i like lowe's. value valuation right here. >> and dan you next >> i'm going to piggy back off karen, i think with toll you break out at about 50. >> guy, you get the stla word. >> i mission is simple to make you money. i am here to level the plain field for all investors there is always a bull market some where i promise to help you find it. "mad money" starts now hey, i am jim cramer welcome to "mad money," i am trying to make you some money. my job is to entertain and educate and teach. call me at 1-800-743-cnbc or tweet me @jim cramer the market goes up for many reasons. it often fly in the face of the analysis you hear everyday

the dow did go down. the nasdaq went down 4% or 5%. i spent the better part of this year studying the pandemic i was right. you know what we just cover? the professionals are not the only covid that matters. we have a massive group of investors who become professionals. they don't care about the same thing as the experts they're the ones who were the marginal buyers and sellers. the investors have changed the entire character of the market what made you not be able to sleep at night it was very little belief in stocks for the past 20 years, the convention says stocks could no longer be trusted.

they continue to lose their values way too quickly when something goes wrong on top of that, the convention only a fool to try to pick individual stocks. you may as well stop trying to beat the mark and put some of your money in an index fund and invest safely in bonds the last eight months, that convention has been stood on its head by a new generation of investors after the rise of commission free trade. they're much more optimistic than the old generation who were so beaten down and they given up on stocks. it is nothing to them. it is gibberish. when an analyst upgraded tesla and it is going up, they don't care parameters or valuations or price of earnings or sales they only care about who's doing what's right and wrong if they buy a stock that turns

out wrong, they trade out of it for free because there are no commissioners. they're not bound to anything. this pandemic becomes the old changing of the car. you may have missed it if you are not plugged into what happened to many of the young generations. i want you to see what they say to me. i want you to consider me, the world's unlikeliest avatar of youth culture. you can't get richer if you wait for the s&p 500 to mid test, you miss the best move of your life the most interesting stock may be gathered with the etfs and experiment with. mostly they prefer to do homework and individual names themselves they know how to research on that is that really a sin only if you do it responsi

these kids are bringing it back. second, they hate being told what to do they either try to break in a tech company and start their own businesses now it requires a lot of capital not to mention businesses to get finance from square. these are not just cute development, people. the stock market internet freed million of people from their change we got a whole generation of younger adults who are raised by the worldwide web. now i think we under estimated how empowering it is and how smart they are and how much they learned from it. we heard over and over again that the pandemic keeps accelerating some of that is because of cloud adoption but a lot of it because the internet gives you cheaper and smarter way of doing things.

that's the secret sauce of buying snow flakes or zoom you just need a smartphone the news of the pandemic has played out in their favor, too between the drug companies that got to work on it and all the government is throwing money at the problems, we'll have a bunch of vaccine very soon they are collectively lacking in s sinnism, i will just pick one, i have been recommending norwegian cruise i believe in management, i know they can borrow money. all the money they want. wall street seeing the cruise line way down. they have been dead wrong for the last four months i saw an ad for norwegian cruise when i was watching the nfl.

they got an ad, already. they would not spend that kind of money if it was not for a big come back. it is a business model they know there is money in cleaner energy they like electric vehicles and hydrogen fuel cells and they take companies seriously when they talk about going green. they lack synism hate him or like them and trying to beat the virus. that's what's happening. we see the commodity rallierall. they're worried about trump's trade policies and biden's tax policies biden won the white house but the democrats did not pick up senate seats to raise up taxes we have the chairman who knows what he's doing, jay powell,

kept his foot on the gas pedal because 14 million jobs depend on it. i think the rest of it are looking at the world, cracked lens lenses mistake us feel beaten down even when things are going well you can stay negative and hope these new stock go up or you can try to learn from them starting with the idea of buying a bond of percentage yield which is a waste of money it is time to disrespect young investors who nailed 2020. st start taking them seriously. it is not too late to join them. elizabeth in new york. elizabeth. >> booyah, jim >> booyah, elizabeth >> i bought oracle two months ago.

now i am debating if i should hold it until december or sell >> oracle is fine. is it going to set the world on fire there was a period where it did. now it is just fine. it does a good job it is an inexpensive stock elizabeth, i want you to hold on >> jack in pennsylvania, jack. >> how are we doing? >> i am good, how about you, jack >> i want to say go birds, fly eagles fly, we got this. we can do this >> all right, i hope you are right because i was very depressed yesterday. that's okay. i am trying to get the funk out of it. >> one of the hot stocks seemed to be virgin galatica. it is up 17% today as well as around 22% this week of the announcement of their windows starting with december 11th

my question is how would you approach or carrying a non-standard event >> i am glad you asked me about this company i will tell you what i think this is a company that is a great spac. it has a lot of good people behind it. it has contracts and business but is it something that you should bank on no you got to take your money and run or at least half of it after you h hit it out of the park as people did who bought it last week do i recommend it? no i thought it was too risky i went with boeing this has done better than boeing boeing is big money for people, too. >> the new young investors have changed the character of the market they nailed 2020 every step of the way. "mad money," could service be the next cloud software super power?

door dash is set to go public? i am taking a closer look at its ipo. a company's construction is treated automatic seed whether their buildingis locked up i will sit down with the ceo stay with cramer >> don't miss a second of "mad money. follow @jim cramer on twitter. have a question? tweet cramer, #madtweets send jimmen e-mail to madmoney.cnbc.com or give us a call 1-800-743-cnbc. miss something head to madmoney.cnbc.com. this is decision tech.

find a stock based on your interests or what's trending. get real-time insights in your customized view of the market. it's smarter trading technology for smarter trading decisions. fidelity. to all the businesses make it through 2020... thank you for going the extra mile... and for the extra pump of caramel. thank you for the good food... and the good karma. thank you for all the deliveries... especially this one.

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extra spending last month in the dog house. the market reevaluated high flying fl flying software in service place. this stock has been a great performance year to date the stock got slammed, service now. sales force got its group back surged have we missed it?

let's check in with bill mcdermott of service now mr. mcdermott welcome back to "mad money." >> thank you so much for having me, jim. >> it has been a full year and unbelievable year. everything you promised you delivered it >> the team has done a great job i believe our purpose to help the world work better for people is what service now is all about. one major pivot was going for helping solve the covid problem whether that was merchemergency tracking in the beginning or return to work safely or even help with the vaccine and distribution process with governments all over the world we lean in and it is really pay off, jim >> you did it a lot and you cut some incredible government business

the most federal contract your company ever had >> it has been incredible. what you have here is as frictionless world navigating through covid. people realizing the work flow revolution and having a digital platform for digital business for service now is a great problem solver whether it is the state of alaska and the military and wonderful work with our veterans we have been everywhere. we are just getting started. >> let's get something that everyone will understand >> there is a guy once considered the greatest longest business, bobby mcdermott, your grandfather. you got the nba contract to help make it so they literally had a covid-free playoffs series what is now service now doing? the nba could have picked

anybody, they picked you >> well, it was a real honor working with adam silver and the nba and the wnba you think of the complexity and solving in the digital world where people could be completely safe it was a incredible success, we are proud to be the wnba and nba's official work play partner. my dad bought the shot himself basketball runs in our family, it is such an honor to be associated with the great game of basketball. >> okay, you have now more than a thousand customers that with over $1 million and annual contract value can you recall how many you had a year ago before you got there? >> yeah, we were probably about half of that, jim.

we made quite a move into the c sweep. ceos have realized that if you want to do digital business, you want to transform your company and create new business model and give your employees great experiences. we have customers hiring thousands of employees they have not met. they are doing it on the now platform give your customers great service or build your own application on the fly the one architecture and one platform and data model, service now is fundamentally changing business today, jim. that's why we are growing fast as all the others and enterprise is doing big business with service now. >> a lot of time you hear with companies and gross margins advance, you can't figure it when you are bringing service

now, your earnings go higher tradition traditionally, right >> absolutely. the best businesses out there whether it is public or private sector are running service now 85% of the fortune 500 are running service now. why are they doing this. if you look at disney, they reinvented disney with disney plus in you look at zoom, handling 300 million consumers on the flight facebook, they team up with virtual agent so they can give users a great experience so it is all about people and giving a michelin a three-star experience to customers requiring your employees to have the best possible tools. that's where service now comes in, jim. >> you are dominating. what can you do next i look at service now being a companion and aid and a company you can lean on for all sorts of things you call bill mcdermott, he

sells a lot of your props. >> absolutely. >> what's amazing about service now whether it is partnering with the collaboration layers or the enterprise such as microsoft and teams. it is partnering with the system of record where you have 550 of them in the enterprise we make business run so much better because our platform integrates with everything so we are essentially across platform integration engine and we create new business models and we snap into this complexity that's been created over the last half century so simply that we get customers up and running in days, if not weeks and they get massive returns on their invested capital with service now. this is why we have the highest net promoter score, customer satisfaction and loyalty >> it is a great company

and you take it to the next level. bill mcdermott. always great to see you. congratulations. >> thank you very much so much, jim. >> i love this stock what am i going to say still buy. (music)

♪

- any idea how much it will cost? - [doctor] i recommend goodrx. you get free coupons to save on your prescriptions. - goodrx, smart. - [announcer] stop paying too much for your prescriptions. - thanks. - download the free app today. the ipo market is about to come roaring back. these are going to be the second and third largest public offer in 2020 after snow flake i want you to be on the action knowledge is power in these ipos that we are talking about. door dash and air bnb have been

making a fortune door dash allowed you to get delivery at a time when dining out feels dangerous. you rent someone's house and you never have to see another human being. staying at a hotel where you sherianne elevator and you wait in line to check in with antimasters who don't believe they have anything they could give you we'll start with door dash, we'll cover air bnb tomorrow it is an online delivery service that connects 400,000 merchants and consumers, through their network. they're in roughly of the same business as uber eats and grubb grubber. this is the future i have not always been a believer on the online delivery

business too much competition lately we have seen too many, first, there was covid, when something hits something like door dash went from a luxury to a necessity. second we have seen a wave of c consolidation that's incredible. >> the results and demand is off the charts and it is less competition. so many patients the last nine months, i suspect there is no going back everyone who was not already using these platforms to get food delivered restaurants can reopen for regular, non-socially distanced and in-person dining plus, for the moment these delivery services have their customers on the ropes you need customers door dash can give you

customers. their client saw 59% on the door dash marketplace it will cost you the fees vary. right now restaurants will take whatever they can get and the same goes for door dash couriers the world is different right now. so how does door dash compares to the rest of the industry? >> it is the largest and fastest ongoing business on demand food delivery space three years ago they had just 17% share nationwide door dash is focusing on dominati dominating the suburbs it is always easy to get delivery in new york if you are living in the suburbs or smaller city, a shortage. in the suburbs, there are a few that you could not get otherwise. plus, there are more families

meaning bigger orders or more places to park the process is more efficient. the most recent month we have data for their user basics, represented of 60% of the u.s. last year door dash handled $8 billion of transactions they're already expanding to other areas like groceries and flowers. still losing massive amounts of money. they have to spend sales i think that makes sense to do what they are doing. i think they are smart you bring in new customers that makes the platform more valuable to restaurants they been able to obtain these users as they scale back promotion and ads in a given area how do the numbers look?

t the growth is extraordinary. 217% gross number is up 126%. revenue grew at 200% those figures are holding up total order decelerated a bit. gross margin sell rataccelerate. wow, fantastic what can i say of a company with 200% growth. that's better than snow flake and they have done it two years in a row the number accelerated dramatically in the course of 2020 2020 is as unique moment door dash acquired caviar. not all the growths are organic. they are getting a major boost from the pandemic. how about profitability.

door dash is still far from profitable their margins are headed to the right direction. they are generating positive earnings for appreciation and a amortization t that's about what we expect given the on-demand delivery businesses have become a lot competitive because of all the conglomerate i expect the ipo catch on fire right out the gate a gross slows in 2021 and the economy is up against some tough comparisons. we know door dash plans to come

public at a $95 price range. final price should be announced tomorrow we are talking of a $30 million valuation. based on d.a. dave sidson, the stock will be traded 70 times. fast growth you do it by sales it is cheap for a company of 200% growth. i think $100 is a decent price door dash is a terrific story. i recommend being careful and look if you can get it for $100 or less, you got my blessing otherwise, you had to get in on a deal because you can't chase these. how about go to pete in california pete >> jimmy, how are you doing? i love your show in lockdown in california sitting in my chair doing nothing. it is a perfect time for you to jump on and give me your latest

thought on uber, please. >> i think uber eats is full-timely coming to its own. i think uber is a well-run company and when people come back to travel again uber eats is a start here and it is doing well. i want to go to court in pennsylvania court. >> court >> booyah. >> i want to thank you everything you do for the retail department >> big call on wednesday at 11:30. >> i won't miss it >> my company is similar to shopify. they target service enterprise customers as well. they have $5.5 billion market cap. they're small to mid size. 38% year over year with

acceleration over the last quarters and intenterprise of 7. can i get your thoughts on big commerce >> court in pennsylvania knows more about this company than i do i am not going to say, i think that you got to do more homework because you have done the homework i think that price to sell is pretty darn high i want to look at this company court may have given us a winning idea all right, the ipo market is about to come roaring back will you look at this? this didn't look like this two years ago. they're all going at each other. i like the door dash you got to be careful because it is going to slow next year much more on "mad money. i will reveal the names when i sit down with the ceo. he does a lot of things, too >> why is it risky for so many ecommerce to be right. wait, a second, i want better.

and our tonight's edition of "the lightning round." stay with cramer

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if you told me the special purpose companies would be the hottest stocks in the market, i would have laughed in your face. this year we see more and more spacs are serving as spring boards that said, there are still companies following the old play book take api group, part of the spac deal that's completed last year where the stock us up 70% back

if april api is a leader in need industry like fire protection a the spac joined forces last year api plans to stick with it the stock is cheap right now selling 13 extra times earnings. i find this story intriguing don't take it from me. let's dig deeper with rust becker, the ceo, mr. becker, we welcome to "mad money. >> thank you, jim. if you were to tell me 15 months ago that i would be interviewing with you, i would shake my head. >> martin put together a good group of people who were working with you how is this different from all the years you ran api? >> you know jim, that's a great

question i don't view it as a spac. i view it like we found the right home for the company the company is growing tremendously over the last 15 years and you know as we work for what's next for api and the next chapter, we have had conversations with private equities and such. when i first met martin specifically and jim lily, i felt a connection right away we were aligned values and their tremendous experience and operating and growing larger organizations with something that was attractive to us and so i just feel we found the right home and i don't view it any other way than that. >> okay, now your company does, it is hard to learn frankly because so many businesses but, i look at it and i think that you are big in replacing pipeline infrastructure and you do a lot of 5g work and service

work, too. seems like you make more money can you talk about the mosiac of businesses you have been around for a long time and you do it very well >> i appreciate that >> the company, really the two primary areas of focus for us are in safety services which is life safety and we are one of the largest providers of life safety services in north america. we like the nature of the business which drives the component of it and the inspection drives the service piece of it. we have a go to market strategy selling the inspection work environment. we feel that brings a protective motor around the company that's probably our number one priority second if you look at our special service segment, we find the work that we do in that

segment to be reciprocal, the replacing of natural gas and distribution system and water, our clients, capital program is very robust. and as we continue to put those two pieces together, we feel that brings the resilience y to the business model which allows us to operate during the pandemic >> how do you attract investors. people want to be in facebook and amazon and the cloud stocks and the semiconductor. you are a plain, old great american company how do you get people's attention? yeah, i think you know being a new company, that's one of our greatest challenges. how do we continue to tell the

story and ensure what we are all about and share with people the focus that we have on services we continue to find that. i found quite fun, motivating and intellectually challenging we are participating not in road shows. we continuously are trying to promote the company and you know get better establish i feel like we are having positive track record for that >> you got a lot of good businesses i think people should understand that not everything has to be a cloud based company. russ becker, president and ceo of api great to meet you, sir >> appreciate the opportunity. >> why does everything have to be i don't know nvidia hey, i love nvidia "mad money" is back after the break.

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save on your prescriptions, and to get our free decision guide. humana - a more human way to healthcare. lightning round is sponsored by t.d. ameritrade take control of your future with the new mad money special website. it is everything you need right when you need it the new madmoney.cnbc.com. it is time

it is time for "the lightning round. a are you ready? i am going to start with alex in new jersey alec >> hey, jimmy. >> i am thinking of domino's pizza, brother >> i think it is good. if you can deliver food and do it contactless, it is a win. i like domino's. >> booyah-yah-yah. >> i would not quit your day job. >> gilead. >> gilead. >> honow that makes sense it tells you sell, sell. >> let's go to steven in pennsylvania i did like that music. steven >> booyah, jimmy

>> yo! >> long time follower. >> thank you for helping us make money over the years >> well, that's the goal >> i am calling about blue energy i bought it a few weeks ago. >> it is a fuel cell company it is unbelievers. i am a believer but i don't want to be greedy we have some nice moves and sell some rieght now and let it lock in the game. that group is very wow you know aim bhooeliever. let's go to john in michigan >> jim, i love the show. >> thank you >> i want to know your thought on kdf pharmaceutical. >> they do central nervous system which historically is

very differeicult. i like these guys. it is a very good speck. it is not a successful field of the big companies that are in it >> let's go to mike in florida mike >> hey, jimmy, i am concerned and i would like to know about the home builders in 2021. i got a handful of them and i am going to pick one. lenard >> people have always feel like we are at the end of the housing boom this time is the end because they feel the pandemic is going to end. >> i think lennar is a good company. doug in new jersey h >> how are you doing >> i am doing well >> i want to get your take on li

auto >> i don't recommend with the exception of alibaba let me make it clear for people, the chinese handled the pandemic better than we did i am sorry, i don't think that's repertory. people are angry that i say it hey, i beg the differ. let's take one more. antonio in michigan >> hey, jim. i have been wondering for a why now what your thoughts are computing with the specific focus. >> i remember sitting down with dave ten months ago listening to all the great things that company is doing it is up 75% what a remarkable company blocking in and tackling the data center. it is a very, very good spac i like it a lot. i need to go to dennis in maryland dennis

>> jim, this is dennis right outside of washington, d.c i have a question about a company called -- they're in the cold supply chain space and with covid-19 environment we are in with pfizer and moderna that they may be great facilitator to those companies. >> we are not sure i know that's not what you want. carrier is a boring company but this one, look, maybe they're in i will check that's a tough, you got to be careful of specks like that. >> jacob in alabama. >> i am a new investor, i was wondering what you think of 1800 flowers. >> good business not good or bad. it is not fast growers

there are so many others that are fast and exciting and offer with better dividends. a lot of other stocks that i like more. that is the conclusion of "the lightning round. the lightning round is sponsored by td ameritrade ♪

♪ ♪

how many times you heard that euphoria is dangerous it is all going to end in tears. that does not make them good advice we had an incredible run here. the bear have watched your money every step of the way. i keep thinking about this because i know the moment anyone with a platform that goes positive buys stock. yes, it could be repeated endlessly. it is really worth it. have you noticed all the fund managers who come on air quoted newspapers saying they can't talk about individual stocks oh, i can't talk these are usually the same people who warn you the speculation is bad and euphoria got out of control they just don't want to put

their neck in the chopping block in case this one turns out to be a the top or it turns out to flop they still say the same things though there is no percentages sounding bullish as a commentator the incentives are all messed up here there will never be a youtube highlight of all the time you scare people all the reserve for bulls who got the timing wrong when the bears are given a free pass and the bulls are constantly punished, trying to push people away from one of the greatest markets i have ever seen what are these commentators saying here is the version they'll tell you about offline. first, they think young people who buy stocks are a bunch of idiots

they say it to me endlessly. they hand the money over the professionals who know what they are doing. third, they simply don't understand the enthusiasm for individual stocks. they can't figure out how company for carnival going higher they don't say it on air because they are worried again that it will keep climbing how can you be wrong if you don't talk about individual stocks i am sorry, i don't talk about carnival turns out it is easy they do well as long as they cave caveat their predictions so no one will take any action they could be blamed for i think that kind of commentary is useless that's what "mad money" is

about. even if you know i am going to make mistake and owning as many of those as i can. in this environment helping you try to make money being an optimist that's a dangerous posture because optimists get punished when they are wrong. you deserve ideas and a recognition if the market has he moved up about these brain genius money managers. when will all the commentators finally admit they should have been more bullish of the stocks. when will we stop treating them like stages. it is just too risky for them to try to be right and permanent bears always get a free pass because negativity sounds so smart. i rather try to be right than look smart, even at times it is

trying beyond bhooelieve i know that saying i am sorry, i can't tell you to buy this one or sell that one is not a complete waste of your time. i like to say 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