The fed is not going to get in the way of a good holiday season. You know what . Heres something you can never do, you cannot fight the fed. And thats led to this bull markets continual rejuvenation. I think next week the same getting closer and closer to year end. I have to remind you again that of the four times weve come into november up more than 20 in the s p 500, we have never been down for the combined months of november and december. Thats a big reason why earlier this week when the end of the world came out i gave you my whole story handbook on bull markets. All happy bull markets are the same. And you have to buy them on any weakness. No wonder tulsa was one of the few richest in his time. Whats your game plan for next week . First, on monday we hear from perhaps one of the most Impressive Companies i have dealt with in ages and it is called workday. We spoke to coceo of workday and i was blown away by the ambitious nature of what his company is accomplishing. Theyre offering a cloud alternative to take care of all the Human CapitalManagement Companies need to do. Something currently the domain of oracle for many large enterprises. Workday saving Company Fortunes by handling payroll and Human Resources issues and expanding into a trojan horse model. Once its embedded for Human Capital and demonstrates proficiency, it can migrate to the actual financial portion of the enterprise. I think its going to have terrific success. Workday is the single most highly valued company we talk today in this past week. Its so expensive because they built people soft which did the same thing in a more Old Fashioned expensive noncloud way in what was a hostile takeover. So management knows how to do this stuff. Wooing oracle customers via a cheaper better suite of cloud based products. On a salesforce. Com platform i might add. Theyre trusted. And when they go up against oracle whenever an oracle contract ends i believe they win most of the time. One slip up though, one slip up when they report this quarter monday anything other than a beaten raise and this stock will indeed get hammered. Thats what happens when stocks are ultraexpensive. Its the chance you have to take if you want to bet on this company being the next oracle or sur planting oracle for that matter. Palo Alto Networks recently spoke with the ceo. He offered Network Security systems throughout many different enterprises. It too is highly valued. Some of the analysts were disappointed when the last quarter was reported. The company has a patent with juniper hanging over its head. Cyber security is here to stay and makes palo alto on a quarterly miss. The most important report we get comes on tuesday. And thats from the venerable Hewlett Packard. Yes, they will announce earnings that day and david faber and i will be talking to the ceo. This stock left for dead around this time last year now up a staggering 77 for 2013. I dont think its done. We talk of a bottoming personal computer sales. Taking a huge amount of debt to go private. We know Hewlett Packard has done a Ground Breaking deal with salesforce. Com to extend its cloud reach and extremely valuable printer franchise. We know the company boosted dividend recently. All this sounds pretty positive to me. I would not be surprised if hpq delivers a number higher, not lower. I like meg whitman, i think shes doing a terrific job. Unlike workday, it is not expensive and has a decent yield to fall back on if the company does indeed miss earnings or have the guided lower. Weve had so many retailers report this week that i dont know about you but im experiencing a bit of retail fatigue. The ceo of gap used that phrase and i liked it so i appropriated it. There are three retailers i like very much to put up good numbers next week. Tiffany, Cracker Barrel and dsw. Could there be anything more different than do people who go to Cracker Barrel wear tiffany and designer shoe warehouse shoes . Just a query. You can answer it on z box. Or something. Anyway, all these winners are either at or near their 52week highs with Cracker Barrel up an astounding 81 while tiffany and dsw both up 41 . Ive had all three post solid results. Dsw offering best shoes for less. Tiffany remains one of the best ways to play the strength of the high end consumer. As for Cracker Barrel its often found along the interstate. And with gasoline so low, i bet Cracker Barrel has a real good story that requires two spoons of crushed lipitor to be served in the coffee that always comes with it. We recently spoke to tivo. Remember that . Thought that guy was mr. Tivo. And heres a company morphed from being a litigation story to more of an earnings and partnership story. 1. 6 market capitalization, this is the cheapest stocks in the universe. I feel tivo might run up in the quarter. I think it represents great value. What else . Kind of rest of important Economic Data coming. Wednesday is a dull day typically, but look at this lineup. This is what i call a jam packed lineup. Okay. So weve got the initial jobless claims, durable goods orders, Consumer Sentiment and report all in one morning. Normally i wouldnt be sweating these but because of the holiday weve already thinned. Strong reports on two of these four, bond prices plummet and Interest Rates go higher. Thats what happens. On many preholiday ive seen these extreme moves because the market is so thin. 3 rates on a 10year cause i think the following will happen. I think we are i fear that short sellers will try to push bonds down betting the fed will have no ability to move them back up. Do not trifle with the fed short sellers. I know the fed doesnt want the yield on the 10year to go up. Im most worried about it jumping rates because the fed has what i call virtually unlimited fire power. Thursday, thursday is turkey day. I got some real bad news. Im not pardoning mine. Anyway, my sister and i are buying the traditional turkey from whole foods. We always do that wfm. And get this, were spatchcocking. Google it. I know. My sister said were spatchcocking. Google it. I told coceo, last day of the week is black friday. And well hear the usual tails of woe even about retail as people are scratching and clawing to get the bargains so many need because times are still tough out of the great recession. The dow and s p 500 finished up 65 of the time while the nasdaq is down. 59 on average on that day and has finished up 70 of the time. In other words, its going to be a real good one if history is right. And i think it will be. So let me give you bottom line. When the traders sell the market down on wednesday and rising Interest Rates as i fear, the end of the world therefore surfaced. You mite want to buy some of the stocks of companies with terrific earnings monday and tuesday and otherwise would not be down at all. Can i go to kevin in virginia please . Kevin. Caller booya. Jim, thanks for all your guidance and wisdom you bestow upon us. My question is about viropharma. This is the sound of people run by a pharma in my recommendation. Enough said. Can i go to lyndon in florida . Lyndon. Hey, jim. I just want to thank you for breaking down the technicalities of the market for us. Laymens terms. Thank you. Thats the goal of the show. People ask me what do i want to do, i want to make everybody stronger by informing them. Kind of like a doctor. I want you to be the best patient possible. I dont want you to be a doctor, be the best patient. Whats up . Caller appreciate it, buddy. Listen, ive had back before the spinoffs and everything done really well with it obviously. And finally listen to you and my broker and took some off the top last year. And it was enough to dr portfolio and i want to say thanks, buddy. You are quite welcome. Caller how does Philip Morris look in the future . Im worried. Remember in new york city go by the people smoking outside the buildings and you always think to yourself, man, those guys are killing themselves. Guess what, the rest of the world has woken up to that too. I think everybody in the world is going to crackdown on smoking. I think pm is a sell, sell, sell. First time ive felt that this week. Next week, short one. Expect a pullback on wednesday. But use that to look at some of the companies that reported strength on monday and tuesday. And i want everyone to have a great thanksgiving. Mad money will be right back. The four horsemen of the big pharma apocalypse are back and theyre flying now. For weeks they had drifted lower, slowly. Under heavy pressure from an economy that looked like it was accelerating. [ engine revs ] [ male announcer ] the mercedesbenz winter event is back, with the perfect vehicle thats just right for you, no matter which list youre on. [ santa ] ho, ho, ho, ho [ male announcer ] get the allnew 2014 cla250 starting at just 29,900. [ male announcer ] the parking lot helps by letting us know whos coming. The carts keep everyone on the right track. The power tools introduce themselves. All the bits and bulbs keep themselves stocked. And the doors even handle the checkout so we can work on that thing thats stuck in the thing. [ female announcer ] today, cisco is connecting the internet of everything. So everyone goes home happy. Losing thrusters. I need more power. Give me more power [ mainframe ] located. Ge deepsea fuel technology. A 50,000pound, ingeniously wired machine that optimizes raw data to help safely discover and maximize resources in extreme conditions. Our Current Situation seems rather extreme. Why cant we maximize our. Ready. Brilliant. Lets get out of here. Warp speed. The four horsemen of the big pharma apocalypse are back and theyre flying now. For weeks they had drifted lower, slowly. Under heavy pressure from an economy that looked like it was accelerating. Causing people to want to sell recession boost stocks as well as from the overheating of the biotech ipo market, which has just gotten out of hand with deal after deal going to a premium. Way too hot. As im a longterm believer in this group whos become accustom to the swoons, i thought it was opportunity to pick some up. Today that judgment was vindicated although its not too late to add your positions. Lets go over what happened that got these stocks going. First, we know that the fed is still very worried about economic weakness in this country. So they will fight to keep Interest Rates lower. At the same time the consumers strapped. As we know from the retail reports weve seen. And that kind of tepid deflationary economy money tends to gravitate toward whoever can grow the fastest. These bigger biotechs fit the bill. Second, yes, that economic world view does matter second host of the end of the year drug approvals particularly from europe. Consider in the last 24 hours alone weve had a ton of good news. Gilead got a market for supporting the pill for a hugely problematic condition. That put strength in the companys core hiv franchise causing analysts to boost numbers for this giant which many thought was going to slummer right into 2014. A European Panel approval for a drug to fight pancreatic cancer. Skeptics are being proven wrong. That along with negative chatter about some rumblings about toxicity problems has put a pep in the step. Which had been stalled in the 150s for quite a bit. Now, celgene is breaking out to new highs. I follow because i believe it can earn 15 a share in 2013. Yep, when you look at the out years, meaning more than just 2014, this company is even cheaper than pfizer, lily and bristolmyers. This stock jumped 20 points before the opening bell rang and continued to go higher because it got the nod for the new drug. Biotech is a funny animal here. I dont know anyone who wasnt close to this company. And we said on air repeatedly that didnt think the approval would come. But as often the case it still prompted a great deal of buying, perhaps from short sellers who thought the sector after starting the year strong had run out of gas. And regeneron got a market for japan. Thats going to continue to help the company maintain its streak. Remember we had lynn on not that long ago. Given theres a new mandate to reduce bad cholesterol, i think this could spur a huge 2014 if the company can get that accelerated approval from the fda. Remember, from bio gen today, expected approvals can give big jumps. The four horsemen from the big apocalypse had been wandering in the wilderness. That stay looks to be over. I would buy all four even after these runs as these stocks are going to be anointed as goto names for the rest of 2013. I need to speak to brian in washington. Brian. Caller booya, cramer. Wow, man, you are a player. Youre playing. Whats up. Caller hey, cramer, i would like to wish you of your team and pros on mad money the best of holidays. Happy holidays to you guys. Well, everyones coming to my house for thanksgiving. Not. Caller thats great. Unlikely. Caller jim. Yeah. Caller the rest of the country we have some Great Companies here in the northwest. Im looking at seattle genetics. Oh, man, i like that stock. We had on last night terrific. I absolutely think thats another stock that could rally into year end. Thats a great, great call. And thank you for those kind comments about me and my staff, whom i love and will be partying hardy at some point during the holiday season. Now go to anton in new york. Anton. Caller hey, jim, booya, first time caller in new york hanging out in sunny florida. You got a buy rating on it a few weeks ago, been real volatile. Had about a 12 market move yesterday. I own the stock. Little bit nervous about it. Well, i think you have reason to be nervous. The stock has moved up so huge. Ive been telling everybody, look, we recommend that stock at five and six, its going up so much Everyone Wants it to go back to 12 before they take any off the table. Take a little off the table. Its okay. Its okay. Taking a profit has never hurt anyone. As the year comes to an end, looking for a place to make your portfolio healthy, wealthy and wise, look to the four horsemen of the big pharma apocalypse. After the break, try to make more money. Retails become downright treacherous, people. I mean, i got to tell you, that is really the only way to describe it. I dont think ive puzzled more over something in the stock market than i have over whats been the multiple retail conundrums that this periods given us. But now sifting through most of the quarters, listened to Conference Calls and read through the research, i think i finally have a handle on it. We tend to think after the high profile disappoints of jc penney, target, that all retail must be weak. But that would be totally the wrong takeaway. Let me break it down to you strongest to weakest. First, if you offer definitive value to people, a demons rabble low cost set of alternatives to everyone else, guess what, youre doing really well. Who fit that bill . Well, costco did. And tjx. They both reported terrific quarters much better than any other retailer. Tjx initially responded positive to own earnings has given up some gains because of the weakness in off stores. Set some pretty disappointing things on last nights Conference Call including the business got worse as the quarter went on. Thats a kiss of death. You know what, i think this russ stores, tjx thing, i think its a fatuous comparison. It simply didnt have the right merchandise. And more importantly didnt have the right Bargain Basement goods purchased with cash from others, mostly ailing retailers. Plus tjx has a European Business going like gang busters. We were kicking ourselves that the trust was restricted because i talked about tjx but we unhesitantly would have been buying tjx hand over fist if we had not been restricted. The tjx ross store comparison reminds me another. Home depot and lowes. Home depot like tjx put up terrific numbers and lowes didnt. Fortunately because my trust owns lowes, the numbers and outlook werent as disappointing out of ross. Best of breed is way to go and home depot is best of breed. Why didnt i own home depot than lowes . Because home depot is consistently great, but lowes was going for not so hot to good. Sometimes those are better. But the expectations got ahead of lowes. And good is no longer good enough. Serves me right for deviating from my best of breed mantra. Next up, any apparel connected to sports and where you can buy it. Both dicks and foot locker reported excellent numbers but only foot locker bounced like it should have and hit a 52week high today. Dicks lagging but it shontd be. Further we can extrapolate to nike, dividend boost and underarmour called out positively by dicks management. Underarmour been sluggish lately. Home goods did well this quarter. Williams sonoma a 22 comp from west elm. I always throw that thing out. I get a catalog like seven or eight times a day. I toss them but somebody else is using them. Those numbers are amazing. That apparently is a price point that pleases so many that west elm may be, yes, the hottest brand right now in housewares. Incredible. I think the home goods helped macys to stand out as really the only Department Store that has a terrific home goods platform. But terry london, the ceo, indicated power very strong there through october. That is rather amazing given that many other retailers are complaining about how washington wrangling hurt that months sales. I guess the people who go to macys dont watch the news. Okay. Enough of the good. Lets talk about trouble. The big discount retailer seemed to lost their way, target, walmart, jc penney. They do some soul searching. Theres an astoundness the sense companies dont offer what the consumers need or want. Its as if the bargains and sales theyre throwing arent resonating in this nation. I have to tell you i wouldnt know what to do if i were running one of these companies. I dont know how to get them back on track. Theyve become hostage to the growth of a domestic economy. I have to tell you i cant think of a reason to buy them. Because i cant imagine a reason for their sales to turn other than if the economy gets strong. And then theres a host of other companies that are better to buy. You want tough stuff, you consider i mean this is really consider the cut throat world of organic and Natural Goods groceries. Man, we had a serious blowup last night from the fresh market. A company that had real momentum. And not that long ago looked like it was going to be a serious and legitimate challenger to whole foods. Fresh Market RegionalNational Story simply may not be up to this level of growth stumbling badly in two new markets. Sacramento was downright nasty. Given the stocks hefty 30 times earnings multiple, it couldnt withstand the weak number and thats why the stock fell more than nine points to 40 and change today. Thats hideous. We know fareway also had a tough quarter. Had to cancel collateral damages from the fresh market number reporting after the close. Closing thought on the group, when we heard from whole foods management much earlier than the whole crop of stores they cited cannibalization and cropization. If anything i now feel better about whole foods after this fresh market debacle because i think whole foods has no operational issues and can get through the period without too much more downward pressure. If you want to know what i feel is the absolute worst, teen apparel. This group is a first class disaster. I dont think theres a reason the world to own any of these stocks. Im sick of hearing them. I expected nothing good from aber com bee. Youre killing people. Youre crushing them. Youre like think about what you do over thanksgiving and maybe change your mind and stop doing it. Finally, lets go over the opportunities and total anomalies in the quarter. Game stop found a competitive environment for the holidays. No kidding. Use the reset they gave you and the weakness that pervaded the stocks after to buy both. Thats what i want you to do. You know, ive been thinking what a gift that these two turnaround plays gave you. They derisked the stocks. Again, talking best buy and game stop with the new video game consoles coming out, i want both of these stocks. I would buy both best buy and game stop. Then theres the bizarre conundrum that is the newly public retail a vince, same as michael kors came public in. This comes on the heels of the container store, the incredibly richly valued home goods play that rallied a couple bucks today. I wish everything werent so all over the place and the companys results werent so varied. But heres the bottom line, the incredibly bizarre nature of the earnings and the reaction to the earnings can produce, i think, some of the best opportunities if you buy the winners that come down with the losers on an s p related selloff or guilt by association trade. That means you want to be buying tjx, costco and home depot when you can and best buy and game stop on monday morning. Lets go to danielle in kansas. Danielle. Caller hey, jim. Happy friday. Same. Caller hey, i have a question about Limited Brands. They had an impressive third quarter, great profits. However, they issued a more conservative forecast for the fourth quarter. Given that its a holiday season, even valentines day, should i expect the Limited Brands to continue to rise . Or do you think this is a good longterm buy and hold for my ira . I want you to actually you know, i saw that. I went over the quarter and i said, geez, i think theyre doing what i call sandbagging. I think theyre being a little more negative than they should be. I agree with you. This is a very wellrun company. Victorias secret didnt have a great quarter, but i think your instincts are right. The stock of ltd now known as l brands. Heres Retail Therapy for you. One week ahead of black friday, varied results means you should buy winners. Tjx, costco and home depot best in show. Best buy and game stop, theyve slammed them for you. Now theyre ripe for the pickings. Stay with cramer. Customer erin swenson ordered shoes from us online but they didnt fit. 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. [ man ] adventure, it means taking chances. It means trying something new. [ woman ] just, that uncertainty of whats to come. [ man ] just kidding. Can you please stop doing that . [ woman ] you walk outside in brooklyn, and its cement and broken glass. And this is just like. The opposite of that. It is time for the lightning round play this sound and then lightning rounds over. Are you ready . Lightning round im going to start with tom in new york. Tom. Caller hey, cramer, its tom from new york. Good to have you. Caller my book value has increased greatly. Good man. Whats up . Caller emb, im a shareholder of em bring. You know how much i like embry. By the way i regard pipelines as safe. Rail is not as safe. And all going for rail. I go to kristen in texas. Caller booya from big d, jim. Right back at you, kristen. Caller hey, i want to thank you for first and foremost im active subscriber, i have all your books and youve made me mad, mad money. Doing okay with my tablet trust. Thank you very much. Whats up, kristen . Caller calling about kirby corporation. Oh, the barge business is fabulous. Recommendation of mine for about two years and im sticking with it and its just done better and better. Great call. Michael in florida, michael. Caller booya, jim. Booya. Caller this is mike from cape coral, florida. I want to say thank you for all that you do for us home gamers. Thank you. Caller and whats your thoughts now on tlab . I know they were up 4 yesterday. Should we keep holding or is it time to sell . You know, its in the sweet spot. Boy, ill tell you, its got the electric etching. Its a stock that ive done for a very long time. I think that that the risk is already out of the stock because they already said some bad things. That said can i just tell you something that i think lrcx is the best. And i am going to tell you that i think as good as that one might be lrcx is better. Lets go to betty in illinois. Caller booya, jim. Booya. Caller i have a question about wendys. Stock pretty volatile this week. We sat down with emeril after that quarter. I said buy, buy, buy. Its up a dollar since then. And you know what im saying now . Buy, buy, buy. I think that companys here to stay. Lets go to ron in texas. Ron. Caller booya to you, professor cramer. Sweet. Caller listen, im feeling hungry, jim. Do you think lgs will ignite with the release of catch and fire . We got to remember the stock went up last time going into the first the hunger games and came back down. I like the trilogy very much by the way. And i think its actually a real good read too. I read it with my kids. Go to tommy in georgia. Tommy. Caller whats up, jim . How have you been doing . Ive been doing real well. How have you been, tommy . Caller ive been doing great. Whats up . Caller i was wanting to hear what you think about tyco international. Oh, geez, i like tyco. Spinoff couldnt get the wrong lightning round. Dont forget salesforce. Coms huge dreamforce conference where we learned so much about the cloud. Theres a Tech Revolution happening right now. But youd never know it because the revolution is really about how companies do business. And that just doesnt have the media sex appeal of the next big consumer gadget. It may not seem sexy, but these Game Changers have produced some incredible gains. Thats why i want to go off the tape with a privately held company right at the cutting edge of all this cloudbased innovation. Im talking about ken andy. A cloud based provider of Resource Planning software. When we were at dreamforce i got the chance to speak with the legendary founder chairman and ceo who earlier had such incredible success with ask computer. Take a look. Youre one of my idols. I remember when i owned ask for my hedge fund when i recommended ask at goldman. I want to know why you come back. You quit on top. Well, its true. I did quit on top. And it was very compelling to just stay retired and enjoy the life. But, you know, how often do you get the chance to really reinvent the same market twice . It really is, right . I mean, this is the new ask in some ways. Absolutely. Kenandy is really ask on the clouds in a lot of ways though its totally new software. Were totally native. Not one line of code from the old ask. Theres a motherly aspect to kenandy. Well, there is. I mean, of course manman mama changed to manman. And the name of the company. And now its kenandy, ken and andy, my sons names. There is that aspect. Theres a lot of talk about how Companies Get started, garage or whatever. You had a conversation with marc benioff. Absolutely. This was not on my bucket list. Absolutely not on my bucket list. I was doing a lot of investing and i said theres a real paradigm shift. Whenever that happens theres an opportunity for new companies to emerge. I said whos going to win in the cloud market . And marc said without missing a beat he said you are. I said, marc, you dont get it. This is not on my bucket list. Im not starting another company. Youre crazy. But of course we all knew he was crazy anyway. Yes. That wasnt adding information to the conversation. Okay. You understand the business. You can say the game in excellent book ceo that you wrote. Thank you. Theres a moment where you want to come public and its too early. Are we in that moment now for you . And are companies violating the credo of that great chapter . Wow, thats a good question. Do you know, i think its a crazy market right now. Yes, it is. I mean, if you ask the advisors they would tell you go when you can. And of course having the experience of going public, i know the steps. I think that theres not that many businesstobusiness companies out there that are really great. So of course theres this push to do it. I think its too early for us, but definitely we want to do it some day. We wanted to go in new york this time as opposed to nasdaq. Definitely. Have to do Something Different this time. I used to like that. I think people at home have to understand businesstobusiness which is why i think we have a great opportunity dell monte is a client. Even my mother. My 97yearold mother says take care of dell monte, theyre an important company. Go ahead. Tell us how you take care of them. Were very customeroriented. This is an interesting case because we are doing del monte corporate but during the time weve been working with them they acquired a Company Recently which is organic pet food company, natural balance, in l. A. They wanted to be up and running on kenandy, order to cash and everything in between. So all their business processes they wanted to be up and running the day that they closed the deal. Not 90 days or two years. They wanted to be up and running because the most important part of the value of getting the return on investment on an acquisition is to get your i. T. In place. So we were up and running with them on their acquisition the day that it went public excuse me, the day they closed. 90 minutes. Yes. 90 minutes. We had to wait for it to close before we could go live. Could you contrast that with the way it was . What would have happened . Well, in the legacy system typically it takes you nine months, you know, to install a system. So the fast moving pace of all companies right now, agility is so important. I mean, if you cant you know, thats the biggest thing i think the cloud lends itself to is agility, is to be able to with mobility, with collaboration, with, you know, realtime analytics and realtime visibility, those are the things Companies Need today in order just to compete in the market. Because its so competitive. Right. Thats what Something Like kenandy and the cloud allows you to do. Now, a lot of people have balked when ive recommended cloud companies. They say if you get a miss, youll kill people. In ceo ask how to miss, what was that like to recover . A miss of a quarter you mean . Yes. Well, i think, you know, its really tough. I think in the Public Markets you miss the projections by one penny, the market kills you. You know, i think that its and you know, you work very hard. And you havent done anything different today. You just didnt get one order that should have come in that quarter. So i think the whole, you know, focus on Quarterly Earnings especially when it could be one deal, especially when our deals are like, you know, half a Million Dollars minimum. Right. One deal will make a difference between a quarter. Thats a lot of pressure on companies today. But are these companies look, there was the ask e ra. Yes. Then there was an era where i call it the web van era which was just we talked eyeballs. Yes. We talked idea of momentum. And now theres now. And a lot of people feel that this era has a lot more to do with the eye bullier than the original ask era. What do you think . Well, lets put in perspective, okay. When the original software was written, i can speak to my market which is the erp, the order to cash and everything in between, the back Office Functionality that runs a company. And it competes with oracle and s. A. P. When manman was written and ask, we were still using electric typewriters. There werent cell phones. I mean, sort of cell phones. And there definitely was not an ipad. Yes. So the world has really changed. The technologys changed. And just like you have to go to museum to see a typewriter, electric typewriter, i mean, im hoping in the near future you have to go to a museum to see oracle and s. A. P. Software. Okay. I want to ask you about sdsh i got to go back over that. Youre the first person to be able to say that. Theres either somebody trying to friend them or fear them. Why do you mention those two names . Theyre Wonderful Companies and been a monopoly for a very long time. Yes. Its just amazing that theres been so Many Technology transitions and theyve still held. And thats because these kind of applications are very sticky. Yeah. Very hard to uproot. Very hard to place it. But you get the most value from an e. R. P. Application in the first five or so years. Once you hit the seventh e year youre not getting value anymore. And when you look at the mobility, building something from ground up that has mobile, thats native to it, thats global, thats multicurrency, that you have one database thats one connected database as opposed to a lot of modules tied together, its a whole different paradigm. So i think theres just an opportunity. I think oracle and s. A. P. Are Great Companies, but they become banks. Well, im glad you put it out because its i think people have to understand that the revolution there are winners and losers in the revolution. Thats my judgment. Uhhuh. Everyone else been very politic. I want to thank sandy, chairman and ceo of kenandy and so much more. Going to dreamforce was an absolutely incredible experience. Im so glad i did it after getting a chance to see it first hand i can tell you theres an Industrial Revolution going on in this country. Just because its traded smokestacks for servers doesnt make it any less powerful. Is it refreshing to hear hope and good things happening. When theres so much gloom everywhere else. Heres some more moments we caught up with some of these people leading the movement. This is it. Youre looking at literally a renaissance happening right now. Whats different today than 15 years ago or 14 years ago is the Technology Companies are building Real Products and Real Services and real experiences that are changing peoples lives. Thats why its exciting to me. I feel like, gosh, weve got 30 years of amazing innovation. Like if youre in banking, like preatm. Next generation of people coming into our company, i want to make sure they feel the same passion towards our customers and our goals and missions i feel in life. Theyre looking at a whole new paradigm. Theyre saying we have to be on the cloud. I dont think theres any company out there not looking at the cloud. This is Real Technology advancement thats changing the experience. Theres always something right around the corner. I think, you know, next year or two, boom, the entire environment could change and we could have disruption yet again. Huh. Fifteen minutes could save you fifteen percent or more on car insurance. Mmmhmmm. Everybody knows that. Well, did you know that old macdonald was a really bad speller . Your word is. Cow. Cow. Cow. C. O. W. E. I. E. I. O. [buzzer] dangnabbit. Geico. Fifteen minutes could save you. Well, you know. Before we get to your tweets, its time to do some homework before everyone heads off for thanksgiving. Back on november 5th, e lis in maryland asked me about acad. This biotech is one of the years best performers, so i said id get back to her. Companies lead drug candidates for parkinsons disease psychosis. The data is so strong pushed back up more than 300 for the year. The bulls envisioned more than 200 in peak sales and drug hit the market as early as 2015. Now become a 2 billion company with no profits and no products on the market. Where is it going from here . At this point i think acadia has become too hot for me to handle. I suggest you wait for a better entry point lower. Next up, november 11th, nick in georgia asked me about mazr robotics. A surgical robotics company, i needed to put on my scrubs and do some digging. A robotic surgery platform could totally transform the spine and neurosurgery market. People think next irsg. But as revolutionary as the company is, the company hasnt posted a profit since its inception in 2000. And 15 times sales, thats a real nosebleed valuation. I think you need to wait until we get a clear idea of how mazr will one day turn a profit before its safe to speculate. November 13th fletcher in texas wanted to know about tyler technologies, tyl, tyler operates as an i. T. Service provider to local governments. Providing municipalities with Cloudbased Software they need in order to automate things like property tax and billings. Ideal, right . Tyler has doubled in the last year thanks to strong bookings. The stock is real expensive. And if you want to own a software as a service play, you know what, i always say stick with best of breed which means stick with salesforce. Com or any other cloud name we had a chance to speak with this week at dreamforce. Crm is the best. Last but not least, chris in nevada asked me about a tiny speculative biocompany drtx. A onetrick pony focused on acute bacterial Skin Infections and lead drug candidate sent back three times. I think it stands a decent chance of being ultimately approved this time around. Probably early 2014, but the company is pretty low on cash. If you want to buy the stock, i think you ought to wait. Maybe they do a secondary offering and use the weakness that creates to build a position. With the stock this small, we needed to see more cash on the Balance Sheet before im comfortable telling you to pull the trigger. Now to your tweets, William Moller starts. He went to jimcramer, did i miss the train on jci. Massive sell and buyback announced this week. A huge position for my travel trust. My staff and i huddled, we decided to stay long think its worth at least 60. The answer is, no, you can buy it still. Heres one i got this from a lot. This is from t hinch. Heres what happened the last time, the stock ran up, the movie was a big success. It ran up again and then sold off and that was the time. Why should this time be any different . Now, tweet from fillen, wheres the next link to get your book before christmas . Cant find it anymore. Sad face. You can go to amazon and preorder it. It will not be available until the beginning of next year. But, you know, lets get ready. Maybe get it. This is called get rich carefully. Im beth. And im michelle. And we own the paper cottage. Its a stationery and gifts store. Anything we purchase for the paper cottage goes on our ink card. So you can manage your business expenses and access them online instantly with the Game Changing app from ink. We didnt get into business to spend time managing receipts, thats why we have ink. We like being in business because we like being creative, we like interacting with people. So you have time to focus on the things you love. Ink from chase. So you can. 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. Remember the winners, okay. Best buy and game stop. Those are down enough that you can buy them on monday. And thats what i would do. I like to say theres always a bull market somewhere. I promise to try to find it just for you right here on mad money. Im jim cramer, and i will see you monday what are you doing for a living . Art says, well, dad, i make money. Okay, how do you make money . I make money. Im a counterfeiter