Thanks to pfizer well have a vaccine by the end of First Quarter that news sent the market soaring. The dow is only surging 830 points that tech heavy nasdaq, the demand of so many stocks that did well under covid19 tyranny lost in an astounding 1. 53 . What a bifurcation it is also the time. We are in the middle of a spike of infections. New cases are exploding over the country, over 100,000 a day and even the weekend we are much treating it in the spring that only matters if we have enough hospital beds a lot of people are having cavalier attitude. Hey, you are fine unless you are old. Well, guess what, a lot of us are old. The sense is understood and respected. When you have more than 100,000 new infections everyday, you are looking at a lot of fatalities we need this the truth is we tried to fight the pandemic state by state. That failed. Europeans are failing too, i know, asia is doing great. If we were serious of Contact Tracing and social distancing and wearing masks, we may be in the same situation of china and singapore and china. Public health ais a big part of issue in the country, we could not do it. People dont want to handle over the data masks . Very hard. Even President Trump wont stop trash talking them the idea is to design one made by warren tyson. So many people refused to wear them as a political statement. Unfortunately we still need masks and we have a long winter ahead of us. I thought about this because of my dad who was in the army and it is veterans week and i think about them it reminds me of the tail end of world war ii when the u. S. Marines had to fight in okinawa, two islands. We never had to invade japan thanks to the manhattan project. I think they gotten ahead of themselves pfizer only have enough vaccine for 25 Million People this year and 600 million next year. Nobody expected meg ter tirrell come in this morning to say this every time the price of crude goes up theyre all recomm d recommending it tomorrow you can keep chevron or pioneer. The others are sold to you i think you can hold them. Theyll see reservations in the future in 2021 bank stocks caught on fire because the Interest Rate made a huge come back rates went up. The economy is about to roar to highgear. I thought they had stain power midday but then they got out of control. We end up selling something from my travel trust. I am sure a bunch of rabbit animals recommending them together if you have not sold any, you are going to do so financial keeps burning like this, you got to sell them you can hold visa and mastercardmastercar mastercard, they benefit international travels. There is no volume i can see the airlines giving you more upside. A vaccine opens up travel. Giving you more place to go. Pfizer means theyll be able to survive. The rails, i dont know how they become unstoppable remember we talked about it . The industrials have been running for weeks like the rails. They tackle on the big move. They are getting long. Time to figure out how high they could go they visit with china . You can hold them if you believe the trump challenges failed. Thats why i love boeing here. If we get the vaccine by yearend, the skies can be the limit for this one boeing suppliers should do well. If china wants to toss an all branch towards a new president , buying boeing planes is the way to do it what are you doing with covid . So do we dump zoom and peloton and forget about clorox and going into Indoor Dining place . These stocks have had huge gains. Dont sell them all because we still need to make it through a brutal winter with no vaccine. We are not going to wake up and say i dont have to clean because we are getting a vaccine. From there, we have to get selected i like the stock apple because it got huge china exposure for better or worse and better relationship with beijing. It is tougher to embrace the hygiene stocks for the moment. I think we represent a real longterm value. However, you have to let the pantry cleaning product stocks come down a little bit pfizer is like the atomic bomb, an unexpected detonation is going to take some time to process. The ones i really spend a lot of time to think about is amazon and the shipping place even if todays 5 , amazon is the other end is an incredible company, i am not sure how much market share theyll lose with things going back to normal fedex is ready, too. I think it is safe to buy all three of these by the end of the week the bottom line, we were ahead higher, thanks to certainty of who won the election the vipfizer represents new chapter for the market that sends some stocks soaring. Some of the reopening place should be sold in strengths. The banks, while the better covid names will be worth buying into the weakness. I need to go to mitch in arizona, mitch jim, how are you, sir i am very good, how about you . Oh, not bad i am a little disturbed. There has been some high flyers like peloton and takeout that recently reported earnings what i can see looks really good is the stock is down today whats going on . Look, i think obviously people think a vaccine means we go back to having a plan of fitness club when you look at these companies, they have big runs. I dont think we want to necessarily join a conclusion that the fact they had such a monster run that it may not make sense. On both names. Jeff in california jeff hey, jim. I am calling from downtown l. A. About three months ago, it came back a little bit when they got the new ceo who was just hired a few days ago, ayx sold about 21 on another Earnings Report when i went online to see it ayx exceeded all expectations. It met most of its goals on minus 3400 with ayx, do i take the loss . No. Alt alteryx has a program. It makes it so people dont know coding well can code better than others who can code well if you are telling me it is going out of style, thats not the way it works in america. I want to go to jamal. How are you doing, jimmy . Jimmy is doing well whats up . I love your show, i watch it every night. Actual question about it has been going up and down i want to know if i should buy more it is t you have to give it good room. It is a company does well with covid. Thats not true. It just does well, splunk. When it sells off almost every time, we have said look, it is a buy so my advise to you and you jamal is that this stock could it could go to 180. This is one of the great stocks of our era and i dont want to give up on it. Looks like we are going to win this war against covid a lot of people did not think it is possible recently able 12 hours ago. Remember it is not necessarily a market it is different stocks and some that do well under covid and some do not do well. On mad money, we focus on which that does not do well. Well talk about the companys work with american heroes and how new vaccine can impact the Great Outdoor trade. With joe biden getting ready to move to the white house. I am talking to the ceo l 3 harris find out what it means with the Defense Sector stay with cramer dont miss a second of mad money. Follow jim cramer, have a question tweet cramer, madtweets give us a call at 1800743cnb 1800743cnbc miss something head to mad money at madmoney. Cnbc. Com, need better sleep . Try natures bounty sleep 3 a unique tri layer supplement, that calms you helps you fall a sleep faster and stay a sleep longer. Great sleep comes naturally with sleep 3 only from natures bounty if youre concerned about the environment and climate change, how do you find companies that are driving the right outcomes . If you care about economic equality and social justice, which firms are addressing it in their workplaces and their communities . For nearly 40 years, calvert has delivered competitive returns by investing in Companies Making a difference because we see value in doing good. Talk to your Financial Advisor about investing responsibly with calvert. Talk to your Financial Advisor about investing responsibly its time you make the rules. So join the 2 Million People who have switched to xfinity mobile. You can choose from the latest phones or bring your own device and choose the amount of data thats right for you to save even more. And youll get 5g at no extra cost. All on the most reliable network. So choose a data option thats right for you. Get 5g included and save up to 400 dollars a year on the network rated 1 in customer satisfaction. Its your wireless. Your rules. Only with xfinity mobile. Adding to this mornings fabulous vaccine news. A roar last week slamming head first into the concrete wall even the rest of the market on fire by the end of the day, the ones that nasdaq was crushing the list in stocks and the dow jones. Look, i think many of the top covid19 winners could have everyone more short term downside did you hear that . The real prospect of the vaccine when it is 90 when we hope it is 50 of the flu. Thats a huge deal it is going to take time to produce and it is going to take time to distribute you cant roll it over night we are stuck with the stayathome economy for the moment that will matter more importantly and once everybody is vaccinated, some of the changes could be permanent than others and well highlight them all week because i know you want to know which ones need to be sold and kept last week we got a pair of blow out quarter from roku. Rokus technology, streaming video from the internet directly to your tv the trade desk is a digital advertising. Roku had a great quarter last week they were 2 profit take roku is still up 10 for november trade is up more than 30 . Not over last year and none of it past six months i think you should buy them into gradually and not aggressively at all why bother with it why look at it Court Cutting is a powerful longterm theme. Thats what we call a secular trend. Cyclical and secular, meaning it does not need the economy to do well covid is not giving these companies a temporary boost. Theyre headed in the right dreb direction. The court cutters are not going to go back once they get vaccinated oh, i just got vaccinated. Let me bring cable tv on this stock is a real wild trader since then this stock has really tripled. We have to cherry pick it was the worst performer in may. The stock is more than double since we took it out when this stock stalls out, it is a good idea to treat it and we are going to muscle memory, lets be sblesinterested in thec here a staggering 73 and it delivers by profits wall street is looking for a 42 cent loss and that would have been just wow. Now, they added 2. 9 million incremental active user. Now 46 Million People. About 700,000 anticipated. The average avenue user is 20 year after year. Fir official guidance and too much uncertainty. I think this is a classic case of under promised and under deliver. We are not going to look fluid of the 90 pfizer vaccine. For those of you who dont know, roku used to be a gadget maker then they got smart and start sharing licensing to the tv maker themselves now they have a whole platform that comes preinstalled. This is a classic one. Roku users who saw their ads spent five times more. Thats hard evidence you should use these guys roku says thats why hay are moving their ad budget to extreme tv thats not going to change because of 90 vaccine fir listen to this 97 of tv advertisers continue to be customers and theyre making more deals. We heard similar story from another company thats way out perform. The trade desk i have been pounding the table on this one since we first spoke to the ceo jeff green about it a year and a half ago. Since then the stock has quadruple. I cant believe this story this story is too good to be true revenues up earnings coming in at 1. 27. Thats 69 even better and bullish forecast more specifically the trade debt connected. Thats Court Cutting, secular Growth Company says advertisements love streaming tv they can run campaigns you can do the same kind of targeting. You know i love facebook people say a lot of crazy stuff from social media. Some company dont want their ads appearing next to it Companies Taking market share left and right covid is certainly created a ton of uncertainty thats what these guys do, banks for the bucks. Put it all together. The landscape is clearly changing it is not just about the pandemic you passion the tv out now theyre partners why . You got disney plus and peacock and hbo max and thats huge for roku and traders these companies now represent viable turners but, they also want to run target and data driven campaign, streaming makes it possible. Most importantly though is becoming Crystal Clear that Court Cutting is here to stay. Court cutting was here before the virus and after the virus and yes, it has been shotgun faster it is still going on bottom line, now we can see the light at the end of the tunnel and i believe that some of the changes were more permit than people realized. The pandemic did not change the way we watch tv. It pushed multiple years of change in a patter of months on the way down, i still like roku and the trade desk. You buy them once and you will tweet me and crush me. Stick with us. Tmobiles been building its 5g network for a moment like this. Introducing the iphone 12 pro with 5g. Now at tmobile, you can unleash the power of the epic iphone 12 pro in more places. Get 2 iphone 12 pro max 2 lines of unlimited 5g for just 100. Only at tmobile. Americas largest 5g network. Dont settle for silver 1 for diabetic dry skin 1 for psoriasis symptom relief and 1 for eczema symptom relief gold bond champion your skin what do we do with a Great Outdoor stocks now that we have a Covid Vaccine . These stocks are getting crushed. I am wondering if this is a mistake. Last week although it erased those. Polaris may be a covid winner. The stock have done nothing for the past three months. I think investors already baking it in and the pandemic the sale makes no sense especially with the stocks selling 12 times earnings. Veterans day on wednesday, this is a great opportunity to look at polaris, how it serves veterans plus, the chairman happens to be in the marines welcome back to mad money, scott. I feel like they are run in a way that are rigorous as if it is a battle plant and your people know that and you bring up the names of your people and you bring credit to the call most people dont do that. It is about i, i in your team. Thats a great team i brought so many leadership in the military and we hire tremendous amount of veterans here and it is the same core that i was able to enjoy thats what we try to do at polaris whether it is for our military customers or commercial customers, we work hard to serve them everyday. I felt that whats been going on is confusing for your company. You had spectacular numbers. They would have been more spectacular had your suppliers not deliver but now people are saying hes going to get all that supply and there will be no demand you know jim, it is not a supply our suppliers are working their tails off. We had earnings up 73 in the quarter sales. Retail sales were up 15. We think our retail could have been more. It is not fair to think our suppliers can wrap up capacity in a short period of time. We are working with them and giving them to our employees and sending out to our plant managers to help wrap up it is an all out efforts to serve and giving them the products they want it is a challenge rented because of the unprecedented demand. We had over 400,000 new people entering the polaris portfolio this year. Those kmoecustomers are drivingp demand because theyre bringing in their friend in we are working day and night to keep up. Yes, we are going to have have vaccine we hope it does have 90 of the people protected we believe we could get one. You and i and maybe we get one in march thats the end of snow mobile season thats the end of all in a lot of way because it is kind of nice now why would we think businesses are going to slow dramatically just because we get a vaccine. Jim, i dont understand how the market reacts but i know well continue to provide tl right vehicle and we got incredible innovation coming in the year i am pleased with the work to keep our dealers engaged we had our higher surveys in the history since we have been taking it last quarter really working and delivering all cylinder we do believe that the new customers that are coming in work to bring their friends in and there has been no slow down at all so far. We think certainly demand wont be up 50 next year like it has been much this year. Certainly up going into next year is going to be Strong Healthy demand for us. Demand is going to go down year after year, i would sell now i have a boat. You have some boats. They are different boats, theyre pontoon boat kind of do those sell well we were fortunate, we bought Boat Holdings and we got the market leading pontoon brand it is high quality ask brian sullivan, he even got one. It is a great product and it is a premium product. We are seeing sales, they have been able to manage their supply chain. A little bit better so they had sales up 50 of the third quarter. It is really doing a nice job, gaining market shares and really Strong Demand because it is such a premium product. It is not your grandparents pontoon boating anymore. Speak to us what you do as a patriot, they call you and you are ready. 11 view calls in 12 years from military customers do you expect more most of our customers are in so cal the special operation customers tell us what they want because our ability to respond so quickly, we give them exactly what they need and they can carry our products into battle or helicopter and drop it in and keep them soldiers safe. Really we are not asking this em to spend 500,000 on a week. It is something more less dis e disposable for them. Designing the product for the war fighter, give me what they want we have been doing it more than 20 years and well continue to serve them as a Great Customer and a very important customer for us i bet you got some army guys in your team, too. You know i got an army guy, one of our senior operations, his son was smarter than he is he went to the Naval Academy where my son is now. There is a great generation of youngsters that we forget that serves the country and goes in harms way this year it is going to be at west point and it will be kind of fun we wont be able to go it will be fun to go and get a win on their turf. It is always fun when they have away game in philadelphia i understand thats a big win for you guys scott wine thank you very much for being on the show, ceo of spolaris. I think thit is something tht a lot of people want to do mad money is back. Our Retirement Plan with voya gives us confidence. They help us with achievable steps along the way. So we can spend a bit now, knowing were prepared for the future. Surprise we renovated the guest room, so you can live with us. Oooh, well. Im good at my condo. Oh. I love her condo. Nana throws the best parties. Well planned, well invested, well protected. Voya. Be confident to and through retirement. Most of the independent contractors are way down of a possibility of a blue wave wall street believes democratic president gives less money than the pentagon it brings me to l3 Harris Technology the integrated system and surveillance and space and electrical warfare and drones. Since then it is really roaring back still the stock is down more than 40 from its highs. It got more room to run. This is the kind of stock i am looking for. Dont take it from me. Lets check in the chairman and ceo of l3 harris mr. Brown, welcome to mad money. Thank you for having me again. Glad to be back. I think you can tell our viewers there is not much difference in terms of democrat and republicans in terms of military spending. Democrats favor the kind of defense intelligent defense that you guys provide no. I think you are exactly right. There is a strong bipartisan view of strong defense, we know that from Vice President biden we know that from the anticipated secretary defense. And very focused on a Strong National defense, a pivot towards technology and things you mention in your opening. Artificial intelligence and communications and resilience and isr, space and all of those things are important essential in the near threat that we have in the future. We expect it is going to be the same way under Biden Administration i want people to understand, lets use hard facts the time it takes to decipher artificial intelligence, you have come up of what speaks to us in the 20th century you are right getting into an aircraft in realtime thats what we are doing we own the full chain from the censer to the Image Processing to the did the dissemination ang it in realtime how do you move faster to bring in information from our sophisticated isr system to some action happening the bring that l3 harris brings is doing it all that and in realtime our satellite business is fantast fantastic. It is broader space. We do a lot in the in the nonclassified area. Every gps system thats launched today including one that launched last week has l3 harris space is very exciting and it is a war fighting domain. It is becoming contested and being challenged and we have gotten large exclusive system thats vulnerable. The solution is desegregation, taking capabilities and spreading it out through constellation. We are a Market Leader on both of those areas we see it to be a strong Growth Opportunity for the Company Going forward. When you are dealing with that High Precision and hightech that it would help you to have people who have served to be able to say listen, what we need on the ground is this kind of radio. What we really need is this kind of instantnalysis you cant do that without having guys from the military yes, we have more than 7,000 veterans that works for l3 harris today we have vigorous on boarding program. That mission knowledge, that leadership, that discipline and that sense of the mission and whats required by the war fighter is so essential to what we do, we are so proud of the veterans that we have and we thank every single day, not just wednesdays veterans day but everyday of their sacrifice for the country. On the financials, your Company Generated a huge amount of cash. Can they make another acquisition. They can buy back and do anything dividend raise your company is so under valued as you know i think given the fact that most companies are either thinking of keeping the dividend the same or boosting by the penny or cutting it. And some dont have the money to make the acquisition we are not looking at it today we generate quite a bit of free cash flow. We had a fantastic quarter, up 18 . Very strong or year to date. Thats after significant investments inside the company in terms of rnd Capital Spending and hiring people and training people and after all that we generate quite a bit of cash flow we deploy it back to owners. 1. 8 billion year to date and more into First Quarter and next year well buy back of 2. 2 billion more or less we raise your dividends 25 in the last 15 months since he close the emergenmerger of l3 a see an opportunity to raise it more next year i hope, i hope you are apart of it. Part of the deal was that you will step up the chairman in the middle of next year . Yes in the middle of next year, i am becoming exec chair we have been working as partners and shoulder to shoulder and developed a strategy together. We developed the portfolio shaping or the strategy and vest companies and businesses together hes going to take over business next year. It is going to be fantastic and no change of strategy. I look at of all the dynamics of Lockheed Martin yours is one by far is the cheapest and it is in the right spot for the Biden Administration i wish you the best of luck. I am glad you are doing this, you are doing a fantastic job. Bill brown, chairman and ceo of l3 harris a lot of cash generation and dividend boost buy back. Mad money is back after the break. Change is all around us. Shaped by technology and human ingenuity, we can make it work for you and your business. And remember the moment that things, for one strange time in our lives, got very quiet. We worried over loved ones, over money, over our planet, and over takeout. Lets remember this time when so many struggled to feel secure, and build a future where everyone can. Because when the world seems like its standing still. Thats the perfect time for us to change it. And unmatched overall value. Together with a dedicated advisor, youll make a plan that can adjust as your life changes, with access to taxsmart investing strategies that help you keep more of what you earn. And with brokerage accounts, you see what youll pay before you trade. Personalized advice. Unmatched value. At fidelity, you can have both. More than this lightning round is sponsored by t. D. Ameritrade it is time for the lightning round. A are you ready . Ron in washington, ron hey, how are you doing . I am doing well you are on cool. Whats your position in cloudflare it has too big of a run you are talking about low balancing video streaming. Look at what happens with fast street stock is too high. Denise in minnesota. Booyah, jim booyah denise what do you think of hanes brands they mississiped a quarter i am looking for winner and not loser. Lets go to dale in california cramer you are a a ninice and shining. Wow my stock, sorrento, should i keep it . They dont have it. I have been saying it for a while. Someone on twitter says jimmy, i love sorrento, what happens . I change my mind lets go to u. P. North carolina hey jim, i hope you are doing well f doing fine, i hope you are, too. I have a question of Palo Alto Network wha when all Technology Sectors got hammered, it tried to come back a little bit i have a question during the consensus i dont know it is incredibly wellrun company. It has done a lot more whether it is premise or remote. I think it is a really good and wellrun company i would not bet against it lets go to mark in florida. Jim, i appreciate very much all the insights you have shared over the years i am looking for some more on the outlook of Tractor Supply which i bought some three weeks ago and average down to an equal amount after it sank on earnings the quarter was not good. Almost everybody connected had an unbelievable quarter. The stock falls again because we feel the whole trade of going out and doing a bit of gua out and doing a bit of gu gardening, it is think it needs to be a couple percentage down we have to be careful with that one. Lets go to cam in illinois. Booyah. Long time follower my question is i am a long time holder of viacom uhhuh. Viacom has done a lot of good things i got tired and discouraged and thats not a good reason to sell i dont think it is seven times earnings it is not that bad of a company. That, ladies and gentlemen, thats the conclusion of the lightning round. The lightning round is sponsored by t. D. Ameritrade sea. Yep, td ameritrades got that. Free access to every platform. Mhm, yeah, that too. I dont want any trade minimums. Yeah, i totally agree, they dont have any of those. I want to know what im paying upfront. Yes, absolutely. Do you just say yes to everything . Hm. Well i say no to kale. Mm. Yeah, they say if you blanch it its better, but that seems like a lot of work. Now offering zero commissions on online trades. We charge you less so you have more to invest. Now whos laughing for months we listened to professional managers mock the robin hood crowd and young investo investors. Mock my word is all going to end in tears and you know what . The pros were wrong. The moment we found out of the pfizer vaccine, the robin hood foundation. Thats different thats the charity i fear i would hear the same claptrap that these amateurs are a bunch of joker and does not know what they are doing and going to lose everything, just like the 2000s when the dotcom bubble burst these are professionals. For daek kecades, you should puu money in index funds look at the some of the popular stocks first is the cruise line, carnival and norwegian carnival sored 30 today and kn norwegian. Now we got a vaccine and both stocks skyrocketed these are pretty full now. They are about as far as it could go these traders love ford and general elections. For a long time i figure they were hoping to get lucky with low Dollar Lottery tickets now, theyre both at 8 bucks and chain. Up another 5 today. Ge gaining 8 . Not too shabby i think they made a considerable bet of a pair of iconic American Brands and yeah, they got lucky you know what sometimes it is better to be lucky than good they keep buying fractional shares and tesla which is one of the greatest i have seen they love nio. Electric car company thats up nearly a thousand percent. And fisker the latest challenger, stock on 32 today. I know i stop fighting it. The best thing about these is the whole industry is blessed by the president elect. Plea you should stay away from individual stocks and stick to index funds because you are too dumb to run your own portfolio, i want you to remember that amateurs speak to the professionals all the time dont forget sometimes those are tears of joy from laughing all the way to the bank. I would like to say there is always a bull market some where and i promise to find it just for you right here on mad money i am jim cramer, see you tomorrow im Shepard Smith on cnbc, and this is the news this is a game changer. A vaccine trial delivers hope to the world a giant leap in the fight against covid19 we follow the science and how it works. Were ready to get to work addressing the needs of the american people. The new president elect prepares for a transition of power. Tonight, what a Biden Administration might look like. Legal warfare. President trump refuses to concede. His campaign pushing more lawsuits across battleground states plus
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