The president s, and maybe the geopolitical tensions and more sanctions against russia. Whatever, the day sure felt ominous. The s p giving up. 48 and the nasdaq dropping half a percent. Giving that the marks have turned treacherous here, whats the game plan . I think we have to raise a little cash to handle this newly punishingen viern am. You know ive been saying dont put new money in. Im tepid here. Many companies are reporting pretty decent numbers and not being rewarded for their efforts like starbucks today. I have to tell you that makes me uncomfortable. For example, next week we hear from cummins, cmi. Its one of americas greatest industrial manufacturers, columbus, indiana. Fantastic. My Charitable Trust which you can follow on Charitable Trust opinion com, but you know what . We took profits this week after caterpillar which has a similar profile got hit when it reported a decent number. I like cummins much more than cap, but i dont like the action that buyers have begun to retreat after trick runs. I think thats because theyre worried about a potential slowdown in europe if the war in ukraine keeps getting hotter. Plus, while weve gotten decent chinese data of late, caterpillar made us feel like the the peoples republic does not have a tailwind for the industrials. That got rough for me and cummins is a great company. I say let cummins tell us if the newfound fears are justified andy woo have to pull the plug on the industrials and that was my favorite group. How about the stocks where the numbers have ceased to matter some were talking about herbalife. The company that Famous Hedge Fund manager bill ackman has called a total fraud, a pyramid scheme that will be shut down by the the govern mentgovernment. And even if herbalife is, and im uncomfortable with him trying to destroy the company in order to make money for investors. I have mow problem if he wants to bash the the stock on air, saying the company is a little troubled and maybe its overval pupped thats not what ackmans doing. Hes literally trying to destroy herbalife, the company, not just the stock and they can wipe out thousands of innocent peoples jobs and also they can turn a profit. I dont know, it doesnt have to be so sanctimonious about it like hes doing us a public service. I think hes presented enough evidence already. See what herbalife has to say when it reports on monday. Lets go back to herbalife being a company and a stock and not just some play thing. Heres an idea, next week, there is a plethora of ipos when we have this many deals coming all at once the market tends to wilt under weight of the additional supply which is exactly what happened this past spring when all of the new issues and secondary offerings caused a nasty selloff. Im fearing too much supply, another reason to be more cautious, however theres one deal thats work participating. The Consumer Financial spinoff from general electric. I think ge upons the buyers of the this ipo to win, the reason . Why i bet they want the deal to be received positively so when it is spun out, there will be natural buyers, and i put in for sink ronny. I will keep you up on the range, because if it comes at the low end of the range thats a real opportunity. Tuesday we hear from ups, what a Great American company. I like the stock, but i want to hear them describe commerce conditions around the world. Ups and fedex are the ultimate transports. Which means theyre the ultimate for both the u. S. And global economy, yet great information on their call and then after the close we get results from two different restaurant chains where i feel theres telegraphing going on, buffalo wild wings, and buffalos stock has been very strong of late and thats a good sign, but paneras just hit a 52week low, and one things for sure in this earnings period, the stocks get doggier when they report and the winners keep winning, and i think thats how these two will go even though im just waiting for panera to bottom like so many others because we like to eat there so much. I say keep waiting. I know, i have a ton of you interested in this twitter, okay . I think this one could be problematic because facebook delivered such a great number just this week. I think that people on twitter should be worried. They should be worried that twitter could suffer bay comparison, frankly i wouldnt mind twitter in the 30s where it is now, and until then, facebook, why do you need twitter. Next up . Is it siv to get back into whole foods or is the composition still reeking havoc with the stock . The action here says wait and see. Believe me, if its a good number, youd rather pay up three afterwards than jump the gun because if its good then its going to stay good as the stock has radically underperformed lately. Yelp also comes after the close on wednesday. I have a new twist on this one and its one of the most volatile stocks out there, theres talk of zillo and the online real estate hub that i pushed that it might be buying its rival trulia next week and i think yelp might be attempting a target, so if yelp gets hit after the quarter id say this was a buying opportunity. Dont be a hero. Again, this isnt facebook. Thursday we hear from exxon. Exxon mobil, it was downgraded today from whole to sell at barclays because of limited upside. I see that kind of downgrade, and i smell disappointment in advance of when they report, and if it gets hammered the whole oil patch does, too. You know i like the independents on any exxonrelated weakness and apache which happens to be reporting on the same day. Theres opportunity. Okay, heres one that im kind of biassed on. We get results from goproon thursday. I think this companys First Quarter just came public. I think it will be very strong. In fact, okay, it would be i wouldnt mind it. Frankly, it would be mindboggling if it werent a great number. This one might be worth a trade going into the quarter. Finally on friday we get two stalwarts, clorox and procter gamble. Both of these are bond market, give lent stocks being that if they go down both have been subpar performers and they can bring out more value, but we have a twist. Friday morning also brings the nonfarm payroll report out and that will control rates and that will determine where Interest Rates go and i think employment is getting stronger in the country and rates should rise although that sure hasnt happened yet, if they dont restructure, you could be disappointed by both and if rates finally go higher, both stocks will get hammered if they fail to deliver so let me give you the bottom line here. Were seeing real weak business in the industrials and a lot of companies that would have been more excited about just a few weeks ago and now the stocks worry us because the marks turn less forgiving as the earnings season drags on. The companies are reporting good numbers in their stocks and now theyre going down and it might simply be a good week to do this, to keep your cnbc bat on your shoulder. Try to get some sink ronny. Im sanctioning speculating in gopro, otherwise, just do a lot more listening, a lot less buying. Why dont we go to marty in florida. Marty . Hey, how are you doing . I would like to get information or your opinion on tks. They have a tightening of the belt situation going on. It looks like it might be worthwhile. Im not craze beretail, ive made that clear and thats been a sector that ive walked archway from, and im also walking away from dicks. The risk reward retail is too hard. My Charitable Trust has the least retail weve ever had. Listen, i like skechers and they sell stuff in Sporting Goods stores. Why dont you buy skechers . Thats a very good story. Lets go to randy in missouri, please. Randy . Hey, jim. Good to talk to you. Same you are the cool in koolaid, ive got to tell you. Really . Wow thank you my question is about u. S. Steel. Theyre going to be reporting next week. Do you think its going to be a good report or rand e ive got two steel stocks i like very much. I like timkin steel and nucor and i do not need to own u. S. Steel. I think timkin steel are Great Companies and remember we saw manage am earlier . I think theyve gotten it together because the quarter they just reported it was a thing of beauty. All right. Its a good week to keep your bat on your shoulders. See if you can get some sink ronny. Its okay to nibble on the gopro only for speculation. On mad money tonight, shares of amazon went through the wood chipper after the retail giant posted a Fourth Quarter. Is it time to cut your losses . Two tech titans enter and only one comes out alive, its intel versus amd cage match. You cant hide behind your keyboards. Im responding to your tweets. Why dont you stick with cramer . Dont miss a second of mad money, follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Dom com or give us a call at 800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Dont just visit new york visit tripadvisor new york with millions of reviews, tripadvisor makes any destination better. Twitter. Television announcer mattress discounters 197 mattress sale 197 mattress sale is ending soon. Bulldog mattress discounters 197 mattress Sale Television announcer right now, you can get a serta mattress, any size, for just 197 each piece when you buy the complete set. Bulldog any size mattress twin, full, queen, or king for one low price and theyll deliver it free. Television announcer the 197 mattress sale. Bulldog oh boy Television Announcer . Is ending soon. Mattress discounters can a stocks trajectory be just plain wrong . Can the markets judgment be too harsh, too severe . Or is it a mistake to be brownsing around fairness and what should happen versus what really does happen kind of like in real life . Lets use two stocks to illuminate the situation. Amazon and starbucks. Both of which were hit and hit hard after reporting last night and even though these companies are doing and saying exactly what theyve always done. First up amazon. Heres a company that spends twin and spends and spends. Last nights quarter was no different. They talked endlessly about how theyre going to invest to create the best worldwide marketplace and in what i regard as an untenable situation, they seemed to thumb their noses at the analysts on the Conference Call even the ones that like them. They were asking such meddling questions kind of like when is the spending going to pay off, gentlemen . I think its a pretty reasonable question since the losses here widened to losses to levels not seen since 2012 and making the payoff from all that spending seem ever more elusive. If i had to sum up the call it would simply be hey, listen, clowns, were going do whatever we want to take over the world and if you dont like how much were going to spend then go take a hike sell, sell, sell, and thats exactly what they did with the an lives finally getting fed up with amazon for not being able to show a profit while theyre busy trying to dominate the world. Yep, some of amazons endless supporters are at last breaking ranks. Theyre turning tail out of exasperation and you know what theyre doing . Theyre going negative and the stock has a 10 decline. I understand how amazons management feels though, whats the point of pleasing these analyst jackals given that the stocks been a tremendous performer for many years, even as amazons management has always seemed to have scant regard for the need to show profits. Still, you know what . I think the markets judgment today was totally fair, if you have contempt for the process then those who run the process are going to have contempt for you. Boo i feel the exact opposite about starbucks. Howard schultz and the company he built play it nothing like their seattle brethren. Seattle has believed in World Domination and profitability. Starbucks have felt they go hand in hand. Starbucks believes in profitable growth for all pga, whether it be new innovations like teavana, better drivethroughs, new kind of natural sodas and better packaged goods and everything is examined through the prisms of growth and profitability and thats how starbucks can have an astounding 7 samestore sales gain in the u. S. And even as the competition seems to be stumble organization falling by the wayside, think dunkin donuts. Thats how they can expand in china. And in a breathless pace. They can still deliver highquality food and provides if and its why i believe the stock selling at 28 times next years earnings with 22 growth is not expensive here. I think it doesnt deserve to be flat, did you know that . Did you know starbucks stock is flat for the year . But it is, and i think todays decline, is a classic buying opportunity created by Portfolio Managers who are too negative and too critical. Schultz is becoming a little like Rodney Dangerfield here. Short term, he gets no respect, yet if you look long term as in a long term chart of the stock youll recognize that each of these pullbacks has been a pab louse buy, buy, buy buying opportunity. Ill bet this time it would be no different. Let me give you the bottom line here. The stocks sword of justice is both swift and often fally. The decline in starbucks stock makes no sense to me and if it goes down further my Charitable Trust, you know what it will do . It will load up the boat. Buy, buy, buy but amazon [ sirens ] is getting exactly what it deserves. Why dont we go to buck in arizona. Buck . Hey, no boos, butta i big that ray from buck in arizona. Thats a philadelphia accent. Thats a philadelphia accent. Youre not from arizona. No, im from virginia, originally, but i live in arizona now. All right. Fair enough. You sound like John Chambers of cisco. High max, i lost over half and i refuse to give up because it looks like it should be going up so im just hanging on. It was a speculative stock and we went, made some money and never looked back and i think at five its too low to sell. Why dont we go to shelly in california. Shelly . Shell . Shelly . Hi. Hi. How are you . Not bad. How about you . Good. Im a philly girl at heart, but i live in l. A. All right. Im a philly guy at heart and i live in summit. I know, and thats why i wanted to let you know. All right. I am really in a tizzy. Thanks to you i bought it at 152, and i also bought facebook for the third time at 68. And made an irrational, unresearched decision to sell facebook at 68. My first loss in four years, and i sold baidu at 185. I am just beside myself with the incredib incredible baidu rally that were having. Youve come to the right place and its not just philadelphia being the right place. Heres the deal. We dont care where the stocks coming from. We care where its going to. By the way, last time i made a mistake, i said i liked j. D. And baidu and i should have added vipshop. I think baidu goes still higher. I think facebook goes still higher and the market is choppy. Youll get a chance. I like, lets go over what i like in china, i like baidu, and chip shot and facebook more than all of the others. Starbucks has declined. Look, it goes down and its an opportunity. It doesnt make a lot of sense to me. Amazon, though, getting exactly what it deserves and theres still more mad money ahead, amd versus intel. See which one is more fit to duke it out and one of the big names is making a big play in the casinos. Im looking out for your chips, plus some of the best stocks are your ideas. Im catching up with your tweets just ahead. Stay with cramer. In a world thats changing faster than ever, we believe outshining the competition tomorrow requires 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. He cadillac summer collection is here. During the cadillac summers best event, lease this all new 2014 cts for around 459 a month or purchase with 0 apr and make this the summer of style. For Publiclytraded Company there are few things worse than a ceo who refuses to acknowledge reality. Even though this business is all about numbers and whether the estimates can be beaten or missed, theres also a squishier, more subjective side to the stock market, and that has to do with credibility. Once a companys management loses its credibility boo then more often than not that stock is going to be a the house of pain until the ceo is fired. Or maybe decides to spend more time with his family and someone new takes the helm. Want an example . Let me tell you the tale of two Semiconductor Companies i, intel and advanced microdevices, amd both of which reported last week. Intel delivered incredible numbers and theyre taking market share in the personal computer business which was in a downward spiral for years was up 6 year over year. Courtesy of the rebound in the pc business that weve seen evidenced from maybe the old tech plays including microsoft, but just a couple of days later, intels direct competitor, amd, reported some truly hideous results. While the earnings and revenue numbers were in line, amds guidance for the next quarter was well below what the analysts were expecting and meanwhile the pc business was down a staggering 20 year over year and even worse than the previous quarter despite the fact that it saw a substantial improvement. Plus one area of growth making chips from video game consoles appears to be peaking much earlier than we thought. After such a terrible quarter you think that amds Conference Call will be lined with apologies and general acknowledgement of, yes, defeat, right . Mea and kull pa are the wo words i want spoken in that case. Nope. Wrong. It didnt happen. In fact, amds audacious Management Team hopped on that call and delivered an Academy Awardwinning performance. Olivier had nothing on these guys they were popping a hyperbell onic bottle of champagne in celebration of, quote, excellent, consistent results and pounding the table on the strength of their business going forward. I could not believe my ears. I uponed a box of qtips. If you want to see what a ceo looks like with credibility, i suggest you read the transcript of amds call. I decided its my job to do it for them. Yep, its time to give amd a little reality check. Im going to go through this laugha believe, comeadic genius of a Conference Call line by line. Yes, a close tksaextall analysi because i dont want you taken the next time the ceo of a company decides to go into denial, not a river in egypt. First amd ceo says we are clearly executing our strategy building a stronger amd Business Model and enhancing our ability to deliver consistent performance. Excuse me . The only thing consistent about amds performance is its underperformance as the company has disappointed in five out of the last incredible earnings repor reports. And he tells us, and i quote, we continue to see Strong Demand for amdpowered consoles and we had record semicustom unit shipments in the last quarter and our peak kworter as microsoft and sony prepare for the holiday cycle, end quote. Sounds positive, right . Its actually incredibly negative. Why . Because almost the whole bookcase for amd rests on the video game console business riding the wave of the ps4 and xbox 1 and they were expecting it not to peak until the Fourth Quarter and now its peaking earlier, in the third quarter. Thats not good. The company also indicated they see a fairly balanced trajectory between the first and second halves of the year and that imprice consoles than many investors were anticipating. Boo in pack, it now looks like the only reason the amd console business accelerated is because the customers were building up inventory to fill the channel and now there is a surplus of chips for the channel and demand is peaking one quarter sooner than we thought. Thats a major blow to amd. Heres another incredibly confounding statement and boy, am i a diplomat to choose network, confounding and this is a quote from reid. We have driven our amd leadership and processing and Graphics Technology into new markets and were currently on track to generate approximately 40 of our revenues from these high Growth Markets from the full year 2014. What he doesnt tell you is the reason the new markets will make up 40 of the companys revenues because its not a good reason. Last year amd said 20 of the revenues will come from nonpc business and yet they finished the year 30 . Why . Because the pc business shrunk so dramatically. Thats negative and not positive. So when retail at 40 nonpc figure the reality is the personal computer be might just be collapsing and thats why you get such a big figure. Sometimes its almost mind blowing like when he says sorry. Its kind of funny. He says weve seen stabilization in our pc business. Stabilization . That business was down 20 . How bad would it have to be for this guy to call it a decline in the the problem for amd that while the overall pc business is improving and thats because of the market where they have little or no basis and theyre in structural decline and theyre hopeful, but still, its true and even in amds real house of lowend pcs theyre losing market share to intel sfp the the expanded number of designs that we have secured in the commercial space which is the strongest performing part of the pc market and end quote. They have little exposure to the market and they have yet to announce wins that will drive volume in a meaningful way. Whats next . Regaining graphics market share remains a priority and were confident that our products go to market programs and design onces and can drive games through the coming quarters. End quote. In this past quarter, intel took share from amd and that trend is likely to continue. That means if it wants to take share, it will be in the basks process or business and thats a margin killer. Im not quiding. Look, im going to town on this. This was a great piece of skin and we remain on track to have custom design winds that will have the transformation throughout the coming years. 13 different times in the Conference Call. They make these sound like absolute game changers, that seems disingenuous to me. These could be on 30 million. Thats a drop the in the amd bucky, frankly. And the numbers dont lie, when you report a terrible quarter and intel delivers a terrific one, direct competitor, dont bother to try to pull the wool over our eyes and all we have to do is line up the numbers next to each other and try to it for themselves which is why it plunged 16 in the single session after the quarter and the 16 actually made sense. So let me give outbottom line. When the earnings fall short and management makes excuses instead of taking responsibility, then you need to seriously examine that company to see whether the alibis have any credibility at all, but when management doesnt bother to offer an alibi and when they act like a terrible quarter was a terrific one as amd did, then theres no reason for you to stick around especially when a direct competitor like intel is doing so well. Amd was up 3 cents and a couple of big days like that and i say thats enough of a move, enough of a bounce to sell, sell, sell. Mike in arizona. Mike . Booyah, jim, and thank you for all of your investing knowledge shared with us home gamers. Thank you, man. Im getting a little tough on the show. Its the way it should be. Whats up . At these levels is it time to start getting back into channel adviser . No. The answer is no, because if we want to be in internet we have our winner and the winner is facebook. Okay . Im all except google, too upon. Dont be fooled by amd, when your direct competitor delivers a good quarter, dont pull the wool over our eyes. Take responsibility and theres time to move on. Theres still more mad money ahead, from the stress test, citigroups failed test isnt pretty. Dont miss my review and sometimes 140 characters just isnt enough, im expanding on some of the best tweets and ben franklin discovered its power with a key and a kite and all you have to do is stay tuned because the lightning round is coming up next. Stick with cramer. Theres a gap out there. Thats keeping you from the healthcare you deserve. At humana, we believe if healthcare changes, if frustration and paperwork decrease. The gap begins to close. So lets simplify things. Lets close the gap between people and care. [ girl ] my mom, she makes underwater fans that are powered by the moon. She can print amazing things, right from her computer. [ whirring ] [ train whistle blows ] she makes trains that are friends with trees. My mom works at ge. My mom works at ge. At every ford dealership, youll find the works its a complete checkup of the services your vehicle needs. So prepare your car for any road trip by taking it to an expert ford technician. Because no matter your destination good maintenance helps you save at the pump. Get our multipoint inspection with a Synthetic Blend Oil change, tire rotation, Brake Inspection and more for 29. 95 or less. Get a complete vehicle checkup only at your ford dealer. For those of you who dont remember, last week i had the honor of hosting a terrific panel at cnbcs delivering alpha conference where i got to hear the bested whys from three of the most respected money managers, leon cooperman, and now im circling the best from the best, melding what i heard with mad money spice thrown in. Last week we started by examining a pair of stocks blessed by lee cooperman, former Goldman Sachs colleague, and supposed to be the the preeminent stock pickers of the era, both of which are worth buying into any weakness although you certainly didnt get that today with either stock. Tonight well do a deep dive into coopermans alpha. A household bank, and a Real Estate Investment trust youve probably never heard of, namely citigroup and gaming and Leisure Properties, and thats glpi for you home gamers and i had to look that up myself before i heard lee talk about it. Lets start with the household name, citigroup. This is a company that spent years lost in the wilderness for ages, citi was perhaps the worst of the major banks. Kind of a ward of the state, consistently delivering messy and frequently awful results and cooperman is a big believer in citigroup and viewers know ive come around to it, too, especially since the company delivered two relatively clean quarters in a row, especially the last one. First of all, the stock is insanely cheap. In pack, its one of the cheapest banks out there and trading. 85 times the tangible book value and when youre trying to look at what the bank is worth, book val sut straightup accounting value of what the company owns and basically what you would get if you lick wi gaited it overnight. They can sometimes trade at two times book. Citi is trading at 15 at its discount. That means the stock is literally worth less than the current value of stays assets and i think thats the definition of cheap. Cooperman thinks citi has a clear path to higher valuation through costcuts and ri kofry and tried trading activity and the continued resolution of stay holdings. This is the socalled bad bank that citi created and cordoned off all of the lousy loans during the financial crisis. We learned that Citi Holdings turned a profit. I was stunned by that, people. Thats huge and now that ceo Michael Corbett who i like very much has righted the shift and settled with the government for sins long before he was charged, the regulators will allow citi to return excess capital to shareholders given much larger dividend and buybacks. That would be a major positive. He sees the bank going to 60 and i have to agree with him, although it would sure help if Interest Rates would go higher. That would accelerate the process and banks need higher rates and cooperman recommended gaming and Leisure Properties and thats the gopi thing and the net lease Real Estate Investment trust focused on you, guessed it, gaming and leisure and the bountiful 6 yield and thats what caught my eye. This was spun off from Penn National gaming and the book of the business comes from owning the real estate under Penn Nationals gaming facilities and leasing the space back to emthis. What makes the stock so attractive and he just gets this stuff. First of all, he thinks gaming and leisure property will execute on a large number of acquisitions. Second, manage am has outright stated they planted double the dividend and it has such a massive yield and definitely believable because the payout is plenty safe. Last, but not least, like his favorite ideas, the lpi is darn cheap. Lets start with the acquisitions and the whole reason it was spun off last year was because of two deals. They could buy outright and thats when they buy the real estate and lease it back to the current owner. Cooperman thinks, are you ready for this . Their 40 billion of potential deals here and theyre the first reit to own cass inos and these deals should be added to earnings since it was a Real Estate Investment trust and it can borrow money than any casino wood. Even though its growing earnings, its trading at 17 discount. I dont know. Seems outrageous and also there are catalysts and first were hearing chatter that it might buy isle of capri, something that can boost by 10 . Second, its in the process of acquiring the meadows racetrack and casino near pittsburgh. Keeperman thinks we should get more details on this in the future and third caveat, and this is coopermans investment ideas. He was not recommending it as a trade going into the quarter. If you like it do some homework over the weekend and if we get another market wide selloff on monday, you might consider buying copi on a weakness. Keep your battle in the shoulder and wait for a good entry point after the quarter. 45 bucks and 29 premium to where its currently traded and if the management doubles the dividend, and it should double too, that will take a while. Leon cooperman recommended citigroup and gaming and leisure last week. I have to tell you, i agree with boeing. Two cheap stocks that have plenty of cat lives in front of them and perhaps more important in the a market this high, not a lot of expectations. Go into them. Mad money is back after the break. Expectations. Go into them. Mad money is back after the break. Lot of expectations. Go into them. Mad money is back after the break. It is time it is time for the lightning round on cramers mad money, and it is rapidfire calls. [ indiscernible ] play until we hear this sound and then the lightning round over. Are you ready, skeedaddy . Lets start with tom in new jersey. Tom booyah, jim booyah, chief. Im a longtime viewer and subscriber. Thank you. I love your thoughts and appreciate your wisdom. Thank you, for stepping up and working overtime there. Whats up . Thanks for taking my call. Many moons ago i bought wft, and now if it can come back and still have some legs, what do you think . Remember i recommended it so long ago and there was an accounting problem and now theyre back and doing a lot of things right. The group has gotten soggy and this one is at its high. I say cut it in half. Now were going to janet in technology. Janet . Hi, cramer. Whats up . I was checking with you on true canyon. I bought it back on the 18th and it was doing pretty well there for a while and mostly this week i noticed it really go down a lot, and i was wondering your opinion on the stock . These ipos are struggling here. There are more deals coming. I would be careful. Thats pet insurance and i dont want to be in that business right now. Lets go to betty in georgia. Betty . Hi, jim. Hi, betty. My question relates to medtronic who just acquired providian . Yes. Do you think this is due to just medtronic getting some tax relief from our government . No, because weve liked covidian more than medtronic. However, st. Jude med is in that single category and i need to go to matt in virginia. Matt . Mr. Cramer, absolutely love the show. Rough couple of days for old republic international, ori. What do you think . You know what . I like that yield and long term i like the company and the business has gotten harder and they missed the quarter, but you know what . If you want to take pain between now and the next quarter i think youll be okay. Not a great recommendation, but they did miss quarter. Lets go to tommy in maryland, tommy . Booyah, jim, tommy here. How are you . Great, great, my question is about right aid and with the change in the, kr fo bringing in the guy, what do you think . Look, i still very much believe in right aid. I have to tell you that i understand that its been going, along, its churning right now and it had a very big move. I want to stay long rite aid. Im not telling you it will go right back tonight and i think its churning and that is okay. How about dennis in new york . Dennis . How are you, jim. All right. How are you . All right. I would like to know your opinion on this high dividend stock pstc. Prospect capital. No, i dont understand, i think anything can be sustained, any yield can be sustained, but longer term i dont know how that stock im concerned. I think that that yield that high is in a low raten viern am, a red flag and that, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by t. D. Ameritrade. Lets take a look, lets see how its doing. What do you think . Too much information. This morning i ordered a tru fit smart dog harness, with Quick Release buckle, large, black. You dont believe me . I ordered the kirgo harness and im doing it so i can can attach the gopro harness so i can see through the eyes of bert and everest, a pug and a mutt. I want to know what theyre seeing. Did you have anything behind me like the dog pictures . Did you really run that . Bug and everest will make a tremendous movie together. Bug and everest. I am sorry that i am having a good time doing the show. It told him what was happening on the Trading Floor in real time. The shell brought him great fame. But then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their Trading Platform. So the magic shell went back to being a. Shell. Get live squawks right in your Trading Platform with thinkorswim from td ameritrade. Get live squawks right in your Trading Platform your studied day and night for her drivers test. Secretly inside, you hoped she wouldnt pass. The thought of your baby girl driving around all by herself was. You just werent ready. But she did pass. cause shes your baby girl. And now youre proud. A bundle of nerves proud. But proud. Get a discount when you add a newlylicensed teen to your Liberty Mutual insurance policy. Call to learn about our whole range of life event discounts. Newlywed discount. New College Graduate and retiree discounts. You could even get a discount when you add a car. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. Before we get to your tweets, its time to catch up on some homework. Back on july 14, jay in North Carolina called in about builders first source, thats bldr. I said id get back to him. This is the supplier ask manufacturer of related Building Products for Residential Construction operating mainly in the southern and eastern united states. Builders first source plunged 9 on the disappointing quarter. Im not willing to give this one my blessings after the spotty housing numbers weve gotten of late. Another one like the industrials, just got a little too tough and next up on june 12th, joe in wisconsin, i told him to take a close look and it is a Timing Development stage Biopharma Company working on a pipeline of informational and neurological drug candidates. The strucks been very volatile and the fda approved the companys first drug and another interocular lens replacement procedures. Omaris has a knew knee surgery in phase three, and it might be treating schizophrenia. It has many orphan drug opportunities that could attract larger pharma or biotech farmers looking at partners. I think omaris has a lot going for it, but remember, this is speculative, actually its super speculative and that means you can only buy it in limit orders and dont own this one if youre not willing to risk losing serious money. Im telling you, this is zero sum. You will make a lot or lose a lot. Why dont we get to the tweets. Why dont we start with a tweet from hoya eagle and time to dump dunkin brands. I am with you. I am totally all in starbucks and as it goes down, will sell your dunkin and buy starbucks. Starbucks did great numbers and dunkin didnt. Its about the numbers. Our next tweet comes the grant sellers. Took my managed ira which was making 200 per year in my own hands which i can sometimes make 200 per day. I love ivas and youre not just given a list of funds put together by hr that you really dont want. Iras rock. And mine which is monsanto, and it looks undervalued to me jimcramer. And that whole complex is coming down and thats because the ag complex has come down. Take a look at deere and dupont. Watch and hear what agco says and if it says things will get better and maybe take a look at mine and right now its in a downtrend and up next, a tweet from surreptitious, underscore, me at best buy. Amazon, buy now before the the Holiday Season and i didnt like what i heard from amazon yesterday, and amazon sounds like a tiger with a thorn in s paw. Dont ever get near that. Okay. This means best buy. Im not going there. At invest sarasota tweet, hey, jimcramer and appreciate the pe break down on cnbc yesterday, and facebook is inexpensive and the fact that it did not get hit on a. 5 day for the s p and i think that says something. Next at debrock 19, cramer q. Im a Young Investor looking for a great mutual fund, and i always suggest to people that i always have on say, one of my kids are in fidelity con shahfund and i cant tell you its in one thing and not have it in the other. Jim, would you recommend agnc and its 11 yield for the dividend play . Ive been speaking with the notion that when you have an outside yield like that thats a red flag and im not going touch it. Next, zillo, shares are up a staggering 50 and should have listened to jim cramer. No, should have iis listened to spencer radkof and thats the end of the tweet section of mad money. As well as they do insurance, our bank is through. Good point. Grab an edge. Look theres two guys on the state farm borrow Better Banking sign. Nope for real theres two dudes on the state farm borrow Better Banking sign. [ reporter ] breaking news from the state farm borrow Better Banking sign. Were seeing two men that have climbed the borrow Better Banking sign gentlemen please get down from the state farm borrow Better Banking sign. Phil get the hose. Okay hes getting the hose. Alright, lets go. [ male announcer ] talk to a state farm agent about car loans that can save you hundreds. Thats borrowing better. About car loans that can save you hundreds. 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Continuing with a theme here now, two weeks ago i said retail had gotten too hard. When i say got too hard theres too much risk here and dont forget theres giant amounts of supplies with the ipos. These are worrisome things. Dont commit new capital until the market comes down. Thats been my theme and im thats been my theme and im sticking all across this country, people took the pepsi challenge. In tests like these nationwide, more people prefer pepsi over cocacola. Pepsi. Its pepsi taste that winning taste an American Icon in a battle of the titans. Is coke a dirty word around here . Its poison. [ laughs ] an outspoken leader. Can you believe this . Of a corporate empire. Not just pepsi its pepsico. 19 different billiondollar brands and more than 3,000 products fritolay, quaker oats, tropicana, gatorade millions of snacks, sodas, and foods consumeer