>> big show tomorrow, mel. >> we won't say why. that's my trade. rockwell collins. look at miles walton's note, if you can find it. i think collins goes higher. >> thanks so much for watching. catch us tomorrow at 5:00 for a very special show. "mad money" starts right now. 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 just want to make you a little money. my job is not just to entertain you, but to teach you. call me at 1-800-743-cnbc. there is no denying the market's buoyancy on a day like today. dow climbing 106. s&p gained 1.6%. on the other hand, there are so many ways to measure the

strength of the market. i often feel the averages can be misleading. the averages always play a ole in thinking about the power of the move. but it's how the market rallies. what stocks make up the advance and why they are advancing that really makes a difference for this guy. first, yes, i care about the direction of the averages. provided that the wealth in the averages is spread across many different sectors. remember, there are good rallies and badle rallies. >> the house of pain. >> house of pleasure. >> a good rally has many sectors rising with with good leadership. a house of pain rally is led by stocks representing one or two sectors as was the case in the run-up to the financial crisis with the miners, minerals, oils and fertilizerers stocks leading the advance. that's an unholy group of generals that can't get the job done. more reason to -- >> sell, sell, sell. >> than to -- >> buy, buy, buy. >> the more the merry and the

stronger the rally. that made me excited today. until today a group was with left behind. it's the classic growth cohort many of you care about which is in many ways the most important group for many of you at home. stocks like johnson & johnson, starbucks, pepsi co, hershey. they have been stalling or dripping lower almost every day. that's a very bad sign. let me explain. for more than a month the leaders have been the industrials, transports and banks. they are all fine but groups that stand for one thing -- higher interest rates. i'm not against that. when the economy is better the rate goes high. always have, always will. in the end, doesn't matter. demand for credit increases. people expand businesses, spend more. that's as it should be. a market on permanent fed life support is not a healthy market long term. it can produce good results

short term, but i'm not for lightning advances in interest rates. that is bad for business. we can't have rates go so far so fast that businesses and consumers can't keep up and still hope stocks can have a significant sustained, solidle rally. that's what the incredible run in the industrials was predicting. i have been worried about it. it's what i worried about with the banks. they need higher rates to invest in higher yielding treasuries and pay you little return. the banks said with the seemingly endless run that will occur at higher rates. as i write in the new book the market can advance with the industrials, transports and banks as leaders. but you are not supposed to lose all the groups out there. that's exactly what it seemed like we were doing or at least on the verge of until today's

smashing session. ♪ hallelujah >> the fact classic growth stocks came back, the ones that don't need a hot economy to alley tells me we may be in a spot where interest rates while higher aren't sharply higher. that was the bulls' biggest worry. on friday which is what i'm thinking about we had an unemployment number that could be robust. that's what my indicators say. many are worried if it is that robust that will cause interest rates to spike, maybe rapidly to 3.5% from below 3 where they are now as investors sell off and the bond cuts back because the economy is better -- right? that's been the nightmare scenario many traced out for the stock market. that's the one many doomsayers have been predicting. today's rally says temper your worries. the leadership switch to classic growth stocks shows while rates go up in 2014 they probably won't go up in a straight line like the industrials and banks were signalling until today.

consider johnson & johnson -- one of my favorite stocks. a huge position in the charitable trust at auction owners plus.com. i have been impressed by the under performance. they have terrific prospects. they might falter in 2014 because the economy is too hot. people refer to investing in inconsistent, cyclical companies that do better when times are good. there are fewer of those. it's not broad. same with pepsico. unlike coca-cola they have delivered quarter after quarter of excellent numbers but the stock was left for dead. if it weren't were coca-cola general mills would kill on campbell's. that's a terrible sign of interest rates about to rise. starbucks, chipotle and whole foods, all stopped, stalled or declining in value. they are the best of the best of growth names. stocks that can do well.

not too fast but not too slow. they are natural born leaders, people. companies expanding at a good clip, throwing off cash, rewarding shareholders who recognize that the managements are executing better than anyone else. we never want those stocks -- that's an unhealthy market. they are 98.6 on the thermometer. there were mixed messages from starbucks today -- more later, the rally is glaringly bullish. you want further confirmation the bio techs are dogging culminating in yesterday's group buying goldman sachs. we saw a rebound today in two of my favorites. the big pharma while one of my biggest picks for 2014, pharmacyclics rocketed higherer at $125.90. that's an outstanding run. and another bio tech with

personalized therapeutics nearly doubled today. they are looking at real success. the stock went from 20 to 36 in one session after being down for ages. celgene owns 12% of epizyme. do you know what's more bullish is this the action in linkedin. they suffered the indignity of a down grade today on worrieses of slower listing growth and tougher comparisons. what did the stock do? how about rally five dollars to 72 cents. when a stock roars on a day of a downgrade that's the health of both the stock and the sector. it's true the banks took a breather but they will be back. you will hear about the hottest ones. some of the industrials faded. there was a delayed reaction. fedex tacked on what should have been added yesterday when it announced an accelerated buy back. let's not bury the lead. the classic growth stocks' long

overdue return to health is a sign we may not need to fret as much as we thought going into friday's employment number. maybe the number is good but not so good that rates shoot higher and the entire rally becomes threatened. do you know what? maybe we'll be okay after all. why don't we go to mike, mike, mike in pennsylvania. mike? >> hey, jim. >> sorry about the eagles. >> yeah. >> caller: anyway. >> okay. who's next? i'm sorry, what? >> caller: what's your opinion of floe service 77. >> i charted the stock this weekend. i like to look at the charts when the eagles are losing and i'm about to commit suicide. flowserve was so strong that i went to look and it's a clack sick industrial name. going higher. then goi to jeannie in new york. >> caller: i wanted to ask you, i bought gld on your recommendation a year ago. i'm getting nervous with it. i was think ing of selling.

what do you think? >> i said gld is an insurance policy. it's been terrible. great over the nine years i have been recommending it but it's bad now. i think you hold gold as a currency, as a hedge against the rest of the portfolio. i'm not backing down. you're fine. i wouldn't buy more unless it went the to a thousand. john in my home state of new jersey. john. >> caller: hey, cramer. >> yo. >> caller: i was curious about the master card split. do i wait and buy it that morning or do you think it might sell you have a and go lower? >> when you have a 10 for 1 split some people will sell the stock putting pressure on the stock. it's a reason i recommend the day before the split you sell mastercard and if you like the group that you rotate into visa which is now a substantially cheaper stock than m.a. though it's every bit as good as mastercard. how shall we read the market tea

leaves today? i see the return to health of the classic growth names. that's a strong sign that maybe, just maybe, we'll be okay. "mad money" will be back. >> announcer: coming up, direct deposit? bank of america is up over 35% in the last year. is that the beginning of a bigger run? cramer is opening the vault and checking the technicals next when he heads off the charts. later, weathering the storm. when bad news put s chill on a stock sometimes it's best to bundle up and hold on for a warmer day. don't miss cramer's take on why sticking to your guns could lead to a big payout. plus -- metal working? the u.s. produced more than 15 million cars in 2013. the majority of them were made with steel from worthington industries. could the companies push power

the stock higher or is it tapped out after a colossal 50% move? 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 email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. [ male announcer ] the new new york is open. open to innovation. open to ambition. open to bold ideas. that's why new york has a new plan -- dozens of tax free zones all across the state. move here, expand here, or start a new business here

and pay no taxes for ten years... we're new york. if there's something that creates more jobs, and grows more businesses... we're open to it. start a tax-free business at startup-ny.com. i'm bethand i'm michelle. and we own the paper cottage. it's a stationery and gifts store. anything we purchase for the paper cottage goes on our ink card. so you can manage your business expenses and access them online instantly with the game changing app from ink. we didn't get into business to spend time managing receipts, that's why we have ink. we like being in business because we like being creative, we like interacting with people. so you have time to focus on the things you love. ink from chase. so you can.

every tuesday on "mad money" we run off the charts. i'm not a chart guy but there is a way to combine charts with the research i believe is the bedrock of good investing. think of it as strategy. then use the charts as a terrific tactical tool to improve timing and confirm what the fundamentals were telling youment we are going off the charts with tim collins, a fantastic technician who is my

calling at real money.com to look at a stock i like very much. we have it at the charitable trust. i'm talking about bank of america. you despise it because you have lost money in it. i think 2014 will be a banner year for the banks. they benefit from rising interest rates and bank of america is enormous because of the litigation is behind it. stock is flat while the other banks rebounded a lot harder. that's the fundamental side of the equation in a nutshell. what can the technicals tell us? take a look at what collins calls a thing of beauty. they have rallied 6% already. while the overall market has done next to nothing. obviously this kind of explosive outperformance can't go on forever. that doesn't mean it won't continue. it's like bear repellant for short sellers. who wants to fight with the raging bull? of course the same breakout

frightening the bulls will potential buyers pause. do you want to chase a stock that's gone up 6%? collins thinks you shouldn't get too greedy about the pull-back. you may get something bigger than the 16-cent drop but he doesn't expect bank of america to go down more than that. the stock is coming out of a nice period of consolidation of after a previous big push. during the november rally bank of america advanced two bucks. if the current run is the same size and this is a technical theek that charters like collins use all the time. it's surprisingly reliable. he sees bank of america headed to 1775, wow. $17.75 is a minimum in the near future. that's 7.5% higher than where it is now. maybe you missed the run. collins thinks you can get the same amount of upside or more all over again. that said a collins would like to wait for a small pullback, perhaps 16.10 where bank of

america went out thursday or 16.25 where it opened friday. closed today at 16.50. even without the pullback collins sees plenty of pull back. could be a buy at the current levels. look at the accumulation distribution line at the bottom here. this is an indicator that technicians used to see if big boys are are buying or selling large slugs of stock. this was trending lower which is usually a negative sign. collins sees a pattern that makes him more not less bullish. when the line reaches these levels and rebounds like it did the stock has been a screaming buy. we saw the shift at the end of september. okay? see it? leading to a rally in the first half of october. we saw it again in november. right there. before the stock rose 14.5% in a few weeks. the exact same thing happened with the accumulation distribution line.

see the bounce? once again the stock is taking off. in the past this pattern led to rallies. they last at least a couple of weeks. meanwhile there is one more super positive element of the chart we haven't talked about called the cci or commodity channel index. this is on oscillator used to detect extreme trend changes before they happen, especially with a reading over 200. right now bank of america is at 287. wow. since the trend here was already positive, collins thinks cci is signalling an extreme move higher. while a 6% run is spectacular for a big cap stock like bank of america it's not what collins would call extreme. this is one more signal that b.a.c. isn't done going higher. if you think we are ahead of us

check out the long-term weekly chart. since the beginning of the year the stock has been in a strong -- since the beginning of last year, look. think about how long it's been going strong and continues upward and the continue nation of an upward channel. while there were ebbs and flows in the share price. not everything was up every day. the stock dipped down to test the floor. see those? the pull backs lead to healthy rebounds. according to doll lips this bullish channel is as textbook as they come. 20 pages of charts illustrate various important patterns. this one fits in with with my examples of exactly when to pull the trigger. however, there is more to the chart than a pretty picture. remember, with bank of america's daily chart you have to wonder if the stock is over extended. here in the weekly you can see bank of america isn't that overextended at all. it's in the middle of the cham with the stock well below the ceiling of resistance.

that's kept the lid on the stock for a year. it's in the in a danger zone when you look at the weekly. beyond that the relative strength index at the top is a momentum indicator. it's running hot. that's okay. collins say it is breakout in the rsi confirms the break down on the line. that's what you want to see. the accumulation distribution line on the weekly chart confirms that this stock is going higher. the line has been trending higher and every dip has been met with buying. you can see it. dip, buy. dip, buy. every time you see it here you pull the trigger. remember, the accumulation distribution rate tor gives you a read on what the big money guys are doing. they are steadily buying bank of america every time you get the line where there is a bounce. the stock is so textbook as a chart. i can't believe people aren't buying at the 20. he sees the stock headed based on this weekly chart in line with the daily.

longer term collins thinks it could go much higher as long as the channel is unbroken. there was a $50 stock in the old days. a pull back to $16 or lower. the floor is $15. in no pull back is upcoming there is enough upside by buying it here. i agree. my charitable trust would pounce on any pullback because the balance sheet is the best it's been in years and interest rates are going their way. here is the bottom line. when you have a stock with the fundamentals improving and the stocks are bullish, start building a position. bank of america's amazing 2014 run could be far from over and i think he's right. i recommend starting to build a position into any little weakness more than we had just today. stay with bank of america. stay with cramer. >> announcer: coming up, weathering the storm. when bad new s puts the chill

a stock with the power of a polar vortex sometimes it's best to hang on for a warmer day. find out why sticking to your guns could lead to a big payout.

across the country has brought me to the lovely city of boston. cheers. and seeing as it's such a historic city, i'm sure they'll appreciate that geico's been saving people money for over 75 years. oh... dear, i've dropped my tea into the boston harbor. huhh... i guess this party's over. geico. fifteen minutes could save you fifteen percent or more on car insurance. only one week into 2014.

not too late to make a new year's resolution for managing your money. i think it was clear after last year what the resolution should be. i want you to stick to your guns in 2014. or stay true to your convictions, please. when you have a lot of homework on a stock and you believe in the company don't lose your resolve just because it goes lower or because the naybobs of negativity say it's a sell, sell, sell. listen to tom petty or eminem for the with-it generation and don't back down. listen to the s&p 500 from last year. you had vicious sell offs and every time there were talking heads who told you to get out. in the end the economy improved in the u.s. and across the atlantic and europe. the moments of fear and pain were the best times to buy. s&p finishing up for 2013. that was 32% if you add this the dividends. that's remarkable performance.

all you had to do was stay true to your convictions. if you sold into weakness you missed out on amazing gains. this is a show about individual stock picking. let me give you an example that shows how even a seasoned pro can make this error so you can understand and perhaps do what i did. when i was preparing to write "get rich carefully" i looked back at that time the trades made over the last five years and the bulletins we sent out for action owners plus.com to analyze my mistakes and warn you so you wouldn't repeat the mistakes. one of the blunders was losing with bad, beth & beyond which reports tomorrow. if you want the full blow by blow along with with other lessons learned, you have to buy the book. what's the world coming to if you can't self-promote on your own tv show? the trust decided to buy it in fall of 2012. i love to shop there and more importantly love their terrific

regional and national expansion. the trouble with bed bath is the stock tended to be too expensive trading at 20 times earnings estimates with a consistent 10% growth rate. i don't know. you remember two times the growth rate at the border. too rich for me. i kept watching, waiting for the moment when it would pull back to be cheap enough to buy. in spring of 2012 bed bath reported a number that displeased wall street and it dropped from $75 to $59 in a heart beat. i don't like to pay for stocks that trade at such levels of relative growth. the management said, don't worry. we'll get the whbusiness on tra. i did enough homework to believe it. it seemed solid. by the time we were ready to buy, bed bath rebounded so we took a pass. next time they sold off we would be ready to pounce. the stock ran up to $71 without with us.

next time it was a blah number. people talked about how possibly the company was being deathly, lethal word, amazoned meaning customers were using it as a show room and ordering off the web. once again the stock was pounded. it was absurd. the things you buy there aren't the things you order from amazon. so buying several thousand shares. had the analysts never been there? do they know what it sold? you don't buy it on the web. after a rally we started hearing the amazon rumblings again and again. i didn't let them bother me. i did the homework and i knew it was worth more an the stock was selling for. then the stock sank to $59. so the charitable trust bought more. we buy weakness. dropped another two. we took another nibble. >> buy, buy, buy. >> then they were talking about increased couponing and a recent acquisition not working. every day someone had something bad to say about bed, bath &

beyond so the trust bought more and soon it was one of the largest positions. while the trust beat the averages bed, bath was weighing on us with it negativity trading well below the cost basis at $55. i was down. i told stephanie, the portfolio manager that, you know, i was losing my resolve. maybe i couldn't take it. i wanted to get rid of it. i couldn't take the little decline every day. she bucked me up, stiffened my resolve. next week and bed bath hadn't stabilized i had to buck her up. we finally got lift with the stock trading about halfway back up to where we bought it. we were both so elated, so happy -- ♪ hallelujah >> that we decided to take the darned hit. >> sell, sell, sell. >> and get out while we were still alive. we sold the the whole position. at a loss, but we sold.

i was happy, elated. a huge weight was lifted from our shoulders. i patted myself on the back for not selling at the absolute low. then twhen company reported, the numbers were nothing to write home about. this time the stock didn't go down. that's a classic sign of a bottom. something i tell you about in get rich carefully but we ignored it. we were traumatized. next thing you know it's passing the price where we sold it, then passing the 60s, 70s as one analyst after another changed their minds. suddenly everyone was going out of the way to say, oh, that amazon threat, we were wrong. there was nothing to it. the charitable trust had stuck with wit, it would have been one of the biggest gains since i started. no, we got scared. we lost our nerve. we cut and ran a few points from the bottom. there are a bumpbl of important lessons here. i lay them out in "get rich carefully." i want you to focus on the fact that you should never sell just

because a stock is going lower and you can't take the pain. buck up. if you have done the homework, keep checking, you have conviction and the story isn't wildly off the rails do not give up. you may sell it at almost the worst possible moment like we did with bed bath. always better to be patient. sometimes sitting there, doing nothing, not giving into fear is the best thing you can do for an investment. i have never gone back to bed, bath. once my favorite, though i love the coupons and the candy aisle. it just reminds me of my embarrassment. who can live with that self-inflicted pain? gerard in south carolina. >> caller: hi, jim. >> what's shaking? >> caller: i'm reading your new book "get rich carefully." i have to say there is so much information for the little guy in one source is truly valuable. >> thank you very much. that was the point of the 440

pages. i guess i got it through. let's go to work. >> caller: it is long, yes. you state in the book that the difference between the defensive stocks and growth stocks is the growth stock has a catalyst. >> right. the numbers from macao came back. i know in the casino stocks you are looking at best of breed and wynn resorts. but melco crown entertainments. what do you think? >>this is a rising tide lifting every boat. is wynn better is this is las better? arguably yes. they are more expensive. i still favor vegas sands and wynn. steve wynn is always welcome. i would go to stan in florida, please. >> caller: boo-yah from central florida. >> i love central florida. what's up? >> caller: first time caller, read all your books, reading the current one now. >> thank you.

>> caller: also an action alerts subscriber. >> wow. >> caller: i have a big position in visa. i just shnitzeled one-third of it because it was too big of a part but i want to put money in texas financial bank corps. >> no, no. one is a faux financial. visa. i don't want you to sell more visa. it's a great stock. i don't like anything being bigger than 20% of the portfolio. what a situation it was the. it was hit on the last quarter and it was stupid. wapted to buy it but didn't have the choice. you heard texas on the air. they are smoking. always have conviction. if you did the homework and the story is intact, don't give up on the stock. you may end up selling near the bottom. listen, if you're in new jersey, i want you to come see me at the paramis barnes & noble on route 17 thursday at 7:00 p.m. i'll sign your get rich carefully.

[ male announcer ] this is the story of the little room over the pizza place on chestnut street the modest first floor bedroom in tallinn, estonia and the southbound bus barreling down i-95. ♪ this magic moment it is the story of where every great idea begins. and of those who believed they had the power to do more.

dell is honored to be part of some of the world's great stories. that began much the same way ours did. in a little dorm room -- 2713. ♪ this magic moment ♪

>> announcer: lightning round is sponsored by td ameritrade.

>> we'll get to the lightning round in a second. first i have a riddle. what's the only thing better than your very own copy of "get rich carefully"? answer. your very own signed copy. if you're in the neighborhood, i will be at the barnes & noble off route 17 in paramus, new jersey, after the show on thursday. there are more dates in new york and new jersey, too. head to getrichcarefully.com and click on appearance it is to see where i will pop up next. maybe it's costco at 12:00 on saturday. give the weather i have my eyes on you in florida and now -- it is time for the lightning round. i tell you to buy or sell. play this sound and the lightning round is over. are you ready? starting with domenic in new jersey. >> caller: hey, jim.

happy new year. calling about -- natural resources. i want to know your take on metallurgical cole and the sheet mel tall -- >> a lot of people think when a stock is six bucks it can't lose you more money but it can. i didn't like this wall street journal story which said coal is fine. it's not. i don't want to own anr. brian in maryland. >> caller: boo-yah, jim. >> boo-yah. go ahead. hello? >> caller: hello! >> let's go. >> caller: i would like to about i robot. >> sole would i. i have to learn more. this sounds like something too bullish for me. i'm doing a separate piece to find out what's going on. always liked the name. brian in new york. >> caller: happy new year, buddy. >> same to uh you. >> caller: i'm going to try to

make toyota costco this weekend, pick up the new book. >> westbury at noon. what's up? >> caller: my buddy at plaza auto mall last august told me about a stock. i bought half my position. it went up 30%. i took half off. you know, playing with the house of money now. i would like to own more. i know the rules. what do i do? >> hold it. it's an unbelievable company. amrisource, cbs, unbelievable. own this. my big regret as i went through the charts is why didn't i pull the trigger? jeff in new york. >> caller: boo-yah, jim. how you doing? >> all right, how are you? >> caller: good. i want to check my thinking with with you on planes all american pipeline. i'm seeing it has a juicy dividend but it doesn't seem unrealistic. it seems like it's pretty much from oil price fluctuations

because it's getting revenue from transportation. >> right. >> caller: storage and supply logistics. >> yeah. you know, you're right. i do prefer if you want to go there, i like the access midstream. yours is fine. i looked at plains a lot of times. i like the stock. i think you're right. let's go to dick in virginia, please. >> hi, jim. happy new year. cummings engines will be due in february. are they going to meet and exceed or do we have to get ready for another polar express? >> coportfolio manager stephanie and i were trying to figure out to take it. the position isn't big. they could get hit. not as bad as last time. it is a worldwide play on recovery, particularly in china. i'm staying. the charitable trust is staying the course. i understand anybody who wants to take a quick schnitzel. pam in new jersey.

>> caller: hey, jim. this is pam. we spoke in december. my question was about epizyme. i bought at 19. it went off the charts today. >> you caught a a double. congratulations. >> caller: my question regards nyt, the new york times. i worked for the company for years. as an employee i bought stock. i thought it was dead. they started paying a dividend. with the purchase of washington post by jeff bezos i wonder what's going on. >> here is the deal with with new jersey. thank you for mentioning it. here is the deal. we recommend the stock at nine bucks. everybody laughed at me. there are two ways to win. one is that the paid side is doing better. the other is that mayor bloomberg buys them. you mentioned bezos. i'm not backing away. the times could go higher. i would sell half if you bought it just because i said so. that's the conclusion of the lightning round.

>> announcer: the lightning round is sponsored by td ameritrade. on the trading flooring in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a...shell. get live squawks right in your trading platform with think or swim from td ameritrade.

if you're like me and you

believe this is the year when the u.s. economy picks up speed -- not too hot, not too cold you will want cyclical smokestack stocks because when the economy improves they can produce spectacular earnings growth and higher earnings are the key to higher stock prices. let me introduce you to someone you haven't heard from here before. worthington industries, a $2.9 billion company p. value added steel processing, particularly flat-rolled and steel for auto industry. it's a big player in custom engineered cap like earth moving machinery. they are acquiring a 75% stake in a country in turkey. there was a fantastic quarter and the earnings were in line. the the company's steel processing business put up very strong results on top of the ones that were previously reported. as the economy continues to improve they will keep doing better. let's welcome the chairman and

ceo to find out more about the company and prospects. welcome. >> great to be here. >> we are always talk thing about companies that can change their stripes and how hard it is. you went from being a plain old boring company to being a great growth company, more than doubling this the last year. >> right. >> how does a company change its stripes? >> we have been working on it for a long time. it was a steady animal in the portfolio. we kept expanding in and around it looking for companies that bent steel, welded steel, did things with steel to leverage our purchasing power. we just kept driving forward. great acquisition team. >> including people who know how to get more and more into lpg, cng area that we spend a huge amount of time on. you are making a break into the business. >> yeah. we are really in the space

heavily. all around alternative fuels in the space from transporting, transportation to being out in the field with mixing stations and separators. and into the transportation side of it. so we've got the space well covered. >> we have been backers of chart industries, chaneer. what's the hope here? do you think it's pie in the sky for the u.s.? >> i don't. >> you don't? >> no. there is abundant fuel, clean. it makes sense to use it, develop infrastructure so we can get it more into the transportation side of life. europe is much further down the road than we are. because it's cheap, abundant and clean the government ought to support it in a quicker move into making it work. >> totally agree. in the meantime uh you have a substantial auto business, $16 million for statistical auto numbers.

do you need it to go to $17 million or $18 million to maintain momentum? >> we do not. i think it will continue to improve and get stronger, the economy. we love transportation and the automakers. >> thursday we'll hear from alcoa. every time they talk about the light weighting of vehicles, the sub is rows of text, we'll kick out steel and put in aluminum. can aluminum take over what you have in cars? >> it can't. from a pricing standpoint. could it make a move, yeah. if further they go down with standards, they use carbon fiber, aluminum, different materials cars become so expensive people can't buy them. >> that's interesting you say that. on the service center business it's good. we have good lng. you keep talking about mark russell, your president. weak north american commercial

environment. that's from december of 19 -- any chance that can change? we have a lot of companies that could do well if that business turns. >> engineered caps. >> yes. >> yes. it's always been cyclical. yes, it will change. clearly they overbuilt for a while. >> yes. >> adjusting inventories. we are seeing signs now as they worked through it. it's starting to i can up. we have great opportunities to make it a better business from an earnings standpoint. >> one last question. we have been involved with timkin which was a huge disappointment. they did a terrible job but they are splitting. is that something you would look at the pieces of? >> hadn't thought about timkin in that sense. probably we would look at it. my guesses is there wouldn't be much there for us. >> interesting. not much there for anybody including my charitable trust. that's the chairman and ceo from worthington industry.

the best performing steel stock in the world. stay with cramer. [ male announcer ] we could say a lot about the most track-tested is ever... but the truth is... we don't have to. the experts have spoken. now it's your move. ♪ aflac! got 'em. ♪ yeah, he's clean, boss. now listen to me, duck. i have an associate that met with, uh, an unfortunate accident. while he's been incapacitated, somebody's been paying him cash.

now, is this your doing? aflac? now, if i met with some such accident, would aflac pay me? ♪ nice. this is your stop. [ male announcer ] find out what aflac can do for you and your family... aflac? [ male announcer ] ...at aflac.com. and shift through all eight speeds of a transmission connected to more standard horsepower than its german competitors. and that is the moment that driving the lexus gs will shift your perception. this is the pursuit of perfection. we do? i took the trash out. i know. and thank you so much for that. i think we should get a medicare supplement insurance plan. right now? [ male announcer ] whether you're new to medicare or not, you may know it only covers about 80% of your part b medical expenses. it's up to you to pay the difference. so think about an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans,

they help cover some of what medicare doesn't pay and could really save you in out-of-pocket medical costs. call now. with a medicare supplement plan, you'll be able to stay with your doctor. oh, you know, i love that guy. mm-hmm. [ male announcer ] these types of plans let you visit any doctor or hospital that accepts medicare patients. and there are no networks. you do your push-ups today? prepare to be amazed. [ male announcer ] don't wait. call today to request your free decision guide and find the aarp medicare supplement plan to go the distance with you. go long. leave it to howard schultz, ceo of starbucks to figure out consumer new patterns of behavior. last night schultz released a partnership note that addressed two new trends -- a significant downturn in traditional consumer, slash, pedestrian traffic malls versus online

shopping and new presence that gives people the gift of choice. starbucks physical and digital cards. first 2013 was the first holiday that many traditional retailers saw in-store foot traffic give way to online shopping in a big way, schultz noted. he continued, customers watched, waited, compared prices and bought the brands and products they wanted online, frequently using a mobile device to do so. schultz said this will skew the national data and show online shopping far outpaced in store shopping. schultz said starbucks was, quote, not immune from the mall downturn but said they off set the issue by initiating, quote, world class digital and mobile payment expertise that dove staled with the changes allowing the company handle more than 1.3 billion in starbucks cards, inkreb, in the u.s. and canada which was significantly above last year and perhaps most important above the current plan.

plus coffee doesn't lend itself to being sold on the web with. i want "the cramer" to be hot when i drink it but many of the mall based apparel stores are down in an up session. secondly people could wonder what happened to retail sales. customers looked at physical and digital cards instead of gifting a particular item. the impact given that starbucks set records for new cards including 2.4 million new card activations on one day, a new record. 610 million in new card acquisitions you should see a spike in the first quarter of the calendar year because the vast majority of revenue will be booked in q-1 and they will capitalize on new sales. while positive for starbucks the trends may not be fabulous for many main stream retailers. we know online competition from amazon devastated the bookstores, then home entertainment with only best buy and game stop riding out the

competition. i thought the selling was over done at game stop today. i don't think the sony warrants the decline in stock. when it comes to store that is sell commodity products because they will get dinged as people shop online that will be tough for the me, too stores out there. look over your portfolio. the gift card phenomenon doesn't help much. you have to have a significant action at the register to pull it off. most haven't thought it through the way schultz has. starbucks has benefitted from initiatives but amazon is a huge winner when it comes to the sea change in shopping habits. that's why i'm not backing down. amazon is a big reason why the holiday season seemed weak even as it was actually solid thanks to the online shift that schultz talks about. we got an inkling of this when we talked to the ceo of lions systems ads which backs the

kartds for retailers. the downgrade of alliance data by goldman sachs tehran afoul of what i heard from hefernan. i believe my own ears. going forward we should view retail in this remarkable letter. there could be two sea changes that should be in our thinking before we write off a holiday season which is exactly you know what happened this year. of course we should recognize even though schultz said it wasn't immune the online efforts and gift card programs could boost the first quarter in a big way. schultz proved his worth as he gives credit to others within the organization including two names i jotted down. curt garner and adam brown. two to watch as they build out for the next master of the starbucks universe. [ male announcer ] the new new york is open.

open to innovation. open to ambition. open to bold ideas. that's why new york has a new plan -- dozens of tax free zones all across the state. move here, expand here, or start a new business here and pay no taxes for ten years... we're new york. if there's something that creates more jobs, and grows more businesses... we're open to it. start a tax-free business at startup-ny.com. there's nothing like being your own boss! and my customers are really liking your flat rate shipping. fedex one rate. really makes my life easier. maybe a promotion is in order. good news. i got a new title. and a raise? management couldn't make that happen.

[ male announcer ] introducing fedex one rate. simple, flat rate shipping with the reliability of fedex.

of the dusty basement at 1406 35th street the old dining table at 25th and hoffman. ...and the little room above the strip mall off roble avenue. ♪ this magic moment it is the story of where every great idea begins. and of those who believed they had the power to do more. dell is honored to be part of some of the world's great stories. that began much the same way ours did. in a little dorm room -- 2713. ♪ this magic moment ♪ let the snap judgments begin. container store reports a number and the stock is shelled heavily. they don't know what they are saying. you may have to do work on it. remember, i'm worried about competition but sometimes the number is so strong that people can say, you know, i don't care if someone opens up to compete

against that ram company. its earnings are explosive. that's the look right now of m.u. there is always a bull market somewhere. i promise to find it for you. i'm jim cramer and i will see you tomorrow. extended jobless benefits will surely pass the senate after today's procedural victory, but the outlook for the house, murky. and i question the true benefits of these extended benefits. finally, why not just abolish the corporate tax or at least slash its rates? that would be the key to growth and jobs and wages. and then energy imports plunge. that brought down the november trade gap. we are producing our own energy independent boon. you know what, as the trade deficit narrows, king dollar goes up, inflation stays muted, the economy grows faster and stocks really benefit as they did today to the tune of over 100