Sell sell sell. Youre often avoiding pain, but youre also likely to miss the big opportunities. Sometimes you need t deal with a bit of anguish to be in a position to rack up the longterm gains, but thats very hard to do if youre always flitting in and out of stocks at a moments notice. We see this thinking play out every day including today. The nasdaq dipped and i frankly find the behavior disturbing. Theres no clear example of this sort of stock not owning, but renting than facebook. For the last couple days, the stock has been under pressure. The reason . A Research Note came out recently saying that what facebook reports in roughly two weeks, it might disappointed [ baby crying ] holy cow. A stock thats up big with a quarter that might disappointed . Isnt that a clarion call to sell sell sell . Cmon, right . S wait a second. Every single Time Facebook has reported, there have been rumors it could be a rocky quarter. The problem is, if you really want to risk selling the stock of a company all over the front pages with new and exciting devices, interesting methods of advertising, communication, a juggernaut without peer except perhaps for snapchat for a very small portion of its business. Do you want to dump the stock now when the market has become remarkably forgiving . Do you think you can get out of facebook and then back in again if things are nearterm solve, but long term great with a fantastic future . Believe me, i obsess about these issues all the time. Mime charitable truth bought facebook in the 20s. Do you know how many times ive wanted to trade out of this structure for fear that it would go down after it reported . Trading out of the earnings may be tempting, the Research Director for the trust, he spotted a pattern thats happened all too on which after this company reports. Facebook has beaten both the revenue and earnings per share numbers in seven out of the last eight quarters. The company has raised its forecast eight out of eight times, causing analysts to raid their own estimates by 15 on average in the days following each respective release. That frankly is outstanding. Yet despate that amazingly strong history, how has the stock down . After the last eight quarters, facebook has closed down 50 of the time. In the week following its Earnings Report the shares have traded lower 63 of the time, with that pattern, how can you not want to sell going into earnings . The odds favor the stock will be lower a week later. Dont you have to get out ahead of the quarter . Wrong. [ buzzer ] heres the issue. Facebook has appreciated an average of 9 from one quarter to the next. The initial skepticism provides a buying opportunity, yet renting and flipping facebook has proven to be a suckers name thats a lot of effort to avoid, and heaven help you if this happening to be one of the Earnings Report where the stock actually goes up. Oy feel pretty much the same way about amazon. Is there any doubt this company is doing well even as retail sales are down this month, and by the way, traffic at the mall is down huge. Maybe as much as mid teens, double digits. Wow. Amazon is delivers one step ahead of the posse. I think the consumer hayes turned against going to the mall, except for cosmetics, a new necessity because of the new highresolution screen demands that you be made up before going out the door. Someone said i looked like plus the millennial hate materialism and they dont want to waste time shopping. Its a huge change. Thats why amazon has been such a longterm winner, but short term . This is a quarter where all of the socalled in the know analysts have said that amazon will spend too much money and the number they report nest week on april 21st could be very disappointing. So the other day i pointed this out and the stock rallies and yahoo, and twitter come out with gujz blazing saying i kept them out of the best stock ever other made them sell it ahead of a fantastic run. I was just trying to give people a headsup about a potential chatter. I, what do i really think of amaz amazon . There are instances where i recognize that my arnlz is inferior to others. I prefer bob peck. Hes over at suntrust. I calm him that, because hes kept me positive through owns a highprofile stock like amazon. He provides a valuable perspective, putting out amazon web services, that one division could be worth 100 billion. That means the Actual Company you think of as amazon isnt nearly as expensive as it seems, even with the market capitalization entirely of, web service is the new mall. You high them and they get the job done better than you can. I cant easily say dont worry about the quarter, but if i do that and it turns out to be the heavy spending quarter that most are talking about, and estimates have to be slashed going forward, ill be the butt of a joke. People will be playing the clips saying you know exactly what im talking about. So i offer the caution not to get you out of the stock, but to warn you about a speed bump that might be jarring depending on your tolerance risk. Just remember that theres a Web Services Division thats worth a ton of money, and its not reflected in the stocks valuation now. In the end i think the shortterm thinking is insane. If you want a perfect example why, we did a live show almost two years ago from ville notch nova. My dad what there. It was sensational. I remember starbucks reporting right while we were filming. The moment the number was reported, it got hammer mercilessly. I looked at the results during the commercial break, better earnings, better samestore sales. I thought it was crazy that the stock was being crushed. However, i also wished at that moment, which was going through my head, that i had warned people if the stock runs ahead of the quarter it could give up some gains, and then some, even on a good number, so they could avoid this anguish. Now, on a weiss bit of coincidence tomorrow jay wright, the coach from villanova, will be ringing the opening bell. I hope to get to see him and interview them and starbucks reports next thursday. Im hearing that the quarter may not be a barnburner. , a going back to the fabulous day at nova, you know what . I could even see the decline in the chafrt. In fact the stock is exactly double since that day at the fieldhouse. Thank heavens i kept my mouth shut. Heres the bottom line. Stocks dont always get it right short term. If you play the shortterm game, i think you might not be getting it right, either. Better to thing long term, better to own facebook from 28 or from starbucks to 30 to 60, to 621 now, than to sell them in order to sidestep a couple bucks, and a few hours in the house of pain. Barney in pennsylvania, barney . Caller ive never heard you comment on intreksen. They appear to have about the only weapon dealing with the zika disease. I heard bill miller about two months ago on cnbc discussing this company that turns out to be the second biggest position behind amazon, what do you think . The 848 break where i did cross talk with squawk. You know, i talked with bill and thought it was an interesting speculation. Weve done a lot of work on it on the show. I dont know if it will actually work, but its a good spec. An marie in new york . Caller i dont understand why mcdonalds p. E. Seems low compared to the rest of the group when the stock has had such a big runs. The earnings are doing terrifically, and lot of it is easterbrook doing some job, and theres new technology theyre rolling owl. I my that mcdonalds at 127 is still a buy. Thats right. I think the stock can go up from here. Lets go to robert in texas. Robert . Caller yeah, jim, thanks for taking my call. No problem. Caller im a huge fan of the show. The question i have today for you is a petroleum. I got in a couple months ago. I doubled my money. I just dont know what to do i realize take half off. If oil doesnt go to 50, that stock will go back to 8. Its had a nice runoff. Heres the problem with whiting. They have some expensive problems. I did work on a company that went bankrupt, bought a lot of stock and oil, and whiting did that, too. So lets be careful, ring the register on half the whiting. A stock like facebook isnt made for rentic. Shortterm thinking i think could be difficult and not only that, i think it could be dangerous. On mad money its a company you use every day behind a ton of your interactions online and you dont realize it. Im revealing what it is just ahead. Then it was supposed to be the worst earnings season in seven years, but its more of a boom than a bust. And name the stocks that are shining the brightest and game does that stop has been feeling the pressure, but is it in trouble . Im sitting down with the ceo after analyst day to find out whats next with the company. Why dont you still with cramer . Dont miss a second of mad money. Follow 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. This just got interesting. Why pause to take a pill . Or stop to find a bathroom . Cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. Tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex do not take cialis if you take nitrates for chest pain, or adempas for pulmonary hypertension, as it may cause an unsafe drop in blood pressure. Do not drink alcohol in excess. Side effects may include headache, upset stomach, delayed backache or muscle ache. To avoid longterm injury, get medical help right away for an erection lasting more than four hours. If you have any sudden decrease or loss in hearing or vision, or any symptoms of an allergic reaction, stop taking cialis and get medical help right away. Ask your doctor about cialis and a 200 savings card if you want to understand the character of this market, its really worth looking at the leaders, specifically the stocks that manage to join that exalted group known as the new high list. Today a Small Company called the Rubicon Project just made a high. Its programmatic ad buying. They have taken the process of purchasing and selling Digital Advertising and automate it with one of the realtime cloudbasedsh that processes trillions of transactions each month. They amass a huge quapt of data that they then use to help their client get the most bang. Theres i know i can cut half of my ad budget, i just dont know which ad to cut. It turns what had been an art into a science. The rise of digital may seem like old news, but the fact is were still in the middle of a shirr from old media to digital, which only accounts for about a quarter of the global market, and the programmatic segment is by far the fastest growing. They have plenty of competent fridays alphabet, however the Rubicon Project remains the largest independent automated solution. Plus the Company Reported a fabulous quarter, acceleratingsh and a gigantic 39 cents earnings i think thats a part of the reason why the stone only sells at 19 times earnings. Lets take a closer look with the chief Financial Officer of the Rubicon Project. Welcome to mad money. Good to see you, sir. Have a seat. So i was thinking when i started, we had all these companies that did all this advertising stuff. They all never made any money and went bust. You guys are making a lot of money and doesnt seem like only a few people left that you are competing with. First, thank you for having me on the show. Its a real pleasure. Sure. Its automating advertising, as you said. We talked about why that matters and what does it actually mean . As you stated, marksers have faced the conundrum of not knowing where their return was coming from from the marketing investment. Even now we have marketers that are purchasing 300 million u. S. Television house dlds, which in the Digital World is so as we moved into the Digital World, two very important things happen. One is that ability to measure and precisely matched that demographic rirm for that campaign can in and out by done on a person by person basis. The second thing thats important is the inventory, those places where the marketers can find their audience and have an impress exploded as a result, you need the automation in order to reach out. Definitely when i think of that, i think why not use google . Why do i need rue i con . The Rubicon Project means we have a complete solution. From the customers standpoint, an agency other advertiser can reach their audience through any type of inventory through across any media, whether its display or video, and across any type of a platform, and it also connecting buyers and sellers directly. There are very, very few participants that actually can complete ha holistic solution. Why is that . There used to be dozens of tuning. Why did so Many Companies not compete anymore . Theres a number of companies in the sector. Many of them are focused on specific elements of the markets, so for example, just mobile or just video, or just on the buyers side. When you think about that complete solution, rube i zonal projects, its google and facebook that primarily operates within its domain. Google did what happened if they decide to give it away . Google for a long time has had a great provenance with the long tail aspect. Were talking about smaller advertisers that can leverage their search business. They do a terrific job. Right. Whats happened with respect to the development of Rubicon Project we release one of the largest we reach over a billion people. I know you have some clients. When you say we reach, you mean certain clients big clients. Our customers are some of the largest publishers in the world. Viacom, ebay, walmart. All of the major agencies. Through that we reach over a billion people worldwide. We will use 50,000 Machine Learning al go rims, artificial intelligence, if you will, processing up to 9 trillion bit requests every single month. That type of processing power, and that time of data has given us a tremendous advantage. So has the complete solution. Some of the premium publishers are competitive with google, because they have their own do you tell customers the metric that that you get, would they know it ahead of time . You say, listen, i only want to do it at 3 . What happens . Let me use a parochial example. Lets say youre a wall street journal salesperson, and move to the online, and youre selling an ad in the marketplace section. Well, you know the content and youre going to call who you think will best match that and negotiate prices, you might call ford and kmart and after a period of time youll arrive at some insertion order and you will have your deal. Now enter the Digital World. That particular placement we now provide that particular salesperson with an enormous amount of data by which they can precisely say, i can actually increase my cpm by virtue of my knowledge of all the data. Now the marketer on the other hand, theyre willing to pay no a more targeted ad. If its forte and they want to promote their f150, but a certain promotion in california, they might want to promote it to males 25 to 35 in california. You have that data. We have that data. What also has is very important. That particular ad in the Digital World, that ad will change 100 times during the course of a day and probably 100 like them on their entire site. Now you must have the data and you must have the volume, so we assist with both rate and volumetrics. Great to understand this, this is very important. Its the new world. Thank you, the cfo of rubicon. Mad money is back. Coming up, a new place to repair your mac . Gamestop has brought in new businesses to hit reset in a decline in its core market. Will the advances in technology and the force of its new initiatives help the stock rise and make a new high score . At mfs investment management, we believe in the power of active management. By debating our research to find the best investments. By looking at global and local insights to benefit from different points of view. And by consistently breaking apart risk to focus on longterm value. We actively manage with expertise and conviction. So you can invest with more certainty. Mfs. Thats the power of active management. Its always satisfying when things play out, like theyre supposed to. Classic example is the airlines. Delta reported an outstanding quarter on every metric, jet fuel went to 1. 33, and a hue buyback with all that excess cash. If you extrapolate it, you can see it shrinking by 8 this year, but there are two things that made it a stand out. First, the discipline of the industry itself, where the companies are being very smart about not boosting capacity. Second, the lack of satisfaction with their own earnings. Delta wasnt happy with the unit revenues. They expected it will decline by less than that this quarter, but no smug satisfaction over wildly profitable set of numbers. It was actually the opposite. These guys are already scared like theyre losing money, and im Walking Around fat and happy because theyre making a lot. Even after the near 1 gain in the quarter. Frankly i find that outlandishly cheap, but i totally understand this industry has a long history of no discipline of pricing or capacity. Thats okay. If the company doesnt get the respect it sdeshs, theyre keep returning capital. Buy its own stock back hand over fist, of course the quarter reverberated, sent the recent of the group soaring. You know i was bummed when alcoa reported on monday and had that setback. The swing in profits was nightma nightmarish. That said the cuts were amazing, and alcoa is breaking it up to companies with a good cash flow. When you look at the comparables, youre talking about moneywell, united tech notion not to mention precision castparts, which Warren Buffett bought out. Now, alcoa stock flew up in anticipation, and i sure didnt want to see that. People that day no doubt felt agrieved under today when the stock broke out. Why is this one going higher . Because of a genuine belief that alcoa like so many Commodity Companies out there some of the mineralrelated stocks are going up way too fast. But this one does have that last quarter before the splitup thesis that begins now, and i think that makes it compelling. Just understand whats really happening here, though. The bott