Higher. Dow gaining 199 points. S p falling 1. 12 and the nasdaq climbing 0. 73 . Stocks had been going down for five days in the expectation that Interest Rates had to rise, because there would be such a huge burst of hiring. Bond investors had been selling down their holdings, driving rates higher, because they thought growth was too robust. Instead we got a cinderella Payroll Employment number this morning that gave people a reason to stop selling bonds and to start buy, buy, buy stocks, which had been dropping all week. Its a Pretty Amazing thing to watch. The same stocks that have been hammered going into the jobs report spring back to life. The banks, industrials, housingrelated names, the Consumer Product stocks. Its almost as if they were all priced to a huge bond selloff which wouldve driven rates up, and when they didnt happen, we put the labor report under the category i always tell you about. The big bad event category that is now behind us in the rearview mirror. And this and this happened at a moment when stocks were technically oversold. I followed the oscillator for a while. Short selling has sprung back to li life. Thought they had a chance to pick up performance. But the stocks didnt get hit in the short positions, they had to be taken off. Thats how clorox goes up a couple of bucks today. Thats how it happens. All told we got the number we need ed needed to understand how the market can complete the romp higher. Sure, its entirely possible theres another big land mine between now and year end. I hate theres talk of a budget deal. Weve seen that before. Once people Start Talking about it, some of the outlier politicians hear talk about a deal so they come out of the woodwork to try to scuttle it. And sometimes they really succeed. But that budget rounding is the last thing in the last month of the year that could be considered a big, bad event like the one we got this morning. So the possibility of a good december after days when people were getting pretty nervous, i mean, you know, look, you heard it. You heard people come on and say the end, the end. I think good news is now on sight with the end of the year. Theres only a couple of errant reports, couple of small pieces of data between now and january. So with that in mind, why dont we go over the game plan for next week, not that much in the earnings category, but theres some pretty big situations that are going to move. Are going to move. On monday, pvh reports, and now weve been getting solid clues about how the companys been doing. Jc penney despite the fact it has the sec issue had good november sales up 10 , and pvh ceo has told us on air hes got a Healthy Partnership for penneys izod brand. Macys option activity, last time macys spoke, they said things were good in apparel. Well, pvh has a hammer lock on ties and shirts. We know that g3 blew the doors off the quarter, one of the best quarters of this year of this reporting season along with conns. And we know that warner has had enough time under the belt to get the kinks out. So i think pvh will do well. It was disconcerting that the stock got hit today for 65 cents. Yeah, it was down 65 cents, though, to 130. And thats daunting on a big up day. That does concern me as a former trader that somebody knows something but the details, the clues are all there. Tuesdays more retail. And we know retails been incredibly inconsistent lately. More on that later. If youve been executing well, you can make money here. So i would bet that this First Quarter that we get from Burlington Coat factory as a public company, i think it could be a good one. I like that idea. One of the stocks weve been seemingly behind forever is auto zone, azl, because the average car on the highway is 11 years old. They need to keep the cars running. We heard pep boys on monday. Pep boys is bad. Do not immediately extrapolate autozone. Now, theres a trick to the stock you have to know about. People almost always initially dislike the quarter when it comes out. The first is almost always bad and thats been the time to buy autozone. Prep yourself, understand the real story is the incredible shrink share count. They had 563 million shares outstanding, now only 535 million. This company is totally committed to the buyback. And theyve come in with guns blazing within a couple of days after reporting. Wait for the quarter, expect the stock to get hammered, do a little work, but remember, this is a teflon equity. Go check the chart, it will bounce back, be ready. Toll brothers. Well, we know them, right . Thats the higher end home builder. They report tuesday, too. And in some ways this might be the most important tell for the week. I like tolls management. They were upfront during the crisis about what higher rates and lower rates mean. Whether theres overbuilding. Whether things have gotten too hot or too cold. They used to grade the regions. Is there a level where business drops off . Is there a level where things are overheating . I dont think like the home builders, but i think the homerelated stocks might get a kick up higher. Did you see lowes today . That stocks on fire today. Wednesdays costco day. Remember we visited mr. Gellenic at the harlem store . That was good. Now theres a lot of fretting when cisco reported numbers this week. Some say they were disappointing. I say youve got to put every number in context. Costco is doing better than about everyone else in retail. And thats what you need to think about when the Company Reports next week. Last time i got hammered. My Charitable Trust swept a lot of stock. Realizing costcos quarter was terrific versus the rest of the group. Once we saw the rest of the group. The stock went up ten points in a straight line. I think it could happen again. We also got a real elephant in the room situation, mens wearhouse wednesday. Theres a soap opera going on. The man that guaranteed we would like the way we looked if we shopped there, booted from the company. Then joseph a. Bank, attempted to try to take over mens warehouse, that didnt work, now theyre trying to take over joseph a. Bank, the stocks up an astounding 62 for the date. Its too hard. I do not blame you if you take profits in mens warehouse ahead of the quarter. Theres too much going on. Thursday we hear from one of the hottest Tech Companies out there, sienna, they used to come on the show. I tried myself, i am the head booker now. This ciena quarter is going to be great, its not going to be like cisco. Heck, theyre taking share from cisco, hence why this ones up 50 coming in and cisco up a puny 8 . I bet the stock keeps going higher, and that is buttress by the outstanding quarter we got from finnistar. This stock continues to trade higher and ciena will give it another leg up. The final Earnings Report well get that matters this week is from lululemon athletic. Theres a ton of cross currents here. Its with the product. Who will be the new ceo . Worries about retail, sports apparel. These are all recipes for me wanting to stay away from lulu. And its always packed. A lot of guys outside lululemon. What is that . Hmm. Doesnt matter. We need to see who the new ceo will be there and we need to see that this ceo will run the joint for a while before i get comfortable. Ive got to see a couple of quarters. And thats because the incredibly good Christine Day has announced shes leaving, but we dont know why. Sorry, that worries me. Shes that good. By the way, i would buy the stock of any place she goes, even jc penney if that miracle would ever occur. But otherwise im going to pass lulu, too dicey for this guy. Finally on friday, something we ought to be remembering. And we get a number that might help keep Interest Rates down, although not aggressively anymore, and thats the Producer Price index. We have zero inflation in this country, were going to get a zero on that number. And i think when people see that, maybe theyll remember that stocks do well when theres low inflation. As someone who hates equities when inflation is raging, i like stocks when inflation is tame. So does the fed. Watch this number, dont lose sight of the fact as long as theres no inflation system, theres plenty of room for the fed to stay the course if it wants to. Heres the bottom line, we got a picture perfect labor report today, at least if youre a bull. That allows us to focus on how companies are doing. Not just doing a bull and bear debate about whether the feds going to do this or that. My two favorite trades, not that those are important, but we can focus on stocks now. My two favorite trades are costco and autozone into the weakness i expect. And i want to hear what pvh and Toll Brothers say so we can do some ancillary plays. Those will be crucial to our making money between now and the end of the year. Matt in california, matt . Caller booyah, money maven. Ive got a twopart question. Not just one, two . Caller could at ts purchase of verizons unused wireless spectrum be the catalyst to boost its stock past the current 39 ceiling . And if not, what else could get it closer to the high of 60 back in 2001 . I was very concerned by the jpmorgan i think it was att got downgraded this week, i didnt like the tone of the downgrade. The downgrade was, basically, if you read it was sprint and tmobile are coming on. Its been a long time since weve had serious competition to the att verizon duopoly. Im going to tell you to stay on the sidelines of att, im not coming up with a scenario to buy it unless they do aggressive buying of something themselves and not just spectrum, a whole company. Keith in washington, keith . Caller hi, this is keith from Seattle Seahawks super bowl bound booyah how about those other teams. Caller washington. What are you . Like the 14th man . Caller well, im one of the big 12 men. All right. Good for you, man. I had to make that game lower, couldnt take it. Its too loud. Whats up . Caller what do you think about visa . I think visa is ready i cannot believe its stock. People dont like it as much as mastercard. Give me a break. I would sell mastercard and buy visa. Thats how strongly i feel about the situation. And i do like the seahawks, but i want you to take a dive against the niners because im playing against Russell Wilson todays jobs put earnings back in focus. Next we hear from companies that tell us about moneymaking opportunities between now and year end. Remember, costco on weakness, autozone on weakness, the best two trades. Mad money will be right back. Coming up rig repair . When it comes to the logistics for the toughest deep sea oil and gas finds around the globe, customers have turned here for 90 years. But rocky execution has put the stock in treacherous territory. Is it time to scoop up this spec at a deep discount . And later digital dollars, your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. But as more dollars are distributed online, which stock can help you collect . Cramers got the play. Plus, generating returns . Winters here. Friends, family and inclement weather for most of the country. Will consumers demand for snowblowers and generators be the fuel to power Briggs Stratton out of its decline . All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. In a market where many stocks have run up so much, were always on the lookout for laggard and losers. Its time for speculation friday. I got a serious comeback play for you to consider. Im talking about mcdermott, symbol is mdr. Mcdermott is a Construction Firm building offshore oil and gas facilities. The stock has lived up to the old name of murder because if you own mcdermott, you feel like someone has murdered your portfolio. The stock is down 28 for the year in a fantastic year. That is hideous however, i wouldnt be talking about it unless i believed this ugly dog could be up to new tricks. The truth is this is a fabulous moment for anyone involved in Oil Production where mcdermott gets 95 of the revenues. In 2013, Oil Companies spent a record 644 billion in Capital Expenditures with tons of it going to offshore projects. The brent price is much higher than america. And looks like record offshore spending for years to come given the many recent offshore discoveries including off the coast of africa and the fact the price of oil should remain high. High enough to make ultra deepwater drilling profitable for the foreseeable future. Heres a company about engineering, procuring, constructing and floating production systems, pipelines, subsidy systems, and onshore modules. Mcdermott is the engineering Construction Firm offshore oil and gas projects. Problem here, companys execution has been down horrendous. Thanks to the bidding where they cant make much money as well as a host of cost overruns, the companys on the verge of posting its first annual loss in more than a decade. Why the heck am i recommending mcdermott on speculation friday . Simple, it announced the old ceo Steven Johnson who has been running the company some say running the company into the ground for the last four years will be retiring later this month. Going to be replaced by david dixon. And before that he ran the u. S. Arm of technip a Terrific EnergyConstruction Firms thats one of the principal competitors. Dixon has 23 years of offshore experience. Thats right, in Engineering Construction for oil fields and i think hes the right guy for the job. I think he has the experience to turn the company around. Mcdermotts management is being revamped, but that alone will not make for a turn around, creates the potential for one. What do i think is happening could encourage shareholders . First of all, and this is crucial in any stock story comeback. After all the companys missteps, the expectations for mcdermott have gotten so low that the stock seems to be impervious to bad news. What i regarded as a disappointing quarter. Earnings coming in well below expectations. Companys backlog decreasing an astounding 9 and serious execution issues in the regions. What happened . The stock did nothing. Hmm. Weve reached a point where this kind of weakness is expected. Its baked into the stock. And ive got reason to believe the next quarter could be a whole lot better than the last one. Mcdermotts already told us that theyve been selected for 700 million worth of new contracts that will likely be booked in the fourth quarter. Thats 700 million figure is bigger than the last two quarters combined. And these new projects are in the middle east, the one area where mcdermott has been executing decently. Not only that, the bid for these contracts under the new revamped smarter bidding guidelines, being more disciplined about going after work that pays well and not just chasing the projects that got them in trouble in told days. Plus a rock solid Balance Sheet. 94 million in debt, 300 million in cash. You think that the Balance Sheet would be reversed. Now, mcdermotts trading at 18. 8 times next years earnings estimates, in part because its been fairly difficult to press. But it has a 17 longterm growth rate. And with new management coming in to clean house, i think the 2014 earnings estimates could end up better than expected in the second half of the year. Heres the bottom line. Mdr, mcdermott has been murder on your portfolio. But with new management coming in with a new vision and renewed discipline, i think it could end up being a terrific comeback story. Be careful, buy the stock slowly and into weakness. Remember, december is a cruel month for losers and the tax law selling that i think are turning could be brutal here from now until year end and then it clears up. Mdr is for me. Stay with cramer. Coming up digital dollars. Your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. But as more dollars are distributed online. Cramers got the play. Were an interactive show here. On monday i got a call from cody in florida. Wanted to know what is happening with the downward sled ride in xoom, the billion Dollar Company thats basically an online Money Transfer service. I said i wasnt sure. Ive got to take a closer look. Xoom came public back in february. Shot up immediately 21. 50 on the first day of trading, for a while, a pretty darn good year, ran up as high as 35. But in the last six weeks, xoom has been taken to the wood shed. It has fallen more than 8, 24 , hence codys call. To understand whats going on here, you need some more mac ground on the industry that xoom plays in. Whats known as the global remittence business. Wire money back home to family members in the developing world. There have been a bunch of changes in the remittence businesses lately. But first, lets cover the competitive landscape. Xoom is a little upstart competing against much more established players. Namely the venerable Western Union. Think of this as david and goliath story. Little david has two goliaths, okay. Thats right, Western Union is a 9 billion titan with agents in 510,000 locations operating in over 200 different companies. Only a 1. 2 billion company, xoom is valued like a growth stock. And even after the pullback in a sky high multiple, money gram trades at a much more humble 14 times earnings. Even the money gram has a smaller operation than xoom. In 197 countries where xoom is in 30 countries. Even though they cant compete in terms of scale, its got a revolutionary business model. Xoom, you dont need to go anywhere, unlike Western Union you have to go to the nearest location. Instead, xoom lets you transfer money over the internet. Either through the website or walmarts website. It works on your phone. They cant transfer cash. If you want to use their service, you need to have a credit card or a bank account. And those arent necessarily easy for immigrant workers to come by these days, especially if theyre working off the books. However, at the end of the day, it wasnt competition that caused this hideous selloff from xoom. It was yolanda, the horrible, tragic super typhoon that slammed into asia. After the typhoon hit, seven different provinces in the philippines were not just a state of emergency, but national calamity. Thats their term, not mine. The damage was immense. And the government had to send in tanks just to maintain order. Thats awful, but whats it got to do with xoom . Everything. Xoom gets about 35 of the revenues from the philippines. And this kind of Natural Disaster can seriously disrupt their business. This has hurt the company. I think itll take a couple of quarters before they can recover. I do like xooms model, though. But weve seen this is a very risky stock. Far from being concerned about money gram and Western Union, i think xoom is its own worst enemy. Its not diversified. Getting about 70 of the business from three countries. The stock could be worth circling back for speculation, but not until the philippines recovers. I suggest you stay away for the next couple of months. David is out of commission, go to the two goliaths. Which one should you bet on . Western union or money gram . Western union has had a very rough time lately. They lost nearly half of their mexican Agent Network because of compliance issues allowing money gram to sneak in there and take that massive market share. Money gram has been the winner in 2013, up nearly 60 yeartodate, but i dont think that can continue in 2014. Western union has cut prices pretty aggressively. Thats going to put serious pressure on money grams margins. Meanwhile, Compliance Costs are rising. Thats going to hit moneygram harder than Western Union because its a Smaller Player and much more debt relative to the market cap. 800 million in debt to be exact. I think this will make it tough to transfer Revenue Growth into higher earnings. Thats why im saying the easy money has been made in moneygram. For 2014, i think that Western Union could be the one to own. Western union. Their price cuts should let them take back market share from moneygram. Stock is super cheap, only 11 times next years earnings. 8. 6 longterm growth. Some of the cheapness is because when Western Union last reported in late october, the Company Issued downside guidance for the full year. Went down a quick 12 . However, the quarter was pretty darn good. The earnings revenues were better than expected. The quarter saw acceleration in the number of transactions, which i regard as the key metric of this business. Up 9 yearoveryear. Jobs keep coming back next year, that means more customers for Western Union who want to send money home for their families in other countries. I think its the best way to play the business in 2014. I think that zoom could have a good year, though. But, remember, there could be more pain ahead for this one in the near future. You should wait before you buy. That said, once the pain is over, xoom has a fabulous growth story. Increased an astounding 62 . The transaction value was up 95 , and their active customers grew by 39 . Most important, xoom is still only in 30 countries. They have a lot of room to expand and that means the company has long runway for future growth. Just need to get the philippines issue behind them. Heres the bottom line. The problem with xoom is simple. Little to do with the competition and everything to do with a horrible typhoon that did immense damage to the philippines. A country that accounts for a third of the global remittance business. Xooms growth story is still intact longterm. The stock will have to spend a quarter or two in the penalty box before its safe to buy. In the meantime, you want a slow, steady, less risky transfer of stocks, i suggest Western Union which i think will be a total comeback mode versus the moneygram. Diana in california. Diana . Caller hi, jim. Hi, diana. Caller i bought nly about less than a year ago and have lost a significant amount of equity since then. Since the stock is lower now, should i buy more or take the loss . You know, i dont like it. There was a smart person who said have you looked at the insider buying . And its probably the most concentrated ive ever seen. Im not kidding, i could not believe in the size of it. Here it is at a 52week low. Im going to say wait for a bounce. The kind of insider buying is too strong for me to think the stock can go that much lower. Im not recommending the stock for a buy. Not. Mike . Caller hey, booyah, jim. How you doing . Whats up . Caller hey, not much, man. Hta. Im liking it, i already own some. I want to pick up more. It looks like its bottoming. Looks like its on the upswing. The reits have been horrendous, i if you can sit i actually like hcn more than hta. 5. 55 and its down 10 . Thats my recommendation over hta. But i understand the desire to get that kind of yield. I was looking at preferreds today. Theyve come down so hard. Im not going to stick my head in the lions den of the reits. Xooms growth is intact, but not for a while, unfortunately, because of the super typhoon. Lets go with goliath, not david, Western Union and then when the philippines gets back on its feet, well go xooming. Dont move, lightning round is next. Monday, kick off the trading day with squawk on the street. Live from post nine at the nyse. This is kind of good. It all starts at 9 00 a. M. Eastern. It is time. Time for the lightning round on cramers mad money. I tell you whether to buy or sell, play until this sound and then the lightning round is over. Are you ready, skedaddy. Time for the lightning round on cramers mad money. Mikey in new york, mikey . Caller booyah, jimmy. Yo, yo, whats happening, mike . Caller i got hrt red hat. They report next week, my Charitable Trust has a position. Obviously acted very badly this week as did veeva after i thought was a good quarter. The cloud stocks are still under a cloud. But i am a believer in red hat and im hoping its a good story because mr. Whitehurst does a good job. Chaz in michigan, chaz . Caller hey, jim. How are you, sir . All right. How are you . Caller excellent. Thanks for asking. Let me start off by saying thank you for all the work you and your staff do. I really appreciate it. Your knowledge is invaluable. Youre very kind. We do have a great staff. We work real hard. Whats up . Caller my question is about depot med, de yeah, Drug Delivery system stocks are hot and i like this stock. I think these make a lot of sense. Anyone who can get it right will make a ton of money. Nick in pennsylvania. Nick . Caller hey, jim, big booyah from Haverford College in haverford, pennsylvania. Whats up . Caller calling about cvr symbol. The refiners are real good here, that yields about seven, i think it is a buy. I think the refiners are good. There was a difficult article about how the refiners do well and eog is going to do poorly. Who said that . Well, i think he kind of alluded to that and thats why that stock was down. Can i go go to tom in new york, tom . Caller hello, jim. Whats up . Caller let me say, if theres going to be a bidding war on brain, you might just be a contender. But meanwhile, please tell me, what can i do with my chesapeake . I think chesapeakes fine. I want to go back what i said about eog. It hit chesapeake too. The big money was made, the free money is gone. And that sent down the whole group, including Continental Resources and chesapeake. Im never going to go against the view shortterm, longterm i think chesapeakes worth more than selling, i dont want you to sell it. John . Caller booyah, jim. Yo, booyah, john. Whats going on . Caller this is john from marietta. I love the show and books. Really helping me with phenomenal gains this year. Thank you. Caller last night you did a spot on tcbi. My stock is a small georgia Bank United Community Bank ucbi. Yeah, this is very similar to texas bank if you look. Very good long growth, very Good Community area. Buy, buy, buy doing better than it was, and i think youre in good shape with that. I know its up a lot, but the real good banks are up a lot. Phil in new jersey. Phil . Caller hey, booyah to you, jimmy. How are you doing . Real good. How about you, phil . Caller all right. Listen. I want to know how you feel about sld no, im not a buyer of silver. Im not. I did, indeed, say today, that i think rand gold is great. Steve in louisiana, steve . Caller booyah from baton rouge, jimmy boy. Oh, lsu rocks, booyah. Caller thank you very much for your book getting back to even, it ought to be classroom mandatory. Thank you. Caller listen, my stock is a natural gas play. Im in it at 28 and now its south of 20. Westport innovation. Sorry to hear that. I was hoping it was lng which is now in the 40s. Heres the property with westport. Look, its a speculative stock, theyre partnered with cummins, my Charitable Trust owns cummins, not westport, natural gas engine, had them on many times and always the last no, the last five times i said, man, youre not doing it. Why is that . And they always say wait, wait, wait. Same thing with clean energy fuels. I bring these companies on for information. They are speculative stocks, they are not the kind of stocks that my Charitable Trust would own or im recommending. I think if you want to play, you buy cummins, although its a small piece of that business. Can i go to nicholas in indiana . Nicholas . Caller yeah, this is nick in indiana. I was wondering if you could tell me about the amc ipo coming out. Oh, man, everyone is asking me about that. And theyre asking me about another one. Theres two of them coming out. I cannot opine on these ipos until ive studied them closely. I have to work on that. I saw it when i saw jimcramer on twitter. Ill take it home this weekend. I dont have it. Let me take one more. One more, dont you think . Lets go to amir in texas. Caller hi, this is ameer from texas. Booyah, texas. Yes. Caller our question is about the index. Going up all the time. Caller in yeah, i think its an interesting speck. I would buy some dry ships. Baltic freight is on fire. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Is vince really the next michael kors . I think the only way to resolve this is with a mad money steel cage death match on the catwalk. Whos cooler than i am . Michael kors is very big into accessories, okay . Like watches and jewelry. Handbags. Look at this. Look at this. I bet this cost a pretty penny, right . You get this from hanes, probably, for three bucks. Vince, michael kors. This is a vince, too, by the way. Stay with cramer. Can i go to jerry in new york, please, jerry . Caller hi, jim, how are you doing . I broke my nail doing this its a nice lightning round, but when you break your nail, it hurts. Donna in texas. Donna . Caller booyah, jim. Old man winter blew through here, im talking to you, its heating up. Hey, man, im so excited, i feel like break dancing right now. Really . Caller hi, jim, how are you today . I dont know. I got bit by a spider, its killing me. Whats up . Three spider bites, maybe there were some clothes that had a spider in it . How do you get rid of a spider bite . I got to take a hot bath, i think. Thatll do it. Last year, right after Hurricane Sandy leveled large swaths of new york and new jersey, i thought id get clever. I saw generac was roaring in the wake of a storm that had knocked out power for millions of people. And then i noticed how briggs and stratten, the maker of portable generators had done next to nothing and i told you to buy that one in the case of a catchup play. Generacs up 55 yeartodate, Briggs Stratton down 4 . I got this wrong. Briggs stratton is a lawn and garden play. Theyre more about engines for lawn and garden equipment like the kind you might get from deere. However, while i may have been wrong to recommend it a year ago, its possible the time could be right for Briggs Stratton. They started to ramp up their new Product Innovation and got a nice restructuring that could cut a decent amount of cost. Also taking out capacity in their engine business in order to cut down on bloated inventories. A painful move, one that had to be taken. So lets check in with todd tesks, the chairman and ceo of Briggs Stratton. Welcome to mad money. Great to be here, jim, thanks. Okay. I know i got it wrong. I had thought you would be more levered to storms. But the storms were more levered to actually the snowstorms, to snowblowers. And your other businesses are very much levered to housing and to the lawn and garden season. So ive got to ask you, are things not better now than they were last year when i was way too focused on the big storms . Well, obviously, jim, the storms do help. Obviously we sell off a lot of portable generators, also in the standby generator business. It is helpful to the business. However, when you go back a year, were coming out of the drought. And so basically the lawn and garden market, you know, hadnt recovered through the housing situation. So now with housing being improving and we are seeing the improvement in housing. La last year the market was up anywhere from 3 to 9 depending on the category. And as we go into this Upcoming Season, were hoping obviously were hoping it snows so we can sell some snow throwers, but also as we get into the lawn and garden season, im pretty excited about whats coming up because we are seeing the impact of housing. Now, youve also taught me through your excellent presentations that there is a level of innovation in this business that can move the needle. Are you really able to come up with Something Better than the other guys that people might say, you know what, i want to get that Briggs Stratton project and not the other guys . Is it that different, really . Well, jim, it is, and what i would encourage you to do as we get to the Upcoming Season in the spring, theres a number of things we have coming out. Obviously on our product side of the business, we have over 40 new models of things coming out. We have what youll find is the quietest lawn mower thats been in the market maybe forever, other than a push manual real mower. As you look at it, there are a number of things were coming out with and we do believe in it. The last two years have been all about innovation, user driven problem solving is where were at. And youre going to start to see the impact of that. You saw it last year. But we saw the impact of the drought as we were coming out of the drought last year and inventories coming down. A lot of what you sell is actually under other companies names. How will we know its yours to know its better . Well, you remember, all of our engines that we make. We have the Briggs Stratton logo on them. What youll see is the Briggs Stratton on the equipment itself. Plus what youll see coming out for this Upcoming Season, weve got some what i think is some of the best Pressure Washer Technology out there. Itll be under the Briggs Stratton name. Will salespeople be efficient enough to be able to explain the difference between the two . Yeah, i think so. Maybe its a lot less about the people on the floor, but its all about Digital Marketing and being on the web. When you look at where were headed with a lot of this, its the website, its getting videos out on the website, videos out on youtube. And really, shoppers today, they do an awful lot of research on the web. We want to show it to them as they go out and do their research. Wait a second. In other words, Briggs Strattons using facebook . Twitter . Or is it i go to your website or amazon . How does it work . Well, now, when you look at it, we are using the things you talked about. Were using facebook, we used twitter, youtube, we have our own website. And so, yeah, its all of the above. And weve spent more money the last few years with regards to websites and Digital Marketing and so we think thats going to pay off for us come springtime. And finally, i know you had that over inventory position. Thats gone now. You were saying in your documents the inventories are good. It wouldnt seem to be a lot of discount ahead because no ones got a bloated situation on hand. Yeah. You know what we found, jim, coming out of the drought of 2012, the inventories were higher level than we wanted them to be or the industry wanted them to be. That kind of worked its way through early on last year into the season and what we saw later in the season was some pretty good sell through. Thats ultimately what caused the market to be up and thats why we think inventories are in pretty good shape coming into the Upcoming Season. Yeah. I wish i had said all those good things about you now. Youre so much cheaper than generac is, but its not the right analog. The right analog and the right thing to follow is housing and weather, which is tough to gauge, but if inventories are lean, you guys will make a ton of money. Thank you so much for coming on mad money. Great to be here. Thanks, jim. All right. Guys, i like to say when i get it wrong. That gives me the credibility to say if i got it right. I was wrong earlier to recommend this stock because i didnt understand the inventory situation and i didnt understand the drought. Those things are now behind it. The new product is ahead of it. And i think todd teske has a darn good story. Stay with cramer. Broken stocks or broken companies . You always have to ask yourself which is it when you see a stock down huge and youre tempted to buy. We know some stocks get clobbered because of shortterm misses while others get hurt because of structural concerns that could, indeed, be long lasting. Dont buy, dont buy. Last time we saw two stocks get hammered in after hours trading, a Beauty Products chain and five below the store that sells goods that appeal to teens for very low prices. These have been fantastic Growth Stocks over the years. Ive been a believer in both of them. However, i turned on ulta in the year that worried me as a matter of course. In other words, i didnt notice anything wrong with ulta, but i dont like the management turn around. Five below, i recognized one of the regional Going National stories with a concept of 1 to 5. Toys, crafts, even the latest fashion accessories. I supported the chain ever since i met management and repeated five below with my then teen second daughter. Ulta fell 19 bucks after its initial release. Going from 120 to 101 off some cautionary comments and worse than expected earnings. Five below dropped 6, going from 48 to 42 off a similar reset. It was way too hard to make a snap judgment based on headlines because thats rarely been the way to go. Im not saying there arent instances to save money if you blow out first on the release and ask questions later, and that was the case with cisco, but when you see declines of this magnitude, you should do some studying. You have to listen to the Conference Calls and compare to the notes. Almost immediately on the ulta conference call, i got nervous. Listen to the reasons i pulled about what management had to say about the down beat end of the quarter and beyond. Quote, tougher than expected sales environment. Quote, heightened promotional environment of the holiday. Quote, holiday promotional holiday season. Quote, less certain consumer environment. Quote, an environment that looks to be promotional. I mean, wow. This is just pulled quotes. They blame the stars, not themselves. My buddy Herb Greenberg who said he was nervous about the report before the quarter because of that eyebrow raising management shuffle i talked about. Put it out today in the street. Com that new management had been confident of the business not that long ago but now the ceo mary dillon seems to have changed her tune saying that ulta, and i quote again, currently conducting an indepth Strategic Planning process to prioritize our growth strategies, end quote. That says, wait a second, maybe were off course here and need to reassess our plan to instead of just keep putting up stores willy nilly everywhere while going as promotional as all get out. Not about the products, but about the stock. That combined with the constant blaming of the environment tells me, hey, you know what, we may have a broken company here. I dont like it. But five below. Heres an historically conservative company that admitted it saw weakness around thanksgiving time. To me, this did feel like a onetime glitch. Not a broken company, just a broken stock that could easily mend. Sure enough, down six much less of a loss as people recognize that the companys being prudent and resetting the bar and now probably beat those estimates without a problem. Ulta, im worried, no wonder it dropped five more points today from last nights decline. Five below, call me a buyer even as it rallied three from the after hours bottom. Its not a broken company. Just a stock that i bet will soon be on the mend. Stay with cramer. Mad about mad money . Immerse yourself into cramers world while you watch the show with zeebox, on your phone, tablet or web, get sneak peeks, go behind the scenes and join the conversation for the ultimate cramerican adventure. Okay. We have some great numbers coming out next week. Im jim cramer, im sll see you monday. Mother had 50,000 of creditcard debt . Um. I just caught her at a bad moment when a couple of the cars had broke down and. She was very upset. Also. What would happen if you said no to them . Um, ive started to say no here and there, but my dad just goes on rants and he he starts exploding. This is a very unhealthy situation. And you ask me, can i afford it . We want to go on two fiveday camping trips with our grandchildren. Look at your finances