next week, keep an eye on j & j, honeywell, and 3m for weakness. and we'll all listen to apple, we'll all have our views and i'll come tell you the next day. "mad money" will be right back. >>> coming up -- rise and hampered. shaers of regional bank first horizon national took a beating today after reporting. but could this be your chance to make a deposit? cramer's checking in with the ceo next. >>> and later -- sweet speck? cramer's got a sweet tooth tonight and he's hungry for a scrumptious speck. chocolate sprinkles or covered in cream, could this stock make you salivate? stick around to find out. >>> plus -- prime pipeline? while the market welcomes new mlps this week, cramer's taking a look at one that's already serving up juicy returns. can he continue to pump in profits? jim's exclusive with the ceo of cross tex energy just ahead all coming up on "mad money." >>> have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com, or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. >>> is there a f

honeywell posted fourth-quarter earnings just above wall street's estimates. the company has been able to boost profit margins despite weak sales growth. honeywell's stock rose a bit to just over $68. but they're still up 17% in the past year. halliburton shares jumped 5%, making it among the best performers in the s&p 500. the company reported earnings that beat analysts' expectations, thanks to improving international markets. the stock closed at $39.72. that's a gain of almost 50% since june. shares of heavy duty vehicle maker oshkosh skyrocketed more than 18%. after the firm reported an unexpected jump in first quarter earnings. higher sales of fire trucks helped make up for slowing sales of military vehicles. shares of netflix streamed higher for a second day. the shares rose another 15%. today on top of a 42% boost yesterday. earlier this week, netflix shocked investors street with a surprise profit in its fourth quarter. there was also a pop in wall street's newest stock: bright horizons. it's a child care services provider it went public today and its

honeywell posted fourth-quarter earnings just above wall street's estimates. the company has been able to boost profit margins despite weak sales growth. honeywell's stock rose a bit to just over $68. but they're still up 17% in the past year. halliburton shares jumped 5%, making it among the best performers in the s&p 500. the company reported earnings that beat analysts' expectations, thanks to improving international markets. the stock closed at $39.72. that's a gain of almost 50% since june. shares of heavy duty vehicle maker oshkosh skyrocketed more than 18%. after the firm reported an unexpected jump in first quarter earnings. higher sales of fire trucks helped make up for slowing sales of military vehicles. shares of netflix streamed higher for a second day. the shares rose another 15%. today on top of a 42% boost yesterday. earlier this week, netflix shocked investors street with a surprise profit in its fourth quarter. there was also a pop in wall street's newest stock: bright horizons. it's a child care services provider it went public today and its

chairman and ceo of honeywell.> thank you. >> "six in sixty" with cramer is coming up next. at a dry cleaner, we replaced people with a machine. what? customers didn't like it. so why do banks do it? hello? hello?! if your bank doesn't let you talk to a real person 24/7, you need an ally. hello? ally bank. your money needs an ally. >>> "six in sixty" with jim op a monday. halliburton. >> north america is going to get better. hope springs eternal this spring. >> barclays. >> they said they make the number. >> what's up with waste management? >> they're saying credit suisse say it could convert to a trust. the company is doing well, not great. maybe this is the start of something big. >> joseph a. banks. >> one of the things i love is uncertainty over the presidential election led to a decline in men's suit buying. >> merrill says buy timken. >> i had timken, they're saying it's okay. timken is a great steel company, more china than people realize. >> goldman, staples. >> staples has been a fantastic play. that stock

and it is never too late to let honeywell back in.ut here is what is really incredible about so many of the dow stocks right now versus where they were then. the last time we saw these levels we were riding high on the personal computer. the fablet and the smartphone have cut deeply into the businesses. at least in the case of intell and microsoft. they are and they have plenty of cash. hewlett-packard may not be as bad off as the decline would indicate. i don't know i like the stock but i think it is too low. since the 2007 top, the dow's added bank of america, cisco, chevron travelers and united health. none of these stocks can be considered expensive. bank of america, at least on a book value after the stock more than doubled last year. can i imagine if the stock added amazon, even as those earnings reported tonight were helped by larger than expected margins? there are no over priced but astounding performers in the average. but you want cheap? last time the dow visited these levels people were visiting the pharmaceutical companie

there is a look at honeywell right now. up fractionally right now. kimberly-clark, another name on the move after their quarterly reports. back to you. melissa: thank you so much. lori: eight straight days of gains. the last time that happened was back in november 2004. is the market due for a pullback or is there even more room to run? kevin, welcome back to the show. when they are talking about the stock market in my hair salon, it makes you think that this puppy has some room to run. what do you think? >> i think that is exactly right. i think we have improving fundamentals. at the same time, when you look at stocks, they are relatively cheap. you look at bond yields. they are very low. investors are looking at all this and putting it all together and moving into equities. particularly, since the risks about the fiscal cliff seem a little more remote, why not go into equities. especially when there is not a lot of compelling alternatives out there. lori: one argument would be that this is all the benefit created by the wealth effect. what else is

the best play in aerospace other than honeywell.e. >>> jerry in new york. >> caller: hi, jim. how are you? >> real good, how about you? >> caller: good, thanks. big booyah from is a osyosset, island. >> i love the island. can't wait until it gets warmer. >> caller: see you then. can you give me your thoughts for chenier energy. >> 17, 18. i want to make this point. a big run. >>> joe in massachusetts. joe. >> caller: yes. >> patriot booyah. >> caller: hi, jim. listen, i want to give you double big booyah. listen, i watch your show all the time. i watched you do an interview with opko health care. thank you for that interview i have 35% gain. would you think this is a sign that opko diagnostic is getting closer to approval? >> i think it's a sign that dr. frost brings in his company as i do. and i endorsed. took a lot the heat on twitter. i say the stock is going higher. don't chase, the stock was languishing and when it pulls back is when you want to pull the trigger. >>> joe in illini. >> caller: first time caller. i'm looking at c

united technologies, honeywell, all make a lot of sense. i bless the trade and the investment because it's a multiyear cycle. jake in new york. jake? jake? hit me! >> caller: jim cramer, how are you doing today? >> couldn't be better. how about you? >> caller: i'm doing pretty good. i'm calling about panera bread today. i hopped on the stock's bandwagon and i think it has fabulous growth potential. but in light of yesterday's news from chipotle that food costs are rising, do you think the growth is sustainable and whether this stock is a buy in 2013? >> let's distinguish that. chipotle was expensive stock. both are expensive on price per earrings basis but not on growth basis. paer in ra said repeatedly there's very little inflation pressure on their particular products. right now, both up a lot. but panera is less expensive with chipotle with a better growth path. so there you go. joey in florida. joey. >> caller: hey, jim. what are your thoughts on usac? it's been underperforming since going public. should i put my money in something like

to your morgan stanley clients, health care, companies like cardinal health, and industrials like honeywell, general motors what is the story there? >> well, for health care look, when you want to be a little defensive in the markets's natural for people to think about two sectors, health care and staples. we really like health care more than staples right now. we see that pretty clearly. health-care companies are beating estimates more, they have higher cash balances and you know they are much cheaper. they really never have been cheaper on forward earnings relative to staples so we really like that overweight health quarter underweight staples call. as for industrials you have a lot of high quality u.s. companies. some have the china exposure. others benefit from energy and infrastructure or improvement in housing so it seemed like there were fundamental reasons to be more optimistic on that group of stocks. >> susie: okay. well, we'll see how it goes this year. thanks for coming on the program. we've been speaking with adam pozen. >> susie: it's not easy being a retailer these days, espe

. >> quarterly earnings coming out from procter and gamble, microsoft, and honeywell. >> select comfort of the doubt. 13,00859. >> watching gas prices across the bay area and average price for a gallon of regular gas is currently $3.68. >> around the bay in san jose and oakland you are looking at prices that are run $3.59. and $3.58. >> this compares to the state average up $3.65. >> super bowl sunday is fast approaching we want to see your minders cry. we have thousands of photos would love to share them. we love showing the pets, the kids, the family. the little babies. that is a tiny helmet. >> send us your pictures breaking news at kron4.com or send them to a store our crop for face book page. we will share them on the air throughout the severnext several days. >> will continue to follow the niners on town of four will have the latest as we leave up to the superbowl. >> back at the shark tank after the lock out and there first homestand they had a two to one lead in the third period game. phoenix had a two to one lead in the third period. lauri lorpikoski shot get past goalie antii

whirlpool, honeywell, some names still hit highs today staying with the trend as well. day, another dollar. maybe not, check out family dollar, they're getting hammered after added to cigarettes and soft drinks actually hurt the margins in the last quarter thinking it would bring people in but in essence they were offering expensive products that hurt the margins so is the fall a buying opportunity for you? who will bring in somebody who knows all about the dollar nam names, he is a managing director and senior analyst. let's tackle family dollar first. they are struggling today, they have numbers out that indicated an attempt to broaden and figure out other ways to bring people in the stores hurt their margin. what was their biggest mistake? >> i don't think i would characterize it as a mistake that brought more consumable items in the store, more food, health and beauty items, tobacco products, under the assumption it would drive a lot more store traffic and that has been successful for dollar general which is essentially the market leader. they are not getting enough

right now jci trades at 12.5% discount to other companies we know and love like eaton, honeywell.ast on an enterprise basis. how much more could johnson controls be worth if it is break broken up? based on 2013 numbers it turns out the sum of the parts is equal to where the stock is now. why do i believe the company should break up? using 2013 numbers is the wrong way to do the analysis. [ buzzer ] >> one of the key reasons for why johnson controls should be split up has to do with how each of the resulting companies would be valued. for example the building efficiency division with heating ventilation and air conditioning is known as a late cycle business. this means as the economy starts to pick up speed and we see more construction activity -- sound familiar? this business will earn more money. in other words if you value the hvac business on the out years, what it could earn in 2015 or 16 it's worth more than if you value it based on this year's numbers. if it were an independent company the people who would be buying it would be more like ohly to value the stock based on the

the honeywell chairman dave cody is a republican, but told "the new york times" today that the whole idea of using the debt ceiling, i'll do this horrible thing to all of us if you don't give in doesn't make sense for anybody. it is not a smart way to run the country. the white house is betting that most americans see it that way, too. and i think they're probably right. but a key part of it will play out in congress. and joining me now is congressman welch, thank you for joining us. >> thank you. >> now, you are introducing two resolutions on the debt limit. could you quickly walk me through what they are? >> well, there is two, number one, the congress should have an up or down vote on a clean debt ceiling increase so that the american people can hold us accountable if we're not going to be willing to pay our bills, number one, number two -- >> and by cleaning, spending and other things? >> it doesn't include negotiations this way or that way, if we owe the money we pay our bills. and it is not a tactic to work your will in a tough taxing and spending negotiation. but the second on

however, consider when honeywell reported on friday, the u.s. is starting to grow in low single digits. europe's stabilizing. and china ease growing at 10%. how can we not simply dismiss c.a.t.'s guidance as conservative and buy the stock? and that's what people do. here's the bottom line, you can read through the positive headlines about retail investors coming back, you can play the knee-jerk contrarian game. oh, so they're back, it must be bad. or you can look at the bigger picture. an evolution of an important republican to stop the economic uncertainty. the possibility of immigration reform. producing millions of more home buyers. and our country's remarkable oil and gas reserves so abundant that we burn off a huge amount of them and conclude that maybe just maybe we should be taking out the old highs because the news is worthy of a gigantic advance. one that's only just beginning. how about eric in virginia. eric? >> caller: hey, big deepwater boo-yah to ya. >> you wouldn't be eric cantor, would you? >> caller: no, unfortunately. i like to

the honeywell chairman dave cody is a republican, but told "the new york times" today that the whole idea of using the debt ceiling, i'll do this horrible thing to all of us if you don't give in doesn't make sense for anybody. it is not a smart way to run the country. the white house is betting that most americans see it that way, too. and i think they're probably right. but a key part of it will play out in congress. and joining me now is congressman welch, thank you for joining us. >> thank you. >> now, you are introducing two resolutions on the debt limit. could you quickly walk me through what they are? >> well, there is two, number one, the congress should have an up or down vote on a clean debt ceiling increase so that the american people can hold us accountable if we're not going to be willing to pay our bills, number one, number two -- >> and by cleaning, spending and other things? >> it doesn't include negotiations this way or that way, if we owe the money we pay our bills. and it is not a tactic to work your will in a tough taxing and spending negotiation. but the second on

tell us about this bright horsage honeywell computer. >> this was put out by neiman marcus, who puts out the fancy christmas list. this was the gag item, or the kind of crazy gift for that year, 1969. >> so there's presumably women at home dying for this. so how many people purchased one of these? >> no one purchased one of these. >> why not >> well, part of the reason is was really expensive, it was $10,600, which in 1969 was the better part of a house. so you really have to want those recipes to buy one. >> so tell us how it works. >> well, it worked by entering your data, which could be carrots, broccoli, let he us, whatever, one character at a time, so the c in carrots has to be entered in using 8 switches, and then push a button load the letter c, and go through a, r, and so on. you could spend two hours just entering your raw ingredients, and then logical give you an answer -- and then it will give you an answer back in the form of illuminated lights on the cover of the machine, so again you have to decode it one character at a time, so you can see it has no practical purpose,

don't forget dave cote's honeywell, which makes smart cockpits.rvation, the stock has been a rocket ship. and i feel like without a real pullback you will have top ticked this screaming monster. my second theme tonight, yeah, i'm going all in with china. we learned that china's turning on the jets here. claus, who has been to china many times, knows his markets and political science, has told us china was way too restrictive in the monetary policy, that somehow the communist party got caught up on worrying about inflation, not worrying about growth. come on, mao, be like mao for heaven's sake. i think they're still going with the techs, though. that's over. klaus is confident that when the government unveils the plan for growth in february, they're going to dazzle, from a disappointing 8% to a stunning 11%. there's plenty to like if china gets hot in here, and taking off all its clothes, that's ray lewis. you can buy joy global. the chinese are addicted to coal and we know electric usage have gotten stronger and stronger as the year's gone on. got

honeywell delivered one more fine quarter today. dave cody my next-door neighbor.y has money. anyway, wild one ahead from after the close. qualcomm rooney mcfadden, man. this is a company that is uniquely levered and linked to am but not really because it's in every single smartphone whether to be like samsung or those guys in nokia that just slashed the dividend. and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growt

dow transport, risk on, honeywell, united technologies, all on the strong side. the regional banks had the earnings fifth third, pnc, huntington and a new high for fifth third. back to you. >> bob, thank you so much. financial stocks, of course, leading this market again this year. wells fargo climbing nearly 3% this month alone, after rising better than 20% in 2012. wells fargo chairman, president and ceo is john stumpf who joins me now in a rare and exclusive broadcast interview. welcome to the "closing bell," john. >> thank you. nice to be here. >> thank you so much for joining us. i want to talk first about the broad environment, what you're seeing, because we talk so much here about the challenges as a result of washington and this slowing growth story for the economy. what are you seeing? >> well, 2012 was the year housing really made its statement at its back. it's not back to where it was, but surely we can now say housing has turned the corner so that's a good thing for the economy. when housing does well, everything else seems to do well. quite a multip

honeywell next week. pg&e. you have microsoft, starbucks, monster names. >> i feel like i'm in a restaurant and you just read the specials. could you go through those again? here is the deal. let me tell you about earnings season. so far it's been good. not a lot of companies reporting. about 10% but generally the bar set very, very low. and they've surpassed and surpassed on guidance. that is a positive thing. let me tell you forget the earnings for a second. here is the trade. here is what you got to do. get rid of your defensive holdings. time to play offense and put on risk. to me i like verizon, like the story, expect a good quarter but that is not where you're going to make money. >> now is the time for beta. >> big beta big boy. >> all right. a different restaurant. >> all right. portions are much different. >> yeah. >> you have your eye on nsc why? >> i think what you are really finding out here is, is the china story really playing out from our aspect? are we seeing the shipments going across when you

objection an three dow components and microsoft and how its surface tablet fared during the holidays and honeywell and procter & gamble. wall street is expecting 111 per share from pmd's bob mcdonald in the face of activist pressure on him and the company's board, maria. that's what's on tap for next week. >> great week, big week. kayla, thanks so much. financials were certainly stars this week when it comes to earnings, but technology will take center stage next week. where will the drivers be of this market, and will they hurt or help stock? we have david perl and rob lutz of capital money management. good to see you, gentlemen. thanks so much for joining us. >> great to be with you. david, you say apple and google will be the key ones next week. break it down for us. why those two and what are you expecting? >> well, the markets discounted apple over the last three months as if their revenue growth is going to the single digits. it's not. clearly the rate of growth is slowed but they are going to sell a record number of iphones, and their growth rate, while seasonably will be low in the first q

. >> you know, ty, i'm looking at a quote from the chairman of honeywell.e also happens to be a republican and he was the member, a member, of the 2010 simpson bowls fiscal commission and he is pushing back allowing the united states to go into default and not increasing debt limit by saying quote you don't put the full faith and credit of the united states finances at risk. the whole idea of using the debt ceiling that way or saying i'll do this horrible thing to all of us unless you give in, just doesn't make any sense to anybody. he continues, he said it makes him very nervous. it is not a smart way it run the country. this man is head of the major corporation in the united states, ty. i wonder whether or not we aren't going to see that pa rafd ceos once again marching on washington. nrs. >> i think they will and i think most of them with line up along wi

look at honeywell, they own the cockpit. >> it's amazing the run these guys have had./2 points off of its record high. this is a group that has seen massive gains. in the context of boeing, boeing is just a few dollars, or had been before these problems were revealed this week, off of new highs for the year. and so the context is you take profits here on a strong gainer. >> i was talking to david, who is always skeptical by what i say, i would hope to say antiseptical by monday, i hope -- >> i just have a little stuffy nose. you're running away from me like i'm typhoid mary. i've had my flu shot. >> i've only had one. >> whooping cough is making a big comeback. >> pertussis. >> come here, jim. >> no, we'll pass on that attractive opportunity. what i think is really interesting is japan is rearming. they're ordering rake yon systems. i think germany is going to have to rearm. i don't mean world war ii. we're pulling back. i bet you we take our soldiers out of japan and germany in the next four years. it costs too much money. these countries are buyers of our hardware. >

. >> how about dave cote, ceo of honeywell. why him? leader of the debt reduction talks. >> didn't he go on sunday talk shows and say i'm not hiring, i'm holding my money to see if the guys washington can get it together? >> you're right. and they will get it together and we'll see if he hires or moves over to washington. >> are you bullish or bear? >> these trends are so powerful. oil and gas, so powerful. second half of the year, don't miss it. >> jim cramer, aalways good to see you. you can catch "mad money" weeknights 6:00 and 11:00 eastern on cnbc. savannah? >> thank you. >>> what are the big health headlines and developments in the medical world we can expect? dr. nancy snyderman is nbc's chief medical editor. happy new year. >> happy new year to you, too. >> let's start with the flu. >> sure. >> we've seen already a bad season. >> bad fall, bad winter. unnaturally warm on the east coast. people still have their windows open which means they're not crowding as much. an uptick in many states. i expect the flu season to get worse. h

visa, mastercard, oshkosh, honeywell and citigroup at new highs today. melissa and lori, back to you. lori: thank you, nicole. the first day of trading for the new year was a record-breaker. the dow had its best first day of trading ever. first day of the year of course. the s&p and nasdaq saw their largest gains since late 2007 ven. russell closed at all him highest all-time high, up 24 points. will we hold onto the gains or vaep rate over time as we're hit with the debt limit debate? that is next on the agenda for con vest -- congress. we have christine short. great to have you back. i've been asking a lot of folks. when can investors focus on the fundamentals of the market and tune out washington at least for a while? >> like you said, after the rally it was collective sigh of relief from investors who welcomed any deal, congress came to any conclusion even if it wasn't the 11th hour. i think that will evaporate as we look to the horizon. there are concerns ahead. in february we have the debt ceiling debate. we still have issues coming up ahead. lori:

we'll hear from procter & gamble, halliburton, honeywell and kimberly-clark.pointed higher, too. they have been on a several day multi day trading session win streak. jeff motor mer is director of investment strategy of bank of new york melon management. i think i got that all in. ross westgate, of course, our market specialist out in davos this morning. they're both joining me now. jeff, first to you. we've seen what a six, seven-day win streak for the s&p 500. some mervusness building about these levels. what's your tape? >> 1500 is clearly a psychological level. these numbers are important, but in a lot of times an excuse to take some profits and look at where they are. i think some of that happened yesterday. i think they'll take another run at it today. a lot of times you have to try these levels a number of times before you can break through them. markets tend to break through these numbers when no one is looking. i think it's a fairly healthy move here. we'll take another run and see what happens. even yesterday without apple, the largest constituent in

wall street will closely watch earnings from honeywell and proctor & gamble.rbucks shares rise 2g% after the company posted earnings in line with estimates. >>> many americans missing out on billions of dollars in forgotten cash. the government and other organizations are holding -- get this -- $58 billion in unclaimed cash and benefits. from abandoned stock accounts, bank accounts, safe deposit boxes, unclaimed life insurance payouts, forgotten pension benefits. states try to find the owner through websites, even booths through state fairs. a lot of money is sitting in the states. every year, funds left in state coffers unclaimed. >> i will watch over that. >> one thing for families, talk to your grandparents and parents about what they have safe deposit boxes. >> i can tell you from personal experience that someone gets ill and all of a sudden you are doing detective work to track down. >> the $58 billion they left behind. the medicine they are taking, where the bank accounts are, and all of it -- do it early. >> dear honey, this is what i have and where it

, i'm focused on the budget issue, too, but when a guy like dave cody takes a lot of time out of honeywell, working 18 hours a day, three hours in to the government to say listen the trillions we owe are bad. when you start going after guys like that in the press, why bother? why have anyone spend anytime? i think he would have been a great treasury secretary. he's a republican. this man is not a republican. >> most definitely not. and of course that is the question as to whether there's really going to be an impetus to actually cut spending. >> from a very liberal man. >> many would agree we need to do. >> in the clinton white house, what was he like? because clinton was remarkable in terms of -- remember, this is when we got the budget solved and our country was ascended. >> all those capital gains taxes that we had during that incredible run up, that was nice. >> that was great. we were very physical skally conservative country under bb rubin. >> we were. one can only hope or imagine or perhaps dream. >> that's why i thought, look, i think you're right, the characterization of the book,