that rallys been repealed. That said, i think the problems run much deeper than one bad quarter, even a few bad quarters and the stock has room to fall, people. Heres the reason, in the last couple of years the nature of the Gaming Business has changed dramatically in ways that are very bad for gamestop. Instead of buying video games in a store, we now have free Online Gaming like zynga, cheap mobile games like the ones you play on your iphone, i know i do, and the Publishing Industry has gotten behind digital distribution where you can download video games straight to your console. Rather than having to take a trip down to the store, why spend 60 for a video game when at gamestop you can play dozens of terrific games online for free or pay next to nothing for angry birds . These changes are getting more dramatic by the day. I have so much time to play angry birds, in between when im switching avatars jimcramer on twitter. And they make you wonder whether a big part of gamestops business selling hard copies of new and used games, maybe its becoming obsolete. In other words, i think gamestop is a company thats in whats called secular decline. Meaning things are going to get worse over time. Its not going to be something that changes, the economy gets better and suddenly people start going to gamestop. Some of the bulls, and there are a lot of them here, claim that gamestops problems are whats known as cyclical in nature, meaning theyre temporary, going to bounce back. Theyre talking about the video game console cycle. The idea is that the big gaming platforms like xbox 360, Sony Playstation 3, theyve gotten old, tired, and when you reach the end of the cycle, people tend to buy fewer new video games. Hope is when they release new consoles, like nintendo just did with the wii u, it will boost demand. Look, that would be great. I dont know, but i do think these hopes are seriously misplaced. Gamestops woes are bigger than the need for a new product cycle. The real red flag that popped out at me from gamestops numbers had to do with used video games, and they actually tend to do better toward the end of the cycle. Yet, during the Holiday Season, gamestops used game sales, they declined. This was just horrendous. 15. 6 . How bad is that . Well, used games represent 38 of gamestops revenues, more importantly, they carry higher margins than new games, make more money on each sale than new games and managements been touting the used video game business as the way forward for the company in this new environment. Used games were supposed to be gamestops salvation, instead down more than 15 . Can you believe that . That seems like maybe management is theyre not ready for this. Maybe they dont have as good a handle on things as they think. Plus the new video game consoles that bulls are excited about do eventually get released, they might include technology that makes it so only the original user could play the game. That would be something, right . Beyond the ailing used game business, gamestop plans to grow its digital business, selling games over the internet, dramatically over the next couple of years. But, i dont see how they compete against more established online players. Fact is, gamestop has to compete with amazon on way too many fronts. Amazon sells the same gaming hardware and software, does digital downloads too, letting you buy and download games online, amazons on fire here and they do it really well. And amazon makes it easy to find and buy used video games by connecting you directly with vendors and individuals all over the world who want to sell. You dont want to be in competition with amazon, right . Okay. Think about what amazon did to best buy. This is a little better situation maybe, but it could be roughly similar. The bulls would like you to believe that gamestop can close stores, cut marketing costs and buy back stock in order to manufacture decent looking earnings per share result when the company reports, but if that happens, i dont want you to be suckered in. Bulls also say its ripe for a takeover bid. Goldman sachs put them on likely takeover plays. Sure, anything at a price, but i i think the price is wrong. Yield, i dont want you to be tempted by gamestops outsize 4. 4 yield. But the stock is going lower. And those losses will more than offset the yield. Gamestop right here reminds me a bit of best buy. A few years ago, okay, when it became clear that its core business was being pillaged and they have no real great way to fend off the competition, that story hasnt ended well and i dont see gamestop ending well either. After those hideous numbers on tuesday, ive got to put gamestop in the sell block, i just have to. This is looking more and more like a company in secular decline and not cyclical. And even the things management has called out as solutions, like the used video game business, theyre becoming problems. With a stock like gamestop, its not too late to sell. Nate in california. Nate . Caller jim, sending you a big california booyah. Golden state booyah back at you. Caller you got it. This is a very important call. I am getting married in a week, the wedding is not cheap, the honeymoon is not cheap, and that ring sure as heck was not cheap. So we need to make some money here. Why the heck you doing it . Caller thats a good question. And apparently you cant help me with that, im hoping you can help me with stocks. That fair enough . Yeah, that first one, i dont know if im the call. But go ahead. Caller lets talk best buy here. You know what the deal is with them, im left with two major questions. Ill let you have two. I usually only let you have one. Youre facing that prolonged sentence, the green mile, ill let you down. Two more. Two on the green mile, all right, partner . Caller im only going to focus on these two questions, i get overwhelmed otherwise. Okay. Caller already pushed back one time. A, is funding even going to come through . B, theres been a lot of chatter about management changes, what the heck is going to happen there . All right. Caller i thought maybe this stock is good to jump on. It scares me. Well, i talked about this with my friend buddy pal david faber today. If nokia can come back, if clearwire can come back, if sprint can come back, maybe im being too negative. And i said i dont want to sell hewlettpackard anymore, but best buy i think that every time you get a takeover chatter, you should go because cash flow is what makes a deal get done. Nate, i want to wish you best of luck. I wish you guys will have a long and happy life together, but i dont think best buy should be included. Not if you want to have a real nice honeymoon. Its game over for gamestop here. The companys facing too many obstacles and i think it could be headed lower. Maybe sell some and hope for a bounce, i dont know. I dont like it. Dont move, lightning rounds coming up. Aspirin, really . I havent thought about aspirin for years. Aspirin wouldnt really help my headache, i dont think. Aspirin is just old school. People have doubts about taking aspirin for pain. But they havent experienced extra strength bayer advanced aspirin. In fact, in a recent survey, 95 of people who tried it agreed that it relieved their headache fast. Whats different . It has microparticles. Enters the bloodstream fast and rushes relief to the site of pain. Visit fastreliefchallenge. Com today for a special trial offer. Visit fastreliefchallenge. Com ive got two tickets to paradise l set . Pack your bags, well leave tonight. Uhh, its next month, actually. Eddie continues singing to tickets to. Paradiiiiiise no four. Remember . Whoooa whooaa whooo you know ronny, folks who save hundreds of dollars by switching to geico sure are happy. And how happy are they jimmy . Happier than eddie money running a travel agency. Get happy. Get geico. Fifteen minutes could save you fifteen percent or more. Im a sheets girl, but i dont just putem in the dryer to freshen up my clothes. I putem in my shoes, i putem in my car, i putem in my vases. Girl, i been putnem for as long as i can remember. [ male announcer ] how do you get your bounce . [ woman ] sheets, i putem [ male announcer ] how do you get your bounce . I played a round of golf. Id in the last five hours . Then i read a book while teaching myself how to play guitar; ran ten miles while knitting myself a sweater; jumped out of a plane. Finally, i became a ping pong master while recording my debut album. How you ask . With 5hour energy. I get hours of energy now no crash later. Wait to see the next five hours. It is time, it is time for the lightning round on cramers mad money. I tell you whether to buy or sell. Play until this sound and then the lightning round is over. Time for the lightning round on cramers mad money. Aaron in washington. Aaron . Caller hey there, im looking at super value, selling off a lot of their banners to make some more debt reductions. Well, you know i think the game has changed. And i think the game is over. It was a great trade and now its over. I want to go to chase in california. Chase . Caller hey, loretta from phoenix. I got a new energy stock when it took a huge pullback. It then started a very steep spiral down. Right. Caller i hung on for the 19 cents monthly share dividend. Yes. Caller waiting for the stock to go up. Dividends went down to half, the stocks way down i dont want you to sell it. I dont want you to sell it, i think you hold on to that stock. Lets go to jacob in indiana. Jacob . Jacob . Caller hello, jim cramer. Yeah, chief, how are you doing . Caller doing great. Heres my dad with my question. Sure. Hey, dad. Caller jim, i guess j. D. s too young to ask the question. Im trying to get my son more interested in investing. Okay. Caller than playing video games. So we have a question about Take Two Interactive with grand theft auto 5 coming out. No, no, no sir, ive got to tell you, thats been a flat line. I know theyre trying to do the best job, but you know what . Thats just a challenge situation and i dont want you to be there. I would suggest look around, what is the what is the app that he likes. Find out that kind of thing and get together with him and find something maybe you like panera, maybe you like to get a dominos pizza. What do you do together . Marge in florida . Caller booyah, president cramer, this is marge from 83degree braedenton, florida. I should have called you earlier. Whats up . Caller oh, i love it. Thank you so much. Every night we watch you. I have learned and earned. Learned and earned. Hey, you ought to wake up with cramer with that learned and earned. Caller love it. Go ahead. Caller yahoo. Yes, i like yahoo, i think this pullback is the pause that refreshes. Buy, buy, buy one more. Liz in maryland. Liz . Caller yeah. Liz . Caller yes. Go ahead, youre up, liz. Caller all right. Im liz from ocean city, maryland. Id like to give a little shoutout to my economics teacher mr. Marks. Good man. Caller wwav. No, if you want to do that, were going to be in dean foods. By the way, i think hain selling is overdone. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Coming up digital diagnosis, Athena Health aoffer cloud bmaking medical providers more efficient and profitable. As america looks to cut back on the health costs, could athena rise to prominence . Or is this cloud play overinflated . Cramer talks to the ceo just ahead. [ snoring ] [ snoring ] [ male announcer ] zzzquil™ sleepaid. [ snoring ] [ snoring ] [ male announcer ] its not for colds. Its not for pain. Its just for sleep. [ snoring ] [ male announcer ] because sleep is a beautiful thing™. [ birds chirping ] zzzquil™. The nonhabit forming sleepaid from the makers of nyquil®. What happens when you combine two gamechanging ideas to one company . You get a stock like Athena Health, one thats run up 57 in the last 12 months. Athena provides Software Platforms for Electronic Medical records and for helping doctors collect their bills from patients and insurance companies. Theyre trying to modernize the Doctors Office along the lines of a company like cerna or allscripts, but athena has a twist, it does all of them from the cloud. Thats right. Its known as a software as a service company. The same Business Model as long time cramer fave salesforce. Com. This allows them to have lower upfront costs and get updates out much faster, buy a Higher Quality product thats cheaper. It sells for 68 times next years earnings. Athena is buyin a company that makes mobile apps for 293 million, could give a huge number of new clients and the market loved the news, stocks up 6. 3 the next day. This is an intriguing, albeit expensive story. Lets hear more about it from Jonathan Bush, the cofounder, chairman, and ceo of Athena Health who has really built an amazing company. Mr. Bush, honored to have you on mad money. Jim, what an honor. Ive been jumping up and down outside your studio for years trying to get in next to all scripts, thank you for having me. We liked all scripts when it was going up and slapped the sell on at 18, athena didnt buy it, did you . Not no, but hell no, jim. This Internet Things going to be big, and anybody still trapped in Enterprise Software is probably toast. And i think you you didnt know did you know it was the cloud when you started . Ive been reading everything about you. It was the you did it before it was called the cloud . Absolutely. We didnt know what to call it. We used to give speeches saying ill give a fruit basket to anyone who will tell us what we are. And its really a cloudbased service. We think were the next generation beyond the Salesforce Companies because we actually sell outcomes. So if salesforce. Com was for sales, if you paid for it by the meeting or by the sale right. That would be like athena. Our clients pay for athena by the paid claim, by the filed chart, by the paid meaningful use bonus from the government. And so were at risk for the outcomes and we do a lot of the backoffice work almost like an outsourcer in our cloudbased service centers. And you save the system how much money . Oh, its in the bush family we call it a brazillion dollars, its a huge amount. We dont know, but we know doctors are collecting their payments about 35 faster, theyre getting about 12 more and theyre spending less money on staff and technology to do it. My worry had been that youre going to have to in order to get from 4 to 8 , you were going to have to hire hundreds of thousands of highpriced salespeople. But you made an acquisition this week that could change that dramatically, didnt you . Thank you for noticing. Yeah, it is just off the charts in the Health Care Space for awareness and favorability. If you run doctors through different a rorshach of brands, the most appealing one to doctors is ipocrates. If theyre writing a prescription for a drug they dont normally do and dont feel totally confident, they double check it. And so its a very respected, very trusted, highly curated Data Set Available on the iphone. They were the First Health Care app in the apple store, and they are wonderful to work with. Its a great culture, its a fiduciary orientation toward the doctor, and cloudbased. We can change it as often as we need to. How many 330,000 u. S. Users . 330,000 doctors, theres about a million users, but 330,000 doctors. 200 million drug lookups, and this is my favorite part in terms of trust, 96 of doctors in this survey showed said they actually changed a prescription decision as a result of their little trusty epocrates. Our Mission Statement is to be the cargivers most trusted service by helping them do well. Its right up the middle. In fact, kind of ahead of us given how widely recognized they are. All right. Now, i know that you are passionate about making it so the Health Care System doesnt bankrupt our country. Could you tell me whether we are dealing with 1 trillion waste problem . Is it a 1 trillion problem that has to do with trying to give the best care in the last month of peoples lives . Where is the socalled fact that everyone in washingtons convinced exists . Well, first of all, youve got two things. Youve got that based on the Central Command definition of what health care is today, right . So youve got things that are done twice basically on average, claims are handled twice, procedures, tests and things like that are done twice as often as theyre needed. So if you look at it that way, you could take easily 25 , 30 out of the cost of care today. Youve got hospitals that dont typically do a given procedure, but theyre eager to do it, so they do it badly because they dont have enough practice. So youve got about 43 more hospital beds than you need. Its a massive problem. Just based on our current definition of health care. But the bigger problem is theres no market. So half of us think theres too much health care in health care. Half of us think theres not enough. Theres no connection to the personal desires of individual consumers in the health care market, the way there are in Consumer Electronics or transportation or financial services. And thats the next thing we can fix at athena by building more of a market, making it possible for your Health Information to go where it needs to go without wondering if itll be lost. Well, if youre as eloquent about trying to solve the National Problems as you are for creating amazing value for shareholders, its an honor to have you on, this is one of the Fastest Growing best companies in the country. Thank you so much to Jonathan Bush. Thank you, jim. I feel like i had a guitar lesson with elvis. Okay. Thank you. Look, a stock is expensive and goes up, why . Because its the best. This is quite simply the best of the best of the breed. It is expensive. I put that out there. This company was the pioneer. Even before marc benioff knew what the cloud was, Jonathan Bush did, you can say he invented the darn thing. Jonathan bush, president and ceo of athenahealth. Keep up with cramer all day long, follow jimcramer on twitter and tweet your questions madtweets. 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N change your life. My fourth grade teacher mrs. Hoffman encouraged me to fulfill my potential. She wrote in my yearbook, one day youll be the star of an awardwinning show on nbc how did she know that . The more you know. You arent supposed to make this kind of big money buying lowdollar stocks. Last year you made a killing in the single digits, what a series of highly visible below 5 stocks, and i regard these as a verification of my theory something wacky that everyone should have something speculative in his or her portfolio. It can keep you in the game by making the process intriguing and you can make huge profits. Check out these gains. Lets say you bought sprint in may of last year at 2. 30. You have now much more than doubled your money. If you purchased clearwire at 91 cents as recently as july 26th of 2012, you caught a triple after sprint bid for the company. Those who had the guts to buy supervalu, i know i didnt at 1. 80 back in october of 2012 are verging on a double after the investment announcement made this morning. And finally if youd taken a chance with nokia back in july at 1. 69, you would have more than doubled your capital after the Cell Phone Company announced sharply better than expected earnings today. Frankly, even i, a huge supporter of speculation, am astounded at these gains. How could you not be . In every case, these companies were thought to be on if ropes. Turns out they all had more value than we realized. Although the value was obscured typically by weak Balance Sheets. Sprint, clearwire and supervalu have been burdened with huge amounts of debt. Softbank took a look at sprint after it successfully reenergized its business and liked it enough to buy a controlling stake in the company. Clearwire, as tattered as its Balance Sheet was, turned out to have extremely valuable spectrum, so valuable that even though sprint decided to buy the rest of its money with money softbank gave them, a maverick businessman, brilliant chairman of dish networks, has been drawn into the bidding of the company in order, perhaps, to get some of that spectrum in short supply and so needed for cell phone service. Supervalu is one of the largest super markets in the country. Some of the best brand names in the business. Albertsons, lucky, star market, across the street from my daughter. These are all terrific places to shop and often loved in the communities. The problem was the Balance Sheet and with rates low, a private equity outfit can leverage its Balance Sheet to fix the real problem, too much debt, they take it on, loan refinance. Nokia, turns out the big expense cuts coupled with hot, cheap smartphones werent enough to get the company to report sharply better than expected numbers. You could have two different takeaways. One is to say, hey, thats terrific, jim, you lost a fortune before you were able to get a fraction of your money back. I bridle at that because, fortunately, those who watch the show over and over again know i disliked all of these on the way down. You could correctly argue i stayed too negative, not liking supervalu and clearwire. A lot of you may have heard about probiotics but may not realize what they can do for your health. We know what it takes to look good on the outside but with 70 of our immune system located in our gut, the core of our health is truly on the inside. Thats why i take new trubiotics. Its a daily probiotic that helps in two ways. One helps support digeive health, the other immune health. Stay true to your health. New trubiotics. From the makers of oneaday. I like to say theres always a