Yes, they have become much, much harder to find. So with that in mind what is your game plan for next week. First, burger king reports on monday morning. Are there really burger wars going on. Mcdonalds losing shares. Is burger king having mcdonalds its way . You know something . I dont care about burger king itself. I know something is wrong at mcdonalds, its had many tough months. Ill be listening close totality burger king Conference Call to find out if burger king is the reason that mcdonalds is doing so badly . Is there still ab apple halo after apple reported a despised number last night. Someone twitter jim cramer asked if it is time to buy sirrus logic . I wanted to wring the guys neck. The time to buy apple was 235 points ago. And this is what apple has in the pipe. We dent hear it from apple last night. They never mentioned apples name. Part of the deal. Tomorrow we hear from allergan. It has successfully extended the botox franchise to a host of other uses. The stock is up only 4 , a poofr performer this year. Bladder and migraine drugs i think will have a huge2013. And ford on tuesday, the earnings have been so bad. We heard about a big restructuring from ford yesterday. Taking up the costs in europe, very immediate. And greeted positively. I think its necessary. For every step that ford takes here, it takes one step backward in europe and a half step back in latin america. The down side quantified from europe. And now the down side from south america. And the stock, does have a chance to break out above lets say 11 over the course between here and the end of the year. Sirius also reports on tuesday. Are they done now . Are they going to steal it and cant upside . Will this be mels last Conference Call . Mel is headed into the sunset, after being told are you nothing special. Come on the show, mel, lets talk. I dont want to buy it, not without mel. Wednesday morning, we get clorox. The ceo, the pattern, run up in the quarter and a selloff, disappointing slow growth results. Will it be the same this time . I think it will. Take profits on these days, and if you arent concerned about shortterm tax considerations, buy clorox on wednesday when everyone else kicks it out. Then there is excelon and i wouldnt normally listen to a utility. Hey, its fine. Not so much too learn. This one is huge. This is the commonwealth. And only a 6 yield. Much higher than almost every other utility. I want to know what the heck is wrong here or if i should get behind the stock. The other utilities have really run. Wow, here is a controversial one. Gm stock has been climbing, not today, but i think its in part because of the chinese cold war with japan. The chinese are staying away from japanese cars, especially toyota, i want to know if they are buying gm cars, could get the stock moving. In china. This is really this is maybe the most right now. Obama romney stock away from the business and obamas people, made it clear they wont sell the remaining stake in gm. Tim massen said the same thing, and the disposal agent. Romneys camp indicated they will take gm immediately. They will sell that stock, so thats a pretty by near situation. You will get results from ralph lauren. Will they be the next company that we thought was doing well and europe slowed . The stock went down 13 points, but that wont be enough. Anything negative at all on the call, ralph lauren trades hard, up and down on very little volume. Please be careful. There are huge numbers reporting, Companies Reporting on thursday, including exon. I think that will be just fine, by the way. I want to hear from little chart industries, the company as an important recommendation, and key to our nations attempt to harness natural gas. Its a huge cost control for the whole conversion. Well be on it. Kellogg is a trade and there was a time when kellogg was consistent, consistent, consistent. I think you want to own the stock going into the number and the company is taking off with restructuring, beginning grow again. They are an antifiscal cliff stock if there ever were one. Then chesapeake energy. Remember, we talked to the ceo, aubrey mcclenden at the utica shale in ohio . I am a judge of mr. Mcclenden. The moest confidence i heard hi in multiple years. Why . They have raised enough cash, and it can grow production by almost 20 . The newer con serbtive chesapeake. I think there will be more deals to announce to come in this quarter. I would be a buyer of kellogg on wednesday, but also of chesapeake on wednesday. I think those trades will work. Friday morning, jim beam, beef. And our favorite is biago. And i care more about what beam has to say about the industry growth. Beam says there is no slowdown, pick up biago, take some. Last, but not least. Chevron. This company preannounced numbers that nobody is too crazy, but they are far too often undervalued. If its down going into the quarter and oil is strong the day before or we get a tight inventory number wednesday, pick up chevron. There might be a deep in the money call option. Beyond earnings on friday, oh, boy, here is controversy. October nonfarm payroll report, remember, the thing under 8 , big hooplah. Dont known there is a more important payroll result. These numbers have become a firestorm of controversy. And i think anything which shows a further pickup in hiring would be greeted with a level of partisan skepticism that will indeed blunt the good news. Here is what you need to know. A good number and you actually think that obama is bad for the stock market. Putting out there, okay . You might get a chance to set up a short into the opening, in other words, sell stocks into the opening. Me . Call me pro prosaic. I want to hear the markets are coming back. And here is the bottom line. As we move forward, dont lettet lousy action of the last week frighten you. There are still worthwhile opportunities out there treats, just harder to find and it takes a little more effort to identify them. Tricks, but thats effort well spent, and i promise you we can do it together. I want to start with lucy in my home state of new jersey. Lucy. Caller hi, jim. Thanks for taking my question. Im calling about deckers outdoor. Deckers has been down 75 , the stock, from a year ago, the revenues are down 9 . The outlook looks bleak. Can they reinvent themselves . There were still analysts recommending the stock going into today and they downgraded it. Its very clear the company lost control of its destiny, particularly costs going the wrong way. Price going the wrong way. Deckers, you got to let it settle. People are trying to get out. Dont attempt to be in it. Adam in minnesota, adam. Caller booyah, jim, from minnesota. Booyah. Caller im a 26yearold investor. I had my eye on brad com for a while. Whats a goodent tro enentr ent the stock . I own broadcom. And i think its ridiculously cheap. Enough is enough. Apple and samsung supplier. Every base covered. You should be a buyer, stop pondering, pull the trigger. And, remember, dont fumble. Lets go to mitt in texas. Caller jim, thanks for the mad money. No problem. Caller listen and you make me do my homework. Good. Thats what i want. Caller with housing Getting Better and frankenstorm coming, is low a buy here . When everybody everyones about a storm, it either doesnt storm or doesnt matter as much. I like look, i dont want anyone to be hurt, but i want to tell you that i think we sold home depot for the Charitable Trust because of all of this chatter and if it doesnt happen, home depot will drop and lowes will drop even harder. Has it been rough going this earnings season . Oh, man, has it ever. The house of pain. Does that mean we cant find winners out there . I gave you a couple. Im sticking by them. Coming up, chip check. The tight times in tech continued when avnet reported a drastic drop in revenue. After promises of cost cutting, could things turn around for the supermarket of tech . Cramer finds out when he talks to the ceo. And, later, tide turning . Prokter gamble from lagging to leading, as the brand refocused its efforts. Is there still some bounce left in the stock . Cramer says there could be more gains right ahead, all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Bob. Oh, hey alex. Just picking up some, brochures, posters copies of my acceptance speech. Great its always good to have a backup plan, in case i get hit by a meteor. Wow, your hair looks great. Didnt realize they did photoshop here. Hey, good call on those mugs. Cant let em see what youre drinking. You know, im glad were both running a nice, clean race. No need to get nasty. Heres your honk if you had an affair with taylor yard sign. Looks good. [ male announcer ] fedex office. Now banners. You sure wouldnt know it from the action lately. Where we are in the year right now this used to be the season for owning tech stocks. Every autumn, tech would outperform the rest of the market, virtually without fail. As all Things Technology rallied close to the holidays, the Corporate Technology budget flush this year, not happening at all. Tech has been getting slaughtered. Is this a temporary problem or something more permanent, more persistent happening out there . Perhaps being caused by the decline of the desk top . The whole tech sector needs a checkup. No better place than avnet. Avnet is the ultimate thermometer around. This company i like to call the biggest supermarket of tech on earth. The distributor of Electronic Components and one of the largest distributors of hardware. And they preannounced on the downside, the stock just got obliterated. More important, a powerful sign of techs weakness, and today, the company reported, and avnet missed earnings estimates by a penny, they came in light, 8. 7 year over year. And avnets guidance, better than most people expecting. What worries me, avnets weakness didnt come from europe, it didnt come from china, where many people are worried about the slowdown. The killer region was the americas. Revenues down 14 , sequentially and year over year, ouch now after they are taking out the trades, and i dont know how much lower it can really go. Thats why we have to take a closer look at whats happening. Lets talk to rick amata, the president and ceo of avnet, to find out whats ahead for the company specifically and tech in general. Welcome. Thank you, jim. Glad to be back. Rick, your Conference Call depressed me, because you guys are straight shooters. Wasnt like you said we had a great quarter, you point blank said, due to significant decline in revenue late in the quarter, both operating groups, key financial metrics came in well below expectations. Explain to us how that could happen . Jim, it was a combination of three factors, in order, first of all, the missing revenue. With less revenue, you have less growth. And second was you talked about it in the intro. The western regions, higher margin, higher calorie business overall. The business centralized in the west, a double whammy and gee dwrafic mix shift. Stronger in the east. Components business in asia had stronger sweshl grow eer sequen it exasser baited the shift from the west and all three contributed to the disappointing bottomline. When i heard about the bottom line, wow, the housing economy strong, auto economy strong, but we have worries about the gridlock in washington. How much of the sudden decline in americas is related to washington . Well, jim, i wish i could give you an exact bead on that. I will tell you, we saw it in both of our businesses, which is unusual, components and computers. In components, we saw deterioration through the quarter. July year on year, one picture, august looked worse and september looked worse. Deterioration through the quarter, very surprising for us. After the june quarter, we thought we had seen a reset, signs of stabilization. It was deterioration through september, and we went through the disappointing last two weeks, when there is usually a big rush to spend the quarterend budget. You invoked on the Conference Call, 20082009. I thought we put those bad days behind us, but it did make me feel like maybe im being too optimistic. Yeah, jim. 0809, different for a couple of key reasons. A lot of the concern were driven around the liquidity crisis. Now, a more general macro situation. We think its demand related to the cautious tone. Do i really have to spend this right now . Can i put this off a little bit longer. And im seeing a prioritization for projects with shortterm paybacks and somebody can point their finger, this will save us x a. Dollars, and the longer term or strategic projects, they can perhaps be delayed a bit. We will wait to see what happens, key questions on the agenda. How much of this is actual, not one off, not cyclical, but secular . You arent the guy to go buy pcs, how much is the decline involved of the personal computer. For us, a little bit of an impact due to the fact that we participate in some aspects of your business in the supply chain, and thats really overall, a very small part of our business, more in the 10 range. Think about it overall, whether its clients are desk tops, mobile, tablets, more smartphones, the more devices that get created, the more demand there is for infrastructure to provide software as a service, cloud platform, inhouse Data Center Services or for that matter, thinking about how it extends throughout the ecosystem to provide all of the local all of the local communications and telecom that has to go in. All of the proliferation of mobility twices creates more demabds for infrastructure, good on both sides of the business. If thats the case, and its a secular growth story, in 2013, you said this isnt going to be a total washout. 7 1 2 times earnings, we will buy what market wants to sell us . Yeah, jim. We havent made a call in 2013. As you referenced, we came out with what we thought was more muted outlook for the december quarter. Lower than the normal guidance, but apparently some people were presently surprised. I tell you, we have on our buyback, total authorization of 7. 50, through the end of the september quarter, 456 million, since october 1st, another 60 million, and an active participant. At these levels as we do our own valuation, on an intrinsic valuation basis, were a good investment, and capital, new a m a, well take the opportunity to do so, and were active with the program. Very right when you come into buy. Thank you for the information, rick hamada, thank you for coming on mad money. Thank you, jim. Appreciate it. Honest company, tells the truth, doesnt congratulate itself, doesnt do back patting. But also speaks loudly and buys with a big stick. And i feel that risk is taken out of the stock of avnet, avt. Stay with cramer. Coming up, tide turning . Proctor gamble from lagging to leading as the maker refocused its efforts. After a recent breakout, is there still some bounce left in the stock . Cramer tells if you there could be more gains, straight ahead. And later, double standard . Both tech giants revealed results that fell short of expectations, but why is amazon stock surging while apple falls flat . Cramers pulling back the curtain on todays action. All coming up on mad money. [ female announcer ] the next generation of investing technology is now within your grasp with the etrade 360 investing dashboard. Etrade 360 is the worlds first investing homepage that shows you where all your investments are and what theyre doing with free streaming quotes, news, analysis and even your trade ticket. Everything exactly the way you want it, all on one page. Transform your investing with the etrade 360 investing dashboard. To compete on the global stage. What we need are people prepared for the careers of our new economy. By 2025 we could have 20 million jobs without enough College Graduates to fill them. Thats why at devry university, were teaming up with Companies Like cisco to help make sure everyones ready with the know how we need for a new tomorrow. [ male announcer ] make sure americas ready. Make sure youre ready. At devry. Edu knowhow. Listen to me. In this game, nothing more important than flexibility. When the fax abocts about a sto change, you have to change your mind with them. You could get blown away. Easy to talk about being flexible in theory, in practice, it means doing something very difficult. Admitting when you are wrong. Usually when you make a mistake, your first instinct is to dig in your heels and deny it. But denial can be leathelthal i investing business. But doing it quickly could reward you. Take Proctor Gamble. When you manage money, flipflopping is a virtue, not a vice. Sometimes we make mistakes. We blame the wrong guy. Thats what i did with Proctor Gamble, ceo bob macdonald, you remember the first half of the year, Proctor Gamble a total mess. They went on to slash its guidance, not once, but twice, i saw proctor lose its share and the faith of analysts on the call. Even though Proctor Gamble used to bet greatest soft Goods Company on earth, bar none, these results were too terrible, unproctorlike. Somebody had to be held accountable, and that somebody was bob macdonald. And on june 22 know, i put mad money on the wall of shame. The rose gallery of incompetent execs, who could create a lot of value by simply going into retirement. You know what . I was wrong. It was a big mace take to assume all of the problems at a huge company were the problem of the current ceo. He took the helm in june 2009. Most of the problems were due to the actions of his predecessor. A month ago, as part of my annual day of atonement, i took him off the wall of shame and apologized for my error. The real issue, the previous regimes turned proctor into a bloated, dysfunctional company. But macdonald was cutting the fat, 10 million cost cuts, and innovative products, but Proctor Gamble was a laggard. And my mistake, was i should have been telling people to get ready for the turn. Finally what macdonald was doing was going to pay off. However, once you make a mistake, you dont have to repeat it over and over. When i realized i misjudged the situation, i repented, and i told you to bet on macdonald, not against him. Sure enough, thats looking like a real good call. So far, this earnings season, we heard from a number of consumer goods companies, colgate, not so high. Kimberly clark, headline numbers are better than expected, organic growth slower than what wall street was looking for. And they blinked and got out of the diaper business in europe, leaving it to proctor. But proctor delivered a tremendous bead. The efforts are clearly p