Weve got to ask yourselves, what continues to propel the bull . I got one for you. How about a stock shortage . How about a supply demand imbalance across multiple sectors of this market . Ive got three different examples of stock shortages that i think can put this particular part of the rally in perspective. The first, its one of the Largest Companies on earth. Its exxon which vaulted 1. 91 today. How in heavens did exxon one of the Largest Companies rally like a small capitalization stock . How did this happen . First, exxons a changed company. After not growing much at all for the last seven years, its suddenly possible that in 2014 this company will show 5 Production Growth. This is a big, big company, which i point out in get rich carefully is the single most important indicator of where oil stock is going to trade. They dont trade on earnings. They trade on Production Growth and exxon could be 5 . Second, exxons been ignored for years. As we focus on more of the exciting domestic plays, theyve got that growth we like. Or because theyve been able to capitalize in that refining spread, make more money. Remember that a refiner can buy crude from the midwest at a substantial discount from the rest of the world because the oil there is pretty landlocked. And then sell it as gasoline for the global price which is a heck of a lot higher than what they pay for the oil. Far more than it used to be because of how much crude weve discovered here. Thats terrific for exxon, which has a massive refining operation. But the real impetus for the buying, the third reason is Warren Buffett. Hallelujah his decision to make exxon one of his biggest buys ever. Warren buffett is still one of the single biggest spurs to buying out there. Right or wrong, buffetts buying causes a change in mindset. So ive been searching for an example, some sort of analog, especially for younger people, you know, little culture stuff. Heres what it is. Its kind of like the hunger games, the first of the trilogy. Buffett buying. Now were in the catching fire stage. Within that catching fire comes Goldman Sachss huge upgrade of the stock. Its back and bigger than ever, the essence of the upgrade. Is it exxons got more growth and cheaper historical price. Higher growth, lower price. Now, you might think an upgrade this friday prosaic, i might add, wouldnt have that much impact, but youd be wrong. And exxon has retired a gigantic amount of stock in the last few years. In 2008, people dont talk about the stuff anymore. In 2008, they had 5. 22 billion shares outstanding. Now it has 4. 33 billion shares outstanding. Think about all the stock taken out. Thats a colossal amount of stock out of the market, retired. Exxon alone isnt, well the only guy who is doing retiring of stock. The Washington Post had an excellent disappear this year. Less than the 863 billion in 2007. But this buying back a stock has been going on right through the recession, of course. The article is basically pointing out that the companies dont hire they buy back stock. This is cramerica, we want to make money, it works. At the same time, the pools of capital that want allocation of the stock market have increased. And if Interest Rates go higher, i think the influx of new money will keep driving the exxons of the world higher in 2013. Thats bond money going into the stocks. That will be the mocking jay phase of the hunger games rally. So we have a moment where p exxon a stock that fell so out of favor we looked at lesser run companies and passed over this one rather quickly has become a market darling. And given how cheap it is, my take, this run is not over. Now, the stock shortage we see in exxon is emblematic of other situations where there isnt enough stocks to go around. You know im a big believer in companies that embraced social, mobile and the cloud because they represent the future of tech. In a bizarre way that represents the propulsion behind netflix, amazon, twitter and facebook. The demand for these stocks is huge. And there simply arent enough companies in their category social, mobile and cloud to end up with a serious supply shortage in this one segment of the market. Just consider an eye on the supermarket. Doesnt mean the supermarkets run out of everything, but that aisle is bare. Amazing performers rising 55 , 52 and 296 respectively. All embracing the concept of social and mobile. Netflix is downloadable to a hand held device. It doesnt have the social component beyond people chatting in forums about what they watch. Googles got all three. But i think because of the high dollar price tag, shouldnt matter, but true, it doesnt get the priced to earnings multiple it deserves. So Many Companies think if Warren Buffett never split berkshire hathaway, they shouldnt split theirs either. Netflix and amazon are not bound by priced to earnings ratios, theyre pure growth plays. Levered to sales. Fewer Companies Get that kind of love. Short sellers always try to pin them down based on their inability to show earnings, not realizing that shorting on valuation is a total suckers bet. May i never catch you doing it. Youre basically betting there are people who will sell these two stocks as they go higher because they think theyre expensive rather than buying more as they rise, which is the most common form of buying for Aggressive Growth funds. They dont think like we do. They dont think its cheaper if its lower. They think its better if its going higher. The short sellers do not understand that beauty is in the eye of the beholder. And theyre shorting that beauty. These two stocks drive people nuts. Theyre very much real businesses. So real in the case of netflix, it would have been a terrific acquisition for a company that wants to get on track. Microsoft, even att, amazons about scale and ever since the company decided it was going to go big or go home, a winner, the dominance premium is what youre paying up for. Youre getting now a similar theme from facebook and twitter. Now, these two are different animals, way different. Facebook has the ability to be very lucrative very shortly. And in that sense, it feels a lot like google. Great business, mobile, many possible Revenue Streams besides advertising. Twitter, however, feels more like amazon. Its become a cult. A cult you can believe in at 140 characters or less. People tweet their buys of the darn thing. Hats off to robert peck from suntrust. Going to ring the bell when an analyst gets something right now. Who before twitter became public said you have to buy it until it got in the 50s. I thought he was smoking something. He was right. Victory lap, well done. The stocks shortage, though, is palpable. We dont have enough twitters. This isnt like 1999 when one dot com is created every minute and we had so many in the same vertical. This is the opposite. Twitter runs the category so does facebook. There will not be a twitter two or three. Twitter owns it, incredible. They grabbed it and they owned it. The final stock shortage, acceptable number of takeover targets. I think Many Companies dont want to sell but will take them up anyway, why bother to merge. It is a really big deal. As you saw today when lsi surrendered to avago and aig sold the Aircraft Leasing business to air cap holdings. Lsi went up huge, aig less so. I understand air cap, boeing announced the big dividend. Holy cow. Anyway, i regard avago and air cap the acquirers as the real winners because these deals are immediately additive to earnings. So the companies are instantly worth more and thats why their stocks advance. 4. 45 and 8. 25 respectively. Weve seen this pattern over and over again, havent we . These deals are hard to come by, but when they do, well, theyre terrific news for the acquirers and, of course, the targets. I suspect this takeover target shortage just like the social, mobile and cloud shortage and the buyback shortage, theyre not going away. Heres the bottom line, taken individually, these stocks seem one off. But taken together, youve got a trend that cant be bound by the taper talk or worries about a small boost in Interest Rates. These seem like secular trends to me. Buy, buy, buy and thats what makes them so darn exciting. I know that the mindset of the market is to dismiss the stock shortage as fanciful and call the social, mobile and cloud space but in aggregate, the stock shortage thesis makes all the sense in the world. May i go to mark in hawaii . Mark . Caller merry christmas, a warm one to you, jim. Excellent. Caller 78 degrees here. Well, okay. So its miserable here. Rub it in. Rub it in, partner. Caller my question is about mbt, mobile telesystems. Theyre big in russia and their earnings came out this month. You can get a 6 return on the semiannual dividend. Yeah. Caller it trades on nyse. Im looking at this ukraine situation. Im thinking why do i want to be owning anything russian . Ive got ive got verizon doing well, at t doing well i. Not going to go to moscow for a stock. I dont know if i want to go to moscow for a trip. Lets go to frank in new york, frank . Caller hi, jim. Booyah from saratoga. The other casino. Oh. Okay. Sure. Caller what is your take on ncr . Im a believer in bill noody the ceo. Its been drifting down, i think its an opportunity. And well, that may be i want to focus again on boeing. Listen to this, people. This is how moneys made. Look what he did, 10 billion additional buyback. Boost dividend by 50 . Boeing okay. Does a stock shortage mean an abundance of shortage of aircraft plays, maybe so, the twitters and facebooks of the world are winning because we dont have enough of them. Mad money will be right back. Coming up mighty meds . Generic drug manufacturer perego has been benefitting from the consumer and the stock Feeling Healthy up over 40 this year. Is it time to write yourself a prescription . Dont miss cramers exclusive. And later, Stocking Stuffers, plenty of christmas cheer this time of year and cramers feeling particularly generous. All week hes revealing the stocks to stuff your stockings with that could provide gifts all year round. Tonight, two Industrial Power houses that could provide lift heading into 2014. Plus, smooth sailing . American energy is powering industrial growth across the country and moving these newfound reserves has provided opportunities of its own. Navigator holdings operates the Worlds Largest fleet of heavysized liquefied gas carriers. Is it time to hop aboard . 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. I wanna spread a little love this year [ male announcer ] this december, experience the gift of true artistry and some of the best offers of the year at the lexus december to remember sales event. This is the pursuit of perfection. Whats next for perrigo . A company thats basically the king of knock youve private label store brand over the counter drugs. We know that private labels has been a huge trend in this country. And these inhouse brands made by perrigo deliver much higher margins. Now, p rererrigo has been on fi. Its acquiring elan in a deal that allows them to save a bundle on the tax bill by allowing them to pay super low irish tax rates rather than the higher ones. Perrigo runs up 41 for the year. We last spoke to the ceo on august 16th. But the deal closes later this week, i think itll give another boost to the stock. Lets check in with the chairman and ceo of perrigo and see where the companys headed. Welcome back to mad money. Joe, good to see you. Good to see you. When we saw each other last, the stock was trading down. And it was actually a terrific quarter. Market comes to its senses after a while . Is that what happens . I think thats exactly what happened, jim. I think people are still seeing the fact were really being supported by the mega trends, as you said. More and more Consumers National brand, store brand, more and more products from prescription only status to becoming over the counter. With those, weve been a fast follower and seeing Great Success with our products. Joe, ive got a new book in two weeks, and my thesis is this. Typically when times get better, people gravitate away from t the look, whats call it your brands, okay . Yep. This is different. This is now chic. And you feel the new consumer says what am i paying up for that whether im doing well or not . I think thats absolutely true, jim. And i think we know the data we have is once a person comes over, try the store brand product, 91 of the time, theyre going to stay with store brand. And importantly, the retailers are giving us more shelf space than ever before. We think its been an important driver for our success. I was in rite aid, they are private label. Its almost predominate. That must have helped the company because the stock has been a miracle up 300 . Well, the average margin they make on the store Brand Products is usually higher than the national brands, significantly higher. Both in percentage, even on absolute dollars per unit. Its both the percentage and the absolute dollars. Couple areas seem to be really on fire for you, cough, cold, smoking sensation and diabetes. These are all working. Thats a big number of categories. Yeah, weve worked very hard to bring more and more products into our portfolio. Really what i would call them is just, you know, go after an adjacent category, bolted on to what were doing today. More items on our truck that are going to all of our large retailers. And unfortunately, its been working for us and i know youve been a fan for a while. You bet i am. People have done their homework and looked at it. Well, look, i come by a lot of my ideas because i buy your brands. Theyre the same. We appreciate it. Now, one thing im surprised. This is a this is the walgreen version. But youve got your own pet medicine, i can actually, your label. And we also got into the area of pet care because its important for the retailers. Its a product category thats reimbursed. People trying to find a quality product but an affordable version. Weve got certainly especially in the flea and tick area. Whats the difference will the company be in dublin . What does it mean to be an Irish Company versus america . And would you become an American Company again . Well, i think right now were working on trying to close the transaction. Right. For us right now, whats critically important is getting the final stages of the transaction, getting it closed. Importantly, we will have our board meetings in ireland. Our executive Committee Decisions in ireland. Our intellectual property will be owned in ireland. A lot of steps that have to occur for us will occur for us. But relative to my plans are not to move to ireland. I want people to understand the arc. Theres a drug that apparently starts as a prescription, you do well, then goes generic next year, you do well. Walk us through that process. This is a great story for perrigo. Started with this product going back in the 2004 2005 time frame. We developed a Generic Product of this product challenge to patent, prevailed on the patent challenge, laumplged a product in 2011 as a generic. But knew all along we had a good possibility. That product would move from prescription to overthecounter. Now we have overthecounter status, we expect the brand will move in 2014. Its a product that you thats a nasal product and allows the patient to reduce the symptoms for allergies. Well, youve done a remarkable job. And i know people were confused initially. Joe, i think theyre believers, they know this new structure is good. Best of luck for when it closes. Thank you, jim. Thank you very much. Terrific. Thats joe papa chairman, president and ceo of perrigo. If it gets hit again, just buy it. Stay with cramer. Coming up Stocking Stuffers, theres plenty of christmas cheer this time of year and cramers feeling particularly generous. All week, hes revealing the stocks to stuff your stockings with that could provide gifts all year round. Tonight, two Industrial Power houses that could provide lift heading into 2014. And later, smooth sailing, American Energy is powering industrial growth across the country. And moving these newfound reserves has provided opportunities of its own. Navigator holdings operates the Worlds Largest fleet of heavysized liquefied gas carriers. Is it time to hop aboard . All coming up on mad money. Bny mellon combines Investment Management investment servicing, giving us unique insights which help us attract the industrys brightest minds who create powerful strategies for a countrys investments which are used to build new schools to build more bright minds. Invested in the world. Bny mellon. See who does good work and compare costs. It doesnt usually work that way with health care. But with unitedhealthcare, i get information on quality rated doctors, Treatment Options and estimates for how much ill pay. That helps me, and my guys, make better decisions. I dont like guesses with my business, and definitely not with our health. Innovations that work for you. Thats health in numbers. Unitedhealthcare. Where does the United States get most of its energy . Is it africa . The middle east . Canada . Or the u. S. . The answer is. The u. S. Most of Americas Energy comes from right here at home. Take the energy quiz. Energy lives here. With christmas right around the corner, i want to make it easier for you to give your kids the gift that keeps on giving. Stocks. Pick the right ones that literally keep on giving you profits year after year. Im going to give you a list of Stocking Stuffers, highquality names that i think are poised to deliver not shortterm but multiple years of fabulous outperformance. You can buy them for yourself, you can buy them for your children. Get them interested in managing their own money. And believe me, you can never get started teaching kids about money too soon. Otherwise theres a the good chance theyll bleed you dry. So what works as a Stocking Stuffer this Holiday Season . Specifically, im talking about the highest quality stocks i know. The ones i like so much we own for my Charitable Trust. You can follow along the trades before we make them at actionalertsplus. Com. If you want to get your loved one a not super sexy, but financially sound present for the holidays, i suggest something along the lines of General Electric or Johnson Controls. These are two terrific industrial names with big, big Analyst Meetings coming up this week. Why dont we start with ge. It was a stock we added to the Charitable Trust. All about an old dog with new tricks or a tiger changing its stripes. Everyone knows ge is a gigantic american industrial. But back before the great recession, got heavily into the financial business with ge capital becoming the main profit center. General electric was a bank that also happened to manufacture everything from turbines, energy infrastructure, Health Care Equipment and lightbulbs, and that was not a good thing post financial crisis. Because while ges industrial businesses are all world class, everyone knows that. Its finance side, been a laggard. But lately shifting focus back to the Core Industrial business and gradually getting out of the finance game. Over the next two years, ges getting out of the north American Finance division altogether. First by spinning off 25 of the business next year. And then by unloading the rest of it in 2015 which gives you a pair of major positive catalyst. Right now ge gets 56 of the profits from the industrial business, the other 44 from finance. Look, once they finish the spinoff, the companys going to get 70 of the profits from industrial side. Thats what people want. As this transition happens, i bet the market will increasingly reward General Electric with a higher priced to earnings multiple, and that means a higher share price, too. Meanwhile, ge is a fabulous stock to own as the Global Economy begins to pick up speed. When the Company Reported in october, it delivered strong numbers with the aviation and oil and gas growing in mid teens. Plus real earnings leverage. Revenues increased by 2 . What management was able to parlay that 2 gain in sales to a 13 rise in earnings. With a 229 billion backlog. I think the company can get its Revenue Growth up into the mid, Single Digits which would be huge for ges earnings. On top of that, management has aggressive costcutting initiatives going. Ge expects 1 billion worth of savings in 2013 and 2015 as the company reduces its sales general and Administrative Expenses as well as taking a slice out of the r d budget. The top lines going higher, the bottom lines going higher. And ge is focussing on what it does best, making real things. Ge has a big Analyst Meeting on wednesday. I think the company will tell a terrific story. And boosted the dividend by 16 on friday, bringing the yield up to a solid 3. 2 . Thats nice protection. Plus the the company has a 10 billion buyback and i could see that expanding over time, too. As the cash flow rises. Ge is an ideal Stocking Stuffer. But if General Electric doesnt appeal to you, how about Johnson Controls, jci for you home gamers. Heres an industrial turn around story that i think could be one of the best stocks of 2014, which is a major reason my Charitable Trust has been buying the stock. Buy, buy, buy. In my soon to be released book, get rich carefully, Johnson Controls comes off as one of the best breakup candidates because its a little bit of cat and is dogs company, getting more than half of their sales from auto parts where theyre the number one maker of car interiors. An efficiency business where they sell heating, ventilation and airconditioning systems, thats called hvac as well as Energy Efficiency systems. Why dont we go through this piece by piece. We know the Auto Industry is on fire right now selling cars at a seasonally adjusted annual rate of 16. 3 million a year. The european auto business is on the rebound, this is all good news for jci auto parts business. As for the building efficiency business, were seeing terrific rebounds in residential and more importantly, commercial construction here in the u. S. The latter of which can be a huge story next year. Im counting on that. And thanks to acquisition of york airconditioners, theyre one of the top in ventilation equipment and services business. Thats a great brand name. I like the individual pieces here, the real reason to own Johnson Controls is because of the restructuring under the new ceo who just took the helm at the beginning of october. In recent meetings, he signaled to investors therell be changes in the company, specifically once they become more diversified global multiindustrial leader with Better Capital allocation and less dependence on the auto market. I bet we hear more about this at the companys analyst say which is coming up on thursday. I expect well hear about changes in auto interiors business because the rest of the companys pretty much firing on all cylinders. I wouldnt be surprised if they sell the rest of the interior segment and restructures the inconsistent building efficiency building. Which is something im saying get rich carefully should happen in 2014. In the middle of a multiyear turn around leading to more consistent earnings and a higher priced to earnings multiple for the stock. Plus, last month, the company boosted the dividend by 16 . Okay, 1. 7 , but thats because the stocks appreciated it so much. Pretty serious for a 34 billion company. Even before this turns, Johnson Controls is one of the few to raise guidance when it reported back in october. I bet things get better from here. Right now the stock sells for 15. 3 times next years earnings investments, its got a 15 longterm growth rate. And the fact the multiple is 20 times earnings tells you where i think it could go. Heres the bottom line, if youre looking for Stocking Stuffers this Holiday Season, i like General Electric and Johnson Controls. Two Great AmericanIndustrial Companies that are changing their stripes for the better. I would, indeed, buy both ahead of their meetings on wednesday and thursday respectively. And i think theyll each be terrific stocks in 2013. These are gifts that i believe will keep on giving as the turn around drives beautiful gains right through next year and into the one after. Lets go to morgan in california. Morgan . Dr. Cramer, how are you doing . Pretty good, thank you. How about you . Caller doing fantabulous. My niners won a tough game out in tampa. Sorry about your eagles. Thats all right. My fantasy team won but im going to be playing someone with that good niner d next week, im nervous. Caller you made a wise choice. Im trying to make wise choices on stocks. My conglomerate is txt. Theres speculation that amazon might buy them out and with google buying the Robot Company today and they have a secret fighter jet. You know, ive always felt one day someone could take this company over but we never recommend companies on a takeover basis unless the earnings are turning around and you have rough sledding in the earnings. Lets be careful with textron, i dont think its a takeover target here. May i go to mohan . Caller booyah, jimmy, love your show. Appreciate it. Whats up . Caller happy holidays to you and your great staff. I got an allocation in last weeks ipo. Im happy with that. My question today is on cqh, also ipoed friday. Its been down a bit since ipo, wondering what your take on that, buy, sell or hold. Thanks again. Well, its done a lot of great things. I think it will work. But we got in these much, much lower. And this ipo, i want to see id rather talk directly before making a judgment. I can go to jerry . Caller hi, jim, how you doing . Good. Caller firsttime caller and i watch your show every night. Thank you. Caller id like to know about himax technology. They have this terrific Service Called trifecta report. Blessed on fundamentals, blessed on the chart, this is one of the most blessed. This is a street. Com thing. And ive got to tell you, i would not sell himax. I think this thing can go much higher. Everyones looking for the perfect gift, one that keeps on giving. Ge or Johnson Controls in your stocking, i think may be just the thing you need. Two great u. S. Companies changing stripes. We got Stocking Stuffers all week. Stay with cramer. Announcer where can an investor be a name and not a number . Scottrade. Ron im never alone with scottrade. I can always call or stop by my local office. Theyre nearby and ready to help. So when i have questions, i can talk to someone who knows exactly how i trade. Because i dont trade like everybody. I trade like me. Thats why im with scottrade. Announcer ranked highest in Investor Satisfaction with selfdirected services by j. D. Power and associates. Open to innovation. Open to ambition. Open to bold ideas. Thats why new york has a new plan dozens of tax free zones all across the state. Move here, expand here, or start a new business here and pay no taxes for ten years. Were new york. If theres something that creates more jobs, and grows more businesses. Were open to it. Start a taxfree business at startupny. Com. To appreciate our powerful, easytouse platform. No, thank you. We know youre always looking for the best fill price. And walk limit automatically tries to find it for you. Just set your start and end price. And let it do its thing. Wow, more fan mail. Hey ray, my uncle wanted to say thanks for idea hub. O well tell him i said youre welcome. He loves how he can click on it and get specific actionable trade ideas with their probabilities throughout the day. Yea, and these ideas are across the board bullish, bearish and neutral. I think you need a bigger desk, pal. Another one . Traders love our trading patterns, now with options patterns. Whats not to love . They see what others are trading like the days top 10 options trades by volume and get ideas yea i have an idea how about trading that in for a salad . [ male announcer ] so come trade at the place thats all about options and futures. Optionsxpress. Open an account today and get a 150 amazon. Com gift card when you call 18883303137 now. Optionsxpress by charles schwab. It is time. Its time for the lightning round on cramers mad money. Rapidfire calls, say the name of the stock, 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. Im going to start with cody in ohio. Cody . Caller booyah, jim from the you shale in ohio. Buy or sell . Theres a lot of nonsense on jimcramer that said im recommending. I said its a spec play. A spec play on natural gas used as a surface fuel. Is that a recommendation . I dont know. If you call that a recommendation, fine. Its a spec play, not my spec. A spec play. Mike . Caller booyah, jimbo, this is mike from pennsylvania, the snack capital of the world. Thats absolutely right. Caller my stock is tdw. Ive got enough oil already. We dont want more oil right here. Oil stocks not acting well. Not going to be able to change my tune on that until we see oil go lower and the stocks lower and warm up to them. Alex in california. Alex . Caller yes, hi, professor cramer, thanks so much for your help. Doing my best. Caller we stand on the shoulders of giants to get to where we are and nobody better than an amazing educator like yourself. Thank you. I have a great staff that makes me look good every night. Whats going on . Caller the stock i wanted to talk to you about is fang, diamond back energy. Yeah, thats so speculative. Look, we have enough this is an exxon market now and diamond back is the opposite of exxon. Lets be careful out there. Ron in kansas, ron . Caller yeah, booyah, mr. Cramer, from kansas. Nice. Caller hey, i was wondering about ctl, century link. What your thoughts were on that. I want to be very careful with this company. Already cut its dividend once. Thats not my kind of story. I dont like dividend cut stories. Can i go to nate in texas, please, nate . Hey, jim, booyah from the biggest packers fan in austin, texas. Id like to know a Little Something about enb. All right. Enbridge, growth, i kind of like it. I think its a good one. And you and Tramon Williams must be having the time of your lives. Audrey in florida, audrey . Caller hello, how are you, mr. Cramer . Yeah. Im fine, how about you, audrey . Caller oh, well, okay. Maybe you could do something about my sciatica since you have my back. Uh, wow. Let me think, let me think, i dont know, heat or cold . I think hots better. Caller well, mr. Cramer, ive had microsoft for a long time, and i i want to know the story. I want to know whats going on. I need you to go see dr. Erickson, my caih chiropractor. I dont want you selling microsoft. And feed sciatica and starve a cold. Theres household wisdom from my executive producer who im going to defeat in fantasy in our super bowl next week although, shes looking pretty darn good. Okay. Lets go to ozan in texas. Caller hey, jim, booyah from houston, texas. That companys playing a little too much like the texans, my friend. Wow. I think they had a comeback. I think James Morgans got to come back and reexplain the story. I did not like that quarter one bit. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. It told him what was happening on the Trading Floor in real time. The shell brought him great fame. But then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their Trading Platform. [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a. Shell. Get live squawks right in your Trading Platform with think or swim from td ameritrade. [ male announcer ] if we could see energy. What would we see . The billions of gallons of fuel that get us to work. Wed see all the electricity flowing through the devices that connect us and teach us. Wed see that almost 100 of medical plastics are made from oil and natural gas. And an industry that supports almost 10 million american jobs. Life takes energy. And no one applies more technology to produce American Energy and refine it more efficiently than exxonmobil. Because using energy responsibly has never been more important. Energy lives here. If it werent for the fed meeting this week, is there any doubt in your mind that we would be even higher than we were after todays terrific rally. Think about whats happened the last few days. Weve had several fabulous Analyst Meetings and presentations, telling you things were going well and improving in banking and retail. House of pleasure. Remember the fullday home depot meeting where they indicated things were much better than expected. Recall that sitdown with terry lundgren, ceo of macys who said the Holiday Seasons going well, something echoed by pvh. How about the fact there isnt just one takeover in the air but two, the Time Warner Cable and tmobile deals and both have been climbing higher in the process. Lets not forget the aig sale and lsi. How about taking off the table the biggest fear of january . The potential of a government shutdown. Isnt that huge . Nothings a done deal in washington. Im very worried about another debt ceiling debacle in february. Nevertheless, does seem to be a shortterm sensation in the rank. It doesnt matter to these people, does it . All these people think, think they care about is the federal reserves decision on wednesday. The fed changes to a more hawkish position. These people are telling us, well, if they slow down their bond buying, if they say theyve accomplished much of what they thought theyd accomplish, then these commentators are saying were going to have an immediate decline of magnitude. What magnitude . I dont know. Judging by the chatter, a 5 correction minimum. How could it not given all the analyst suggestions that it will. Can the naysayers be wrong . How can the most talked about event when it comes to the stock market not produce that kind of decline, right . A fed meeting can i ask you what was the whole point of the dialogue. For the past 35 of the s p 500s multiyear advance, we have been told that a tapering of bond buying will cause an excruciating selloff so youll have one foot out the door at all times. But isnt that why we talk about it so much . We clearly dont prattle about it endlessly because of what itll do to bonds, right . Its about the correction. We care about the correction now, if this is what weve been worried about, how can this taper stuff not repeal a substantial chunk of what was not supposed to occur if theyd been tapering . I ask rhetorically. How could it not wipe out a good deal of the advance that would never have happened if we had listened to the cause and effect folks who chatter on namely about a stock market they know very little about. Why would they worry us so about it otherwise . Ill go one step further, the market doesnt take a 4 to 5 hit on the beginning of a taper, we spend a serious amount of time discussing something not materially important to this whole rally. At least not as important as the metrics i hear about and harp on, sales, earnings, dividend, restructurings, management execution and secular themes. Its put up or shut up week for those who have held show many of us hostage with the sword of taper. If the fed doesnt announce theyre going to cut back on bond buying and the market doesnt get hit 5 , will the taper scare mongers fall on that sword . Or will i have to run them through with it . Oh, and lets get this straight. If it is business as usual at the fed because were not yet at 6 unemployment and the Housing Market is shaky, as you would know if you listened to Toll Brothers call last week and retail still in the doldrums, considering all the good news i just mentioned, i say let the buying flood gates open for everyone who wants in as soon as this big, bad fed event is behind us. Stick with cramer. Mad about mad money . Immerse yourself into cramers world when you watch the show with zeebox, on your phone, tablet or web, get sneak peeks, go behind the scenes and join the conversation. Download the free app today for the ultimate cramerican adventure. [ male announcer ] here at optionsxpress, our clients really seem to appreciate our powerful, easytouse platform. No, thank you. We know youre always looking for the best fill price. And walk limit automatically tries to find it for you. Just set your start and end price. And let it do its thing. Wow, more fan mail. Hey ray, my uncle wanted to say thanks for idea hub. O well tell him i said youre welcome. He loves how he can click on it and get specific actionable trade ideas with their probabilities throughout the day. Yea, and these ideas are across the board bullish, bearish and neutral. I think you need a bigger desk, pal. Another one . Traders love our trading patterns, now with options patterns. Whats not to love . They see what others are trading like the days top 10 options trades by volume and get ideas yea i have an idea how about trading that in for a salad . [ male announcer ] so come trade at the place thats all about options and futures. Optionsxpress. Open an account today and get a 150 amazon. Com gift card when you call 18883303137 now. Optionsxpress by charles schwab. Recent deals. Navigator is a wilber ross ship company that transports liquefied Petroleum Gases, lpg like propane and butane along with petrochemical gases, this is a strong business, demand for liquefied Petroleum Gas is rising worldwide at the same time were producing a heck of a lot more of the stuff domestically here in the u. S. Eight more on order, so the growth here is very real. The stocks giving you a nice 18 gain since i recommended it two weeks ago as an overlooked ipo. Can it keep roaring . Lets take a closer look with david butters, the chairman, president and ceo of navigator holdings. Mr. Butters, welcome to mad money. Thank you, jim. Have a seat. Thank you. Now, on this show, weve talked a lot about carriers of oils, this is the first time weve talked about liquefied Petroleum Gas. Where does it go . Well, very simply, jim. Its gas under pressure or under refrigeration so its liquid and can move very efficiently. We get it from all sources. Its really a and the ultimate consumer. But so much is happening today thats that just begs infrastructure play. New terminals, new transportation techniques. All of this is playing out in this new structural change thats taking place as a result of, well, principally in the United States with shale gas. Well, that would mean thats one of the reasons i was so glad. You dont have a lot of longer term contracts. To me, when marcellus comes on, chenier comes on, we dont want you locked in at some lower price. Id like to be locked in at any price, but thats not the nature of lpg business. Incidentally, i like that. I like that because it prevents other competition to come in. Shipping is notorious for people coming in and looking for longterm charters and building route. And that destroys the industry. Lpg tends to be relatively shortterm. We, on the other hand, have been lucky enough because of the flexibility of our semirefrigerated, which means we can both produce that liquid either by freezing it, chilling it or compressing it. Other vessels really can only handle chilled product. So its a great flexible vessel we have. So, you know, were looking to the shortterm maybe 50 of our business over the next year is contracted, 25 over the next year. But thats the way weve lived forever. And yet, jim, if you look at eight or ten years past, the t utilization has been 98 , 99 . Thats why i think youre a great longterm play. And my favorite now on the industry because the others have let us down and you are experienced men who have done a lot in the right segment. Thats mr. David butters, the chairman, president and ceo of navigator holdings. I want you to see why i think this is the best now of the shipping plays, also the best run. Stay with cramer. Were aig. And were here. To help secure retirements and protect financial futures. To help communities recover and rebuild. On the ground, in the air, even into space. We repaid every dollar america lent us. And gave america back a profit. Were here to keep our promises. To help you realize a better tomorrow. From the families of aig, happy holidays. The energy in one gallon of gas is also enough to keep your smartphone running for how long . 30 days . 300 days . 3,000 days . The answer is. 3,000 days. Because of gasolines high energy density, your car doesnt have to carry as much fuel compared to other energy sources. Take the energy quiz. Energy lives here. Open to innovation. Open to ambition. Open to bold ideas. Thats why new york has a new plan dozens of tax free zones all across the state. Move here, expand here, or start a new business here and pay no taxes for ten years. Were new york. If theres something that creates more jobs, and grows more businesses. Were open to it. Start a taxfree business at startupny. Com. All right. I want to talk about a great American Company, boeing, okay. Got a gigantic buyback and huge increase in the dividend. This is what happens if you stay the course. How many people have been shaking out of boeing all the way from 61 to 138. Why is that . Because they spend too much time thinking small worried about a fire here a problem with plane there. Hes got you where you have to go. Which is dramatically higher and boeings not done yet. I like to say theres always a bull market somewhere. I promise to find it for a small but slowly growing group of gop senators now saying that they will support the ryan murray compromise budget bill which faces a Critical Senate vote tomorrow. Now, its not perfect, but republicans should accept the deal and move on. In fact, i believe paul ryan saved the gop from itself. If they have any hopes to retake the senate in november, the focus must be on obamacare. Not another budget shutdown. And obamacares ongoing enrollment errors werent enough, get this, turns out your personal data may not be safe on the federal exchanges. Not just some