Plummeting, s p plumbing 2 . Nasdaq nosediveing 9 . I mince for the words about buying opportunities in the show. I like to buy discounted merchandise. Today is no different. Whenever my charitable has cash, we have oodles right now. We are looking for something to buy, something weve waited for, something we can circle back to or maybe average down into. The problem is with the down day in the file, these buying opportunities are hard to find. Heres what i want to do. I want to give you the checklist of how frustrating it is as a Portfolio Manager to find at the very people a stock thats not too risky, especially if the selloff isnt done and there are certainly plenty of geopolitical reasons to think it isnt over. None the least of which we are down from the highs despite the craziness happening around the world. First, i want to buy something thats down, really down i want prices slashed. Not just a couple of points from the high. That, okay, makes me look immediately at the industrials. So many of these stocks are down 10 or more from their highs. Thats intriguing to me, but theres a problem. Most of the industrials are down because they have big business in russia where uncertainty looms large by the sanctions put on russia or they have huge exposure to foreign currencies getting weaker versus the dollar as foreign money flees to this country as a safe haven. That means tear earnings will be hurt in the future. Solet go, lets drill down. Let me show you exactly how hard it is. Lets take 3m. They just reported a terrific number. I love this company. The ceo hes got it. Fabulous growth. Not much overseas. Trust sold it higher. Tempting . I dont know. Its nearly a 141 stock down five points from its high. Not my definition of a discount second it has that strong dollar thing hurting against it. It could make people feel less comfortable. Third the world has gotten so uncertain investors will choose national industrials first. Then they discover they shot the wrong man later. It says wait before you do this. How about ppg down 16 today . Wow, chuck fudge, good manager. This is a sensational coming down 14 points Straight Line after reporting a fantastic quarter. What is all great about that quarter . You go over the notes after we have the ceo. Much has come from better sales and earnings, what happens if they cut off the pipe to europe because putin wants to respond to all the sanctions . 50 of europes natural gas comes from russia. Wont that slow europe, hurt the rebound . Yeah, that could make you want to buy ppg later. What about honeywell . They put up a spectacular quarter. With we had the ceo on here. He sounded strong. He pointed to aerospace, it might be in grutton stocks. The latter could be hurt because airlines use a big amount of titanium. What happens if russia bans titanium exports . Plus the stock is down 6 cents from the high. When ity of sanctions, i mull things over here, i debate who will be hurt the most . I stumble on basf, a gigantic producer based in jaempblt half of the plastic it makes comes from gas product. Hmm. Is there an american competitive opportunity here . Yes. Dow chemical has been at the forefront of using natural gas the cheapest in the world, United States natural gas. I like that edge. Because despite the safety trade that includes buying the dollar and u. S. Launch, Interest Rates are headed lower even if you think they should be higher given that 4 gdp number we got yesterday. Dow chemical yielded 10 . Another competitive advantage and dow has an activist, dan lowe, a powerful smart money manager, who is pushing management to change maybe a break. Sure, 51 dow is not down that much from its 54high. However, it just reported a turbulent quarter. If i werent for this geopolitical madness, it would be much higher. Voilla, i found something to buy. We can happily buy more if it goes lower, because the dividend yield will protect your investment some what did the trust do when the market was down a couple . Buy, buy, boy. Dun. Now, what object the rest of the market . Tech a big sector. Financials are not down very much today and rates are going lower, not higher, with i is bad for the earnings tech. Tempting. These companies have big sales if europe. That could hurt the numbers. Maybe thats too good . We just got fantastic earnings from facebook. I love that. I try try never to boy the basis. Microsoft has been intriguing, remember that great quarter . I like that. Its only off 40 cents today. Intel, barely down. Even nasdaq the 2 . I need a discounts. I heard them talk about the iphone 24r50u67 iphoi6 about to launch. Down from its high, micron tempting down 6. Wait a second, a 60 second decline. They say the dram capacity the principal product coming online, they are probably ready to sell. How about the soft good trades . I always bot the food and drug stocks if economic chaos. People have to eat and take their medicine. However, they reported a really nasty number. Kellogg, so dit kraft, who has layer. All the good biotechs are taken, theyre ready for highs. Pass. Well, i love the oils, my favorite big cap oil. What do you push endlessly . World dutch, opportunity . For the, up 1. 36. Not buying it up on a down day, exxon, hrnlgs wait a second, shed 4. 35, no, domestics . They trade with western texas intermediates, the price of oil is plunging, up 2. 5 bucks thanks to the stronger dollar. That yield rallied off the exceptor Real Estate Investment trust. It needs to come down, tmobiles desire the take share. How about tmobile, itself . A good quarter the stake. I know. Restaurants, retail, best near the 52week high, worst two dangerous to own. How about my dooms day list with the most aggressive buy backs with that cushion . Time warner, cbs, huge buyer of stock. Inner public the Advertising Firm the ceo said ad rates are soft in general. Dyson, disney down 2 bucks, are you kidding . I can continue to take off groups endlessly, go over and over. I think you see the. Will is not much to like yet with all the uncertainty abroad accepting those that deserve it. The best of the best are still high. Sure, i might miss a chance, absolutely. This could have been maybe the bought testimony at the end of the day. Yet again, that itself why i was picking dow chemical for the trust. Heres the bottom line. You want to know my approach the Charitable Trust is buying dow, nothing more. At least until you boy lower levels. Once again, i think patience will be rewarded. I want to go to art in pennsylvania. Art. How are you doing . A tough day. Im doing fine, how are you . Good. I want to say, i love your show. I love your books, you are awesome. You are terrific. I signed 800 last night. Water up . Awesome. My question is with regards to russia and ukraine in the news, what down about ford versus gm and how they will be doing in the future . You know, phil lebeau who is unbelievable said the other day he was doing research, thinking there is like an inventory bill. The stocks have been terrible. Ford is down since they reported. General motors has all those issues, my Charitable Trust, very tempting. I dont hate the group and i dont like the group. I dont love the grownup. Thats kind of lukewarm, you know what, i got to wait for lower prices, i know the day is rough. Hang in there, until we see lower levels, my trust isnt buying much. Trust me, patience will be rewarded. Mad money tonight. Worried about the mess in ukraine. Tonight i got your protection, im heading far east. My top three kleinese internet games, Buffalo Wild Wings wasnt enough to satisfy wall streets ravenous appetite. Heart of times square, see what they have to say yet. Plus, russia has more oil than most places on the planet. Bp has a lot at stake. Ill find out what the ongoing instability could mean for tear bottom line when i talk to the ceo. Stick with cramer. If energy could come from anything . Or if power could go anywhere . Or if light could seek out the dark . What would happen if that happens . Anything. In a we believe outshining the competition tomorrow quires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. Female announcer youreduring sleep trains triple choice sale. For a limited time, you can choose to save hundreds on beautyrest and posturepedic mattress sets. Or choose 300 in free gifts with sleep trains most popular tempurpedic mattresses. You can even choose 48 months interestfree financing on the new tempurchoice, with headtotoe customization. The triple choice sale ends soon at sleep train. Sleep train your ticket to a better nights sleep on a hideous day, you know me, i think its worth pointing out there are some positive areas in the market that worry about the mess in the ukraine or the potential peaking of the u. S. Economy. What can still work . How about the big clean thine i chinese internet stocks . Hear me out. Maybe china a safer than you think. First of all the ipo of ali baba, it is now right around the corner. As this company is planning to come public in late summer or early autumn. I think the ali baba deal is going to be huge and more important i think it will highlight something thats changed and changed dramatically of late. So it used to be the chinese ipos were downright dangerous, now we have seeing larger legitimate offerings, especially in the Technology Space performing very well. Excuse me. So ali babas ipo about to shine a spotlight on chinas internet stocks, i think its worth getting ahead of the curve, highlighting our three place, stocks investable. They represent a powerful longterm theme the rise in ecommerce, peoples republic, lets remember, 46 of the people have internet access. That figure is declining rapidly. My three favorites, buy Shop Holdings in jd. Com. All of which i believe will get a boost when ali baba comes public. Lets start with the company its the longest online retailer. Vipshop, mostly via a flash sale business money, check it out. You can hook it up. Every day they announce a new sales event. A powerhouse of goods, cosmetics, otherwise dow products. Each of which lasts for five days. You foe what, i like to think of vipshop as the chinese version of tj max. Except its all spun over the web. This is a terrific Business Model. China is very faer from well developed. There is huge demand for these discounts, very few places to actually find them. China doesnt have big off price bricks and mortar resale chains like we do. To compete against, the footballs are tremendous. When vipshop reported in may, they had 7. 4 million customers. The companys revenue soared 126 , earnings more than quadrupled. Yes, earnings, the may be the fastest grower out there in excess of 100 . The new model margins are steadily expanding, vipshop has eformous opportunities. Accommodate rising customer demand and gradually moving to new markets i can long congress. Now, this stock is up good. Its rallied 29 since may. I just gave a 6 pun 31 pullback today. I think it trades at 42 times earnings. That may sound like a high multiple. Its nothing like the growth rate. Rapid fire revenue growth, real earnings and a relatively keep stock, what is not to like . Something you get tomorrow or monday, maybe things kind of shaky out a little here. Next up, j. D. Com. Its the number one chosen direct sale, it came public this past may. Its the most amazon likable. Ali baba has a marketplace where they take a small cut of every transaction. J. D. Com sells merchandise j. D. Com sells directly to consumers. They sell consumers at a higher price, just like amazon, j. D. Sells at a discount to ballistic i bricks and mortars. Like amazon, j. D. Has Enormous Growth potential. It rolls out new businesses, like their own online marketplace division. The similarities dont end there. Like amazon, j. D. Com is also not that profitable. That said, the growth here is pretty darn fast. While the stock rallied and rallied, as of today, i think you could have more upside going for them. There is the last but not least the baidu. This is the chinese google. Of all the chinese internet stocks, baidu is a real company with real interest with real earnings. Ive liked them for ages, for years, this was the only one id recommend with an actual investment, no at trade. Baidu has a gain since the bought testimony in 2009. Baidu is perhaps the most obvious way to play the explosive growth of the web in the peoples republic. The company is the leading chinese language internet search provider. Remember, they dont even have to compete with google. They would compete over freedom of speech issues. Dadi baidu is all about ship. Baidu is all over this transformation. Latest proposal, they account for 30 of the revenues and the search traffic in china, amaze, basically baidu is as close to a mind share monopoly as can you find. Its not just search. They have a whole ecosystem, maps, map store and all which are getting traction. Baidu is a sophisticated player. They have an integrated bidding program, according to which device. What time of day it is what the user is actually doing at the time he or she sees the ad. Baidu trades 26 times next years earnings stills. That is cheap. Bottom line, remember that every selloff could be a buying opportunity as long as you pick the stocks you tow could bounce back. These chinese internet names will get a big boost, a big one. I think vipshop and baidu are worth buying into this current weakness, why dont we go to kingsberry in massachusetts. Caller water going on in kingsbury, massachusetts. Imim under the desk. Caller i called about tesla an hour ago. Im calling about a different stock, rng, ringcentral, their earnings expectations, they boat them on ties. I wanted to see what you think about going long on the stock. Holy cow, ringcentral, talk about one i dont know i got to learn. I think you got the beat on the doreen thing, youve intrigued me. I will be all over ringcentral in the future. All right. We swam in a sea of red today, for the denying, losing selloff to buy stocks to buy back. What im interested in is these internet plays in the republic of russia. There is still more mad money ahead. The stock may have gotten clipped. With football season right around the corner, you missed beer, wings i got the ceo from times square. Ill talk politics and profits with the head of the oil giant. Plus, is there hope . Im scouring the stores to see if it has the ingredients for a comeback. Stay with cramer. Shltsdz. What are we supposed to do with Buffalo Wild Wings after yesterdays vicious 22 or 14 selloff in the wake of a Strong Quarter that wasnt quite Strong Enough for wall street, especially because the guidance paid many worried the growth could be slowing. Hey, there is a tough one. The beer and wings chain has been the ultimate growth stock. Any concept is going to beak. If they saturate their own markets. Buffalo wild wings is in 25 locates, while the growth pay be far from over. I think it behooves us to go over it with a fine tooth comb. Fortunately, i got to speak with sally smith earlier today. Take a look. Sally, were here alt your new store in manhattan. Its obviously a rooftop multiple levels. Is this the new template. It is. We call it our stadia design. Im glad to have you here. We talked about this. This is our new stadia design. When a guest walks through the door, we want them to feel theyre in a stadium. The games are on, we hear the cheering. We want it to be their place. How reputable around the United States . All the companies on the 2014 have the stadia look, we are going back. Stores are due for a new model. We are able to bring much of the decor the feel into our as we remodel restaurants. You have always taken a long term approach. The stockmarket is a tougher game. Its so shortterm oriented than 90 years ago. All the way up to 150. Suddenly people say, wait a second, they reported a quarter. I thought it was the best quarter you ever had. We had a phenomenal quarter. Would you do the Conference Call over if you had a chance . You know, we really provided information we thought we needed to get out there. We lad a great quarter. I think were recognized for having a great quarter. We actually did up your guidance and said we could reach 30 year over year fet growth on income. Expectations were a bit higher. I know the stock had run up in the week before earnings, which are not dissimilar to other quarters. We tend to have a lot of volatility around earnings and as you mentioned, i am all about the long term. The company is. How do we continue to sustain phenom fal growth and deliver for our shareholders . So when we read headlines you were imploying fairly poddest growth, thats kind of a bit of a subdued way to be able to explain you are for a longterm measured growth . We r. I would rather make the right decision today for three to five years out than just to try to keep driving the bottom line for the wrong reason. It is all about sustained longterm growth. All right. You have always been i think somewhat, i would say conservative about the number of Buffalo Wild Wings. You got a 1018. There are 4,9 fine title institutions of college in the country. Isnt every one clamoring for a Buffalo Wild Wings . You know, thats the great thing. They are. We think we are testing a small foot print for smaller towns with a draw of 20,000 people. I like that number, 4500, title 9 institutions. So maybe that will be our rallying cry. There was talk in a Conference Call how your strategy has not given you a return on vechlt its not like you said, this is making you a for kuhn, can you subscribe to viewers why overall it is important . Sure, if you think about when you go to the restaurant, you want to be greeted, seated. You want your beverage order taken, you want your food. We have so much more happening at Buffalo Wild Wings, people want to sample the sauces. You go if, you want to see a game that isnt showing. We feed to change the channel. It takes the server off the game well are you there. The Guest Experienced captains help you make a great experience, make sure you see what you want to see, sit where you want to sit.