Dow gaining 199 points. S p falling 1. 12 and the nasdaq climbing. Stocks had been going down. For five days and the expectation that Interest Rates had to rise, because there would be such a huge burst of hiring. Investors had been selling down their holding, they thought growth was too robust. Instead we got a cinderella Payroll Employment number this morning that gave people a reason to stop selling bonds and to start buy, buy, buy stocks, which had been dropping all week. Its a Pretty Amazing thing to watch. The same stocks that have been hammered going into the jobs report spring back to life. The banks, industrials, housingrelated names, the Consumer Product stocks. Almost as if they were all priced to a huge bond selloff which wouldve driven rates up, and when they didnt happen, we put the labor report under the category i always tell you about. The big bad event category that is now behind us in the rearview mirror. And this and this happened at a moment when stocks were technically oversold. I followed the oscillator for a while. Thought they had a chance to pick up performance. But the stocks didnt get hit in the short positions, they had to be taken off. Thats how clorox goes up a couple of bucks today. We got the number we needed to understand how the market can complete the romp higher. Sure, its entirely possible theres another big land mine between now and year end. I hate theres talk of a budget deal. Weve seen that before. Once people Start Talking about it, some of the outlier politicians hear talk about a deal so they come out of the woodwork to try to scuttle it. And sometimes they really succeed. But that budget rounding is the last thing in the last month of the year that could be considered a big, bad event. So the possibility of a good december after days when people were getting pretty nervous, i mean, you know, look, you heard it. You heard people come on and say the end, the end. I think good news is now on sight with the end of the year. Theres only a couple of errant reports, couple of small pieces of data between now and january. So with that in mind, why dont we go over the game plan for next week, not that much in the earnings category, but theres some pretty big situations that are going to move. On monday, pvh, the reports, and now weve been getting solid clues about how the companys been doing. Jc penney despite the fact it has the sec issue had good november sales up 10 , and pvh ceo has told us on air hes got a Healthy Partnership for penneys izod brand. Macys option activity, last time macys spoke, they said things were good in apparel. Well, pvh has a hammer lock on ties and shirts. We know ghc blew the doors off the quarter one of the best quarters of this year of this reporting season along with conns. Has had enough time under the belt to get the kinks out. So i think pvh will do well. It was disconcerting that the stock got hit today for 65 cents. Yeah, it was down 65 cents, though, to 130. And thats daunting on a big up day. That does concern me as a former trader that somebody knows something but the details, the clues are all there. Tuesdays more retail. And we know retails been incredibly inconsistent lately. More on that later. If youve been executing well, you can make money here. So i would bet that this First Quarter that we get from Burlington Coat factory as a public company, i think it could be a good one. I like that idea. One of the stocks weve been seemingly behind forever is auto zone, azl, because the average car on the highway is 11 years old. They need to keep the cars running. We heard pep boys on monday. Pep boys is bad. Do not immediately extrapolate autozone. Now, theres a trick to the stock you have to know about. People almost always initially dislike the quarter when it comes out. The first is almost always bad and thats been the time to buy autozone. Prep yourself, understand the real story is the incredible shrink share count. They had 563 million shares outstanding, now only 535 million. Committed to the buyback. And theyve come in with guns blazing within a couple of days after reporting. Wait for the quarter, expect the stock to get hammered, do a little work, but remember, this is a teflon equity. Go check the chart, it will bounce back, be ready. Toll brothers. Well, we know them, right . Thats the higher end home builder. And in some ways this might be the most important tell for the week. I like tolls management. They were upfront during the crisis about what higher rates and lower rates mean. Whether things have gotten too hot or too cold. Is there a level where business drops off . Is there a level where things are overheating . I dont think like the home builders, but i think the homerelated stocks might get a kick up higher. Did you see lowes today . That stocks on fire today. Wednesdays costco day. Remember we visited the harlem store, it was good. Now theres a lot of fretting when cisco reported numbers this week. Some say they were disappointing. I say youve got to put every number in context. Costco is doing better than about everyone else in retail. And thats what you need to think about when the Company Reports next week. Last time i got hammered. My Charitable Trust swept a lot of stock. Realizing costcos quarter was terrific versus the rest of the group. Once we saw the rest of the group. The stock went up ten points in a straight line. I think it could happen again. We also got a real elephant in the room situation, mens wearhouse wednesday. Theres a soap opera going on. The man that guaranteed we would like the way we looked if we shopped there, booted from the company. Then joseph a. Bank, attempted to try to take over mens wearhouse, that didnt work, now theyre trying to take over joseph a. Bank, the stocks up an astounding 62 for the date. Its too hard. I do not blame you if you take profits in mens wearhouse ahead of the quarter. Theres too much going on. Thursday we hear from one of the hottest Tech Companies out there, sienna, they used to come on the show. I tried myself, i am the head booker now. This ciena quarter is going to be great, not like cisco. Heck, theyre taking share from cisco, hence why this ones up 50 coming in and cisco up a puny 8 . I bet the stock keeps enjoying higher, and that is buttress by the outstounding quarter we got from finnistar. This stock continues to trade higher and ciena will give it another leg up. The final Earnings Report well get that matters this week is from lululemon athletic. Its just with the product. Who will be the new ceo . Worries about retail, sports apparel. These are all recipes for me wanting to stay away from lulu. And its always packed. A lot of guys outside lululemon. What is that . Hmm. Doesnt matter. We need to see who the new ceo will be there and we need to see that this ceo will run the joint for a while before i get comfortable. Ive got to see a couple of quarters. And thats because the incredibly good Christine Day has announced shes leaving, but we dont know why. Sorry, that worries me. Shes that good. By the way, i would buy the stock of any place she goes, even jc penney if that miracle would ever occur. But otherwise im going to pass lulu, too dicey for this guy. Finally on friday, something we ought to be remembering. And we get a number that might help keep Interest Rates down, although not aggressively anymore, and thats the Producer Price index. We have zero inflation in this country, were going to get a zero on that number. And i think when people see that, maybe theyll remember that stocks do well when theres low inflation. As someone who hates equities when inflation is raging, i like stocks when inflation is tame. Watch this number, dont lose sight of the fact as long as theres no inflation system, theres plenty of room for the fed to stay the course if it wants to. Heres the bottom line, we got a picture perfect labor report today, at least if youre a bull. That allows us to focus on how companies are doing. Not just doing a bull and bear debate about whether the feds going to do this or that. My two favorite trades, not that those are important, but we can focus on stocks now. My two favorite trades are costco and autozone into the weakness i expect. And i want to hear what pvh and Toll Brothers say so we can do some ancillary plays. Those will be crucial to our making money between now and the end of the year. Matt in california, matt . Caller booyah, money maven. Ive got a twopart question. Not just one, two . Caller could at ts purchase of verizons unused wireless spectrum be the catalyst to boost its stock past the current 39 ceiling . And if not, what else could get it closer to the high of 60 back in 2001 . I was very concerned by the jpmorgan i think it was att got downgraded this week, i didnt like the tone of the downgrade. The downgrade was, basically, if you read it was sprint and tmobile are coming on. Its been a long time since weve had serious competition to the att verizon duopoly. Im going to tell you to stay on the sidelines of att, im not coming up with a scenario to buy it unless they do aggressive buying of something themselves and not just spectrum, a whole company. Keith in washington, keith . Caller hi, this is keith from Seattle Seahawks super bowl bound booyah how about those other teams. Caller washington. What are you . Like the 14th man . Caller well, im one of the big 12 men. All right. Good for you, man. I had to make that game lower, couldnt take it. Its too loud. Whats up . Caller what do you think about visa . I think visa is ready i cannot believe its stock. Give me a break. I would sell mastercard and buy visa. Thats how strongly i feel about the situation. And i do like the seahawks, but i want you to take a dive against the niners because im playing against Russell Wilson and marchand lynch. Next we hear from companies that tell us about moneymaking opportunities between now and year end. Remember, costco on weakness, autozone on weakness, the best two trades. Mad money will be right back. Coming up rig repair . When it comes to the logistics for the toughest deep sea oil and gas finds around the globe, customers have turned here for 90 years. But rocky execution has put the stock in treacherous territory. Is it time to scoop up this spec at a deep discount . And later digital dollars, your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. But as more dollars are distributed online, which stock can help you collect . Cramers got the play. Plus, generating returns . Winters here. Friends, family and inclement weather for most of the country. Will consumers demand for snowblowers and generators be the fuel . All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. [ tires screech ] [ male announcer ] 1. 21 gigawatts. Today, thats easy. Ge is revolutionizing power. Supercharging turbines with advanced hardware and innovative software. Using data predictively to help power entire cities. So the turbines of today. Will power us all. Into the future. In a market where many stocks have run up so much, were always on the lookout for laggard and losers. Its time for speculation friday. I got a serious comeback play for you to consider. Im talking about mcdermott, symbol is mdr. Mcdermott is a Construction Firm building offshore oil and gas facilities. The stock has lived up to the old name of murder because if you own mcdermott, you feel like someone has murdered your portfolio. The stock is down 28 for the year in a fantastic year. That is hideous however, i wouldnt be talking about it unless i believed this ugly dog could be up to new tricks. The truth is this is a fabulous moment for anyone involved, where mcdermott gets 95 of the revenues. In 2013, Oil Companies spent a record 644 billion in Capital Expenditures with tons of it going to offshore projects. The brent price is much higher than america. And looks like record offshore spending for years to come given the many recent offshore discoveries including off the coast of africa and the fact the price of oil should remain high. High enough to make ultra deepwater drilling profitable for the foreseeable future. Heres a company about engineering, procuring, constructing and floating production systems, pipelines, subsidy systems, and onshore modules. Mcdermott is the engineering Construction Firm offshore oil and gas projects. Problem here, companys execution has been down horrendous. Thanks to the bidding where they cant make much money as well as a host of cost overruns, the companys on the verge of posting its first annual loss in more than a decade. Why the heck am i recommending mcdermott on speculation friday . Simple, it announced the old ceo Steven Johnson who has been running the company some say running the company into the ground for the last four years will be retiring later this month. Going to be replaced by david dixon. And before that he ran the u. S. Arm of technip a Terrific EnergyConstruction Firms thats one of the principal competitors. Dixon has 23 years of offshore experience. Thats right, in Engineering Construction for oil fields and i think hes the right guy for the job. I think he has the experience to turn the company around. Mcdermotts management is being revamped, but that alone will not make for a turn around, creates the potential for one. What do i think is happening could encourage shareholders . First of all, and this is crucial in any stock story comeback. After all the companys missteps, the expectations for mcdermott have gotten so low that the stock seems to be impervious to bad news. What i regarded as a disappointing quarter. Earnings coming in well below expectations. Companys backlog decreasing an astounding 9 and serious execution issues in the regions. What happened . The stock did nothing. Hmm. Weve reached a point where this kind of weakness is expected. Its baked into the stock. And ive got reason to believe the next quarter could be a whole lot better than the last one. Mcdermotts already told us that theyve been selected for 700 million worth of new contracts that will likely be booked in the fourth quarter. Thats 700 million figure is bigger than the last two quarters combined. And these new projects are in the middle east, the one area where mcdermott has been executing decently. Not only that, the bid for these contracts under the new revamped smarter bidding guidelines, being more disciplined about going after work that pays well and not just chasing the projects that got them in trouble in told days. Plus a rock solid Balance Sheet. 94 million in debt, 300 million in cash. You think that the Balance Sheet would be reversed. Now, mcdermotts trading at 18. 8 times next years earnings estimat estimates, in part because its been fairly difficult to press. But it has a 17 longterm growth rate. And with new management coming in to clean house, i think the 2014 earnings estimates could end up better than expected in the second half of the year. Heres the bottom line. Mdr, mcdermott has been murder on your portfolio. But with new management coming in with a new vision and renewed discipline, i think it could end up being a terrific comeback story. Be careful, buy the stock slowly and into weakness. Remember, december is a cruel month for losers and the tax law selling that i think are turning could be brutal here from now until year end and then it clears up. Mdr is for me. Stay with cramer. Coming up digital dollars. Your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. But as more dollars are distributed online. Cramers got the play. [ male announcer ] heres a question for you where does the United States get most of its energy . Is it africa . The middle east . Canada . Or the u. S. . The answer is. The u. S. Most of Americas Energy comes from right here at home. Take the energy quiz. Energy lives here. Were an interactive show here. On monday i got a call from cody in florida. Wanted to know what is happening with the downward sled ride in xoom, the billion Dollar Company thats basically an online Money Transfer service. I said i wasnt sure. Ive got to take a closer look. Xoom came public back in february. Shot up immediately 21. 50 on the first day of trading, for a while, a pretty darn good year, ran up as high as 35. But in the last six weeks, xoom has been taken to the wood shed. It has fallen 24 . To understand whats going on here, you need some more backgrounden o the industry that xoom plays in. Whats known as the global remittence business. Wire money back home to family members in the developing world. There have been a bunch of changes in the remittence businesses lately. But first, lets cover the competitive landscape. Xoom is a little upstart competing against much more established players. Namely the venerable Western Union. Think of this as david and goliath story. Little david has two goliaths, okay. Thats right, Western Union is a 9 billion titan with agents in 510,000 locations operating in over 200 different companies. Only a 1. 2 billion company, xoom is valued like a growth stock. And even after the pullback in a sky high multiple, money gram trades at a much more humble 14 times earnings. Even the money gram has a smaller operation than xoom. In 197 countries where xoom is in 30 countries. Even though they cant compete in terms of scale, its got a revolutionary business model. Xoom, you dont need to go anywhere, unlike Western Union you have to go to the nearest location. Instead, xoom lets you transfer money over the internet. Either through the website or walmarts w