so you want to look at the delta of the boost, it was maria, she mentioned cisco, cisco boosted 75%, ben bernanke or not, you want to get on that bus. let's go to john in florida. please, john. >> caller: hi, john. john in dunedin, florida. jim, i'm thinking about purchasing velti corp, velt. i'd like to know what your opinion is on it. >> velti corp, it's in dublin. i don't even know it. too busy getting the guinness degree in pouring. i don't know velti. i know velshi, another network. good guy. great expectations. the markets reacts to expectations, mrs. haversham. when comatose wakes up the market loves it. the healthy ones are just healthy, eh. don't worry. it's confusing. i'm here to help. "mad money" is right back. >>> coming up, spring chicken? the company behind popeyes had investor mouths watering when it reported, and then after a quick rally it cooled down, but with favorites like panera and domino's delivering savory returns, could this be the next darling of the quick service sector? cramer sits down with the ceo to find out. >>> and later, thirsty? there's been a spiri

i won't comment on cisco. most of my ceos are saying the gdp will be in the 1.5 to 2% range. >> okay, we'll leave it there, appreciate your time tonight, maria. >> john chambers is ceo of cisco. >> and the vice presidential candidate is only recently a budget hawk. and later, a special network coverage of the worst drought in half a century continues. why not take a day to explore your own backyard? with two times the points on travel, you may find yourself asking why not, a lot. chase sapphire preferred. there's more to enjoy. >>> welcome back, ken landgon, a supporter of mitt romney, may have questions about romney's new running mate, congress paul ryan. speaking a month ago, he raised concerns about his tenure in congress. i asked him where he was in the six years we were spending money like drunken sailors. ken joins me to talk about that. good to see you. >> nice to see you. >> so how do you feel about paul ryan as the pick? >> i'm excited. the record has to be answered and it will be. i think as you watc

then cisco ceo john chambers weighs in on earnings. plus, network wide coverage of this year's historic and devastating drought. and, look who is back. can captain kirk help priceline stock get back to the stars? [ male announcer ] how do you trade? with scottrader streaming quotes, any way you want. fully customize it for your trading process -- from thought to trade, on every screen. and all in real time. which makes it just like having your own trading floor, right at your fingertips. [ rodger ] at scottrade, seven dollar trades are just the start. try our easy-to-use scottrader streaming quotes. it's another reason more investors are saying... [ all ] i'm with scottrade. >>> okay, we have about 50 minutes left in the trading session if you're just joining us, we'll get you caught up here. the do you drifting in and out of positive territory today. up now three points. but about a 50 point range just like yesterday. lets look at maria's favorite indicator. volume. talk about the dog days of summer, we're in august, it looks like it.

i'm franchising cisco. bottom line, every portfolio needs some wide receivers, some fast moving momentum stocks. my wide receiver picks are disney, google and for a player that's coming back after a long period on the mentally unable to perform list, the mup, cisco. we're drafting a quarterback tomorrow, so tweet me at jim cramer. #fantasystockportfolio. it's rice, 3m, very much so. lesean could really come on. i think that's honeywell. and let's say who are we going to draft first tomorrow night? well, i need your help on that tomorrow. let's go to rocky in new york, please. rocky? >> caller: boo-yah. i've been buying foot locker stock for the last five or six years on a monthly basis. they recently came out with their quarterly statement and their sales and profits are up. what do you think? >> the stock jumped up after and what really shocked me frankly was that nike, a stock that my charitable trust owns, stayed where it was. i think footlocker is good, but after that move, i prefer nke. huddle up crame

i'm talking about cisco. the giant networking company i have criticized mercilessly for sho short-arming the ball over and over again. but last week, the alligator-armed cisco finally reported a spectacular quarter without dropping a ball. right in traffic. which is why i believe they can get back on track. think of it like deshaun jackson of my troubled but still loveable eagles. he was confused, a tad knuckle headed and lost. now he's a good factcy football draft pick who nobody believes in. same with cisco. in fact, this company is starting to feel like the cisco of old to me. the cisco that made people fortunes during the '90s tech boom. it's taking share left and right. great punt returner against the giants. meanwhile, the company's main markets are rebounding. enterprise spending is on the upswing. data scepters are buying network equipment like crazy. up 90% year aefr year. even the telco carriers are upgrading. plus, cisco talked about strength all over the world, including china. there's not enough

it's more product cycles the cisco is also, to a degree, but cisco is more of the backbone, right? infrastructu infrastructure. we like both companies. >> shaw, we're going to leave it there. thanks for your time. >>> it's a big day, a big morning for facebook. we're going to send it away from post 9 to gary kaminsky, who is somewhere on the floor. they don't care where the stock is trading, whether it was at 38 a couple weeks ago, 30, 27, it doesn't matter. if you're a disciplined institutional seller, you're going to sell when you get a certain lockup expiration out. more importantly, i think you had a number of long sellers, people that bought the stock around 27, 28, anticipating you get this bounce, you did not see the bounce. it opened at a million 2, and right after that, you started seeing the selling. if we pull in and we look at the real-time trading that's happening, you're seeing a bunch of 300-share lots. very few sizable bids. they immediately hit it, it went down, 85, and 1908. right around those levels against. this seems to be the level where you did get some sizab

cisco was outperforming. what do you think of cisco from here? can he hold gains, fairly priced? what should investors be doing with cisco? >> i think there's growth opportunities better elsewhere. if you think about cisco, a company with 75% of market share, switching, growing low- to mid-single digit. there's not much of a growth market opportunity at cisco. therefore i think the focus is transitioning more to capital application, how they basically monetize and lever their balance sheet. now we're seeing the country my great to that. in tech that's a challenging proposition over the long hall. i think investors will be better suited to look elsewhere for the long hall for returns. >> brian, quickly, chances of a stock split with apple. >> i think it's slim. my guess, 20% if i had to throw up an under-over. >> why so small? >> the company likes the larger stock price. obviously it minimizes volatility, we'll say. shares traded. i think that's what the company prefers, if i had to be in their shoes. from a market perspective, most would like it. from a company standpoint, i don'

. >> cisco reports better than expected earnings. the ceo is more upbeat about u.s. and asia but cautious on europe. >> samsung ratchets up its tech wars. u.s. judge calls for peace in the bitter patent dispute between the korean tech giant and apple. >>> and brazil unveils a $66 billion stimulus plan seeking investment in its highways, railways and other areas of infrastructure in hopes to revive its flagging economy. >>> okay. welcome to today's program. u.s. -- u.s. -- >> america. >> is this a head fake with this economic data? >> better tone. i'll tell you what to watch. jobless claims, 8:30 a.m. this morning. they have been holding in there, showing the market is holding up. if they flag that's when we get nervous. >> big thing. we look at gold and what the dollar is doing. >> look at what's happening with the treasury market. it's remarkable. >> exactly. >> yeah. >> remarkable in the context of where -- >> context of 1.4%. >> coming up also today's show, rising china gives a boost. >> samsung unveils its latest tablet. what sets it apart? we'll get the run down

traded off cisco. cisco's news was good. getting close to the new windows 8. i think the stock should be bought. >> a drop for gnc, down 3%. tim? >> not where melky cabrera, joe, is buying his supplements. no, no, no. major drop. secondary offering. a lot of stock being sold by the ceo which has a lot of people worried. deutsche bank a big downgrade despite the fact that the company has been reagisting. >> children's place, up 8%. karen? >> a good day for children's place. we like this stock but -- no audio. >> and a drop for walmart, down 3%. mike co sneh. >> earnings not that bad, but it was priced for perfection. stock is up over 20% in 60 days. the guidance that they gave for the full year basically consensus up around $4.90 a share. after the stock had such a run, isn't [ cheers and applause ] i didn't like it tuesday and coming in a couple bucks isn't enough for me. wouldn't buy it. >> a couple of bucks for driving in norway. ever cruising the streets of norway, which tim is set to do, watch out for the wildlife. the accident happened wednesday night and

i know we talk about cisco in a minute. that speaks, again, to where do people think the money is made? it's made in solid companies. they trade at very, very great valuations right now. many have a dividend yield. if there is any economic growth, steve, these are the names to prosper. >> let's all abe clear as well. it's not like earnings are a barn burner. >> did you wake up cynical? >> i'm just looking at the facts. >> lay it out for us. it's all drawighi or the fed. >> it's an essential bank rally. right? my traders tell you what they think it is. >> to pete's point, eps has been great, disney is a great example. today no benefit today because the stock is d. some has to do with china. a lot of people think china stands at the ready. a lot of people are putting a lot of faith in that and they're right to. clearly, europe has calmed down. i don't think there is a good solution there, but perhaps there is a solution. so i think a lot of people putting a lot of hope into the fact that the u.s. has up turned the corner. i'm

. >> you want to talk about cisco first. >> let meadow cisco. ate stock that was almost $30 in the last 18 months or so. followed pretty closely. and chamb and chambers said a couple of disappointing things and company lost its weight. it will be up today but still only back to 18. closed at 17.35. up a dollar. company is taking advantage of a slow summer afternoon. made a splash with its fiscal fourth quarter results. it earned a 56% jump in profits. and revenue was up 4%. both above expectations. announced a 75% boost to, of its dividend to 14 cents a share. so let's see. that will be -- it's yield is 1.8% yield or now. so that does take it up to where somewhat attractive in terms of acyield stock and more mature company. it just started paying a dividend last year and ceo john chambers talked about the dividend hike on the "closing bell". >> once you start adding dividends our thoughts would be you continue to increase them over time. in terms of tax policy it absolutely has an effect on how much the dividends would be but it also has to affe

i think this is positive for cisco. i work at cisco, doesn't matter. i work acisco. john chambers has hurt us. morale is bad at the company. >> i think morale is always bad when you're on a losing team. when you're on a winning team, suddenly the morale gets better. >> has he been inappropriately negative? >> i think he's reflective of what's going on. he has a worldwide business. >> i think it suits him to be negative, actually. it sets the bar much lower. >> true. >> that's the point goldman was pointing out in the note. the expectations are worse than what is the consensus at this point. >> right. >> they're expecting estimates to be boosted over the next couple of quarters. so it's all about the managing expectations and are things worse than they actually are panning out to be? >> goldman analysts hit a 17% gain last time. i think it's important to recognize that the execution is good. they've laid off a lot of people. there's big leverage here if they get it right. verizon and at&t have held back spend. the cable companies have money to spend. >> when is the la

in 2000, cisco sold at 129 times earnings. i said, you had to have reutters on mars to suggest the price. >> we do now. >> cisco we just bought. it's price, price, price. they did 5 billion -- sorry, amazon did $5 billion in sales if 2003. they're going to do $65 blg this year. purportedly and the cash flow is still basically zero. they cannot convert it over to free cash flow. eventually you have to do it. to justify this price, they need 13% margins. that's $10 a share. no way they can't do it or lose market share. >> most with basic accounting would agree with you but we have heard that same argument against amazon for years. >> let me tell you. if i pump the air out of this room you run. if they don't develop free cash flow, i'm telling you, amazon's coming back down to 100 bucks and my target for 2 to 3 years. >> how much do you feel the market is not looking at the right things? in other words, share price reactions in the earnings season the focus is so much on meeting or beating and not looking at things like free cash

brian shactman is watching shares of cisco. >> brian actually not here yet. >> jackie. my bad. >> you guys were talking about the strengthen in tech watching shares of cisco up 8.3% today. the bellwether posting quarterly results that edged past estimates boosting its dividend by 75%. in addition at least nine brokerages are raising price targets on the stock and even though cisco warned about weakness stock still strong today. >> jackie, brian, story about that. stephanie, what do you do here? this is a sizable dividend increase, startling in many ways from cisco upping its 75%. >> that's the reason that the stock is up. you have value investors, income investors saying 3% dividend yield is attractive. quarter was okay. basically in line. it's basically what we were expecting. guide jan was a little slow. there were pockets of strained pockets of weakness but on the whole i wouldn't chase the stock up this much today. but you have a floor because you now have new interested investors. >> rough day for walmart. stock falling on a weak full year profit forecast and comes

cisco is not a hyper growth company of ten years ago but if you can get cisco yielding about 3% and intel, another company, intel yielding 3%, i mean, those are attractive payouts. 3% is especially compared to theal tuthe theal terntives and dividends i think very safe dividends and going to be, you know, you're not worrying about those dividend payouts in a year or two down the road. >> 75% hike in the dividend of cisco. thank you. >> thanks. >>> next, we'll show you a stock chart that's got herb's hair on fire and he's got a lot of hair. >> he does. >>> plus, the power of free food in silicon valley, as well. the chef behind the kitchens of yahoo! google and many, many others. [ male announcer ] at scottrade, you won't just find us online, you'll also find us in person, with dedicated support teams at over 500 branches nationwide. so when you call or visit, you can ask for a name you know. because personal service starts with a real person. [ rodger ] at scottrade, seven dollar trades are just the start. our support teams are nearby, ready to help. it's no wonder so many investors are s

got to love google. >> cisco and google. richard, do you agree? >> yeah. those are both good choices. i would agree with this. >> you know, we were mentioning at the beginning of the show that the nasdaq 100 is up about 20% this year. versus, of course, the s&p up about 12%. how much of that, however, is due to apple i'm wondering, kimberly? >> with the -- with the upswing in apple got to be a substantial increase part of that waiting in the portfolio of the nasdaq but there again where can apple go after steve jobs and that visionary? they've got big shoes to fill and i think they're the leader and can't deny -- you can't deny to go with the trend. the trend is your friend as we have said before. >> well, you have 36 nasdaq 100 company that is are up more than 25% this year. so apple may be a part of it but certainly a lot of names, kimberly, kind of the previous bad pun of hogs, do you think technology is overbought? is it time to get in to something else? >> you know, it's very difficult trying to time the market. we believe in a globalized diversified

we have a couple companies reporting earnings like home dep depot, walmart, and cisco. they will get great data points from john chambers, and we have a lot of data, last week we did not, and next week we have industrial production, so we'll get a lot of good data there, and of course initial claims. let's see if the momentum continues on getting an improvement on the job front. >> glad you mentioned cisco because that's the kind of report that gives us more of a window into cisco, whether or not we're seeing corporates spending money. >> absolutely. >> yes, and you have seen a lot of analyst be very vocal about how they think data will be, the data will be just okay in terms of the quarter, but they will talk very positively about going forward. it and that pent up demand, and that will be enough for the revenue penetration into the end of the year. >> we'll see about that and we'll be talking with john chambers. also, mike brian, let me get your take on this, how do you want to be positioned. what are you telling clients right now? how are you investing? >> we're inve

the technology, cisco leading the way there after declaring that higher dividend. warren myers of dmc securities thinks this rally is getting tired, do you agree? >> i think you see yielding climbs and yields coming out of that market, so we had a little run up there. i also think we had a push up due to this being an expiration week. this rally cld take a breather and start to settle back in a bit. >> what about the rise in yields and the inflationary implications with the ride of grains and everything. >> certainly some of it is, but i think we're about to hear the word transitory. it is sticky. you're about to hear this very soon. far so much debt in the world. most of it is outside of the united states. but as it relates to just pure debt and what we have towork on, deflation is a word we will hear a lot for the next many -- >> deflation? >> yes, so sticky, probably not. the rotation from fixed income into equities is about what warren discussed. it's a little tired, we expect a pull back. on that larger pull back, the u.s. is in the cat bird seat and we would

coming up, cisco reports earnings after the close. buy and sell arguments for the tech bellwether when we come back. how do you know which ones to follow? the equity summary score consolidates the ratings of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity investments. the equity summary score is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explore your next investing idea. [ male announcer ] when this hotel added aflac to provide a better benefits package... oahhh! [ male announcer ] it made a big splash with the employees. [ duck yelling ] [ male announcer ] find out more at... [ duck ] aflac! [ male announcer ] ...forbusiness.com. ♪ ha ha! anyone have occasional constipation, diarrhea, gas, bloating? yeah. one phillips' colon health probiotic cap each day helps defend against these digestive issues with three strains of good bacteria. approved! [ phillips' lady ] live the

cisco to overweight. the company reports fiscal fourth on august 10th. >> her's the problem i have with this. the stock is rallied 13% before the upgrade. today just in the last couple of weeks. plus all the dinosaur techs, they kind of all trade together, too. of the charts like intel better than this right now. >> aflac, noting that capital deployment is main debatable point. >> i like this call because it shows some integrity. it has outperformed the market up until this point. seems perfectly legitimate to downgrade it this point on a high. >> market perform from outperform. very good. all right. jim, thank you very much. the metals market is about to close for the day. and we are going to hit the floor when we come back. also, is college becoming out of reach for anyone making under $200,000 a year? >> yes. >> it's expensive. no doubt about it. this man is about to be the millionth customer. would you mind if i go ahead of you? instead we had someone go ahead of him and win fifty thousand dollars. co

i think cisco could push up towards the $20 range. >> the back trop is last week. >> technically dan mentioned double bottoms on the 15 level. now the stock could potentially break a pretty significant down trend that we have seen since 2008. if by some miracle we could get it north of 20 bucks. hopefully you have enjoyed the run. i would sort of be in the camp of taking profits. >> all right. now let's hit pops and drops and movers. >> really this is a company specific issue, down 6%. i think you can wait for deere to come in more. >> call stocks have been awful. i think these are still out of touch right here. >> a pop right here for abercrombie. >> they have retraced their higher loss. >> up 8%. >> wow, this is capping at almost 100% move. down and out. all the sudden we hear about consolidation. but actually sprint as an acquirer. take out competitors. you leverage the balance sheet a little bit. a stock that goes up every day. >> got a pop up 4%. >> the thing is valuation is pretty high for my perspective. i would probably be taking profits. >> we got a pop here for solar powere

john chambers of cisco. he's doing an excellent job running a very strong company. >> comeback kid in in m. ways. >> comeback kid but his stock is not -- you know, used to talk about all kinds of these companies. qualcomm is another one. they are running a good stable business. that's what he's got to do is focus on that and not run the mystique. no one ever called al jenner, i ii iii of macedonia. you have to get past the myth making. same challenge of jcpenney and others that get caught up in the heroic aura. they don't manage the expectations well. how you manage the public and other critical constituencies. >> steve jobs wasn't steve jobs until the second carnation of apple. he got thrown out on his first carnation. came back, learn quite a bit and took it to where it is today. does that give you hope for zuckerberg? >> he did learn. you've seen that mike o'dell is reinvented. has a little bit of challenge now reinventing the business again. he's done it six times over again. bill gates, learned on the j

you have seen a strength in cisco and as well as goldman sachs. caterpillar also down, the company in a conference call yesterday said there has been a slow down in consumer spending in july, and that's pressuring it's stock today. look at some of the groups we have been following today. we had a positive outlook from james hoover coal. overall, positive sentiment there. and broker dealers getting a lift from etrade that replaced it's ceo. this is great speculation, the company could put itself up for sale. airlines remain a drag on the market and the transports today are down as well. the down just off as we go back. >> raiding serious concerns and threatening to block a proposal out of california to seize under water mortgages by using eminent domain. >> on wednesday, that regulator issued the following statement, the fhfa has significant concerns about the use of eminent domain. they have determined that action may be necessary on it's part to avoid a risk to safe and sound operations at it's regulated entities to avoid taxpayer expense. steven

looking at the balance sheet, cisco is $32 billion in cash. i was looking at free cash flow positive. 2% yield, the cash flow has been rising. the balance flow has been improving while the meet and beat gain in walt and the company is meandering along. >> we're looking nfor a number there n. thanks, herb. >> you're welcome. >> there's been action in the vix yesterday the fear factor. the volatility index is higher by 8% after plummeting 7% yesterday and closing bloo 14 for the first time in five years. historically, these low levels have been a prelude to big drops or big gains in the s&p. it got us thinking, what are the important levels to look for based on the vix. joining us at mk & partners. at these levels, where are we going to go from here? >> the vix is test iing support levels below 15. if we go below that, wilt suggestwilt -- will suggest a new developme development. it's hard to call this a decisive wrebreakdown. we have seen the vix come down for a few months at a time. not necessarily a bearish indication for the s&p 500 but it d

all about cisco and the strong quarter and fueling the nasdaq and the big hike to the dividend. investors always a fan of companies returning capital to shareholders and a nice lift to the broader networking economic sector looking at f-5 networks. sticking with tech, look at net app. the net profit fell 54% but that was in line with street consensus and the pop of shares and switch to bio tech. that's a big loser today hit after the fda put its hepatitis c drug on a partial clinical hold. back over to you. >> seema, thank you very much. tracking the action at the cme. hopefully chicago with the warm welcome you deserve. traders excited the see you on the trading floor. lock at a pattern of late, seems like right around midnight, 1:00 in the morning eastern, selling pushing the yields up to the highest levels of the day. not lost on our markets. it is our markets. look at the 24-hour 5-years around midnight. around 86 basis points. still higher than they settle yesterday but still several basis points lower. same is true of a chart of r-10s. midnight to 1:00 lately, the most sel

you look at the best performing free cash flow, a lot of people talking about cisco over the weekend. that's why i wanted to revisit this chart. dividends and distribution, yes. if you look at the best performing stocks over the long period, it still is organic growth. when a company is utilizing free cash flow to pay dividends and distributions, regardless of what sign they are trying to say to the market, the interpretation continues to be over the long-term they don't have the organic growth opportunities, new markets, no products. that is what you want to see. while cisco news was good news in terms of redeployment of capital, unless you think history is not going to repeat itself, organic growth is the way to go. >> haven't investors turned in the towel, when it comes to specifically haven't they essentially thrown in the towel on a strong organic growth story. this is rec flyiognizing the fa they can support the stock by recognizing dividends. >> absolutely. >> not bad news necessarily. >> it's not bad news for cisco. if you were a stock picker, you're going to try to find organ

and a look at stories coming up ahead, earnings reports will be out from cisco, home depot and walmart, among others, tuesday we get total retail sales for the month of july. as well as the producer price index which, of course, monitors inflation at the whole sale level. wednesday the follow-up. the consumer price index will be out. also wednesday, the high-end classic car event, pebble beach automotive week will kick off in california. >>> also thursday, the commerce department will release the number of new residential units that began construction last month. goodwin dough into good window housing. >>> finally, a hefty investment. britain pumped the pounds into its olympic program through its national lottery adding up to 60% of funding for its athletes. upwards of 260 million pounds or $400 million. yielding the best medal count for the uk in more than a century. root root for the home team and team usa, of course. that will do it for us for today. thank you so much for joining me. next week, a look inside start-up nation. a unique technology company that uses the wisdom of the cr

let's look t at cisco for instance. i think they will have a lot of money coming into it. yes, dividends have been working. something we don't talk a lot is slow money. a lot of mortgage rates are yielding better than 10% tifd ends. >> i got to go kay laand get a market flash. >> we are watching shares afterhours. msd capital partners increased holdings very recently. also have omega advisors. so a lot of hedge fund guys seeing big gains today. >> of course the host of the kudlow report. he joins us now live. a lot of different agendas there. number one is the storm. can you take us inside the building? what's the mood? what's going to happen. >> they're okay. >> i think the problem is going to be the rest of the western gulf. it may be new orleans. here there is hardly any rain at all. there is no rain here at all in the tampa convention hall. >> is it game on as normal as of now? >> game on. today is a little bit of nothing. game on tomorrow. there will be a lot of speakers and they will walk through barack obama's failed promises as i understand it. then they will walk

after the bell we'll hear from cisco, applied materials, limited brands, agilent, hot topic, netapp and petsmart. >>> walmart, target and 7-eleven are expected to reveal their plans for a mobile payment system letting consumers pay for goods on their phone, according to "the wall street journal." follows starbucks announcing a partnership with square. what do you think about mobile payments and the idea of a cashless society? importantly, are mobile payment companies overvalued? if you want to join the conversation on "worldwide exchange," e-mail us at worldwide @cnbc.com. or tweet us. do you agree with paulson and sorros that gold is a buy? you can reach us directly. rogs? >> would you want to do more mobile payments? >>> still to come as well as record-breaking droughts reek havoc across america's heartland, some companies are cashing in on a rare breed of corn. >>> you're watching "worldwide exchange" this morning. these are your headlines. shares in standard chartered rises. >>> wall street heavyweights reveal what they've been buying and selling over the last few months. >>> the wo

you mentioned cisco was the best performing in the dow this month. you know why? they raised their dividend and met earnings and the guidance was fairly accommodated, so companies are doing what investors want. they're returning capital to shoe shareholders and a lot of that is getting left behind with what's going on at the fed and macro issues and we think ultimately companies like cisco doing the right things for the shareholders will reward investors. >> if i can jump in quick, i don't necessarily disagree with david. my personal positioning is for income return or capital return. i have been talking a lot about that as a structural strategy. let's be clear. at least this year the names that litter the top performing stocks are not really the at&t, i am sorry, altria type names. they're higher data names, ex paid a the home builders, series is one of the top performing names, trip advisor was one of the top names. they're not known for returning capital to shareholders and yet having the best year. >> do we expect a rotation into those names? how many times ha

they are also pursuing cases against motorola, cisco and more. >> up next we are going to get to the bottom of the action. stay tuned to get the trades. want to try to crack it? yeah, that's the way to do it! now we need a little bit more... a little bit more vanilla? this is great! [ male announcer ] at humana, we believe there's never been a better time to share your passions because the results... are you having fun doing this? yeah. that's a very nice cake! [ male announcer ] well, you can't beat them. [ giggles ] ohh! you got something huh? whoa... [ male announcer ] humana understands the value of spending time together that's a lot of work getting that one in! let's go see the birdies. [ male announcer ] one on one, sharing what you know. let's do it grandpa. that's why humana agents will sit down with you, to listen and understand what's important to you. it's how we help you choose the right humana medicare plan for you. because when your medicare is taken care of, you can spend more time sharing your passions. wow. [ giggles ] [ male announcer ] with the people who matter m

cisco is up as well. apple, of course, 9% for the month, and consumer names have been particularly strong. we know that the retail index has been hitting new highs among the best performers for the month, and among those names are costco and starbucks. >> thanks, bertha. if you want to buy an aman kindle fire today, you're out of luck. the company says it sold out of the devices. >> but amazon has a big announcement next week, presumably a new tablet model, so should this make apple concerned right now. alex thinks amazon is pointing a serious challenge to apple, but david says apple is still in the driver's seat. should i be cynical they announce they're sold out of the previous ones and everybody has to wait for the new whatever they announce next week. >> it's a nice marketing trick for amazon going into the kindle refresh. there's nothing wrong with that, but what is significant is the 22% share they garnered and that this is a zero or near zero margin type of hardware project, and that's not good for

. >> the most negative impact is microsoft, cisco, yahoo, and amazon. large cap tech companies. it's interesting that the stocks are managing to hold their head above water. we're watching intel, texas instruments, and rim is higher today and we're looking into some of the reports on rumors that ibm might be coming in to buy enterprise services unit, back over to you. >> jackie d, thank you so much, should you like the stock? we're talking numbers right now on research in motion. on the technical side, abigail doolittle is with me, and edward schnider, good to have you both on the ogram. thank you for joining us. ed, what would a sale of rim's enterprise business mean for rim? >> it would be the end of rim. it's the only thing supporting the losses in hand sets. you can't do that you have to support the losses and you have to shut down the hand set side. so it's the decision to end rim as you know it. >> that's the crown jewel. let's talk about the chart on research in motion. >> in the near term, there is a possibility of a high-risk trade in rim. specifically we're looking at

you'll not make much money there, and cisco was one of the most exciting stories in the last few weeks. >> and they raise it 75%. >> they indicated that yield was well above three and a lot of companies have extra kags. and that's exciting for me for a chance in the market. >> it certainly doesn't help. half of the market's participants are nontax able. it would not change that much for them. clearly at the margin for the company considering, especially a technology company, if that changes they're going to look to do share purchases or other ways to return cash to shareholders. >> gentleman, thank you for your thoughts. >>> take a look at shears of saleforce.com. they were set to report afterle bell today. we're seeing a downward trend. they're expecting 39 cents a share. bill, over to you. >>> thank you very much, 15 minutes left, holding steady with the dow down here 140 points. >> is this a new game change that facebook needs? >> hispanics in the election, could they be the swing vote? we're going to have the brian williams of telemundo. >> and hewlett-packard leading the dow lower

also cisco's another name. we use that in reference to. we think these companies have the ingredients necessary for a turnaround. rim and nokia, they don't have quite those things. so we think there's a big distinction, we want to make clear, between like an hp, a cisco versus a nokia or rim. >> right. >> which face much more dire futures. >> brian, last question to you. that concerns apple. i believe your price target is on the stock is 1,000 or 1,001? >> it's 1,111 is our price target. >> wow. >> it's still cheap at 1,111. >> it's been a parabolic run over the past couple of weeks or so. any thoughts of adjusting that even higher? >> well, we can't talk about a price target. it is what it is today. it's the price per share. we have an exciting next 1 to 6 month on the horizon. i think the stock will continue to do well. especially when investors are frustrated with the turnaround stories in the tech world. this one continues to work. we still like apple here. >> we'll leave it there. thanks for your time. brian white and shaw wu. >> grea

. >> cisco, up 3% on a month month high. amazon moving higher on the social gaming front. not hurting zynga but facebook av being up three days in a row, pulling back. and the chip investors saying it looks more attractive. valuations are pretty good. the russell 2000 index, on the outside, like broad soft, a lot of shorts getting surprise there on a deal to get some funding for its tv testing from the bill and melinda gates foundation and wireless is suffering after disappointing earnings. >> steve liesman has done it again, scored an exclusive with another bank president. this time, eric rosenberg in boston. steve is in boston and seems like the is all in on more fed action. >> he wants open kwquantitative easing comparable to the qe-1 and qe-2. after we got done with the live portion of the interview, i sat down and we taped a little bit more. i want to bring you this now for the first time. eric rosen gren, talking about what he would tdo to target mor qes. >> i want to focus on are the labor markets improving and nominal ge increasing, we should see it increasing not

it's weakness is weighing on some of the others holding up like cisco and san disk. and urban outfitters zooming after better than expected results. we're looking for 34 cents on the bottom line from the pc maker. >> forget the pop, yesterday the stock brelow the $70 a share mark. peter teel sold most of his stock last night totaling some $400 million. it wasn't long ago that some were comparing mark zuckerberg with steve jobs. do they show those comparisons were dead wrong? >> we have ben par who says give zuckerberg a break. but our other guest says he will never be close to what jobs was. do we blame him for the fiasco of the price level? >> no, i blame zuckerberg's advisors. he needs help. normally when you have a venture funded company between the last round of financing and the ipo, you bring in a professional management team that has run a public company. >> like at google, for example? >> precisely. if you look at what he said himself. he wants to work on the company, the experience, and the community, he needs help. he doesn't want to talk to lawyers and reg

i'm a long-time holder of cisco foods. they came out with good earnings today. they are yielding over 6%. >> this was a breakout corner. they are managing revenues to make more money. it wasn't done with a blowout sales number, but i was so gratified to see them deliver. they have been suffering. they missed the mark. this seemed to be the quarter they get it together. i think the stock goes higher. okay. downbeat commodity prices and freight rates are fogging up the whole picture here. companies are making big amounts of money. the companies making the most money will make you the most money. "mad money" will be back. >> announcer: coming up, booster shot? tonight, a double dose of biotech companies changing the face of medicine. first up, regeneron has success tweet treating rare disorders. stick around for jim's exclusive with the ceo. >>> then, before drugs get to the market, bio techs turn to this company to make sure they are safe and effective. cramer is putting the stock to the test when he talks with the ceo just ahead. >>> later, ride the rally? the ma

not enough attention has been paid to brea, but i hope there is attention on cisco because of the positive dividend. first let's talk about what apple, amazon and google have in common, the ability to remain on the cutting edge at all times. hardly a day goes by when one of the companies doesn't roll out a new initiative that makes you stand in awe of them all over again. during the 80s intel didn't roll out things like this. ibm didn't. this is amazing, people. for example, they all embraced the social media i like. from the ease with which you can purchase apps my friends and my kids' friends talk about to how well they work on the road when you're walking around or the way they tap into the cloud for the information you need to grab a flight, book a hotel or buy something you like personally. i see it every day. listen. i'm trying to figure out who sings "titanium." that's a hot song. next thing i uh know i'm singing along thanks to sound hound. it tells you the singer and gives you the lyrics in time with the music on the radio. you shoot me down. i'm like titanium. it's genius. pure g

the dow up 85 points on cisco's earning beat out late yesterday and the big dividend increase and support for european central bank efforts in fighting the regional bank crisis. the s&p 500 up 10, the best level since early april for the s&p. strength and technology helping to push the

we drafted honeywell, 3m, disney, google and cisco. tonight we fill out the rest of the team, starting with the single most important player on the field but unless you're picking aaron rodgers definitely not the first draft. vick is a lefty. the answer is the quarterback! i want to thank everyone who hit me up @jimcramer #fantasystockportfolio for qb selections. by the way, you should keep an eye on the twicker on the bottom of the screen. you heavily influenced my quarterback picks. when i first had this idea i thought it was obvious the quarterback would have to be apple. a stock that leads the market like the qb leads the football team. the more i thought the more i realized apple was the wrong kind of quarterback for the draft. the stock is nearly 13-point run today, made me squeamish about it. i'm not backing away from apple. it's one of the greatest companies of all time. charitable trust owns it. not trading, but owning. we need different things from different players. we don't want to overpay on the short run. apple is a razzl

ge, cisco, microsoft, now apple. look at the others all fallen dramatically, right? where do you think, apple is going to go and where do you think its peak is going to be? >> i think over the next few years it will go higher. we have have a $910 target. these companies have a good reason why they hit their peak and going higher. in apple's case it's different. the end markets they're going after explosive growth, still have many years, getting into the tv and market share and a lot of markets are relatively small. it will turn into a platform play. not a feature battle. this is a platform and ultimately, that will push the stock higher. >> i spoke with steve wosniack a couple weeks ago, still a shareholder, said 1,000 bucks coming. >> another analyst says 1111 is his target right now. >> $11.11? >> no. $1,111. >> just confirming. >> in the short term, there is a lot of upside potential. the thing about apple, we know what they do. they manufacturer things people like. not like facebook which depends on -- >> an inspirational product. >> it can be. in the laptop spac

cisco set to report after the bell tonight. the ceo and chairman john chambers breaks down the numbers just for us here on "closing bell." and a big mitt romney supporters but ken langone is critical of paul ryan. we'll get to that. we look forward to seeing you at the top of the hour from here at new york stock exchange. back to the "street signs" gang. mandy? >> thank you. >>> disaster in the city. today's disaster du jour is urban trends. down on a big miss. the market cop now down to $169 million. that's a 18% drop there. >>> priceline 307ing on news that william shatner's priceline negotiator is resurrected. the spot doesn't address how the negotiator survived but it does pick up with the shatner character on a beach with a surfboard. stig around to see it, i guess. >>> from the sunshine stock to the drought's drain on sunny-d. yes, the drink. formerly known as sunny delight. sweeteners will go up. the ceo says it could slam mom and pop at the cash register. let's bring in billy sear. he is's part of the young president's

look what happened to microsoft after that and cisco after that. a little bit of curse there. urban outfitters is helping lift the nasdaq shares, shares zooming on the back of stronger than expect ed second quarter report and stronger margins. wet seal will report this afternoon, one of the only retailers not moving to the upside. and dell after the close, the question what pc cells are doing. certainly didn't help best buy didn't have good sales. >> thank you very much. >>> let's hit mary thompson with a market flash. >> dunkin brands down on news of a lawsuit by former owners and alleged they steered them in locations in poorer neighborhoods saying better locations were available even as they awarded those locations to white franchise owners. stock down 3.6%, still coming off the lows. back to you. >> thank you very much. >>> as the stock market continues to perform moderately today, a little bit in the red, the bond market has seen backup in yields. let's see how treasuries are performing. go to the 10 year and 30 year, 1.8 1.833%. a considerable move for the 10 year so far

., which eps growth figure do i use and what about one of the negative figure touches verizon or cisco? >> the price to earnings versus growth, i like the normalized earnings power. if you have a loss, try to see how smooth it is starting to pass and project it or use the analyst numbers. go to yahoo!. they have the estimates. use the estimates to figure out the p.e.g. rates t. future numbers are better because we invest in the future, not the past. bob in minnesota, please. bob. >> caller: boo-yah, jim. my question is on a yield you have to be in on x date in order to get a yield. if you missed that date, how long do you wait until the next yield comes up? >> well, it depends. some are monthly dividends and some are quarterly. don't fret. take a long-term view. you will get plenty of dividends. reinvest them. if you don't understand that, go to enbridge's annual report and the website. it gives you the succinct depiction of the power of compounding if you reinvest the dividends. that's the way to go. time after time i tell you not to panic. sell on the way down and you won't get a pro