You pick the word, that what it felt like today, nasdaq tumbling, a brutal end to a brutal week. The bulls paired with hard ones that more than wiped out the positive sessions. House of pleasure. The house of pain. Today could have been a lot worse considering jpmorgan reported a truly ugly quarter. Jpmorgan rarely misses. This was a terrible effort, particularly by wells fargo which gave you a terrific number and roared higher before tempering like Everything Else at the end of the day. Jpmorgan is a reminder that the mindfield of earning season is now in frochnt of us. Stock is going to get hammered no matter how much good history there might have been before it came. Which brings me to our game plan for next week, still chalk a block, with earns. Starts with city. Citi reports flunked tests last month. You think the quarter is going to be awful, especially after the jpmorgan debacle, doesnt matter because this market is in love with dividends and city groupcitigroup, only a buck in e off the 52 week low seems over done, but remember we had a big Interest Rate decline. Whatever number you see, the next will be worse. No buy back, no earnings growth, in other words, stay away. Tuesday we get a couple of tests of i love the low valuation to death pieces, it is prodominant for the last couple weeks, people are getting their arms around it. The first is cocacola. Not a lot of growth in it. Its not cheap. This might be a focal moment, lets say cocacola reports a hideous number but it doesnt go down, low flyers like coke isnt over, money in. Same things going to happen when intell reports after the close tuesday. Intell has been dicey. Every time it is run up to this level it is repulsed when we see the actual earnings but this time it is different with a nice yield. They love yield. Second it is profitable even though it has almost no growth, thats what this market wants right now, the polar opposite of what we had the last year. Such dead money so long have now become walking dead stocks, but in this version of the show they can come back to life in something particularly if someone adds a cost saving structure, which i think one of the two will do. I think people are falling for the false f dichotomy, ibm versus google. The old versus the new. The perception is ibm is a growth company, not true, google scoring 16 times earning, its cheaper than the average stock in the s p 500 by this great growth. Perception has been killing google. Not so hot. Meanwhile the idea ibm is about to return to solid growth, betting the market will figure out on wednesday that both google and ibm will have great growth in 2015, still i think ibms Current Quarter is not good, but because Warren Buffett owns, people will buy it anyway. I think googles quarter will be good, my check shows it remains the gorilla in the search base. Bank of america. By wednesday, i bet we will have a reset where we all hate the banks so much this will be knocked down more than it got clocked this week. This stock has been turned on, its been turned on. These people thought that they had what is known as reverse head and shoulders suddenly i hear it is the ultimate said and shoulders play. If bank of america gets hammered you might want to take some down ahead of the quarters announcement on wednesday. Thursday another contrast day, i keep telling you this market loves value and hates growth. Im trying to drive that home. Mcdonalds last numbers were awful. It since has advances since that announce. What happened against us . One of the worst performing stocks of the market, chipolte, high quality growth out of low quality value will end, i think their report will be another chance for a reality check unless it improves on 9 same sell stores it had last time i think it gets clubbed into a limp burrito while mcdonalds slices through 100. Lifes unfair. So is the market. The saber ipo will come on thursday. Those ofs us old enough to know what happened 15 years recalls a transition processing company. I look at this one more giant steaming piece of ipo merchandise that the bankers are going to throw at us, it could break the camels back. Theres no way it ask handle a 3 billion deal now. No way. So look out below if the saber deal actually comes because unless the bankers price it right, i dont think it will, we will have a lot of hurt on us by sabre, ive been worrying how it is turning down, the stock has told you how bad things can be. It now has some dif iddent protection. It is toughowned even though it is dirt cheap. If something doesnt happen i sense scoring frustration. Finally theres agagenuine fork fire works next week. I bet the pressure goes up higher. You will be a winner if you wait until after pepsi reports, you buy some. Heres the bottom line, we are trying to figure out when value ebbs and growth flows, so far by next wednesday with ibm versus google, well certainly know for sure. How about we go to johnny in pennsylvania. Heres johnny. Yes, jim here in pennsylvania near the ohio border. Youre on the other side of the state, but whats up. I believe ford motor deserves to be in the early 20s before gm goes to 50, am i crazy . You know what gm has been put, this is the worst address of the block. Ford cant move out of its way until they find texas is better. Until they do it will be in this range. Lets go to dylan. Long term shareholder here, helped through the last Earnings Report when it hovered around 80 and i cashed in over 90. Im concerned about the wild oats. I questioned ceo of hanes, he said even if there wasnt walmart hans will make it through. We will get through this, sometimes we have to do it with next weeks likes and dislikes, whats in, whats out. Right now values love, growth hated. By wednesday we will see a change. Im wrapping up my best for your buck stock count down with an under 10 beauty. Plus light them up if you have them, im looking at ecigarette maker njoy, if you want to know who the key stock is, stay right here where you are because mad money will be back after this. Coming up. Seven and a half million americans have signed up for health care through the exchanges. The legions of the newly insured could mean more than a healthy country, a major wide change could soar, that stock is your best bang for your buck under 10. Stick around for the big reveal. And later, discount shopping, after the recent sell off, special set of skills, get a heads up of how cramer looks for value on his play book, all coming up on mad money. Dont miss a second of misdemeanor money, follow jim cramer at madtweets or send an email or give us a call. Miss something . Head to madmoney. Cnbc. Com. Gunderman group. Gunderman group is growing. Getting in a groove. Growth is gratifying. Goal is to grow. Gotta get greater growth. Growth . Growth. I just talked to ups. Theyve got a lot of great ideas. Like smart pick ups. Theyll only show up when you print a label and its automatic. We save time and money. Time . Money . Time and money. Awesome. Awesome awesome awesome awesome awesome awesome awesome all awesome i love logistics. Maybe, just maybe, twitter holds the key to this market. Maybe thats the stuff we have to watch every hour, make that every minute of the trading day. If you watch squawk on the street, you know we are always talking about whats the key to this market, oh, sure we do it a tad feciciously because we did it as a throw back to the old days, i was on once a week back then, every wednesday, i always came with a stock that was the one stock that i said you needed to keep an eye on in order to figure out what is happening with the entire market. In the great dot com ballooned, and it gave trading hungry viewers the context they needed. So this morning, the key to this market, im ready, microsoft, im following it like a hawk. If you are old enough you can see it as a flash back. My own name for the stock, that got stolen for commentators, most of whom i will never forgive, why microsoft, this market hates high growth and worships at the alter of low growth, low price earnings with multiple tech with dividends, and that fits microsoft to the t. It is entirely possible you get a value added restructuring. [ applause ] never easy for my part to agree. But he did. And it touched him for this moment. I realize i should have given you a contrasting key as well, and ive got it, drum roll please the polar vortex opposite of microsoft is, twitter. Yep twitter is everything microsoft isnt, its cool, its loved, no dividends and no earnings, sure it might break even, it might make 24 cents in 2015, it makes twitter obscenely expensive versus the cheap mister softy. It has Great Potential for earnings, maybe stocks in 2015, twitters price tag make season investors blanch but not reef tail investors, they bought twitter the stock without caring whether the company will be profitable, that is what made it rise to the 74 range, it has charted back down to 40. Twitter was part of the mania, if you bought twitter around the opening price you were up one until the beating it took this week. The vast majority of the recent waves of ipos have produced losses, not gains, a sign of terrible action. Many of these losses now sizable. First date buyers for twitter are now under water, some dramatically, that is how vicious the tears have become. What is the pair key to this market. If you see twitter start to rally and microsoft begin to really decline in this incredible rotation out of hyper growth into super value, will at least being drawing to a close. However h if twitter keeps spieralling down and microsoft inches higher, the nose bleed is not over for the growth stocks. Twitter and microsoft, theres a pair that holds the key 2014 style. After the break ill try to make you more money. Coming up, corner show show downs, which of these retails stand to grade up for the incoming insured. The answer is cramers best bang for your buck. And later, americans are skipping out on cigarettes and reaching for alternatives instead. Find out what this trend could mean for your money when cramer talks to njoy off the tape. Tap. Aflac. Aflac, aflac, aflac [ both sigh ] ugh you told me he was good, dude. Yeah he stinks at golf. But he was great at getting my claim paid fast. How fast . Mine got paid in 4 days. Wow. Thats awesome. Is that legal . Big fat no. [ male announcer ] find out how fast aflac can pay you at aflac. Com. Man oh, man has this market been giving us a real beating. Just a sea of red across the tape yesterday and more red today. This kind of sell off makes you feel like a fool froening stocks, we know that. Theres one stock, the under 10 stock for todays count down that would have made you money during yesterdays hideous sell off, im talking about rite aid which soared yesterday and another 10 cents today. The company crushed the expectations who have been betting against this one. Before we get into the details let me give you a round up on the mad money count that happened all week. We have been looking for the best performing stocks by price range, starting with the over 500 crowd and counting down to the under 10 stock where we are today. I picked out my favorite name trying to figure out what will do well. Counting down by price. Priceline at the top. And harmon. Spirit airline. Gt advanced technology i told you to by on weakness not strength for the 10 to 50 with range. And that brings us to rite aid up 30 year to date. I told you to buy it ahead of the quarter and the only stock i suggested you buy. Even after this weeks run, it ended down, the market is complying with these down openings so maybe you can get a better price. Rite aid has clearly reached ininflection report. It has already turned and broke on through the exit doors. Just over a year ago the company was barely breathing. And let pretty much for dead. With the stock trading about a buck. Since then this company has gotten its act together and i think yesterdays results are the definite prove that the bulls are correct and all the bears and short sellers dont have a leg to stand on. Even with this epic move they have a lot going for, many for the better. Let me detail them. First the big picture, the stuff that benefits all the pharmaciy names, regardless of how you feel about the fooaffordable ca a act, it will allow they have a database of more than 1. 6 billion transactions and riteaid is bringing in a new level of targeted marketing campaigns, all these efforts are how you get a truly stellar quarter like the one riteaid reported. Off a four cents basis, 50 higher. Revenues came in higher than expected while earnings for tax, is a lot of debt were much higher than the analysts were looking for. They got this wrong but riteaid got it right. 2. 5 to 4. 5 sales growth is incredible. In reality they have conservative numbers, it could turn out higher. It still sells for less than 15 times earnings, much cheaper than cbs and wall greens, our count down ends with riteaid, best for under 10, until yesterday i would say it is a speculative name, it is still some what, but it has turned itself around. You want to wait to buy this one into weakness because given the viciousness of the market you would probably get a much lower entry point than you would other than any point than told. Lets go to ian in new york, how are you. Im good im good. I have stock that has done well for me for the last six months and it is up 45 points in the last 30 days. Do you think it is because of a poor valuation or the fed miscommunication. No this is about the rotation that i keep talking about. Im glad you asked. Im been thinking to myself and to cliff mason, my head writer, have we talked about the head rotation too much but then i talk to individuals and they dont understand it. Activist expensive stock, look at Bristol Myers, look at fiezer. Joe those are out of activi activist. Lets go to jude. Hey whats up. Youre on. Is Bristol Myers a good investment . All right, bristol keeps going down. People say dont you love bristolmyers, this became one of the most expensive of the Drug Companies now it is getting cheap again. It almost yields 3 . When it yields more than 3 we pull the trigger. You know i think the stokt market when you invest wisely is the key to financial freedom. And i always say it has something for everyone no matter what your budget is. You know i got the stocks for it and next up, you shouldnt be buying any stock until you know the answer to this question. Stay with cramer. Every week we focus on the basics, why, because almost nobody tries to teach this stuff. Every High School Teacher has to sit through a health class where they teach you not to get stds. You can get a graduate degree without learning how to balance a checkbook. That drives me nuts. Money is really important. There are few things that can ruin a relationship or ruin your life faster than money troubles and thats why im running these play book segments i know you like so much. Week after week i teach you how to handle your finances and the basics of investing, the stuff we gloss over to in our quest to find you the next bull market. If you have a question to ask, ask nicely, with getaman. And of course go to cnbc. Com for more great financial advanice. We have a question who asked what range or number is good. That is a good question if you are picking your own stocks. All this week i have been saying never judge a stock by its cover, its dollar price, thats meaningless, you judge them by price to earning multiple, or we call it the p e. This is a concept we use on the show constantly. To understand it, you dont even need to know math. Just Elementary School math. Price of the stock is letter p. Divided by earnings, thats e. Equals m the price earnings multiple, i mean the earnings estimate for the next year, not the current one. This is all about the future not the past. We use the future because that is what the major institutions are looking at. The reason we use this method is simple because it gives us an apples to apples way to compare stocks. Right now General Mills trading at 16 times earnings kellogg 15. Does it mean General Mills is more expensive . No. This is where it gets complicated. The truth is the priced earnings multiple loan doesnt give nearly enough information to assess the stock value. The multiple tells you what investors are paying, but it doesnt tell you why. So consider this, remember salesforce. Com, even after being brutally malled, still sales 77 earnin earnings, you may see the comparison and say it doesnt make sense. General mills is slower stay with bounciful yield. Kels kellog kelloggs, king of the cloud. These two companies are not just in different leagues, they are playing a different game, part of that is because of growth. Future earning stream, General Mills have a slow grower of 7. 2 over the next five years, earnings will increase 7 annually. Investors wont pay for those. Salesterm. Com 40 earnings. Which years from now it will be much more valuable. Giving it the sky high numbers i mentioned. So you always have to consider verse us the growth rate. Stocks with faster growth, higher priced earnings multiples, brings me to a whole new values metric that under pins much of the analysis we zo on t do on the show. The pe multiple to the growth rate. Divide the multiple by the long term growth rate. We are driven by peg rates whenever we make comparisons and judgments. Good news for michael, when it comes to the peg ratio, we can talk in more absolute terms about what is good number and what did is bad. You need some black and white in this crazy process, my rule of thumb that i have arrived at is i dont like to pay more than two times a companys growth rate for any given stock, more than two is too pricey. If it is 10 growth rate but trading at 20 earnings, thats too expensive. Thats only a rule of thumb. Sometimes year earnings based to be cheap. By the same token i consider any stock trading less than one to be darn cheap. Many stocks deserve to be cheap. Some will only get cheaper. But when you see a high Quality Company trading for less than one times growth you might have terrific trading opportunity. If it has that thousand dollar price, priceline sales for 18 times earnings, 19 growth rate, yes that stock is actually inexpensive using this correct methodology and rigorous one. For those who are new no the game, we used price earnings multiple to value stocks in relation to each other. Whenever making a comparison always consider the growth rate too. If you only take one thing away from the segment, just remember you cant value stocks in a vacuum. You can only value them in relation to each other. Stay with cramer. [ hypnotist ] you are feeling satisfied without standard leather. You are feeling exhilarated with frontwheel drive. You are feeling powerful with a 4cylinder engine. [ male announcer ] open your eyes. To the 6cylinder, 8speed lexus gs. With more standard horsepower than any of its german competitors. This is a wakeup call. This is a wak