It closed at 17,959 points. The s p advancing 7. 7 . Did i just say 17,949 points on the dow . Holy cow. When i got into this racket, the dow was at 800. And to think i was told wed never get to 1,000 in my lifetime back then. Were just a stones throw from 18,000. How wrong were people . How wrong are people still . Typically, when you get terrific news for the u. S. Economy, like we got this morning, when we learned that our country created 321,000 jobs just last month. 321,000 jobs . That is much more than anyone expected. You usually get a momentary burstup in the wages. We did get the burst higher, but it wasnt followed by the typical wave of buyers remorse. Instead, we just got another rotation. This time out of the high yielders and defensive stocks that lag when the fed eventually starts tightening, and into the banks and companies that once again benefit from Lower Oil Prices, because oil just cant catch a bid. Its an amazing testament to this next man up market, that we could seamlessly transition out of the stocks that had led us, the drugs, the soaps, the foods, the headquarters, and go right into wells fargo, jp morgan, visa like nothing happened. This is a market that doesnt mind saying so long for now, while sun trust and bank and america get the billion. Yes, you heard me right. Bank of america. They were buyers. And dont worry, there are some stars that just wont step off the field, like the airlines or the defense plays. And today was no different. 7. 85 on a big buyback. Plus, as i told you the other day, you always seem to get one biotech dancing higher. Today was gileads turn. Discovering its hepatitis c formulation may be the single most lucrative discovery in the history of medical science. Now, with that employment number behind us, were free of what could be the last big bad event for the year. The last thing on our calendar that could have put a stop to the whole bull move. Sure, we could hear chatter about a government shutdown. Im always listening. I know republicans are spoiling for a fight with the president , that could really put some hurt on business. Also, only a brain dead investor would decide that we dont have to worry about being blind sided by world events, particularly when the russian bear, vladimir putin, wants to export his ways to any country that will take them. I say no, thanks, putin. Otherwise, pretty smooth sailing between here and year end. We need to highlight for what could make for some pretty positive chatter. Let me give you your game plan. It starts with the American Society of hematology, which when i got into business, its ash, its ash. You have to google it these days. On monday, well be watching the webcast of agio, and amgen. These are two whitehot stocks making presentations. I like them both. But i think theres so much prebuying ahead of agioss meeting that i have to tell you, you tweet me at jim cramer this weekend about whether its too late to buy agio and i am going to say yes at this point. Its up 243 on the year. I will say for the first time, why cant you just wait until after the agio presentation . Ive been one of the biggest backers of this stock. Theres a limit of what im willing to pay without waiting for a pullback and i think that limit has at last been reached, agio. We also got a chance monday to listen to the defense. The defense of dover, dov, an amazingly good industrial that was downgraded not once, not twice, but three separate times this week. Whats its crime . It has some exposure to the oil patch. Oh, scary. Weve gone from love to fear and loathing of anything oil in a couple of weeks flat, and i think theres been too much prosecutorial discretion vented against dover. Its gotten so bad, that if the company had said it was going to disband this division, i think the stock would likely jump higher. And you know thats totally irrational. Opportunity, i hear it knocking. Tuesday morning we hear from autozone. Going to the zone. You know the zone. Four times a year, the zone reports a quarter and disappoints analysts. Like clock work. Four times a year, i tell you to go buy the zone. After it gets hit. Because the company is so aggressive about repurchasing its stock on weakness, that if you just hold on through the downturn, youll come out smelling like a rose. And four times a year, you make money doing that exact same trade like clock work. So here we go again. Buy autozone tuesday into the decline after it reports, and ill see you next quarter to talk about how were doing. Considering the stock is up 80 points since the last time i implored you to use the strategy, i like this setup. What happens when the best of the best, the retailer with the most positive everything, everything, everything, top bottom line reports, well, what happens when its already run up a huge amount . I say you stay on the sidelines and actually hope for pullback. Thats something im betting for for costco when it reports wednesday. I dont know how much higher the stock can go. I cant suggest buying it ahead of the quarter. However, if theres any weakness surrounding the stock, but not the company. In other words, if the stock goes down because people say all the good news was in, im going to be in your face telling you to buy so. Has anyone seen the really farcical situation . Im talking about the fact that series sold off its best asset lands end to keep its worst assets. I think lands end, which weve been pushing ever since the spinoff, will once again deliver a good number. This company, its on the way to rebuilding its franchise, which was eroded by sears. It is a keeper. Speaking of rebuilding the franchise, the broadway show that is restoration hardware, rh reports wednesday, too. I think this wild trader is worth owning ahead of the quarter. It fits the tiffany, polaris, Williams Sonoma forecast that people will splurge for. Listen to the conference for. Its as close as wall street will ever give you to a beautiful production. Thursday will be the most exciting day of the week by far. At least in the small little world that i have, other than my fantasy football league. Thats when United Technologies has its investors day. This underperforming conglomerate in the redhot groups of Aerospace Defense and heating, ventilation, and airconditioning, lost its ceo recently and we still have no idea of the circumstances surrounding his departure. Was he pushed out . Did he want to keep the company as is . Did the board of directors have a falling out with his performance . All i can tell you is that i think this is going to be one heck of a meeting, and my Charitable Trust, which has a hefty long position, eagerly awaits to find out what really happened here. A memo to your board. This is a Public Company and there are disclosure rules. Maybe you should abide by them and tell us what happened on thursday. Just one mans opinion. Finally, as ive told you repeatedly, in this game, there are no layups. Theres no such thing as nobrainers, theres always risk. But heres an idea. If you see a break in cardinal health, any time between now and friday, then go buy some of this one. One of the Great Health Care companies of our time, these are remarkable companies, and cardinal will play show and tell with wall street on friday. It will no doubt be a love fest. And i want you to feel the love. And of course feel the money that this companys been making for people for ages, including this years 23 gain. Heres the bottom line for next weeks game plan. Were finished with the last big event. The last big bad event that can derail us. The Labor Department is behind us, and it was a good one. Remember, though, the big investors just want the darn thing to be in the rearview mirror. Were just now safely ensconced so they can go by their favorite stocks into the setting of the glorious 2014 sun. Roger in arizona. Roger . Caller hello, jim. I would like your opinion on the stock mobile eye after the upgrade. I understand people want to go back into mobile eye. I have a big belief that mobileye is done. Its okay, but it was kind of a you know, it was a redhot ipo, went up a lot. Sometimes life is like that, you dont look back. Its a game that occurred. We love the game. We want the next game. James in connecticut. James . Caller hi there, jim. I have a question about disney. I understand that the pne is about 22, which is pretty high. And the stock is about 93 bucks. Is it a good buy for someone as a Christmas Gift . Its a fantastic one. I was talking to bob eiger about that the other day. Hes telling us things are going to get even better. Hes got star wars in front of him. Hes one of the most dedicated ceos. He runs an Amazing Company with things like espn, with franchises like frozen that didnt even exist maybe two years ago. Disney is the gift from parents or grandparents to children. Bar none. The jobs numbers behind us, and it was a good one, which means we can move on and up for the rest of the year. On mad tonight, investors bailed, but did they throw in the towel too soon . Dont miss my take on a stock thats up more than 30 this year. Then ulta beauty can help you look like a million bucks, but is it more than skin deep . Ill see if this wall street stunner can keep blowing out the numbers. Plus, the play on pets that could help you make some serious canine cash. Stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to mad money cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Back in mid october, the whole stock market freaked out when abvi, the Big Pharma Company spun off by abbott labs, told us it was dropping its 54 billion tax inversion fuel takeover bid for shire, which would have been the biggest merger of the year. Because of new rules from the Treasury Department designed to stop these tax inversion deals. The result, shires stock got eviscerated. Abvi got danged. And the fallout added to the broader stock markets general feeling and made a very rough period in the year. Even though dropping the shire acquisition seemed like bad news for abvi at the time, do you know that it turned out that abandoning the shire deal may have surprisingly been the best thing to ever happen to abvi, which has been higher ever since. So what exactly happened here, and why is abvi a stock we owned from my Charitable Trust, been on fire lately . Bv a stock we owd from my Charitable Trust, been on fire lately . Before abbv decided to stop the shire deal, it was totally owned for coming tax inversion. Before the Treasury Departments new rules came out, we were experiencing inversion mania. Anything and everything that was involved in some sort of tax inversion transaction was owned by these eventdriven hedge fund managers. It was a nobrainer for the big boys as they collect bigtime on the close of pretty much any inversion deal. But then the regulators basically knifed those hedge funds in the back, when the Treasury Department released new rules that would make tax inversions much less lucrative. In the case of abbv, this was a company that was viewed as a total onetrick pony and ran slow growth castoff. Abbvs biggest drug counts for 60 of the companys total revenues. Expected to start seeing threats from generic competition by 2017 or 2018 at the latest. In other words, the drug that represents more than half of abbvs sales goes patent in a few years, which is a big reason the company tried to buy shire in the first place. Abbv thought they needed shires pipeline diversification. Since theyre based in dublin, ireland, they get the natural tax break. But then the Treasury Department changed the rules and pretty quickly, abbvs board of directors changed the situation. Before the new rules, buying shire would have been 14 additive, thats right, numbers go higher. 14 to abbvs earnings in 2016, with the company paying a proposed 13 tax rate in ireland. But without the tax inversion and the Treasury Department did everything it could to make an inversion nearly impossible, abbvs tax rate could have helicoptered at 22 . Thats really not much of a boost in the bottom line, given shires huge price tag. In late september, before the new rules were announced, abbv was trading. When they were reconsidering a shire deal, abbvs stock dipped as low as 52. That said, abbv did end up rebounding later that day, only because the merger funds decided they had to start covering their short positions. And to do that, you need to buy back the stock you sold short to close out the trade. Thats a term of art, but thats what happens. However, without the shire deal, abbv was still a company that was seen as being far too dependent on that one drug, humira. How did it rebound from 52 bucks, the day after we learned the deal was in jeopardy, to nearly 70 as of today, less than two months later, when we thought that not getting shire would eliminate the companys chances for longterm growth. Abbv got a boost in part because when the Company Announced the official termination of the deal, management also gave us two unexpected pieces of good news. One, a 17 dividend bump, making it the highest yield in the sector. The big change here is that abbv finally started getting credit for its pipeline once the shire news was in the back pages. Specifically, when the tax inversion craze ended, the stock got swept up in the hepatitis c craze. We know that cramer fave gilead has been roaring ever since its hepatitis c cure went on the market late last year. Gileads finally taking off again. You should own that stock. But abbv is also developing a hep c treatment that showed promising data. The Company Posted some very strong results, but perhaps most important, on the conference call, management said they believe hep c could be a 20 billion market. Or even larger. And they also said they feel very good about their ability to compete and gain market share. In clinical trials, abbvs results have only been slightly larger than gileads. If abbv can get just 20 market share, their hep c compound could bring in as much as 4 billion in peak sales. Two weeks ago, european regulators recommended approving their hep c treatment and its likely to get final eu approval next year. Meanwhile, in the united states, abbv should get a yes or no by the fda by the end of the month. Meanwhile, abbv is expecting phase three results on a treatment for endometriosis, and that could be potentially a 3 billion drug. Theyre working on a compound for multiple sclerosis, a drug for celiac disease. A new Rheumatoid Arthritis franchise that could be worth 4 billion in peak sales. Abbv is also working on an exciting anticancer compound for leukemia. Thats a pretty exciting pipeline. All this obscured by this inversion stuff. While we wait for the catalyst, we know that abbv is an incredibly friendly shareholder company. On top of that, they could do some talking acquisitions. Abbv also has some opportunity for margin improvement. Put it all together, abbv is a heck of a lot more attractive than many of us thought before the shire deal fell through. Its still only trading 16. 4 times next years earnings estimates, despite being one of the few Big Pharma Companies capable of consistently producing double digit Earnings Growth going forward. That was a small club. Thats why we liked allergen. When youre dealing with a high quality company, please do not be discouraged if one plan falls through. When abbv dropped its bid for shire, a lot of people thought it was a goner. But management just found new ways to bring out value, and some like the hep c franchise were there all along if you just had eyes to see them. Abbv has had a terrific run. But with all the good news weve learned about this companys pipeline since that deal broke down, i think it keeps climbing through the end of the year, and perhaps beyond. Theres much more mad money, including your ultimate guy to ulta beauty. The one stop shop for all things hair and makeup is shining on the street. But can it keep blowing . Dont miss my take. Then, people consider pets part of the family. I know i do. Ive got the plan for keeping them healthy. We need to see three things. Im going to name all three. Stick with cramer we all know the pattern bothers us. A stock takes off. It gallops higher and higher, right into the companys Earnings Report. And then stunningly, it gets pummelled. Even if the numbers turn out to be better than many were expecting. I know that pirouette pattern drives most of you crazy because you believe stocks should rally on good news, and somehow its not logical, its not fair to see this kind of negative action in response to a positive report. Typically, though, the market rewards the brave, those who get in early ahead of a monster move and punishes the meek, those who place their bets after we found out that all is well. Consider it the stock market version of the early bird gets the worm. Unless were talking about the worm at the bottom of a real bad bottle that wed never serve at my small plate restaurant. However, sometimes, the quarter is so great, the Company Commentary is so amazing, the guidance so astounding, that this stretch stock is one more burst higher after the fabulous news gets disclosed. We have seen this half just a few times this year. Mostly technology and health care stocks. But with the possible exception of l brands, home depot and costco, we havent seen much of that incredible phenomena lately in the successful retail world. Now, though, as of today, ulta salon has done it, too. I know many of you are in this stock, so i like it. Thats right. Ulta. The former market darling that grew too fast, and flew too close to the sun, and then a little more than a year ago, crashed and burned so badly that it fell from 131 to 80 in just six weeks time. Yes, that ulta is back, and its now flying higher than ever. Except this time, the growth path is both sustainable and realistic. Ulta had been the ultimate cautionary tale. It was a retailer that kate upton that kept putting up store after store after store in record time. In order to demonstrate terrific growth that would please many market managers, who always want to be companies with the most aggressive expansion plans. I often warn yo