way. coke made comments in the aftermarket they have outlook fiscal 14, fiscal 15, selling off in the aftermarket. holds 39 bucks buy with both hands, coca-cola gets you done. >> thanks for watching. see you tomorrow at 5:00 for more fast. "mad money" starts right now. >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to creigh amir ka. my job not just to entertain but educate and coach and teach. call me. or, of course, tweet m me @jimcramer. here's an idea for my new stand-up routine. i'm not kidding. humor me here. i should start every show with, if things are so bad out there, then why are alls these good

things happening? and then i real off the positives even though the averages are spending most of the time in the red lately. unlike today the dow dropped 100 points. s&p declined 0.63%. nasdaq fell 0.4%. give it a try beginning with pet smart. why on earth is someone paying $8.3 billion to buy a pet store chain for $83 per share, the biggest leverage buyout of the year. 28 bucks above where the stock was seven months ago. it's not like it's an amazing company. this chain is problematic. in nature frankly. it has been viewed as total amazon prey for several years as it missed quarter after quarter starting in 2012 and considered and also ran with slowing same-store sales, second rate omni channel falling by the wayside. it had been downgraded and downgraded and downgraded more. it became the butt of many jokes. including that if amazon could ship pets, pet smart would have no more business.

and in the meantime pet smart was starting to turn around but the brilliant web acquisition. an increased in spending on pets as the economy keeps improving learned that from having pet company after pet company on. pet smart was on the move. that's why bc partners willing to outbid to buy this thing. plus, the deal saying petco another pet store chain that already went private might make a bid for the company. is that supposed to happen? how about this? if things are so bad what the heck is river bed technology, a totally down and out networker, wow. >> the house of pain. >> going private for $21 a share at $3.6 billion with two different sophisticated buyers taking part. be river bed. holy cow. you got to go back to july of 2011 before you can find anything good about how this company was doing. that's the last real upside surprise. the networking analytic space is so crowded, so competitive, but

the buyers didn't seem to mind. what a stretch this one is. if things are so bad, why did barclays upgrade cirrus logic, the sound system for apple devices while j and p is pushing sky works, huge percentage of the share within the iphone. why did gene munster from piper, key apple analyst, say there's basically an iphone shortage for the holidays because of demand. three solid pieces about the largest company in the world. but we're somehow supposed to ignore all that good news and take apple down because it's part of the s&p 500. and when the s&p 500 goes down, when oil goes down, apple has to go down. is that what should happen? cirrus rallied 22%. courtesy of more iphone orders. sky works booked with iphone orders. apple can't meet the demand. of course the oil drillers are in trouble. what do we do with apple? sell sell sell sell sell sell sell sell sell. >> the things are so bad out there why did restaurant chain bob evans farm soar this morning

on the resignation of its ceo steve davis who many thought stood in the way of a breakup to split the company in a business like hillshire brand, the company that got the bid from tyson foods and a restaurant business on fire given how its locations dot interstates everywhere, not unlike cracker barrel. forget that, forget that. russia may not be able to pay its bills. of course, we sell sell sell sell sell. sell bob evans. it's directly linked to the ruble, isn't it? if things are bad why does honeywell, standing by their guidance forecast for more. i can't wait to take ceo david cote to task. i mean hasn't he been watching the tape about how his company is still on course for a big year? what a great opportunity this would have been to say the global growth picture is slip sliding away and he had to revise his view to the negative because i mean he must look at stocks. if things are so bad why is klaus kleinfeld the brilliant ceo of alcoa acquiring a german company that makes titanium aircraft parts.

a german company. europe is falling apart isn't it? he's buying it even though the whole lightweighting concept means so much less in an environment where jet fuel is cheaper. of course when i interviewed him he pointed out when oil goes down you get better growth in the airlines want to save as much money as possible anyway which is why they'll keep buying more planes more fuel efficient. if things are so bad what is j and p securities doing saying good things about twitter? the horrendously underperforming social media site. with challenged management. that show very little ability to monetize, more than 284 million monthly active users. what's the point of slapping a $49 price target on $36 stock. down more than 42% for the year. let twitter get hammered for heaven sake. if things are so bad out there,

why would oppenheimer tell us whole foods might have an upside surprise. isn't this the same whole foods that's been in a desperate fight over market share for ages. aren't its costs sky rocketing because of natural and organic produce. what's pfizer doing giving opco health $295 million up front royalty on its long acting human growth hormone formulation? is that just one of many reasons why the ceo keeps buying his own stock. if things are so bad why did morgan stanley go from hold to buy on oracle, the gigantic software company that reports on wednesday. take a darn rain check and wait until after the quarter give them what we know about venezuela, nigeria, goodrich petroleum. if things are so bad out there, why would citigroup bump its target from marriott the worldwide operator, just declare victory and move on. why tempt fate knowing some mid sized oil company might have to restructure its debt.

aren't there black swans landing in marriott pools worldwide. that's the truth. there actually is a there there so to speak, a real economy that could potentially be brought down by a contagion from the russian rubble. i'm sure even after everything you've learned in the last two decades about contagion there are banks and knucklehead mutual funds with u.s. ties that have exposure to the ruble because they're idiots. maybe they think it represents great value. putin calls angela merkel tomorrow and says i have to rethink this ukraine thing, let's be buddies, it's yours. a broader theme, if mineral prices are slumping and oil cascading as it did today and bond yields low there's a huge problem with global demand. i can only reiterate what klaus kleinfeld told me the chinese economy still remarkable, engine of growth and company doing well time to put more money to work building here and buying there. here's the bottom line.

allow me to propose a crazy idea. perhaps the answer is that things just aren't so bad. but the machines say it's bad. the ones that are linked from the oil futures to the s&p. and the machines are never wrong, right? never wrong until, of course, we come in one day and realize that oil is down a lot, the bankruptcies aren't that devastating and other countries run out of money to produce oil as we continue to do so. then maybe the machines will say, if things are so good, why are we selling? and at last the bottom will be put in. mark in california, mark? >> caller: howdy jim, how about a proud to be an american southern california booyah. >> total sentiments except i'm jersey. >> caller: according to your opinion what's the skinny on alibaba? >> well you know what, alibaba is a company that got too much hype going into singles day and that was the peak. i don't think that alibaba is expensive versus other internet

plays, but remember, wes also are dealing now with the chinese slow down that people are worried about. put it this way alibaba is resting. i don't think it's doing worse. i think it's resting. when a stock is resting, a lot of people get bored and other people they get scared. let's go to jerry in michigan. >> caller: hi, jim. boo-yah. >> boo-yah jerry. >> caller: i have a question for you. >> okay. >> caller: i first zoe tis at $36 and change and i just sold it today for 4 or $5 profit. i got a little squared because the market was shaking out. my question to you is, do you think that a pullback and if its does do you think it's a good time to get dragged in? >> it was ups because people feel there could be a takeover or something at work with the bill ackman and his pershing square fund. he did saber rattle. i think he did the right thing. i think the stock is up on the spike and when stocks are up.

>> sell sell sell. >> jim cramer's get rich carefully, spike is a good reason to sell stock. you did the right thing. if things are so bad then why is there so much good? when the machines finally recognize the positives, then and only then will there be a bottom. else we're going to be driven by the linkage. oil not done going down yet. testing the metal of aluminum giant alcoa. will a bet on aerospace take this company to new heights. i have the ceo. the biggest tax cut we've had in years but oil's decline is rattle the wider market. don't miss my take on when this insanity could stop. could honeywell put sweet gains in your pocket? i will ask the ceo about the company's plans for the new year. 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 madmoney @cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. we needed 30 new hires for our call center.

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i always said if you want to get a read on the global economy listen to alcoa, symbol aa, the company that gives you incredible insight into everything from aerospace to autos, trucks, commercial construction, packaging, even natural gas tur pine bins. for years alcoa has been transforming itself under klaus kleinfeld into an aluminum play and more of a diversified high value added aluminum products to the aerospace in auto industries. it announced the next step, the acquisition of the german company that makes components. on squawk on the street i told you it was a big deal. judging by the comments by honeywell and boeing, two other titans, well let's just say it maybe may be pressured. after an entire on squawk i had a chance to keep talking with klaus, alcoa's bankable chairman and ceo to take a deeper look at

the company. you take a look. >> klaus, you've been really just a remarkable transformer of a very old american company. what does the acquisition make alcoa look like in terms of just of commodity and proprietary, meaning worth a lot more than commodity. >> well, the acquisition was a small acquisition and the broader scheme of things. what it does is, it's titanium and aerospace and european based so it fits nicely into our strategy which is two pronged. on the one hand building out our lightweight material innovation power house which this fits into neatly and the other thing bringing down our commodity business on the cost curve of getting world class competitive business. let's not forget this is the second acquisition that we've done this year, smaller than the last one which got us right

strong doubling up the content in the jet engine and just closed that a couple weeks ago. we also are not letting go on the organic growth. i mean we -- this year alone, we have announced quite a number of expansions from -- in the aerospace. i mean ahumanium lithium, we have a new cast, a lot in the u.s. we have a new stretcher, building a new stretcher in davenport, expansion off hampton and other nice things happening there. >> now, you've also closed some plants that are expensive. i need to know whether alcoa is going to be one of the lowest cost producers of aluminum in the next couple years. since you came in used to be a high cost provider. seems like as you close the expensive ones and move into saudi arabia, that you should become one of the cheapest creators of aluminum in the world. >> well, that's what we're trying to.

let's not forget the upstream commodity business is not just aluminum. we're stronger had alumna, a better cost position already in the 30s quarter. we are strong, we have a strong position, we have a good energy position and we're strong when it comes to value on the commodity side which is the cast house. we just restructured the organization. you're right, our strategy has been simple. adding capacity with saudi arabia, lowest costs on the planet and the good news is, i mean we always said by the end of this year we will have not only the smelter running as well as the -- we will also have the refinery running producing alumna as we speak lowest costs. that's great. the strategy on the kind of existing assets followed a fixed close or sell situation. so i mean we fix our footprint in canada. we have a new energy contract which makes it more competitive. we closed quite a bit of capacity over 30% of the capacity we closed or curtailed and we just announced a sale of

some smelters that we don't feel and also a refinery we don't feel fits into our portfolio and fits the strategy. those were the two ones we just announced a couple weeks ago. >> one of the things that our viewers are fascinated by is 3d technology. i noticed in the tital release you talk about technology and 3d and how important this could be. what are they making 3d that is cutting edge and state of the art? >> we are not talking about 3d glasses. we're talking about 3d manufacturing, 3d advanced manufacturing. i would say, alcoa has a real leadership in our field. i mean, what we use it today for is, for instance, to cut down on the prototypes. what used to take about 18 to 24 months, we can do now literally in weeks. and that not only cuts the time down but the costs down substantially. we're just seeing the beginning

of what we can do here. this is a very important technology and we are investing very strongly in it. i think we are pretty cutting edge in this field and also now, with more multimaterial capabilities this allows us to expand aluminum tie tainium. we're strong in nickel and super alloys we moved into a powder super alloy. very nice range of different materials for different applications. >> klaus, you have made this company into a company that's a lightweighting company, meaning taking share away from other mineral, from steel, say. as oil comes down i know that is good for the world's gross domestic product, but isn't some of the lightweighting in jeopardy because people do not have to care as much about how heavy things are, because gasoline has come down so much in price? >> first of all, two things really. i mean one thing is, who can predict where it's going to go.

first of all who would have thought it would ever come down like this and who would predict today it's not going to go up to similar levels than we saw before. it's very hard to predict. secondly no matter where the price is, if you consume less, you pay less. so the savings are still there, you know. and thirdly, there is an environmental aspect which kind of counts. we saw that we just signed the administration just signed a deal with china. some countries this is more essential in the economic policy than anything else. the whole environmental aspect. you know, so we very strongly believe in that. actually, i mean i don't know whether you saw the release that we put out about roughly a week ago, we looked also in finding some materials, not just on the lightweighting side but crack the code. usually the code was, if you wanted stronger, it meant heavier and less formidable. we said we looked at automotive and said wouldn't it be great if you can get stronger and later and more formable. when we came up with material like that, twice as formable and

30% lighter, than even high strength steel, we actually found a new technology for this which we coined the micro mill. the micro mill making this from hot, from hot metal into rolled coil in what used to take 20 days, now in less than 20 minutes. this is nothing short of revolutionary. that's kind of the stuff that we are doing and that's what gives me the confidence that we are on a very, very good course here. >> well, i want to thank you, klaus kleinfeld, chairman and ceo of alcoa on this important acquisition and the reconstitution of a great old american company. >> thank you, jim. >> coming up, oil insanity? the market's on a wild roller coaster ride, as crude continues to slip. but will black gold keep tarnishing the bigger picture. cramer is helping you fuel your future, next.

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let me give you the issue with this market in a nutshell. it would make every bit as much sense for the s&p 500 futures to go higher when oil goes down rather than go lower as seems to play out every day now. it's incredibly difficult to get our arms around something that's so bullish and so positive for the u.s. economy. yet, it's regarded as being so

bearish and negative for u.s. stocks. think about it, i mean, really, you have to be out of your mind to believe it's terrible that we're all going to pay much less at the pump or for heating bills for those who still use oil to go down and the same goes for our industrials which need oil to make things and send them all over the world. you have to be beyond stupid to wonder how something that puts so much more money into people's pockets could take so many stocks down when it occurs. it's like when i talked to klaus kleinfeld the ceo of alcoa this morning, and he had to remind me how positive cheaper oil is for global growth and how it could possibly -- he was kind of like chuckling at it. as oil goes down it's the quiv lenchts of a stimulus package where the government sends you a check for thousands of dollars and it goes into your wallet. thing about this stimulus versus the special interest stimulus package of $787 billion that

president obama signed into law february 17th, 20009 three weeks before the bottom of the great recession bear market. investors loved that package they laughed it up for the goodies, infrastructure, health care, renewable energy, so-called shovel ready infrastructure products weren't at all. the checks were hogged by the teachers union, the health care money can't be found. don't know where it went. and the renewable energy stimulus was totally misdirected plus all done with borrowed money and only led to tax increases for the rich and middle class. as economic stimulus goes the american recovery and reinvestment act of 2009 was a lousy piece of legislation. and the stock market loved it. now, though, we have a total transference of wealth chiefly from opec nations to the developed world of which our country is the biggest beneficiary. they're a pain which we could care less about so our gain which is a question why our stock market isn't soaring every day given the positives from the

stimulus like oil being back to 55 without borrowed money now and taxes later. we have the ability to add a surcharge to gasoline that would actually go to rebuilding all the roads and bridges trashed by the various storms and cat strofy visited upon the backbone of america. the amount of equipment, the employment of the huge work force is something we can only dream about but it could be a reality if there was common sense in washington. perhaps the most puzzling element of the stock market going down rather than up is that the vast majority, not the majority, vast majority of the companies in the s&p 500 will have their estimates bumped higher thanks to the decline in oil. marginal companies that will fail can restructure their debt or be bought by larger companies, lower costs, drill more, whatever. sure the holders of high yield bonds from the companies will get hurt but the holders of almost anything else can do better. we're seeing a wholesale decline in all the raw costs we use to make things which drives manufacturing profits higher. it doesn't matter, though. the sophisticated hedge funds

know only that there will be a lot of pain before the gain. the overstretched countries that blow up like russia always mentioned, companies with debt ridden balance sheets like petrobras. it's all bad in brazil and russia, could be terrible in venezuela, iran, even mexico. we deal with this oil and s&p and wait until stocks are so low they're no longer impacted by oil. only then will this madness end and sanity come back into play. how about we go to dennis in new jersey. >> caller: big merry christmas happy new year boo-yah, jim. >> totally on board. what's happening? >> caller: thanks for taking my call professor cramer. i have a [ inaudible ]. get back it even for the second time what do you think? >> after the last few get back to even in oil i agree or why

did you think tobacco was as good as a starter. >> caller: how do you feel about chesapeake? when they sold their properties to southwest energy, you thought that -- you said that southwest energy got a better deal out of it. now the price of crude and everything, stocks are going dow down. >> i have to tell you in the end it comes down to debt. whoever has the most debt and doesn't have the cash flow is getting hurt. i mean, it didn't matter who got the better end of the deal. these companies have a lot of debt and that's regarded as being negative right now. given the fact that energy is going down in price. how about ron in kansas, please. ron? >> caller: hey, big boo-yah from kansas, jim. >> nice. good to have someone from kansas. always watch you guys. always on either basketball or football. i like that. what's up. >> caller: that's it. jayhawks. okay. kind of wondering about apache oil, apa. kind of bought some a little bit about 70 a month or so ago and wondering if i ought to pick some up as it's going down. >> apache made good moves which

raised a lot of cash but they needed to do that which is not good. i continue to think that oil goes lower. we did a big takeout, we've done a bunch of takeouts off the charts about how oil goes lower. the charters have been right. the demand is not there and the supply is there. i don't want to buy more oil stocks. lower oil means lower stocks. hey i know it doesn't make sense. we have to deal with the lunasy until the stocks are so low and they aren't impacted anymore and don't go down when futures go down. much more including a global insight from an industrial power house. how did honeywell buck the trend for most of today's trade. a company at the center of two hot trends when cloud computing and health care reform collide. can you cash in? buckle your seat belt and bust out the thing you use to text. give me a call. i'm answering your questions. rapid fire in the lightning round.

so how are things looking for 2015? that's the big question we need to be asking as we head into the new year. we're consult something of the best widest reaching companies around to get answers. companies like cramer fave

honeywell. the diversified company that makes aerospace component energy saving climate control systems security equipment, turbo chargers that boost gas mileage and refining catalysts that allow refineries to get more gasoline out of a given barrel of crude. no wonder the price of oil keeps falling. this morning honeywell gave its forecast for 2015, slightly lower than revenue guidance, the numbers solid enough the stock was flat. let's take a look with dave cote chairman and ceo of honeywell and one of my 21 bankable ceos who get rich carefully and find out where the company is headed. welcome back to "mad money." >> always love to see you. >> have a seat. i have to tell you, you were a beacon within gloom a lot of people are talking about europe starting to go down. you had eurozone plus maybe for 2015. lot of people worry about latin america and brazil. you have that positive. united states may not be that good because of all the pressure around the globe.

you're not like that. why cab you not be so gloomy like the rest of us? >> well the part i find interesting is so i'm not as gloomy say as some of the others, but it still gets referred to as in line guidance when i have 4% organic sales growth, 8 to 12% earnings per share growth without counting on a buyback operating earnings i think that's pretty darn good. >> i thought it was great. >> everybody expects it, they say it's in line. well, no, this is actually pretty good relative to evers else. >> and i know that you had an ample opportunity to shade things down and you chose not to. >> well, i'm a big believer in that you make big commitments and beat them. >> right. >> and that's what we tried to do and i think that's why the company has performed so well. >> but you're not worried about, for instance, russia hiked rates to 17%. it's obvious there's this problem in europe. you weren't that negative about europe. >> here's the -- i think the difference is, i was never that positive on europe to begin with. >> that's very true. >> so from the beginning, i said this is five years ago. i was saying, they're going to

have a japanese decade and that's the way that we're going to plan for it. just zero to 1% growth because they're not doing the stuff they need to. they've got the central bank trying to, but the governments are not. >> and that's kind of the way it's working. we planned for it that way. we've been careful about cost position and as a result of that we're kind of getting what we planned for. we were never kind, had high expectations we had to bring down. as you know with brazil and russia i was always nervous about those, made me queasy because while they had good oil and gas didn't see them making the changes to their system that they needed to. their social systems and the things they need to do to build trust in their institutions. they weren't doing. we never bet big on those and not going to get burned by those. >> uniquely recognize every hot spot congratulations to you. you did really good. >> thank you. >> thank you. >> there was a chart in your deck impact of oil price declines a lot of people say wait a second, they do big aerospace but if jet fuel comes

down people won't get new planes, maybe refineries aren't so good, resins and chemicals, when i looked at the impacts there were more chex to the positive than negative. how is that possible? >> i'm not quite sure how we've gotten ourselves to a point where we think that high oil prices are a good thing. >> thank you. thank you. a real business person says what everybody's thinking but the market says no to. >> so i don't quite get that one. so we're finally -- and you've always heard me say what benefits honeywell is the highest oil price you can get. that doesn't damage the gdp. >> right. >> 100 bucks, 110 bucks was a drag on gdp. >> gdp. >> and gdp growth matters. >> yes. >> so overall, yes, we could get hit a little bit on the upstream side for oil. just because they found more than they -- than we need. and pumping more. at the end of the day, we have a small position there. what we really have is a lot more on the mid and downstream stuff. think of it as the refined

products. >> right. >> if gdp is doing better, there's more demand for refined products. >> right. >> which is good for mid and downstream stuff. from an oil standpoint i think we're good. when it comes to aviation and energy efficiency, they were making these decisions on these planes, back when oil was 50 and 60 bucks a barrel. >> right. that's right. that's right. >> right. >> i think that it's just funny how convoluted and upside down we can get things sometimes. i've been viewing this as oil prices coming down, more money in consumers' products around the world, good for europe and for the u.s., and this should -- this is a good phenomena. >> that's the case there's a moment in your q&a. >> yeah. >> where someone said dave why aren't you buying back more stock. and you said you thought m&a might be a better opportunity here. >> well as you know i've always generally been an m&a fan if you you've turned it into a process and you're good at it. and i think too often companies have done m&a in the past and it's not an exercised muscle.

if it's not, there's a good chance you'll make mistakes because you're doing stuff for the first time and if it's of anything of consequence you will have a problem with it. well we've done 80 acquisitions or so in the past ten years, added about 8, $10 billion in sales, more like $12 billion in sales for us overall. we've done about 8 to $9 billion of dispositions. 50 transactions. we do a lot of this. and we have a rigorous process that i absolutely adhere to even today in my 13th year and my guys would tell you, it scare nose death we're going to make a mistake. i treat every single one of them that way. me and my whole team. so i just think that's a great place for us to add value for our investors. >> tonight -- >> that doesn't mean i'm saying no buyback. >> tonight mcnerney a man you respect, boosted boeing's different depds by 25%. really a sign of confidence of aerospace. klaus kleinfeld doubling down on

aerospace. this cycle is so often misinterpreted, right? people keep saying the cycle has to end. they keep saying the auto cycle has to end. you're not saying that about either. >> yeah. i'm not. i don't know about industry specific cycles but i would say i'm not one of the guys who thinks a recession is around the corner. in fact, i think the -- as we look at the history of recoveries that this is a recovery that could go on for a long time because we've never really from the worst recession in 80 years, we never had that big bang recovery where, you know, you blowing the doors off everything and people are having 30% earnings increases because sales are up 15%. >> right. >> that hasn't happened. we've all been sitting here going, okay, you know, we hope for 3% organic growth this year, we hope for 4% organic growth. i don't think we've had that boom that followed an unbelievable bust and as a result of that, i think you can get extended longer. >> your numbers were terrific today and i think -- >> thanks. >> down day when before we knew

it was a down day the stock was indicated $2 higher. >> was it really. >> i didn't see that. >> that's wonderful to hear. >> dave cote, chairman and ceo of honeywell hom one of my absolute favorite stocks. "mad money" is back after a break. tomorrow kick off the trading day with squawk on the street. live from post nine at the nyse. >> it was like $1,500, dayton, ohio. get in the car. drive all night. >> it all starts at 9:00 a.m. eastern ♪ ♪ my baby drove up in a brand new cadillac. ♪ ♪ my baby drove up in a brand new cadillac. ♪ ♪ look here, daddy, i'm never coming back... ♪ discover the new spirit of cadillac and the best offers of the season.

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it is time. it's time for the lightning round. [ inaudible ] the caller stock question, [ inaudible ]. play the sound and then the round is over. are you ready. time for the lightning round. jeff in pennsylvania, jeff. >> caller: boo-yah jim. >> boo-yah jeff. >> caller: i read an art recently that implied that if hank greenberg wins his lawsuit aig would be on the hook for

settlement or judgment. i wanted you to comment. >> it would be more of the government. that has kept a lid on the stock. we own it for the travel trust. as long as that thing is out there, people will think there's going to be a big hit to aig. i do not think that's the case but plenty disagle with me. larry in ohio. larry. >> caller: a big hanukkah boo-yah to you. >> why not. i'm loving the new song. what's going on? >> caller: i want your take on ambrela the brains behind gopro. >> everyone is just worried about the gopro secondary which, therefore, they think will bring the stock down translates into the negative numbers for them. i think you ought to keep it right until we see how much stock is sold on the secondary. mike in maryland. >> caller: boo-yah, jim. >> boo-yah. >> caller: [ inaudible ] corporation, mtc. >> a new -- everybody is now turning on their refiners. why? because they believe that there's a lot of international refining capacity which has opened up to squeeze the

margins. i say you have to stay away until that is debunked. i don't want to get ahead of the negative story. go to georgina in new jersey. >> caller: hi, jim. how are you? big boo-yah to you. >> i am good. >> so what's going on? >> caller: first of all want to tell you i love love love your show and i learn so much. so much. >> thank you. >> caller: infinity pharmaceutical. >> all right. stock took a big hit today and i don't know why. so therefore i'm not going to tell you that oh, i think it's some sort of jitters. let me go work and then i will come back like on friday when we had the homework on the biotechs. todd in north carolina. >> caller: boo-yah, coach cramer. >> buy ya. >> caller: sorry about the eagles. >> yeah. >> caller: question, what are you going to do, right? >> maybe suit up as quarterback. >> caller: i don't know, but hey, looking to buy white wave, good price under 34? >> i like white wave, buy half

now and let it come in. the market looks ugly. piecer in arizona. >> caller: hello, thank you for taking my call. my stock is rgr. >> i'm not a crazy -- look, i have said that if you want to be, you know -- that i liked -- i liked it's taer. we took the trade taser. taser comes down that's the one we'll be in. lee in oklahoma. >> caller: hi, jim. this is lee. i am calling about mmp, magellan mid stream hit by the drop in oil prices but not suffered anywhere near. >> no. it's been the best one in the group frankly because mike is so good. that said we're going to need yield support and wait until this comes down more but this is a good one to own because they are not that as exposed. everybody has a little exposure, little tifts going on at jim cramer on twitter we had no tif, not saying there's no exposure. to austin.

>> caller: hey, jim. boo-yah to you. >> oh, man i'll take a houston boo-yah right back, dallas boo-yah would have been hard to phantom, what's up? >> caller: your opinion on weatherford international. >> you know what. >> >> caller: stock down big. >> i was doing work on them this weekend, oil service companies have further to fall. some including this one have exceeded where i think the downside is but people have given up and i want that stock to go lower and that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. in this accident...

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s this year we were inundated which the flood of ipos which turned out to be dangerous, surging through the roof on the first day of trading, only to get crushed in matter of months. buried within these doeses we had high quality companies, like tnet, the human resources outsourcing company that came public in late march near the peak of the ipo bubble at $16 a share, surged 19% on the first day, closed above 19. more importantly since then the stock has continued to climb. rallying to $30 and change as of today. 37% gains since we spoke to the ceo on may 13th. trinet for those who don't know or remember a professional employer organization. . the second largest in the u.s. helps small and medium sized businesses get better pricing for their employee plans, health

insurance, something ever more important now that obama care requires every company with more than 50 employees to provide workers with health care. it allows entrepreneurs to outsource the time consuming paperwork they can focus on running their business on top of that the company has a cloud based platform that provides human resources management software but unlike cloud stocks trinet has a reasonable valuation. don't take it from me. let's talk with burton goldfield the president and ceo of trinet group to learn about his company and prospects. welcome back to "mad money." how are you? >> thank you very much, jim. great to be here. >> we're hearing and seeing employment numbers that are strong. >> yes. >> a lot is people adding people to companies but seems to me we're getting business formation. give us a read. i think that judging by the fact that you say 27 million companies could be targets for you, what do you see? >> i am seeing an energy and vibrancy around small businesses in america like never before. so forget what you read in the papers, small businesses are

curing cancer, cleaning the waters and building great products. >> why is it? what's changed? >> you know what there's an amazing amount of entrepreneurs saying we're going to solve these problems in spite of the affordable care act, in spite of the legal and regulatory environment. we need help but we will get it done. >> you talk in a great transcript, you talk, listen, who we're now, not the flower store i walked by. you're more complicated enterprises but you have a three different tiers of service. one of them is just blue you called it blue and gray collar. >> blue and gray collar, hospitality industry is booming, over 30,000 new jobs before the end of the year what is we project. we're seeing great growth across all of our industries and our soi product does a phenomenal job -- >> that's the one -- >> yeah. >> poppy's louisiana kitchen. >> absolutely. >> i'm opening all over the country but each state is different. >> yes. >> so they go to you because they don't want to have a state by state human resources? >> we're their hr department and

since i saw you last time we are the hr department for 10,000 companies in the u.s. so we cross the 10,000 mark. >> right. >> as regulations become more complex, they come to us. >> i got it. now i was with my sister in philadelphia because you and i are from philadelphia, similar area, and saw a trinet billboard and said okay, what is burton get with that trinet billboard? is that a name recognition? >> over 50% of our business is referrals. the name recognition is important. our name doesn't come up whether you're using us or not doesn't generally come up in cocktail conversation. when we have a billboard, people talk about us. when they talk about us, they refer us. >> okay. . pretty simple business model. now, this top tier, the law firm hedge fund. >> yes. >> is that for -- why do they go to you? they are concerned that they might violate a rule? our ambrose product is simply amazing. it is for hedge funds, legal firms, and other organizations

that want white glove service, they want great benefits, and they don't want to deal with the issues around payroll and benefits. we do that for them. and they have great employees that are the core of their business. >> are the people coming to you in the third tier because they're afraid of the government? >> you know, the affordable care act has been a driver. >> it's hard. >> it's hard and guess what it's about this year. it's not about the benefits. it's about figuring out who is full time and part time. >> right. >> it's more about time and attendance. i need to know according to the affordable care act how many of my employees are equal if fide for benefits and how many are not. we start by putting a time and attendance system in and then talk about the bronze plans and other medical plans that they may offer to their employees. >> okay. i suddenly understand that because you have a lot in here which you said hr -- last question because i have to get it in, hr is suddenly cool? >> hr is suddenly cool. i go to parties, and now people want to talk to me.

>> because it's so hard. >> so hard. so finally, i can be a star at a party because of hr. >> i always ask because i have a restaurant and i always want to know am i in trouble. we're the flower shop. we're not -- your kind of customers. >> i got it. >> listen, trinet's president and ceo, trinet has been the only big winner of all of those ipos. and it's funny because it wasn't the red hottest one. it was the most consistent one. that's what you want to stick with and stick with cramer. >> mr. cramer, absolutely love the show. >> we really appreciate you out there man. >> boo-yah to my kids in elementary school learning from you. >> boo-yah. >> 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 away in the market. i just want to thank you for looking out for the regular guys out there. >> great to hear yours joys and know that you're there for us. >> from our family to yours, happy holidays, creigh mer ka. z. . .

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at a special site for tv viewers; go to ziprecruiter.com/offer2. at a special site for tv viewers; dave, i'm sorry to interrupt... i gotta take a sick day tomorrow. dads don't take sick days, dads take nyquil. the nighttime, sniffling, sneezing, coughing, aching, fever, best sleep with a cold, medicine. after the bell boeing 25% dividend boost. what a vote of confidence in the aerospace cycle. also, verifone told you to wait for that one it reported the good quarter. the guidance wasn't great, don't worry about the guidance. 2015 because of a change in securities is going to be a good year for verifone. don't sell, in fact do some buying. i like to say there's always a bull market somewhere and i promise to try to find it just

for you ob "mad money." i'm jim cramer. i will see you tomorrow! >> tonight on the profit... i go inside worldwide trailers, a custom trailer manufacturer in tampa, florida. and so is this essentially a commercial kitchen? >> yep. >> that's your serving area. >> co-owners struggle to work together after their nasty breakup. >> you're a pathological liar, is the way i look at it. >> i can't work with you. >> i have my work cut out for me. for me, it's all about business. >> none of it would've-- should've been anything except for business. >> i need to put the controls in place... my name isn't going on this if it looks like this. there's no way. >> we do track our money. >> but no, you don't track your money. and make sure these bitter rivals can work together. >> yeah, you got that right! >> my name is marcus lemonis, and i fix failing businesses. i don't know how you run your business this way. i make tough decisions.