Game probably think these e attempts are pure e lliness. I wish that could be the case. I wish i didnt have to talk about it. But its anything but. Its very important. First lets understand the fundamentataconcept behind the bull market we had and why it has gotten tenuous of late. With bonds yielding so little theres a mad scramble for income where ever it can be found. Younger people may not understand this at all. After they put away the first 10,000 they want to buy the highest growth stocks. Book, amazon, any of these companies that the youngerer generation endures. Netflix, fitbit. Theyre quite exciting. Thats because young people can afford to take this kind of risk. They have their whole lives aheaeaof them and all of t tse paychecks to make the money back if they end up picking a go pro, a grubhub or a stock thats cool. Her people that cant take that risk instead search for capital preservation and yield than just pure capital appreciation. Those are the battle against each other. Weve had very few opportunities for income this year since the fed took rats down to nothing. Yes you can own ten yeared treasuries and make 10 change. Thats a smaller term to knock yourself into. If you do anything shorter with that, you could end up with 1 . Thats the equivalent of not saving at all. This lack of income in the bond market has driven investors stock. Kimbererclark, or the reach for income. Maybe a little more income. Taking on more risk. Snapping up stocks like Kinder Morgan. Steady dividend increases only to cut the same dividend just a year later from 51 cents to 12. 5 . Slashing. Excuse me. Another way to get yield is to buy a new emerging Market Bond Fund with similar outside returns. Oh these are marketed very aggressively by money managers. It sounds so convincing. You want to throw your wallet out. Over time theyre so great o oat least say all of those great things are so cozy. Theyre nuts and shamefully risky y ople can get talked into anythihi. What are these type of income seeking buyers. Simple. They really dont want that extra risk. Theyre very concerned. Theyre worried. They dont want to invest like this. Though really have no choice because they want thth income. When you consider owning Something LikeKinder Morgan that obliterated your savings dividend. You can understand this. Savers didnt sign up for that kind of risk. With the economy getting weaker and many Resource Companies owning outside yields there will be many more Kinder Morgans. But the thininthat might shatter the high yielders is that it might be finally able to give you a run for the money. Might be able to get you return. Its not going to be better return initially. Deposit isnt really going to do it for you. Not going to bring in savers. However if ratesre going to climb higher still over the next year, multiple rate hikes thats a different story. If we get many rate hikes it will be prudent to sell all three ki of income producing stocks i went over. Their yields arent so much better than bonds that if the stocks went back to where they were not too long ago youll be under water. Youll be losing money. In other words the dividend gain is not worth the principle loss. A bond with 3 and you get your money back in the end or a stock that plummets 10 . So youra natural seller of these stocks once bonds become more attractive. Next, how about the people that reach for yield . Heres something ill put in your head for the first time in ages. If you own a stock that has to borrow money to pay for its dididend youll be taking on more than i can fathom at this point. When the fed starts tightening and the business isnt doing well then you could be courting another situation. Its the benchmark of f bad stock where you were hoping to get an 8 yield but you lost 60 on your investment and had a tax bill. Its f fded by debt and not t excess Free Cash Flow are just too risky to own from now on. If youre in the emerging markets, these bond managers are putting you in very risky situation. As the companies behind the bonds might be borrowing in u. S. Dollars but to pay off their currencies. 17 pesos to the dollar now. It was just 12 to the dollar not that long ago. All three attempts begin to backfire if the fed is going to start the process of normalization of interest rates. All three groups are holders. Althree groups are skiltish just like they were in the last three down sessions. Thats what caused the pressure which brings us to today. Its very slow and very deliberate and understands were in unchartered territory. The urgency to let the higher yielding stocks diminish us. If the economy weakens ever so slightly or if they pick up we wont take mororaction. That makes it so the exit ramps of these stocks isnt that crowded and theres less of a stampede on the way out. Remember how i said yesterday and the day before that you shouldnt sell into a panic because panic is not a strategy. Today where you can get much better prices on the way out if you decide you didnt like the market. The fed is fickle. Tomorrow one of the loose cannons on the fed koug could be angry and its easy for them to tell a reporter it would be prudent if they were at 1. 5 next year at the stock which would imply multiple rate hikes and rapid fashion. I wouldnt put it past them to say that 2 is more likely. So heres my suggestion. If youre in these kinds of income producing stocks because youre reaching for yield and not because you believe in the underlying business i think you should sell some of th. Maybe as much as a quarter of your posititn. The first group they had. And the whole thing, if youre an emerginMarket Bond Fund. You may not be able to make up the lossesesith that income. Im picking it up to make this point so nobody accuses me of panic. Heres the bottom line. I need you to get used to betting on rapid rate hikes steal yourself and your portfolios when things are good so when the rumors get tough ull be able to tough it out. I know many of you dont like risk but its been a very long time since you have tasted it and now youre beginning to realize that it does have a little of that e. Coli kick to it. Michael in texas, michael. Booyah, jim. Booyah, michael. Thanks for taking my call. Calling from dallas texas. Home of the playoff bound dallas cowboys. Only so many teams can make the playoffs in one division there, chief. My question is of all of the cyber space of Palo Alto Networks and 70 off its highs. But its up 10 in the last three days. And its a buy down here. Said cyber arch is down today. Its best of breed and ben in texas. Booyah. Booyah. Been watching disney. It recently had a high of about 120. Its been down to about 110. Is it time to buy or wait . Was all the way in the 90s. Its come back all the way up and now you have to wait. Maybe another chance when its on one of those round trips. When they happen, everyone is saying i cant take the pain. Thats when you want to be a buyer. Chris in california. Chris. Hello, sir. How are you . Question about gopro. See i have this is a tricky thing for me on mad money. Have disliked gopro a long time. If i say i dislike it still and 18 and it goes to 20 and i want to go read my twitter feed someone is going to say cramer, he kept me out of a move from 19 to 20. So as far as im concerned gopro down here i dont care. Get usededo the game of rapid hikes. And when the going gets tough, ill be here to help you tough it out. On mad money tonight dave and busters may be known for its games fwut stock is all business. Fresh off of earnings and then a word of warning to contraries in the market. Im about to blow up your spot. Plus i have to play this transforming retail as we know it. Dont miss my exclusive. And of course stick with cramer. Dont misisa second of mad money. Follow jimcramer on twitter. Have a question, tweet send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Our clothes can stretch out in the wash, ruining them forever. Protect your clothesesrom stretching, ding, and fuzz. With downy fabric conditioner it helps protect clothes from the damage of the wash. So your favorite clothes stay your favorite clothes. Downy fabric conditioner. Wash in the wow. Take one of those pipiows and take a b b smell. They smell really fresh what if we told you we washed these sheets 7 days ago. Really . No way downy . Downy fabric conditioner give us a week, and well change your bed fofover. Want more freshness . Add new downy y esh protect. Lets get these dayquil liquid gels and go. But these liquid gels are new. Mucinex fast max. Its the same difference. Thisisne is max strength a a fights mucus. Mucinex fast max. The only cold and flu liquid gel lets end this. Phil oh no. under his breath hey man hey peter. unenthusiastic oh. Ha ha ha joanne . Is that you . Its me. You dont look a day over 70. Am i right . Jingle jingle. If youre peter pan, you stay young forever. Its what you do. If you want to save fifteen percent or more on car insurance, you switch to geico. Y y make me feel so young. Its what you do. You make me feel so spring has sprung. Ugh heartburn no one burns on my watch try alalseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Alkaseltzer heartburn reliefchews. Enjoy the relief. Antlers on reindeer, gifts tied with laces polar bear noses, colorful faces candy canes wrapped up to the top, how many ways can you snapcrackle, pop . Candy corn feathers, sure look enticing Rice Krispies treats, the fun doesnt stop how many ways can you snap, crackle, pop . Theres a bazillion ways to make the holidays a treat with kelloggs Rice Krispies. How many ways can you snap, crackle, pop . 14 months ago a small entertaining dining chain dave and busters was at 17 a share. You home gamers is a unique story. Across the country they have 79 venues parts restaurant, sports bar and gaming center. Apart from Old School Gaming favorites to the newest mostst hightech video games. Dave and busters is a chuck e. Cheese for grown ups and make no mistake its about as successful as it gets in the restaurant entry right now. They shot the lights out. And an earnings beat off the basis on higher than expected sales that increase by 17. 9 year on year. Phenomenal sales growth. Best of all dave and busters raised the forecast for 2014. And just now starting to get credit for that amazing quarter and given the massive expansion opportunity i bet it has more room to run. Lets take a closer look at how his company is doing and where its headed. Welcome to mad money. Thank you, jim. Glad to be here. All right, sir, i have been around for awhile. Dave and busters was an uneven performer in the stock market. Up and down. You wewe always very worrieded about it even thouou i went there with my daughter constantly. What has changed about this that your consistency and average unit volume success are extraordinary . So jim, we did a lot of things over the last ten years really since we were taken private. The most professional and best operating company that it could be. I think theres a series of things everyere from implemenng new systems, from kitchen display systems and Labor Management systems thats allowed us to be a lot more predictable than we were in our ior iteration as a public also wonder, theres a great phrase in one of your Conference Call where is you say that the country is riding a wave of popularity in gaming in our culture. Thats also different from when the company went private, isnt it . Yeah. I think so. I meani think you cant go ywhere in the u. S. R rht now and not see people playing games. Whether your on the bus or airplane or dnb. People are willing to play games in front of her people and theres no stitia to it or theres nothing that somebody wont try and i think that proves to our benefit in this case. Also i was surprised, i remember i was looked by them and really you have tickets and it looks like you have a great corporate business and y y make a lot of money on whahais a very profitable thing which is liquor. Yeam. I would say 2thirds of our business is really very profitable. Amusements and alcoholic beverage sales so in round numbers,musements is about 52 of sales. Got a very nice 86 gross margin. Alcoholic beverage sales. You know, right about a 75 margin, 25 cost. Its about 15 of erall sales so combined theyre two third of the business. And both have low labor component associated with them. We have preventive maintenance and people to cash you out in the Winners Circle in what we call win now and you have bartenders for the alcoholic beverage part of the business but thats m mh less labor intensive than on the food side of our business. Thats a great point. A lot of people are fleeing this group because of labor and you have the best numbers there. You have a tie in in some cities with the nfl. Youll do a pregame, a postgame. Thats got to be a terrific absolutely. I mean, one of the things that we have done over the last five years is really evolve the brand and we set out to do everything from food, beverage, amusements, improvements. We spent about 65 5 llion the hero of that renovation has been adding what we call watch which is really directed at watching sports out of home and, you know, were a very large venue. Our average Square Footage is about 20,000 square feet. We can have the 180 inch tvs and the rest of that which makes it a great venue fofoa live remote or Something Like that which is what youre referring to in terms of having an nfl pregame show or one of the teams came in. 40,000 square feet, are there enough locations that it can be that big in many different cities that you still have that big runway to be able to expand . Sure. I mean, we believe we have over and canada. We actually have 17 signed leases right now for 2016 and beyond. Were seeing a aery nice flow in terms of the runway. We need about three quarters of a Million People in ten miles for it to be attractive for one of our large stos but in our Smaller Stores we can go into a market where we might have 550 or 600,000 people in a ten mile radius with it growing as you go out from that. The last question i want to ask you and its not up to you but a firm ive done business with thats fantastic, they still own 24 . Their goal is they have to have an exit strategy and sell overtime. Any sense after this quarter they say to u, listen, this is our chance . Or will they just do it and it really has nothing to do with you so maybe our viewers if they want to buy some, they buy some with some more stock. Well, a couplplof things. They have been a great partner for us since 2010. Really taken a longterm view and that continues into their ownehip as we become a Public Company that thehe view is that they takakthe long view. Theyre not in this for a quick hit. And i think that they wi be very disciplined and rational about the way they dispose of the remaining 25 of round numbers interestst oh thats terrific. Anyway, its an amazing turn from when it was first public and have to tell you, its one thats the ceo of dave and busters. Great to meet you, sir. Thank you so much. One of f e better retail stories out there, guys. Nt have a lot of cocoanies that have the mid to high single digit same store sales. Very, very few of them. Mad money is back after this. Coming up on demand delivery. Post mates offers a fast and receive their products 247 and after partnering with companies such as apple, walgreensnd starbucks cacathis direct to Doorstep Service compete with amazon . Cramer sits down with the ceo just ahead. I have asthma. One of many pieces in my life. So when my asthma symptoto kept coming back k on my longterm control medicine, i talked to my doctor and found a missing piece in my asthma treatment. Oncedaily breo prevents asthma symptoms. Breo is for adults with asthma not well controlledd on a longterm asthma control medicine, like an inhaled corticosteroid. Breo wont replace a rescue inhaler for sudden breathing problems. Breo opens up airways to help improve breathing for a full 24 hours. Breo contains a a pe of medicine that increases the risk of death from asthma problems and may increase the risk of hospitalization in children and adolescents. 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Just because the consensus about a papaicular stock is doesnt mean its wrong. The wrong stocks can be a really brutal business. Consider this report on lhe once mighty brand. It seems that freeport cant get anything right these days. Clearly the slump in Commodity Prices crushed the company. Sentiment is prevailing negative but to own frereort investors need to accept it. Volatility come with the territory. Profits and the stock price but ere is an upside of f is as wewe. Which is if gold, copper and oil go higher so will freeport. Report then offers a seemingly compmpling perspective and i quote it again. The stock has been so badly beaten down that it makes little sesee to me to sell considering what potential there is if copper, gold and oil prices recover. 1. 09 times book value. Such low valuations. It looks to be a cheep stock with huge upside potential and a 5 dividend yield is a very nice kicker, end quote. Theres just one problem. The report in question is dated december 24th, 2014. Nearly a year ago. Written been an analyst. Ill spare you his name. But prprty much everything this guy y ote last december eieier turned out to be long or simply didnt come to pass including the fact that the kicker, the 5 yield is now gone because yesterday the company suspended that dividend. But lets set the stage here. When this poor guy made his con call it had been on a roller coaster ride since 2007. Up at the peak and down in december of 2008 when they roaring back rebounding as high as 58 again in january of 2011. Will you look at this . Then in december of 2012 with the stock trading at 37 37 d the price of oil a a 85 a babael. Free port shelled out 20 billion to buy them. Two straight up oil companies. That deal pretty much sealed their fate. Sure a year ago when the report was eaten oil was at 55. Now its at 367. But the issue isist the decline in those Commodity Prices which while severe shouldnt have sunk the stock down to 7 where it sits on this roller coaster. No its the debt that the company took down. The debt. Thats what made them suspend the dividend yesterday and cred agreement. Market. Having raised 1. 6 billion since the program was announced not that long ago leaving only 400 million stock to sell in the open market before they reach the 2 billion in equity which it needs and is it any wonder why carl icahn is down big since the stock s trading around 10. Not even they can trump the constant selling theyre doing. As daunting g this is what makes me most worried about free port is the next trip from 7 to 58 did not occur. Its suffering from a glut. Its equal onlnlby the oil market. It is not because of the Housing Market that did nothing but because of demand for emerging market infrastructure. That spending seems to have glutted everything that coffee is used for. This time even taking into account Production Cut backs for glencore and bullish back in the day announced this morning. Cut backs sent tt stock up and its better than its been. Just like free port yesterday. Why point all of this out . Sometimes the negative consensus has crushed a particular stock. Sometimes the negative sentiment is correct. It doesnt often pay to be a contrary juan. The valuation argument from a year ago, well, thats out the window. Its losing money. It is overvalued. Gone. Its oversupply and lack of demand remind me when dealing th commodities cheapaps not in e eye of the beholder. Mike in ohio, mike, mike, mike. Hey, jim, jim, jim. Help me out here. Back in the spring he was saying it was going up to high 40s. Since then its tanked miserably. My buddy and i think its going down big time. But they showed little interest. What do you think . Hes been right a lot. Hes done well and people make mistakes. It looks like its not going to workout. I dont like the company. Who wants to be in navistar. Down here at 9 00. Do i want to bet against it . I dont want to own it. How about that. Lets leave it at that. Bill in florida. Bill. How are you today . Im good. I want to thank you for all the work you do to help the average person in the mad world of investing. Thank you. But i have a question about sun edison. I have been invested in it and its been going down and it looks like its bottomed and stock. I have been reading this and theres an endless number of stories about it at real money. Com and i dont have any confidence at all in sun edison. I think if it bounces up 15 or 20 i think you sell. I dont like the balance sheet. Were no longer buying the stocks that have bad Balance Sheets once the fed starts hiking. allen in florida, allen. Heyeyhow about the eagles to the playoff booyah too you. Well, you know, im a cautious nonjinx guy. Ill defer to chip kelly and the am. There we go. My question is about Cheniere Energy. They split a couple of billion dollars building this export facility. I think theyre ready to ship in a couple of months. Icahn has been buying a ton of the stock. He paid more for it than i can buy today im thinking carl icahn. If you want to be in cheniere, this is a risky play. Its risky because the price of energy is going down. Theres a piece called Cheniere Energy partners it yields 7 . Being contrary doesnt always serve you right. Much morormad money ahead. From amazon prime to google express, the delivery space is heating up. Im sitting down to see if they can remain ahead of the pack. Then do your stocks haha what it takes to survive this up and down market . Ill be the judge of that when we play am i diversified. The lightning round. I take pictures of sunrises, but with my back pain i couldnt sleep and get up in time. Then i found aleve pm. Aleve pm is the only one,to combine a safe sleep aid plus the 12 hour pain relieving strength of aleve. Im back. 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You can use the mobile app to order anything from food to hardware and then the Company Sends a coier to the store that brings yoyoyour stuff within an hour for a small fee. The last time we checked in with the company was the end of april. They established themselves in 67 different markets across the u. S. Now theyre in 107 markets. And unlike some of the privately held unicorn services they had no trouble tapping the private capital. Ill tell you why y a second. This company is a forced to be reckoned with so lets dig in deeper with the cofounder and ceo of post mates to learn more about where his business is heading. Become wac to mad money. Take have a seat. Of course these post mates ceo says hes raising money again in january to build the antiamazon. I like that. You have to tell us about that. Well, i mean, if you think about how it works it is just a Beautiful Network that is local economies and connects the her merchants on a local level. Its something that amazon doesnt do. And really cutting out retail spaces in local economies and we want to help local retail spaces in local economies. Value proposition for the retailer, your company, the for the customer its easy. You press a button and you get mething delivered in a couple of minutes. We bring them closer to a business. They are not Walking Around the reets and can still shop and engage on their cell phones and the Value Proposition to the couriers is if you want to have additional income it is one of the best ways to do that. It is no strings attached. Its a very great way to earn additional income. I associate them with the human face of capitalism. They choose you because you do something good with couriers that maybe others dont. I think it has to do with them. When we have meetings with both these companies. Theyre fantastic ceos. I learned a lot from them and one of the things they both mentioned is its a company but a ople company becausese theres so many post mates engaging with the company. Theres almost 20,000 doing deliveries across our markets. At the same time i know that mark has done many times. Sales s rce. Com. Mark taught me if you can grow revenues quickly, a billion, first to get to a billion, first to 2 billion, that can be the zee success and early on we should be able to get revenue froeoe up. Billion dollars possibly on the horizon for your company . I think it is. We are doing around a quarter billion dollars in sales. Thats up 8 times from last year. And we did a million deliveries. Now were doing 1 million a month. Now my old friend compared to you your company to one of the dot com era which means, the way i i oked at it, no revenues, no earnings. I mean, if you look at post mates for the end of the year, were still a privatatcompany but you look at a Gross Profit Margin at about 20 . So our business looks a lot like ubers with added revenue from the product were selling. So youre making monene we e. Not losing money to be able to build something up. We do. It has always been our first part to figure out if we have a Sustainable Business model and we do. For over four years we have a positive Gross Profit Margin. That seems like the wrong anlage to talk about those. I know those companies. Now, lets talk about shake shack. It doesnt have a relationship but if i want a shake shack burger and wait in line i call you guys. Does that person wait in line . Does he have a clue . A customer of yours that is a retailer and someone that has to go in and wait in line for me so i dont wait in line. First of f l we love shake i met danny in new york and had breakfast. A wonderful time. Were trying to figure out how to work better together. We have merchants that were integrated with. That the food gets prepared. That person isnt waiting that person is first in line therefore you get it faster. Its like a fast track. It runs in and out. Its integrated into the point of sale system. Its a beautiful thing and makes the platform run better than the out of network merchants. Okay. So shake shack, would be better of course if they were in network and you would be able to get t e end of the line, right. I would never call post mates to get the coffee e cause it would be like come on, get off your butt. But people do that and its the i would like you very much to do my shopping but i candidly would be lucky enough to be wealthy. Is there a millennial divide between people that think are you kidding . Thats my job to go do that and other people find d eir time so precious they would never think of doing some of these things . I think there is and i think whats actually happening in the retail space should pay close attention to this is that customers discover new way of actiti. You can see that in the boom of sales coming from mobile devices this holiday. Retail stores have an opportunitithere to be part of that leading wave of technology where they can interact with their customers and do sales without having them enter the store and i think it is something that well seeeeore and more in 2016. If i look at the partnerships, if i look at the people we have discussions with i think 2016 could be the year not only of mobile commerce but definitely of on demand delivery and on demand commerce in g geral. Sales we see from our partner 3s to 4 x on the salesolume that we drove them previouslslonce they integrate with us. Better promotions, better usability. Better search within the app. We have been following your progress the whole way. Cheering for you. Were utral but congratulations on the Great Success youre having. Thank you. Thats the cofounder and ceo of post mates. We have been talking about the Company Since its inception. Mad money is back after this. Age defiant. Age agnostic. Olay is a purveyor of ageless. Only the best 1 of ingredients make it into our products. For transformed skin without expensive brands or procedures. Its the ultimate beauty victory. Nobody has any idea how old you are. With olay, you age less. So you can be ageless. I take pictures of sunrises, but with my back pain i couldnt sleep and get up in time. Then i found aleve pm. Aleve pm is the only one to combine a safe sleep aid plus the 12 hour pain relieving strength of aleve. Im back. Aleve pm for a better am. Im lucky to get through a shift without a disaster. My bargain detergent couldnt keep up. So i switched to tide pods. Theyre super concentrated so i get a better clean. 15 cleaning ingredients or 90 . Dont pay for water, pay for clean. It is time. Round. And then the lightning round is over. Are you ready . Time for the lightning round. Start with jeff in michigan, jeff. Big b byah to you. How about staples . Theyre getting in a fight with the government. Thats a total loser position. Its time to go. That deal is not getting done. At least it doesnt seem like it. Lets go to preston in massachusetts. Hi, jim. Its not doing anything. Look at that yield as you wait but its going to bring out value. Lets go to jerry in illinois, jerry. Yes, sir. I have 8,000 shares of transocean and my question is should i hold it or shouou i get rid of it so i can get a dividend of 2 to 3 more . We came out transocean itit really linked to a very bad business which is deep water can it pop from 13 to 16, yeah. But anything above a couple of bucks up here i want you to sell. Brian in illinois, please, brian. Jimmy, is this the dawn of a new day at sprint. Youre at the mercy of a very large investor who may or may not make it the dawn of a new day. I prefer tmobile. A lot of people thought it was a mediocre quarter and i thought it was just fine. Lets go to tim in florida. I h he radio after the cece was on the other day. It was a good story but its a high risk story and these ones go up and down. Theyre crazy. They jump up and down. You have to either believe for the longterm or you try to trade them but the business, the fundamental product is a good one. Lets go to zach in michigan, zach. Michigan state university, 2015, big 10 champs. What do you think about wells fargo. Giant pition for action owners plus. Com. You can follow in. I like that very much. Were going to own it for as far as the eye can see as long as john stops running it, wlike it. Lets go to job in new jersey. I know you dont care for the u. S. Railroad but at 125 a share, what do you think of canadian pacific. Is it worth a look . I dont want to own that one. I dont want to own the rails. Theyre trying to buy. Or steal norfolk southern. They should come on the show and talk about how they can bring value more longterm. And explaiaiwhy they can bring out value versus the products deal. Lets go to russell in North Carolina please, russell. Youre reaching for yield and were not going to reach for yield. In this show were not reaching for yield with the fed starting to tighten. And that ladies and genenemen is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. With great coveragag it protects my personal belongings should they get damaged, stolen or destroyed. [doorbell] uh, excuse me. Delivery. Hey. Lo mein, szechwan chickenen chopsticks, soy sauce and you got some fortune cookies. Have a good one. Ah, these small new york apartments. Protect your belongings. Let geico help you with renters insurance. Ugh heartburn no one burns on my watch try alkaseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Alkaseltzer heartburn reliefchews. Enjoy the relief. Choose to move freely. Move free ultra has tripleaction support for your joints, cartilage and bones in one tiny pill. Move free ultra. Get your move on. And now try move free night. 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Lets play am i diversified . Tweet me and tell me your whether your portfolio was too clustered. You should maybe sell some stuff or get gifts in exchange. Well take care of everything. First up, they say its restoration hardware, black store, facook, am i diversified . Here we go. Restoration hardware with a good number. Thats how about that, semiconductor is a tech stock. Black stones finance, apple tech, facebook tech. That wont work, will it . You have to make some changes here. Wheres bristol myers. Were gointo do that and then you have to take a pick between either one of thososand i want to add general eleleric. Lets get a diversified industrial in there. Lets go to chris in connecticut. A big connecticut booyah. Whats going on. Not much. Here are my five stocks for the am diversified. They are apple. Ppg. Facebook. Home depot. And starbucks. Thanks again for everything that yoyodo, jim. Ve a happy holiday. T tnk you. Wow, this is interesting because we have look, apple, technology, starbucks, its a technology compa that sells coffee. Ppg, great chemical company. Home depot terrific retailer and this problem facebook apple. So you have to pick one. I dont care which one you pick and were going to have a drug stock and this time im going to say it should be pfizeralalrgan which is going to merge. And thats many my charitable trust. Lets go to pete in florida. H hpy holidays mr. Cramam. Same. Let me throw some stocks at you. Alcoa, bank america, disney, and petrobras longterm. Okay. All right. Alcoa its a metals play. What do o want to call, relationship, you know what it is. Mickey mouse and bank of america bank. We have bank, entertainment. Im not going to say match is entertainment. I dont even lets say its alcoa, and petrobras thats an oil coany. Im going to deem that too close to alcoa and you need a drug stock and this time im going to give you eli lily. Another name doing terrific. I really like it very much. Its antialzheimers formulation. Lets take another. Why dont we do it. John in florida, john. Booyah dr. Cramer. My five issues are boeing, ba pot, Cracker Barrel, under armor, and new residential investments, nrz. Am i diversified, doctor . I dont like these public Real Estate Investment trusts. I dont like them. Replaces the bank of america which bought yesterday for the trust. I dont like the outside yield. Potash i dont like it either. Underarmour, they might be a little long inventory. Aerospace, bank of america there. Put a drug company in there. Under armor, lets understand that theres probably inventory issues and Cracker Barrel restaurant, you make those changes and then a lot of work on this diversification game and stay with cramer. coughing coughing disrupts everyones life. Thats why theres delsym. Delsyms advanced time release formula helps silence coughs for a full 12 hours. All night. Or all day. Americans. We try to live healthy. But many of us dont know there e e nutrients that can help support our metabolism. Take new one a day healthy metabolism support multivitamin with chromium to help use carbs from food as we are at the eve of a Federal Reserve meeting where they will be tightening i want toaution you that i will be more negative when that happens. I will be selecting certain situations that i dont like, particularly companies that are borrowing money, taking down debt in order to give you a good dividend. An outsized yield. Those will be on my hit list so to sak and get ready for that because were not going to fool around once the fed starts raising rates because its a different kind of game. I like to say theres always a bull market somewhere. I promise to try to find it for you right here on mad money. Im jim cramer. Its friday, december 11th