Around. And thats been the theme of this entire earnings season when it comes to the industrials, the banks, and oil stocks, a huge part of the market. That explains a lot of the moves weve been seeing today. Where is this counterintuitive pattern most evident . The Big International companies. The ones that make the heavy equipment and capital goods. Lets talk about a storied industrial, Emerson Electric. It reported one of the most sad sack numbers i can ever recall from what is a Great American powerhouse. Sales down 9 . Earnings share off 15 . Took my breath away. That wasnt enough. The ceo, a bankable fellow, took away any hope for the future of emerson stock when he said, we expect difficult markets to continue through at least the i mean, are you kidding me . Thats awful. Devastating. But apparently not so awful to attract sellers or buyers either. Because Emerson Electric rallied a buck 29 today. You might think thats insane. You have to understand the big institutional Money Managers were scared. The Company Actually increased its dividend, albeit by a meager half cent. The stock of emerson is now derisked for these big Portfolio Managers. You know everyone who owns it has no expectation that things will get better. The bar has been lowered so that if something actually good happens to emerson, the stock will fly even higher. Thats the thesis. Last week i was bummed about the quarter. There were many lines of disappointment for the conglomerate. The only results that didnt depress me came from aerospace. I was told eton was supporting a yield. Unlike back then, though, im not the least bit concerned that eton might cut its cash flow or dividend. The stock rallied rather than settling off. Its been onward and upward ever since. How about caterpillar let me cat had already preannounced horrendous earnings. The actual number, much worse. Guidance, more negative. But did the stock at that point trading at 70 plummet to 53 . No. Caterpillar went higher. Now up five bucks from that sorry quarter. That was one awful three months. Almost every end market, particularly mining, oil, gas, and of course the whole country of china, were terrible. Cats stock has experienced an astounding move higher. It had that 4 plus yield. Okay. Heres another one. Dupont. Oh, man. The Company Recorded a number that was so bad i didnt even deem it worth talking about on the show. Thats what i thought. The degradation versus what i was expecting a year ago was astounding. I had no idea a company could go from zero to minus 60 in a couple of quarters. Yet duponts stock has traveled from 57 to 64 since it reported. The company also recognizes results were repugnant and the was on the table, everything. Thats a statement that tells you to get long. Thats what people are doing. Take the banks. At the beginning of the Earnings Period who banks were lambasted, Goldman Sachs and j. P. Morgan. I was on the set of squawk box during the period Goldman Sachs reported. I pointed out on air that the stock, which had dropped to 175 in premarket trading, off about five bucks before the day befores close, was so low, so low, that it was now trading at book value, which was absurd. It meant that it could liquidate everything. It was astoundingly cheap no matter what the circumstance. The stock is up 11 bucks since that quarter. I remember going back and forth about j. P. Morgan. Only one line, the trading line, could have been termed a disappointment. Doesnt matter. Everybody said, woe is me. Collision course with the late september lows. No. Incredibly, it turned out to be an amazing buying opportunity for the stock of j. P. Morgan. The stock of the bank pirouetted and jumped 10 . I think this was the quarter, the earnings season when investors finally decided that even without the fed raising rates, these banks are just too cheap. The groups are going to skyrocket. Perhaps the most amazing moves, the oil. Not only had this group been written off, but it was also heavily shorted, people betting against it. The chatter was all about credit crunch, dividend cuts, 30 oil. While its true that a handful of smaller Oil Companies are struggling, theyre so small we cant really talk about them on the show, we booted it. Why . Because we were afraid of a looming dividend stock. Marathons stock has subsequently rallied. When the worst you could expect actually happens and a stock goes higher on that worse than you can expect news, you can only imagine how high its exerts are going to go when they do things right. Sure enough, exxon and chevron have broken out to levels unconceived of. What did they do . They delivered better than expected earnings. Although its worth noting the estimates have been brought down mightily ahead of the reports. A week ago we suggested the unthinkable, that you should buy schlumberger at 76. It seemed preprosperous. Schlumberger is up 5. In the old days, people got excited about the new fracking techniques. That was long ago and far way. Today pioneer reported. Didnt lose as much as people expected. Ninebuck rally. How could all these rallies be occurring . Sure, some of it is underwaiting switching to weighting. Theres also a sense that chinese consumers are on the mend, europe may be turning, notably housing and auto figures we got today. In other words, the big worries are beginning to dissipate. The fed is not rushing to raise rates. These down and outers are seen as attractive. How long can this move last . I think it can continue into fridays employment number. If we get a strong number, the fed will most likely move in december which could cause the other groups to stall. A weak number, maybe were back to safety first and you can expect some profits will be taken in these newfound ugly ducklings turned swans. Barry in california. Caller jim. I got a good deal in trp stock. I just wanted to know what your hit on it was, to sell it or hold on Going Forward. You know, generally, your hit on oil Going Forward is possibly becoming less necessary, or important. I think transcanada has a lot of different pipes. The keystone pipe was one that frankly i have to tell you, thats heavy oil coming to the united states. The cost is very high. Theyre making very little, actually losing money on it, the producers. I can see why transcanada backed away from it. There are higher yielding Pipe Companies that push through a lot of natural gas. Those are the ones im emphasizing. Don in pennsylvania. Caller booyah, jim. Im a 19yearold trader. The stock closed today at 84. I got in at 64. When is a good time to get out . This is very different from investing. Youve got a nice gain. You have to take half off the table and i would let the rest run. I do like baba. Whether its Portfolio Managers moving back into industrials and banks or the oils or the feeling were seeing a stronger consumer in europe and china, i think the rallies were seeing can continue into fridays jobs report. Then all bets are off as we focus on the feds potential reaction if we create a lot of jobs. On mad money tonight, 81 million a month look at a home on zillow. Ill talk to the ceo. With the Holiday Season just around the corner, could the drop in stock signal time to buy . And disney ignited concerns across the Media Industry when it reported in august. The companys latest round of earnings is just around the corner. Ill find out what to expect why dont 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. 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Real Estate Investment trusts have been tossed back and forth like a football, going back up and the rate hikes fail to materialize. High yield stocks often trade like bond equivalents. Take epr properties, and thats the symbol epr. A diversified real Estate Investment trust that owns entertainment, educationrelated properties, think movie theaters, golf complexes, charter schools. Heres a stock thats basically flat for the year. The stock barely budged. This could be a mistake. Lets take a closer look with ceo of epr properties. Mr. Silvers, welcome to mad money. Maybe you can help me with the conundrum. I dont think i do have to ever had anyone default on you. No. Im thinking therefore the yield, thats how i judge how safe the yield is in the growth. It seems like people just say, okay, epr, thats a bond market equivalent, and dont think about the fact that youre really apart from the others. I think so. We have a very unique model. You saw our guidance, we upped Earnings Guidance for 2016 by 7. 5 , spending guidance by nearly 20 . We have a very repeatable model that allows us to access our product, grow the company, even in a rising Interest Rate environment, and deliver a safe, stable, reliable dividend that we pay monthly. Know. Top golf. Yes. This is a business, a lot of people feel that golf is kind of not really growing or anything, but your end of it is. Exactly. This is actual kind of the juxtaposition of traditional links golf. What are the three major problems that people deal with . The time commitment, four to five hours. The cost. And regrettably, the skill level. And so this is a concept where it combines technology and golf in a driving range with a microchip in it with an overlay of food and bench, high social interaction, high content driven. Its a great time, approachable by people of all ages. Its 47 women are the attendees. So theyve got a very big corporate and group event business. And its been incredibly successful everywhere weve introduced it with them. Since the time we talked to your company last, there was kind of an openended optionality about a casino you get the upside. I dont see the downside. Right. For us, weve structured that deal as a ground lease. Were not necessarily bone participate in the cost of building the casino. But well have a percentage rent or a participating interest in the performance of it. So without introducing new capital requirements, we are activating what was a dormant set for us. As we talked about on our call, we see this as a 15 to 20cent positive as we go forward. Charter schools, this is still a big movement in our country, republican, democrat, doesnt matter. Absolutely. Megaplex theaters, do i have to worry about blockbuster versus nonblock buster . It looks like well set a record, over 11 billion. Were seeing new luxury seating and the introduction of expanded food and beverage. Our underlying businesses have never been stronger. Why do you think there are not more companies that have this pastiche . When i explain to people, and i have a lot of people who bought the stock, they either get it or they just think thats too bizarre, because they dont know of five others that are like epr. I think in the real world most people focus on a single property type. Youre an office, youre a multifamily, youre a retail. This gives us the countercyclical with consumer discretionary. It gives us a nice balance and delivers the kind of results that we think weve enjoyed. People will say to me that amazon is going down, which is not true. People will say, jim, youre wrong, senior assisted living isnt good. Sometimes you want the mosaic because then you dont feel like youre being weighed down. People should presume with all the good news that there could be increased distributions in 2016 . Absolutely. If you thinking about what weve done, our dividend has averaged a 7 increase the last five years every year. We would anticipate we would grow our dividend with our earnings increase. Fantastic. Great to meet you. I talked to your predecessor before. This is a great win for us. Epr properties, a transparent company, great debt. You can find everything that i have. Stick with cramer. Thank you. You need to eat this special. I love it kelloggs special k. Made with whole grains and fiber. To help a body thrive. I love it folic acid and vitamin d. To make a body feel this good. Start your day with 150 nourishing calories. In a bowl of special k. I love it eat special, feel special. With special k. Looking for 24 7 digestive support . Try align for a nonstop, sweettreatgoodness holdontoyourtiara, kindofday. Live 24 7 with 24 7 digestive support. Try align, the undisputed 1 ge recommended probiotic. Were all familiar with this, axe daily fragrances. But what you wouldnt have seen is this, axe dry spray antiperspirant. Why are you touching your armpit . I was just checking to see if its dry. Dont, thats weird. The first ever dry spray antiperspirant from axe. Huh, fifteen minutes could save you fifteen percent or more on car insurance. Yeah, Everybody Knows that. Well, did you know that playing cards with kenny rogers gets old pretty fast . You got to know when to holdem. Know when to fold em. Know when to walk away. Know when to run. You never count your money, when youre sitting at the ta. What . You get it . I get the gist, yeah. Geico. Fifteen minutes could save you fifteen percent call me a believer in fitbit. But a believer at a price. Last nights Quarterly Report was fantastic. Coupled with my interview with the ceo. He defended the stock that was down badly despite these numbers. Fitbit stock did not sell off because of anything that the company said about the business, which is extremely healthy and very fast growing. Its all about the sale of stock. 14 million shares from insiders, 7 million from the company itself. A chunk of stock dumped on the market that will help alleviate the short squeeze tightness that has existed literally since it short sellers will be embedding on this company right out of the chute. They have to be thrilled that so much stock is college into the marketplace. The shorts like it when additional supply weighs on the stock. They loved todays action. What makes me think this company, which still has 88 market share, can continue to crush the numbers . A lot of it is because of what park said this morning. Fitbit isnt a little device. Its a sticky wellness ecosystem. Take a listen. The most important thing is really the software and social layer on top of the hardware which allows people to compete with friends and family to reach their health goals. Thats not so allies knocked off. Its not about the spend. Thats important. It sets fitbit from go pro, which last week said that it hadnt put enough money into r d to continue to evolve its ecosystem. I think r d investment is very important for fitbit. It cant keep up with the rapid changes that fitbit innovates through. This thing is different every single month. Plus park told me that once they get into a corporate w llness setting, like vp, that turned out to be an important early adopter, the company sticks with fitbit. That shows theres a definite first mover advantage to what fitbit is accomplishing at the corporate level. Park makes it clear that the apple watch and the fitbit are like night and day. The apple watch does have some terrific applications. Park admitted it is selling very well. But fitbit is about wellness exclusively. And it comes at a much lower price point. I believe that apples not going to crush fitbit no matter what the bears say. And i own the watch and the fitbit and find them very complementary, as does, by the way, almost everyone in my family. Then what is the fly in the ointment here . I think a lot of home gamers who own fitbit are scared to death this could be another go pro or shake shack, two stocks that got slammed as new shares hit the market, even though the numbers were strong. Park was asked why people are selling shares, why the company was selling shares. Park was unabashed that the company was representing what it called change of ownership. I just think many people might not get theres subtle distinction between those who need an event to ring the cash registerser and traditional institutional owners. Even if you believe that fitbit is a fad, i dont think its come anywhere near peaking, especially when it comes to oversea. I bet it will make a compelling Holiday Season buy as a stock, just like its products will be standout gifts that many of us will give. Im riding it at least for trade and perhaps for investment. I think fitbit is the real deal, at least for now. Chad in massachusetts, please. Caller hey, jim, booyah. Listen, thanks for all your tips in get rich quick carefu