thanksgiving. week after, down, now time to buy them back. we're looking at macy's call, bottom today. >> guy? >> great job by sara. upgrade, lulu goes higher. >> upgrade. catch "fast money" my mission is simple, to make you money. i'm here to level the player field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> i'm cramer, welcome to mad money. you want to make friends? i'm trying to make you a little money. my job is to educate and teach you, call me. or tweet me. sometimes a climb makes sense, s&p slipped .02% and nasdaq

advanced and makes sense. this is the kind of pull back in the dow and s&p, more severe than earlier in the day. it's expected periodically. since we're in the thick of the playoff hunt, you have to view this market like the nfl and a particular session like a particular game. sometimes the s&p 500 gets beat simply because it doesn't execute well. individual players fail to play up to their potential, especially when you're on the road facing the 12th man of a back drop. today close at the end but even the best team suffers. first, let's start with the back drop, the chinese market had a huge rumble and while their weakness can be our strength, that's my theme, a 5% decline let's call it jarring. but not as jarring as the 12% decline in greece. the worst in 27 years. we had all put greece in the

rearview mirror. alas, what does the down fall of af greek government has to do with the price to earnings ratio of brist ol myers. when you wake up at 3:30 a.m. and it's pouring rain and you're figuring china is doing better given the recent rally. in football terms you feel today's game is going to be played in seattle. and you are anything but the seahawks. so the joy is richard sherman and russell wilson and marshawn lynch will kick your butt to kingdom come. the carry over was once again terrible, before people realized when they are weak, we are can be strong. not initially, but by the end of the day. it's the way the individual players that didn't execute well that really wrangles me today. let's pick on stocks that missed

assignments and got pummeled for it. we've grown used to the idea that verizon delivers. it's a good dividend that never moves in good increments, like a bomb with a big wireless kicker. like missing a field goal from 20 yards out and the stock took more than two points off the guard. we thought verizon was avoiding the fray. this is one quarter with anecdotally i should have seen it coming. two of my closest friends just this weekend switched to sprint to save what they think maybe $1,000. they confessed to the price war and the market is down giving it the business for a 4.05% lost. we're not used to seeing this happen. the analysts haven't had a chance to process it yet. we may expect nor downgrades tomorrow which means it's too

soon to take advantage of the decline. my take, wait until it gets to 5%, then there's merck, it threw the equivalent of a pick six into richard sherman's arms. i'm talking about the stunning decision to buy less than 24 hours before they lost a crucial lawsuit with the results that the company real big drug will face competition two years earlier than expected. i thought this was fine, this acquisition, i praised it. it was a timing play gone awry. i thing there was no way they would pay $8.4 million for cubist unless there were no patent issues to hurt it. one day later and it's clear they paid as much as $2 billion more than it had to. they are dumb as a bag of hammers over there at merck.

i can't. i'm too much of a diplomat and home depot fan to commit such an error. higher rates let them make huge amounts of money, billions. the key to this kind of thinking is the companies themselves say nothing. they don't tell you what plays they are going to run because these are big thing stories and xs and os on the board only. the bank spoke at a conference today and the news is the fourth quarter isn't looking so hot. the actual business is weak. the bank rally was stopped in its tracks, although the group did rally into the close. although both big banks, bank of america and citigroup, no, they didn't finish in the black. then there's mcdonald's. when i think of this company i imagine a quarterback about to be sacked again and again by blitzing safeties with europe and linebackers from europe and

defensive tackles just mauing the company from america and from asia and i've got to tell you something, those regions are forcing mcdonald's to put up horrendous numbers. been wondering about this, thinking of a theme song for mcdonald's, i thinking, it's going down, i'm yelling timber, you better move you better dance. i don't know if you can call it blind siding when every side is blind. increase in traffic for november but on a 17.9% increase in capacity. enough of a so-called short fall to merit a downgrade this morning. the stock got crushed. it's down $10 over 12%. it felt like the safety scored on peyton manning off the last super bowl, something bad that happened to an airline, the group you least expected, expected to be hammered rkts given the endless decline in jet

fuel prices. whole group got crushed in this one, not just spirit. finally, there's cons, a big miss on earnings a withdraw of its full year guidance and need a departure of the cfo. i said this is going to be the beatdown to end all beatdowns, this wasn't a game. it was a call of duty rousting with the stock falling 40%. it doesn't help conn's has a texas address, it made you think the oil apocalypse is already upon us and texans are defaulting on big screen tvs and mattresses and stoves. i don't expect much of a decline for the broader averages here after a first half filled with miscues with a touchdown of sorts led by tesla, amazon, netflix, all of which have been flagged for unsportsman like

depression for days. they scored good garbage time points. the bottom line, the bears lead the doom over the day. that's what happens when too many bull players fumble. on any given tuesday or wednesday or thursday or friday for that matter, about as many times as they play pro football these days, i'm going with the bulls, real home team favorites and had there been a fifth quarter or say overtime, i think the bulls could have taken the whole darn shooting match. steve from south carolina, steve? >> caller: hey, groovy jim, looking good and being cool. >> i know, i've got r. sherman's 25 in my corner. >> caller: i bought -- stopped 50 points, should i hold them or buy more or sell them?

>> netflix is in a bit of a swing here and it's not bound by the four walls and didn't straight. on sign-ups and new productions, i am a seller of netflix on the way up not a buyer, never care where a stock has come from but where it's going to. dave in california. >> caller: hey, from sunny california. jim our infrastructure is crumbling everywhere in america and long overdue to be rebuilt in a very big way. i'm scaling into a position of new quart steel. what are your thoughts? >> i think that's a realdy -- our viewers are really smart. i know the yield is no longer above three because the stock is advanced. i think management is great there and doing all of the right moves and glad you're picking new corps because it is the best steel company in america. joe? >> caller: you and i both know a

quality stock has been hurt by the lower oil prices, do you recommend keeping it for recovery -- >> if you have to buy one, this is the one. it is down substantially from its high. it's a great company. i would start a position right here. i don't think oil is going down to the low 50s. i think you're going to be able to do well. but remember, that stock could hit 80 and you'll have to deal with that and buy a little more. you pick the one stock in the group that is probably worth buying right now. look, even the best of timber and markets could fumble. the bears won today but my money is still in the bulls. on mad money tonight they bought game and gadget, but if you put best buy and game stop in a room, only one comes out alive. the best to survive the digital onslaugt. making a big bet on green energy. can solar make energy stocks shine brighter? the man behind the rise and fall

of abercrombie & fitch finally steps down. why don't you stick with cramer! >> don't miss a second of "mad money", follow on twitter. have a question, tweet cramer, #madtweets. send jim an e-mail to mad money at cnbc.com or give us a call. miss something? head to madmoney.cnbc.com.

man, i miss the days when activist investors would try to turn around struggling companies and ailing businesses with executives who barely needed to be held accountable. these days though, activists only seem to go after the best of the best. they pick targets already successful and put heat on them to do even more. in poker terms going after players who built a straight and trying to get a full house. it's not easy and for many well run companies it's difficult. they have to spebd time with these guys and they have a

winning hand, either way. they are in a no lose situation and it is too bad because there are plenty of situations out there that are just begging for activists to strike. let me give you two classes, united technology and mcdonalds. tech no logical marvel that dominated heating, ventilation, defense, mostly helicopters and the company performed well at a time when general electric was on the ropes. an excellent balance sheet management and sheer ingenuity but the stock of united technology has been listless of late. up only a percent for the year although it's quietly sneaking up the last few days and on friday we learned the former ceo may or may not have been spending too much time fine tuning his yacht. i say may or may not because they didn't make it clear why the skipper suddenly retired well before his time --

certainly his time was up, including that he would have been spending on the wall of time -- wall of shame. there was time coming to this guy had we only known his gilligan's island approach to business. stick around, there's changes afoot. judging by the ten or of the story, it was an open secret that this gentleman spent a ton of time august meanting the size of his boats. the story read like he had an obsession with boating, not with running the business. other companies were trying to figure out they should shrink to grow. he was pondering questioning whether he would be more fun on a 100 foot yacht or 60 foot yacht. i find this embarrassing, i personally have been taking heat lately from certain quarters how i spend my time. the heat i came about is from home. he had time to burn.

he would have made an excellent target for activists but united technologies was going down and playing a losing hand and no one went after him. don't touch the losers. that's crazy, then there's mcdonalds. i'm hearing a lot of chatter nothing can be done, it's selling the wrong kind of food. when you have the terrific balance sheet and enormous reach, you can do something to turn the fortunes of the company around. no one want to take on the ceo even if this horrendous couldn't look at the numbers, like ouch. burger king turned around, so did wendy's. mcdonald's has better fries. again, it doesn't fit the bill. why? because it's a loser, not a winner. the bottom line is i would love to see a return to the old days when ceos of well performing companies wouldn't take heat and stock prices lag, okay, maybe you went in and got them but not until then. that would represent fairness.

it also would be a positive nonrepatience form of capitalism. ask pepsi, all been reserved to attacks that should have been reserved. the latter has his yacht and huge pay package and he alone is the winner in the sad saga of united technologies. it steams me, doesn't make sense. it doesn't. let's talk to bill in south dakota. >> caller: i've called before. i go by wild bill. outside dakota what i'm calling about a company that i have in my ira, but i work for a 2 1sh -- martin marietta, now lockheed martin. i'm calling specifically about their 70th anniversary and thing

they call xum p works, research and development portion. it started in 1944 and their first contract was sign sealed and delivered with a hand shade on the xp 80 i guess it was. >> this was a terrific company, doing amazingly well. it's got a good yield, buy back, even though the last quarter wasn't that great, it's a winner stock and our allies overseas will have to do more for the defense bucket, they have been one of the strongest recommendations and you continue to buy it. here's a memo to the act vists, stop going after the best, go after mcdonald's, united technologies, that would be fair. what's turning heads at abercrombie & fitch today? more people flying more means

demand for aircraft. under the radar airline deal that could be ready to take off. game stop ahead of best buy ahead of christmas. one is a great value. the other a value trap. that's next. stay with cramer.

we really appreciate you out there. >> my kids are learning so much

from you. >> i know you hear this all the time, but thank you, thank you, thank you so much. >> this has been my best year by far and a with a in the market. >> i want to thank you for looking out for the regular guys out there. >> great to hear your voice and know you're there for us. >> from our family to yours, happy holidays. history can be a very powerful guide when it comes to picking stocks but there are times when you cannot take your cue from the past. the future looks so different from anything we've seen before. which brings me to game stop, the ultimate example how investors who only look to history have been bent and spindle and mutilated because they refuse to acknowledge things have really changed in the video game business. so much that history might be a terrible compass for this

particular stock. allow me to explain. we're currently a little more than one year in a brand-new video game cycle kicked off with the launch of the play station 4 and x box one. in the past game stop made a killing off the cycles by selling tons of new games to run on the doconsoles. history says this is game stop's time to shine. a little less than three weeks ago, game stop reported what i can only describe as the latest in a series of god awful quarters while management gave really ugly guidance. this seems to be the new pattern. game stop reports and then its stock gets taken to the wood shed with shares falling 13.7% in a single session. they've continued to go down pretty much since. really going thing, that the bull spent most of 2014 pointing out, if history is a guide game stop should be doing well. they blamed the housy

performance of the new assassin creed's game delay. there's a reason why predictions have not worked out and why game stop keeps reporting hideous quarters, it's simple. game stop is being eviscerated by online competition. but in the video game business, it doesn't mean you order your games and amazon ships them to you. you can download them off the internet. this is he is eshl sly true wit the new consoles. you can buy games instantly via digital download. you can do your shopping from the comfort of your couch and that's terrible from game stop. we've been talking about downloads as a problem for some time. but i don't think anyone realized we reached the tipping point where more and more consumers are directly downloading games from the internet. a lot of skepticism about the stock calling it a battle ground. i had no idea they were in this much trouble and neither did

most of the analysts who covered the stock. how bad do things look? first, the company gets 75% of the sales from new and used software, meaning games. the brick and mortar business accounts for 95% of the sales. over the past six years, software sales have been cut in half in this category and the hardware of the actual consoles have been making a come back. gamestop's margins on hardware are razor thin. it's the rise of digital video game scales that is squeezing the life of this company. consider actactivision, 60% fro direct digital downloads and electronic arts 40% from digital. why wouldn't they grow when the ps 4 and x box one make it easy to guy directly through the console. with digital accounting for 2.6 of the company sales in the latest quarter, game stop represents brick and mortar. every game they sell to the web

represents money taken out of game stop's pocket. there's an indirect consequence here too, you can't resell a used digital game. that's a serious problem for game stop. where used games account for 40% of the gross profit. to make matters worse, walmart decided to get into the used video game business and willing to pay much more and charging you less to buy used one. game stop is stuck between a hard and rock here. this is a company under siege. stocks may appear cheap with a 3.7% yield, i think the business is in secular decline and that makes this a value trap. while game stop is languagishing three points off the low, best buy climbing steadily higher of late. best buy's third quarter results blew away expectations of virtually every metric with powerful sales. best buy sells lot more than

video games but we were worried they had become nothing more than a showroom for amazon. best buy's management acknowledges the challenges facing and they attack them head on in stark contrast to game stop which keeps proving that denial is not just a river in egypt. to name another river besides amazon that harms retailers. best buy rolled out a turn around strategy, as well as instore conversion rates, already racked up $1 billion in annual cost savings. last but not least redesigning its website in order to take share online. company accelerated ship from store initiative, allowing many to compete on the web against amazon. here's the bottom line. you can't just rely on past trends in order to make money. game stop is resting on laurels assuming business would be fine thanks to new video game product cycle but they are losing tons of market share to direct

downloads and they are denial about the problem. if you face challenges head on, you can actually do something to solve them and your stock will be worth. buy, not selling. >> louise in new york. >> caller: i think you're great. thanks for all of the education. >> thank you. >> caller: a couple of month ago my boys told me to buy electronic arts and liked the numbers and the kids can't get enough of the games. i'm up 25% and the market looks -- i was thinking of taking profits and let the kids have and buy more if it goes down. >> that's been my strategy. i do believe in taking profits. i don't like to be able to turn a gain into a loss. that said if you want to know fundamentals, i think they are terrific. i would trim a little but not a lot and be ready to buy it back. i know that incurs taxes but i do like ea on the fundamentals.

what separates the winners from losers? it's about the issues, best buy is tackling challenges head on while game stop, it needs to step up its game. we'll have my abercrombie & fitch. the ceo steps down but is it too little too late. making a big move to more green. can solar sell when oil is so cheap? i'll ask the ceo. stocks rising off the releasing of jumbo jets. stick with cramer.

what's the matter with the stock at nrg, the owner of the largest fleet of power plants in the united states. utilities have been among the best performing sectors energy is down for 2014.

some of this has to do with the fact we had a mild summer which means there was less demand for electricity. and nrg made less money and another part has to do with the fact it's a complicated story. nrg retail arm and whole sale power generation business plus alternative energy side with important solar assets where it's made a couple of big acquisitions. and the company has spun off yieldco as a better way to raise catch than borrowing via the bond market. now nrg rolled out a reorganization people that may be a cane but i think they are a vision nar energy company and the present week this could be your chance to buy at a discount. let's check in with dave crane and find out more about his company and how it is doing. welcome back to mad money. >> great to see you. >> one of your biggest bankers is deutsche bank and they are

saying, listen, following a poorly received call yesterday, talking about the last and then say maybe this is a streamlined strategy necessary because people don't understand it. in fact, isn't your company just a provider of energy in the cleanest way possible wherever it is, hopefully some places are not that clean but you're trying to make them cleaner. >> it's a company in transformation from an all fossil fuel past and this is about providing electricity to the american public and it's doing it in new ways and cleaner ways and more convenient ways. the company is in transformation. so you have a lot of people still focusing on the past as we transcend to the future but it's going to become a lot clearer as we go forward. >> as someone who goes to lincoln financial and saw the wind mills, are they trying to figure out which way is blowing? nos this is the way nrg uses

it -- >> the eagles stadium, it's the largest renewable energy array in the nfl. solar panels in the parking lot and side of the building, three mega watts of clean energy. and it shows me that renewable energy is actually a visual aspect to electricity as are solar panels. as an energy provider, we're getting into something we never had to do before, which is to worry about aesthetics. what does -- >> that's a really good point. for a business that's going to adopt clean energy, it's also a bill board. you don't need to have a little plaque on the side of the building saying this convenience store is powered by clean energy. you put a solar panel on the roof and everyone knows it's powered by clean energy. >> one of the things i like about you, the world is changing and there may be a time when the companies that don't move and staying the same and not

transforming, they are going to have to -- they are going to lose customers like mad. that's not injure game plan. >> there's something like 120 million homes in the united states. roughly 30 to 50 million should have solar panels on them as -- and my -- >> 50 million roofs can use solar panels, in the united states where's it's cloudy and raining, still works. >> 50 million houses. if you think after that, add an average cost of 25,000 to 30,000, which you can do with zero money down, that's a 1.5 trillion dollar markets. show me others that are barrelly scratched right now. >> one of the things that bothers me, i'm a big supporter of your company and love the yieldco frankly. solar city has a $5 billion, solar city has hey $5 million valuation, you could be them tomorrow if you wanted to. >> not quite tomorrow but we hope to -- well within 2015 we

expect people to be talking about us in the residential business. >> 18 months. >> six months. >> six months, you will be the residential power. if i -- i want solar panel on my home but i don't want to go through -- i want it made ease. i'll look you on the web? >> yes, yeah. there's door to door sales and internet sales and people are buying it through all different avenues and home depot in the northeast, you buy residential solar from us. and we're not a solar manufacturer -- >> but the cost has come down. >> it's way down. and we're tech no logically ago nos tick but if you prefer this look, if you prefer this look -- there's a lot more potential but you're not betting on which solar technology wins when you bet on us. you're betting on the trend towards people using more of these. we don't make these things. we put them on your roof and

then make electricity with them. >> will we be in a time when the states will say, listen, you've got to take the individuals, stuff everywhere? we're close, right? >> each state will be different in terms how they regulate solar power. but this is a trend with cell phones, it's not going to be stopped. >> you have big natural gas. where are we going in terms of coal in the country. will we be out of coal five years from now? do we have enough nat gas, where's the market five years from now. >> the nat gas revolution has been astonishing. but if you start saying everyone who wants to use it for a chemical industry, compressed natural gas cars, complete placement of coal fired power, that's more natural gas than we have. you don't bet against the producers of natural gas right now because they've been right for the last six years, our view is that we want coal to be part of the future. we decent want to put carbon in

the atmosphere. we were building the largest carbon capture project in the world. if we can turn carbon from a liability to an asset, that's going to be another whole realm of value creation for nrg. but that's a little more than six months from now. >> you're the only utility that is saying, five years from now we'll be dinosaurs unless we make these moves and that's why nrg has the future. that's david crane, president and ceo of nrg, tremendous number of public documents and you can read about it. if it was different weather this season, we would have had had a stock 40% higher than it is. mad money is back after the break.

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before we start the lightning round, word to budding ceos, it's a bad move to alienate your customer base and claim your products are only for cool good looking people. mike jeffries, the now former

abercrombie & fitch ceo who stepped down after tarnishing one of hottest brands in retail through a series of management missteps and public relations disaster. farewell, maybe now they can put the logo back on the clothes. i still don't like the power group here but when ceo from the wall of shame departs, the shock jumps and they rallied 8% on the good news. and now it is time. it is time for the lightning round! are you ready? it's time for the lightning round. we'll start with james in texas. >> caller: booyah jim bob cramer. >> how are you? >> caller: look what's happening now about what to do about etp? >> has a 6% yield, the company is fared well making a lot of

good moves. i've got no problems anymore with etp. how about john in california? >> caller: hey, jim, love your show. keeps going and going and know why he bought duracell. >> you make my life easy, if every caller was like john from california, berk shir hathaway remains one of the strongest buys and we still like it as much now. how about john in maryland. >> caller: thank you for taking my call and staff also. >> staff is fabulous, making me look good every day. or sherman 25. >> caller: an expansive pipeline in the northeast and merger between william partners an access, what do you think of william? >> another one i like, good yield and growth, that's exactly what you should be buying, it's down a lot because of oil. i think it's a buy. how about dan in florida? >> caller: man, this is booyah mr. cramer.

>> what's up. >> caller: trgp. >> this doesn't yield enough tore the risk, i need them to do a little better. i'm willing to recommend them if they have four or five or six but no two, three. there's not enough juice to protect yourself. how about kevin in california? >> booyah to you, jim, honor to talk to mee yag gi of finance. union pacific? >> this has come down. i like this kind of stock coming down into this move. i want to be a buyer of union pacific. you buy half now and maybe get another little bit of sell-off and by the rest. jack in texas. jack? >> caller: hello, mr. cramer. how are you doing today? >> i'm doing well how about you jack. >> caller: never better. i want to get your thoughts on trex? >> that one is too risky as it is caterpillar has gotten slammed here.

i don't think you want the risk. that's not the right stock for you. mike in maryland? >> caller: my question is about precision drilling. pdf? >> numbers are too high, we still haven't seen the big estimate cuts in the drilling part. i like the vast limited pas partnerships and kmi, best in show. i need to go to rita in connecticut. >> good evening, dr. cramer. i enjoy your show. >> thank you. >> caller: i need a doctor for this. a former fave that's been a long time pain for me has gone through a merger and i'm hoping it's for the best but so far it's not looking good at all. tell me, what's your prognosis for the newest sensation amfw? >> that is too related to the energy oil and gas segment and cbi. i don't like these stocks and think the numbers are too high because the price of oil has

come down, a lot of big projects may get cancel the. let's go to walter in florida. >> caller: hello, this is walter in beautiful deerfield beach here. >> i like that. this is quite a show today, like a whole university and hospital combined. what's going on? >> caller: well, i've read your book and have your basic stocks in my portfolio. but i would like to know about flo serve. >> this is a company, a pure industrial, if you buy an industrial, it's an okay company. i prefer honeywell to this one and prefer frankly united technologies if they do the shake-up i want. but this is a buy wurngs need to do the shake-up. >> how about barbara in connecticut? >> caller: big booyah to you, jim. >> uconn huskies, what's happening? >> caller: my question is about

imagine numb hunter resources, i bought it at $8.30. should i bail out now --? >> no, imagimagnun hunter, thes great calls. it would be 90% natural gas next year and natural garks looking at the five-year contract you're in good shape. i do not want to sell natural gas company down to three and a half. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade.

the airlines have been having a phenomenal year even if you take into account today's hideous performance. the negative action took the whole group lower. nevertheless when the airlines are strong and they are strong right now, that's good news for the aircraft leasing companies that buy airplanes and lease them to airlines around the world. companies like air castle, which has a profitable portfolio 140 aircraft, pays juicy dividend yields. well run company with a stock that rallied 22% in the past six months. can it keep climbing? yesterday i had a chance to speak with ron wayneshaw, take a look. >> sir, you call yourself a value investor in commercial jet airliners. what's a value investor mean?

>> we don't buy the same thing in the same amounts throughout the market. we discern and look and look for the good deals. >> so are you -- you're bowi bo airbus, whatever is available? >> we bought from 70 different counter parties and we'll do business with airline manufacturers directly or buy from other investors. >> this is a flush time for the airlines. how does that translate to aircastle. i saw you doing consistently when it wasn't a flush time for airlines. >> there's a lot of growth in the airline sector around the world and it doesn't happen in an even way. we lease aircraft airlines for the same reason people lease automobiles. airlines may not want the residual risk and we're better than dealing with that than they are. >> are there tax considerations to make it more reasonable to use you than outright? >> not so much. it used to be a bigger play. >> because the triple tax and we

all learn that at law school, that was this great way to buy aircraft. >> it is a much more straight forward way. >> one of the things i saw the breakdown, you seem to be very particular to not have in one region be really important to you. >> that's important because the world changes. if we go back say 15 years ago when there was the asian-russian crisis nobody wanted to invest in airlines in that part of the world and only safe haven with u.s. airlines and then things change around. >> one of the things boeing has told us over and over again, there's a nice considerable savings in fuel. i'm thinking, wow, jet fuel has come down, maybe i can keep my existing fuel. is that something aircastle has to worry about? >> it's a great positive for the whole business. >> explain that. >> the single biggest cost item for airlines is fuel. when the fuel bill goes down 30% you can make more money and demand for aircraft increases too. that's good for anybody who's got supply like we do.

>> when you say anl litally driven price, there is aal go rhythm you use? >> there's value. >> you're very good at identifying where the value is. you do a lot of trading, right? your portfolio turns over so you have planes coming in and coming out. >> we're a seller of the older technology aircraft. the drop in fuel prices given some of these aircraft one last gasp of life and this is a good time to cash out, not as interested in keeping those long term. >> i saw the percentage that is europe, i keep reading about strikes in europe. is this something this could be russia some day again? we've got to do less business in europe are those carriers well capitalized. >> there's good and bad. sometimes there's opportunities that come out of trouble. so if for example, there's a currency weakness in the home currency market, we might be

able to buy airplanes very effectively from the airline and lease it back to them. europe is a mixed story. there's good parts and bad parts. >> i'm sure because you have the great yeeltd, someone might be saying there's got to be a risk, a default risk, you deal with letters of credit or directly with the customer? >> we deal directly with the customer. the business is always characterized by airlines that go away and come back. throughout the business cycle we've had 98 to 99% unitization. that's pretty good occupancy. >> that's a terrific business model and know you can keep boosting dividends. thank you so much. air castle limited ceo of ayr. you're always looking for yield. it's a very stable, very stable company with good cash flows that can raise dividend over time. stay with cramer. (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.

as discouraging as the big capitalization stocks were today, i thought the remarkable rally at the end of the day in the nasdaq may signal still one morrow tags in this really whacky market back to the highest growth. so let's watch those stocks to see if they aren't going to have the next leg up. there's always a bull market somewhere. i'm jim cramer and i'll see you tomorrow! lemonis: tonight on "the profit,"

i visit swansons fish market, a multi-generational landmark located in fairfield, connecticut. is it always this busy? gary: yeah. lemonis: but after a tragic fire, these owners are struggling to keep their heads above water. how are you surviving? gary: we'll take money out of the deposits. i'm put against the wall. lemonis: and morale is at an all-time low. larissa: i've just been through a lot trying to help everyone, and i just don't know how much more i can deal with. lemonis: if i can't throw them a line, this historic institution may close forever. gary: it's the only hobby i really have. sue: it's ridiculous! lemonis: my name is marcus lemonis, and i fix failing businesses. if you don't like money, don't follow my process. i make the tough decisions.