a chance going back to the highs, i like december falls. >> looks like our time has expired. thanks for watching. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make you a little money. my job is not just to entertain you, but to educate and teach you. so call me, or tweet me. be civil. @jimcramer. will the benign bull market continue next week? bull market is basically on an

even keel with the dow dipping 18 points today. s&p edging up 9.2%. nasdaq advancing 1.8%. will it stay this way? i think it could depend on what happens this weekend when the g20 meets in brisbane. this conference represents the first time that the true antagonist the ukraine-russia conflict sit down. and perhaps some sort of path to peace can go down. let's put it another way, though. if you go through my ten-point checklist, the cessation of hostilities in ukraine was on the list. we get any resolution at all from this australian confab and it will set the stage for still one more run to new highs next week. without it, though, we could come in on monday morning with the s&p futures turning down. consider this g20 meeting as less of a photo on and more of a

substance session. in other words, sorry, we have to care about it. you can't leave the meeting to sad son. what's on tap after the g20 meeting? this is the week retailers report, so we have to be attuned to the oil markets, because the lower gasoline prices are driving the group higher. we're still seeing a ton of stories about whether the weakness in oil is caused by too much supply or not enough demand. it sure doesn't matter to our domestic retailers or the restaurants either. so let's keep that in mind when you hear the critics. but let's start our game plan with an important non-retail name that reports monday. the protein powerhouse, tyson foods. here's a company that ended up paying through the nose for wilshire brands and it looks like it's paying off. it's integral to my thinking about how all the big food

companies have to keep finding targets of opportunity to grow. keep in mind, that hain celestial could be the secret sauce that allows a host of packaged food companies to grow. listen up, guys, you've got to go buy one of those two. i think if tyson reports a good number, it will spur talk of more consolidation in this very beleaguered group. days like tuesday, they're why i love this business. they will start with home depot, reporting what i expect to be a fantastic number. the stock sure is anticipating it, but what you really want to learn is what's on the call. home depot's got a new ceo, and i bet he'll continue the excellent work that chairman frank blake did for so long. i want you to stay close to the details about how consumers might be ready to do more than just invest in their homes. i think this is going to begin the quarter of frivolity. that's right. where people begin to spend like the old days and use a bigger part of disposable income to

gussy up their home. we have to know what they say in order to learn what aisles those spare gasoline dollars are flowing into so we can buy the suppliers to home depot, the right ones. i know many of you own alibaba and good for you. you're going to want to hear what cramer faith vip shop has to say. this means stock goes higher. just kidding. recently split a 10/1 split. one of these amazing things, although people thought it had just been cut in half. this thing's been a horse. it is up 192% for the year. >> all aboard. >> if they say good things, then you know what? i think alibaba is going to mount another challenge. you don't know jack? then this is your chance, because jack in the box reports on tuesday. we like the hamburger chain, but we're much more interested in what's said about the turnaround happening at qudoba.

this quarter reverberates so loudly i think you can move the stock of a fictional company. finally we get results from a company under siege. it's petsmart time. jana, taking interest in walgreens and now mcdonald's, has been pushing for value to be brought out in this lagging retailer, which is flat for the year. but th you know the hedge fund is going to put in a lot of pressure. wednesday we learned about the plans of keurig green mountain. goldman sachs came out with a research note today talking about keurig cold, to make cold drinks. and we're anxiously awaiting more news about this disruptive device, as well as keurig's relationship with coca-cola, which has a big stake in the company's stock. i was going down nostalgia lane the other day as i researched this piece and stumbled across a presentation by hedge fund titan king genius billionaire of green

light capital ridiculing me for liking keurig. funny thing, with the move that keurig had, we now have an official double from when this brilliant powerful uber money manager trashed me for recommending the stock on the show. i'm still waiting for my apology. but i'm sure this mighty all-knowing king pen of finance will get around to it eventually. not. salesforce.com also reports wednesday. have you noticed this one is quietly moving up? i've been with the stock all along. i reiterate, that sales force is a terrific stock to own because it's at the heart of a mobile social cloud based revolution. i bet it will be good. but if it gets hit, you have an opportunity to buy the stock at a discount. there's always some clown that expects more than he can deliver. thursday we get results from a wild one. mobile eye, which has been one of my favorites, but ran up so much that i got cold feet about it, not unlike go-pro. i don't like to chase and people were chasing this auto navigation stock big-time. it's had a huge number of

contract wins, including tesla, so i bet it tells a very good story. we also hear from best buy. this stock's also down. this stock's down 11% for the year. while i don't want to own it, i do want to hear what's selling well. i actually want some intel, not the stock, on go-pro, which has been stalled after a triggered quarter because of that insider selling. if best buy says anything good about go-pro, and i think they will, then go-pro will blast. and you've got to be a buy, buy, buyer. finally we get results from foot locker. i also like nike and under armour. with this cold weather, the frigid polar vortex, i want to buy some more deckers. that's uggs. i want to own them and hopefully nike comes down. so let me give you the bottom line for next week. if we get some peace talks going with russia, get oil to stay

tame, but if ukraine is intractable, we're going to get a chance to buy stocks lower as that caldron, which has been off the front pages lately, will be right back on if the g20 turns rankero rancorous and russia stays bellicose. jamie in south carolina. jamie. >> caller: first time, long time. >> good to have you on the show. >> caller: this is colonel jamie houston from ft. jackson, home of steve spurrier led gamecocks. on behalf of the trainees who pass down, i'd like to invite you down for our annual military saves push in february. thanks for taking my call and thank you for highlighting the military for vets day. >> if we can go -- i'm looking at my executive producer right now. she's like, freddie cordova, can we go, freddie? because i think that would be the greatest offer. that would be the greatest, jamie. thank you for serving.

do we have an actual particular question? >> caller: i do. as part of my arctic blast investment strategy, i have a plan for cold weather stocks. that brings the utilities into play. i've seen the headlines. utilities are dragging down the market. but i wanted your take on why this would be the case as the cold weather approaches. i'm a big fan of emerson at 64 and con ed. which way do you see this arctic opportunity playing out? >> if you think that the arctic opportunity is going to cause any downed power lines, what you want to do is buy quantum, which is pwr for power. con ed will not be impacted. that's just a pass through. i think that the best way to play cold is the best way to play next week's earnings, which is probably in home depot. i do expect home depot to report a very good quarter. i think it's a very good opportunity because of the storms that are upcoming. can we go to joe in florida, please. joe? >> caller: jim, how are you? joe from florida. >> oh, man, i wish i were there. why am i stuck in jersey? what's up? >> caller: come on down.

my question is -- before i get to that i just want to thank you very much for your show. i've been a big fan from the beginning. my kids love it. my whole family loves it. you're so animated. you better not ever retire. >> you know, i intend to go as long as my father. my father's still working and he's 92. so like what's the problem? i'm ready to go down there and give him the business. but let me ask you. do you think that i am -- this is an existential crisis that i've been having lately. do you think that there's still people talking about individual stocks? are your kids talking about individual stocks or are they talking about etfs? >> they talk about individual stocks, because of you. and i don't know why anybody wouldn't watch this show. you are brilliant. >> thank you. so which stock are we talking about? thank you. i needed to hear that. cracker barrel? oh, cracker barrel. this is what matters about cracker barrel. this is the ultimate gasoline play! there are more people driving. we heard that from marathon pete. and when they drive, they stop at cracker barrel.

as i to, too. when i used to be a little heavier set and i had that cheesecake. i mean, the vanilla, you know, where they put the slice of cheese -- okay, anyway. if we get some peace talks with russia, just buying these companies that report good quarters. if we don't get that, you'll get a chance to buy lower. companies buying the smart phones and wearables that are on your holiday shopping list. i've got the scoop. plus, just when you thought it was safe to make the big call on oil, the market turns on you. the inside story on black gold is next. let's start with an authentic wall street battleground over a tiny $3 satellite stock that's caught my eye and it should catch yours, too. stay tuned to find out why. stick with cramer. >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question, tweet cramer. #madtweets. send jim an e-mail to

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let's talk about one of the biggest battlegrounds in this market. a $2 and change stock called global start, which provides a satellite-based phone and data services. a company we were asked about this week at our salute to the troops show. >> global stars show plummeted, with a statement that their spectrum is virtually worthless. however, last week in "the wall street journal," elon musk announced he may have plans to launch satellites himself. what is your take on the value of global star's spectrum and the spectrum business as a whole? >> first, boo-yah to west point cadet corey for the great question. i promised him answers. tonight i've got some. what made this name so intriguing to both bulls and bears? it started when global star started lobbying the fcc to change the rules in order to allow the company to use its satellite only spectrum. the fcc seemed amenable,

although the rule changes can take ages. it was smooth sailing, right up until this fall when a hedge fund with a history of aggressively shorting dubious companies announced it was shorting global star, explaining why they think the stock is going to zero. then he sent a letter to the fcc advocating that they reject global star's proposal and use the spectrum for terrestrial wi-fi. basically they assassinated the stock. global star's shares stumbling nearly 60% in the weeks following his presentation. since then, global star's management and the analysts have tried to rebut his claims that the company is essentially worthless and it's rebounded to the point where it's only down 25% since getting caught in his cross hairs. so tonight i want to dig deep. and explain both sides of the argument here. and then perhaps give you some idea about what you can do with it. first, though, it's important i do a mea culpa here.

i recommended global star in early july. it was at four bucks and change early july. it was at four bucks and change. i have to admit that this was a bad call, since the stock has been crushed. my thesis was pretty simple. companies have been paying through the nose for electromagnetic spectrum, and if the fcc gives globalstar permission to use their spectrum, that asset would suddenly become a heck of a lot more valuable. however, i also said this stock could be risky. and boy oh boy did it turn out to be true. globalstar has become a total battleground, with one hedge fund waging an all-out war to convince investors that its stock is going to zero. starting with those aggressive short sellers, why do they have such a low opinion of globalstar? for starters, globalstar has been billing its potential terrestrial service as a way of relieving wi-fi congestion. but it's claimed this whole wi-fi congestion story is bogus, which suggests there's no need to approve the request to rezone

the spectrum. between technological advance and existing spectrum, they've got more than enough capacity to satisfy demand. they've got some incredible evidence to become that up. beyond that, the proposed wi-fi service will never be commercially viable. they want to choose people for access, if they can get permission from the fcc, but kerrisdale says that won't work, calling it a nonsolution for a nonproblem. the biggest reason why, globalstar has been focused on the standard for wi-fi for a long time, but these days they're now using the five gigahertz wi-fi band. the great thing about this band is free, unlicensed wi-fi, which means you don't have to pay anyone for the spectrum you're using. i could go on and on engs planing all the negatives

kerrisdale presents. they say globalstar is deeply indebted and likely to violate its financial covenants as the company's satellite operations simply can't support the company's $631 million debt load, which doesn't even include in the money convertible bonds. if globalstar doesn't get fcc approval, then the equity could be worth nothing. so how does globalstar respond to these allegations? for starters, they claim that wi-fi congestion is very real. in fact, wi-fi is carrying a lot of load for mobile originated data and we actually do need more capacity, which happens to be where gsat was located. they only see the problem going worse going forward and that seemed like that was a compelling argument to me. globalstar says they're offering a premium service at lower cost. they insist there would be

demand for this and the service could be deployed quickly and efficiently. that intrigued me, too. when you look at the claims made by kerrisdale and the claims made by globalstar, it's pretty clear they're mutually exclusive. in other words, someone's wrong. my view, look, i'm not the guy to settle questions about wireless technology. when it comes to the purely financial side of the story, i am concerned about globalstar's balance sheet. what's the issue? it looks like the company's on track to miss those targets. and therefore be in violation of its covenants. they already missed their target for the first half of the year, and only an equity pure contribution allowed globalstar to avoid default. the problem will only get more worrisome over time as targets get harder to meet without a capital raise of some sort. so no matter what happens here, we're looking at a lot. the downside could be absolutely

enormous. there's a lot of risk. a lot of risk and a lot of ways the story can go wrong. i do think globalstar believes in their product. but this is clear lay very high risk situation. it deserves to be a battleground. it's a battleground. we like to stay away from battlegrounds. i say with this new negative evidence, forget globalstar. there are easier ways to make money. i wish i had never heard of it. bob in new jersey. bob? >> caller: a cold and frosty garden state boo-yah, jim. >> totally in agreement. what's going on? >> caller: qualcomm reported earnings earlier this week. they were okay, but they gave a weak forecast. and the stock was taken to the wood shed. you think it's worth a nibble here? >> my problem was the guidance was really created by the fact that both the chinese government and the u.s. government seemed to be bent on this company not making as much money as it is, so therefore the guidance could be realistic.

so i've got to say no to qualcomm. i think if you want to be in that business, you've got to own sky works solutions. much safer situation. there's no other way to put it. globalstar is a battleground stock. here on "mad money," we stay away from bottomle grouattlegro. much more "mad money" ahead. think you finally figured out how to play oil? you could be in for a crude awakening. i'll introduce you to a lamb that's roaring on wall street. don't miss my interview with the ceo. early christmas gift? or should you shop elsewhere? stay with cramer. so ally bank really has no hidden fees on savings accounts?

that's right. it's just that i'm worried about you know "hidden things..." ok, why's that? no hidden fees, from the bank where no branches equals great rates. ghave a nice flight!r bag right here. traveling can feel like one big mystery. you're never quite sure what is coming your way. but when you've got an entire company who knows that the most on-time flights are nothing if we can't get your things there too. it's no wonder more people choose delta than any other airline.

so i can reach ally bank 24/7, but there are24/7branches?

it's just i'm a little reluctant to try new things. what's wrong with trying new things? feel that in your muscles? yeah... i do... try a new way to bank, where no branches equals great rates. we talk a lot about how easy it's been for those who are 100% long or totally maxed out on owning stocks in the year 2014. those few have braved the endless negativity, whether it be about the crash that was supposed to happen after the fed walked away, or the ebola scare, or the worldwide slowdown. they have made out like bandits. particularly those who simply own shares in the s&p 500. >> that was easy. >> if you own just the most obvious, biggest capitalization stocks, then you've done phenomenally well. stocks like apple, microsoft, up

34% respectively this year, an astounding run. hedge funds, on the other hand, have performed rather poorly. >> boo! >> in general in 2014. a lot of that has to do with their need to stay short or bet against something, anything, to be able to profit from the inevitable declines that are supposed to occur in any given year. as a former hedge fund manager, i can attest to the need to make money on all down day. or days when the outages were off, i was constantly bombarded by partners asking how much money did i make? how much money did i make? even as i was also expected to make money on the up days. almost nobody is that nimble, and you can only hedge or overly hedge so much before you're simply not making money on either up or down days. when i shorted stocks, i tried to go after companies i thought were shady, or hype artists or had serious fundamental headwinds. i was always gung-ho about buying put options on groups that were rolling over, when i

thought that the estimates for the companies were too high. i never shorted on valuation, meaning i wouldn't go against the high fliers, unless i knew that the analyst community's estimates were simply too extreme and too enthusiastic and raised the bar to a level that was simply not sustainable. yesterday i would have come in heavily short the oil stocks, particularly the oil driller, because numbers are way too high if this decline in crude continues. but yesterday's session typified the difficulties of 2014 for all of the hedge funds that have had to maintain short positions to please those partners who want them making money on down days. this shorting of the oil complex made a ton of sense, right? i mean, oil started trading down pretty much from the get-go yesterday. the group's been in -- >> the house of pain -- >> all year. this has been going on for a long time now. you know that. it's accelerated in the last few months. but wow. the charts being down is an important consideration, because

so many long-only stockholders, they're closet charters. i was always what's known as a catalyst short seller. meaning that i needed an event that would crystallize the overvaluation before i put the short on. yesterday that catalyst was h.p. it's a an honest oil company that does drilling on our continent. yesterday they reported, and that quarter was tailor-made for the short sellers because the management team there never minces words. the ceo started things off perfectly, when he was asked about the cancellation now that oil is going down. he said there hadn't been any cancellations yet, he acknowledged that he was asked in the previous quarter when oil was hovering between $90 and $100, what type of pricing level would it have to get to in order

to see a change in behavior or less activity? and i'm quoting, 75 to 80 where it is today. it didn't matter that this terrific company reported amazing earnings. nor did it matter that there had been no change in biehavior as f yet. all anyone cared about was that 75 to 80 parameter, because at the moment he was speaking, oil had skrjust dropped to 74. worse, near the end of the call, after endless questions about what happens in this business, we get the coup de gras. at that point, the ceo -- you could tell he was frustrated by the statement, and it was more of a statement than it was a question. he said that his company had raised the dividend every year for 40 years, and the board wouldn't have done so this time around if it were really worried about some sort of cataclysmic boom and bust.

but th then it accelerated and crashed all the way down to 77 bucks. this is one day's trading. and that was yesterday's lows. that decline caused a wave of selling in all of the companies that have anything to do with contract drilling or oil services, and that plus the continual selling in the oil pits made for some super aggressive shorting by the hedge funds. the oil service etf was being pounded. they were down there giving it the business! and the longs were being totally routed. it was a heaven sent day for the hedge funds that were short the oil complex. at least until 3:33 p.m. and that's when dow jones broke the story that haliburton is in talks to buy chief rival baker hughes, but at a substantial premium to the $48 price to where it was trading at that moment. down three bucks from the opening because of all the things i've been mentioning. suddenly baker hughes started climbing. next thing you know, the group is turning around. helmeric & payne, which had been at $77, beelines to 81. the oih is sourcing 42.

there's chaos everywhere. and all at once, you can hear the collective thoughts echoing everywhere. this group is so far down, the manager is beginning to come in fast and furious. we went from thinking that these drillers were the shorts of a lifetime. to 333, when everyone wanted to cover these lifetime shorts. people were beginning to think of other mergers that would make sense. will stout oil buy struggling young bachen independence? by the end of the day, the fear was palpable for the shorts. it went on right into the clause. i have no idea if this merger can pass mustard with the justice department. it seems ridiculously positive given that our competitors are pretty much every line of work, except those that haliburton's trying to break into. oil companies pit these two against each other all the time. and they're often mentioned, vicious antagonists who compete

on price, and innovation to take clients from each other. the overlap is, in fact, outrageous. but this justice department hasn't had many objections to consolidation, so who can blame two competitors who might want to hook up? especially when they have to spend so much on technology to leapfrog each other. when you consider that the justice department plus the airline mergers or the acquisitions by enterprise product partners, which now controls more than half of the natural gas liquids pipelines in this country dominates the processing and exporting of this stuff, maybe this administration just doesn't care about what the oil and oil-related companies do. or perhaps they look the other way. or maybe they just don't understand it. or they don't care that the customer, in this case, the oil companies get gaffed by the end of competition among suppliers. unsympathetic figures, these oil companies. but the most important consideration for stocks is simple. even the best of short ideas can kill you in this market if you overstay your welcome. and as of yesterday, that might

be exactly what happened in the oil patch. here's the bottom line. in 2014, everything that can go wrong for shorts does go wrong. and yesterday, at 3:33, just one more day where we saw that this market is advanced not just on the dollars of the long only investors, but on the backs of the short sellers, too. kevin in california. kevin? >> caller: hey, jim, big boo-yah from the tiny town in california. >> i've been there. >> caller: magnum hunter. i've ridden it down, and with them getting out of oil, i was wondering if now is a good entry point back into it. >> the problem is that everybody should se is just sell everything. the s&p downgraded magnum hunter. and people aren't distinguishing. and you're absolutely right. magnum hunter is in natural gas and natural gas has been really strong versus oil. but in the end, they lump them

all together. is it a buy? i've got some of the highest company oil companies going down. how can i tell you to go buy g magnum hunter? so i say make it easy on yourself. buy one of those. i come out of here every night to explain why you should stick with the market. yesterday, what we saw with the oils was just one more example of why this market is not in favor of the shorts, but for the home gamers like you. there's much more "mad money" ahead, including a chip maker -- a company that makes the equipment that has surged nearly 50%. so can lam research power even higher? i'm going to talk to the ceo. then low gas prices and holiday shopping season, putting some of the biggest names in renar retail. plus don't sweat the thunder snow. a storm of stock calls is just around the corner with the lightning round. stick with cramer.

some stocks are so strong, you have to marvel at the way they've been running. that's how i feel about lam research. the semiconductor capital equipment maker that's given us a terrific 37% gain since i last spoke to the ceo past april. historically, this business has

been extremely cyclical. boom, bust. but at the moment, chip makers transitioned. they need to upgrade to the next generation of machinery constantly, and that's where lam comes in. it's moved beyond its core plasma etching business, into thin film deposition platforms, photo resist strip systems, and wet/plasma cleaning products. lam reported near the end of october and it was a thing of beauty. i was astounded. company reported 2% earnings. inline revenues rose 13.5% year over year. management made some very constructive comments about 2013. so can it keep roaring? let's check in with martin anstice, the president and ceo of lam research. mr. anstice, welcome back to "mad money." >> thank you, jim. nice to be here. >> thank you. i've got to tell you, you did something that no one else has done. you actually say that you've got

good visibility right through the calendar year 2017? how is that possible? >> we have a perspective in terms of technology transitions from the industry. of course, very hard to predict the global economy and what that means in terms of consumer products, demand. but what is very tangible for us to identify is the technology inflections of the industry, which is the core of how the industry supports devices. >> but who's smart enough to know how to make those small factors now for 2017? i mean, who knows that much? >> well, you know, i don't know that we're that different to anybody else in the industry. i think the development cycles that are necessary for us to deliver equipment require two, three, four, sometimes five-year cycles of investment in high volume manufacturing. we don't have the crystal ball, but we have an ability to dialogue with customers in fundamental research and concept and feasibility evaluations, and help work through incredibly

complex transitions for them in the long term. >> if they didn't spend, what would happen? >> if they didn't spend, ultimately, there are supply problems on integrated surface. the balance is very tight, so any signal of demand today is a signal of capital invest. . a lot of discipline. >> i've been through -- i remember in the '90s when everyone told me there would be a shortage forever and someone picked up the phone and called your predecessor and they started making more. if you're in micron, everything is really tight. why? they've never been disciplined for years. one of them always blinks. >> and maybe that happens, maybe it doesn't happen. my thesis is one of the by-products of consolidation in the semiconductor industry and also in our equipment industry is there are cycles of discipline, there are cycle time capabilities, so they'll allow decisions to add capacity much more timely than ever before. so the need to anticipate is

less. i think there is much less cyclicality and much more discipline. >> this is something no one expected. i didn't trust the cycle. but it wasn't a cycle. it was secular growth. >> yes. >> that's the way to look at it, right? >> i think that's the way to look at it. the traditional cycle defined by an imbalance of supply and demand i think is in our past. >> that's amazing. i can't believe that's happened in my lifetime. i always thought it would be boom or bust. one thing that did disturb me, but maybe i'm incorrect, is that the top three customers represent for us maybe 2/3 of our systems. typically in a lot of industries, i'd be afraid that you would have three customers that were so dominant. why is that okay in lam's case? >> it's the reality of our industry. i think 65% of semiconductor equipment purchases are made by the top three semiconductor companies in the world. which doesn't mean that's the only focus. because there are still very important customers beyond that top three.

and there's an install base annuity that's a very important part of the economics of the company. so our focus is way beyond all three. but the technology leadership that comes from the three to five. customer trust is our first and most important vision. >> if that's the case, then would people trust applied materials with that merger? i have to believe that merger is upsetting people. >> that's a conversation you should have with them. >> you're the foil for me to say that. >> you know, generally speaking, we are an advocate for consolidation in the industry. we think it is a way of delivering value. but our perspective on this deal, it is too big for the industry. it does have a consequence in terms of competition levels in the industry and ultimately competition levels are a necessity for innovation. and so our perspective is a little big. and we'll see how the regulator review process plays out. but independent of that, the strategy of our company is very clear. we have a focus on deposition, execution is everything. we have put together two years worth of outperformance in those

products. >> right. amazing. >> and the technology inflections of the industry allow us to position, and we think that continues. >> you're just a great growth company. i see no cyclicality. >> exciting time for us. >> very exciting time. that's martin anstice, the president and ceo of lam research. this used to be boom/bust. now it's just secular growth, not cyclical. that's why it's working so well. "mad money" is back after the break. so ally bank really has no hidden fees on savings accounts? that's right. it's just that i'm worried about you know "hidden things..." ok, why's that? no hidden fees, from the bank where no branches equals great rates. ♪ there's confidence...

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so i can reach ally bank 24/7, but there are24/7branches? it's just i'm a little reluctant to try new things. what's wrong with trying new things? feel that in your muscles? yeah... i do...

try a new way to bank, where no branches equals great rates. it is time! it's time for the lightning round! are you ready? time for the lightning round. i want to start with -- wow. let's start with todd in arizona. todd. >> caller: jimmy, it's cardinal cold out here, 65 degrees out here. brr. >> oh, you moon devil. what do you got? >> caller: we're out here in phoenix, home of donovan mcnabb. i guess they might get off the couch and go to work for us out here, you never know. >> the home of the super bowl winning philadelphia eagles, too.

what's up? >> caller: my mom, they used to follow alcoa. we miss them. is it finally time? >> it is spin aa time. i want to buy, because the price is going higher. one down, three up. let's go to joe in california. joe! >> caller: hi, jim. warm and sunny california boo-yah to you. >> freezing cold nasty jersey boo-yah. what's up? >> caller: i'm interested in prospect capital. >> it's one of those mezzanine finance companies. those companies are out of favor and i'm not going to try to bring them back in favor. angelo in new mexico. angelo? >> caller: jim, it's angelo in santa fe. >> oh, man i love the land of enchantment. how can i help? >> caller: in light of the supreme court review and the republicans continuing to tack on hca, what do you see?

>> i thought the supreme court review -- it made me feel like i too had to become away from hca. i think you've got to wait now. honestly, it's had an amazing run. and now you add this new wrinkle that i think makes it too hard to own. let's go to perry in new york. >> caller: boo-yah, jim. first i want to thank you and your fantastic team for all the expert advice and research that you've done. my stock is yelp. >> okay, yelp, you have to understand. yelp is a long-term situation. it is a very risky stock. you have to keep adding listings. but you know what, i feel the same way about yelp, i was willing to hold it and hope that things get better, meaning that someone takes an interest in it. i think yelp is the online yellow pages for the future, but it's beginning to be very rocky. the last quarter was frankly nothing to write home about. let's go to audrey in florida. audrey. >> caller: hi. >> audrey, how are you? >> caller: okay, how are you? mr. personality is your new name.

>> thank you. >> caller: so, just calling to find out a little bit about swi solar winds incorporated. >> it's very hot management software. i think the stock's moved up too much and i'm not going to touch it. let's go to nathan in arizona. nathan? >> caller: a big boo-yah to you from gilbert, arizona. >> thank you. >> caller: thanks for taking all my call. just picked up a whole bunch of cramer literature. excited to read it this weekend. my stock is groupon. >> i'm a little biased with groupon because we had a major crash at my restaurant that i owned with the software. and it's very disturbing to me. it happened last night. and it worries me. the quarter is supposed to be good, but i've got to tell you, i have to spend some more time looking into it. because the crash is such that i don't really understand it, frankly, but it was not just my restaurant. and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by td ameritrade.

professor cramer, a new jersey badda boo-yah to you. >> the greatest state in the union. >> i'm originally from new jersey, having recently retired and moved to boca raton, florida. >> you sure got the edge on me. i'm still here. what's up? >> caller: i got away from the rain and cold and the snow. >> pit bull. ke$ha. international recording stars. the smash hit "timber." now jim cramer adds his mastery. by whistling? ♪

[ applause ] >> hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make you a little money, especially for the brave men and women who sacrificed so much to sacrifice for this nation. >> big boo-yah. >> i'm from ohio. >> from plano, texas. >> u.s. army. >> from fairfax, virginia. >> need a reminder that we live in the greatest country on earth? you're looking at them right now!

do not abandon retail stocks. they just might be getting their groove back. this morning, we caught two downgrades of two terrific retailers, ross stores and tgx, because of valuation? specifically, the research firm took these two stocks to sales because they think the expectations are too high and shareholders could be disappointed when the numbers come out. i say hold your horses. first of all, the climate has become just about perfect for retailers, and i don't mean just the chill in the air. i think with consumer sentiment going through the roof, you don't want to cut back on any of your retail holdings. consumer sentiment, which i thought would be dealt a bad blow because of ebola fears, turns out to be extremely robust. likely because of the shocking decline in gasoline. i think this cheaper gasoline story is still viewed as an

abstraction by many people in wall street and that's just dead wrong. i bet they have no idea how much more shopping can be done now that people who spent a great deal of their income pumping gasoline have spare change in their pockets. i bet they'll be pushing all things retail if they had a tax cut of similar magnitude. how about ross stores and tgx specifically? sure they're trading above historical norms, but many stocks are. more importantly, they really haven't done anything this year. ross is up just 8% and tgx is down 2%. hardly the kind of stocks that have run away to the upside. both are excellent retailers. i like both of them. all week we've been pleasantly surprised by the way retail stocks have acted. consider that both macy's and nordstrom cut forecasts. but buyers flocked to them anyway. in part because of their commentary about how well they're set up for the holiday season. macy's took care to mention that the pump price figured importantly in the strong quarter. last night, the ceo of popeye's

came on here and credited lower gasoline prices one of the chief reasons her company has put up miraculous 7% same store sales growth. i think wal-mart also got a huge boost from cheaper gasoline. wal-mart is a lot better than it used to be because of some important changes to its lineup, including better stocking and more natural and organic food. but to me the big positive is the money that would have been spent at the pump is now being spent at the register. i totally understand analysts being nervous about the group. we took profits from a charitable trust out of fear that they would cut their forecast, and that's exactly what they did. but i think the buyers have sent the stock up anyway, made a judgment about declining gasoline prices as positive going into the holiday season and decided to stick with macy's and ignore the cut forecast. i say let the retailers run. they used to be tremendous growth vehicles for years, and then for the longest time, only costco and home depot seemed to go higher. because of gasoline, everyone is now joining the party. there will come a time when it's too crowded to trade. but right now, it's just the

beginning. i think you should stick around for the begins. i think they could still be tremendous. hey, stick with cramer. no. it's called grid iq. the 4:51 is leaving at 4:51. ♪ they cut the power. it'll fix itself. power's back on. quick thinking traffic lights and self correcting power grids make the world predictable. thrillingly predictable.

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twhat do i do?. you need to catch the 4:10 huh? the equipment tracking system will get you to the loading dock. ♪ there should be a truck leaving now. i got it. now jump off the bridge. what? in 3...2...1... are you kidding me? go. right on time. right now, over 20,000 trains are running reliably. we call that predictable. thrillingly predictable. remember, g20 this weekend will matter. because russia-ukraine is going to be front and center all next week. that's really the one thing that disturbs me about this market. we can't just ignore it. i'd like to say, there's always a bull market somewhere. i promise to try to find it just for you. right here on "mad money." i'm jim cramer. i will see you monday!

>> look, scarface was a gangster, but that [bleep] was fiction. [bleep] charles cosby -- that [bleep] a living legend. that [bleep] the real scarface [bleep] that dude was flipping down. >> ♪ i'm the godfather, head honcho ♪ ♪ married to the game like griselda blanco ♪ ♪ put the keys in the closet in my condo ♪ ♪ bulletproof vest on my chest like poncho ♪ >> ♪ incredible >> ♪ i clap like an encore ♪ for the right price, i'll turn you to a john doe ♪ ♪