Well, the likes of amazon and microsoft. Buy, buy, buy. Dow gaining 61 points. S p rising 4 . These big capitalation companies blue chips jump up as theyre junior growth stocks. Once theyre in orbit, they keep flying higher. 3m, boeing, honeywell. After all of these, who can back the next . I say look no further than apple. Theres a lot of chatter. What apple has to do to get its stock moving higher. Thats in part because carl icahn has managed to hijack the debate about the soul of apple. Icahn wants apple to move the shares up with its own buying power. It is pretty easy. Apple should stop sitting on all its idle cash and start doing something. Twitter wants to come out for 15 billion. Boom, i bay buy it for 20 billion. Apple is not getting any credit for its cash or it wouldnt have attracted icahn to begin with. These big time port will folio managers hear one thing and one thing only. They are expanding because they are being wrapped up by the consumer. Higher gross manager mean people will still pay Premium Products versus those of the bad guys, the competition. Thats how you feel about it when you go up against them. This is the nfl. This is the nfl. The other guy on the other side of the field, samsung. Apple needs to a nye late samsung. You hear Gross Margins are up, the stock is up. You hear gross margin is going down, all the cash in the world wont stop all the cash in the world. Herbal life reports money after the close. You have icahn and bill ackman was building his whole hedge fund. Lots of people were buying because they felt the atkins fund could be broken. Atkins switched to put on the downsize on a squeeze up. At least it has a clean accounting bill of health. I think that will breed life into the ackman taunters and the cycle will begin a tphufplt im sure judge wapner will have the answers. Its the icahn show. Tuesday is new economy day. Yelp, do you yelp and linkdin. It representing two of the most exciting new stories that have been public in years. They need to raise the revenue forecast and might as well give the whole thing. It doesnt cost anything to listen to me. I want a three for one stock split, okay . So many opportunities for growth, i want them to raise money. This is a first, right . I want them to raise money to allow them to become the first worldwide mobile yellow pages. They are built on World Domination not unlike pinky the brain and amazon. Both meeting yelp and linkedin. You also want to pay close attention when it reports tuesday after the close. Im concerned here. We saw numbers this week and the stock keeps coming down. Were going to see approvals for the drug. I think it will be ignoring the good news and going down. Always remember i Like Companies who embrace the holy trinity of the social, mobile, and the cloud. Thats definition of facebook. On reports wednesday, we want to hear how it will continue to monday taoeuz mobile and social, while it facts de facto to reach consumers. It has had its biggest hit this year in facebook. We trim back our position this week. In the last few weeks, a mammoth upside spraoeufplts i never want to hear that kind of talk. If you have a big game, particularly if you listen to us on the trust, take something off the table, okay . When you have the kind of expectation thats so high, you can have disappointment even if they do a great number. How much is left in starbucks . After this remarkable 49 run from the beginning of the year, i knew this. If you dont own the stock, i want you to wait until thursday. Wait until after the quarter is announced. I think the analysts will mistakenly give ceo Howard Schwartz a hard time. They want crack down orem bears starbucks as they did to kentucky fried chicken, a member of yum brands. I say let it come down and then buy. I think 2014 will be gang busters for starbucks. Im not concerned about china and price gouging. Its not even gouging. Thats what matters. Finally on value as opposed to all these other stocks ive been mentioning, g. M. China and europe have gotten better while the u. S. Continues to percolate. You know what, im making g. M. My sweeper pick. When i pick at 4 00 a. M. When everybody else is sleeping. We hear from exxon thursday. And exxon reminds me of big phrma. Exxon and merck. Focus on the production, growth and replacement news. I dont see much on the front. Were i having to get better. We also get earnings from first solar. Hey, look at that. Old and new. If it out of solar city and dupont mean anything at all, both are seeing rapid growth in solar right now. If im right, first solar could put on 10 points. If it misses, the bears will be all over it. Odds favorite. Finally on friday, chevron. Which is the best run of the Major Oil Companies and the one i believe is itching to bring out value. It is a buy every time it gets hit. If oil goes down early in the week taking chevron with it, i would pick up chevron going into the quarter for a trade. Bottom line. Remember, these Companies Want to dominate the earth. Its like amazon. These are just like amazon. I do expect more amazons and more disappointment, more microsofts. The buy for this week, up side. Paul in california. Caller hi, paul. Thanks for taking my call. My pleasure. Whats on your mind . Caller i bought illinois tours in april. 30 . What should i do now . I love illinois tools so much im blinded by it. Its still an inexpensive stock. It has a pay grade over two, which i dont typically like to do for industrials what im hearing from boeing, honeywell 2014 is a good year for itw. Dont sell the stock. Caller booyah from florida. Bjr. Used to love them. Whats going on . Caller we just got one in coral springs, and the lines were out the door. They gave me a 10 to 12page menu. Is it buy, sell or hold . Boy, its come down a lot. You know what, its coming down too much. We like the company. Cheesecake was down a lot. And then that caught on fire. Im going to go back and look at bjs again. When we looked at it, it was flying high. Something is laying it low. Let me give more work on this one. It may be time to eat there but not to buy. Bob in california. Caller bob here, jimbo. Whats up . Caller hello. I value your opinion very highly. Thank you. Caller and i have given my four daughter all of on your books so they will be properly educated. Thank you very much. Caller western digital. There are two reasons for question. One, their earnings, which they reported yesterday quarterly 2. 12. And their piddly 25 quarterly dividend. On the other end, their new twice, which they are promoting for individual, personalized computing with the cloud. Theyre now advertising. Caller what do you think of it in the future . Bob, a very inexpensive stock. Avnet yesterday. Drives are strong. I think the stock is inexpensive. I want to see what sea gate has to say. I feel right now were out of data points having just gotten support. The group is a little too hot for me right now. A little bit down and then i pull the trigger. Man, this this an exciting week. We have another one lined up. The old economy and the new. Im focus on these three. The trade of value is here. And this one if oil comes down ahead of it. Stay with cramer. Coming up, protective coating . Flirting with alltime highs after painting a beautiful picture for investors. Can it continue to deliver green, or is it due for a shell lacking . Cramer is getting color from its ceo. And later, power play. From inside the walls to flying high in the skies, eighton is the industrial name in charge of it all. Can it capitalize on a rise in construction across the u. S. . Cramer has the latest in his earnings exclusive. Plus, shales away, american renaissance continues to heat up our economy. And colorados region is in the sweet spot. They find its find transforming it. Can it help you barrel slick profits in cramers exclusive all coming up on mad money. Dont miss a second of mad money. Follow jimcramer. Cancer a question . Tweet cramer, email or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. As ive told you over and over, the big theme this earnings season is execution. Wellrun companies with terrific companies doing better. Ppg. They make coatings for cars, planes, glasses, boats. You name it. Dupont is spending off a portion. If you like dupont, you should love ppg. Not that anyone should fall in love with a stock because its a piece of paper. Ppg reported a week ago and delivered spectacular results. Rose 17 year over year. Even better, they see europe stabilizing. That is huge. This remarkable company has made a lot of money over the years. Stocks just 25 return since we talked to the ceo in april. His throat was sore at the time. Lets see what chuck is up to. Welcome back to mad money. Hey, jim. Its great to be back. Thank you. You sound good. Your Conference Calls are always a great joy. It was an mazing quarter that you delivered. Oh, it was. We had an excellent quarter, and we felt great about it. I think we dont talk enough we hated europe for so long we forgot europe was a great market. It could be gigantic for your earnings next year, wouldnt it . Yes. We worked hard the the last few years to streamline businesses, to emphasize productivity. We still had record operating earnings in europe over the first half of this year. So were poised with any improvement in the overall economy. We think well do even better in europe. And where do you think that improvement is coming from . A lot of countries, some doing better than others. Spain just said things are getting better. Italy is turning. Is every country is giving you a little bit more . No. I would say we first saw the improvement in the uk. You know, thats been the early indicator right now on a positive. Germany has been good. And i think we are seeing improvement in Southern Europe for the first time in several years. But the other market thats looking like it is stabilizing and maybe get some slight growth here in the Fourth Quarter is automotive oem. Where actually theyre projecting a modest but one and a half percent growth in auto builds for the Fourth Quarter. So thats a good sign. And the highend auto manufacturers all use ppg, right . Yeah. So we do very well with the german manufacturers, the bmws, the mercedes, audis. They continue to perform well even in this tough recession over in europe. Going over the Balance Sheet and going over your cash, i see you have always had organic growth, sustainable dividend, acquisition and repurchase. To me it seems like really this cash flow is burgeoning. Is it time for another acquisition already . I would have waited until after the exxon, 18 months, two years. It seems it has already settled down and you have a lot of cash coming again. We have done a very good job so far with the akzo here in north america. Were ready for another acquisition or acquisitions. So were continue look. We have share buybacks as an opportunity. Were going to be ramping those up in the Fourth Quarter. But were still looking and working our pipeline and hoping to complete deals over the coming quarters. Aerospace was particularly good this quarter, too, wasnt it . Yes. Its been a really solid performer. Commercial aviation. After market in airlines has improved. Military has been a little softer. But the main part of our business is commercial aviation. And thats doing very well with boeing and airbus. I was going on your website because you guys are always transparent. Its not just glidden paints. You have liquid nails. Yes. A lot of companies have not done well on caulking and the industry has not been console delighting. Can you consolidate that industry . I think its an opportunity for us. Without our coatings portfolios we have adhesives, sealants, pretreatment. We have a number of adjacent specialty chemical products. Liquid nails is a great addition to our portfolio. We are actively looking. As you get bigger scale in paints, can you push back a little . Well, we think we play an Important Role in both home center channels. They have been excellent partners looking to create values and solutions for them. And were driving in our product lines like glidden or olympic to deliver for those customers and the partnerships are working very well for us. Okay. One last thing, chuck. Youre a straightshooting guy. Youre a Big International business. When you look at what happened in washington, would you rather deal with some of the more socialist leading countries in europe, the communists in china, or the craziness in america . Well, i think weve all been disappointed with what we have seen in washington especially the last few months or the last couple of years. And i would say that we have had very good receptions in the the markets like china or in our european markets where we are dealing with more certainty. I think they appreciate the things that we bring. Employment, technology, innovation, helping them to develop. So i would say that we have very good relations globally. And i would say that we are concerned about the climate in washington and what i would call the deteriorating political situation here. Too much uncertainty. And i think theyre holding us back now. Wow. All right. Well, you always tell us straight. Thats pretty darned straight. Chuck bunch, chairman and ceo of ppg industries. Congratulations on another fabulous quarter. Thank you, jim. You heard what he said about europe. This is a big, big part of the business, europe. Its all up side surprises for 2014. Stay with cramer. Coming up, power play. From inside the walls to flying high in the skies. Eaton is the industrial name thats in charge of it all. Can it capitalize on a rise in construction across the u. S. . Cramer has the latest in his earnings exclusive. [ male announcer ] staying warm and dry has never been our priority. Our priority is, was and always will be serving you, the american people. So we improved Priority Mail flat rate to give you a more reliable way to ship. Now with tracking up to eleven scans, specified delivery dates, and free insurance up to 50 all for the same low rate. [ woman ] we are the United States postal service. [ man ] we are the United States postal service. [ male announcer ] and our priority is you. Go to usps. Com® and try it today. Werent we supposed to be hating the industrials, terrified of a rotation that were both sick cal just a few days ago . Look at etn, eaton. It manufacturers electrical control, Power Management systems, hydraulics, truck transmissions and aerospace. Ive been on this one forever. Disappoint durable goods number. Eaton is roaring. Whats the deal . About a year ago they were buying cooper industries. 13 billion. Now that deal is about to really start paying off. It could be seen as a quality report today, issued down side guidance the rest of the year. I personally dont see that. The quarter was actually far better than what most people expected. 7 increase. And from 5 this 3 approximate or 4 . Thats pretty robust. I dont think its done. Lets check in with the chairman and ceo of eaton to hear about the quarter and the companys prospects. Welcome back to mad money. Thanks, jim. When i listened to you in the summer, there were things that actually gained momentum almost if i can be honest week to week to where october seems to be the strongest period that you have had even though its not covered by the quarter how can that be given the malaise in the country . Youre right, jim. We think we had a solid quarter. Sales up 42 , profits up 48 . Alltime records in sales. We think the real message is the one you hit on. We saw 8 in our global hydraulics books. 6 in aerospace bookings in the quarter. More significantly than that, the early portions of october are going quite well as well. Were encouraged. We think were starting to see some momentum build. We think this year we are likely to see a full year of no growth in our markets but are becoming more comfortable with a 3 to 4 growth rate for our businesses next year. If we can have a record year of sale in flat markets, we think the prospects are pretty exciting for next year. Particularly when you add the 95 from synergy from cooper. You said, look, 2013 is going to be a confusing year for people. They just might not understand how we sort things. Were done that. Going forward, its not confusing the. Its Pretty Simple looking at eaton and cooper together. Were passed any transactional issues that have been confusing on a year to year adjusted basis. Now were building on this 115 million of synergy that we had this year. Well have another 95 next year. We think importantly around the world were likely to see a year in 2014 where industrial manufacturing production is indeed higher than the gdp growth. That didnt happen this year, which was really a transitional year in the economy. We are seeing gradual improvement going into next year. Very significantly, i think most people agree. Europe has bottomed. Its not going to be riproaring growth next year. A positive number, which is a big difference compared to the negative we saw this year and last year. Now, you bought some companies in europe. Europe turned tough. Still great acquisitions. Explain to people how it works. You have tightened the ship in europe. Wouldnt be a dollar in sales now would produce a far greater gross margin than it would have been four years ago for you . That would be our expectation. Youre right, we have taken a lot of capacity out of our european operations. We have worked on incident tkpwraeufb savings. Im proud of the work our teams have done around the world. An additional 90 million of productivity savings. I think all that says is that were a business that is really very tight in terms of our expense, resource and capital deployment. This increase kebgd get from 3 to 4 next year. We believe it could be very powerful. Explaining the cycle of construction. You said were seeing pretty good bidding activity ahead of us. And youre talking about 13, 14, 15. Do you think it can be multiyear . I do. We all know Residential Construction is an early cycle activity. That didnt happen because we were coming out of the mortgage crisis in the u. S. It was led with two years of a pretty powerful snap back and nonres. Now we are seeing the residential materialize. Light commercial build as new neighborhoods are starting to be built. Morbiding, well, the large kphaourbl activity. And in the july and august data just issued by the Commerce Department i think surprised most people with pretty strong numbers. We think the prospect of a couple years of 5 top res is not out of the question.