i'm melissa lee. thanks for watching. see you next friday. have a great weekend. stay tuned because "mad money" starts at the top of the hour. . my mission is simple to make you money. i'm here to level the playing field for all investors. from is always a bull market somewhere and i promise to help you find it. "mad money" starts now! hey, i'm kramer. welcome to "mad money" him welcome to cramerica. other people want to make friends. i'm just trying to make you money. my job not only to entertain you but to teach you. call me or tweet me@jimkramer. when you get an order from a non-farm pay payroll report, not enough wage growth, non-event. you mainly revert as to what

really matters, which is how companies are doing, how much money are they making? and you can see they're doing well, because, once again, once again, we hit these all time highs. >> ham louia. >> that's easy. >> dow climbing 88 points the s&p gaining 4.68% t. nasdaq jumping 4.9%. not all new highs are created equal. which is why it's important to point out the breath of this advance. we have companies participating from all walks of life from the utility to oils and held healthcares and rail, old tech, new tech, it just didn't matter today. so then the question becomes, as my friend buddy pal david faber asked me this morning on "squawk in the street," are we being too complacent? i say it means who you mean by "we?" the professionals have been shorting this market aggressively as they endlessly flit in and out of stocks with reckless abandon.

>> buy, buy, buy, skem, se sell sell, sell. >> that's them. individual investor was seek value with decent growth in dividends, know what they're doing? they're making good money. often the hedge funds talk about places because perhaps they make bets against the market. so if they need stocks to at least be volatile and occasionally get hammered, but the market is not complying. which means the shorts are the ones who have been complacent in my book, endlessly waiting for the market. so what's on tap for next week? well, first we turn our sights to -- china. on monday. when we get a couple inflation gigs, let's talk about carolina for a second. we need china inflation to go down. why? because they have to have the flexible to re-ignite their

desell rating stimulus. decelerated economy and inflation. now i haven't been slashing china all week because this was the week where europe went all in for stimulus and i do think that's going to help. i think it was meaningful what happened in new york. in the meantime, we are getting construction lending and building here in this country picking up. it's driving up a ton of industrial stocks, particularly this week the machinery and construction-related plays. there you have to be thinking things like heating, vent lakes, air-conditioning. those are very big businesses, a lot of different companies involved. we also added a tremendous surge in aircraft orders, subrosy. have you seen boeing? have you seen that stock? excellent swan song, ford finally breaking through to 17. these are all the reasons they have climbed to new levels these last few weeks. it's just not heralding 95. i'm supposed to ask what keeps me up at night? well i don't know, not stock prices. i think we are in a good period. i think it's good like union

pacific told us. as often is the case to get to the next level to get to better not just good, we need help. we need more help than we can get from u.s. and what mario draggy and the central bankers in europe. we need help in china t. averages aren't going to be able to tack on a 15 to 10 10% gain, believe me, we know from the lack of strength of mineral prices, despite this advance the people's republic is slowing. in other words, the u.s. has taken many stocks about as far as they are going to go. asia and europe have to help out now if we want the averages to post-double digit gains for when the itself 14. after these last few weeks, i no longer believe, i don't think that's wishful thinking area. i don't think that's being a polyanna, remember, the breath has been great the texts are getting finally their footing in the next few weeks. i think next week you will hear people saying the s&p could

rally up 10% for 2014. to get that the rest of the world will be integral to making that happen, which is why you need to pay attention to chinese inflation data. the rest of the week plys another flood of retail numbers, these could be tricky or worrisome. ultrasalon reports tuesday. this one time momentum stock has gotten real stuck in the mud. you know what, with momentum stocks, that itself not a good sign, just because the action in the stock in the last quarter, which i wasn't crazy about. we hear from united natural goods, another company like my two faced white wave which seem to be benefiting from the ambitious natural food chain wars. by the way, you notice whole foods appears to have stopped its decline up 30%. i know this busy has become tough, costco, target, croaker the private trader joe's going after that whole foods customer. maybe enough is enough. and that stock's decline has been stemmed. i bet you will find out when we

listen to this conference call. you know why i like the high end retail place, nordstrom,tive fi, coor's, and we flew over a trick quarter yesterday. now we have a very special one reporting wednesday, restoration hardware. this is one of those stocks where i leak the product so much that i have been following the stock closely. that's the way peter lynch taught us at fidelity. it's something i try to deep you. the company has amazing show rooms. it's clearly for the wealthy and as separational. plus i have what may be a seven inch catalogue. my back is bad. i can't lift it. it's been on there days now. if frustration numbers are like the other high end retailers, that stock is headed higher. if ultrais, i don't know mou to begin to describe it. lululemon which reports thursday. i used to love this stock. check out the merchandise. of which i am agree ble buyer.

it may be more circumspect. lulu like whole foods is down 25% for the year, almost. at a certain point perhaps maybe after this quarter. i'm going to have to go positive on the stock that i really dislea dislike. if not, much below $6 billion where it is in market cap, lulu could become, yes, a takeover target. i never recommend a stock if the fuld also are declineing. if they stabilize, there are two ways to win. why? all those embarrassing recalls, the stink pants thing, this company still has tremendous adherence, earlier this week, we sat down, meaning i sat down with the ceo and cfo of skechers, the hottest shoe brand in the land. thank you for reposting our piece. it's on twitter. i have to tell you a huge emphasis for skechers, the first one they brought up.

i didn't prompt it. they asked about their successes, yoga. when you hear yoga, you think child posing me? you think lululemon . they didn't opine on the financial aspects of lulu. have the stocks spent enough time in the wilderness? i think we need to do a huge drill dawn u down after this quarter. finally on friday, we got a number of indicators that will indicate chatter. in the first, i'm concerned about consumer confidence. we got to figure out how the consumer is feeling. i think may turned out to be a punk month. a lot of the retail stocks are still going strong. that's their anomaly. has confidence improved? let's find out. we better hope so. then we have the may producer index. if my mexican restaurant, which you may see on cnbc.com now is any judge, then i got to tell you something, this is going to be the first bad ppi number, plain bad we had in ages. for months, inflation has been checked. so we don't have to hear about

how we are ignoring stagflation. i need you to be prepped right now to hear that harsh jeremiah after friday's producer price number. when we present it as one more reason why you should be circumspect and one reason why you have to sell the whole market. still, though, i care tremendously about inflation when it actually exists because it's the one legitimate counter availing force that could stable the bum. stay tuned, ppi now matters. let me give you the bottom line here. we doed into to zee see strength away from this country and the data has become mixed. however, if inflations is tame, if the consumer is more sanquin. we are free to go higher, higher still and start believeing that the averages could finish the year with double digit gains. why don't we start with john in indiana? john! >> caller: boo-yah, kramer,

thank you for taking my call. anadarko pe troll i don't mean. >> anadarko this is in my charitable trust. there was a setback in litigation. the stock didn't get hit. anadarko i believe this time next year will not be independent. that's what i believe. i think it's too good and it's got to get higher than 102. this stock is too cheap. i cannot emphasize to you how much i like anadarko. patrick. caller mr. kramer. if amc entertainment ipo you said under 22 buy it, which i did, but there seems to be some concern out there what the outsiders will do on the sex-month anniversary appears to rehab weakness. >> that is a very interesting point. i think they're going to hold, because the fundamental apples are good. you know what, when we see these

lockups you got to be careful. twitter remember got just crushed. i think we'll be 99 in amc. you will not tell people to buy it until after we get those lockups stocks hitting the market. then we'll make the call. all right. what does the market need to do to keep taking out highs? how about shows of international level of expansion? and we need to see the consumer to be on track. consumers more sanguin. i have a new way to play the surge of american energy that can offer you nice cash and a nice view. after automatic takeover talk, i'm weighing in on the heavy wrath you haven't toouk talk about. my take on -- i don't want to tell you. it's ahead. plus, a munn bunch of smart money is taking super stupid maneuvers. i'll show you how to avoid them.

stick with kramer.

in a market where the utilities have been on fire, largely because the decline in interest rates has made income-seeking investors flock to dividend stocks with high yields. there is one utility name that stands out above all the rest. i'm talk object about inter gy, etr. it's a distribution, 2 million customers in mississippi, louisiana and texas. in the north, energy is a pure power generation business. six nuclear plants that sell electricity. min mainly on the distribution side. ba sets energy apart? simple. the stock has soared 24% year-to-date. that's an incredible move for a utility. even if pure energy is a nice

size 4.2% yield. some is from the fixed yield i mentioned. a lot is due to the power prices in the northeast. plus just yesterday, energy had a terrific bullish analyst day where they talked about expansion opportunities and how their numbers are pretty much way above the forecast. so let's take a closer look with the chairman and ceo of entergy. welcome to "mad money." have a seat, sir. thank you. all right. i was talking to david faber yesterday on "squawk in the street." i know they have an analyst meeting, it is a utility. he said to me, is this not incredible? how can a utility, honestly, but are people just not wise to this story and you came up and re-educated people to energy? >> well the story has been around for a while. everybody, you called it, particularly the growth aspect of it. in the growth of the gulf south. the manufacturing activity down there, the industrial renaissance that's occurring,

the tens of thousands of jobs that are showing up down there. they're all based on this commodity yilt price differential between oil and natural gas. that's why they're showing up there because of shale and natural gas. >> you had the plant we did our show from. >> that's customer of ours. those customers, they use tremendous amounts of natural gas. they use tremendous amounts of electricity, in an era where the rest of the united states economic growth isn't so great, utility growth is flat to declining in most areas of the country wet actually have the ability to grow our load substantially, top line growth at the utility because of this industrial ren as soon as, as long as that commodity price differential continues, we see it quite some time because of the shale revolution in the united states, we continue to see a lot of that industrial expansion. >> all these new refineries that are opened, they need electricity, sharice suki is doing the incredible shanear,

these plants need giant amounts of energy, right? >> absolutely. absolutely. some of those, they're tremendous large users of electricity and our rates are so low. the rates overall across the whole system are 20% below the natural average. in louisiana and texas where most of this is showing up, our rates are over 30% below the natural average in terms of industrial rates. >> we don't have to worry about the epa came out on monday, it seems like your fleet, in particular, is not going to get tainted. >> it's difficult to say. a complex rule, a lot of things are going on. we got it fixed out. and the states will have some flexibility. we hope. but there is a long way to go before we see where that is going to be. we have a significant nuclear fleet and natural gas, very little coal in the entergy pleet. fleet. we have taken actions to reduce c 02 emissions since the year 2000. we are in good shape compared to the rest of the u.s. fleet. >> when i went to the

presentation, i didn't know indian point there are people that want it shut down because it's keep good power. it seemed like the buyers actually worry after i read the presentation. i didn't know there were that many forces out there trying to get it closed. >> the popular opinion is more in favor than against there. is some against as in an nuclear plan. indian point has detractors. from a public policy point, anything you want to design low price, stable price, these plants turn on, or are on all the time t. marginal cost to run a nuclear plant is virtually nothing. it provides reliability to things through superstorm sandy, through the polar advisor texass vortexes. no co 234igss, great jobs, great tax base. these are the models of kind of plants you would like to have in a market. in fact, few were to take indian point out of the market, new

york would have a lot of trouble, meeting their own greenhouse gas emission goals. >> mary thompson was in south carolina, a nuclear power plant is being built there. down there will be a renaissance against? since nuke fuk /* -- since if canaschima. >> the first of a kind is difficult and it becomes a little more acceptable. but because of their size and their cost, it's very difficult to justify. >> one of the things you said in your presentation, not only analysts agree, you are making a strong case natural gas prices are going higher. >> yes. >> that's just because you also have, it's like you guys are almost an engineering economics lab.

this is the most sophisticated analysis. you understand it's commodity markets? >> yeah, we are bullish on natural gas, but we are not significantly bull ir. we have a moderately bullish point of view in natural gas. we are seeing a lot of demand for natural gas along the gulf coast. we see some of the things in terms of exports, of natural gas to mexico, declining imports of natural gas from canada and all of that leads us to be mildly bullish. where we are really more bullish is in the power markets, they're highly correlated but long-term power trades much less liquid than failure gas. >> that's surprising. one of the things you raise the price, the grid for natural gas is very inefficient. >> yes. you make the case it's not going to get more efficient very quickly. >> in the northeast. >> in the northeast. >> in the south, where we have the utility, we built pipe lines around generating xafrt. in the northeast, it wasn't traditionally the fuel of choice.

>> right. >> for the power markets. so you've got a lot of pipeline capacity to meet the ldc load, the heating load, not to meet the generation load. so there is a significant imbalance that has occurred and that's what happened in the northeast, for example, in the last winter with the polar vortex, that volatility, lack of infrastructure, not enough generation in the market to kawas the prices to spike. >> this is energy's time. everything i i liked it. my daughter lives in new orleans. i saw all the construction. then i said this is the only real great area in our country. absolutely trick job t. chairman and ceo of energy corporation. this was not done. it is actually a utility with steady growth. there are not many of those. stay with kramer. >> coming up, liquid gold, from v vel velveeta, cramer is taking a bite to see if it can keep

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companies that could be both, which creates some unique opportunities, one of which i'll get into in a moment. now i keep mentions hill shire brands, that's because it's the perfect example of what's going on in this market. a stock trading at $37 gets not one but two takeover bids, totally legitimate outfits, thanks to this bidding war, this one sleepy stock is trading at nearly $59, up 60% in a matter of days. what the tells me is there is an incredible urge to merge in the food space, especially since these companies don't have that much in the way of organic growth. they need to buy growth through acquisitions. but i have been through all this before. tonight, tow, i want to tell you about a company uniquely positioned to benefit from this new environment of heightened mna activity and believe me, it's the last company you'd ever imagine. i'm talking about -- kraft foods

group. krft. now, nobody in their right mind would think of kraft as a takeover target. so why the heck am i recommending it as a way to play the consolidation within the supermarket aisles? and i am recommending it. it's simple. because i know what these guys could be up to. i know the way they think. kraft is a serial spin-off artist. they love selling brands. they love unlocking value. they love returning the capital to you. just look at this company's history. in 2007, kraft was spun out of philip morris. remember the tobacco company, becoming an independently traded company. later that year, just that year, kraft sold it's cereal business. 2010, it sold its north american pizza business to nestles for an astounding $3 u.-billion. if 2011, it spun off its north

american grocery business, kravlt, while it was renamed mongolese. the point is we are at a moment when the package food space is willing to pay through the nose to buy up more brands, kraft has shown it is more than willing to show those brands in order to unlock value for you. these days, has 30 brands spanning out of marsh ma'am lows, pickles, potato chips, hot dogs, not to mention cheese wis. i loo toke go to gino's, gel-o, oscar mayer. we can sing the song for me and many more. while kraft has done okay, up 11% year-to-date. as the slow growth cats and dogs company that has a 13.5%-year-old. i think it does what it does best, spinning off brands and selling them to other companies. kraft currently as an enterprise

value of $44 billion t. market cap and the debt on the balance sheet minus the cash. with the white i right spinouts, pretty much amounting to a full end breakup. i think kraft can get that number up to $70 billion. so how can kraft get there? we put pen to paper using pretty much the exact same enterprise multiple values that tyson are off for hillshire brands. here's what we came up. i want for the say i think these two companies are wildly over paying, i know we love hillshire. maybe i'm no conservative and this is the new normal for acquisition prices. let's start with kraft's salad dressing business. i know this is so good for you. looking at that, okay. maybe it's not that good. anyway, they've got the widest variety of flavors. they got huge shelf space, right? i could easily see cereal h

serial acquire pinnacle foods. they brought the fish bone line. i think pinnacle will be around for the make acquisitions, remember, heilshire was going for pin cam. that said, you know who else might want this? col clorox. so safe dressing i'm putting up a $1.95 billion valuation. takeover scenario. then there is coffee. now, kraft's got a decent business the maxwell house. i have maxwell house, gevalia. they have their own single serve home brewing product. passimo. i don't know, it doesn't tell. who makes a good suit suit er? smucker's, of course. they paid $3.3 billion in 2008. they want the shelf space. last month, mongolese a part of

the old kraft said it's merging with de master blenders creating a $7 billion goliath. i think it's their only real way to do so effectively. why is why i think they're ready to pay, are you ready, ski daddy, 6 billion. kraft another lawson brand has been around for years. they have to do something, it would be interested in why it's a compliment to their vlasic pickle business, another serial acquirer with p & g pickments might want to put up a fight. this $1.95 billion. i started the segment talking about hot dogs. now i'm coming back to it. whoever loses the battle for hillhire jimmy dean ballpark franks will be chopping at the bit. guess who has them? kraft with its i conic oscar

mayer brand hot dogs, lunch meets, remember i said bob evans, this is the real ski daddy. that's why i think whether its will tyson, it will be the winner and oscar mayer is the king. zbimp much of the premium these guys are willing to pay for hillshire, get the i think they would pay up to $21 billion dollars. that's what i think hillhire is worth. if they bundle capri sun, gel-o, they are the brands mom anded to us a aed to boy. they can put it in a picnic company worth $10.5 billion and sell it to dr. pepper snap him it has that organic natural overtone to it. it's the number three beverage

business in america. they were always looking for shelf space. why not? people still, you know, hey, look, i used to run a lemonade stands with this. now i just sell mescal and tequila. what about remainders? kraft will still have the dairy business, i'll get to in minute. stove top stuffing mission. you can't have thanksgiving without there. they're all worth something. i can see many players willing to pay $3ple to planters and stove top for side exposure. how about mayo and jet if you have parsh mallows? you know that miz clan they paid to buy ragu and betteroli sauce in they are december separate for aisle space. they're the kid at your high school prom looking for a date, looking for leftover space on

the dance floor. consider whack it spade for rag? u, i bet it would sell to a-1, kav kraft mayo, could complement them. why the he cannot? what's left? having sold off all these extraneous businesses, kraft will be a lean, mean, dairy machine. the dominant dairy company with athenos yogurt. come on, you probably haven't had that yet. feta. it's good. all sorts of great cream keyess, philly, velveeta, proven to survive thermonuclear war and kraft singles. i am not kidding you, i actually added these up using the same. all we did is look at what pilgrim's pride is playing and tyson, $25 million for a dairy company. add it up. you get a valuation, i did this

like ten times, i couldn't believe it. i got $70 b. i got $96 per share. that's an enormous amount of value. i would not put it past them. oh, i forgot, cracker barrel, nesh fresh as the day it was canned. here's the bottom lean. at a time when major food pliers are fighting over second rate brands, i think kraft is sitting on a mound of really good for you hidden value that could easily be unlocked by spinning off everything but the company's dairy business. do it right the sum of kraft's parts could be worth 60% more than the whole company's current value. i got to speak to john in north carolina. john! >> caller: jim, a warm boo-yah from north carolina. >> i love it. could use him sol. water up? caller i have a market position if kimberly-clark. with the upcoming health care spin-off, my question is whether it's better to hold shares in both companies for perhaps maybe

the value is already in the stock price, maybe representing an opportunity to ring the cash register. >> i don't want you to ring the register. i remember when kimberly put together that health unit to begin with. i think it's a good unit. he's a big buyer of stock. they raised the dividend. i think we will own them both, get the full valuation out of it. we will take a look at it six months from now, that's my plan. kraft, it's time to get crafty t. company is sitting on a mountain of value. this is one of the cases where the sum of the parts could be worth more, 60% more than the whole. don't wait, there is more mad money ahead. you know that so-called smart money you hear about? they made an idiotic mistake. i will show you how to steer clear of the stupidity. stay with, mm-mm, kramer.

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let's be honest. i won't have a diversified weekend. going straight home after the show, queing up "org in the new black." probably won't move until sunday afternoon. what will have with alex and viper? it doesn't mean your portfolio shouldn't be diversified.

let's start with a tweet from solomon swartz who writes the following, am i diversified? my top holdings are apple, american water works, starbucks and hess and great, great. . i got to tell you. you have apple, the big split coming up don't get too excited. you have an interesting rail, an oil company that has split up because of an activist. maybe family dollar, starbucks, you see that creeping up to 75. you can't keep howard zhults down, tech, water, you stilt, restaurant and food and that is perfect. >> hallelujah. >> that was one great tweet. how about william in michigan? william. >> caller: yes, mr. kramer. i just want to say, i enjoy your slow. i enjoyed your book, too. >> thank you. >> and my five picks are disney, general electric, southwest

airlines, new mining and united tech following core. >> wow. this is another dynamite portfolio, except for new mean. it's gold. i like gld. i would put that instead. united industrial with more of an aerospace, southwest, disney entertainment. i think that's going to 90 bob eiger, diversified industrial with aerospace, that's okay, they're not overlap. ly bless that portfolio. >> hallelujah. >> say, kimberly if connecticut. kimberly. >> caller: hi there, boo-yah. >> boo-yah. i used to hang out there. i had a summer house. nice. >> caller: awesome. my five stocks are american airlines, apple, clorox, altria and philip morris. >> all right. we got a little work here to do. first of all, i got to tell you,

american airlines up again today. i've tried to get everyone involved in this stock. i don't think i can hit this harder than i have. it's still going higher. you have an airline, apple technology, a splirkts consumer product in clorox. unfortunately, this was a breakup of each other. you can't have both, i'm telling you to keep altria, i'm worried about taxes oversea, bristol-myers. right? bristol-myers. stay with kramer.

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. it is time, it's time for the lightning round. i tell you what to do with the stock. when you hear this sound, then the lightning round is over. are you ready, ski daddy? it's time for the lightning round. first i will start with miles in new jersey. miles! >> caller: hi, jim, boo-yah. >> boo-yah, miles. >> caller: do you still like cisco foods? >> oh, man, you got to stick with. that i love that combination. i this i they can raise price.

i into ed to go to sydney in virginia. >> caller: good afternoon, mr. kramer, boo-yah. >> boo-yah caller i'm calling you about cliff energy. >> they're being challenged. but the core business is bad. i don't want to own cliffs natural. let's go to alan. >> caller: boo-yah, jimmy. this week new york joined georgia to partner with gw on clinical trials. how high can it go? >> $100. i think this stock may be it's up from -- look this is the regalanos cannabis, cannabisoid, a u.k.-based company t.fda approved it for compassion fatules for epilepsy. there are so many use the only sanctioned no class felony play for marijuana. it's totally speculative. i like it. how about rick in. ka. rick. >> caller: hey, jim. >> rick. >> caller: i'm for amazon, they

won't tell me anything. >> onlyson is okay. it's lost the colt status. it's up about 30 points the market is saying you got to make some point. why do i say that? people will sell that and buy alibaba. they're making get e better growth. rob. >> caller: hey, jim, rob from miami. as a broker, i rely on you to keep me in the game. >> thank you. >> caller: here's my question in two parts. banc of america, regarding the $4 billion warren buffet snowboard fated by very chew of making his preferred investment non-clum cumulative, would that be the pain reason for the data to the fed? >> no, it was a totally separate piece of paper dating back five years. i like the fact there may be a $12 billion deal. i, myself, thinking it was going to be an $18 billion deal. it is a total show-me stock because, pan, they have not done

well of late. let's take one more. let's go to matty, matty in new york. >> caller: boo-yah, jim. i'm a teen ager and my dad is a retired teacher, love your show. >> thank you. >> caller: we want to say you are the stock financial teacher of the decade. ours is talisman energy. >> i like talisman. it's good. by the way, i did want to say one other thing, these dollar stores, they can be chased and that, ladies and gentlemen, is the conclusion of the lightning round! 12k3w4r the lightning round is sponsored by t.d. ameritrade. >> jim, how does your keemwa

grow? >> maybe because i have it between the tobasco. >> go to jim cramer@@twitter. i got everything there, including the darn critters that chewed through the plastic fence. i got barbed wire, they are never getting near my stuff. you got me near a garden tan gent. i like dun kin for a long time. it fuels my behavior. on all the coffee i want. i want it hot. oh, for the record, i used to love the bear cost. but that was 28 pounds. first question on everyone's minds, i think, frankly, i can't ask you as well. i think this expresses it best ♪ i want you ♪ why can't i have you on the west coast, baby. >> that's not you sing something. >> hello, jim, boo-yah from sacramento. >>en ma, i love the sacto, three

rivers, i was single then. >> jim, my 21st birthday today. >> well, happy birthday, my friend. >> thank you very much. >> it's also our executive producer. it's important to point out right now right here it's her mother's birthday. i cannot believe i didn't flag that earlier. >> i got involved with, i do my homework, i checked out best buy. >> my best buy, i don't know about your best buys, i like them. i bought a go pro, i was facing the wrong way when i was using it. i'm like way too old. >> it told him what was happening on the trading floor 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. ♪ so the magic shell went back to being a...shell.

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34e6r7b89s mo, to short sellers. how about some ork felt, for heaven's sake? how the heck could more than 20% be short? do you think we have it all red in the negative coal articles? do you think that would somehow be a beg secret? are you surprised the longs would overlook? did you believe that after natural gas shot up five bucks utilities within use more coal? did you forget they can use it for tar sands and canada the abuzz with tar sands work? did you just not see that 16 out of 23 analysts already have holds or sells of joy for precisely the same reasons are you shorting it. so they're not going to

downgrade it on a bad football? did you ever worry someone would break ranks, banc of america didn't go to buy? could you be that devoid of imagination? no matter it rallied. the shorts got buried by this electric shovel company. i.out this mistake of short, it's emblemmatic that these hedge funds bet against. i call these thesis shorts, tennis stories, all the rage not that long ago or housing-related businesses, whirlpool, kimberly-clark, i always hear overvaluation calls on, these are all too plain obvious, people sure housing is up and down. it's probably positive. clorox, kimberly-clark, there aren't enough high dividend players around. why would you bet against them? they're two of the good stories around. too far and too far between.

these shorts just don't work other than for maybe a couple points max or how about the shorts in the disc drive companies, when there is no new capacity in the books. they're ridiculous short if caterpillar, right after united reynolds tells you the earth moving business is growing here the united states, which is a very big market. just because the media calls these short sellers brilliant doesn't make them brilliant. in fact, when it comes to those who have been blasting these stocks, i feel they have been downright stupid and now all you short sellers have to look out for the more established softwares and service plays and legitimate biotechs. these stocks got gang tackled after they broke in in the bears and head and shoulders patterns everywhere. now, the high percentage of shorts of the shares sold short coupled with the end of the massive pencer selling at least for the moment has mize the zillow the work date the concur,

the cornerstones really difficult shorts, not to mention the biogens, cellgenes, gileads. they are valuation shorts, shorts of the worst kind. so what should short sellers will looking for? simple. they are in secular accounts. competitive situations for price cuttings endemic make it too hard to meet estimates or stocks flying high not low even as tear businesses aren't all that well run think the bad retailers. above, a good short involves originality and injen newty, anything less than that, you might as well have a joy global in your hands, believe me, there was no joy in short fill today.

june 6th 1944, it's been 70 years dinse i since the d-day invasion. i want to take a second. if you want to know more, i suggest you go to the world war ii museum in new orleans. it is eye opening. it has more about d-day than i

have ever seen. i would like to say, there is always a bull market somewhere. i promise to find it just for you right here on "mad money." i'm jim dramer and i will see you monday! hi, everyone, welcome to on the money. the market hits new highs, but there's something off with this picture. the rally investors love to hate. an american success story. the man behind the only automaker that didn't need help behind the crisis. do women know more when it comes to investing? and if you left a 401(k) behind at a job, what should you do? does it pay to move it or is it better to leave it behind? on the money starts right now.