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. people want to make friends, i'm trying to save you money. my job isn't to just entertain or educate but teachnd put in the perspective so call me at 1-800-743-cnbc or tweet me @jimcramer. how long can you keep good stocks down? how long can they stay in the doghouse before they stage a breakout? today the market answered that question and the answer is not as long as the bears think they can. today's the day when many stocks that have been languisher or puttering or just plain going down finally awoke from their slumber and regained their gusto as part of a broader move

s&p up 1.6%, nasdaq 1.9%. let's start with apple. after reporting a terrific quarter back in october where the company delivered on every single metric, apple stock had started percolating like the old days rallying from the low teens to 122. but when it got there, credit suisse came out with a brutal forecast of reduction based on weak supply-chain orders discovered by, and i quote, "our teams in asia." at the time i said here we go again, yet another research firm has used its "team in asia" to discern weakness in apple's product sales by measuring something that's been done dozens of times since the stocks' historic run from the generational lows of march of 2009 when the stock was at $11. how many times has this channel check asian team kept people out of making big bucks with apple? for every new product, every

cell phone chain, i've heard about supply chain weakness from asian teams, brokerage firms. this note was particularly destructive because it came from a bull with an aptly titled supply chain cuts weakness then opportunity. hmm. let me see. ominous decline followed by redemption? i cautioned this was a quintessential hedge fund number slash meaning you may not be nimble enough, you may not be able to get out of apple and then back in at lower levels. however, two days ago ubs came out with research that said the supply chain overhang would put a damper on apple's valuation so they cut. target price went from $150 to $140 and they told us the order pullback was, and i quote "not encouraging." to me it seemed like a pilon off of credit sweet's forecast trim and it worked but stocks slipped again. but then this morning we get a different kind of note. a research note from goldman

sachs entitled "the shift to apple as a service." this piece was a totally refreshing and, yes, intellectually pleasing way to look at apple as a company transforming from a hardware play, a simple maturing cell phone company, into more of a service provider with the fabulous install base that will have recurring revenues including the upcoming tv service and other attachment services like the apple watch. this piece makes so much sense. why should apple forever be pegged as just a cell phone story when it has so much else going for it? by the way, we have reports of another apple supplier from china saying the phone business is quite strong, totally disputing the "asian team" channel checks from credit suisse. this whole thing reminds me of the summer when tim cook told me china sales were strong even as every channel check by the asian teams said things were bad. oh, and just so you know, every channel check that i do, which is pretty extensive, doesn't indicate weakness. for the record, i like hearing from tim cook's asia team more than the asia team of ubs or

credit sweet or whatever other firm will try to convince you to dump apple and get back in. they want you to trade it, not only it. apple trades like it's a metal bending prosaic autoparts company. a substantial discount to the stock and the s&p 500. goldman sachs analysts saying when people realize there's more to this story than a cell phone business, investors will pay $163 from this $116 stock. just to be sure, if apple get there is it will still be trading at a discount to the average stock despite the company's amazing balance sheet, brains and behemoth status. at that $163 level it will trade more like an aerospace parts company than a bumper or dashboard company. this trend of beating down high quality stocks making a comeback extends to retail. take costco. a magnificent company that reported same-store sales before the others and the numbers looked light, causing stocks to sell off. after a week packed with retail sales reports, many of which

were tepid, it looks like costco's number which is seemed weak in isolation are strong. or how about salesforce.com? the cloud software company that tonight reported numbers well above what the street was looking for give guidance for an $8 billion revenue next fiscal year. extraordinary achievement. fast as ever. here's a company with a stock that's been trapped in the 70s like a coal mine for most of this year. many investors have shied away from paying up from this range. we'll talk to ceo marc benioff later this evening about this quarter but i think this best of breed company may break out of this range to the upside and do so tomorrow. let's not forget the biotechs, biogen, cellgene. finally, there's a bid -- in get this, one of the worst bear

markets out, the restauran stocks, of course other than mcdonald's. last night cramer fave jack-in-the-box, i know jack, it's owned by my charitable trust, it reported good numbers then gave a rosy outlook. restaurant sides include mexican chain q'doba which is my daughter's favorite. maybe there's hope for the beaten down group after all. i know there's frustration. i know it gets tiresome to be led around the nose by fang the four musketeers of facebook, amazon, netflix and google. after today, maybe the bottom line is that the markets lovey-dovey stock list, the ones anointed by big money managers is expanding back to companies that have delivered great results but have taken a thursday row, not that second seat, the third row, the little one in the back you have to climb over to fang. it seems like this market is

going back to basic best of breed and not just if it has the internet somehow attached to it. alex in massachusetts, alex? >> caller: booyah ski daddy, how are you? >> ski daddy doing well! in a slump in fantasy league. >> caller: i got back out of my energy stocks before the oil crumbled in the summer and i want to get back in. i like the recent sale of the assets in the gulf by marathon oil and i wanted to know what you thought. >> no, no, no, no. we need growth of dividend. the growth comes from occidental, oxy and the other is eog. eog is growth, it's positively tech like. eugene in florida, please. eugene. >> caller: booyah, jim, this is eugene, orlando, florida. >> all right. >> caller: gnc.

>> valiant we know has issues in terms of its distribution. gnc has issues in terms of what's in the supplements go. by perigo. remember when the other mr. papa came on and said they don't use chinese materials in their vitamins. prgo. they rejected and it will be just like to me what happened with air gas. i like prgo. best of breed is back in style. you just can't hold these good stocks back down far long. "mad money," the force is with us. one of the tech's hottest names,s collusive ceo salesforce then fitbit and gopro. you might find both of these in your stockings this holiday season but only one belongs in your portfolio and i'm revealing which one. plus a sector that could help

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at a moment that it seems incredibly likely that the fed will raise rates in december, we need to remember ma what groups work in a rising interest rate environment. you know what cohort outperforms, the turbo charged growth stocks that won't even notice the sting from higher rates. case in point, salesforce. it's one of the fastest growing out there if not the fastest of all time. salesforce reported the company delivered two cent earnings speed, higher than expected revenue. 24% year over year. tremendous margin expansion. let's look with marc benioff, the visionary, founder and chairman and ceo of salesforce. mr. benioff, welcome back to "mad money." >> great to see you, jim. >> you've got it well on the way

path to reach $10 billion, faster than any other enterprise software company. you're confidence on $10 billion is based on what? >> it wasn't that long ago that i was sitting here with you and we were talking about our first billion dollar year. next year we'll do more than 8 billion dollars and we're still the fastest growing enterprise software company ever. >> it's important when you say $8 billion it's not like you pull a number out of your hat. you have deferred revenue on the balance sheet of 2.85 billion and off balance sheet $6.7 billion, up 24% year over year. people should know that kind of money doesn't deflow towards that $8 billion. >> jim, as you know, when we conduct is business in the quarter very little appears in this quarter's revenue. it's deferred revenue. like a subscription service like

our customers subscribe to our services so we recognize the revenue as we deliver those services over time so that's why we're able to give you such aggressive revenue guidance for next year of over $8 billion. >> at the same time, i have to believe there were eight-figure contracts you won this quarter that can get you to that level. federal government, that was one of the rumors i heard. big contracts, utilities. what is the makeup of the larger contracts that got you here? >> we had great revenue growth across the board and i think you can see from our revenue growth here in the united states and europe and even asia was strong and we had quite a few marquee deals. we had amazing transaction with intel, we had an amazing agreement put together with ae comm and we did amazing work with general motors. be the customer i'm most excited about is ae com, the world's largest engineering company and their ceo michael burke is running his business right from his phone and able to

his employees all over the world and manage his construction project, connect with his customers. this is our dream of how companies can operate. >> well, you can ask him, he knows we love this company for a long, long time and they're fantastic operators. service cloud in particular, looked great. a couple of accounts that you have on your marquee -- your name i think are marquee. here's one. sprouts. that's the business of natural food where many people feel there are companies that are no longer gaining steam but you put sprouts right on the home page. what are you doing for them? >> what company doesn't have to connect with their custer in a new way? that's a great example where they're using our customer service cloud to be able to provide a level of communication, a level of intimacy, responsiveness to their customers that wasn't possible. we see our customers doing is creating one-to-one journeys with their customers mapping out what does it mean to on board a

customer? what does it mean to grow a customer? what does it mean to retain a customer? by focusing on those customer relationships, our customers are growing. they're growing much more than the economy. it's empirical. the companies that focus on their customers are companies that grow. >> john stump we saw him when we saw you last. wells fargo has pride itself on being able to cross sell. we always felt that's a one-to-one relationship business but they have brought salesforce in to increase cross sale. what can you do that they couldn't do by themselves. >> well, the financial services industry is a very exciting industry because it's an industry under a huge transformation. you look at a great company like wells fargo just a few blocks from here in san francisco, great ceo, i just saw him last week myself. he's reconceptualizing what it means to be a bank. what does it mean to be in mortgage?

retail banks? aspect of banks? but in all of these different businesses that he has -- and he business -- he has a single customer and a single view of that customer. he's got a 360 degree view of that customer and as his managers and executives work with his customers all over the world they're able to know exactly what the opportunity is and that's the power of salesforce with wells fargo and we're so excited to expand our relationship with wells fargo. >> let's talk about that because you've introduced know a number of people who are described as being at these unicorn companies. i know you have good views on unicorn that are somewhat critical but a lot of unicorn companies have been created to take wells fargo's clients away because they say we have an algorithm better than wells. if salesforce is grafted to wells, does that allow wells to compete with the algorithmic guys who claim they'll take over all of wells' customers? >> there's a huge amount of innovation going on in financial services.

you know, that jim. it's amazing what's going on and you're right, it's happening in startups and in our community banks and regional banks, another huge sale force customer and even in the very largest banks in the world, that could be wells fargo in san francisco, bank of america where you are in new york, it could be barclay's in the uk, it could be deutsche bank. but it doesn't matter if they're small banks, medium banks or large banks, they're all using salesforce because they have to manage their customer information. who does not have to manage their customer information in sales, in service, in marketing, building communities, having analytics, building apps and also the internet of things which is rapidly connecting all these companies to their customers in a speed that we've never seen before. and what we're try dog is be that trusted industry advisor with those customers so when we walk in we can show what is the best practices to get to precision banking. how is he going to build the

one-to-one relationship with that customer? when i walk into that branch, you want to know exactly what the opportunity is with me. that's what salesforce is going to do. >> marc, i need to know, there's just many, many talks, i think they're is often confused with conversations about merging where you have an unbelievable relationship that is different from the previous man who ran microsoft. what do microsoft and salesforce force have in common that they're not trying to steal each other's customer? >> well, salesforce and microsoft is a marriage made in heaven, jim. we have the most complimentary product line and we have been building products together with them. we have shared incredible best practices and, yes, it's also a healthy competition, honestly. and forth between the two companies. it's amazing. at the end of the day the number one organization benefitting is

like unilever has who has relied on microsoft and salesforce to expand their relationships in a completely different industry, consumer product goods. they have a great ceo. we're doing phenomenal work with them to conduct with their customer, helping them run their business from their phone, building these one on one journeys. converting their product experiences. that's very exciting. >> one last question on this you have your gross margin able to get it without overpaying. i think there are companies that we now realize were valued too what happens, put on your venture capital hat because i companies. will you pick off the same last because they were paying way too much because they should have gone to salesforce to begin with? >> well, number one, those

staying private well too long and i have friends of mine who are ceos of those unicorn companies and i'll tell you the same thing i tell them -- get out into the public markets. this is the opportunity to really rationalize your valuation. let the market decide what your valuation is instead of kind of manipulating the private markets to maximize your valuation, let the market decide. look at salesforce, we've been a public company since 2004 and of course every market is not perfect. look at 2008. there's ups and downs. every quarter is not perfect. there's ups and downs but it rationalized by the public markets and these unicorns are staying private too long and it's hurting them. i can give you example after example where they're getting trapped in their high valuation and their inability to raise more money because new invest investors won't come in. you saw fidelity writing down investments they have in unicorn companies because of this phenomenon and it's a disservice to the entrepreneur that they're doing it to themselves. get into the public market, let the public market rationalize

it. to your point in recruitment, when those valuations get too high, we don't lose employees to those companies because those employees realize they're going to companies whose stock is too high so they can't provide reasonable compensation. in some ways it's good for us. but in many ways it's bad for the industry because it's creating this unusual phenomenon, unprecedented and there's really nowhere to go for a lot of these companies except for down. >> fair enough. congratulations on the amazing quarter setting the stock up because it beat every single metric as you often have, marc, in the year since you were a one billion dollar company. >> and thank you for coming to dream force, jim. it was great to have you in san francisco. >> we'll be back. we'll be back. that's marc benioff, chairman and ceo of salesforce. stocks going higher and it's not done. it can go up substantially from where it's trading. "mad money" is back after the break.

gopro. these wireless wearables are two of the most innovative devices of their generation, but lately both stocks have taken a tumble. are they still all the rage or is the fad beginning to fade? cramer referees the tech titan throwdown next.there's something out there. it's a highly contagious disease. it can be especiallyserious- even fatal to infants. unfortunately, many people who spread it may not know they have it. it's called whooping cough. and the cdc recommends everyone,including those around babies, make sure their whoopingcough vaccination is up to date. understand the dangeryour new grandchild faces. talk to your doctor orpharmacist about you and your family getting a whooping cough vaccination today. the beast was as long as the boat. for seven hours, we did battle. until i said... you will not beat...

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ever since fitbit, the wearable fitness devicmaker came public this past june it's being compared to gopro. gopro, the wearable camera maker. i understand the comparison. both companies make sleek hardware technology products in rapidly growing markets. both look to differentiate themselves via their software ecosystems. both have young dynamic ceos and both stocks rallied rapidly after their ipos only to become controversial not long after. on top of that they have one more thing in common -- both companies requested and received -- this is the inside workers but i have to give it to you -- approval to release their ipo lockup restrictions and sell some restricted shares before the usual 180-day lockup expiration leading to steep swift declines in their share prices regardless of what the earnings news was.

selloff began, stock has tumbled down 68%. gopro is trading 17% below its ipo price. so now that fitbit's initial secondary offering is complete and its lockup expiration is looming in less than a month, lots of investors want to know will fitbit, which is down 45% from its highs be the next go slow in with a stocks that's just easy come easy go? it keeps going in a freefall of new supply of both too many fitbits and too much stock or is there something that makes fitbit better than gopro and not just this thing doesn't happen at that. before we get into the specifics of the companies, we need to talk about the specifics of their early lock up expirations because while fitbit and gopro did the same thing here, they did it for very different reasons. typically when a company becomes public they promise not to sell

their shares for a set period. it's usually six months following the ipo. sometimes with fitbit and gopro the banks will agree to an early lock up expiration, very rare, very unusual and while these can fit like they aren't cricket because they crush newly public stocks meaning a low percentage of the share price is creating, they can be done for all kinds of reasons. in the case of gopro you might even say they had noble reasons. on october 2 of last year, gopro's ceo nick woodman and his wife jill announced they were establishing a $500 million charitable trust foundation which they fund their shares in gopro. so the ipos lead underwriter j.p. morgan agreed to release the woodmans' new charitable foundation from its restriction of 5.8 million shares. given -- giving a half billion dollars to charity is a wonderful thing to do. no question. but this show is about helping you to try to make money. and having insiders dump that

was very bad news for gopro shareholders so gopro peaked at $98 and change a few days after the announcement and since then the stock has been crushed to the point where it's below not 20 bucks. over a year ago we were watching videos of goats and pigs wearing gopros while surfing. shouldn't we worry about fitbit doing something similar? the answer is no because when you drill down, the details of fitbit's lockup release are different. two and a half weeks ago when fitbit reported the quarter the company told us that morgan stanley granted fitbit an early lockup release so the company could sell 21 million shares via secondary offering though they reduced that to 17 million

shares, 14 million coming from existing holders, three million representing new stock fitbit was selling in order to raise capital and do more r&d. while this announcement caused the stock to get pole axed, remember it was that announcement that caused it to go down. it's worth pointing out a couple things. negotiation the insider dumping, fitbit itself sold the stock to raise money so it could invest in growing business. ceo james park went into detail about why he had to do that in our interview on squawk on the street the following day. take a listen. >> we have 88% dollar share in our category. that's a dominant position. we've got therein by investing in growth. we'll continue to do that. we raised guidance for q-4. so that's a testament to the growth story in fitbit. >> see? positive. second park explains a major rationale was to create an orderly process for the company's venture capital shareholders to sell their stock. and he noted the insiders and sellers had to agree to a 90-day lockup on selling the rest of the shares.

since then fitbit has fallen 30% including a hideous 12% decline last friday when the secondary priced in the hole, $29, much below where they opened on the first day of trading at $30.40. can you with believe it? i recognize this reaction is only will cal. as the shares increased worse that that it was a negative signal giving investors the impression that despite their fabulous results lots of insiders and venture capital investors wanted to get the heck out. wouldn't they have to knowing? or with would they hold on and go for the gold? why not go for the gold instead of settling for the brass if things were that good? that's what you thought. now that fitbit has been obliterated i think the short answer is no because despite the similarities fitbit has more going for it than gopro did at this time last year.

for starters fitbit has better growth and gopro's last quarter before its lockup expiration they grew their sales by 46%. in fitbit's quarter they grew by a whopping 168%. that's a different league entirely. while both company sauce their valuations become elevated in the post-ipo rally, gopro's valuation got more absurd. at its peak when we saw those goat and pig videos the stock was trading at 97 times earnings after even after declining the stock was selling 23 times earnings. fitbit has a much higher growth rate than gopro ever did but the stocks valuation peaked at 70 times earnings in late july when it was trading above 50. that's expensive. but considering the tremendous growth rate, not insane. now that fitbit is going down to 28, the stock is selling for 26 times earnings. third and most important fitbit is a much better fundamental set than a year ago. fitbit has a social networking component whereas gopro's ecosystem is a youtube channel where you share videos. fitbit has more mass market appeal and as just about anyone could be a user of their

wearable fitness trackers unlike gopro whose primary customers are in the action sports market. fitbit sales products with different price points including the low end of the market while gopro is a high end purveyor. gopro is reporting dismal numbers, fitbit is the opposite delivering amazing numbers in part because they used theist that post-ipo cash to ramp up spending which allows fitbit to keep gaining market share. fitbit has a corporate wellness component that gives this story extra legs. they work with companies that help keep their employees healthy and productive. given how expensive health care costs are running, well, if you run a business this could be huge for fitbit. gopro has nothing like it. and the irony? target placed a huge order of fitbits for its employees and given that stock's stunning breakdown today, a gets employees may need them to check their heart rates. here's the bottom line, yes, fitbit has similarities with gopro and fitbit stock has been obliterated after the recent

secondary but it would be a mistake to dismiss it as the next gopro. their prospect is much better and with stock trading 26 times earnings fitbit is darn cheap. the selling ends a month from today and i think you have to be ready to buy fitbit as we head into that moment. particularly because unlike gopro which has its products being pushed at huge discounts on qvc, i think you could be a very full price fitbit christmas. i'm going to rick in iowa. rick? >> caller: hello, mr. cramer. >> hi, rick. >> caller: thanks for having me. can i get a booyah for my undefeated hawkeyes? >> we love the hawkeyes. remember, we went -- did you see our show when we went to the university of iowa? one of best we ever did. >> awesome. despite the uncertainty in retail, there's one company i've had my eye on holding steady. my wife and her friends love the product so is now a good time to buy into ulta? >> do you think ulta can be

defeated by amazon? how is that going to happen? are you ever going to get your hair done via amazon? i like ulta. how about david in california? david? >> caller: hi, jim. i watched you from your very first show, that's a long time. >> from the howdy doody show when i was in the audience. >> [ laughter ] >> caller: i got two questions for you on sears holding which is trying to break down today ahead of another bad quarter. one is why do you think grandberg continues to burn another $1.8 billion to keep sears and kmart afloat and two is how long do you think before sears goes bankrupt and the stock goes to zero. >> we don't know that. this is a rabbit out of the hat situation. you never know what will happen. i would love to ask them why are you continuing to run sears but i think the answer is what sells he going to do. i mean, it's like a raison d'etre kind of thing.

no exit. don't mistake fitbit as the next gopro. i've never seen a pig on a surf board wear a fitbit but they should or else they'll end up at hormel. much more "mad money" ahead including the result of increasing tensions overseas. then takeover talk on a railroad. but here's history you need to be aware of. i'm heating up your wednesday what w a hump day edition of the lightning roun stay with cramer?

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today president obama assert it had chinese should pull back. pull back from their military activities in some disputed areas of the pacific. he's using moral assuasion urging china but how the heck does the president back up the statements at a time when we may need to have all hands on check

in the middle east while we hang around in afghanistan, continue to remain vigilant against russia after its incursion into ukraine. i'm not trying to be a warmonger or fear-monger or profiteer, but do we have enough aircraft carriers to do the things we need to? do we have enough planes? do we have enough missiles? do we have enough soldiers? do we have enough soldiers in the right places? we're so overstretched and regardless of your political leanings we can agree the situation in iraq and syria hasn't played out the way any of us would have wanted it to. i'm not a political guy, i'm a stock guy. and when i read about the president's saber rattling in china, how do you back up that admonition? you do it by ordering more aircraft carriers to be built pronto at newport news, our nation's aircraft carrier factory owned by huntington ingalls. if you build the new ships, maybe you won't have to use them. but how do you do that when

doesn't have an appetite for military appropriations? do we think the chinese will listen to our entreaties when it's clear they can get away with doing whatever they want to? this is a perilous time, you don't need know tell you that, we've abdicate it had role of the world's policemen. it's been deliberate. so when we try to act like the police nen the southeast asia, i think to many of you it rings hollow since the western powers seem like they're gearing up for actual war in the middle east, a place where aircraft carriers may be our best bet for a campaign against terrorists who perpetrated the hellacious attacks against patience. this reminds me of the post-vietnam era when ronald reagan in 1980 ran on a promise to build a 600 ship navy to show the russians that our military was no longer in retreat. reagan made it clear he was not going to tolerate the evil empire that was the soviet union. but he had to show it. reagan may not have spoken softly but he certainly carried a big stick. now given that we're months away from the presidential primaries, may guess is candidates from both parties will try to outreagan reagan. both parties.

i expect vast majority of them to start talking about rearming the military to project power wherever and to use it if, heaven forbid, isis conduct mrs. terrorist attacks. now that the french have shed their inhibitions about fighting i wouldn't be surprised if we get involved in an actual ground war against terrorism perhaps in consultation of the people with the russians. i'm not advocating a political position here, i'm giving you my best guess predictions about something that could be important in your portfolio. but you need to know what happened in 1980 since it could play out all over again. back then as the election grew closer and closer the stocks of the military industrial complex moved higher in anticipation of a reagan victory and buildup. stocks like northrup grumman, lockheed martin and huntington ingalls will rally in most of the presidential debates in the same way drug stocks end to go down. even if i'm wrong about the united states, our allies are

spending and they'll order from the same contractors. they're the only games in town. now obviously this isn't like saying we should go buy caterpillar because of a big infrastructure push, i'm sensitive to. that i'm talking about buying the stocks of literal arms dealers, the merchants of war but it's their time and i would be remiss having profited greatly from my own funds buying the defense? stocks in 1908 not to mention that i think this will become ary play of that exact same situation. stick with cramer.rent is outrageous. good thing geico offers affordable renters insurance. with great coverage it protects my personal belongings should they get damaged, stolen or destroyed. [doorbell] uh, excuse me. delivery. hey. lo mein, szechwan chicken, chopsticks, soy sauce and you got some fortune cookies. have a good one. ah, these small new york apartments... protect your belongings. let geico help you

silent night holy night sleep in heavenly peace

>> time for the lightning round.

time for the lightning round. let's stewart mark in wisconsin. mark? >> caller: jim, my stock is semg. i was wondering what your thoughts were? >> i want to sell it. i do play aaron rogers in fantasy but i won't play semgroup because i'd rather do enterprise, epd. that would be better. let's go to justin in missouri. justin? >> caller: hi, jim, from the mo-mo state. what do you think about that little stock, manitowoc? >> no. i have to tell you -- the chinese related cyclical climb but people don't think china will pull out of that tail spin. scott in florida. scott?

>> caller: booyah, jim! lyondell basell. >> good company. mike in arizona. mike, mike. >> caller: yes, boeing aircraft? is that a buy, sell, or hold? >> which one? boeing? boeing is a buy. i know boeing has been tough slogging of late but the aerospace thesis has not slowed down and the defense thesis has kicked in. dick in california. dick? >> caller: hey, jim, many months ago you thought highly of via systems. now they've just established a new bottom. what's your view? >> it's cloud based. i had to pull in on cloud based. but salesforce.com encourages me. let's go to joseph in virginia. joe they have? >> caller: jim it's a pleasure speaking with you.

>> caller: i'd like to quote a line from the great movie "jerry maguire." jim, you're my ambassador of kwan. >> really? geez, not bad, huh? i'm going to tell the wife that. she doesn't think i'm kwan-like at all. go ahead. >> my question is, i'm interesting in buying tesla motors. >> that's a cold stock. if you like the car and you believe in eli musk you buy it. otherwise i can't find a metric that makes me want to that stock on a business basis but people love the car and musk. how about ken in louisiana? ken? >> caller: how are you doing, sir? >> how are you? >> caller: i'm fine, sir. i'd like that ask you about coca-cola. >> my daughter is in louisiana and i want to say nice thing about anyone who calls in from louisiana and i will say this. i think coca-cola is good stock and i want to buy it. and that, ladies and gentlemen,

round. should norfolk south tern i'm here at my house, on thanksgiving day andi have a massive heart attack right in my driveway. the doctor put me on a bayer aspirin regimen. be sure to talk to your doctor before you begin an aspirin regimen. go talk to your doctor. you're notindestructible anymore. we've got trouble in tummy town. peptocopter! when cold cuts give your belly thunder, pink relief is the first responder,

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should norfolk south tern terrific railroad company just say no to canadian pacific's $95 per share takeover offer announced yesterday given the stock was trading as high as $117 at this point last year or should they take the money and run? since the stock was trading in the 70s only a month ago. should they try to hold out for a higher price? right now it sounds like norfolk southern wants nothing to do with this offer or at the least the company wants something much higher if it will sell out to

canadian pacific at all and i can't blame them. the railroads are caught in the grips in a huge decline in coal, the bedrock cargo for this business and it seems like it will get worse not better short term considering the much lower cost of natural gas as a feed stock for utility bus not every utility can switch and coal will bottom out and the company has a business getting stronger. and while norfolk southern does ship some oil, a business that's now in severe decline given the price of crude, it's canadian pacific that's been the bell cal of using trains to transport oil which is why they need norfolk southern to make up for the lost traffic. it seems to me as though canadian pacific is taking advantage of the decline in one particular cargo that might soon be at rock bottom, coal. in order to eventually steal norfolk southern to what's less than it's worth. their takeover bid is reminiscent from another deal from another time. the hostile bid by air products for its cross region rival air gas five years ago. an offer air gas management argued was absurdly low at the time.

gas delivered a $143 takeover bid for a french competitor. fully 49 points higher than the $94 level air gas has fallen to last week. the air gas story is relevant from norfolk southern because like canadian pacific has which has made several other which you ares, air product raised air gas for ages. prices air gas was confident it could do better with even though stock was $20 lower from their first $60 bid. the ceo of air gas expressed confidence he could do better. air products was getting the company on the cheap because of the great recession. he was confident of a quick bounceback. isn't it possible canadian pacific is doing the same because of its coal exposure? should shareholders of norfolk southern be glad to get a people are glum this difficult market? i advise managements to do the right thing. take the money for shareholders.

that was in the hostile takeover. i sided with management because unlike so many ceos, the ceo has built the company himself. he had traced out a multiyear vision that had the stock going well above 100 but hadn't had a chance to get it there. he was no hired hand. he knew what his business was worth. i came out hard for him over multiple weeks endlessly. i'm thrilled to say he thank med for helping him turn the tide so he could live to play again. this week's $143 bid for air gas is a far pry for the $70. mame causelin will get money for his patience and perseverance and you've made a pretty penny. so should norfolk southern reject the bid out of hand. unlike air product, the current management in norfolk southern didn't create the company. nevertheless they can make a compelling case like air gas did that this is a cyclical trough and worth hanging on for higher prices. hmm, maybe this is the incredibly rare takeover bid

worth rejecting out of hand and if i were norfolk southern, i'd take a page from air gas and just say no. "mad money" is back after the break.going to clean better than a manual? he said sure. but don't get just any one. get one inspired by dentists. with a round brush head. go pro with oral-b. oral-b's rounded brush head cups your teeth to break up plaque androtates to sweep it away. and oral-b delivers a clinically proven superior clean versus sonicare diamondclean. my mouth feels super clean. oral-b know you're getting a superior clean. i'm never going backto a manual brush. i'm here at my house, on thanksgiving day andi have a massive heart attack right in my driveway. the doctor put me on a bayer aspirin regimen. be sure to talk to your doctor before you begin an aspirin regimen. go talk to your doctor. you're notindestructible anymore. if a denture were to be put under a microscope, we can see all the bacteria that still exists. polident's uniquemicro clean formula

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a lot of stocks broke out in their ranges and you have to watch salesforce.com. marc benioff put up numbers that are staggering. more than 200 basis points but his thoughts about the unicorn is what i thought. companies need to come public and we'll be following square tomorrow for you and that's going to be in many ways the beginning of the break price of these private compans that are worth way too much versus the public companies. i'd like to say there's always a bull market somewhere. i promise to find it just for you on "mad money." i'm jim cramer and i will see jeff: today on "flip my food," we're at dixie rv in hammond, louisiana, and i decided to take the "flip my food" kitchen on the road, baby, where it's all about rv recipes right here.

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