Nasdaq declined 44 percent. When the market is down, we always hear about the usual suspects. Oh, maybe its concerns about whether janet yellin the fed chief will consider tapering or not. Why dont we blame obama care and peoples fears for losing insurance. The walk grinch is stealing christmas. We are beginning to hear the next Government Shutdown will happen on schedule and this time it will be even worse. Why dont we chill the cls climate down entirely . Is there any wonder best buy or urban outfit, is talking about an unspeakably Holiday Season . Then you go out to dream force. The celebration of all things related to the new economy in america of success, of innovation. You know, you dont hear anyone complaining about washington at all other than to mention how our government is poorly run by design. Its all about payback, second raiders and people that care more about idology and social issues than the economy. The politicians may Pay Lip Service to the job creators. They spend way more time on guns and sexual reeshlgs whatever. If you want to know the truth of it, i would say washington is about creating problems for business. Silicon valley is about creating solution tore business. When i was in dream force, yesterday, the cowriter, informational officers and sales people. Its a mecca for everything washington isnt. The jobs created in Silicon Valley even as jobs were destroyed in the capitol. Yes, for certain there arent enough people to fill the posts that these companies are creating. Theyre using the academies. Yes, they call sit academies, oracle and Hewlett Packard hire and train young people. If you have an engineering degree, people will hire you when you walk by their booths. Its about saving businesses money chiefly by having cheaper, smarter technology, to replace ever more expensive humids. Salesforce. Com not only makes people more efficient, releases middle management, because the top ones can see through what the troops are doing. The head of General Electric can scan his whole companys cell phone, connected to the cloud. He is in touch with everyone he needs to be in touch with, which is a heck more before integration of Smart Software of a variety of providers who built their sales force on open platform. Hey, there is work day, Human Resources, financial concerns, meaning software replaced a solid world revenue. More on them later. Viva systems from last night. They keep track of pharmaceutical sales people. Who knows how many secretarial positions that can replace. They eliminate the jobs of people who cross fund it. Thereby boosting the bottom lienl. Now, some of what happens out in the valley is strictly related to the democratization of business. I looked at real life corporate dashboards hoing real time comments and dplants on twitter, all, i mean, how companies have to have reaction immediately, often doing damage control. I saw how Advertising Campaigns are direct to the consumers. You are connected via the web to offers and deals, hey, this pizza hut has a sale down the block. Make a right. You are connected to ford, itself. Sure, they want to get you into the showroom, only if you opt in or there is yelp, businesses buy ads that appear on someones mobile handset next to a query of a monita restaurant or a doctor or a divent or an inn. That requires companies to moderate response to complaints or bad service that could hurt their businesses. Thats the new world were in. Yelp solves basic needs that dont involve the growth of our countrys gross domestic product. The opportunity of existing merchants and Service Providers is so darn huge. Thats unusual outside Silicon Valley where so much is dependent on the fed and the low Interest Rate and in order to chase away the lingering effects of the great recession. People arent talking about the rate of tax, corporate tax. Theyre talking about money. Same gomes for dropbox. 200 users up a year ago. Largely they dont want to lows with a broken or large cell phone or busted computer and individuals and corporations want to collaborate in documents digitally and become more effective. If i were facebook or apple of microsoft, i would boy these guys the market cap everyone is laughing about, which is the current round of financing included equates to. All of these companies are about maintaining and improving the Customer Relationship to promote more satisfaction and, therefore, more business. A satisfied customer is a sales force in its own right. Thats why salesforce. Com website wrecked so much like president obama intend. Many view it as a Customer Service site, not a government i. T. Project, which, by the way, is what its evolved to. Many have wanted consumers to be more informed and captivated be i this new world rather than just be befuddled by it. Many companies are facing embedded systems provided by oracle, ibm or microsoft, which allow firms to be more efficient and satisfy the customer. Its a way of doing more to get more business with much less this cloud revolution is creating an inflationary rejeechlt it eliminates layers of workers looking for jobs elsewhere. Its not great. It is the nature of a disruptive technology. I witness nothing but disruptive cloud technologies, eliminating expensive Client Server pc based technologies, these are bee hives at work, allowing companies to stretch themselves far beyond what they imagine possible. A few short years ago, with fewer Administrative Expenses and more profits falling to the shareholders of these companies that adopt these disruptive technologies. You know what the great thing about this is . From the most part, you need stocks that do well on a slinking economy, too. Because of their moneysaving nature. Thats right, they are the antitaper, antiregulatory stocks. As much as politicians from both parties might try to impede it, the innovation will not be stopped. The stocks may have been down today. They were, including many of the when es i saw at tree force like salesforce. Com. You want to bet with these cloud companies, not against them, including salesforce tomorrow because they represent the future of the American Economy as it furiously pulls away from the past. Marlin in texas. Mar len. Caller booyah, jim. Booyah, mar len. Caller i just heard that Gilead Sciences has approval to sell a new drug hic in europe. I recently took a profit in gilead. Is it still possible to get back into gilead with no money . I wish you hadnt taken a profit. Gilead is a xen that i think will be multiyear on fire. This market has been multiple for high price earnings stocks. I want you, marlin, to get back into the stock if it does fall a point or two, which is certainly possible in this choppy market. Can i go to lance, please, in new jersey . Lance. Caller hey, jim, how are you doing . I love your show. Im from bridgeport, new jersey. Excellent. Caller my question is, with obama stepping down from chief executive and changes in the company, what do you think of microsoft as a dividend paying stock or future growth . I think microsoft is very expensive, i think it factors in the idea there will be no real growth in personal computers. It has two points downside and four to five upside. I will take that risk reward ratio any day of the woke. Mark. Thanks for taking the call. A little booyah. Im liking. I got a question regarding key, holdings, im looking into that last week. On thursday the bombshell dropped out, that said the ceo made false statements. They exaggerated their inventories. Understated the sales goods and all this jolly good stuff then the stocks just dropped out friday morning, but made a little of a rebound. Im wondering. No, i dont want to touch stocks like this it could be unfathomable on the downside. I dont know tileshop that well. I know he had to pull it from his select list. My take is, when i even get a whiff of regulation, im going to wait until it simmers down. Maybe theyre correct and there is no problem. Let the cloud move, the actual cloud and then well take a look at the situation. We were in the heart of all things tech yesterday and you know what, we will focus on it all week as washington threatens to make christmas blue clear skies of Silicon Valley. Mad money will be right back. Coming up, hash cloud . All week long, cramer is tracking the data, from revolutionizing the way you see the world. Yelp is a five star stock and one of the postsuccessful outreach to date. But can it keep the corrects away after more than tripleing this year . Find out in cramers excloudy skiesive as our week long series invest in america, defining the future continues. Its estimated that 30 of the traffic in a city is caused by people looking for parking. Thats remarkable that so much energy is, is wasted. Streetline has looked at the problem of parking, which has not been looked at for the last 30, 40 years, we wanted to rethink that whole industry, so we go and put out these sensors in each parking spot and then theres a mesh network that takes this information sends it over the internet so you can go find exactly where those open parking spots are. The collaboration with citi was important for providing us the necessary financing; allow this small startup to go provide a service to municipalities. Citi has been an incredible source of advice, how to engage with municipalities, how to structure deals, and as we think about internationally, citi is there every step of the way. So the end result is you reduce congestion, you reduce pollution and you provide a service to merchants, and that certainly is huge. Customer erin swenson ordebut they didnt fit. Line customers not happy, im not happy. Sales go down, im not happy. Merch comes back, im not happy. Use ups. They make returns easy. Unhappy customer becomes happy customer. Then, repeat customer. Easy returns, im happy. Repeat customers, im happy. Sales go up, im happy. I ordered another pair. Im happy. both im happy. Im happy. Happy. Happy. Happy. Happy. Happy happy. I love logistics. To go to salesforce mecca yesterday was because theyre in the Software Industry right now. That revolution has little to do with consumers. Its not the kind of thing you would interracket in your lives. So many of you wouldnt notice it is happening even though its making people boat loads of money, but i am on a mission to make sure it will be televised. The change here is about businesses migrateing from old School Software when they have to send things from serve torres cloud based applications that save businesses a ton on hardware costs. It might sound boring, but it is incredibly sexy stock. Take work day, a leading cloud based provider basic all the the Human Resources might need along with financial applications, that explanation may put you to sleep, i dont care. This is a huge market. They have gotten started taking information from s p, mostly oracle. While the business might sound boring, the numbers have been sexy. Hence, workday is giving you an astoundsing 160 gains, frankly the run is not over. In fact, if you polled people in Silicon Valley about the new Tech Companies with the most disruptive technology, they will tell you workday, yesterday we caught up with the cofounder, chairman and coceo of workday at dream force, an impressive man. Take a look. Neil, when i think about cloud computing, after i think about mark benya, i think about workday, because you probably harnessed it better than anyone, people in the eevths younger people, they dont know a computer management decision, they say workday is overvalued, Human Capital management. You know, its a function that every company on the planet needs. Its the way you track them, pay them, reward them. All of that is done through the Human Capital management system. Everybody talks about talent. Talent is manifested as a management complax in the software world. People soft, bought by oracle, they were what i thought was Human Capital management. What is better about this version . This version takes advantage of the new cloud architecture. Its not just about cloud. Its about the consumer style user interface. Its about the cloud architecture. Its about mobile, big do you that all coming together to create a disruptive platforms that much more usable and about half the cost. Disruptive basic a el from oracle . Well, its disruptive at oracle and sap. One of the things i tell people when you want to find stock, what you are looking for is growth. There are few companies more growth oriented than yours. Thats your mantra. Yes. Its a land grab. Every ten years, the market shifts. We went from main frame to Client Server. Now from Client Server to cloud. Its a 40 billion market. If you have a head start history of showing you grab as much of the market as you can, so the last quarter, we grew our revenue 70 . Its a big, big Market Opportunity and were still in the early days. Yeah. You are on the sales force platform. You are Close Friends with mark benioch. They have their area. You are moving into finance. Is that with the help of mark . Well so we build on our own platform, but we integrate into marks platform. Thats a part of our announce. Which well talk about later. When you think about the cloud, you think about sales and marketing as one area. You think about hr and finance in another area t. Two go handinhand because you are effectively your administrative backbone, so its natural for h r and finance to be together. We established our leadership and are getting great traction as well. The it a trojan horse . To some extent, yes. Its a great way to get in and develop a relationship with the cfo. The financials market is about three times the size of the hr market. So its a really exciting opportunity for us. When people read about you, the first thing i think they think of is not necessarily growth but competitive nature. You keep talking about the 97 and object how if you get a chance, are you going to win. You even define win and loss differently from most companies. In terms of . Well, when you say lose, it means you didnt get the job. That doesnt mean you were told are you out. You have a lot of legacy business. You cant get them to rip out their business. For us as will to a competitor, doesnt happen. More often than not, its a loss to do nothing. Thats as annoying as not winning the account. We were not able to convince them of our better value proposition. When you say 97 satisfaction, you are still a young company. That means people with you want to use you for more different elements or theyre wetted to you immediately . We build good products and we take care of our customers. The legacy of Companies Like sap and oracle have not done a great job of taking care of customers. Isnt this a dna issue, in order to be able to execute like you, they are trapped. And the customers are on all different versions of the software. Theyve customized it. Theyre really a maintenance strome to your point. Where we are just innovating. Every customer is on the same version. Every customer can benefit from the new technology or innovation. Theyre generally happy. When you say seven on the same version. I know the old goes. They come in, they write code, with i they tell you is universe a. Its just for you. Its almost as if once theyre in, they have their tenticals, it cant be dislondon. How do you dislodge them . At any moment in time, a customer is facing an upgrade. Theyve got to bet to the most modern version of sap oracle. They get a proposal from a Systems Integrator for 10, 30 million to upgrade to a new version of a legacy system. At that point when theyre facing an upgrade, they look at alternatives. Thats when we come in. Now we hear big data all the time, eyes glaze over if they did. Big data and analysis is also in your world, right . I think big data is a misnomer. Okay. Tell me. Most companies dont have big data. What they have is a variety of data. So in todays world, if you are doing a marketing campaign, you want to look at data coming out of a traditional database, limpgdin data, you might want to look at censor day that if it is come income retail in your point of sales. You want to dump it in a database. Any type of data and move it into that platform, you dont need to have new data to use these new technologies. When i go to salesforce. Com websites, theyre filled with great testimonials of how they are able to harness a sales force, find out what people want. Where are you guys in terms of working with mark about the idea of basically the testimony of how a company reinvented itself using salesforce . So a big part of the cloud is that if cloud ceos and cloud vendors generally get along. We have a great partnership. I dont get this. Its not adversarial, right . Its not. Mark and i are buddies. He has a 40 billion market. We have a 40 billion market. There is for the reason to xeechlt instead we focus on the value created for our customer. That is tying the systems together. Part of the announce. Around salesforce 1 is making it easier to pass data between work force and sales force. It takes out the integration costs. If we focus on the customer and making their experience better, were both going to win. Is that prism what enables you to determine who you think will be a winner or a loser in the new world . It all starts with the team. You are looking for the next great team and, you know, in todays world, are you looking at the people 245 are focused on big disruptive ideas. Ten years ago in enterprise, people were trying to fit in between large guys, all the large companies, build a niche product and hope you get acquired. Today im involved with a company pure storage. It is a direct competitor to emc, going head on, using flashes, to disrupt this technology. We are moving in the same way we move from main frame to cloud, moving from disc to flash. Start off in your handsets. Can emc move . Theyve done a flash acquisition in is the problem like oracle and like sap, which is that they have this business, but its just a business they want to nurture. It also kills themselves. Well, i think its the classic innovators. The other, id say emc has done a better job than most, innovating is a big company. The real big challenge is that most great Innovative Products are built from scratch with a clean sheet of paper with 20 or 30 people. Not 2,000 or 3,000 people. Whether google, sales force or work day or oracle and sap. Theres 20 or 30 engineers that built that first product. People have to remind themselves in order to build innovative product, they have to go back to small teams. You guys are the most innovative of all the companies were talking to. Thats a testament to what you have built before and what you are building this time. I want to thank you so much. Thats the chairman and cofounder and coceo of work day. Some people think the most overvalued. I think the fastest growing. Stay with cramer. Coming up, rave reviews . Revolutionize the way you saw the world and become one of the successful social offerings to date. After more than tripling in 2013, can yelp continue its five star performance . Cramer talks to the ceo next as our week long series invest in america defining the future continues. You are under water if you buy opium face boorks it did a uturn. Look, these stocks go up and down and theyre everywhere. The truth is there are some legitimate longterm winners in this category, for every bubble licious winner, you can find a winner like yelp. Its become more authortative online version of the yellow pages. One with mobile presence. You look at the trajectory, yelp priced at 15 in march of last year, stock opened at 22. For the next six or seven months, it was range bounds. Heres the thing. Eventually yelp grew into its market cap. Since the beginning stock has been on fire, nearly tripling to date. It took it down, it may not yet be profitable. Tremendous Revenue Growth and keeps expanding as more local advertisements come online. A strong october 29th, all tow, two days later, they turned around and asked a big secondary offering, the stock has been struggleing lately. Yesterday it dropped and the selloff continued today. We have to ask ourselves, is it a terrific buying opportunity . When we were on team force yesterday, we bought the the chance to speak to the creator and ceo of yelp. Take a look. We have been so worried about mobile. They are worried they cant make enough money, i dont yet yelp, mobile is the way for you to make the most money. Mobile is fantastic. When do you need reviews . Its on the go. Pull out your phone. We know your location. We can match you up with information. Its right at your fingertips, guess what our business is . Fat. Advertisers probably like the mobile cpms more than the desktop because you dont carry your desktop with you. When you look for restaurant, you want to know what is the restaurant near you. If we can deliver an ad, that will be more effective than something across town or in the east bay, in berkeley in san francisco, thats not relevant. So were able to do incredible target with mobile. 40 are on mobile devices. You dont mind if it goes to 100, do you . Thats fine with me. Were basically agnostic. If we can deliver one on mobile, even better. I always tell people, lock for something that works regionally and goes nationally. Were in san francisco, it worked regional, it worked national, didnt it . It started here in 2004 in the very beginning, Little Community forums. We actually were asking the question, is this going to work anywhere else . I remember brigg it to new york. All my new yorkers people saying this wont work in new york. They are not as nice. These guys are not going to give you if time of day. Here we are now, years later, people love the thing. Theyre using it all the time. We have gone city by city now, over 100 different cities. Across the world. This has become an international phenomenon. Are you surprised people supply the content to you for free . Facebook, the same thing. They arent looking for a dollar from yelp. We started with how do we make review writing fun . How do people want to do this . Self expression. Why did people create tumbler blogs . Do status updates on facebook . They want to share with people. We created a platform, the best way to do that is to write about local businesses. If you are an advertiser, you put an ad in, say there is four bad reviews of your restaurant, why would you continue to advertise . Why wouldnt you call screaming at jeremy saying i want those bad reviews down right now . Were living in a new world. The cat is out of the bag. Your customers will be writing these reviews one way or another t. Vast content is neutral positive. If you are doing a bad job, people are saying negative things about you all the time, guess what will happen . It has nothing to do with yelp. You will go out of business. The reality is most businesses are doing fine, every day, theyre getting good reviews on average. They like to advertise. Do they yelp in germany . They do now. We actually acquired a company, quite late last year and weve just completed the integration in germany. So we got traffic up. Content is up. Its looking good. Its givens an acceleration in germany. We were doing well organically, this is an incredible growth in a short period of time. What happens if i want a reservation, a coupon and a review, i got to go to groupon, open tip. Go to the yelp. Why cant i go to one . Were trying to bring that all into one place. Actually, you can book a reservation seamlessly from yelp. Food delivery is a new one. We got this yelp platform. We started with partners, one delivery. Com. The other eat 24. So you can go through your phone, navigate through the menu, order a bunch of food, have it show up at your door, you never left the yelp app. Its an incredible experience. We node that for dentists, doctors, you name it. They will advertise . I that, sure. We got plenty of dentists advertising plenty of doctors him people are talking about tell on yelp. What better way to get that word of mouth out than to broadcast it to the 117 Million People coming every month checking this service out. Now, when you go to a new city, okay. How do you follow up . Because when i look at your presentation on the sales force, i actually saw your dream force presentation. Sales force is involved in your company . Oh, yeah. We use sales force, theyre fantastic. Thats basically how we are driving this incredible revenue. We hire people, train them up, teach them about our ad products. They are talking to small businesses. So many of them are still spending their dollars on the yellow pages. I want to ask you. Literally, yellow pages still exist. Why dont they exist . I dont understand that myself. That itself why we are on the phone, saying you got to get this online stuff, start doing it, get online. Thats where the action is at. Thats from the eyeballs are at. Thats how you will make more money, is investing online. A lot of people say, jim, you keep recommending this shelf, theyre out of their mind. Theyre not even showing a profit. I kind of felt in order to dominate the world, which is your game plan, its not the right time to show a profit. If you wanted to, though, you could. You should be running down. You got it. You nailed it. 101 is you got to invest in the Business Today if you want it to be huge tomorrow. You think of amazon, besos. They are investing all the money they make into building a bigger and bigger business. Right now, we got this enormous tount opportunity. 57,000 businesses are paying us. How many local businesses in the u. S. . 20 million in the u. S. You go outside the u. S. , now were talking about 100 million. So when you got this ocean of opportunity, you are crazy to slow down and say, you know what, im not going to spend all this money hiring sales people today i know will be profitable. You got to put if money in now, which moans you are not profitable at the moment. One of the things i like, analysts get their arms around. Are you doing this in an environment where there is not a lot of business creation. Do you see that changing . I know people thought october was the beginning of a better month . Are you seeing whole new clients that didnt exist a year ago . Its hard to say what the macroenvironment is doing right now i want to say, listen, it got bet glory if we had 18 million of the 20 million out there signed up, i can give you a better feel. Right now, growth is coming from the opportunity in front of us. Were doing really well. Were one data point. Were growing it. There is so much offline, switching online, so i cant really give you a detailed macroview right now. Ma ib in a few years, well talk about it. Fair enough. Thats the ceo and cofounder of yelp, yes, i still want you in the stock because i love the growth. You want a profit . They can show it to you. How about a win . Stay with cramer. vo you are a business pro. Maestro of project management. Baron of the buildout. You need a permit. To be this awesome. And you. Rent from national. Because only national lets you choose any car in the aisle. And go. You can even take a fullsize or above, and still pay the midsize price. aaron purrrfect. vo meeeow, business pro. Meeeow. Go national. Go like a pro. It is time, it is time for the lightning round. I tell you whether to buy, buy, buy, or sell, sell, sell, when you hear this sound, len the lightning round is over. Are you ready, skidaddy . We start with steve in missouri. Steve caller hey, jim, a minute ago tigers booyah to you. We love the mazoo. Whats up . Caller i am talking about a stock you mentioned in the past. They had weaker than expected earningings and guided lower, but revenue is still growing for chart industries. Ing o. I said after that quarter when they were in the 100s, i could not get behind the company, until i need the ceo. Why . Because i frankly did not understand the shortfall and until i do, i cant get behind it. Ied into to go to willie if florida. Willie. Caller jim, how are you doing . A gobble, gobble, boo you to you. Sweet kind of boo you to you. Kwhats up . Caller all back in may, i came out with ingus tickered at bya or boya. I understand it has something to do with the buyout. I have been doing fairly well. But i never see it reported on cnbc or see it on the sticker. Well, so you know, a lot of peel didnt like this company when it became public. I myself was skeptical. You got a very good run in it. That said, i like lot others better. Im going to tell you to sell your boya and move aggressively into something my Charitable Trust is buying. Lets go to chris in indiana. Was that artistry . Caller thank you for helping this guy. I purchased fi on october 4th franks international. I was surprised at that shortfall. It happened when i was away. I got to getpy arms around it. Boy, it does seem disappointing. Let me come back and physical out what the heck happened to franks. Sorry i have not answered the questions. I have not done enough work. I have been on the road. I will answer. Justin in florida, skwus tin. Caller how are you doing . This is justin from florida. Im calling about sandridge permian. A yield, when you see a yield that high, i am throwing the red flag. I dont care, somethings wrong. Lets go to brent in texas. Brent. Caller carl doug, from san antonio texas, i have an arkansas razorback sweet byebye bye booyah. I dont know how that goes, dont go to florida. Whats up . Caller talk to me about Online Gaming stock boyd. I dont need. That i got las vegas sands, top of the line. The stock has already come down from the high. I say lbs. Lets go with best of breed at all times. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by t. D. Ameritrade. Like, really big. Then expanded . Dream force i got a chance to speak to a ton of ceos. So tonight we want to take a look at one of my absolute favorite Consumer Product companies. You know i have been behind it a long time, its jardin. More than 100 different outdoor brands. Rollins baseball gloves, the latest model is interesting. Maybe not in your store. Mr. Coffee machines, oster blenders, candles too with the 1. 75 billion acquisition of Yankee Candle, which closed just last month among money other household name products. They are fabulous at finding tiny niche bargains. The Company Reported at the end of october and boat wall street estimates in addition to outstanding 5. 5 organic growth t. Stock is giving you a 51 return since 13 months ago when i pushed it hard. Dont take it from me. Lets check in with jim willie the ceo of jarden. Dont worry, mr. Franklin still with the company. Welcome to mad money. Jim, its great to be here. You made this gigantic acquisition. Yankee candle went private for 1. 7 in 19 sfivenlgs you bought it for a different amount. What is different from the one that went private and the one you bought . Look, they paid a nice price for the business. We got a fair price. We were able to boy it out of a busted auction. We came out with the right time and timing and certainty. We were able to close a deal. That made Madison Dearborn happy. Typically, when these companies are privatized. They fix them. Is this a Better Company you bought for 1. 75 billion . Its a brilliant company, like all jarden brand, it can be better. Fair enough. There is some crazy stuff, i regard innovation as work day and viva and salesforce. Com and drop box. You are doing i think these innovations the crock pot Entertainment System . Yep. We have the hookup system. I think its over my shoulder where people can plug in one, two, three, four units, depending on how many people are coming over. Have a variety of horsdouvres. The nice think about a crockpot, can you personalize it at crockpot. Com. I have here what i think is going to be our top holiday sellers. Walmart has that. I think everybody has it and wants it. There you go. When i see these things, i recognize them, do i do crockpot . I happen to like them. Obviously, you got some demand for entertainment or you wouldnt, i dont know how you come up with something like. Look, people are entertaining a lot at home. We try to build product that people both want and need in to go further, you have been able to compel in Digital Media for one of the biggest products in the world the ball jar . When i joined the company 11 years ago, it was doing about 100 million in revenue. We have surpassed that this year, we will do 200 million. Wallai use them because i cant, how did you go . Or beenic moles, healthy feeding, supplementing the grocery. Its all about healthy home and organics. We created a product thats fresh reserving as opposed to home caning. Now, sunbeam pet purifier . I think thats probably a pet water purifier. Why . They dont know the difference. I think people are spending a lot of money on their pets, dogs in particular. So we created a pet category five years ago that is meant a to focus on things that people want to buy for their pets, whether its clippers, pet shampoos. Its a great business. Is that into pet smart or private label . Where do you sell it . Its all categories, you can find it at walmart, petco. When do you a bicycle, does anyone, how about this one, heres one i remember, my parents used to smoke tents when i was little. They had ohio blue tip, then it disappeared for a long time. Its back. So we brought this back. This is a brand when we bought diamond brands in 2003 had been put on the shelf and going on the internet, seeing that people are interested in the brand on ebay, we decided to bring it back and we were able to increase match sales 30 this year by reintroducing a brand with legacy heritage that people want and love. I love it. 5. 5, when i hear that, organic. I reach one of two conclusion one, you are killing it away from them, all the other competitors, or, two, you are gaining share, but this is supposed to be pretty good. I mean, you look great. The number of skus you have has to be significant. So we have 140,000 skus. But the nice thing about the growth in the quarter is our outdoor business grew 4. 5 . The brand to consume business grew 5 t. Appliance business grew over 6 this year. I cant be that negative when i hear those numbers. Look, i think the economy is healthy. I dont think people are fearful of losing their jobs. The government shut down. Those people are getting their money back. You are seeing nice evolution in the consumer. We are certainly seeing it in our numbers. You saw it in home depos numbers as well. In my take away, things cant be that bad. You dont get this discretionary purchasing. I think things are pretty good. I want to thank one of our absolute favorites. I think Yankee Candle is a big winner for them for this Holiday Season. Mad money is back after the break. Hi honey, did you get the toaster cozy . Yep. Got all the cozies. [ grandma ] with new fedex one rate, i could fill a box and ship it for one flat rate. So i knit until it was full. Youd be crazy not to. Is that nana . [ male announcer ] fedex one rate. Simple, flat rate shipping with the reliability of fedex. Raw emotion. Those who own the stock say its terrific elan musk has asked the National Transportation safety board to look into the three reported tests the model s fires. That level of confidence is inspiring them. The buyers seem to be saying, hey, listen, make it a clean breast of it. The haters say pretty much the same thing. Theyre cheering the transportation board is looking into it in a formal y way. Why bother if there isnt something structurally wrong with the car . Its a machine of love and hate. The bears say tesla is ridiculously overvalued. A 2 for the year, they find that absurd, ply now a possibility sales could cool t. Bulls sigh its a silly fire issue. So the discounts are fully baked into the stock price and its time to buy, buy, buy. Who is right . Like with so many stocks classally overvalued, only time will tell, when they sell 200,000 cars in a short period of time, say a couple years, the other Auto Companies dont compete with them, then the stock goes higher. Maybe much higher. If tesla sales, the company has to redesign the engine in an expensive way, the stock could be way to higher. Especially if you get another confirmation or two. Its people who like the car, vurz people who ate the stock. I believe tesla stock is largely held by investors who dont have that much savvy about how stocks trade. They have little regard for the valuation ratios, worth valuations, say gm, ford or toyota. They are betting these Retail Investors will come to their good senses and recognized, hence, its so important for them to showcase the fires, wait a second. I mean, isnt this kind of excessive, given the companys cars fires all the time everywhere . Every company, gm, ford, they all have fires. They are a lot more severe than the ones tesla had. But as naive or scornful as the investors have been up the traditional valuation metrics, the short seller seems to be just as perilously in denial about their own power to make things go wrong. Way too many have ganged up on this stock. More than quarter of tesla has been sold short. Which means there isnt enough natural supply, the shorts cant create stocks, as long as elan musk doesnt create money, in new stock is coming on the market, i believe thats why they rallied on the list. Down at these levels, there doesnt seem to be as much worry by real owners to offer enough stock to make tesla go lower. Its the longs and the shorts, that has so many people plummet. Yours truly. The stock, its over the voracious nature of those who believe versus those no need the stock down at all costs. Thats what makes tesla a colt equity. Its the most removed from the fundamental also of any stock in the market, therefore, it cannot be gained. Therefore, the buyers love it. The sellers hate it. It doesnt merit serious analysis. Just the sight seeing of the battle from on high, taking in the excitement while distinctly avoiding an actual appearance in the arena. Stick with cramer. vo you are a business pro. Maestro of project management. Baron of the buildout. You need a permit. To be this awesome. And you. Rent from national. Because only national lets you choose any car in the aisle. And go. You can even take a fullsize or above, and still pay the midsize price. aaron purrrfect. vo meeeow, business pro. Meeeow. Go national. Go like a pro. The ocean gets warmer. The peruvian anchovy harvest suffers. It raises the price of fishmeal, cattle feed and beef. Bny mellon turns insights like these into powerful investment strategies. For a university endowment. It funds a marine biologist. Who studies the peruvian anchovy. Invested in the world. Bny mellon. So you can have a getaway from what you know. So you can be surprised by what you dont. Get two times the points on travel and dining at restaurants from chase sapphire preferred. So you can taste something that wakes up your soul. Chase sapphire preferred so you can. Sometimes emotions get in the way of making big money. For instance, you may hate j. P. Morgan. I know a lot of people that do. They are happy they pay 13 million to the government for these fines. You know what . All i care about is j. P. Morgan has better earnings power. Because my Charitable Trust owns it. You should be gratified. It gets the government out of the picture to a large degree and you can actually physical out what j. P. Morgan can be worth. I got to tell you, its worth a lot more than its selling. There is always a bull market somewhere. Right here on mad money. Im jim cramer. I will see you tomorrow welcome to the kudlow report. We are live at 7 00 p. M. Eastern, 4 00 p. M. Pacific. President obama may be caught in another lie on obama care and scott walker is about to join me to talk about it. But first up, we have breaking news. In what sounds like a valedictory speech. Bernanke making comments about qe 3 right now. We have an advance copy of the speech and hes all over it. Yeah, hes going out on a dovish note, larry. The fed chairman saying that he the fed has committed to accommodate a po