spread >> aka meta. mike >> staples, i like 'em. >> the consumer, not the retailer >> that's right. >> all right carter, tony, mike, thank you for taking it easy on me thank you all for watching "options action. id'll see you right here next fray at 5:30 eastern.options ac. "mad" with jim starts right now. have a great weekend, everybody. >> 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 other people make friends, i'm trying to make you money my job is to entertain and teach. call me or tweet me @jimcramer decent session today dow gaining 216 points s&p climbing .95%. the nasdaq jumping .73%.

but what really matters is we got yet another red hot consumer price index number untenable for the federal reserve to keep interest rates this low from now on, the only question is the pace of the rate hikes and the tone of the fed's language the bulls, the bulls have to be heartened that the market didn't fall apart when these numbers came out and instead actually rallied with the s&p having a record close pretty extraordinary if you ask me maybe the positive reaction is, well, too bullish. in light of events to come and that's why our game plan for next week actually starts all the way on wednesday when i start discussing it because that's what matters the most jay powell holds his press conference after the open market committee meeting. last time we heard from jay, he said he would stop describing inflation as transitory. and speed up the tapering of the fed's bond buying program. forget this term from now on what we're talking about now is rate hikes going forward, i think he'll

move up the timetable for rate hikes. powell says it's time for a series of lockstep rate hollies, today's rally was premature. if he traces out the inflation and separates what can be controlled from what can't be controlled, he may spare us from the term you're going to start hearing a lot starting next week it's going to be chiefy said by hedge funds that are short the stock market and that is that we may be having a crash landing yes, that's the term you're going to hear. it's going to be a crash landing. we have seen enough macro numbers and spoken to enough executives to know inflation is now ramprampant, which means thd has no choice but to act that doesn't mean you should sell everything. it just means different groups will go and in out of style. we'll have more on the impact of

the stocks and cycles just to prove to you that real money can be made in them by owning certain kinds of stocks and so you don't just fear the wednesday to come or the millions of other wednesdays that we're going to see. i convened an investing club meeting yesterday where i laid out a recommended list of stocks, what works and what boring companies that make stuff and sell that stuff at a profit. and ideally return some of the profits to shareholders in the form of dividends or buybacks. this is not intime to own a bunch of conceptual stocks with rapid revenue growth and no earnings the market has lost its taste for anything intangible. instead, it's circling the wagons around steady solid tech names. names like comcast or oracle and what is the gameplan away from jay powell. monday is a great example of what i'm talking about one of my favorite drug

companies, regeneron will have an investor event where they'll s showcase a growing portfolio, including rna base therapies an gene editing i think the stock is worth owning, but it's a clarion call of what they have going. regeneron is a biotech name, but it's profitable. that makes this tangible, not co conceptual, because it trades in ear earnings, not sales. so if regeneron tells a great story, the stock will be rewarded if it were losing money, i would say pass i wouldn't even mention it in the game plan, but it's not. it's making money. it's making money hand over fist i said over and over again, we're living through the roaring '20s this is a booming economy and the vast majority of companies are doing well, except the ones that lack the ability to raise prices so one of these challenge companies is a company you know called campbell's soup, and it

struggled with end sales growth, but they have an investor day next tuesday we know hormel was able to push up prices and the stock did well campbells isn't part of the club, but maybe they can be. while the stock is cheap, it's not cheap enough along with data showing they can get away with rising prices. i love it if campbells soup could pull it off. i'm not holding my breath. judging from the quarter, you may have to listen to the event as an explainer, not a catalyst to buy, but i'm always open minded i talk about that about the investing club, saying maybe we should put hormel in the club, perhaps buy it for the club because they're doing so well. now, we know wednesday is fed day with the language of the fed statement and powell's closing statement closely scrutinized. i can't read jay powell's mind,

i have tried, but regardless of what he says, there will be people who come on air arguing it's bad for your portfolio and you're going to lose money these people don't know history and tend not to know your stocks either don't take them too seriously. wednesday night is a good example. we get earnings from lennar. regular viewers know i'm a huge fan of toll brothers, but i also like lennar and i bet it will report a terrific set of numbers. however, this is coming on wednesday night on the heels of the fed meeting. i expect the stock to get dinged, but we know the demand for homes is at an all-time high if toll's stock gets hit off lennar, you have my blessing to do buying. if jay powell starts talking about a series of lockstep rates, we're not going to want to own that at all also on wednesday, eli lilly holds its investor meeting it's an expensive stock.

as i told members of the investing club at our meeting, i bet we'll get good reads on a number of drugs. one for diabetes which also has good component against obesity, and one for alzheimer which i think is better than biogen. you know i do a lot of work with the american migraine foundation, with the brain foundation these could be potentially multi-billion dollar franchises. we own lilly for the travel trust. while i don't know how positive is will be at the investor meeting, they can be coy the long-term posture is terrific thursday morning, we hear from two amazing companies. accentture and adobe accenture, they know all the players. the stock always trades erratically and then settles down by the end of the day if you don't own it yet, i would wait for the usual buying opportunity before it starts climbing again adobe is a tech name that's so solid, you have my blessing to own it because it's a heck of a lot more tangible than lots of cloud names. however, i'm begging you to not

own too many high priced earnings multiple tstocks after the close, fedex reports i have been thinking about this, and as far as i'm concerned, this has got to be the single hardest stock to predict of what it will do next. i wish i could tremendous because i admire the team, but i don't have the conviction because i have found myself in the coffee grinder every time i thought i figured fedex out. we'll be talking about it when the parent of olive garden gives us the results on friday it's making a comeback, but not all of them. darden has deep pockets. they can afford to win in this industry i'm looking for a solid report on friday. here's the bottom line we have a clear setup next week. if you want to trade, you're betting on whether jay powell steers us toward a hard landing

or a soft landing. but if you want to invest, get high quality stocks with great longer term prospects. let's take some calls. let's start with matt in new york matt >> caller: boo-yah, jim. how are you? >> i'm doing well, matt. how about you? >> caller: i'm doing well, my friend thank you. appreciate everything you do for all of us investors. >> thank you very much >> caller: jim, wanted to get your thoughts. i noticed today, i love this stock before i liked it during infrastructure now that we're past the bill, i still like it. it seems like there's a vast array of opinion on it, caterpillar. >> there really are. there are people who think the raw cost of metals are going to hurt them. the people who think it's levered to china and china is cutting interest rates it's levered to infrastructure here's what it's levered to, great management that does well when there's a lot of economic activity when the fed starts raising rates, there is still a lot of fed economic activity, and by

the way, they do have infrastructure, but they're really linked to oil and gas it's a good story. i like newcore more, the steel company, but cat apillser a good story. a eric in washington >> caller: boo-yah to you. how are you doing? >> i'm doing well. how about you? >> caller: i'm doing wonderful about to enjoy the holiday season >> yes >> caller: speaking of which, i bought some shares on a whim of a company i'm not all that familiar with. ralph lauren >> all right, i'm very close to this company actually i'm probably one of the few people who really, i would like to think, has a very good relationship with them, not knowing other than what's public, but i have studied the company, and the reason i mention is that is because it's insane that it's at $122 that last quarter was good i think people didn't understand it they like pvh more rl is a solid buy, and the only

one i think is more mispriced is williams and sonoma. i'm starting to get annoyed at the sellers. i have something to say to them. we have a clear setup next week. use the fred freak-out to your own advantage. check out some of the recommended stocks we have from the investing stock. deck the halls with boughs of profits. i'm talking to the king of azek. why the stock seems to be stuck in a range >> and then yesterday, we held our inaugural investing club event. i'm taking more questions from club members, and i'm using history as a guide to help you prepare your portfolio for when the moment arises so you don't panic. stay with cramer don't miss a second of "mad money. follow @jimcramer on twitter have a question, tweet

cramer, #madtweets send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-c n 1-800 1-800-743-cnnbc. miss something, head to madmoney.cnbc.com.

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after this morning's bullish housing data, what do we make of azek, the company that makes faux wood construction products for deck and trim. this was a big winner if they became public a year and a half ago, but it peaked this week and it's been bouncing between the mid 30s and 40s for months that is certainly not the core of the story the rise of faux wood is a true secular trend. it looks great, it lasts longer. it's much easier to maintain, and there is a premium price

here now, when they reported mid-november, they gave you a nice beat because the guidance was merely in line the talk initially sold off. since then, it's erased nearly all of the losses but you have to wonder if they can break out of the recent trading range. let's check in with jesse singh, the president andceo of azek. welcome back >> it's great to be here thanks for having me on again. >> are you almost caught up with demand i know you had to put up a lot of capacity to be able to catch up >> yeah, we, as you mentioned, we added significant capacity. we have had at temper tech in particular, our decking line we have really had strong growth and as we have been adding capacity, we're now to the point really this quarter that we have the ability to take on new customers and continue to grow so we're finally through after 18 months with all of the capacity adds, as we have seen

really nice growth in the market to a point where that capacity can lead to increased customer activity >> at the same time, could any of your raw costs come down so we might be able to mitigate whatever margin erosion we have seen is that possible that some of the raw costs would come down? >> i think, you know, we like many companies have experienced pretty significant inflation now, what we have done is we priced appropriately against that and we have been driving productivity programs. so as you look at the -- as you look at the business progress, i think what we've guided to is as we exit our fiscal second quarter, you'll start to see margin expansion again i think the key in that is between pricing and productivity we have really set ourselves up well for the future, as we work our way through some of the inflationary variables some of those variables in particular raw materials over a period of time will come back down, and that will give us an opportunity to continue our margin expansion >> i think a lot of people we mentioned at the intro, are

somehow relating your company to the price of lumber. that has not been a correct correlation. am i right >> yeah, i mean, as you look at our performance, our residential business which makes up 90% of the company, has had a compounded annual growth rate of 18% over the last ten years. and that's really been driven by the market dynamics of strong repair and remodel, our really strong position with timber tech and azek as a different product. that momentum has continued as wood has been volatile and as we look forward, there's no reason to believe with all of the activity we have and the great conversion opportunity we have that we won't continue to see growth consistent with our historical growth. >> jesse, it is as a stock, this is my job, and i have known, you know, i have two lives, the life of a person trying to invest and also trying to figure out different companies.

the tracks, your competitors, the stock is up 68%. your stock is up 10% you company is trying to do as much recycling as possible and still have quality merchandise they do more recycling their materials are much more, let's say, esg oriented. could that explain the disparity? because the two companies are doing very well. >> yeah, i think you should look at our two companies we have really through the timber tech brand and the arbs zek brand, really set ourselves up as the more premium product, and a product that really gives consumers the choice of not having to settle between looks, sustainability, and beauty and low maintenance. so as you look at the performance of the two stocks, we're really focused on the long term we believe that we have got a terrific position. i think the one main variable between the two companies is really that we're a relatively recent public company, and as such, at times you go through an

adoption of various shareholders but as we look for the long term, we're really focused on that terrific value creation, and we really see an opportunity to make significant increases in the performance of our company, and by doing that, we're assuming that our stock price and our value to shareholders will catch up. >> at the same time, you have increased the amount that is recycled in your product and you're increasing the amount not going into landfills tell us that story because it's pretty positive. >> as you look at us as a recycler, we made a commitment to do a billion pounds of recycle annually we're about halfway there. we have increased our use of recycle, and the great thing in particular for us is we recycle pvc into our timber tech and azek products, and that's really unique there are very few companies that are able to recycle pvc, and the great thing about what

we do from recycling is it not only reduces our carbon footprint, it's a great sustainability play in reducing landfill, and it also drives the margin opportunity in the future recycled products, especially the landfill recycle products that we use, have significantly lower costs than virgin materials. >> i think that's a great story. many great stories about trez. i agree with you we like treks. we can like azek you don't have to feel like you can like one or the other. they're both doing very well, and i am glad you came on to explain that a lot of people say, hey, you like azek. i like them both they're different companies and have different objectives. i happen to be an azek user. that's jesse, the ceo of azek, and it's great you came on the show look forward to having you on again. "mad money" is back after the break.

coming up, show us what you got, cramerica cramer answers your most important questions on the stocks you like most next

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healthier is getting all the stuff you may need to feel better get the door! ♪♪ ...from the comfort of home. ♪ this is what healthier looks like ♪ yesterday, we convened our first cnbc investing club meeting. i hope you'll like it. i was very excited, and something we'll be doing monthly from here out. you can watch it, go to c cnbc.com/investingclub/live to catch up kn and don't forget to sign up to be a member by scanning the qr code on the screen. one of my favorite parts of the meeting was taking questions from some of our amazing investing club members we couldn't get to all the questions, so let's do more.

this thing is so interactive, what you always wanted so you know, before i get started, some of these, if you go back to the boeing one yesterday, you have to watch it. because everyone told me it was great. i was so flummoxed by it first up is emily in texas maybe we can refer to boeing >> hi, jim i'm a former news producer and had the honor of interviewing you when you brought "mad money" to the ut campus several years ago so i'm thrilled to talk to you again. i was wondering, how do you handle buying into a high flyer that never gives you a good entry point in relation to its moving averages but keeps going up anyway. thanks for all you do. >> all right, first of all, this is the debate i have all the time you saw jeff yesterday i sit there and say, darn, when is this going to come in, when is this going to come in and the answer is it only comes in when it's bad you have to understand, you have to take advantage of what we call the extraneous risk

so if a high-flyer goes down for no reason related to it, like let's say something happens with inflation, okay, but it doesn't impact that part of the economy because they can raise prices. that might be. and the answer there is to look at broadcom. very few times to get in, but every time was because of an extraneous thing, nothing to do with broadcom. look at that one, that's your best example, and it finished at an all-time high today kristen in montana, kristen. >> thank you for teaching us how to trim a position and lock in the gain when it increases but what about the other situation when a position declines how do you decide to take your loss because the opportunity cost of holding the losing stock is too great >> okay, can we call up paypal call up a position in paypal okay, let's use boeing that's better because paypal is disastrous everyone has been riding me on

this one the reason i wanted to do this again is because the terrific woman in oregon was rasking me about boeing what you should have done right here when we had it, this was on when people kind of felt that the lock-up, people started thinking right here that we would be traveling a lot more. but nothing was happening at boeing there's nothing happening here that was the clarion call to trim some boeing all right. why? because i said it was going to go lower on some negative news so the answer is if you know something could go lower, take some off i did with walmart, not enough, but this is one where if i had done it, and this is why it's important, i could have taken the money here and bought some down here, as we advise you to do the answer is when you think you have a loser, we short term, we battle you'll read it in the bulletins, this is where we're battling

we're battling paypal, battling boeing, there's one other that's is just awful right now that i was trying to -- you'll see, it wasn't chevron newcorps, and that is not -- that's a winner, but we're battling trying to figure out where to buy back the stock we sold so you have to battle the so-called losers that may be winners so you don't end up selling cvs or viacom lower. justin in washington, d.c., justin >> my two largest positions are nvidia and generac is it best to concentrate on one theme or how best can i diversify my portfolio thank you for taking my question >> all right now, you have two winners here they're not related. generac does -- look, it used to be a backup generator, but now it's literally environmental positive it's solar, it's everything. generac is really good, and nvidia is really good.

it's the cars, which is the met averse, which is gaming, high performance computer these are two great stocks generac, it was a stock we wanted to buy so badly you have a high quality nonproblem, not a problem at all. you keep doing what you're doing. i have to say congratulations on picking two winners. we got one out of two. you got them both. jim in wisconsin jim. >> i served in the u.s. navy for seven years. aboard a nuclear powered aircraft carrier you can see a picture of my ship and the plaque they gave me when i left my question considered two of the club's holdings. bolt of these companies are buying other companies both of the deals have been in the works for several months amd says the deal is going to close in december. nvidia says the deal is going to close in the beginning of next year i have taken some profits off the table, as the stocks have

run up my question to you is, should i maintain these holdings or should i take profits and buy that cashmere sweater? thank you. >> well, this gentleman is what i say because the tag line is something i talked about in confession of the street addict because my mom, we went to the casinos together, any time she won big, she said let's go, let's go buy a cashmere sweater. let's get something tangible i want to thank this gentleman for serving on the nimitz, and the answer is separate i think nvidia is struggling to close on the arm deal, but they're still doing incredibly well when amd closes its deal, you're going to be able to raise estimates, amd, so of the two, i prefer to add to amd or buy amd if i don't have any. nvidia dips in sentiment

let's go to susan in the land of enchantment. susan. >> hi, jim happy holidays to you. and your entire cnbc crew. thank you so much for all that you do for us. it makes a world of difference my question is, now that the infrastructure bill has passed, has the market factored that in, or are there opportunities in one or two additional sectors? thank you. >> okay. first, the crew is here. i know we're not lit, so you can't see them, but a lot of the same people from "mad money" were on the show and one of the reasons why i was so comfortable even when i was making mistakes, is i'm so comfortable with our crew. it just seems at this point, it's not humorous. you don't want to make mistakes, but you can do is and move on. i want to thank the crew, too. amazing. here's a chart of a company that i wished i had bought. this is ae calm. they're an infrastructure

company. these are the guys who are actually going to get the money. they're the contractors. so when we knew that the infrastructure bill was going to pass, i should have right here bought ae com, and i did i made that mistake. i didn't know their business enough to realize they would be probably the principle contractor for a lot of the business so what i have been focused on is the stock that went two ways, which is newcore newcore is the largest steel maker in the country, also a low cost producer and an environmental producer and people think it's got a head and shoulders that it's going to go down they think all the good news and is in, and i'm telling you newcore is a play on every kind of steel and it's the best manuf manufacturer, and it's a growth company that is not related to the infrastructure bill. so this one is going to sell off, and every time it sells off, the pe is incredibly low. i think that 2022 is going to be up here. i'm betting on newcore

i'm not betting. i am investing for the club, betting this way, there will not be a decline in 2022 earnings. so newcore is our way to play it you can also win if it doesn't do well. ae com is a classic example of people who bought it ahead of the infrastructure and were smarter than us. they made good money a lot of the people who just wrote in that i listened to them are smarter than me. we learn from everybody. we learn from the club please join the club my daughter listened to it my daughter. yes, she listened to it. i'm very proud of that i'm proud of all the people who listened to us and proud that we have so many members of the club, and i'm proud of cramerica. thank you for sending in your thoughtful questions remember, in case you missed, in case you missed the inaugural club event, head to cnbc.com/investingclub/live to see the whole event. much more "mad money" ahead. i'm taking a closer look at the last tightening cycle so you can

be prepare for whatever the fed or the media may throw at you about it then despite a rise in cpi number, shortages galore, could it still be the best of times for big names on wall street i'll reveal what i'm seeing and there's a lot of exciting stuff. and of course, all your calls rapid fire in tonight's edition of the lightning round stay with cramer sound ] guys, we're on. now? -huh? the best things america makes are the things america makes out here. the history she writes in her clear blue skies. the legends she births on hometown fields. and the future she promises. when we made grand wagoneer, proudly assembled in america, we knew no object would ever rank with the best things in this country. but we believed we could make something worthy of their spirit.

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in today's red hot consumer price index number up 6.ate%, the fastest inflation in 39 years. we have to steel ourselves for the federal reserve starting to hit the brakes opthe economy when business is booming and prices get out of control, you

need to know that the fed is going to tighten jay powell has already talked about moving up the timeline on winding down on the bond buying program. i wouldn't surprise if he hints, as i said at the top of the show, about when the rate hikage is, not the bond buying. even if he doesn't, you're almost certainly going to hear about rate hikes coming this next year and it's going to be very loud and frankly very scary. there are a ton of commentators who talk about a more hawkish fed like it's the end of the world. this piece is dedicated to tell you that's not the case. these commentators act like this whole rally is fueled by nothing more than easy money brought to you by the fed so when they take the easy money away, the entire stock market has to collapse. it's all cause and effect with these people but i have been in the business 40 years can tell you that's not how it works at all i would like to call these people out they haven't been around long enough while rate hikes are bad news

for a whole host of industries, the market can still go higher we just have different groups that lead the way. they don't like to go down under the hood they look at the top averages. even the top average shows some good things. what makes me so confident because i know my history. and it's not even ancient history. we know the market can rally when the fed starts raising rates because that's exactly what happened a few years ago during the last tightening cycle, the one that from 2015 to 2018 we got one rate hike in december 2015, another in december 2016, then three in 2017, four in 2018 all told, the federal reserve funds rate went from a range of zero to .25 to a range of 2.25 to 2.50, and what happened to the stock market in 2015, the dow was down slightly, s&p was flat, nasdaq gained 5.7%. 2016, up nicely. dow rallying 13%, nasdaq rising

7.5% 2017, it was a huge year you would have sat out the whole thing if you had listened to those people things didn't get truly ugly until 2018, and really not until the end of 2018, when jay powell hit us with a final two of those four rate hikes. one in september and another in december along with some very aggressive commentary about how he might have to overshoot with an additional series of lockstep rate hikes the market came roaring back in 2019 when powell changed course. he had to change course. it was too ugly. still, even with all the devastation from the fed turning hostile at the end of 2018, the dow finished the year down 5%. the s&p lost 6%, nasdaq declines less than 4% this was considered to be the great bear market. k when you look at 2015, when we started hearing rate hike chatter, when the newly appointed jay powell practically

declared war on the entire economy, the stock market had an incredible run dow gained 50%, nasdaq gained 61%. i mean, can you imagine sitting that out because you had people come on air telling you it was going to be a crash landing and to get out now what about if we zoom in you could argue the better analog for where we are now is actually 2014. i'm not hearing a lot of people use that, but i like it. they started tapering in january 2014 and put an end to quantity t quantityitative by that october. during that period, you constantly heard experts warning a newly hostile federal reserve would destroy your portfolio, but in 2014, the dow rallied, and the nasdaq was up 13%. 2015, we didn't get hit with a rate hike until the end of the year the anticipation held down the dow and s&p. however, there's some important context here the market was mostly doing fine in the beginning of the year until august when we got slammed

with a nasty correction, but it had little to do with the united states what happened? the chinese stock market had become an obsession with managers and it crashed. it crashed so hard the pain was spread all over the world. the shanghai composite still hasn't fully recovered so what worked after the china panic as we gate closer to the first rate hike of the cycle the best performer with consumer staples, technology, and consumer discretionary stocks. sd industries that can do fine when rates are on the rise. all groups that get crushed when the fed hets the brake, materials in particular, because of the china slowdown. how about 2016 very solid year for stocks, although the election means things are bubbled 2016 got started with a hideous meltdown in tech, and then everything turned around they accelerated over the election when we got a clean republican sweep and wall street concluded we would get a bunch of tax cuts. the best performers were

cyclicals, energy, industrials, and materials. even when wewere bracing for more rate hikes, the most economically sensitive stocks were about to roar, which is why i'msaying that could be a snapshot of what might await us. 2017 was the best group of the whole lot. even though that's when the fed started to get a lot more aggressive three rate hikes rather than one per year in 2015 and 2016. this was an incredible period for the market where just about everything worked. tech, materials, industrials, financial tz these are groups that rarely share leadership, but the market was just that good you will not hear mention of this when we start the chatter as i mentioned, it wasn't until near the end of 2018, years into the tightening cycle, that jay powell unleashed true carnage on the stock market he hit us with four rate hikes and promised more to come which made things ugly it also didn't help president trump started to ramp up the trade war with china i thought it was necessary even

though the execute was botched, but wall street hated the trade war. the market was up nicely then the white house turned extra hawkish on china while jay powell turned extra hawkish on inflation. a one-two punch that sent the s&p 500 down more than 20% in the fourth quarter knocked 25% off the nasdaq of course, we got some relief from powell immediately changing course in january of 2019. he realized he whipped our inflation to the bud, but that was a terrible period. that again was botched execution. that's why i care the way the language was on wednesday. what's the takeaway. the fed has the power to wreck the stock, they do, like we saw in 2019. they did that typically happens at the end of a tightening cycle. if you sold stocked in 2015 because you were worried about rate hikes and many did, you missed out on tremendous gains over the following three years so don't let all this rate hike chatter sour you on the entire asset class. stocks can do very well when the fed is tapping the brakes.

we just get a different set of leadership groups. as we head into 2022, you want companies that make tangible things share them for a profit. that will be my theme for 2022 the bottom line, the fed may not only be your friend, but it hasn't turned into your enemy either if the last tightening cycle is any guide, it won't do that for a very long time stay with cramer coming up, a storm is coming so give us a call. cramer's got the answers to all of your burning questions. the lightning round is next.

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it is time it's time for the lightning round. and then the lightning round is over are you ready? lighten round. we're going to start with tom in new jersey >> caller: hey, how are you? >> i'm good. how about you? >> caller: doing good. my question, i bought sun run a few month ago around 56 and now it's down around 43. i'm not sure what to do with this >> i'm not a sun run fan i just have to say that when it comes to solar carl in new jersey carl >> caller: jimmy chill how are you, buddy >> what's up >> caller: all right what i got for you is stock i bought had a spin-off company last year at this time the stock dropped down a little bit. and then as it was ticking back up, i bought some shares year to

date i'm up 51%. wondering if i should buy, hold, cash out, or you know, i don't know what to do with it? stock is aid >> that really did -- i remember a dividend play. and they have re-created that company. you know, i can't opine on it. it's very different from the company i remember let me do some work on that. that was obviously a very good job by you to own that i am surprised about the changing of it let's go to dan in florida dan. >> caller: hey, jim. i want to know what you think about lightning motors zeb. >> we opine on that at one point. i'm just -- i'm between -- you know, it may be the best of a lot, but you know what, the lot is not good. let's just stick with ford did you see ford after the club meeting? holy cow i mean, geez all i can say is come back monday, jim farley let's go to david in

pennsylvania david. >> caller: jimbo, boo-yah. >> yo yo hit me >> love the show, first time long time. thanks for everything you do for the small time investor. my ticker today is aaww. >> you know, that's a good situation. i was thinking about all the pain we had yesterday with southwest. with gary kelly, and here is one with no pain at all. i think you have a horse sense let's go to frank in michigan. frank. >> caller: hey, i got a long way to boo-yah to you. >> i'm liking this poet. what's going on? >> caller: years ago, you made me some mad money. now they have gone autonomous and they're calling themselves flex limited what do you think? >> it's a good company it's never gotten a high multiple and that, ladies and gentlemen, is the conclusion of the

lightning round. >> the lightning round is sponsored by trbs td ameritrade. >> coming up, it was the best of times, period. cramer gets sanguine on some companies that may really be living their glory days. next the markets? yeah, actually i'm taking one last look at my dashboard before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪♪ ♪ ♪ amazing... jerry, you've got to see this. seen it. trust me, after 15 walks ...it gets a little old.

[thud] [clunk] [ding] ugh...

it was the best of times it was the best of times it was the age of great sales. it was the age of spectacular profits. why am i riffing on the legendary lines of a tale of two cities because things are so positive for so many american businesses that we need to take a second to appreciate this incredible moment i know you hear all the bad news all the time oh, the christmas toys that didn't get there, the rising consumer price index numbers the shortages that impact nearly everything, including the cream cheese schmear nevertheless, as i keep emphasizing. we're now in the roaring '20 thu th the earnings we're getting a extraordinary. take one of my favorite companies for ages, costco their amazing cfo talked about

how tough things are out there in the conference call last night. listen to this the factors pressuring supply chains and inflation include delays, covid disruptions, shortages of varying components, ingredients, and package supplies, labor cost pressure, and truck driver challenges. what a litany. he goes on to say about 79% of important containers are late by an average of 51 days. holy cow so how is costco doing not badly at all they're actually crushing it they have excellent numbers both here and around the world, as the stock shows. he always points out that costco is the last to raise prices and the first to lower them. that's created amazing customer loyalty. the sales associates only seem to leave when they retire, and you can understand why this is such a great story i don't know how many people

have lost costco for a competitor, but you can probably count them for two hands this is a tough environment for costco, but they're pulling it off because the company is so darn well run. that's why the stock jumped more than 6%. and then there's oracle, which shot up more than 15%. oracle reportedalist night, they told us the story of growth, market share, and accelerating revenue. this $280 billion software company just had its best quarter in years, and unlike costco's customers who are individuals, oracle is all about the enterprise meanwhile, they're buying back stock and paying good dividends. both the ceo and the founder were crowing on the conference call, and why shouldn't they oracle is doing amazing. their enterprise resource planning programs are on fire, and i get the impression the only real problem is they may have trouble handling all the new business they're winning you can say the same thing for

broadcom abgo, which saw the stock jump 8% today here's a dominant supplier to the data centers broadcom delivered amazing sales. they're buying back $10 million in stock i'm in awe of how the ceo pulls it all off all you have to do is look at this morning's research to know how powerful the sales and earnings are now i used to do it for a couple people on "squawk on the street," now i share it with cnbc investment club numbers if you're a member of the club, you get it every morning today, we had incredible news from home builders, cell phone makers, high performance chip makers oil and gas, fertilizers, athleisure, department stores, and banking. i mean, that's just one morning, for heaven's sake. the next time you want to wring your hands about inflation out of control, remember inflation is a side effect of a booming economy. there are so many companies out there that are making fortunes right here, and fortunes for you

if you're a shareholder. rather than just fretting about the cpi number, you know what you should also do, try to profit from the best of times for corporate america. i like to say there's always a bull market somewhere, and i promise you i'll find just for you on "mad money. i'm jim cramer th rising this fast john mellencamp was singing about jack and diane appear i'm kelly eve advance for for shepard smith. this is the news on cnbc. >> you walk in the grocery store and paying more for whatever you're purchasing. it matters. >> inflation, nation americans paying more for gas, food and just about everything else the new economic numbers just out and how the white house is responding the supreme court issues a new ruling on the texas law that bans most abortions. th