No chit chat. I stay focused. Since this is when the fundamentals really come to the fore and direct the overall direction of the market like today where the dow gained 29 points. Nasdaq advanced 0. 02 . Unfortunately its not all earnings weve got to deal with next week. Whats your game plan . Let me show you mine. Ive been saying that the fed is prepping us right now for a december rate hike, a big reason why this market cant get out of its own way and feels so sloppy. More on that later. Now, fed vice chairman Stanley Fisher will speak monday, and hes been a major rate hike proponent. I bet his new speech will cause this market to get hit. Hes hurt stocks virtually ever time hes opened his mouth in 2016. But fishers words will help some stocks, notably the banks, and bank of america reports on morning. The stock has been advancing of late, was up nicely today. Even though its still dirt cheap, i have to wonder if bank of america has gotten ahead of itself thanks to the excellent earnings today from jpmorgan and citigroup. Some terrific pin action in all the banks today. If bank america gets hit, it might be the perfect way to play that rate hike that does come in december. After the close, we hear from netflix, and unlike the last few times that this company has reported, the expectations have at last been ratcheted down to where i think they can be beaten. Longer term im a believer in netflix but i accept hiccups along the way. Ibm reports too. We need to see some Revenue Growth there, not just earnings growth. Thats what would break 9 stock out of its slump. No catalyst without bottom line increase. Earlier today dominos was upgraded from sell to buy. Weve been behind this stock for 140 points. When patty doyle came in as ceo. This particular analyst has been fighting the stock with a sell rating. I say ill advised. When we get results from dominos on tuesday, i think it will deliver, as it so often has. But the fact that the stock has moved up well in advance makes any concerned that might not rally too much on a good number. And this johnny come lately analyst to the story, he could end up being disappointed. Goldman sachs reports tuesday morning. Its been trading up again, part of the pin action of citigroup and jpmorgan. They did well trading. Corporate finance, they did well. Those are golden sweet spots. Ive been saying this group and frankly the whole group are cheap. Ive been too bullish in the group. I think that gold mans value is both compelling and worth waiting for when the fed finally does raise rates. You know i adore johnson johnson, talk about it all the time. Its a conservative, well run institution. Its been a fabulous win every time you bought the stock at a discount to its all time high. I like that j and jarks is down over 8 bucks from hitsz high, especially since its become the most consistent of the drug companies. I suggest you buy some j and j, maybe into the Stanley Fisher selloff. Intel has been a remarkable performer of late even the stock has been great. The company itself is doing okay. That is in no small part because the ceo is working hard to ensure that you get some value out of this company, and its levered to more than just the personal computer. Stock is up nearly 9 this year. Im looking forward to it. I got my eye on a bunch of companies wednesday like abbott labs and Morgan Stanley before the opening. Abbotts closing in on the med acquisition, and i think its solid fiesing its position in the medical device space. I think the ceo should have a lot of good things about abbott labs. Next up, Morgan Stanley has gone out of favor among the financials of late even though its so well run. Ceo james organigorman is doingd job. Morgan stanley might be a steal here, but thats only if that other scenario plays out. After the close, weve got American Express and lam research and both have become very controversial of late. One of the things i like best about citigroups quarter today, a terrific one by the way, it really had the stock running until late day turn, was the growth of the costco credit card franchise that it got from American Express. I think it was a huge mistake for amx to let that business go away to citi, and i also believe the Company Needs to get with the times, start spending more money on tech, keep up with all the great payments and Credit Companies coming out of silicon valley. However, i dont think thats in the cards. I know it seems cheap, not. Lam research was trying to merge to create a semiconductor powerhouse recently but the deal was bought by the government. What does an independent lam look like, and what will the impact be of samsungs woes on lams book of business given that samsung is the largest buyer of Semiconductor Equipment . The airlines came alive this week when delta announced it would not allow a. American jumped on that news but i wonder if it will pledge not to expand its fleet too when we hear from it on thursday. If so, that stock is going to continue to rally. I love southwest. The most consistent industrial we follow is a company we dont talk enough about which is illinois tours. They report before the open on thursday. I think its worth buying this one if it falls before that quarter on a fish or selloff. We have reiterated several time its so consistent. Next up, my charitable trust, which you can follow along at action alerts plus. Com owns a substantial position in the drugstore walgreens. Oh, boy, its been a huge disappointment lately. Some of that is because its so in limbo as it tries to buy rite aid, and it looks like the federal trade commission might block the deal. At this point my hope is actually that the company walks away and starts buying back its own stock. It is time for walgreens to fish or cut bait. Steady eddie verizon also reports thursday morning and we want to hear what its plans are for yahoo which i still think it will buy despite this email security breach. And we want to know more about aol. Kno nothing ive heard so far moves the needle. In my view, verizon is an Interest Rate play too. I dont expect it to rally as we get closer to the fed meeting because when you raise rates, the stocks that pay good yields do go down. Nevertheless, it does represent a compelling value with a safe 4. 5 yield. No one ever got hurt on a verizon. After the close, we get results from two giants, microsoft and slumber jay. I expect both to give you some good news. Microsoft could have some expanding margins. I want to hear fn more about the business of the cloud now that they bought linked in. I keep hearing about great things from azure. Thats their cloud platform. I feel like the more we hear, the more well want to buy. Meanwhile, slumber jay, theyve been down beat about the short term price of crude. Could slumber jay turn a bit more bullish . If they do, expect oil to break out. We get earnings from two companies with sagging stocks of late, mcdonalds and General Electric. We know that mcdonalds, its kind of become a what have you done for me lately stock, and the answer is maybe not that much. That said, with a Balance Sheet that is beautiful and tremendous Financial Flexibility and 3. 3 yield, i wouldnt give up on mickey ds. We own General Electric for the charitable trust, and it too has turned into a very tough stock save for that 3 yield. Ge has not one but two challenged businesses of late, aerospace and oil and gas. I hope the company can talk about i believe the latter awaits, and i wouldnt be surprised if g. E. s forecast causes analysts to cut numbers. We like it longer term more than shorter term. Finally theres honeywell. Dave cote told us that 2017 is looking like a good year. I would buy honeywell if it goes down ahead of the quarter just based on what we heard last night. So the bottom line, let the wife complain. Next week is heavy lifting. I got my alarm set for 3 30 a. M. And my work cut out for me. Lets go to jeremy in maryland. Jeremy. Caller booyah, jim kramer. Booyah. Caller how are you doing this friday . Im doing all right. Caller good. I just want to say good luck this weekend. Ill be wearing my burgundy and gold. Im not too far from fedex field. But i wanted to say good luck. In fairness, i want to tell you i will be at the game, but i are respect the house. I will wear a muted green shirt. I already picked it out. Its a tu lane shirt. No one will think im wearing eagles clothing at fedex field because i respect the house as people should when they come to the lake. Im sorry. Whats the stock . Caller my question is with the merger of Johnson Control and tieco now complete under stock symbol jci, where do you see this company and stock going . The future . I like this. We got to surrender the short term. The short term, it is adjusting to the idea that the Federal Reserve is going to raise rates. The longer term this combination is bringing up tremendous value. Ruth in washington, ruth. Caller hi, jim. How are you . Im good, ruth. How about you . Caller good. I want to thank you so much for teaching and helping the small investor. I think youre just brilliant. Wow, thank you. I wish my mom would caller youre welcome. My question is about baby boomers. As i grow older, as age, they need more joint replacements. And i know that there are some Strong Companies like zimmer and others. Yes. Caller in this group. But recently you spoke about conformis, and this company uses a customized fit device that molds to the shape of the joint, which sounds very good to me, but the stock has not done well. No. Ruth, its too speculative. It didnt have that great a quarter. Zimmer biomed is the one weve been focused on. We understand 127 stock can go in and go out, but i do think longer term in zimmer is a safer stock to own, and i think thats what we really should have in mind. I want to go to mark in wisconsin, please. Mark. Caller jim, a while back a stock i owned, roserock midstream, Ticker Symbol rrms, was acquired by sem group, Ticker Symbol semg. I was wondering what your thoughts were on the acquisition and Going Forward is sem. Group a buy or hold. I like the pipeline stocks. Stays around 50, and natural gas around 3 bucks. We need more rbn, which is my goto organization for info. Talking about how we need pipeline to go to mexico. Mexico is importing our natural gas. I think youre fine in that stock. Lets go to joe in new jersey, joe. Caller how are you doing, dr. Cramer . I am doing fine. How about you . Caller good. I want to first thank you for all the continued good insight and leadership you provide to the individual. Thank you. Caller its worth its weight in gold. More importantly, i wanted to talk to you about your outlook on t rowe price equity over the next six to nine months. As you probably know, its off a little bit from earlier in the year, but its a good time to take a second look at it and say i think people are getting very concerned that actual stock picking funds and companies that are in the business of anything other than just pure index funds arent doing that well. I think t. Rowe is a fabulous longterm holding. I do believe that equities will one day come back into a mode where people think its a Growth Business again. But right now, that stock could be only described as the house of pain. And im going to suggest that you stay away. All right. No sleep till well, it will be a while. We got a huge earnings week coming up, and i got the alarm set for 3 30. Yeah, go ahead and tweet me. Ill be there. Get ready. Big week. On mad money tonight, its the software that helps bring films such as captain phillips, american hustle, gravity to the big screen. Could it also help bring profits to your portfolio . Im talking to the ceo of small cap avid technology. Then it seems like no rally can get you back to even these days, doesnt it . But could the Growth Stocks offer a respite . Not quite. Ill explain just ahead. Plus the market seems to have lost its appetite for the but this former ceo of zoes kitchen think theres still heat . I suggest you stick with cramer. Announcer 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. Whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley [phone buzzing] some things are simply impossible to ignore. The strikingly designed lexus nx turbo and hybrid. The suv that dares to go beyond utility. This is the pursuit of perfection. Prop 64 makes marijuana legal in california for adults 21 and over. And heres what else it does bans marijuana use in public. Permits sales only at licensed marijuana businesses, not at grocery or convenience stores. And prop 64 generates a billion in new tax revenue for california to fund afterschool programs and job training and placement initiatives. Learn more at yeson64. Org vote yes on 64. Sometimes a stock will get absolutely hammered on virtually no news whatsoever, particularly when were talking about smaller capitalization companies. Just look at avid technologies, which makes much of the hardware and software used to power the media and entertainment industries. A number of tools are used in sports and news production, things like embedding graphics, integrating social media, and even control over the video walls like you see in the main cnbc newsroom. Were a big user of Avid Software at cnbc. This stock has been on a real roller coaster ride. In 2015, shares were cut nearly in half. But in 2016, things turned around, and after the Company Reported a very Strong Quarter at the beginning of august, stocks surged to 9 and change to the point where it up roughly 35 for the year. Since then, though, avid stock has swooned again. Its actually given up all its gains for the year even though nothing much has changed except they realized a Major Contract in the third quarter. So lets take a closer look with Louis Hernandez jr. Hes the chairman and ceo of avid technology. Mr. Hernandez, welcome to mad money. Good to see you, sir. Have a seat. Thanks. All right. We dont usually talk about real small cap stocks, but it seems like that avid is doing a lot of things right, and this is the first time youve been on. I just want you to explain to people that weve all seen avids work. We just didnt know it was avid. Thats right. Avid is behind some of the Largest Media Companies and major motion films. You know, every grammyaward winning artist on the music side, sports, gaming. Its really a huge, influential plafr in over 140 countries all around the world. To be an avid editor or actual handheld kacamera man, wt does that take . Its interesting because on the creative side, how avid began with the editor, like your cameraman, who will earn an average of 44 higher than any other editor over their lifetime, so hell be buying dinner next time. The heritage side both on the editor and the mixer is what our heritage products. The issue with these people, though, and that side of the work flow, is most of the Business Dynamics of the business of media have moved away from the editor and mixer and has to include the entire work flow in order to make money in media. So what avid has had to do was build on its heritage products so that it can participate in the rest of the work flow, and thats what avid is becoming now. I see the company look, the spike in the stock in 1990 jds and another spike in 2000, but that was when it was a hardware company. I see you more software and service than ever before. Thats right. You probably know im a software person. My last couple countries, starting in the street. Com, i was there too. We were converting media files to the internet and other content to the internet back then with a different company. But, yeah, the issue today is everything about the Media Industry is changing. The digitization, the connection between your story and your consumer can now be entirely digital, and its disrupting everything economically and the work flow and the technologies they use. So what avid is doing is finding a way to participate in the rest. These transformations are never that easy. Thats why both the volatility of the stock and also our own performance as we step through this transition, as youve seen the last couple of quarters, we really seem to be surging in a couple of key areas, namely cloud subscriptions, large enterprise wide deployments, access to the tier 3 market. These are the areas were trying to build on. The company had been delisted at one point. Thats now all behind you, right, the issues that were involved in that . Thats right. Shortly after i came on, you know, we went through a full assessment, created this Transformation Strategy that we said would be over in the Second Quarter of 17. Of course, one of the gifts i got shortly after being there was discovering that we had a restate nine years of financials. It had nothing to do with you and i really wanted people to know that. Exactly. Be that as it may, what it did allow us to do is accelerate some of the investments we were making during the time period where we had to go back and restate, so about 18 months or so we got delisted. We had to get relisted. As we came back as a public company, we were kind of halfway into this major transformation. Hard in a public setting for investors to follow all the moving parts. Those moving parts are starting to diminish. Weve said the end of this transformation is 17, mid year. Youre starting to see with every quarter, real progress. Youve seen platform sales up last reported quarter 47 . Youve seen four times growth on our cloudbased subscriptions, and more to