Factor like that . You just wait to see what happens. After a fairly decent day of the dow advancing, the nasdaq climbing 1. 3 , i think the prevailing view is that we really do once again for our coupleuppins. After all, sell in may didnt work. How about this, sell in june you funny balloon. Needless to say i tire of these moronic mantras that other people keep repeating but i cant shut everybody else up. Mad money has been about buying in any month when youve got a Quality Company with cheap stock and selling in any month when the stock gets too expensive versus the fundamentals. That said, next week will be difficult. It could be difficult for the bulls and not the bears. Weve got some real extended stocks out there. Stocks that can cut your heart out. Temple of doom style. If they dont blow away the numbers. You saw it happen today. A Big Data Analytics company went splunk, got splunked. Huge growth number and then didnt go high enough. That could be an harbinger. What is your game plan. Now i dont expect that we get that many in the sweep but it not because i think there will be many bad quarters. There is an absence that makes it difficult to gainful there are some Company Worth talking about but first let me tell you how the market works in this earnings vacuum. The trader is looking for something to trade on. Given how thin the markets are, its june, weak in may, not a lot of volume. Their thrashing will impact all stocks. These pullers of two pieces of data that will spur their judgments and im not sure the judgments will be all that pretty. First theres the European Central bank decision. Widely expected to offer some sort of Interest Rate cut of some variety on thursday. I dont like this event. I think that far too many people are looking for something really bullish. I dont know if theyre going on get it. That could produce some genuine selling. It could be smoldering european economy. Then on friday we have the labor departments nonforeign pay roll department. The one that comes out at 8 30. And this could cost us problems. If employment is very strong, were going on start hearing about wage inflation. Weve got some inflationary numbers this week. If the economy is weak well start hearing about layoffs again. As we go up, the Interest Rate is going down. I dont like going into a big number like this one without knowing what exactly will trigger selling. Because whatever it is will most likely inspire something that i think is going to go wrong. Understand that any gains from earlier in the week can be undone by fridays job report. In other words, half the people will be unhappy with this number and they can sell. Speaking of jobs, the am Worldwide Developers conference kicks off on monday. I think it will be as upbeat as the last one. You might think i mean steve jobs. Wrong. Im thinking of the nearly 300,000 ios app economy jobs that have been created in a few years time. Apple is a Small Business job creator, courtesy of the app store. These jobs not funded by the federal government. Think of the app store thinking of a giant mall with lots of Stores Selling goods. This is about those who want to be cyber retailers. They complained about the hardware and software. It should create a buoyant environment for tech. Remember apple stock has been a straight up trajectory. It wouldnt surprise me. When they dont see a car that runs on water or a it that aer chip embedded into your brain that allows you to think a little more like einstein and write like mozart. What else is on the docket . We get results from dollar general. I like this segment vex. My favorite is indeed dollar tree. We have what is known as a bar bell economy. The Dollar Stores and the ritzy high end places like tiffanys and nordstrom have been outperforming for months. I look at the action in todays market with target and walmart. Wow needing the retail and giving job creations getting some traction. I think well find that friday and weve had some very strong economic readings like the purchaser manager report. I wonder why people are not starting to abandon the dollar stocks. And flocking to the mass merchants that have done nothing of late. I reiterate. Out on a limb. I believe target has a lot of room to run. When i can buy a quality retailer of which it still is december participate the breach with the 3 yield and a new ceo coming, maybe new broom sweeps, i would rather own target than i would own dg. Wednesday we hear from one of my favorite stocks. This is brown foreman. And i think well have one more quarter with jack daniels, tennessee leading the way. Too sweet for me but i have to tell you, 50 of the population seems to like it. I want to you own this stock. I think it is chronically underestimated by wall street as is the spirits business in general. Even though we have a very big shortage of players and it is such a lucrative business. A restaurant in brooklyn. I think we will see some strength coming. Penny has an amazing am of merchandise. The shirts, the ties. I think the quarter will be just fine. That said it has had a real nice run since the last quarter and my child will be wearing the red shirt to book gains. We do have so many reports from retailers that were disappointing. We had a phenomenal month to take over. Pilgrim prayed. Tyson for hillshire. The always inquisitive jm smucker reports next thursday. This is really important. Because i bet theyll talk about this wave of mergers and acquisitions when they are questioned and i think theyre more likely to be a predator than a prey. I want to hear their clues and i cant wait for that call. We get results from sienna thursday. I talk about the winners in my charitable trust. Lets talk about a loser. We totally round tripped a big gain. It was so bad. Someone asked me on twitter if they should own ciena into the quarter. While the stock has come down hard since the last quarter, i think it has become a crap shoot. If you want quick exposure, stick with the big yield, big buyback. Cisco. Where it is real and palpable and much more staying power. Plus i like that im the only person who is still liking cisco but i didnt for a long time. There will be a big short squeeze going into this. Wait a second. Given the war on coal this monday, i dont think you want to be there. If you think there will be a short squeeze, go buy caterpillar. Finally zoes kitchen. I dont care for most restaurants these days. The stocks at least, maybe not the one i own. Theyve become hit or miss affairs. But zoes has been trading up long term for mediterranean food. I like how strong popeyes acted first quarter. I think zoes will deliver on the number. Heres the bottom line. The jobs report on friday will overshadow anything that precedes it. I want to get through this number and see if we cannot get market from cooling off. There is more room for improvement than satisfaction at the top end of the range. I say be cognizant. Not so high as to create a mile selloff. Theres still mental of mistaken inveteran investiga investors. Even though it is the dumbest thing ive heard so far in this already very wacky year. Why dont we go to jude in new jersey . Caller hey, jim. How are you . With the increased dividend on john deere stock sprks a better buy than caterpillar . No. I think they have better worldwide exposure. I cant get behind deere because they make it so hard to get behind them. They always seem to talk down their stock. Im tired of it. I think caterpillar is in ascendancy. Our country is a big country and you know caterpillar is doing well. Jeff in oregon. Caller booya. I would like your opinion weyer haeuser. I like it. Remember, fridays jobs number will loom huge all week. Plan accordingly. Coming up, biotech is smoking hot but success hangs in the balance. Maybe the way to play it is with the guys doing the testing . Not the ones who get burned if things go bad. Well put that under the microscope. Then theres more going on at microsoft than the former ceo behind the clippers. Does the companys deal with the sales force set up the score . Plus, excited about it going public . I am. Im talking with someone who is very familiar with it. Female narrator sleep train challenged its manufacturers sleep train challenged its manufacturers to offer even lower prices. But the mattress price wars ends sunday. Now its posturepedic versus beautyrest with big savings of up to 400 off. Serta icomfort and tempurpedic go headtohead with three years interestfree financing, plus free sameday delivery, setup, and removal of your old set. When brands compete, you save. Mattress price wars ends sunday at sleep train. Your ticket to a better nights sleep what do you do if you want to be in the biotech business but not in any particular company . Theyve only recently come back from the huge thrashing they took earlier this year. We dont know if it will last or maybe you dont like to play fda rulette with the drug companies. They can succeed or fail based on a single decision from the fda. Why not think about owning an arms supplier of the entire pharmaceutical industry. Im talking about the letter q. The largest Contract Research organization. That conducts outsource Clinical Trials for the drug business. Not only are this he the number one but the top dog when it come to running late stage. We know the farm and Biotech Company spend the lions share of developments so they can bring them to market. Higher than expected revenues that rose 8. 4 revenue. Meanwhile, 1. 27 meaning they literally have more business than they can handle including a 10 billion backlog. Hence why they raised their fouryear guidance. They had a 15 gain last august. I think this could have more room to run. Dont take it from me. Lets check in with tom pike. Find out more about his business and where its headed. Welcome back to mad money. Have a seat. I know when you came public i said theres a lot of crazy stuff. I dont like it because they dont have playing power. Sometime you want the slow and steady wins the race. Youve had a real nice move. Weve had a good year. I think you went through the numbers. Were excited about it. Were delighted to deliver the new business and in our 50. It is actually 1. 28 average over the last six quarters. It is a very strong book to bill. I should have said the other guys in the industry do not have that book. You got by far the best. Now, tried to get people to understand. What it means. Youve got an interest contact with the nfl for injuries surveillance. That might be a good way to get people involved in the story. Its interesting. We do support Clinical Trials. Clinical development all the way from phase one through phase four. We have world class epidemioligists. What they could is they really focus at trying to look at Health Care Data and trends and make sure theyre statistically valid. The nfl has asked to us take a look at their injury data and really monitor it with them. Make sure the valid conclusions are being drawn based on the data being put together dhoefl a terrific job trying to monitor their business. That would be something that the Players Association would like, too. Im sure they dont want to cap the doctors. The important thing is the data is accurate and we draw the right conclusions. Those are complicated decisions. People are saying, well, you have to be really careful. There could be such great drug consolidations. I come back and say ive seen dozens of Companies Come public. The first thing they do is do research and it is more important to look at those future companies than one or two big dogs. I think weve seen great funding for biotech. Weve had strong funding and it does come into our industry. What theyre doing is trying to prove that their drug is effective and they do that through Clinical Trials. At the same time most company cant afford to do it. They have to outsource it. Thats right. The bioteches are small enough. What they want to do is levlg our resources. So you may recall, we have about 950 medical doctors, 900 phds. We operate in 100 companies. Were in all therapeutic areas so they can come to us and get that stamp of approval. I know when youre a business person and you go to the irs or when youre a business person, you go to the s. E. C. They look to see the name brand. They want to be sure youre actually with someone that you trust. When i, if i use quintiles, i have to assume it is, at least it is quintiles. It is hard to speak for the fda. We do have a Good Relationship with them. We hosted top statisticians from all the major pharmaceutical firms. Our guys facilitated meetings. Talked about missing data, high responding populations. These times of issues and the fda was present. And it was really a partner in trying to make sure the industry moves forward. Did you a secondary and then it went very well. And then you brought 3. 3 million shares. It is a very fine outfit. And people were surprised. Why was not that part of the secondary . And some something we should worry about . We went through the process where we are private equity owned. Were still a controlled company at this point. And essentially, the secondary was very successful for our investors overall. We had a little extra cash in the books and we think it is very important to use our cash effectively. We could create a very effective transaction. Tpg had a funneled open in 2003. Intended for a tenyear life so they didnt have pressure on those shares. Were able to take care of that and create a win for the investors. That makes a ton of sense. It is good because we have a enough cash to do it. Most companies do not. Recommended right out of the chute because its got a great Business Model and it is the leader and it is not that expensive versus where it was when i reynold it in the old days before they did this reconfiguration. Coming up, going for the gold. Some buy the precious metal while others win it in the olympics games. Cramer is sitting down with american Gold Medalist snow boarder. Sage cotsenberg to talk about his historic run in sochi and the fame and foreign that followed. I make a lot of purchases for my business. And i get a lot in return with ink plus from chase like 60,000 bonus points when i spent 5,000 in the first 3 months after i opened my account. And i earn 5 times the rewards on internet, phone services and at Office Supply stores. With ink plus i can choose how to redeem my points. Travel, gift cards even cash back. And my rewards points wont expire. So you can make owning business even more rewarding. Ink from chase. So you can. Old tech versus new tech. Which will win out in this titanic struggle as we head to the final month of the quarter . Many investors new to the market may not understand that for the folio managers look at the huge sector to a bifurcated prison. There are companies they grew up with. Intel, microsoft, oracle, western digital, texas instruments, hewlettpackard, ibm and of course apple. At this very moment, they are keying on old tech as the place to be. My view, after precipitous fall in many of the new tech stocks, there has been a terrific bounce lately. But in the wake of this rebound these new tech stocks, i think they seem stebled. Which is part of reason why they got slammed today. Meanwhile, they keep ploding along. They have strong fundamental underpin pinnings. In many cases gigantic buybacks. Nowhere is it playing out more viscerally than between old tech titan microsoft and new tech pioneer sale force. Com. Integrating the latter companys platform. I say this is shocking because the ceo has often childed microsoft as being the evil empire. But the microsoft of today is a kinder, gentler and more cooperative company. Of course, than the old microsoft run by the former ceo steve ballmer. It is no longer winner take all and loser take none. It now guess the most out of its acquisition of exact target which i think is good but not as much as it can be. Thats a very fine position. And it allows easy porting between systems is always more of a win between the Smaller Company than the larger one although it is very clear that microsoft got a lot more cloudy. Something they emphasized as being incredibly important in the first conference call. The cloud is distinctly web 2. 0. It looks like the markets judgment is that new tech has indeed run too much and sales force, after being up in afterhours trading last night has given up those gains and then some. Microsoft powered on the backs of this tieup. I think this says more about the Way Investors are treating tech stocks than the actual needle moving gains. A lot of that could have more to do with the bizarre nondisappointment disappointment involving splunk. They reported a huge quarter. It is a slow motion decline. Splunk shows you in the end, new tech is far more vulnerable than old tech and thats how you get such a hammering. It is why i favor old over new. Speaking of old. I dont think the sales force. Com Microsoft Partnership could ever have been inked under Steve Ballmers old regime. He is a competitor and i believe he viewed the sales force as an enemy that had to be vanquished. I always say at the top of the show, it is not about making friends, it is about money but some friendships like the one i have with steve precede and transcend that mantra. Which is why im so thrilled after many years of microsoft, steve is buying the l. A. Clippers. Lets just say thats a nice stem up in ethics. I wish steve and the best luck in steves new life. And time, congratulate them for engaging cooperation which will be good for both sales force and a now ballmer free microsoft. Ben in colorado. Caller booya, jim. Booya. Caller ive been watching your show since 2006 and had a question about q2 holdings. What do you think . You know, this is the kind of stock that im worried about. As much as i think they are fine people, i dont want you to, this is not the kind of stock that i can recommend right now. It is the service to the software as a disservice. Too risky for me. I want to know your thoughts on ibm. It is down a lot. I gave up on ibm. I couldnt take with it the last thing with the chinese. Theyre going to say theyre very big in china. Every time i cotton up to it i end up getting crushed. It has been a big disappointment so far in 2014. I think it will stay that way. What could we learn