Even keel with the dow dipping 18 points today. S p edging up 9. 2 . Nasdaq advancing 1. 8 . Will it stay this way . I think it could depend on what happens this weekend when the g20 meets in brisbane. This conference represents the first time that the true antagonist the ukrainerussia conflict sit down. And perhaps some sort of path to peace can go down. Lets put it another way, though. If you go through my tenpoint checklist, the cessation of hostilities in ukraine was on the list. We get any resolution at all from this australian confab and it will set the stage for still one more run to new highs next week. Without it, though, we could come in on monday morning with the s p futures turning down. Consider this g20 meeting as less of a photo on and more of a substance session. In other words, sorry, we have to care about it. You cant leave the meeting to sad son. Whats on tap after the g20 meeting . This is the week retailers report, so we have to be attuned to the oil markets, because the lower gasoline prices are driving the group higher. Were still seeing a ton of stories about whether the weakness in oil is caused by too much supply or not enough demand. It sure doesnt matter to our domestic retailers or the restaurants either. So lets keep that in mind when you hear the critics. But lets start our game plan with an important nonretail name that reports monday. The protein powerhouse, tyson foods. Heres a company that ended up paying through the nose for wilshire brands and it looks like its paying off. Its integral to my thinking about how all the Big Food Companies have to keep finding targets of opportunity to grow. Keep in mind, that hain celestial could be the secret sauce that allows a host of packaged Food Companies to grow. Listen up, guys, youve got to go buy one of those two. I think if tyson reports a good number, it will spur talk of more consolidation in this very beleaguered group. Days like tuesday, theyre why i love this business. They will start with home depot, reporting what i expect to be a fantastic number. The stock sure is anticipating it, but what you really want to learn is whats on the call. Home depots got a new ceo, and i bet hell continue the excellent work that chairman frank blake did for so long. I want you to stay close to the details about how consumers might be ready to do more than just invest in their homes. I think this is going to begin the quarter of frivolity. Thats right. Where people begin to spend like the old days and use a bigger part of disposable income to gussy up their home. We have to know what they say in order to learn what aisles those spare gasoline dollars are flowing into so we can buy the suppliers to home depot, the right ones. I know many of you own alibaba and good for you. Youre going to want to hear what cramer faith vip shop has to say. This means stock goes higher. Just kidding. Recently split a 10 1 split. One of these amazing things, although people thought it had just been cut in half. This things been a horse. It is up 192 for the year. All aboard. If they say good things, then you know what . I think alibaba is going to mount another challenge. You dont know jack . Then this is your chance, because jack in the box reports on tuesday. We like the hamburger chain, but were much more interested in whats said about the turnaround happening at qudoba. This quarter reverberates so loudly i think you can move the stock of a fictional company. Finally we get results from a company under siege. Its petsmart time. Jana, taking interest in walgreens and now mcdonalds, has been pushing for value to be brought out in this lagging retailer, which is flat for the year. But th you know the hedge fund is going to put in a lot of pressure. Wednesday we learned about the plans of keurig green mountain. Goldman sachs came out with a Research Note today talking about keurig cold, to make cold drinks. And were anxiously awaiting more news about this disruptive device, as well as keurigs relationship with cocacola, which has a big stake in the companys stock. I was going down nostalgia lane the other day as i researched this piece and stumbled across a presentation by Hedge Fund Titan king genius billionaire of Green Light Capital ridiculing me for liking keurig. Funny thing, with the move that keurig had, we now have an official double from when this brilliant powerful uber money manager trashed me for recommending the stock on the show. Im still waiting for my apology. But im sure this mighty allknowing king pen of finance will get around to it eventually. Not. Salesforce. Com also reports wednesday. Have you noticed this one is quietly moving up . Ive been with the stock all along. I reiterate, that sales force is a terrific stock to own because its at the heart of a mobile social cloud based revolution. I bet it will be good. But if it gets hit, you have an opportunity to buy the stock at a discount. Theres always some clown that expects more than he can deliver. Thursday we get results from a wild one. Mobile eye, which has been one of my favorites, but ran up so much that i got cold feet about it, not unlike gopro. I dont like to chase and people were chasing this auto navigation stock bigtime. Its had a huge number of contract wins, including tesla, so i bet it tells a very good story. We also hear from best buy. This stocks also down. This stocks down 11 for the year. While i dont want to own it, i do want to hear whats selling well. I actually want some intel, not the stock, on gopro, which has been stalled after a triggered quarter because of that insider selling. If best buy says anything good about gopro, and i think they will, then gopro will blast. And youve got to be a buy, buy, buyer. Finally we get results from foot locker. I also like nike and under armour. With this cold weather, the frigid polar vortex, i want to buy some more deckers. Thats uggs. I want to own them and hopefully nike comes down. So let me give you the bottom line for next week. If we get some peace talks going with russia, get oil to stay tame, but if ukraine is intractable, were going to get a chance to buy stocks lower as that caldron, which has been off the front pages lately, will be right back on if the g20 turns rankero rancorous and russia stays bellicose. Jamie in south carolina. Jamie. Caller first time, long time. Good to have you on the show. Caller this is colonel Jamie Houston from ft. Jackson, home of Steve Spurrier led gamecocks. On behalf of the trainees who pass down, id like to invite you down for our annual military saves push in february. Thanks for taking my call and thank you for highlighting the military for vets day. If we can go im looking at my executive producer right now. Shes like, freddie cordova, can we go, freddie . Because i think that would be the greatest offer. That would be the greatest, jamie. Thank you for serving. Do we have an actual particular question . Caller i do. As part of my arctic blast investment strategy, i have a plan for cold weather stocks. That brings the utilities into play. Ive seen the headlines. Utilities are dragging down the market. But i wanted your take on why this would be the case as the cold weather approaches. Im a big fan of emerson at 64 and con ed. Which way do you see this arctic opportunity playing out . If you think that the arctic opportunity is going to cause any downed power lines, what you want to do is buy quantum, which is pwr for power. Con ed will not be impacted. Thats just a pass through. I think that the best way to play cold is the best way to play next weeks earnings, which is probably in home depot. I do expect home depot to report a very good quarter. I think its a very Good Opportunity because of the storms that are upcoming. Can we go to joe in florida, please. Joe . Caller jim, how are you . Joe from florida. Oh, man, i wish i were there. Why am i stuck in jersey . Whats up . Caller come on down. My question is before i get to that i just want to thank you very much for your show. Ive been a big fan from the beginning. My kids love it. My whole family loves it. Youre so animated. You better not ever retire. You know, i intend to go as long as my father. My fathers still working and hes 92. So like whats the problem . Im ready to go down there and give him the business. But let me ask you. Do you think that i am this is an existential crisis that ive been having lately. Do you think that theres still people talking about individual stocks . Are your kids talking about individual stocks or are they talking about etfs . They talk about individual stocks, because of you. And i dont know why anybody wouldnt watch this show. You are brilliant. Thank you. So which stock are we talking about . Thank you. I needed to hear that. Cracker barrel . Oh, cracker barrel. This is what matters about cracker barrel. This is the ultimate gasoline play there are more people driving. We heard that from marathon pete. And when they drive, they stop at cracker barrel. As i to, too. When i used to be a little heavier set and i had that cheesecake. I mean, the vanilla, you know, where they put the slice of cheese okay, anyway. If we get some peace talks with russia, just buying these companies that report good quarters. If we dont get that, youll get a chance to buy lower. Companies buying the smart phones and wearables that are on your Holiday Shopping list. Ive got the scoop. Plus, just when you thought it was safe to make the big call on oil, the market turns on you. The inside story on black gold is next. Lets start with an authentic wall street battleground over a tiny 3 satellite stock thats caught my eye and it should catch yours, too. Stay tuned to find out why. Stick with cramer. 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. For tapping into a wealth of experience. For access to one of the top Wealth Management firms in the country. For a team of Financial Professionals who provide customized solutions. For all of your Wealth Management and retirement goals, discover how pnc Wealth Management can help you achieve. Visit pnc. Com wealthsolutions oooh mattress discounters 197 mattress Sale Television announcer get a serta mattress, any size, for just 197 each piece when you buy the complete set. The 197 mattress sale. Bulldog oh boy Television Announcer . Is on now. Mattress discounters lets talk about one of the biggest battlegrounds in this market. A 2 and change stock called global start, which provides a satellitebased phone and data services. A company we were asked about this week at our salute to the troops show. Global stars show plummeted, with a statement that their spectrum is virtually worthless. However, last week in the wall street journal, elon musk announced he may have plans to launch satellites himself. What is your take on the value of global stars spectrum and the spectrum business as a whole . First, booyah to west point cadet corey for the great question. I promised him answers. Tonight ive got some. What made this name so intriguing to both bulls and bears . It started when global star started lobbying the fcc to change the rules in order to allow the company to use its satellite only spectrum. The fcc seemed amenable, although the rule changes can take ages. It was smooth sailing, right up until this fall when a hedge fund with a history of aggressively shorting Dubious Companies announced it was shorting global star, explaining why they think the stock is going to zero. Then he sent a letter to the fcc advocating that they reject global stars proposal and use the spectrum for terrestrial wifi. Basically they assassinated the stock. Global stars shares stumbling nearly 60 in the weeks following his presentation. Since then, global Stars Management and the analysts have tried to rebut his claims that the company is essentially worthless and its rebounded to the point where its only down 25 since getting caught in his cross hairs. So tonight i want to dig deep. And explain both sides of the argument here. And then perhaps give you some idea about what you can do with it. First, though, its important i do a mea culpa here. I recommended global star in early july. It was at four bucks and change early july. It was at four bucks and change. I have to admit that this was a bad call, since the stock has been crushed. My thesis was pretty simple. Companies have been paying through the nose for electromagnetic spectrum, and if the fcc gives globalstar permission to use their spectrum, that asset would suddenly become a heck of a lot more valuable. However, i also said this stock could be risky. And boy oh boy did it turn out to be true. Globalstar has become a total battleground, with one hedge fund waging an allout war to convince investors that its stock is going to zero. Starting with those aggressive short sellers, why do they have such a low opinion of globalstar . For starters, globalstar has been billing its potential terrestrial service as a way of relieving wifi congestion. But its claimed this whole wifi congestion story is bogus, which suggests theres no need to approve the request to rezone the spectrum. Between technological advance and existing spectrum, theyve got more than enough capacity to satisfy demand. Theyve got some incredible evidence to become that up. Beyond that, the proposed wifi service will never be commercially viable. They want to choose people for access, if they can get permission from the fcc, but kerrisdale says that wont work, calling it a nonsolution for a nonproblem. The biggest reason why, globalstar has been focused on the standard for wifi for a long time, but these days theyre now using the five gigahertz wifi band. The great thing about this band is free, unlicensed wifi, which means you dont have to pay anyone for the spectrum youre using. I could go on and on engs planing all the negatives kerrisdale presents. They say globalstar is deeply indebted and likely to violate its financial covenants as the companys Satellite Operations simply cant support the companys 631 million debt load, which doesnt even include in the money convertible bonds. If globalstar doesnt get fcc approval, then the equity could be worth nothing. So how does globalstar respond to these allegations . For starters, they claim that wifi congestion is very real. In fact, wifi is carrying a lot of load for mobile originated data and we actually do need more capacity, which happens to be where gsat was located. They only see the problem going worse Going Forward and that seemed like that was a compelling argument to me. Globalstar says theyre offering a Premium Service at lower cost. They insist there would be demand for this and the service could be deployed quickly and efficiently. That intrigued me, too. When you look at the claims made by kerrisdale and the claims made by globalstar, its pretty clear theyre mutually exclusive. In other words, someones wrong. My view, look, im not the guy to settle questions about wireless technology. When it comes to the purely financial side of the story, i am concerned about globalstars balance sheet. Whats the issue . It looks like the companys on track to miss those targets. And therefore be in violation of its covenants. They already missed their target for the first half of the year, and only an equity pure contribution allowed globalstar to avoid default. The problem will only get more worrisome over time as targets get harder to meet without a Capital Raise of some sort. So no matter what happens here, were looking at a lot. The downside could be absolutely enormous. Theres a lot of risk. A lot of risk and a lot of ways the story can go wrong. I do think globalstar believes in their product. But this is clear lay very high risk situation. It deserves to be a battleground. Its a battleground. We like to stay away from battlegrounds. I say with this new negative evidence, forget globalstar. There are easier ways to make money. I wish i had never heard of it. Bob in new jersey. Bob . Caller a cold and frosty garden state booyah, jim. Totally in agreement. Whats going on . Caller qualcomm reported earnings earlier this week. They were okay, but they gave a weak forecast. And the stock was taken to the wood shed. You think its worth a nibble here . My problem was the guidance was really created by the fact that both the Chinese Government and the u. S. Government seemed to be bent on this company not making as much money as it is, so therefore the guidance could be realistic. So ive got to say no to qualcomm. I think if you want to be in that business, youve got to own sky works solutions. Much safer situation. Theres no other way to put it. Globalstar is a battleground stock. Here on mad money, we stay away from bottomle grouattlegro. Much more mad money ahead. Think you finally figured out how to play oil . You could be in for a crude awakening. Ill introduce you to a lamb thats roaring on wall street. Dont miss my interview with the ceo. Early Christmas Gift . Or should you shop elsewhere . Stay with cramer. So ally bank really has no hidden fees on savings accounts . Thats right. Its just that im worried about you know hidden things. Ok, whys that . No hidden fees, from the bank where no branches equals great rates. Ghave a nice flight r bag right here. Traveling can feel like one big mystery. Youre never quite sure what is coming your way. But when youve got an entire company who knows that the most ontime flights are nothing if we cant get your things there too. Its no wonder more People Choose delta than any other airline. So i can reach ally bank 24 7, but there are24 7branches . Its just im a little reluctant to try new things. Whats wrong with trying new things . Feel that in your muscles . Yeah. I do. Try a new way to bank, where no branches equals great rates. We talk a lot about how easy its been for those who are 100 long or totally maxed out on owning stocks in the year 2014. Those few have braved the endless negativity, whether it be about the crash that was supposed to happen after the fed walked away, or the ebola scare, or the worldwide slowdown. They have made out like bandits. Particularly those who simply own shares in the s p 500. That was easy. If you own just the most obvious, biggest capitalization stocks, then youve done phenomenally well. Stocks like apple, microsoft, up 34 respectively this year, an astounding run. Hedge funds, on the other hand, have performed rather poorly. Boo in general in 2014. A lot of that has to do with their need to stay short or bet against something, anything, to be able to profit from the inevitable declines that are supposed to occur in any given year. As a former hedge fund manager, i can attest to the need to make money on all down day. Or days when the outages were off, i was constantly bombarded by partners asking how much money did i make . How much money did i make . Even as i was also expected to make money on the up days. Almost nobody is that nimble, and you can only hedge or overly hedge so much before youre simply not making money on either up or down days. When i shorted stocks, i tried to go after companies i thought were shady, or hype artists or had serious fundamental headwinds. I was always gungho about buying put options on groups that were rolling over, when i thought that the estimates for the companies were too high. I never shorted on valuation, meaning i wouldnt go against the high fliers, unless i knew that the analyst communitys estimates were simply too extreme and too enthusiastic and raised the bar to a level that was simply not sustainable. Yesterday i would have come in heavily short the oil stocks, particularly the oil driller, because numbers are way too high if this decline in crude continues. But yesterdays session typified the difficulties of 2014 for all of the hedge funds that have had to maintain short positions to please those partners who want them making money on down days. This shorting of the oil complex made a ton of sense, right . I mean, oil started trading down pretty much from the getgo yesterday. The groups been in the house of pain all year. This has been going on for a long time now. You know that. Its accelerated in the last few months. But wow. The charts being down is an important consideration, because so many longonly stockholders, theyre closet charters. I was always whats known as a catalyst short seller. Meaning that i needed an event that would crystallize the overvaluation before i put the short on. Yesterday that catalyst was h. P. Its a an honest oil company that does drilling on our continent. Yesterday they reported, and that quarter was tailormade for the short sellers because the Management Team there never minces words. The ceo started things off perfectly, when he was asked about the cancellation now that oil is going down. He said there hadnt been any cancellations yet, he acknowledged that he was asked in the previous quarter when oil was hovering between 90 and 100, what type of pricing level would it have to get to in order to see a change in behavior or less activity . And im quoting, 75 to 80 where it is today. It didnt matter that this Terrific Company reported amazing earnings. Nor did it matter that there had been no change in biehavior as f yet. All anyone cared about was that 75 to 80 parameter, because at the moment he was speaking, oil had skrjust dropped to 74. Worse, near the end of the call, after endless questions about what happens in this business, we get the coup de gras. At that point, the ceo you could tell he was frustrated by the statement, and it was more of a statement than it was a question. He said that his company had raised the dividend every year for 40 years, and the board wouldnt have done so this time around if it were really worried about some sort of cataclysmic boom and bust. But th then it accelerated and crashed all the way down to 77 bucks. This is one days trading. And that was yesterdays lows. That decline caused a wave of selling in all of the companies that have anything to do with contract drilling or oil services, and that plus the continual selling in the oil pits made for some super aggressive shorting by the hedge funds. The oil service etf was being pounded. They were down there giving it the business and the longs were being totally routed. It was a heaven sent day for the hedge funds that were short the oil complex. At least until 3 33 p. M. And thats when dow jones broke the story that haliburton is in talks to buy chief rival baker hughes, but at a substantial premium to the 48 price to where it was trading at that moment. Down three bucks from the opening because of all the things ive been mentioning. Suddenly baker hughes started climbing. Next thing you know, the group is turning around. Helmeric payne, which had been at 77, beelines to 81. The oih is sourcing 42. Theres chaos everywhere. And all at once, you can hear the collective thoughts echoing everywhere. This group is so far down, the manager is beginning to come in fast and furious. We went from thinking that these drillers were the shorts of a lifetime. To 333, when everyone wanted to cover these lifetime shorts. People were beginning to think of other mergers that would make sense. Will stout oil buy struggling young bachen independence . By the end of the day, the fear was palpable for the shorts. It went on right into the clause. I have no idea if this merger can pass mustard with the Justice Department. It seems ridiculously positive given that our competitors are pretty much every line of work, except those that haliburtons trying to break into. Oil companies pit these two against each other all the time. And theyre often mentioned, vicious antagonists who compete on price, and innovation to take clients from each other. The overlap is, in fact, outrageous. But this Justice Department hasnt had many objections to consolidation, so who can blame two competitors who might want to hook up . Especially when they have to spend so much on technology to leapfrog each other. When you consider that the Justice Department plus the Airline Mergers or the acquisitions by enterprise product partners, which now controls more than half of the natural gas liquids pipelines in this country dominates the processing and exporting of this stuff, maybe this Administration Just doesnt care about what the oil and oilrelated companies do. Or perhaps they look the other way. Or maybe they just dont understand it. Or they dont care that the customer, in this case, the Oil Companies get gaffed by the end of Competition Among suppliers. Unsympathetic figures, these Oil Companies. But the most important consideration for stocks is simple. Even the best of short ideas can kill you in this market if you overstay your welcome. And as of yesterday, that might be exactly what happened in the oil patch. Heres the bottom line. In 2014, everything that can go wrong for shorts does go wrong. And yesterday, at 3 33, just one more day where we saw that this market is advanced not just on the dollars of the long only investors, but on the backs of the short sellers, too. Kevin in california. Kevin . Caller hey, jim, big booyah from the tiny town in california. Ive been there. Caller magnum hunter. Ive ridden it down, and with them getting out of oil, i was wondering if now is a good entry point back into it. The problem is that everybody should se is just sell everything. The s p downgraded magnum hunter. And people arent distinguishing. And youre absolutely right. Magnum hunter is in natural gas and natural gas has been really strong versus oil. But in the end, they lump them all together. Is it a buy . Ive got some of the highest company Oil Companies going down. How can i tell you to go buy g magnum hunter . So i say make it easy on yourself. Buy one of those. I come out of here every night to explain why you should stick with the market. Yesterday, what we saw with the oils was just one more example of why this market is not in favor of the shorts, but for the home gamers like you. Theres much more mad money ahead, including a chip maker a company that makes the equipment that has surged nearly 50 . So can lam Research Power even higher . Im going to talk to the ceo. Then low gas prices and Holiday Shopping season, putting some of the biggest names in renar retail. Plus dont sweat the thunder snow. A storm of stock calls is just around the corner with the lightning round. Stick with cramer. Some stocks are so strong, you have to marvel at the way theyve been running. Thats how i feel about lam research. The Semiconductor Capital equipment maker thats given us a terrific 37 gain since i last spoke to the ceo past april. Historically, this business has been extremely cyclical. Boom, bust. But at the moment, chip makers transitioned. They need to upgrade to the next generation of machinery constantly, and thats where lam comes in. Its moved beyond its core plasma etching business, into thin film deposition platforms, photo resist strip systems, and wet plasma cleaning products. Lam reported near the end of october and it was a thing of beauty. I was astounded. Company reported 2 earnings. Inline revenues rose 13. 5 year over year. Management made some very constructive comments about 2013. So can it keep roaring . Lets check in with martin anstice, the president and ceo of lam research. Mr. Anstice, welcome back to mad money. Thank you, jim. Nice to be here. Thank you. Ive got to tell you, you did something that no one else has done. You actually say that youve got good visibility right through the calendar year 2017 . How is that possible . We have a perspective in terms of Technology Transitions from the industry. Of course, very hard to predict the Global Economy and what that means in terms of consumer products, demand. But what is very tangible for us to identify is the technology inflections of the industry, which is the core of how the industry supports devices. But whos smart enough to know how to make those small factors now for 2017 . I mean, who knows that much . Well, you know, i dont know that were that different to anybody else in the industry. I think the Development Cycles that are necessary for us to deliver equipment require two, three, four, sometimes fiveyear cycles of investment in high volume manufacturing. We dont have the crystal ball, but we have an ability to dialogue with customers in fundamental research and concept and feasibility evaluations, and help work through incredibly complex transitions for them in the long term. If they didnt spend, what would happen . If they didnt spend, ultimately, there are supply problems on integrated surface. The balance is very tight, so any signal of demand today is a signal of capital invest. A lot of discipline. Ive been through i remember in the 90s when everyone told me there would be a shortage forever and someone picked up the phone and called your predecessor and they started making more. If youre in micron, everything is really tight. Why . Theyve never been disciplined for years. One of them always blinks. And maybe that happens, maybe it doesnt happen. My thesis is one of the byproducts of consolidation in the Semiconductor Industry and also in our Equipment Industry is there are cycles of discipline, there are cycle time capabilities, so theyll allow decisions to add capacity much more timely than ever before. So the need to anticipate is less. I think there is much less cyclicality and much more discipline. This is something no one expected. I didnt trust the cycle. But it wasnt a cycle. It was secular growth. Yes. Thats the way to look at it, right . I think thats the way to look at it. The traditional cycle defined by an imbalance of supply and demand i think is in our past. Thats amazing. I cant believe thats happened in my lifetime. I always thought it would be boom or bust. One thing that did disturb me, but maybe im incorrect, is that the top three customers represent for us maybe 2 3 of our systems. Typically in a lot of industries, id be afraid that you would have three customers that were so dominant. Why is that okay in lams case . Its the reality of our industry. I think 65 of Semiconductor Equipment purchases are made by the top three Semiconductor Companies in the world. Which doesnt mean thats the only focus. Because there are still very important customers beyond that top three. And theres an install base annuity thats a very important part of the economics of the company. So our focus is way beyond all three. But the Technology Leadership that comes from the three to five. Customer trust is our first and most important vision. If thats the case, then would people trust Applied Materials with that merger . I have to believe that merger is upsetting people. Thats a conversation you should have with them. Youre the foil for me to say that. You know, generally speaking, we are an advocate for consolidation in the industry. We think it is a way of delivering value. But our perspective on this deal, it is too big for the industry. It does have a consequence in terms of competition levels in the industry and ultimately competition levels are a necessity for innovation. And so our perspective is a little big. And well see how the regulator review process plays out. But independent of that, the strategy of our company is very clear. We have a focus on deposition, execution is everything. We have put together two years worth of outperformance in those products. Right. Amazing. And the technology inflections of the industry allow us to position, and we think that continues. Youre just a great growth company. I see no cyclicality. Exciting time for us. Very exciting time. Thats martin anstice, the president and ceo of lam research. This used to be boom bust. Now its just secular growth, not cyclical. Thats why its working so well. Mad money is back after the break. So ally bank really has no hidden fees on savings accounts . Thats right. Its just that im worried about you know hidden things. Ok, whys that . No hidden fees, from the bank where no branches equals great rates. Theres confidence. Then theres trusting your vehicle maintenance to ford service confidence. Our expertise, technology, and high quality parts means your peace of mind. Its no wonder last year we sold over three million tires. And during the big tire event, get up to 140 in mailin rebates on four select tires. So i can reach ally bank 24 7, but there are24 7branches . Its just im a little reluctant to try new things. Whats wrong with trying new things . Feel that in your muscles . Yeah. I do. Try a new way to bank, where no branches equals great rates. It is time its time for the lightning round are you ready . Time for the lightning round. I want to start with wow. Lets start with todd in arizona. Todd. Caller jimmy, its cardinal cold out here, 65 degrees out here. Brr. Oh, you moon devil. What do you got . Caller were out here in phoenix, home of donovan mcnabb. I guess they might get off the couch and go to work for us out here, you never know. The home of the super bowl winning philadelphia eagles, too. Whats up . Caller my mom, they used to follow alcoa. We miss them. Is it finally time . It is spin aa time. I want to buy, because the price is going higher. One down, three up. Lets go to joe in california. Joe caller hi, jim. Warm and sunny california booyah to you. Freezing cold nasty jersey booyah. Whats up . Caller im interested in prospect capital. Its one of those mezzanine finance companies. Those companies are out of favor and im not going to try to bring them back in favor. Angelo in new mexico. Angelo . Caller jim, its angelo in santa fe. Oh, man i love the land of enchantment. How can i help . Caller in light of the Supreme Court review and the republicans continuing to tack on hca, what do you see . I thought the Supreme Court review it made me feel like i too had to become away from hca. I think youve got to wait now. Honestly, its had an amazing run. And now you add this new wrinkle that i think makes it too hard to own. Lets go to perry in new york. Caller booyah, jim. First i want to thank you and your fantastic team for all the expert advice and research that youve done. My stock is yelp. Okay, yelp, you have to understand. Yelp is a longterm situation. It is a very risky stock. You have to keep adding listings. But you know what, i feel the same way about yelp, i was willing to hold it and hope that things get better, meaning that someone takes an interest in it. I think yelp is the online yellow pages for the future, but its beginning to be very rocky. The last quarter was frankly nothing to write home about. Lets go to audrey in florida. Audrey. Caller hi. Audrey, how are you . Caller okay, how are you . Mr. Personality is your new name. Thank you. Caller so, just calling to find out a little bit about swi solar winds incorporated. Its very hot management software. I think the stocks moved up too much and im not going to touch it. Lets go to nathan in arizona. Nathan . Caller a big booyah to you from gilbert, arizona. Thank you. Caller thanks for taking all my call. Just picked up a whole bunch of cramer literature. Excited to read it this weekend. My stock is groupon. Im a little biased with groupon because we had a major crash at my restaurant that i owned with the software. And its very disturbing to me. It happened last night. And it worries me. The quarter is supposed to be good, but ive got to tell you, i have to spend some more time looking into it. Because the crash is such that i dont really understand it, frankly, but it was not just my restaurant. And that, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by td ameritrade. Professor cramer, a new jersey badda booyah to you. The greatest state in the union. Im originally from new jersey, having recently retired and moved to boca raton, florida. You sure got the edge on me. Im still here. Whats up . Caller i got away from the rain and cold and the snow. Pit bull. Ke ha. International recording stars. The smash hit timber. Now jim cramer adds his mastery. By whistling . [ applause ] hey, im cramer welcome to mad money. Welcome to cramerica. Other people want to make friends. Im just trying to make you a little money, especially for the brave men and women who sacrificed so much to sacrifice for this nation. Big booyah. Im from ohio. From plano, texas. U. S. Army. From fairfax, virginia. Need a reminder that we live in the greatest country on earth . Youre looking at them right now do not abandon Retail Stocks. They just might be getting their groove back. This morning, we caught two downgrades of two terrific retailers, ross stores and tgx, because of valuation . Specifically, the Research Firm took these two stocks to sales because they think the expectations are too high and shareholders could be disappointed when the numbers come out. I say hold your horses. First of all, the climate has become just about perfect for retailers, and i dont mean just the chill in the air. I think with Consumer Sentiment going through the roof, you dont want to cut back on any of your retail holdings. Consumer sentiment, which i thought would be dealt a bad blow because of ebola fears, turns out to be extremely robust. Likely because of the shocking decline in gasoline. I think this cheaper gasoline story is still viewed as an abstraction by many people in wall street and thats just dead wrong. I bet they have no idea how much more shopping can be done now that people who spent a great deal of their income pumping gasoline have spare change in their pockets. I bet theyll be pushing all things retail if they had a tax cut of similar magnitude. How about ross stores and tgx specifically . Sure theyre trading above historical norms, but many stocks are. More importantly, they really havent done anything this year. Ross is up just 8 and tgx is down 2 . Hardly the kind of stocks that have run away to the upside. Both are excellent retailers. I like both of them. All week weve been pleasantly surprised by the way Retail Stocks have acted. Consider that both macys and nordstrom cut forecasts. But buyers flocked to them anyway. In part because of their commentary about how well theyre set up for the Holiday Season. Macys took care to mention that the pump price figured importantly in the strong quarter. Last night, the ceo of popeyes came on here and credited lower gasoline prices one of the chief reasons her company has put up miraculous 7 same store sales growth. I think walmart also got a huge boost from cheaper gasoline. Walmart is a lot better than it used to be because of some important changes to its lineup, including better stocking and more natural and organic food. But to me the big positive is the money that would have been spent at the pump is now being spent at the register. I totally understand analysts being nervous about the group. We took profits from a Charitable Trust out of fear that they would cut their forecast, and thats exactly what they did. But i think the buyers have sent the stock up anyway, made a judgment about declining gasoline prices as positive going into the Holiday Season and decided to stick with macys and ignore the cut forecast. I say let the retailers run. They used to be tremendous growth vehicles for years, and then for the longest time, only costco and home depot seemed to go higher. Because of gasoline, everyone is now joining the party. There will come a time when its too crowded to trade. But right now, its just the beginning. I think you should stick around for the begins. I think they could still be tremendous. Hey, stick with cramer. No. Its called grid iq. The 4 51 is leaving at 4 51. They cut the power. Itll fix itself. Powers back on. Quick thinking traffic lights and self correcting power grids make the world predictable. Thrillingly predictable. For tapping into a wealth of experience. For access to one of the top Wealth Management firms in the country. For a team of Financial Professionals who provide customized solutions. For all of your Wealth Management and retirement goals, discover how pnc Wealth Management can help you achieve. Visit pnc. Com wealthsolutions to find out more. I research. I dig. And dig some trader more. Search. Because, for me, the challenge of the search. Is almost as exciting as the thrill of the find. announcer at scottrade, we share your passion for trading. Thats why we rebuilt scottrade elite from the ground up including a proprietary momentum indicator that makes researching sectors and Industries Even easier. Because at scottrade, our passion is to power yours. Twhat do i do . You need to catch the 4 10 huh . The Equipment Tracking system will get you to the loading dock. There should be a truck leaving now. I got it. Now jump off the bridge. What . In 3. 2. 1. Are you kidding me . Go. Right on time. Right now, over 20,000 trains are running reliably. We call that predictable. Thrillingly predictable. Remember, g20 this weekend will matter. Because russiaukraine is going to be front and center all next week. Thats really the one thing that disturbs me about this market. We cant just ignore it. Id 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. I will see you monday look, scarface was a gangster, but that [bleep] was fiction. [bleep] Charles Cosby that [bleep] a living legend. That [bleep] the real scarface [bleep] that dude was flipping down. Im the godfather, head honcho married to the game like Griselda Blanco put the keys in the closet in my condo bulletproof vest on my chest like poncho incredible i clap like an encore for the right price, ill turn you to a john doe