you need ciena to do that. let me make this thesis even simpler, as more people migrate to the cloud, you need more infrastructure buildout to allow people and companies to connect to the cloud, and this is where it comes in. it has a broad range of products to support voice, video and data services. ciena sells to telco companies as well as it sells to cable operators and enterprises and governments. back in 2010 ciena acquired nortel's old ethernet business, doubled the company, increasing its product offerings and growing its customer base. since 1998 ciena's made 12 acquisitions and they've addressed the key needs of its customers including the telco companies in a cost effective way. ciena's products that accelerate the ability of the telecom service for improved deficiency and fewer blackouts and to stop service interruptions. it has an optical transport portfolio that provides better bandwidth and data center connectivity, and video transport. productivity after cloud and mobile and social, i think conne

google and banc of america, sienna -- ciena and apple. >> that doesn't interest me. i don't care where a stock has been, i care where it's going. tonight we're pufting a bow on it with our last pair of holiday goodies, a health care company, johnson & johnson and tjx. let's start with j & j. they have farm marks couldn't p consumer and medical device/diagnostics. jnj is configured. the shareholders benefit enormously. my soon to be released book, i mention it can be a terrific winner if management does what i regard as the right thing. by the way, i think management will do the right thing in part because the relatively new ceo is so committed to creating value. i will admit they have done well the stock is up 31% for the year, that mpgs in large part to his fabulous stew wardship. i think this thing can go so much higher if management will split jnj into three pieces. sales will grow at a 10% clip. will you have a slow going, but incredibly consistent products business on over the counter drugs and last but not least the medical device and diagnostic business is inv

google and bank of america, ciena and apple and caterpillar.ot only winners in 2013, that doesn't interest me. i don't care about where a stock's been, i care where it's going. tonight we're putting a bow on it. with our last pair of holiday goodies, health care company, johnson & johnson, and off-price retailer tjx. let's start with j & j. the world's largest health care company with three divisions, pharma, consumer, and diagnostics. j & j is an example of a company where i believe the parts are more than the combined whole. the shareholders, i believe, would benefit enormously from a breakup. in fact, i cite them as one of my potential breakup plays in "get rich carefully" because i think this one could be a terrific winner if management does what i regard as the right thing. and, by the way, i believe management will do the right thing in part because the relatively new ceo is so committed to creating value. i'll admit that j & j has done pretty darn well, though, without any kind of breakup. the stock is up 31% for the year thanks in large

this ciena quarter is going to be great, it's not going to be like cisco.eck, they're taking share from cisco, hence why this one's up 50% coming in and cisco up a puny 8%. i bet the stock keeps going higher, and that is buttress by the outstanding quarter we got from finnistar. this stock continues to trade higher and ciena will give it another leg up. the final earnings report we'll get that matters this week is from lululemon athletic. there's a ton of cross currents here. it's with the product. who will be the new ceo? worries about retail, sports apparel. these are all recipes for me wanting to stay away from lulu. and it's always packed. a lot of guys outside lululemon. what is that? hmm. doesn't matter. we need to see who the new ceo will be there and we need to see that this ceo will run the joint for a while before i get comfortable. i've got to see a couple of quarters. and that's because the incredibly good christine day has announced she's leaving, but we don't know why. sorry, that worries me. she's that good. by the way, i would buy the stock

ciena down a dollar today and i want to be a buyer and caterpillar caterpillar which is too cheap on014 earnings last, but certainly not least, i like apple. don't move. lightning round is next. >>> from our family to yours. happy holidays, cramerica. peace and prosperity from all of us here at "mad money." [ male announcer ] here at optionsxpress, our clients really seem to appreciate our powerful, easy-to-use platform. no, thank you. we know you're always looking for the best fill price. and walk limit automatically tries to find it for you. just set your start and end price. and let it do its thing. wow, more fan mail. hey ray, my uncle wanted to say thanks for idea hub. o well tell him i said you're welcome. he loves how he can click on it and get specific actionable trade ideas with their probabilities throughout the day. yea, and these ideas are across the board -- bullish, bearish and neutral. i think you need a bigger desk, pal. another one? traders love our trading patterns, now with options patterns. what's not to love? they see what others are trading -- like the day's top

ciena down a dollar today and i want to be a buyer and caterpillar, which is too cheap on 2014 earningsast, and last, but certainly not least, i like apple. don't move. lightning round is next. >>> from our family to yours. happy holidays, cramerica. peace and prosperity from all of us here at "mad money." [ male announcer ] for every late night, every weekend worked, every idea sold... ♪ ...you deserve a cadillac, the fastest growing full-line luxury brand in the united states. including the all new 2014 cadillac cts, motor trend's 2014 car of the year. get the best offers of the season on our award winning products. like a 2014 ats and srx. hurry in, offers end january 2nd. the energy in one gallon of gas is also enough to keep your smartphone running for how long? 30 days? 300 days? 3,000 days? the answer is... 3,000 days. because of gasoline's high energy density, your car doesn't have to carry as much fuel compared to other energy sources. take the energy quiz. energy lives here. >>> it is time -- it is time for the lightning round on cramer's "mad money." rapid fire calls. [ indis

tough day for ciena.ting weaker than expected fourth quarter earnings on weaker profit margins. company plans to move its listing to the nyse from the nasdaq. cisco falling after issues a disappointing growth outlook at a meeting with analysts in new york city. plus side, facebook getting a boost on the news it will join the s&p 500 after the close on december 20th. a successful market debut for milton worldwi -- hilton worldwide. >> dom, thank you very much. if you missed out on that $20 ipo price should you be betting on hilton stock at these current levels, 9% higher? let's brawl it out. david sourby says it's a great time to get in. mike santole would not. david, why would you buy at these levels? >> bill, for a couple of reasons. i think the lodging space deserves merit in a crowded consumer discretionary sector. the last lodging names that have gien estimates for 2014 have been quite positive. we're in the stage of the business cycle that favors this group. it's opportunities in hilton and beyond th