 Good Monday morning. We are on the floor of the New York Stock Exchange with Jim Cramber to talk about the markets and Texas still dealing of course with Hurricane Harvey Jim Refineries are closing. You have a stock play for us. What's your right about real money? I made only real money this morning. I urge people to go because it's more than I can say in this video. Historically the biggest winners have been the insurers. People don't realize that but they're able to raise rates off this. So for the first couple days the stocks have always gone down. Three months later they're always up. So look at progressive, look at all state. Travelers a little less. Look at chubb. These have been real big beneficiaries of higher prices as have been Marshmack and Aion, the two brokers. And don't forget there could be relocation here. That's CBRE, the real estate company. When it comes to the refiners, they're the winners. Valero has said that the rest of the country is safe. The infrastructure is in good shape. They can't get their people to their Gulf refineries. But if you want to play a refiner, go right ahead with that or Endeavor which is the old Tesoro. A lot of people are playing United Rentals. That's not one that I included today because you need rental big equipment. It's going to be URI that is the winner. The losers here are all the oil companies that have Permian because the Permian won't be able to be used. Permian goes mostly to Gulf, various whether it be Texas or whether it be to Louisiana. And the pipes are closed. There is no way for that oil to get there. So I expect the West Texas Intermediate to fall to 45. Alright everyone, please go to RealMoney.com for more on how to play this storm. Jim let's also talk about Uber naming the Expedious CEO as the Uber CEO. Yeah now Expedia has correctly done a lot because Dara who is the CEO is extraordinary. He's managed to be able to battle against Wall Street which is for years bet against Expedia. Expedia is becoming more and more like Airbnb because of the home away acquisition and how much they've done. I am so impressed with what he'll do but obviously it doesn't matter because Uber is private. Do you think Dara is a better choice than say Jeff Immelt or Meg Whitman? Yes I mean Meg Whitman is disappointed. David Faber reported that she did speak to them on Saturday after giving multiple nos. HPE reports next week. HPE is in a very competitive dogfight with a couple of companies where the price pressure is just really really awful. I'd be very careful there. Alright let's also talk about General Electric. There was a report in Reuters that cost cuts are coming. You've been talking about this for quite some time. Actionalers is buying GE. Why is that? Because we think that Flannery is already starting to write the ship. Jeff Immelt ran a ship that was sloppy. That is my own judgment. I don't mind saying it. I am sure it'll be refuted to the nail by GE but your record is frankly abysmal and you are what your record says you are. So I think that Flannery coming in and making these changes is a sign that Flannery did not have belief in the way the company was run. I don't blame him. It has to be run differently. Alright meanwhile Proctor and Gamble urging shareholders to vote against Nelson Peltz. What did you think? Okay if you have a longer term view of how Proctor is done then you have to vote for Peltz. That's pretty simple. If you have a shorter term view of how Mr. Taylor is done then I think you want to give the company a pass and let there and not have Mr. Peltz won. Again what are going to happen is that the people who are in favor of the longer term view will not like what I said. The people who are in favor of the shorter term view will not like what I said. I don't do what I do because I want to please anybody. I do what I do because I want to please you. Alright there was also a Reuters report that the western digital CEO is in Tokyo potentially trying to finalize that Toshiba. Yeah I mean western digital we sold it. We made a lot of money. If they get to Shiba the stock goes much higher. Okay let's also talk about Apple confirming that September 12th is their next. I don't know if they confirmed it. I mean press reports have confirmed it. I've been trying to speak with Apple directly. This is much faster than people thought. Apple will be pushed hard I believe by Warren Buffett when he is interviewed by Becky Quick on CNBC on Wednesday. I think that's important. It's also remembered important that he's been cutting back his IBM stake. What I find to be most interesting is the Broadcom report last week and we have a very good multiple analysis for Action Alerts. Why Broadcom fell and a lot of it was because I think that they couldn't talk about Apple and how much it means. A Valgo Broadcom AVGO is being sold here. It's being sold here by people who feel there's no more upside. We saw the same thing with Nvidia. I say let the stock come down. Why? Because the people who sell it are not doing the homework that I'm doing. They are just looking and saying that there was no guide up so therefore it's no good. This is the company that's the largest supplier to Apple. This is ahead of schedule for Broadcom. Let the sellers finish and then buy it. Before we move on, we know you're a big iPhone user. You were in Georgia over the weekend posting a ton of fantastic pictures that really took off. I went to a wedding and one of the things that I like about the iPhone is the multiple ways that you can bring things to light. Obviously on Twitter my pictures were well received and both Lisa and I thank you. The important thing to remember is that when you go on vacation it is just an Instagram Twitter festival. This is why I've been always favoring Facebook. I haven't been favoring Twitter because they've not been able to monetize it. But everything that I put on was just a mimic of one-tenth of what went on on Instagram with the people who were at the wedding. I think this is weddings, big events, cruises. Once again they verify the notion of experiential transfer to Instagram good for Facebook. Don't forget gardens. Yes, now my gardens will be this weekend. Alright, we'll look forward to that. Jim also, Gilead Science is buying kite farmer for about two years. Why is this important? Because people have been feeling like, when is Gilead going to make a move? Gilead has not been able to deploy its cash. Gilead has been stuck very much on its one, on its hep C, which is a cure. So that's one time only. This is very positive. I do like CAR-T. You're talking about three, maybe four years in advance. It's multiple myeloma. It's one of their main areas. A lot of different blood cancers. When you think of blood cancer you think of cell gene. This is going up today. That makes no sense to me. This is dedicated to going up against cell gene. But people are going to say that there's going to be more takeovers in this industry. I believe there will be the drugs that are way too many drug companies. This is the beginning consolidation I have historically like Juno as my CAR-T play. Okay Jim, the Amazon Whole Foods deal closes today. Do you think there will be more Whole Foods locations? They should. I mean they have 400 that we're going to go to 1200. What we're going to hear is that these Whole Foods will be distribution centers and centers to be able to move product to you. They're trying to be much closer to you than they are currently. Although in the urban environments Whole Foods is ready to take over. Whole Foods was able to make the most money per square foot. They could cut it in half and still be able to, I think, do quite well. Which is bad news for Kroger, but that stock has come down a great deal. Bad news for Costco. Stock came down a great deal. You can let it lift. I don't think that you necessarily want to be in these stocks longer term because Amazon, whatever it touches, has hurt them so much. Let's go over to Home Depot. Home Depot and Lowe's are both up on the storm. Home Depot was up a dollar on Friday. Historically these stocks have had a two-day pop after hurricanes. We are now in day two. Don't forget that Home Depot is going up against Sears Amazon when it comes to appliances. Appliances have been a very big ticket for them. I like Home Depot, but I understand that now you have a lot of fast money in the stock. That worries me. Jim, staying with some of these retailers, what are you expecting from Best Buy's earnings on Tuesday? Best Buy has had 52 week highs, so therefore it usually means that the smart money has already bet that it's going to be good. My problem there is, again, it'll be good and then people talk about Amazon. Amazon stock, by the way, multiple good articles about it. Doug Kass has a good piece today. Don't forget to always check Bruce Kamich, because he's been dead right on a lot of the negative stocks, but Amazon's been going down. Amazon's been going down because I think people just say, you know what, if they're going to do all these things, they're really going to crater their gross margins. Therefore I don't want to be in Amazon. I myself do not want to be in Amazon. It's my least favorite fang stock. Jim Kramer, we'll leave it there. Thank you so much. Thank you. As always, for more information on the stocks, Jim mentioned, please head back to TheStreet.com.