we had sullivan, scott but you're back. if you like railroads, those choo-choos, got to like the people who fix the railroads and service the industries that would be trn. >> i'm melissa lee thanks for watching. "mad money" with jim cramer starts right now. watching see you back here tomorrow at 5:00 "mad money" with jim cramer starts right now my mission is simple, to make you money i'm here to level the playing field for all investors. there's always money somewhere, and i'm going to help you find it "mad money" starts now hello, i'm cramer. welcome to "mad money. other people want to make friends, i'm just trying to make you some money call me at 1-800-743 or tweet me@jim kramer.

last night incredibly smart man, david rubenstein, the co-ceo of the carlyle group said what he's worried about for the next two years is an unanticipated geopolitical event call me a worrywart, but i have a list of things that dog me really not much happened dow dipped 40 points, closed badly at the end of the day. i think it's worth going over my top ten worries as we head into 2018 before i give you the list, though, let me just say i'm not a big fan of the term, black swan the idea that something terrible and unexpected could be on the horizon. we have to be ready for anything a black swan is something you don't see coming

but we've got lots of things that can be anticipated. so let me tell you what i look at when i wake up. first, i'm very concerned about what's going to happen with the tax bill for the longest time i didn't really focus on the details because i didn't really think congress was capable of passing such a sweeping change in tax code well, i'm completely wrong instead is looks like congress is on the verge of passing a bill they've pretty much drafted the darn thing the night before the move but we know it'll lower corporate taxes. and the very least that'll spur more dividends, more buy backs, more spend on growth for example, home depot, while i liked everything they had to say about how they're taking market share and absolutely going to reinvest business if they get

the cash, home depot has a 36% tax rate it's almost entirely domestic. that rate should come down closer to 20%, and that would be fabulous this is why you had this gigantic rotation of the international oriented companies and a domestic like home depot i'm thrilled about this. but if this falls apart, i think you'll see a whole sale shift back to the internationals and you'll regret paying these prices for the fabulous stock for what is the fabulous company of home depot. we're going to have a real deep sell-off as much it looks like the sure thing, the process has been so slapdash, that i feel uncomfortable just assuming it'll go through at the same time a government shutdown is possible in the near future i'm worried. my second worry, i'm concerned there's no way north korea can be deterred from its missile

program, and the president of the united states seems like he won't take no for an answer. but nobody wants kim jong-un to have nuclear icbms but there's no way to take the nukes away from him without causing billions of casualties that i can come up with. i remember having to go into fall out shelters and do drills every week where i put my head into a cubby in case nuclear war broke out. i remember the sky being dark with bombers from the nearby air force base as planes ready to bomb we also for the potential for a new blow up in the middle east because president trump just recognized jerusalem as the capital of israel, antagonizing the region for no discernible purpose. remember put my politics aside,

i'm talking about stocks third, there's special prosecutor robert mueller's investigation into president trump and his ties to russia having lived through the impeachment of richard nixon, i know the stock markets in trouble if mueller finds anything that leads to an indictment of the president. you should be worried too. fourth i'm concerned about evaluation there are so many strategists who want to pull the plug at year end that i wouldn't be surprised if we get a beginning of the year sell-off all right, i know i'm going to get heckled by the sports and the skippers and the chiefs and the sparkies are going to come out and hurt me on twitter, but i am worried about currency especially bitcoin is it super investment craps must be like blue chips.

how about a slot machine, that must be be u.s. government currency i mean this is crazy this is some nonstock market related froth that i think could spill into our world bitcoin they want to profit it off it because that's what they do it's too big a story to ignore, and i think at this point it's no different from gambling, i'm not kidding. you guys are geniuses, but at a certain point the bubble could burst, and it's not going to be pretty even for stocks sixth, i'm concerned about the moment we stop wishing for rate hikes and we start getting afraid of them we're thrilled the bank stocks are running on it, but i've been through many tightening cycles in my time, and sooner or later we will come to dread the rate hike by the way, it happens ahead of the rate hike. it doesn't happen after.

seventh, i'm getting worried if there's any trust. the fact that companies are interested in buying other companies, but if the interest division is going too out of its way to make a deal, does that mean the golden age of the take over is coming to an end we don't want this i don't care all i'm saying if we're going to start enforcing anti-trust law this broadly, it'll take away one of the key props to the bull don't we want disney or a parent company to be able to buy fox? and mean yes if we're bulls. eighth, the loss of the state tax deduction is going to cause huge ripples throughout many important regions especially when it comes to housing it could be a major shock to the system that's being underestimated particularly if you're one of the other 47 states about to have a problem

i'm worried about health care for millions of americans. again, we're not being political. i just look at the bill. i think there's the reason why the dollar stores and wal-mart are doing particularly well. why? because the average worker is poorer than we believe and the health care system takes too much of their paycheck, and it's just getting worse again, not being political you know it's going to hurt all of us. that's a statement, that's a fact finally i'm concerned about cyberattacks now there are too many devices and records and internet and personal computers and storage and unmanned vehicle cars and whatever not to be worried if i didn't interview the ceos of many of these companies, i wouldn't be that worried but i do i talk to them off-line, online, whatever if something big hasn't happened already, it's shocking but when it does, i fear there will be major finance

consequences what industry will amazon destroy next what happens if china goes bust? what happens if we put tariffs up for china i gave you this list to develop worries yourself the only way to prevent them is by hammering out all of your concerns so you're prepared for your portfolio for everything. dave in new york >> booya, jimmy. i have a question for nucor. it looks like it breck out of that where and testing it like the last year. i wondered if you could confirm that's a good place for entry on that stock >> we scaled them back because

it's one of our biggest positions and we want to be ready if it drops down at all, but i've got to tell you you're dead right they just need to have a good quarter, and they haven't in a long time. vincent in new york. >> hi, there, jim. thanks for taking my call. i need some wisdom i bought some corning stock back in 2002. i was watching and it went sky high and when it started to go down, i had some money leftover from the house i sold, i thought i'd invest in it i bought it for like $70, which i felt was a good deal because when i was looking in the papers and stuff it was up to $300, which i can't find anywhere online now but now it's $30, had it for 15 years. >> don't sell it i remember those heydays, that's when we were doing glass fiber

everywhere now this company is in a major renaissance. i think cornings future is bright to sell it now would be a big mistake. sure, there are justifiable worries out there. i've got a whole list of them. but if you know them ahead of time, you are better prepared to ready your game plan in case any or all of them come true remember it's not political. i am talking about things that are just concerning. then it's a company that's behind everything from construction to movies to automobiles but one of 2017's just lost its momentum as of late don't forget it took down the whole cloud. and with more than 20 years in the business, i'm talking to panerra founder ron shake.

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a new kind of network designed to save you money. click, call or visit today. sometimes look at that new list and makes you think it's the old sesame street and one of these things is not like the other. if you told me the stocks would be at these levels a year ago right after the election, i would believe you. but a year ago people still believed we could still get a big instruct package well, it's concrete. there's no way in hell we're going to get a trillion dollar package from this congress especially on the heels of a trillion dollar tax cut. even trump's border wall seems like it would be a big project i know the wall's a big divisive issue, we can all agree it would

be big prototype up 24% for the year. and until today's modest pull back the stock has rallied 10 points over six straight trading days still, i'm a little confused the president and ceo of u.s. concrete, he has a better sense of what's happening with his company. welcome back >> good to see you, jim. thank you. >> these are amazing days, bill, because we did hope that washington was going to do the building you have gambled with every big project i find your name >> 56% of our projects are commercial industrial projects that have nothing to do with infrastructure spend or even to do with residential single family or multi-family housing so those parts of the economy in the areas we operate are very vibrant right now. >> so you are a dominant company in texas from what i can tell.

and if you had to ask me where a new headquarters was going, i look at the stuff you're building, and they're going there. >> it's not just campuses. it's hi-tech we've talked about that before all these major infrastructure projects they need to support these massive server buildings take a lot of concrete but texas and dallas in particular has been very biz business friendly. >> i have to believe this is the beginning of the exodus in texas and played right into your hands. >> it played right into our hands, absolutely. >> every time i see a big project, you're there. whether it be the world trade center, you have hudson yards. >> we have hudson yards, bayham bridge -- hudson yards as you

said we've done most of the world trade center work and laguardia, the biggest project we have going on right now we have >> these are projects that are almost impossible to do, where you're disrupting everybody. and i'm sure you're being told, listen, whatever you're doing, we've got to operate it anyway so is that something u.s. concrete excels at it. >> it excels at the specification and the service levels needed. >> why were you willing to do that given the fact they could have kept bidding and taken it off? >> that's a very good point. i think it's more valuable to us, the self--suppsupply, our o operations

so we can sinner jz the stone. >> you had a chart in your deck which shows where you think we are in the expansion you were kind of in the middle and then you moveled it back to the earlier. tell me about that i thought that was incredibly positive >> i think we're going to have tax reform now that's going to extend the cycle. there's going to be more disposable income. it's right in our wheel house of the type of things we do in new york >> why do i hear so many of the economists say it won't matter with the economy you were living proof. this is going to be big for the country. i know you're passionate about

that, but you're also passionate about what happened this weekend. bill, you've been an inspiration. we love going to your building in brooklyn, and you've just been a standout. president and ceo of u.s. concrete this stock is on a mission to go higher thank you so much. for your heart... your joints... or your digestion... so why wouldn't you take something for the most important part of you...

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up more than 7% year to day. and was a leader in the cloud, leader in tech, a leader in software and then autodesk reported a less than perfect quarter. not bad, but not fabulously great. and stock got take toon the wood chipper. plu plummeting from 130 to 109 in a single session what happened here did they miss the numbers by a mile did they tell you that business is headed for a serious slow down >> sell, sell, sell. >> hold your horses. auto-desk earnings actually came in better than expected. however the company's came in a bit light. it was subdued that's what we come to expect from auto-desk when they feel good about the business, they tell a great

story. >> house of pleasure >> this time they sounded less optimistic, not negative, but there was a lot less enthusiasm. it was kind of like -- and this was the darling. it setoff a decline in this group we haven't recovered yet to make matters worse, autodesk announced a restructuring plan there's nothing wrong in itself, but it implies things aren't going well and since when does autodesk need to turn things around i thought they were doing great, i thought they were already turned you can understand why autodesk stocks sold off so hard two and a half weeks ago that it was barely dinged by the recent rotation in technology because it had already come down dramatically actually it was the precursor. auto' desk is still up 45% of

the year when you see a market darling turn on a dime like this and get slammed, you've got to circle back to the story and ask yourself a simple question are we dealing with a broken stock or a broken company? in other words, did autodesk hit a speed bump or crash into a retaining wall at 80 miles an hour and we should just write it off? first of all, this company has an unparallel position in computer-aided design or cad space. you may not really interact with the product, i think that hurts the story itself if you've even used a smart phone, chances are it's something autodesk helped design i recommended the stock about ten months ago highlighting autodesk as the best tech company you've never heard of.

why did i i do it? because it had already started working something with adobe and they started moving to the cloud. the shift has been terrific for adobe, and i feared it would be equally terrific for autodesk. sure enough the stock took up up to 130 at its highs and for good reason in august the company delivered a robust top and bottom line beat with subscription plan with recurring revenue. rising 44% year over year and it's all over cloud. while autodesk wasn't yet profitable because they're spending so much for the cloud business, the subscriber forecast was very encouraging. autodesk new ceo talked about broad base strength across all subscription plans, types and

geographies. after that quarter, the stocks resumed its march higher on november 13 th, research fir goog googinhooim raised its place i'm a big believer in the idea you need to be wary when a stock runs dramatically going into first quarter. they love the cloud. this was their cloud play. the cloud, the cloud so when autodesk reported last tuesday night it was already setup for a failure unless the company delivered a perfect quarter, you better believe the stock was headed lower unfortunately this time around auto desk gave you some real imperphics even though the sales were a tiny bit better than expected and the earnings loss was a penny smaller than we thought

it'd be, the real problem was the guidance the killer the company cut from 650,000 -- down from 675,000 down to 650,000. adding insult to injury, autodesk rolls out its s reinstruction plan imagine laying off 30% of the work force in order to make the cloud move work. four separate analysts had to ask questions about what this restructuring usually means. he said this structure was really about funding the cloud transition, so the company continued to evolve.

to me it'd make the whole story much more complicated. this may not sound like much, but considering autodesk stock was up 75% up for the year, in that situation you don't need to beat the numbers you need to smash them to pieces instead they brought its -- even as a couple of other firms cut the price targets. so where do i come down about this stock and this company that literally cost, as i did talk about, this literally caused the big decline to start in tech i say autodesk stock got ahead of itself. but more than that out of nowhere this has become a show me story i'm still a believerer in the company's long-term prospects, i have less conviction than i did

over the summer. we now have to deal with a whole new set of risks about the future my verdict, if you own autodesk hold it, feel free to ring the register on part of it, absolutely and if you don't like the new risk of uncertainty and think it's a buying opportunity, i suggest you be patient i think you're going to get a better one laura in california. laura. >> hi, jim i just wanted you to know how much i appreciate. >> i couldn't believe how long i kept going, but i think people thought it had mojo, don't you think? >> yeah, it was awesome. >> thank you >> well, i am really upset, and apparently it's taken it over six months to disclose that

their ceo is a suspect in insider trading. on the one hand -- on the other hand this scandal makes it hard to trust the company i have a question. how serious are the charges and is the stock worth own something number two, should the stock recover over time or should i sell >> i saw this. when the news came out they were researching the ceo and thinking about insider trading, i completely freaked out but i will tell you this, laura, i don't like accounting scandals i'm going to actually say stick with it. but they ought to get rid of that guy or at least have him take a leave of absence because the product was great, but that

was wrong -- if the charges are true, maybe you should go. let's go to clinton in florida clinton. >> dr. cramer, warm and sunny boo ya from the coast of florida. >> what's going on >> i'm calling about arista. my father started looking at it couple months ago. it went up to 240 and back down to the low 210s, and i'm thinking of getting into it. >> i think you're right. jay shri is brilliant, and she's created a company that gives you networking solutions and terrific and i am in favor of you buying it i have not visited that stock in a long time other than a conference call, but wow she rocks. that stock is great. she is fantastic, and i think you should buy one of 2017's most beloved names

lost its mojo. autodesk is now a show me story. i would not be surprised if it goes even lower, and that hurts because i like autodesk. i'm talking with the owner of punarra. are the rumors true? i'm going to give you my take. next is up the lightening round, so stick with cramer

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the rest of this year wall street was pretty negative in the restaurant space cramer favored mcdonald's, most of the industry has been under pressure but lately the group seems to have come back into vogue, and it's not just because of the tax bill although that seemed to have helped we needed to understand how this industry is changing, whether the newfound positivity will be temporary or long lasting. ron shake, the co-founder of

panera bread giving investors get this, a 91% gain between 2012 and the buy out you are terrific you look fabulous. >> thank you whoa, i've got to get something straight i had over 20 years, we grew it 9400%. >> that's the right focus, 9400. but let me ask you, is it not a relief to not to have any quarter to prep for a conference call peppered by questions by people who have never made one of your red bulls and never signed up for your loyalty program and then still deal with the nitpicking

>> straight up, it's far better to do the kind of transformative events that drove panera's huge success, far better to do it than in the context of a private company. the best,20 years. twice starbucks, four times chipotle we were able to do that because we transformed or company six different times. we became a bakery cafe and we made the bid on fast casual and then had a poster child, and then had the opportunity to be contrarian when everybody in the zeros held back, we saw our stock triple and then as you said i came back as ceo in 2010, we'd been on digital, loyalty, delivery, and it worked. >> but, you know, i remember the gut wrenching moments when your

son was in the mosh pit. when you were doing 2.0 in north carolina when you were sitting there with your colleagues and these were things you do best in private. and you were the only ceo who ever admitted this, and it hurt your stock but it was the truth. >> here's the reality, jim, we have increasingly moved into a world of pervasive short-termism. i was a public company ceo for 26 years i did more quarterly earning reports than cal rip kn was essentially in all-star games. i did over 100 quarterly earnings reports here's the reality of it increasingly the markets have changed. 26 years ago over half our stocks traded in health for over a year today more than half our stock is trading within one month. what's driving today's share holdings are traders on the market

we had large trade holders, but the reality is they don't drive the price. what drives the price are the traders betting on next week's comp, and that affects the entire organization. >> hohow do we change it can you help change it >> we're going to start to talk about what's going on. do you think this is good for economic growth? >> though, it's ridiculous you and i both know that >> how do you have innovation when ceos are running around afraid you talked about sally smith of buffalo wild wings, she was great -- >> she worked so hard. people started doing take out. she is a person who built a great institution, boom she's out. >> and now she gets an activist that attacks her she called me when that happened we talked. and we talked about drawing a line in the sand she drew a line in the sand. you know what happened, they took a proxy fight against her she lost the proxy fight, the

stock popped 10% for a couple of weeks and then it fell 40% and they were forced to sell the company for no more than it was trading at the beginning >> and the activist she pushed for didn't even -- >> and here's my point it's not just that company. last week it was jack-in-the-box, blooming dales. it isn't hard to walk back in and say i've got 2% of your stock, 6% of derivatives i'm now your owner i want to you to cut your price in half, leverage up the balance sheet. >> do you think someone's going to do that to chipotle chipettily is obviously troubled >> look who's in there right now. they've got 10%. he's the largest shareholder the reality is if we really want to build value in companies, we've got to take a long-term view the biggest competitive advantage facebook, amazon,

netflix and google, is they have the ability be long-term and they have a capital structure that's long-term i was on the board of directors of whole foods amazon has now -- >> god, what they did to them. john macky built that company. >> extraordinary job he's still there >> no, i'm saying. that board hectored him and hectored him, and they've never run a super market >> exactly but you have new competitive pressures, all kind of pressures, wal-mart and target you had a number of things occurring. do you know what amazon is doing from at least where i sit? they're doing the same plan that whole foods would have done. the difference is they have a capital structure that allows them to think long-term. my point is the greatest competitive advantage panera had, the reason we produced the results we did is because we could think long-term. and the reason is i took our company private, is i'm

increasingly worried about our ability to do that -- >> politics -- i'd love you to be one of our permanent guests >> no, i think the right way is really to talk about it. so i'm interested in really giving voice to this i think that increasingly, if we're going to have change we need to really express this. we need to recognize how these markets have changed i think you're in a situation where you have past investors that are in these stocks you've got a situation where you've got -- >> no, we've got to do this. >> and then they're rule-based we need to be able to make judgments. >> from the insider side, time to let the companies do what they should. the great ceos like you should be allowed to do that. everything he said is so true. i hope you listened. we're going to be staying on this this is great theme. "mad money" is back after the break. ♪

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it is time it's time for the lightening

round. and then the lightening round. are you ready? we're going to start with frank in michigan. frank. >> cramer. >> yo, yo. >> you only need to get rich once, boo ya to you. >> what's up >> you got her in 2009 on your recommendation for $5.88 i bought cadence design systems what do i do >> you hold it because it's smoking. it's a company i learned about in the '90s, ask i'm sticking with i like it. how about ted in south carolina? >> boo ya, jim i'm interested in teledime

technologies >> that is great company you've got a good stock there. let's go to rick in pennsylvania rick >> hey, jim, it's rick from pennsylvania oh, my gosh, carlyle company >> i said to carlyle two years ago i thought that carlyle should break up because it's got a whole bunch of companies under one roof but you know what, it continues to work and churn higher it is a great american industrial i need to go to tom in carolina. tom. >> hi, from brooklyn new york. >> what's going on >> yes, what is your take on shake shack? >> that stock is too expensive for me on a unit basis, i say hold off. it's had a long run though on a

short squeeze. boo ya >> great advice, mr. cramer. i have one stock for you, ktos >> it's a defense stock. it goes up and down. thank you for the kind comments. pretty good. vince in new jersey. vince. >> hi, jim this is vince from the dpagarden state. i have a question regarding ford motor. with a 4.5% yield and the possibility they could be doing some pretty good stuff, and this is the first time i've done this in a long time, it's okay to buy. mark in maryland mark >> boo ya, jim i'd like to know your thoughts on bgdp. it's a good company. it's done very, very well.

no sign of the stock slacking off. and that, ladies and gentlemen, is the conclusion of the lightening round >> the lightening round is sponsored by td. well, victor, do you have something for him? >>check this out. td ameritrade aggregates thousands of earnings estimates into a single data point. that way you can keep your eyes on the big picture. >>huh. feel better? >>much better. yeah, me too. wow, you really did a number on this thing. >>sorry about that. that's alright. i got a box of 'em. thousands of opinions. one estimate. the earnings tool from td ameritrade. their leadership is instinctive. they're experts in things you haven't heard of - researchers of technologies that one day, you will. some call them the best of the best. some call them veterans.

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where are we in the cloud adoption cycle the single most important theme in technology investing. a week ago with the cloud stocks

falling apart i started hearing we're at some point of saturation point every company in every geography has enough data services to handle the business. that's what i heard. what convinced everyone that we'd reached saturation, i think it all started on november 28th when autodesk the computer-aided design company i profiled earlier, the one that's transitioned to the cloud, hit a wall the autodesk disappointment was shocking linkedin blew opt the same time. autodesk it sputtered and everyone freaked out about the cloud. in 2016 it took four weeks for buyers to decide the destruction of -- tablo wereformed more of a

static data analytics company. the computer-aided design space is unusual most of the business is still from old school software licenses but the markets reaction has been remarkably similar to those days in february 2016. so i've been taking to asking everyone including those down the food chain like analytics companies like alturist, came on the show i've surveyed the big cloud infrastructure companies like google, microsoft and even semiconductor companies part of the cloud food chain because they power so many data centers. and these are all household names for what we talk about on the show whether it be broadcom, amd, the answer from everyone is the same the idea that cloud has reached

saturation is absurd we have about 10% cloud adoption in this country. most of it is just in the financial retail sectors, and even that isn't that saturated if anything given the prevalence of overstoring data on servers that are more costly, i bet we could have years of growth ahead of us. even better for those who think 10% is too close to 100% china is only about 2% to 3% of a ridiculously low amount considering to rise of china ecommerce and the millions of people who are there sure, there have been periodic cli glitches for those who provide hardware for the cloud i wouldn't be surprised if many data center players are holding off on buying new hardware until they kick the tires of the vid

chip amd with competing products, i think the opportunity is so immense here that there's room for all of these chip makers meanwhile, amd might be a little too much flash memory in the system how could there not be a slow down is what people are saying is the data center flash prices are coming down, right wrong. even if it wasn't trying to extrap lite from the hardware to the software side of the story may be a mistake after all of my canvassing, i come back and say that while there might be some speed bumps in cloud adoption, we're still very much at the beginning of a massive long-term shift. one that's growing faster than anything else in tech, which is why i like so much amazon and i

like so much microsoft and i like so much alphabit. it's why i've used a week to buy almost everything else in the cloud chain except flash from everything else in the cloud including three big guys i mentioned, i say don't give up the ship it's barely left the dock. stick with cramer. it really scared him out of the markets. his advisor ran the numbers and showed that he wouldn't be able to retire until he was 68. the client realized, "i need to get back into the markets- i need to get back on track with my plan." the financial advisor was able to work with this client. he's now on track to retire when he's 65. having someone coach you through it is really the value of a financial advisor.

your bbut as you get older,ing. it naturally begins to change, causing a lack of sharpness, or even trouble with recall. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally discovered... in jellyfish. in clinical trials, prevagen has been shown to improve short-term memory. prevagen. the name to remember. i'm here to talk to you about how at&t gives you more. and so am i. like how when you buy the amazing new iphone 8 you get another one on us.

see we give you more phones and more spokespeople. are you guys doing a spokesperson thing right now? yes. awesome, can i be in it? well, it's kind of like a two-phone deal. so two spokespeople. got it. k. thanks. at&t it's time for more. it's time for more. buy the amazing iphone 8 at at&t and get a second one to gift, on us. at the close two unbelievably good reports that could actually do some things positive for tomorrow. we've god lulu with a big massive upside, really amazing and then broadcom, wow, chemicals and all sorts of tech, blow out quarter i promise i'll find it just for you right here on "mad money." i'm jim cramer, and i'll see you tomorrow

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ my name is stephan aarstol. i'm 39 years old, and i live in san diego, california. i've always been what you might call a-a geek, you know, i got good grades, i was on math team. i've kind of always played things by the book. coming out of graduate school with an m.b.a., uh, you're sort of groomed to go in a--a certain direction towards really corporate jobs, management consulting type jobs,