Is the life blood of long term investors. If you want to make money in an uncertain market, you have to go with companies that have the wherewithal and the talent to go the distance in a new world where trends no longer documented at a glacial pace. Theyre adopted at the speed of light. Today the dow plunged 217 points, s p 500 sank 6. 9 , nasdaq lost 1. 02 . We dont know who is really stuck in a downward spiral. Who is being overrun by new forces and who can withstand them or even adapt to them over time. Lets use some action to highlight those who get and it those who dont. Why dont we start with the walt disney. In the grip of a bearish narrative. The possible falloff of espn. A hugely important earnings streak because of a change in the way people watch television. There are people who wont pay up any more for espn. There are those who feel they dont need Sports Center is that other marquis programming. They can call up any information they want on their smart that foen. At the same time, disneys broadcast numbers were pumped. Not as strong as the competition. The Company Closed its console games. Taking charge on the unit. Okay, sub par. Im not making excuses for them. They are why the stock fell 4. 31. However, i think the negatives here mask a much more positive longer term picture. Thats how i want you to think. First disney did grow its earnings share up 11 . Anybody see that . Anybody see that number . Second, the company is being run for the long term. Not the short term. Disney has acquired enough intellectual property and movie business to produce a mega movie for every quarter from now until kingdom come. Ive been guilty of short material thinking myself. I always thought that title was bestowed upon me by the late great mark haines who brought me to cnbc and a good friend. Sometimes whats working now is wrong because theres so much in the pipe at disney that you cant grade it on revenue lost by a broadcast network that can easily get hot again or from espn subscribers that will continue to generate. I care about shanghai disney. More than, that i care about mickey mouse. I care about captain america which i believe will have a huge weekend again. I care about frozen, too, maybe two, three, four, not to mention star wars 8, 9, 10. I also care about yoho pirates of the caribbean. And so many of the rides that i took to my kids and my hypothetical grandchildren. Yes, ive turned into reverend jim bob from the church of the future. As much as i like disneyland long term i cant feel the same about macys, the Department Store that reported horrendous earnings leaving people to wonder what the future really holds. I cant think about the church of the future here because i can pretty much buy anything they sell at macys from amazon for less money. When i moved to south jersey two months ago it was terrific. I was less than two miles from the mall. Could i pick up anything i wanted in the blink of an eye. Now with the bargain thats amazon prime, thats way, way too far to shop. Two miles . I know macys seems like an immortal institution but so did gimbles. My mom hawked lingerie. Wow, market street. If you had milliondollar that he the either stalwart would go away, i would have you told youre out of your mind. Now you can only google those stores to find out who they were. History. That was before amazon. As bomb would always tell me there is no god given right for any store to stay open. More than 90 of my dads retail customers were wiped out. I remember when it closed up shop and it cut fastball our year. Why . The shirt store client realize that had walmart was offering shirts at prices to the public that were below the price he was paying to the manufacturer. So that customer of my dads had no ability to mark up. Now macys which saw its stock fall 5. 61 today, or 15 , now has no ability to mark up because of amazon. And marking up is the essence of retail. Im not even talking about staples, office depot that got annihilated by some judge last night. The two company were trying to combine to fight amazon. Now theyre left to their own devices. The stock is off 18 . It tells you exactly what happens in the future. Office supply amazon armageddon. But now lets compare to apple. Heres a company that has changed a billion peoples lives. Thats roughly how many people have the devices. And given the Customer Satisfaction number it is safe to say it changes for the better. Weve all altered our behavior because of apples iphones. Whether the need to wear makeup whenever you go outside since the High Resolution brings out the blemishes, or to watch on apple or the way we pay with our phone at the register. How we back up our photos. Right now all that anyone cares about is that apple missed the past quarter. Like with the apple board member, no innovation. No innovation. Tim no innovation cook. It doesnt matter what has been accomplished or in the works. It is all over. Suffice it to say i cannot make that judgment. I see the loyalty and the revenue streams. While i cant see the new products yet, i know when they come out, people will kill for them. But only after we know that they exist. Apple again like disney has an amazing balance sheet. Best in the world. And a road map for the future. But it is not hot. So the stocks regarded as a false idol. News flash, there is no idol. Ceos and businesses. And both disney and apple are well run with excellent ceos. This can be extended to any industry. It wasnt far back when oil, it shunned the integrated. Like the giants, chevron, exxon. Now the people running marathon and conoako are wondering what are we thinking . Please, please go to 50. But exxon and chevron, theyre sitting pretty. Nothing like threatening for them. Their stocks are on fire. There will come a time when both companies can buy any asset they want. Not yet. Heres the bottom line. Feel froe to blast away at disney. Go ahead and take profits in exxon and chevron. All i know is these stocks are resting. As for these other underperformers, if things go extremely well, if they go fabulous, they may get to a little higher level so you can sell them. If things go awry, lets just call them terminated joe in new jersey. Joe. Caller with the government stopping merger of office depot and staples, do you think that could it possibly affect wall greens . What they did tell me. They feel this deal will close and theyre willing to give a thousand stores away. Thats the kind of concession that reminds me of the dollar tree deal where they were able to do that with family dollar. Im still a believer. But i have to say, after the deal with the judge, everybody has to worry. Everybody. Russell in sweet home alabama. Hello, mr. Cramer. Great show you have. Thank you. Caller ive been buying video on disk ever since the ceo was on your show several years ago. My question is what is your three to fiveyear uplook for this stock and do you think it will split . I dont know. Nvidia, go by it. They have the fast chips, the internet of things. When you break up a really good fast car or a really good video, you know, gaming device, it is nvidia stuff. I like it. I think it has some of the best mojo. How about franklin in oklahoma . Caller how are you doing today . Its a good day for me. How about you . Caller im doing great. My question is about walmart stock. It seems to be fluctuating up and down quite a bit. My question is whether there is a good time to sell and get out of it. Im concerned about whether or not the Consumer Confidence in walmart, if it is declining. It seems to be looking that way. Walmart is a tough stock. It has a good balance sheet. Management trying to clean its act up. I have has a good dividend. Do you know what it doesnt have . Momentum. I feel like amazon, you just dont want to play it. Who has the power . The staying power, that is. A huge difference in those who got it and those who cone. Who dont. Stock didnt look too pretty last year. New year, new game. Shares rebound in 2016. Is it time to capture the moment . Then this company just reported one of the best quarters of the year. You may not have heard of it. But you have sniffed and it eaten it. And tonight im revealing the best industries that youve never heard of to see if they can build a position in your portfolio. So why dont you stick with cramer. Announcer dont miss a second of mad money. Have a question . Tweet cramer. Send jim an email on cnbc. Com. Or give us a call. Miss something . Head to mad money at cnbc. Com. You both have a perfect driving record. 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Compare. Com. Saving humanity from high insurance rates. For those of hue dont remember, shutter stock licensed millions upon millions of high quality videos, photos, illustrations. In a world were hearing with the importance of digital and local advertising, it makes it easy to final the kind of Stock Footage or imageory youre searching for. However, part of the brutal selloff. Lately it has been on the men. Rallying 25 of the day. Plus it reported a strong quarter. Higher than anticipated. 20 year over year thanks to a 23 increase in downloads. Thats nice growth. Stocks are spentiexpensive. Can it keep climbing . Lets check in with john, the founder and chairman of ceo to find out more about the quarter. Welcome back to mad money. I dont think you realize how big you are. 1. 5 million customers in the last 12 months. How is that possible . 1. 5 million customers. That equates to selling five images every single second. And youve added music for cell felonies to and associated press. As we make our way into editorial also. We were mostly in commercial images for most of our 13 years of exist tense. They are news worthy, and the a. P. Has all of this covered. By partnering with them we get content into our system. Today it is available to our enterprise accounts. A lot of our viewers, enterprise versus smaller. Enterprise has been growing pretty terrifically. Today we have almost 30,000 enterprising counts. Theyre Media Companies of all types. It would have a parent account and a whole bunch using those images. We set the account up exactly the way they need it. In 2015 i accounted for 25 of our revenue. It is growing really fast. 25,000 grew 80 year over year. This is a big part of our business and we continue to fuel with it all the businesses that come in. And we upgrade them as they need better service. Some places i didnt count on. Korea, india, germany. Why . Today 60 of our business is outside the u. S. And the amazing thing about images, you dont need that many. In 2006 we translated the site to japanese and instantly started seeing a jump in sales in japan. Weve translated to 20 different languages. So the Global Business shows in our numbers where outside the u. S. , we have amazing business and growth in countries all over the places. You emphasize in your Conference Call that marketing is important. You talk about cheap marketing. That you are the most aggressive margareter. Why does that matter . Is it competitors that are less vocal . In telling the story . Well, the past 13 years weve wanted to build a solid brand. And it takes investing in that brand. We spent years and years building the shutter stock. All of our assistant brand names are around that. In getting people to understand how and why they need to license the images that theyre using to sell their products and services. All of that has created the halo effect that allowed us to bring in footage and music. Allowed to us bring in Digital Management services and sell all that stuff to businesses all around the world. Do people know, who tell people . Generally the content creator will find and it tell them. It has been an educational process over the last decade. And weve gotten customers in the door. Weve gotten them to understand that they need to license these images. That copy right is important. That their business depends on it. For a few bucks you dont get into any trouble. Once people hear it. It is not like the nfl, they really come down out. But everybody else. It is a pretty reasonable thing. You have to license the intellectual property that you use. And businesses know that. There are some places that are new. 2 sfo75 million in cash now . This must be a cash machine. Yeah. Were guiding to a half billion in revenue. Were guiding to 100 million. A huge amount on that amount. We have no doubt. We invest our money very wisely. Weve been profitable every single quarter for the past 13 years. 8 a share in cash . Buying back some of our stock, too. Makes sense. Ive seen a bunch. Growth stocks where it has gotten way too cheap. And the ones that make money like are you taking advantage of it. You deserve it. I think it is a great Business Model and you are clearly number one at this business. Thats john orringer. You like growth . This has growth. Announcer coming up, the Wonderful World . Shares of disney slid today after reporting weaker than expected earnings. But can the partnership, Electronic Arts and toy titan hasbro build new . In new york state, we believe tomorrow starts today. All across the state, the economy is growing, with creative new business incentives, the lowest taxes in decades, and new infrastructure for a new generation attracting the talent and companies of tomorrow. Like in rochester, with worldclass botox. And in buffalo, where medicine meets the future. Let us help grow your companys tomorrow today at business. Ny. Gov that is until the dollar started climbing this week which triggered a rotation out of all things cyclical and into the safety stocks. A little breather today. However, im still a believer that the dollar is headed lower and things have been looking up. Im introducing you to the best industrials youve never heard of. Six stocks putting out tremendous perform yandle of late despite getting little in the way of fanfare. Im calling them the dirty half dozen. Theyll be a major focus the rest of the year. You may have heard mention of our first overlooked industrial earlier today. Simply because the quarter last night, sent stocks soaring. Im talking about a Company Called albemarle. It made Specialty Chemicals including lithium compounds. It has been roaring higher, almost in a Straight Line since the market bottomed in february. And the stock is now up over 33 for the year. The year. This rally makes perfect sense. Why . Given the company knocked into the cheap seats in dead center field when it reported last night. Lets talk about it. It was a monster 26 earnings beat. Off the 80 cents basis with raised guidance. A cold shot. How is that market doing so well . For starters, the materials business is smoking. It is a critical component in all sorts of Battery Powered devices. Particularly electric cars. It is a Good Opportunity for albemarle because the batteries are so enormous. A hybrid car needs more than three pounds. A full and electric car needs 44 pounds. A High Performance electric like a top of the line tesla . 112 pounds in the model s. So that should be a tremendous growth driver over the next few years and i expect it has room to run. Although we have to wait for a little down draft. The second member of the dirty dozen . Atr. This is a leading player in the Packaging Industry that makes dispensing systems for countless products in beauty, home care, pharmaceutical and food and beverage markets. It is up 16 since the january low. Youve probably never heard of it. Why is it roaring . It gets 56 of its sales from europe. The overseas profits translated to greenbacks. Now the dollar is weakening compared to the euro, the customers are the kind of consumers Goods Company that tend to put up consistent numbers regardless of the environment. Next up . Another one that maybe you hadnt heard of. Carlisle companies. The symbol is csl. It is a host of products for nycholat markets. Energy, agriculture, mining, electronics, food service, health care, aerospace and defense and transportation among others and a mosaic of construction materials, High Performance wire, fiberoptic cable. You may wonder what all those are doing under the same roof. The Carlisle Company has a decentralized operating model where they make smart acquisitions and then leeway to the management teams. Some call it a mini berkshire hathaway. This is up more than 35 from its january lows. They have a long history of outperforming the market. The stock is nearly double return of the s p 500 in the same period. Most recently, the Companies Reported a blowout quarter at the end of april. Proving once again the tried and true strategy of making acquisitions and then cutting costs is still. Hence why it is still a few bucks off the high. Our next one is one i havent talked about in maybe a half dozen years but regular viewers can recall when i used to all the time. Parker hanifan. Basically if it moves you can find parker and the products in and around it. They also do products for high drawlics. In part to the strong dollar, it gets half the sales from overseas. Also because of weakness in the energy and mining. However, duri