Just to entertain, but to coach and teach you. Email me or tweet me jimcramer. This trump trade, the dow advancing 36 points, s p climbing. 02 , and i think the president is starting to confuse the heck out of everyone in the business world. This show is about investing not politics. Tru you should not invest based on his musings. Stocks are going up because of self help and because of mergers. And there are those that are going down because of the uncertainty created by the president s tweets and the casual comments about the rest of the world. Im not sure that the president understandings that his words carry a lot more weight than they did when he was a private citizen. For example, when you say out loud that maybe the big banks should be broken up. When you say that the government should be shut down in september, youre sending a message, im a provocateur and chief who doesnt know my own power. Wall street has gone from believing that trumps going to save American Business to wondering if American Business can handle the erratic nature of this president s announcements. Can the country plan on a onetime phoned in tax plan that seems to have few friends in congress . Can the modern day ceo less onerous for business. Lets be honest, it sure isnt what most investors expected when trump came in guns braising vowing to help American Business and american companies, the datas pretty clear, domestically were pretty sfag nant. The incentives are too high, the supply too great, the used car prices too low to believe that the Auto Industry can give us some oomph. Without any business friendly legislation coming, that aint happening. Gross domestic product, a fancy name for how much business is getting done in this country, it slacked off to a level where its getting increasingly hard for the fed to justify raising Interest Rates twice this period and thats something i have told you time and again the banks need badly. It sure doesnt help by the way if you now need to worry about whether your bank could be broken up. I dont care about the idle talk thats backed up by people willing to testify that the banks are too big as a result of the recession when banks were allowed to merge in a consolidation of power to keep them from going under. But the market continues to go higher. Why . Thats not a stupid question. In order to get your stock up in this environment, a ceo has to do one of four things, one, break up your company into frat entities to bring out value, number two, buy companies that augment your core business in order to grow, three, from a sizable business in europe and asia to offset american weakness, or four, have a better mouse trap that the customer loves. Every stock that roared today had one of those boosters going. Barry dillard, of iac interactive has had many moving parts over the year. Yet dillard doesnt get enough credit more making these moves. Ugh iac bought angies list, an overlooked division that prescreens and recommends profession professionals. Maybe only dillard can spend 570 million drbuying angie list as home advisor will now be its own stand alone company. Bravo. How about two, buy some Additional Companies to augment your core business. That whats Martin Marietta materials has done. These bills have transformed it from a tiny regional player to a company with businesses in every fast growing state. Thats why marietta acted like a fast growing tech stock. The numbers here suggest that this company isnt waiting for the president s infrastructure plan to pass or fail, because of that genius speaker paul ryan, and theres no way this congress will every pass a gigantic infrastructure bill. Martin marietta knows that and thats just fine. Third very companies with exposure to the rest of the world thats proving to be their savi savior. Cmi delivered such a fantastic number, that i was thinking how can i be so wrong about the american truck market . Whoops, turns out i got it right. North american engine shipments declined by. 05 , but International Ships increased by 7 . International ventures came in at 1. 1 billion because of growth in china. Industrial demand for medium and heavy duty trucks in china decreased by a staggering 73 , aided by aggressive Infrastructure Spending and truck replacements even if you didnt see nit that number, somingsome ing oog gat number. Finally theres number four, the better mouse trap, apple reached another alltime high. Why . Hey, you know what it is . Its called a better mouse trap. It looks like this. The Worlds LargestCompany Reported after the close and even before the cyber ink was dry, we heard that while the headline numbers were better than expected, there was disappointment in the numbers sold especially in china. Listen to me, heres what i have to say, if youre going to play this hand set game, youre going to fry to count every sing m one of these and try to pin the tail on the number of units sold and hold it against apple that it sold 1. 2 million phones that some thought, even as inventories were down big, totally explaining the differential, then you shouldnt be in the stock. If you are going to assess this company as if it is one phone away from deaths door, then by all means sell it. Throw it into the whatever, okay, boom. Dont throw my phone, though. Dont. That is if you didnt sell it at 93 last year or 103 or 113 or 123 or wherever else guided your thinking into thinking into trading or selling it. Thinking, these are called quotes. With a price differential way below the average stock, with a gigantic buy back that you are more than welcome to sell into. And with a potential for repatriation of tens of billions of dollars at low tax rates, if the president and congress can see eye to eye on anything. I say be my guest, buy, buy. But after scrutinizing the quarter, im sticking with my long held view to own it, dont trade it, particularly with a new iphone coming out in not that long a time. And dont forget, warren buffett, who has a lot of firepower, he agrees with me and hell boe on cnbc from kw6 to 6 00 to 9 00 monday. Getting held in front of congress, as oscar munos is today. I think this was one of those can that is rightic experiences, and it will come again when buffet praises them again. United continue known tall was up more than 5 , i guess you should go in front of congress tomorrow. Its got style and new brands, besides just coach and handbags. We all know it was an upside surprise when selena gomez wore a dress that i couldnt afford or couldnt not like theyre going to give me a ticket. But in an environment where Donald Trumps trumping himself with inconsistent pronouncements that are throwing off pretty much everyone, it pays to merge, it pays to spend, it pays to sell internationally or it pays to produce a better mouse trap. Without one of these, all i request say is good luck, lets take calls, lets go to austin in big mo. Austin. Caller whats up, jim, what do you think of yelps Business Model and where do you these they are in five years . I think yelp put up a big dinner, hes going to have to fight to keep that company in his own hands, i think someone especially will probably want to buy it. It pays to merge, spend, sell internationally or have a better mouse trap. We have seen day after day of new highs on the nasdaq. Now im drilling into the tech heavy indeck, how about stock as diverse as ford, macys, verizon, they may all be driven by one significant number. And home away, its name sake expedia brand, im taking a trip with the ceo of this travel giant that doesnt do a lot of tv. I say stay with cramer. Your Insurance Company wont replace the full value of your totaled new car. The guy says you picked the wrong insurance plan. No, i picked the wrong Insurance Company. With Liberty Mutual new car replacement™, you wont have to worry about replacing your car because youll get the full value back including depreciation. Switch and you could save 509 on auto insurance. Call for a free quote today. Liberty stands with you™. Liberty mutual insurance. On a perfect car, then smash it into a tree. Your Insurance Company raises your rates. Maybe you shouldve done more research on them. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch and you could save 509 on auto insurance. Call for a free quote today. Liberty stands with you™. Liberty mutual insurance. Right now we have got a raging bull market. Which is one of the reasons why i agreed to come out here to San Francisco. Just since the election, tech heavy nasdaq is on fire, its running from 5,000 six months ago, all the way up to 12,000. Tonight were going off the charts with the help of ed up poncy, he used to be my colleague. Lets get a better understanding of this amazing tech rally and whether it can continue. This is the s p 500 on the top and the nasdaq on the bottom. As you can see, one of these pictures look, a heck of a lot better than the other. While the nasdaq is as v diversified as a market gets, the tech laden nasdaq has held firm near the highs. As the s p was declining, the naz was trading sideways, so when the whole market got a lift late last month, the nasdaq ended up at much higher levels, to make a series of new highs, including one today. Meanwhile the s p still has nn been able to clear the levels from last february. Some are starting to think, maybe it doesnt have it. What makes this more impressive is that some of the tech houses that are popular, are also heavily weighted members of the s p 500. In other words the stunning rally in the nasdaq are more than just about these high profile stocks, even though you see them den greated as being part of those groups, which begs the question, which groups are responsible for the recent outperformance . One of those is software, so why dont we chart software . Look at this, just look how this chart compare toss the power shares qqq. Thats in red, against the i shares north american tech software, igb and thats in green. The 500 has consistently strips out all the big financials that in the index. When you see the nasdaq outperforming the s p 500, its clear that software is beating the rest of tech. Lets start with the largest player in the space, lets start with microsoft, which you know i thought had a great quarter even though the stock went down. For the past eight months, poncy points out that microsoft has consistently bounced back. This is so consistent, charters love this thing. Poncy these this is making an excellent buying opportunity, although with microsoft up 5 from those levels. And after the good quarter it reported, maybe you need to be patient before you pull the trigger, i mean that is a little bit far from the 50day. Poncy does think that microsoft is pretty major bought. Traditionally any reading above 70 is considered overbought territory. Poncy notes that when microsoft got overbought in the recent pass, your best course of action has been to wait for the stock to come down. Youll get your chance to buy closer to the 50day moving average. Maybe we can get it right here, maybe thats possible. Of course its not just microsoft. Just last night, we spoke with the divisionary ceo of salesforce. Com, cloud king. Look at this, the stocks been on fire, as you can see from the daily chart. Poncy points out that the daily another ones doing the same thing, but more important, the stock has spent the past month performing a bully consolidation pattern. Its done so on low volume, which poncy says is pretty normal. Right now they think that traders are waiting for salesforce to break out to the up side on high volume. I like salesforce and if youre going to wait, i suggest a pull back so you can pick it up on weakness, but if you dont get a pull back, and you dont already own it, youve got my bessing to put a partial position on now because i think this is too good a level, its been really consolidated for a long time. Microsoft can just go up like that. We cant ignore the move on adobe systems, this is the Digital Media and Software Company thats been moving into artificial intelligence, which is a key position in my charitable trust. Adobe has been on fire, its up more than 30 year to date. I think its emblematic in whats working in the space. Poncy particularly likes that a couple of weeks ago adobe broke out from an ascending triangle to reach a new alltime high. And its been making new highs ever since, but if you didnt make it, poncy suggests the stock to pull back to a 20day moving average, where its found support in the past. At the moment the floor is down about 141. Since this is a shortterm moving average, this is another stock i just adore, although i agree with poncy, let it cool a little. I just dont know if it will, its been red hot. The charts as interpreted by ed poncy is that this fabulous tech rally is being fueled by broad strength in the software industry. Based on that strength, he likes microsoft, salesforce and adobe. Same thing as red hat, that one looks good too. And i think because of all the power in those names, this move, its far from over. Much more mad money, and defining the future in your future, wow, including one metric that megin tay begin to kohls and macys. What this could mean for your roar investments. And paypal added a word to the english language. Will this innovator of a Cashless Society keep cashing in on our individual dependence on plastic . Stick with me to find out, stick with cramer. What can 5 do for you these days . Is it something you can live with seeing that our Gross Domestic Product is down with no hint of a pickup. We know the payoffs are safe for now, what we dont know is if the yields are enough to keep the bear at bay and protect your principle. Consider the case of verizon, att, kohls, every one of these compani companies yields a dividend of 5 . Very rise son just reported, they lost 300,000 customers, if att reported before very rise s verizon. And tmobile which picked up an astounding 1. 1 million customer force the quarter when everybody else was losing, i have felt good babout the dividends from att, this was the First Quarter that you realized that att really needed to buy timewarner, because its growth is not just elusive, its nonexistent. And verizon ought to buy aol. Att stock is down a little more than 8 for the year, but its still 3 off its lows. I think those 3 points could be surrendered. Verizon is down 3 for the year, its tempting at this level, but the comments coming out lately about merging with pretty much all comers smacks of desperation today. Dividend stocks are supposed to be safe. These dont feel that way now. When i spoke to mark ford last week, i think that ford is going to generate a ton of cash for the rest of the year, theres just one problem though, ford isnt forecasting an up year, something thats pretty much confirmed by last weeks auto numbers that were announced this morning. Who in this market is willing to own a stock where the company is saying 2017 isnt the year that the company can earn. The good news, after todays thrashings, i dont see fords stock going that much lower. But you meet some up side on the stock and i dont know where thats going to come from. Autonomous vehicles are way too far off for these guys, but the spending for them is in the here and now. How about these department stores, probably the best category here. I know their Business Model seems broken. We know all the death of stories, however i also think that the traffic seems to trough in february, thats right, february was the bottom. And you might very well get a trade out of these macys and kohls when they report thursday. I think macys can support their stores, the stocks down 18 for the year. Kohls, i actually think can do well, and with the stock down 17 for the year, i find it down right tempting and ready to run. Slim pickings for us all. These companies didnt fall so low because the companies behind them are doing well. But i can go with kohls, which means i want more yield before i can give the stocks my blessings. Were going to dave in arizona. Caller jim, a long time fan, my stock today is home depot. Its valuation is high and its got a Earnings Report may 16, i wonder if i should take profits or please dont take profits, its in the sweet spot of my fixing up your home theory, its also gardening season, we have got some good weather across the country that,s going to do well. If youre a homeowner, buy some and if it comes in, buy more. Thats how good that particular company is. Is it a cushion or a trap . That ees what you have to ask yourself when it comes to these 5 yieldses. Im going to sit down with one of my ultimate faves expedia. Then im talking with the digital car innovator paypal, about its path from the Payment System of ebay to paving the way for a Cashless Society. Come on, man, we got a nonstop, fast fire, west coast edition of the lightning round so stick with cramer. Hey, the future, whats her problem . Apparently, i kept her up all night. She said the future freaks her out. How come no one likes me, jim . Intel does just think of everything intels doing right now with artificial intelligence. And pretty soon ai is going to help executives like her see trends to stay ahead of her competition. No more sleepless nights. Were going to be friends im sorry about this. Dont be embarrassed of me, jim. Im getting excited about this we know the future. Were going to be friends because were building it. So we know how to cover almost alanything. Ything, even a coupe soup. [woman] so beautiful. [man] beautiful just like you. [woman] oh, why thank you. [burke] and we covered it, november sixth, twothousandnine. Talk to farmers. We know a thing or two because weve seen a thing or two. We are farmers. Bumpadum, bumbumbumbum there goes my sensitive bladder. Sound familiar . Then youll love this. Always discreet. Incredible protection. In a pad this thin. I didnt think it would work. But the super absorbent core turns liquid to gel for incredible protection. So i know im wearing it. 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