Disney reported a quarter that was light on revenue. But that’s what they wanted. There was too much money being lost making revenue. They decided to stick with their main brands rather than trying to make a lot of money. They are sticking with their tried and true, the way that Time Warner has been doing.

Disney is going for profitability rather than revenue. This market has the characteristics of a true bull market, as opposed to the last 12 years. The theme park growth for Disney was also very strong. The consumers have more money than people realize. Everyone is hitting a 52 week high.

Cramer may flip flop from time to time, but he isn’t running for president. Sometimes the facts flip flop. This isn’t politics, it is money.

Other companies like Cisco may have a good quarter, but there is no way to predict what Groupon will do.