>> 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 a little money. my job is not just to entertain you but to educate and teach. so call me at 1-800-743-cnbc. what makes for a healthy market? a market like we had today where the dow gained 24 points, s&p climbed .63%. ho hum positive.

you know what i think makes for it? good breath means the stocks from many sectors are all going up. and you know what, they're going up for many different reasons. we can learn so much from the companies that are hitting all-time highs right now from the s&p 500. do you know that 5% of the s&p reached that fabulous mark today? when you consider the sectors they're coming from, you can understand why this rally is, indeed, so powerful and keeps refueling. even as the s&p's in the rare position of being up more than 20% going into november, and that hasn't happened that often. this is a remarkable rally because of how many different kinds of companies are going up. perhaps most important, let's start with the ones that really caught my eye. are the transports on the list? u.p.s. and fedex to start. think what happens to get these stocks to the all-time highs. first, global commerce has to be improving. second, their costs have to be lower than expected because of streamlining and better cost

controls because those lead to expanding gross margins. third, you have to believe that despite the projections, the holidays won't be all that bad as these stocks trade on their future prospects. and we are about to start the holiday season. that is a terrific sign. next transport on the list, delta, you know we recommended this stock for a long time and pushed it really hard on friday. i never thought you'd see an airline on the all-time high list ever again. the consolidation has lessened competition and fuel costs are declining, actually pretty fast. in part because of the relatively tame oil prices, as well as younger, more fuel-efficient airplanes. of course, those seat miles have to be on fire too because travel has been so robust. a big reason costs have come down for the airlines, boeing and its new planes that burn far less fuel.

no wonder the stock made a new high this morning before pulling back in the afternoon. boeing's staying on that list for a long time. as a testament to the market's breadth, consider two retailers on the list, walgreen's and costco. the former has done a breakthrough merger that produced terrific worldwide results. walgreen's also benefitted from a deal with fellow all-time higher, the supplier of pharmaceuticals which is more price competitive. bergen has also joined the all-time high list. as any company can bring down the high cost of health care is going to be a winner. and walgreen's has done well using the store brand products manufactured by cramer fave perrigo, which has rallied hard. costco, another cramer fave, is part of the value theme that's so beloved right now. something confirmed for us in person when we went to see the new ceo at the harlem store. before we pitch in on value

plays, the fuller price, l brands, the old limited, which is made up by bath & body works as well as victoria's secret. that website is too hot. i'm sorry. i was just researching. anyway, that appeared on the all-time high list too. had the clean water and clear air stocks finally come into play after years of being thought as the next growth market? judging by the all-time high list, they have. pall, the best purification company, and pentair. to create the market leader in the group, they're on the list. now you could argue that these two companies make precision instruments, which would dovetail with the precision instruments made by danneher and emerson electric, two of america's finest conglomerates on the list. these two companies have been the stallwart industrials. they're international, not hostage as much as you think to washington.

danaher has made a testament, while emerson is electronic segments. but in the end, these are testaments to the manufacturing process and export power. there's an apparent bull market in packaging if you look at this list. two of the premier packaging companies sealed air made new all time highs. how much demand is there for food packaging? must be a ton for those to make the list. the most counterintuitive run for 2013 has been the defense contractor. it's no wonder raytheon made the list today. not the least of which bringing out short sellers of everything defense. and they've been crushed as lockheed martin, alliant tech and general dynamics have been among the best in the market. raytheon is up roughly equally to northrup grumman. and alliant, which we recommended as a takeover play -- >> buy, buy, buy! >> less than a year ago is up an astounding 79%. probably because of a very big munitions contract the company won last year. boy, glad they didn't take a

takeover bid. we've got two life science companies, amgen which has been doing well ever since. another example of a company is life technologies. being bought by thermo fisher, another terrific company and itself a big winner since the acquisition was announced. the acquiring companies have been phenomenally successful this year which is why it's not a surprise to see that constellation brands hit an all-time high. the cramer fave has made all of the difference in this once-sleepy spirits company that everyone seemed to hate for a long time. media stocks are represented by comcast, parent company of this network and newscorp. who said that cord cutting was all the rage for cable? who said content is dead? both again defied the conventional wisdom. to me, they're here because of profitability. comcast producing extremely robust growth from cash flow. news corp.'s entrance reminds us how breaking up is hard to do.

20th century fox, its sister company is up 47% year-to-date. you want a good sign for the country and california in particular? then take heart that sempra energy is on the list. san diego gas and southern california gas. i knew southern california gas. they tracked me down after i was living in my car. found out the couple of months i didn't really -- well, there's no gas bill in the car. gasoline. i've learned one thing about the utilities while doing this show, they mirror the growth in the country because it's about new lines. the growth is good for the nation. we've got real random companies thrown in here on the all time high list. even after this run, we still don't have a lot of all-time tech highs. but adobe's there. this company has changed its stripes and gone from being a traditional software provider to one that's aggressively expanding into the cloud,

software as a service. you can focus on the nadir that is blackberry, i would rather focus on the zenith that is adobe. mastercard, m.a., which reported masterful earnings last week, deemed more powerful than visa. i like the latter too. m.a. is a play on paper going to plastic worldwide as well as being a derivative on strong shopping. okay. what's not on the list? i think this is almost as notable as what is. financials have been horrendous underperformers for months now. i think in part because of the headline risk of investigations has actually turned into genuine earnings risk. when you have a u.s. attorney on our tv talking about how no institution is too big to be jailed, do you really want to be in a stock that can't pass go and can't collect $200? remember also these prosecutions cost the shareholders money and don't seem to be hurting the ceos much. it's almost like the prosecutions are wrong. no salary clawbacks, no individual prosecutions of people. don't you think it's outrageous? there would be whole wings of federal penitentiaries filled

with these bankers who brought the nation to its knees if most of you were involved. if most of you were prosecutors. no wonder no one wants to own these. these. want to own a company that can vanish on indictment? you know what, they're not indicting tesla, netflix, or solar city, they're inducting them. speaking of being absent from the all-time high, how about the consumer packaged goods. kellogg gained a lot today, but for all the wrong reasons, the restructuring that will lay off 7% of the workforce. hey, man, put a tiger, half a tiger in your tank. we don't have a lot of oils on the list either because the growth oils are for the most part not in the s&p 500 and way too much tech is connected to personal computers. still, the bottom line is, we've got a remarkably wide spectrum of stocks in the all-time high of stocks in the all-time high list today, and each day depending upon the close, there are more and different companies. it's a sign as much as earnings are inconsistent and washington

can block us and spear our defenseless markets, it's still a much stronger market than we realize. and i believe it could stay that way simply because there are so many stocks involved in getting us to these exalted heights. how about we go to joyce in colorado, joyce? >> caller: hi, jim. how are you? >> all right, how are you, joyce? >> caller: i'm good. i'm calling to talk to you about reliant steel and aluminum. i noticed other companies in this sector went up quite a bit but not this one. what can you tell me? >> that was goldman sachs liking this one. they went after all the ones not doing well. they picked a.k. steel, put letter "x" and thought reliant steel was a winner. it's actually a very good report that goldman put out and i really agree with analysis, there's real cheap stocks in the steel business. can i go to dave in south carolina, please? dave? >> caller: jim, good day from sunny myrtle beach, how are you, sir? >> oh, jealous. that's all i can say, what's going on? >> caller: hey, question on vf corporation. just brought some in, getting

ready to do a split, and i'm wondering what your thoughts are on that and maybe where you think it would end up in three years from now. >> it's so funny you ask that. i was going over stocks, i happen to be a huge fan of the ceo. i was going over all the stocks having what i regard as being abnormal activity meaning they are just continuing to fight higher and higher. vf corp is on that list and a lot of this is because revenues are accelerating. we do not usually get revenue acceleration. it's one of the few that has it. it's got accelerated revenue growth. stocks are flying high, all kinds of stocks. it's a sign we're in a much stronger market than many would let you believe. "mad money" will be right back. coming up, bet on the bird? twitter's ipo lands later this week, but before the stock hits the street, get an inside look at the deal. is the nyse ready for what could be a frenzy when the stock starts trading? cramer goes straight to the source in his exclusive. and later, portfolio

protector? cyber security concerns recently helped identity theft fighter life lock clinch a record quarter. is this stock strong enough to keep the bears from reaching its bottom line? don't miss cramer's take. plus. >> highly contagious, deadly and drug resistant. >> each year, more than 2 million people are being infected by a new strain of bacteria nearly impossible to treat. it's an emerging threat to the health of the nation. tonight, cramer talks with the company that could have the cure. all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something?

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you know that 2013 has been an absolutely incredible year for initial public offerings.

so far we've had 182 deals. that's the most since 2004. those ipos have raised $43.4 billion. a lot of jobs being created. that's the most since 2007 according to renaissance capital. that's just from the first ten months of 2013. still two more months to go. this week alone, we have 15 ipos set to price, including twitter. not just volume. the average ipo giving you a 31% gain from when it came public. companies and investors are coining money. we love that here. so tonight we're going behind the scenes of the ipo process itself with the executive vice president of the exchange where twitter's climbing public. it used to be where the most happened on the nasdaq. but as of november 1st, the nyse leads the nasdaq. ipos in the nyse tend to be bigger. let's take a closer look at how the ipo sausage gets made with scott culler, the vice president and head of global listings at

the nyse euronext. welcome to "mad money." >> good to be here. >> thank you so much. first, congratulations, you got twitter. pitch to me why you gave twitter and why did twitter pick you? >> i think if the company is focused on quality of the execution around the ipo, associated with the best brands of business and actually access to global leading companies around the world, there is no other choice than the nyse. >> did the facebook botching, do you think played a role in people's minds? >> well, i say quality of the execution around the ipo because this is a lot about transparency, the openness of the process, and it coincides with the mission of twitter, as well. >> okay. now explain to me, last week we had the complainers. saying, jim, bell goes off at 9:30, you didn't seem to know even when it was going to open. why don't you do your job? it's not like that, right? >> no, actually, if you look at most ipos on the nyse, they open

around a half hour after the opening bell goes off. but what happens after that opening bell is that's where you see the interplay between technology and the floor and that designated market maker who sits there at the post working with all the order flow coming through the systems, and ultimately it's the underwriter that determines the price and the time at which that ipo opens, which is, you know, typically before 10:00. >> in this case, goldman sachs is the lead underwriter. that's who we'd be speaking of when it comes to twitter. another thing people ask me is, since the thing's not public already, who are the sellers? >> yeah, well, the night before is when the shares and the offering are allocated to institutional as well as retail shareholders. and in the art of that allocation, you always want a little bit of shareholders that are going to flip, that are going to sell into the marketplace. and that volume and liquidity is what the buyers that are underallocated the night before come into the market. that's why we want a very orderly process because people

that are under-allocated, their first time to get in the market is at that opening price on the ipo. >> there is an auction price discovery business and that's where the humans come in, right? >> that's right, that's the distinct advantage of the nyse ipo. it's the floor, it's the information that's happening on the floor. and we are running an auction in connection with the ipo. that's where you see public interest at the buy and the sell side and you're trying to tease out buyers and sellers until you find a price that the underwriters believe is a price that's going to be supported throughout the trading day. >> so it doesn't open up too high, doesn't go back down. you're trying to pick a price that where everybody, you know, use the analogy in sports, it's like a line. you want it so there's this many people here, this many -- equilibrium is the best. >> at that equilibrium price, you still have shares for people that are interested in buying much higher and selling much lower. so it is all about balance. >> now, when people look at the process, they're trying to figure out what kind of order they should put in. a market order wouldn't

necessarily be a smart idea on an ipo where you just come in. you should try figure out what you think it's worth. >> well, the retail investor has the opportunity to either buy into the market and trying to get into the ipo, or if you're very smart and you're looking at valuation, you might say i'm a buyer of different price levels. and that is the art of getting in. not every ipo goes to the moon, and there is a function of valuation that is the gravity in any price. and investors need to understand where is that level that they're interested in buying. >> sounds like twitter is going to be a huge retail interest name, that you have done some -- basically a fire drill for it. what does that entail? what did you do to pretend that billions of dollars of orders came in? what were the parameters of your fire drill? >> yeah, we ran a test two weekends ago where we worked with all the industry participants and essentially send us a high order volume day, and we ran a test auction. the auction went very well and

successfully, but it's actually a routine process of what we do in preparing for ipos. as you said this week, we've got ten ipos, six billion in ipos this week and last week, and this is a high transaction environment, and our systems are expected to operate seamlessly. >> excellent. i want to tell everyone at home who is thinking about this, just remember, the smart investor tries to figure out a valuation and gets a good take away, they're going to do their part at the new york stock exchange to get it right. that's scott cutler, executive vice president and head of global listings at the nyse euronext. stay tuned. coming up -- portfolio protector? cyber security concerns recently helped identity theft fighter life lock clinch a record quarter. is this stock strong enough to keep the bears from breaching its bottom line? don't miss cramer's take.

when it comes to this week's twitter ipo that everybody's buzzing, about especially after the underwriters just raised the price range, i'm urging you to take a page from public enemy seminal investing treatise, don't believe the hype. i adore twitter, i tweet all the time, @jimcramer, you should follow me, get me to 700,000 followers now! anyway, i think twitter's a

terrific company. if i were allowed to invest for myself, i'd bet good money the twitter stock will spike right after it becomes public. and if you can get in on the actual deal, you have my blessing and my adoration. however, there's a but here and it's a big but, because for most of you, none of that will matter. it's the red hot ipo where there's so much demand for the stock it'll be well night impossible for home gamers like you to get a piece of the deal. if you try to pick up the sizzling stock in the after market, meaning once it starts trading post ipo, then there's a good chance you will, indeed, get fried, especially if it's valued at more than $20 billion. remember, i use market capitalization. look at the market cap. what's the alternative? as we just heard from scott cutler, this year's been fabulous for ipos. we've got tons of super sexy deals that make you boat loads

of money instantly, if you were lucky enough to get in on the offering action. but as much as we like to talk about the hottest ipos, there's rarely anything you can do with that information, even if you can actually participate in the deal itself. it's very difficult for the individual investor to get more than a teeny tiny allotment of shares. yes, indeed, you do want to be there. tonight i want to sing the praises of the anti-sexy ipos. ipos greeted with disgust, disinterest, or dismay. fresh faced companies that for one reason or another, the market just did not appreciate right out of the gate. in short, i want you to recognize the vast potential of some stocks that get crushed immediately after coming public. normally when an ipo stumbles like that, it gets written off and left for dead. however, there are a host of reasons why a stock might perform poorly the day it comes public. and occasionally these loser

ipos can turn out to be tremendous buying opportunities. i want you to consider for a moment the stock of lifelock. easy symbol lock, lock. that's a technology company that protects individuals against identity theft and guards businesses against fraud. this is textbook ugly duckling. lifelock came public 13 months ago, and probably the worst i can remember in a long time. the stock was priced at $9, 50 cents below the range. twitter's range keeps getting bounced up. this one was getting shut down. and unlike so many of the en fuego ipos lately, lifelock dropped like a rock on the first day of trading, declining by 7% to $8.36, price discovery here was not so good. at that point, wall street pretty much left it for dead. who can blame them? three weeks later, lifelock was trading at $6.90. this thing was now down 23% from where it came public. there were a lot of people who felt embarrassed about the whole darn thing.

but lifelock was only a broken ipo, not a broken company. since then, the stock has roared back with a vengeance rising 129% -- ♪ hallelujah >> from the lows, and i think it's got more room to run. what happened here? how was the market's initial reaction so wrong? how can you spot the next lifelock, and why do i think the stock is a buy even up here? all right. let's start with why the ipo bombed. in the wake of the deal, there was a lot of chatter about the company's supposedly, supposedly sketchy history. lifelock's founder resigned after revelations of his past bankruptcies as well as a federal investigation into another company he previously owned. in 2010, lifelock paid $12 million to the federal trade commission as part of a settlement over false advertising claims. also, you had an apocryphal

story going around about how the present ceo was the victim of identity theft after he gave out his social security in an ad campaign designed to showcase the strength of lifelock system. apocryphal. honestly, though, the real reason it bottomed is lot less exciting, has to do with the market's mechanics. the money managers couldn't figure out to view it as a service provider, cloud based software play, and they hate it when they don't know what box a stock belongs in. making matters worse, this was a small ipo with a whole bunch of underwriters. no individual bank had incentive to make the deal work as goldman sachs sure does when it comes to this twitter deal. in short, the lifelock disappointing ipo had everything to do with the issues of market mechanics. there are situations where you can find incredible opportunities and they happen because of the mechanics. fast forward to today and lifelock has put up terrific numbers because the fundamentals are terrific. 30 million people signed up for some kind of credit report monitoring service.

lifelock is to monitoring as a tank is to a tractor. dramatically reducing the possibility of identity theft. a crime we had 12.6 million cases last year. as well as stopping credit card fraud, which can be a huge hassle as you have to fill out tons of paperwork with banks and wait for new cards. they contact you wherever your information is used to apply for a credit card or a mortgage or a wireless contract so you know what's going on with your card even if it's your activity. meanwhile, they have a corporate division that helps companies reduce losses due to identity fraud. subscribers get all this protection for $10 a month, $25 for the ultimate package that also watches your bank account to prevent takeover fraud and tracks your credit score. altogether, a $1.4 billion company with a $7 billion addressable market and they're still in the early innings of growth. the company shot the lights out. they beat the earnings estimates by a penny off an 11 cent basis but revenues came in sharply higher than expected, rising 32.7% year-over-year. billings up 32%, wall street looking for 25% increase. best of all, the company raised guidance, lifelock now has 2.9 million subscribers, up 17%

year-over-year. average revenue per user grew by 12%. a lot of that is because more and more new subscribers is signing up for the premium package, roughly 20% of the total base uses the premium service, over 40% of new subscribers went for the more expensive service. that's a terrific sign of customer love when you see what they're doing here. no wonder lifelock soared 15% the next day. the stock sells for 32 times next year's earnings estimate. that could be expensive. but, remember, it's well below what many fund managers would pay for a company with lifelock's 25% growth. lifelock's a hidden gem. yet, unlike twitter, one could've gotten all you wanted in this deal if you so desired, and more so. here's the bottom line. don't be endlessly distracted by the glamour of all of these red hot ipos with tons of sex appeal. some of the best ipo opportunities are in companies like lifelock that bombed when they came public. turns out that lifelock is a fabulous growth story that got crushed out of the gate because

it was misunderstood, giving you an incredible buying opportunity. one that you might not get in twitter because it's going to be too hot. i think lifelock has plenty of room to run and you can use the parameters to try to find the next ugly duckling that goes all in swan, the next lifelock. how about jerry in wisconsin, please, jerry? >> caller: jimbo, boo-yah from green bay packer land. >> good luck tonight, man. i've got lacey in the game. >> caller: unemployment goes down, hours worked for individuals goes down. they're hiring temps, led me to manpower group. my question is, should i cash in or is that brahma bull still going to keep on moving? >> no, you don't cash in. remember, they've got a big european division too. and when you start turning around, what do they do? they start with temp work and therefore you're in real good shape. i do not want you to ring the register. let's go to ray in missouri. ray? >> caller: hi, mr. cramer. >> jim, yep.

>> caller: i was wondering about nq mobile. >> that is a free fire zone between the shorts and the longs. i say no thank you. i got enough problems. i don't need to be in interlocking machine gunfire. however, i like lifelock. unlocking value in ipos may not be easy. lifelock allows you to do so. stay with cramer. this veterans day, "mad money" honors those who defend our country's freedoms by helping defend their financial futures. if you or someone in your family is proudly serving or has served in america's armed forces, we invite you to join our live studio audience this friday for "mad money" invest in america, salute to the troops. for tickets go to madmoney.cnbc.com.

it is time -- it is time for the "lightning round" on cramer's "mad money."

you say the name of the stock, i say whether to buy or sell. are you ready, ske-daddy? time for the "lightning round" on cramer's "mad money." collin in maryland, collin? >> caller: boo-yah, jim. i wanted to give a shout out to my finance teacher mr. marks. >> i think he rocks. >> caller: i want your opinion on wolverine worldwide. >> this remains, other than nike, the best shoe story out there. i like it very much. let's go to leonard in florida. leonard? >> caller: hey, jim, boo-yah from florida. >> nice. >> caller: hey, jim, i'm looking for dividend-paying stocks that are used for income now. do you think bp is safe to buy? >> yes, i do, i think it's actually had the best quarter of any of the major. there's going to be dividend boost coming now they've been

able to rein in those questionable claims. let's go to kathy in massachusetts. kathy? >> caller: jim, hi. >> hi. >> caller: my stock is tcyc and i bought it about 137 and now it's 119. they may get fda approval in february. should i hold? >> yes, i want you to hold because this is j & j's partner in this drug and j & j gets 50% and i think they're very excited about it. a little disappointed about j & j today. my charitable trust owns some. let's go to bill in new york, bill? >> caller: hey, jim, navios maritime partners. >> i like the fact that the baltic dry freight index is going up, that makes me like that stock. let's go to elise in maryland. elise? >> caller: hi, jim, you're my rock star stock star. >> i wish i were that good, but thank you. >> caller: you're quite welcome. looking at the negative action with acadia today, it appears no one needs it. can you give me insight? what's up with that? >> that's a good question. that's a very good question because, you know, i felt the

parkinson's progress that they made was okay. let me make some calls. i think that's an okay stock. let's go to patrick in kentucky. patrick? >> caller: hey, a big kentucky wildcat boo-yah to ya. >> nice, love the wildcats. what's going on? >> caller: i'm looking at jetblue, wondering if it's a good time to get in. >> it's my least favorite airline, frankly. i prefer delta. i'm a dal guy. not going to deviate. let's go to fred in new york, fred? >> caller: hello, yes, hi, jim. >> hey, how are you? >> caller: good. yourself? >> real good, thank you. >> caller: i have a question, since coming out with earnings tomorrow, what i should do. >> again, it's a real estate investment trust, corporate banking. i'd like to have them on the show because i've been gun shy about these particular kinds of stocks and i'm going to remain gun shy. >> don't buy, don't buy. >> and that, ladies and gentlemen, is the conclusion of the "lightning round."

>> the "lightning round" is sponsored by td ameritrade. coming up -- >> highly contagious, deadly and drug resistant. >> each year, more than two million people are being infected by a new strain of bacteria nearly impossible to treat. it's an emerging threat to the health of the nation. tonight, cramer talks with the company that could have the cure. ♪ like, really big... then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a company's future with the future of trading. company profile. a research tool on thinkorswim. from td ameritrade.

if you believe the u.s. economy may have stalled courtesy of the genius moves by our leaders in washington, then you're going to need to hunt for growth in sectors that are immunized to the business cycle. take biotechs that are not so big as a celgene or gilead, like cubist pharmaceutical, cbst. their products can destroy drug

resistant infections including many of the diseases that lend -- well, that just end up to be cropping up in hospitals when you stay there. they save the health care system an enormous amount of money by reducing the number of people who get sick when they go to the hospital. cubist reported on october 22nd -- not a super bug, i hope. while the results seem disappointing, a slightly weaker than expected revenues, the real story is not the earnings, though, it's the acquisitions. the company's main drug, thermonuclear antibiotic goes off patent in 2018. they bought optimer in a deal that closed a week and a half ago and took over trius in a deal we learned about a few weeks after the ceo was on the show, 38.5% gain if you listen to that. it gives cubist an antibiotic for a nasty drug resistant infection common in hospitals and one that's already on the market. cubist has pulled back from its

highs lately, but the stock is still up 33% from the last time i spoke to the ceo. i think the company has a bright future ahead of it. don't take it from me, let's check in with the ceo of cubist pharmaceuticals to hear more about how the business is doing and where it's heading. welcome back to "mad money." >> hi, jim, nice to be here. >> should we be worried about the slowing in cubist and u.s. sales? i know some of the analysts were concerned. >> i don't really think so. this is an antibiotic that's been on the market for ten years and we're still delivering to the u.s. market 10% growth. more importantly as you mentioned with the acquisition of optimer, we've begun to develop our revenue base away from cubist. it's still an important product, i think it's still going to grow, probably going to grow in the low double digits, but the real story is in all the products we've got coming through the acquisitions and through our pipeline. >> can you give us the time line, sir, a tentative time line because i know the fda can't necessarily be sure. but what is in the pipe for you guys now that you made the acquisitions?

>> sure, we filed a week and a half ago. so that drug, if the file's accepted, which we expect it will be, should have an action date from the fda of june of next year. optimer brought dificid, which is already approved. we're off and running there. we've actually been co-promoting dificid for the two years it's been on the market. we know that drug and that space very well. we'll have phase 3 data from an i.v. antibiotic starting in this month. so we expect complicated urinary tract phase 3 data in november, complicated interabdominal infection data in december. if those two data sets are positive, we would expect to have another nda at the fda in the first half of next year with action probably late next year, early 2015. >> i think when -- what people should understand, maybe you

could help us through this, when you say something could be approved, it's because the product profile, the attributes of the product are often superior to what's currently on in the market. can you give us the rundown about why we should switch to that as a nation versus zyvox? >> sure. brings a couple of advantages relative to those antibiotics. the first is like zyvox an i.v. and formulation both. it's very potent against a very important super bug, but in addition, it carries with it, at least based on the skin data we've submitted, a shorter course of therapy and has less potential to have interactions with other drugs. all of these things together suggest that for a subset of patients -- and it's not going to be for everybody who gets a positive infection, but for a subset of patients, this will represent, we believe, a real advance and not only help get patients better from their primary infection, but hopefully also save the health care system over all some money as they can take and -- instead of getting

an i.v., take an oral at home, get out of the hospital more quickly, less back and forth to deal with the drug interactions, that kind of thing. >> you should step back for a second and talk about the notion, maybe people saw this recent front line special, of the problem we have with super bugs and why it is important to get people out of the hospital. >> it's really critical. you know, in the pre-antibiotic era, bacteria created an enormous public health burden. and with the continuing evolution of bacteria resistance coupled with the fact most of the pharmaceutical companies have exited the research and development space for new antibacterials, there's a few still left, but most have exited, we find ourselves in sort of a world in a situation where the bugs continue to mutate and become resistant to the antibiotics we have with fewer new antibiotics coming along. this causes grave concern really around the globe from a public health standpoint.

without effective antibiotics, what we now take as routine medical procedures become very high risk. what we're trying to do at cubist, and we're about the largest anti-infectant company left in the world today. we're trying to find those new antibiotics that work against these resistant bacteria that help keep patients who are in the hospital protected should they acquire one of these resistant bacterial infections. and the way we try to work is not only to deal with the infection effectively and safely, but also in such a way that we can get the patient out of the hospital. that's a rich environment for resistant bacteria in a hospital. the less time you spend in there, the better, our antibiotics are designed to work against the resistant bacteria. in the case, maybe avoid a hospital stay altogether. >> thank you, michael bonney, ceo of cubist, for coming on "mad money." >> my pleasure, jim. >> super bugs, big issue,

product in the pipeline, sounds good to me, stock's down because of the last quarter, seems like an interesting opportunity. stay with cramer. tomorrow, kick off the trading day with "squawk on the street" live from post nine at the nyse. >> it was always a good idea. it just was poorly executed. >> all starts at 9:00 a.m. eastern.

the dichotomy between the housing stocks and the stocks of companies that make goods that go into new homes is, frankly, about as stark as i can ever remember it being, and the disparity is growing. you take the high quality home-related stocks, like home depot up 24%, lowe's up 40%. and you compare them with the home builders like pulte, toll brothers up 1%, d.r. horton off 5%. you might as well be thinking we're talking about two totally different, unrelated industries. >> buy, buy, buy -- >> sell, sell, sell -- >> that's because, as a matter of fact, they are two different industries. one's related to confidence, credit, interest rates, the cost of building homes. the other's about the pent up demand to spend on a house you already own. knowing that your home is at last done with going down in value. i think the confusion over these two parts of the housing stories

kept people out of the whirlpools. investors just don't believe that they aren't in tandem, that they aren't handcuffed. they're not handcuffed, okay. it's still one more example of how this market's changed in a way people that don't understand yet. it's driving me crazy. the housing stocks haven't done much at all this year. they didn't do much ahead of the interest rate spike and they haven't done much since. i think that's because they're relatively expensive when compared to their earnings. they ran up so much going into the year that they have to stay put, and the fall will have to be a really good selling season if they're going to maintain their current price levels. but i don't think it will turn out to be that good because of the sequester, the debt ceiling and budget shutdown debacles. realogy had a good quarter. we don't know what that means for the future of these stocks. the housing-related stocks, though, the related stocks were standouts coming into the year and they got hammered, only with regard to sudden interest rate spike and came back ever so slowly.

and you know what, as the yield on the ten-year drifted below the 2.5 level, people went nuts for them. now i think these stocks are, to a degree, vulnerable again, if rates tick up the 2.75% as they appeared to be doing at the end of last week's session. but meanwhile, they're benefitting from a consumer who has a predilection for hard over soft goods, and i don't see that changing any time soon. i expect the housing stocks to continue to perform poorly for the rest of the year given the damaged psyche of the consumer thanks to washingtonian bungling. but i've been to consumer spending on home, it isn't going to let up. i think the opportunity in the sector comes if rates go back up to 280 and the housing-related stocks get hit again. then you have to pounce because the earnings will be unimpeded even as the stocks say the earnings should be damaged. they weren't last time, they won't be this time. and that's -- you know what will be really terrific here? how about lowe's, because the chain has gotten it together, closed the gap with home depot for the first time in decades. home depot's no slouch either and i expect it to pause and then go higher still.

guess it's been about a decade. now i've got to tell you i like both of those stocks very much. how about the home builders? i see no reason to own them. multiples aren't that low, sales prospects aren't so high. at least they considered either value or growth stocks. i can't pin them down. only time or price can solve those issues, and that's something nobody wants to wait around for. especially if there's no dividend protection or for that matter protection from washington if you own these underperforming stocks going into 2014. sell, sell, sell -- stay with cramer. mad about "mad money"? immerse yourself into cramer's world while you watch the show with zeebox. on your phone, tablet or on the web, get sneak peeks, go behind the scenes, and join the conversation. download the free app today for

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afraid north of $20 billion and that's my limit. i think it should be your limit. remember what the fellow from the new york stock exchange said. smart people figure out the valuation. i'm trying to tell you i think north of $20 billion is going to be dangerous. okay? i like to say there's always a bull market somewhere. i promise to try to find it for you here on "mad money." i'm jim cramer and i'll see you tomorrow! >> you know, in today's regulatory environment, it's virtually impossible to--to violate rules. and this is something that the public really doesn't understand, but you--it's impossible for you to go unde-- for a violation to go undetected... >> kroft: yes, that's bernie madoff saying it was impossible to do exactly what he did. but one man did try to tell the government what madoff was up to. how long did it take you to figure out that there was something wrong? >> it took me five minutes to know that it was a fraud. it took me another almost four hours of mathematical modeling to prove that it was a fraud.