Are jumping on to the gridiron, as of today putting up strong terrific performance. Thats one of the defining features of the final the year, at least a good year, a good one like this one. Its playing out even seemingly on a sleepy day. Believe me, though, under the hood, it was anything but. It was a downright ripsnorter of that rotation with lots of big winners. Alleluia , but also a lot of loser. They managed to cancel each other out. For days on end, this market has been led by the stocks of companies with very little sensitivi sensitivity. Pepsico has had a remarkable stealthy run, a move that picked up speed as the stock readily went to 90 to 100. Procter gamble, stuck in the 70 range for ages, suddenly broke out. It was a fantastic run for the company. And the new plan to sell the problem matt fick wella hair care big. And speaking of infrastructures, yeah, clean ex, spun off hallyard health. A name i will revisit in 2015. The stock kept climbic without it. They have been on fire. Buy buy buy how about the drugs . No group with economic sensitivity. Bristolmyers vaulted ten points out of nowhere. Wow. Zoetis, the Top Animal Health company, has been soaring since we found out that bill ackman had taken a major position. In fact his joint move with valiant to take a run at alalle aller allergan. To where its going in the takeover. Didnt that demonstrate how cheap and perhaps ripe for consolidation the whole sector might be . Especially given the monster rally since the acquisition was announced. The biotechs rallied right along with them. In the old days we used to see the stocks move up in tandem. But the market stopped doing that for some time until this were, when the bull can no longer be knee nighed. Next then we saw the four horsemen that i detail endlessly in get rich carefully. Theyve been soaring for ages, and biogen is still rocking up 19 bucks, a promising, lets say abstract. And after that critical downgrade from jpmorgan rallied almost 5, a nice move that continues to buck any rotation. But rather suddenly, the flow of funds into these recessionproof stocks have started to reverse. You saw that today. Consumer packaged goods, drugs, biotechs nearly rolled over. This is day one of the changeover. Why is it happening . Thats what i want to teach you, okay . First, these economically sensitive stock ensensitive are the ones we call secular grow es, theyve had a virtually unprecedented run based on a slowing worldwide economy. These are big glort businesses, also benefited from the earnings estimates are too low, given the decline in one of our principal raw costs, namely petroleum. But we know that even though china is slowing, theyre still going to buy this stuff. People warp their hair, brush their teeth, but that can only take you so far. Including the euro. Which today hit a twoyear low and seems to be destined for further oblivion. Secondly genuine bull markets like this one let them rest and re charge, putting lagging bench warmers into the game. Of course they dont just appear by magic. There has to be a reason. Some catalyst, no matter how obscure, so let me give you the schematic behind what happened today. Its not obvious, in the papers, first, oil started bouncing today. Dont overlook the fact that theres a substantial who engine win lynn believe that oil is the ultimate barometer. This group of managers simply wont touch, if aisle is going down. Weve been, i know were all conditioned to believe that the most important numbers are the ones that come from the government. But the people who really follow these cyclical stocks closely, that isnt what we think about. We are really driven by more obscure data. For example, im always tell you to listen to the alcoa conference call, the one they tell you about the economy. Klaus kleinfeld has taught me that i that theyre amazingly sensitive we learned that big truck orders have just surged to levels that they have not seen in eight years. It was jaw dropping. I saw it when i was on squawk on the street. Wait a second, guys, truck orders. It would sound pretty silly anyway, this may sound like a small thing, but in reality its anything but. And eaton that this was be flying. Sure enough, thats what happens. That comes on top the the fantastic auto sales. I cant overstate their importance. Anything auto related, i couldnt believe the moves today. They were amazing. Now were getting a hugely important shift. Precisely because of the belief that the industrial economy is improving. At least no for you, though i dont want you writing them off. The money is flowing in struf tech. Host of little semiand big semiconductor, like kla, these are classically cheap stocks. I saw an initiation of sandisk today. Skyworks solutions, were talking seagate, cisco, texas instruments, emc ad net, these are getting terrific moves, and theyre vied as industry tech stocks in their early stages. I think we are you have 10 tomorrow. We Start Talking about the government, that will sent money scurrying back. However, we get an employment number friday thats even halfway decent, well see giant inflows into the honeywells and 3ms. Theyve been resting. Ive got to tell you, they are going to break out. Thinks guys getting you eight, nine points. Theyll get you 30 this weekend. Im not kill you, plus i think you can they could be able to put up huge gains. My goal isnt here to tell you to go buy them or buy the staples. My goal is to show you what is going on under the hood, be graphic about it so you can understand it, how the averages look like theyre just crawling higher, but underneath we have a rotation of immense proportions. I know it seems mystifying, but its time honored and recognized. Before you decide to drop or add players. The crucial last month of the season. Ricky in missouri . Ricky. Caller jim, im not trying to add too much stocks except for smith wesson 7 expect the price to jump due to the recent unrest packed with a price nearing a 52week low. Should i be worried about the upcoming Earnings Release . Yes, remember. The whole movement was toward taser, away from mist wesson. This is a taserled rally. I just dont think it would its day, a fabulous run, but now on to the next. Jaime or jamie . Caller jim, how is it going 1234. Im doing real well. How about you, partner . Caller cant complain. A quick question about ver i phone. I invested pretty much my Retirement Funds in them. Theyre fluctuating going up and down. Do you have a better longterm suggestion . I never recommend stocks on a if i think the earnings arent coming through. I think theyre coming through. I think that this company, if it doesnt get the stock up to 45 next time, will be taken over, the business is so good and a crucial part of the new food chain at the checkout contract. Biggest news today. That happened behind the scenes. Big money is being moved around from the likes of pepsico to some real industry powerhouses. Keep that in mind whenever you find your more mad money, making money off marijuana used to require a certain flexibility when it comes to being within the law. Not anymore. Plus its the answer everyone is looking for. Whats next for oil . I may have found the clue that reveals the next move. First, you saw calvin klein when we took you to the store last weekend . Ill find out if the stock behind the bran is on sale after earnings, so why dont you stick with cramer. After the close, we got some results. You know as calvin the company just reported, and delivered an eightcents earning beat, revenues that came in a bit light, substantially better than expected Gross Margins. While the companys north American Business was solid, they hadsh boll calvin live and Tommy Hilfiger gown. Heart of it was the strong dollar, and partly because they see the holiday selling season being way more competitive than they expected. Lets check in with manny about the company as prospects. Welcome back to mad money. Going through many of your releases. You say its currency thats causing the discrepancy. The future you seem very 2k3w5rded on, but even through the release, you tau about how the samestore sales were positive, but can you make sense from are things really good or not . So i guess i take a step back. The Third Quarter itself was strong. I think as everybody talk but, the september and october period we are weaker. Inventory is in very good control. Were getting into the Fourth Quarter season, and business is running on plan and were feeling good about it. The take joan is 100 related to foreign currency. I wanted to be sure that you arent concern about Tommy Hilfiger samestore sales down sequentially from the second quarter, and in germany, i want to know whether its too promotional, or do we just x out currency . I think the challenge for us is given the environment, given the Fourth Quarter, and a lot of noise thats out there right now, and the biggest part of it is ahead of us, the real question for us was should we have tried to make up some of that based on the beat, and we didnt want to get ahead of the numbers. Each day is so significant for us. It is a cash cow. Which seems very strong, but hertz is down 6 on lower comps due to higher promotional activity. I dont know what to ask there. That seems way too high versus what i see in the stores. Right now were not getting the growth out of that. We just havent seen it with the consumer at this point. All this talk about gasoline, and is that opening price consumer really back in a strong way . We havent seen them opening their pocketbooks for apparel. See, you know, stock was up 11. They do, and they have a number of calvin klein brands. Like you, theyve called out their dress business as being very strong. They have that calvin klein is not promotional at all, better sportswear. I just want to be sure that they dont have a better calvin than you . No, its the same brand, the same business, as weve talked about with Gross Margins up, were clearly driving that business, and that cal have been business is really performing for us, as is the Tommy Hilfiger business, with sales up about 2 to 3 , profitability was up 9 to 10 . Thats what weve been looking for. Youve also been talking, saying the investment spin calvin . The investment has been is going to be done in 2014, 2015. We still are on targets . Absolutely. Starting to see some benefits, starting to see real Strong Performance in the Calvin Klein Underwear business, particular sh and that had been a problem. That was part of the turn around. Ive got to drill down on this again. Trying to understand where how much of that is currency . We opened up the quarter the first month when i was on here three months ago, talking about that the business was the low single digits, so really saw a pull back, a combination of weather and the european economy thats going on. As the weather cooled and we got into november, were seeing comps back up in that 1 to 2 range, so were feeling better about that business as we go into the Fourth Quarter, but despite that negative comp store trend, the overall European Business was up, about 4 to 5 , as we talked about in the press release. You understand why im reading, will they kill it or not . Will people like lie i do that manny has always been straight in that theres no hidden agenda, and you feel strongly given the Gross Margins that Going Forward, what matters there wont be heavy discounting of any of your stuff. Die spite everything, and currency is a major issue, when i was on here two months ago, the euro was 132 1 2, so clearly a 7 to 8 drop. I dont think. Macys obviously strong. Goldman had a downgrade today. Your business is strong . Our business is very strong. The two brands you called out continue to do well there. I think penneys is doing well from everything i see. That business continue toss perform. I think like anything else. Theres a concern on the street of the retail environment in general, and theyre starting to anniversary their performance, people are starting to get nervous with that. This is a bit of mumbo jumbo, but the ratio of pvh is much lower than it used to be, this is no longer something that says, wow, i have to be careful. Thats why i liked what i heard. Chairman and ceo of pvh. After the break, ill try to make you more money. Coming up, growing like a weed . Medical marijuana play Gw Pharmaceuticals is smoking on wall street. Um more than 80 this year. But does the company have the pipeline to keep burning up the market . Cramer is having a blunt discussion with the ceo. All week ive been trying to help you get a read, and today were going off if the charts, to give you one more perspective. Carolyn is a brilliant that runs the fibonacci queen website, also a colleague. So what first of all, oh, man. You can see that oil is still making lower lows and lower highs. And how negative things are here. The first real warning for the collapse came when we saw the 50 green and the 200, okay, thats the purple clear sign. The truth is oil has been below they and even the most simpleminded chart knows that that is a incredibly bearish signal. If its below the 13day one. Its below and she considering is the security question, and this has been the case for months now. Heres the problem. If you wait for these sign toss reverse themselves. Higher highs, youre going to miss any potential rebounds. By the time that all comes together, youre likely to have away seen. So you can anticipate a rather than for broadens price analysis, i want you to look at this weekly chart. As it happens, she has found a number of reasons to actually feel good about last fridays low. On a discovery, a work. Who found key series of ratios, and he said they repeat themselves over and over again in national, and the numbers of 32. 50 , 61. 8 and 100 . Sounds crazy, but weve seen this methodology work on mad money for years now. A heck of a lot more empirical. Might change dwrex. Right in the cluster around 64, thats just a few cents above. Its not a perfect hit, but pretty darn close. Because it could represent an important floor, and might turned out to be however, and this is the big problem here. If oil fails to hold at the 64 level, three bucks below where it is now, then theres real bad news. She doesnt see any more support until we see the next cluster of fibonacci relationships, 57. 47, to 51, which would be another nasty less down for crude. But if it fails that test, then the reading of the chart indicates the down side Going Forward could be tremendous. Thats said, the methodology doesnt necessarily apply to price. With that in mind, this relationship is intriguing, because she sees no between november 28th and november 2nd, exactly within this window its entirely possible that oil has already made a critical load here. But broaden points out that so far this bounds is looking similar to prior bounces, all which petered out quickly, so shes not feeling bullish here on this bound. What would make her feel more positive . Lets go back to the first daily chart. If oils five day day exponential crosses above is the 13day. All right . That would mac her feel bullish, or take a look at this chart. A rally that lasts longer than the previous rallies . That could also make mer more bullish. Check out this verbs of the daily chart, showing the action. It the los angelesest previous upswing was 6. 13. For broaden to she needs it to is exceed this number. With oil at 67 and change, currently less than four bucks, to make breauxen feels like it has legs. We need to see it break above 69. 80. Which would mac it the largest up swing, and then shed like to see another couple bucks of up side. While the fibonacci, suggests a bounce, she wont believe in that bounce unless we get a key moving average, that shows that they can really rally more until then shes stays cautious and correct. And if all clasheses are starting to show some positive signs, but not enough for make her endorse oil here. Frankly, you know what . That is a pretty subpar risk reward, a confirms my thinking you cant expect a swift rebound to occur anytime soon. Ill have mo are on this, but what it says is if you think that oil has bottomed here, youre taking a high level of risk. Josh in california. Josh . Caller booboo booboo yaw, cramer . By the way, if youre ever in the area, we would love to have you over for dinner. My grandmother is a great cook. Thats good to know. Can we check my travel plans . Theyll come back. Whats up . Caller my question is, given recent saudi action that has temporary decreased the global price of oil. I like the combination, because the oil company says it will gang up, listen, youve got to cut rates. I like schlumberger agents more than halliburton. The problem with a lot of these guys, when you go look at the longterm liabilities theyre immense, remember what Boone Pickens told us. If the company has a lot of debt, by just cash flow, he is concerned. He thinks that they could be dangerous. I am with him. Things have been ugly for oil. Were at a critical inflection point. Dont take the eye off the chart. Much more mad money ahead, including a deeper dive into the oil. Then a took gw pharma is on fire, but can it go even higher . Plus all your calls answered on the lightning round, so stay with cramer. Heres a speculative drug company. Gw pharma is the one legitimate play on medical marijuana. First of all, its an actual drug company that uses marijuana derivatives to develop real medicine. Second, its british, which means unlike a u. S. Based companies it doesnt have to worry about making a large quantity of pot, okay . Thats a class a felony. In fact gw thats a mouth spray for multiple sclerosis spasms, which sells in about 25 countries. But the really exciting story. Is a phase 3 drug, for both treatment if it can get approved, it could be potential a real blockbuster. Lets take a look. Welcome to mum mad money. Great to have you to a traditional method. My doctor is a guy name dr. Jonathan, and he is the cvs doctor. And he said to me, listen, youve got to look into medical marijuana, because the m. S. Results could be spectacular. The epilepsy results could be spectacular, and people are not focused on it, because the American Companies were to do what theyre doing, its conceivable that they could call for being investigated by justice. Is that an accurate depiction . Well, actually, the situation with respect to the legal system is no different in the uk, just all the work we do in europe or the u. S. Comes under federal law. Were allowed to do legitimate science tink research. Thats what weve been doing for the last 16 years. Obviously the medical marijuana issue has brought this research to the fore, but actually weve been doing this in a serious scientific way for, as i say, 16 years, and it looks as if our drugs are starting to show promise. Most traditional doctors i know are afraid to actually write a script for medical marijuana, into you its different place to place. Why isnt a pfizer or bristolmyers doing what youre doing . Thats why we exist. The dilemma that physicians and patients face is the option thats available now in certain states doesnt allow for a control source with the safeguards that an fda approve provides. Thats what gw role we can play. We have real medicines that are prescribed, reimbursed and the patient can trust that we know exactly whats in it. I agree. I was surprised when the american cad me of neurology said that medical marijuana is the real thing. From the 5th to the 9th, a lot of people are saying cramer, the stock is up, is it possible you might have some breakthrough things that might be announced. There are a lot of events around the society. I would say the data coming out there is subsets of data, which has already been seen by investors. More color around that meeting. And i think the excitement is undoubtedly something that will be important for or company, not just this year, but of course going into medical meetings next year as well. Type 2 diabetes, 29 Million People might have that. Possible . Yes, and its a good example of the flexity of what we are dealing with. When we talk about medical marijuana, the assumption is were talking about one thing. Actually were talking about different molecules in the marijuana plant that may do very difficult things. The drug we are testing to treat epilepsy is different from the one for diabetes. They all come from this interesting plant. And schizophrenia still another version . Exactly. We have schizophrenia, multiwall sclr rods, ultimater play. Colitis. We have cancer anticancer trials going on as well. We do believe that, you know, if we keep going, we have a few decades worth of work to bring what me wall cannabinoid when you sp el with doctors offline ive dealt with some of the great in new york and philadelphia, if they could just start giving this to people rather than oxycontin, rather than just watch them be in pain, its a natural, but what is the real problem with not just having this stuff right now for compassionate use for people who are just dying. Because youve got to do the research. We just dont know enough. A physical will say you have to tell me, the prescriber what i should be athleting with. But you great this is a compass useuses drugs . But if you take epilepsy as a good example, a year ago we were in exactly that situation. Today, 200 children in american are taking this drug on a compassionate basis. That numb her will be 400 in a few months from now. That is happening, but doesnt negate the need for the real research, and hopefully if we keep that research going, will be with fda, and hopefully will be approved in the nottoodistant future. The stock is radically undervalued, and if they dont, people will say, wow, that was a nice tray. Its a speculative situation. Stay with cramer. Get to the terminal across town. Are all the green lights you . 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. My baby drove up in a brand new cadillac. My baby drove up in a brand new cadillac. Look here, daddy, im never coming back. Discover the new spirit of cadillac and the best offers of the season. Lease this 2015 standard collection ats for around 329 a month. 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. Its time, time for the lightning round. When the lightning round is over, are you ready skeedaddy . Time for the lightning round. Mr. Caller jim, how are you . Im real good. How about you . Im doing great today. Hey, jim, an an owner of cb and i. These are infrastructure plays. Weve got talking about them before. They are levered to big projects to be put you will by oil and gas companies, which therefore mean, dont buy, its a fine company, but just a wrong part of the psych the. Gary in arizona. Caller jim bo, nice to talk with you. I go back to the Kudlow Cramer days. I love larry. Caller i have this stock that i cant sleep at night, i made a business mistake, i believed in the ceo, and now i dont know what to do anymore. The stock is zynga. You need klonopin, for that. You can hold it for a white. I understand the pain, but its a 2 call a change in management, because the guy thats running it is is actually not that bad. Thats a kind of call option i dont mind, as don gets it together. Gary in maryland, gary. I like your show. Says stade is theres a guy here i know, justin, he wanted to buy he wanted to buy humana, and he boug bought. That is the way you should go. We alls joke about those. Buy buy buy umania. How about bob in minnesota . Caller jim, thanks for taking my call. Of course. My stock is google class a shares. It acts absolutely horrible. I know stephanie link and i bemoan it, we shed tears that google isnt doing anything, but anyone taking a 2015 perspective knows its a juggernaut. I dont president to lose it, i want to buy google, your class of stock. Thank you for helping me get a 32 return on my portfolio this year. I love the fast money guys. Terrific. How can i help . Caller a lot of insider buys, what do you think about m. A. I. N. . Too opaque. When they do that kind of financing, and i cant get mea arms around, i have enough problems with the banks i already own. Dont fool around with it the jamie in new york city. Caller we love watching you your. Thank you for the enthusiasm and insight. Whats your thoughts on the similar industry . And more specifically your thoughts on elon musk. Okay. This is a call on a brilliant man who may be a genius with electricity. Or they may just go may fizzle, but i think solar city is an interesting situation. I believe they are 50 million roofs in this country that could be acceptable, and that would be great for solar city. That said, man, is this ever net flick, tesla, amazon,sh and youre on your own if you do buy them. That, ladies and gentlemen, is the conclusion of the lightning round. For those of you making speculative bets based on Boone Pickens from last night . I say, whoa there, cowboys. Yes, it is try from an exxon mobil all which have terrific properties in the where the oil is easy and cheap to get out of the ground, and the infrastructure is plentiyful. My friend dan dicker suggested that others may be included in the conversation. Continental resources, howard hams company deserves to be in the mix. I like that theres been hefty insider buying at eog, you know, you know what . Maybe, you know, the guy did buy as a cfo, but it is higher than where eog is now. However, i want to emphasize that no way would i put on a rbn, the oil truth that i use, while permits have been cut back, there are plenty of plans in place that continue and down cycles tend to last after all, this one pretty much just got started. Plus dicker point outs some companies, and even apache and devin could see some weakness Going Forward, because their problems came at a high cost. Then there are persistent worries, as david faber reports as much as 18 of the highyield junk markets reports, and many are overstretched. Pickens is concerned about to drill. It is true that the cost of drilling could come down because of the decline of the rate of growth, another reason to use that tie up, defensive play, i dont have any doubt that the opec suicide pact can last. It has to unravel. There are our that i see that will demand cutbacks now that weve seen what can happen. However, the idea that happy days are here again and Oil Companies keg bought for more than the comments that boone made, that seems to fly in light of everything thats been said. In other words, try not to get hurt here. Companies dont say lets take advantage of a price break, and also dont forget, as some overstretched company goes belly up, it puts pressure on all the independenting. In other words, sure there are Good Companies and bad companies, but dont expect the big separation to take place yet. Theres too much turmoil and not enough clarity to say ride em cowboy. Trade em, cowboy, is much more like it. Stick with cramer. We asked people a question how much money do you think youll need when you retire . Then we gave each person a ribbon to show how many years that amount might last. I was trying to like, pull it a little further got me to 70 years old im going to have to rethink this thing its hard to imagine how much well need for a retirement that could last 30 years or more. So maybe we need to approach things differently, if we want to be ready for a longer retirement. Attention investors vectorvest mobile is here and its free make faster, smarter, better trading decisions with vectorvest mobile. The most powerful app or managing your portfolio from the palm of your hand. Only vectorvest mobile analyzes, ranks and graphs. Over 16,000 stocks worldwide, everyday,. And gives you clear buy, sell, hold recommendations. On every stock; anytime, anywhere. Vectorvest mobile comes free with your vectorvest trial. Get it now visit vectorvest. Com mobile to get started i take prilosec otc each morning for my frequent heartburn. Because it gives me. Zero heartburn prilosec otc. The number 1 doctorrecommended frequent heartburn medicine for 9 straight years. One pill each morning. 24 hours. Zero heartburn. Calvin trust owns pvh. You can buy this stock if it goes to the teens, its an opportunity i i always like to stay theres a bull market somewhere. I promise to try to find it for you. Im jim cramer. I will see you tomorrow. Lemonis tonight on the profit. This is surfside beach, a tourist haven on the South Carolina coast, and a place where local businesses love their outdoor advertising. You know what i love about highway 17 . Anthony its a lot of signs . Lemonis [ laughing ] all the signs. Ive been called by the owner of a small sign company. Banners . Anthony all day long. Lemonis backlit, nonlit, frontlit . Anthony i sell a lot of stuff. Lemonis . Who wont be satisfied until hes the biggest vendor in the state. Anthony i want to deal with a lot of national companies. I dont want to deal with momandpops anymore. Lemonis hes incredibly ambitious. Anthony im a gogetter. Im a gogo guy. Lemonis . But overly confident. Todd how long does this take . Josh probably about three weeks. Anthony we can definitely knock this sign out in a week. Lemonis you guys got to get your story straight. If i can figure out how to check his ego, get him to listen. As a potential customer, i have to worry that youre gonna sue me