Snap judgments going arieh. Its beginning to drive me crazy. Or at least crazier. On days like today where the dow inched up. 34 points s p 500 advanced. 23, nasdaq gained. I feel like buying and selling stocks has become a lost art. Lost because it requires tedious homework not headline reading and false assumptions from those that take their queue from the action. In the last 24 hours ive seen so many stupid, off the cuff decision i need to call them out if only to help you understand how to do things the right way. Not long ago i introduced to those that trade off the s p 500 futures. Those that fled in and out of all stocks, based on silly news reports all hours of the day, europe, asia doesnt matter. Did you go to college to get stupid . You are really stupid. Wrong about the marines of course. If michael had been talking about trading off s p 500, sunni would have been right. Now this applyies to anyone that trades the stock before listening to the companys Conference Call and finding out the real skinny not just the headlines which are misleading or just plain wrong. It stems from a key scene in shaw shank redemption where he talks to norton about the obvious need for a new trial if the real killer of his wife reveals himself. The ward disagrees. He says how can you be so obtuse . He says is it deliberate . Thats how i feel about the moronic snap judgments. Cvs, dollar tree and shake shack. Thats a Diverse Group which shows how the obtuse tend to be obtuse about everything. Lets take them in alphabet kal order. Reactions are so stupid i dont want to discriminate. Advanced auto parts belongs to one of my favorites the car part business. They need to be fixed with regularity after the pothole season weve just gone through. Advanced o riley and most importantly auto zone have been the most reliable out there. Ive relentlessly pushed them because of this aging car tail wind. The reported number was immediately panned as a big miss. Boo. By the headline writers out there. I dont blame the headline writers. Theyve got a job to do. Thats to publish first no matter what. What do guys do . Look at a chart they have. Its a clipboard. They say i see what a company is supposed to report top and bottom line. Look at press release, match them and draw instant conclusions without waiting to hear the companys explanations of numbers theyre staring at. That can cause serious misdirection. Again, i dont blame the headline writers. Thats their job. Shame on any investor who takes action based on these uninformed snip ets. Theyre violating the core alert. Theyre plain darn obtuse. Its almost as if theyre deliberately trueing to lose money. Boo. Why . Because the Conference Calls on advanced auto parts what happened . Management probably no more than two minutes in explained there were still integration issues from the acquisition of car quest last year. If you look at this difficult merger of so many systems, you would have noticed aap was a screaming buy not a nasty sell is. Stock down 6 this morning to be up 7. 60 at the close. Thats a nearly 13 swing you could have had. You had to do the homework. That pesky duty that keeps you from losing money. Huge missed opportunity. How about symrex . In order to take advantage of the chaos many oil patch, what did they do yesterday . Offered 6 million shares in spot secondary in 109 down a couple parts. Obtuse immediately panicked when they saw this stock offered. They figured something had to be wrong. Cimarex thought they could get more stocks. You need to do the work rather than freaking out as so many did. It was a good thing not a bad thing. Hence why the stock has almost ripped 11 points from the pricing just yesterday morning. I want those 11 points. How about you . I dont know if you saw the panic this morning. One of my favorites, cvs decided to shell out 7. 6 billion buying a company calmed omnicare. Well talk more about this later. All i heard was the obtuse frantically tried to shed cvs knocking it down a point and a half. Colossal overpay to hurt earnings from now till kingdom come. Oh well. Had you waited for Conference Call and listened to cvs ceo larry monroe you would have heard the deal was strategic and that its bountiful. The buyback remains in place. It was a total home run. The stock immediately rebounds. I always say cvs is led by a fine merlot. Obtuse acts as if they were drinking thunderbird or night train. Next up donald tree. Four cents below expectations. Stock quoted down as much as 3 bucks. A few minutes after the Conference Call started, we learned this nagging west coast port strike crushed dollar tree spree. They couldnt get the right goods on time no kidding. You cant buy a lot of merchandise made in the usa, sell for 1 dollars a piece and make money. Its holiday doo dads that may be stuck on the boat in the San Francisco for all they though. You would have heard the explanation and also the beautiful back of a merger with family dollars ahead of schedule making this a must. Finally for the last 50 straight points, what have i told you . I have been telling you shake shack is a cold stock you cannot bet against. Its the tesla of hamburger stock. These are tending to be heavily sorted. Last night, this hamburger joint may open a chicken sandwich division. Wow. That tender morsel caused another panic. Because, well lets look at numbers. After this rally today, eight shake shack locations worth 30 times the value of a store most publicly trade adddtraded. I dont know if its that good. They think how do you lose . Theyre being obtuse. I could use a good chicken sandwich from shake shack. Trade off the headlines and make snap judgments. All these in the last 24 hours should convince you that you might as well be burning money. Keep in mind you might end up shooting yourself when you could be sipping a corona in your boat under the sun in that beautiful beach. Allen in california. Allen caller jim, booya to you. Want to congratulate you on your recent marriage. Thank you. Thank you for introduces me to four. Thanks to your time i have shared purchases a couple years ago and riding on the house with 100 profit on both. It went up again today. That is ever ending battery. Doesnt quit at all. Whats going on . Caller on the chinese Discount Retail stock that had negative story about the numbers reported by this company and potential 90 down side for stock which the company defended itself on recently. Today it announced its filed a Class Action Lawsuit regarding this matter which sent the stock tumbling 10 on high volume before rebounding. I own shares of this stock. Purchased additional shares between 28 and 25 a before pull back of recent 30 allen, im not recommending chinese stock now. That market is too high. They opened up 14 million individual accounts in china. Its steaming over there. I dont want to touch anything. Fib shop fraud allegation. Doesnt matter. Im out of there. How about scott in utah . Scott scott. Caller yes my stocks win. I just got questions about it. Earnings tumbling over the last year. What do you see a the future i hate betting against steve wynn. Hes one of the Great American business people. This situation in china is getting real ugly. Almost if the Chinese Communist have woken up and set you know what . Were Chinese Communist. Were not going to allow people to be consumers and gamble. I say gm but not crazy about that anymore. Make snap judgments, you lose. Might as well be burning money. Mad money tonight, my exclusive soccer stock in the game. Up nearly 40 this year. I got the ceo. Cvs got the headlines today. There are many more moves to be made in this group. You want my list plus ebay and pay pal about to split. Should you put this in the friend zone . Stick with cramer. Send jim an email to madmoney madmoney cnbc. Bulldog mattress discounters Memorial Day Sale ends monday . Oh boy a queen size serta mattress and box spring set for just 397. Mattress discounters has the Largest Selection of memory Foam Mattresses under one roof well ill be. Up to 300 off tempurpedic breeze. And wow get up to four years interestfree financing on the entire tempurpedic cloud collection better hurry the Memorial Day Sale ends monday. Mattress discounters just yesterday we learned care first, Blue Cross Blue ShieldHealth Care Plan has been hacked. Thats the third major Health Insurer this year to announce its been hacked. Three in the single industry. Thats ones we know about. No wonder Cyber Security has been one of the hottest things around. That brings me to fire eye. This is real time threat protection to enterprises and governments against cyber attacks. Theyre the guy you call in after youve been hacked to figure out what happened. In fact they were the ones that detected the threat. First day of trading. After six months t lockup on inside cell inspired. Stock got crushed by tsunami of old supplies. Fire eye has been rising nicely. Stocks up 35 year to date. Thats totally given because the company has red hot 65 growth. The company is growing like crazy and one of the hottest group tloutss out there. Former ceo of mcafee made a killing in 2007. Welcome to mad money. Thanks for having me. Absolutely. Please have a seat. Well obviously got to be fire eye. It was. Tell me your role. What did you do . Weve been helping a lot of companies with Cyber Breaches over the last few years. We acquired a year ago and been dealing with hundreds of incident responses. Care first like you mentioned. Theyre having challenges of late because hackers are interested in health care information. This involved over a million consumers. We helped them. Today and yesterday they announced the breach. Were there to help them as a trusted advisor. Retailers . Same way. Target and home depot . Health care is one, retail is another. Media industry has been another. Financial services. Across the board, sony. These are all fireeye involvement. Im thinking were to the point if i want insurance, i have to have a fireeye in. People are presuming youve got to be involved before theyll protect you from the insurance perspective. Thats what weve been doing lately. Weve been partnering with the industry. Its about time. We needed this. The industry is looking at target and all the ones you mentioned. This is a problem. Weve got to figure how to identify them, underwrite them. For the first time Cyber Security company has partnered and soon to be more to underwrite the risk for cyber attacking. You were the first to be anointed by Homeland Security. What does that mean for you . We won the prestigious certification. This post 9 11 we had the safety act. That was there are from Homeland Security to help protect Critical Infrastructure and consumers. Were the First Company to get the highest level of certification. It allows companies who use our product to basically be against legal costs to being breached. If you use fireeye, youre prevented from being sued in the Justice System in america. None of the other guys have that. None of the others have it. Took us 18 months to get it. A lot of checking. Were pleased and honored to have it. Obviously you guys are pulling in business left and right. Every time theres a breach you get it. Talking profitability, youre talking a couple years out before youre profitable. Operating cash flow was negative this quarter. Are these things that are planning so to speak because youre growing revenue so fast you cant think about it or you want to be faster but dont have the opportunity yet . We see a huge opportunity. You can see how hot the Cyber Community is. Everything is connected, more and more online more mobile devices, more end points. This company went from less than 50 million of business ten x less than three years. Seven quarters in a row of growth and acceleration. Were getting to profitability and working on that. To your point last quarter we were 3 million negative cash flow. The one before that 200,000. Were driving toward profitability, pretty certain. The other day on cisco call a, john was asked were you in talks with fire eye. Why are you always in talks with someone . Why is fire eye not viewed as entity to itself . Im not sure why those rumors are there. Were an Important Company jim. As the next Generation Leader in security and how fast were growing and how fast were disrupting the market. Theres a lot of interest in fire eye. Thats a good thing. I see a great path for this company to grow organically. Got to do whats best for the shareholders. We are. Were growing like crazy. Is there some new form of cyber threat on your radar threat we dont know yet . New warfare . We have seen a lot. Over the last year activism crime, heavy espyionageespionage. Companies are trying to hurt and embarrass people. As the geo climate changes and chess is going on were finding america is getting attacked. Companies got to step up and take this more seriously. Thats chairman and ceo of fire eye. Boy, they have a ton of business. Unfortunately they have a ton of business. Theres nothing we see stopping. Maybe a they can offer prevention. Well be right back. They can offer prevention. Well be right back. They can offer prevention. Well be right back. Were seeing something amazing. Massive consolidation. Pretty much a huge deal every single week. This mornings acquisition cvs bought omni care. Its one more transaction of whats going on. Were in the early innings of these mergers. It provides care to Senior Citizens particularly in assisted living facilities. This is going to be more massed as baby boomers keep getting older. Less of a drugstore chain and more of a health care provider. This is like more brick and morter. Cvs rallied 2. 42. Rallied. Thats amazing. Shows the market loves deals like this at any price. How many bankers got calls from this industry saying give me a shopping list. I want my stock higher like cvs. Earlier, that too was greeted positively. That will catalyst 2016 growth. I think its the term of blue alliance. Former partner of walgreens. I see no problem they merge. Walgreens merger is not that long ago. That was different management. I think this wants to make a deal as soon as possible. It wouldnt surprise me to see more consolidation in the world of health. Do we really need sigma and United Health . I see a world five becomes three. Now a rampart talk of mergers in the drug companies. Yesterday suggesting pfizer may be merging. There was a time no major would put Something Like that. Now its a give got to do it. Think of combinations. Weve come to expect value is always about pouncing on some company in the industry. Stock is going up a lot. Even after the biggest deal in 2014, we hear ceo sand areas is queuing up another deal. Why is this happening . Too many bashing in each others heads in the health care sector. Second, many consumers like hospitals and doctors dont want many providers calling. They want two or three. Third, government has gotten stingy. Many companies cant make the long term profit forecast. I reiterate i like rite aid. Im asked about it more than any other on twitter and cramer. Any deal it makes will be viewed positive just like omni care that cvs did. I think you must own a bio tech or pharmacy manager. Its all i hear. Thats only involving the players ive just reeled off. Heres the bottom line. Every time theres a deal many this sector the whole health care moves higher. Own one of these. Health care is the single best group in town. I think its going to get better as the year rolls along. Why dont we go to francis in florida . Caller i just wanted to say i believe in you and your staff. Youre all so talented. Thank you for all your help. Ive got the best staff in the world. Absolutely. No question about it. I would like your opinion on the United Health care. Okay. When i look at the landscape of hmo, anthem sigma, United Health united is probably the most expensive dow stock. If i put in position now and it came down that would be brilliant idea. I want to go to mac in south carolina. Caller booya from the low country. Hows it going . Watch your program all the time. Think you do a great public service. Ive been watching it for a long time. The question is visa. I bought visa back in march before it split. Right. I love reading about what theyre doing. Always on the go with something. Im not crazy about the dividend. Im wondering what do you consider short and long . What is 18 months . This is the story first of all. Thank you for kind comments. Visa charlie runs this company. There are people i wrote a book called get rich carefully. People came on the show i like. If it had been people i met and talked to in Certain Industries charlie would have been on that list. That guy is bankable. Hes made visa into a growth company. Its inexpensive and should be owned. After that split, i was grateful. People werent willing to pay high dollar. Visa is for me. Joint profits, seeing big moves in health care. Owning a drug or bio tech is must for you. Much more ahead including my take on pay pal spin off. You dont want to miss this. Time to check your portfolios. Havent done this late. Its time to play am i diversified. We have the always electric lightning round. Stick with cramer. Tomorrow kick off the trading day with squawk in the street. It all starts at 9 00 a. M. Eastern. Last september ebay did the right thing and announced it would be breaking up spinning off the pay pal division as a separate company. We continue have the specific date for the spinoff. I want to get ready and want you to be ready for it. When ebay expected a month ago, they expected it sometime in the third quarter. Were talking the near future. Why do we care about this ebay breakup . Im not at all enthused with the smaller Online Market business i adore paypal online paying business. E