Line for q2 and the second half of last year was the strongest since 2003 and europe is trading much better than the nikkei would have suggested. Our roadmap begins with the market. Stocks are set to open in the green this morning after the major indices fell more than 1 in trading yesterday. The good gdp number helping sentiment after the economy grew as we said by 3. 2 . Speaking of green, shares of facebook are soaring after sales and profit topped estimates thanks to a major increase in mobile ads. Profit for the year totaled 1. 5 billion compared to 53 million in 2012 and what a difference two years makes. Google is selling motorola to lenovo for just under 3 billion. Just a couple years after buying the company for about 12. 5 billion. But well begin with the markets. Futures are pointing to a higher open after yesterdays selloff on the gdp reports and claims and the economy is growing 3. 2 in the last quarter shrugging off the effects of the Government Shutdown and the debt standoff. Claims are up more than expected increasing by 19,000 to 348,000. Just broadly, jim, this is one of those mornings like the game shows with the dollar bills that are flying around, i mean, the earnings you take what you can get. Yeah. Im going to Say Something just to give you the to typify the morning, okay . Facebook is very inexpensive. Even with some of these price target increases that were seeing . This stock sells at just a little bit more than a market mobile that i would expect on 2016 numbers. You know, im on the call. We all come home. You come home after you do whatever youre doing and i say, okay, i got to listen to the facebook call and i figure it will take me, like, 20 minutes because im a pretty good no. One hour. Im going over everything and zuckerberg hes thinking about these, hes firing on cylinders that are just, like, i wish i could keep up with his thinking. This is a this is a juggernaut. I have never seen a company with greater operating leverage in my career lets back up on this. 31 cents beats by 4 cents. Revenue is better than expected up 63 . Ad revenue up 76 . Unbelievable and now mobile, jim, you know, its funny were old enough to remember when mobile was zero at this company and its now more than half of its revenue. When the company went public we decided they were idiots and didnt know mobile and they couldnt monetize it. The shoppers like it. The marketers want to be in it and the consumer packaged goods want to be in it, well orchestrated beautiful call. 6 billion likes on an average daily. I mean, i could highlight. 750 million every day. This is radio, tv, and newspapers. Its funny you mention that. Cheryl sandburg on the call talking about an ad from cocacola one of their polar bear ads in which they found the roi, the return on investment, was higher than it would have been and was on television. Right. And theyre talking about new businesses being 81 investment. You give them a dollar and you get eight times that. One of the best lines on this thing was this it was inis gram, how much people love instagram. Remember when people said they were leaving facebook and people were getting tired of it which is obviously not since you have 750 Million People want the darn thing every day, but instagrams doing great. And their monetizing instagram. This was my favorite line on the whole thing was people love our ads. They can you imagine . I mean, can you imagine anyone in the business saying maybe i like that last ad for coleman and duracell, people love their ads speaking of that and different platforms like instagram, Mark Zuckerbergs on the cover of business week this week, the headline is facebook hits puberty. And hes asked about a bunch of different issues. Heres one quote we just think that there are all these different ways that people want to share and that compressing them into a single blue app is not the right format of the future. In other words, business week ads the future of facebook may not rest entirely on facebook itself. Well, i think that they have so much data, so much mining, and well talk about starbucks being in a similar situation. Facebook can be anything it wants because it has 1. 23 billion people and, by the way, remember when we used to think maybe they werent active. I mean, the numbers here, the number of people, 63 year over year. You know, one of the things when youre running a business your biggest fear is that your expenses, your hiring, your physical plant, will overwhelm your revenues. The revenues are so overwhelming the expenses and theyre hiring like mad. They can be what they want. The market cap, jim, in the premarket is up 26 billion. Well, i hope so. Thats threequarter of twitters entire market cap. So, when is it getting expensive and these price targets now 70 bucks at janis, 67 bucks. My friend jordan rohan selling 30 times 2016 earnings and the Fastest Growing major cap company, why shouldnt it be selling at 40 or 45 times that number . I cant really pin down now, i cant pin down what it could be worth. Because im going personal messaging, they havent monetized that yet. The average return for the news feed is so amazing. One of the reasons why a stock goes up three and then four and then six and then nine over as it goes is people going down the lines and they are realizing they havent monetized this yet, they havent monetized that yet. I read this great biography David Sarnoff he invented tv and he didnt get his due, rca, but there was this moment where he was, like, showing people what a tv could do and they are, what, are you kidding me . I mean, facebook when they first, you know, came out mobile it was, like, let me show you what we can do. Are you kidding me . Its better on mobile than anything. Twitter is, too. Yeah. But this is an awesome quarter. Were going to talk a lot more about it today, of course. On to the deal of the morning google if you havent heard by now is selling its Motorola Mobility unit to lenovo for 2. 9 billion and two years after they bought the unit the fourth largest ever acquisition by a chinabased company. They originally bought it for 12. 4 billion and as we joked this morning lenovo bought ibms lowend server business so if you have anything youre not using anymore, maybe theyll take it off your hands. Your best tweet, maybe some old sweaters. People say why google . Obviously knuckleheads. First of all they did get 15,000 patents. Second they havent offloaded the motorola Home Business for 2. 4 billion and third, one of the people love they love Gross Margins, Gross Margins and thats the most important number, they go up, from 37 to 42 which is why this stock is soaring. You get rid of a of an abscess, youre worth more. They, of course, report tonight. Yes. We know the nest deal just reported the other day. And coincidentally you had honeywells dave cody on the show. Mr. Thermostat. Last night who actually had some thoughts on how much google spent on nest. Take a listen. I want to know whether you think given the technology of your thermostats whether you had a laugh, a chuckle, when google bought nest when it seems like that your that you can speak right to your climate control. My comment was that that multiple they can have honeywell. Ill follow the whole thing. Maybe the line of the show last night. I dont know how much google will go up if they bought honeywell, but i got to tell you, they would blow through the 1,600 price target of mine. This is remarkable. Nest is a cool product from frank blake on home depot, its the best seller they have. But the honeywell thermostats you can say, hey, man, its too hot in here and it lowers the thing. You get to wave at the nest fire, you know, the smoke detectors. Yes. But google can do no wrong right now. Google and facebook. These are social mobile cloud. We are at an Inflection Point where everyones trying to figure out, what do i do . Its kind of the Inflection Point. I remember when intell came up with the 286 there were people who were saying, well, you know what, its so much more powerful than an ibm, youre never going to be able to charge 1 million for a mainframe, billions of dollars wiped out from ibm and noyce who is a brilliant man who founded intel, see this, were not going to charge a million for it well charge a couple hundred bucks and its more powerful than the mainframe and that was the end. You say they can do no wrong, but they are in some retreat here, are they not, as part of this deal . Is this not a Lesson Learned in hardware . They didnt like hardware. They got out of hardware. They got some patents. Look, lets go back to what cody said, theres an absurdity here, all right . Which is that they overpay for things but they have a lot of capital and lets talk about whos not overpaying for things and what stagnation that stock has. Apple. See, apple is keeping its cash flow. They make a lot of small acquisitions, they really kind of pride themselves in not making big acquisitions and google makes big acquisitions and people like that and this is because people like growth. I continue to be if apple were to go out right now and pay, i dont know, 400 for netflix people would say, now they got mobile, theyve got social, one of the things that people apples going to hate that i said that. Look, apple, im sorry, i like apple. My Charitable Trust owns it. But google is willing to experiment and buy google glass ive been recommending a little stock called himax because they own a percentage of that. But i come back and say the companies that are in moshl to take over social, mobile and cloud. And mark bennieoff taught me this from salesforce. Com its the land grab, the 49ers who are not in the super bowl but they are certainly the right orientation, the original gold min miners. Google does not have a great record of beating on earnings, actual consensus estimate. My Charitable Trust owns google and you have to be nervous going into googles quarter because we remember it was only, what, five quarters ago they released at midday and it was supposed to be at the end of the day and i was at a steel factory and i thought i liked steel business better than social, mobile, and cloud, but they recovered. Theres a lot on the yahoo call who says were getting good resumes, too this has to be the smartest people in the world not getting jobs at google and facebook. I know the number six guy at facebook, you got to be top of your class. Sure. And by the way, its not at stanford, its top of their class everywhere. Like twitter. If they can get someone with a 4. 4 from Michigan State theyll jump the queue and take him over a 4. 2 at stanford. They are brainiacs. They are brainiacs. Youre right. Youre absolutely right. Kind of like you. No. I would never get a job i got a job at goldman, thats where people went, ill go to goldman. Ill take paper and push it over here. Sounds like wolf of wall street. When we come back a world of earnings from exxon to under armour. And fabers live interview with Time Warner Cables new ceo robert marcus. Well hear about charters efforts to buy his company. Take one more look at futures. Weve not even begun to scratch the surface of 3m, u. P. S. Viacom, whirlpool, you name it. Whirlpool was fabulous. A lot more squawk on the street from the nyse in a moment. Buy a trombone chair we do . I took the trash out. I know. And thank you so much for that. I think we should get a Medicare Supplement insurance plan. Right now . [ male announcer ] whether youre new to medicare or not, you may know it only covers about 80 of your part b medical expenses. Its up to you to pay the difference. So think about an aarp Medicare Supplement insurance plan, insured by unitedhealthcare insurance company. Like all standardized Medicare Supplement insurance plans, they help cover some of what medicare doesnt pay and could really save you in outofpocket medical costs. Call now. With a Medicare Supplement plan, youll be able to stay with your doctor. Oh, you know, i love that guy. Mmhmm. [ male announcer ] these types of plans let you visit any doctor or hospital that accepts medicare patients. And there are no networks. You do your pushups today . Prepare to be amazed. [ male announcer ] dont wait. Call today to request your free decision guide and find the aarp Medicare Supplement plan to go the distance with you. Go long. Several big earnings to get through this morning, first up exxonmobil a little bit shy of estimates. You were just looking for some production targets. It wasnt so good. This is a company that the last quarter really had good Production Growth and im looking for the Production Growth. Theres a couple of theres two Big Companies in the dow that spiked because not because of earnings but because of a buyer. And thats Warren Buffett. A lot of people bought exxon 1998 and 1999 and they said, hold it, Warren Buffett must know. Thats not the way he does it. They looks for longterm value and they obviously believe it but the production decreased 1. 8 from the Fourth Quarter of 2012. Thats not what you are looking for. Lets put it this way, we have all these Growth Companies in the panoply and companies that pay good dividends they dont pay that good dividends and they dont have that much growth, its got nothing cooking. Does buffett with exxon and ibm, does it make you scratch your head or not . Hes a big believer in buybacks and the buyback in exxon has been an amazing buyback in many years. I used to regard it as a bank, someone comes in here every day. And that continues. But he wants Different Things from the market than many of us. I want visa growth, i want google growth. I dont want exxon stability. And one company that had earnings is underrmer, 59 cents beat by six cents this is a new high up 9 in the premarket. Big new contracts at the likes of notre dame. I wanted to talk about where we should go. I wanted to mention on underarmor, kevin plank the ceo was on mad money and i talk about this in get rich carefully this is a Technology Company that happens to be in the apparel business. Theyre offering technology, you know, what keaeps you warm in te cold and you dont sweat. Kevin cline said he is the sweatiest man and thats driving him ever since. He creates this company thats 10 billion. Hes taking on nike and right now you could argue hes got the momentum and nike, my Charitable Trust owns it, good company. Time warner cable beats by nine cents. Well talk to rob marcus. Fabers got him in the 11 00 a. M. Hour of this program. They did lose 217,000 video subs. Other companies, our own parent, managed to get some of those players back. Yeah. This industry is in flux. But, look, we work for comcast, but, you know, comcast if i didnt work for comcast, i would have spent a lot more time talking about comcast because it was so good and people say, cramer, you are trying to curry favor in philadelphia. If i want to do that i will say that chip kelly could be in the super bowl next year, thats how you curry favor with philadelphia. Whirlpool is looking to curry favor with best buy, beats by six cents and north american revenue up nine. They moved to some highermargin products, up, and they see five to seven in north america this year, jim. They are taking the other side of all of this, we hear about the housing business. My favorite line in the whirlpool release was latin america. They got a big business in latin america, and everyone thought they should close, and Fourth Quarter sales 1. 4 billion compared to 1. 3 billion and 8 increase, i thought that latin america i thought it was disappearing. I dont know. Maybe its disappearing but they got a lot of clean clothes. A spin cycle down there to beat the band. Two names that may not be moving big in the premarket visa beats by four cents and payment volume up 11 and 3m stayed and boring as it is meets at 162, organic local currency up 34. I know the stock doesnt have the momentum, its 3m but it has a huge asian business and you compare that with corning which reported the other day and 3m is doing so much in safety and not just what i regard as being their glass business so to speak. 3m is doing a lot of stuff organic products once again really taking stealing the show. Visa last quarter people didnt like. And visas a very competitive company. They put up fantastic numbers. Unlike apple they were buying back stock hand over fist at a lower price. This is, remember, secular owther to plastic, i like visa at 225 its cheap. And being economic bellwether both affirming for 2014 alternative. Im putting that as one of my as in the dow ive got ten as, only one d which is ibm. Interesting. Yeah. When we come back, cramers mad dash as we count down to the opening bell. Also ahead jerry, once again everyones doritos have mysteriously disappeared from the break room. Now, i realize this is a workplace and i dont want to sound like im accusing you. How dare you. That hurts, steve right here. Doritos ads vying for airtime during the super bowl and thats not all, john elway speaking up about the super bowl and the Denver Broncos making his way on to the floor here at the New York Stock Exchange. Paul allen is here. Woody johnson, john tisch. Were going to talk to as many of them as we can as some of the players from this weekends big game ring the opening bell in just a few moments. Take a look at futures. We look to open up triple digits. Were back in a moment. Weve got the time weve got to while a body in motion tends to stay in motion. Staying active can actually ease arthritis symptoms. But if you have arthritis, staying active can be difficult. Prescription celebrex can help relieve arthritis pain so your body can stay in motion. Because just one 200mg celebrex a day can provide 24 hour relief for many with arthritis pain and inflammation. Plus, in c