i'm jim cramer. and welcome to my world. you need to get in the game! he's going out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere -- "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, just trying to make you some money. my job is not just to entertain you but i'm trying to keateach out here. call me at 1-800-743-cnbc. push them back, push them back, has the market lost its mind? they should have been hammered. ! they should have been crushed! laid to waste!

yet they closed in the black? the dow climbing 15 points? .4%? nasdaq rising 0.02%? it was unbelievable. it was unfathomable! and i'm sure many of you are simply thinking what the heck is going on with this wacko, nut job? come on! humor me here. we have the worst estimate to actual job creation number in ages. a number that is so disappointing. i mean, just incredible. it took your breath away. and it's not just some random commerce department figure, some boring purchasing manager's report. some consumer confidence number. this is a big enchilada! the labor department's nonforeign payroll report. no, it's an enchilada with guac and picante. when it's even been a wee bit disappointing as opposed to missing by a country mile which

is what happened today. on top of that, we got the biggest semiconductor on earth, intel. holy cow. remember intel? they used to be really important, right? let's slide in two price wars in technology, tablet and smartphone. the best acting stocks, google, amazon, apple, all at war with each other. three-way free-for-all which will lead to shrinking gross marg margins, right? put all these negatives together and how much should we be down today considering the gigantic rally we had coming into the session? we had to give up yesterday's gains, right? hey, take the tech-heavy nasdaq down by three. but isn't it even -- isn't even that way too positive? given what moved us this week involved actions taken over there in europe, not here in the good old usa. europe can't trump a negative of the worst possible kind! no, right?

wrong. dead wrong. and what may be the strangest reaction to the lousy employment report and disappointing tech numbers that i can ever recall, we fairly blinked. in fact, it's spent a fairly significant amount of time in the queen. first i don't want for a moment to hide my amazement about the action. this morning i did two "today" show stints or hits as they call him in this strange biz. like i hit matt lauer or something. a hit. the first was at 7:10 a.m. where i confidently stated we would most likely get a better than expected payroll number. they got real data. the challenger survey of layoffs and the weekly jobless claims. they were all rosy which to me meant that we had to create at least 10,000 more jobs than the 125,000 forecast. you can second-guess me all you want. but the reality is that almost every single service i follow took estimates up to that positive precursor.

now, i did that second hit. the second hit was for the west coast, okay. that came at 10:01 eastern, 7:01 pacific. that's a nine-minute move-up. that's monumental in this business. because i was so wrong, so optimistic, i ate a similar number of crows to those that attacked the school playground in the movie "the birds." let's not minimize the disappointment or hide behind the unemployment rate which down to 8.1% unemployment. because only in america would fewer than expected jobs take unemployment percentages down. ignore the percentages. it's the anemic job growth that matters. what happened to make the day relatively sanguine? we have to believe the fed's got a present for us that might be better for the stock market than even a stronger employment number would have been. hey, look. the fed is really potent maybe not when creating jobs but when it comes to stocks because it can create mope. all that money quickly spills into someplace and it tends to

be the stock market. second, as much as we like to think of ourselves as the center of the financial universe, right now the most important is its weakest link, europe. and we're still bathed in the rosy hue of european central banks actions to save the eurozone. what's great for their banks is good for our banks. that compared with the stimulus actions, that overwhelms a lousy employment number and the banks. they were fabulous today. bank of america's leading this market. third, last night the chinese pulled the trigger on some big stimulus projects that should help our industrial stocks. these projects, i'm talking about things like roads, sewer systems, subways, they're right up the alley of elevator technologies or machinery businesses like caterpillar. did you see those stocks today? now, of course, we need them backed up with sunday night rate cuts or otherwise. well, stay tuned. i'll tell you. fourth, as much as we might appreciate the good work that

intel's done for the pc industry over the years, the slow death rattle of the pc, it's really starting to speed up. it's not weakness in technology, not. it's a secular shift meaning it's kind of -- you can't stop it. towards smartphones and tablets. the notebook, netbook and ultrabook all key growth story to intel are starting to lose out to the tablet in such a meaningful way that it's hurting this company. how much is it hurting? how about enough to allow apple, google and amazon, all beneficiaries of the downfall of the traditional desktop computer keep driving higher, not lower. it is declining because of what these three titans are doing. and their markets are growing so fast that it is anything but zero sum. finally there's techs beneath today's action. no one who's become president has been able to beat the high unemployment since fdr. there's prognosticators taking

up romney victory right now. romney has something to crawl about right now. anything good for romney is considered to be, whether you like it or not, good for stocks because romney represents no increase in taxes for the rich. everybody owns some, i know, but the rich, that's what they do, okay? including no higher capital gains or dividend taxes. less than regulatory environment that will help the banks and improve the prospects of the oil and gas industry. interesting, didn't those two sectors act so well today. a european boost that avoids a lehmanlike outcome, change in chinese policy, recognition problems specific to intel and a revised chance of a gop victory, by a number that wasn't crushed that often does a whole lot of crushing. unemployment number, real bad for the president. but we aren't investing whether it's easier to get a jb or who's going to win for president. we're investing for future profits and stabilities for our companies, and that actually went up, not down in the last 24

hours. let's start with john in kentucky. john! >> caller: hey, jim, a big bluegrass boo-yah to you from the home of the murray state racers. >> you're from kentucky. what's up? >> caller: my question is about the brazilian mining company, and i know some big news broke today in the industry about the merger. i just wanted to get your thoughts not only on vale but how this news affects the mining industry as a whole. >> first of all, i'm glad you called it vale. it's v-a-l-e. and many people call it like jerry vale, come on give me a break. this is a big iron ore producer. it's been down by a third in the last three weeks. this stock along with many others because people feel that the chinese are starting to stimulate. i think vale, down 16% for the year, can go up for a long time before it gets expensive. let's go to ben in texas.

ben! >> caller: hey, jim. student in college station. curious about your take on the november election's effect on the investment income tax rates and the potential impact on markets especially with regards to high dividend paying stocks. >> it matters tremendous who gets the house. if the democrats have a big sweep, then you're going to wish that the sold more stocks this year because your tax rate's going to go up. you have to figure the after tax does matter on stocks unless you own them in a retirement account. otherwise, look. i never like to do anything, as i say in "real money," don't do anything for the tax man. if you have a company that's real good, hold on to it, even as you may not be able to get as good a rate when you sell because maybe you shouldn't sell at all because the stock's going to go so much higher. another day when the worst was expected, but the market gasped. it took it in stride. disappointing jobs and tech, but the market didn't blink. is the market acting like an idiot?

no! the market's making sense because it's about profits, not about employment reports. "mad money" will be right back. coming up, your next move. while the market shrugged off some bad news today, this is no time to get complacent. it's a jam-packed week ahead. stick around to arm yourself with krcramer's game plan. and later, more holding? it's been one of the market's top performing stocks after surging over 8,000% in just the past five years. but is this sky-high rise hit a ceiling, or will our need for medical innovation mean this run has just begun? plus, frozen smiles? while averages have soared this year, botox maker allergan's stock has stalled, but could it soon be ready to give your portfolio a lift? hold still. cramer's exclusive with its ceo is just ahead all coming up on "mad money."

don't miss a second of "mad money." follow @jimcramer on twitter. have a tweet? #madtweets. send him an e-mail or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

now that you understand why we didn't get crushed by the jobs number we can jump into next week. right now we're being held up by the strength of europe off the ecb's action and the anticipation of economically stimulating rate cutting in china. we still need more demand in this country if today's bad news about the job number will be tomorrow's good news. that's why for next week's game plan the most important days are wednesday and thursday when the federal reserve meets. big jam-packed thing here. you see this lousy unemployment number? it makes it harder that the fed take action in order to get our compete

economy moving again. the market is saying bernanke has to help. i think bernanke does have our back. it will say once again he's looking out for us. even as the gridlock in washington that's got everyone worried. sadly, uncle ben can't throw a bridge over troubled cliffs. this isn't simon and garfunkle. it's democrats and republicans. let's take a look at what else is happening next week. for our game plan, we remember that the week starts on sunday, not for football, but for china. we get a slew of economic numbers out of china. these numbers should be in keeping with all the other chinese numbers of late, maybe disappointing. if that means we're going to come in on monday and the numbers disappoint and the chinese didn't cut rates, the sellers will come out for all of the stocks that did the best today, coal, iron ore, copper, machinery companies. and they'll come out like clockwork. china gave us good inf infrastructure news last night. but we need to see a follow-up in rate cuts and more building programs, or we are going to take away those big, sweet gains.

in terms of earnings, on monday we can forget about facebook for once, please. focus on two ipos that could have made you fortunes. paolo although networks which is in the thick things, firewalls and cyber securities and five below, one of the most inventive retailers out there with multiple years of growth ahead. i told you to get in on both of these stocks before they went public in july. if you did so, you did great. five below has more than doubled from the ipo price. even if you bought stock in the after market for once you're up 30%. as for palo alto, you have a 68% gain if you got in the ipo. if you couldn't get shares in the deal you're still up 33% if you bought it in the after market. these are the two best deals of the year. they are exceptional companies. i think five below especially has tremendous growth prospects as it's just in 17 states. it has a nationwide idea here. it has its own $5 instead of $1 niche. it's not a store that sells cold weather gear. no north face at 5 below.

paloalto gives you cyber security. i think they will both tell us good things. tuesday morning, we hear from united natural foods. what a horse this has been. no ending to the theme of natural foods. just a limited number of players. i think this could refocus people on haines celestial and whole foods. neither is cheap but i think they go higher over time. how about this. mondays tend to be down days as ritual in this market. why? because people keep waiting for the chinese to act. they're still hiding on the other side. we need them to get busy cutting. i suspect we'll be down on monday. i suggest you use deep in the money strategies to buy hain or whole foods. if they are down and today's losses whole foods came back the other day. unfi's numbers could get them moving. here's some ideas. whole foods january 80 calls or february 65 calls for hain. not a lot of premium.

remember, getting back to even, you could stop that at a level higher than the stocks could go if they disappointed. how about wednesday? that's the day when apple is expected to unveil its new iphone. the stock runs into the intros and sold off after them, unless there was something so totally unexpectedly positive that it catches the traders flat-footed. you need to see one of the following. first, the new iphone needs a couple of breathtaking features that you and i probably can't think of but steve jobs might have thought of before he died. maybe they were on the drawing board but couldn't be done at the time. we need some wow factor. we need my girlfriend siri to be more on her game and be able to understand more commands, although getting her to understand my moods is a tough chore. what would cause people to get rid of old phones and switch? like everybody's? do you know jobs is hassled by the need to recharge all the time? he hated it. a phone with an alternative power supply maybe from the sun.

from light. i don't know. he was smarter than anybody. okay? that would send the stock flying. if it's a better looking phone get ready for one that allows you to buy apple. we don't trade apple. we invest. it wouldn't hurt if the phone had a little ciya in it, was made with titanium. they break too easily. pier 1 on thursday. this is important. why? it's at a 52-week high going into the best season. do we see the results of the online efforts? could be. some people are worried. here is what i hear. the company ran some end of summer clearance sales. i feel confident the best is still ahead for this stock which we recommend at $8.94 april 2010 but more importantly it's up a staggering 17,518% from the lows of 11 cents during the depths of the great recession. that did better than your paycheck did. beyond earnings we get the usda

crop report. this one's become one of those trading places duke and duke situations where people either buy or sell deere or potash on every turn. we're going to see that again. i don't want you to outthink it. we've had some rain in the country. it's likely that things aren't worse meaning more crops could be produced. we don't care. use any weakness to buy monsanto if you're a risk taker or dupont. more seeds will be bought next year. that is what i know. and price breaks give you a chance. also on wednesday, this is key. we're going to hear from another supreme court. we'll hear from the german supreme court on the legality of germany's moves to save europe. let's hope the court understands that it would crush the world's economies if it says that germany can't legally participate in what's known as the periphery bailouts. what do we need from the german supreme court. i'm sure they have wise men over there. you know, barristers promoted to

be judges. we need them to get with the outcast program. outlining the manifesto. hey ya! it's okay to lend them sugar because they are your neighbors. thursday we have the g-20 meeting. it would be terrific to get a little worldwide pressure on europe to talk about growth initiati initiatives. so far we have heard about plans for austerity. a pro-growth g-20 initiative would be nice that europe knows you can't layer on debt. you need a hope of paying it back through increased tax receipts. judging by the fact they didn't cut growth. i don't know how serious the europeans are about a long-term return to stronger economies that create jobs and become more competitive. here's the bottom line. after the total nonreaction to today's hideous jobs number, it's clear the market is counting on the federal reserve to get our economy back on track. that makes thursday the most important day of the week. get the fed statement and see what if anything bernanke tends to do about our ridiculous situation. stay with cramer.

>> announcer: coming up, core holding? it's been one of the market's top performing stocks after surging over 8,000% in just the past five years. but has this sky-high rise hit a ceiling or will our need for medical innovation mean this run has just begun? and later, frozen smiles? averages have soared this year. botox maker allergan stock has stalled. could it soon be ready to give your portfolio a lift? hold still. cramer's exclusive with the ceo is just ahead. all coming up on "mad money."

♪ why does love always feel like a battlefield ♪ normally here on "mad money" we like to stay away from the battlegrounds. on wednesday night heaven in the tar heel state asked us about que questcor, qcor. one of the most controversial biotech stocks out there. i decided to take a closer look in order to explain what's going on here. over the last 7 1/2 years, questcor has had an absolutely incredible run.

that's one of the reasons you have heard of out. i highlighted it as one of the seven best performers since "mad money" has been on the air. do you know it was a 50 cent stock in march of 2005 and now is a $52 stock. penny stock to 52? there's only a handful of companies that have ever made that traverse. lately it's running serious turbulence. got hammered over the summer going from nearly $59 in july to just $35 at the beginning of august. it slowly worked higher until this week when the stock shot through the roof, soaring nine points to get back to 52 and change. it's been a wild mr. toad's ride on this one. we have to know what will happen next. were the bears right when they mauled it down to $35, or are the bulls right with the rebound? or has it become the ultimate battleground, a no-win situation where the bulls and bears will fight each other so the best

thing to do is avoid the carnage? to understand what's happening, you need to know that it is not your typical controversial biotech stock. it isn't playing the fdr roulette banking on getting approval for a risky new drug which is when the bears and bulls don't agree on anything. the company has one drug on the market. a product called actar gel. but it's not a new drug that's untried or untested. the rally from 50 cents to 52 dollars on the strength of this single product, i know, that sounds crazy. that certainly attracts the bears. it makes sense. it's been approved for 19 indications. in other words they have one drug. some people consider it a wonderdrug. it might as well be 19 different drugs. it treats 19 diseases. the big ones being multiple sclerosis flares, infantile spasms and a kidney condition. the gel is given to doctors who use it to treat the 19 conditions. the company is testing it on more new indications so out could gain fda approval to treat

more diseases. you know what? seems like a terrific story to me, right? what went wrong? what do people hate about it? why did it get clobbered over the course of july? okay. there had always been a shot of short sellers betting against this one. 44% of the shares outstanding have been sold sort. that's a figure that says people think this is a joke. get out of there. but for the most part -- ooh, eagles helmet -- but for the most part, the shorts were getting their heads handed to them until july. when a bunch of websites started to report rumors about potential competition. for questcor's one and only product. that's how it went from 35 to 52

in a month. if there was competition for the gel, that would be a huge problem. it's got one thing going. it looks like the reports that knocked the stock down were nothing more than rumors. in my opinion, we're going to be careful here and call them rumors of questionable legitimacy. the short sellers suggest a generic version of acth, a core component of actar gel could hit the market within 6 to 12 months. several websites have been legging the story out. that's freaking people. i'm not buying it. how do i know that? there is a lot of paperwork involved in bringing a new drug to the market. the average wait time is two years. if there really were a generic competitor on the horizon, the company would have had to file a new drug application a year ago. there are no records i can find of anything active. the analysts who cover the group agree with me. what makes all of this really suspect is the fact that some online critics may be raising

potentially false claims or questionable claims that might not hold up under rigorous scrutiny. also pointing to the fact that novartis has a version in europe that's less expensive. they could potentially bring it to the u.s. which would crush questcor's margins. but anne analysts tell me novartis won't do that. why? because for them to go through the studies required for fda approval in the u.s. and marketing expenses it could cost hundreds of millions of dollars, more money than they could recoup from selling the low-priced drug here given it would have only three years of exclusivity. the economics don't make sense for me. that's good news for questcore. they're not all idiots. honestly, i looked this up and down. up and down. plus the gel isn't the same as acth. if someone did have a generic competition, remember, actar is approved for 19 different indications. anyone wanting to challenge them has to go through 19 clinical

trials. that's a huge barrier for entry. i don't want to be hard on the shorts here. first of all, shorts bring a lot of attention to different situations. a lot of them are convinced it must be some kind of scam. i can kind of sort of see where they're coming from, even if i think they're wrong. questcor bought the rights to this gel for just $100,000 back in 2001. people think, come on, who would sell it to them? can't be worth much. but actar is expected to do $480 million in sales this year. as much as $2 billion in peak sales. the price they paid, they see the company's big sales force, and they assume acthar gel is nothing more than pharmaceutical grade snake oil. that's wrong. a big change between 2001 when questcore bought it for a song and now selling it for high prices. in 2010, the gel was granted orphan drug status by the fda. these drugs treat diseases that afflict small groups of people.

so governments give the companies that make these drugs lots of extra incentives to make it worthwhile. because it is an orphan, they can charge an arm and a leg for it. there is no alternative. a single prescription can cost up to $200,000. then earlier this week, we got the validation for the bulls, not bears. it was the only kick in the teeth for the bears. many short sellers believe it is a scam. questcore said the u.s. government made them eligible for significantly lower medicaid reimbursement on achtar. in the past qcor didn't make money on medicaid prescriptions. they paid a 100% of the cost back to uncle sam. now they reinvest for 21.3% of the drug. it went from a drag to being a money maker like that. this could mean an additional $100 million next year for them. more importantly, validation of its product. and medicaid will pay up. you better believe insurance companies will, too. today we got strong prescription data which sent it up another couple of bucks. so clearly

doctors like this, too. here's the bottom line. sure, it's a battlefield. even though the bears seem to be fighting a little dirty, i'm confident in the bulls here. the growth of questcore's only product is such a terrific story. plus the fact that there are so many short sellers, anytime we get good news like medicaid news this week questcore will shoot through the roof. the shorts don't seem to have the goods. let's go to jack in florida, please. jack. >> caller: hello, jim. >> yeah. >> caller: this is jack in florida. the company i want to talk about is one you introduced last january on your speculative show. >> right. >> caller: the speculation is opj health. >> right. >> caller: i have been following the company. you had the chairman of the board. >> right. >> caller: i've been buying stocks since last november. and i'm talking about a lot of stock. >> yes, he buys regularly. >> caller: yes. the last couple of weeks he's

been picking up the stock and the only thing coming up that i can see is november 6 is his earnings report. a lot of smaller reports have come out. but nothing to move the stocks. the stocks have been staying steady. >> right, right. jack, let me tell you, first of all, it's a spec. second, he's made a lot of money doing -- he's like heckamman. he's been a great investor, so i kind of bank with him. this is so speculative. please. i get it @jimcramer on twitter. jim, when is he going to be on? it's a spec. no more than a spec. jim in delaware, jim. >> caller: hey, cramer. e-a-g-l-e-s eagles boo-yah! >> absolutely. i have my helmet i mistakenly kicked. it agrees with you. i would take eagles over cleveland. but that's my own. >> caller: my question is about astrazeneca. they are in bed with so many people.

amgen, bristol-myers, pfizer. they have a new ceo coming in next month. where is he going to take this company? >> you know, i have never understood. this company is so despised, jim, it is so despised, and i've got to tell you, in the end, while it doesn't have a lot of growth, i don't think it's such a bad buy here. i do like, just for the record, i like bristol-myers a lot more. questcore may be a battlefield. it's a new product that's just what the doctor ordered. i think the bulls are on to something, and the bears, tough road to hoe. stay with cramer. >> announcer: coming up, frozen smiles? while averages have soared this year, botox maker allergan stock has stalled. but, could it soon be ready to give your portfolio a lift? hold still. cramer's exclusive with the ceo is just ahead.

it is time -- it is time for the lightning round! [ bell ringing ] and then the lightning round is over. are you ready, skeedaddy? >> invidia. >> people worry about the quarter. don't buy. harriet in ohio. >> caller: boo-yah, jim, from ohio. >> nice to have you on the call. >> caller: thank you. my stock is bidu. >> i am not recommending any chinese stocks. why? i believe the cyclicals are going to rally there. mark in missouri. mark. >> caller: hi, jim. got a question on w.w. grainger. >> a fantastic company. bill in california, please. bill. bill, speak to me. go ahead, bill, you're up. >> caller: big boo-yah from the streets of bakersfield,

california. >> i love bakersfield. got a minor league team i once threw out the first pitch. >> caller: i'm losing confidence in nordic american tanker. >> i don't blame you. daily tankers rates are horrendous. sit on the sidelines here. pete in south carolina. pete. >> caller: boo-yah, jim. i bought b-a-c, bank of america. >> my friend matt does a lot of my accounting. showed me a piece of paper, a preferred stock. the bonds, the preferreds are flying. bank of america is good to go. i think you can own it. charles in new jersey. >> caller: what's that? >> you're up. >> caller: thank you, cramer. there was a stock split with con ed. do you think they're going to do it again? >> i don't know if they're going to split. use a new entry point, $58. before i'd get too carried away. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade.

♪ if september is so difficult and there are so many huge events globally that can hurt us, why, jim, should we own stocks? that's the question i got the most on twitter other than from people asking for the recipe for my mad tomato sauce. i have tomato rash again. just sold by the boatload in long island. proceeds to charity, of course. it's tomato rash. it isn't going away. i've got it bad now. it's wherever my clothes touch my -- skin. you know, contact point. not, here, but like here. [ scratching ] >> stay with cramer. >> cramer, another red cadillac boo-yah to you. >> hey, man. good twitter movie. good youtube movie of me singing "brown eyed girl," red cadillac.

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what do you do with a high quality growth stock when there are fears from some of these sell side analysts that growth might be slowing? i'm talking about allergan, agn. medical aesthetics and specialty pharma play that's one of the fastest growing drug companies around. it makes botox, breast implants, dermal fillers, eyelash enlargers. it is not just a vanity play. there is a medical side with a big eye care business where they treat all sorts of conditions from dry eye to glaucoma. my favorite thing about allergan is they keep coming up with new uses with old products. for example, they turned botox into a treatment for migraines. plus, allergan has a terrific pipeline. however the bears are worried that the company's revenue growth might be slowing courtesy

of increased competition and there's been concerns about its valuation. the stock is selling for 18.7 times next year's earnings. i like this company a lot, but those are issues we've got to address which is why i'm thrilled to have the chairman and ceo here on set tonight to talk about how the company is doing and where it is headed. welcome back. >> thank you, jim. thanks for having me. >> it's a funny thing. everyone says it was a terrific quarter, but you guys were the ones, i felt, that were very humble about the quarter. talk about how you were willing -- i mean certainly mr. edwards was willing to say listen, we had headwinds this quarter that made it so we weren't able to do what we wanted to do otherwise. >> for the record we are growing 9.5% in constant currency year to date. the reason i say constant currency is because all large multinational companies realize the u.s. dollar has appreciated virtually versus every other currency in the world.

that's probably our only issue. underneath it all i give a lot of reassurance to say the consumer is alive and well. >> i think there was a split call. a lot of people have been worried that because of the slowing economy, the botox and vanity side would get weak. that was the strongest and you were willing to go with the inference that the second half will be stronger than the first. >> yeah, double reason. first of all, we believe the market for neuromodulators, which means botox and other companies that have come along. that grew double digit despite the economy in q2 and dermal fillers, juvaderm, grew high single digit miss the united states. why will the second half be better? one of our competitors was taken off the market by an injunction. we are now regaining market

share, er go, year over year, we should do better in market growth. 82% market share again in july. then the other driver, of course, is therapeutic as you said during your intro. and there we have migraine picking up steadily and also neurogenic bladder coming behind that. >> we spent a lot of time on migraine. i'm starting to see the ads. the ads obviously -- all these medical ads make it sound like you don't want to take the product. they have a million warnings. but are those ads driving people to the 1,000-some migraine specialists that you have trained? >> yes, of course, we have both in print branded ads and unbranded ads which talk about the disease awareness about chronic migraine. and in fact, we have tv ads unbranded as well. of course, in a little way we could say there is a little bit of google

maybe hidden in allergan as well because, of course, we can monitor exactly how many people click on the site and then how many people spend how many minutes on the site, and do they go all the way through to find a doctor. where, of course, we have trained now almost 6,000 individual neurologists. and so there's the link. >> we haven't spent enough time on overactive bladder. and i promised you last time because you said, listen, jim, this is very big. this is a big second-half story, right? >> yeah. well, first of all, continual growth on this first indication and neurogenic bladders sounds complicated. this is basically incontinence related to people having spinal cord injuries. so this would be auto accidents, sports injuries and also people with multiple sclerosis or parkinson's. around the corner in 2013 we should get the approval from fda for the next and bigger

indication which is called ideo pathic bladder which means severe incontinence. and of course, that's a huge population relative to the first two. >> one last thing. we did see one slow down. is that a permanent slowdown, or do you think that comes right back? >> that was a blip. really the biggest thing was inventory. if you look year to date, ophthalmology sales year to date was 9.5%, which is very close to our long-term trend of around about 10% growth year over year. >> i mentioned your stock as one of the great growth stocks. i certainly feel better after all the questions. thank you, david pyott. chairman, president and ceo of allergan. you will hardly ever see it off 52-week high. maybe this is your opportunity. "mad money" is back after the break.

was there any great news today that caused chipotle to rally more than 24 points? maybe there was better same store sales, new restaurant concept that hit it out of the park? maybe a return to the growth it had before the slowdown hit and drove the stock deluge? no, silly. what happened is lululemon reported a terrific number causing the stock to leap eight points to close in on a new high. what matters is that ulta salon, the fastest growing name in beauty delivered again with a dynamite quarter. very nice.

catapulted the stock more than six points to a brand-new high. what else helped? how about the fact of an upgrade of priceline.com, up 17 points. meanwhile, we saw a dramatic slowdown in job creation at the same time as the other high growth companies gave you good news. just so we are clear, good news at a yoga retailer, beauty store and online travel company? along with slower growth in the economy curtesy of the employment number can cause a mexican food chain like chipotle to rally. sounds crazy? welcome to the nutty world of growth stock investing. where the entire cohort trades together and has a symbiotic form of pin action. that tends to blow away anyone who doesn't have experience playing this momentum game. i talk to you about how high multiple growth stocks are a sector of their own.

these stocks which typically sell as stretch valuations even though they are in separate industries because they are bought and sold by the same momentum-chasing money managers. in other words, there are buyers who feel emboldened to purchase expensive stocks when one gives you good news. especially where the environment is decelerating. i used to hate the stuff at my old hedge fund until, like dr. strangelove, i learned to stop worrying and love the momentum bomb. once i had this process gain that i saw, as soon as ulta took off, boom, you have to go spot the green light in lulu. after hours, ulta jumps up six. take lulu if the numbers are good and more importantly go to the derivative, chipotle. i knew i could get ahead of the other guys. because i was wise to their game. the important thing was how they were related by a common thread. it's not the companies. it's the buyers themselves. often the trick to trading is to spot the pattern of the buyers, not the news of the companies.

chipotle can rally out of nothing. today's key was to recognize good news when it came to lululemon. the apparel maker issued a better than expected number but it gave you a significant earnings boost and allowed strong same-store sales numbers. you have to have conviction not only in the company but in yourself to know it is good news. plenty of short sellers tried to make it look ugly as if the good news wasn't good at all. once you saw the turn in lulu's stock, you could predict that momentum could hold sway, especially since ulta was able to sustain its stance. not just that the stocks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus their own growth rates. one slip and they get crushed as we saw when chipotle was disappointed in july and the stock was obliterated.

not today. the sector rallied together. chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer. where will it send me... one call to hoveround and you'll be singing too!

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big, big week next week. when you see chi