Reimburse their angry investors. That was easy. The tax loss selling has been taken. And thats how you get a day where the dow rallies 185 points. The s p jumps 1. 24 . And dnasdaq declines. The sellers have at long last left the building. Youre looking at what happens when the selling stops since oil went higher for guide reason today. In crazy town when it goes higher its positive. Its because of a decline in inventory. We got an astounding 5. 88 million barrels. This market was off to the races. You have to wonder if the Oil Companies finally cut back to production enough. Especially since its so warm that very few people are burning the midnight heating oil. So now we have to ask which stocks are up artificially and which stocks have rally and staying power and what stocks went down today because they have been such fabulous performers in 2015 that theyre right for profit taking as opposed to redemptions or tax loss selling. First lets understand the senate. A new year is always, always, always greeted with optimism. Even if its totally unwarranted. I can recall going to disneyworld with my little kids and standing outside of the its a small world pavilion the day after new years in 1996 screaming into a payphone to buy shares in alcoa, u. S. Steel, because everyone was so optimistic about the economys potential growth and i wanted to cash in on that. New years begin with new numbers and when we see the estimates that analysts put out expecting a boom i knew we had to grab for manufacturing and mining stocks with gusto. Of course theres estimates and year much less robust. It doesnt matter though. Thats how the game was played. I know this because i stood outside of the same payphone at disneyworld three years in a row. 96, 97, 98. Not because i was tired of hearing its a small world after all. Its not the u. S. Where hope springs eternal, its china. Not a month goes by that we dont hear that china is about to launch a stimulus program. Because the new themes are hilarious. Were going to build plants in northern china. It would enable the dirty gasoline to be refined to cleaner american standards since their countrys gas is responsible for one third of all of that big city pollution. Its old and decaying. And a massive build up in war planes and ships. Particularly labor intensive aircraft carriers. I dont believe any of it. The government is content with the explosion of consumer spending. Witness the incredibly strong numbers from nigh kea last night as china is the hottest market in the world for sneakers. Particularly jordans. The regime likes the consumption of apple smartphones and coffee from starbucks. Did you see the lines at the new starbucks . I tweeted it. They love that latte. I stay that if theyre really planning a major stimulus you would see it reflected in the freight which would be soaring right now and not stock under 500. I would expect it to double by now. If this stimulus talk for were real china would need huge amounts of iron and coal and other minerals. If youre buying stocks like caterpillar you have until a couple of days in the new year where you can profit from the hope fumes, i dont know, maybe three or four days in the new year you start ringing the register. Yes theres been that much tax loss selling that theyre down that much. Since all you ever heard this past year was cutting numbers caterpillar. Downgrading joy. You dont spring up and stay up and i dont see any improvement in any of the Company Stocks or their companies. At the first week i would take the money and use steve millers admonition and run. Anything coal or iron or steel. They can all bounce but im ske sceptical. These are all gotten sold coupled with the dreaded amazon. So the direct to consumer curse. Almost all the branded merchandise can be bought more cheeply either online at amazon or directly for the manufactured self. Big mark downs caused by access inventory and acknowledgment this quarter that amazon is taking gigantic share. This was the amazon quarter to end all amazon quarters. If we get a cold snap, if we ever get a cold snap and gasoline stays low you can own these stocks for a couple of weeks. Now i do like the action and think it might have more staying power in the big industrials. Im speaking here about emerson and dow chemical. Theyre ridiculously oversold and while theyre not doing that well, they certainly arent doing this badly. You can root around and find stocks more than just trades and i would include dow thanks to its terrific but bashed merger with dupont. Lighten up people. Thats a good deal. Which brings us to the inevitable. The elephant in the room. Oil and gas. I think that the redemptions for hedge funds were particularly agregous here in this sector. I believe todays inventory number is an outliar because theyll keep pumping to make up for the decline in order to do as much damage as they can to their american competitors. I dont think they feel like they have done their job yet. They havent seen many Oil Companies go under. Theyre still working. With the exception of marathon they havent seen dividends get slashed. Saudi arabia wants to wipe out our marginal producers so the longer they keep oil under 45 which is the level where these Companies Need to be profitable the more successful theyll be. At the same time by keeping prices low they make it incredibly difficult to drill in iran. Thats a sworn enemy. They also know that cheap oil will do more to damage isis than 100 air strikes. To me that means while oil can rebound closer to 40 i dont think theyll let guilty or innocent mu let it go much higher. So you can enjoy the shortterm bouts but if you own any oil company with a stress Balance Sheet i hit the eject button when crude gets to 40 barrel. Chevron and exxon already had big moves. I dont know how much gasoline is left for those two to go higher from here. But the limited partnership pipeline, these are different stories. This whole group is ravaged by selling ever since kinder morgan, kmi turned the world upside down with its hideous 75 dividend slash. I say let these ride as the redemptions were insane in this sector. You have a chance to pick up real performance in the pipeline stocks. You know, i think you can own these for, i tell you, you might be able to own these things for five or six points if its like a 40 stock. That kind of percentages are to be had. Finally take note of whats going down today. Whats going down, the companies with the best fundamentals but where the stock versus the biggest profits. Like nike, the dking of the dow which did report amazing earnings last night but got hit by a profit taking buzz saw. Let these winners be taken down a couple of days and on the second to last day of the year do buying with them. Why that day . Everyone will have the same idea on the last day and youll beat them to the punch by buying them the day before. So heres the bottom line. Enjoy the end of the redemption and tax loss selling season. Remember my frantic phone calls from its a small world though and let them ride for the next couple of weeks but do not overstay your welcome with the stocks i mentioned. The fundamentals are awful for every resource company. Almost everyone that rallied today and once again i dont expect that to change any time soon. Frank in new york, frank. Booyah, jimmy. How you doing . Thank you for taking my call and kudos to your staff. They are wonderful. The staff is amazing. Have to do a shout out for tim and regina that cant be here for circumstances. Let me just say i wish they were here because they too run a great ship. How can i help . I bought black stone about a year ago. Im retired. And of course i bought it at 30. Ran up to 43 or 44 which was nice and then it backed down to 30. Should by concerned . I want appreciation and dividend depreciation. No, youre fine. You need them to be able to liquidate some of their holdings and the stock market is unfriendly for the ipo market. I think youre fine in black stone. I need to go to chris in arkansas. Chris. A big booyah to you from northwest arkansas, jim. Ive been there and its gorgeous. How can i help . My question is this, regarding sun edison and i know youre not a fan but the company has got work force adjusted debt, lower divet price, benefitted from a tax extension. In your opinion does sunedison pose for a rebound and should i be double down. Theres a chartest that works for real money. Im urging you to read the stories by carrolton english who works for the street and does a story or two every day about sunedison and i dont like what i see. If this stock gets to 8 sell, sell, sell im not waiting for 10. How about bill in florida, bill. Thank you for taking my call. And 65 cents and i was wondering should i buy more . No, dont buy more sprint. I think tmobile started showing its true stripes starting going up. I think its going to 45. I want you to be in tmobile. Enjoy it. The fundamentals are for a lot of the companies i just went over. On mad tonight, it has the pasta and unlimited breadsticks but will it provide dough in 2016 . Find out. And i have a company you can set sail with and could bio tech present you with a happy and healthy new year . I have the bio tech bobble. After a tough ride in 2015 im taking a closer look at whats in store, so stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question, tweet cramer, madtweets. Send jim an email or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. My name is jeff richardson, the Vice President of operations here at c. K. Mondavi. To make this fine wine it takes a lot of energy. Pg e is the energy expert. We reached out to pg e to become more efficient. My job is basically to help them achieve their goals around sustainability and really to keep their overhead low. Solar and Energy Efficiency are all core values of pg e. Theyve given us the tools that we need to become more efficient and bottom line save more money. Together, were building a better california. Okay. What companies can we rely upon in this crazy town environment . You may not have noticed this last friday when the dow plunged over 350 points no one was paying attention but two Companies Reported extremely impressive quarters that morn g morning. The first of these companies was the Parent Company of olive garden and longhorn stake. A couple of the smaller brands so what allowed them to go from 58 up to 68 in change . We don care about where stock has been. First of all for years we know that its probably the most sensitive to the price of gasoline and while they didnt mention it on the Conference Call you Better Believe theyre benefitting from the price when you fill up your gas tank. However i dont want it to sound like theyre only driven by the dumb luck of oil prices. This company has been working for years to improve itself. You know what, i think the efforts are starting to pay off. Thats what you saw in the quarter. They have been in restructuring mode going back to late 2013. That was spurred on by a pair of local activist hedge funds pressuring the company to unlock value. Last year they sold red lobster for 2. 1 billion. Rolled out a ton of cost cutting and repurchased 1 billion of its own debt to clean up the Balance Sheet. Perhaps most important the long time ceo whose leadership had been flagging near the end of the tenure announced he was stepping down in july 2014. A few months later starboard value, one of the activist funds involved here published a 300 page presentation talking about the way they were running olive garden. Shareholders voted to elect all 12 board nominees suggested by the activist starboard and the new board appointed the companys excellent chief operating officer as first a temporary and then the ceo. Since then they rolled out a whole new round of strategic actions designed to improve the business he has worked to turn things around at olive garden. Plus they spun off four corners property. They snuck right in and that was designed to own the land underneath the restaurants and lease it back to the Parent Company which is a smart way to unlock the value of the underlying real estate. Four quarters owns the land for underneath 400 of their locations and they received 350 million in cash. As theyre going to use to continue to pay down their debt load. So a lot of work went into turning things around before the Company Reported a stellar quarter this past friday at a time when the restaurants are flagging or struggling. Sure they came in a tad light. Same store sales only 2. 9 clip. Comparable basis but this company has what we really care about which is Earnings Growth. As they gave you a monster bottom line beat earning 54 cents a share when it came out i thought there was a mistake. Thats how big this one was. More important they raised the full year guidance for the year 2016 for the fiscal year were now halfway through. They raised the same store Sales Outlook and increased the Quarterly Dividend by 14 . Dividend hikes still give you 3. 1 yield and the board also authorized a 500 million buy back equal to 6 of the companys current market cap. Talk about being shareholder friendly, this quarter had everything that you want. So where do we go from here . Sure they reported a great quarter with better guidance but you know what, the stock has rallied pretty substantially. You have more room to run. Youd think the answer would be yes after all the things i told you but this is a difficult question to answer. On the one hand they rejuvenated the brand. The longhorn steakhouse is doing well. Plus you have that terrific buy back and this new Management Team developed a wonderful habit. However there is some legitimate worries here too aim store sales growth is decelerating. Theyll be hurt next year. Many of the restaurants is like that. Minimum wage is all over the country and while the price of gasoline is insanely cheap at these levels, lets just say if oil ever makes a sustained move higher its going to make the stocks. They may be running out of levers to unlock value. The activists here replaced management and spun off the leadership and pushed the core business and that is pretty much the whole activist play book. 9 of the company and now they have a 40 gain from where the stock was when they discovered the stake and maybe they decide to clear the victory. Thats why while i like them very much id like the stock more on a market wide pull back. Especially since it trades at 19 times earnings which is sizable to the likes of other that are similar you have to look at them as being the competitors. They seem to be doing everything right at the moment and i think stock is headed higher longterm but ideally you should wait for the next market wide pull back in order to buy it because you know what one thing we learned, we hate chasing stocks and thats exactly what you would be doing if you reach for darden after this monster run. Much more mad money ahead. Anchors away. Could it be a blessing in disguise . Im checking out im not telling you. See if its a real winner. 2015 has been a painful year for bio tech but could it look healthier in the new year . Forgive and forget. What stocks the market is forgiving and is now embracing. Stick with cramer. The future belongs to the fast. And to help you accelerate, weve created a new company. One totally focused on whats next for your business. The True Partnership where people,technology and ideas push everyone forward. Accelerating innovation. Accelerating transformation. Accelerating next. Hewlett packard enterprise. Before the break i mentioned that two particular companies managed to deliver fabulous quarters when the market was down a lot causing those stocks to roar one of these companies we just covered and the other one i teased you about was carnival. The Worlds Largest cruise line as long as the price of oil stays down. Its 40 because cruise ships are real gas guzzlers. Its not one of the most. Carnival also benefitted mightily from the magnificent turn around thats been going on in the last year and its really just extraordinary. Remember, 14 months ago wall street pretty much viewed the stock as road kill after a series of high profile disasters like the sinking off the coast of italy where 32 people died. To when the passengers were exposed to ebola like the down right disgusting when the cruise ship caught fire leaving thousands stranded in the gulf of mexico with only a few working toilets. But with people obsessing what were miss as good that carnival already started turning itself around thanks to the laip of arnold donald. He has been on the show and hes quite impressive. He has aggressively cut cost and streamlined the many brands and most importantly he has repaired its reputation which brings me to last friday morning. When carnival reported a fl tremendous quarter. Wall street was only looking for 42 cents and thats despite the fact that they took an 8 hit from currency issues. Yes, indeed, the super strong dollar. There was so much going right with this quarter that i dont know where to start. Lets try to pull eight part. Lets start with the side where Carnival Cruise declined by 11. 2 year over year thanks to streamlining initiatives but mainly because of the fuel costs down 45 year over year. Beneficiary not in crazy town. At the same time carnival has been able to effectively raise prices. Cost going down, prices going up. Thats the holy grail of running a business. The net revenue yield is a hugely important key me trick thats the cruise line equivalent of revenue per available room or rev par in a hotel chain increased on the currency basis. Much better than the 3 back in december and increased roughly 8 million shares. Not bad for a single quarter since the stock was trading at or near multiyear highs for most of the period. Thats a vote of confidence by management that the stock is cheap. Best of all, carnival gave absolutely blowout guidance for the next quarter and the next year. Forecasting Earnings Growth from 15 to 26 . And we can trust those numbers because we heard on the Conference Call carnivals cumulative advanced bookings are well ahead of last year and its slightly higher prices too. Plus donald says that they expect pricing to keep improving next year and talked about boosting the dividend. Currently yield 2. 2 and continuing to get the stock back. So theres clearly a lot going right at carnival. The stock rallied from 50 in change at the close last thursday up to 54 and at one point today the stock hit a ten year high before pulling back in the afternoon. Does this mean well be chasing if we booked carnival at these levels . I dont think so. I would be a buyer of carnival right here. We know they might not last forever but if youre a believer in the lower for longer thesis as so many are thats going to be a Huge Positive and im pretty sure that saudi arabia is committed to flooding the market with crude to put as many u. S. Oil companies out of business as possible. But when they decide to cut back on production its not clear to me that theyll be able to control oil prices like they used to because opec is broken and thats going to be positive for carnivals bottom line. Even without the wind fall of cheap fuel carnival is doing well. You dont get to raise prices unless theres demand for what youre selling. We know that carnival is poised to enter the gigantic Chinese Market in 2017 which could give the company some nice multiyear Revenue Growth in addition to Earnings Growth that its already generated. If you ever reach a point where the super freaking strong dollar starts to get weaker versus other currencies that would give the company a nice boost. You know what really clenches it for me though is the fact that right now carnival is selling for 16 times next years earnings estimates. After the consistency this company is putting up thats too cheep. Not after these compelling results. It should be higher. Let me give you the bottom line. When costs are going down but you can raise prices thats anywhere vanna for Business People and right now carnival is precisely that situation. Carnival, im calling it a buy. Lets go to richard in pennsylvania, richard. Booyah, jim. Boy did you have my back back in 09. I bought windstar. You were talking about it. My hair stands up on my arms. Its at 53. I bought that in 09. I sold that stock in 14 for 234 share. I bought over 100 k. I made 300 large. I was so excited. I got my money back my stockbroker lost for moefr te oe last couple of years. Did you have my back at that. Its at 68. What do you think of the growth now. I have been recommending mgm now. First congratulations. Thats great. Thats the one we wanted. I have been using mgm because it stratels vegas and mccauw. If hes upset im upset. I cant recommend it. John in florida, john. Great show, happy holidays. Thank you. Merry christmas to you, sir. Thank you. I have owned them for several years. At these levels, buy, hold, or sell . I am challenged on this. I happened to bump into him who started recommending him. I think theyre both cheap but i i made a residence lux not to recommend any cigarette stocks for fear that people would actually start smoking you can take the dividends and im not going to recommend the stocks on my show. I dont like what they do. Dave in illinois, please, dave. Dr. Cramer from the land of lincoln and home of the worlds busiest airport, thank you for taking my call. All right. That sounds like a good recommendation. Whats going on . Jim, we know you love delta and southwest but how about alaskan air. Some cloud downgraded them yesterday. It turned out his parents just escaped from the Old Soviet Union so i cant do that but alaska air is way too cheap. I know its moved up a lot but i do like southwest. I do like delta but lets throw in alaska air. You have horse sense. Its time to set sell with carnival. The company is in the perfect position to raise prices but its cost declines. That makes it a buy. Much more mad money ahead. Im telling you which stocks are recovering. Then the market is in forgiveness mode. Plus the stock calls is just ahead in a brand new edition of the lightning round. So stick with cramer. Come on in pop pop. Happy birthday. I just had a heart attack. And now i have a choice. For her. For them. And him. A choice to take brilinta. A prescription for people whove been hospitalized for a heart attack. I take brilinta with a baby aspirin. No more than 100 mg. As it affects how well it works. Its such an important thing to do to help protect against another heart attack. Brilinta worked better than plavix. And even reduced the chances of dying from another one. Dont stop taking brilinta without talking to doctor. Since stopping it too soon increases your risk of clots in your stent, heart attack, stroke, and even death. Brilinta may cause bruising or bleeding more easily or serious, sometimes fatal bleeding. Dont take brilinta if you have bleeding, like stomach ulcers. A history of bleeding in the brain, or severe liver problems. Tell your doctor about bleeding, new or unexpected shortness of breath, any planned surgery and all medicines you take. I will take brilinta today. Tomorrow. And every day for as long as my doctor tells me. Dont miss a day of brilinta. Stocks roared into the stratosphere and plunged back to earth after grand standing over the issue of rising drug prices. Some gave them a lot to talk about but when you clear away the noise the truth is we witnessed amaziing leaps forwar and its worth noting that the nasdaq bio techs index has still dramatically outperformed the averages in 2015 so as we head into the end of the year, which shocks should we load up on on 2016 . Regular viewers know that im a big fan of the companies i like to call the four horse men the true titans of the bio tech space. While theres hundreds of Smaller Companies including many that did this for the street 173 and a lot of these are working on revolutionary things these four players often have a hand in them and theyre likely to command the most attention from the stock market next year. Lets go through them one by one starting with bio gen which is down roughly 12 year to date thanks for concern about slowing growth in one of their big multiple sclerosis drugs. And the Company Seems to be addressing these issues. They announced a gigantic Restructuring Plan in the Third Quarter and it included plans to lay off 11 of the global work force. Bad news for the employees but the 250 million in savings, well, its very good for the shareholders. Plus the company has new multiple sclerosis compounds along with Clinical Trials and compounds that treat alzheimers. Spinal Muscular Atrophy and another ms drug bio tech 16 times extra earnings which is why of course you can follow along and next up theres celgene. Its up 11 or 10 today after being flat for the year last night the Company Finally settled daf cut patent dispute over their drug cancer drug that gives them exclusivity into 2022 and puts volume restrictions on generics until 2026. That is incredibly important. Since they currently make up about 60 of the companys sales. However, we know that they have made serious efforts to diverse identi diversify their business and might be the best in class treatment for everything and a whole of other auto immune disorders. Ooe even after todays run they trade at 21 times next years earnings estimate. In a growth starved environment i expect the big money institutional managers to sal evacuate over this one. Do not be intimidated by how much the stock went up. Thats a sign that not everybody got their orders in to get all the stock they wanted. Heres a stock up more than 9 for the year. It was up 70 . And its a business perspective is that eventually you end up with a lot fewer patience. One and done. Great thing to have a cure but not a lot of maintenance. The eck peckatio expectations are low and makes the innovative cheaper. Thats insane. Especially since awaiting fd approval on a new antiretro viral drug that treats hepatitis b. The stock reflects all the potential negatives but none of the positive which is makes it bargain. Finally theres regeneron. This is the highest flying Fastest Growing member of the four horseman with a stock rallying 30 here to date and thats the companys terrific eye care drug that through. It exceeded managements forecast of 50 or 55 . Over the summer they improved the Game Changing new treatment for high cholesterol. Part of a new class of drugs people needed more help than traditional stat nts. Phase three data company on their formulation for eczema early in the year and the fda to make a decision on whether to improve the companys new Rheumatoid Arthritis drug in the second half. Its more expensive than it piers. I think the Growth Potential here is terrific. I like the stock is more than 70 points off its high. I also like amgen. The fda recently approved the new treatment. Including a migraine formulation and new indicatings coming from existing drugs. Finally for those of you that want a smaller more speculative play for 2016 i do like Radius Health. Which is a frequent guest on the show. Their lead drug candidate a treatment for osteoporosis is being reviewed by the fda. If all goes well they could do a billion dollars in peak sales. Also a drug for Breast Cancer in phase one. And good data on this earlier this month. Going into 2016 this market is going to be starred for growth and with so many sectors slowing bio tech is the natural place to look. I bet the four horse men riding in and also like amgen as well as Radius Health if you want something more speculative for the younger members of the audience. Mad money is back after the break. It is time. It is time for the lightning round. And then the lightning round is over. Are you ready . Its time for the lightning round. Im going to start with mike in nevada, mike. Nice to talk to you, jim. Same. Listen, given nike posted as usual good numbers yesterday this might give brick and mortar shoe stores a shortterm list but do you think theyll get any longterm benefits . Particularly im thinking of dsw. They have to get it together. I used to think the world of them. They need to fix things. Lets go to louie in kentucky. Booyah from kentucky. I read your book real money. I loved it. Thank you. What do you think about Westlake Chemical partners . Buy, sell, or hold . No, we want to own dow chemical. My Charitable Trust owns because its cheaper and that combination with dupont is excellent. Lets go to tom in michigan. Yes, jim, merry booyah. Merry booyah back. Thank you. Im calling in on car max which i have had. No, no, not car max. We like auto nation. Much better quarter than car max. You have to buy best in breed. I need to go to cat in nevada, cat. Hey, thank you for your crazy enthusiasm. Booyah. Got it there, booyah back. 67 years of hnr block stock. I dont think the quarter was nearly as bad as everybody else thought. How about john in new york, john. Jamming jumpin jimmy. I like that. Whats going on partner. You brother, all you. All you. I want to wish you, your family and yoa happy great new year. Right back at you. Thank you so much. You got it. My pick is what you told me two months ago. Epd. Epd, theyre the first to be able to export oil. This stock is way too low. 6 . No problem with that dividend. Im saying epd turned out to be the best in show. I need another. Im not done because im not done. Lets go to phillip in new jersey. Phillip. Hello, jim. Phillip. How are you doing . Im doing well. How about you . Well its rainy here but beautiful tomorrow. Thats all that matters. Im on the jersey shore. Happy holidays to all of you on mad money. Thank you for the information you share and the advice you give. Youre terrific. Ill be down at the jersey shore soon at my house in o. G. Not too far. Im calling about opk. The stock got slaughtered in the bio reference purchase. I think dr. Fill frost has built a great company. Im not giving up on it because hes not giving up on it. Im take one more. Im going to texas. Booyah, jim and happy holidays from the great state of texas. Merry christmas. Merry christmas. I have been a big fan of John Huntsman since the early 80s when he was manufacturing and selling styrofoam to mcdonalds. Whats your out look on huntsman with the increase in titanium dioxide prices . Im not a fan of huntsman as much as dow chemical because of the merger of dupont. That ladies and gentlemen is the conclusion of the lightning round. The long round is sponsored by t. D. Ameritrade. Random . No its all about understanding patterns like the mail guy at 3 12 every day or jerry, getting dumped every third tuesday. This happens every third tuesday. We have Pattern Recognition Technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. Theres no way to predict that. For all the confidence you need. Td ameritrade. You got this. You never know whether its just an era of good feelings or if things werent as bad as many people think. Thats what forgiveness mode is about and were seeing it all over the place. Cvs came out of an Analyst Meeting and raised the low end of the estimate range. It was an outstanding day but Goldman Sachs used the occasion to downgrade the stock and it might have been a consequence but did have huge impact. They got 97 to 94 in a straight line. I came out here swinging and said this was ridiculous and it was a terrific opportunity because its better than expected and one of the best retailers out there. Cvs were back above from 97 to 98 and went higher today on no real news. Theres so much positive news flow going to come out on its tie up with target. Cvs should have never been down to begin with and it will take you right back up or how about General Mills which i call generous mills last week. On thursday they reported a miss on the top and bottom lines and growth is continuing to slow despite the annies acquisition and more natural and organic staples. Plus the sale of green giant. Their u. S. Retail sales fell 4 . Thats domestic. No strong issues there. But General Mills continues to buy back about 30 million shares out of 593 million total and the ceo is talking up many of the big changes in the lineups that could reverse the slowing trends. He gave a very vigorous presentation that made you feel you should own the stock and not sell it. Although it fell immediately, a big move, i figure it will only be a matter of time before all was forgiven. They didnt give you that much time at all. The stock is back to where it was before the hideous quarter and then theres celgene. Can you believe how many people have written off this stock . In the meantime the company is expected to earn 7. 20 a year. Meaning they sell at 17 times these 2017 numbers putting it at a discount to the average stocks and s p 500. Maybe that made sense when people were worried about the patent challenge and made that 720 cent figure stretch. Its not a joke. But all of that is over now that they made a deal now that gives them 7 more years of exclusivity on the recent drugs. Now its for real and the stock soared up 11 or 10 today and i dont think its done. What could be the best to rebound . Costco got the short end of the stick and the short reading which i dig because my Charitable Trust owns it tells me that any weakness can be explained away. The stock fell from 168 to 158. It starting to make a come back. I suspect it will clear the mid 160s in a very short period of time. Quality retailers dont stay down for long. One more, this is a stock that sank from 109 down to 101 from what was supposed to be a bad miss. They have a huge overseas business that made the earnings come in weaker than expected thanks to the strong dollar. This is a high Quality Company and all the business lines did quite well. Everyone is so used to seeing them blow away that quarter that they didnt count as much as they could have. Both have hair on them. Certainly more than cvs but on the other hand theyre doing so much better than General Mills its silly to compare them. Theyll be the first to be forgiven next and the markets are starting the process of rehabilitation. Thats to be expected with a one off sell in a stock of a terrific company. Well get them talking about the nike. Stick with cramer. Now more than ever americas electricity comes from cleaner burning natural gas. And no one produces more of it than exxonmobil. Helping dramatically reduce u. S. Emissions. Because turning on the lights. Isnt as simple as just flipping a switch. Energy lives here. Theand to help you accelerate,. Weve created a new company. One totally focused on whats next for your business. The True Partnership where people,technology and ideas push everyone forward. Accelerating innovation. Accelerating transformation. Accelerating next. Hewlett packard enterprise. I built my business with passion. But i keep it growing by making every dollar count. Thats why i have the spark cash card from capital one. I earn unlimited 2 cash back on everything i buy for my studio. And that unlimited 2 cash back from spark means thousands of dollars each year going back into my business. Thats huge for my bottom line. Whats in your wallet . Theres always a bull market somewhere and i promise to try to find it for you right here on mad money. Im jim cramer. See you next time. Imagine a store with no signs in the aisles, a store that doesnt bag your purchases, one that never advertises, where you have to pay a fee just to walk in the door. Who in the world would shop here . As it turns out, about 3 million fanatically loyal customers every day. Its called costco. I love costco. I bought ground beef. Lawn furniture. A television. I bought my Engagement Ring here. A chain of strippeddown warehouses thats become a sensation at home and abroad. [ speaking chinese ] but its crowning achievement convincing you