make my mark i wawith pride.ork. create moments of value. build character through quality. and earn the right to be called a classic. the lands' end no iron dress shirt. starting at 49 dollars. my mission is simple, to make you money. i'm here to level the playing 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 want to make friends, i'm just trying to make you money. my job is not just to entertain you but to educate you so call me at 1-800-493 cnbc. i'm talking about the earnings reports, the week where the most critical judgments will be made. judgments that may indeed determine how a slew of important stocks trade between

now and literally the end of the year. yes. unfortunately, the stakes are that high. before i get to next week, though, let me just say that after today, where the dow gained 28 points, s&p gained 28 points, s&p climbed .58%, we now know for certain this earnings season is turning out to be an incredibly bright one. this morning on "squawk on the street," carl david and i were going over this remarkable advance to all-time highs and carl ticked down all the bricks in the wall of worry. that this market has had to climb, the sequester, the spiking interest rates, the government shutdown, the debt ceiling standoff, so many others. but it just keeps going higher. and the reason why, the earnings. the earnings per share. consider the fabulous earnings reports from the last 24 hours alone. we got blowing numbers from chipotle, google, schlumberger, general electric, food, tech, oil, service, the industrial.

plus on top of the amazing financial numbers we got this week from capital one, american express with the notable exception of ibm, this has been the best earnings season i can recall in years. and that's contrary to what you have heard. but i'm in the thick of it. that's what i'm seeing. you know what i think it continues next week. it is my fervent hope, though, we get a down draft. if only because i don't like to chase after this week's outstanding performance, we are most certainly chasing if we buy at these levels. you know what, though, maybe we will get that selloff. my reasoning, did you know that good friday once fell on a monday? of course, that good friday was a horse, it collapsed in a steeple chase in the u.k. in '46. well, next week, the friday labor report falls on a tuesday! and i think it will give us an opportunity we need to buy some high-quality earnings stories at lower levels because of a strong jobs number, meaning one thing,

one that is going to send the market lower. you're going to hear about a talk of a taper, less bond buying. we know parts of this economy are very weak. i believe that home sales have taken a real turn south. we are going to find out when we get existing home sales monday morning. but any sign that the labor report for september was better than expected, that will send interest rates immediately higher. and i think that could cause stocks to go down. you know what? that could be your opportunity. buy, buy, buy! when it comes -- this opportunity, when it comes, you know i like to buy the stocks cheaply of companies that have already reported terrific numbers. then there is no need for guesswork and i have already outlined the numerous winners this week. let's look at companies reporting this week so we can be ready and have our game plan. first up monday, vf corp.

yesterday i told you how people are spending more and more money on hard goods, maybe not apparel. hence a terrific move in best buy. what happens, though, if the switch is just in the united states? we will know when the very heavily international vf corp reports and i bet eric wiseman, ceo, traces out a good story about the brand coalition, you know, north face. monday night we get results from one of the market's most anointed stocks of 2013. and that's netflix. if this company hits the high end of its forecast, reporting 1.5 in this country and 1.25 million overseas, i think it could easily have a google-like move. meaning, yes, i think could go up more than 10%. is it possible? remember what people used netflix for, to bing binge on cable dramas they didn't get into when they started, walking

dead, breaking bad, orange is the new black, arrested development, starring jim cramer -- okay, cameo by jim cramer and house of cards. we've got a whole new season coming, one of my favorite shows because kevin spacey is so fabulous. hence a continued levitation of this cult stock. tuesday -- tuesday is all about enzymes and sandwiches. we know from the ceo of dupont, ellen coleman, the stodgy chemical company is reinventing itself as a science company, addressing the need for global safety. many want to hear about a two-company solution. a splitting into a cyclical commodity business. and a secular growing engineering concern. you know what, we get that. we get that split and stock pops 10%. we just get in line earnings and i believe the stock goes down. tuesday has also got a tough one. one of my absolutely faves, but we've got to own this thing. panera bread. owning it meaning it may not

work. not own it meaning buy the stock. today the broker's firm wedge bush slashed its estimates for panera. not shocking. we have heard a ton of rumors about same-store sales decelerating, despite the celebrity pumpkin soup i had just last night. then you get an amazing entry point so keep your powder dry and get ready for my analysis of the quarter right after panera reports. we hear from united technologies, too i believe this will tell a fabulous aerospace story. here's my worry. could u-techs be like cramer fave honeywell, which disappointed today. [ crying ] because it has too much defense exposure, because expectations were too high. you know what, if that's the case, if united technologies really is kind of like what happened with honeywell, i prefer to wait for boeing. maybe get that on a selloff wednesday. because ceo jim mcnative americany will tell us about his 20-year plan. i've been telling you this stock

is a buy on any week since it traded in the 60s. it had it closed over $122. now let's talk about controversy. besides boeing, we get results from caterpillar wednesday. this might be worth some out of the money call options. i say that because there are many people shorting caterpillar. some deservedly, i might add, given the misses it's had the last few quarters. last night we had a confident united rentals on the show, a huge caterpillar customer and all i heard was how demand is spiking for construction equipment. when i meld that with the sharply better than expected chinese gdp number we got last night, and the radical turn in the fortunes of europe, i have to come away with the possibility that caterpillar could raise guidance, not slash it, like a lot of -- but actually raise guidance through 2014, which would cause the stock to shoot past 90. put that one on your radar screen, please. after a too strong employment number, perhaps. it might be a huge opportunity with very little capital expended and a limited risk, because remember, i want you to use call options. i told you next week was a big one. ford motor reports. and i hope to hear two good

pieces of news. the first being that european operations have turned around and second that ceo alan mulally is going to stay through 2014 to finish the big turn before he hands it over to mark fields, another terrific manager. ford is a main industry of my charitable trust. i think he can go to $20 very early next year as part of a european renaissance. we also hear -- this is a tough one from amazon. repeat after me. i will not trade amazon until i hear the conference call. this stock has been notoriously crazy beast on earnings day as people try to use headline numbers to predict its move. folks, it doesn't work. plus, this is a cult stock, trades on satisfaction per share. don't get your head blown off. wait for the call. it's a short one. really. briefest of all of the big company calls. it could be terrific. one more for thursday. 3m. what can i say about thulin, ceo of 3m, thoughtful man, given you a 32% increase this year. do you know it's traded down

almost every time it reports that day. like core labs today, holy cow. what an amazing opportunity 3m has been. i think it could repeat. friday a company that is probably going to play the washington blame game. who could blame them. i think that united parcel is worth listening to and perhaps even buying as it too has a habit of selling off on the news. so here's my bottom line. as you can tell, i don't want to chase. i want to wait and don't move unless you get some fed-induced discounts. otherwise the much better than expected earnings season isn't going to quit yet. and neither will the stocks as the numbers just keep coming through. let's go to steve in arizona, please. steve. >> caller: hey, jim. a good boo-yah from arizona. how are you doing? >> all right. how are you? >> caller: really good. hey, you got a great show and great staff there. >> thank you. >> caller: i have got a question about pot belly. what do you think about -- i

bought it the first day of the ipo. kind of dropped down 20% and looks like it's up about 7 today. >> well, my friend was somewhat critical and carl and i were talking about it today. i favor the healthier eating stocks, not the less healthy eating stocks. i wanted pot belly to take the pop and move on. i prefer noodles, i prefer chipotle, perhaps after panera reports and goes down, i might prefer panera. all those i think are a more healthy eating situation and that's what i'm looking for going forward. let's go to travis in indiana, please. travis. >> caller: hey, great to talk to you, jim. >> thank you, travis. >> caller: can i give a quick shoutout to my wonderful mother in ohio named sherry? >> absolutely. sherry, thank you for watching. go ahead. >> caller: and my stock today is align technologies. they went up a whopping 26% today. and i want to know, with all opportunity overseas for them to expand, do you think it might not be too late to get in on this stock? >> you know, this one went up

and i know why. because i recommended it many years ago and then it reported a bad quarter and then a couple bad quarters. there is a heavy short position here meaning people are betting against the stock. they got fooled. i say that, by the way, today in athena health. same thing. good number, upgrade, boom. you can't buy it now, sir. it is just too high. but i'm glad your mama listens. all right. stop, look and listen. earnings season is off to an incredibly nice start. i know i sound like the only person doing this, but i'm on these calls. i think it could continue. but let's not chase stocks, people. wait for a pull back. i bet we'll get one when good friday falls on a tuesday. stay with cramer. coming up, spec for tech. ibm's disappointment the shook the market. but a big gain for the cloud plays. tonight, cramer is plugging into a brand new spec that could help you ride sky-high. don't miss a second of "mad money." follow @jimcramer on twitter.

have a question? tweet cramer #madtweets. send jim an e-mail to cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. ♪ when i'm halfway into your heart ♪

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head to madmoney.cnbc.com. when ibm exploded yesterday -- sell, sell, sell! didn't just disappoint the hardware site, although that was absolute. the software business, there was one standout on the software side, according to ibm's management. their cloud computing biz. but the company's cloud ex exposure is microscopic. i bring this up because the heinous quarter is eviscerating the noncloud software players. last night i mentioned salesforce.com, the king of the cloud, as a way to play. but sales force is well-known. what if you're looking for a speculative way to play, cloud computing over traditional software? let me introduce you to a new one here.

speculative friday. it's called service now. that's n-o-w, a cloud-based software that came out in june of 2012. i have to give you a lot of caveats with this one and i went over this and went over it before i talked about it. save it for speculative friday, save it for after ibm. but i think the opportunity is to good to miss as long as you keep the warnings in mind. service now was founded in 2003. originally the company got off the ground by selling software to automate their response to various tech problems. sounds prosaic, but listen. basically, service now software would monitor the systems in a company and sends alerts when things broke. not an especially sexy business. and service now never branched out, i certainly wouldn't be talking about it on speculation friday.

but service now did branch out. the company created an easy to use low cost development platform that allows them to write their own applications. you shouldn't need a computer science degree to fix problems at your company. anyone can create its own computer software but developing an application from scratch sure isn't easy. so you've got a host of big established players, hewlett-packard, ibm to give tools they need to make the process less difficult. the thing is, service now needs these old-school competitors, not only does service now have superior technology and support but the cost of ownership is 50% less than the competition. is in other words, they literally half the cost. i think the scale of opportunity is enormous. at the end of the second quarter, service now has 1,778 customers across a wide variety of industries from finance to

consumer products, health care and technology. companies targeting large enterprises with revenues over $750, and at least 200 i.t. employees. when you look at the forbes global 2,000, service now is an astounding 17% of them is clients at the end of last quarter. and i'm sure that number has grown because the company is taking share in taking names aggressively. service now is expected to do $410 million in revenue. imagine they can grow that number to $1 billion by 2016. that would represent a 35% compound annual growth rate. we don't have a lot of companies that grow that fast. and i've seen some estimates that suggest that service now could reach $2 billion for revenues by 2018 which would make it one of the fastest growing software companies. wouldn't surprise me they can do this. some of the numbers are downright astounding. even as service now's software is cheaper than its competitors, still the highest revenue per customer as a service company, and that's a cloud business, because of the superior technology platform. companies service now is low

churn, meaning they keep most of these customers. companies now reported 14 straight quarters with a renewal rate greater than 90%. aggressively expanding sales force. the company expects to end the current quarter with the equivalent of 600 workers in its sales in its marketing department, representing a 70% increase. i know it costs a lot to train people. this is a company with strong visibility the. meaning it's easy for service now to see how much money they can make in the future. at the end of last year, they had a $550 million backlog of business. now how large can this company grow? according to smart piece of research from can accord, they say a $3 billion opportunity for service now, company's total addressable market coming in at over $12 billion. so no wonder it's higher than 16

months ago. it's not a surprise this stock has rallied another 110% in the after market. but while we're on the subject of the stock's huge run, let's talk about some of the caveats. first of all, service now is not profitable yet. it's expected to go into black next year. but even then, those earnings will be so puny you can't really value the company on a price to earnings per basis. that's why on speculative friday. when you look at service now on a price to sales basis, it's expensive. i'm only mentioning now because the stock got slammed during the government shutdown. down 3.5 points off its high. the valuation may sound daunting but sales force and service now are similar. service now reminds me of sales force back in its early growth stage from 2005 to 2008 and that's apparent where sales force stock almost quintupled. third and most important of all, service now reports next wednesday after the close. even after their recent pullback this is still the very model of a modern momentum stock.

so if there is even a tiny bit of hair on the quarter, meaning if there is the slightest thing wrong with it, the stock is going to get hit, and maybe hit hard. so how do you play it? half the reason i'm introducing you to service now tonight and not after the quarter is the hope that the street will find something to dislike about the quarter and the stock will sell off and you'll be ready. because it's going to create a fabulous buying opportunity and a name that doesn't give you very many buying opportunities. that's it for those of you who do the homework -- i think they're putting on a tying position on tuesday or wednesday before the company reports. but you'll want to keep the rest of your powder dry, just in case we get a buyable selloff. here's the bottom line. the cloud cannot be stopped. cloud-based software providers are crushing their rivals and pretty much every venue where they compete. service now is bringing the cloud to i.t. departments around the world with its top-notch

development platform and growing like a weed. i think this could be a terrific long-term spec. but remember, you only want to buy a small sliver, a tiny bit, before the company reports next wednesday. after the close. stay with cramer. coming up, you've got mail. gone are the days of dial-up. but in these high-speed times, many have left the stock for dead. could it ever catch up to google's gigantic games, or should you disconnect?

on a day where google surged over 100 bucks, the blast through $1,000, after a blowout quarter, many of you are probably kicking yourself for missing this move. even as there are a whole host of analyst with 1,000 price targets and we have been

recommending the stock on "mad money," taking heat until today. for those of you who missed the boat, let me tell you about the greatest internet turn around story you have never heard of, no one has heard. that's right. tonight we want to draw your attention to a stock left for dead years ago. a name synonymous with the dot-com collapse. but somehow managed to survive this, and is now actually thriving, even though it's only ever mentioned as a punch line. i'm talking about -- aol! the ultimate back from the dead last year's internet stock. aol! everybody knows the history here. but not many people familiar with the incredible comeback it's having right now. you know how america online was the premier dial-up internet play back in the '90s. really the poster child for the dot-com double. you know how they bought time warner and turned out to be disastrous as the bubble burst. dial-up. hmmm. i mean, obsolete. and aol began to shed

subscribers like crazy, finally time warner got fed up being leased to this loser business and spun out as a separate company in 2009. frankly, most people have basically forget about it since then. but it's what's happened since then we care about now. over the last three years, aol's terrific ceo, tim armstrong, has been aggressively trying to turn his company around. and lately, i think he succeeded. the new aol is all about providing users with the kind of content they want to see. and helping advertisers place the most effective online ads. this company has come a long way from being a mere dial-up internet provider. these days, aol is a true house of brands, running all sorts of popular websites, including huffington post, aol autos, tech crunch, stylist, mapquest and patch, a network of local news sites, just to name a few of the big ones. the decision to buy the huffington post -- i remember when it was made and people laughed because it was losing

money. it now looks particularly brilliant. as huff post has become one of the most popular online media brands, i use it all the time i'm sure you do too, moved into video in a major way with a site currently getting over 100 million views a month. meanwhile, aol has figured out how to do online television, and they actually have their own network. aol-on, making this a huge play on the migration of ads to video from other mediums. the company has its own original programming that people genuinely like. plus this part quarter aol -- this past quarter aol announced it's buying adapt tv for 4 to $5 million. no one talked about this. this is so smart, going to double the company's video revenue. and these aren't just to punch a bunch of type dream ideas that may or may not work. we know they're working, advertising agencies committing. lately the big trend advertising is towards what's known as programmatic advertising. i've mentioned this, something

that google pioneered where companies use software to automate where they put their ads to get the most bang for their buck. this has been tough for online companies that make most of their money from ads. but aol has now figured out a way to navigate this new programmatic world and i find it fascinating. last quarter the number of advertisers aol worked with increased by 20%. the revenue from ad agencies grew by double digits, both versus the previous year and versus the previous quarter. that said, aol is thinking bigger than programmatic advertising. they noticed that much of the advertising on the web is about a race to the bottom where advertisers try to make people aware of discounts on products

they're familiar with. but the big bucks in the ad business are spent on branding and most of the money goes to tv, radio and print, not the web. so in order to grab a piece of the pie, aol wants to think about project devil, giving huge brands a platform to advertise, and through patch, the collection of local news sites, local advertising dollars, not as much as i would like, but they are doing it. the company bought patch in 2009 and the business should be turning a profit by the end of the year. at the end of the day, i am a numbers guy and it's the numbers that convince me that aol indeed has come back from the dead. even as it's still written off as a total has been on wall street. when the company last reported beginning of the august they posted a display ad revenue. i know, everyone wants google-like numbers. you can't have them here. but bare with me. aol's unique visitors are growing, up 3%, and cut the company's various media properties, hey, it's a start, come on.

while at aol advertising network trafficking increased by 1%. and the dial-up -- shrinking, average revenue per user up 12%, courtesy of a price hike. not only is aol growing, but the company has cracked down on expenses which were high. in particular, over the summer management announced they would restructure their patch local news business with the goal being to shut down 40% of the least profitable local sites, thank heavens. this was a ruthless restructuring but exactly what the company needed to do. as patch will be profitable after a major source of losses. i was shocked when they mentioned they were going to take this restructuring and no one said hallelujah that's going to drive the stock to 40. despite the moves and improvement, it seems like hardly anyone can be bothered to notice how tim armstrong has completely turned aol around. you know what, though? that's okay. wall street's loss is your opportunity. and at aol management, they feel the same way. because they are aggressively buying back their own stock. maybe one of the most aggressive buybacks currently in place. they're doing it to the point where it almost feels like they're slowly taking themselves private. last quarter, aol bought back

1.5 shares, this a $2.6 billion company. so in a single quarter, retired 2% of the cap. another $150 million repurchase authorization, bringing the size back to $200 million. consider these numbers. at the end of 2009, right about when tim armstrong took over, aol had 106 million shares. as of this past june, that number is down to 77 million. 27% reduction. that is really quick. i think aol is a bargain right now, trading at 18.3 times next years earnings estimates and if no one else agrees with me and i feel alone on this one, you know the company itself is right in there buying with you. here's the bottom line. it doesn't happen often. but companies can bring themselves back beyond the grave. and i don't mean walking dead style. but did you see the numbers people watching that thing? aol is a dot-com era survivor that totally changed its stripes but nobody seems to care. it is now an online house of beloved brands, people. and even if no one else believes, management is putting their money where their mouth is, buying back a tremendous amount of stock. you know what?

i think you should be in there buying it with them. let's go to jordan in maryland, please. jordan. >> caller: boo-yah from the university of maryland. >> i'm going to give you an under armour boo-yah! >> caller: i have to ask your opinion about tableau software data. >> yeah, you know what, i looked at data. i am not close enough to it right now. i've -- this is one of these many new companies. bingo, more work on tableau, this is the second time i have not been able to keep -- not been able to keep up. let me come back and do some work on it. listen, you've got profits! yeah! they're back with a vengeance. no one is talking about aol except for me. oh, yeah. and tim armstrong. but he's -- and he is also buying! don't move. "lightning round" is next.

it is time! it's time for the "lightning round." are you ready, skedaddy? time for the "lightning round." start with john in florida. john. >> caller: hi, jim. it's john k. in florida. jim, based on a the news yesterday, do you feel it was

warranted that amd taking a 10% hit? >> well, john, i went over the quarter, and you know, i thought it was going to be a gaming quarter. and it turned out to be very much a personal computer quarter. i think it was overdone. but i think a lot of people expected a breakdown quarter and didn't get one. richard in illinois, please. richard. >> caller: yeah, jim. in september you said southwest was at 12.50 and you said it could hit 16. it hit 16 yesterday. is it a buy or sell? or what? >> i still like it. i do like usairways a little better but i have been steadfast with the airlines. i would have gotten much more aggressive had usair been able to merge with amr. i hope the justice department let's that go through. that would make it more bullish. herman in ohio. >> caller: hey, jim, appreciate you taking the call. i've got a stock that's reduced -- increased sales, has a yield at 2.7, and what's your opinion of it tgt, target? >> i like target. i know.

i mean, i think the retail has been oversold. rth is not going down. i think it's a good one. kyle in new york. kyle. >> caller: hey, jim, boo-yah! >> boo-yah. >> caller: i'm kyle, i'm 12 years old. i watch your show every night. and i love it. >> well, thank you very much. >> caller: there's a stock i want to ask about. >> okay. >> caller: jim, with all the restaurants sector, we're wondering if ruth hospitality group is a buy or a sell. >> i think it's a decent idea, not my fave, but i think it works i have to tell you. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> the "lightning round" is sponsored by td ameritrade. what do we do with the medical device stocks right

what do we do with the medical device stocks right here. consider st. jude medical, stj. maker of cardiovascular devices like implantable defibrillators, pacemakers, vascular plugs and heart valve replacements. stock has gone up 56%. but even after this move, wall street has a mixed few with 11 brokers who cover the stock ready to buy. there's ten holds and three sells. and those guys are very negative. now, st. jude just reported a solid quarter on wednesday morning. and the market's reaction was quite confused, to say the least. the company delivered a one-cent earnings beat off an 89-cent basis with revenues that came in better than expected. management gave roughly in-line guideness. and opened down $1.36 and

rebounded hard for the day. so which is right, to sell for the rally? i think st. jude deserved to go higher and could go higher still. company has been taking out costs aggressively, and while the margins got hit by that medical device tax that kicked in this year as way to fund the affordable care act, eventually st. jude will annualize the numbers and the tax won't do more damage than it's done already. it's at a crossroads, it controls a quarter of the cardiac rhythm management business and with a host of new products coming out, it's possible saint adjudicate could capture as much as a third of the market. don't take it from me. let's take a closer look from danielle stark, chairman and ceo, more about where his company is headed. mr. starks, well to "mad money." >> ba boo-yah, jim. >> always like to start with a boo-yah. i've define been studying your industry, it's got to be the single most competitive industry. the other guy is always trying

to leap frog you. is this not a story of disruptive technology? >> i think it is. this is a story of st. jude medical transitioning from yesterday's growth drivers to tomorrow's growth drivers. and to do that, we especially focus on innovation that we think can be truly disruptive in today's health care environment by the standards of the affordable care act as well as by similar standards in global markets around the world. so our goal is to deliver technology that not only will benefit st. jude medical shareholders, but that will save money to the global health care budget at the same time that we're improving patient care. >> well, i want to talk about two different ones, bus i think these are the needle-movers, if they're incremental spell it out. but these are where the 2014 growth story is. >> i -- you're exactly right. and we're working diligently bringing both these technologies to the market. both technologies will be a tremendous benefit to patient and providers of health care and both these technologies stand to help improve health care economics at the same time we're

improving patient care. >> everyone is worried about costs. there is a $37 billion heart failure hospitalization cost to our country. how could this cut that? >> well, that $37 billion figure is an annual figure for hospital -- for heart failure-related hospitalizations. and the cardiomems technology has demonstrated through an appropriate randomized clinical trial that if physicians which would include heart failure patient, cardiologists, have the benefit of a cardiomems device to help them with their class three heart failure patients, hospitalizations can be reduced as much as 28% in the first six months after the device has been implanted. and hospitalizations can be

reduced by 36, 37% over the first 17 months of care. >> well, why would we put as a nation, why would we put an excise tax on a device that could save us a lot of money? >> jim, it is horrible public policy. there are a number of very smart, very conscientious observers who think a medical device tax could be a good thing. but they think that because they don't have the whole picture. and if one has the whole picture, the excise medical device tax clearly is just bad public policy. it has cost jobs already. it has put in place dynamics, which over time will reduce innovation. the reduced innervation over time will reduce exports from the medical device industry. in 2010, we exported approximately $36 billion. it's a very favorable balance of trade. unlike a number of competitive industries around the world. and to the extent that exports are reduced that will further reduce american jobs, as well.

so on all fronts, it's a poorly conceived public policy, and it's very bad public policy. >> let's go back to something that might be a big seller next year, that might be exported, that obviously is -- is disruptive. this is a minimally invasive procedure to put in a thing called nanostim, a leadless pacemaker. how is that different from other pacemakers? >> this is breakthrough technology. what i'm showing you now is a regular pacemaker.

it's a lot smaller than it used to be. but this is the size of a state-of-the-art pacemaker. and you can see a wire that is insulated, attached to it. here is a nanostim pacemaker now available only through st. jude medical. and this small pacemaker in this hand does everything that the larger pacemaker does. the small pacemaker does it with a less invasive procedure, no need to create a surgical pacemaker pocket. this smaller pacemaker lasts as long as the large pacemaker. the smaller pacemaker is everything that one would want, no bad news, no offsets. it's retrievable. it's been demonstrated to be safe in the united states, where initiating our pivotal clinical trial to satisfy all of the requirements of fda. it's a winning innovation, and we can hardly wait to get this into the hands of more physicians around the world to benefit patients who need

pacemakers all around the world. >> one last question. is this a 2014 approval or is this one of those things where, like we see a lot of phase three drugs, where we don't know. we just don't know when it's going to be approved. >> in -- in europe, this product is already approved for market release. the clinical trial work already has been completed. we are in the process of building up inventory to launch this product in europe already here, beginning the first quarter of 2014. in the united states, it will take longer. so we're not counting on this product to be in the united states in 2014. but we are encouraged that fda has voiced very strong interest in the value of this innovation, and in working to check the boxes, to confirm that the innovation is safe, check the boxes to confirm the performance of the smaller pacemaker, and work to get this into the market for u.s. patients as well, as soon as possible. it's too early for us to predict exactly when that will be. >> well, mr. starks, you've done a great job with your company, i have felt you are the innovator in the group. i want to thank you so much for coming on "mad money." >> thank you for having me. >> okay. absolutely. okay, guys, daniel starks, chairman and president and ceo of st. jude med.

very competitive business. those who have the best devices win. st. jude has always had the best device for as long as i've followed this company. sounds like they've got some winners. i think you should stick with the stock. stay with cramer.

how the heck do big cap growth stocks rise over 13% in a day? how does internet king google rally 122 points in a single session?

how does chipotle, a company that in the end just makes a really good burrito, go up 71 points in a couple hours' time? what the heck? because they can go down the same amount on a given day. that's how. and in both cases, they have. welcome to the world of the highest risk, highest reward stocks out there. where people either love 'em -- or they hate 'em. remember a year ago when google fell from 755 to 695 in a day? how about when chipotle dropped from 403 to 316 in one day's trading back in july of 2012. the company reported earnings of a pretty enormous magnitude and gave little hope things would get better any time soon. we look back now at google and realize that the company was just coming to grips with a radical move from desk top to mobile, a move that has taken the youtube division from 6% to 40% of mobile paid views. two years. that day growth investors decided that google's hall see on days were behind it. and the company's earnings stream has been shrinking.

today we find out that not only did google have a workable play and it's got accelerated revenue growth. or arg. there were so many things going wrong at google this time last year, including a release of its earnings report by mistake that it actually morphed from a growth stock into a value stock right before our eyes. many, fortunately not me, because i've been steadfast on this one, but many thought that google would become some curious, bizarre of search revenue in dream catchers with initiatives all over the place and no real focus. this quarter google had a laser-like focus on profitability when it comes from everything from youtube and search to android and highly under rated chrome personal computer that i now feel like i don't talk about enough. the rally says the same it said at the selloff last year. the stock has got much, much further to run. yes, i'm saying you can buy google up 122 points but only if you can get your head around my

old divide by ten rule. if you can imagine google a stock that went up 120 points, then you know why i think it's not a total absurdity to buy it. chipotle is the same. when it plummeted, i told you a story about how same-store sales were accelerating at a pace that most didn't think was possible. it was a head-scratcher. i asked if taco bell was taking a share. then we got a promise of many more to come. plus we had a tease about how well the number two concepts, shop house, the delicious asian noodle restaurant starting to take shop as the next big growth story for cmg. what does that mean to the market? ah, yes, once again, accelerated revenue growth. even though chipotle is much more expensive than google on a price earnings basis it could be a buy if approximate pulls back when panera bread could be a

disappointing number next week. this is a company worried about the safety and sanctity of the food chain as i am. and i took a lot of burritos in the face doing so. now you see what happens when you back the best of breed and stay back. they bounce back and they bounce back harder than they fell. chipotle and google. two accelerating revenue growth stories. two stocks that are not yet done going higher. stay with cramer. ♪

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what a fabulous week. holy cow. i would like to say there is always a bull market somewhere, and i promise to try to find it just for you right here on "mad money." i'm jim cramer, and i will see you monday. [ sirens wailing ] >> a war is raging in mexico's border towns as rival drug cartels battle for control. in a scene of horror. the mexican government has declared its own war on the drug barons. it seems powerless to stem the tide of bloodshed. [ sirens wailing ] >> [ shouting in spanish ] >> the drug gangs here are as heavily armed as the security forces. not in a million years would i expect to find something like this here in mexico. people come here on holiday. thousands d