Shift absolutely in the way the market views the relationship between the white house and the economy. And therefore the stocks. It was an amazing transformation which continued today, even as the dow gained 40 points, s p declined 0. 14 and nasdaq advanced 0. 54 . Nice little recovery for the nasdaq. Looking ugly there. We spent all week talking about the markets reaction to trumps election. How it went from being shocked and dazed and confused and scared to suddenly bullish in the blink of an eye, with investors reaching for stocks that benefit from aggressive Economic Growth while they dumped the nogrowth gridlocked names. The sea change was radical because the two candidates were radically different. Clinton stood for more regulation, higher taxes, and if she won, shed have a Republican House of representatives, which would have meant for gridlock. Thats what the stock market had been banking into going into the election since the polls showed clinton way ahead. Trumps a real estate developer, though. He develops real estate. What does he stand for . Lower taxes, fewer regulations, borrowing money to build infrastructure. When trump won, we had to throw away many of the stocks that would have worked under clinton, buy all new ones. Im explain the impact of what we call a rotation on wall street. Suffice it to say like trump in his previous life, you literally have to think about building a building if you want to figure out whats going on underneath in this stock market. Lets see. What do we need to build a building . Of course you need materials, actual materials to make a building. All of those stocks went up all week. You need heating, ventilation, airconditioning, plumbing, electrical. Companies even remotely involved in those industries or the processes involved in those industries went up. All of them. You need machines to excavate and move those heavy materials and items all around the place. They all rallied. You need to borrow money. Banks will make a ton of money off new loans. The financials got an added kick when trump said hed dismantle banking regulation. Let me ask you, do you think bank of america goes from 16. 50 to 19 bucks in four days for nothing . But heres the thing. Many Money Managers didnt get an influx of now cash to pay for all these newly red hot, formerly ice cold stocks. So to do this buying, they had to sell the socalled clinton stocks, the ones that they already owned, the ones that would have worked best under hillary, from the Fastest Growing drug stocks that dont need a Strong Economy to some of the best technology stocks. Think fang. So the slower growing companies that dont face much government regulation. In a low growth world with little demand for lending, Interest Rates will always be too low for bonds to represent real competition to higher yielding stocks. Hence why that cohort rallied for years. Yet it was wholesale change all right. There were some outliers. It might have confused you. Nvidia, the semiconductor maker, reported an amazing number last night because it has the right chips to power data centers, gaming, and artificial intelligence. So its stock bucked the rotational trend. It rocketed up 20 or 30 . But for the most part, this vast majority of this market was complaint with a trump rally, which meant sell tech, buy industrial, and the banks needed to finance that. Enough history. Whats going to happen next . Now we want to see how much trump follows through with his progrowth, antiregulation, lower tax rhetoric that weapon spent so much money in the stock market on. What am i looking for . How about a tweet informing us hell want to issue 500 billion in make America Great again bonds so he can rebuild all the roads, bridges, tunnels and the rest of the crumbling infrastructure in the country. How about some appointments of people who execute a progrowth vision . Heres what you need to watch to figure out when thats going to happen. You just need to watch the bond market. If trump is going to accomplish everything he talks about, the government is going to need to issue a huge amount of debt because he sure isnt going to pay for any of this work with higher taxes. Hes slashing them. Hell certainly have congressional support for the tax cuts, but im not sure about the deficit spending. So the bonds will signal trumps level of success, and the action there will tell us whether this rotation continues. Thats right. We have to take our cue from the bond market. Stocks wont get us there. Too varied. What about the game plan for next week . Okay. Zoes kitchen. While bother with this smallish restaurant chain . This company like popeyes louisiana kitchen might give us a read on whether the consumer is feeling better about herself after the election. Zoes had become a victim of the gloom before the election. Has the gloom really been busted as so many of the major retailers said is happening this week . I want to know. I need every piece of information to figure out this wacko market. Tuesday is home defee dpot day. This one has been sinking for a ages. Since then, the narrative has been turned literally upside down, and home depot has become a superstar, just like its doppelganger that reports wednesday, lowes. Can the numbers justify it . I bet they can. Theyre both savvy retailers. Regardless of the politics, theyll take it. We hear from two other retailers, Dicks Sporting Goods on tuesday, target on wednesday. Dicks has been flying high ever since Sports Authority closed its doors but target has been floundering. I think dicks will continue to do well as many of its suppliers of apparel and shoes have been in price wars. It benefits from those price wars, target, i think the company has got to lay out some sort of vision for how we can expect more and still pay less in an era where were definitely paying less using amazon prime. And we dont even have to go anywhere. Frankly i want to hear something from target that says its going to be entertainment value in the store so we get off the couch and want to go there. Otherwise, see you later. Wednesday we also get results from cisco, no, not cisco the restaurant, cisco the tech kind. Im not sure where it fits in this new world of no tech, more copper. Make things will have calmed down by then and we can assess it, really judge cisco on its merits and not just the rotation. Ill let you know beforehand since we own the stock for my Charitable Trust which you can follow along at actionalertsplus. Com. The retail parade continues on thursday with some big guys. Best buy, gap, walmart, ross stores. At this point, i have to tell you all these, theyre all what i call sentiment stocks, not going to be talking about the numbers that they just reported. No. It wont mean anything about them. What this is about is whether theyre going to shout from the rooftops that this new era means for shopping. Literally their stocks will go nuts if they do. You dont believe me . Jcpenney reported miserable numbers today. I was like you got to be kidding me. Could it really be that bad . Then on ott Conference Call what they said is things are Getting Better. Stock was up by almost 4 , and thats the new play book for you for retail at least. On the other hand, salesforce. Com, it reports after the close, and this kind of stock is the kind the market has turned against this week. Salesforce does well regardless of the economy, and Money Managers want more than that these days. They want mojo. They want the stocks of companies that surf the wave of new growth that trump is supposed to spur. Finally on friday we get earnings from foot locker. You get a dip any day, any point in any one of these days this week, foot locker is the one. Any dip, and you buy it. Let me give you the new bottom line in the new regime. Its a brave new world, and were going to play it exactly this way until trump tells us otherwise. Maybe hell tweet sell those stocks. Who knows . Yes, its a trump stage, and all the stocks are merely players in this drama. A drama that brought the old line dow jones average up 5 in five days time. Oh, what a week it truly was. Lets go to bud in ohio, bud. Caller booyah, skeedaddy. Whoa, man, coming right at you. Caller this is your longtime fan bud in beautiful akron, hor, wanting to once again thank you for all you do for us and especially for that amazing and inspirational veterans day show yesterday. That was awesome. Thank you. I got to tell you, people thought it was the best show we ever did. Regee that, the executive producer, people thought it was the best show weve ever did. Thank you very much. How can i help . Caller tonight i need your hold or sell recommendation regarding the recent rise in Interest Rates and what its done to the bond equivalent stocks. One of the reasons i those to add a full position in dominion to my portfolio is that it was a growthoriented utility. But will the growth it has be enough to escape the downdraft of its bond equivalent cohort . You know i like tom farrell. I think hes a terrific manager. You know i like their lowcost structure. But ive got to tell you it doesnt yield 4, and i got stocks with 5 and 6 yield that are sell, sell, sell. No, i dont think the bottom is reached yet. You know what, dont throw that one away. But wait to buy more. Dont buy more here. I say we go to tom in new york. Tom. Caller hey, jim. Its an honor talking to you, man. I listen to your podcast every day. Thank you. Caller all right. So i bought some smith wesson down 16 , which i thought was at maybe a bottom. With a lot of republicans in washington, i think that more guns will be available to more people. What do you think . Do i pull out now, or should i stay put . Im going to tell you this. We have decided were going to do a piece about this stock and some of the other stocks that have been thrown away or moved too far in either direction next week. But my inclination is to believe that you are right, that this is not a sell down here. Its a very well run company that is being traded rather emotionally, and i think that we look two, four, five years out. Well say why didnt we buy it in the high teens, low 20s. Irwin in new york, irwin. I watch your segment every morning and then in the evening mad money. Now i hear youre busing tables in a restaurant in brooklyn tonight. When do you sleep . No. Sleeping is for losers. Yeah, bar san miguel. The sleeping thing is completely overrated. I hear people talk about it all the time. All right. Go ahead. Caller my question for you is i purchased shares of clorox for my grandchildren within a dividend reinvestment plan thinking it would be a safe place for them to go their portfolios. Over the last several months, i have not been having the success i anticipated. Should i stick with clorox or look for another stock to place them in . Okay. Irwin, let me tell you, you said the magic words is grandchildren. I have to tell you i think that they run a fantastic company. It is absolutely true it has been a miserable stock to own. Its also true this stock has been nothing but win for the whole five years of gridlock. My take is you wait till it goes under 100, and then you buy a little more. You put it away and get that great yield and just say good for the grandkids. Thank you for those incredibly kind comments. Busing tables, its underrated. I did it when i was 16 and they treated me awfully. Now i do it when im 60 and they treat me nice. Wall streets focus on the oval office didnt stop on election night. Right now the challenge is to figure out which stocks thrive and which dive in the new world of a trump administration. Coming up on mad tonight, whats behind the fallen fang . Yes, facebook, amazon, netflix and alphabet, nee google have been selling off in this recent rally. You got to read my play book. Plus, popeyes has put up a doubledigit move in just the last few days. Is this the start of a big run . But first we got to reevaluate the energy space in light of Donald Trumps sweep to power. I found one name that could have the best path to growth. My suggestion, stay with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. I am benedict arnold, the infamous traitor. And i know a thing or two about trading. So i trade with e trade, where true traders trade on a trademarked trade platform that has all the. Get off the computer traitor i wont. cannon sound mobility is very important to me. Thats why i use e trade mobile. Its on all my mobile devices, so it suits my mobile lifestyle and it keeps my investments fully mobile. Even when im on the move. Sign up at etrade. Com and get up to six hundred dollars. Ever since the election, Money Managers have been scrambling to adjust their portfolios to the new reality. With trump in the white house and the gop controlling congress, the name of the game is deregulation. Thats why the banks and the drug stocks are suddenly back in vogue in the wall street fashion show, particularly those banks. Did you see them this week . Those were lifetime moves. But you know what, theres another sector that should benefit from the republican partys newfound dominance in washington. Its an industry that people havent talked about because somethings going down in it. Im talking about the oil industry. Thanks to the decline in crude today, i think youre getting a chance to buy this group into weakness. You know thats how i like to buy it. I want you to listen to what chip johnson, the ceo of carrizo oil and gas told us just the other night. I think the republicans are always going to be a little more business friendly than the democrats. So that could work out to our advantage, and maybe some of these pipelines will get built that will reduce rail traffic. Yep, in this kind of environment, i think its worth focusing on the exploration of Production Companies that can still thrive, really thrive with the price of crude stuck in the low 40s. Which one probably does the best in in environment . I think its going to be Eog Resources. Its one of the larger independent oils thats been positioning itself to succeed even if the price of crude stays lower for longer, which is what it looks like after todays selloff. The thing that really sets eog apart is that it still has an ambitious agenda to increase its production, which makes this stock the best growth play in the oil patch, which is why im talking about it tonight, because its got growth. Let me give you some background. Eog resources has assets all over the world including china, trinidad, united kingdom, but the most important holders are here in the u. S. More than 97 of the companys reserves, eog is the largest onshore producer of crude oil in the lower 48 states. Its the largest producer in the eagleford shale and the state of texas, and its got some huge acreage in north dakota as well as the lowcost Permian Basin in west texas that we talk about so often. Roughly 52 of the companys reserves are oil. 30 natural gas. Eog is all about efficiency. They drill on their own acreage to find the lowest cost reserves. The idea here is the Company Wants to get the greatest amount of cash from each unit of production. Just like the rest of the oil cohort, the stock got slammed when the price of oil went into free fall more than two years ago. The stock peaked at 118 in the summer of 2014 and didnt bottom until it hit 57 this january. Thats a 52 decline. Since then, though, as the price of crude has recovered from its lows, shares have rallied more than 60 , up to 91 and change as of today. In fact, the stock traded as high as 98 a month ago but as oil has pulled back from the 50 level, eog stock naturally has come down with it. Still, Eog Resources has some tremendous gains for 2016. This despite the fact the company has lost money during every single quarter and seen significant declines across all of its businesses. So whats going on here . For example, when eog reported its most recent quarter, it report aid slight top line beat but nevertheless delivered a larger than expected earnings loss. Who is buying this thing . Theres one aspect of the quarter that investors got very excited about. Management raised their longterm Production Growth forecast, and thats what this trades off of. Eog said they expected crude Oil Production to increase at a 15 compound annual growth rate through 2020 as long as the price of Oil Stays Near the 50 level. Thats because theyre adding new capacity in the eagleford, permian base inand bochen shale regions. If crude can bounce up to 60, then the company will have production for aggressively. See, im talking about growth. Ceo bill thomas said on the Conference Call, given the size of our base production today, that growth is remarkable. By the way, this guy is not a hype artist at all. Thomas continued, and i quote, our organization, truck, and cutting edge culture are driving new technology advancements, cost reductions and exploration efforts across the company at a record pace, end quote. Whats not to like . Now, what really grabbed my attention here is that only three months ago, back in august, eog had forecast 10 to 20 Production Growth through 2020. The fact that the Company Raised its production is a prediction of its production in such a short period of time suggests that management is starting to feel real good about the Business Prospects here. Like so many of the other Oil Companies ive recommended in recent months, lets go over them. I like apache. I like an adar co. Eog has been acquiring lucrative acreage in this delaware basin. Thats the lowest cost sweet spot of the permian in texas. The company snapped up 178,000 acres, increasing its resource potential by 155 . Eog announced its latest Acquisition Two months ago. The purchase of yates pell role yum for 2. 5 million. This deal boosts production, and yates has 44 Million Barrels of proved reserves in some of the lowest cost regions of the United States. I think this is a terrific example of eog being opportunistic, u opportunistic. Eog hasnt had to do any dilutive offergs to pay for his purchases. Im not the only one who likes it here. It caught an up grade from gr guggenheim. These analysts attended the Oil Conference in midland texas this week. Like us, they love what they heard from eog because it has a lot of valuable unexploited acreage to take a lot of oil out in that permian where its so cheap. Despite the upgrade, the stock went downtown today. Thats because of the decline in crude. Im telling you its giving you a better opportunity. Ive got one caveat is you need to understand what youre buying if you want to own eog. This is a growth stock like a tech stock. Its not a value play or a yield name like a chevron or exxon, and Growth Stocks arent for everybody. When you buy a growth stock, youre not betting on its current numbers. Youre making a bet the company will be able to grow its sales and earnings over time. Thats why Growth Stocks often seem expensive. The investors are valuing the stock based on the earnings it can generate two, three, four, five years down the line. With Eog Resources, this stock is all about the companys incredible Production Growth and what it could be mean for the earnings. Certainly nobody is buying it for this years numbers. How do i know that . Because eog is expected to lose 1. 72 . 2016, and we dont like it for next year either. Wall street is looking for the company to earn 52 cents a share in 2017, which would mean its currently trading at 176 times next years numbers. But when you gaze out to 2018, eog should earn 1. 94 thanks to its tremendous Production Growth. 2019, theres only one analyst saying 6. 35. This say growth stock. Thats how you have to look at it. Of course a growth stock like this is more risky than a value play because if eog slips up and fails to meet these long term expectati expectations, the stock can get hammered. In this case, i very much like the risk reward. Heres the bottom line. With a Trump Presidency on the horizon, i expect the oil industry to benefit from a wave of deregulation not unlike the bank industry. And when it comes to the oil patch, Eog Resources has the best growth in the business. Im a big fan of eog stock as long as you understand what youre buying. Especially since its pulled back nicely today in the wake of the broader decline in energy. A broader decline i think is going to set you up for a much better 2017. Still more mad money ahead. From retail to restaurants, these stocks have been roaring higher postelection. Is there really a shift in the American Consumer . Tonight, Fried Chicken chain popeyes will give us an inside look. Plus will this apparent optimism provide a lift to travel stocks . The airlines are saying that. Im speaking with a hotel owner. And facebook, amazon, are sitting out this rally . Do you know why. I do . Youll find out if you stay with cramer. They may want the latest products and services, but they demand the best shopping experiences. Theyre your customers. And by blending physical with digital, cognizant is helping 8 of the 10 largest u. S. Retailers meet their demands with more responsive retail models. Ones that transcend channels and locations, anticipate expectations. Creating new ways to engage at every imaginable touchpoint. Its a new day in retail, and together, were building the store of the future. Digital works for retail. Lets talk about how digital works for your business. When a moment spontaneously turns romantic, why pause to take a pill . Or stop to find a bathroom . Cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. Tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. Do not take cialis if you take nitrates for chest pain, or adempas for pulmonary hypertension, as it may cause an unsafe drop in blood pressure. Do not drink alcohol in excess. Side effects may include headache, upset stomach, delayed backache or muscle ache. To avoid longterm injury, get medical help right away for an erection lasting more than four hours. If you have any sudden decrease or loss in hearing or vision, or any symptoms of an allergic reaction, stop taking cialis and get medical help right away. Ask your doctor about cialis and a 200 savings card. What the heck is the deal with fang . Why did it get crushed along with so many other tech stocks while the industrials and banks and retailers went on a rampage this week . Facebook and amazon and netflix and google not to mention apple get slaughtered this week after a trump victory. What do they have to do with each other . Welcome to the world of rotations explained. May i suggest you pull up a chair. Im going to teach you whats really happening and you havent heard it today. Havent heard it this week frankly. Most Money Managers follow the same play book. They look for stocks of companies where the estimates show good growth. Whatever companies have the biggest yearoveryear, y0y debt more growth path or are overweighted. Since the Great Recession there have been many times where weve had little or no Economic Growth. When that happens, Many Companies simply cant deliver big gains yearoveryear. Theyre too bound up with the economy. We call those companies cyclicals. These lend themselves to disappointment and when they cant make the earnings estimates, their stocks get hammered. There are other companies that have little or no revenue growth. Thats that sales line, but can manufacture good Earnings Growth through cost cuts, supply chain management. Weve seen that from many of the food and drug stocks. These are very safe to buy when the economy is down shifting or in a lull, not so hot if you think the economy is going to accelerate as many suddenly think is the case since trump was elected. But there are other stocks that, through their own design and ingenuity, catch the attention of the big institutional Money Managers and they get overweighted no matter what the season unless theres a big growth spurt. When i coined fang, i had in mind the concept of four companies that were in charge of their own destiny regardless of how the economy might be doing. These companies have excellent top line growth even though they might not have bottom line growth. I know its odd that big investors would actually select the stocks of companies with no profits, but at times the market reserves its highest praise for those businesses that dont want to even mess with profits because theyre so busy meeting the demand that produces robust sales. For example, the 4 trillion in retail sales up for grabs and amazon wants to take a huge chunk of it. When its successful in growing sales, Money Managers go gaga regardless of the bottom line. Facebook and google grow their top and bottom lines with terrific aplomb, steady, good. That can fit the bill for any money manager who cant find anything to buy among the more pedestrian Growth Stocks out there. I like the fang stocks because they can deliver terrific upside surprises. You must always remember its the magnitude of the adjustment higher that drives really big moves. However, there are moments, moments like this one, where theres such a huge sea change and belief and sentiments that something so seismic that it transforms the entire perception of what companies are going to have the largest earnings beats against the estimates. Right now managers are looking at what they regard as the incredible progrowth, antiregulation, lower tax fueled Economic Vision that they president elect trump could be able to ram through. And theyre thinking that the economy is going to accelerate, perhaps dramatically because of his plans. They see a regime where overseas profits are going to be repatriated, and that will allow for aggressive stock buy backs and expansion with that free cash. These moves require more borrowing by both the federal government and by companies to take advantage of opportunities so Interest Rates will go higher. Boy have they ever done so. Put it all together, and Money Managers see a company lets pick un. Lets talk about caterpillar. They say a company like caterpillar thats geared to basic industrial activity, and instead of thinking it will earn 3. 30 next year, roughly the same as this year, they think it might actually earn 6. They think it could be up 100 . Im not kidding. Thats whats behind cats magnificent move. Or they may hate wells fargo, whatever the heck happened to its culture, but they see much bigger earnings for 2017 than even imagined a few weeks ago. Remember, its not the beat. Its the magnitude of the beat. These companies could if things go right could show sales accelerati acceleratio acceleration. So fang and other highGrowth Stocks get social media to raise money to purchase the likes of cat and wells fargo because theyll have the highest estimate revisions, and its revisions that we care about. Thats what drives stocks. Thats the cause of this rotation. Will it come true . Only time is actually going to tell. But the bets been made, and it will continue to be made as long as it looks like president elect trump is going to get his way. Were going to take calls. Were going to go to dale in ohio, dale. Caller jim, booyah from the buckeye state. How about those buckeyes . Love the buckeyes. Whats going on . Caller im a long time fan of you and the show. Thanks for taking my call. Youre welcome. Caller my question of the day is regarding twitter and their struggle to monetize. Right. Caller the twitter machine is an amazingly powerful platform. Everywhere i look whether its on local or national news, late night tv, its twitter. Theyre everywhere. It appears twitter has built a platform that is the most relevant in the market and yet jack dorsey and team cannot seem to figure out the end game. No, youre dead right here, dale. Sad to see adam bain go. Heres what i have to say. I think that the companys market cap is too small for the opportunity but on an earnings basis, i cant push it. You got to struggle with the notion its a speculative stock if you buy it. Its not going to be up at 18 on earnings. Its only going to be up on takeover, and i dont recommend stocks on takeover in this show. Can i go to nino in new york, please. Caller good evening, mr. Cramer. How are you . Im doing well. How about you . Caller excellent. Excellent. Its a privilege to ask you a question. My question is after having such a great quarter and record sales on a single day, why is alibaba still going down . Thats a great question. Im going to give you the history. Thats what happened the last singles day. People buy in anticipation of a great singles day. We get the singings day, and then they sell the news. Thats exactly what happened again. I happen to have the privilege of speaking to one of the executives there this morning on squawk on the street. I think everything is fine with baba but the fact is it got too hot ahead of singles day, and now its getting cool. I would not touch this stock until it went back to the low to mid80s. The mechanics of Money Management are taking hold this week. Its not some sudden drop in netflix viewing or rapid decline in shopping thats got fang down. Instead, big traders are moving cash into cyclical stocks. They believe those are much better positioned in the newly minted trump administration. Still on mad money ahead, the stock of Fried Chicken chain popeyes has been going nowhere until a doubledigit move in the past week. The reason behind the surprising jump just ahead. Plus you may not know Apple Hospitality. But its behind big stocks like hilton and marriott. Will it fly higher with renewed Consumer Confidence . And a finally friday edition of the lightning round. Fang with the week that was, stay with cramer. Sing girl, come on. [ singing ] sorry, ariana you gotta go. Seriously . Verizon limits me and i gotta get home. Youre gonna choose navigation over me . Maps get up here. Umm. That way. Girl you better get on tmobile why pay more for data limits . Introducing tmobile one, unlimited data for everyone. Get four lines just 35 a month. Prescription, and pay for it online before you pick up at your regular pharmacy. Youll pay nothing at check out. Blink is accepted at all major chains and most independent pharmacies nationwide. Its free to use, it works for everyone, and purchases are always refundable. Check the blink price of your prescription now, and get 10 off your first purchase at blinkhealth. Com, promo code tv. At a moment when so many restaurants have been struggling, suddenly some incredibly strong numbers from popeyes louisiana kitchen, the chain of more than 2,500 Fried Chicken joints. Popeyes has given you some terrific long term performance under the excellent leapership of the ceo. However, the last couple of years, the stock seemed to have hit a wall has the companys growth appeared to be decelerating. The whole narrative may have changed when popeyes reported on wednesday, the Company Reported inline revenues and 1. 8 samestore sales growth. These were much better than investors fears. These new numbers causes the stock to roar more than 8 yesterday. Part of the broader rally under retail and restaurants thats really rocking our world. So is popeyes going to rocket in 2017 . Lets take a closer look with the ceo of popeyes louisiana kitchen to learn more about the quarter and where her company is headed. Welcome back to mad money. Thank you, jim. Great to be here. I detect, among some of the ceos ive been speaking to just this week, that there is a feeling that whatever was happening in the country, the hunker down may be ending. People coming and going back out for dinner. You seeing it . I sure hope so, jim. I think thats what were looking for in restaurants is more traffic coming into the restaurants. Hopefully now that things are more certain about the future, maybe a little bit more optimism about Economic Growth, hopefully we see . Real return to the restaurants coming forward. In the meantime, you put the usual kind of thing i love about popeyes, the three pillars, louisiana heritage, passionate teams, and i love this one. Routine excellence. Why will this make a difference in taking share and Getting Better samestore sales . Louisiana heritage is the heart and soul of our brand. Its how we def ren shat ourself from our competitors. Passionate teams are who take care of our guests every day. What i love about the words routine excellence is really what you expect from a chain. You want to trust us, you want the Service Experience to be the same every time. Weve really invested there this year, stepping up training for all of our team members, having scorecards in restaurants and really moving our guest scores forward. Youre a yew neeuniquely lon thinker. Sometimes wall street gets me down. This was an investment year. You said you were going to invest. You finished the investment. You set yourself up for 2017. But it is only after this quarter that you got any recognition that the investment action may be a good thing. You know, i think people got concerned about the category as a whole when things became valueoriented and the sales slowed down in the sector kind of broadly. But we proved once again this quarter that were always on the right side of that equation because we have a differentiated brand and a growing footprint both in the u. S. And internationally. And i think people see that were very much on track for our strategic plan. You do go back to the louisiana heritage in order to be able to not have what i regard as a race to the bottom. A lot of people in your industry think they keep cutting price, its somehow going to do something. You offer specials that attract people, but you have not done that Everyday Low Price thing that so many others have. Thats right. We really dont believe in everyday low pricing. We alternate between value on our core menu and innovation from louisiana. We just did something that was a combination of both. It was the 4 wicked chicken deal in october, and it came right up against halloween. And wicked comes from louisiana. Wicked chicken is our best lto, and that 4 price point really pumped. Earlier you mentions about the tougher category. I just want to quote from the Conference Call where you say that the competitive environment being so value driven, but the fact also that grocery prices have gone down. Therefore occasions eating out have gone down. Is that cyclical or do you think it might be the function and if the funk lifts, were willing to go out because your meals arent that expensive. I do think it was partly lack of confidence, but it also was lower Commodity Prices and lower commodities are keeping prices low in both grocery and Quick Service restaurants. I expect it to stay competitive through next year, but were excited about the idea of bringing forward innovation in that environment and continuing to Grow Market Share. I see you Grow Market Share here in the chicken group, but i also think if you want the real electric growth, i should be focusing far more on international. Is there a moment of fulcrum like with some of the other chains i follow where if i spend too much talking about United States, im missing a Bigger Picture . This has been an exciting year for popeyes international. Weve signed up over 500 new restaurants in our future, easily getting us over 1,000 restaurants internationally. Its been a point of inflection for us frankly, jim, and you can expect a lot of excitement from us in International Growth in the next two years. Do people know what louisiana means overseas . You know, we have to teach them that it means incredible flavor and festival, but, boy, when they taste the food, theres no trouble understanding what good is. Well, i feel very international if thats the case because im always blessed by the fact that you bring us a lot of your food, which you know i do love. The ceo of popeyes louisiana kitchen. Congratulations on a fabulous quarter. This is a stock that can roar in 2017. Mad money is back after the break. Whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley announcer lightning round is sponsored by Td Ameritrade. We should not be acknowledging veterans who have served the country only on veterans day. We should be doing it every single day. We owe them a great, great debt of gratitude. It starts really with character, things like integrity. The things they learn at the military aacademy, duty, honor, country. Its hard work, problem solving, Critical Thinking. Its leadership. All those things, thats what we need more of in business as you know. That was starbucks Ceo Howard Schultz and alex gorsky from yesterdays invest in america salute to the troops show. It was a great honor for us to have the west point cadets and veterans in our studio. I would like to dedicate todays show to all of the veterans who have sacrificed so much for us for our way of life, including my late dad, pop as cramerica knows him, and our director, an air force veteran, brian russo. Thank you. And now it is time it is time for the lightning round thats where i take your calls rapid fire. You tell me the stock. I tell you to buy, buy, buy or sell, sell, sell. Well play this sound [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money. Lets start with chuck in colorado, chuck. Caller hello, jim. Chuck, whats up . My question is about the ca morris company. That thing is a bat out of hell. It has moved too much. There were short sales all over. I say kaching, kaching. Chetten in new york, chetten. Caller hi, jim. Thanks for taking my call. Happy veterans day. Absolutely and to all the vets, thank you. Caller my question is on acutie brands. This was considered to be a secular grower where now all people want is cyclical. Dont buy, dont buy. I need to go to krish na in north carolina, krish na. Caller hey, jim, thanks for taking my call. What is your view on intuitive surgical. People feel the hospitals wont have enough money to be able to buy equipment because of the possibility of the repeal of the Affordable Care act. Were not going to be able to touch it at this very moment. I need to go to d. J. In pennsylvania, d. J. Caller hey, jimmy, thanks for taking my call. I was calling about synchrony financial. Synchrony is right here. By the way, bruce kamich, special technical at real money says that g. E. Is finally ready to roll too. Synchrony, of course, a spinoff of g. E. Can i go to collins. Caller booyah. Long time fan, first time caller. I was wondering your thoughts on penumbra. I do not know penumbra. I know what a penumbra is, but i dont know penumbra. So well have to do more work. Lets go to kyle in tennessee. Kyle. Caller jimbo. Baba booyah. Looking at stars seem to be lining up for fireeye. Yeah, but you see, youre just doing it on spec my friend because the quarter didnt have it although i do like that new ceo. I sanction buying the stock under 15 but only for a trade because its not my fave and that group is getting hit. Can i have one more . Lets go to alan in florida, alan. Caller a big league booyah to you, jimmy. I want to know about sa pernice pharmaceutical. Theyre profitable. Their sales are growing with their epilepsy drug. The small little 1 billion market cap. I liked it for the parkinsons actually. My take is this actually is a decent spec. I think its a good spec. Remember health care right now is all over the map. Chris in massachusetts, chris. Caller jim, a big booyah to you. I like that. Caller im calling about rea pharmaceuticals. We have a pension to like these speculative oncology stocks but lets not forget that drug stocks right now are being sacrificed on the altar of the cyclicals. And that, ladies and gentlemen, is the conclusion of the lightning round [ buzzer ] announcer the lightning round is sponsored by Td Ameritrade. We are going to begin to do what we do best in cramerica, talk about companies again. Im going to get this right. Norbert dis dis accenture, acn. Dont type it in. It always comes out can because that type stuff that happens. Anyway, my staff is so good. Make they feel good. One of them is on vacation driving me crazy. Heather. Shes got some weird one of those reply lines. Shes like im having a great time in this country, dont bother me. Mine just says im not available. 75 analytical, 25 director, 100 entertainer. Mobile trading so that i can take my Trading Platform wherever i go. You know that thinkorswim seamlessly syncs across all your devices, right . Oh, so my custom studies will go with me . Anywhere you want to go the markets hot sync your platform on any device with thinkorswim. Only at Td Ameritrade with the Federal Reserve expected to raise Interest Rates next month, what does that mean for the high yielding bond market alternative stocks like the Real Estate Investment trusts . This group has been under pressure in recent months in anticipation of a rate hike but at a certain point youve got to wonder if theyve come down enough. Take Apple Hospitality, a Real Estate Investment trust that owns 236 hotels in high end suburban markets. Two months ago the company merged with apple re 10, a 1. 3 billion deal that created one of the largest select lodging plays in the industry. Hospitality reported a Strong Quarter on monday but the stock has recently been on the skids. Why . Its not because of the fundamentals. The business is doing just fine. Its because Apple Hospitality sports a monster near 7 yield and with Interest Rates on the rise, high yielding stocks like this one become less attractive. With the stock a point above its 52 week low, maybe its too cheap to ignore. Lets check in with the ceo of Apple Hospitality. Mr. Knight, welcome to mad money. Have a seat. I want people to understand you had a great quarter but the stock goes down because its part of what i call these rotations. So i want people to get comfortable with Apple Hospitality because thhospita hospitality because they why should he this own apple hospitali hospitality . Its a good question. When we built our portfolio, we were really looking to mitigate risk and create stability for our shareholders. As you mentioned, were one of the largest hospitality Real Estate Investment trusts, broadly diversified. Were spread across the United States and we invest in brands that people recognize. Our hotels are hampton inn suites, courtyards. We layered on top of that very little debt, and as you mentioned, we pay an incredibly attractive dividend. Talk about that acquisition, what that means as far as safety and diversecation. The acquisition significantly grew our portfolio, increased our footprint across the United States, and we were able to complete the transaction without damaging our Balance Sheet. In fact, we grew and strengthened our Balance Sheet in the process. In youre documents, its pretty clear still the hospitality industry, the Hotel Business is constrained. Were still not building that many hotels. So as things go long, things just get better for those incumbents. Thats true. So, you know, over the past several years, weve seen supply growth in our industry below longterm averages. We continue to see growth in the general economy. You know, weve grown yeartodate funds from operation, 14 . Things are still good for us. Now, you changed the way that you are compensated. Youve got a more variable structure. What does that mean for shareholders . Why should we care about the variable management fee, sliding scale, because i know the sfit cated people that do this for a living, they might like that. But i want our viewers at home to know why this is a better incentive to own shares in the company. A very good question again. Really weve looked to align both our Management Companies and our executive team to the success of our shareholders. So at a property level, everybody from the general manager all the way up to the Management Companies that manage our hotels all the way through the executive staff of our compa company, we succeed when our shareholders make money. The yield would normally seem like its too high to be believed, but this group has so cratered, how do you distinguish from some of the other guys who have Health Care Exposure . Well, you know, i mentioned our Balance Sheet. Were 25 levered. Thats very low. Very low for real estate. Were geographically diversified. We dont have exposure to a particular market that might drive performance chicago looks a little bit weaker but chicago comes back. Theres nothing structurally the beauty of our portfolio, we have underperforming markets that are offset, more than offset by performance in strong markets like Southern California and phoenix. I got to tell you, you can never go wrong buying something at 7 thats safe and diversified. Guys, if you need income, this is the kind of thing you should look at. Stick with cramer. Its your tv, take it with you. With directv and at t, watch all your live channels, on your devices, datafree. Switch to directv and lock in your price for 2 years. Offers starting at 50 month. What are you doing . Getting your quarter back. Fountains dont earn interest, david. You know i work at ally. I was being romantic. You know what i find romantic . A robust annual percentage yield thats what i find romantic. This is literally throwing your money away. I think its over there. That way . Yeah, a little further up. What year was that quarter . What year is that one . 98 thats the one. You got it nothing stops us from doing right by our customers. Ally. Do it right. Lets get out of that water. Happy birthday cliff mason. I 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. See you monday male announcer america is struggling to shake off the recession. Public distrust of wealthy ceos remains high. But more and more bosses are looking for radical ways to reconnect with their workforce in order to find out whats really going on in their companies. Each week, we follow the boss of a Major Corporation as they go undercover in their own company. This week on undercover boss, the chairman and ceo of Chiquita Brands international, one of the largest producers and distributors of fruits and vegetables in the world, poses as an outofwork immigrant pursuing the american dream. Manuel. Nice to meet you. I just got my citizenship last year