20th anniversary of amazons ipo, a lot of people are musing about how so mathis stock evade most investors. Why dont we leave amazon alone here. You either caught it or you didnt. I still like it. I think it can go higher. It went higher again today. I want to zoom out and discuss some stocks that are hot in todays market. And why its so darn hard to stay in them, even though i think they could be incredibly rewarding. So listen up, lets make some money. Amazon was home depot has been a fabulous performer for ages. But we have all heard the drum beat that amazons finally gotten to home depot, that people are buying housewares and gardeninging equipment online, therefore home depot had to miss the numbers. In some cases that may be true. However this morning home depot reported the best numbers of any major retailer. So much for the short fall thesis. That makes this stock the exhibit a for why people sell winners, theyre scared. Yet home depot isnt your typical retailer. For starters its not in a traditional mall. Which we know has become the kiss of death to retailers. The professional drove the up side this quarter. The reason . Because its much easier to pick up big bulky items at home depot as opposed to buying them online. These guys come with pickup truck, they can do it. The other reason the amazon immunity makes sense, home depot is really levered to the value of your home, and the scarcity of homes. In the fabulous Conference Call today, the amazing ceo pointed out a statistic that captures the real trend here. There are 76 million households in the united states, and of those, there are only 3. 2 million who have negative equity in their home. If you go back to 2011, 11 million of noes homeowners had negative equity in their home. Since 2011, homeowners have enjoyed a 113 increase in wealth, which amounts to 50,000 per household. Given that increase, and the fact that theres only 3. 8 months of inventory, we used to have double that in the great recession, tom may conclude that, and i quote, i think that leads into people thinking remodel versus move, end quote, there you go, thats what home depots about. Now lets ask what kept people from owning home depot at the bottom of the recession . I would say that at every turn, you had a stock that got ahead of itself on good news, and then to pull back, because of some event or moment or quarter that turned out to be irrelevant or just plain wrong. I think the action of the stock, the declines in the stock after huge jumps cause a lot of people to sell it and be grateful for a good gain instead of holding out. If you own stock in home depot, you should know that youre never going to get rid of the amazon worry, it is always going to be with us, even as i have explained that the company is levered to homeowner ship, not online convenience. Finally the biggest reason people are selling stocks, washington. Thats right, washington. These days people constantly tell me, i talk to the street constantly. Heres what they say, hey, cramer, youre crazy to want to own stocks, its insane whats happening with washington, comey, russia, intelligence leaks. If you listen to the left, you think that trump is some manchurian candidate. If you listen to the right, you think somebody should be prosecuted for covering this story. But you know what . I actually more like sam garard in the fugitive i dont care. Its not a reason to sell home depot, if the stock were to go down on trumps tweets, its a reason to buy the stock of home depot because the stock is levered to housing, not the white house. Wrong house. I think the way the stock was heading in the afternoon, its hea headed lower. Next up, how about advanced micro devices, amd was at 4 last year, now its at 12. 50 zlrz. All right, what made that 4 into 12 move so inaccessible . First, amd had a bad Balance Sheet. As the stock went higher, the company had to sell a lot of equity and acquire as sets. Amd used to have a terrible reputation for faulting when you thought it was going good. Intel missed numbers a couple of times, that knocked the stock down, as did the total prow wes of amds gaming competitor. And amd reported a really horrendous quarter. It was hard to believe it could ever recover because it was simply horrific. But i think the last quarter now represented a shakeout and the stock has now come back to life after that analysts meeting today. Its now on video which has a lot more going for it. And amd is not a bust, its at. 75, the stock could be at 15 within days. Alphabet, the parent of google. Heres one thats been almost impossible to hold on to, because of the headlines, the press, what the analysts say. Just in the last few months, think about whats been thrown at you if you own shares in this country. We heart endless chatter about how alphabets whole ad business is falling apart. Because big advertisers are pulling out, as they dont want their ads to appear against hate speech or porn. So youtube is done. Headlines, articles, a lot of trees were killed by this thing. I told anyone who would listen, which was nobody, that alphabet said it would have the situation under control in no time. Like dump on, dump on me, whatever. As it turned out, i was dead right. The business is more solid than ever, and selling the stock was a mistake on anything youtube relate related. At the same time that alpha was being hounded for ad placement issues, it continued to spend money on these thing that detracted in its profitability. And nothing more than waymo, the selfdriving car. I have said that alpha is way ahead of anyone else in this business. We heard that ford motor is willing to partner with waymo. And it came from rogerary. Right now ford is spending hundreds of millions of dollars to develop selfdriving cars, if it partners with waymo, it could make hundreds of more millions of dollars. It would be a major Profit Center for alphabet. In fact the news itself about ford was a reason to buy the stock of alphabet. Nobody cared. Home depot, amd, alphabet, and three stocks i think are not only worth owning but buy, buy, buy. Its tough to find winners and more important its hard to stay in winners as they go high er. Keep these three stocks in mind the next time you decide you have had enough and you cant take the volatility anymore. Im going to sri in north carolina. Caller booyah, jim. Im a firsttime caller, and i got all my education from your audio book. Get rich carefully. My stock is tjx. After listening to your show, i took a small position in tjx before earnings and right now its 4 down from where it was all day today. I want to pull the trigger and buy some more. We have had a lot of soul searching today. I have a club Conference Call tomorrow, ive been soul searching and i agree with matthew boss, that youre going to be selling it right at the moment where theyre just going to get all that merchandise from macys and pennys. When i say soul searching, tjx missed and i carried it around like a lead weight. Lets go to tim in california. Caller booyah, jim cramer. You know, i just want to say, its a pleasure to talk to you, ive been watching and listening for years. I would rather be where you are and talk with you than be here in jersey. But we have to make do with what we have. Caller isnt that the truth . Anyway, fully agreed on that. I have been looking for the best of breed in the Money Transfer space. Okay. Caller i found Global Payments inc. Tim, youre another guy, its like our scrviewers are smarter than i am. Ive been recommending mastercard and visa. This company is a winner and you got to stay with it. Even at a 52week high. Even a guy who follows our show more than i do. I should retire and it should just be a group effort. I get it, sometimes its hard to stay in a good stock as they go higher. As we saw in amazon and alphabet, amd. The tech market has been sunshisurging with names both young and old participating in the move. But one stock has been left out. Maybe its time to reconsider qualcomm. Then the stocks the Biggest Hedge Fund bought and sold during the first quarter, oh, my, we have to do earning they say . Or maybe we shouldnt. Ill check the foundation of the group with one of the leading players in the space, i suggest you stick with cramer. Finding time to get things done isnt easy. But weve got the Digital Tools to help. Now with xfinitys my account, you can figure things out easily, so you wont even have to call us. Change your wifi password to something you can actually remember, instantly. Add that premium channel, and watch the show everyones talking about, tonight. And the bill you need to pay . Do it in seconds. Because we should fit into your life, not the other way around. Go to xfinity. Com myaccount. We know that tech has been on fire lately, and nasdaq another high, especially the red hot semiconductor space. Chipmakers pretty much hitting new highs on a daily basis. But there are a few stocks that have remained conspicuously absent. Qualcomm is a company that is in the business of semiconductors, but qualcomms stock has just been a total dog m since the beginning of the year, the nasdaq has rallied 17 , but qualcomm is down 7 . So could it be time for qualcomm to play catch up . Tonight were going off the charts with tim collins whos had a really good record with tech stocks so far this year. You can see qualcomms stock has been stuck in a rut for most of 2017. Its doing absolutely nothing. It got pole axe back in january. From the 60s to the low 50s. And its been trading between 52 and 59. Never filling that gap we saw four months ago. Collins believes that qualcomm could soon see a definitive change in trajectory, the reason . First of all the stocks 50day moving average has flattened out lately, to where it has moved just above the top of an ascending triangle pattern. Why does that matter . Because collins think this key moving average could be a great trigger, if qualcomm stock can just break above it. Something thats nearly a reality, that the stock is 10 cents from bussing through its 10day moving average. Collins like its chances for a real rally. Admittedly qualcomm did this already, if we go back and look at march, you see it had that calm right there. And a few weeks later, it just came right back down, it was a suckers rally. What makes the difference . According to collins its all about the slope of the 50day moving average, in march it was still declining, now its nice and flat. That means if qualcomm pushes higher, it will run up alongside this moving average. And you look at this volume indicator, looks at volume show to predict changes in a stocks trajecto trajectory. Suggesting that qualcomm could soon be ready to roar. At the very bottom of the chart, vortex indicator. Its actually a technical tool that uses two different oscillators that spots early trend changers. As collins points out, it meat a bullish cross over a few weeks ago. The last time that happened was in february, and qualcomm rallied 4 bucks. So if qualcomm tags on another buck or so it will take the stock to 57 and change and wills it will break out of the moving pattern. Collins thinks this 55 stock is very close to a big move, could very quickly climb to 59 boom like that. What about the moving average . Collins says this tells you more about the risk and reward of owning qualcomm stock. It was not very pretty given thesee this shade in gray . It represents 65 days. At the moment the stock is very close to crossing above that key legal. And just like we saw with the 50day moving average. On top of that, qualcomm is close to a fibonacci replacement level here. Hes the medieval godfather of mathematics who many technicians adore because he discovered a series of ratios that appear over and over again in both nature and bizarrely the stock market. Right now qualcomm is just a dime away from the stocks replacement of its or a ceiling of resistance. The retracemes if we can get a close above that average, collins thinks it could go to 69. If qualcomm sells off for below 52, thats another key level and collins says you got to cut your losses, wow, so we see it at the different legals. Again in march qualcomm tried to rally, and its always looking at what failed. But just like on the daily chart, collins believes we have a much more bullish set up today than we did a month ago. Another momentum indicator tells you when a stock is overbought or oversold. Collins points out that this stock has made a bullish crossover. Meaning were still a long way from being overbought so we have some room if the stock starts running. Then its the oscillator down here, its a complicated tool that looks at the number of buyers and sellers in a given doing. This one has also made a bullish crossover. Which will serve as a trigger telling all the other chart watchers out there that it is time to buy the stock of qualcomm. If we get this trigger, a qualcomm could climb to 68. While qualcomm has caught fire, the stock has lagged dramatically behind its peers, and given all the diverse indication away from cell phones that the company is getting, it wouldnt be at all surprising if qualcomm can levitate above the group. Icahn was right to sell apple at 75 bucks. Im checking out a home that could put you on solid ground. And its a company that has 18 billion in loans and it just made the fifth annual disrupp for. [vo] when it comes to investing, looking from a fresh perspective can make all the difference. It can provide what we call an unlock a realization that often reveals a better path forward. At wells fargo, its our expertise in finding this kind of insight that has lead us to become one of the largest investment and Wealth Management firms in the country. Discover how we can help find your unlock. Heres the problem with piggy backing, hedge fund extraordinary, a smart buy, buys some allergan. He buys a ton of Bristol Myers. Jana offloads most of its Bristol Myers stake. Maybe its time to sell, sell, sell. Yes, its 13f time where funds disclose their holdings and investors might want to piggy back, theyve done the research, right . Why not tag along for free, what an opportunity. Its a time honored concept. And with the concept of hedge funds, even though theyre a group that underperform, its amazing that we still actually care about this nonsense. They arent telling us anything, they arent advising us. And for all we know theyre selling these stocks for any number of reasons, including if they have a profit or if they have redemption, maybe what they sold, they just bought it back. We have no idea. Just in case you think im crazy and these people are worth piggy backing on. Back in 2013, we learned that carl icahn sold all of his stock in apple when it was at 75. What was he worried about . He said i am worried about china, so he dumped the stock, heres whats so interesting about this, sure, the obvious is true, it was a terrible time to sell apple, the stock was at his bottom. Plus Warren Buffett decided to buy a ton of apple making in large position. But put all that away, forget it. And forget how many people want ibm because of buffet admits he may have been wrong about the company. If you sold apple back then at 95 because of carl icahn, he doesnt deserve the blame, you do. There was a slowdown in the peoples republic, and indeed it did hurt the companys sales, and it mattered. It was offset by other factors, since then china has gotten stronger. And carl had a gigantic gain in a stock. Its a cardinal sin to turn a mag icahn did what was right for icahn, he doesnt work for you, he has zero fiduciary responsibility to you. None. I consider it a gift that he even tells you what hes up to. The lesson should be crystal clear. Whether it be Bristol Myers or apple or any other stock, you must do your own home work. If you follow the big boys, youll end up buying high and selling low. I want you to recognize, that while you may not be a fulltime money manager, theres no reason whatsoever you have to be a fulltime amateur. Bob in connecticut, bob . Caller booyah, hey, jimmy. Yeah. Caller over the last 30 years i have accumulated significant equal positions in both coke and pepsi. Would the soda tax expanding and accelerating, should i start taking profits and sell off some pop stock . First if youre up a lot and nobody ever got hurt taking profit. Bulls make money, bears make money, and hogs, they get slaughtered. I like the prospects under the new ceo and my travel trust has a very big position in soda. Its just a good idea. I want you to take a little profit, but not because i dont like the stocks. Kenneth in oklahoma, kenneth . Caller a big booyah to jim cramer. I had a question about american airlines. Aal. Look, i like aal, but i got the travel trust southwest air, i think that southwest is the best of the bunch. Garry kelly is always welcome. As a matter of fact sometimes when i take over a summer, occasionally i do take off, gary kelly should be running the show. Hes the best Airline Manager there is. Activist investors do whats best for them, not necessarily whats best for you, as we saw in icahn an apple. Home sales just hit their stronger sales pitch in decades. And then from space travel to streaming music, the cnbc disruptor list. And rapid fire, tonights edition of the lightning round. So stick with cramer. When this bell rings. It starts a chain reaction. Thats heard throughout the connected business world. At t Network Security helps protect business, from the largest Financial Markets to the smallest transactions, by sensing cyberattacks in near real time and automatically deploying countermeasures. Keeping the world of business connected and protected. Thats the power of and. What do you do with the stock of a company that has very strong fundamentals, but also needs to deal with a serious overhang for investors who want to cash out. Tmhc, the home builder that was taken public by a group of private equity firms back in 2013. This stock is on fire, in fact its rallied more than 70 in the last 12 months. They reported an excellent fourth quarter. On the other hand, we also know that Taylor Morrison has done three separate 10 million share offerings in the last year. So far they havent stopped the stocks march higher, whose shares are up a few secents. There could be more deals ahead. It could be difficult to navigate. Even if the stock isnt diluted, it represents Insider Selling only. Lets go to the chairman and ceo of taylor homes, ms. Palmer, welcome to mad money. Very good to be here. First we had some numbers this morning, april Housing Starts fell short of consensus. Its been about four weeks since that report. Are you seeing any of the weakness that were in those figures . No, im not. Its hard to look at a snapshot of a month. But if you look a