Finest mountainclimbing attire i can get my hand on because i now believe that we may very well go over the fiscal cliff come january and i want to be ready to climb back out with the right stock after it happens. You cant come from a given day like today, dow 107 points, hey, happy days are here again, right . This is a day where my equipment felt a little felt a little superfluous because we had all sorts of happy talk for a bunch of people in washington about how compromise was within reach. However, i think its been increasingly apparent that we actually may not get a deal in time for the january deadline. Something Warren Buffett pointed out. Who am i to disagree. You dont need to change your philosophy just because we cliffed you. Long term it might not matter. Not all of you share his sanguine multiyear view of stocks. Not one of you shares a bank account close to the size of the man that created billions of dollars of wealth. He can afford to take the long view. If we take the plunge over the two million jobs. Makes everyone pay more in taxes. I dont really want to have this gear. The president said today he thought a deal could be done by christmas. The speaker of the house said hes optimistic a compromise could be reached. I wear this pin every night in in part because i genuinely believe it is not a lost cause. Tonight Business Leaders in washington are urging a deal. People who are not really known as pals of the president. The president also bringing his pressure to bear on small regular people, regular folks. Now we use the word folks all the time and im old enough to remember when it meant my parents. Hes turned to twitter to talk about the evil consequences of cliff jumping. Let me tell you, why all this talk may end up being nothing but big hat and no cattle. Small business people, twitter followers. They dont follow this. Congress does. What were seeing now is something which was supposed to be totally draconian, increases in old tax rates, coupled with automatic cuts in spending may not be unpalatable to change the minds of intransit politician. Are you on this side of the aisle . Thats because right now that the very moment many of those politicians believe rising above politics is political suicide, that compromises the real and dreaded ep my dreaded enemy, a sin even. And this pin . Right here, this rise above, this is the very devil when it comes to their career. You know, what i get this. Come on, im cynical, i get it. If you believe an entitlement should never, ever be cut and should be expanded upon, you might favor sending us over the cliff on principle. If you believe that taxes should never be raised, you might be tempted to send us over the cliff on principle. If you believe your house is going to be jeopardized you know what they say above you . You rise above. They say youre a hypocrite. Lets go one step further. Potential loss of jobs, higher mandated taxes, defense budget, small price to pay for standing on principle, rising above, its a betrayal. For a huge number of these people. If youre a republican, hell bent on never raising taxes, go over the cliff and then give into the president but you can also say you cut taxes. Remember that . Its a winwin to go over the clip. Life can. Then you dont break the grover pledge which is why its time to prepare for the failure of december talks. Maybe we need the hardships main street middle class to become so clear that a compromise that abandons cherished principles may be the only way to avoid a recession, which would give other candidates a chance to rise up and take your seat in congress. Hence why im not back with the 10 solution, a solution like how the dreaded tarp got through congress, socalled bank bailout. After the stock market dropped 10 perz after t. A. R. P. Was first rejected. And congress people, conconstituent went who own stock, people who can afford to contribute to campaigns, we better do some compromising. That could happen again if we dont get a deal by year end. It comes down to the final weeks of the year when its clear we dont have a deal, some will sell their stock economically might save a ton taxes versus the 2013 tax code. Were glued each week to the jobless claims and they come out at 8 30 and right now they arent going up or down and thats because business is frozen. If youre thinking about creating a business, you want to know if you sell it you get a good Capital Gains rate. If youre a ceo, you saw the recession going over the fiscal cliff caused you dont want to be hiring. You might have to be firing in january. If we miss the deadline the market will get pounded every thursday as the claims spike because of mandated layoffs particularly in a military industrial complex. People will lose that right in 2013. And thousands of other companies are slimming down because, hey, we failed to rise above. When that happens, believe me, youll want every bit of this mountain gear. Youll want the ice ax. Man, we got to use this. This will no longer just be a key chain because if were cl m climbing out of the cliff you need to be the first there and with the best stocks. I envision all segments of the market getting pummeled but the ones that come back first are the ones that sold down first. So the best could be the worst. To me that means i want to climb out of the cliff using a stock like home depot. Im going to climb out there to get this, yeah, home depot. Thats one im going to get because sorry about that. Because its up 54 for the year. The most visible winner in the Dow Jones Industrial average. You my have to buy that stock as the first week of january. We run into the thickest, i would considinto sher win willi. And i think the housing boom will not be hurt in reality nearly as much as it might be in theory. At the same time, i suspect well get another whackdown in them highyielders because the 2013 tax code more than doubles it. Here ill climb out with the ice ax from verizon. I want to be there with my ropes, make them so i can secure myself. And get them right back in look. Heres the bottom line. I dont us to go over the fiscal i dont want im a 46 in the adirondacks. You can look it up. Anyway, i dont want us to go over the fiscal cliff but the losses of the cliffs wont impact until after the jobless markets slides and you need to be ready to scamper from the abyss with this kind of outfit and preferably not in these pants because they dont work well. The cliff is going to close soon after that and youll be up there with your home depots and your verizons and your at ts. You should be protected. Why not be profitable on the other side of the valley . Lets go to robbie in michigan. Caller booyah go blue. Man, absolutely. Whats going on . Caller i got a question about Green Mountain coffee roaster. Let me talk Herb Greenberg off the Green Mountain cliff, whats up . Caller the huge 27 whopping rates today im wondering if its time to take my money and run or more to come from the coffee guru. I think tomorrow there will be a little Short Covering and people were shocked because it should have been an adjoining five but i dont know if it should be a 40. Walt in new hampshire. Caller hey, jim had been how you doing . Couldnt be better. Caller booyah from concord, new hampshire. The monitor offer med a job in 1977. I almost took it, whats up . Caller i wanted to know your feeling about whirlpool. It keeps on climbing. Housing is doing well. Should i hang on or ring the register. No, i dont want you to sell. It should not be sold. Its been a lagger for many years. I owned it in the 50s in my law school dorm. Heres patrick in wisconsin. Caller hi, jim, booyah. By yeah. Caller given the recent divergence of price of gold going up and the mining stocks staying level or going down, would it be wise to hang on to my investments in the goldmining stocks in hopes that they catch up with the price of gold . Or should i just sell them off and put the money into gld or Something Like that . I think you should sell them off over time and not all once the. I think theyre going higher and today was a temporary setback because of all the happy talk in washington. Im going to pat in illinois. Pat . Hey, jim. How are you . Not bad, how about you. Caller doing well, thank you. Jim, i have a question for you, gow cory, i voted for 14. 5 years and been accumulating it for those 14 and a half years and its been a dog from the day i bought it. It popped on monday. Ceo said that the tv manufacturers are buying their glass like crazy. Jim should i sell it . No, did not sell now. Think about that, 14 and a half years. It wasnt, wow. You remember i had did run from 1998 to 2000. Your judgment is off by 2 1 2 years but its been a real bow wow. Let it go to 15 and get rid of it. Thank on, thats what we heard from the president or the market. Maybe, but you know what . We have to get the gear ready. We have to be ready with the climbing equipment to be the first people out of the cliff, wow am i ever ready for this baby. Mad mon mad money will be right back. One stock surges over 15 in the past month while the market has been flat. Could it still be positioned to profit . Or did you miss the move . Cramers navigating through the facts to find out next. And later, grocery gauntlet . An allout bout for supermarket supremacy and tonight, cramer thinks one of these stocks belongs in your cart while the others could be spoiled. Get ready to go shopping. Just ahead. All coming up on mad money. Dont miss a second of mad money follow jim cramer on twitter. Have a question . Tweet kranler mad tweets. Sent jim an email at cnbc. Com or give us a call. Miss something . Head to mad money dot cnbc. Com. This is america. We dont let frequent heartburn come between us and what we love. So if youre one of them people who gets heartburn and then treats day after day. Block the acid with prilosec otc and dont get heartburn in the first place [ male announcer ] one pill each morning. 24 hours. Zero heartburn. Can i still ship a gift in time for christmas . Yeah, sure you can. Great. Wheres your gift . Uh. Whew. [ male announcer ] break from the holiday stress. Ship Fedex Express by december 22nd for christmas delivery. Oh, just diagramminghey mike. This accident are you up to . By december 22nd with my state farm pocket agent app. You can also get a quote and pay your premium with this thing. I thought state farm didnt have all those apps . Where did you hear that . The internet. And you believed it . Yeah. They cant put anything on the internet that isnt true. Where did you hear that . [ both ] the internet. Oh look. Here comes my date. I met him on the internet. Hes a french model. Uh, bonjour. [ male announcer ] state farm. More mobile than ever. Get to a better state. [ male announcer ] they are a glowing example of what it means to be the best. And at this special time of year, they shine even brighter. Come to the winter event and get the mercedesbenz youve always wished for, now for an exceptional price. [ santa ] ho, ho, ho, ho [ male announcer ] lease a 2013 glk350 for 399 a month at your local mercedesbenz dealer. Yoo every now and then a stock does something that makes you scratch your head and you wonder, what the heck is going on. Whenever we are see one of these moves eds my job to explain to you why its happening. Consider the incredible transformation of trimmable navigation. Trmb, a Global Positioning company that many thought had been left for dead because these days gold position systems are ubiquitous and offer few ways to differentiate themselves. Yet today. Tremble is less than a point off its high. In fact, the stock is up 18 just in the last 30 days. And a phenomenal 38 in the last 12 months. House of pleasure. How is this making such an incredible lazaruslike return from the dead . A couple of different elements here. Pretty instructive. The most important one is even though people think of us as a Global Positioning play thats no longer the case. Its m they have positioning sensors and then moved into to connect activity which allowed them to move information from field sites to the back office to the field office and from one field site to another and then they moved into the business of modeling building a number of modeling applications and then starts doing analytics and the data they collect and proprietariry software to help businesses make Better Business decision. In short sb tremble is a Global Positioning company that got smart and theyve been become a terrific secular growth story. Even when the economy is not doing so hot and the underlying economy is not doing so hot. It helps their customers become more efficient. Though use this proprietary technology and collect data from satellites, laser, and other met methods and they have applications for Pacific Software designed to tell their customers what they need to do to improve the efficiency of their workers out in the field. Especially at construction sites and infrastructure builds and they work along many dimensions. They can cut labor costs, pesticide costs, or fuel costs. They can help them imcustomer service. At the end of the day it comes down to other Companies Finding new ways to squeeze more money out of their businesses and thats the kind of pitch that never goes out of style. Certainly not one the old tremble could have offered. Ill give you an idea. Tremble has joibt technology with anything from Software Solutions and machine control technologies. This gives the company a tremendous Outsource International sales force. It looks likes tremble has become the real deal. They recently had a conference for the users. Not some gigantic hoopla sales force. Com dream shindig. More than 3500 people showed up from more than 80 countries. The reasons so many people showed up is because they offer such a compelling value proposition. The tangible return was less than a year meaning if you pony up for their data, the services will likely have paid for itself in less than 12 months. Now wonder theyre within striking distance. Thanks to this transformation theyve become a general secular growth stock and the company has been executing fabulously in this current lousy environment and the latest quarter, incredibly strong. Blucerchiati, off the 62 cents faces and better than expected revenues. How many of those have you had . And all this is happening despite the fact trimmable gets half of its revenues from overseas. They have serious european exposure. It doesnt seem to be hurting. The forecast is for the country to grow up 15 to 17 over the next five years. I dont know Many Companies like that. The vast majority of that is coming from organic growth and those are terrific numbers but they are not pie in the sky numbers. This gives them a competitive edge. When you have Something Like that you can take market share left and right or raise prices dramatically, either way, you can krish the estimates. The number of analysts that covered him think the Companys Technology is necessary for their customers survival. Only a couple players you can say that about. Sales force. Com, apple. Market for their measurement and equipment is very underpenetrated especially in europe with 22 penetration and asia with 12 penetration. Sales force. Com had good numbers because theyre findly penetrating and theres a lot of room to expand. And theyre introducing new software modules. They are growing very rapidly. Soon they can do upgrades and they can drive the company a margins much higher but that could take quite a while. Even at their latest run its still fairly inexpensive. Less than the companys 18. 3 longterm growth rate. One more reason why they can go even higher. I wasnt thinking when i was looking at this, i cant believe ibm or oracle hasnt snapped them up. If the stock sits here it will happen. Takeover talks are been driving the last leg of the stock because it so miraculous. Dont be surprised. This isnt a what the heck . In is no longer a has been Global Positioning company. Its a data productivity automation powerhouse and i think the trimmable rally is far from over. After the break ill try to make you more money. Coming up, grocery gauntlet . An allout battle. Tonight, cramer thinks one of these stocks belongs in your cart while the others could be spoiled. Get ready to go shopping. Just ahead. Ally bank. Why they have a raise your rate cd. Tonight our guest, thomas sargent. Nobel laureate in economics, and one of the most cited economists in the world. Professor sargent, can you tell me what cd rates will be in two years . No. If he cant, no one can. Thats why ally has a raise your rate cd. Ally bank. Your money needs an ally. Try running four. Ning a restaurant is hard, fortunately weve got ink. It gives us 5x the rewards on our internet, phone charges and cable, plus at Office Supply stores. Rewards we put right back into our business. This is the only thing weve ever wanted to do and ink helps us do it. Make your mark with ink from chase. N you take a closer look. At the best schools in the world. You see they all have something very interesting in common. They have teachers. With a deeper knowledge of their subjects. As a result, their students achieve at a higher level. Lets develop more stars in education. Lets invest in our teachers. So they can inspire our students. Lets solve this. . Matter what the circumstances, with the sole exception of whole foods which is practically in another category all by itself. Given that its the place where people go to buy expensive food that as the companys natural and organic seal of approval. But the rates of them have been just the definitive house of pain. These companies have raised their margins and facing cutthroat competition. Vote and if Big Box Store like walmart and costco and the drugstores like cvs and walgreens. And the dollar stores. Holy cow. Its a tough, miserable business. However, even in an incredibly difficult sector you get some true differentiation. Some companies will execute better than others. And their stocks outperform the rest of the group. In the supermarket space the one company thats bucked the overall trend has been kroger. While supervalue has cratered down 64 for the year and safeway has been hammered down 19 , kroger has managed to keep its head above the water, up 43 , not particularly good but relative to others but relative to the other supermarkets krogers performance has been downright inc