Or a sense that the federal government is at last taking Decisive Action against ebola we can finally focus on what we do best, spotting the Top Companies to invest in. Thats why when we have a terrific series of Earnings Reports today as the geo political smoke cleared we could rally as hard as we did with s p flying and nasdaq 2. 7 . Later tonight i go over my check list of positives that i think are creating an investable. I regard next week as the single most important week of earnings season. Let me give you the game plan. It starts off with the earnings of apple, the Biggest Company in the world and let me tell you, still one of the most under valued. When Companies Report even the best earnings on the day of a major sell off traders take cue from the action and presume the worst. I think the same thing happened to apple when it announced very exciting new tablet products yesterday to reignite the slipping category. Apple is refreshing the entire ipad line and offering catchy items to go with the iphone 6. Yesterday no one seemed to care. When it comes to apple my view remains simple. I say you dont trade it. You own apple. One of the reasons you want to own it is for next years sales for the kind of product introduced yesterday. It is significant. If you havent bought apple yet after watching my show for the last ten years why dont you wait until 9. 5 or after it reports when some bearish analyst and there always are and loser comment ateers will likely give you a bargain with a myriad of reasons about why apple has peaked. Let them take it down. They always seem to want to be so important. Let them do it. It is your opportunity. I dont feel the same way with ibm which comes on monday after the close. I know Warren Buffett loves it. Ibm hasnt been able to find footing on a new cloud based world of Information Technology and i think it is not worth owning. Here is an interesting one, chipotle. The overall market selloff is taking this stock about 50 points away from the high. I like the fact that raw costs look like they peaked. I smell burritos and opportunity. Finally on this busy day i want to hear from what vf corp has to say. That is a big apparel company. Why do i care . This coal group was quite weak after Urban Outfitters said some pretty negative things about its business. If vf corp makes it clear that the weakness was Urban Outfitters specific as i think it was then you can buy many of the retailers that are more apparel oriented almost all of which were down today. Alibaba came down to 84 at one point this weekend and took yahoo stock down with it. The long knives seem to be coming out for marissa mayer. Given the google reporter number that many say is subpari can only imagine yahoo will do the same. I dont want you to sell yahoo. I want you to buy it into weakness. Al the company can reinvent itself from the new found cash by buying more attractive companies out there. If netflix keeps going down yahoo can snap that one up. They can afford it. I like the yahoo story as much as everyone else seems to hate it. Mier became ceo in july of 2012. Last i looked most of us would kill for ceo delivered that kind of stock performance. Interest rates have been plummeting for the past month. That should make stocks with 3 yields the socalled bond market equivalents shine. We will get results from cocacola and kimberlyclark. Consumer product Goods Companies with challenged growth rates. If Interest Rates remain where they went out today and these Companies Report earnings i think they both tack on a couple of points of gain. Wednesday could be boeings chance for redemption. Last time the Company Reported it traded up a couple of bucks. Remember during squawk upside surprise. That was just crushed for days when the analysts turned on it after the Conference Call. They were unhappy with the cash flow and the performance of the defense business. I think boeing puts it together in this quarter. The stock ran today on the terrific honeywell quarter. You can do this. This is wednesday. You dont think something bad will happen between now and wednesday . Of course it will. When i look at thursdays calendar i see two companies that tell me more about the world, the Quarterly Earnings from 3 m and caterpillar. These two companies are night and day when it comes to execution. The ceo of 3 m. Continued his companys remarkable tradition of creating new products and making a ton of money off of them. 3 m is all over the world. It will be monumental if 3 m can triumph over head winds. They come off of the highs but rallied big today. If it sells off at the end of the quarter buy half a position just in case the stock reacts poorly. 3 m has been a remarkable creator of long term wealth. It is a Core Portfolio holding. As for caterpillar it should be doing well. We have an amazing number from United Rentals that included huge boost to its broadcast. This is a renter of heavy equipment. This is a terrific tale for u. S. Demand for caterpillar. Caterpillar is going to report a truly stellar number it will need to see china rebound from its soft patch. I dont want to own the stock going into the quarter. As i say, get rich carefully. The cat Conference Call is the best for getting the read on the economies because you only buy the huge equipment if you want to do Something Big and that requires confidence. After the close this is one that really worries me. We hear from amazon. I am troubled by this company. Amazon is in one of the moments where it wants to spend, spend, spend and seems to have contempt for those who want to see profits. The ones who sold google today could be further disappointed when amazon reports. I much prefer alibaba which is much, much cheaper. Finally we are back to the bond market equivalent mode friday when Proctor Gamble report. I think there is a lot of restructuring ahead of it and will protect you from the down side while the upside could be considerable measure. I think that is giving you a w unique opportunity. The one that i always say does well. 2. 85 yield gives you a nice floor. The ceiling, how about a lot higher than where it is now . Here is the bottom line. Next week is so important that we may get cues and clues that could last from here until the rest of the year. Given the improving geopolitical back drop i think it is worth investing in the best companies that report next week. And you know the ones i am focused on. Total red flag. There is good noises but the good part went to verizon. Donna in texas. Caller boo yeah. Whats up . Caller i just reread and reread get rich carefully. You will need to write another book after this week. The last one took so much out of me, i dont know. Caller i have been in and out of first solar before and did very well. And its way down. I was wondering is now the time to get back in it . There is a brokerage house, an inexpensive stock. When oil goes down, solar is a religion. Thank you for the kind words about get rich carefully. Kirk in texas. Good luck sunday. Caller love the show. Thank you for taking my call. Here is my question. I have an amount of pandora purchased at 33 and it is down from 40 and now at 22. What are your thoughts of pandora . I think someone has to buy pandora. I recommend the stock on the takeover basis if i dont like the fundamentals. We dont care where stocks have been. I think this one has a 10 , 15 move and you sell, sell, sell. Next week is crucial. It may give us clues that could last until year end and could mean investing in some of these reporting. Coke, pepsi or a stock that surged more than the two soda giants combined . Tonight im taking the lid off with serious pop this year. Then is that you . The market rallied in a big way today. Ill grade your portfolios in a brand new edition of am i diversified . Stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question tweet cramer. Send jim an email to madmoney cnbc. Com or call 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Go ahead and put your bag right here. Have a nice flight traveling can feel like one big mystery. Youre never quite sure what is coming your way. But when youve got an entire company who knows that the most ontime flights are nothing if we cant get your things there too. Its no wonder more People Choose delta than any other airline. What the heck has been going on with dr. Pepper . At a time when most stocks including many of the soft goods plays have been hammered dr. Pepper is alive and well giving you a juicy 14 return. I had to go back and look at this because that is an incredible run for a company that basically makes sugar water. Typically you dont see this kind of move especially in an environment where Health Focused consumers are supposed to be moving away from carbonated beverages. When i think about dr. Pepper neither the words organic nor Natural Spring to mind. I know when you think soda cocacola and pepsi are the first to come to mind. I think they are Excellent Companies with top notch management. One of my 21 bankable ceos. We consistently see dr. Pepper is the one you should be buying. A stock that outperformed coke and pepsi giving you more than double the gains of two largest competitors. And dr. Pepper sports a safe dividend, a much better return than you get from ten year treasuries. So how does dr. Pepper do it . How has dps put on this magnificent performance . Is it still worth owning . I think the answer is yes. Im going to tell you why. I think the economic picture has improved dramatically. Dr. Pepper is a terrific recession proof safety stock that will serve your portfolio well. A week ago we thought they were. While coke and pepsi duke it out over who gets to be the number one cola maker dr. Pepper has become the top dog in the flavored carbonated soft drink category with a fantastic 39. 5 Retail Market share in the United States. I couldnt believe it is that high. Dr. Pepper is the king of noncola carbonated beverages. This company may be smallest of the soda stocks. A big part of that is because dr. Pepper snappal doesnt try to compete too hard in markets where they cant win. Where they do compete they are phenomenal. They are beloved brands not just dr. Pepper but snapple, 7up, a w, hawaiien punch and many more including terrific mixers. So many of these brands are dominant in their category that roughly 83 of the companys volume comes from products that are number one or number two in their respective flavors. Dr. Pepper snapple built up powerful position in niche areas. Does anybody use anything but canada dry with their vodka. The unique timeless flavors like dr. Pepper and all the different derivatives. Why are these brands so dominant . In part because many are household names that American Consumers feel attached to. Meanwhile, the barriers to entry in the soft drink business are quite high at least when it comes to beverages going after a mass audience. Not only do you need a terrific distribution network. If you want to introduce a new product you need to spend a fortune on advertising to compete with the likes of coke and pepsi. Dr. Pepsis brands are practically grandfathered in. Unlike cocacola and pepsi dr. Pepper is still mainly a domestic story that got 88 of the sales from the United States which is in part because they only have the north american rights for most brands as a result of when it was off as a separate company back in 2008. Recently larry young, dr. Pepper ceo, i like him, came on this network and revealed that his company obtained the rights to begin rolling out snapple in the middle east. I believe iced tea could be a terrific growth opportunity. The company has grown like a weed in latin america. The real reason i adore dr. Pepper is because it is not about making beverages, it is about making money. For example, the company prioritizes pursuing growth and higher margin channels like convenience stores, vending machines. Anywhere they can sell you a single can or 20 ounce bottle of soda because the markup is much higher than the markup on a 12 pack of cans or a two liter bottle. Dr. Pepper managed to deliver 14 sales growth and 21 sales growth in drugstores. In 2011 dr. Pepper rolled out rapid Continuous Improvement which helped the company achieve 21. 3 operating margin up 290 basis points year over year. That is incredible. I cant believe how much more they are making than last year. They realize more cost savings going forward. Given the massive decline in the price of oil, plastic is made from petroleum. Dr. Pepper is a cash machine. Best of all management is committed to returning a great deal of that cash to you, the shareholder via dividends and buybacks. Since 2010 the Company Repurchased 20 of the share count. Back in february the company put in an 18 dividend boost. All which helps explain why i think the magnificent run in dr. Pepper stock has been completely justified. This is a company firing on all cylinders with a nice string of quarters. Can it keep roaring . I think the climb in commodities. Dps trades at 16 next years earnings estimates substantial different than cocacola. Dr. Pepper traded three to four turn discount to coke. I think it deserves to close the gap since it is 7. 7 long term growth rate cocacola is 3. 3 . Dps reports next thursday. If you can buy weakness before the quarter you can have a good trade. And you might give yourself a terrific entry point for new investment. While dr. Pepper has had a terrific run i think the stock is worth buying into weakness especially since the company will be buying back its own shares with you. Ed in rhode island. Caller how are you doing . Real good. How about you . Caller i got one stock i want to ask you if i should buy, sell or hold. I like it. It is calmain. It went up to 96 and dropped back down and im starting to wonder if i should sell it. That stock went up on a short squeeze. I see very little growth to this company. We could have a big up week next week with some of these companies. I think i want you to trim it back or sell it. I dont like the long term for calmaine foods. At a time when the market has been in a fizzy the doctor has been on the mend. If you are looking to add sparkle look no further than dps on weakness. There is so much more coming up on mad money. My check list is back. How many boxes are filled . And then the encouraging Earnings Report that were hidden. There is only one way to ensure you cash in. Make sure you are diversified. We will take care of this just ahead. Stay with cramer. Synchrony Financial Partners with over two hundred thousand businesses, from fashion retailers to healthcare providers, from jewelers to Sporting Good stores, to help their customers get what they want and need. Banking. Loyalty. Analytics. Synchrony financial. Engage with us. The all new, head turning cadillac ats coupe. Its irresistible. The segment you have all been waiting for. On monday i laid out a check list, the checklist of ten things we needed to see in order to get an investable bottom. What can i say . Today we got movement on every single issue, all ten. The checklist is now fulfilled. So we do have an investable bottom, i think. I cant go back on it or second guess it when we have so many boxes checked. I cant say all of those are done but now i have five new worries. First i said we wont get a bottom until we have ebola under control. The ebola crisis wont truly be stopped until we develop a vaccine that works. We did take steps to control it and bolester confidence about not contracting the disease. Whats changed . Several things. President obama who had been curiously disengaged on the issue has started to focus on it with the gravity it deserves. This fire side chat and the appointment of one of the toughest administrators i know to the position of ebola czar is welcome. We lost a great deal of confidence in Thomas Frieden who created a false sense of security and degree of complacency directly responsible in my opinion for spreading of the virus. Frieden will be free to spend more time on the flu. Klain will be able to mobilize forces whether it be health care officials, doctors, military, politicians, Drug Companies to get this darn thing under control. It is a smart move. Plus lets not forget we are past the incubation period or the one we believe exists for those who first came into casual contact with the man who died from ebola in dallas. We havent had any of those people come down with the disease that i know of. Fingers crossed. It has been 23 days since the late Thomas Duncan became contagious. That means there are plenty of people who met him who might be able to breathe easier along with the rest of us and the panic people in america might feel more confident that you cant catch ebola through casual contact. We have pretty much every single group get hit this week. They have all fallen. All stocks have to get high yielders, Real Estate Investment trusts, tech, oil, finance. That is what we have been waiting for. This week long torture gave it to us. Lower prices check. Third, with the crushing of netflix we have wiped out a ton of speculation in the market. Lots of money has been lost speculating here. We needed it reined in to get a bottom. I think the pasting of netflix has done the trick. Fourth, oil found its footing yesterday morning when we saw the final capitulation of those holding out for a bottom. I think there were many hedgefunds that borrowed to buy oil stocks and futures. These speculators and that is all who they are because they hadnt done their homework were crushed wednesday and blown out of the water. With them glowing oil was able to rally. It was clear