It closed at 17,959 points. The s p advancing 7. 7 . Did i just say 17,949 points on the dow . Holy cow. When i got into this racket, the dow was at 800. And to think i was told wed never get to 1,000 in my lifetime back then. Were just a stones throw from 18,000. How wrong were people . How wrong are people still . Typically, when you get terrific news for the u. S. Economy, like we got this morning, when we learned that our country created 321,000 jobs just last month. 321,000 jobs . That is much more than anyone expected. You usually get a momentary burstup in the wages. We did get the burst higher, but it wasnt followed by the typical wave of buyers remorse. Instead, we just got another rotation. This time out of the high yielders and defensive stocks that lag when the fed eventually starts tightening, and into the banks and companies that once again benefit from Lower Oil Prices, because oil just cant catch a bid. Its an amazing testament to this next man up market, that we could seamlessly transition out of the stocks that had led us, the drugs, the soaps, the foods, the headquarters, and go right into wells fargo, jp morgan, visa like nothing happened. This is a market that doesnt mind saying so long for now, while sun trust and bank and america get the billion. Yes, you heard me right. Bank of america. They were buyers. And dont worry, there are some stars that just wont step off the field, like the airlines or the defense plays. And today was no different. 7. 85 on a big buyback. Plus, as i told you the other day, you always seem to get one biotech dancing higher. Today was gileads turn. Discovering its hepatitis c formulation may be the single most lucrative discovery in the history of medical science. Now, with that employment number behind us, were free of what could be the last big bad event for the year. The last thing on our calendar that could have put a stop to the whole bull move. Sure, we could hear chatter about a government shutdown. Im always listening. I know republicans are spoiling for a fight with the president , that could really put some hurt on business. Also, only a brain dead investor would decide that we dont have to worry about being blind sided by world events, particularly when the russian bear, vladimir putin, wants to export his ways to any country that will take them. I say no, thanks, putin. Otherwise, pretty smooth sailing between here and year end. We need to highlight for what could make for some pretty positive chatter. Let me give you your game plan. It starts with the American Society of hematology, which when i got into business, its ash, its ash. You have to google it these days. On monday, well be watching the webcast of agio, and amgen. These are two whitehot stocks making presentations. I like them both. But i think theres so much prebuying ahead of agioss meeting that i have to tell you, you tweet me at jim cramer this weekend about whether its too late to buy agio and i am going to say yes at this point. Its up 243 on the year. I will say for the first time, why cant you just wait until after the agio presentation . Ive been one of the biggest backers of this stock. Theres a limit of what im willing to pay without waiting for a pullback and i think that limit has at last been reached, agio. We also got a chance monday to listen to the defense. The defense of dover, dov, an amazingly good industrial that was downgraded not once, not twice, but three separate times this week. Whats its crime . It has some exposure to the oil patch. Oh, scary. Weve gone from love to fear and loathing of anything oil in a couple of weeks flat, and i think theres been too much prosecutorial discretion vented against dover. Its gotten so bad, that if the company had said it was going to disband this division, i think the stock would likely jump higher. And you know thats totally irrational. Opportunity, i hear it knocking. Tuesday morning we hear from autozone. Going to the zone. You know the zone. Four times a year, the zone reports a quarter and disappoints analysts. Like clock work. Four times a year, i tell you to go buy the zone. After it gets hit. Because the company is so aggressive about repurchasing its stock on weakness, that if you just hold on through the downturn, youll come out smelling like a rose. And four times a year, you make money doing that exact same trade like clock work. So here we go again. Buy autozone tuesday into the decline after it reports, and ill see you next quarter to talk about how were doing. Considering the stock is up 80 points since the last time i implored you to use the strategy, i like this setup. What happens when the best of the best, the retailer with the most positive everything, everything, everything, top bottom line reports, well, what happens when its already run up a huge amount . I say you stay on the sidelines and actually hope for pullback. Thats something im betting for for costco when it reports wednesday. I dont know how much higher the stock can go. I cant suggest buying it ahead of the quarter. However, if theres any weakness surrounding the stock, but not the company. In other words, if the stock goes down because people say all the good news was in, im going to be in your face telling you to buy so. Has anyone seen the really farcical situation . Im talking about the fact that series sold off its best asset lands end to keep its worst assets. I think lands end, which weve been pushing ever since the spinoff, will once again deliver a good number. This company, its on the way to rebuilding its franchise, which was eroded by sears. It is a keeper. Speaking of rebuilding the franchise, the broadway show that is restoration hardware, rh reports wednesday, too. I think this wild trader is worth owning ahead of the quarter. It fits the tiffany, polaris, Williams Sonoma forecast that people will splurge for. Listen to the conference for. Its as close as wall street will ever give you to a beautiful production. Thursday will be the most exciting day of the week by far. At least in the small little world that i have, other than my fantasy football league. Thats when United Technologies has its investors day. This underperforming conglomerate in the redhot groups of Aerospace Defense and heating, ventilation, and airconditioning, lost its ceo recently and we still have no idea of the circumstances surrounding his departure. Was he pushed out . Did he want to keep the company as is . Did the board of directors have a falling out with his performance . All i can tell you is that i think this is going to be one heck of a meeting, and my Charitable Trust, which has a hefty long position, eagerly awaits to find out what really happened here. A memo to your board. This is a Public Company and there are disclosure rules. Maybe you should abide by them and tell us what happened on thursday. Just one mans opinion. Finally, as ive told you repeatedly, in this game, there are no layups. Theres no such thing as nobrainers, theres always risk. But heres an idea. If you see a break in cardinal health, any time between now and friday, then go buy some of this one. One of the Great Health Care companies of our time, these are remarkable companies, and cardinal will play show and tell with wall street on friday. It will no doubt be a love fest. And i want you to feel the love. And of course feel the money that this companys been making for people for ages, including this years 23 gain. Heres the bottom line for next weeks game plan. Were finished with the last big event. The last big bad event that can derail us. The Labor Department is behind us, and it was a good one. Remember, though, the big investors just want the darn thing to be in the rearview mirror. Were just now safely ensconced so they can go by their favorite stocks into the setting of the glorious 2014 sun. Roger in arizona. Roger . Caller hello, jim. I would like your opinion on the stock mobile eye after the upgrade. I understand people want to go back into mobile eye. I have a big belief that mobileye is done. Its okay, but it was kind of a you know, it was a redhot ipo, went up a lot. Sometimes life is like that, you dont look back. Its a game that occurred. We love the game. We want the next game. James in connecticut. James . Caller hi there, jim. I have a question about disney. I understand that the pne is about 22, which is pretty high. And the stock is about 93 bucks. Is it a good buy for someone as a Christmas Gift . Its a fantastic one. I was talking to bob eiger about that the other day. Hes telling us things are going to get even better. Hes got star wars in front of him. Hes one of the most dedicated ceos. He runs an Amazing Company with things like espn, with franchises like frozen that didnt even exist maybe two years ago. Disney is the gift from parents or grandparents to children. Bar none. The jobs numbers behind us, and it was a good one, which means we can move on and up for the rest of the year. On mad tonight, investors bailed, but did they throw in the towel too soon . Dont miss my take on a stock thats up more than 30 this year. Then ulta beauty can help you look like a million bucks, but is it more than skin deep . Ill see if this wall street stunner can keep blowing out the numbers. Plus, the play on pets that could help you make some serious canine cash. 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 mad money cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Back in mid october, the whole stock market freaked out when abvi, the Big Pharma Company spun off by abbott labs, told us it was dropping its 54 billion tax inversion fuel takeover bid for shire, which would have been the biggest merger of the year. Because of new rules from the Treasury Department designed to stop these tax inversion deals. The result, shires stock got eviscerated. Abvi got danged. And the fallout added to the broader stock markets general feeling and made a very rough period in the year. Even though dropping the shire acquisition seemed like bad news for abvi at the time, do you know that it turned out that abandoning the shire deal may have surprisingly been the best thing to ever happen to abvi, which has been higher ever since. So what exactly happened here, and why is abvi a stock we owned from my Charitable Trust, been on fire lately . Bv a stock we owd from my Charitable Trust, been on fire lately . Before abbv decided to stop the shire deal, it was totally owned for coming tax inversion. Before the Treasury Departments new rules came out, we were experiencing inversion mania. Anything and everything that was involved in some sort of tax inversion transaction was owned by these eventdriven hedge fund managers. It was a nobrainer for the big boys as they collect bigtime on the close of pretty much any inversion deal. But then the regulators basically knifed those hedge funds in the back, when the Treasury Department released new rules that would make tax inversions much less lucrative. In the case of abbv, this was a company that was viewed as a total onetrick pony and ran slow growth castoff. Abbvs biggest drug counts for 60 of the companys total revenues. Expected to start seeing threats from generic competition by 2017 or 2018 at the latest. In other words, the drug that represents more than half of abbvs sales goes patent in a few years, which is a big reason the company tried to buy shire in the first place. Abbv thought they needed shires pipeline diversification. Since theyre based in dublin, ireland, they get the natural tax break. But then the Treasury Department changed the rules and pretty quickly, abbvs board of directors changed the situation. Before the new rules, buying shire would have been 14 additive, thats right, numbers go higher. 14 to abbvs earnings in 2016, with the company paying a proposed 13 tax rate in ireland. But without the tax inversion and the Treasury Department did everything it could to make an inversion nearly impossible, abbvs tax rate could have helicoptered at 22 . Thats really not much of a boost in the bottom line, given shires huge price tag. In late september, before the new rules were announced, abbv was trading. When they were reconsidering a shire deal, abbvs stock dipped as low as 52. That said, abbv did end up rebounding later that day, only because the merger funds decided they had to start covering their short positions. And to do that, you need to buy back the stock you sold short to close out the trade. Thats a term of art, but thats what happens. However, without the shire deal, abbv was still a company that was seen as being far too dependent on that one drug, humira. How did it rebound from 52 bucks, the day after we learned the deal was in jeopardy, to nearly 70 as of today, less than two months later, when we thought that not getting shire would eliminate the companys chances for longterm growth. Abbv got a boost in part because when the Company Announced the official termination of the deal, management also gave us two unexpected pieces of good news. One, a 17 dividend bump, making it the highest yield in the sector. The big change here is that abbv finally started getting credit for its pipeline once the shire news was in the back pages. Specifically, when the tax inversion craze ended, the stock got swept up in the hepatitis c craze. We know that cramer fave gilead has been roaring ever since its hepatitis c cure went on the market late last year. Gileads finally taking off again. You should own that stock. But abbv is also developing a hep c treatment that showed promising data. The Company Posted some very strong results, but perhaps most important, on the conference call, management said they believe hep c could be a 20 billion market. Or even larger. And they also said they feel very good about their ability to compete and gain market share. In clinical trials, abbvs results have only been slightly larger than gileads. If abbv can get just 20 market share, their hep c compound could bring in as much as 4 billion in peak sales. Two weeks ago, european regulators recommended approving their hep c treatment and its likely to get final eu approval next year. Meanwhile, in the united states, abbv should get a yes or no by the fda by the end of the month. Meanwhile, abbv is expecting phase three results on a treatment for endometriosis, and that could be potentially a 3 billion drug. Theyre working on a compound for multiple sclerosis, a drug for celiac disease. A new Rheumatoid Arthritis franchise that could be worth 4 billion in peak sales. Abbv is also working on an exciting anticancer compound for leukemia. Thats a pretty exciting pipeline. All this obscured by this inversion stuff. While we wait for the catalyst, we know that abbv is an incredibly friendly shareholder company. On top of that, they could do some talking acquisitions. Abbv also has some opportunity for margin improvement. Put it all together, abbv is a heck of a lot more attractive than many of us thought before the shire deal fell through. Its still only trading 16. 4 times next years earnings estimates, despite being one of the few Big Pharma Companies capable of consistently producing double digit Earnings Growth going forward. That was a small club. Thats why we liked allergen. When youre dealing with a high quality company, please do not be discouraged if one plan falls through. When abbv dropped its bid for shire, a lot of people thought it was a goner. But management just found new ways to bring out value, and some like the hep c franchise were there all along if you just had eyes to see them. Abbv has had a terrific run. But with all the good news weve learned about this companys pipeline since that deal broke down, i think it keeps climbing through the end of the year, and perhaps beyond. Theres much more mad money, including your ultimate guy to ulta beauty. The one stop shop for all things hair and makeup is shining on the street. But can it keep blowing . Dont miss my take. Then, people consider pets part of the family. I know i do. Ive got the plan for keeping them healthy. We need to see three things. Im going to name all three. Stick with cramer we all know the pattern bothers us. A stock takes off. It gallops higher and higher, right into the companys Earnings Report. And then stunningly, it gets pummelled. Even if the numbers turn out to be better than many were expecting. I know that pirouette pattern drives most of you crazy because you believe stocks should rally on good news, and somehow its not logical, its not fair to see this kind of negative action in response to a positive report. Typically, though, the market rewards the brave, those who get in early ahead of a monster move and punishes the meek, those who place their bets after we found out that all is well. Consider it the stock market version of the early bird gets the worm. Unless were talking about the worm at the bottom of a real bad bottle that wed never serve at my small plate restaurant. However, sometimes, the quarter is so great, the Company Commentary is so amazing, the guidance so astounding, that this stretch stock is one more burst higher after the fabulous news gets disclosed. We have seen this half just a few times this year. Mostly technology and health care stocks. But with the possible exception of l brands, home depot and costco, we havent seen much of that incredible phenomena lately in the successful retail world. Now, though, as of today, ulta salon has done it, too. I know many of you are in this stock, so i like it. Thats right. Ulta. The former market darling that grew too fast, and flew too close to the sun, and then a little more than a year ago, crashed and burned so badly that it fell from 131 to 80 in just six weeks time. Yes, that ulta is back, and its now flying higher than ever. Except this time, the growth path is both sustainable and realistic. Ulta had been the ultimate cautionary tale. It was a retailer that kate upton that kept putting up store after store after store in record time. In order to demonstrate terrific growth that would please many market managers, who always want to be companies with the most aggressive expansion plans. I often warn you to stay away from these companies that are growing too rapidly. Almost no one, not etch the management teams can maintain that pace forever without making some missteps, causing the steps to give up huge, often multiyear gains overnight. That was easy. But ulta seemingly couldnt resist and the stock gave you a dizzying run, a little more than two year as the company kept raising its new store opening forecast, to wow wall street. Stay in the good graces of these Aggressive Growth manager ja jackals. That is until november of 2013, when a new ceo came in and owned up to how the firms willy nilly growth path just wasnt cutting with it the customers. Now, after last nights stunningly positive Earnings Report just one year after she gave wall street a dose of the truth, take a look at the performance of this stock. Amazingly, ulta took out last years high earlier today jumping up to 134. 59 before backsliding to 129. 75. Still up late in the session. Unlike last year, this rally to above 130 is based on sustainable and prudent moves that have only just begun to generate spectacular results. Hallelujah how do we explain the turnaround . Mary dillon is still in charge. But before you jump to the conclusion that all shes done is gotten the stock back to where it was when she started, you have to realize she took over a company that was long considered to be a nightmare waiting to happen. A retailer that helicoptcouldn managed. Dillon, to her credit, admitted that ulta was growing too fast and decided to rein things in once shed gotten the lay of the land. You could say that she created the stock all by herself by lowering guidance, given the promotional environment and cut tloe throat competition. Would have to by nature annihilate any longterm hope for solid profitability. She had to put an end to it. Even if it meant shortterm hiccups and a real hammering in the stock price. So she slowed the growth down, reset expectations, and since then has systematically rebuilt ulta from the ground up, putting it on a path of profitability growth for all. Its been remarkably fast turnaround because dillon is a quick study and an amazing operator. And when you saw last night, what you saw from that beautiful quarter when ulta delivered same store sales growth of 9 , 200 basis points better than what analysts were looking for, its only the beginning of the fruits of dillons labor. The Company Posted better than expected earnings and is coming into the Holiday Season with lean inventories that should nullify any need to be promotional. Unlike last year, dillon didnt even mention promotions at all. She didnt lament about the overstretched consumer. Maybe the weekend customer is just getting her hair done somewhere else. It still had further to go. Maybe much further if she keeps going like this. I recently met ulta at a beautiful clean store in queens and i was stunned by the flow of the place, how she focused on the back of the store, the hair salon, the beauty parlor, if you will. And i like the stickiness of the setup. When women get their hair den and spend money all the way out from the racetrack down to the cash register. Dillon, who is a demon for stats, told us that salon businesses were up 25 year over year, and a salon guest spends 2. 5 times more on the rest of the stuff that ulta sells than a regular shopper does. That number in the ultimate records program, bringing the total to an astounding 14. 2 members, explaining a great deal of the huge earnings guideup. I know the best Cosmetics Companies are noticing for the longest time, i always thought that ulta was too down scale for some of those more highbrow cosmetic companies and they were reluctant to be featured in ultas stores. But now that ulta is taking share from the Mainstream Department stores, dillon indicated that theyre starting to win the trust of the highest end Cosmetics Companies, which includes it, which i am told is one of the hottest brands out there. Not a big consumer of it myself. The bottom line is that ulta used to be really expensivexpen unsustainably expensive. Mary dillon understands everything that now drives terrific longterm growth in retail. Loyalty, social, mobile, buzz, value, entertainment. Ulta has it all. And dillons barely a year on the job. I say welldone, mary. Long may you reign. Joe in new jersey. Joe . Caller hello, cramer this is joe from new jersey. I absolutely love your show. And thank you for signing a book for me back in march over at the bookstore. Oh, man, i love that guy he runs a great shop. I coached against him in soccer. Sorry, not everybody can win. Go ahead. Caller my question is, lululemon. I bought it about two weeks ago. Its flat. I want to know if i should sell ahead of earnings on december 11. Thats a great question. Going into the last quarter, if you go become and read the actual textual analysis, youll see the company was doing better going into the end of the quarter. That has led some people to believe that were at a bottom. I think this is still a not great quarter. Why . Because managements not that good. So why does my Charitable Trust own some . We think the stock has a bottom at 32. I think the company, you buy half before the quarter. You buy half after. The franchise is too valuable to be left alone. This company will not be independent if it stays in the 40s at this point next year. Thats what i think. I want you to own it. I said it yesterday, i feel strongly that im going to be right on this. Barbara in california, barbara . Caller hello, jim. I just wanted to ask you a question today about coors. I have 600 shares of coors at 91. Should i hold or sell . Well, as the Financial Times kind of intimated to me when they did a spoof of the show this morning, doesnt matter where it came from, it matters where its going to. I think that youre in the wr g wrong. Just witnessing whats going down there at canal street. I do like kate spade more than coach and more than i like kors. You have a gain to take by year end, maybe you offset it with that loss. Theres better fish to fry. Okay, ulta ceo mary dillon understands what the Company Needs for solid longterm growth and the stock has it all. Much more mad money ahead. Been to the vet lay tely . Keeping your pets healthy is expensive. Dont you dare buy a single share until you listen to my checklist. Plus, all your calls and a look back at the week that was. Stick with cramer. Tonight, i want to tell you about one of the hottest stocks youve probably never heard of. Im talking about idxx labs. We know Animal Health has become a powerful theme. Many people treating their pets better than they treat their children. Pets dont talk back. They dont ask for money. Youre allowed to get them spade or neutered. Wh all sorts of instruments, analyzers, rapid test kits, associated consumables, as well as laboratory services. Idexx has a cloudbased Technology Platform that allows vets to access all their data through the web or the companys mobile app. They sell customer Information Management systems, along with Digital Imaging systems for small animals. They make Water Testing solutions used by bacteria. When idexx last reported, the company blew away the numbers. 15 earnings, with higher than expected revenues that rose 13. 4 year over year. The stock has already rallied nearly 40 year to date. Its not exactly cheap here. But this company has long been the envy of pretty much every Aggressive Growth manager out there that i know. If the estimates turn out to be too low, as has regularly been the case, i think the stock can keep climbing straight through to 2015. Do not take it from me, though. Lets talk to john ayers. Hes the president and ceo of idexx laboratories. Find out more about his company. Welcome to mad money. Good to see you, sir. Thank you. One of the reasons why i wanted to speak to you is there are a lot of people that say jim, you like expensive stocks. I always say i like stocks that even during period when the company is bad, they continue to grow organically. Thats what idexx did during the great recession. We grew 5 even in that awful year, 2009, thats right. Thats been our lowest year of organic growth in the last decade. Does that mean people continually spend on pets or is it because the number of pets has been on the increase per household in the country . Or is it just because its the way the Health Business works . Well, i think its all of the bv. Certainly the pet population thats owned by pet owners is growing. But the primary area is that pet owners are appreciating the value that pet care can provide to their pets. Pets cant tell you how they feel, so its really important to take them to the vet, make sure that theyre feeling okay, they have a quality of life, and when you do that, theyre going to live longer. Pet owners are bonded with their pets, and they want to spend money on their pets to take care of them. When we go to the vet, we dont look at the bill. But when you do, its gotten up there. And a lot of it is because they do test, test, test, test, test. But your company does the testing. So youre kind of the winner in this, right . I think everybody the veterinarian is the most trusted profession out there. Like in surveys . Yeah. Its because theyre really dedicated to their profession and theyre dedicated to the health of the pet and serving the pet owner. And so when they provide recommendations to do Preventative Care testing or testing because the dog or cat is not doing right, then pet owners are generally compliant with those recommendations. When they do, the pet owner benefits. The vet benefits. And of course, we benefit because it contributes to the enduring growth characteristics of our recurring revenue diagnostics. Okay. Some of those we were always worried about ticks and pets. You pretty much have a hammer lock on that market, right . Well, ticks are a big problem. Dogs are always out rummaging, and theres a lot of disease that are transferred by ticks. Lyme disease is the most obvious, but there are some others. We have a test that tests for five different tickborn diseases in one snap. We had henry shine on recently. You have decided to take that inhouse. Is that something that could cause a hiccup or something thats going to be great down the road . What we discovered is that when we call on our customers, and we have a pretty good size sales force in the u. S. When we call on our customers, they grow faster. They grow 12 direct contact. That direct contact. So were the subject Matter Experts in diagnostics. We do 85 of the industry rnd in new product development, and weve basically every single innovation has come from idexx the last ten years, inn diagnostics and software. When we call on the customers, they grow 12 . When we dont, they only grow 3 . This allows us to increase in the last four months, weve increased our Sales Organization 70 . This is whats going to drive our 13 to 14 organic growth that weve guided. We like henry shine, but we think you guys do a terrific job. Youve got to go to their blog. John rescued spice the cat, a cat from albuquerque, somehow got to maine where he lives, and brought it back. For those of us cat lovers, we like these stories. Thats john ayers. What a great stock. And a consistent grower. Mad money is back after the break. Monday, kick off the trading day with squawk on the street. Live from post nine. I dont put makeup on. David has to put a lot of makeup on. Theres a lot of time to talk to david. It all starts at 9 00 a. M. Eastern. It is time it is time for the lightning round when you hear this sound, the lightning round is over. Are you ready . Lets start with dave in new york dave . Caller hey, jim, how are you, buddy . Doing real well, how about you, partner . Caller im doing pretty well. I had a question for the stock guru. I had a question about xrx. Whats your opinion about it . I owe xerox another look. I have been out of touch with it. I saw it hit a 52week high today. I am going to give it to you on xerox next week. I know weve got a jampacked week. Lets go to dylan in michigan. I was wondering your thoughts on rf microdevices. Oh, why i like the tieup this week. I like the rf micro tieup. Its the same reason why i like the tieup with lsi. These mergers are fabulous colleen in virginia. Colleen. Caller booyah, jim astonishing. Whats going on . Caller great boshow. Great book. I had a question should i buy at this level . The bonds are probably a little more attractive. Got a long slug now that the government has denied their ability to be able to merge with timo. Lets go to robert in nevada. Caller hey, jim, great show. I believe that the price of oil has bottomed here, and if im right, i know thats a big if, considering the baker deal, is haliburton a buy here . If you think haliburton is a buy, then im going to suggest that you buy slumberjay. I really like the haliburton deal, but you never know about washington. I think haliburton guys are good, too. I do not think oil is bottomed, just for the record. Lets go to chuck in california. Chuck . Caller hey, jim. Great program. What do you think of paa . Their annual dividend i think its a monster good situation. I am partial to kmi. But i like your plains very much. Renado in pennsylvania. Caller hey, jim. Thank you for taking my call. Of course. Caller first i want to say im sorry about the passing of your dad. I watched the show. You did a great job. Thank you very much. Caller my question is, do i ride out the storm . Some stocks are just out there in the ether right now. Not really doing much of anything. I say its fine. And that, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by td ameritrade. Each day, we are reminded around here of how important it is to buy stocks that are already up. Hey, anyone want to bottom fish in retail . Oh, man. What have i got here . Oh. Chumming for jcpenney forget the bottom fishing. You know what i say . I say booyah. I filled up this weekend. I saw guys buying monster drinks with the extra money. Monster, what is that, thats very good for you, right . Yes. Have you ever had one of those fivehour things . The little red things . No, i never have. Holy cow. You drive for like five hours without etch stopping. Its just amazing. One day ill have to treat you to a Cracker Barrel pie a la mode with a nice slice of cheddar on the ice cream. They call it the heart attack. Just kidding, really. But it is delicious. I have been to a Cracker Barrel or two. In mississippi. When i was doing my documentary. That was the main place to eat. That was a hell of a ride. It was. Jerry in california. Jerry. Jerry, whats up . Caller yes. Go ahead, youre up, sir. Caller okay, freddy. Thank you. If youre ever in the area, wed love to have you over for dinner. My grandmother is a great cook. Thats good to know. Can we check my travel plans . Theres a guy here i know justin, he works with me. He wanted to buy humana, and he bought yamana by mistake. We always joke about those. Humana. Yeah. This shows dedicated to justin humana, not yamana. 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 srx for around 359 a month. How sick is oil really . Weakness in energy is pretty darn eye opening, when you consider we created more than 300 jobs in this country, and one of the principal commodities used when you get a job, gasoline, is going down, not up. Despite that number. I keep coming back to the idea that you simply condition turn off the oil spigot as quickly as people think, and therefore oil is not done going down, because theres too much sloshing going down for the market to ber at these prices. In saudi arabia, they can flick a switch. If the saudis wanted to, they could shut the tap tomorrow. But now they said dont bother us until we see 60. In the united states, things are done quite differently. There are contracts, plans, the budgets. The budgets say drill, drill, drill. You dont just stop building a house in the middle of the price decline. I believe what Boone Pickens is right. I believe that chuck bunch is right when he tells wells fargo that Lower Oil Prices will eventually stimulate demand. I believe that the founder and ceo of Continental Resources is right, when he talks about the longterm value of continentals reserves and that the stocks are too cheap to stay here. I believe gary evans, who comes here and says his company has the financial wherewithal to pay its dividends that offer such terrific yield. Nevertheless, when you get a data point like we had today with 321,000 jobs created last month and oil doesnt go up, you can bet we havent seen the last of this nasty decline. Todays action tells me that whatever production you think were capable of delivering, it will be well in excess of that level six months from now. The sellers of the oil futures here respect just financial players betting against commodity. I think theyre many marginal oil producers, fighting to bring in any income to augment their current sales so that they can live another day and make their payments to keep the lights on. I know many of you want to speculate on these down and out Oil Companies because they are too cheap. But now weve seen how etven th strongest economic data, we need three things to happen before you should really get bullish. One, weve got to get huge number cuts and downgrades of all oil stocks, okay . Two, we need major bankruptcies and defaults. By those producers that outspent their cash flow and were denied further credit. And three, some takeovers got to be made by an established player with a deep Balance Sheet that amounts to an opportunistic acquisition. We havent even seen one of these yet, let alone two or three. If you arent astonished by this down move today in the price of crude after these ultra robust employment figures, frankly, i dont know what will take your breath away. Stick with cramer. But for me, it starts with the opening bell. And the rush i get, lasts way more than an hour. announcer at scottrade, we share your passion for trading. Thats why weve built powerful technology to alert you to your next opportunity. Because at scottrade, our passion is to power yours. The banks, yep, thats where theyre putting all their money in now. Its sun trust. Okay. Its wells fargo. Its u. S. Bank corps. Jp morgan. All of them are going to work from here. Im jim cramer, and ill see you monday the following is a cnbc original production. It may be the most recognizable brand on the planet cocacola. The heritage of this company is equal to none. There is nothing as global as cocacola in the world. A 67billion empire. 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