>> earnings next week, amgen and marriott long. >> nadine? >> sell a put, sell a call and mastercard 205, 225 >> see you next friday for more. >> "mad money" starts now. my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now >> hey, i'm cramer welcome to "mad money. welcome to cramerica i'm just trying to make you some money. my job is not just to entertain you but to educate and teach you so call me at 1-800-743-cnbc or tweet me @jimcramer. let's say you told me yesterday

after it was a horror show at 4:00, that this market could finish in the black on a day when apple, amazon and starbucks got pummeled during the earnings period i'd call you crazy these companies are too big, too iconic, too important to the averages yet that's exactly what happened dow gained 99 points nasdaq edging up a nice end to the best october in six years, once again proving the only thing you need to fear about this month is halloween. and i've got to tell you, today i was in heaven. as much as i like amazon and apple, you know that, big tech makes for bad leadership because the group has very few followers. instead, we are being led by a host of red-hot sectors that are much bigger generals than apple or amazon could ever be. i will give you the game plan for next week. we get a read on one of the

biggest stories in this market, semi conductor shortage. apple cnn tim cook told me things might get worse before they get better. is he right? let me go to the sources the sources are in this case onsemi and nxp they do a lot of auto semis. they have exposure in some of the biggest bottlenecks. we get results from fang, diamond energy yeah, diamondback. i have never recommended diamond diagnosis back until recently. people criticized me of recommending them not long ago diamondback is the fastest growing oil company in america but they have gotten a lot more disciplined. i have been telling you select oils would be great. crude in the 80s chevron had a gorgeous quarter with a dividend boost. it remains a buy diamondback, well, that's a lot more volatile, which is a good

thing if i'm right and they give you a monster set of numbers the other end of the spectrum, there's clorox, which is rapidly rising they might not be able to pass onto you the consumer the price increases. they sure couldn't last quarter. i hope for the best but am prepared for the worst tuesday we hear from dupont and estee lauder you should be signing up a lot of good reports coming out about stocks these two, well, let's just say, i don't expect them to have superb quarters. fortunately, the expecting below them it won't take much to move the stocks up. they are worried about chinese demand for cosmetics and skin care dupont was hit hard biff the chip shortage. how about pfizer unlike moderna, pfizer is more complicated than just the covid vaccine story. they are pacing a patent cliff

next year. we need to know if the boosters, which cost a lot of money, are going to cover the patent cliff. let's listen and see if they offset the damage. we get results from bp i bet bp will be wanting chevron and con co are more challenged than the small players like diamondback i just mentioned. or devon, which reports tuesday night or pioneer nat, pioneer natural resources on wednesday night. terrific variable difficult ots. we hear from t-mobile, telco sroeuz for the dividend. at&t for nothing see how many subscribers t-mobile has been able to steal. zillow, the helpful real estate website buying, selling and refurbishing home. the economics turned out against them

what does it really mean we will find out tuesday i've got to tell you, as much as i want to hear what they say, housing will probably be much more dependent on wednesday. that's when the fomc, when jay powell speaks. i do not expect the unexpected cvs is a victor. it reports wednesday morning it has been on a roll, bolstered by covid convenience compared to arch rival walgreens i don't know if they can continue now that the pandemic is winding down. they have a huge health insurance business this is a good time for health, in when humana reports that same morning. now, we talked to sin teen and united health gave us fabulous numbers. i think humana will have the biggest prize. we get results from marriott things are getting better for travel we might hear exactly the opposite from wynn resorts the travel trust owns that one of course you need to be patient when you're running money.

i have patience for wynn, which does a town of business in macao. we are seeing signs china is becoming more friendly to u.s. business no joint venture needed. i don't know which they will become more hospitable it will probably won't be bullish after the quarter. we got the facebook meta apple and amazon numbers last night. are apple being too dire in chip shortage position? too much "ted lasso" and not enough "ted lasso" i bet it can't be that positive either listen to etsy, brooklyn's own i bet the ceo will have a lot to say about his handy crafts can uber rally the situation where they can't find enough drivers? does that answer your question we'll find out thursday.

i think uber can deliver the stock has been kept down by consistent sellers it will mott matter until the weak hands finishing dumping their shares and skyworks solutions their call is actually a concise highlight of earnings. because they give you an eloquent semi conductor state of play analysis. maybe they give us insight into when the chip shortage can come to an end. they manufacture their own and then there's peloton, the darling turned total dog can they make a comeback this smart exercise seems forever linked to the pandemic it hasn't gotten traction since the great reopening. and square, small business lender it has come under pressure with the exception of a firm buying out pay letter sensation i wonder whether square can pull a rabbit out of a hat. i bet their mojo will be absent for now, being a technical term

on wall street after a monster beaten race quarter. finally, enbridge. why is it my favorite? i like the didividend. 6.3% we have a shortage of infrastructure i bet business is good we will have more on the yield as nonprofile comes out 8:30 monday i don't mean to diminish the figure but the numbers are all over the map that their appearance does seem deceiving earnings is finally winding down we have retail coming up week after next that is pegged to the holiday season it will really be boring we are due for the legendary lowry williams next week i will check out with him as he laid out exactly earlier this month what would happen with this october boom. but the bottom line, other than that, i think you stay the course, which includes sticking with apple despite supply chain woes i always say own apple, don't

trade it tom in my home state of new jersey >> caller: jimmy, how are you? >> i'm good. how but? >> caller: excellent i want to thank you again, as always you take good care of your listeners. >> thank you >> caller: and you're a mentor >> oh, thank you that's great thank you. >> caller: well, listen, visa is an interest of mine. they reported fantastic earnings and a great upbeat and the stock sold off a little bit. what's your thoughts on visa >> more than a little bit. visa has now lost 40 points. here's what i'll tell you, the great lisa ellis and i both concur this stock has gotten severely oversold and it makes no sense visa, $500 billion company earnings season is winding down. stay the course in a lot of stocks that really got hammered like visa. stick with apple, even though

the supply chain continues to be spooky even in the face of record highs you have to make sure your portfolio is prepared for whatever the market throws at you. global found list had its global debut yesterday i am chipping away at the stock to see what the future can hold. and don't miss mike souza with the chemical company with some ambitious esg targets so stay with cramer. don't miss a second of "mad money" follow@jimcramer on twitter. have a question? tweet cramer #madtweets send jim an e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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look, in a busy earnings week like this, we are constantly seeing stocks going up by good numbers or sometimes shot down when their metrics don't meet wall street expectations you need to be ready to shield your mad money against these unpredictable volatile swings. that is called diversification that's why we play am i diversified? by the way, i first heard this from the sec chief, gary gensler. he taught it to me, i don't know, probably 20 years ago. you call and tell me your top five holdings and i will tell you if it's diversified enough first up is a video caller nadir. >> caller: boo-yah, jim. this is nadir calling from beautiful oakland, california. sorry for the cowboys t shirt

and thank you for all the information you send us on inve investing. my top five holdings are google, invidia, microsoft, costco, and united health. am i diversified, jim? thank you. >> nadir, i'm kind of blinded by the light there, the star. but that's all right i'm a forgiving person i'm a kind man, good man not unlike marlon brando here we go nvidia, the greatest semi conductor company of our time. costco, perhaps the greatest retail experience of our time. you've got to try -- i'm not kidding/shrimp dish. even better if you go to the left they've not some incredible white fish salad microsoft, uh-oh okay united health is perfect they did of course blowout the quarter.

nvidia, google and microsoft are all set, all tack. and i love them all. and so this is the great quandary that many of us, nadir, have right now and i'm going to say -- i'm going to choose microsoft as a keeper but i'm going to describe google as a conglomerate. that's what i call alphabet. and i'm going to let you keep all these. people could say, jim, that is a violation of everything. but semi, con tkphropl rat, software no longer trade together like they did so even though you're a cowboy fan, i am going to bless that portfolio and i'm going to write about it for the club, in the charitable trust because it is such a complicated issue, that i bless that i can't just say, okay, onto the next because that is a real quandary for most people right now in america. so i've got to give it more time than am i diversified. next up is john in maryland.

john >> caller: hello, jim. this is john from maryland my five stocks are pnc financial, microsoft, target, lowe's, u.p.s. am i diversified >> now, this is a simpler issue for me it's not hard at all microsoft we just identified that as a software company u.p.s. is -- they had a blow-up quarter? how did they have a blow-up quarter in retrospect of what amazon did pnc, people liking the stock lowe's and target are truly the same i had people speak at a sustainability conference, and there's too much overlap there i have to say we'll take out target they have had a great run. and i will put in united health like the gentleman nadir suggested, even though he is a cowboys fan. that way you get the diversification you need now we go to stick with cramer because i took too much time but it's sometimes worth it. it's so hard to figure out do

you own microsoft and you own google and the answer is, yes, you do so stick with cramer >> announcer: coming up, this company floundered in the first day of trading now, cramer serves up all you need to know about the global found list ipo next.

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you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire our market has been so jam-packed with important earnings that you probably didn't notice we had the third largest ipo of the year yesterday and no one paid attention to it. you might think global foundries, one of the largest semi conductor manufacturers, one that actually makes chips here in america, would get our attention given we're in a

global chip shortage it was like they were trying to get it done in secret. they did a really bad job. just terrible. they spent more time on rent the runways. i love that, but they should have focused on this one i can't believe how quietly this happened some kind of ninja ipo global foundries was $47, high end of its range that's where the stock opened before finishing down a few nickels and dimes. 46 and change. sure, it came roaring back today to $48 and change. you consider the huge first-day pop we have gotten used to for a lot of junk merchandise that will probably make any money, that's nothing seriously. the lack of hype is stunning it is a semi conductor family, for heaven's sake, one of five foundries in the world at a time when we're desperate for what, semi conductors. yet it became public with no fanfare. i was shocked with this. what happened? were investors distracted?

that could be. focused on facebook meta verse pitch. something as concrete as semi conductor manufacturing? or something wrong with global foundries? i think wall street is making a mistake and this stock is a buy. first, though, let me give you some background so you can understand where it fits into the semi conductor food chain. it is a place where chips get manufactured although more often we call them fabs fabs, short for fabrication plants because it's too hard to say the word fabrication because that takes too long. so they call it fab. they rarely do their own manufacturing because building plants is very expensive and the margins are relatively low wall street likes high gross margins. so they outsource toplaces lik global foundries or the big dog, taiwan semi.

that's one reason we have this huge shortage right now. there is not a lot of fabs the industry used to look very different. in the old days it was more like intel, which still does much of its own manufacturing. global foundries used to be amds arm until they sold it to the sovereign weight fund. they then went on to acquire ibm's microchip division, which is where they got their plant in upstate new york, vermont, a plant in dresden, germany, and another one in singapore, making no sense whatsoever where they are, right while there are thousands of electronics companies and hundreds of chip makers, there are a handful of large scale foundries. global foundries is the only company doing this in america with their state of art facility in upstate new york. you have taiwan assembly, micro

electronics in taiwan. global foundries in new york do not bother googling walta it is that cool mediterranean paradise and a falcon. at a time when everyone is worried about the global supply chain especially with china getting aggressive in southeast asia, this is the only one not in reach of the chinese air force. perhaps more important, global foundries makes full-featured chips. that's an important point. that is a term of art, full-featured chips. these are the cheaper, less sophisticated semi conductor that go into all kinds of machines, including the cars it may be the best when automakers want more chips, giving them more pricing powers. how about the numbers? this is where it gets interesting. historically, it hasn't been a great business there is a reason they offloaded the past few decades they saw sales shrink as they

focused on the core end markets, smart smartphones. they care about personal computing, infrastructure and the cloud. the internet of things and autos. those are the strong end markets. when you look at the financials, you see years of declining numbers from 2018 to 2020. at the same time, during that period, their cash flow situation was improving. remember, this was all part of a turnaround effort that was actually as quiet as the way the bankers had the ipo. what matters is that 2021 has been very different. thanks to the worldwide chip shortage, global foundries is doing incredibly well. they are still in slightly negative territory this is a company that needs to recognize enormous depreciation losses every year, even though they are entirely on paper what's more important is the earnings before interest, taxes, depreciation and amortization which surged 42% in the first half if anything, the preliminary results for the third quarter

look even better probably looking at 55% revenue, and 80% ebitda, which is nuts. put it altogether and there is a lot to look with this one. it is the only one with a truly global presence when chips are in short supply and the world wants to diversify everything in southeast asia as a matter of national security. they make full featured chips when other foundries don't want to go there. too worried about margins. they are off den nated as dumb chips, cost a dollar and change instead of the hyperscale computing chips, those are really what's in demand. you can get it at the highest end for like the cloud a dumb chip can become smart they are tied to some of the best secular trends on earth trends, by the way, secular only post pandemic. on top of that, after investing heavily in new capacity the last decade, global foundries is

making a fortune they are in the process of selling one of their upstate new york facilities to onsemi. they plan to add more capacity in singapore, germany and new york, which means of earnings won't look great in 2022 that said, we now know they can clean up thanks to the industry-wide supply constraints, one last positive governments around the world have woken up that semi conductor shortage is a strategic threat so they have spent heavily to promote domestic manufacturing as a result, global foundries are getting them from singapore and new york i would be surprised if they don't get more money from the federal government and from germany. every time you hear how washington wants to fix the semi conductor shortage, think of one thing, global foundries. the uae sovereign wealth fund still owns 90 percent of the country. it is a close u.s. ally. it is still basically run by what's a private equity fund sub optimal.

second, while it is an ollie developly, it lags far behind samsung and semi third, this is a tough industry. long pay back periods, tight margins and the whole group gets eviscerated every time there is a down side. you have to believe you have long-term demand for chips if you own this, something tom caufield is a great spokesperson for. the bottom line, having spoken to so many companies in desperate need of chips, i think the shortage will persist for longer than we would like, which is bad news for the global economy but fantastic news for global found list. and that's why i think it's a buy. now, make that a solid buy dan in missouri. >> caller: hey, jim, i kind of need your opinion on my fine technology stack a company that made $2.37 in

2020, $5.13 in 2021. expecting $9.in 2022 one sell >> right >> caller: average price of 96.09. got low of 58 and 165. 12% down and 40% up. it looks like a good buy to me >> here's the problem. here's the problem there isn't a person, including the ceo, who wouldn't admit there is pricing pressure on some of their product lines. there's a lot of dram. i think it will be in a bitof glut we know from western digital, we have a bit of a glut in flash. i want to hold off it has not bottomed yet. low 60s it bottoms, and then we take a shot at it. bad news for the global economy, fantastic news for a company that nobody cares about and they should global foundries auto its a buy much more "mad money" and dow,

the old dow chemical how is the chemical commodity play -- that's a tongue twister, isn't it support a healthier and greener earth. yeah, plastic. and demand or supply, that's the question a closer look at some of the week's biggest reports and sharing why this question can help you craft and then of course rapid fire. the lightning round. so stay with cramer.

now that we've made it through the busiest week of earnings season, sheer hell, by the way, i want to carve out time to talk about some of the

longer term issues that plague not just our country the but the entire world climate change the need for more sustainable business practices this is something that never mattered on wall street. we have a new generation of money managers who generally take this stuff seriously, maybe because they don't want manhattan sinking below sea level before they retire, their beach houses could be taken away from rising tide from melted water from the ice cap younger investors have cast gated everyone, including me get more real about the planet as a stakeholder and that's something i'm doing this year and for the restof the term that i do this show see, it's gotten to the point where some of the most carbon intensive companies on earth have got a ledge on the environment. yesterday at esg impact conference, something i really passionately care about, i spoke with an intellectual, chairman and ceo of dow, the iconic chemical company, that does burn

through natural gas like there's no tomorrow. dow has some ambitious climate initiatives, really smart ones to the point where they are aiming for zero carbon emissions by 2050. unthinkable even five years ago. so i want you to take a look jim, you have been outspoken as one of the great ceos in terms of sustainability and net zero but at the same time, as you know when i first met you, you made plastic a lot of the younger people say, you know what, it doesn't really matter what he does. he makes plastic, and plastic is bad for the environment. before we get into the unbelievable efforts you made to save the environment, what do you say to people who say, uh, plastic, that's bad. we should be using paper it's much better it's much cleaner, much more environmental. >> well, jim, great to be here and plastics play an important role in our lives. and one of the reasons they have grown to be as big as they are today is because the sustainable

nature of the product. it has the lowest co2 footprint of any of the alternative packages that are out there. it is completely recyclable. the issue we are trying to deal with is one of plastic waste, which is really a waste and infrastructure issue we are trying to tackle that through alliances like the alliance and plastic waste in private and public partnerships around the world we are going to take our portfolio to zero scope one and two emissions by 2050. we have announced the first plans to do that when we do that, it will make plastics the most sustainable product out there. >> all right so let's talk about the notion that you're the ceo of a company that has got to make a lot of money for shareholders at the same time you care passionately about the environment. you are doing some things like building a cracker and burns it. you are building some big plant in some place that is who the hell knows, will probably cost a fortune and how can it possibly

be good for the environment. that's precisely why you are doing that can you explain the dual mandate by making money for shareholders while trying to preserve the environment? >> we work on a big scale in the products that we make. so when we make an investment, sometimes it's more than a billion dollar investment. and investors want to know their dividend is safe they want to know your balance sheet is good and that you are going to be able to not only decarbonize the footprint, but decarbonize and grow we made the announcement in alberta for two reasons. one was because of the policies that were there because of the price on carbon and the ability to capture carbon and sequester it but secondly, it's based on technology investments and things that we can do. we can -- we have an existing cracker in alberta what we do when we make ethylene, you crack methane and hydrogen off the back end of the

cracker. we will build a new cracker, take the backend products off the existing cracker and the new cracker, put it through an auto thermal reformer and make clean hydrogen it will fuel the whole complex i will take the whole complex to zero scope one and two emissions with this project. that's 20% of my ethylene and plastics footprint around the world. and it will more than triple the amount of product i make that. >> circlearity, sustainability, carbon chapture and it has the least footprint of anything on earth, radio it >> well, this is circular hydrogen is what we would call it green hydrogen is a little bit farther away and a little more expensive. this is taking byproducts and converting them through autothermal reforming. it is less expensive than even blue hydrogen. by doing that, we know we can

generate a return on invested capital greater than 15% with this investment. which for an investor is exactly what they're looking for how can you give me a return, how can you keep my dividend whole, how can you grow your enterprise, and keep a value creating multiple on the company. at the same time, we reduce the tail risk on the company and move ourselves to green. over the last 18 months, during covid, we went through 12 sites globally that is our co2 footprint. and we laid out a plan between now and 2050 to methodically get the sites to zero scope one and two emissions and earmarked a million dollars a year amortization is about 2.9. a million will go to reorganize and grow the company >> let's talk about fashion, something that you and i rarely talk about talk about ralf lauren innovative company they make clothes.

a lot of clothes that end up in landfills. dyes and things people don't like in the environment. suddenly, i read about dow open source and ralph lauren in the same headline. what's going on? >> well, ralph lauren has been a partner through the olympics and ralph lauren is a big user of cotton. and to dye textiles it takes a lot of chemicals and water and you generate a lot of waste. you are trying to use heat and pressure to put the dye into the fabric we worked with ralph lauren and created echo fast pure which really works on the cotton, changes the charge of the cotton and to dye the cotton you need 90% less chemicals, 50% less energy, 50% less water and it's so environmentally friendly -- >> how do we be sure others do what you are doing in alberta? i fear the issue of it looks

good but it's one off and it's really designed, the cynics would say, to hide what else you're up to >> well, we're working hard on policy i would like to see the united states have policies like canada we need a global marketplace on carbon we need a price on carbon here we need caps and allowances on co2 emissions. and an emissions trading system type of a scheme, allowances that would reduce overtime and a line with targets to get co2 emissions down that allows you to bring in the capital markets to make these investments. we also need infrastructure for both hydrogen and for co2 capture. one of the reasons we went to canada first is there is a co2 capture trunk line, the alberta carbon trunk line. we'll take all the co2 emissions from that site there we need to develop that here we signed on with exxon and 11

other companies to really create a hub like that in houston so we need some support from a cap standpoint in terms of incentives but we also need the price on carbon so that the higher cost of doing all this doesn't just get passed onto the consumer >> now, we know that, as you said about plastic, it's easily recyclable i know some companies do and i know eastman chemical talking about it as being the great savior of the planet to some degree what i'm concerned about is in the end, doesn't it take will of people and perhaps government incentives, which i'm sure you talk about all the time at the alliance of plastic waste, to get the planet saved and i want to emphasize, there are whole countries, jim, that don't care about this, right if they don't care, certainly it doesn't matter and aren't they, if there is a

so-called villain in the story, the people in countries that simply don't care and dump plastic in our rivers and oceans >> i think what you are seeing around the world is plastics have helped deliver fresh food, medicines, any number of things, to a growing economy and a growing population, growing middle class and in some countries in the world, that growing population and growing middleclass has outstripped their capability to deal with waste management here in the united states our waste management system is managed. we still live in a linear economy where not just flasks but a lot of things people have they use once and throw it away. you have to incentivize the circular nature of the recycling of the product what we have committed to is we think there are some targets

that industry can agree to for example, if plastics and packaging companies could agree to 30% post consumer recycle material in all their packages, this would drive demand that would create incentives for people to participate in recycling. if everybody municipality had curbside recycling that included plastics, and we make digital sorting which are profitable today to sort the plastics at the recycling facility we create a stream that can be used to fulfill those targets. and so we worked with the epa for years. 50% recycle mandate in the united states is not out of reach. we just need to get the policies and the investments lined up to go do it there are a lot of startup companies with good technology we are just trying to get project by project up and

running, demonstrate that they work, and get more municipalities and more governments to sign on >> well, jim, you have me as a believer i have been able to speak to you many times i know you are the leader in this area. and if others joined you, i think that we wouldn't be talking esg. we would be talking about how we clean up the planet every day. jim fitterling ceo of dow next, the fallout as the deadline passes. plus, the armorer from the "rust" shooting speaking out the news with sheppard smith next on cnbc from science austria, zentestine! create hope for regular go and happiest pants. say no to consume zentestine if toilet lives far away. if no go for 96 hours, call doctor... translation is complex. transperfect makes it simple. our experts help your business succeed. in any market, any language, any industry.

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lightning round sponsored by td ameritrade. it is time for lightning round.

are you ready? darryl in california darryl >> caller: hi, jim, from california i'm a long time watcher since kudlow and cramer. >> holy cow. i was young then what's going on? >> caller: my stock has a 9 % dividend earnings next week owe hi, omega health care >> this is hard for me to fathom btr 3% yield i have to see what's going on. usually that's a red flag to have a yield that high paul in california paul >> caller: boo-yah, jim cramer >> boo-yah, paul >> caller: ezlo. >> total spec on different illnesses. when i see its spec on cancer, because my mom died from cancer, i say let's give this a shot because someone might have

something against these dreaded diseases it's not just one disease. robert in maryland what's happening >> caller: yes, sir. hey, look, i know you love crowd strike and palo alto but what about jay >> i like jay. don't get me wrong this stock never had a down day, it seems it does really good. let's go to zach in new york zach >> caller: jim, how are you doing? thanks for having me on. my question is about die com industries >> why isn't that stock higher ladies and gentlemen, that is your lightning round >> announcer: lightning round is sponsored by td ameritradeer .

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demand or supply that is the question whether it is nobler in the mind to suffer through a tough quarters in apple, to wind up with outrageous fortunes, or to take up arms against a sea of troubles and sell the darn stock. as so many doubting analysts

want you to do oh, apple, hasn't it become the perfect microcosm of the moment? i want to go to globe fear and metaverse and watch this apple play i wanted to do hamlet. but i couldn't make the course anyway, they delivered a gigantic quarter they left 6 billion in sales on the table because of the chip shortage demand too great, supply too little they think we may have reached saturation yeah, that's right no more phones we don't need them my 13 which i just love, the heck with it look, it has 17,000 cameras. anyway, or the holiday sales will rotate to other goods, not other apple products because there won't be enough of them. i think they will buy typewriters and alarm clocks now, i think all these people are dead wrong who criticize apple. first of all, they had an

amazing quarter. let's think about this, wall street totally accepts tim cook, no he deserves as much trust as the auto ceos. understand, though, this is the quarter where many companies are on the defensive about whether demand can last. so i want you to take a look at stanley black & decker i interviewed them on "squawk on the street". the tool maker did it in large part because it has hundreds of millions of merchandise sitting in the containers in the pacific. the stocks have gotten crushed because of questions about what would happen when the tools arrive will they be sold? will they sit on the shelves lonely at lowe's please buy me. because now we have too many of them like with apple, i believe in the narrative that stanley black and decker is peddling i'm buying what they're selling. there is tremendous demand for tools to transform your home and home office.

i see it accelerating when people realize hybrid work has become permanent and the younger generation should say, listen, make me come to work so why the heck are the analysts so nervous because they think we've been here before. they know it's impossible to tell when a product cycle is about to collapse. so they need to dig in their heels and try to get ahead of it sooner or later they get to the peak the analyst will be glorified! he will be lionized. everyone who misses it will look like a moron i've told you this before, that this industry has a bearish bias even as the stock market has been bullish, say, my entire life no one got cast gated for calling the top too early. but they will tear you to pieces if you call it too late. as a result, there are tons of industries where they call peaks prematurely routinely.

people say 2022 will be a down year for steel they think it is going to get crushed. the cramer club says that steel, which is only at cnbc, the cramer club says steel should remain steady, though. you can buy nucore at a cheap price compared to what it will be next year new supply isn't really coming online so many investors are piling into the group, even as the analysts aren't. see numbers are too low but the analysts have seen it before they are smarter than we are my favorite thing, though, is the spot when a company has become much less cyclical than it used to be, less of a boom bust story than he we think. take lost week we had brunswick on, right brunswick is easy to know, big boating company. and i feared the stock was about to get k.o.'d by the analyst community.

after talking to the ceo, it's clear that the business is much less hostage in demand for boats now because it gets 50% of its revenues from parts and services these are revenues, earning stream, traditional, predictable, institutional money managers will pay more for that because it's consistent even as the stock ended up pulling back today. now, i think the same thing is happening with another company we had on, the industrial gas distributor. it is one we spoke to the other day. we had a good piece on it. it is become less of asik cal, more of a secular growth story the stock has been running by the way, it hit an all-time high today be careful of leaving the stocks too soon something i talk all the time about it with club members strap yourself to the mast right to the mast. the analysts say you need to dodge a let and you should sell,

but there is no point in dodging a bullet that is not coming, at least not in the next year and that's what you need to think about when you're investing. now, i would 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 i see you pfizer finally gets the green lightfrom the fda to start vaccinating kids i'm kelly evans in for shepard smith. this is the news on cnbc the mandate resistance scores of cops, firefighters and first responders refusing to get the vaccine. the impact on critical services with the deadline now passed the armorer breaks her silence after alec baldwin's fatal shooting her defense. plus the call to ban all