i think the quarter is good enough to get the 30% short interest to cover. it down now. i wouldn't be surprised if it's green by the time we open tomorrow. >> all right. i'm melissa lee. thank you so much for watching. see you back here tomorrow at 5:00 for more "fast money." in the meantime, do not go anywhere. "mad money" with jim cramer starts right now. . >> my mission is simple, to make you money. i'm here to level the playing field for all investors. i promise to help you find. mad money starts now. hey i'm cramer, welcome to mad money. i'm trying to save you a little money. my job not just entertain but teach you. tweet me at jim cramer. today i was taken back by

what happened. it was like a bell that went off. it was the stock of google. it actually went higher. yeah. on a day when the dow dropped twelve and nassau dak declined 11%. google stopped trading, managed to jump more than $5 i almost did a double take if not a spit take. do you know where these averages are up double digits, google is actually down. three percent. google is not alone. amazon down 21%. netflix down 5%. what's going on with the fafs. how could the order for their stocks have cooled so quickly? one word, competition. more specifically several kinds

of competition. the competition to the business and the competition to the stock. and both have been hurting these names for some time and they're not talked about enough. a lot of you are trying to figure out what the heck is going on. you started with the right place let's start with google. here's a company that ascended every business it touches, still is as it dominates search, only gotten stronger over time. but the sfakt has the worse of both perceived world, needs to expand beyond enterprise but company refuses to do so. wall street wants results now and try to generate as much earnings as possible. google seems they are goals beneath them. you have to wonder if this company is so full of itself that it might not care about the quarter or even the year.

what did google spend a huge amount of time talking about on its last call? hiring. that's right they made a point they are hiring like mad and spending a ton on the best young people in order to plot a long term course to somewhere we just don't know where. you may like that long term thinking and you may think isn't that what we want our companies to do with a big picture in mine with multi year view. visionaries. let's face it, you can have 50-year plan, but you still have to worry about the quarter. don't believe me ask andy who wrote "only the paranoid survived" where he explained with intel the quarter earnings period was precisely the amount of time to do it. he was taking a rand chip

company up to the number one in the world. who is google not to care. not only that. but google has so much to milk, namely the under invested youtube. why spend so much time with silly cars and hot air balloons. is google's phone business turned out to be operating system. who knows. who cares. that's what i think of google. a stock so cheap -- value play. issue is while we accept google as competition european is investigating google. i'm beginning to believe it could have a real impact on the company. then there's the issue of stock competition, not business competition. google was the internet stock for years. best way to pay the growth of the web just put google.

now other stocks are competing with google so it has to fight to get a word in edge wise into money management conversation. facebook fused as kms playing by quarterly rules, unlike google. marissa myer delivers the numbers, brings me to amazon. for a long time amazon's stock climbed higher and higher regardless how much money it lost or how much money it intended to spend. then comes alibaba who cares that it is based in china. amazon stock can't with stand the withering competition or comparisons to alibaba. you're probably as sick as i am of hearing the term omni

channel. retailers have to talk about it because it is code for we're not going to let amazon beat the heck out of us. the bricks and mortar companies can't ignore amazon. they can't just compete with it but have to beat it. i'm thinking the likes of home dep depot, walmart and target has figured things out. i don't need amazon. how about netflix. for ages seemed to rule the roost of non-network programming. i think the coffin tent companies like time warner are tired of being rolled by netflix are now coming up with strategies to beat netflix at it its own game. doubly bad. you don't have to lose gobs of money to have an internet service.

if you really like it you have still one more reason to own, not netflix but content generat generator, time warner. think the market hasn't notice. do you know time warner stock has almost fully regained. i think is amazing. now component makers and flash companies that keep getting recommended by wall street still love apple despite massive market campaign because it is cheap on earnings versus average stock in s&p 500. this market respects companies that are doing more with less. it respects companies that are firing not hiring while still selling more products and bringing more revenue to the bottom line and perhaps returning more of that to shareholders, none of that

reminds me of google, or netflix. that said i suspect google is sick of being in stock perg atorii. the bottom line on amazon and netflix, they don't seem to care about profits at all. in the super market of stocks that means they can't keep up with the competition, which is why i'm not crazy about those two stocks. wake me when management cares what investors want, until then i'm not interested. joe an in new mexico. >> caller: good afternoon who you are you. >> i'm all right. pretty good. >> caller: yes i am. thank you for accepting my call. >> of course. >> caller: my hustband and i fid your program very helpful. >> i want people to diversy, when they have mad money they should come to the show. thank you very much.

how can i help. >> caller: what happened to alibaba. >> started going to down with the story about the tax situation was going to change for them, but really i think it was marked up by money managers and they just walked away. then we saw it was not supported in the mid teen. don't worry it's still inexpensi inexpensive. 2016 numbers, i should mention that. larry in massachusetts. >> caller: i wish you and your fami family the happiest holidays. as a prenew year's eve resolution i'm trying to scale down to my stocks. i'm up in average 27% in last

quarter buffalo wild wing when i bought the dip we new sally would edge commoditiy. >> totally. >> last weekend really kicking 2.0. i wonder whether this turn around story has more upside would you ring the register on buffalo. >> i hate to say that. that stock has moved up a great day. panera acted terrible today, i think they have ten down and 25 up. i think buffalo wild wings has five down and ten up. that's the risk reward i would put it. you make that decision. thank you for your kind commends. comments. ray in new york. >> caller: hey jim how are you. >> i'm good how are you. >> caller: good. thanks for having me on the show.

groupon had record black friday sales where are they headed. >> they don't have the kind of sponsorship i like. so many other good companies are out there. it is a yawner and not encouraging to me. let's go to mark. >> caller: this is mark in las vegas i do well investing in companies like apple and netflix and southwest and protd i love the most is tivo but i never invested in it. it popped a few days ago on take over rumors possibly by apple or some other company, market cap only $1.3 billion. i know you don't like investing in take over rumors, forward pe of 450 and price 4.26 what do

you think. >> you laid out the perimeters why i'm not crazy about it. i don't have a catalyst for tivo. stock hasn't done anything in a long time. i don't know call me crazy stock doesn't seem to have the mojo i want. it's all about the competition. amazon and netflix just aren't able to keep up with it. looking for opportunity in the oil market it's there but you can't buy just anything, coming up the stock i'm willing to invest. first what's working in retail. these could be your perfect stocking stuffers this season. stick with cramer. female announcer: get on board for better sleep!

it's sleep train's interest free for 3 event!

get three years interest-free financing on beautyrest black, stearns & foster, serta icomfort, even tempur-pedic. plus, get free delivery, and sleep train's 100-day low price guarantee. you'll never find an interest rate lower than sleep train's interest free for 3 event, on now! ...guaranteed! ♪ sleep train ♪ your ticket to a better night's sleep ♪

>> so who is winning in retail? let's start with retailers that have demonstrated real pizzazz, which may sound like a silly way to judge stocks but incredibly necessary if you want consumers to get in their cars and drive how many miles they have to go to enjoy their shopping. first of all there's starbucks. tomorrow the reserve roast reopens, something chairman is calling a multi sensory retail experience unlike any other.

it is inspired by his fascination of willie wonka takes spending to a whole new level. >> as you can see from the just open buck head store in atlanta and this poster for los angeles opening october 22nd this year. i got to tell you, the thee at rickal nature of the business drives customers. if you're willing to take a multi perspective. i know i would. then there's cost co. what can i say about 9% same store sales growth. people are looking for nearly half of that. it's time to go treasure hunting. hld shopping always beginning

with cost co and can end with cost co. who know what's they have. they have something for everyone. it is still the greatest store ever told. we didn't get numbers from home depot today yet but have you checked out what they have. my buddy bought what was $100 wreath for $35 smackers last weekend. you don't have to go anywhere else for your home trimmings. another one-stop shop. tired of ceos telling you how shopping gets them down. numbers for l brands division including victoria secret and body works, down right astounding, plus 8% almost double what wall street was possible. i have been buying from bath and body works forever. i don't think this stock is done

going higher. victoria secret, remains to be seen. given the numbers, i think i need to get over myself. finally the maker of ugg boots we went to downtown manhattan and i found the 3d shopping experience thrilling. let me give you the bottom line, in the end i like entertainment and so do you or you wouldn't be watching this show and you can't get entertainment from amazon, you get from these shows, sch why their stocks are the holiday gifts that keep on giving at this time of the year. peter from north carolina. >> my stock is pantry ptry with earnings report next week. >> i'm going to make it really simple, when i hear the business pantry, i know what they do, i

stie myself, okay, there's a company called kroger, just own kroger, do not think this. that's as simple as i can get. sure the mall isn't in fashion tliek was but some retailers are giving the consumer experience. much more "mad money" ahead. including a diamond in the rough oil market. i got your way to survive chaos in oil and crude. plus scouting your portfolios in a brand new edition of diversify. stay with cramer. continues its

lower are there any other energy companies worth owning? of course some energy companies are worth buying you just need to find the ones little to no commodity exposure and therefore don't feel the pain of lower oil. take the third largest energy company in the country, kmi, a low time cramer fave with a

magnificent dividend and terrific blue print for growth after detailing its plan. after decline in crude in past couple months kinder morgan is still less than half point off its high. it should be snapped up. in fact i think the stock would be higher if not for the whole sale collapse in oil. the reason, back in august the founder and ceo announced a bold move saying they would be requiring three master limited partnership in the family, including kindred morgan management and partners in el paso. completed the merger a week ago. if it hasn't coincided with latest drop, they would be higher.

kmi now is just a regular corporation. -- makes it much easier to fund the build out of the many pipeline opportunities still available in the oil space. -- $2 in dividends next year. -- management continues to raise 10% by each year for many years to come. how is that possible? how can the largest pipeline company in the country's plans be so unchanged. as i've told you for years kinder morgan is almost totally insulated. these pipeline companies are basically toll road operators, collecting fee bases on the volumes they transport. in this kmi's case 82% are fee

base. 94% are either fee base or ahead for 2014 which means you shouldn't let the collapse in oil prices scare you away from this fantastic stock. they own the natural largest gas pipeline, 60,000 miles of pipe, largest trans furthers in north america, largest carbon dioxide, more useful than the down turning crude, can be shipped over seas, very important given looks like the keystone will never get built, on top of all that, they also own a whole fleet of tankers that could ship oil from the gulf of mexico where it can be refined in united states. kinder morgan has them beat on

this one. oil cast for 14% of the business nearly all of the that production is hedge. the kind of oil producers that use c 02 typically get low cost. in stark terms, for every $10 decline, kmi takes an incredibly tiny hit of less -- less than 1%. when we see them working on $17.9 billion worth of new projects, we don't have to worry. they have built a business to with stand i gigantic drop off in the price of oil. plus kmi is really more about natural gas and oil, 54% of earnings come from knat gas pipeline. we know natural gas is

increasing rapidly in the united states not taking into company the liquid gas exports -- remember shem ear. plus only way to ship to mexico is the pipeline. in shord the decline in oil is almost irrelevant varnt to kind morgan. the company has immunized itself with hedges. when you consider the new kmi on its own terms, best growth and highest yield of any large capital dividend toing in the whole s&p 500. i don't hi this situation can last. they would yield 4.8% next year, that's insanely high. i happen to believe will be much lower. in fact with the oil producers

and the oil surface names and the fall off of crude i think they will flock to kmi. don don't forget right now kinder morgan is probably the smarter and safer way to play energy. let me give you the bottom line. despite the massive decline in oil, king pin less than 2.0. i think it deserves to go higher maybe much higher especially with the $2 share coming in next year -- stop worrying, start buying. johnny in maryland. >> caller: boo yeah jim. >> go ravens. >> caller: thank you i want to

say condolences to you and your family on the loss of your father. he was a great american and i'm sure he was really proud of you. >> i had a lot of great condolences from nice people. thank you. >> caller: your welcome. i got a question about world dutch. i've earned it about a year, you think it is time to start adding more to my position. >> we talk about this constantly, my coportfolio management we like them very much but i think you could trade to 64. 64 would be the level i would buy more not here. i don't think it will help our bases enough and the stock has a couple points down side. 64 is the level. bob, hey what's up. >> caller: hey my question is, cal co is it time to pick 134 of

that up? co conoco. >> the problem is, this stock, it's at 69. it was in the 50s when oil was at these prices before. even though has that good yield why should it not have a chance to go back to the 50s given the decline in oil. my price $59. oil prices keep sliding, oil stocks are getting crushed, kmi is poised to go higher. the pipeline play that isim you knowized against falling oil prices. much more "mad money" ahead. find out about flirting with hall time highs, make sure you're protected, plus dollar for dollars, stick around. (vo) rush hour around here

starts at 6:30 a.m. - on the nose. but for me, it starts with the opening bell. and the rush i get, lasts way more than an hour. (announcer) at scottrade, we share your passion for trading. that's why we've built powerful technology to alert you to your next opportunity.

because at scottrade, our passion is to power yours.

we just got a fantastic automobile sales number on tuesday. tonight i want to introduce you to a high tech play on dealer track technologies -- t-r-a-k. dealer trak now has a sof wear as a service business that provides services for digital markets and retailing and basically it is a total management system to provide car dealership efficiency. it also operates a huge credit

application and lending network to help 45% of all lending in the united states. with auto sales looking good, no surprise this stock is rallying for the next six weeks, can it keep climbing. let's take a closer look and find out more about the company and where it is heading. welcome to mad money. thank you sir. >> nice to be here. >> i have to tell you. i bought a car, millions of people buy cars, when i first suggested to have you on, i had said i didn't know if i ever used you, turns out if i bought a car i have. >> if you're behind the car we are behind the scenes helping that process. we're giving dealers all the tools to help manage the process of finding the car to executing it in the store or perhaps online some day. >> one thing ha intrigued me was

when you made this acquisition, you really are not going head to head with any of these dealers? >> not at all. no. dealers are our primary customers, dealers, oems and the lending community. we work with them and provide them software solutions process to help buying and selling cars much more efficient than is today. >> you have maybe the best pulse for how well cars are selling. do you know three months ago the hedge fund committee 1said we were at peak but that's not true. >> no, year to date looking at $17 million next year and greater beyond. if we look at late 2015 we think

more used cars will be selling than new cars given the supply. we are pros heesicessing 50% of auto transactions. we see the community very healthy. >> are people buying "gas guzleers". >> yes they are. we manage 60% of all websites for new dealerships in the u.s. over 65 million customers a month coming to the websites so we have an enormous amount of data and we look at trends and there's a clear shift towards larger sport utility vehicles. >> it's important because auto companies make more money. >> yeah. >> now another thing i read about in the paper, everyone's

always worried about something, you're probably at the pulse whether there's too much lending going on. too many people getting loans that shouldn't. >> we absolutely have our finger on that pulse. and we would say we are nowhere in the scenario we were in pre-recession when there was a credit bubble, people who weren't deserving of credit were able to get it, today it is a very healthy industry, the lenders are very guarded in what they lend and what percent loans they value on those loans. >> why do i have to read another article about how things are over stretched. what kind of perspective do people have? >> well, i think they're worried. we went through a traumatic time. huge credit bubble. when there is a little up tick

people worry is there another bubble coming. we don't frankly see a macro economic crisis over the next few years we see a dynamic industry. >> that's chairman ceo --

. it is time. lightning round. hey what's happening. call us in. just to be clear blah blah blah and the lightning's over. are you ready? time for the lightning round. i'm going to start with matthew

in indiana. >> caller: professor cramer, who's your nation boo yeah. >> andrew luck last year. go ahead. >> caller: had a question on ticker symbol hta had article about director approving reverse split. >> the professor says we like ventos at this joint. i need to go to vincent in oregon. >> caller: boo yeah. >> boo yeah. >> caller: on a personal note condolences on the passing of your father. >> thank you my friend. >> caller: i'm interesting in dre, picked it up in 2001, put $5,000 on the first bounce of

the recession a$10,000 on the second, this one is slow coming back. >> yeah it is a slow grower but a real good company. i want you to hold on to it. thank you sir for the kind comments. i think frankly you've done well. just stick with the dukester. how about joe in illinois. >> caller: i'm in a huge fan greetings from chicago. >> thank you go bears. >> caller: definitely tonight big game. i want your thoughts about go pro. >> they are having a big holiday season. been knocking around. i would do it deep in the money calls to cut off my risks on the downtown side. mike in new jersey. >> caller: what's happening captain. >> what's happening with you. >> caller: hey listen around 415 bought alu shares, low what are

your thoughts? >> i think it's all right. i really like cisco but aou had good meeting i followed it closely and i think you're on the right track. you're fine. carolyn in california. >> caller: hi jim. thank you for taking my call and all do you for all of us. >> thank you. >> caller: i hold hewlett packard and i wonder if i should sell. >> no definitely hold. it it drops want you to buy. if you're splitting in two companies i'm a huge fan,ive think the cycle is coming back and the story in 2016 will be immense. hold if not buy hewlett packard. dan in pennsylvania. >> caller: i hope things back to normal for you and your family. >> doing my best thank you. >> caller: your welcome. what do you think of the stock of plug power. >> we speak candidly in the

state of pennsylvania, these guys are just not making the playoffs, i mean, i don't even know if they're in the game. let's go to rocky in north dakota. >> caller: first time caller, long time listeners. let me give you a good old north dakota boo yeah. >> thank you for watching what's going on. >> caller: this cook coo bird flies south to mesquite, nevada, about as close to home as i want to be last week, how could be somewhere so hot this time of year i don't know. >> good point. >> caller: my question peabody energy. >> i will see you at peabody energy and lower you with oakland raiders. i don't think coal is working. let's go to carol in california.

>> caller: hi jim, wonderful speaking with you. >> same. what's going on. >> caller: gild. >> they obviously have fourth not first i'm waiting to see what a competitor which is avb so we're on hold. we like all the others buy. zmot georgia. >> caller: hey jim how do youing. >> real well how are you. >> caller: excellent. i'd like to give my condolences on the loss of your father. >> thank you my friend. thank you. >> caller: i was wondering about texas ininstruments. >> it just creeps higher, management is doing everything right. texas instrument is a buy, period, pend of story. mikele in florida. >> caller: i'm calling, i own

shares of -- tap moelson coors brewing, i was wonder is this a buy. >> oh, yeah it's a buy. it has a lot of things going for it. could be a situation where acquisition could benefit too. my favorite is the sand man, who run constealthation brands, modelo and core oona and they h real magic. i can't believe them, if you go into bars buy modelo and corona. >> caller: gtls i can't seem to find out what happened out of the bottom. >> had a china business that was more health care like,

missioning quarters missing quarters. it peeked when it missed the first quarter it's still a situation where it's enough. that's the conclusion of the lightning round. here's a question for you: by avoiding rapid acceleration and stop-and-go driving, your savings on gas could be equivalent to how much? up to 50 cents a gallon? 75 cents? $1? the answer is... up to $1 a gallon.

sensible driving avoids unnecessary energy loss saving you money and reducing co2 emissions. take the energy quiz -- round 2. energy lives here

all work and no play makes cramer a dull boy.

i think it is time to play a game, my favorite, am i dif diversified. call me, tweet me and ill tell you if you need to differ fie. diversify. >> first tweet. it's a company that takes money in various trust. man. okay. here we go. this is a drug company i'm not crazy about. basic is a oil service company going down. ensco one of the worse stocks i've seen other than vale, i want to beat myself up, they are horrendous. don't want to own this or that.

i'm hoping for the bounce at the end of the year. we have a natural food. we like one of these, we'll take basic. myers instead of sailic and add general dynamics because defense stocks never quit. and how about dollar general had really good numbers today. okay. thank you. let's go to dave in california. >> how we doing today? >> it's a long day but just beginning, how can i help. >> i have integrated devices technology. chrysler. celticson corporations and the new habit restaurant that just came out and marathon oil. >> all right. geez. we've been trying to get

atogether a piece on habit. habit is a burger grill. that is a burger science stock. idt good technology. marathon, screaming buy. fiat is good and celgene, a drug, auto, techie, restaurant and oil. that's what it's really all about. ♪ ♪ hallelujah ♪ [ cheers ] >> let's go to jim in connecticut. >> caller: hey mr. gjim, here t >> got some yield, yield, yield, is this is a yield-play five which i like.

at&t which i like, big tell. ge industrial. chevron. a yielding food company and bristol myers, a drug -- are all the green lights you? 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.

imagine a world that is not dependent on oil. >> freedom to grow. freedom to change. freedom to choose the way we move. >> fuel choices is about the

future. 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. sometimes when i do in-store interviews i really pay attention. earlier we did sketchers, i think the world of that company,

we also did deckers, another great example, but my favorite was ultra salon, mary dillon went through that story the beauty parlor section in the back with the right price point they delivered a quarter to end all quarters to end all close. the stock is up huge. im jim cramer. i will see you tomorrow.

>> narrator: in this episode of "american greed," in st. louis, missouri, martin sigillito is a jet-setting international lawyer who lectures at oxford, checks on his $50 million british real-estate portfolio, and attends to his heavenly affairs as a bishop in the anglican church. >> he always traveled first-class -- a lot of $10,000 expenses monthly on his charge cards. >> narrator: stateside, he's a board member of the racquet club, st. louis' most exclusive clique, and a man with an impeccable reputation. >> he seemed very knowledgeable, charismatic, professional. >> an attorney, a trusted adviser, friend. >> narrator: that is, until his own secretary unmasks him as a wolf in prielo