Theres just too much buying power, too few sellers for me to leave they arent real tells of the underlying market strength, even if the averages didnt look so hot. And on a day like today where the averages rallied nicely before coming down hard, nasdaq climbed only. 01 mostly because of end of the day worries about a potential war with syria. Its worth picking apart the new highs in the s p 500. Lets go through it. First, of the alltime highs, theres tjx. Yes. Its the biggest winner in the space right now courtesy of all the loser retailers out there. Tjx buys the close out goods from retailers who have faltered, paying very little money for their materials and then marking them up in its own stores. There are Bloated Inventories galore, all over the place. These Mainstream Stores cant bring in fall apparel until spring and summer merchandise goes to tjx. Next quarter should also be even better. Maybe the single best in retail. It doesnt hurt that home Goods Division of tjx has the perfect combination of merchandise for those willing to put more money into their homes now that housing is going up in value. Next up, cigna. All about Health Maintenance operator pricing. As well as the gains in the companys portfolio when it invests money from your insurance premium. Both are going up. Despite president obamas suggestion that Health Care Costs are going down, cigna has been able to get higher prices for its health insurance. Ever higher prices. At the same time it has a major exposure to real estate. Those seem to be Getting Better and better and better after taking a beating for a long time. Then theres capital obot oil. One of the Fastest Growing oil and gas names in the world. Cabot has a new market in new england, rapidly changing heating to cheap natural gas that will be from cabot when it gets its pipeline built. How about amgen. All time high. Acquiring onyx pharma. This combination gives amgen once again amgen, remember, has now become a growth stock. Thats exactly how the best bang for shareholders bucks. Lockheed martin finds itself on the alltime high list by default. Supposed to be decked by the sequester. Wasnt the sequester supposed to shoot them to kingdom come . They werent. That fact has deluded and shocked wall street, which has been betting against both companies. If earnings keep coming through, stocks keep trading higher. Finally theres viacom. Entertainment company which has been a voracious buyer of its own stock. To the point where earnings has been so dynamic and the mutual funds and hedge funds, they cant get enough viacom. Want to get a sense of what else might be happening underneath the averages, looking at stocks in the s p that hit 52week highs, not alltime highs. Three oil related plays. Hess, busy trying to bring out value to fend off an activist investor. Chesapeake now viewed as potential takeover candidate by wall street because its long time ceo and cofounder and protector is no longer with the firm. Third, halliburton. Rumored every day to be in ges cross hairs. Given how high oil is theres good reason for an Oil Service Company to be hitting a new high anyway. Next up, head scratcher. Eye raiser. Quanti ga quandary. Fedex. The last we heard from fedex was brutal disappointment. Such is the power of potential turn in the Global Economy that people want to play wit a transport that has worldwide reach. So theyre reaching for federal express. How about this Dollar General that hit a new high today . This one makes some sense if you think the downward pull of Income Growth, higher taxes and higher gasoline prices is forcing the vast middle class to trade down. Can you believe it . Down from walmart and target to lowly Dollar Stores. This one could once again be part of a takeover situation as david faber indicated this morning on squawk on the street. Couldnt possible combinations with family dollar, dollar tree and even walmart. David faber did the age of walmart. Anyway, that would take these stocks which still arent all that expensive and propel them out into the stratosphere. The economy isnt near, just even a little bit as hurting as we hear. If washingtons about to come back and become another hot bed of gloom and partisan infighting starting september, who would want to sell the Dollar Stores . You want to buy them. Netflix has taken up residence on the new high list. Growing subscriber list and it is a cold stock. I wanted apple and microsoft to buy netflix. Since then its tripled. You make that same argument if it trades at 382. Its overpaid. Best buy, that wont quit. Some of the propellant comes from the 49 decline it underwent last year. Second worst performer in the s p 500. At this point the 200 rally at the bottom falls at the feet of the hard goods renaissance in this country as individuals seem to have abandoned apparel for hardware. Harley davidson sitting on the 52week high list for another reason. I cant see gatsby riding a harley. It is a terrific status symbol. Dow chemical has gotten on the new high list by virtue of its cheap feed stock. It uses natural gas and nat gas liquids to make plastic. Wynn resorts finds itself on the list. Wynn is the casino gambling destination for chinese. Go figure. I dont think it was the intent. Weve got an electric, eclectic list here. Eclectic, electric list of chemicals, hard goods, insurance companies, casinos, oil and gas, dollar store, shippers, biotech, defense and entertainment. To me thats the real take away, the exercise. We may not have finished up today. We may not even be able to transcend a sudden potential air strike in syria. Before the secretary of state spoke about syrian transgressions the market was still chugging along to the positive. Heres the bottom line. You cant hate a market that has so Many Disparate groups and descendants. Theres too many stocks to believe that like many people i talk to this rally is on its last legs. Its on different legs. Maybe unsteady ones now. Ones that can provide a basis for the up move. Jordan in georgia. Jordan. Caller booyah, jim. I bought first day of trading. Watched it drop like a rock. What happened . Where is it going . I never we had a call on this last week. This is not my space, candidly. If you just want to get a provider of fleet and mobile asset management. Its meant to be a cloud play. Lets wait to see what we hear from salesforce. Com. That may need the cloud play you need. I need to speak to marilyn in my home state of pennsylvania. Caller booyah, jim. Im from a suburb of the great city of pittsburgh, pennsylvania. Yeah. Caller i want to know about altria. Im a senior and my investments pay my bills. And i think about altria and then i dont know enough. So i jumped to at t and verizon. What do you think of altria . I was with someone who worked with altria this weekend. It was very funny. We were talking about how well run it is. Altria doesnt know if you bought the stock you can take the dividends as among the three of altria, verizon and at t, at t has come to a downward 5 plus yield. I think thats the Better Bargain of the three. Steve marino in new jersey. Steve . Caller hi. Ive been working in open source since 2001 in the i. T. Industry. I was wondering what your thoughts were on the open source sector. In particular, red hat. We like red hat very much. I think hes a terrific ceo. Stephanie lee, coportfolio and i have been bouncing back and forth. We think theres a degree of that were not comfortable with. Thats a darn good company. They are always welcome on mad money. Jim ran delta before he got to red hat. New highs toedont lie, people. Ill tell you, these are all Stellar Companies across many industries, across many sectors. It shows strength, and thats good for them bums. Mad money will be right back. Coming up, supercharged . Hot car. Hotter stock. At the sce tesla has more than quadrupled in 2013. If you think you know whats driving the high speed shares you may be in for a surprise. Cramers hopping behind the wheel to see whats really powering the surge. Later, digital disaster. Foul play or not, when technology breaks down it can be costly. Amazon lost millions when its site went offline. Nasdaqs shut down brought billions in trading to a complete halt. Tonight, cramers zeroing in on the top plays to keep your portfolio protected. Plus, you ask. He answers. Im wondering about susq. Susquehanna. I got to do the homework. Im not ready to give you an answer. You sent cramer back to the books. Now hes got the answers you need. Plus, jim responds to your tweets. jimcramer mad tweets. All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer. Madtweets. Send jim an email to madmoney at cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. [ male announcer ] ive seen incredible things. Otherworldly things. But there are some things ive never seen before. This ge jet engine can understand 5,000 data samples per second. Which is good for business. Because planes use less fuel, spend less time on the ground and more time in the air. Suddenly, faraway places dont seem so. Far away. How has the stock of tesla motors almost quintupled since the beginning of the year . Was it the national highway transportation good seal of crash approval . Was it the excitement in the look and feel the car engenders . Even as completely and totally impractical for me. Maybe its the amazing showroom thats down the block from me in short hills, new jersey. Or the gallery, yes, call them galleries that my good friend jim stewart visited as part of his excellent piece of shopping for tesla in this saturdays new york times. Perhaps it was the news in california, companys home state, tesla outsold porsche, volvo, cadillac, buick and land rover. Even though the company only has one car. No. Actually its about none of that. Like most stock moves, tesla is about the numbers. Specifically the may 8th, 2013 Earnings Report and Conference Call because thats where it all really began. That was the genesis call. Thats where the stock which had already been humming going into the quarter broke out from 55 to 88 in a few days time and never looked back on its road to, well, a 20 billion dollar valuation which it did touch today before reversing. This market cap which elon musk conceded to being very generous and, quote, more than we have any right to deserve, is widely decried as outrageous. As we know from clint in that movie unforgiven deserves has got nothing to do with it. Lets go back in time and figure out what really happened. Not only does tesla show no signs of slowing down, of course we got to find the next tesla. Going into that fabled Quarterly Report we heard three things. Boy did we ever hear them, those of us who are in the flow, so to speak. First, hey, tesla was going to lose a fortune. Because it had cost them way too much to make the cars and there were supply chain problems that could not be fixed. Which could cause losses to increase dramatically on a go forward basis. Second rumor, there was no real demand for the cars. None whatsoever. In fact, whatever demand they had is pretty much from slight of hand as customers cant afford the model without charging stations being all over the place. In fact, you heard they were using reservations, not actually car sales. Thus the numbers were phony. Third we were told tesla was going to need a boat load of financing. If you were short the stock you could couple in order to stay in business. Believe me, they might not stay in business. Mind you, these three negatives were pretty much etched in stone. They were common parlance among those who talked about tesla off the desk. I was getting, i dont know, lets call it five bear calls or emails a day telling me this was the quarter that would detroy ceo elon musk and the dream that was tesla would be rendered a nightmare. What actually occurred . Heres the top ten things that rebuilt the stock into the strat fear. First tesla didnt announce a gigantic loss. Instead it delivered a 15 million profit. Now immediately the bears were all over it saying it was a phony if you include the warranties, stock options, blah. What matters is that they made money. They had more in the bank than when they started the quarter. Something that wouldnt be the case if it was a bunch of flimflam. Second company said it exceeded its own production targets. Not only was it a lie there were no real customers. In fact to meet demand tesla had to crank out 500 more cars that quarter on top of the 4,500 they initially planned to build. They now intend to build 2 ,1, cars this year. Third we heard tesla was spending more and more on its vehicles and earning less. Instead theyre telling us theyre spending less and less building cars and earning more on them. Far in excess of what even the bulls were looking for. Plus the Company Revealed that the gross margin increased throughout the quarter, finished at the highest levels, implying theyre just going to get better in the next quarter. Which they did. Fourth, the Company Capacity constrained by suppliers and raw material costs and they had been rising as had the cost of labor per car. Tesla reduced the number of hours of each car by 40 . Raw material costs plummeted by 20 . Fifth, in order to meet demand tesla said it was expanding 34 stores, galleries, by almost 50 by year end. Six, the Company Revealed fully 25 of the people, 25 of those people who tested the cars, bought the cars. Thats a phenomenal percentage. Type of thing you said, well, they could sell millions of these babies. Which brings me to seven. Tesla arranged financing for the cars. That had always been a big rap. They couldnt get it. Took the total adjustable market or tam from a small neariche. Eight, while tesla had only been sold in north america so far musk came up with international numbers. Hes got demand for 10,000 cars in europe. 5,000 cars in asia. But, and i quote, this could be so much bigger number. Because china is a wild card. Given the price of gasoline in europe is almost double ours and the pollution in china is a National Disgrace it makes sense tesla will be able to rack up pretty hefty overseas sales. Right . Sk made it clear because the International Markets there will be a, quote, fairly significant increase in volumes next year. Ninth, musk said tesla would spend another 200 million with the companys cash on hand. Then the build out would be done. No more need to spend. No more need to raise. Which brings us to number ten. Number ten. The most important part of the call. The phrase that shook the world was, quote, we dont have any plans right now to raise funding. Huh . I mean, the bears were like, what . No Stock Offering . Huh . Nothing that will allow us to cover our shorts . How can they do that . Dont they know without a Stock Offering the shorts will be crushed . As if musk was somehow running the place to please the short sellers. No. It was a monumental, astonishing call unlike any ive heard before. It was a beautiful play. In one very short release and a brief q a musk has taken the story of a bedraggled baby car company, delorean meets tucker and turns it into a business like the Second Company of bmw. Orders well in excess of demand. Dont worry, well ramp up to meet demand without needing extra money from the marketplace because we are cash flow positive and profitable. That sentence contains about every single catch phrase needed for analysts to raise their estimates and have a stock go through the roof. Which is exactly what they did. Now im totally conscious that the shorts control 25 of the flow have not given up. I still get calls explaining how corrupt elon musk is and no one wants the car even though someone i know buys one every week. We happen to install tesla chash chargers at the very inn that i coown to please the customers. A level of demand that cant be met even as Gross Margins are going higher. Put simply thats too much good news for the market to ignore. Its how tesla nearly well, its helped tesla nearly quintuple. Something virtually any stock with the same characteristics would most likely do as well. Stay with cramer. Coming up, digital disaster. Foul play or not, when technology breaks down, it can be costly. Amazon lost millions when its site went offline. Nasdaqs shutdown brought billions in trading to a complete halt. Tonight, cramers zeroing in on the top plays to keep your portfolio protected. announcer scottrade knows our clients trade and invest their own way. With scottrades smart text, i can quickly understand my charts, and spend more time trading. Their quick trade bar lets my account follow me online so i can react in realtime. Plus, my local scottrade office is there to help. Because they know i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Voted best Investment Services company. Where can you find upside in this increasingly unsteady market . What groups can you still bank on . I can think of one thats pulled back hard this year and now looks ready to roar higher. Im talking about the Cyber Security stocks. Companies that make Software Designed to protect computers. To keep Sensitive Data safe. We know this is a huge theme. Just this week i interviewed meg whitman after a particularly terrible quarter. She told me she wants her company to get more exposure to the antihacking space and shes looking to do a needle moving acquisition. Take a look. I want to be very selective here in terms of making sure what we buy will actually accelerate hp. Youre right about security. Arc site, tipping point, fortify, some elements of autonomy, boy, these are security business grew double digits sfwl just as important a month ago cisco announced it was acquiring a little Web Security Company called source fire for 2. 7 billion. The price cisco paid really kind of gives us a prism we can use to analyze names that are left. More important the spa