thing to watch, going forward, yes or no? >> i think for volatility, that's the thing that could spoof markets as we get into the new year. >> dan, mike, carter, as always, thank you for taking it easy on me and might go my job easier. for more "options action," go to "options . my mission is simple, to make you money. i'm here to level the playing foeld for all investors. there's always a bull market summer and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome. if you want to make friends, i'm trying to make you money. my job is not just to entertain but to educate and teach you, call me or tweet me@jimcramer. let's stay focused, people. the market took a breeger, dow dipping nine points.

nasdaq 3.6. more important, i'm seeing a level of sloppiness that is astounding. i want it stopped and stopped now. case in point, this morning honeywell laid out its plan for 2017, almost instantly traders dumped the stock, down 10 points. 10 points for one of our finest industrials? why? because the company indicated its earnings might come in at the low end of the range butness big industrials trade on what is known as organic growth. how much more they're getting out of existing businesses before acquisitions are taken into account. in the buried headline of the announcement, they said they would generator beganic growth up 1% to 3%. you only needed to do two things before you took action. first, remember ceo most recent appearance on "mad money" where he reminded us historically this company tends to be conservative about earnings forecast. sec, look up the organic growth in the previous quarter. it happened to be minus 3%.

in other words honeywell guided up on the key metric, not down. ♪ hallelujah >> when the stock was off 10 this morning i was jumping arnold telling anybody this was it, they got it wrong. you got to get in. when i did the call on the squak box i urged them. honey well was up a buck. that means people are taking action without doing any thought, no homework. plus, as crazy as it sounds, they're itching to get out. sell, sell, sell, sell. >> of industrials on any bad news, even when the bad news is actually good news. just because we've had a good run, it doesn't mean we stop doing homework. do not be a misinformed miscreant. i'm begging you, take a few moments to do thinking before you take action. >> sell, sell, sell. >> now back to our regularly scheduled game plan for next week on. monday we have from an excellent homebuilder with a stock down

11% for a year. we saw weak housing numbers today. i'm concerned about housing given the jump in interest rate. that's why they're down so much. i don't know if the company did do anything to turn its stock around, but i bet ceo stuart miller will layout a case how the lenar can be a winner under trump administration plan for lower taxes and deregulation. i know homebuilders are not supposed to be bought during a rate tightening cycle like we're in now, but i say maybe keep an open mind here. we have car max, a lots of people fretting about auto debt. they're worried because as i remind people, they're falling on their car -- this is why they're too worried, falling on your car means your job. i'm not concerned about the huge sub prime debt for cars but many people are. in real like i think they would rather devalue their home than their car. car max, i'm bowing to the

wishes of those who say, jim, this is the next big scare out there. we hear from carnival. the cruise line. i've been waiting for a company like this one to talk about how bookings have been since election. remember when gary kelly said they got better? i bet they'll tell a similar story. i saw a downgrade of the parent of olive garden. they say that the stock is up 15% since election and basically incorporates too much hope. what happens if darden raises numbers because more people are dining out again? stranger things have happened. i'm not a seller. here is one to get ready for, gis, general mills. there's been a ton of talk about a looming shortfall because of yogurt sales. it is a smart company with a stock that has frequently gone down after any kind of report, but general mills because a buy, buy, buy, especially when it yields more than it currently pays you. we will take a look at reports and make a judgment.

speaking of prep for a fall, we have three notes today in the lower -- excuse me, in the last 24 hours predicting that nike will probably have a shortfall when it reports tuesday after the close. nike, the shoe company, a power company. this will be an interesting test. why? because sometimes when so many are looking for a shortfall, you can get a boomerang like we did with cramer fade lemon. however, i suggest you wait until nike reports and if it is weak here is the way you do it. foot locker probably will go down, and i buy the stock of that foot locker. pull that trigger. why? because if nike misses it could be good for foot locker as long as the shortfall is caused by price competition. that would mean more shoes gets sold which is fantastic for the shock of foot locker. want big? how about when fedex reports. i think we'll learn a ton about how consumers behaving this holiday season and worldwide commerce. ceo economist by background, news say the ripple is here,

what we would call the pin action. both ups and amazon. there was a note out from the boss talking about how weak the coming nordstrom quarter might be because the company is saying this is the worst bull environment since 1972. most of you weren't born by then. hole smokes, that's saying something. beware the department store, okay. or at least the department store stock which got hammered today off of boston's note. if nordstrom is hurting and stock fell nine percent today, do you think they will be alone? it is a good company. wednesday morning we hear from accenture. it is actually acn. there might be an opportunity here. this stock has run mildly since last quarter, and i do expect some profiting. that's been a bit of a pattern. in that case i may be out here screaming for you to buy them, what a great consulting company, especially if it continues to decline as it did. tech kind of rolled over today.

here is one i adore and i think it is not too late to buy on monday morning, actually. paychecks. many steered clear can multiple times because they wanted to wait until the fed started raising rates and they could make more money off the flow, meaning the cash they're sitting on when paid by clients and when they pay the employees. in other words the analysts were waiting to upgrade until we got a tightening cycle like the one we're kwarking i on. small business hiring might be on the verge of accelerating in an environment of deregulation that we expect under the trump regime. paychecks. >> trump stock. >> close of total wednesday cramer fade, wow, this is -- what can i tell you? i've been liking this stock for a whiechlt i'm talking about new, new is the symbol. in records i think we see an excellent number thanks to strong conductor sales. i have a cool idea when it comes to micron.

they are buying ahead of the bed, bath and beyond. i think we'll get a better than expected number. people been playing this game for two years. laltly buyers have been coming in, drawing a line in the sand, this quarter is last one, last bad. count me out. thursday morning we hear from rite aid. i'm hoping they will tell us they satisfied the federal trade commission by selling however many locations it takes to get permission for this company to be acquired by walgreens. this thing has gone on too long but the stock is trading like it is going to happen next week. then after the close the uber trump stock, i'm talking about three square -- >> trump stock, trump stock, trump stock. >> reports, this is the company that merged with principle competitor. a story about job growth and merger synergies. finally on friday we get new home sales. i think our read from lenar would tell us about the number

but would be great to get some verification about the higher interest rates having derailed this part of the economy. i think housing is still on track but let's see what the numbers say. bottom line, next week is holiday time which often produces great performance. i wouldn't be surprised if it does so again. let's go to janet in washington. >> caller: hi, jim. happy holidays to you. >> same to you, jim. >> caller: expedia, is it good for at least a year or two? is the price good now? >> i think management -- janet, i think management of expedia is absolutely super. i have been recommending this stock for ages and can't back up the truck because we don't do that. i do think expedia has a multi-year growth path. by the way i like price line too. they have new ceo. robert in florida. robert. >> caller: how you doing, jim? thank you so much. >> i'm having a great time. it is chester's birthday, happy

50th. we'll check in later. that's another network, but he's still one of ours. go ahead. >> caller: first of all, thank you for all of your teaching. i can't tell you how valuable it is. it is unbelievable. >> thank you. >> caller: the question i have tonight is on gd. i grew up with infrastructure stock about -- about a month ago and it really hasn't done anything. kind of straight lining. any suggestions what we should do or not? >> i got to tell you, it is like watching paint dry, no insult to sher win williams who makes good paint. i got to tell you, i wish it would break out of the range. sometimes i get frustrated because it sits there, 31, 31, 31. but you know what it is in the end? >> trump stock, trump stock, trump stock. >> finally i think you can break out. i have a feeling the market will give us holiday cheer next week. let's stay focused, cramer again. tonight, there's a major merger i think brewing in a space nobody is thinking about. at least i have. a few significant transactions

to transform the sector. i have one more to add to the list of potential get-togethers. you don't want to miss this idea. then you know what i say? there's always a bull market somewhere, but right now -- >> trump stock. >> -- rally has sparked the nearly -- there's bull markets all over the place. so much of the market flying, i'm pointing out plays moving higher regardless of the next okay panlt of the white house. >> trump free zone. >> and shares are up 60% to date. a company you never have heard of, i'll reveal it. stick with cramer. ♪ >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? send him an e-mail to cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to mat money.com cnbc.com. ♪ money.com cnbc.com.

♪ money.com cnbc.com. ♪ dmoney.com cnbc.com. ♪ cnbc.com. ♪ cnbc.com. ♪ nbc.com. ♪ cnbc.com. ♪ take one.

directv now. stream all your entertainment! anywhere! anytime! can we lose the 'all'. there's no cbs and we don't have a ton of sports. anywhere, any... let's lose the 'anywhere, anytime' too. you can't download on-the-go, there's no dvr, yada yada yada. stream some stuff! somewhere! sometimes! you totally nailed that buddy. simple. don't let directv now limit your entertainment. only xfinity gives you more to stream to any screen. ♪ lately we've seen a mass you have amount of consolidation in is semi conductor space, and these deals have been incredibly lucrative for shareholders.

made a fortune bying broad com last year, and last month they're doing another deal and napping up communications. western digital has been on fire ever since it acquired flash chip maker sandisk, because you heard last naim qualcom is purchasing semi conductor for a big premium, a deal i adore, one made possible by nxp's own ak railway situation last year. the list goes on and on. this wave of deals has been a huge positive for the broader industry, because when you take out a number of competitors the remaining companies get a big boost in their pricing power. plus many of the chip makers are riding powerful secular themes like the internet of things. most of these transactions make a ton of sense which is the fall off the semi conductor or stocks is up 30% to date. so who is next? tonight i'm putting on my investment banking hat and playing match maker. wow. the staff really does it up,

huh? i see the potential for another transformation deal that could create a semi conductor power house or groom. the $21 billion maker of memory chips, mostly drams and flash that's been rallying hard lately but needs to diversify into new n markets. the blushing bride? the $10 billion advance micro devices, amd. the maker of processors and high performance graphics chips including the refreshed play station four and the x box one. before i explain why i think it would be a good deal, let me give you background. both stocks on fire with micron up 50% to date and amd gaining an astonishing 280%. >> hallelujah. >> as the stock gained traction and escaped from low single digits where it was trading for years. while there are things to like about both companies, the fact is these were really relief rallies. micron had a terrible year in

2015, losing more than half of its value. amd was pretty much stagnant although it had come down more than 40% from its relative peek in july of 2014. in short, when the year began micron and amd were viewed as road kill. both companies struggling to find revenue growth or at least stop the revenue shrinkage. micron was killed by the strong dollar and faced brutal competition. plus, personal computers are the largest n market and a year ago the pc seemed like a doomed category. meanwhile, amd receives another flailing semi conductor play. hence wise their sales declined by 27.5% last year. and the company's gross margin, what it makes after cost of goods sold, plunged from 46% in 2010 down to 28% in 2015. but lately both stocks have made a remarkable comeback, in part because it looks reports of the

personal computer demise was widely overstated and the weakness in the category abated in the last few quarters. mean while, micron is facing less competition and amd's graphic chips is doing better than would have imagined a year ago thanks to the incredible bull market and nearly everything related to video games as we talk about constantly on the show. why do i think micron should swoop in and make a bid for amd? why should amd graciously accept? all right. when you look at all of the recent mergers in semi conductor space there's one common theme that unites them. in each case the acquirer buys the target to diversify in growing sectors. that's why i think they should buy up amd. the reason amd stock nearly quadrupled this year is the company successfully pivoted away from pcs and into other centers dramatically bolstering gaming business. each has a massive total

adjusted market, often see it mentioned in conference call. and video stock has been red hot because it is the leading maker of high end graphics chips you need to play the latest titles. this is really kind of a -- and amd inindividualous -- i want to say their only real competitor, lately they've rolled out comparable products to help take share, although i think there's more than enough room for both of these two players. in the data center, amd has been making headway with its zen line of server processors. no doubt named after me. the product's latest iteration which comes out next quarter could can rifle intel's chims. finally they got its close in the virtual reality by supplying chips. all of these efforts started to pay off for micron. after last year's hideous 27% revenue decline they've made a

comeback with sales growing and increasing by 23% in the third quarter. amd has accelerated revenue growth which is something wall street can't get enough about. semi conductor business is about scale. when you see sales rebound your margins do too which is how they're gross margins climbed to 31% in the last two quarters, leverage. this is a juicy business which is why i think it would make a terrific take over target for micron. they have too much exposure in personal computer, needs diverse kafgs and growth, given that their sales declined for six straight quarters and gross margin declined for seven. buy amd and fixes that. i like it so much. acquiring amd would show micron gets this. at one point they were a maker of mostly for personal computers and one d ram is pretty much the same. then micron got into flash memory heavily used in cellphones and tablets, but

cellphones have cooled off, and flash is still a commodity product to some degree, meaning they're at mercy of the competition, samsung, toshiba and san disk. if they decide to -- historically these semi conductor makers have been boom panned bust. they need to diversify into faster growing proprietary markets which amd would give them. amd doesn't want to sell, but after the stock, micron is still kwies the size of amd. amd is 4.5 billion in cash. amd is a $10 billion company. they could afford to pay a big premium for amd, pay in cash and stock and it would pop on the news because it would be so positive. here is the bottom line. i think the wave of consolidation in semi conductor space is far from over. they will try to mimic the best of the deals we've seen see far this they're smart by focusing

advanced micro devices in orldser to diversify in faster growing markets like gaming, data centers and virtual reality. bet it would pave the way for multi-year reality. there's so much more "mad money" it is amazing. >> including my take on the running of the business market. i'm having play was nothing to do with president-elect. as more companies connect to cloudy have one player banking off the trend, killing it, never heard of it. i will reveal the elusive speculative friday play for the cloud. wondering how the dow can make it to 20,000? let me give you a road map for companies that can take ltd over the threshold, although it is a tad facetious. are they in the portfolio? i would stick with creating.

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every night i come and tell you there's always a bull market somewhere. it is my job to find them for you. but right now we have a high quality problem. there are bulls all over the place. finding the bull market is not the issue here, it is picking among them. that's the rule problem. a lot of the bull markets might as well have donald trump's name stamped on them in gold letter. >> trump stock. >> ever since his surprise victory seems like everything is on fire, and you could argue pretty much any stock is a -- >> trump stock. >> because what company doesn't benefit from deregulation or lower taxes? however, with so much of the market flying it is worth remembering there are other reasons for stocks to go higher that don't necessarily have anything to do with the next occupant of the white house. i think it is worth getting some exposure to these -- >> trump free zones. >> yes, trump free bull markets, simply because you need to stay diversified. suppose a handful of republican senators provide to hold the president-elect's agenda hostage? you want stocks that can keep

powering higher while the proceed growth agenda the market loves is on hold. who is leading the charge in -- >> trump free zone. >> okay. consider the optical networking place. the company that makes components for fieb ore optic networks helping generate the data we burn through every day. some people think sienna, and others have been roaring of late. the reason, well, i'm sure tax reform gives an extra boost, but if you want an explanation for this rally it has everything to do with the fact that the optical play had a very impressive year, including a spectacular month of november. in other words their businesses are doing incredibly well, ergo their stocks are going higher. end of story. >> p bye-bye bye-bye. >> this run on the optical names represents the straightforward behavior becoming normal again in this environment where we see stocks going up because business could get good in 2017. why don't we drill down and give

this bull full inspection. for those not familiar with the group, what is optical networking? if you are trying to transmit information the most efficient way doing so is by using thin glass or plastic optical fibers that send signals in the form of pulses of light. it is way more efficient than using old school copper wire, and it can carry tens of thousands of times more data. these optical plays are the physical back bound of the internet as the amount of my traffic continues to soar higher they need to supply more components. in fact, the growth of traffic that the industry is rapidly transitioning itself toward what is known at 100 giga bit or 100 g networks, i'm from the old standard which was 40 gigs. and these are up to 10 times faster. verizon began rolling out 100 g optical gear in major metropolitan networks. according to the optical maker supplying them, verizon will be spending extra $600 million on

its deployment over the next few years. plus right now there's an arms race going on between the telecommunication providers. with each carrier trying to out do competitors in terms of offering customers the most band width, which means they need to keep up growing. not just here, china is rolling out 100 g networks with china pledging to spend 21 blt dollars to expand more broadband to remote part of the country. talk about a -- >> trump free zone! >> there's one more growth driver here and that's the growth of the data center. one thing about using cloud based software is you need to store it somewhere with ultra fast internet access, hens why they're upgrading to 100 g optical equipment too. they're riding a massive multi-year upgrade cycle that only just got started. how do you play it? some of these optical names are huge. i mean they're up so much it is like, i don't know, finsar, up

115% today. momentum is up 78%, clara is up 155%, rumored to be a take over target of finsar. the ipo that went public this spring is up 128% this year. even as it is pulled back nearly 50% from highs in recent months thanks to a secondary offering. the optical play that's lagged the group, interesting, ciena, up 112%, still better than s&p but represents major underperformance versus peers. this kicked off at the end of october, a much better than expected quarter. bizarrely, ciena pulled back that that day. infinera, another optical play reported sub par results. >> boo! >> talking about businesses, saw many different lines, carriers, broadband, wholesale customers not doing well.

it became clear that their proobls were their problems. it became clear that optical place with exposure to china and verizon buildout were in great place. owe clara's optical business up 22% and then it was that much. then they tried to keep the party going, reporting a huge bead on november 10th and reporting to robust demand but stock fell because it was a fresh faced ipo. still, the rest of the group roared on a case of terrific numbers because it showed the atmosphere is great. finally the cow de graw came wednesday when both reported. finisar gave you a flat out beef but ciena's numbers didn't seep impressive. still, the stock popped 15% on the anies because manager's conference call was so darn bull jury. cfo told us, for the full fiscal

year we continue to believe we have the strongest position in the industry and we believe this momentum will translate into a very strong year for ciena in 2017. >> hallelujah. >> buy, buy, buy. >> not bad. yet now all of the optical players reported it is clear the softest mention by infinera nobody is seeing or buying. the bill oud is major positive for ciena. china is an enormous opportunity. in short, the group is on fire. but perhaps best of all, these stocks all remain cheap. you know, someone said, carl was asking about the nasdaq 2000 and the craziness and whether it is happening again. look, think about these valuations. i just told you how good the story is. ciena and finisar traded 12 times next year's earnings. oclair trades at 15 times. owe casia after the heat is 18.

aside from ocasia stock ha has been in the dog house, i think you could buy any of the stock although in the leap frog market i think ciena has most room to play catch up. they're a buy here, people. the trump rally has been fabulous but we need stocks roaring just on their own, some stock for reasons that have nothing to do with president-elect, what we call a -- >> trump free zone. >> in your portfolio. and the optical component plays fit the bill. these stocks have powered higher over the last month, but this is just the beginning of a brand-new cycle right now, and i bet they have a lot more room to run. especially ciena. don't you periodically want to be in a -- >> trump free zone. >> alex in california. alex. >> caller: mr. cramer, how are you. how are you? >> i'm fine. what is happening with you? >> caller: my question is on the longevity of the optical stocks. most are up over 100%

year-to-date. how much higher can they go before we get into bubble territory. >> well, it depends -- >> caller: npn. >> i'm focused on the cheaper stocks in the group, focused on like ciena which is half of the valuation of that and yet i think gives you a lot more -- let's say i think it is less dangerous, right? i mean it is less risky. i don't want anything shocking me. joyce in texas. joyce. >> caller: hi, jim. i want to ask you about at&t. >> sure. >> caller: whether it is a buy or a hold. i did some research on it, jim, and i found there was two buys, three holds and six just neutral. >> right. okay. listen, joyce, that's an inexpensive stock. they didn't see fast growth. i like at&t. i am a -- call me a -- >> buy, buy, buy. >> buyer of at&t. all right. in a broad bull market like we had, it is key to find stocks

that are roaring for reasons just for diversification that are other than trump. >> trump free zone. >> that's the optical network. you can play, especially ciena. much more "mad money" including a play that's helping companies reach the cloud. i will tell you whether it is time to add the speculative stock just ahead. it is speculative friday. it seems like 20,000 is the magical number but how do we get there? i'll give you a road map on which stocks drive the dow forward. and thank heavens it's friday's edition of the lightning round. stick with cramer. >> trump free zone.

♪ please allow me to introduce you to the best performing stocks thauf 'never heard of. i'm talking about gtt communications. gtt, for you home gamers, a unique internet service provider i haven't talked about with a stock rallied 59% year-to-date. that's an incredible move, especially for such a little known company which is why i want to dig into the story to explain what has been driving them higher and why i think the speculative stock has more room to run. we have interviewed companies

trying to harness the cloud. we know more and more information are moving applications into data centers all over the world. we even profiled a dpata center trust this week. we going to the cloud saves a lot of money on expensive tech hardware it creates a problem. what is best way to connect to the cloud. we use our regular standard internet connections, many companies do the same thing. however even the best broadband networks weren't designed to handle this kind of trafb. the public internet is fine if you're trying to store your files in drop box, but a business probably shouldn't run mission critical operations to use the same internet access we use. the kind of connection you get can be temperamental. the public internet is kind of sub optimal. that's why many enterprises use what is known as private networks to ensure that their traffic is uninterrupted and

their data remains secure. basically this is a dedicated private line so that you can connect directly with your data centers without going through the public internet. it is pretty much essential if you rely on the cloud. here is the problem and tubt. only a few carriers can often truly global network solutions. that's where gtt communications come in. gtt runs a tier one ip network operating worldwide. if you are a you big multi-company that needs to use the cloud based software from amazon web services gtt lets you connect with amazon's data centers. many companies can set up a private ip network and they'll be happy to do it for you. what set's gtt apart is that they do things differently. unlike most of its competitors, gtt doesn't invest in costly fiber optic equipment. not buying components from cin or finsar.

instead they leases the bulk of its infrastructure from other carriers. they only buy thaen their own routing equipment and rent everything else. it allows the company to spend 3 pearls of the revenue on capital expenditures much lower than competitors which spend 15 to 30% on maintaining the infrastructure. this lean business model allows the company to operate worldwide without spending a fortune on hardware. they also have the only presence in the data center used by leading cloud. microsoft, ibm and amazon, which alieus their customers to connect to those services. that makes gtt morrell vant. why has the stock been on fire? look, cloud traffic is expected to grow and an astounding 191% clip for years to come, meaning huge need fournette working services. on top they have a smart business model, not the lean asset light element but also facts that 90% of the revenue is

recurring over and over again because most of the clients signed up for one to three year long contracts. i like the larger internet providers. gtt has less exposure to declining businesses. take the traditional telephone business nobody wants anymore, that's part of the reason they have a faster growth rate than most of its peers. the they increased by 35%. we don't have 35% growers. there's one more element that makes the growth possible. gtt communication is a serial acquirer. over the past five, six years they have made a host of smart acquisitions that transformed the company into a truly global operation with impressive reach. most recently gtt announced plans to acquire hiberni arks, a provider of high speed network services, they bought it for $590 million a month ago. this expands their cloud networking port knoll yo, giving them the lowest translate ensy. it is a bit of a departure for

gtt since they normally don't buy physical network structure, but the thinking is hibernia is worth it because its assets are so high quality and they can connect with new customers. it is the latest in a series of deals over the last few years. put it together and gtt financials look terrific. remember, the company has outstanding revenue growth and delivered a monster earnings beat last quarter, that's why stock jumped 11% when it reported a little over a month ago and it caught my eye. i said i have to do work on gtt, let everybody in on this because we don't see many jumps like that. the question is can it keep climbing? we don't care about the past but the future. on one hand the company plays in a crowded feeltd against serious competitors. however, the big income and telco providers like at&t and verizon are focused on large enterprise customers meaning gtt can pick up small and medium size businesses as clients. as ceo rick calder put it, when we talk about simplicity, speed

and agility i say it is the antithesis of dealing with a monopoly. we think we're a good challenger to those legacy firms and win a share of the business as we grow because they are focused on it things like content and mobile which is not the key drivers of our business. i like that. end quote. how about valuation? gtt trades roughly 97 times earning which makes it more expensive than -- not to say nothing of verizon 13 times earnings. that's okay. gtt has a faster growth rate than any competitors. long term their earnings are expected to expand at a 25% clip. when you look at the out years, remember the years in the future, say, let's say 2018, which is not that far from now pretty soon. gtt is expected to make 1.11 a share. let's put the arithmetic together there. it means it is selling for less than 25 times those numbers, a lot less pricey than seems at first glance. we have 28% multiple and 25%

growth. bottom line, gtt communication has become one of the best performing stocks you have never heard of by helping to connect companies with cloud via private networks. i bet gtt speculative stock still has a lot more room to run. >> bye-bye buy. >> "mad money" is back after the break. [engine revving] ♪ ♪ is it a force of nature? or a sales event? the season of audi sales event is here. audi will cover your first month's lease payment on select models during the season of audi sales event.

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♪ it is time, lightning round. lisa and then the lightning round is over. are you ready? lightning round question, starting with max in california. max. >> caller: oh, yeah, cramer. great show, never miss it. >> thank you. >> caller: my question is alcoa, here to stay -- >> we like arconic, a big position because that's where clause is. they are more modity and i do not want to know commodity makers, move too much. go to jim in illinois. jim. >> caller: boyah.

msa financial, hold on to it or sell it? >> you know what, see, that 10% yield and ip immediately got to throw the red flag. that's a challenge to that. let's go to jalil in texas. >> caller: hello again. thanks for taking my call. >> of course. >> caller: what do you think of global corporation? >> no, that one is i think too dicey. you know, i stand for the stock of slumber. taking another. chris in mass chews it. >> caller: thank you for taking my call, first time caller. >> of course. >> buy, tell or hold or mid american apartment communities. >> i'm not buying. i don't think they work. conclusion. lightning round. >> the lightning round is sponsored by td ameritrade. ♪ >> hey, jim, sending you an

early christmas booyah from the garden state. >> can't beat that. >> caller: professor cramer, you make learning interesting, fun and entertaining. thank you so much. >> thank you. >> caller: hello, jim, booyah from san antonio. >> hey, holy cow. when i join the crimson the editor in chief said you have to be more dignified. i don't have a middle name. sorry. >> are you afraid you missed out on the march dow -- 20 k, all right. getting it. these days people spend fortunes on cats and dogs, treating them like chirchlt we do too. they don't talk back, never ask you for money. you want to make guesses about the preferences of or moanal, emotionally sensitive and often disrespectful young people, i recommend to have children. it is just as fraught as owning teen power retailers but more rewarding. because, you know, what, they

grow up. hilt me again, it is like blackjack. the stock at the center of the debate -- >> i can't read a word of that. oh. what's with the dog-sized horse? i'm crazy stressed trying to figure out this complex trade so i brought in my comfort pony, warren, to help me deal. isn't that right warren? well, you could get support from thinkorswim's in-app chat. it lets you chat and share your screen directly with a live person right from the app, so you don't need a comfort pony. oh, so what about my motivational meerkat? in-app chat on thinkorswim. only at td ameritrade. this car is traveling over 200 miles per hour. to win, every millisecond matters. both on the track and thousands of miles away. with the help of at&t, red bull racing can share critical information about every inch of the car from virtually anywhere. brakes are getting warm. confirmed, daniel you need to cool your brakes. understood, brake bias back 2 clicks.

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♪ all right. let's play it. which companies can take us to the promised land, the dow 20,000? before i go through the indexes components let me say i think all of this hoopla about being so close to 20,000 is a little

silly. the truth is dow 20,000 means nothing other than a sign post that shows we're up more than 9% since election and we're about to hit a big round number. the percentage is out sized by the number is just a number. second, i feel like we're being drawn to this number lie zombies from the walking dead. i wish it didn't feel inevitable because they're strichg the valuations of too many stocks. third, doesn't it seem forced? honestly i prefer stocks do nothing for a bit which is why the breather today made me happy. we need to get rid of some of the momentum players. still, we recognize the swaggering logic behind the idea this level has been inevitable. to bow down for a moment to the dow 20,000 altar, here is a scenario that could get us there even as i have to tell you i think it is too optimistic. first off, we're only 150 points away. it is not just as easy to wave a wand and get the index to 20,000 as you might think. in the last few weeks many of the companies in the index given

an outlook that doesn't get you there or jive with it. ore they're -- >> not to drug stocks. >> think drug stocks or ham strung by strong dollar that could create shortfalls. with that in mind let's go through the most promising dow stocks to imagine to get us to this magnificent number that everybody keeps talking about. first, is disney. this one is not a -- i mean there's "star wars" rogue one which opened last night and blowing out the box office records. by the way, call continues to say it is worth seeing. i'm going. then you hear better theme park attendance, and then say something is going on there at espn. you hear that. throw in something else involving disney's $1 billion investment and, bam, the tech streaming service where ceo bob bowman stepped down. what does it do? take the stock to 110. next is dupont where ceo is working to get the company to

merge with dow chemical. one quick nod would get them from 80 to 75. even a whisper or word. third the home depot has been rallying since the disappoint inlast quarter and i think you could make a case it is two-thirds of a -- >> trump stock. >> since it benefits from lower corporate taxes and deregulation but not repatriation because it is mostly a domestic company. home depot has a lot going for it. stock is down nearly four bucks from 52 week high. a dearth of retail stores away from deregulation, means more construction. all they need to do is craft a story and off to the races for stock of home depot. fourth, it is easy to tell a compelling tale about ibm. trades at 20 versus times yerngs. 3.3. still better than ten year. ibm is moving aggressively into the cloud and people are talking about watson all the time. you analysts who sell or hold

who could upgrade end of the year, this one could travel 20 points in a heartbeat. fifth, united health doesn't need to do anything. as we saw today when the thing rallied for more than three bucks for no real reason whatsoever. somehow the stock market seized on this managed care player as the only real stable big cat name in the whole sector. assets have been too low. presumably unh can figure out how to be awinner once trump appeals or replaces the affordable care act. competitors have been busy taking their eye off the ball. yes, indeed, the whole stock in the whole healthcare group i would regard as -- >> trump stock. >> next people are starting to really itch to own walmart. they want -- they want walmart, real liquid. they don't have a reason to want walmart. i will admit looks like it will break out. next year could be jet.com, remember they bought that thing. walmart is the kind of thing you can say forever, hey, it is an investment year, they have to catch up to amazon eventually.

you can walk this bad boy up five smackers and no one will be screaming over valuation. market likes the cloud again, likes gaming and big data. marketing even seems to like personal computer. microsoft has all. you can pile in knowing it is a winner and on lower taxes. do you mind if i don't walk over and say trump stock? i'm fired. if 20,000 dow is in the cards, these are the stocks that will get us there. >> trump stock. >> thank you. but notice how many are based on stories, right? i mean it is what i just gave you, it is fansively, doesn't matter, people want dow 20,000. truth is i don't think we have the fundamental under pinnings to reach 20,000, at least next week. but this stories i outlined will are to get us there. stick with cramer.

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