 All right good morning everyone it is Thursday we are on the floor the New York Stock is changed with Jim Kramer and Jim let's start with your reaction to Delta's earnings. Yeah Delta's a little disappointing versus the fact that everybody else was doing much better. Expectations were therefore driven up for Delta so I was surprised Delta has a lot of international routes and the international routes are not helping. I want to circle back to the fact that United Kingdom was good and it's very inexpensive stock that people were saying the Southwest has got too much of a premium right now it's an actionloadsplus.com name if it gets to 60 just pull the trigger. And congratulations on an incredible AAP call yesterday. Thank you yeah I'm gonna try to get some more out about that call on the site of the street because I think that we a lot of the usually being a really good out porting from club members and I just want to kind of magnify some of the things that we said yesterday thank you. All right and you also have a great common real money this morning about retail also target raising its outlook. Right now we have to see this is a really important moment because targets basically saying we're not going to be down but you got to worry about 2018 and what I when I see a group crunch like this what it says is that 2018 is going to be lower than 2017. People portfolio managers have a very hard time buying any stock where you expect that the year next is worse than the current year and target is kind of saying hey listen that may not be happening but boy do we ever have to watch target stock. Now target is quiet period for most these retailers. My understanding I've been very bullish about Walmart so sorry by the way we both like Walmart very much. I think Walmart's got better traffic too. Marcus Lamonus this morning about Camping World saying he's got better traffic. We need to see a Macy's come out or a Kohl's come out just because what happens if we may just think it's target and if it's just target then the group just slides right back down. I would love to see the others talk. The others may feel constrained by quiet period though. Zillow shares getting hit on reports that maybe Amazon gets into listing. You know it's funny Best Buy got hit because people felt they can set up a guess a geek squad immediately. Best Buy has 20,000 people in the geek squad. Spencer Raskoff has built a very unassailable institution in Zillow. Could Amazon come in and do it? Zillow's preferred I think that we're in this moment now where Bezos can look at any business if you want to sell everything because of Bezos. Anything that is consumer related you can do it. I find that that will end up creating opportunities. Okay also Snap upgraded to Steful. Yeah now Steful's just saying look this is the opportunity. If Snap were to come out in the next 24 hours and say that we've now canvas a lot of the big shareholders who are free to sell stock later this month and they're not going to and we're going to buy stock then the stock gets back to 17. Okay meanwhile Seagate downgraded by Barclays? Yeah look I mean if margins are weak margins are weak we're on what we on Western Digital for Action Alerts because it's a very specific situation. I believe that they're going to get the Toshiba Flash business who is their partner because they bought Sandisk. If that's the case stock goes to 100 so we're not going to sell Western Digital off of Seagate's weakness that would be a mistake. Don't forget Seagate is Distrive and Western Digital is Distrive plus Flash and it's Flash that's tight not Distrive. Meanwhile Morgan Stanley is bullish on Netflix's international market. Yeah I mean you know look this is this age-old debate where I mean UBS did this call yesterday well basically if you have enough content that's new that does drive subs internationally I think Netflix is great story. Alright Jim we're also following the banks tomorrow. Yeah now fortunately Janet Yellen said that there may not be two raid hikes or even one raid hike which is then driven the bank stocks down they have often come in with a full head of steam into the earnings period and that is often meant that they no matter what they deliver the stocks get hurt so now they've been softened up consider it like a beachhead where the artillery is softened up the beach so when they land there may be a better situation. Alright Jim Cramer we'll leave it there thank you so much as always sorry for more information on the stocks Jim mentioned please head back to thestreet.com