When you listen to the reasons, theyre dumber than a bag hammer everyday we hear about stimulus talk even if we pass the deadline, i wish they stop talking all they do is creating false hopes. Both republicans and democrats see no deal as a win for them even as the rest of the country loses. I am confident that well get the stimulus package eventually. There is no stimulus coming any time soon, certainly not before the election get a game plan for heavens sake how about covid19 we have been predicting the spike for months here. Why did we start the mask competition . We knew it was temporary reprieved and it would get worse once the weather gets colder i totally understand it seems like an in efficient way to stop this thing we dont have much those case numbers have been creeping for more than a month now. The only thing more incurable than covid is the market i have been recommending the bull market created out of control pandemic without a stimulus now it is happening. We are taking our guns and coming out here tonight and putting the buy plan into action the covid market, there is a bunch of them. First, there is the bull market of 5g. Three, we got a bull market in hygiene. We have many ways to fight this virus, pathetically is one of them but i will take it. Four, innovation remember nothose innovations is about tools and paints and not home builders. Thanks to the pandemic, mass transit even rise. Easier to get a car, especially if you move to td to the suburbs after 2016 you know what i dont want to guess about whos goin to win the white house or the senate this time around. I cant say if the outcome is in decisive and it takes a week for it to go down. The other two fears, every single bull market i listed will work even covid spiked and we have to go back on lockdown. We had dr. Fauci today, we got the lockdown wrong, it is the bars thats causing problems and not schools. There are always objections and validating thesis. The hygiene stock run m miraculously i still like them. Still, you cant sit back. Discipline says it is time to start buying the covid winners lets tackle the tech today. Well get to the other market. We got that this morning of the gigantic german company. Terrible times and horrendous and going back to a couple of years. The digitalization age process is slow and deals were not getting done if you like football like i do, thats called a misdirection plan it what happens when the quarterback fakes a run. These are some of the best pandemic places out there and they got slammed today covid is accelerated and not turning it back. Now there is a second problem. A bunch of analysts preview the quarter, they talked about how ceo tim cook had visibilities on the iphone and going up to 5g. Hes all about making the best product for the high stream. Which is why i wish the analysts would not do that. Someone posted a horrible picture and said cramer is just docking everything on apple. My wife is sick of hearing me talk about apple thats the stage it gotten to so shut up. It starts by picking some of the most extraordinary stocks. It is not that the cloud is slow other companies are eating the s p. This is really nuance. That customer does not spend as much in the cloud on s p as it did before the cloud i like sales force this tiktok positive, oh, and why not stick with what works. Amazon amazon reports on thursday at one point it was down it looks like one of those cases where it will roll over and it stopped. Do you know what kind of strengths it take to overcome todays poll amazon could be the right place to be. Wait a second, what kind of moron would buy anything after a day like today some people thought the thought was over sending coming in this morning. The alleged buy here inspired brands that are very smart they got a phenomenal track record what are they getting with duncan brands . How about a company surviving while so many of its competitors will go under unless we get a stimulus package immediately people buying stocks based on Good Companies on those stimulus and sellers and dunkin, one really smart buyer get comfortable because it is going to be a comfortable week we got the five markets here, 5g, digitalization, hygiene, and home renovation and cars well be pounding these. Thats not the way we work at mad oney. You will be disciplined and start buying it is unrelated or actually makes no sense whatsoever because it is good for these five bull markets. Jack in new york, jack oh yeah, whats up . Thank you for taking my call. Me and my family love your show. Booyah. Whats going on my question is carnival here is my monster approach. Number one, well have stimulus even though it is after the election number two, we have a treatment for covid, we started two Clinical Trials and other companies starting to report their Clinical Results buy the dip, carnival gave back all of its gains from last week and it is down 70 years to date is it time to buy carnival i am not against that i like norwegian because they have been able to raise more money. What you are taking and your sevenyearold daughter is a longterm view there is nothing the matter with that i dont think a vaccine is all that far away. Lets go to muhammad in michigan booyah mr. Cramer, how are you . Now you are talking doing well, how about you, my friend i want to tell you how much i love and respect your show thank you very much i would like your opinion on prpl, purple innovation. This last week it was down 6. 5 . Over the last month it is about 31 and over the last three months about 57 what do you think . Is it still up still this fits into my thesis of a housing materials that go into housing that are selling well i like it because boy the revenue projections are really good thank you for those kind words gordon in florida. Booyah, how are you mr. Cramer i am doing well how about you . Excellent, excellent. I want to thank you all the wonderful advise you give to young investors and helping us to make money and help instruct us to not make unwise action to lose money thats the right way. Thank you. My stock is in identity and Online Security and family cyber safety my stock is life lock. It is a large position. I believe it is going to be a big fourthquarter for these guys i know the stock have done nothing. Logite logitech, what a winner for that one. It will start to percolate at once rocky week ahead but there are five bull markets thats going to work right through this week. Provided that we get no stimulus and covid continues to rage. Remember to stay distance. Could it be time to plug in alternative energy lets all board the rail the sector have been soaring is it full steam ahead or some place on the wrong side of the track . I spotted one stock thats ended in the green today do not miss my sitdown ws my all Time Favorite with aep and stay with cramer dont miss a second of mad money, follow jimcramer, send jim an email to madmone madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something head to madmoneycnbc. Com at calvert, we know responsible investing is hard. If youre concerned about the environment and climate change, how do you find companies that are driving the right outcomes . If you care about economic equality and social justice, which firms are addressing it in their workplaces and their communities . For nearly 40 years, calvert has delivered competitive returns by investing in Companies Making a difference because we see value in doing good. Talk to your Financial Advisor about investing responsibly with calvert. Tough take today i had to tell you to stay away from all sorts of electrical names. Every now and then there is an exception like plug power. After years of skepticism, plug power has made me a believer this is not some pie plug power already got a big Business Sales the Company Generated a lot of cas cash months ago plug power todays beat down, the stock comes back to 14. Could this be the opportunity . Lets take a closer look with andy marsh, the ceo of plug power. Mr. Marsh, welcome back to mad money. Thank you, jim for having me. I need people who say i cant believe you believe in this plug power. Two, you used to call it the most speculative on earth. Is that the right narrative . I think thats the right narrative. I have been here a dozen years it has been a struggle but the time has come. I think you can talk to my customers, amazon, walmart and home depot theyll tell you the time has come and thats who i listen to. Those are not trials. These are done literally in force. We are the largest liquid hydrogen in the united states, actually in the world. 50 of hydrogen in the u. S. Goes into plug power product. You know i was concerned after speaking with wendy that the cost may be too high for green fuel how do we get that to scale lower . Jim, when i look at it, it really comes down to cost of renewables we are competitive with what you call great Hydrogen Coming from fossil fuels below when you are generating and using liquid hydrogen i have been telling people if you get President Biden and if he says solar, what he should be thinking about alternatives to current use. Alternatives could took combustion engine. I am going to use the phrase, maybe i should not, the new diesel is it possible that hydrogen could be the new diesel . I think, jim, many people believe that i would go back to our Customer Base you look at amazon, walmart who have sustainability goals for 2030 and 2040, looking to eliminate their drugs and really only one way to do Long Distance calling or anything over 125 miles and thats using fuel cell when i think of Green Hydrogen at three hours of kilograms. It is about 2 a gas generate you can see selling Green Hydrogen of 6 or 7 and being competitive with diesel fuel today. There are Companies Making it, people may not realize that you have a strong sales pipeline even as it comes to 2024, correct . Thats correct. You know we have pedestal customers, i mentioned walmart and amazon and home depot and dhl and many others. What happens, when do people realize that plug power is not speculative but it is a company with a great book of business thats growing larger and larger in the meantime some of these big issues like what you see behind you, a plug power truck are going to be reality in our lifetime well, jim, i grew up in the Wireless Industry believe it or not. I spent 10 or 12 years before that market took off it reminds me sitting around the table of 1994 and 1995 in the Wireless Industry. Thats when you realized that if you bought any of one of them, you made a ton of money because consolidation was occurring and you had to be in one. Absolutely, jim the Hydrogen Industry is just beginning and i think is not only thinking about bidens policy but thinking about our consumers policies and our customers, thats really whats driving the growth today and government policy can make it even better. Any chance well fall behind china which i know it is doing a hydrogen bus right now which we speak . I dont think so. There are certain dynamic and the generation of fuel really needs to happen here from a competitive point of view. I dont believe the generation of fuels from technology, there are years and years ahead of time. This is much different in the Solar Industry it is easy to come up with solar panels and nine months as you remember how that market change. Fuel cells are a lot more different. As you know i am a technolo technologyistechnologyisisttech. I am not afraid of the competition. I am ready for it. Thank you very much for everything you have done andy marsh great to see you, sir. Great to see you, sir thank you. Mad money is back of the break. Sales are down from last quarter but we are hoping things will pick up by q3. Yeah. Uh. Boss doug . Sorry about that. Umm. What. Its. Um. Boss you alright . [sigh] [ding] never settle with power e trade. 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There is no obligation, so call the number on your screen right now to see if your doctor is in our network, to find out if you can save on your prescriptions, and to get our free decision guide. Humana a more human way to healthcare. Now that covid cases are hitting a new high again and the market is rolling over lets talk about the interrupted markets . Transport. Ups on wednesday have been making a killing thanks to a pandemic when you cant go out to shop, there is a lot business for everyone in freight. This extends the truckers and more importantly the rails going into earnings season, the big rails is trading at an all time high. There were something a little off with Railroad Stocks we gotten Union Pacific is the largest one. They got the most scale and they have been working on a Major RailroadInitiative Making the company far more efficient the last time we spoke to him in september. Whats happening a few weeks ago, the results was announced. Last friday, while they came down, the earnings was solidly better than expected earnings will be up and people loved that and they threw in 500 million accelerated buy back for good measure. How did the stock do well, have not done it it is interesting. Kansas city used precision railroading. In response to the stock, it got dinged for 3 for making a come back even with a Strong Quarter of the expectation going in very high csx reported last wednesday, it gave you a nice earning and a couple of big buy back announcements. Then Union Pacific, the one we considered the best are disappointed our bad . Union pacific gave you a small miss while we heard a lot about improvements from position railroading and longer train lengths and higher work force and productivity and reliability. We gotten bad news on this front, too hell be moving to a new senior a adviser role maybe theyre losing their momentum Union Pacific did not give you much in the way of guidance. In response to stock plunging 12 points it recovered a little bit on friday and 2 today. Whats going on . How did the best railroad drop the ball expectations gotten out of hands. Not their fault. We heard good things from the other three rails and putting it to the side as the one with the most scale the bar is simply higher for them there was a widespread sense that these guys will recover the fastest. So this is the railroad thats leaving to china it is not just about expectat n expectation. The other still manage to hit their earnings target. Even csx we can get to the nittygritty here everybody had that problem whats difference about Union Pacific . Improvement that brought big gains. The other rail, Union Pacific is made a fortune by adopting new efficiency but there is only so much you can squeeze out Something Like precision railroading. Sooner or later. When it comes to Union Pacific, wall street worries that theyre efficient. Now the other rails come up with new narratives still pretty impressive. I think Union Pacific is a great company. I am not changing my view. It is running out of steam right now. It got limited shell life. How about Union Pacific buy kcs. We hea more importantly kansas city was among the last of the rail to adopt. There is a lot of room for efficiency and i beta price could be arrived at. Could this deal pass i think so we got five Major Railroads rad rad right now. Supposedly they did not want to sell at 20 billion honestly, they can maybe go up to 24 billion thats stretching a little bit Union Pacific is getting hammered here and not to mention huge spike in covid19 cases they need to give you a new catalyst i think Union Pacific should reach out and acquire kansas city and hey, i will even waive my investment fee arya in pennsylvania hi jim, thank you for taking my call. Last week of expectation expectation jet blue is one of the Biggest Airlines this year do you expect for it to continue what does it tell you it tells you that one is terrific i love to fly jet blue dont get on southwest very much but i think south west is a great airline. Hey jim, i bought winnebago in july. It has gone down 24 since i bought it. The Company Recorded great earnings last week but the stock price plummeted and i am worried of the impact of a blue wave on the election could have on the market but i still love this company. Sure, it was an absolute piece by citi today. And winnebago was rated a buy by citi. Lets make a move here i think you are fine there is something a little bit off the railroad stock we want Union Pacific to merge with ksu for a brand new catalyst boy, that would make me want to buy this one there is much more mad money ahead. What impact could the upcoming election have . After more people swap suits for sweat pants, i will tell you how to play leisure power and our edition of the lightning round. Stay with cramer. With this seal, this restaurant is committing to higher levels of cleanliness. The expertise that helps keep hospitals clean, is helping keep businesses clean too. Look for the ecolab science certified seal. Car vending machines and buying a car 100 online. Vented now weve created a brand new way for you to sell your car. Whether its a year old or a few years old, we want to buy your car. So go to carvana and enter your license plate, answer a few questions, and our technowizardry calculates your cars value and gives you a real offer in seconds. When youre ready, well come to you, pay you on the spot, and pick up your car. Thats it. So ditch the old way of selling your car, and say hello to the new way at carvana. Heart monitors that let your doctor watch over you, just like you watch over your best friend. Another lifechanging technology from abbott, so you dont wait for life. You live it. On the day the average got polariz polarized, you know what matters . When it seems like the pandemic is relatively under control and the economy is roaring. Now though look at cramers favorite of American Electric. Renewables could get very hot. So can this thing maintain its momentum lets check in the ceo of American Electric power. Welcome back to mad money. Thank you, jim, good to be with you again nick. People are having a trip and one of the reasons is consistency. I think there are a lot of people just as a change in pace dont understand why American Electric power can be consistent can you describe to those who never understood this business why you and i think this stock is going to go this high we are investing in infrastructure needed for resiliency and reliability to service our customers. We continue with our capital program, we are the most capital intense industry in the u. S. We adjust when ever there is changes relative to the economy itself we have sort of a compensation going on between our residential load which is increasing because of the stayathome environment verses commercial which is lagged because of the economy. Residential is coming down at the same time but we are still from a positive finance right lane standpoint continuing to focus on that along with call saving to ensure we remain consistent jerez deresidential good ande are rather magnificent revisions that you gave. Yes, we wound u up commercials continue to lag about 5 thats where churches and restaurants and hotels are certainly continuing with that impact industrials continue to come up, i will be it in the Third Quarter and we expect a little bit of slowing we expect 2021 to continue to improve marketly as people get back to work in those environments, the residential load will come down but it is still very positive. Well, i know that it is difficult trying to figure out the impact of covid, you have in your deck of a 2020 financial outlook. Resurgence of covid19 and disrupting service for you, that got to be a problem for you in. You want the economy to continue to come back. To have another shutdown is disaster for this country. As that progress is made and facilities are coming back into place and theyre running certainly helps for that perspective. I think there is going to be continuing work from home environment that theyll continue to endure even in the future certainly we want that for covid to get behind us where the overall economy is picking up at the same time. There are many people who watch the show who are more important than anything, the environment of which they say electric vehicles and hydrogen fuels. Where are we in terms of those trends i know you are a big believer of renewables, are those realistic or is it 2030 or 2040 before they are adopted with this it is realistic if you understand which part provides in the role of electricity we have natural gas, coal and nuclear, that provides demand and at times we have peak of demands in the system. Renewables play a part to eni believe carbonfree top of resources and thats continuing to grow and it is becoming more economical to do it. You will see more renewables and more solar when and storage come into play in Certain Applications and thatll continue to augment the supply that exists today. That transition will continue. The aggressiveness which you move in that arrangement will be certainly a focus for our future as we look at what our customers can endure in terms of increases and so forth as we make the transition i know you are trying to do whats right a Biden Administration make your life easier or harder verses the Trump Administration we had 114 years managing well continue to focus on you are economy and customers and shareholders expecting to move in that direction and derisk in that perspective. If a Biden Administration comes in, we expect more aggressiveness in terms of the targets but we are moving forward quickly and well continue to focus on that as we move foe warward. There is no question and no matter what happens and no matter what administration is in place, well continue to move forward with a cleaner economy i want to thank so much once again, great quarter and amazing stock, sir, good to see you. Mad money will be back after the break. What if you could have the perspective to see more . At Morgan Stanley, a global collective of thought leaders offers investors a broader view. We see companies protecting the bottom line by putting people first. We see a bright future, still hungry for the ingenuity of those ready for the next challenge. Today, we are translating decades of experience into strategies for the road ahead. We are Morgan Stanley. Can get very complicated but in all flash solution from Dell Technologies powers store can unify your storage. Orchestrated by the experts at cdw, it delivers optimized performance and efficiency while providing simplicity and flexibility. It is time are you ready joh johanna in maine i want to say thank you to you and your staff i watch you everyday we do have a great crew thank you. What are your thoughts on Financial Partner . Very good Morgan Stanley at 3 yield and runs by james corman thats the one ill would go wih lets go to luke in texas. Booyah. I want to know about lca that guy has more horse sense than anybody comes on air. I find him a total joy i am going to go with him and not against him. Lets go to dana in washington booyah jim, from seattle. I want to get your insights on lords town. We had fisker on. I learned a lot more and i feel better about it. I am going to say hey, you know what lordstown, we are ready for you. Ryan. Booyah, jim i want to know what you think about american airlines. It is 11 stock people like that impartial to luv because it does not lose money and it has been a great longterm stock. Lets go to al in michigan. Jimmy love the energy and love the enthusiasm thank you my question is raytheon and i am wondering if i am going to get big movement there it is under a little bit of pressure because the chinese is saying we are going to provide any sorts of weapons from taiwan that we are not going to use you. You will get a good quarter from raytheon it will be a good quarter and a good year for them lets go to john in california i am calling about nordstrom, jwn. Nordstrom is a tough one though it is a tough stock to own i can see it is a speck but thats how ill view it lets go to zach in iowa i would like to give a quick thanks to you and your staff and everything you guys do thank you very much my question is huya look, i have friends who are in that business and i got to tell you i am going to stick with american game video i am not going to go out to china. I like alibaba and i like jd by the way. Thats is the conclusion of the lightning round. The lightning round is sponsored by t. D. Ameritrade free access to every platform. Mhm, yeah, that too. I dont want any trade minimums. Yeah, i totally agree, they dont have any of those. I want to know what im paying upfront. Yes, absolutely. Do you just say yes to everything . Hm. Well i say no to kale. Mm. Yeah, they say if you blanch it its better, but that seems like a lot of work. Now offering zero commissions on online trades. We charge you less so you have more to invest. Our Retirement Plan with voya gives us confidence. They help us with achievable steps along the way. So we can spend a bit today, knowing were prepared for tomorrow. Wow dad, do you think you overdid it maybe . I dont think so. What do you think, peanut . Nope honey, do you think we overdid it . Overdid what . See . We dont think so, son. Technically, grandparents cant overdo it. Its impossible. Well planned, well invested, well protected. Voya. Be confident to and through retirement. Heart monitors that let your doctor watch over you, just like you watch over your best friend. Another lifechanging technology from abbott, so you dont wait for life. You live it. Sometimes you have to look past the terrible day light today and think about the bargains it could created. You know we got some powerful longterm bull market themes, even if covid cases spiked to a new high we are now in a moment where you got a white collar job, zoom dramatically changed the dress code as long as you wear something and be careful of where you point your camera. How do you play the leisurization of apparel how about jeans . Dont over think it. You can buy levis or kontoor. We spoke to the ceo of levis, there has been a lot of talk of the rise of leisure and everyone Walking Around with yoga tights and lounge wear. Denim isstill bigger covid has compressed of five to ten years in to a matter of months hes confident about a strong non promotional holidays the more covid cases, the longer you will be stuck home working in your comfy, jeans that means they went from sale to get the hell out of it to buy, buy growing up i was always wearing l lees jeans. Kontoors new distribution carrying lees jeans i dont want to recommend gap itself but a Little Division called athleta this division did 1 billion in sales and could do 2 billion in sales by 2023. Only 53 among active women. When i see gap stock at 40 today, yes, opportunity. This is another pandemic leisurization winner this covid spike is a reason to buy gap and not to sell it finally there is lululemon now you may think it is one crazy thing to do on a real bad day. No, thats not how it works. This was brilliant he knew it lulu invented these. This is what people are wearing while they are stuck at home if you have not lost your jobs, you got more money to spend. I know this stuff costs a little more Everybody Loves their stuff if it were a little cheaper you cant go hair salon, might as well buy some yoga pants. Because of the sales and barbers are opening again. I know, not a lot of work there. You are given a rare chance to buy lulu 12. 4 Revenue Growth a lot of upside. Thats about as big of a discount as it comes remember when we see a sale in kw mad money, high quality merchandise thats not hurt from it we dont run away from it, we run towards it these leisure stocks benefited by covid cases time to start buying i would like to say there is always a bull market some where, i promise to find it just for you right here on mad money. I am jim cramer, see you tomorrow hold it, dont go anywhere, i am joining im Shepard Smith on cnbc. And this is the news. We are going to win four more great years in the white house were not putting on super spreaders. Covid and the Great Campaign divide the concerned and those trying to move on two strategies with just eight days till the vote flames force thousands from their homes in california. And high winds make it worse al roker reports the details o extreme weather. Stocks spiral. Infection rates rise