big money is being moved around from the likes of pepsico to some real industry powerhouses.eep that in mind whenever you find your -- more "mad money", making money off marijuana used to require a certain flexibility when it comes to being within the law. not anymore. >>> plus it's the answer everyone is looking for. what's next for oil? i may have found the clue that reveals the next move. first, you saw calvin klein when we took you to the store last weekend? i'll find out if the stock behind the bran is on sale after earnings, so why don't you stick with cramer. >>> after the close, we got some results. you know as calvin the company just reported, and delivered an eight-cents earning beat, revenues that came in a bit light, substantially better than expected gross margins. while the company's north american business was solid, they hadsh boll calvin live and tommy hilfiger gown. heart of it was the strong dollar, and partly because they see the holiday selling season being way more competitive than they expected. >>> let's check in with manny about the company as prospec

i will endorse buying pepsico. i think it is a good idea. coconut profits? there are ingredients for the rally. when you mix it up, the recipe comes in just in time to save 2014, with this bull cake that i am making on "mad money" tonight. i am calling them out, helping you keep your cash secure. the biotech 10% off the ties i think you should buy now. >>> plus, i have to tell you, i am trying to make, if you saw what i'm trying to make, you would have a better idea. i know i can do it. this is ultimately what my product looks like. look familiar? find out how this massive cookie could change everything you think about food. i got to make two of them. yes. people say there's only one cramer. no. coming right up. stick with cramer. >>> there's too much hand ringing about what the fed chief wants to do. she's going to take rates higher. not with giant bond sales from huge inventory is what i prefer, but raising short term rates, but probably not until april at the earliest. critics want her to raise rates right now. right now to raise them. here is my problem.

worth 90 bucks call it 90 or coca-cola's worth 40, so therefore pepsico's $50 more than coca-cola.ple's not worth less thafr a seven for one split is it? so let's go over what a stock price really means. here's the simple algebra. the share price, also known as the p as in the p/e ratio, short for how we value stocks, the p equals the e times what's known as the multiple, or em. e times m equals p. we're trying to solve for m. what we're going to pay for the earnings stream. what's the multiple we're going to pay? the price to earnings multiple is the key. it tells us what investors are willing to fork over for a company's future earnings. and the most important determiner of that multiple the vital ingredient that has the most effect on the size of the valuation special sauce is -- ♪ the company's growth rate, which is why i'm constantly talking about growth of sales and earnings. will pay a bigger price teernings multiple for businesses with faster growth because that growth means the earnings will get larger and larger in the years ahead. often you hear guests say this stock is

when steve ran pepsico, i called him and asked for advice. american express, i called recently to ask them about a couple of things. >> what do you ask them? >> leading change is the topic. >> it is the broad question rather than specific is this problems. >> right. we probably know the retail business as well as anyone, but from a leadership point of view, i am learning a lot. your your age and experience, what are the qualities and experiences that you think are important for you to take this company into a period of transformation? it is of the internet, because the fact that countries around the world -- because of the internet, because the fact that countries around the world have an emerging middle class with the demand for the products that you sell? think, in my role, and with the leadership team that i work with, we need to have a vision. where are we trying to go and why are we trying to get their? -- there? >i think our vision has evolved and is becoming clearer. >> tommy what that is. -- tell me it what that is. >> there are thing

it's possible though the soft good plays like proctors and pepsicos, coca-colas. >> you were saying beforehow, you don't maybe need to be in kellogg at this point. >> no. kellogg has been a company floating up here mostly because of buybacks and dividends. if i'm going to get a higher return in the bond market eventually, why do i need to be in kellogg? they're not growing. there should be a shift. you have to watch the high quality companies like a proctor to see if that doesn't start going down. it doesn't make sense to own proctor in this environment. i really like the company. >> we talked about this potential environment for quite some time. feels like we had this conversation many times to have to revisit it again and again. >> senator cruz shut down the government. this will be, we'll start hearing -- that was the last good number. there's been a push me/pull you. i'm not being dire. i'm saying the rotation will continue. rotation out of these companies. i'm going to pick on a company i like very much. clorox. it's terrific. how clorox is selling at a huge market multiple versus app

. >> even today pepsico put a statement how eager they are to get over there.nk about american businesses if they open the doors wide. there will be a ton of pressure to make that happen. >> you know the fear anybody who cares about the cuban people the last thing they need is a taco bell or a lowe's. >> toilet paper. toothbrushes. >> it's one big idea and all sort of comes together and you wonder are we about to get in there and ruin that place? >> they have been held back for a long time. they need more stuff and basic stuff certainly. be interesting to see how quickly that gets developed. my big question that becomes tourism destination one. >> is the dow loving this. the dow was up 300 points. >> no, sir. it's the federal reserve. federal reserve saying it's santa claus all over again. >> keeping rates at nothing. >> yeah. we're staying right there. janet yellen, santa claus, same person. >> we'll follow them for the rest of the afternoon. how did this play long term? i don't know. can you help me up? [ snow intensifies ] [ sleighbells ring in the distance

. >> i will say that the fact that pepsico and marriott wants to do business in cuba, it can have a sway in the congress. >> the chamber of commerce is for this. >> that's a little less cheese. robert gibbs and michael crowley, thank you. >>> also big news on the environmental front. a fight years in the making has come to an end. i will tell you what it is coming up next. [ male announcer ] are you so stuffed up, you feel like you're underwater? try zyrtec-d® to powerfully clear your blocked nose and relieve your other allergy symptoms... so you can breathe easier all day. zyrtec-d®. find it at the pharmacy counter. zyrtec-d®. take aand... exhale...in... aflac! and a gentle wavelike motion... ahhh-ahhhhhh. liberate your spine... ahhh-ahhhhhh...aflac! and reach, toes blossoming... not that great at yoga. yeah, but when i slipped a disk he paid my claim in just four days. ahh! four days? yep. see why speed matters, at aflac.com. alright, so this tylenol arthritis lasts 8 hours, but aleve can last 12 hours... and aleve is proven to work better on pain than tylenol arthritis. so why am i st

my next guest is the former ceo of apple as well as former president of pepsico and author of "moonshot! game-changing strategies to build billion-dollar businesses." john skulley is with us. good to see you. thank you so much for joining us. >> thank you, maria. >> i want to kick it off with what we're going through in terms of hacking and the vulnerability of the internet and our private information. how should we look at what the north koreans have done and try to protect ourselves? >> well, let me talk about it from a technology standpoint, because there really is a game change in technology that is available. the military knows about it, the government knows about it. and what we've had up until now, which are so vulnerability, is that we've focused our technology around the user and around the network. it's like securing the vault and not the cash inside. and so, if you think about the real future is going to be about securing the data. well, how do you do that? there's something called bit splitting, and bit splitting is kind of like what fracking has been for the oil and gas ind