>> you think the mets had to do sherza for their fan base? yes or no? >> had to, yes >> see that? it really is amazing amat semi equipment name sold off a little bit >> thanks for my mission is simple, to make you money i'm here to level the playing field for all investors. there's a bull market summer i promise to help you find it. mad money starts now hey, i'm cramer. welcome to mad money i'm doing many best to try to mk you some money call me. they lost again.

they forget this is market that wants to be bought badly especially when you get a sudden dip or the averages are over sold, as they were the s&p jumping. a country as large as ours doesn't have someone walking around with the omnicron va variant. it may not be more deadly. i think there could be some more selling when we get a new victim our optimism is obscure. we convince ourselves that we're invulnerable and something reminds us that we're not and stocks get slammed remember when the previous administration told us that things were under control and covid was contained and it

wasn't and bingo the bad news is a lot of people assume we can go back to normal. i wish i could say the same but not a single authority i know is making that bullish argument what is the riepgt way to approach the omnicron strain i want to go clinical. what i want to do in this whole scenario is rely on science. that means relying on pfizer and moderna. we heard from dr. albert borliss and ceo of moderna this morning on "squawk." i found myself i hope they win

"time" magazine person of the year they're amazing. i trust these two gentlemen as much as i distrust the people running the world health organization, the cdc, the fda and the nih. a vertical alphabet soup of expert who is seem like they are way in over their heads. when i say trust the science, that doesn't mean buy the science. it doesn't buy the stock market but it means do not panic. once again, do not panic those who panic it was friday. already they -- they got a kick me sign on their forehead, on their back man, they regret it.

i think we heard one loud shoe drop friday. we're waiting for a softer shoe. it will give you the confidence to buy stocks a second time. one list if you think we're going back to business as usual. that's the buy the dip that we already had. another list for those who are worried about a slow down, that mean a viable dip that's about to happen. the drug companies are using

sophisticated methods at an unbelievable blistering pace artificial intelligence has celebrated the vaccine process it takes days. you have to sell some like this new variant. totally on the ropes just stomped even as they had said it yet. that's fear pulling the trigger. not rationality. second, the government had to act decisively because most reviewed too slow the first time that doesn't mean we get the dreaded lockdown sure, we'll have more mask mandates and only be o beyed by people vaccinated. not in a cards we'll likely have a robust market it's not the kind of thing that should trigger a huge decline especially given how over sold stocks were coming in. hence shs don't panic. i don't know how many times i

can say it, if i don't, there's a lot of things i dress in the investment club. this is a key tenant as i put out when i did several on friday telling you not to panic i'm glad i did that. we have seen repeated come back rallies. some that last till morning. others last all day. speaking of this, really the best example that's west texas crude. it was around 80 bucks a week ago. our president led a coordinated round of patrol sales. one day of the omnicron omnicron variant took all that.

if it gets club and the market still goes down with it. when day-to-day basis oil is more of a pressure, the future traders are which is almost entirely divorce from how many oil we're pumping out of the ground and the demand side, how many we're using i say forget oil prices. the oil stocks are the real tells. they hit it all. the fate in the balance. it might have laid waste and your paycheck taking out the financial stream, including the atm.

this time we got a fed chief who is not asleep at twheel. only one of these guys seem in charge and unphased. i'm sick of talking about it bottom line, the last two sessions were another demonstration that panic is not a strategy for you it's not a strategy at all am i worried about the variant, sure we have seen this movie before we know how it ends. let's go to bill in new jersey bill. >> caller: my question is, what will ge offer current shareholders when it becomes three independent companies? >> oh, boy a lot of people now do not like this break up.

i think that's wrong i think people don't like the combination either you need airlines to do well and that's not going to happen with omnicron omnicron. y you need to see the power business doing better and health care doing well. i would buy that particular aspect of the company immediately. what you have is three plus three equals -- you have one plus one plus one plus one equals three i'd hold onto ge happy hol days and thanks for your help. >> right back at you. >> caller: with the holiday season approaching, what are your thoughts with fedex >> today there was a nasty downgrade of a stock i like very much, which is u.p.s she was saying, we're not going to miss for christmas.

some guys still felt heartless enough to take grinch to her i don't have that disease. i think u.p.s. and fedex will do well i think fred smith is good he -- i mean, his son is the coach of the falcons i love the falcons look, just more proof that panic always fails you must believe in that concept. panic, not a strategy. the omnicron variant wreaks havoc on the market. do you want to brace for slow d slowdown or not? i'll reveal list of stocks worth buying can we go to the biggest prop proponent. don't my exclusive stay with cramer

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don't fear a shutdown. fear a slowdown. as i said at the top of the show, a shutdown is just off the table but an omnicron induced slow down complete with dreaded masks, the social distancing, is much more likely what do we do in a slowdown

situation? there's always a bull market somewhere. in a slowdown, there's a whole bunch of them. a slowdown might be bad but it's what we call secular growth stocks that the stocks that don't need a strong economy in order to thrive the most obviously are the cloud software stocks because businesses won't stop migrating to the cloud even if the economy takes a hit. our number one omnicron slowdown pick is easy it has a big rally today it shouldn't have been down friday in is a company that does well when people are square scao go to the mall and when companies embrace the cloud.

next winner, mike -- that didn't let us during the reopening or the delta panic. microsoft teams pops up on a bc when ever you open it. nothing sells like systems that you can't get rid of when they down loaded right to your computer and some stealth upgrade that happen in the middle of the night that i can't stand. there's netflix. this is a nice story they did well in the lockdown and shockingly well in the roping

how about alphabet did better than any fang stock wait after this run is too dice zi to pull the trigger facebook, meta platforms who else wins in the a slowdown. sometimes you can't over think it you have to say the utilities. we're so blessed to get the regularly quarter lowdown. when we spoke to the ceo a couple of weeks ago, he told the story. the stock is 83 bucks in the mid range between the high and low just as important the fed won't hit us with a rate hike. it's hard to go wrong with ap even though no one says jim thanks it's double and gives me a great yield the whole way through.

what about the other winners you have some health care plays you have to get into let's get to the crux of what works here but requires taking a little more risk the companies that work in a slowdown but will turn into pinatas and hear about how the federal reserve needs to slam the breaks or just the word taper which i'm banning from the show i don't want to hear taper again unless it's involved with a tapeworm of one of my dogs, which i hope he doesn't get.

until covid is beaten, it's hard to raise rates it's been a heck of a lot better to maintain vigilance. i'm getting a lot of millennials saying my boss call me, i told the fwosz take a hike. i never told my boss i say when, when this may be the variant that breaks the camel's back. we're not going back to the office the office is omnicron center which is more infectious even if it's not more lethal here we go people are going back to the office and many of those are thinking of leaving are going to move to the suburbs of the country and buy. lennar which put up spectacular numbers with a stock that's

unrelenting and up more than 40% for the year it's down 7 from its high. we're now in the part of the year where the winners win takes over the whole market. it's the best they have seen the housing business that comment came during the great reopening. a fantastic land bank. ceo masterful manager. no guess work necessary. we got all the quarters so they can't crew them up

all three reported earnings. ceo marvin ellison has more to do it's the only real play of people moving to the suburbs but going full zoom land tracker supply is not being by snobbish money managers. they took one look at the parking lot and don't see a benz or bmw or tesla, they assume it's no buying power in reality, they won't look at the parking lot. it's too far outside manhattan i'm going all in now.

it's the cheapest stock the group has come down. bottom line, these are the slow down winners if you think it's too negative, i got a bunch of quick bounce plays after the break. let's go to betsy in california. betsy. >> caller: hey, jim. it's good to hear from you again. >> thank you >> caller: yeah, i have your action alerts. i've been following you for years and years. jim, here's my question. second home sales are up 42% actually in california they're up even more than that which is surprising to me but they are. large items in terms of home buyers are up 42%. >> okay. >> caller: given that, is it

conceivable that our age whose chart looks horrible can meet the 16.73% over the prior third years results? they haven't missed once i'm woerndsi wondering if you tk friedman can do it >> we don't want to be trapped by the quarter it's the cnbc investment club. it's a little different. it's better. we're taking the shut down off the table. a slowdown is likely we'll let you say this, a whole bunch of bull markets in slowdown if last friday was as bad as it gets when it comes to the spread of omnicron, some stocks could benefit from a true market bounce on black friday, peak sales at 3.1 million across this

worldwide. i'm hearing more about how the company is supporting this holiday season and we'll get it right to the company's top brass, yes when will this all come to an end. i'm using history as my guide. i got to tell you something, probably some will be out raged. i don't care

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you're a one-man stitchwork master. but your staffing plan needs to go up a size. 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 i just told you what works but what if the market barely skips a baeeat and last friday,i as bad as it gets. if it turns out to be much ado about nothing, first you have to circle back to travel and

leisure. the stock has been hammered. i think you're getting a buying opportunity here he's taking on the governor of florida in the name of passenger safety norweigan has reservations a little over a month ago, it was 157. if you believe this new variant won't really matter to the economy, won't matter how much people go out then it's exactly what america is saying if you're more risk averse, you can buy more once we get the first confirmed omnicron cases in america

hence why the stock worked today. this is the one where you want to wait for the first omnicron case here baa it should have given you better entry point it's already going up too much we know what the pattern looks like they sell it when they are panicking about the pandemic i think they will buy it again if you think it's going back to normal, how about two retailers that had phenomenal earnings within the last, let's say, ten trading sessions macy's and american eagle. no idea. i do know this, macy's had a

fantastic quarter. flag ship store will be making a fortune. this market once at amazon without the ads. for all i know it was the real real and its dopplegangers my marketplace, none of them with their core business i think it would be huge there was the grave misfortune around the same time as gap. the most exciting concept at the mall they have enough infrastructure to handle any expansion online and offline. i need you to go read the piece by mac boss about how well american eagle did versus the composition.

what else works in a worldwher the new variant doesn't do much? let's think about what was happening before omnicron. ford motor was headed to 23, at the least. we're getting closer to a future where ford is the only major competitor to tesla. regular viewers i know i love tesla and that hasn't changed. ford has gotten ridiculously cheap stock. i'm conscious it's about to get rerated up they can plow it all in to ev. you can travel along by joining the cnbc investment club we write about those things endlessly. it's important to teach you how to do the research you need when

managing your own money. just sign up i'm very excited about them. i think it's spectacular now let's focus on the other aspect stocks we got wrong where it's already too late to sell it makes more sense to be patient. i don't tell you what's good i tell you where i screwed up. disney stock has gone from above 200 when the great reopening trade got rolling in march down to 147 today we started buying it too early what's happened here first the theme park got derailed by delta and then the company came up short. i say they are both bad news but how bad. that's the question. has mickey mouse become toxic. has every one decided to own marvel tech and sell marvel

comics i say enough already will you give me break here. that's like 365 days from here do you think you'll feel like an idiot for buying disney down more than 50 points from its high i doubt it first the delta variant and the chinese crackdown. the bulk of wynn's business isn't macau. maybe you think it makes sense given china arrested a criminal. i'm a believer in bargain

hunting. count me in. you can pick up some now and wait for it to sell off when we get our first confirmed case a two for one. here is the bottom line. i'm not necessarily is aing it will be able to keep on chugging without over heating we have a new variant. it's a real possibility. you need to be prepared for it you also have to be ready when nasdaq goes back there will be some good business running these stocks ann in indiana ann. >> caller: thanks for taking my call >> what's going on >> caller: i have a question why do rates going up tell us that the market's not going to lockdown the variant isn't going to stop

commerce i don't get it >> that's great question sometimes we're too good we try to explain this and we can never stop spexplaining it right. if the economy will get stronger because the variant will be put in its place then the economy resurges there's more demand for money and rates go higher. that's what money is measured by the fed can raise rates. we should nef shortchange the whole food chain i promise to work harder for you in the investment club to get that point out i can't say it enough. if the omnicron freak out on friday is as bad as it gets and the economy keeps on chugging but it doesn't over heat, now you have the names look at these. these are like terrific. i'm not giving you the top market i'm giving you the bottom. much more mad money, including my exclusive with shopify. i'm hearing more of how shopify is empowering merchants this

holiday season, including today. what's it going to take to get this pandemic in the rear view mirror i'm giving you my take after the latest developments with the omnicron variant you may not like it. good all your calls for rapid fire in lightning round. stay with cramer plap if you wake up thinking about the market and want to make the right moves fast... get decision tech from fidelity. [ cellphone vibrates ] you'll get proactive alerts for market events before they happen... and insights on every buy and sell decision. with zero-commission online u.s. stock and etf trades. for smarter trading decisions, get decisi from fideli.

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♪ ♪ wow, we're crunching tons of polygons here! what's going on? where's regina? hi, i'm ladonna. i invest in invesco qqq, a fund that gives me access to the nasdaq-100 innovations, like real time cgi. okay... yeah... oh. don't worry i got it! become an agent of innovation with invesco qqq . this omnicron variant is big deal a company that helps small, medium size businesses set up their own platform $2.9 billion in sales across

their business of 21% last year. this was the first black friday on record when total online sales declined because we couldn't shop in person in 2020. shopify said it didn't derail the stock. let's check in with harley he's the president of shopify. welcome back >> so great to be here always a pleasure to be on your show >> a lot of people said black friday was weak. i look at your numbers and it may have been weak for the other guy but it doesn't seem like it was making hopify. >> it's quite unbelievable numbers are still rolling in but my prediction is direct to consumer brands in small businesses will be the winners black friday set the stage for the weekend. you mentioned this already global sales, we saw $2.9

billion on friday alone. that's a 21% increase since last year that's more than double 2019 black friday i think we saw in 2019 merchants cross the $2.9 billion sales mark for the entire weekend. on friday, it did that in one day. cyber monday is off to an amazing start. shopify merchants have surpassed $5.1 billion globally. we have seen peak sales as high as $1.5 million a minute or 13,000 orders a minute what we're seeing in realtime is modern capitalize is on full display. it's quite clear that consumer favorite brands are now using shopify. if you go to live map, i'm look at it right now, we're seeing about 1.4 million sales happen ef minute and 12.5 thousands orders per minute.

shopify merchants are out pacing the industry at these astonishing rates and they continue to do so during the biggest shopping moment of the year >> why doesn't it over load the system and your system break down >> part of what shopify does is we want to be the retail operating system for the future of commerce. in order to do that, we have to be resill yents. that's one of the reasons that i think so many people choose us because you can get started with us when you become an incumbent or the leader in your vertical, you can stay with us there are places that i didn't think would be leaders >> the way we future the future of retail is retail in every single surface area.

it's not just on different surface area, it will happen internationally. >> one of the things i love is when i look at what's top trending, i don't know it. that's the victory we have seen companies like lego and mattel and spanx, these traditional brands that are coming to shopify as well.

they then become coonsume r favorites. shopify provides them with the infrastructure, we're seeing brands able to grow at paces never seen in retail before. look at gym shark. they weren't around ten years ago and they are rivaling the likes of nike. that's happening on shopify. >> this from october 2021. it shows amazon 39%. shopify 8.6% if you had to eye baball what you're seeing, do you think you could take double digits here? >> we're growing faster in the industry as a whole. consumers this holiday season is

voting with wallets to buy direct from brands they love we'll see more and more. it shifts toward independent retail they're the future that's modern capitalism >> i don't care whether black friday was up or down. i care about modern capitalism you're always a joy. i welcome you on the show any time you can be. president of shopify good to see you, sir >> good to see you, jim. we don't necessarily care whether we break records we care which companies are breaking records we're back

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since that stock already moved too much shelly in california shelly >> caller: happy holidays. >> same to you i love the holiday season. what's happening >> caller: ofcr. >> oh, geez. i learned that in french class we got enough. we don't need these guys sorry. let's go to ven cat in virginia. >> caller: good evening. >> kwwhat's happening >> caller: i would like to hear your thoughts about one of my favorite companies right now the company called lemonade sd >> it's a good company these are good companies oscar has great data that doesn't make for a great stock. that's the problem.

let's go do lee in washington. >> caller: how you doing >> i'm have had a good day how about you? >> caller: it's not raining out here in olympia, washington. i'm happy. >> i had not known that report. >> caller: what will are your thoughts on bngo >> there's not much there. it's a good spec. i'm not against it let's go to joel in california joel >> caller: thank you for taking my call. s >> you're welcome. >> caller: we had a nice position after the merger we have a nice position in bristol meyer.

it pay a good dividend what is the out look forward and what's one do with their holdings >> we just didn't see enough to merge that investment over others that we felt in the group. i feel the same way. i felt it when it was at 2.8%. i'm with you, sir. as stocks go lower that are quality companies, the price means it should be reflecting it's better, better value. that's how i feel about bristol now. you don't want to sell bristol i need to go to roger in connecticut. >> caller: hey, jim. first time caller. long time listener >> good to have you. what's up? >> caller: thanks for educating us on investment strategy. i believe in education and today i'm calming about -- i bought in 2015 on your advice.

market cap is about 3.8 billion. the stock has seen a robust drop >> i'm going to go out i think it's actually a buy here i think it's come down enough. that, ladies and gentlemen, is the conclusion of the lightning round. coming up, how can you protect your portfolio from the cheerless variant variable spreading through markets like a grinch cramer expands his list of ideas, next. i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed

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with the new omnicron variant sweeping the globe, how do we put an end to this pandemic how do we save lives and get business back to normal? simple the fed government needs to require vaccine, including booster shots for every one in america. i say, january 1st there are still some things that need to be done at a national level and this is one of them.

as we brace for another we have a of new deaths, it's time to admit our government has lost the ability or the will to make our people do the right thing. nobody wants to be the bad guy we have allowed uncoordinated health organizations to dictate an on again, off again series of measures that leave us baffled and confused we haven't centralized the issue to the point the white house seems to take responsibility first it was the cdc and the fda and the national institutes of health mostly coordinating policy through talk shows then left vak siccination polics to individual companies. nobody with any power is saying the front line workers need to be vak siccinatevaccinated. it's wrong and most of us are sick of it even as a vocal anti-vax minority always grabbing the mike this must end. the government must require vak si flagss. not of this group or group, not

cruise ship by cruise ship the buck stops at the white house. some of us are old enough to remember we had to get a needle stuck in our arm because of some disease so scary we were afraid to talk about it it was called polio. you were scared to go to place where anyone might congregate. then we got a vaccine and the president said we would end polio. he pulled it off because he didn't give us any choice. as if the needle were too hard, they came up with a sugar cube they being the scientists at the time we lined up and took them too. mine tasted like cherries. lord knows what happened if you didn't partake back then, anyone who refused to get vak siccinated would get ra out because we knew that person could hurt other people. now we're engaged in similar struggle with covid. we have immuno compromised

people who are incubators for every variant to come, walking around unvaccinate preponderance of the evidence we have governors that want to be presidents but standing on the right to get sick and get others sick it's time to admit we have to go to war against covid have the military run it if you don't want to get vaccinated, prove your objector status in court and even then you need to help in the war eft by staying home until we beat this thing then you know what would happen, there's a new variant in some unvaccinated part of the word and someone flies here from there and some of us will get the flu and it will be like influenza. it will kill some, but not many. maybe 50,000, not 500,000. until the federal government gets serious, you better get used to more covid variant freak

out like we had last friday. we represent our sorry no good all our fault future it will keep being our fault until our leaders stop bending over backwards i like to say there's always a bull market somewhere. i promise to try to find it for you right here on "mad money." see you tomorrow time for concern but not panic. the new virus. racing to understand the new covid omnicron variant how america is preparing >> i'm removing all roadblocks to keep the american people safe >> why president biden says it's a cause for concern, not panic the holiday shopping blitz under way. cyber monday poised to set records. >> we expect about one million orders to come out of this building today