>> risk less jarrin calls wrrmt. >> carter worth. >> wal-mart on the long side nvidia short site. >> g.e. out of the money call spreads look cheap. >> that does it for us here on "mad money" with jim cramer is up next. 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. i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job isn't just to entertain but to educate and teach you s call me at 1-800-743-cnbc. or tweet me @jim, cramer we are trapped in bizarre world again. the world where people assume oil going down is somehow bad for the stock market

because it's a sign of global economic weakness? that could be a precursor to a recession. >> oh, no. >> the dow lost 202 points and the nasdaq declined 1.65%. oil's decline was a major culprit. at the same time yesterday the fed told us it's ready, willing and able to raise interest rates because the economy is too hot something that's reflected in the very high producer price index we got at 8:30 between the fed simultaneously tightening with the world slowing, well, investors, they have plenty of reasons to sell i think the fed's reacting to old news and commodity and inflation may have peaked. no one is saying that i'm just doing it the decline in oil is supply and overwhelming demand, not demand waning and what it happens it's terrific for both consumers and for business you're paying less at the pump, industry is paying less on the

big bill but the last time oil swooned, you know what, there were plenty of hedges funds who set their machines and they figure it is about demand if that is your thesis you have to believe we're headed into a slowdown that will result in a lot of shortfalls i am not of that camp. i believe that the opposite. i think lower oil creaties a circle and it happened last time where we learned, say, that hey, cheaper is fuel is good for how about 90% of the s&p 500, 90, as long as it's caused by excess supply when you consider the u.s. is producing 12 million barrels a day and i remember when it was 9 and people said it could never get to 10 and it's 12 and that's up huge from a few years ago hard to believe it's a demand issue. but what do you do with your

portfolio? nothing. let this nonsense play out get ready to buy high quality stocks from companies that benefit from lower oil provided the fed figures out that inflation is going down, not up there's no hurry now, with that in mind let's take a look at our game plan for next week. it starts with of all things a chinese company at home. normally i wouldn't cover these companies and the chinese list companies are in america all the time this is finding out about cars and i got to tell you i'm concerned, at least from the point of view from the stock market that the trade war is hurting the chinese economy. that it's bringing it down, slowing it down big. personally i am and have been from the peter that regarding that camp. when larry kudlow battled me every night on "kudlow and cramer." when china slows that tens to freak out lots of global money

managers so it's important to know how the people's republic is doing unfortunately they've listed so many companies it sounded good today but the last time autohome reported it painted a grim picture of auto sales in china i think it's gotten even worse i'm regarding this company as giving us a key piece of data we need to understand the world mosaic of commerce tuesday we hear from home depot with the stock down 30 points from its highs i got to tell you, that issing that is incredibly unusual many think it should trade not with the soaring retail contingent but with the sinking housing sector i don't know what they can do to change the narrative sometimes you just can't fight city hall. here's a good -- after the close we get results from tilray and we'll get our first look at what's happening in canada post legalization i think it's too expensive but i

still want to hear what they have to say. wednesday macy's reports and the last time they told you how they were doing it met with an avalanche of selling macy's has shown pep of late sneaking back to 37 bucks and change and i think you could have staying power but that last quarter makes me gun shy to tell you to go buy the stock. i'll listen to commentary about how the chinese are lowering prices for the goods macy's buys that are subject to tariffs to keep their business in china we know many are trying to move manufacturing away from china and we will speak to one later and if they're starting to offer deals it's terrific news for the retailers. canada goose and i liked this apparel for ages i think canada goose is developing a worldwide business and doing it well. might be worth owning for some speculation. after the close cisco reports. i think this internet of things tech tighten tan is hitting its

stride we've been telling club members that cisco is doing well and has a terrific management team led by chuck robins. i am looking for a good number augmented by the decline in price for a lot of components they buy if you can get it around these levels i think it's a good thing. i think it's worth buying. i can't wait to hear what walmart says thursday morning. i suspect it'll be good. walmart's last call was a smash hit and i bet we get another one. i think their online numbers will be excellent too and listen if they talk about tariffss if they talk about a ton of merchandise from china the main thing i care about, 100 million shop there every week. i don't think that's happening, why i still remember a rate hike semiconductor pick of the litter applied material and some say lamb is better than them and then, wow, maybe the best

manufacturer these days on earth, nvidia. my favorite in the space you could argue the sell-off began when applied materials told us about a pause in demand. we'd love to hear the pause is over i won't give you that green light. i think the stock, nvidia, let's say the narrative will be difficult. this company which makes the best graphics chips on earth faster than intel chips if you could believe that, they have some fantastic offerings for gaming for the datacenter. i think they are reporting a good quarter i'm concerned nvidia could be facing a difficult product transition to a new set of chips too advanced for today's markets. maybe it's one of those where it goes down on the news and, boom, you have to pick it up, okay that's probably the way i would do it. nordstrom, sorry to go right on top, it reported from the close, mixed emotions they should be doing well but its shares run up 20 points

since the beginning -- since the middle of may and furious retail rally going on let's wait and see we told club members don't be greedy it's been such a big run finally friday we hear from one of high favorites, viacom. it's the sister company of troubled cbs and it's beginning to eclipse its sister company. i like what they've been doing to monetize its intellectual property and cable offerings are doing better and they are giving you paramount, the fabulous king of movies at one time for free here's the bottom line when we see this entire mosaic of earnings reports we should get a good snapshot but of course not so strong that the fed feels the need to reiterate that it needs to burn down the economic village in order to save it. >> they know nothing. >> nick in nebraska.

nick >> caller: hello, jim. boo-yah. >> boo-yah, nick >> caller: hey, thanks for taking my call. >> of course. >> caller: i would like to know your opinion on century links, ctl, i've been a long time holder of ctl. they took on a lot of debt they do pay a nice dividend. last couple of quarters have been positive. i know they reported yesterday and it seems to be mixed so -- >> you know, look, we never ever ever in cramerica reach for a stock north to g-- in order to a big dividend if we think for a minute it is in question and i'm thinking the dividend is in question and therefore let's move on. how about bob in florida bob. oh, it looks like i just heard the music so, bob, we'll have to wait for another show. i hope he calls back. next week should give us a good read on the health of the consumer and also of the chinese

consumer i'm hoping for a goldilocks situation, not strong enough to spook the fed but just right, just right is the name of the game on "mad money" i'm eyeing amgen. then you might not think up about crocs, but the stock is a looker nothing fun about funko's latest quarter. can the company turn itself around i'm going to talk with the ceo so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question, tweet cramer, #madtweets send jim an mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something, head to madmoney.cnbc.com.

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with the stock that keeps chugging on. i recommended it in may when it was one of the most hated stocks on wall street we own it for my charitable trust. what makes it so attractive, part of it is the slowdown thesis if you believe the fed is going to tighten too aggressively, amgen is exactly the kind of company that can put up good numbers even in a slowing economy but there are plenty of bioteches doing terribly, what sets it apart? it's taken control of its own destiny and shows. at the beginning of 2018 amgen's growth had been slowing for years. the company was stagnating and hard to imagine they would be able to do anything about it or at least that's how it looked the reality turned out to be very different and now there's so much to like about this one that i am out there pounding the table on amgen.

>> buy, buy, buy >> they've been buying back a boatload of stock. when a company has a stagnant growth but still generates more than $20 billion a year with rising margins there's a lot they can do to turn around they had 42 billion at the beginning of this year but much was overseas they were finally able to repatriot a lot of money and had the largest amount of money overseas to market capitalization of any company on the s&p 500 so come february 1st the company announced a truly gargantuan buyback $10 billion on top of the $4.4 billion repurchase program they already had only $123 billion company. they said they would do it very quickly. a dutch tender auction it's an auction tendary and this was an early part of february. it was free fall

amgen's stock included so management started buying right away and early march they repurchased 52 million years retiring 7% of its share cap in a number of days but that seemed to be short-lived. once they finished the stock came right back down because the bioteches were so darn hated a huge statement of confidence from management which is why i recommended it at 169 on may 2nd and given you a 14% gain of course, the buyback alone even a huge one is not enough to -- that is not a reason to recommend a stock if the company isn't doing well you need some reason to believe business will get better otherwise that may prove to be fo foolhardy. fortunately amgen reported a series of strong quarters and we have plenty of reasons to like the stock. two of them stand out. we have to talk about. you know why we're doing this piece. first, why was management so eager to repurchase $10 billion of stock in february because amgen knew they were

about to launch a powerful new drug and you'll have to start this new one. it is a preventive treatment for migraines. millions have them and received fda approval in mid-may. for those lucky enough to not get them these horrible often blinding and paralyzing headaches can be really tough to treat. it uses a novel approach blocking a peptide receptor, and the data we've seen is amazing half the patients who took it saw their number of days with migraines for more reduce by 50%. it was available a week later and you need to inject it but it comes in its own auto injector and you only to stab yourself once a month, $6900 a year to

overcome a real disability especially if your insurance is footing the bill the numbers have been off the charts, fabulous when they reported late, the best since 2016 management raised the forecast with aimovig giving them a boost. when they reported a couple of weeks ago we knew it was a winn winner they said aimovig represents one of the strongest launches in my experience of this industry. both within this therapeutic area and even more broadly, end quote. they've already got over 100,000 patients taking it and give you a free sample at the beginning but then you kind of really like it and while many are still on the free trials, amgen is benefitting from a huge amount of pent-up demand. plus, the company tells it's just at 10%, 10% among patients whom it might help so there's still plenty of room to grow and, listen, i know. i know aimovig works because i

take it myself i was averaging about 28 migraine days a month. horrible now i clock in at about four or five after being on it for four months this is saving lives it's incredible. that's how i first got onto the amgen story to begin with. at the beginning of the year everybody was fretting about how it would replace its lost sales as it has come up against new competition and ask because mylann has a good one and how amgen's own new drugs are performing, that's a much better narrative. second, another one i tried to get, frankly but this one -- this one is tougher to get into -- it's expensive but we'll talk point expense in a second. it reduces ldl cholesterol a few years ago there was this massive high stakes race between amgen and regeneron to come up with the next class of drugs

many figure they would quickly become blockbusters. doesn't america have a horrible obesity epidemic but when repatha got approval back in 2015 tsarnaev it was expensive and cost $14,000 a year the new drugs are superior to old-fashioned statins like lipitor that i can't take and more effective at preventing strokes and fewer side effects should have been a slam dunk but most statins are generic and only cost a few hundred bucks. both of these ended up disappointing. by 2017 repatho generated $19 million sales, but people thought it would be a billion dollar blockbuster early this year things got worst when san fofee decide to sell it at heavily discounted prices so

repatha's sales came under pressure and they cut their own prices by 60% recently to get in line with competition. why am i so excited about a huge price cut which wouldn't normally sound like an act of desperation, right because according to amgen three-quarters of medicare patients never even fill the repatha prescriptions because it's so darn expensive that should give the drug a major boost. you cut the price but expand the universe by so many people, it's going to work. why the announcement -- that's why when the initially got hit on the stock it rallied. i believe we'll hear a lot of good studies that say far more people should be on it because everybody can benefit from much lower cholesterol. the bottom line, amgen is taking control of its own destiny and with it selling -- it's only 13 times earnings i think this one could have a lot more room to run let's go to bill in south carolina bill >> caller: yes, sir. boo-yah, jim. >> boo-yah, bill

>> caller: my question to you is about abbv i bought the shares back in february, close to the high. purchased more in june as they've come down, lots of good things i read about the company but the shares have continued to deteriorate. >> they have one big drug and it's the biggest drug of all time, okay, and there are companies that are coming up with similar ones that are challenging it and cutting the price of -- you're right abbv is a good company but because of the one drug i don't want to you buy it i don't want people in the stock. oh, darn it. i wanted to talk more about this anyway, look, i think amgen has more room to run because they have some terrific things going including aimovig and repatha. if you think the fed will keep tighteningthat's a company tha will still show good results even if the fed crushes the economy.

much more "mad money" ahead. looking for the new fashion brand, i'll tell you how ugly fashion is making pretty profits for -- this is a surprise and funko might be known for its toys but its drop today is no game i'm asking the ceo of the company if he can turn it around what dow dupont and norwegian have in common stay with cramer really want to be there,

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yesterday, i'm almost speechless really america, crocs these things have come back in vogue. of all the crazy things that have happened in the last few years this is the one that makes me think we are indeed living in bizar bizarro world. down more than 7%. clearly no argument with taste still, i keep getting calls about crocs and i've been reluctant to answer because, frankly, i wasn't quite sure what to make of the company's resurrection after the quarter they reported yesterday we need to address this thing head on and understand for the better part of the decade it had been written off and they were, well, kind of a joke, i guess. got so bad even as recently as last year people were concerned about the company's viability as a going concern and then the stock takes off and its lows it was selling for less than 6 buck, now it's 25. what is driving it

first let me tell you, when the world was young and this show had just gone on the air probably about 3,000 episodes ago, frankly, okay, what happened is crocs became public and the stock really caught fire for a brief period they're comfy, lightweight weird looking shoes were extremely popular. i mean i don't know if they were ever cool, ever. not my department but they were u quick -- ubiquitous. it plummeted back to earth during the recession >> no, no, no. >> until 2011 but the sales started slowing and by 2015, by 2015, they were negative >> how >> the hums have been terrible you can understand why everyone assumed the fad passed and they were little more than a punch line however, in late 2013 blacktone

got involved in an activist capacity ousting the ceo and then steve cohen, that hedge fund manager took a major stake. in 2014 crocs announced a big restructuring, the numbers were still awful. but the company started screamlining the business while closing underperforming stores the thing is turnarounds as we know on this show can take a very long time and crocs spent a couple of years lost in the wilderness waiti waiting for it to bear fruit the numbers continued to stink by march of last year the board of directors was getting impatient and removed another ceo and promoted andrew reeves to the top spot. while announcing even more restructuring like reducing the store from 558 locations to 400 and cutting costs to the bone. last spring crocs rolled out a new ad campaign designed to breathe new life into the brand including that one with john

cena and asian celebrities, andy lah from hong kong and it played well and the turnaround effort paid off by the time the summer of 2017 rolled around it was beginning to bounce off its lows and things kept going right. crocs had built out a great digital business and including nike cutting out the middleman is great for your earnings when it's done right. they make a lot when they sell used shoes online than at the store. honestly it was about something beyond the company's control ugly is back ugly is back in. these are plum ugly. with the rise of the athleisure business, sara eisen chronicled that well more are buying comfortable clothes and shoes. tevas and birkenstock are there.

while i may catch flack, uggs are back too while they have an iconic look a lot think uggs is short for ugly i think it's short for 67% the 67% gain it's had so far this year with deckers meet bizarre thanks to the resurgence, crocs turned positive in the fourth quarter of last year up 6% the margins began to creep back up heck, the company even managed to turn a small profit last year and as 2018 is going and the numbers get better and better and march they rolled out a new product, first new product in year, a softer, lighter sandal called literide. in may crocs delivered a nice top and bottom line, beat management raising their full year guidance and beat them again in august. suddenly became clear that crocs are actually popular again in fact, according to a survey conducted by aaron murphy's retail team at piper jaffray,

they're good, teenagers, they love crocs can you believe it among all teens the brand was ranked number 13 up from 27 last fall the company really -- the company is really doubling down on this demographic which is why they signed a partnership with post malone. you know post malone, the rapper with always tired tattooed across his face. love him even if i don't share his ethos. they went on sale last week, how long do you think he could talk before it sold out yeah, ten minutes. which brings us to yesterday morning when crocs reported a phenomenal glowout quarter because they had an incredible back to school season, the company is supposed to lose two cents a share and instead made seven cents a share and sales increased and the best growth rate in at least 20 quarters

management's guidance for the next was stronger than expected and forecast for 2019 is fabulous and called for m midsingle digit growth remember, a year ago were wondering if they had a future hey, if they would even exist. yesterday's results is proof positive it is real and to wonder it surged 27% on the news and pulled back 7% as some decided to ring the register but what do you do now listen, in september i got a question about crocs from alan in nevada, okay. and i said, i'll get back to alan in nevada but we were busy with that october madness and the market falling apart and the stock was at 21, now 25. i missed that move i know, i own that but you know what, it's not crazy to speculate. ideally you'd like to wait for a pullback before you pull the trigger and don't even think about owning crocs with your retirement money this is the kind of thing you only buy with funds can you

afford to lose bottom line, after years of underperformance they're back in vogue and suddenly popular with a new generation and i think the company deserves a lot for this turnaround i wouldn't buy it unless you're a daredevil because betting on teenagers, well, let's just say it is always a risky proposition. let's go to beth, my home state of new jersey. beth >> caller: hi, jim >> yo, yo, beth, what's up >> caller: first i want to say i'm a huge eagles fan. >> go, bird. >> caller: with the stock having split two or one i wanted to know your opinion of the future of t.j. maxx >> you know what, i wish everybody put their stocks -- so many companies have no stock splits it's crushing them. i think it is going higher matthew agrees with me it is the one to own in the sector and i've got to tell you, please companies that have 100, 200, 400, split your stock so

our investors who watch this show who watch this show can buy them these thousand dollar stocks, split your stock for heaven's sake all right. guess what's in. you know what's in ugly is in which is good news for me. and crocs -- ♪ i know i must have it >> now you're talking. but as any parent knows the taste of teenagers is always changing so i wouldn't buy it right now unless you want to take risk. there's so much "mad money" tonight. i talk about being in a funk shares of funko have dropped 21%. can the company make a case for itself i'm asking its zee then why are some stocks being treated like they can't do anything right i'm giving you my read on what the market's got wrong in this earnings cycle and which stocks should you be buying in the face of all this negativity and all your call, rapid-fire in tonight's edition of "the lightning round" and a look back at the week that was

these are priceless. stay with cramer

they're fun. they're familiar but can these figures be big business?

for october funko wanted to forget but are they for collectors. >> i told you about a toymaker called funko that i got in a call they make lots of licensed collectibles and figurines related to movies and tv and the numbers looked good and the stock pulled back from its highs i gave you my blessing to buy it for speculation. it surged higher but then last night it reported, well, let's just say the market's reyaents hasn't been fun and plunged. but here's the crazy thing, the quarter wasn't that bad. funko delivered better than expected sales and earnings and raised a full year forecast so what the heck is going on here well, funko's gross margin decline, people seemed to be worried about that seems like an extreme move well, let's just say it looks like a good quarter with some hair on it we have to figure it out a closer look with brian

mariotti, the ceo of funko to get a better sense of the quarter an how his company is doing as we head into the holidays, mr. mariotti, welcome to "mad money. >> thanks. >> i think before we get into the quarter, explain to people what you do. people probably see your stuff and didn't know it was you. >> well, you know what, we're an index fund of pop culture and connect fans to the things they love there's so many things out there that are amazing, sport, music, television, movies, video games, we are like a fast fashion company for pop culture. we hold more licenses than any company on the planet and connect those amazing different products to their fan bases and do it on a global basis and you know what, we love what we do. >> for instance people may not understand they think it could only be hasbro, you or mattel but you have a lot of disney licenses and evergreen property. >> yeah, look, we're disruptive. we are a different business model than the traditional toy

space. the idea that we can be the first out to market with things resonating use evergreen content with disney and marvel and "star wars" along great things like bob ross and golden girls and overwatch and fortnite and sports teams and leveraged 550 unique properties alone in q3, a recipe for success that kind of diversity. >> it could be 551 i happened to catch maybe your best-seller for the holiday seasons and this is a pop "mad money" c here's what i don't understand how can you do them so fast? here is actually me and i am sure that you can do many of these -- the speed would seem to be breathtaking how fast you can do these >> well, you know, i mean that probably is the biggest seller that jim cramer -- forget about fortnite, it's probably you that will be the one on the forefront

of everybody's mind for christmas but you know what, we have an amazing team of passionate pop culture junkies at our company, love working on what they do they put their heart and soul into every one of their designs. that's why we move so fast we have a passionate energetic company. >> okay, now i know in the conference call some people were telling you about what are you doing, obviously make a lot of stuff in china half is made outside of china. you're talking about moving part of that out of china and being more agnostic about where you make things. >> we realized there's opportunities there outside of china to produce and not concerned about the tariffs and that's not really our primary decision-making but looking for the best factory that move the fastest, highest quality, best price, most consistent production happens to be a lot is working outside of china and figure by the end of next year we should be 70% should ee side outside of klein. >> you made good points that the

fourth quarter you will have a good relationship with walmart and the movie schedule for disney so maybe this is just a speed bump we were kind of mystified by why the stock got hurt so badly. >> we don't worry about that we love what we do and put our head down and know we have a business model that works and been proven on a global basis, we put our head down and not be concerned about watching the stock. the last thing you need to do is be focused on what wall street thinks meet and beat expectations on a quarter by quarter basis and educate people what our company doeses we're relatively new and think we are doing a phenomenal job to continue to educate wall street on why pop culture is a business they should be in because our retailers all around the world believe they should be in that business the other thing, just get people excited about what our business is and how disruptive it is. we're doing a better job of educating wall street. >> what is the smallest lot you

do >> you know, smallest quantity >> yeah. >> yeah, i think, look, we're not really concerned about spreadsheet analysis when it comes to making things we know are on the forefront of pop culture. great examples, "golden girls" and bob ross, things that brought people back to things they love in their childhood or in their teens or in college years and ultimately putting them in a format that excites people and delights our end consumers and what happens they blow up. you do something where you think you're making 5,000 or 10,000 bob ross and you're selling 500,000 of them. that's the recipe for success. lead with the heart. know what pop culture is about and kick butt. >> the holiday season, does it seem strong to you, consumers buying >> yeah, we're really excited in a great position inventorywise with our retail partners well sellwise. the appetite is amazing. we're in great position for q4 and love what 2019 looks like.

>> how about fortnite, what are you doing? >> first to grab a license and have it in the marketplace and our category so we think we have a competitive advantage there. early sells seem positive. i think it's -- i think this will be a great property. >> the only reason i asked about it was totally self-sen terd we're about to have our 3,000th show and wanted to get everybody a jim cramer doll. >> i think we can probably make something like that happen. >> all right thank you. i like your company very much. that's brian mariotti, saceo of funko. >> hey, it's kind of cool. admit it stay with cramer

>> announcer: "lightning round" is sponsored by td ameritrade. it is time, it's time for "the lightning round." >> buy, buy, buy >> sell, sell, sell. [ buzzer ] >> then "the lightning round" is over are you ready, skee-daddy? "lightning round." walter in california walter

>> caller: hello, jim. boo-yah. >> boo-yah, walter >> caller: question is i did some homework and find out leggett & platt bought a company for -- >> i have to tell you we are in a housing bad market and it's being exacerbated so i can't -- that's 4% yield. i need to go to john john >> caller: jim, you are out in sacramento valley. okay we've been doing some homework me and the caveman and think bofa might be a safe haven during nice political times. what do you think? >> bofa? i like bofa is terrific but understand it will be stalled until the fed gives us more direction. they don't want to wreck the

economy. >> dave. >> caller: boo-yah from -- >> i had an orange grove >> caller: oh, yeah. >> i had everything stolen from me when i lived in my car. >> caller: i have -- i bought a stock after i saw him as a guest, integrated device technology >> ca-ching, ca-ching. you got to take it take that money offer the table and go buy a nice cashmere sweater. richie in new jersey richie. >> caller: hey, jim, thanks for taking my call first-time caller. little nervous. >> relax it's just a crazy show. >> caller: i've been getting a great education from your show thank you very much for that. >> thank you >> caller: the stock that i'm calling about is square sq, bouncing around in the last two months you think it's a good time to -- >> i will tell you, square for the business person and spending

a lot of money to be able to win in the arms race and then there's square from the point of view from the stock and people say they're spending too much to win the arms race so what i say is -- >> don't boy, don't buy. >> i have time for another matt is georgia. matt >> caller: hey, jim, this is matt from atlanta, georgia weekend boo-yah to you glenn greenwald s-- >> see you at the super bowl >> caller: for the home gamers, they haven't been futch fun for cedar fair what's going on? >> they got to come on because, oh, that group has gotten hard i still think they have plenty of money to cover the dividend but not my friend and that, ladies and gentlemen, is the conclusion of "the lightning round. >> announcer: it is sponsored by td ameritrade. welcome to "mad money.

what you kidding me stop for a second. there's a mistake here i think that's part of this overall -- that's pretty professional remember, these were hot for awhile i got a whole bag. anyway, candy apple? ♪ then it's in the end -- sorry. this scenario results from a slower economy that's the sound of a slow economy. man, you just killed the mojo. looked at chart patterns. i've even built my own historic trading model. and you're still not sure if you want to make the trade? exactly. sounds like a case of analysis paralysis. is there a cure? td ameritrade's trade desk. they can help gut check your strategies and answer all your toughest questions. sounds perfect. see, your stress level was here and i got you down to here, i've done my job.

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all right, i got to get something off my chest sometimes the market is asking too much we've seen so many companies report great numbers this quarter and the market has trashed their stocks for no good reason other than misperception. take yesterday, okay, this norwegian cruise line, such a good company, it reported a terrific set of numbers. it told a solid story and stock managed to rally a buck and change and come back from where it was trading still selling for ridiculous ten times next year's earnings and remains down more than 8% for the year what is its crime? it's being viewed as a cyclical

company and a boom and bust stock and everybody is acting like we're heading into a bust their cruises are sold out on all of its shipping including the deluxe portion of its fleet. next year, 65% of the rooms are already booked it's november, for heaven's sake who has that kind of visibility? the ceo has done everything to convince them it's not cyclical. objection number one they can't make any mormon from them except from the room fee. that's untrue. this is the kind of thing that people justifiably hate but from a business perspective terrific. objection number two, there's too much capacity coming on in the industry and frank will tell you he needs all that. you say prove it how about this, how about the fact that the alaskan situation is just to me empirically true the fleet up there has 15% more capacity this year and it's going to have a 25% increase in

revenues that's empirical data, people. it's fine to add new ships if there is demand. it's a dying tri no, the millennials regard them as bargains and flock to them. there is good repeat business. i don't know my 24-year-old daughter loves cruises in part because they're so darned inexpensive. objection number four, raw costs like fuel are going up, so margins will be squeezed wait a second. have you noticed oil, the longest streak down since 1984 you know i'm on this oil bear market thesis. but it doesn't matter. the industry wrongly has been written off the cyclical anything that relies so heavy on consumers to the business cycle but norwegian is a lot less cyclical than we thought either could argue three divisions are special operations with high growth many chemical companies are

collapsing if you're cyclical. dow dupont is similar. the truth is they've shown they're doing great. they should be bought. enough already stick with cramer.

do not miss our big veterans day show on monday kevin johnson, ceo from starbucks. kevin han kevin mandia, this is going to be terrific and, of course, studio and i will be proud to have the veterans, their families and active duty folks from all over the country. by the way, just before we go, skyworks, micron, wow. semis getting killed i always say that's a bull market somewhere i promise to find it right here for you on "mad money. i'm jim cramer i'll see you monday.

as we go on, it gets tougher. i know. do you want to hear the deal? i really do. $404,000. deal or no deal? i'm going home with $1 million, sweetie. no deal. hello, and welcome to "deal or no deal." in 2005, i took a job hosting a little game show called "deal or no deal." open the case. before i knew it, it became a national phenomenon. there were the incredible contestants... this is my last day as a poor man. you can take the picture right now, 'cause i'm going home with a million. ...the absolutely amazing models. number 24 is meghan. we had a model who became a duchess.