transocean stock rose 3 and a half percent in trading yesterday. a california company is recalling ready to eat salads and wraps potentially linked to e-coli. the usda says the pre- packaged salads and sandwich wraps were produced by glass onion catering. the products were produced between september 23rd and november 6th and distributed in arizona, california, nevada, new mexico, oregon, texas, utah and washington. still to come: tips--on why small business owners need to get ready now to cash in on economic growth. plus... the culinary industry says good bye to a world renowned chef. a look back at his life in the kitchen. and a money manager-- studys the options for investors who bought the twitter ipo. first business continues right after this... i'm going to pass chemistry, and i'll take it from there. i'm going to do what makes me happy. i'm going to work hard. be independent. live large. make the most of every opportunity. i knew i wanted to go to college. but figuring out how to pay for it? i didn't have a clue. the u.s. department of educat

. >>> transocean has a proxy battle. we'll talk about that. >>> we begin with the dow coming off another record high t. blue chips up 4.5%, marking five consecutive weengs of gains. following one of the papers today, the front of the "journal" arguing the retail investor is somehow back. stocks regain broad appeal, mom and pop, are they finding the markets again? >> my favorite subhead on that is, if you go on the web, you will see, it's bad. i love it. it says, they used cause for concern in the newspaper version, but in the online version, it says, it's bad. bad for who? bad for the bears? bad for the bulls? bad for the country. i don't know if it's bad. if you look at the ratio, one-sixth of the money that's come back out has come back in. they mentioned the pes in that article, 14-and-a-half, that's kind of regular. all this talk reminds me the people that are really negative, the people that come on air, the professionals, they're worried about taper. they're worried about sequester, they all have something to worry

liz: talk about transocean. pretty good deal here with activist investor carl icahn, right? >> transocean, ticker symbol, rig, after they have been working with carl icahn, talking about reducing the number. that is what they're talking about proposing that given it a boost and their involvement and board member talk have given a nice run. david: i'm very excited about the stock, stock brings us internet traveling on commercial airplanes. it is gogo we have the ceo coming up little later this hour. tell us about inthese am. >> you're right. internet provide when you're in flight. the stock is almost up 30%, hitting new highs. they beat the street. great performance. liz: then we've got the semiconductor suppliers, cirrus logic, they slipped into the red. it launch ad supply deal with apple. >> barclays talking about cirrus logic it is not supplying components to the new ipad air. and with that we've seen cirrus pulling back over 13%. year-to-date, no better, down 33% this year. david: as we mentioned before jcpenney has been doing incredible things as well. [closing bell rin

looking to transocean, get to my stocks. rig, ubs raised price target, up to 59 bucks up from 53 bucks. that is a gain of 3.7%. they reached an agreement with carl icahn there, giving it a boost right now. back to you. tracy: thanks, nicole. total returns for the s&p up over 26% this year the equity market clearly has its groove back. one of the reasons for the market's gains, huge flows from equities, from retail investors, maybe not so huge. wall street's term for mom-and-pop of course is the retail investor. so in the past extreme bullishness from retail has been a signal of market tops, leading us to our twitter question of the day. so with everyone piling back into stocks is it time for you to get the heck out? are you selling? tweet us your responses. we'll show them at the bottom of the screen. here to debate the issue, blackrock chief investment strategist, russ koesterich and our own list mcdonald. russ, send it out to you first. a lot of retail people have missed the run and looking at it and saying i got to get in

. >> pop here for transocean up 7%. >> we like it. they are executing on cost saves. investing in new technology. we would be buying the stock here. >> all right. it is time now for the tinl trade. let's go around the horn. mike? >> i think one of the things you can do is sell call spreads. >> dr. jay? >> community health. buy on that name again. >> gordon? >> out the space. prices are going up. we like the stock. >> ebay long. >> guy? >> western digital. >> see you tomorrow again at 5:00. >>> my mission is simple. to make you money. i'm here to level the play r field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people wan to make friends. i'm trying to save you money. my job is not just to entertain you but educate you. call me at 1-800-743-cnbc. you, you have every single right to overpay for a stock if you want to. in fact, you can pay twice, three times what anyone thought was right even a few weeks ago. no problem with it.

carl icahn and transocean reaching a deal. what does icahn's involvement mean for the stock? the u.s. bond morkt closed today but it will still be a week. tesla finded before the u.s. banking committee. and everything you need to know about bonds for the week. stay tuned. announcer: where can an investor be a name and not a number? scottrade. ron: i'm never alone with scottrade. i can always call or stop by my local office. they're nearby and ready to help. so when i have questions, i can talk to someone who knows exactly how i trade. because i don't trade like everybody. i trade like me. that's why i'm with scottrade. announcer: ranked highest in investor satisfaction with self-directed services by j.d. power and associates. >> welcome back to fast none. shares are getting raped over in the aftermarket. sales that were roughly in line. profit margins also fell quarter over quarter and year-over-year. they have got big players to compete against like amazon and of course microsoft. >> this is is a commodity business. >> and the quarter was not horrible. you have got to smoke

schlumberger, transocean, carl did that deal. i cannot bless that. nathaniel in virginia. >> caller: great big booya. how you doing today? >> allen iverson boohay. >> i invested in apple. it feels like a soap opera. >> i agree. they could buy netflix or twitter. instead it gets no respect. this has become the rodney dangerfield of stocks. it deserves more respect and it doesn't need to go back to school. that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. >>> the the second hunger games movie comes out next week. instead of doing the arena style death match, we're paying tribute to the franchise by talking about hunger gains. stocks like white wave foods, wwav, milk, coffee creamer, soy and almond milk based products, plant based, spun off from dean foods a year ago. the healthy eating category took a hit when whole foods delivered a not great quarter. we don't need to worry. the company reported last thursday, 1% earnings, 18% basis. 11.1%, double digit year over year. their ope

transocean, carl did that deal. i cannot bless that. >> caller: great big booya. how you doing today? >> allen al veriz son, i invest in apple. it feels like a soap opera. >> i agree. instead it get nos respect. this has become the rodsny dangerfield of stocks. it deserves more respect and doesn't need to go back to school. that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a...shell. get live squawks right in your trading platform with think or swim from td ameritrade. there's nothing like being your own boss! and my customers are really liking your flat rate shipping. fedex one rate. really makes my life easier. maybe a promotion is in order. good news. i got a new title. and a raise? management couldn't ma

the economy that connected europe to the americas to africa to south america and created in fact it transoceanic trade part of which the united states was involved with. >> host: in terms of building these campuses, who were these founders of these universities? were the slave traders? >> guest: they are largely ministers from the various denominations. remember the colonial schools are denominational schools. so there is puritan harvard and there is baptist brown and episcopalian columbia which is then the king's college. there is the dutch reformed college which is now and there's the presbyterian college of new jersey which is now princeton. these are actually too combinational schools. they are schools that emerge out of the church communion. and then once they are established and as you establish them you need money to do it. a lot of the money, the first source of funds will be england, the columnists will turn to england. >> guest: why would they want to run the school's? >> guest: that is one of the real problems. i jokingly described to myself is that was working, whether the english wa

. >> transocean and our friend carl icahn. >> he's gotten some of what he's asked for. in terms of the dividend and more board seats. what's more important to me, from a fundamental basis, the company has retired ten older drill ships and they're going out and they're -- excuse me, they are ordering more drill ships and retiring older ones this is a big deal. a company that's had older technology and haven't been able to compete effectively to ensco-like company. i have not liked this story. i preferred ensco but like the announcement. >> a big win for carl. he told me a short time ago, they're going to ipo the mlp, that's positive, as well as adding a gentleman to the board that he wanted. hopes that they can raise the dividend again. >> a lot that they can do, because it's a lot they haven't done. if you compare it to ensco, the company's not done the right things, so there's low hanging fruit. >> great step in the right direction how mr. icahn crashingized it to me a short time ago. >>> could reports that apple coming out with a curved phone boost the stock into the

first solar, transocean, jc penney, the gap, and u.s. steel. with all due respect to those companies, fine people, right? is this the last gasp from a big year? joining us from wells capital management jim paulson steve from fed deteriorated investorsp when you go through names like that low quality rally if that's the last gaps before a downturn, what do you think? >> well, i certainly see, you know, there's some warning indications even as bob pointed out. people are not exactly giddy with optimism but they're no longer as pessimistic as they were, complain sensy, values are way up that where the interest rates are also rising. i guess i kind of think that the thing driving this market a lot higher, i believe money velocity for the first time in this recovery, brian, is starting to turn up and the initial signs of that is the economy starts feeling better and i think that's what the stock market's picking up. i'm not so sure that's done. we may go higher into 2014 and maybe when we find out velocity has turned up and that creates a lot of fea

i can't rave about it because transocean system did good things today. i want to be with an oil company, i want to be at mbl. that's where you should be in the process. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> coming up -- eye for innovation. warby parker is changing the way we see eyewear. they've slashed the price of your prescription by cutting out the middle man. tonight, cramer gets a read on how disruptive this could be when he goes off the tape. became big business overnight? ♪ like, really big... then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a company's future with the future of trading. company profile. a research tool on thinkorswim. from td ameritrade. ♪ ♪ so you can get out of your element. so you can explore a new frontier and a different discipline. get two times the points on travel and dining at restaurants from chase sapphire preferred. so you can be inspired by great

vy i have a question about transocean. they've had significant problems from the go, and the stock is somewhat depressed. what do you make of it? >> i don't know. good numbers and think you probably have another couple day or two going up, but it's not my favorite. i do like schlumberjay more. >> caller: i'm truly amazed at your wisdom and knowledge of this vast stock project. >> thank you. i wish i was smarter and have to work harder. what's going on? >> caller: help me with the this. do i buy, sell some, or do i hold home depot? >> no reason to sell home depot. i want to be a buyer of home depot. it's a great american company. mr. blake has done a terrific job and it's not expensivexpens. i bless home depot. that, ladies and gentlemen o the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. gre. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ [ indistinct talking con

i can't rave about it because transocean system did good things today. i want to be with an oil company, i want to be at nbl. that's where you should be in the process. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> coming up -- eye for innovation. warby parker is changing the way we see eyewear. they've slashed the price of your prescription by cutting out the middle man. tonight, cramer gets a read on how disruptive this could be when he goes off the tape. >>> all right. we keep hearing there's a bubble in the cloud computing stocks. you know what, honestly the valuations here have gotten pretty bubblicious. but sometimes the opportunity is so big, it simply can't be contained by the price to earnings multiple analysis we like to do on the show. something i saw over and over again at dream force, the big tech conference we went to on monday. consider cnqr. here's a $5 billion company that provides corporate travel and expense management software through the cloud t

the big winners, jc penney up almost 5%, best buy up almost 4%, and transocean up sharply as well, up 3.25%. ty at the schwab conference in washington, d.c. what's the mood like down there, ty? >> you know, i think it's -- i think it's cautiously optimistic. you and i have been coming to events like this for a long time and you can see the ebb and flow of the markets, 2008, 2009, attendance was down, palpable fear. today if there's fear it's fear that people may be a little bit too complacent, that they have once again grown too accustomed to a market that only goes up. the other thing you notice, sue, is how these kinds of events have changed. sure, there's the food, some of it pretty good, some not so good, the tote bags, but there are charging stations and social media. that will do it from the schwab impact conference for this edition of "power lunch." >> "street signs" begins right now. see you later, it ty. >>> somebody forget to tell the markets they're due for a drop. the dow continues to climb and two very smart investors here with their playbook as we already start thinking

this has become transocean. it's transocean 2! carl icahn is pressuring tim cook, he pressuring a ring company. if i were tim cook, i would say, hey, listen, carl, the ring business is not really analogous. and we didn't do mccondo. >> a balance sheet is a balance sheet, capital allocation is capital allocation. >> what are you, a tree is a tree? are you a poet? >> a rose is a rose is capital allocation? >> don't forget that he owned about 6% of transoh scean. he can never own 6% of apple. >> no, he can't. but what should i be excited about if i own apple? the possibility of another meal between tim cook and carl icahn? is that what i'm looking forward to? >> that's where some investors are in their head. >> how about the idea that the products are good and the numbers may be good or it's a good holiday season. you never reveal where they end up eating. >> i'm pretty sure they ate at carl's house. >> they should have gone out, maybe go to daniel or something, $400 a person. >> i'm told it's 910 on 11/12/13. >> and 1, 1, 1 -- >> it

transocean and halliburton built that well. they built this one. and they don't believe they can say anything to the country that will be credible or reach this level of confidence until they fix the website. fp it's not done by the end of the month, they'll be in even worse trouble. >> unusual to hear a president say i'm sorry? >> sure it is. especially this one. they don't like to do it. they don't like to do it about something that's big and identified with their administration as this one is for the president and the white house decided he had no choice. >> i'm sorry can be very effective, though. thank you, major garrett. >>> america's fourth largest city is involved in a new video controversy. two days after admitting he smoked crack while in office another video is showing him in a very profane rant. >> hard to hear the rant with all the bleeps. the video first appeared on the "toronto star's" website minutes after it released he told reporters that he was, quote, very inebriated. he said it was extremely embarrassing. >>> unmanned aerial ve

the activist investor tweeting his response writing in part, quote, great news for transocean and activism today. joe, over to you, sir. >> i think he just likes us to say his name. >> a lot, in any context. >> carl icahn in. >> yes, pretty much. >> icahn, icahn, icahn. >> in every story, in every headline. >> icahn wants to be an icon. >> he is an icon already. >> is that what the word is derived from. >> i don't know. >> spelled differently. >> not the word icon. i wonder his name. not either. >>> in other corporate news, the government wants bank of america to pay nearly $864 million in damages after a federal jury found it liable for fraud over defective mortgages that were sold in this case by its countrywide unit. government's also asking for penalties against a former mid level executive at countrywide. the jury found her liable as well. and vc firm andreson horowicz has sold a third of their shares. the shares were sold between 49 and $50. that makes the sale worth more than $111 million. kind of interesting that they decided to do that. the firm still holds more than 4.5 million s

and then transocean reported a larger than expected profit due to increased demand for its rigs. also, it was able to charge more, so higher rates. restaurant operator noodleses & company reported lower than expected revenue and its -- okay. that's why. it's only the second quarter of a public company. that is the nickname for my daughter, blake. her nickname is noodle. remember mr. needloodle? >> yeah. i see him frequently. >> there are two of them. >> they're both alive on youtube. >> right, right. >> i like ramen noodles. >> that was a college thing for you, wasn't it? >> now they have super fancy ramen noodle shops in new york city. >> yeah. >> it's like cure carbs, i think, isn't it? >> probably true. >> and if you want enough protein from rodent hairs and insect parts, you don't even need those. >> there's people eating breakfast this morning, joe. >> i know. where is your yogurt? it's not milk and cultured nastiness. >> it's not here yet. it will be arriving. >> cultured nastiness. >> no, thinking about germaphobes and what your life is like -- >> there's a difference betw