Like it is this year. All four times the s p not only preserved those gains but rallied right into the new year. I do not normally put that much stock in monthly Historical Data but if a pattern has been replicated 100 of the time i have to believe theres something to do it. That makes you want to. Buy buy buy. When we have weakness even for part of the day. And then the nasdaq actually declining. 06 . Probably stuff to buy there. Now, there are Amazing Companies reporting this weekend but those earnings will be dwarfed by two other events. The pricing of the twitter deal and fridays october nonform payroll report. Let me tell you how you have to navigate these waters with those two. I like the company where i can be found at jim cramer wearing my dead mouse halloween outfit. So go there after the show, of course. Its going to be a great investment. Unfortunately most of you will not be able to get in because its too hot and only the Biggest Commission producing clients are likely to get any stock. Let me give you thoughts on the pricing. Right now youre hearing they might be valued at 15 billion because it can only turn out to be the son of facebook. The 121 billion social media giant with a stock up 87 for the year. Heres the problem, ever since the disastrous facebook ipo i have been making it my mission to keep you from overpaying no matter what the deal is. Thats because there is a price to be paid for any stock and at the moment facebook came public the 38 price was not where it should have been. It was way too high. That can happen again. I fear that twitter could be no different and that Retail Investors may overpay for it because theyre familiar with the company and the ipo process is one where familiarity does breed contempt. First off, we talk about market capitalization being ways to view twitter. For example, netflix was valued at a fraction of the 20 billion its worth now. I urged apple to buy it because i felt the opportunity worldwide. The only game plan of netflix was worth at least 20 billion. I thought it was worth 20 billion for apple to buy them. I feel the same about twitter. I believe this company is worth at least 20 billion to a microsoft or apple or yahoo that need to step up their game in social and that pretty much defines my upper limit for what its worth and im declining to pay above that. Im not saying buy it at 28 or 27. Because the companys underwriter goldman sax might increase the number of shares. Im using the market share. If twitter is valued at less than that buy it and buy more on the way down. If its valued at more than that, take a pass. Even though i trust the banker and the new york stock exchange, i trust both of them more than i trusted the supporting cast for facebook. All right. How about this employment number . We got to have a game plan for that too, right . No one expected a barnburner of a number given the federal governments knuckle headed shutdown and brush with financial death. We dont expect a lot of jobs to be created. People think the only reason it goes up at all is they continue to keep rates low then we should be fine with a weak number, right . Still, no. When we get that number people say holy cow this economy is so weak. Theyll get really scared and you know what they do, sell, sell, sell. It will be boring and there will be more sellers. No, my solution is if youre at all nervous about friday, under both scenarios, youre going to get sell sell sell. Unless the number comes not too strong, not too weak the number could take a hit. I need you to plan accordingly. After the close well hear from three cramer favs. Youve heard all of these companies on our show. All three raise production numbers but oil plummeted here. If crue goes 5 lower i wouldnt be a buyer of any of them going in. Tuesday we got names like tesla. I think tesla is a cold stock. And if he announces a deal in europe or china, this one sees a flash. I dont expect any weakness. Theres a lot of chatter about competitive products about what they have in the pipe. I even suggested it. I think you stay on the sides. Not need to get aggressive yet. We also hear from aol. Aol when things settle down, people start buying. Why both . I think 2014 is going to be a terrific year for Tim Armstrong and his company. Meanwhile the drugstore business has been on fire. Unfortunately cvs has been on fire too. I want to buy it lower. Whole foods report on wednesday, i am worried about this one. Not because i worry about the company. Are you kidding me . The opposite. I worry about the analysts that are almost always way too critical of this company. For the last few times whole food has reported i told you to buy the weakness. And its results were good. I was salivating. So it was to wait until the onslot and buy it on the way down. Same thing is going to happen again. If it works, then we know we should be putting in the same kind of trade with the ceo we just heard from. They ront on wednesday. Its a terrific play on increased production. I want to buy it if they take off after their earnings on monday. We also get solarcity and i think that this one, like tesla, because elon musk is the chairman is a total colt and they go higher until they implode. I would buy solarcity. They get out a couple of months. If tesla pops, especially, because these two tend to trade together because they are both elon musk operations. Do i think its right that they trade together . I dont make the rules. What does it matter. The pattern with whole foods plays out the same with disney. Heres a stock run up more than 10 from what some thought was a weak quarter. It wasnt. It wasnt weaker than the whole foods quarter. I urged you to buy disney all the way down just like im urging you that day if disney reacts. They reported great numbers stock goes down, bye bye bye. The declining gasoline prices alone could be enough to lift disneys numbers for the next couple of quarters. Wait for the usual critics to express their disappointment and pounce friday as we might get overall market weakness curtesy of the unemployment number. Heres the bottom line, get ready for the twitter deal. Pay attention to market capitalization. And get ready to do buying of whole foods and disney after the critics cried disappointment. That strategy worked well before. I think it will work again as history in these two cases has repeatedly itself, well, repeated. Lets go to jaime in florida. Booyah, jim. How are you doing . Im doing well. Reporter im doing wonderful. Louisiana southern bell living in fort walton beach. Im so interested in trmb. I was going to buy them the other day. It didnt go through at 27. 95. No, its too high jamie. I say that not just because i caught some off that pier growing up but you have to take a pass. Thats how it worked. Bill in connecticut. Reporter hello from connecticut. We have connecticut people in the set i always like them. Reporter thank you for taking my call. I want to take about the same stock. With the good quarter reporting but the new stock issuance. What do you think now . I know you need that for liquidi liquidity. But i cant touch that. That was a shame what happened. I know the family and it was just a shame. No, i cannot recommend it. I just cant do it. All right a little birdie told me next week the market will be a twitter about a certain name and ive got to tell you, and also keep an eye on the nonform payrolls and get ready for disney and whole foods when those negative analysts come out and say you should sell it, ill be a buyer. Coming up, sweet spec. The discoveries of domestic oil put our country in the middle of an Energy Renaissance that could transform the economy. Tonight, cramer is drilling down to find you a brand new name that still looks like bargain. And later, friendly skies . Delta has been soaring. Up 120 this year alone. Can it continue to gain altitude or should you buckle up for turbulence. Thats all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Send jim an email at madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to mad money. Cnbc. Com. The Domestic Oil Companies still came up huge for the year. Pioneer Natural Resources moved up 93 . Dont forget that report is next week. You know i believe the discovery of the shale oil is one of the biggest out there. Oil is, after all, a global market. Price set over there. London. But as much as we adore the story and all the familiar stocks that help us play it out, the fact is, theyre not what you describe necessarily as that cheap anymore. I still think theyre where the value is but theyre not that cheap. Thats why tonight, i want to introduce you to a tiny 560 million oil and Gas Exploration and Production Company or e and p with a are you ready . 12 and change stock. Im talking about swift energy. Swy. Sam, frank, a speculative mri in texas which is one of the hottest finds around. Its swift energy itself is one of the most battered and beaten stocks youll find. It was trading at 45 in 2011. Last year 30. Now at 12. 95. And 5. 6 in todays session alone. A victim of the weakness in the price of oil and the hideous even for speculation, the problem with swift is very simple. The company used to be a pure play on natural gas. Two areas that have been hideous for years because the United States is simply glutted with natural gas. Theres been way too much supply and not nearly enough demand. Virtually every other exploration outfit that we talked about as moved away from natural gas. They realized natural gas was going nowhere. So they jumped ship on the ladder and decided to get oily. Swift energy oil despite its name was really late to the game. This brings me to why i think the stock is a smart speculation. I can sum it up in four words. Better late than not. Now makers in some of the strongest areas but management decided to sell off the other side of it. Theres louisiana Acreage Holding them back and theyre investing on the eagle ford acres that could turn it into a producer. The company is devoting 80 of its expenditure budget to the texan shale. They are going to use the money to fund their Drilling Operations in eagleford which is what we want to see. Thats coming in the not too distant future. Its 50 miles wide and 40 miles long running all the way through texas to touch on new mexico and louisiana. If this were a country it was rank as one of the top 15 world producing nations in the world. Lets hope it doesnt sussede. That number will sink. Not only will swift become a pure play but its assets are high quality. The strength is masked by the weakness in other areas. Its roughly 65,000 acres in la salle and mcmullin. They had 100 success rate. No dry holes. Every time they drill theyre hitting holes here and they are improving other metrics too. Stronger than expected revenues that rose 18. 8 . Increasing 10 . Within the swisz initial performance is up and the well cost declined by over 10 . How many businesses dropped and revenues rose. Plus company has 340 Million Barrels of Oil Equivalent worth of net resource potential. Some of that represents natural gas liquids and theyre not so good. When you factor in all the debt on swifts industries. They have a 1. 6 billion enterprise value. Thats what it would cost to take over the company. You realize this stock is valued at 4. 74 per barrel of oil in the ground. Come on man, give me a break. It costs money to extract the resources but given that crude is at 59 barrel that seems like a huge disparity to me. Now swift energy is an incredibly hated stock. Theyve been crushing it year after year. They consider betting against swift something shooting fish in barrel. Which is why 23. 7 of its shares have been sold short. However, there are some believers here, not the least of them being the ceo, terry shift who disclosed he bought 20,000 shares at 11. 85 on august 5th. I wish you were buying more, though. Its still up a buck from where the ceo made his buy. Theres never a bad moment to declare victory because swift knows his Company Better than they do. He knows its going to transform into a pure play on the shale in a few months time which will transform swift energy from a low stock to a beloved one. I would bet with him. Going from here, real change of address. Swift energy is one of them. Heres a speculative Exploration Production company thats going to change its stripes in a big way and i would be a buyer before the transformation in eagleford becomes a reality. Its going to be a pure play and that happens in the First Quarter of next year. After the break, ill try to make you more money. Announcer coming up, friendly skies . Deltas been soaring. Now up over 120 this year alone. Can it continue to gain altitude . Or should you buckle up for turbulence . Dont miss cramers take. Every year as the Fourth Quarter goes on, certain stocks are anointed by wall street as winners. And those winners have a tendency to keep winning through to the end. Money managers who want to boost their performance figure if you cant beat them, then join them. So they start buying the best for formers out there for the year. Then the more cynical managers do the same thing but because they want to show their investors how smart they were. Theyll say this guy is a great guy. All for google stocks that already delivered tremendous performance. Who is likely to be anointed this year . Were talking about the best performing stocks in one of 2013s hottest break out sectors. The name, Delta Airlines. And a lot more room to run. Why delta . Lets go back in the way back machine seven months to the beginning of march when i did something unprecedented on 2,000 shows of mad money. After decades of saying the airlines shouldnt be owned, i changed my mind. I did it because the facts had changed. In the old days the airlines are untouchable because the entire industry was objected to endless price wars that wrecked earnings. Just ruined the competition. We hate competition as shareholders but in the last few years theres been a ton of consolidation. Competition isnt a problem anymore. Or at least planes that arent expensive gas guzzlers. We now have just four major carriers. Delta, United Continental, u. S. Airways and american. And back in march it looked like the last two might be allowed to emerge. I gave the whole group my endorsement saying u. S. Airways was my favorite. But you could own any of them. Since then the stocks have roared. Southwest rallied 45 . U. S. Airways is up 54 and delta, the leader of the pack has given you a 70 gain but theres been one big change in the story. In august we learned that the Justin Department might not allowed the u. S. Airways amr deal to go through. Thats right. That was a big, big change. Apparently they picked up on the fact that these Airline Mergers are terrible for you the consumer even if theyre fabulous for you the shareholder and for profits. Theyre still hope for u. S. Airways. They agreed to submit to the trust of the mediator but unless you think youre an edge in legal side, hey, you ought to go back and read confessions, youll see that that was a oh, here we go. Confessions of a street addict. Its great in any language. You dont want to play the airlines with u. S. Airways. Nope, you want delta. You want Delta Airlines. Thats dal. Not only is it the best performer of the group but it also wins regardless of whether the Justice Department approves the u. S. Airways deal or not. Then delta remains top dog we nor mouse structure advantages that would allow the stock to keep outperforming the rest of the group. Delta United Continental when it comes to Corporate Travel with superior networks as well as more valuable frequent flyer programs. U. S. Airways cant challenge that if theyre not allowed to gobble up amr. But on the other hand, if the deal goes through, while that would be great news for u. S. Airways its still good news for delta. If justice lets u. S. Airways merge with amr, that takes out one more major competitor. All of the Major Airlines will be able to raise ticket prices more than they have. Raised fees for checked baggage. Probably put the squeeze on customers in different ways they cant imagine yet although spirit has a lot of good ones. Im sure theyll pay to be able to let you have your pc one during periods when you werent supposed to. Now delta is already the best operator in the group. It shot the lights out. Revenues rising 5. 7 year over year and boy, more is to be expected. Deltas operating margins what they make on each dollar sales with interest in taxes is better than any other airline save the always, always well run alaska air. It was a real love fest. Delta has more premium seats in first class and business than anyone else in the business. In the past, listen, i didnt know this. Most of the seats were given away as free upgrades to coach passengers. Last year only 14 of deltas domestic front cabin seats were occupied by paying customers. Can you imagine the people you thought were rich . They upgraded, free. The company is more than doubled that to 30 and deltas initials going to 50 in the near future. Theyre selling more where you get nothing anyway. 11 months ago delta laid out a blueprint for 1 billion worth of annual cost savings and management is delivering on that blueprint plus delta is seeing strength in the Corporate Travel business which grew by 10 thanks to its joint venture with Virgin Atlantic and my favorite thing, they have their own oil refinery to save on the cost of jet fuel. It hasnt worked out that well yet but it could be a big deal in 2014. They dont have a clean Balance Sheet, its an airline but its a better Balance Sheet story. They ended 9. 9 billion in debt but they beat their 10 billion target and thats down from 17 billion in 2009. Theres not 7 billion over the next few years which would be terrific as it equals higher earnings. As deltas Balance Sheet keeps improving theyre becoming more and more shareholder. Earlier this year they have a stock buy back they plan to use over a three year period. Its well ahead of schedule. I also wouldnt be surprised if their rates are different which currently yields. 9 . Even though delta is executing much more, and thats for certain, most stocks are trading at 8. 7 times next years earnings estimates. If you went to the super market and they were selling steaks for the price of ground beef, which would you buy . While u. S. Airways could be the big winner if the Justice Department lets them merge, Delta Airlines wins either way and its already delivering stellar returns. Dal is the one to own. Donna in texas. Caller happy friday booyah too you. Big football weekend. Whats up . Caller im thinking we should have strawberry ice cream. Okay. Caller everybody should eat strawberry ice cream. Well, i like the assets. Caller well, thats good too but what about this Student Transportation stock . They have a crazy, to me, outrageous pe of 1287. 8 however they also pay a dividend of 8. 45. It leaves me confused. What you need to do, dennis came on the show, the ceo. He explained why it can be so huge. If you check that interview i think that youll feel a little more comfortable although i am most yields are not that high which does raise eyebrows. Peter in new york, please. Peter. Caller jim, how are you doing . All right. Caller whats the story in hertz . Well, last quarter was bad. They cut the forecast. We hear them speak this week and have to tell you theyre hurt i think by the government shutdown. I dont expect to hear good news again but i do believe longterm because of the consolidation of the industry hurts is a buy buy buy. Richard in nevada. Caller big booyah to you. Excellent. Caller im wondering why auto zone is 400 a share . Because they buy up every share that moves. Not literally but figurativley. Its the biggest most impressive buy back on the stock exchange. The airlines are flying high and things could look very first class for u. S. Airways depending on the Justice Department but it really may not matter. Its delta, delta, deltas fly. [ male announcer ] eligible for medicare . Thats a good thing, but it doesnt cover everything. Only about 80 of your part b medical expenses. The rest is up to you. So consider an aarp Medicare Supplement insurance plan, insured by unitedhealthcare insurance company. Like all standardized Medicare Supplement insurance plans, they could save you in outofpocket medical costs. Call today to request a free decision guide. With these types of plans, youll be able to visit any doctor or hospital that accepts medicare patients. Plus, there are no networks, and virtually no referrals needed. Join the millions who have already enrolled in the only Medicare Supplement insurance plans endorsed by aarp. And provided by unitedhealthcare insurance company, which has over 30 years of experience behind it. With all the good years ahead, look for the experience and commitment to go the distance with you. Call now to request your free decision guide. It is time. Its time for the lightning ground. I tell you to buy buy buy, sell sell sell and then the lightning round is over. And then the lightning round is over. And then the lightning round is over. Are you ready . Time for the lightning round. Im starting with james in texas. James. Caller cramer, my question is about apc . Is it still cheap . Well know on monday when they report. They have fabulous acreage. Me, i would be a buyer if this comes in but remember oil is going down in price. Brett in new jersey. Caller jim, how are you. Whats up . Caller just started my career as a fifth grade teacher. I have the opportunity to start investing at a young age. I saw it go up until the recent earnings where it dropped about 5. What do you think do here . I have to tell you he has done a remarkable job but i was suspicious that ncr couldnt be turned around. He has turned it around. I have to delve into the last quarter. That could be a good opportunity. Have to do more. John. Big old buckeye booyah. I love your coach. Dee what do you see . Thats our favorite way to play the 3d sector now. You have to play it because this group is steaming hot and i dont want you to bget burned. Paul in massachusetts. Caller im calling about opco health. Its coming down. If it does go back to that level well get a piece of the action. Not at all. Lets go to jude in new jersey. Caller hey, jim, how are you . Your staff is excellent. Yes, they are, theyre fantastic. Caller quick question, are you still negative on investing in cocacola . I just like pepsico more. I think she prefers cocacola more. Im an all in buyer i like p pepsico. One more. Bob in illinois. Caller jim, this is bob chicago. Excellent. What . Caller groupon. I like them. People laughed at me because i knew when you brought in a real guy, because hes from another world but that company is doing well. Have to tell you, i still think its a buy. And that ladies and gentlemen is the conclusion of the lightning round. Announcer the lightning round is sponsored by t ttd td ameritrade. A lot of talk about bubbles lately. Its still too easy to call the market a bubble. Sell, sell, sell because of the bubbles, easy. For those that want to burst the bubbleicous bubbles, lets deal with the reality of the situation rather than just bubbles. Bubble talk is in the air. It just doesnt make sense. The bubble, its been popped. Bubbles. Of course thats fact. Double bubbles. Thank you. I say take some stuff off the table and let the rest run. I forgot how tasty these really sugary gums are. Theyre so good. What is this . Did someone drop a salad . No. Oh, youre kidding. With halloween rapidly approaching its time to talk candy. No. Not that kind of candy. Candies. They were like vampires. These stocks are not zombies. Trick or treat. Today chevron reported what has become a blah quarter for this company. It seems to me that something is always going arye for those companies. As ceo john watson told us and i quote, our Third Quarter earnings were down from a year ago primarily reflecting lower margins from Refined Products in the current period. So even though this oil giant earned 5 billion in the quarter, its stock was hammer today closing down a 1. 95. This is happening far too often. Its its a disturbing trend. But the major integrators are too slow to grow. Its difficult for them. Theyre on treadmills. Sh chevron produced 2. 59 a day. So much more than what the market covers. Given that the market produced 2. 52 Million Barrels last year, thats more than most independents can do but from a very huge pace it moves very little. But in the meantime chevron bought back 1. 25 billion in stock. Even as they made a big deal of it, as do all the major oil companies. Who cares about 1. 25 billion in stock . In the end, chevron is like exxon and shell. Slow growing companies with cash trying to replenish oil pumped while spending billions on future projects that may not move the needle because all they do is keep them from falling off of the treadmill. They have a longterm view though im not a fan of shell. But these companies are too big and other than their dividends they arent stocks worth owning. Do you know what they remind me of . Some of the Big Pharmaceutical Companies like pfizer, they dont give you much more than a fixed income equivalent. In contrast, fabulous growth Companies Like eog, noble and pioneer remind me of biogen. Always finding and producing new products. Its why i in the market favor these stocks more than shell, exxon and chevron. Best of all, the independents as they are known, youre not going to be able to buy the big dogs. This week i sat down with dan about the possibility of all things of pioneer Natural Resources actually getting a bid and he took it seriously saying that one of them is willing to pay upwards of 40 billion for this company. Thats staggering. But its also a testament to how badly they need growth. Its always possible that the big dogs will split up and break themselves into pieces because i believe the parts are worth more than the whole. Its a lot better to own the juniors than the majors. What a shame if there isnt something in between. Good growth and a good dividend. That would be the oil to buy. Sorry, i dont see one out there that fits that bill. So fit with eog, and my Charitable Trust favorite and pioneer. That turbo charged trio is where the real value lies. Stay with cramer. This veterans day, mad money honors those that defend our country freedoms. If you or someone in your family served in americas forces, we invite you to join our live studio audience for mad money salute to the troops. For tickets, go to mad money. Cnbc. Com. Before we get to your techno mad tweets, its time for housekeeping. On october 8th, phillip in massachusetts wanted my diagnosis on a tiny stock ontx. And since these have been all over the place lately i said i needed to do more work. It develops small molecule anticancer therapies. While they had data looks compelling in a group of blood cancers, i am worried that theyll be competing so i think we have to wait until the phase ii study comes out. Thats in five weeks. And then if the data is good, well circle back, okay . Back on october 9th, he asked me about ams. Its focused on doctors, nurses and other health care professionals. While most Staffing Companies struggle recently they posted a solid quarter. Very choppy Health Care Market too. The stock roared with a lot of people betting against it. 11 higher today. Looks like it is cured and as demand for health care improves with the implementation of the Affordable Care act next year, the stock will benefit as an outsourcing play although its controversial. Guthrie, thank you for bringing this one to my attention. All right. The same night sandy in connecticut called about fly leasing with its super fly ticketer fly. Heres a company that rents to Airline Customers but it doesnt live up to the movie let alone the sound track. It reports less than a week from now and im concerned the results may not be so hot as the Current Fleet of contracts disappointed investors before. This is a speculative way to play the airline industry. I like delta more but you need to see their results and get some clarity on whether the have the cash flow to sustain the dividend. Last but not least, jordan asked for a early trick or treat on tabloid software. Very hot for you home gamers. This was a recent ipo. I had to do more research on it. It operates in the Business Intelligence base providing cloudbased softwares so its customers. 17 cents earnings beat and the stock then if response popped 9 but drifted lower on postipos. While i see it going higher over the longterm, as the Company Delivers accelerating growth over the near term, its doing serious damage as it will nearly double. A lot of stock. I say take advantage of the secondary to pick to pick up some software. I think its a good company. Now to the tweets. All right. Now, we got to get these tweets because you have been sending me at jim cramer and we have ignored them. First one is about my costume and it caused quite a stir. My outfit is scaring the little ones. Perhaps youre familiar with that character, dead mouse. We even heard from cnbcs own, she says love the deadmouse costume. You are the coolest. Lets go to a tweet. I work at kroger and i was wondering what you think of the stock . Its the best of the traditional super market stocks by far and i like it. Lets go to another tweet. He tweets two years ago took 10 of my portfolio to trade shortterm. Now the 10 portion worth more than the main portfolio. Much is thanks to you. What can i say . This tweet made me feel terrific. A lot of people say nice things and i try to answer or respond to the nice ones. I mix it up a little bit with the not to nice either. Theres my music. Not only that but next year im going to a beegie. Stick with cramer. Mad about mad money . Immerse yourself into cramers world. While you watch the show with zeebox. On your phone, tablet or on the web get sneak peeks, go behind the scenes and join the conversation. Download the free app today for the ultimate adventure. All next week our eyes on twitter as the social media giant goes public. Twitter, dont go crazy. Up to 20 billion and im out of here. Im jim cramer and ill see you monday. I have an unpaid zombie debt, and im getting my wages garnished every week 25 . Also. Theres something about my 1 on one that seems familiar. Look at you. Girlfriend girlfriend and you ask me, can i afford it for halloween . I want to buy Universal Studios halloween horror nights tickets. I have no debt. Yeah, thats good. You shouldnt have debt. [ scary music plays ]