motion." the next chance to make a trade is sunday afternoon. we will see you back here next friday only on cnbc. i'm jim cramer. welcome to my world. >> you need to get in the game. >> go out of business and he's nuts. they're nuts. they know nothing! >> "mad money." you can't afford to miss it! >> hey, i'm cramer. welcome to "mad money." welcome to kra mer ka. other people want to make friends, i am trying to save you money. my job is not just to entertain you. but i have to coach you, teach you. call me. 1-800-734-cnbc. the dow gained 24 points. s&p 500 rising 2.4%. nasdaq advancing 6.1%. i am sure the sell in may and go
away people will be squawking all next week. i'm tired of that. however, i got a better theory. how about this. sell bad stocks in may, buy good stocks. too simple? too intelligent. which ones are good? all week we looked at ones with the best earnings. best way to handle it than take action instantly. the most important piece of data we get next week will be the labor department's unemployment number friday. that number if weak could roll back any gains we might get from all the individual pops of the stories that i am about to tell you about. yes. but if we get a strong one, they'll fly. a weak one, you can get everything here on a discount. it will be like going to the day old bread store. you been warned. dollar trade. with that in mind, what's the game plan. monday morning, a lot of these are companies we talked to in the show, so i feel pretty good
about them. monday morning is an example of that. we had the ceo of harman. he talked about how the auto market embraced his product. the parts makers sold a lot of cars. they have become a necessity. bet we get a good number out of harman. after the bell we hear from one of our favorites, sba communications. gigantic cell tower company. more data, more problems. the solution in putting out more antennas. that's why i think they have a great quarter. tuesdays, going to feature my favorite companies. domino's. fabulous dividends. remember this bio stock? now we have controversial names to go over. first, cummins. this is a battle ground because the truck business was in market
mode, now we're not sure. the commentary is decidedly mixed. given it had long term trends, they may not be a good buy. quarter. getting too many bear inputs. likes of navastar. caterpillar. you know what i want to do? stock is up big. take profits ahead of the quarter. then emerson. i used to idolize this company. industrials have been excellent. eaton, honeywell, had them on, emerson has been lagging stocks. company reporting disappointing numbers. i take profits ahead of the quarter. i fear that disappointment. i tell you to take profits ahead of chesapeake tuesday, but nobody has profits in it. we need to hear real explanations for what's going on at this company. while many say the ceo may have
to step down, i think that's unlikely. chesapeake needs money to keep going. i don't know who is giving it to them. they may have to have a fire sale of premium assets. wednesday, one of the gross stock reports, allergen. their break through migraine drug may not be that effective. if you have chronic migraines, you go for their product. i want to hear from the bankable ceo. why he will tell you the numbers are better for botox derivative pipeline. this stock always always trades down. it happens over and over. if you want to get into allergen, wait until thursday to climb. do not pull the trigger that day. when we get results from clorox, i think we'll hear they plug along with products while paying that juicy dividend. you know we at "mad money" have
tremendous respect for the ceo. i am confident he will deliver on expectations. you talk respect for chief executives, i don't talk about this guy enough. runs time warner. stock is only up 5% for the year. that's not that much. i think we'll hear good things. this is a closet play, could be right for a big move. the risk for time warner is probably the best for every stock on the board, because i don't think there's a lot of down side. want a sleeper? cvs, going to that later this evening. their main competitor wal green's is losing customers because of a tiff with mail order prescriptions. you can gap up on a good quarter with excellent commentary. 50 anyone. surprise stock of the week? maybe gorman.
we heard about the personal gps devices selling like flap stacks. short sellers can't get enough of garmin. they keep saying gps prevalent everywhere. i bet garmin does well when it reports. if oil trades up wednesday, continental resources, clr, started to recommend last summer, take a look at it. you get crude flying because inventory is loy for oil, continental flies with it. we hear from one of the most commercial companies more than green mountain and chesapeake, hearing from green mountain. i am going to defer to herb greenburg from street signs on this. he thinks there's too many questions need to be answered. and i think they'll be answered negatively. i want you to take a pass on green mountain, as tempting as it may be because it is way down. thursday brings companies doing well and will continue to do well. talking air gas, tar data, aig.
air gas turned over a takeover bid not long ago. with the ceo saying op this show he thought he could do better for you as a shareholder than that air products bid. many doubted the claim, we did not. stock hit $91 today. he is a sensational guy. would have left 20 points on the table if we had all gone and dumped it to air products. air gas is too hot for my taste. but if it comes in ahead in the quarter, may want to nibble. thursday, who is going to have the biggest blowout. which company will have the biggest blowout, not necessarily that stocks go up because it is up so much. it is from tara gate. this is in the middle of the big data farm business. every time they reported their stock skyrocketing, this one, too. this is the best of the cohort.
it will report a terrific number. great place to be if wednesday is a bad day. aig, they report thursday after close. the ceo will tell an amazing story. when he was here with us not that long ago, he sat here and he just wow, made me feel good about the steer. many of you were worried about the u.s. government having a stake in the company going back to the '30s, maybe they do sell, but i am confident what matters are the numbers. they're going to report a terrific number. it will be a terrific number. friday, earnings day. no. we don't care. friday we're focused on 100% the ememployment numbers. the weekly numbers up to it,
impossible to believe this number is good. gdp was screwed up, talked to steve leaser man. i don't know if you can trust it, people will trade off t i think it will be bad. traders beware. i suspect we will get tough employment numbers. investors, i have a game plan. use the week to buy great growth companies that had the best quarters as prices you consider lucky that you got. ken in florida. ken? hey, sunshine. >> caller: hey. >> what's up? >>. >> caller: cramer. boo-yah, t in florida. saw big earnings with expedia. could that be a positive signal for companies like orbits? >> no, i don't think that's good enough. what's good for expedia is good for price line. you say jim, thanks for nothing. wasn't priceline up a cool $28
today? divide it by 10. it is $76 stock. use this to your advantage. sell bad stocks in may, buy good stocks, but don't go anywhere. "mad money" will be right back. coming up, the right touch? this company's technology makes smart phones and tablets come to life. could its stock spruce up your portfolio? his exclusive with sigh press ceo next. and on further review from clean ex-to diapers, cramer is throwing up the flag to see how this consumer play has gone from worst to first. plus, the good life? cramer is decoding one biotech stock. could it map out a sequence of profits? he talks to the ceo of life technologies ahead on "mad money." money."
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america's beverage companies are delivering. tech is making a fabulous come back after spending most of april in the dog house. we could be witnessing the start of a major move. typically don't have one. but i think you're getting one in the semiconductor stocks. consider what happened to cypress. they make semi conductors on a ship. all kinds of end markers. used in mobile phones, tablets, terrific chips that power nonapple touch screens, type of high performance memory. cypress had a tough year. if they had a 10% haircut and three weeks ago april 6, last talked to the ceo on january 26,
he said business would be tough, would bottom first quarter, would set them up for a stronger rest of year. when cypress reported, the company delivered terrific results, surpassed lowered expectations. most important of all, cypress is book to bill ratio. that's how i measure the future. measures the orders versus business it can handle. shot up from .58 to 1.33. and that's a wonderful number. that means they have more orders than they can fill. and touch orders increase 25% from previous quarter, all suggest the revenues and earnings could be about to come back and come back with a vengeance. companies bank on big recovery in the second half with customer launches, it makes me think the recovery is yield. it shot up 14% from 1430 to 16. drifted back under $15. it could be a steal at these levels.
don't take it from me. talk to tj rogers, co-founder, ceo of cypress semiconductor to learn more about the quarter. tj, welcome back to "mad money." >> thank you. >> go over to the quarter. list tone the conference call, 85% booked for q 2 versus 65 previous quarter. that's not just what a snap back looks likes but what could be allocation mode. >> that's right. the only way we can screw up this quarter is to not execute properly. the market won't do this. >> we were going over what inventory means, demand versus restocking. you say this is demand driven. there's actual customers coming in, not just the distributors saying we need more stock because we used it up. >> yeah. the way we report, we're conservative.
we don't count sales to distribution. we can stuff the channel with a billion dollars, the revenue line would show zero. so we estimate with distributor partners what they'll ship. that's what counts. then we add what's shipped directly to customers and that's where estimates come from. >> you had a high gross margin given that low utilization rate. gross margin stays the same. that indicates that you almost serm again, if you don't screw it up will beat 18 to 20 cents. analysts are betting you won't exceed these numbers. >> well, we screwed up the first quarter and i did tell people in advance and we didn't screw it up as much as the warning we gave. but i think the street is reasonably conservative. i bet my own money that we are going to have better quarters
every one going forward. semi conductors is a volatile business. >> you exercise 500,000 shares, meaning most guys exercise and sell. you pointed out that you exercise and kept and paid taxes. you did this one other time with a million shares. where was the stock when you did it last time? >> i bought a million shares i announced in the annual analyst report that i bought a million shares at $3.08. somebody said are you any good at picking stock. this one i know a lot about. that worked out for me. this time bought a half million, paid 4.8 million after tax dollars to get it and hold it. >> sometimes that's more important than whether we think you'll beat the numbers or not. there's a quote in the transcript which says anything, the king of touch, anything newman's touch will be a
touch-screen in the future. you have more vision than i do. i sat there and said what does he mean. what do i currently touch that i would want to be -- isn't everything i want to touch already in a touch-screen? >> oh, no. you could have images on your watch. your gps can get touched. the television set you look at as a fixed picture. was a great story where a guy bought brand new guy i know bought a brand new screen and his granddaughter started going like this on the screen and said grand dad, the screen is broken. so everything that you interact with, buttons are going to be obsolete. they're going to look like horseshoes. every human interaction is going to be through touch. >> well, i know mr. donahue from ebay, one of my favorites, his
granddaughter, a bit of a visionary like you. one more question. i'm trying to figure out exactly what it is, what deca tech is going to mean. it is clear the way you split the company, knew this would be very big i think. but it was a found degree, i don't know where it fits in with the future of tj and cypress. >> we started the name, we are trying to do apple, or excuse me, do sun power gep. we make chip scale packaging. they take a chip. instead of putting it in a package four or five times bigger than the chip, put little bumps on the trip, put it face down on the board, put a lot of chips side by side. in cell phone, you can't make one this big without doing that. that technology is a fab technology. made like you make wafers. it is expensive. we're using sun powered
technology that makes it 50 times cheaper, sun flower solar cells are cheaper. we are going to make that chip scale packaging at the present times cheaper. that's why the company picked its name. there's also things i am not ready to talk about yet. we're talking about taking electronics, making things small and light weight jamming stuff together with cheap inter connect. >> that will be the next -- if you can save money like that and save heat and power, that won monumental. tj roger, president and ceo of cypress. looks like the breakout quarter for me. >> thank you. >> this stock, cy, get the good yield. he just bought a half million shares. doesn't that speak louder than anything you can possibly say with a company? stay with cramer. coming up, upon further
review, from kleenex to diapers, cramer throws up the flag to see how this consumer play has gone from worst to first. rst.eam ♪ ♪ ...stream, stream, stream... ♪ whenever i want you, all i have to do is... ♪ [ female announcer ] introducing xfinity streampix. stream your favorite movies and full seasons of shows instantly on any screen. find out more online. how did the nba become then. hottest league on the planet?
by building on the cisco intelligent network they're able to serve up live video, and instant replays, creating fans from berlin to beijing. what can we help you build? nice shot kid. the nba around the world built by the only company that could. cisco. according to the signs, ford is having some sort of big tire event. i just want to confirm a few things with fiona. how would you describe the event? it's big. no,i mean in terms of savings how would you sum it up? big in your own words, with respect to selection, what would you say? big okay, let's talk rebates mike, they're big they're big get $100 rebate, plus the low price tire guarantee during the big tire event. so, in other words, we can agree that ford's tire event is a good size? big big how did i get here? dumb luck? or good decisions? ones i've made. ones we've all made. about marriage. children. money.
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quick draw mcgraw trader, and believe me, investing is where big money is made, then you can't afford spur of the moment decisions. especially in the height of earnings season. when you manage for the long term, you have to take the time out to be reflective. cramer telling you to be reflective. ex-sten shall. you have to think things over. in fact, i know you can't afford not to do it. and that's why this week we have been running a new segment called upon further review where we look back at the best quarter from one week ago, using the hindsight, the benefit of hindsight and new information we learned. we throw the red flag, and find out if in the intervening seven days were as good as when we first saw it or better. the point i am trying to illustrate is simple. when a company reports, you
don't have to and can't make a snap decision. no one is making money that way. this is not 2011 snap short. no one has a gun to your head either. that doesn't exist. you can and should take all the time you need to do the homework and assess the evidence. truth is, best calls must never be made in the heat of the moment. after taking intervening week to think things over about who reported the best quarters, we looked at last friday. you know what we found was the best? i think we have to give it to kimberly-clark. kmb, consumer products, juicy 3.57% yield. guess what, talking kleenex, scott toilet paper, numerous brands of diapers like huggies, pullups, depends. birth rate declined 8% in the
last three years. we all love their products, yet to the surprise of many, kimberly-clark knocked it out of the park when they reported. a juicy up side surprise. analysts' heads were spinning. they expected another disappointment. that was as impressive the results were. at the time i wouldn't have called this the best quarter of the day. but in the week since the company reported, we have heard not so great numbers from a bunch of consumer product good and staple names, and it is this weakness in the rest of the accept tore that makes kimberly-clark seven days later really stand out. again, another reason it makes sense to revisit earnings upon further review at a later date when you know more about the cohort. you can rank them. consider what we learned today from procter & gamble. this was one held to be the undisputed best of breed player
in consumer goods. it disappointed, it was awful. second quarter in a row. cut earnings forecast for the rest of the year. lost its way, losing share in most markets. i think it will be forced to roll back price. they'll come in, have to cut price. no wonder stock took it on the chin, down 2.40. here is warmup closer to home. kellogg, extremely well known company, run from a charitable trust. monday, they cut out my hard and cut guidance big. that was three days before reporting another lackluster quarter. kellogg's margins squeezed by higher costs, consumers refuse to swallow, yes, higher prices. they struggled with weakness in europe, even though the business is supposed to be recession proof. i point it out because in stock game, it is everything. former best of breed athlete like procter & gamble is struggling?
it is amazing to see an alleged loser, i never thought it was a loser, i liked this stock since 1983. this kimberly-clark posted such terrific results. second stock i bought when i was a goldman sachs broker, bought amr, that went down, i said i'm buying blue chip. kimberly-clark. consider their earnings. use the lens of procter & gamble. knb under 1.20. drill down beneath that. a lot of numbers don't tell the story. kimberly-clark soared. here is the number i look for, organic sales growth 6%. 2% increase in volume, 4% increase in prices and shift into product mix toward more expensive stock. better stuff sold. that much better than procter.
they had negative 2% shift in product mix. unlike procter & gamble, kimberly gave solid guidance even though management said they may be conservative and may have to reverse it upward. begs the question how did kimberly-clark pull it off. some has to do with commodity costs. they buy 2.5 million tons of pulp. each 10 z per ton change is worth 5 cents in earnings. when the conference lowered the forecast, it is below prices now and projected from analysts. and there's the ultra low price we talk about of you guessed it, natural guess. that's hugely important raw cost. goes into plastics and packaging. it's no wonder kimberly saw gross margin rise by 250 basis points, 33.2%.
procter, fell. kimberly-clark is a vast emerging market business mostly flown under the radar until recently. they get 35% of sales from latin america and asia. personal care division diapers is kicking butt and taking names all over the world. 45% growth in china. smaller based. 25% growth in russia. 25% growth in latin america. what were they blowing their nose on? what were they using for diapers? maybe that's too granular. these numbers are staggering. they may have to revisit the forecast if trends continue. europe, i thought they cut everything other than their sleeves. this is procter & gamble's backyard and it is good kimberly-clark uses disarray of procter to eat their lunch. in the competitive environment in the united states, kimberly-clark took share in five of eight categories. seven of eight versus previous
quarter. other companies use international weakness as an alibi for disapointing results. heard from almost every company, kimberly-clark was upbeat about the global economy. talk about how reviews were slightly better than january, upgrading their view. not only did they have the best quarter, but still the cheapest. procter & gamble, 15, 16 times. knb giving solid return eep if the stock does nothing. it will do better when less than a point off the 52. i think house how old information is growing. the bottom line, kimberly-clark knocked it out of the park when it reported last friday. those reports openly more impressive when compared with the lousy quarter from procter & gamble this morning. i think it is a buy, particularly into weakness.
ruth in washington, d.c. >> caller: hi, jim, how are you. i appreciate all your help and advice. i would like to ask you as consumers, specifically as women, we're always interested in beauty products, and to that end, i would like to get your opinion on estee lauder. a highly diversified company, already split once this year. i would like to know, does it have room to grow? >> yes. this is the blue chip, this is the standard. did i not know this company had earnings, a year ago, it was at 50. and it split! i got to tell you, this company, estee lauder, if it pulled back, i would feature it nine ways to sunday, never seems to. you don't need a kleenex. the underdog on top. it is kimberly! cottonelle. it is squeezable.
stay with cramer. coming up, ride the lightning. take a nonstop thrill ride as cramer goes stock after stock. all your calls in rapid fire on the lightning round. later, the good life? cramer is decoding one biotech stock. could it map out a sequence of profits in your dna? he finds out with the ceo of life technologies just ahead, all coming up on "mad money." arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz.
are you ready? time for the lightning round. i want to start with jimbo in ohio. >> caller: jim, jim from new jersey. great show. >> i love those states. what's up? >> caller: mdrx. ouch, is it a buy, hold or sell. >> sell, sell, sell. i see that wholesale resignation, cfos leaving whenever, i feel there's nothing there. glad i put that in the sell block. i don't want you to touch it. jason. >> caller: thanks, jim. spectrum pharmaceuticals. >> it is just a spec. i will bless it for spec only. go to jean in florida. >> caller: yes, thanks, jim. thanks for sharing your wisdom with all of us in florida. really appreciate your help.
tonight i am calling about duke energy. i am concerned because it was downgraded april 25th by reuters. >> don't worry about it. i say buy duke. terrific, i like that very much. steven in new york. steven! >> caller: boo-yah. long island. >> i will be by there soon. what's up? >> caller: need to know about earnings. >>-year-old 7.7%. it is high. and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round, sponsored by td ameritrade. >> remember, tweeters, celebrating a milestone of 500,000 followers this week. i am, after all, now less than 10 million from catching ashton.
>> never see that happen. that never happens. >> ash, it is cramer. >> i don't think it always has to be personal. >> follow and tweet me. jim cramer # cramersweeps. they rest, relax, recharge, and now they roar! these are stocks that are roaring! i think they are roaring. when it comes to what i've seep this earnings season, the victors are older, household names. companies run by executives who know how to capitalize on
weakness. and take no prisoners along the way. take this bear, stealing the scene from us for the past -- >> stuffed animals always do that. >> right. >> i just love watching you every morning and truly admire your boundless energy. >> thank you. i'm cooking with propane here. what more can you ask for from this dog? "mad money" will be right back!
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ford is having some sort of big tire event. i just want to confirm a few things with fiona. how would you describe the event? it's big. no,i mean in terms of savings how would you sum it up? big in your own words, with respect to selection, what would you say? big okay, let's talk rebates mike, they're big they're big get $100 rebate, plus the low price tire guarantee during the big tire event. so, in other words, we can agree that ford's tire event is a good size? big big it's very important to understand
how math and science kind of makes the world work. in high school, i had a physics teacher by the name of mr. davies. he made physics more than theoretical, he made it real for me. we built a guitar, we did things with electronics and mother boards. that's where the interest in engineering came from. so now, as an engineer, i have a career that speaks to that passion. thank you, mr. davies. it is time to talk about the
facts of life. i don't mean the birds and bees, a biotech company reported good earnings. 75,000 customers and products help scientists research genes, proteins, and cells. can be found in 90% of all research labs. they have three main businesses. they make systems and re-agents that help prepare samples and analyze gene functions. a cell phone system division where they make products used to grow and analyze individual cells. then the genetics system business where they make dna sequencing technology used to decode human genome. it is the third business that gets knew the company. they're part of the food chain that could map the genetic makeup of a cancer patient, compare to the dna found in the tumors, making it more likely they get the right kind of chemotherapy. used to be expensive to do this.
they have come out with a pair of game changing new products that could only allow doctors to decode the genome in a day for less than a thousand dollars. they plan to show the ion proton sequencer, and then the ion proton 2 to hit a milestone. these are cheaper than sequencers on the market. technology could be more widely available and used. this matters. sequencing business is red hot. one of the kpet ters lumina up 46%. if life technology can get valuation like luminos. we talk to the ceo to find out about the quarter and products. welcome back to "mad money." >> great to be here, jim. >> i know i should talk about consumer report, but i have to admit i'm more, i have to know
more about this new proton on schedule, the bail or college of medicine. i want to know if i go to the doctor, will i have -- and my insurance company will cover it, maybe i'll pay it myself, will i be able to have in 24 hours what the gene sequencing is? >> that's what the promise is. if you are stricken with cancer, come in on a monday, get the workup done. then tuesday you sit down with the oncologist, he takes you through the mutations in your cancer, and prescribing to you the right therapies that work for you. that's how cancer is going to be dramatically changed as the sequencing technology gets dmok advertised to hospitals around the world. >> i always felt that chemotherapy was inefficient way to attack it, right? >> well, in our case it may not be chemotherapy that ultimately is the right treatment for you.
it could be one of 500 oncology drugs that's in the pipeline right now. >> how would this work within our medical system? the oncologist would have these the way some people have mris? go in, get a machine, get sequenced? i'm trying to envision. if this is as big as you say, then why won't you sell thousands of these machines? >> first of all, i think we are going to sell thousands. we estimate the market to be in the billions the next couple years for genetic sequencers just for cancer patients. in terms of how it is going to be adopted, it is a great question. our current thinking is this will be done mostly in the pathology lab, but your sample will go to there, it will be analyzed, and that information will find it back to the oncologist that sits down with you. >> then why is this, i mean, am i -- i have to tell you, i am
stumped. if you were just that company, okay, if you were just literally what you just described, you would have a bigger valuation in this particular stock market than you have with all these other businesses, am i right? >> you know, jim, we manage the company, not the stock. i think you're right. it is anincredibly attractive valuation right now. >> meantime, you have to ask, he has all of this exposure, national institute of health, u.s. customers, that's con strange the company. do i need to worry about cash constrained institutions before i make judgment on your stock? >> i think that concern is a bit overblown. we have seen this movie through europe. those governments already made those rationing decisions. we are growing slower in europe than two or three years ago, but it is still good growth. that's the same thing we'll see play out in the united states. this country is committed to
biomedical research. we're not going to take it down to zero. and the future has such brightness with all of the new technologies. we're encouraged this will all work out. >> i was talking to david faber, best print in the business, what happened, what's going on with lumina. did they have to be taken offline, salespeople in disarray? when you're approached like that, your company can't be on its game it would be before approached. what do you see in the marketplace because of that deal, broken deal? >> well, i think lumina was probably a little defocused, trying to be sure they were running their best they could while under threat from roesh. we didn't see things from a competitive nature and had a great first quarter. record installations, record sales of genetic sequencers. >> i know, david, why would
roesh go after them when we think you have better technology. greg lucier, president of life technologies. thank you for coming in. >> thank you, jim. >> you have a lot of ways to win. you know one certain business we discussed about gene sequencing, i have to tell you, i think it is worth the whole company. i am not kidding, that's how big this will be. stay with life. stay with cramer. frds frds
how do you tell the difference between a viable decline or dangerous decliep to be avoided? i have been thinking that's the biggest question during this earnings period and on display big time in today's session. first the viables. take down starbucks, after the $3.23 selloff. i think the ceo will turn things around in europe which was the only weakness in europe. some say go with dunkin' donuts. i think buying starbucks at a discount is worth the risk, but i'm never saying no to dunkin. what else? celgen. i think they're not badly priced after the pull back. and i think they'll do it again.
not buyable. wish i could tell you to take advantage of selloff of procter & gamble, but i believe the company has lost its way, needs dramatic price cuts from shampoo to razor blades. raised prices too much and are now losing share. reduce growth rates on the conference call on many product lines. better to buy kimberly-clark, colgate, clorox. deckers can't be bought as tempting as it is at 13.5. deckers is uggs. they have run out of steam. the brand can play out. i think that's what happened. you can't bottom fish this. how about ford. it more than offsets and wait until one of the areas clears up. the ceo said he can't predict
end of the weakness in europe. buy now. i was wropg. discount companies. they are cheap as dirt and down huge. don't even think about it. these companies soared because of supply shortage caused by thai flooding. once they go into ee kwil librium. something western digital says will happen, you can't own them. earnings will plummet, stocks stay dangerous. big declines can be buying opportunities. however, not all declines are opportunities. take advantage of starbucks and celgene. the others, don't touch them. stay with cramer. stay with cramer. choose control.
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