every day we see how this market

is held hostage by washington. today the dow slipped 9 points, nasdaq declined 44 percent. when the market is down, we always hear about the usual suspects. oh, maybe it's concerns about whether janet yellin the fed chief will be in favor of tapering or not. why don't we blame obama care and people's fears for losing healthcare insurance. the washington grinch is stealing christmas. we are beginning to hear the next government shutdown will happen on schedule and this time it will be even worse. why don't we chill the business climate down entirely? is there any wonder best buy or urban outfitters is talking about an unspeakable holiday season? then you go out to dream force, the celebration of all things related to the new economy in america of success, of innovation. you know, you don't hear anyone complaining about washington at all, other than to mention how our government is poorly run by design. it's all about payback, second raiders and people that care more about ideology and social

issues than they do about the economy. the politicians may pay lip service to the job creators. they spend way more time on guns and sexual whatever. if you want to know the truth of it, i would say washington is about creating problems for business. silicon valley is about creating solution for business. that's the takeaway from when i was in dream force, yesterday, the woodstock for co-writers, informational officers and sales people. it's a mecca for everything washington isn't. the jobs created in silicon valley even as jobs were destroyed in the capitol. yes, for certain there aren't enough people to fill the posts that these companies are creating. they're using the academies. yes, they call it academies, oracle and ibm and hewlett packard hire and train young people. if you have an engineering degree, people will hire you when you walk by their booths. the companies i saw there are

about saving businesses money chiefly by having cheaper, smarter technology, to replace ever more expensive humans. salesforce.com not only makes people more efficient, releases middle management, because the top dogs can see through what the troops are doing. i was amazed that the head of general electric can scan his whole company on his cell phone, connected to the cloud. he is in touch with everyone he needs to be in touch with, which is a heck of a lot more integration of smart software of a variety of providers who built their sales force on open platform. hey, there is work day, used to integrate human resources, payroll, financial concerns, meaning software replaced a solid world revenue. more on them later. viva systems from last night. they keep track of pharmaceutical sales people. who knows how many secretarial positions that can replace? these companies eliminate the

jobs of people who cost money. thereby boosting the bottom line. now, some of what happens out in the valley is strictly related to the democratization of business. i looked at real life corporate dashboards showing real time comments and complaints on twitter feeds, all, i mean, how companies have to swing into action immediately, often doing damage control. i saw how advertising campaigns are direct to the consumers. you are connected via the web to offers and deals, hey, this pizza hut has a sale down the block. make a right. you are connected to ford, itself. sure, they want to get you into the showroom, only if you opt in, or there is yelp, businesses buy ads that appear on someone's mobile handset next to a query about a nearby restaurant or a doctor or a dentist or an inn. that requires companies to moderate response to complaints about mistakes or bad service that could hurt their businesses. that's the new world we're in. yelp, like so many other companies i met out there,

solves basic needs that don't involve the growth of our country's gross domestic product. the opportunity of existing merchants and service providers is so darn huge. that's unusual outside silicon valley, where so much is dependent upon the fed and the low interest rate and in order to chase away the lingering effects of the great recession. people aren't talking about the rate of tax, corporate tax. they're talking about money. same goes for dropbox. 200 million users up from a year ago. largely they don't want to lose with a broken or lost cell phone or busted computer and individuals and corporations want to collaborate in documents digitally and become more effective. if i were facebook or apple of microsoft, i would buy these guys. the market cap everyone is laughing about, which is the current round of financing included equates to. all of these companies are about maintaining and improving the customer relationship to promote more satisfaction and, therefore, more business. a satisfied customer is a sales force in its own right.

that's why marc benioff offered to have salesforce.com run the website that wrecked so much that president obama intended. many view it as a customer service site, not a government i.t. project, which, by the way, is what it's evolved to. many have wanted consumers to be more informed and captivated. in this new world rather than just be befuddled by it. many companies are facing embedded systems provided by oracle, ibm or microsoft, which allow firms to be more efficient and satisfy the customer. it's a way of doing more to get more business with much less. this cloud revolution is creating an inflationary regime that eliminates layers of workers looking for jobs elsewhere. it's not great but it is the nature of a disruptive technology. i witness nothing but disruptive cloud-based technologies, eliminating expensive client server and pc based technologies.

these are productivity bee hives at work, allowing companies to stretch themselves far beyond what they imagine possible. a few short years ago, with fewer administrative expenses and more profits falling to the shareholders of these companies that adopt these disruptive technologies. you know what the great thing about all of this is? from the most part, you need stocks that do well on a shrinking economy, too. because of their money-saving nature. that's right, they are the anti-taper, anti-regulatory stocks. as much as politicians from both parties might try to impede it, the innovation will not be stopped. their stocks may have been down today. they were, including many of the winners i saw at dream force like salesforce.com. you want to bet with these cloud companies, not against them, including salesforce tomorrow because they represent the future of the american economy as it furiously pulls away from the past. marilyn in texas. >> caller: boo-yah, jim. >> boo-yah, marilyn.

>> caller: i just heard that gilead sciences has approval to sell a new drug in europe. i recently took a profit in gilead. is it still possible to get back into gilead with no money? >> i wish you hadn't taken a profit. gilead is a company that i think will be multi-year on fire. this market has been chopping for high price to earnings multiple stocks. i want you, marilyn, to get back into the stock if it does fall a point or two, which is certainly possible in this choppy market. can i go to lance, please, in new jersey? lance. >> caller: hey, jim, how are you doing? i love your show. i'm from bridgeport, new jersey. >> excellent. >> caller: my question is, with ballmer stepping down from chief executive and changes in the company, what do you think of microsoft as a dividend paying stock for future growth? >> i think microsoft is very expensive, i think it factors in the idea there will be no real growth in personal computers. it has two points downside and four to five upside. i will take that risk reward ratio any day of the week.

mark in new hampshire. >> thanks for taking the call. a little boo-yah from lake winnepesaukee. >> i'm liking that. >> i got a question regarding key, holdings, i'm looking into that last week. on thursday the bombshell dropped out, that said the ceo made false statements. they exaggerated their inventories. understated the cost of sales goods and all this jolly good stuff then the stock just dropped out friday morning, but made a little bit of a rebound. i'm wondering what you thought. >> no, i don't want to touch stocks like this. it could be unfathomable on the downside. i don't know tileshop that well. i know he had to pull it from his select list at thestreet.com. my take is, when i even get a whiff of accounting irregularities, i'm going to wait until it simmers down. maybe they're correct and there is no problem.

let the cloud move, the actual cloud and then we'll take a look at the situation. we were in the heart of all things tech yesterday and you know what, we will focus on it all week as washington threatens to make christmas blue clear skies of silicon valley. "mad money" will be right back. coming up, cash cloud? all week long, cramer is tracking the tech transformation in america from data to revolutionizing the way you see the world. yelp is a five star stock and one of the post-successful outreach to date. but can it keep the corrects away after more than tripling this year? find out in cramer's exclusive as our week long series invest in america, defining the future continues.

>> one of the reasons i decided

to go to salesforce.com's annual dreamsforce mecca yesterday was because there's a revolution in the software industry right now. that revolution has little to do with consumers. it's not the kind of thing you would interact with in your lives. so many of you wouldn't notice it is happening even though it's making people boat loads of money, but i am on a mission to make sure it will be televised. the sea change here is about businesses migrating from old school software when they have to store things on their servers to cloud based applications that save businesses a ton on hardware costs. it might sound boring, but it is an incredibly sexy stock. take work day, a leading cloud based provider basic all the the human resources might need along with financial applications, that explanation may put you to sleep, i don't care. this is a huge market.

they have just gotten started taking share from old school players, typically from s&p, mostly oracle. while the business might sound boring, the numbers have been sexy. hence, workday is giving you an astounding 160 gain, frankly the run is not over. in fact, if you polled people in silicon valley about the new tech companies with the most disruptive technology, they will tell you workday, yesterday we caught up with the co-founder, chairman and co-ceo of workday at dream force, an impressive man. take a look. neil, when i think about cloud computing, after i think about mark benioff, i think about workday, because you probably harnessed it better than anyone, people in the east or younger people, they don't know what computer management is, they say

workday is overvalued, human capital management. >> you know, it's a function that every company on the planet needs. it's the way you manage your employees, the way you track them, pay them, reward them. all of that is done through the human capital management system. everybody talks about talent. talent is manifested as a management complex in the software world. >> people soft, bought by oracle, they were what i thought was human capital management. what is better about this version? >> this version takes advantage of the new cloud architecture. it's not just about cloud. it's about the consumer style user interface. it's about the cloud architecture. it's about mobile, big data all coming together to create a disruptive platforms that's much more usable and about half the cost. >> disruptive basically from oracle? >> well, it's disruptive at oracle and sap. >> one of the things i tell people when you want to find stock, what you are looking for is growth. there are few companies that are more growth oriented than yours.

that's your mantra. >> yes. it's a land grab. every ten years, the market shifts. we went from mainframe to client server. now we're going from client server to cloud. it's a $40 billion market. if you have a head start history is showing you grab as much of the market as you can, so the last quarter, we grew our revenue 70%. it's a big, big market opportunity, and we're still in the early days. >> yeah. you are on the sales force platform. you are close friends with mark benioff. a lot of the benioff companies, they have their area. human capital management. you are moving into finance. is that with the help of mark? >> well so we build on our own platform, but we integrate into mark's platform. that's a part of our announce. which we'll talk about later. when you think about the cloud, you think about sales and marketing as one area. you think about hr and finance in another area. the two go hand-in-hand because you are effectively your administrative backbone, so it's

natural for h & r and finance to be together. we established our leadership in h.r. and are getting great traction as well. >> is it a trojan horse? >> to some extent, yes. it's a great way to get in and develop a relationship with the cfo. the financials market is about three times the size of the hr market. so it's a really exciting opportunity for us. >> when people read about you, the first thing i think they think of is not necessarily growth but competitive nature. you keep talking about the 97% and about how if you get a chance, you are going to win. you even define win and loss differently from most companies. >> in terms of? >> well, when you say "lose," it means you didn't get the job. that doesn't mean you were told are you out. you have a lot of legacy business. you can't get them to rip out their business. >> for us a loss to a

competitor doesn't happen very often. more often than not, it's a loss to do nothing. that's as annoying as not winning the account. we were not able to convince them of our better value proposition. >> when you say 97% satisfaction, you are still a young company. that means people with you want to use you for more different elements or they're wetted to you immediately? >> we build good products and we take care of our customers. the legacy of companies like sap and oracle have not done a great job of taking care of customers. >> isn't this a dna issue, in order to be able to excel like you, they have to slash margins. they are trapped. >> and the customers are on all different versions of the software. they've customized it. they're really a maintenance stream to your point. where we are just innovating. every customer is on the same version. every customer can benefit from the new technology or the new innovation. they're generally happy. >> when you say everyone is on the same version. i know the old guys. they come in, they write code,

they tell you is universal. it's just for you. it's almost as if once they're in, they have their tentacles, it can't be dislodged. how do you dislodge them? >> at any moment in time, a customer is facing an upgrade. they've got to bet to the most modern version of sap oracle. they get a proposal from a systems integrator for 10, 30 million to upgrade to a new version of a legacy system. at that point, when they're facing an upgrade, they look at alternatives. that's where we come in. >> now we hear the term big data all the time, eyes glaze over, big data. big data and analysis is also in your world, right? >> i think big data is a misnomer. >> okay. tell me. >> most companies don't have big data. what they have is a variety of data. so in today's world, if you are doing a marketing campaign, you want to look at data coming out of a traditional database, linkedin data, you might want to look at censor data that is

coming in from retail in your point of sales. you want to dump it in a database. any type of data and move it into that platform, you don't need to have new data to use these new technologies. >> when i go to salesforce.com websites, they're filled with great testimonials of how they are able to harness a sales force, find out what people want. where are you guys in terms of working with mark about the idea of basically the testimony about how a company reinvented itself using salesforce? >> so a big part of the cloud is that if cloud ceos and cloud vendors generally get along. we have a great partnership. >> i don't get this. it's not adversarial, right? >> it's not. mark and i are buddies. he has a $40 billion market. we have a $40 billion market. there is no reason to compete. instead we focus on the value created for our customer. that is tying the systems together. part of the announcement around salesforce 1 is making it easier to pass data between work force and sales force. it takes out the integration costs. if we focus on the customer and making their experience better, we're both going to win.

>> is that prism what enables you to determine who you think will be a winner or a loser in the new world? >> it all starts with the team. you are looking for the next great team, and, you know, in today's world, are you looking at the people who are focused on big disruptive ideas. ten years ago in enterprise, people were trying to fit in between large guys, all the large companies, build a niche product and hope you get acquired. today i'm involved with a company called pure storage. it is a direct competitor to emc, going head on, using flash as the disruptive technology. we are moving in the same way we move from main frame to cloud, moving from disc to flash. start off in your handsets. >> can emc move? they've done a flash acquisition. is the problem like oracle and like sap, which is that they have this business, but it's

just a business they want to nurture. it also kills themselves. >> well, i think it's the classic innovator's dilemma. the other, i'd say emc has done a better job than most, innovating is a big company. the real big challenge is that most great innovative products are built from scratch with a clean sheet of paper with 20 or 30 people. not 2,000 or 3,000 people. whether it's google, sales force or work day or even the early days of oracle and sap. there's 20 or 30 engineers that built that first product. people have to remind themselves in order to build innovative products, they have to go back to small teams. >> you guys are the most innovative and most growth oriented of all the companies we're talking to. that's a testament to what you have built before and what you are building this time. i want to thank you so much. that's the chairman, co-founder and co-ceo of work day. some people think the most overvalued. i think the fastest growing. stay with cramer. coming up, rave reviews? it revolutionized the way you saw the world and become one of the most successful social

offerings to date. after more than tripling in 2013, can yelp continue its five star performance? cramer talks to the ceo next as our week long series, invest in america, defining the future, continues.

>> you are under water if you bought the twitter deal, facebook did a u-turn. look, these stocks go up and down and they're everywhere. the truth is there are some legitimate long-term winners in this category, for every bubblicious winner, you can find a winner like yelp. it's become a more authoritative online version of the yellow pages. one with mobile presence. you look at the trajectory, yelp priced at $15 in march of last year, stock opened at $22. for the next six or seven months, it was basically range bounds. here's the thing. eventually yelp grew into its market cap. since the beginning of 2013 the stock has been on fire, nearly tripling to date. it took it down, it may not yet be profitable. tremendous revenue growth and

a huge runway to keep expanding as more local advertisements come online. a strong october 29th, although two days later, they turned around and asked a big secondary offering, the stock has been struggling lately. yesterday it dropped and the sell-off continued today. we have to ask ourselves, is it a terrific buying opportunity? when we were at dream force yesterday, we got the chance to speak to the creator and ceo of yelp. take a look. >> we have been so worried about mobile. they are worried they can't make enough money, i don't yet yelp, mobile is the way for you to make the most money. >> mobile is fantastic. when do you need reviews? it's on the go. pull out your phone. we know your location. we can match you up with information. it's right at your fingertips. guess what our business is. facts. >> advertisers probably like the mobile cpms more than desktop because you don't carry your desktop with you.

>> if you're looking for a restaurant, you want to know what is the restaurant near you. if we can deliver an ad, that will be more effective than something across town or in the east bay, in berkeley when you are here in san francisco, that's not relevant. so we're able to do incredible target with mobile. 40% of our ad impressions are on mobile devices. >> you don't mind if it goes to 100, do you? >> that's fine with me. we're basically agnostic. if we can deliver one on mobile, even better. >> i always tell people, look for something that works regionally and goes nationally. we're in san francisco, it worked regionally, it worked nationally, didn't it? >> it started here in 2004 in the very beginning, little community forums. we actually were asking the question, is this going to work anywhere else? i remember trying to bring it to new york. all my new yorker friends were saying this won't work in new york. they are not as nice.

these guys are not going to give you the time of day. here we are now, years later, people love the thing. they're using it all the time. we have gone city by city now, over 100 different cities across the world. this has become an international phenomenon. >> are you surprised people supply content to you for free? facebook does the same thing. people yelp, and they aren't looking for a dollar from yelp. >> we started with how do we make review writing fun? why do people want to do this? self expression. why did people create tumblr blogs? why do people do status updates on facebook? they want to share with people. we created a platform, the best way to do that is to write about local businesses. >> if you are an advertiser, you put an ad in, say there is four bad reviews of your restaurant, why would you continue to advertise? why wouldn't you call screaming at jeremy saying i want those bad reviews down right now? >> we're living in a new world order. the cat is out of the bag. your customers will be writing

these reviews one way or the other. the vast majority of content is neutral to positive. if you are doing a bad job, people are saying negative things about you all the time, guess what will happen? it has nothing to do with yelp. you will go out of business. the reality is most businesses are doing fine, every day, they're getting good reviews on average. they like to advertise. >> do they yelp in germany? >> they do now. we actually acquired a company, quite late last year, and we've just completed the integration in germany. so we got traffic up. content is up. it's looking good. it's given us an acceleration in germany. we were doing well, growing organically, this is an incredible growth in a short period of time. >> what happens if i want a reservation, i want a coupon and i want a review, i got to go to groupon, open table. go to yelp. why can't i go to one? >> we're trying to bring that all into one place. actually, you can book a reservation seamlessly from yelp. food delivery is a new one. we've got this yelp platform.

we started with some food delivery partners, one delivery.com. the other eat 24. so you can go through your phone, navigate through the menu, order a bunch of food, have it show up at your door, you never left the yelp app. it's a pretty incredible experience. we'll do that for dentists, doctors, you name it. >> they will advertise? >> sure. we got plenty of dentists advertising, plenty of doctors people are talking about tell on yelp. what better way to get that word of mouth out than to broadcast it to the 117 million people coming every month checking this service out. >> now, when you go to a new city, okay, how do you follow up? because when i looked at your presentation on the sales force, i actually saw your dream force presentation. sales force is involved in your company. >> oh, yeah. we use sales force software. they're fantastic. that's basically how we are driving this incredible revenue. we hire people, we train them up, teach them about our ad

products and get on the phones. they are talking to small businesses. so many of them are still spending their dollars on the yellow pages. >> i want to ask you. literally, yellow pages still exist. why do they still exist? >> i don't understand that myself. you've got to get online. that's where the action is at. that's from the eyeballs are at. that's how you will make more money, is investing online. >> a lot of people say, jim, you keep recommending this shelf, they're out of their mind. they're not even showing a profit. i kind of felt in order to dominate the world, which is your game plan, it's not the right time to show a profit. if you wanted to, though, you could. >> you should be running yelp. you got it. you nailed it. business 101 is you got to invest in the business today if you want it to be huge tomorrow. you think of amazon, bezos. they are investing all the money they make into building a bigger and bigger business. right now, we got this enormous opportunity.

57,000 businesses are paying us. how many local businesses are in the u.s.? 20 million businesses in the u.s. you go outside the u.s., now we're talking about 100 million. so when you got this ocean of opportunity, you are crazy to slow down and say, you know what, i'm not going to spend all this money hiring sales people today that i know will be profitable. you got to put the money in now, which means you are not profitable at the moment. >> one of the things i like, analysts get their arms around. are you doing this in an environment where there is not a lot of business creation. do you see that changing? i know that some people thought october was the beginning of a better month? are you seeing whole new clients that didn't exist a year ago? >> it's hard to say what the macroenvironment is doing right now. >> i want you to say, listen, it got better. >> if we had 18 million of the 20 million out there signed up, i can give you a better feel. right now, growth is coming from the opportunity in front of us. we're doing really well. we're one data point. we're growing it.

there is so much coming offline, switching online, so i can't really give you a detailed macroview right now. maybe in a few years, we'll talk about it. >> fair enough. that's the ceo and co-founder of yelp, yes, i still want you in the stock because i love the growth. you want a profit? they can show it to you. how about a win? stay with cramer.

>> it is time, it is time for the lightning round. rapid fire calls. i tell you whether to buy, buy, buy, or sell, sell, sell, when you hear this sound, then the lightning round is over. are you ready, ski-daddy? we start with steve in missouri. steve! >> caller: hey, jim, a big mizzou tigers boo-yah to you. >> we love the mizzou. what's up? >> caller: i am talking about a stock you mentioned in the past. they had weaker than expected earnings and guided lower, but revenue is still growing for chart industries. >> i said after that quarter

when they were in the 100s, i could not get behind the company until i had sam on. i need the ceo. why? because i frankly did not understand the shortfall and until i do, i can't get behind it. i need to go to willie in florida. willie. >> caller: jim, how are you doing? a gobble, gobble, boo yah to you. >> sweet kind of boo yah to you. whats up? >> back in may, i came out with ingus tickered at bya or boya. i understand it has something to do with the buyout. i have been doing fairly well. but i never see it reported on cnbc or see it on the sticker. >> well, so you know, a lot of peel didn't like this company when it came public. i myself was skeptical. you got a very good run in it. >> that said, i like lot of others better. i'm going to tell you to sell your boya and to move aggressively into something my

charitable trust is buying. which is the hartford group. let's go to chris in indiana. was that artistry? >> caller: thanks for helping the little guy. i purchased fi on october 4th. franks international. >> i was surprised at that shortfall. it happened when i was away. i got to get my arms around it. boy, it does seem disappointing. let me come back and figure out what the heck happened to franks. sorry i have not answered the franks questions. i have not done enough work. i have been on the road. i will find out and answer. justin in florida, justin. >> caller: how are you doing? this is justin from florida. i'm calling about sandridge permian. >> 20% yield, when you see a yield that high, i am throwing the red flag. i don't care, something's wrong. let's go to brent in texas. brent.

>> this is brett from san antonio texas, i have an arkansas razorback sweet bye-bye bye boo-yah. >> i don't know how that goes, don't go to florida. what's up? >> caller: talk to me about online gaming stock boyd. >> i don't need that. that i got las vegas sands, top of the line. the stock has already come down from the high. i say lvs. let's go with best of breed at all times. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by t.d. ameritrade. five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are

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the opposite of that. ♪ >> just because i went to dream force yesterday, where i got a chance to speak to a ton of ceos, doesn't mean all tech all the time. so tonight we want to take a look at one of my absolute favorite consumer product companies.

you know i have been behind it a long time, it's jardin. more than 100 different outdoor brands. rawlings baseball gloves, the latest model is interesting. maybe not in your store. mr. coffee machines, oster blenders, candles too with the $1.75 billion acquisition of yankee candle, which closed just last month, among many other household name products. they are fabulous at finding tiny niche markets. the company reported at the end of october and beat wall street estimates in addition to outstanding 5.5% organic growth. stock is giving you a 51% return since 13 months ago when i pushed it very hard. don't take it from me. let's check in with jim willie the ceo of jarden. don't worry, mr. franklin still with the company. welcome to ""mad money"." >> jim, it's great to be here. >> you made this gigantic acquisition. yankee candle went private for

$1.7 billion 2006. you bought it for a similar amount. what is different from the one that went private and the one you bought? >> look, they paid a nice price for the business. we got a fair price. we were able to buy it out of a busted auction. we came out with the right time and timing and certainty. we were able to close a deal. that made madison dearborn happy. >> typically, when these companies are privatized, they fix them. is this a better company you bought for $1.75 billion? >> it's a great company, like all jarden brands, it can be better. >> fair enough. there is some crazy stuff that you guys are doing. i regard innovation as work day and viva and salesforce.com and drop box. you are doing -- i think these innovations, i'm not being facetious. the crock pot entertainment system? >> yep. we have the hookup system. i think it's over my shoulder where people can plug in one, two, three, four units, depending on how many people are coming over. have a variety of hors d'ouvres.

the nice think about a crockpot, can you personalize it at crockpot.com. i have here what i think is going to be our top holiday sellers. >> wal-mart has that. >> i think everybody has it and wants it. >> there you go. when i see these things, i recognize them, do i do crock pot? i happen to like crock pot. obviously, you got some demand for entertainment or you wouldn't, i don't know how you come up with something like that. >> look, people are entertaining a lot at home. we try to build products that people both want and need. >> to go further, you have been able to compel in digital media for one of the biggest products in the world, the ball jar? >> when i joined the company 11 years ago, it was doing about $100 million in revenue. we have already surpassed that amount this year, we will do about $200 million. >> i don't use them because i can't, how did you go?

>> organic molds, healthy feeding, supplementing the grocery. it's all about healthy home and organics. we created a product that's fresh reserving as opposed to home canning. >> now, sunbeam pet purifier? >> i think that's probably a pet water purifier. >> why? they don't know the difference. >> i think people are spending a lot of money on their pets, dogs in particular. so we created a pet category five years ago that really is meant a to focus on things that people want to buy for their pets, whether it's clippers, pet shampoos. it's a great business. >> is that into pet smart or private label? where do you sell it? >> it's really in all categories, you can find it at wal-mart, petsmart, petco. >> when you do a bicycle, does anyone, how about this one, here's one i remember, my parents used to smoke kents when i was little. they had ohio blue tip, then it disappeared for a long time. it's back. >> so we brought this back. this is a brand that when we bought diamond brands in 2003 had been put on the shelf, and going on the internet, seeing

that people are really interested in the brand on ebay, we decided to bring it back and we were able to increase match sales about 30% this year just by re-introducing a brand with legacy heritage that people want and love. >> i love it. 5.5, when i hear that, organic. i reach one of two conclusions. one, you are killing it away from them, all the other competitors, or, two, you are gaining share, but this is supposed to be pretty good. i mean, you look great. the number of skus you have has to be significant. >> so we have 140,000 skus. but the nice thing about the growth in the quarter is our outdoor business grew 4.5%. the branded consumables business grew 5%, the appliance business grew over 6% this year. >> i can't be that negative when i hear those numbers. >> look, i think the economy is healthy. i don't think people are fearful of losing their jobs. the government shut down. those people are getting their money back. you are seeing a nice evolution in the consumer. we are certainly seeing it in our numbers.

you saw it in home depot's numbers as well. >> my take away, things can't be that bad. you don't get this kind of discretionary purchasing. >> i think things are pretty good. >> i want to thank one of our absolute favorites. i think yankee candle is going to be a big winner for them for this holiday season. "mad money" is back after the break.

>> raw emotion. that's how tesla looks to me. those who own the stock say it's terrific elon musk has asked the national transportation safety board to look into the three reported tesla model s fires. that level of confidence is inspiring them. the buyers seem to be saying, hey, listen, make it a clean breast of it. the haters say pretty much the same thing. they're cheering that the transportation board is looking into it in a formal way. why bother if there isn't something structurally wrong with the car? it's a machine of love and hate. the bears say tesla is ridiculously overvalued.

$15 billion market cap. a 2% for the year, they find that absurd. now a possibility sales could cool. bulls sigh it's a silly fire issue. so the discounts are fully baked into the stock price and it's time to buy, buy, buy. who is right? like with so many stocks that are classically overvalued, only time will tell, when they sell 200,000 cars in a short period of time, say a couple years, the other auto companies don't deliver successful electric models to compete with them, then the stock goes higher. maybe much higher. if tesla sales, the company has to redesign the engine in an expensive way, the stock could be way higher. especially if you get another confirmation or two. it's people who like the car, versus people who hate the stock. i believe tesla stock is largely held by retail investors who don't have that much savvy about how stocks trade. they have little regard for the

valuation ratios, worth valuations, say versus gm, ford or toyota. they are betting these retail investors will come to their good senses and recognize the stock is out of whack, hence, it's so important for them to showcase the fires, wait a second. i mean, isn't this kind of excessive, given that thee company's cars have fires all the time everywhere? every company, gm, ford, they all have fires. they are a lot more severe than the ones tesla had. but as naive or perhaps as scornful as the investors have been of the traditional valuation metrics, the short seller seems to be just as perilously in denial about their own power to make things go wrong. way too many have ganged up on this stock. the fact that more than quarter of tesla's float has been sold short means there isn't enough natural supply, the shorts can't create stocks, as long as elon musk doesn't create money, in new stock is coming on the market, i believe that's why

they rallied nicely today, on the list. down at these levels, there doesn't seem to be as much worry by real owners to offer enough stock to make tesla go lower. it's that parallel between the longs and the shorts, that has so many people worried, including yours truly. the stock, it's over the voracious nature of those who believe versus those no need the stock down at all costs. that's what makes tesla a cult equity. it's the most removed from the fundamental also of any stock in the market, therefore, it cannot be gamed. therefore, the buyers love it. the sellers hate it. it doesn't merit serious analysis. just the sight seeing of the battle from on high, taking in the excitement while distinctly avoiding an actual appearance in the arena. stick with cramer.

both maxwell and ted have hail damage to their cars. ted is trying to get a hold of his insurance agent. maxwell is not. he's on geico.com setting up an appointment with an adjuster. ted is now on hold with his insurance company. maxwell is not and just confirmed a 5:30 time for tuesday. ted, is still waiting. yes! maxwell is out and about... with ted's now ex-girlfriend. wheeeee! whoo! later ted!

online claims appointments. just a click away on geico.com. ♪ [ male announcer ] the parking lot helps by letting us know who's coming. the carts keep everyone on the right track. the power tools introduce themselves. all the bits and bulbs keep themselves stocked. and the doors even handle the checkout so we can work on that thing that's stuck in the thing. [ female announcer ] today, cisco is connecting the internet of everything. so everyone goes home happy. >> sometimes emotions get in the way of making big money. for instance, you may hate j.p. morgan. i know a lot of people who do. they are happy they paid $13 million to the government for these fines. you know what? all i care about is that j.p. morgan has better earnings

power, because my charitable trust owns it. you should be gratified by the settlement. it gets the government out of the picture to a large degree and you can actually figure out what j.p. morgan can be worth. i got to tell you, it's worth a lot more than it's selling. there is always a bull market somewhere. i'll find it for you, right here on ""mad money."" i'm jim cramer. i will see you tomorrow! meet the organized-crime gang bent on bringing down the house. they are the tran family, one of america's most successful rings of casino-gambling cheaters, winning hand after hand. >> many times, $30,000 to $90,000 a day going out of this casino. >> narrator: they use one of the oldest tricks in the book... >> it looks as though the cards may have been mixed. the cards were not. >> narrator: ...with a high-tech twist. >> the person is speaking into a microphone that has been wrapped around their neck. and what that person's communicating is the order of cards. >> narrator: and at each casino