girthy >> karen finerman? >> yeah, i have to go with my fast pitch i like weight watchers, ww. >> dan nathan? >> yeah, i like karen's pitch, too. twitter. if you see it over 50 in the next few days, that will be a seller. >> thank you for watching here t 5:00 meantime, "mad money" with jim cramer starts right now. my anything is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica lot of people want to make friends. i'm just trying to make you money. my job is not entertain, coach you. call me at 1-800-743-cnbc or tweet me @jimcramer we have a donny mercer market. as in accentuate the positive, e

l eliminate the negative don't mess with mr. enbetwein bn counterintuitive on the day when the dow dropped 89 points. s&p backs, .6% the nasdaq lost 1 president .25% hear me out. it's true. this market refuses to traffic in everything that's going wrong and instead focuses on what could go right i'm going to give you some concrete examples. we came to this market with plenty of ugliness you could taste the disappointment got house democrats moving to impeach the president for last week's attack on the capitol, basically saying we have a crazy man in the white house capable of anything in the next nine days papers are filled with stories about how biden's inauguration next week could be a similar trav cit tr trav city. bitcoin, tends to help the stock market when it rallies, got taken to the woodshed. down nearly 25%. from its highs last friday, at one point -- by the way, this thing, it does not

tray wed during the weekend. i mean, it's not -- let's just say, i don't regard anything that happened this weekend with bitcoin as being serious, but i understand it's down in short, things look pretty darn bleak i mean, at 4:00 a.m. i was saying we're a loser today yet the futures just can't seem to drag this market down it is the futures that take it down or try to yes, we had a weak opening but then accentuate the positive group came in and started buying they created an in between market with pockets where investors kept latching on to the affirm ti no matter what before i get into the details of what's getting the treatment of legendary songwriter johnny mercer i'm going to tell you a story from this weekend that really does crystalize, crystalize what's happening in the stock market little anecdotal i know you want empirical. i was in summit, new jersey, this weekend i realized i left the plugs for my pc. you know what, my new thing is to carry one of them i break one mostly, because i

eat lunch on one clean it up. oh, i was bummed where are the plugs, where are the plugs? my wife said, we can go to best buy, it's 3 1/2 miles away, what's the deal? i told her no way, i don't want to get to vcovid. we talk about the virus all the time i prefer not to go anywhere except my friend, michael's, because he's got a big-screen tv and he's got terrific ventilation. oh, yeah, hoe's also -- they're nice people. tease are my pri these are my priorities in the age of coronavirus my wife says get in the darn car. she'll go in we get to best buy, there's this line 20 deep to get in the store. get in the store i tell her, you don't be a martyr, i'll go in myself. so i wait my turn. i pass the sign that says they're sold out of playstation, new xbox got to go buy anything involving those -- i get to the front of the line, there's a best buy guy there. yeah, wearing a blue shirt i say, oh, what's the deal with this line? why am i waiting in line and he goes, well, you can't just mill around the store

as a matter of fact, you have to have a customer rep with you and they only have so many customer service reps so you got to wait in line. the lack of crowd protects everyone from covid. even though he said there are a lot of upset people who come up to the door and say can't i just go in and shop i want to buy something. i saw that guys, i'd like to shop get out! hmm. i thank them even as the wait was a bummer. turns out if i'd called ahead, someone would have brought the plugs outside for me i get the plugs. get back in the car. i start griping. i said whoev ever heard of waitg if line to get in the store to be able to buy one thing, not buy anything else and they ship you out? best buy's last quarter wasn't so good. this has got to be the short of a lifetime i mean, screwing up again. she was apoplectic what are you complaining about what kind of jerk are you? what kind of jerk gives a retailer a hard time for protecting their customers and their employees? quel well, she's got a point, this is "mad money," not "mad public health." i figured best buy's got to be in trouble how can you go to a store and a guy says, hey, no shopping here.

but before i can even open the book on it to take a look today to tell you whether to sell it or not, what happens the stock takes off. best buy shopper, everybody this weekend probably had the same experience, at least the smaller format stores. isn't that bad for business? in this market, though, my wife, lisa, is right there are buyers swarming for the stock regardless of the business they don't seem to care that the company's actively discouraging shoppers why not? first maybe they don't care about the quarter because they have visions of vaccines dancing in their heads second, maybe the buyers don't care about the lines people want their electronics. they're willing to wait in the freezing cold to buy them. admittedly, it would have bothered me a lot less if i called ahead for curbside. third, maybe we have a shortage of retail stocks with exposure to the home office theme because nobody's going anywhere when the covid numbers are this horrifying target, williams sonoma, lowe's, home stocks? they all work higher

most important takeaway? i've been trading for four decades. yeah, that old what can you do? any other market, you'd short the stock and not wait a sunday if you weren't allowed to shop in there imagine? how can they make numbers if they're only letting a couple people in? hey, be came of that aisle, you might see something you like in this market a line around the market to get in is a reason to buy, not sell. that's bringing gloom down to a minimum. remember when the whole country went into the lockdown, an incredible buying opportunity for stocks like this one you see stores letting customers in one at a time, the way to play it is amazon, right i say that one's headed higher, too. just had a bad day what about the other accentuate the positive plays let's go over some of them okay boeing all right. sadly, another plane went down this weekend given thecompany's recent trac record, you had to believe the stock would get obliterated today. no, it began a push, but it barely got --. how about twitter? politics aside i think of banning the

number-one attraction, the real donald trump, will hurt their ability to make a lot of money the fact the stock was only down a couple, 3 bucks, in part because twitter made itself essential to news junkies tells me you got to latch on the affirmative on this one, too l then there's the banks i'm reeling for the positivposi. remember low hated they were not anymore. right about now wall street would begin to get real worried about what they are going to report because the stocks are coming in too hot. now nobody cares they keep buying firm upgrades the banks this morning. says the same thing everybody else said. boost the price target of course the stocks have run. it works they run some more look, i'm not totally against this today we learned that because of a semiconductor shortage ford can't manufacture enough vehicles to meet demand. ford, letter "f. at the same time they took a $4.1 billion charge -- >> sell, sell, sell, sell. >> the house of pain [ barking >> -- to end manufacturing in

brazil in any other market there would be shock there would be horror. $4.1 billion charge. huge earnings hit. this one, of course, the stock rallied 3% why? because there's huge demand for ford vehicles, hence the shortage kind of like best buy, right the fact they're shutting down brazilian manufacturing. still going to sell trucks that tells you that the new ceo, jim farley, means business the old ford was willing to keep manufacturing cars and trucks and lose a lot of money. they seem to have a policy we're going to lose money everywhere that's not a winning strategy. farley's willing to be tough which is why the stock remains not a buy. a screaming buy. the bottom line, if you're wondering how long the johnny merceri mercerization of this market can last, stop right there that's a central casting question that's kept people away from stocks for ages when you worry about stocks -- i want you to do this. think of me freezing in line outside best buy waiting to get into an empty store on saturday. it was a lousy experience,

heaven forbid i would actually see something i liked down some empty aisle and they wouldn't let me buy it. you know what, the stock says who cares! mario -- amario in massachusetts. ama amario >> caller: boo-yah, cramer, happy new year. >> same to you. >> caller: i'm a second time, longtime member of action alerts. >> hai have a copy right here. >> reporter: stock up 52% for the year, approaching its 52-week high including 1 cent by you at the street, the team at the street with the huge pipeline of gains still on the horizon, i need to know how to handle my position in take two -- >> thanks for being a member of the actionalerts.com sell club when you go to gaming -- the gaming palaces, what do they quantity the new grand theft auto is coming and there's a new red dead redemption.

and take two down three is a buy. eric in michigan eric >> caller: hello, jim. >> hello, eric. >> caller: my question is on rocket company, symbol rkt. >> rocket mortgage where's that isn't that number 11 right? >> caller: well, yeah. >> is that fitz? >> caller: rocket mortgage -- hoping to be number one here soon my question, jim, is with bank stocks rising in the past few months, with the assumption that interest rates are going higher, and the fact that the lockup is expiring next month for the ipo, do you think these are the reasons the stock is lower and it's kind of trading in a ran range -- >> yeah, you know what, i think that people want right now, they want more -- they want the big banks. i think that you hit upon something big when that lockup expiration comes and then goes i think it's a good company. i think people understand what a good lender they are that's what matters to me. their credit, their lending, is better, superior, than almost every other bank i like the company i had a good hit with the stock.

went all the way opposite, sell, went all the way back. it's interesting but not compelling right now i need beth in virginia. beth >> caller: hi, jim how are you? >> i am good, beth how you doing? >> caller: i'm good. i'm really excited i am -- i don't know if i'm lucky or not to be a widow of a former employee of bentley systems, which is a family-owned engineering firm out of exton, pennsylvania, and bentley supports professionals that are in the need that manage and create the world's infrastructure such as -- >> right. >> caller: -- airports, skyscrapers, industrial, power plants, et cetera, et cetera they went public in september. so my question to you is, as a widow that exercised some stock options at a very low price, would you buy, sell, or hold on to this stock? >> this is the kind of -- exton, p.a., which is about 20 minutes from me, i would say this. i would say that if you believe in infrastructure the way i do now that the democrats own both the house and the senate, you can't sell this.

even though it just had a very big run. i just don't think it's right to sell it. it's in the sweet spot so i think you're in good shape. all right. look, this market refuses to traffic in everything that's going wrong. instead, focus, latches on, to the affirmative. now, if you're wondering how long the johnny mercerization of the market lasts, stop right there. i'm sitting down with the company putting the tech in medtec my ceo of medtronic. then our coverage does not stop there. what, are you kidding me bristol-myers squibb, they just added $2 billion to their buyback program. i got the exclusive with the ceo. and covid vaccines are in high demand no kidding i'm talking with a company helping to manufacture the medicine to find out if it could be a shot in the arm for the stock. a little covid vaccine joke? and please, don't miss my sit-down with emergent biosolutions stay with cramer >> don't miss a second after "mad money." follow @jimcramer on twitter

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what just happened to the stock of medtronic i mean, this morning best of breed medical device maker i like so much presented the jp morgan health care conference, wasn't exactly enamored. stocks ended up slipping 1%. problem? medtronics slimmed its growth forecast for the current quarter because of the current exploesin of covid cases is making people postpone medical procedures. that seems rational. the company had a good -- most of it is stuff woe heard already

at their bullish analyst meeting babb in october. you know what, i, myself, am reminded of the last time the stock pulled back in the wake of the jp morgan health care conference two years ago medtronics spooked investors with conservative commentary, the stock plunged 6% on the spot we talked to the ceo who said it was bullish long term and poundsed the table during the interview. boom, 12 months, stock rallied could we be looking at something similar here as more people get vaccinated there will be immense pent-up demand for medtronic's devices let's check in with geoff martha, chairman and ceo of medtronic. to get a better sense of where his company's headed jeff, welcome back to "mad money." >> thanks, jim great to be here. >> i watched your presentation which was succinct and terrific. you put the tech back in medtech. what i loved when i listened to your presentation i said this could be a software company, this could be a hardware company. i don't necessarily think of it as a health care company, but as a technology company that's using all the things that make

digitization a necessity for you to win in your space >> absolutely. look, i mean, the use of data, data, you mentioned data, we could be a software company, the use of data is really changing i think it will change health care i mean, think about, we're putting little computers inside of people to pace their heart r o or, you know, for defibrillators or as you like to talk about the neurostimulaters for brain modulation they have a therapeutic effect but at the same time we're gathering a lot of data that up until new we skrhaven't really e effectively. now with artificial intelligence and a.i. and cloud computing and more powerful edge computing, you know, our therapies are now improving, you know, dramatically from just even a few years ago and are also becoming more personalized as we harness the power of these technologies and bring that into medtech. >> you used a phrase in the conference where you said, "personal algorithm.

i never heard that i always know algorithms as being a general thing. a personal algorithm, health care that would be amazing. >> well, look, we've got a couple examples of that. one i know you're a fan of is our brain modulation therapy. >> yes. >> so for neurodegenerative disease like parkinson's disease where for 20 years all we did was effectively talk to the brain. right? we're providing electric signals to mitigate symptoms like parkinson's patients have like the shaking of the hand. now we can also listen to the brain. and then titrate the energy we deliver so it's personalized for that patient and gets better over time we launched a deep brain stimulation device that can listen to the brain. we're entering clinical trials shortly to close theloop so we can personalize it we're not quite there yet. we're not very far we announced a similar technology today, you know, that will apply for pain -- for pain, back and leg pain.

>> amazing you know, i listened to your presentation, i thought first of all, maybe no more opiate overdose, people who get hooked. second, the brain is unfathomable medtronic. i don't know anyone else who's doing your kind of work at scale. then i said, you know what, they're spending a lot of money on r&d that's the right thing to do, correct, sir >> absolutely. one of the things, people ask me, look, you've been the ceo for six months, a little over eight months i guess it is, and what's your biggest insights i say, look, the opportunities that we have in medtech and medtronics specifically with our scientific underpinnings, with our technology platforms, what keeps me up at night is we're not -- we need to fund these opportunities that will -- that will advance these technologies and prove the therapies and improve patients' lives so we're getting very creative. putting more money into e iings.

we're using our balance sheet more done seven acquisitions over the last year. these are earlier stage companies that are effectively extensions of our r&d. finally, we've even done partnerships with private equity like blackstone where they put in money and they get a return for that they take on risk and those returns that for us are actually better than our m&a. it's pretty good good returns they extend our r&d. jim, there's so many opportunities a company like medtronic has right now. >> yet, you've always been incredibly shareholder friendly, return a huge amount of your capital to your shareholders it has been amazing. it's only because your stock has been so good that dividend isn't 4%, 5% that's because you pay out a lot of money. >> right and we're committed to that double-digit return. we're a dividend aristocrat. for 43 years, i believe. we intend to stay there. even during covid, as a sign to

our investors, you know, we raise the dividend in line like the historical standards even during covid. >> one last question, how do you get people to go into a trial when people are afraid to go into a doctor's office or a hospital >> well, look, that has been a bit of a challenge some of our trials during covid-19, you know, some of them stopped. some of them definitely slowed so that's been a challenge and, you know, we had to do is partner with the -- our health care partners, our physicians in the health systems to get word out to patients, one, even if you're not in a trial, just to come back into the hospital. >> right. >> the wait isn't worth it and the clinical trials have picked back up that's the good news they did pause for a while but have picked back up now and we see the light at the end of the tunnel here. >> well, this is another rare opportunity like it was a couple years ago. i think you're doing a lot of great things at this company, geoff. great to see you again. >> you, too, jim, thank you. >> okay. that's geoff martha, ceo of medtronic. a caring person who remembers

the kind of stuff i was going over with him when it comes to the amazing stuff they're doing on the brain they're doing work all over the body certainly not just the heart "mad money" is back after the break. coming up, this week the jp morgan health care conference goes virtual the sector has plenty of challenges to address with investors. but does opportunity await cramer sits down with the ceo of bristol-myers squibb when "mad money" returns ♪

nature's bounty unleashes something exciting. say hello to a drug-free way to ease stress. stress comfort. a gummy supplement with lemon balm plus saffron, to naturally boost your mood. stress comfort from nature's bounty. let's talk about the big winners from the jp morgan health care conference we talk eed with lisa gill, remember on friday got more information aside from eli lilly, terrific news on alzheimer's news the best news came from bristol-myers up nearly 4%

bristol-myers gave you lots of smaller good ones. management laid out excellent preliminary revenue goals for new products including at least three new drugs they think could hit $4 billion in sales this deca decade that was exactly what we needed to hear because bristol-myers has a fabulous pipeline, bulked up by the acquisition of cellgreen and recently miocardia. the next few years, they simply use that money to pay down debt and roll out a $2 billion buyback. for years the stock has struggled to break out from its ceiling of resistance in the mid 60s where it's trading right now. i think it's way too cheap could this be what puts them over the edge? let's take a closer look with dr. giovanni caforio, chairman and ceo of bristol-myers squibb, to get a clear read on the vision of the future dr. caforio, welcome back to "mad money." >> thank you, jim. thanks for having me. >> okay. so, giovonni, i look through everything on miocardia and the acquisition and i started thinking, bear with me, all the

things that it does are all the things that happen to men, maybe women, men in their 50s and 60s. why wouldn't we all be taking a miocardia drug at some point in our lives? >> well, jim, let me say first of all cardiovascular disease is a really important area of medical need as you know, we're one of the leading companies in the world in cardiovascular medicines with eloquist the leader in terms of being the leading anti-coagulant in the world. when we looked at the miocardia acquisition, we looked at a number of things first of all, our lead asset, a very serious disease of the heart, extracted hcm and we know that patients are waiting for an option there. there's nothing. that disease there are 100,000 patients in the u.s., alone, with that disease today. we have an opportunity to bring

to them a very noble medicine. the second thing is it extends our cardiovascular franchise beyond eloquist. as you know, that's a really important part of our strategy so it's an important medicine for myokardia. we also acquired earlier assets in their pipeline which are important to treat various types of card skrniovascular disease so i'm really confident we'll continue to be a leader in cardiovascular. >> someone told me the other day you love this acquisition so much, there were only 300 people there. that isn't what matters. doesn't matter how many people are there if you pay $13 billion. it matters what the drugs can do >> in fact, today, we were able to discuss our view of the potential with over $4 billion in sales it's a transformative medicine that's really indicative of the type of business development deals we want to do, mid-sized,

bolt-on acquisition that our growth and reaching for the company in the second half of the decade and myokardia has been a really important acquisition for us and i see us continuing to be active in business developments. >> do you think that some of the reason for the strength on the stock on a down day is people didn't realize the kind of cash flow that you generate that you literally had even after all this debt paid down, the debt paid off has been very impressive, that you still had enough extra to be able to buy back stock when i think a lot of people felt there's no way they can have that much cash to be able to do that. >> i think it's a combination of things first of all, the integration has gone very well today we announced an increased target for synergies at $3 billion, cumulative synergies by 2023 second is our financial strength with $45 billion to $50 billion in free cash flows in '21 through '23, and the third one really is the progress we've already made with advancing our

pipeline and renewing our portfolio. so we have a strategy for growth that is based on innovation and the financial flex blibility tht we have to continue to invest in external opportunities and complement our own internal pipeline is clearly one of the areas of strength for the company. >> you also got -- i don't know if you want to call it lucky, i mean, because it's kind of strange. you had this piece of paper that was canceled because of a problem that was nothing to do with you there was a problem in examining a manufacturing facility, you can't go and look at it because of covid and because of that you generated a lot more cash flow $6.5 billion you saved is that -- was that just a w windfall >> let me say first of all our priority really has been from the beginning to bring this to patients as soon as possible and we did not receive approval by the end of last year which was one of the conditions for

payment of the cdr at the same time, i remain confident that we will obtain approval from the fda for lysosel and this is a differe differentiator medicine that patients are waiting for and we can't wait to have approval to bring it to patients. >> now, i think that there were a lot of people who felt that cellgene overpaid for reseptemberresep ceptos when i look at all the things that's happening now from all the things you got from receptos, i'm not sure it's a big deal. >> we're very excited. as you know, we launched multiple sclerosis in the middle of last year and i'm pleased with the launch. importantly, though, late last year we had positive results from a study in ulcerative colitis. a very large medical need where we now have an opportunity to bring to patients a first-in-class medicine with

biologic safety and efficacy it's very significant as well. you know that from the receptos acquisition, there are some other programs that are earlier in development but zeposia is one of the key medicines that we count on for the renewal of our portfolio and things are progressing very well. >> one last question, there's a -- one of your presentations, it had a list of all the things that have been going on, all the approvals. all of them. no one talks about it. there's just this idea that keytruda won and forget about it dr. caforio, when i look at it, the list, which is about as long as both my arms, i was surprised people don't talk more about the franchise. >> it's exciting days for ofdevo we're returning to growth this year there are multiple opportunities ahead of us. so part of the story is continuing to strengthen our presence in what's called the

m metastatic setting last year we launched in first line lung cancer things are going very well we have important launches coming in gastric cancer and renal cancer the next frontier for both is what we call the early stage where we have an opportunity to make a really big difference for patients and there we already demonstrated a benefit for opdivo in four different types of cancers we're already well positioned to be a leader in this space and continue to grow opdivo and as you think about the growth story that i laid out this morning, clearly, opdivo together with the launch brands are going to be critical to the growth of bristol-myers squibb going forward and the company's in a position of real strength right now. >> that is very clear to me. after just the presentation. lot to learn nose who don those who don't know it. a lot of it is very great. dr. giovanni caforio, ceo of bristol-myers squibb always great to see you, sir. >> thank you, jim. people want inexpensive

stocks that are high quality with a good dividend that's why i always make the joke that why do i have to worry about any stocks because i can own bristol-myers. "mad money's" back after the break. incomparable design makes it beautiful. state of the art technology makes it brilliant. the visionary lexus nx, lease the 2021 nx 300 for $359 a month for 36 months. experience amazing at your lexus dealer.

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for vaccines they signed production deals with the likes of j&j, astrazeneca and novavax. over the summer emergent's stock peaked and come down nearly 40 bucks from its august highs. last night the company preannounced some excellent four-year numbers for 2020 and in anticipation of the jp morgan health care conference and paired that with very bullish guidance for the year. response the stock jumped 1.7% wouldn't be surprised if it got more -- especially because they do have pretty good deals with important companies like j&j let's take a closer look with bob kramer, president and ceo of emergent biosolutions. mr. kramer, welcome back to "mad money." >> jim, good to talk to you. happy new year. >> oh, happy new year to you okay so i read the -- your excellent presentation and jessica fry is a great analyst, says you got three main service pillars of development, drug substance manufacturing, direct product manufacturing and, of course, development and i think it's important that we start talking about that trilogy i don't like to just pin you down to vaccines so why don't you tell people about all the things you do

because a lot of your profits are coming from other things, too. >> yeah, that's right, jim so i think when folks look at emergent, they should recognize the fact that we have a vaccine business unit, device, and drug device combination products, therapeutics and importantly as you point out a very broad contract development and manufacturing business unit which has nine different manufacturing sites offering drug substance manufacturing, development services, drug product and packaging, to all types of customers, large and small and we couldn't be more proud, jim, of the fact that we're right in the middle of this covid-19 vaccine manufacturing collaborations with the firms that you mentioned and are proud to be able to make a contribution to this fight. >> now, i know your five-year deal with j&j which you signed on july 6th is supposed to begin right now, 2021, but you've been working closely with them the whole time, correct?

>> we have we've been working with them since the spring of last year. first of all, to make sure that we have properly stood up, jim, a manufacturing system and process for their covid-19 vaccine so wecan be in a position of scaling up an agreed-upon process and be able to make hundreds of millions of doses for them as well as for companies like astrazeneca >> how do you have the bandwidth to be able to have a billion -- a billion vials? i mean, how does that happen? >> so we have a very unique and flexible manufacturing facility. in fact, the whole network of manufacturing systems and platforms, jim, the one facility that we're doing a lot of the covid-19 vaccine work is based outside of baltimore, and it was designed and constructed for four independent manufacturing

suites each of which is capable of producing high volumes of vaccines like for j&j and as well as for a.z. >> now, dr. gottlieb, former head of the fda, came on our air this morning and said something that i think heartened a lot of people he said, don't be surprised that by the end of this quarter if everyone doesn't really have a chance to get a vaccine. it's right now there's a bottleneck, but the amount of product that's coming out is extraordinary. he made me feel like there's a possibility of a vaccine, even a glut in the second quarter i mean, that would be very -- that would be very positive for the american people. what do you think? >> yeah, i think that's what we're all working toward, jim. and just to state the obvious, these public/private partnerships which were formed last year which seek to leverage infrastructure across the private industry with government in order to kind of create that manufacturing and development muscle for these products is

critically important and i think you'll start to see the benefits and the value of those partnerships later in q1 and into q2. >> so you think warp speed really worked, bob >> i think warp speed was a great structure in that it combined both scientific and technical expertise as well as logistics support for companies like emergent and for our collaborators like astrazeneca and j&j. it gave the financial support that we could go ahead on behalf of our collaborators and manufacture a product at risk in parallel with the phase-3 clinical trials that are going on so that when, and hopefully when and if these products get approved by the fda, we'll already have a head start in having a significant number of doses ready to make it available. >> so you -- you believe that some of these companies literally made -- made millions of doses just with the idea

that, hey, if it works, we got it get it in people's arms >> that was the concept behind operation warp speed. >> right. >> to take any slack out of the system and do things differently in a nontraditional way. take some additional risk. not with, importantly, jim, patient safety or efficacy but to make sure that we had hundreds of millions of doses available to the public as soon as we can. >> well, look, that's our hope i know that a lot of people are very concerned talk about all the time, we've got -- everyone's got to get this vaccine and if we're going to get it, we need bob kramer, president and ceo of emergent biosolutions to make all the vaccines he can. thank you so much, sir >> thanks, jim good to talk to you. >> all right "mad money's" back after the break. i made a business out of my passion. i mean, who doesn't love obsessing over network security?

all our techs are pros. they know exactly which parking lots have the strongest signal. i just don't have the bandwidth for more business. seriously, i don't have the bandwidth. glitchy video calls with regional offices? yeah, that's my thing. with at&t business, you do the things you love. our people and network will help do the things you don't. let's take care of business. at&t.

>> announcer: lightning round is sponsored by td ameritrade ♪ >> it is time. it's time for the lightning round. >> buy, buy, buy. >> sell, sell, sell. >> and then the lightning round is over. are you ready, skee-daddy? time for the lightning round let's start with thomas in florida. thomas >> caller: hey, what's up, jim boo-yah. >> not much, how are you >> caller: i'm pretty good i'm in florida >> okay. that's good for you. >> caller: i want to -- i want to ask you about bluebird bio. >> i think bluebird bio is pure spec it's been some good, some bad, some good. i mean, if you're willing to take the pain of a spec, i like it let's go to don in wisconsin don. >> reporter: boo-yah, jim.

>> boo-yah >> caller: yeah. third-time caller. just have to say, thanks for all you do for me and all the small investors like me. >> excellent thank you. thank you for that. >> caller: i want to say hi to my grandkids, joshua and kaitlyn and their parents. love you more, guys. >> heck, why not >> caller: right and my question is, opinion on oesx, orion energy >> wow that's a small guy third-time caller, don, you know i do my best for you i'm going to have to come back because i do not know orion energy systems let's go to william in michigan. william. >> caller: hi, jim thank you for taking my call. >> yeah. >> caller: i bought this stock in the low tens with a strategy of holding long term with the incoming biden administration and the ability to calm tensions with china, along with profitability and

rebounding and cash flow, do you foresee general electric doubling in 2021 >> i don't think it can double, no i don't think larry culpit -- the ceo, i would say the business is really turning if you get planes back in the air with a vaccine and take a look at how well their hospital business is doing and lump in the fact that windmills, they are actually starting to do well and i think you say that ge is an up stock going higher how about 50, let's say 50 how about we go to chad in tennessee. chad. >> caller: boo-yah from lookout mountain, tennessee. >> there you go. >> caller: my children chatman and mim. we want your opinion of one of our favorite stocks. >> starbucks from 33,000 to 60,000 stores over the next decade combined with margin improvements this will direct massive growth in fy '21 and '22. growth will stay in the low double digits in the out years. >> strongest customer loyalty programs in the world and is likely to be a major holding of ese funds. they also have the best hot

chocolate. starbucks, giddyap >> holy cow. got the walton family there. okay here's the deal. i agree you. i think starbucks is great now, it just had a remarkable run from -- galloped from 80 right to 105 let's have the family kind of just have some of the hot chocolate. you know, maybe go for the -- my wife likes to put the cubes in the thing. i don't know what that's about why would you get hot chocolate and put ice cubes in it? isn't that, like, stupid anyway, i like the stock very much she doesn't watch the show i'm cool let's go to sammy in new york. sammy. >> caller: boo-yah, jim. happy new year >> happy new year right back at you. >> caller: my question is about uber we're in the middle of a pandemic we're not going anywhere uber keeps going up and up tell me your thoughts on this. >> uber eats it's a crusher it really is it's the winner. i think that uber is a terrific stock. it's a big turn. once we got that consolidation in the delivery business and realized that's all we really want, uber eats then uber will

be fine once we get the vaccine. i think you're in great shape. i'm going to veron in new jersey. >> caller: mr. cramer, thanks for taking my call i'm a big fan. first-time caller. >> okay. >> caller: happily satisfied with actionalerts plus. >> boy, it's two actionalerts plus. the club, club member. what's going on? >> caller: i currently hold symbol spwr. with the recent price increase, should i be adding or selling? >> well, i think, look, it's had a bigrun but do not sell it. do not sell it because this is the kind of stock along with a couple others i follow that will do very well over the next four years because joe biden is the most environmentally sensitive president i think we've ever had. i was going to say since nixon because he came up with the clean air and clean water act but no one would ever buy that anyway, let's go to ed in new jersey ed. >> caller: boo-yah, jim. >> boo-yah. >> caller: ed here i want to talk to you about my stock, and if it's not already

on your radar, i think it's worth a closer look. you last mentioned it back in july since then, we've got fda approval the stock price has doubled. and i think the pipeline looks more promising than ever what's your take on biocris pharmaceuticals? i was biased as you know they had a lot of great things they said were going to that and never happened you know what, i'm open minded let's get them back on the show before we jump to a conclusion it's been a long time and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade ♪ that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goals and interests. and it learns with you, so as you become smarter, so do its recommendations. so it's like my streaming service. well except now you're binge learning.

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in all the excitement about tesla, the stock, we sometimes forget about tesla, the company. and what it stands for at the end of the day elon musk has a vision to make a car that doesn't destroy the environment. for years now he's had the electric vehicle market price much to himself to the point where tesla has the kind of scale that allows him to fund their business at a very inexpensive level by selling more stock to eager buyers pretty much every day. tesla's here to stay now they finally have a credible challenger nio. n-i-o. the chinese company that just unveiled an electric luxury sedan this very weekend. this thing does look incredible with great features including an

nvidia-powers autonomous driving solution, why nvidia's stock was up so much bells and whistles that could rival tesla's merchandise. wall street used this has a zero-sum game. tesla versus nio with only one winner tesla plunged almost 8% today. nio surged 6%. even though nio is getting slammed in after-hours training thanks to the downgrade from citigroup. the seesaw-like action of the nature means weakness in nio tonight could be good for tesla tomorrow now, i think the market's attitude toward this is ridiculous right now, electric vehicles make up just 3% of the auto market that's absolutely enough room. i'd say you could have ten times as many automakers i mean, come on. there's so much room here. even with all these new factories, teslas can't make enough cars to satisfy the demand he's how here's how i see it many people who buy tesla's stock think they're making a statement. it's not just a fabulous momentum stock that represents a little chunk of a company that's making massive amounts of money. it's also a way of putting money behind an enterprise that's

trying to make fossil fuels obsole obsolete this is especially true of younger investors who genuinely believe they're contributing to the decline and fall of the internal combustion engine they want to kill the oil industry elon musk is their champion. to them, it's a circle the higher tesla's stock goes, the more money it can raise which allows them to build more cars, make more money and replace more gas guzzlers on the road i don't see nio's new luxury sedan disrupting that process. there's enough room for two high-quality electric carmakers. the internal combustion engine is the past, not the future. what makes me so confident listen, i'm a huge football fan. something you know if you watch my "bull market fantasy show." i watched all six games this weekend including the analysts' car ads. tesla doesn't need to advertise, their cars advertise themselves noup we' but now we're supposed to worry about competition? that's crazy it doesn't hurt that joe biden with ill be a lot more friendly to alternative energy than his predecessor.

the democrats believe in fighting against climate change. wouldn't shock me if they roll out new subsidies or tax credits for electric vehicles even if tesla doesn't need them. we throw more money at the industry, tesla can build more factories and satisfy demand meaning the virtuous circle will only accelerate which brings me back to the nio versus tesla food fight the only thing limiting the companies is their capacity. t that's really up to the manufacturers like nio and tesla. if they keep raising capital at little to no cost thanks to veracious demand from the stock market, they can build more capacity and the combustion engine will die out far more quickly. it is hard to remember another time when individuals bought stock in part because they're simply rooting for the underlying company usually that kind of thing is disastrous but with tesla and nio, it's made you a fortune today's nearly 8% decline does not deter me that's because the buyers are riding one of the great tidal waves of all-time.

the need to cut back on fossil fuels before climate change floods hit the planet. people buying tesla's cars and its stock are rebels with a cause and their cause is winning. i like to say there's always a bull market somewhere. and i promise to try to find it just for you right here on "mad money. i'm jim cramer see you tomorrow the news with shepard smith starts now and now word of demonstrations planned in all 50 states i'm shepard smith. "the news with shepard smith" on cnbc. >> no more talk. democrats take action. congress officially introduces an article of impeachment. the all out effort to remove the president from office is now under way. corporations pulling the plug on political contributions. the president silenced by social media. as the political and business fallout intensifies for the trump