bob phillips? david: that is for bob phillips, yes. >> companies are in great shape, david. where are sales coming from? that is my concern. that we've had a 30% year in stocks. yet sales are up this year over last about 5%. as are earnings. so if you project forward, we have great economic numbers last couple weeks. project that forward. growth to 2.5 to 3.5% last year. inflation, which is a fed's number. put another percentage point on top of that for stock buy-backs, that you're in 6% range much analysts projecting earnings gains of 13%. so that means more margin expansion. you have margins at the historical highs. it is really hard to make the fundamentals make the case for stock market appreciation next year. liz: okay. >> david, worth noting, sorry, worth noting that 75% of the actual growth in the s&p this year is actually coming from earnings expansion and not top-line growth. liz: okay. putting those two data points together we bring in mark luschini. mark, people like elsewhere. it makes sense if we've seen such an amazing year or two or three, even, from the marke

phillips'. ♪ [ male announcer ] bob's heart attack didn't come with a warning. a bayer aspirin regimen to help reduce the risk of another one. if you've had a heart attack, be sure to talk to your doctor before you begin an aspirin regimen. >>> we are back on this wines day wednesday. guess what time it is. >> time to cut the creep. ♪ well, by the time this is over, i'm going to have that timed. we've been following our two brave ladies, melvina harrison and kathy abruzzo from thanksgiving week, helping them from pack on the pounds since thanksgiving. >> madelyn is here to tell us if they were successful. >> hello. we have their weigh-ins. also, we're going to start with -- >> who is first? >> melvina. >> here it comes. you're on the scale. and after another week -- >> i think she lost. >> and you would be right. melvina lost. >> oh, wow! down 1.8. >> not only cutting the creep but she's down 1.8 since the start. >> up next is kathy. >> up or down? kathy now is -- she is down half a pound. yes, for a total of 3.8. almost 4 pounds down. even with the creep. >> yo

phillips'. ♪ [ male announcer ] bob's heart attack didn't come with a warning.one. if you've had a heart attack, be sure to talk to your doctor before you begin an aspirin regimen. >>> technology moves very fast so whether you're looking for a gift for the techie in your life or you like to stay on top of things for the digital world, this segment is for you. >> digital expert carly is here with some personal presents for under 100 buckaroos. >> it doesn't have to break the bank. >> can be inexpensive. >> we love it when you're here every week. >> is that an open invitation? >> it is. >> okay, done. this is for the control freak on your list. it is a sensor you can stick on nearly anything in your home and then you can monitor it on your phone. this one's on a door. it's going to sense motion. i'm going to open the door like somebody came in and i'm going to close it. in a matter of seconds, i'm going to get an alert here that says someone came in. >> that would be great when you have holiday parties and people come over and they use your -- they go in your medi

bob. you're on. >> caller: hi, jim, booyah from the villages of florida. >> excellent, what's going on? >> caller: i got five stocks for you. >> okay. >> caller: first one is p.m., phillip second one is mcdonald's, mcd. >> okay. >> caller: boeing. b.a. johnson & johnson and cemex. >> let me start with the last one first, speculative mexican play. i have to tell you, mexico, i have been trying to find ways to play mexico and i don't like the eww. that's an interesting way to do. aerospace, boeing, j&j, it's a large part of my charitable trust. mcdonald's, no on phillip morris. i didn't like that quarter. replace it with a diversified industrial company like g.e. you have a restaurant chain, tobacco, i don't like that one. aerospace. drug and cement. good choices, but the pmi, a lot of people got hurt by that because it's a new negative view for me. i have liked it for ages. i no longer do. stick with cramer. >>> mad about "mad money"? immerse yourself into cramers world, while you watch the show with zeebox. on your phone, tablet or on the web, get sneak peeks, go behind the scenes. and join the conversation. download the free app today for the ultimate cramerican advent