>> the dog has been chewing on a piglet behind her for the entire hour and we did not hear a peep. >> i am here to help you make money. "mad money" starts now hey, i am cramer welcome to cramer america. my job is not just to entertain you but to educate you and teac you. call me at 1-800-743-cnbc or tweet @jim cramer.

first there was the $2 trillion stimulus pact, sending americans $1,200 check and expand on insurance if you lost your job and the gold market. then we realize all sorts of companies would make more money under covid than without it. like the cloud security place. this virus pushed through multiple years of digitalization through a matter of months the state home economy triggered a tsunami home buyer

innovations. you can turn your home into a gym or entertainment center. you can get speaker system or peloton cycle or zillion video games or whatever gadget you need to stream online or tv. then there is the used car bull market, part of the same trend you need a car to get around when you move from the city to the suburbs or out of the country. everything from lithium motor to carva carvana. automakers with ford and gm seeing their cycles up their stocks are electric. evs went high and then china

turned the corner and they beat the virus and their economy came back not to mention all sorts of commodities and china has fe ferocious appetite which is why they're able to rebound. finally we have clinical trial results. once we start passing out jabs which is what the british call shots. the pent up demand let me give you examples of

where to go and what you will see. exhibit a is boeing. 737 max is back in the air although it is time to reverse the coin for 737 there is a tremendous amount of pent up travel i already see some large orders coming in oining in on o' rion . i think boeing is still the number one way to play pent up demand can you imagine being cooped up for the rest of the year and suddenly everybody is able to go again. don't forget it is going to be big in vegas again the most obvious place to go once you get vaccinated or you can go do disney world and even

the closed disney land have got it as for the cruise line, buyers can't wait for that. and now they're rallying on bad news you want pent up demand, look at norwegian cruise line, they told you they are cancelling everything for february and january. travel agency stock, down to alphabet as google makes a f fortune from traveling i would buy the stock of alphabet pent up demand up the oil rally. remember you got my blessing to buy the stock from chef ron and pioneer. those are the best stocks have been so aggressively exxon is preserved, you can send as temporary bottom building, right? even the pathetic banks are

doing better they all trade together. imagine you buy american express because the official pent-up demand play. pent-up demand is great news for wall street but not for main street why? so many small businesses won't be able to make it to the promise land when they go under and millions of people can lose their jobs, it is not going to coincide. the covid numbers are exploding. yesterday, we had the second largest death toll a lot of businesses are about to close even if we don't go back into a lock-down even if you are closed, you need to pay your bills and it is hard to make rent when you have no revenue. 14 million jobs are on the line here you have mitch mcconnell just shot down the best hope for bipartisan stimulus. he's effectively giving walmart, costco and home depot and huge

boost because tons of competitors will go under without another relief package, maybe he's one of those shop big guys i always see the shop's small ads. that's discouraging news of the stimulus, can't stop kohl's coming back and i still like 5 below. by the way, darden wins and chipotle, those are the restaurant chains that can survive. they have scale regardless of what happens in washington we are seeing it plays out all over the place hotels while these stocks are creeping up, i expect them to explode higher as analysts force to raise numbers. you know how many times you will

hear raise boeing the next six months any time it happens, the market have been going up and we are due for a pull back. a lot of stocks that need to be sold to welcome tesla and s&p 500 or whatever. the bottom line, these pent-up demand groups will have an up line i wish i can go to london next week and get myself some jabs. get that >> dave in virginia. >> all right >> thank you for supporting the veterans >> you bet >> i see retail stock and i see the potato chip company continues to go up and up. what's your thoughts of investing in the foreseeable future >> it has been down for 14 days. it is a great time to buy. i imagine some extra supplies. i would buy some utz right here. it is a good situation thank you for serving by the

way, 20 years. let's go to anne in indiana. >> jim, thank you for taking my call tonight >> you are welcome >> i am a club member, i am calling about chegg. >> there is going to be people going back to school and chegg is not as good of a story. let this stock come in hey, hegg is over with and the you can come back. i don't like the fact that too many people are thinking about what happens when everything opens again. michael in georgia, michael. >> jimmy choo. long time no talk. last time i called in was ten years ago when i started investing. thanks for a decade of phenomenal advise my friend.

>> thank you very much >> i wopdnder if you think is a good time to start investing in drop box i think they're looking towards the future with the acquisition of hello sign, it can be significant in the remote work >> everybody loves slack and then you got the bit you got the bit. i hate to say it but drop box, it is an orphan, too i like to recommend stocks on the bases of take over i don't know what it will make it so it will be out of the orph orph orphana orphanage. pent-up demand is going to define the market. next up tonight, the ceo of pch.

and keep the engine running and we'll announce some businesses, i got the ceo fresh off the news stay with cramer >> don't miss a second of "mad money," follow @jim cramer on twitter. have a question? tweet cramer, #madtweets, send jim an e-mail at madmoney.cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com,

♪ should auld acquaintance be forgot ♪ ♪ and never brought to mind

♪ should auld acquaintance be forgot ♪ ♪ and auld lang syne ♪ we'll take a cup of kindness yet ♪ ♪ for auld lang syne next customer please. ♪ ♪ the team's been working around the clock.wire, we've had to rethink our whole approach. we're going to give togetherness. logistically, it's been a nightmare. i'm not sure it's going to work.

it'll work. i didn't know you were listening. everybody is waiting for the

economy reopens after we get the vaccine. take pvh the company owns a $1.02 per sale what's driving the strength? they're doing really strong in europe and china up 70% at their digital poropert that they own themselves that's breathtaking. don't take it from me though let's go to the bankable ceo from pvh, who's retiring in a month. welcome back to "mad money." >> looking forward to this thank you, jim >> you are going incredibly high here >> it is our brands and calvin klein and tommy hilfigure brand

and what have been the high business is our international business our business in europe which is in the third quarter was up year over year, actually positive our business throughout asia was relatively flat and china which is positive for us those two fronts driven the business both from the top line and bottom line of view. strong performance in the international market >> my sources said that you were perhaps the best apparel company for america there. >> well, we were very satisfied with the results and exceeded our plans and well ahead of our prior year performance on sin e singles day. we were happy with our performance on tommy hilfigure

and calvin klein >> how about the u.s. when we read traffic down 50%? we know you made a major push for digital. how do you feel the pent-up demand for spending in this country? >> well, i think the challenge with facing in north america in our brick and mortar business, a major component is a national tourism. in our retail stores in north america is a national tourism. our tourism is way down. tourism is down about 85% to 90%. so we are making a portion of that up with digital sales and

our ecommerce business both direct to consumers ourselves and to our fewer partners, macy's.com and our amazon business is very strong and our domestic consumers with our stores clearly that's a head win for us the international tourists i think that's going to be a head win at least the next three or six months until a vaccine is in place >> you are past covid. a lot of those countries have modified lockdown and yet europe is good for you, how is that possible >> europe is strong for us in the third quarter. in november, 40% of our stores were temporary closed in november and that was a head win. today about 6% of our stores are closed today in europe and within the next seven days

we expect all the stores to reopen in the stores that are open, we are seeing strong performance there. our digital business and ecommerce is up significantly in europe that's where we have been making up forsome of the shortfalls that we saw in the brick and mortar business. and to be honest our wholesale business is up substantially and we are seeing our fall and spring orders really have tremendous amount of momentum. spring 2021 for us just being completed and are up high single digits i am not sure anybody will be showing that kind of positive results in our wholesale booking results. >> it is a testament to our brand and the great team we hav in europe. >> you make some changes of some

of your offerings, are those help s helping? >> calvin and tommy are broad brands they play across the lifestyle spectrum from dress-up to casual and performance. in this environment we significantly step up our leisure and casual sports and underwear business are running off the charts for us and our casual sports and jeans businesses and both with tommy hilfigure and calvin klein is performing extremely well. we focus on those categories we have been able to impact the second half of the year as everyone quiet with the pan dem

i thipandem pandemic >> i think the team have done a terrific job to get the right product so we can serve as consumers. >> on a personal note, manny, we'll miss you greatly you are looking at a person who when things were good came on and when things were bad came on i have always liked manny and pvh. thank you for standing up for both good and bad times, you are an exemplier in both good and bad times. >> that's manny chirico, chairman and ceo of pvh. "mad money" is back after the break. at cdw we get you want happy, productive employees.

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healthcare. all sorts of high-tech have been flooded with money from a special purpose company, spac. most of the spacs have been synonymous with evs vehicles we know how that story goes. first, spac announces they're pouring all their future into these cars most of them come tumbling back down there has been a few terrific

ones, great opportunity here if you know how to separate the weak i mentioned quantum scape. i recommended this in october. it is 37 change. it is worth continuing to hunt through these spacs. some deals and maybe we can find a trader or even better. a great investment what about a different kind of high-tech. let's put electricity to the side to a moment and talk about other industry that we have not spoken about, autonomous

driving. it is still for real they use radar to detect objects. they're absolutely essential for autonomous driving and collision preventions. smart cars needed detection and ranging system just yesterday the shareholder voted to reverse the merger. tomorrow they become luminor gmai share were down 7% today.

nearly 6% for the day. i thought these things are volatile certainly intriguing story luminar was founded in 2012 by a 17-year-old kid, austin russell. must have been some kind of prodigy. he developed it from the ground up he's only 25 now they built the best for autonomous vehicle it is one that can make lyft and uber stronger. they also got to deal with volvo, that starts in 2022 luminar hardware and software will be integrated in volvo's platform i can't think of a better

involvement. why do all these automakers want to work with luminar something like autonomous driving or advance driver, your car needs to be able to see. usually they use camera and radar. cameras are cheap. the borderline is worthless in bad weather. radar works in any better. you send out radio waves and it bounces back everything solid. it is meant for long range detection that's why we use it in airplanes for short range imaging. radar does not give you much details. it is not great picking up smaller objects. it is not good enough for self-driving cars. that's where lidar comes in. it is similar to radar it gives you much more details than a radio wave. that's why most companies have

embraced lidnar and including waymo. only tesla seems to be not a fan. the problem with lidnar is very expensive. how about the financials at the end of the day this is an early stage story. they have a little revenue big ramp up in 2023. that's incredible. given that they seem to have a build up better mouse trap, i take those projections seriously than what we hear from high-tech autoplay more important, luminar's book has grown by 0% in t30%. they have a $1.3 billion order book yeah, $1.3 billion they have working relations with

many big automakers. it feels like quantumscape plus, unlike the electric vehicle stock spent last month rocking it higher. luminar has real catalyst. now it is at $18 that actually make sense mobilize wanted two big ones and that's owned by intel. it was a fantastic enforcement mobile works it is dominating and a terrific industry we are talking about better technology the gores group. at least not when it comes to public share ordinary reaswners.

they're doing deals that's under perform. it is kind of a different company. still i think the stock is absolutely worth owning at the right place. given the term oil and the high-tech oil spac stocks. i recommend taking this slowly you should wait pull back below 15 before buying more. worse case it keeps falling and you can keep buying. for spac, this thing is practically a bargain. some of these spac reverse merger place, i think luminar has a great process, russell is coming on 6:45 a.m. ahead making his public market debut. the group is volatile. up and down.

buy it but buy it slowly but definitely buy it nonetheless. >> how about we go to eduardo in california >> big fan i was wondering what your thought was and to the gaming industry and the other portfolios that sony have. thank you very much for your time and happy holidays. >> i was talking with carl and david faber about how under value sony is even though it had an amazing run the whole japanese market is incredibly under value, still. sony is good when it comes to luminar, it is great. buy it slowly. much more "mad money," you are not going to want to miss this and what president-elect biden's potential china policy means for

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at the beginning of the year, we got big news with logistics. they want to sell off some of their businesses but then the pandemic rolled in and activities kind of gotten to a halt xpo could not find a buyer th xpo announced they're splitting

up their logistics position. it will be the second largest contract logistics in the world. i love it when company -- let's talk about the ceo of logistics. welcome back to "mad money." >> great to see you, jim >> simple by the story so everybody understands it and get some leverage down how does it accomplish that? >> you are right we have been on a mission for a year to do self-reflection to talk to our share owners and our board and outside experts, how can we unloc tremendous values that's trapped inside this conglomerate we have traded out of ibita.

we got to simplify the company it is too complicated and too many moving parts and you got to get to the investment grade. people consistently toll ud us if you do those two things, our stocks will be much more by separating it into two separate public trading companies, two real power houses, leaders and logistics, we got strong companies that are easy to understand what happens about 800 warehouses around the world and that part of business. the transportation business which 90% of ibita causing less than truckload and truck bro

brokage. >> will other company be able to tap into this now given a bigger revenue stream >> our customers tapped into that and you know in our logist logistics business, we are squarely in the middle of this massive ecommerce. we have the largest out source fulfillment platform in all of europe we are big in omni channel and we have a big preference in coal change we are right in the middle of this ecom boom >> it is really interesting. when i think of trucking company, you and i would say hey, they're just okay they traded a higher valuation than yours everybody sees xpo trucks on the road i always say to my wife, somehow they're worth less than other trucks that you see, it never made sense, brad >> i never made sense to me but keeping an open mind and asking

people tell us the truth, what's going on, why did we trade it at such a big discount. t it came down to two things too complicated. if you do those two things, a lot of things can happen >> let's talk about what people should understand. what are the cops so to speak, how do we compare a logistic business that we think may be the best with other logistic business that frankly people don't know >> well, dhl is number one in the logistic side. we are number two. another company based in switzerland that's another logistic company in the u.k. called clipper and another one called dsv and skcanadavia.

old you all find companies, when you look at the metrics, we are right up there >> at the same time though we got some data about how business, looks like cyber monday was the biggest ever. i have to imagine that you may be able to get both parts at a price that's a little ridiculous given how much business fedex and ups have gotten. those are fine companies we are having a boom right now >> oh for sure if we were valued just of the average of the mulls tiples of peers, our stock price would be roughly 50% higher than it is now. we are patient >> are you part of a warp speed? >> we are not in the warp speed

program. but the vaccine distribution is affecting everybody. it already is. they're doing trial runs and our expedite position is taking a lot of stuff, we got the refrigerator and the temperature control trucks there is plenty of business to go around on the secondary part of it. >> are you optimistic >> i am. >> you are a critical guy. it is a little disorganize and chaos and if you tell me it is going well, i will feel pretty good >> life is disorganized, there are so many great people and great minds and great companies being patriotic as well, humanitarian, i think what the world is going to accomplish in the next few months on distributions of vaccines is really amazing it is humanity as its best >> i know that you have done

more work on this than anybody i see a lot of people buying bigger things online that's again your sweet spot you should be valued more than the companies that have trucks that don't come to your house. i don't understand >> if you want an argument on that, you have to talk to somebody else because i fully agree with you >> you have done a great job, you built two great businesses i think -- one minus one equals three? i don't know how to put it really good to see you that's brad jacobs, ceo of xpo logistics. this stock deserves to be substantially higher "mad money" is back after the break. america's been waiting for.

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lightning round is sponsored by td ameritrade >> it is time, it is time for "the lightning round." and then "the lightning round. a.j. in ohio >> hey jim, this is jason from cleveland. >> i have a question about a stock. >> booyah, jim, i love the show. >> thank you, buddy. thank you very much. which one? >> what's your opinion on apex technology >> don't know if these are

another one of these spac kind of thing we have to do more work on this. let's go to zach in washington >> hey jim, i want to talk about the stock that's going to disappear. i am talking about the price target of jmia, jumia. >> you got to let it cool off a little it has been straight up 85%. i don't want you to come in and next thing having it drop down, why didn't jim tell me to buy it it is up 5 today, that's a lot richard in new york. >> jimmy choo, you are the man >> love samantha and excellent and congratulations. >> jimmy i bought it a couple of weeks

before the election in anticipation of a biden's win. the stock is taken off like a rocket ship. i want to know what i should do with grow generation >> this is the best way to be able to play marijuana or cannabis it has since double. when they double i can't go out as hard and say now i want you to buy the stock is a rocket ship i want rocket ship to cool off >> let's go to lena? florida. >> hi cramer thank you for taking my call >> you betcha. >> my stock is ebs. >> they're involved with j&j

they're the next that's making the vaccine. i think that one is okay to buy. let's go to rich in virginia rich >> rich from richmond, i appreciate all your help i have been investing since 1971 and listening to you the last ten years and you made me a sugar pile of money this year. i really appreciate it and thank you. >> thank you very much, very kind how can i help here is what i am thinking we got a new administration coming in and good time to look at stock that are involved with alzheimer's i believe. looking at a little company out of austin, sava. >> yeah, this is pain management, we have to be careful with pain management one. we don't know. everyone is trying to find pain managementholy grail that's no opioids. i got to do more work with that. if i get too far ahead and it

does not work, i would make a big mistake. let's go to jerry in pennsylvania >> ipg >> that's a good company michael ross is still there. i like that guy. that stock is still inexpensive. stock is way below where the rest of the market is. how about we go to jared in new york >> jimmy choo. how are you? >> not bad how are you? >> all right, all right. i am holding on stock that did not receive much in attention. do you think sumo logic will explode? >> jesus revenue and reoccurring revenue not being that good. i can't go recommending this one. no, not right now. that, ladies and gentlemen, is the conclusion of "the lightning

round. "the lightning round" is sponsored by t.d. ameritrade i have an idea for a trade. oh yeah, you going to place it? not until i'm sure. why don't you call td ameritrade for a strategy gut check? what's that? you run it by an expert, you talk about the risk and potential profit and loss. could've used that before i hired my interior decorator. voila! maybe a couple throw pillows would help. get a strategy gut check from our trade desk. ♪

did president trump lose his trade war with china when he lost the election? this morning "the new york times" published an interview with president-elect biden biden won't make any immediate moves, he won't roll back trump's process with china and not to mention force tech transfer from american companies to the chinese counter parts the best china strategy is one that gets every one of our allies on the same page. that sounds so good in theory, right? i don't know how you get our allies on the same page at this

point. look at it this way. why would the rest of the world help us crack down on china. they're making a lot of money trading with the chinese and it does not hurt that the economist party throwing it all on the globe. they're giving out better bribes and our government is willing to pay. biden says the u.s. does not have leverage with china that's true now. before the pandemic, we were on the worst of getting leverage. trump's trade war was doing real damage for a moment looks like american companies was getting unfeathered access to china e'se markets. we just signed a preliminary trade deal with china that looked pretty darn good and then covid hits us, we got to fail to contain it that changes the calculus. taking a hard line gets results.

all those tariffs made it easier to negotiate real concessions. i think we would have done it better if the president have been less openly disrespectful and our policies would have been consistent the execution let's just say it was far from perfect but man for the first time in ages, the chinese's government willing to change their behaviors because they're fearing millions of jobs only nike and apple and starbucks expanded during this whole presidential period. those were exceptional it starts to change behavior over there in our favor. did the communist party stopped their egregious package?

president trump's disrespectful comments did not help. all the rhetoric forced the chinese's government hands making them more hostile than necessary. giving in would make us look weak still. i thi they understood strength i can tell you what won't work though, waiting for our allies to pitch in. that's a coalition of the unwilling. the european union's largest trading partner is china, not the u.s. those country can't afford to turn on china. grant it that trump did not try to reach out and he pulled out the trade pacific partnership. we would have to go alone anyway the u.s. is the only country that can afford to push back against the people of the public so i hope the in coming biden administration can look at trump's trade war objectively

because in many ways it really worked we made progress getting china finally playing by the rules it would be a shame to throw it all away there is always a bull market some where, i promise to find it just for you right here on "mad money," i am jim cramer, see you tomorrow the news with shepard smith starts now i'm shepard smith. on cnbc, this is the news. >> december and january and february are going to be rough times. >> historic high risk. covid threatening us all now more than ever the alarming new report from the white house task force paycheck protection program. tonight we follow the money. where the federal funds meant to help small businesses actually ended up we have a vaccine that is acceptably safe and effective. >> shots approved.