Gaining. It is time to admit that conventional wisdom has been wrong every step of the way. In this market, patience is not a virtue discipline cluster of fortune. Buying the most obvious stock, well, that has been a strategy that was easy i struggle about how this is possible i am not used to a mark that reward investors being late to the party. We found out moderna has a vaccine that may work better than pfizer. Thats getting off the table we got uncontrol spread over america. And mayors and governors refused to shutdown the bars and restaurants. Those are the main places we are getting infected no, it is at home, jim this pandemic is steam rolling us the prospect of a vaccine keeps on plotting it and shutting everything down. I am sure you are wondering, given the numbers that we see, how is that possible first every now and then there were moments that well stood on our head. Time like these is not sell. You must be willing to suspend judgment how far stocks can reasonably go. Thanks to moderna and pfizer lets talk about darden. You may not know darden, thats the parent of olive garden and long horn steak. Indoor dining, incredibly risky and you cant stop the spread at restaurants because people have to take off their masks to eat we have ton of evidence that the people in the front of the restaurant can get covid in the back as the virus builds up overtime it is kind of like secondhand smoke. Thats why the stock of darden is so good it is down 50 solid minus 29 . Although theyre getting better. They even cut the dividend by 66 . Dardens Liquidity Position is very strong. You can say so what. Maybe you dont want to go to olive garden what matters is their competitor cant afford to operate at 50 capacity they dont have deep pockets independent restaurants tend to have big fixed cost. The kitchen has to be well staffed and they have to cover rent, insurance and electricity. Theyre not serving liquor, the costs are not coming down. Thats why 40 of the restaurant at olive garden that number is optimistic. If we had another stimulus bill, these players will be able to stay afloat, thats not happening. While it is bad for the economy, look at this look at this it is great for darden even though they can seat half the customers and had to cut the dividend, the stock is only down a few bucks before the pandemic. This is an amazing picture, people this company is not nearly as good as this company but, a year from now when it does not have any competition to speak of, to the moon. I want you to think of the leap of faith to take a buy to buy darden you have to believe a vaccine will get here soon you have to bet Congress Wont be able to compromise on the stimulus bill and lets you dow and the moment people are vaccinated, theyre going to olive garden if you decide to sell here which is reasonable. I think you would have said okay, i am doing okay. Theyll hang onto here that require a level of discipline that most people dont have you know i like honeywell. Like the pandemic is not happening at all this was where it was before the pandemic now look at it thats incredible. How do you own it here well, you need to have faith that management will do a good job and the company will come out on the other side. It is pulled away from its competitors. I believe that i think honeywell is a fantastic company with a great ceo this one says you have to sell it unless you believe a Bidens Administration will be boomed for aerospace and climate control. We got to hang onto the rest why . Discipline says you have to own this stock discipline the discipline of holding onto a stock that you may otherwise think it is going to roll over tough discipline finally this one Everybody Knows and it is really shocking. Lets add the chart of disney, please will you look at this . I love disney and the stock. I think it got fantastic longterm prospect the stock is trending above. Before we had any idea about the pandemic it is running at a fashion of full capacity. Disney land has been closed since march and movie theaters are closed and espn had a tough year with their season it does not matter maybe they came up with disney plus can you just think about this . The disney that you know is this disney the disney that people are buying, well, it is that disney. Like nothing happened. Understand i am not picking stocks that benefit from the covid economy like paypal or any essential details. These names are all about the stayathome the virus allowed it to make fortune. These companies have been crushed by covid there is zero hope to think it is any good, yet does not matter the buyers keep coming not for their companies but their stocks who are these guys how is it possible they dont care about the future. How can they be so optimistic . Theyre pulling the trigger like all for the best of all possible world. You know this is the work of youth. Youth. Callow youth no one whos been in the business for a length of time the last 30 years would make these trades theyre too obvious. I have seen this kind of action once before in the 1980s where stocks went to 80s and cruise to 90 and cruise to 100 and 120 that was my sales pitch to a lot of people. It always worked we were in one of those rare moments where you had to throw your discipline out the window or at least that kind of discipline, it is a moment like this one crazy discipline thieve bottom line. The real issue in this market is faith. Buyers have faith in the future, something that feels out of place right now for most people covid cases are skyrocketed. The believers, amazing there does not seem to be a price that they wont pay at least for the moment how about we go to william in colorado, please william. Booyah, cramer. This is william in colorado. First time caller. How are you i follow you for 15 years, i want to say sincere thank you for everything you have done you are terrific, thank you very much. The stock i am calling about is american wellness, am well, it had its ipo three months ago. It had great earnings last week but the price of the stock continues to drop. The primary care physician, i recognize that telehealth is here to stay independent of a full reopening of the economy unlike other telehealth, it integrates into multiple large Healthcare Medical records for this reason, i believe am well is well positioned for future growth. Continue to buy since the ipo. You know the quarter was bad. The quarter was not great. A lot of people felt that there was no way they can do anything other than a fabulous kwouquart and they did not deliver that. I just dont want to be there. Lets go to anita in maryland. Hey jim, i am anita, a teacher from maryland, thank you for taking my call i bought l cosmetics i got in about 27. It has been on an decline since then i would love to know if i should hold on. No, hes really good. It got hammered. It got caught up and a lot of Different Things happening in the Distribution Channel but it is going to come back i think. I think hes a very good manager. I think the products are very good i say stay long e. L. F. They go down as low as 8 can i speak to quindell in california whats going on . Back on december 4th, 2019, i want to know what change i want to know about fuel cell energy tesla is joining s p 500 so thats going to be up. What happens with plug is we have plug on they admitted they made some great acquisition and reads y to roll i got to do some work. Thats my kind of wrong. Okay, how can the dow hit an all time high in the middle of a pandemic it is called faith the buyers have faith in the future it is a new kind of discipline one thats hard for me but seems easy for the younger folks on mad money tonight, as more consumer data goes online, how is a company like palo alto itself i got the conversation with the ceo. There are major hurdles ahead when it comes to distribution. More folks are gaming at home than ever. Over 3. 6 billion globally. I am talking to one of the Companies Banking on the trend do not miss my interview stay with cramer dont miss a second of mad money, follow jim cramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney. Cnbc. Com, or give us a call 1800743cnbc. Miss something head to madmoney. Cnbc. Com, for skin as alive as you are. Dont settle for silver gold bond champion your skin well, audreys expecting. Twins grandparents we want to put money aside for them, so. Change in plans. Alright, lets see what we can adjust. Wed be closer to the twins. Change in plans. Okay. Mom, are you painting again . You could sell these. Lemme guess, change in plans . At fidelity, a change in plans is always part of the plan. Its time you make the rules. Lemme guess, change in plans . So join the 2 Million People who have switched to xfinity mobile. You can choose from the latest phones or bring your own device and choose the amount of data thats right for you to save even more. And youll get 5g at no extra cost. All on the most reliable network. So choose a data option thats right for you. Get 5g included and save up to 400 dollars a year on the network rated 1 in customer satisfaction. Its your wireless. Your rules. Only with xfinity mobile. You know what keeps roaring . Palo alto network . The stock is up 26 just from november put in 20 gain today making up a fantastic quarter. Last week we learned palo alto expanded management raising their forecast substantially, it was a terrific quarter but also their stock was not over many tech names. This one sometimes gets lost now it is sending at an all time high lets check in with the ceo. Congratulations and welcome back to mad money. Thank you jim, thank you for having me again. You dont want just cloud. If you dont have both, it seem lie like you are going to be left out given the fact there is so many firewall business and cloud business, you need to palo alto model. Well k jim, we have been talking about this and i am telling you that the market is going to do fundamental transformation theyre going data center to the crowd and sensor to ai we identified this 2. 5 years ago. I told you the way to get excited of security depending on the platform, people taking from their current infrastructure, taking it to the cloud and capable fashion at the same time and focus on the future, which is collection of data and analysis of data i am just delighted and excited that our vision is beginning to come true and we are on the right track. You spent 2. 4 billion to get 15 . I see you got 100 billion in cloud and ai do we need more acquisitionacqu . It seems like they are worthwhile theyre all working. Two more important things to worry about. Ten years ago i was convincing the world the future is the internet i find myself in a similar position trying to convince the people the cloud is where everything is at ai, ai around practice security. I think anything that can further our ability to deliver cloud capability or ai security is important when i look at the acquisition, look at the market i am getting 20 basis points on 4 billion cash. As a share order, you want to take the money, as long as i can make sure that it integrates into my portfolio. So so far we made ten acquisitions theyre working so far we hope theyre going to work as well as others and trust me with the capital to make sure that i can create longterm value into the Sustainable Growth business and as long as i can optimistically find opportunities which allows us to bring the vision to live and for our customers. How is it there is going to be a company like like expand and shows you the same thing that the bad guys see it how is it available . I got to get that. The buck is going you could not scour the internet on a regular basis. Today Technology Made it possible these guys did a phenomenal job that works with various large government and Large Companies they have visibility from the outside. Most security is inside out. Shut the doors or the windows, dont let anything bad happen to you. These guys are great what do i get to see thats what the bad guys will see and the hackers. 90 of the company made up of technical people who try to make sure data is understood. We can take it and incorporate them and deploy against our global 2000s account and showing them the benefit off the gate. We are launching a Conference Tomorrow morning we give them the ability to see from the outside what the bad guys are seeing. Thats incredible you have this red team\blue team thats not good enough those are people who are good guys trying to hack. You need the bad guy mentality excited about the acquisition and excited about the possibility and data feed. Well combine the two. We have amazing inside capability to bring outside capability in the future you will find out that people need both perspective to secure the solution and thats what we are inspiring to be. There was an amazing moment in your conference all people are getting a billion threats and they are exhausted, theyre not bothering to catch them anymore and you bring in yours and reduce by 99 . How can someone be in a situation where theyre saying oh, i got so many, i give up and bring in palo alto and suddenly theyre gone jim, as you may remember while the first acquisition was an automation company. I dont believe you can fight the security battle with knives and swords you got to compute to the fight. Normalize data and automation. The bad guys can rent the same cloud provider that we rent and they can fire attacks. The only way is that you will be able to block those attacks using ai and automation. So a team of automation and team of ai, thats as critical competent and we are able to take customers at a billion threats taking them down by 99 . We can focus on the signal congratulations the acquisition makes it so that your company is growing off cash and faster than anybody else arora, palo alto networks. Terrific job, always great to see you. Thank you, jim. This is what you need if you need something that does cloud and on prem firewall you cant just have one. It does not work mad money is back after the break. Hi, my name is sam davis and im going to tell you about exciting plans available to anyone with medicare. Many plans provide broad coverage and still may save you money on monthly premiums and Prescription Drugs. With original medicare youre covered for hospital stays and Doctor Office visits, but you have to meet a deductible for each and then, youre still responsible for 20 percent of the cost. Next, lets look at a Medicare Supplement plan. 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You get all this for as low as a zero dollar monthly plan premium in many areas, and your doctor and hospital may already be a part of humanas large network. If you want the facts, call right now for the free decision guide from humana. There is no obligation, so call the number on your screen right now to see if your doctor is in our network, to find out if you can save on your prescriptions, and to get our free decision guide. Humana a more human way to healthcare. Good news, a week ago we found out pfizer within 90 effective. Today we learn of modena vaccine at 94. 5 why would you take 90 if you have 94. 5 we should be hearing from all other major players. I hate to think where the stocks may be with the pfizer update and moderna. Even though these vaccines have been developed, we have one major hurdle we got to start thinking of how to get hundreds of millions of viles to americans and people overse overseas the federal Government Vaccine Program plans to distribute it to the states. State governments have to figure it out themselves and federalism have not had the best record fighting this virus. You have to keep it refrigerated and especially in the case of Pfizer Vaccine which it will go bad. Getting it where it needs to go would be a whole production. Where the government drops the ball, private enterprise is stepping up. Tonight i want to take you to the terrific companies that are apart of the vaccine all are intriguing for investors we were talking about giants like United Parcel and fedex and some pharmacies and super markets that i kind of like to suggest that everything be good here lets start with ups we just checked in with their new ceo. A few weeks ago she was already on the case. Listen to this many of the vaccines, Clinical Trials that are being sent across our Network Needs to be chilled we have two freezer firms. One in lieuvilouisvillelouisvil one in the netherlands it could go from negative 20 to 80 celsius this is super important. Ups has the responsibility to ensure the vaccines where it needs to go. I love that. It is a profitable business. When we spoke to her in late october, the Company Reported great. However the market does not seem to know what to do with United Parcel here. The company is making so much money thanks to the pandemic there is a fear that the vaccine will be bad for business though. Is it a textbook stayathome place or is everything changing and or we are forever going to use amazon and thats fantastic for United Parcel once they get to christmas, they could have a big quarter. What matters to ups is the holiday. Theyll see insane levels of demands. Some people are calling it shipagedan i think she deserves the benefit of the doubt put it together, i really like the stock of uups. Thats like the average stock now. How about fedex . This is the same story except they are arguably ahead of ups when it come to cold change logistics. They may give them an edge here. When you hear cold chain networks, think carrier, the ultimate control economy spun off of the old united company, it was such a great interview that i was completely jealous. Now carrier makes freezer trucks and theyre all in on ensuring we have enough of them theyre integral to the change this is where the big money is going to be made it is an origopoly industry. They have not been late investments of late. A lot of people are wondering why they should exist. You know what, this is their time to shine. We got three companies that exist solely to distribute drugs and we need to get the vaccine to hundreds of people. If you want to buy one, i say you buy mckesson thats the only drug distributor is selected to deliver operation in warp speed. I would buy this one right here tomorrow morning, mckesson they were instrumental in getting the swine flu vaccine out a decade ago really unbelievable. And better management for your forecast thanks in part for future covid19 vaccines. Theyre ready for the year mckesson sells for ten times for next year estimates. Thats ridiculous. I know it is someone of a cutthroat business, these guys deserve much higher. We have to administer the vaccine some where here we gochlt t the ones that you all know cvs and walgreens. On top of that last week the department of Health Humans and services sent new department of services tharand that includes kroger and walmart reports this week be careful and costco which just gave you a 10 dividend. Tonight stocks just how much could this business be worth Morgan Taylor took a stab answering this question for cvs give the stock trade ten times earnings, that translates to as much as 4 bucks per share for the stock price and this stock has been kind of it is up 10 straight points. I dont know if i can recommend it here. It has been a straight line. You have a lot of people coming in for the vaccine, many of them buying other things. You dont buy everything from amazon everyone with pharmacy exposure gets a boost cvs should benefit over the most honeywell and corning both working on new types of viles. I like that. And Even Delta Airlines is involved the robin hood people they love delta. Thats probably the one thats up the most because of the robinhood people now that the Vaccine Developers are distributing this thing is priority number one. I like fedex, ups and i love mckesson and carrier and cvs and dont forget the costcos special dividend theyre the ones solving the crisis you know what, one problem at a time, how about we go to ryan in nevada ryan booyah, jim booyah, ryan. Hey jim, i got a question about a possible vaccine play that i want your opinion on it with pfizer and moderna, there is cold storage of transportation, americold realty, Logistic Company that i could fine could it spark demand to more cold storage shipments i think you have to go simple the guys thats part of the chain is fedex and ups we dont want to out think this. We want to know the one that is are in for the chain i need to go to tyler in california booyah, jimmy whats up with covid cases rising in the u. S. And eu and vaccines are getting ready for production, is Thermo Fisher a buy right now . A lot of people feel whats going to happen is there wont be a need for pcr test they are far more than a pcr company. Thats just silly. They are the great medical Device Company of our time we have to realize it. Let that one come in and do zomb some buying. Stop it with the vaccines already and start thinking of distributions. These are the place. This is what you have to focus on even though i am not big fan of the company, i recognize when the stock is right there is much more for mad money. Video games of one of the great grosser of our area. I am going to talk to the ceo. Why the market may be itching for a new president ial administration and tonights edition of the lightning round. Stay with cramer hey, dad hey, son no dad, its a video call. You got to move the phone in front of you like. Like its a mirror, dad. You know . Alright, okay. Hows that . Is that how you hold a mirror . [ding] power e trade gives you an awardwinning mobile app with powerful, easytouse tools and interactive charts to give you an edge, 24 7 support when you need it the most plus 0 commissions for online u. S. Listed stocks. Dont get mad. Get e trade and start trading today. Two weeks ago before the election, i told you regardless of who wins and a new company ca called course gaming stock is now trading at 30,000 they recorded a blow out quarter. Lets take a closer look with mr. Paul, the ceo of corsair thank you jim you made a convincing case that there was nothing pulled forward and this is a case of evolution of gamers and they need your stuff as they evolve, sticking by that thats right. We are in the early stage now with more and more young people picking up video gaming. It is really the thing that people do now. And still a very small number of gamers have stepped up to buy proper gaming gifts. You did talk about the possibility, people could be spending the numbers, theyll spend 1,000 to 1,800 on game gifts in the future, thats a ton of money most of the time is gaming pcs itself about 50 of that is people billing those gaming pcs at home from components that we make people are building their own pcs spending 1,000 or 2,000 you know we have logitech all the ime. There is a company thats been behind, nvidia now we think a lot of the new games are built for nvidia you are the first person that come on with nvidia in your equipment. Thats right. We do make gaming pcs. The only ones that we make, so naturally we include nvidia. We bought a company last year called the origin pc which we talk about being the ferrari of being game pc. You can have it built with the mad money logo on the side of it most people do that spending between 4,000 or 5,000 on these gaming pcs they only use top of the line nvidia card. If you are going to win esports, you have to spendtop of the line, right you know the way to think about this is like any other sports or past time or whether it is skiing or Mountain Biking or tennis or whatever you will like to do, most people find that if they bike better, they can play better. They are super excited of a new technology coming along to connect with the sports better thats what we are fining with gaming gear honestly a lot of our revenues is from streaming. This is a new trend thats happening where people want to share either the video playing with their friends and a lot of people have great personality and building up thousands of friends. As more and more people are buying video and microphone gifts. Is there a way to do both . We are going to do both if we can. It depends on what opportunity come along these categories there are a lot of start up and new technology involved and for new companies is difficult to get either software or hardware products distributed around the world thats Like Companies ourselves offering some of these sta startups. We are approached all the time by companies that want to scale quickly. Once we find greater opportunity, well do that well simply pay the debt down excellent i think you own the highend and highend is always a fabulous place to be andy paul, great to meet you, sir. Thank you for coming on mad money. Think about this like you would ferrari. It is the pick of the litter there is always room for the highest end. Mad money is back after the break. Need better sleep . Try natures bounty sleep 3 a unique tri layer supplement, that calms you helps you fall a sleep faster and stay a sleep longer. Great sleep comes naturally with sleep 3 only from natures bounty and stay a sleep longer. Keeping your oysters growing while keeping your business growing has you swamped. you need to hire i need indeed indeed you do. The moment you sponsor a job on indeed you get a shortlist of quality candidates from a resume data base so you can start hiring right away. Claim your seventyfivedollar credit when you post your first job at indeed. Com promo to high quality Computer Science and stem education. I joined amazon because i wanted to change education and i am impatient. Amazon gives me the resources to change the world at a pace that i want to change it. We provide students stem scholarships and teachers with support. Im a fighter and im fighting for all students. This is the new iphone 12 pro with 5g and its on at t, the fastest nationwide 5g network. Now, new and existing customers can get our best deal. Really . mom at t has the deal for new and existing customers i will. So whatd she say . Wrong person. Its a guy named carl. But hes very excited and on his way. Wordofmouth advertising. Its what they did before commercials. Its not complicated. Everyone gets our best deal, like the amazing iphone 12 mini on us. It is time for the lightning round. A are you ready . Lets go to ron in new york. Booyah jim. How are you doing bud i am an all time listener and first time caller. I like that i absolutely love your show. Not only it is informative but entertaining as well well, thank you very much so here is my stock my 23yearsold daughter works ass at viacom. It has a nice run today, good earnings last week is it finally moving in and breaking out should we buy more or sell or hold on . I would hold onto it. Sometimes when you get diskrcou and juri couraged could say let me do well at my job chuck in new york i need your advise on icon enterpri enterprise i felt that perhaps icahn, i should stay away because i dont know enough inside of icahn. Kevin in texas. I dont know it i do not know that company nobody does it better than the master jimmy thank you, kindly my stock has reported recently positive earnings. It is made in usa place. It has plenty of back orders and i taken a small position recently before the 10 drop and i was wondering of their future prospect short and long. My stock is whirlpool hes the beginning and he really gets it this stock goes much higher. Whirlpool is a Great Company for a lot of the products. I think you should buy the stocks lets go to dana in washington dana hey, jim. With so many intriguing unicorns to bring to market what do you think for ph is there any reason for shareholders expecting a merger before january 21st . I am sure a lot of people who are comfortable with owning something where you dont know what you are going to get because you like the person. It is harder for me to recommend it because i find out i dont like what they bought. I got to hold off. Ladies and gentlemen, thats the conclusion of the lightning round. The lightning round is sponsored by t. D. Ameritrade when biden sworn in, the new administration will have its hands full with covid cases and more businesses being clobbered. It keeps climbing. It is not that we are keep on getting news on the vaccine front. Many of the publicly traded ceos are thrilled to see a new president with what will be a divided congress they were never fully on the trumps train by the way all aboard sure they love the tax cuts but they hated the trade war with china i thought the trade war with china was a good idea. They spend decades targeting u. S. Factory our government did nothing we had to crack down and a year ago looks like we were winning the economy is coming and the pandemic hits and it all fell apart. Our country has been able to get under control. China got back to normal months ago. The whole region embracing masks and Contact Tracing and social distancing the government and the people knew how to take the pan demic seriously. Wall street is full of free traders who could not stand them i exec him to phase out the tariffs. If response well get goodwill gesture. You would get the max approval and the chinese orders a lot of people were worried apple was in danger of losing their China Business thats not a concern most importantly American Companies doing big business over there should get a giant boost. Think starbucks and 3m and honeywell. The chinese earnings are worth more to wall street. Second positive for the stock market, out sourcing right now u. S. Companies are not eager to ship jobs overseas. However, i think biden lacks trumps deal when it comes to naming and shaming politicians are not supposed to make things personal like that boy, it sure works for trump i liked it then again i am not a ceo point of course businesses do this kind of thing because it is profitable it gives you higher stock prices a less emotional and predictable administration will make it easier how to regain business for the rest of the world. Thats good news for stocks. This may surprise you. I cant tell you how many ceos were outraged by president s trump attitude towards the environment. Automakers and utility record were happy they care more about that than the president s feud so they liked the bidens plan for fuel we have a supply line and they need someone to make them stop over producing it is straightforward. Supply and demand, thats why the oil stock is going up. There you go they are really working. Chevron and pioneer natural resources. Everything else, no thank you. I expect vehicle places to get huge boost under biden you will see these stocks higher young investors love them. Why not . Wind and solar will over take gas in 2023 and coal in 2024 wall street is happy to have a president whos friendly to free trade and environment. Thats what matters to so many of them. I like to say there is always a bull market some where and i promise to find it just for you right here on mad money. I am jim cramer, see you tomorrow im Shepard Smith on cnbc. And this is the news. Now we have two vaccines that are really quite effective. Hope when we need it most a second vaccine trial shows signs of Great Success what makes it a gamechanger and a seize nzal cure can help us get back to normal. Liftoff a new era for nasa. Spacex launches four astronauts now in just hours the mission to dock with the international stays station. Make no mistake when youre