"mad money" starts now. >> hey i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain you but educate and teach you. so call me or tweet me @jimcramer. the one and done crowd has taken over. the broad consensus is now that when the federal reserve takes action next week it's going to say this hike will be our last one for sometime. that's why the dow roared 82 points and the s&p gained and the nasdaq rallied. the federal reserve has been leaking that we could get a quarter point rate hike and then a forceful statement that nothing will happen again unless we get concrete evidence that the u.s. job growth is accelerating. now the bulk of you who never played this rate hike, rate cut game probably think these attempts are pure silliness. i wish that could be the case.

about it. but it's anything but. it's very important. first let's understand the fundamental concept behind the bull market we had and why it has gotten tenuous of late. with bonds yielding so little there's a mad scramble for income where ever it can be found. younger people may not understand this at all. after they put away the first 10,000 they want to buthe highest growth stocks. book, amazon, any of these companies that the younger generation endures. netflix, fitbit. they're quite exciting. that's because young people can afford to take this kind of risk. they have their whole lives ahead of them and all of those paychecks to make the money back if they end up picking a go pro, a grubhub or a stock that's cool. other people that can't take that risk instead search for stocks that can give them more capital preservation and yield than just pure capital appreciation.

each other. we've had very few opportunities for income this year since the fed took rats down to nothing. yes you can own ten yeared treasuries and make 10% change. that's a smaller term to knock yourself into. if you do anything shorter with that, you could end up with 1%. that's the equivalent of not saving at all. this lack of income in the bond market has driven investors stock. kimberly-clark, or the reach for income. maybe a little more income. taking on more risk. snapping up stocks like kinder morgan. steady dividend increases only to cut the same dividend just a year later from 51 cents to 12.5%. that's a 75% freddie kruger-like

excuse me. another way to get yield is to buy a new emerging market bond fund with similar outside oh these are marketed very aggressively by money managers. it sounds so convincing. you want to throw your wallet out. over time they're so great or at least say all of those great things are so cozy. they're nuts and shamefully risky people can get talked into anything. what are these type of income seeking buyers. >> simple. >> they really don't want that extra risk. they're very concerned. they're worried. they don't want to invest like this. though really have no choice because they want that income. when you consider owning something like kinder morgan that obliterated your savings thanks to an ever rising dividend. you can understand this.

kind of risk. with the economy getting weaker and many resource companies owning outside yields there will be many more kinder morgans. but the thing that might shatter the high yielders is that it might be finally able to give you a run for the money. might be able to get you return. it's not going to be better return initially. deposit isn't really going to do it for you. not going to bring in savers. however if rates are going to climimhigher still over the next year, multiple rate hikes that's a different story. if we get many rate hikes it will be prudent to sell all three kind of income producing stocks i went over. their yields aren't so much better than bonds that if the stocks went back to where they were not too long ago you'll be under water. you'll be losing money. in other words the dividend gain is not worth the principle loss. which would you rather own? a bond with 3% andndou get your money back in the end or a stock

so you're a natural seller of these stocks once bonds become more attractive. next, how about the people that reach for yield? here's something i'll put in your head for the first time in ages. if you own a stock that has to borrow money to pay for its dividend you'll be taking on more than i can fathom at this point. when the fed starts tightening and the business isn't doing well then you could be courting another situation. it's the benchmark of a bad stock where you were hoping to get an 8% yield but you lost 60% on your investment and had a tax bill. it's funded by debt and not excess free cash flow are just too risky to own from now on. if you're in the emerging markets, these bond managers are putting you in very risky situation. as the companies behind the bonds might be borrowing in u.s. dollars but to pay off their debt locally, they have to pay off their debt in these local currencies. 17 pesos to the dollar now.

that long ago. all three attempts begin to backfire if the fed is going to start the process of normalization of interest rates. all three groups are holders. all three groups are skittish just like they were in the last three down sessions. that's what caused the pressure which brings us to today. it's very slow and very deliberate and understands we're in unchartered territory. the urgency to let the higher yielding stocks diminish us. if the economy weakens ever so slightly or if they pick up we won't take more action. that makes it so the exit ramps these stocks isn't that owded and there's less of a stampede on the way out. remember how i said yesterday and the day before that you shouldn't sell into a panic because panic is not a strategy. i said that because of days like today where you can get much better prices on the way out if you decide you didn't like the market.

tomorrow one of the loose cannons on the fed koug could be angry and it's easy for them to tell a reporter it would be prudent if they were at 1.5% next year at the stock which would imply multiple rate hikes and rapid fashion. i wouldn't put it past them to say that 2% is more likely. so here's my suggestion. if you're in these kinds of income producing stocks because you're reaching for yield and not because you believe in the underlying business i think you should sell some of them. maybe as much as a quarter of your position. the first group they had. and the whole thing, if you're an emerging market bond fund. you may not be able to make up the losses with that income. i'm picking it up to make this point so nobody accuses me of panic. here's the bottom line. i need you to get used to betting on rapid rate hikes versus one and donees and to steal yourself and your portfolios when things are good

you'll be able to tough it out. i know many of you don't like risk but it's been a very long time since you have tasted it and now you're beginning to realize that it does have a little of that e.coli kick to it. michael in texas, michael. >> booyah, jim. >> booyah, michael. >> thanks for taking my call. calling from dallas texas. home of the playoff bound dallas cowboys. >> only so many teams can make the plploffs in one division there, chief. >> my question is of all of the cyber space of palo alto networks and 70% off it's highs. three days. and it's a buy down here.

said cyber arch is down today. it's best of breed and ben in texas. >> booyah. >> booyah. >> been watching disney. it recently had a high of about 120. it's been down to about 110. is it time to buy or wait? >> was all the way in the 90s. it's come back all the way up and now you have to wait. maybe another chance when it's on one of those round trips. when they happen, everyone is saying i can't take the pain. that's when you want to be a buyer. chris in california. chris. >> hello, sir. >> how are you? >> question about gopro. >> see i have -- this is a tricky thing for me on "mad money." have disliked gopro a long time. if i say i dislike it still and it's all the way down here at $18 and it goes to $20 and i want to go r rd my twitter feed

he kept me out of a move from 19 to 20. so as far as i'm concerned gopro down here i don't care. get used to the game of rapid hikes. and when the going gets tough, i'll be here to help you tough it out. on "mad money" tonight dave and busters may be known for its games fwut stock is all business. fresh off of earnings and then a word of warning to contraries in the market. i'm about to blow up your spot. plus i have to play this transforming retail as we know it. don't miss my exclusive. and of course stick 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

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how many ways can you snap, crackle, pop? there's a bazillion ways to make the holidays a treat with kellogg's rice kririies. how many ways can you snap, crackle, pop? >> 14 months ago a small entertaining/dining chain dave and busters was at $17 a share. now dave and busters play for you home gamers is a unique story.

bar and gaming center. apart from old school gaming favorites to the newest most high-tech video games. dave and busters is a chuck e. cheese for grown ups and make no mistake it's about as successful as it gets in the restaurant entry right now. they shot the lights out. and an earnings beat off the basis on higher than expected sales that increase by 17.9% year on year. phenomenal sales growth. best of all dave and busters raised the forecast for 2014. and just now starting to get credit for that amazing quarter and given the massive expansion opportunity i bet it has more room to run. let's take a closer look at steve king and learn more about how his company is doing and where it's headed.

glad to be here. >> all right, sir, i have been around for awhile. dave and busters was an uneven performer in the stock market. up and down. you were always very worried about it even though i went there with my daughter constantly. what has changed about this that your consistency and average unit volume success are extraordinary? >> so jim, we did a lot of things over the last ten years really since we were taken private. the most professional and best operating company that it could be. i think there's a series of things everywhere from implementing new systems, from kitchen display systems and labor management systems that's allowed us to be a lot more predictable than we were in our prior iteration as a public company. >> also wonder, there's a great phrase in one of your conference

country is riding a wave of popularity in gaming in our culture. that's also different from when the company went private, isn't it? >> yeah. i think so. i mean, i think you can't go anywhere in the u.s. right now and not see people playing games. whether your on the bus or airplane or dnb. people are willing tm play games in front of other people and there's no stigma to it or there's nothing that somebody won't try and i think that proves to our benefit in this case. >> also i was surprised, i remember i was looked by them and really -- >> you have tickets and it looks like you have a great corporate business and you make a lot of money on what is a very profitable thing which is liquor. it's working for you. >> yeah. i would say 2-thirds of our business is really very

amusements and alcoholic beverage sales so in round numbers, amusements is about 52% of sales. got a very nice 86% gross margin. alcoholic beverage sales. you know, right about a 75% margin, 25% cost. it's about 15% of overall sales so combined they're two third of the business. and both he low labor component associated with them. we have preventive maintenance and people to cash you out in the winners circle in what we call win now and you have bartenders for the alcoholic beverage part of the business but that's much less labor intensive than on the food side of our business. >> that's a great point. a lot of people are fleeing this group because of labor and you have the best numbers there. you have a tie in in some cities with the nfl. you'll do a pregame, a postgame. that's got to be a terrific business. >> absolutely. i mean, one of the things that

years is really evolve the brand and we set out to do everything from food, beveragag amusements, improvements. as we spent about $65 million the hero of that renovation has been adding what we call watch which is really directed at watching sports out of home and, you know, we're a very large venue. our average square footage is about 20,000 square feet. we can have the 180 inch tvs and the rest of that which makes it a great venue for a live remote or something like that which is what you're referring to in terms of having an nfl pregame show or one of the teams came in. >> 40,000 square feet, are there enough locations that it can be that big in many different cities that you still have that big runway to be able to expand? >> sure. i mean, we believe we have over 200 opportunities in the u.s. and canada. we actually have 17 signed

beyond. we're seeing a very nice flow in terms of the runway. we need about three quarters of a million people in ten miles for it to be attractive for one of our large stores but in our smaller stores we can go into a market where we might have 550 or 600,000 people in a ten mile radius with it growing as you go out from that. >> the last question i want to ask you and it's not up to you but a firm i've done business with that's fantastic, they still own 24%. their goal is they have to have an exit strategy and sell overtime. any sense after this quarter they say to you, listen, this is our chance? or will they just do it and it really has nothing to do with you so maybe our viewers if they want to buy some, they buy some now, maybe comes to the market with some more stock. >> well, a couple of things. they have been a great partner

really taken a long-term view and that continues into their ownership as we become a public company that their view is that they're not in this for a quick hit. and i think that they will be very disciplined and rational about the way they dispose of the remaining 25% of round numbers interest. >> oh that's terrific. anyway, it's an amazing turn from when it was first public exciting place to go to. that's the ceo of dave and busters. great to meet you, sir. thank you so much. >> one of the better retail stories out there, guys. that have the mid to high single digit same store sales. very, very few of them. mad money is back after this. >> coming up on demand delivery. post mates offers a fast and convenient way for customers to receive their products 24-7 and after partnering with companies

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just because the consensus about a particular stock is overwhelmingly negative that doesn't mean it's wrong. the wrong stocks can be a really brutal business.

mighty brand. it seems that freeport can't get anything right these days. clearly the slump in commodity prices crushed the company. sentiment is prevailing negative but to own freeport investors need to accept it. volatility come with the territory. profits and the stock price but there is an upside of this as well. which is if gold, copper and oil go higher so will freeport. report then offers a seemingly compelling perspective and i quote it again. the stock has been so badly beaten down that it makes little sense to me to sell considering what potential there is if copper, gold and oil prices recover. 10 times 2015 earnings. 1.09 times book value. such low valuations.

with huge upside potential and a 5% dividend yield is a very nice kicker, end quote. there's just one problem. the report in question is dated december 24th, 2014. nearly a year ago. written been an analyst. i'll spare you his name. but pretty much everything this guy wrote last december either turned out to be long or simply didn't come to pass including the fact that the kicker, the 5% yield is now gone because yesterday the company suspended that dividend. but let's set the stage here. when this poor guy made his con call it had been on a roller coaster ride since 2007. up at the peak and down in december of 2008 when they sliced the d didend only to come roaring back rebounding as high as 58 again in january of 2011.

then in december of 2012 with the stock trading at $37 -- $37 and the price of oil at $85 a barrel. free port shelled out $20 billion to buy them. two straight up oil companies. that deal pretty much sealed their fate. sure a year ago when the report was eaten oil was at 55. now it's at 367. but the issue isn't the decline in those commodity prices which while severe shouldn't have sunk the stock down to 7 where it sits on this roller coaster. no it's the debt that the company took down. the debt. that's what made them suspend the dividend yesterday and credit agreement. it continues to sell at the market. having raised $1.6 billion since the program was announced not

million stock to sell in the open market before they reach the $2 billion in equity which it needs and is it any wonder why carl icahn is down big since the stock was trading around $10. not even they can trump the constant selling they're doing. as daunting as this is what makes me most worried about free port is the next trip from 7 to 58 did not occur. it's suffering from a glut. it's equal only by the oil market. it is not because of the housing market that did nothing but because of demand for emerging market infrastructure. that spending seems to have glutted everything that coffee is used for. >> there will be no snap back this time even taking into

glencore and bullish back in the day announced this morning. cut backs sent that stock up and it's better than it's been. just like free port yesterday. >> why point all of this out? sometimes the negative consensus has crushed a particular stock. sometimes the negative sentiment is correct. it doesn't often pay to be a contrary juan. the valuation argument from a year ago, well, that's out the window. it's losing money. it is overvalued. gone. it's oversupply and lack of demand remind me when dealing with commodities cheap is not in the eye of the beholder. mike in ohio, mike, mike, mike. >> hey, jim, jim, jim. help me out here. >> sure, why not. >> back in the spring he was saying it was going up to high

miserably. my buddy and i think it's going down big time. but they showed little interest. what do you think? >> he's been right a lot. he's done well and people make mistakes. it looks like it's not going to workout. i don't like the company. who wants to be in navistar. down here at 9:00. do i want to bet against it? i don't want to own it. how about that. let's leave it at that. bill in florida. bill. >> how are you today? >> i'm good. >> i want to thank you for all the work you do to help the average person in the mad world of investing. >> thank you. >> but i have a question about sun edison. i have been invested in it and it's been going down and it looks like it's bottomed and it's starting to stabilize. what's your feeling on the stock. >> i have been reading this and there's an endless number of

money.com and i don't have any confidence at all in sun edison. i think if it bounces up 15 or 20% i think you sell. i don't like the balance sheet. we're no longer buying the stocks that have bad balance sheets once the fed starts hiking. allen in florida, allen. >> hey, how about the eagles to the playoff booyah t t you. >> well, you know, i'm a cautious non-jinx guy. i'll defer to chip kelly and the team. >> there we go. my question is about cheniere energy. they split a couple of billion dollars building this export facility. i think they're ready to ship in a couple of months. icahn has been buying a ton of the stock. buy today i'm thinking carl icahn. what do you think?

cheniere, this is a risky play. it's risky because the price of energy is going down. there's a piece called cheniere energy partners it yields 7%. being contrary doesn't always serve you right. much more "mad money" ahead. from amazon prime to google express, the delivery space is heating up. i'm sitting down to see if they can remain ahead of the pack. then do your stocks have what it takes to survive this up and down market? i'll be the judge of that when we play am i diversified.

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>> we all know that uber has changed the way many of us get from point a to point b. and i think that post mate the on demand delivery service taking this country by storm is revolutionizing how we shop for food and everything else. it's like uber for couriers. you can use the mobile app to order anything from food to hardware and then the company sends a courier to the store that brings you your stuff within an hour for a small fee. the last time we checked in with the company was the end of april. they established themselves in 67 different markets across the u.s. now they're in 107 markets. and unlike some of the privately held unicorn services they had no trouble tapping the private markets to raise additional capital. i'll tell you why in a second.

reckoned with so let's dig in deeper with the co-founder and ceo of post mates to learn more about where his business is heading. become wac to "mad money". >> take have a seat. of course these post mates ceo says he's raising money again n january to build the antiamazon. i like that. you have to tell us about that. >> well, i mean, if you think about how it works it is just a beautiful network that is local economies and connects the her -- merchants on a local level. it's something that amazon doesn't do. and really cutting out retail spaces in local economies and we want to o lp local retail spaces in local economies. >> value proposition for the retailer, your company, the courier, and your customer. >> for the customer it's easy. you press a button and you get something delivered in a couple of minutes.

business. they are not walking around the streets and can still shop and engage on their cell phones and the value proposition to the couriers is if you want to have additional income it is one of the best ways to do that. it is no strings attached. it's a very great way to earn additional income. >> i associate them with the human face of capitalism. they choose you because you do something good with couriers that maybe others don't. >> i think it has to do with them. when we have meetings with both of these companies. they're fantastic ceos. i learned a lot from them and one of the things they both mentioned is its a company that's not a technology company but a people company because there's so many post mates engaging with the company.

deliveries across our markets. >> at the same time i know that mark has done many times. sales force.com. mark taught me if you can grow revenues quickly, a billion, first to get to a billion, first to 2 b blion, that can be the zee success and early on we should be able to get revenue froeth up. billion dollars possibly on the horizon for your company? >> i think it is. we are doing around a quarter billion dollars in sales. that's up 8 times from last year. >> and we did a million deliveries. now we're doing 1 million a month. >> now my old friend compared to you -- your company to one of the dot com era which means, the way i looked at it, no revenues, no earnings. >> absolutely. i mean, if you look at post

we're still a private company but you look at a gross profit margin at about 20%. so our business looks a lot like uber's with added revenue from the product we're selling. >> so you're making money. >> we do. >> not losing money to be able to build something up. >> we do. it has always been our first part to figure out if we have a sustainable business model and we do. for over four years we have a positive gross profit margin. >> that seems like the wrong i know those companies. now, let's talk about shake shack. it doesn't have a relationship but if i want a shake shack burger and wait in line i call you guys. does that person wait in line? does he have a clue? a customer of yours that is a retailer and someone that has to go in and wait in line for me so i don't wait in line. >> first of all we love shake shack. i met danny in new york and had breakfast. a wonderful time.

to work better together. we have merchants that we're integrated with. that the food gets prepared. >> that person isn't waiting -- that person is first in line therefore you get it faster. >> it's like a fast track. it runs in and out. it's integrated into the point of sale system. it's a beautiful thing and makes the platform run better than the out of network merchants. >> okay. so shake shack, would be better of course if they were in network and you would be able to get the end of the line, right. >> i would never call post mates to get the coffee because it would be like come on, get off your butt. but people do that and it's the holiday season. i would like you very much to do my shopping but i candidly would

is there a millennial divide between people that think are you kidding me? that's my job to go do that and other people find their time so precious they would never think of doing some of these things? >> i think there is and i think what's actually happening in the retail space should pay close attention to this is that customers discover new way of acting. you can see that in the boom of sales coming from mobile devices this holiday. retail stores have an opportunity here to be part of that leading wave of technology where they can interact with their customers and do sales store and i think it is something that we'll see more and more in 2016.. if i look at the partnerships, if i look k the people we have discussions with i think 2016 could be the year not only of mobile commerce but definitely of on demand delivery and on demand commerce in general. sales -- >> they do. we see from our partner 3s to 4 x on the sales volume that we

integrate with us. better promotions, bettete usabilitit better search within the app. >> we have been following your progress the whole way. cheering for you. we're neutral but congratulations on the great success you're having. >> thank you. >> that's the co-founder and ceo of post mates. we have been talking about the company since it's inception. "mad money" is back after thisis age defiant. age agnostic. olay is a purveyor of ageless. only the best 1% of ingredients make it into our products. for transformed skin without expensive brands or procedures. it's the ultimate beauty victory. nobody has any idea how old you are. with olay, you age less. so you can be ageless. olay. ageless. i take pictures of sunrises, but with my back pain i couldn't sleep and get up in time. then i found aleve pm.

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it is time. it is time for the lightning round. and then the lightning round is

time for the lightning round. start with jeff in michigan, jeff. how about staples? >> they're getting in a fight that's a total loser position. it's time to go. that deal is not getting done. it. let's go to preston in massachusetts. >> hi, jim. >> it's not doing anything. look at that yield as you wait but it's going to bring out value. let's go to jerry in illinois, jerry. >> yes, sir. i have 8,000 shares of transocean and my question is should i hold it or should i get rid of it so i can get a dividend of 2 to 3% more? >> we came out transocean it's really linked to a very bad business which is deep water drilling.

bucks up here i want you to sell. >> brian in illinois, please, brian. >> jimmy, is this the dawn of a new day at sprint. >> you're at the mercy of a very large investor who may or may not make it the dawn of a new day. a lot of people thought it was a mediocre quarter and i thought it was just fine. let's go to tim in florida. >> i have radio after the ceo was on the other day. >> it was a good story but it's a high risk story and these ones go up and down. they're crazy. they jump up and down. you have to either believe for the long-term or you try to trade them but the business, the fundamental product is a good one. let's go to zach in michigan, zach. >> michigan state university, 2015, big 10 champs. what do you think about wells fargo. >> giant position for action owners plus.com. that's my charitable plus. you can follow in. i like that very much. we're going to own it for as far as the eye can see as long as john stops running it, we like it.

>> i know you don't care for the u.s. railroad but at 125 a share, what do you think of canadian pacific. is it worth a look? >> i don't want to own that one. i don't want to own the rails. they're trying to buy. or steal norfolk southern. they should come on the show and talk about how they can bring value more long-term. and explain why they can bring out value versus the products deal. let's go to russell in north carolina please, russell. >> >> you're reaching for yield and we're not going to reach for yield. in this show we're not reaching for yield with the fed starting to tighten. >> and that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. affordable renters insurance. with great coverage it protects my personal belongings should they get damaged, stolen or destroyed.

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hey, the holidays are here and you're probably still hunting for that perfect gift for someone special. well allow me to help because there's nothing more precious than the gift of diversification. keeps giving all year. let's play am i diversified? tweet me and tell me your holdings and i'll tell you whether your portfolio was too clustered.

or get gifts in exchange. we'll take care of everything. first up, they say it's restoration hardware, black store, facebook, am i diversified? here we go. restoration hardware with a good number. that's -- how about that, semi-conductor is a tech stock. black stone's finance, apple tech, facebook tech. that won't work, will it? you have to make some changes here. where's bristol myers. we're going to do that and then you have to take a pick between either one of those and i want to add general electric. industrial in there. connecticut. >> a big connecticut booyah. >> booyah right back at you. what's going on. >> not much. here are my five stocks for the

they are apple. ppg. facebook. home depot. and starbucks. thanks again for everything that you do, jim. have a happy holiday. >> thank you. wow, this is interesting because we have -- look, apple, technology, starbucks, it's a technology company that sells coffee. ppg, great chemical company. home depot terrific retailer and this problem facebook apple. so you have to pick one. i don't care which one you pick and we're going to have a drug stock and this time i'm going to say it should be pfizer-allergan which is going to merge. and that's many my charitable trust. let's go to pete in florida. >> happy holidays mr. cramer. >> same. >> let me throw some stocks at you. alcoa, bank america, disney, and i have a small position in petrobras long-term. >> okay.

alcoa it's a metal's play. what do we want to call, relationship, you know what it is. mickey mouse and bank of america bank. we have bank, entertainment. i'm not going to say match is entertainment. i don't even -- let's say it's -- alcoa, and petrobras that's an oil company. i'm going to deem that too close to alcoa and you need a drug stock and this time i'm going to give you eli lily. another name doing terrific. i really like it very much. it's anti-alzheimer's formulation. let's take another. why don't we do it. john in florida, john. >> booyah dr. cramer. >> booyah, john.

pot, cracker barrel, under armor, and new residential investments, nrz. am i diversified, doctor? >> i don't like these public real estate investment trusts. i don't like them. replaces the bank of america which bought yesterday for the trust. i don't like the outside yield. potash i don't like it either. underarmour, they might be a little long inventory. aerospace, bank of america there. put a drug company in there. under armor, let's understand that there's probably inventory issues and cracker barrel restaurant, you make those changes and then a lot of work on this diversification game and

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as we ararat the eve of a federal reserve meeting where they will be tightening i want to caution you that i will be more negative when that happens. i will be selecting certain situations that i don't like, particularly companies that are borrowing money, taking down debt in order to give you a good dividend. an outsized yield. those will be on my hit list so to speak and get ready for that because we're not going to fool around once the fed starts raising rates because it's a different kind of game. 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." i'm jim cramer. i will see you tomorrow. it's friday, december 11th. coming up on "early today," breaking overnight, four killed