Today the dow dropped, and the nasdaq edged down. 04 what does it mean to fit the profile . The company has to be a direct beneficiary of new tax law and it needs to come from a cohert under loved by wall street in order to garner support from todays portfolio. What stocks meet that criteria the craziest ones, thats what let me give you a classic example of crazy consider the stock of newcorp, the steel maker. Newcorp has been tough to handle in 2017 rising 27 for the year, far behind the averages and spending well below that level because the company has performed at a less than optimal rate weve been advising members. It could be a rocky road basically you had to hold your nose and buy it because it will eventually come back in favor of the wall street fashion show last thursday before the open, newcorp gave you an update on its Fourth Quarter telling you it was going to earn between 50 and 55 cents a share now, mind you, newcorp had already forecasted the report slightly down numbers from its previous quarter this would be the announcement that marked the third consecutive quarter that newcorps lowered estimates. Can you imagine any tech or Pharmaceutical Company doing that without seeing its stock cut in half . What happened to this stock of newcorp . It went down a wee little just a wee little bit. The shocking thing, though, is that it lasted for the blink of an eye even if you squint, you would have a hard time seeing on the chart. Get this, today newcorp stock actually traded above where it was before the preannouncement less than a week why . Because it fits the profile of what the big buyers in this market now want. Thats why yep. Its a company that can do much better if the economy accelerates. It pays 31 effective tax rate and stands to make a lot more money under the new law and newcorp should benefit from the president s trade policy, namely forcing the chinese to stop dumping steel here the Commerce Department could crack down on china as soon as next month newcorp, the company couldnt shoot straight it completely disappointed earnings has gone from hated to loved in just one weeks time after a preannouncement. Textbook example, high quality cyclical that hasnt moved up dramatically stock could go from 63 to 70 what else fits the profile how about the stock of Federal Express . Fedex management said they raised the forecast substantially, well above what wall street is currently looking for, when the tax bill becomes law. It just did. Unlike newcorp, fedex is doing incredibly well. The company also made it clear that business will get even better under the new tax regime. Not only that but they also will buy a lot more plant and equipment as these large purchases on capital get much more favorable under the tax code i bet they buy a bevie of planes and take advantage of the tax breaks one more reason to buy boeing. People are worried about how amazons delivery plans could impact fedex on the Conference Call the Company Revealed even their largest customer accounts 3 of sales. Fedex does well under the tax bill and benefits from a better Global Economy a total winner no wonder it rallied to an alltime high. Do you know who else fits the profile . Get this the banks. Used to be worse you could pick any of them you want to. Theyre all pretty cheap anyway. Im partial to citi group, gradual rising shortterm Interest Rates plus longer rates are going up lately. What it pays you and your deposits and the much higher amount they charge for loans beyond that, a little noticed change in the tax law has created an anomaly where its cheaper for international industrials to borrow money oversees and deduct gains in those countries rather than deduct the interest here do you know what people will Start Talking about this i know theyre not yet its something i discovered. Its terrific for banks with worldwide tentacles. Goldman sachs, which can act as International Bank agents for domestic borrowers who want to take advantage for the better tax schemes overseas when it comes to debt. I bet somebody upgrades Goldman Sachs tomorrow wouldnt shock me. The whole Banking Group are about to rise substantially. Theyre all cheap versus the rest of the market anyway. No wonder the stocks just wont quit what doesnt fit the profile whats being sold . Sell, sell, sell. I would argue Big International techs, alphabet or amazon may have billions of dollars overseas that could be repatriated but theyll stay overseas because thats where they need. They want cyclicals that are going down much larger year over year erchings gain alphabet, amazon and fellow fang travelers arent losers to the new tax regime i wouldnt sell but theyre far from the biggest winners how about those big global drug stocks they dont fit the profile theyre being beaten down left and right because they have a lot of International Exposure which means they dont benefit as much from the domestic tax bill then a company like san teen, which is all domestic. Highest tax rate you can have. The companies will get a huge earnings boost next year buy, buy, buy. Some insist that these gains are baked into the stock market. They want to tell you its too late to buy many of the winners. I think theyre wrong. I think theyre very wrong [ buzzer ] second the Global Economy is doing much better than it was not that long go ago big industrials will support upside surprises with fabulous guidance and who know what is theyll do with the tax cut. Winners arent particularly loved here sure, boeing stock is flying high wall street has totally fallen for caterpillar. I took a good look at a Great American industrial. Emerson. After i saw this very morning that orders were up 20 . Its already a 52week high. I know i know. I know when i look at how analysts are positioned, theres seven buys but 14 holds what happens when those holds upgrade to buys . Which is what i expect almost immediately because emersons earnings estimates are way too low. I bet the stock goes higher, raising numbers emr by the stock. You may feel like you missed it. Im not going to say that you havent let a bunch of trains go by theyve left the station without you, tech trains nonetheless the bottom line is that there are plenty of other stocks that fit the profile and theyre ready to make another. And i think maybe substantial move even here i think theyre still worth buying zach in pennsylvania caller yes, jim. How are you . Im good, zach. You know what happens when we play the Oakland Raiders next week caller were going to beat them so bad. I took a chance that the guy wasnt from steeler country. Caller im from philly. Good deal, man. Caller absolutely. Go ahead. I saw your segment on columbia im a big fan of duluth. Wanted your opinion on Duluth Trading Company with all the stores opening. Ease kal here look at the commercials. Theyre terrific, the apparel is great. Stay way from the stock. Ragu, my home state. Caller jim, happy holidays. Same to you. Hey, jim, a question regarding this stock i bought last year for 30. Right now its close to 54 should i hold or sell . I know it looks cheap but i dont like the insulin space i always worry about some sort of price controls. Stay way from that one bill in new york caller hi, jim, happy holidays to you your staff and your family. Thank you the same caller thank you for the great advice you give. I would appreciate your short term and long term view on mtm. A lot of people going there for a long time. The stock looks like its down and its not trading as well as mariot or southwest air. It makes sense over the long term it is entertaining, experiencial and fantastic on instagram you may have missed a lot of the move but plenty of stocks hit the profile to go higher is it time to get bullish on the stock or could unknowns continue to plague the company then what happens when an activist investor makes a mistake . Ill tell you why elliotts management involvement with hess could provide a case study with a happy ending. Improving Global Economy provide a lift to travel stocks . Under the radar, playing the space when i turn in tonights homework stick with cramer. I think that shes a very nice girl. You never got the brakes looked at . Oh yeah. No. At cognizant, were helping todays leading manufacturers make things that think and do automatically. Imagine that, a world of new Digital Products and services all working together for you. Can i borrow the car when its back . Get ready, because were helping leading companies see it and see it throughwith digital. Were drowning in information. Where, in all of this, is the stuff that matters . The stakes are so high, your finances, your future. How do you solve this . You dont. You partner with a firm that advises governments and the fortune 500, and, can deliver insight person to person, on what matters to you. Morgan stanley. You can tell when wall street is champing at the bit. Buy buy buy. Take zbh, zimer biomet. Sell implants, hips, knees, you name it. They bought them to a great deal of fanfare yet time and again fail ed failed to make their promises quarter after quarter. Zimers ceo announced sudden departure in july, the stock caught a nice bounce with dvorak gone, they were saying it was ripe for a turn around i told you it was too soon to pound the table. In part because they hadnt put in a permanent ceo to fill his shoes yet this kind of omeback takes time good thing we didnt jump on the band wagon the last five months, zimer stock has continued to fall. Almost entirely as a result of two fairly ugly quarters you can see how badly people wanted to believe the stock would get slammed and then start creeping higher again with analyst after analyst. And then the next bad quarter would come out and it would go right back down. Finally yesterday morning, they named a permanent ceo, brian hanson, veteran of medtronic and the response was as bullish as it was dramatic a third analyst named zimer her top pick for 2018. Stock surged nearly 7 or 6 yesterday. House of pleasure. Biomet, zimer, are they right about the timing i said i wanted to wait to pound the table until we knew who the new ceo would be now we know. Does that mean its time to buy or are there other things you need to take into consideration before you pull the trigger . Firts, turn arounds do not happen overnight when the Company Reported th end of july, headline numbers werent terrible guidance for next quarter was very disappointing zimer slashed his fouryear sales. Dont take my word for it. Just listen to zimers chief Financial Officer who, at time, would serve as ceo he told us on the call, quote, sales quota fell short due in part to production delays and slower than projected sales recapture from previously affected captures in the united states, end quote. This is exactly the kind of bungled execution that plagued zimer. The stock immediately plummeted 13 on the news. We were about to get the first full quarter without dvorak at the helm again, zimmer disappointed, a small top and bottom line miss even after the global guidance from the previous quarter works. Imagine forecast for the following quarter were much lower than wall street was expecting. And yet again, management cut their full year guidance it was like these guys couldnt catch a break. Problem this time around going back to the well here. Quote, top line results remained the chag challenge due to the pace of supply key brands as well as soft Market Conditions and slower than anticipated sales recapture, particularly in the united states. I mean, this is supposed to be one of these Health Care Companies that it doesnt matter how the economy does holy cow it seems theyve been struggling for ages and never can get it right. Still its important to point out that analysts and investors are trying to fight the decline ever since dvorak stepped down it didnt take time for the stock to start catch iing upgrades i understand why zimmers problem should be temporary. Once thats sorted out it will be a much better story ton of excitement about a new ceo coming in even before we knew who he was. Then we find out that brian hanson is getting the job this is a great hire. Stock surged from 114 to 121, single session goldman upgraded the stock from sell to neutral, arguing that things are looking up but will still take time. Right off the bat in order to start a lower bar for themselves makes sense to do. Zimmer sells and they see the stock narrowing the gap. That makes a lot of sense to me. Deutsch bank raised the price target people have wanted to love zimmer for months and now finally have a reason to do so im very positive on hansons appointment. After medtronic bought qvidian, he oversaw, as the bio integration has been by far their problem, plagued them the whole way. Some people might be thinking its just Zimmer Biomet is putting itself up to sale, perhaps to medtronic still a major position and never been shy and pushing for a sale. Ask the guys that used to run whole foods. You know what i mean but this is the biggest of buts, youre going to have to be patient. Do not expect fabulous results the next time the company reports. Potentially lowering the bar even more. Here is the bottom line. I believe zimer can, at last, turn itself around with this gentleman, hanson, at the helm you may want to wait for the company to report in six weeks if hanson under promises, the stock will like ly sell off again. This could be the last bad quarter and the stock will jump, be my guest. As this is, by far, the cheapest stock in the group because of all the things that have gone wrong. Problem is, remember, it could get cheaper still when we see the quarter. So leave a little room to back up the truck much more mad money ahead. With rumors that elliott management, looking at performance. Then good news if the dog ate your homework. I did it for you and i think i can make you some money. How my Holiday Shopping clue could tell you what to do with the stock of stick with cramer their experience is coveted. Their leadership is instinctive. Theyre experts in things you havent heard of researchers of technologies that one day, you will. Some call them the best of the best. Some call them veterans. We call them our team. Almost everyone and their brother have given up on it. You have to wonder, you have to wonder whether we finally reached a bottom we have sonk ronnized Global Growth while the saudis have exercised a level discipline very few people expected while its true america is producing far more oil than people expected at these prices, projections have dropped in the proverbial opec bucket plus while most of the world has turned on fossil fuels our president has embraced them. What do you do if west texas crude, which has been in the high 50s of late, actually finally breaks out the 60 . Considering how many investors have given up on this group entirely, i think you need something more than just hoping for rising oil prices. Even if you expect the world and the rest of america. I think you need what we call in the business a catalyst, a spur. Maybe you should be thinking about buying the stock of hess its got someone saber rattling for the drchlt eo to go and the company to put itself up for sale elliott partners, activist fund run by the brilliant paul singer, who made fortunes for its investors. Roughly a year ago we gave these guys a hard time for their earlier involvement with hess. They built a big position with the company. In retrospect, it was a bad call hey, in the immortal words of some like it hot nobodys perfect. Still, elliott has been biding their time, waiting and waiting for management to get its act together to turn things around why did they decide suddenly to mount another activist campaign after all these years . Simple hess has been a dog. The stock is now 34 elliott wants to put the company up for sale. Some of the parts could be north of 70 a share why is it all undervalued . Whats the company doing over there . Every time hess has reported this year, even when the headline numbers look okay, theres been a negative catalyst thats ended up disappointing people [ crying ] theres been plenty of short falls. Last time they reported in october they delivered a big revenue beating but Capital Expenditures managed to convert that into a miss and their stock got hit yet again. Now, hess has made some big asset sales this year. Selling its premium base to accidental for 600 million. In october their holdings in norway for 2 billion and an agreement to sell their fields in denmark next year the company has raised a ton of cash plus in april they spun off their pipeline business. And they started cut costs, albeit not as aggressive as it should some of the cash its raised to pay down debt. Buy backs. Now a pure play expedition and Production Company they got rid of those gas stations, with valuable assets in malaysia, gulf of mexico, balkan shale this east guana holdings could be 6 billion. But the company has major issues in the balkan shale theres a general sense theyre operating poorly they bought these assets from a guy named mr. Balkan pretty early. More importantly, investors have gotten frustrated its taken these guys so long to get things going. Theres a larger scale problem its assets are too disparate, scattered all over the world and thats why elliott has decided to go public with its concerns again what do they want . More asset Sales Companies malaysia holdings, more buy backs and they want hess, here is an odd one, to cut the dividend n part because ceo, john hess lets call it an undeserving bonus for him. Maybe thats not the best use of capital. Finally, elliott so unhappy with management that they would like to see a full sale or maybe, yes, the whole company at least the outright firing of hess they believe management has lost all credibility because of its overall strategy when management says just wait for guana to come online in 2020, nobody believes it the whole is worth less than the sum of the parts thats which i like this stock hess is at 34 now when you look what those assets could be worth as part of a sale you could easily get to a much higher price. Thats how poorly run this company is if they just sold everything to someone, you could almost double in value will john hess take it seriously . Elliott may want a relentless proxy fight of the kind theyre so good at and that you dont want to be part of at least if youre management. At work, it could. Elliott won three board seats the last time and two of those directors are still in place beyond that they forced the company no not make other companies with money and gas and investors would be on their side given what i just described as the stocks terrible performance. If elliott gets its with a, hess stock could go much higher i dont think theres much downside left given the recent rebound oil and stocks the next three days put on a small position. Foolishly try to fight off the activists rather than surrendering to their demands. Patrick in arizona patrick caller hi, jim the question is about morgan ive taken most of my losses on oil stock bus not tinder down about 58 . Do i take my losses and reinvest or stay with it longer im not a fan of this company. If you wanted to be in a pipeline company, i tell club members mmp, which is magellan mid stream partners, all oil, 5. 25 yield. Much, much better buy. Vic in kentucky. Victory. Big booyah from kentucky. What can i help you with . I would cut your position in half if you own some ring the register. Too speculative for me how about tim in maryland . Tim . Caller hey, jim, can you hear me . You bet sound great. Whats up . Zwlk i had a question on nrg is there a buy, sell were too late. Its up 120 time to find another cut in, leonard d or a p you need more than just that kind of rally on the stocks. You need a catalyst. And hess has a real spur i think it will be upside ahead. Much more money ahead. Cisco, samsung and lg electronics. Then when it comes to apple im explaining why the bears should not be allowed to have it both ways rapid fire in tonights edition of the lightning round stick with cramer. Trust 1 doctor recommended dulcolax. Use dulcolax tablets for gentle dependable relief. Suppositories for relief in minutes. And dulcoease for comfortable relief of hard stools. Dulcolax. Designed for dependable relief. Let out your inner child at the lexus december to remember sales event. Lease the 2017 rx 350 for 399 a month for 36 months. Experience amazing at your lexus dealer. Trust 1 doctor recommended dulcolax. Use dulcolax tablets for gentle dependable relief. Suppositories for relief in minutes. And dulcoease for comfortable relief of hard stools. Dulcolax. Designed for dependable relief. I always do the homework and circle back to it at a later date thats what this is all about, answering your questions and telling you what you need to know in order to become a better investor with that in mind, lets do some homework for some calls i didnt really know. First up on halloween, a call from sal in new york who was asking about a Company CalledSmart Global Holdings, sgh could be anything. Turns out to be a Semi Conductor company. Its been a huge winner, up 188 from the ipo price all sorts of end markets sounds like mu that stock should have been up more lets talk about this phenomenal run since the ipo. Smart has been riding high thanks to the strength in Semi Conductors and the strength in brazil, a burgeoning chip making industry and comes from more than half the company sales. Thats allowed smart to enter we recently have seen some things that give us pause about this company for starters smart held a second offering late last month that pushed the stock down. This is about allowing silver lake to register the deal didnt price well and the stock got slammed. In other words, it was sloppily priced and it drove the stock lower. Second, companys longtime ceo is stepping down some Time Next Year i dont like that. On the other hand, smart reports tomorrow night i think there will be a lot to like although probably wont take too many people by surprise. This is all about the guidance thats what we want to hear. If the guidance is good, the stock could work if its disappointing, look out below. Where do i come down on Smart Global Holdings . Yellow light, proceed with caution. I like the story okay but i dont like that the ceo is retiring or the private equity backers are going to get out noticeably flash we heard that, we know that. Flash did peak in october and it could go down further next year. On the other hand, though, if you believe the estimates are that predict good numbers, the stock is insanely cheap. Sells for less than nine times earnings in the end if you really want to speculate on Semi Conductor plate, go with Smart Global Holdings but please be careful this thing is still pretty high. You could get burned next up, november 15th donald in new jersey asked me about a Company Called travel port worldwide, a Technology Company that aims to improve the experience of buying, selling and managing travel. Businesstobusiness travel marketplace. They are a leading player in airline merchandising, Hotel Content and distribution car rentals and so theres certainly a lot going on here but travelport, the stock, has been a bit of a dud former Blackstone Private EquityCompany Became public at 16 per share. This thing now trades at 13 the problem . First travelport has struggled to grow since its ipo. Company sales increased just 3. 8 compared to expedia 16, 18 . And finally the space isnt that great right now. If expedia is up. Better yet i would take priceline. Both are better. Although its not my favorite space. Mapped money is back after the break. The moment a fish is pulled out from the water, its a race against time. And keeping it in the right conditions is the best way to get that fish to your plate safely. Bacteria can multiply to high enough levels that even cooking it will not destroy all of them. Its definitely the most important thing in my business. How fresh is the fish . Where it comes from . How it gets here. The more i know, the better. Sometimes the product arrives and the cold chain has been interrupted, and we need to be able to identify where in the cold chain that occurred. We took our world Class Network and we developed devices to track environmental conditions. This device allows people to understand whats happening not only with the location of that asset, but also if its too hot, if its too cold, if its been dropped. Its completely unique. We ship fish, beef, poultry, vaccines, insulin. This is about monitoring and protecting everything we ship. I catch all this amazing, beautiful fish and then once its out of my hands, i have no control over what happens to it. If you have a sensor that can keep track of your product, it keeps everybody kind of honest that way. Its really all about the network. You are looking at trillions of transactions a year. Not too Many Companies in the world can even scale to that type of volume. Who knew a tiny sensor could help keep the food chain safe . Food has to be fresh. Its that simple. When it might be time to buy or sell . With fidelitys realtime analytics, youll get clear, actionable alerts about potential Investment Opportunities in real time. Fidelity. Open an account today. Fidelity. Trust 1 doctor recommended dulcolax. Use dulcolax tablets for gentle dependable relief. Suppositories for relief in minutes. And dulcoease for comfortable relief of hard stools. Dulcolax. Designed for dependable relief. It is time and the lightning round is over. Are you ready . Lightning round. Toni, in illinois. To tony caller cramer, first time caller Merry Christmas and thank you. Whats your opinion on axti, please. Its okay. This is a company that helps make the Semi Conductors that frankly i dont want to be involved in so im going to say no im going to say that you could be intel or yes if you want one that is going to be down till year end i do like nvidia down for lets go to darius in north carolina. Darius okay hey, jim. Darius . Caller ive got a question for you. [ inaudible i like it now for a little while. I dont think its done. Could even go higher its very well run now i like the stock come back on this show, please how about gregory in new york . Caller boo yao, jim. I would buy the stock post. Will in new york will caller hi, jim, will from new york love your show happy holiday. Same. Caller i bought mariott, mar. Let it ride, my friend. Quality company. Goes higher. How about bob in ohio . Bob . Caller hey, jim, booyah, jim, cincinnati. Cincinnati, procter gamble. Caller there you go. Whats up caller agx ive got a small position in there, about 43. Do more work on that thing . I have been itching to do more work on it i dont have an answer right now. Lets go to victor in South Carolina victor caller yes, sir. Victor, youre up caller hey, ive been trying to understand chinese social media and following ups and downs and was wondering what your thought nochlt the only one im recommend tlg is alibaba these others are too hard. No, thank you. Lets go to brian. Caller booyah to you thank you for everything you do for us. Thank you thank you. Caller jim, im calling about square i purchased it, unfortunately, at 45 a share its dropped 20 should i hang in there it got caught up in bitcoin mania. We had sarah friar on, said it wasnt going to be that important then jack dorsey said it would be important. So i am between myself and i dont know brent, michigan . Caller bbbb booyah jim. Sweet young men and women of power, aeo the other day when i was on half time report, american eagle. This group is smoking. Its been left for dead and its not dead and i like it lets go to jack in pennsylvania jack caller im here. Hey, jack caller yes, im here. Jack, its jim. Go ahead. Caller yes im wondering about ppl. Yeah. You know, theres the guy i recommend selling that stock the other day. I used to pay these guys a lot of money my favorites are dominion, con ed and im not changing my mind. To sean in nevada, sean . Caller from las vegas, jim booyah how are you doing . I like your team. Theres like 17 teams now there. Whats up . Caller a question and a comment for you. Number one, boeing really goes four, five, 600 ill send you a briefcase full of money. As long as its got bitcoin in it, im okay. All right the other one is ive got a question about sales for how come they announced theyre partnering with goolgle. Most definitely i would stick with that one. Announcer the lightning round is sponsor bid tdameritrade eh, it just feels too complicated, you know . Well sure, at first, but jj can help you with that. Jj, will you break it down for this gentleman . Hey, ian. You know, at Td Ameritrade, we can walk you through your options trades step by step until youre comfortable. I could be up for that. Thats taking options trading from wall st. To main st. Hey guys, wanna play some pool . Eh, im not really a pool guy. Whats the hesitation . Its just complicated. Stepbystep options trading support from Td Ameritrade some ideas are mutually exclusive. You can dislike the new star wars movie for being too similar to the originals or being too different. When it start to say its too similar and too different seems like you want to hate the thing for any reason iphone x, i wanted to bring one for my wife who very much wants an upgrade shes sold on the picture, beauty of ten and, of course since hee doesnt watch this show, would it be easy to get her one . It might be too late for christmas and maybe there arent any left in the stores which was the case when i went buy one earlier this month thinking i should avoid the big stores i went to the beautiful apple museum across the street from the beautiful Whitney Museum only one of those is an actual museum have you seen that gorgeous store with the glass walls and spiral staircase, a sales person came to my aid i struggled. No, they didnt have it, which would then force me to trapse up and town the very pricey madison avenue looking for another pricey present she had the 10 but it was a silver one then asked me if i wanted a charger. Finally the ear buds, have you the buds i hear theyre constantly sold out. Sure enough they didnt have any left see the emails, what people are saying let me summarize it this way its terrible for apple that i can get the iphone the other half said its bad for apple they only had the silver it shows the company didnt even know what it was doing, no idea how great the demand would be and didnt make enough phones for the holidays and worse the fact that they ran out of ear buds shows theyre complete knuckle heads. Trying to figure out what the demand will be for literally tens of millions of people can we accept the fact that both sides of this space accountant be bearish the fact that they have what i wanted and havent run out of the iphone x ahead of christmas, you dont like that . Thats stupid. You would like the company more if they had nothing left in stock a week before the biggest Consumer Holiday in the world . Is that what you want . Same token, how can you fault apple for only having that one color left in stock . How on earth would they know what would is he sell out faster ear buds, i am upset about this one. Wonder what the heck i was doing with a string around my neck jog ing on the treadmill wireless ear buds are so much safer and cooler and easier to use. Its a bumer these things are flying off the shelves pretty nice problem for apple. Can we admit that you cant fault them both ways i say all Things Considered if you own the stock, as my Charitable Trust does, you should be thrilled they had inventory but not too much inventory. Too much inventory is, quite frank ly, the bane of a retailers existence this is a deal this whole story is anecdotal. They thread the needle as good as they could have even up here you should own, not trade the shares of the greatest Consumer Products story the world has ever known and can you believe im saying this in front of millions of people and it will still be a surprise to her . [vo] progress is an unstoppable force. The season of audi sales event is here. Audi will cover your first months lease payment on select models during the season of audi sales event. Music plays throughout whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley lot of people asked me today about highquality Companies Like red hat, down a lot like sales force earlier today remember, these are companies that dont fit the profile right now, though, they are being thrown away. You know what . We get a couple of slow Growth Numbers and youll be saying, why did i throw away red hat why did i dump sales force so just stay diversified and understand that your highs with both companies right now dont fit what the Portfolio Managers want theyre out of style but it doesnt mean theyre done. So, please, dont throw out the baby with the bath water i like to say theres always a bull market somewhere i promise to find it right here just for you on mad money. Im jim cramer and i will see you tomorrow welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. If they hear a great idea, theyll invest their own money or fight each other for a deal. This is shark tank. Peter ferreira, and dennis iannoti, who are seeking an investment for their pumpedup nut butters. Hi, sharks. Im neil cameron. Im peter ferreira. Im dennis iannoti. And were. All nuts n more. We are seeking 250,000 for a 20 equity stake in our company. Good ol p. B. Just got a facelift