Transcripts For CNBC Mad Money 20121208 : vimarsana.com

My job is not just to entertain you but im trying to educate and teach you. Call me. 1800743cnbc. You want to get a sense of just how important this i hate to even say it anymore fiscal cliff is . Today we got an incredible employment report from the labor department. With 146,000 new jobs. I was looking for 90,000. The Unemployment Rate dropping to 7. 7. I thought it might be 8 . And all this despite the effects of Hurricane Sandy. Who knows how high we could have been if it werent for that darn hurricane . Yet the market barely blinked. Yet the potential layoffs if we go over the cliff make these rearview numbers seem almost irrelevant to the market. Hence the mixed performance of the averages today. Sure, dow gained 81 points, but the s p barely budged, edging up 29 . And the nasdaq actually declined. 38 , led once again by the slip sliding away apple, which you know i like, but how many times during a particular show can i say i like it . So with that in mind, whats the game plan for next week . First off, perhaps the most important day of the week is monday. But not for any earnings. Not for any releases. Thats when we process the results of the weekend talk shows, which you now have to watch as if we were instead of watching, you know, college gameday, im watching like some of those other news stations and then of course sunday morning whoever you dont even Pay Attention football Means Nothing now, right . Its all this. Last week we saw the positions harden on both sides of the aisle. The market didnt like it. We will watch meet the press with David Gregory and the others to gauge the real opportunities for a deal. Is the administration out to break the pledge republicans made to never raise taxes on the rich as per major domo grover norquist, who rivals the congressional leadership control over the very thought patterns of those who signed his pledge. Grovers bound to go after republicans with impure thoughts who are being seduced, i heard these words myself on meet the press, by the democrats. Well, of course i was sitting about three feet from him. I wonder, are there enough members of the gop who study higher tax pornography with that seduce stuff . Maybe this weekend have the impure thoughts thing we ought to call oldtime Supreme Court Justice Potter stewart. I will know it when i see it. Sometimes i feel bad for the speaker, speaker boehner. Hes caught between the elected obama and the unelected norquist crossfire. Theres not a lot of room to maneuver in that space. Tuesday weve got two big investor meetings. First theres dell world. Dell world . I like kirbys fourth world. Theres dell world. Is the risk taken out of this one now . Its down so low. Or does it even matter . Deleveraged buyout as goldman hinted in its sellbuy research upgrade this week . Second, theres a how many times can you tell us that monster drinks arent any worse and may actually be better than a cup of joe from starbucks . Let us count the ways that this Analyst Meeting slash lovefest, they will tell you that theres no better way to preserve your heart than to drink a taste of monster every morning. Now, analysts will be plenty hopped up when they come out of this meeting because theyll be recommending this stock in highspeed fashion. Next on wednesday were going to get the results from joy global. Heres the company that has the best read on chinese growth of all the companies i follow. In fact, joy global called the bottom in the slide over there by analyzing data on chinese electricity use. Cant be jiggered. People think this is an original equipment business, but ive got to tell you once again were going to hear from the straightshooting ceo Michael Sutherland that maintenance is more important. Maintaining it is the equivalent. Im going to listen to what he says about india. We dont talk about india enough. They are like coal junkies over there. Its like get me the kingsfords. After the close wednesday we hear from restoration hardware. Weve all been gaga lately for housing plays but this one seems to be overlooked. I urge you to take a fresh look at the restoration ahead of the quarter because i think the comps, so to speak, ethan allen and williamssonoma, have been very strong. I like when Companies Just came public because they give you the first numbers. They tend to be good ones. Very rarely do you get a real stinker right out of the chute. Speaking of housing plays, cramer fave pier 1 comes out on thursday morning. Will pier one continue to deliver . Did sandy hurt them . Theyve got a lot of stores in the northeast. Probably want to know that. Right . They sell a lot of seasonal merchandise. Thats where i get my turkey napkin holders. You know those Little Things that theyll let us know. Weve been behind pier 1 ever since alex smith turned it around and then he went out of the niners and they pulled no, its a different alex smith. This is a british one. I bet this time will be no different. I think pier 1 delivers. Then telco equipment maker ciena reports thursday morning. Spending by the big firms, att, verizon, sprint, it has been inordinately geared toward cell phone towers and not only optical and software buildup. The starting weve seen in this group which includes juniper and even cisco tells us we should be worried about little ciena. Even a fellow optical traveler had good things to report this week. Stay away. Also we list a number of important analysts meetings on thursday. Remember we told you to by the starbucks, that was a really good trade. Okay. Weve got cvs caremark. I think thats going to be a very interesting session. Cvs. Right . You use them. Sorry, i didnt mean to cross out cvs. I meant to highlight cvs. Phillips 66. Get your kicks from that Analyst Meeting. And united technologies. Cvs is the cheapest and best drugstore play p i would be willing to buying ahead of the meeting, particularly if you have a little fiscal cliff panic before thursday. Which persons going to come on wednesday and create the buying opportunity for cvs . Phillips 66 reminds us how smart it was to break up the old Conoco Phillips and perhaps put some focus on how hess could be next. United technologies will give us aw fiscal cliff update and a sense of how aerospace is doing now that goodrich, a premium supplier to aerospace, is part of the family. On friday scotts miracle grow. Endless excuse making for missed quarters. Can they explain the poor execution . Ill listen, but frankly i doubt it. Also on friday we get november Industrial Production and Capacity Utilization numbers. Did november really matter or was it all sandy . I think prices were stagnant. But i want to try to figure out whether the new boom in cars and homes could impact Industrial Production and Capacity Utilization no matter what. Im trying to understand the unemployment number today. After these numbers that we get now, after those were going to be officially on recession watch going forward, meaning that we expect all the good numbers to kind of lets say peter out because of the fiscal cliff and what its doing for hiring, or the lack of it. And speaking of the fiscal cliff, let me say to washington, no vacation without legislation. We will be virtually monitoring airports to see which legislators are leaving town now that the vacation is supposed to begin. You know what . If we dont have a deal by this vacation, or a pledge not to go away, then the odds go to down to 5050 that well get one before the end of the year. And then we may only get one when people look at their takehome play and have a collective bout of nausea from a recognition that there was a fiscal cliff all along and we were just pushed over it. Thats how much your paychecks going to shrink. Heres the bottom line. Lets hope for the best that our politicians move in the right direction. Something we can see as early as sunday morning when they appear on the Major Political talk shows like meet the press. But well be preparing for the worst. The house of pain that our lawmakers go home for the holidays, meaning we will likely go over the cliff and nothing will be done about it until after taxpayers actually feel the real pain. Lets go to r. W. In nevada, please. R. W. Caller jim, a big fan of yours. Thank you for helping people like me. I appreciate that. Thats why i do the show. How can i help . Caller ive had dole stock since its september high. And now that David Delorenzo is leaving and selling his packaged goods and asian Fresh Produce to japan, whats your take on the stock . Yeah, i saw the change in management. And ive got to tell you, i continue to think its a good story to hold. I know that people feel that somehow its going to be magic. jimcramer on twitter i immediately saw a ton of things about isnt this it, now that murdochs returning to chairman and ceo . No. Murdochs a great businessman whos getting up in years. I think you own the stock because the Business Models good. And i like fresh fruit. Lets go to bob in california, please, bob. Caller booyah, jim. Booyah, bob. Caller whats wrong with fan in its down again today after their decent earnings report. Is there a possible the new ceos performance causing a wait and see attitude in spite a spectacular performance in sales and profits . Unusual in many Retail Stocks to see many new store openings and healthy profits going on simultaneously. Fran seems to be able to do it. I know. You know what . Heres what were going to do with fran, because i read the numbers, like you, i saw because i wasnt on the Conference Call. But i read the numbers. I said better than expected top line, better than expected earnings. How much will the stock be up . And the stock was down. What that means is i owe you an explanation and i will come up with one for fran next week. Hope for the best. But when youre dealing with washington, prepare for the worst. Pay close attention to the talk shows on sunday and the roundup monday. Only washington would listen. Heres my call to you. No vacation without legislation. Mad money will be right back. Announcer coming up, the wow factor. Innovation. Its what drives our economy forward. And tonight cramers got his eyes on a solution to a lifealtering problem. Whether youre stranded after a storm like sandy or one of the billion people in the world who dont have electricity, this device lets you create your own power. Dont move. Youve got to see this. And later, data and dollars. As Companies Head to the cloud, the business of big data becomes all the more crucial. Cramers found one stock at the center of finance and figures that could be attracting some potential suitors. The takeover talk is just ahead. Plus were going to do some work on this. Announcer you sent cramer back to the books. Now hes got the answers you need. Plus, jim responds to your tweets jimcramer madtweets. And your emails just ahead. All coming up on mad money. 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. Here on mad money we ordinarily only talk about publicly traded companies. After all, this is a show thats all about helping to try to make you money in the stock market. But lately theres a lot of innovation happening at private companies, companies that are doing really cool things. And you know what i . Dont want you to be behind the curve anymore on a big idea just because there isnt yet a way to trade it. Thats why i want to introduce you to biolite. Its a private company with an ingenious product. Biolite makes a little portable woodburning camp stove that not only cooks your food in a way thats clean and safe as petroleum, petroleumbased fuels, but i think this is huge. The energy from the stove can also be used to charge your cell phone or other electronic devices. Can you imagine the millions of people in the northeast that were without power and gasoline in Hurricane Sandy had these camp stoves handy . The blackout would have been a lot more pleasant and i wouldnt have had to worry every minute that my phone would die, which was really my chief when i was trying to do this phone downtown. My phone kept dying. Plus of course there are billions of people in the developing world who dont have access to power but they do have access to cell phones that need charging and they cook using woodburning fires every day. Which is why biolites also testing a large stove for homes that produce electricity. This is an amazing invention and i think it could change the lives of billions of people. Which is why im thrilled to have biolites ceo and its chairman here with us tonight to talk about the revolutionary products. Mr. Sear, mr. Levy, welcome to mad money. Thanks very much. Good to see you. Good to sigh. Okay, guys, youre from brooklyn. Youre doing this device. This device could change the world. If you were a publicly traded company wed have to talk about hows the quarter no. I just want you to walk me through how you came up with it, what it does, and what it did in Hurricane Sandy because that was an amazing story. Great. Sure. Absolutely. So biolite stoves as you mentioned are woodburning stoves that generate electricity from the heat of the fire. This yellow part here is an electrical generator. Its kind of like a solar panel for heat instead of light. It plugs into the stove. You set it up. You dumb a bunch of twigs in it. And you light them on fire. And when the fire is hot, you can plug your phone in. Right. Im going to plug my phone in now. Because my phone needs charging. This is a cool thing. There we go. Thats 75. It will be at 100 very shortly. Here we go. If we want to, we can put an l. E. D. Light in here and you can see that were generating light. So in a lot of places this is what people need. They need small amounts of electricity to do really practical things. Right. So sandy, i had out of gasoline. Right. No grid is working. People needed this, right . Not only that, but right near our office in dunbar we had water that was pouring through. The National Guard came through to help people out. We made coffee for them, tea for them. We charged all their cell phones. And we did this all over new york. We did it downtown. We did it in Washington Square park. All over. And then we started distributing the stoves to people in the rockaways. So they could do this at home. Okay. Great service. Now, everybody on our crew who has seen this immediately wants to buy one. Because they all want to put it, set it in their trunk so if you go camping you can be able to charge your phone and your ipad. Are they available yet . They are available. Theyre for sale through our website, biolitestove. Com. We have sold tens of thousands of them this year. And then next were well be in wholesale locations in the u. S. And about ten countries internationally. R. E. I. And Eastern Mountain sports, that kind of thing . Yeah. Companies like that. Weve shipped these to now 70 countries around the world. And if you go onto our site or go on to youtube youll see all the videos people are making about how theyre using them in every language you can imagine. Lets talk emerging markets. Those people i talked to somebody who came back from cambodia. They said its the strangest place in the world, everybody uses woodburning fireplaces, its the most dangerous thing, theyre polluting the sky, but thats all they have. And they also have cell phones. But theyre nowhere able to charge them. I was in kenya not long ago and i was in a rural village, People Living in traditional garb. I said how many of you have cell phones . Every one of them have it. I said wheres the electricity . 15 kilometers away. And when they walk there they pay 25 cents to get their cell phone charged. So this would be the answer. Right. Not only that, but also its a much cleaner burn. Youll see with these fires that theres no smoke coming out of it. Most people in the developing world are cooking indoors and theyre generating tremendous amount of fumes. Theyre actually killing three times as many people as who die from malaria, and we get rid of 95 of the smoke. So its much cleaner. We use less wood. And we can give them electricity. So i spent a lot of time thinking about apple. Everybody does. Apple down another 14, up 50. People worry about apple because is it doesnt have an omg factor. Thats the word. When you show this around, do not people just jaws drop, right . Well, its amazing. Especially our customers are our best advertisers, right . Theyre the people who are posting hundreds of youtube videos. But its the psalm thing in emerging markets. So we go to do a demonstration in india, and really cooking is traditionally a womans task in those communities and we have the men pushing to the front and center of the circle because they want to charge their cell phones. So it creates this really Great Dynamic where at one time its a Health Intervention thats hopefully going to save a couple million lives every year, but the draw is for the same commercial reasons that we would want to have them here. Now, i would want one of these in my trunk, right . Right. Little plastic bag. If i ever got in a jam at the side of the road, id stay warm and charge my phone. And not only that, its ondemand energy. We think of it as energy everywhere. On demand energy. Because here we are. Its a rainy day. If we had a solar panel, what would happen . Its not working. But were generating electricity and youre charging your phone right now. So you have the patents. What do you have . What do you own about this . Sure. Absolutely. So we do have patents in the u. S. And in asia, africa, and europe. But in addition to that we have an Incredible Team of engineers and scientists who are not only developing cook stoves but a whole range of energy technologies. And so where we really see our role as a company is in providing personal Unemployment Rate<\/a> dropping to 7. 7. I thought it might be 8 . And all this despite the effects of Hurricane Sandy<\/a>. Who knows how high we could have been if it werent for that darn hurricane . Yet the market barely blinked. Yet the potential layoffs if we go over the cliff make these rearview numbers seem almost irrelevant to the market. Hence the mixed performance of the averages today. Sure, dow gained 81 points, but the s p barely budged, edging up 29 . And the nasdaq actually declined. 38 , led once again by the slip sliding away apple, which you know i like, but how many times during a particular show can i say i like it . So with that in mind, whats the game plan for next week . First off, perhaps the most important day of the week is monday. But not for any earnings. Not for any releases. Thats when we process the results of the weekend talk shows, which you now have to watch as if we were instead of watching, you know, college gameday, im watching like some of those other news stations and then of course sunday morning whoever you dont even Pay Attention<\/a> football Means Nothing<\/a> now, right . Its all this. Last week we saw the positions harden on both sides of the aisle. The market didnt like it. We will watch meet the press with David Gregory<\/a> and the others to gauge the real opportunities for a deal. Is the administration out to break the pledge republicans made to never raise taxes on the rich as per major domo grover norquist, who rivals the congressional leadership control over the very thought patterns of those who signed his pledge. Grovers bound to go after republicans with impure thoughts who are being seduced, i heard these words myself on meet the press, by the democrats. Well, of course i was sitting about three feet from him. I wonder, are there enough members of the gop who study higher tax pornography with that seduce stuff . Maybe this weekend have the impure thoughts thing we ought to call oldtime Supreme Court<\/a> Justice Potter<\/a> stewart. I will know it when i see it. Sometimes i feel bad for the speaker, speaker boehner. Hes caught between the elected obama and the unelected norquist crossfire. Theres not a lot of room to maneuver in that space. Tuesday weve got two big investor meetings. First theres dell world. Dell world . I like kirbys fourth world. Theres dell world. Is the risk taken out of this one now . Its down so low. Or does it even matter . Deleveraged buyout as goldman hinted in its sellbuy research upgrade this week . Second, theres a how many times can you tell us that monster drinks arent any worse and may actually be better than a cup of joe from starbucks . Let us count the ways that this Analyst Meeting<\/a> slash lovefest, they will tell you that theres no better way to preserve your heart than to drink a taste of monster every morning. Now, analysts will be plenty hopped up when they come out of this meeting because theyll be recommending this stock in highspeed fashion. Next on wednesday were going to get the results from joy global. Heres the company that has the best read on chinese growth of all the companies i follow. In fact, joy global called the bottom in the slide over there by analyzing data on chinese electricity use. Cant be jiggered. People think this is an original equipment business, but ive got to tell you once again were going to hear from the straightshooting ceo Michael Sutherland<\/a> that maintenance is more important. Maintaining it is the equivalent. Im going to listen to what he says about india. We dont talk about india enough. They are like coal junkies over there. Its like get me the kingsfords. After the close wednesday we hear from restoration hardware. Weve all been gaga lately for housing plays but this one seems to be overlooked. I urge you to take a fresh look at the restoration ahead of the quarter because i think the comps, so to speak, ethan allen and williamssonoma, have been very strong. I like when Companies Just<\/a> came public because they give you the first numbers. They tend to be good ones. Very rarely do you get a real stinker right out of the chute. Speaking of housing plays, cramer fave pier 1 comes out on thursday morning. Will pier one continue to deliver . Did sandy hurt them . Theyve got a lot of stores in the northeast. Probably want to know that. Right . They sell a lot of seasonal merchandise. Thats where i get my turkey napkin holders. You know those Little Things<\/a> that theyll let us know. Weve been behind pier 1 ever since alex smith turned it around and then he went out of the niners and they pulled no, its a different alex smith. This is a british one. I bet this time will be no different. I think pier 1 delivers. Then telco equipment maker ciena reports thursday morning. Spending by the big firms, att, verizon, sprint, it has been inordinately geared toward cell phone towers and not only optical and software buildup. The starting weve seen in this group which includes juniper and even cisco tells us we should be worried about little ciena. Even a fellow optical traveler had good things to report this week. Stay away. Also we list a number of important analysts meetings on thursday. Remember we told you to by the starbucks, that was a really good trade. Okay. Weve got cvs caremark. I think thats going to be a very interesting session. Cvs. Right . You use them. Sorry, i didnt mean to cross out cvs. I meant to highlight cvs. Phillips 66. Get your kicks from that Analyst Meeting<\/a>. And united technologies. Cvs is the cheapest and best drugstore play p i would be willing to buying ahead of the meeting, particularly if you have a little fiscal cliff panic before thursday. Which persons going to come on wednesday and create the buying opportunity for cvs . Phillips 66 reminds us how smart it was to break up the old Conoco Phillips<\/a> and perhaps put some focus on how hess could be next. United technologies will give us aw fiscal cliff update and a sense of how aerospace is doing now that goodrich, a premium supplier to aerospace, is part of the family. On friday scotts miracle grow. Endless excuse making for missed quarters. Can they explain the poor execution . Ill listen, but frankly i doubt it. Also on friday we get november Industrial Production<\/a> and Capacity Utilization<\/a> numbers. Did november really matter or was it all sandy . I think prices were stagnant. But i want to try to figure out whether the new boom in cars and homes could impact Industrial Production<\/a> and Capacity Utilization<\/a> no matter what. Im trying to understand the unemployment number today. After these numbers that we get now, after those were going to be officially on recession watch going forward, meaning that we expect all the good numbers to kind of lets say peter out because of the fiscal cliff and what its doing for hiring, or the lack of it. And speaking of the fiscal cliff, let me say to washington, no vacation without legislation. We will be virtually monitoring airports to see which legislators are leaving town now that the vacation is supposed to begin. You know what . If we dont have a deal by this vacation, or a pledge not to go away, then the odds go to down to 5050 that well get one before the end of the year. And then we may only get one when people look at their takehome play and have a collective bout of nausea from a recognition that there was a fiscal cliff all along and we were just pushed over it. Thats how much your paychecks going to shrink. Heres the bottom line. Lets hope for the best that our politicians move in the right direction. Something we can see as early as sunday morning when they appear on the Major Political<\/a> talk shows like meet the press. But well be preparing for the worst. The house of pain that our lawmakers go home for the holidays, meaning we will likely go over the cliff and nothing will be done about it until after taxpayers actually feel the real pain. Lets go to r. W. In nevada, please. R. W. Caller jim, a big fan of yours. Thank you for helping people like me. I appreciate that. Thats why i do the show. How can i help . Caller ive had dole stock since its september high. And now that David Delorenzo<\/a> is leaving and selling his packaged goods and asian Fresh Produce<\/a> to japan, whats your take on the stock . Yeah, i saw the change in management. And ive got to tell you, i continue to think its a good story to hold. I know that people feel that somehow its going to be magic. jimcramer on twitter i immediately saw a ton of things about isnt this it, now that murdochs returning to chairman and ceo . No. Murdochs a great businessman whos getting up in years. I think you own the stock because the Business Models<\/a> good. And i like fresh fruit. Lets go to bob in california, please, bob. Caller booyah, jim. Booyah, bob. Caller whats wrong with fan in its down again today after their decent earnings report. Is there a possible the new ceos performance causing a wait and see attitude in spite a spectacular performance in sales and profits . Unusual in many Retail Stocks<\/a> to see many new store openings and healthy profits going on simultaneously. Fran seems to be able to do it. I know. You know what . Heres what were going to do with fran, because i read the numbers, like you, i saw because i wasnt on the Conference Call<\/a>. But i read the numbers. I said better than expected top line, better than expected earnings. How much will the stock be up . And the stock was down. What that means is i owe you an explanation and i will come up with one for fran next week. Hope for the best. But when youre dealing with washington, prepare for the worst. Pay close attention to the talk shows on sunday and the roundup monday. Only washington would listen. Heres my call to you. No vacation without legislation. Mad money will be right back. Announcer coming up, the wow factor. Innovation. Its what drives our economy forward. And tonight cramers got his eyes on a solution to a lifealtering problem. Whether youre stranded after a storm like sandy or one of the billion people in the world who dont have electricity, this device lets you create your own power. Dont move. Youve got to see this. And later, data and dollars. As Companies Head<\/a> to the cloud, the business of big data becomes all the more crucial. Cramers found one stock at the center of finance and figures that could be attracting some potential suitors. The takeover talk is just ahead. Plus were going to do some work on this. Announcer you sent cramer back to the books. Now hes got the answers you need. Plus, jim responds to your tweets jimcramer madtweets. And your emails just ahead. All coming up on mad money. 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. Here on mad money we ordinarily only talk about publicly traded companies. After all, this is a show thats all about helping to try to make you money in the stock market. But lately theres a lot of innovation happening at private companies, companies that are doing really cool things. And you know what i . Dont want you to be behind the curve anymore on a big idea just because there isnt yet a way to trade it. Thats why i want to introduce you to biolite. Its a private company with an ingenious product. Biolite makes a little portable woodburning camp stove that not only cooks your food in a way thats clean and safe as petroleum, petroleumbased fuels, but i think this is huge. The energy from the stove can also be used to charge your cell phone or other electronic devices. Can you imagine the millions of people in the northeast that were without power and gasoline in Hurricane Sandy<\/a> had these camp stoves handy . The blackout would have been a lot more pleasant and i wouldnt have had to worry every minute that my phone would die, which was really my chief when i was trying to do this phone downtown. My phone kept dying. Plus of course there are billions of people in the developing world who dont have access to power but they do have access to cell phones that need charging and they cook using woodburning fires every day. Which is why biolites also testing a large stove for homes that produce electricity. This is an amazing invention and i think it could change the lives of billions of people. Which is why im thrilled to have biolites ceo and its chairman here with us tonight to talk about the revolutionary products. Mr. Sear, mr. Levy, welcome to mad money. Thanks very much. Good to see you. Good to sigh. Okay, guys, youre from brooklyn. Youre doing this device. This device could change the world. If you were a publicly traded company wed have to talk about hows the quarter no. I just want you to walk me through how you came up with it, what it does, and what it did in Hurricane Sandy<\/a> because that was an amazing story. Great. Sure. Absolutely. So biolite stoves as you mentioned are woodburning stoves that generate electricity from the heat of the fire. This yellow part here is an electrical generator. Its kind of like a solar panel for heat instead of light. It plugs into the stove. You set it up. You dumb a bunch of twigs in it. And you light them on fire. And when the fire is hot, you can plug your phone in. Right. Im going to plug my phone in now. Because my phone needs charging. This is a cool thing. There we go. Thats 75. It will be at 100 very shortly. Here we go. If we want to, we can put an l. E. D. Light in here and you can see that were generating light. So in a lot of places this is what people need. They need small amounts of electricity to do really practical things. Right. So sandy, i had out of gasoline. Right. No grid is working. People needed this, right . Not only that, but right near our office in dunbar we had water that was pouring through. The National Guard<\/a> came through to help people out. We made coffee for them, tea for them. We charged all their cell phones. And we did this all over new york. We did it downtown. We did it in Washington Square<\/a> park. All over. And then we started distributing the stoves to people in the rockaways. So they could do this at home. Okay. Great service. Now, everybody on our crew who has seen this immediately wants to buy one. Because they all want to put it, set it in their trunk so if you go camping you can be able to charge your phone and your ipad. Are they available yet . They are available. Theyre for sale through our website, biolitestove. Com. We have sold tens of thousands of them this year. And then next were well be in wholesale locations in the u. S. And about ten countries internationally. R. E. I. And Eastern Mountain<\/a> sports, that kind of thing . Yeah. Companies like that. Weve shipped these to now 70 countries around the world. And if you go onto our site or go on to youtube youll see all the videos people are making about how theyre using them in every language you can imagine. Lets talk emerging markets. Those people i talked to somebody who came back from cambodia. They said its the strangest place in the world, everybody uses woodburning fireplaces, its the most dangerous thing, theyre polluting the sky, but thats all they have. And they also have cell phones. But theyre nowhere able to charge them. I was in kenya not long ago and i was in a rural village, People Living<\/a> in traditional garb. I said how many of you have cell phones . Every one of them have it. I said wheres the electricity . 15 kilometers away. And when they walk there they pay 25 cents to get their cell phone charged. So this would be the answer. Right. Not only that, but also its a much cleaner burn. Youll see with these fires that theres no smoke coming out of it. Most people in the developing world are cooking indoors and theyre generating tremendous amount of fumes. Theyre actually killing three times as many people as who die from malaria, and we get rid of 95 of the smoke. So its much cleaner. We use less wood. And we can give them electricity. So i spent a lot of time thinking about apple. Everybody does. Apple down another 14, up 50. People worry about apple because is it doesnt have an omg factor. Thats the word. When you show this around, do not people just jaws drop, right . Well, its amazing. Especially our customers are our best advertisers, right . Theyre the people who are posting hundreds of youtube videos. But its the psalm thing in emerging markets. So we go to do a demonstration in india, and really cooking is traditionally a womans task in those communities and we have the men pushing to the front and center of the circle because they want to charge their cell phones. So it creates this really Great Dynamic<\/a> where at one time its a Health Intervention<\/a> thats hopefully going to save a couple million lives every year, but the draw is for the same commercial reasons that we would want to have them here. Now, i would want one of these in my trunk, right . Right. Little plastic bag. If i ever got in a jam at the side of the road, id stay warm and charge my phone. And not only that, its ondemand energy. We think of it as energy everywhere. On demand energy. Because here we are. Its a rainy day. If we had a solar panel, what would happen . Its not working. But were generating electricity and youre charging your phone right now. So you have the patents. What do you have . What do you own about this . Sure. Absolutely. So we do have patents in the u. S. And in asia, africa, and europe. But in addition to that we have an Incredible Team<\/a> of engineers and scientists who are not only developing cook stoves but a whole range of energy technologies. And so where we really see our role as a company is in providing personal Scale Energy Access<\/a> thats affordable and safe and reliable. Talk about affordability. How much is this . These stoves are 130. Okay. Now, you are in brooklyn, new york. But you dont make these here, right . We dont. You have a factory we manufacture we manufacture in asia. And then but its all based on the designs and the engineering of the team right here in new york. Now, ive looked at this in the videos. How long does it take me to make a pot of tea . Four minutes. It takes us four minutes to boil a liter of water. Thats it. Four minutes . Four minutes. Well, guys, look, it is omg. Im thrilled you that came here. This is jonathan cedar. Okay . And john levy. Biolites chairman and ceo. Thank you so much, gentlemen. Thank you. Stick with mad money. Announcer coming up, data and dollars. As Companies Head<\/a> to the cloud, the business of big data becomes all the more crucial. Cramers found one stock at the center of finance and figures that could be attracting some potential suitors. The takeover talk is just ahead. Just because were stuck in a real tough environment right now with that darn fiscal cliff deadline looming, three weeks away, our political leaders getting absolutely nowhere buy buy buy sell sell sell it doesnt mean we stop searching for opportunities to make money. Even in the most dismal markets there are always stocks that have the ability to go higher. Just got to find them. Takes a lot of work. One ive been doing a lot of work on, its called dst systems. Dog sam tom. Now, dst is not a great business. Hmm. But i think it could be a terrific stock. The reason . I see number signs suggesting that dst could be preparing itself for a sale. And if not, it sure as heck should be. But even if dst doesnt get bought out, it has a fabulous story. Its a tale that weve repeated over and over again. Its one thats made big money in a number of stocks for us. See, dst, which is just a terrible name for a company, but thats what they call themselves, is a company where the whole is currently worth a lot less than the parts. Now, in recent months dst has started to get aggressive about selling off those parts in order to unlock this hidden value. Thats one of the reasons why i think it could be preparing itself for a transaction, and i think they could keep selling all these spare parts until only the core business remains. Do i have you intrigued . Now we can talk about what this company is. Let me explain. Dst systems is kind of like a cats and dogs company. No insult to petsmart, which is a real cats and dog company. Dst provides in the core Business Information<\/a> processing and software services. Mainly to Financial Firms<\/a> like mutual funds and brokers. And it also has a Smaller Division<\/a> which does billing statement printing and Mailing Services<\/a> for all sorts of businesses. But especially telecom and health care companies. On the financial side, brokerdealers outsource their Mutual Fund Accounting<\/a> services to dst, which is by far the largest player in this. Theyve got 50 market share. The Company Provides<\/a> transfer Agency Services<\/a> to more than 181 million shareholder accounts. However, this financial business, its been in decline for several years now. It was down 12 in 2011. Expected to shrink by another 9 this year. Though this division is expected to stabilize in 2013, hence why im willing to do this piece. And even though dst has had a tough couple of years this side of things still throws off a ton of cash. But the real reason i like dst is because the company has a substantial portfolio of investments that really have nothing to do with that business. They dont get nearly enough credit for these holdings. Why should they . They have nothing to do with the business. Dst has a large stake in state street, the custodial bank. They have significant real estate holdings. Major investments in private equity funds. And some direct investments in private companies. When you add up all these disparate assets on top of the core business you get a sum of the parts valuation for dst thats worth a heck of a lot more than the current 62 and change share price. Credit suisse says the sum of the parts is worth 75 or a 21 increase over where the stock is now. Stern a. G. Just upgraded the stock today. Again, i would not recommend stocks unless the fundamentals are good before i ever say they can be taken over. Stern a. G. s got a very conservative analysis. It pegs some of the parts at 71 a share. Thats still 14 more than the current price. So its kind of like a floor. All right . Because know that theres value to the assets. Yes, theres real value that can be unlocked. I strongly believe that it will be unlocked. And heres why. Dst has already started selling off some of its noncore assets. They sold its stake in the Computer Share<\/a> last quarter. They just unloaded the position in Euronet Worldwide<\/a> for 45 million last week. These are some of the assets when i was first working on this i thought i cant get that much for it. This may be the first steps to taking dst private or maybe selling it to an acquirer. You sell off the noncore assets, sell off the printing and mailing business, which as an industry is way too competitive. And youre left with a pure play Financial Services<\/a> company that a private equity buyer might find very attractive. Or a Financial Services<\/a> acquirer might be intrigued by. Given how little growth there is right now in Financial Services<\/a>. Not only that but i think dst could be a motivated seller, meaning the people running this conditioner seem like theyre willing to sell, even eager to sell this whole darn thing. Longtime ceo tom mcdonald, guy thats worked at this company for more than 40 years, he stepped down in september. Hes 65 years old. But hes staying on as chairman of the board. And he owns 1. 7 of the company. Meanwhile, theres another board member, george aguires, hes 72 and he owns 22 of the expect to me these guys seem like they might want to cash out. Possibly before the end of the year so they can avoid paying higher Capital Gains<\/a> tax rates which we will see if we go over the cliff or the president gets his way. A lot of experience in the Financial Services<\/a> side of things. Hes exactly the guy you bring in if you want to sell off dsts cats and dogs assets in order to turn into a pure play in the financial industry. Third i bet the cash flow thats dsts Main Business<\/a> as well as all the easily monetized noncore assets would look really attractive to a private equity firm. And even if dst systems doesnt catch a bid this company has gradually been taking itself private for years. Do you know this company has bought back an astounding 60 of its outstanding shares in the last decade. 40 just since 2006. Remember i tell you most buybacks are illusory, they dont really matter . Not this one. Heres the bottom line. Dsts fundamentals are stabilizing and the company has given a number of signs that it could be preparing itself for a sell sell sell if dst catches a bid, i think this stock could easily go to 75. Talk about a quick 21 gain. And even if it doesnt, the companys already set itself on a path of unlocking its hidden value, something that should drive the stock higher even if the Company Stays<\/a> public. As usual, i would not recommend a stock on the basis of its takeover value. Its got to be worth something on its earnings on its own. In this case dsts finally ready to meet the numbers the exact same time that its worth much more in the private market than it is in the public one. I need to start with celeste in connecticut. Celeste. Caller hi, jim. From connecticut. Firsttime caller. Im excited. Thank you. Caller back in january you said you like catamaran, ctrx, when it was under its old name, xsa, up 72 . Thank you so much. I heard it just signed with target. So how does that look . Is it a hold or a sell . No, i dont think its you own it. I know its up a lot. So i understand it is hard to taking Capital Gains<\/a> if Capital Gains<\/a> go up. But i like the pharmacy benefits business. I also like cvs, reports next week. I want you to stay in this. I think its a really, really good company. Im glad that you bought it on our recommendation. Lets go to sylvia in florida. Sylvia. Caller hi, jim. Its so great to hear your voice. Im a regular. Thank you. Caller and i have a question for you about ibm. Ive owned it since the beginning of the year and its gone down significantly. Although today its gone up just a bit. And i understand that the company is changing what they give to the employees for their 401 k interest. Is that going to be a negative for the company . No. Sylvia, were fine. Ibm, we started we owned it for a long time for actionalertsplus. Com, my Charitable Trust<\/a>, sold it after it had a big run. Now buying again. Steph ewing, codirector with me, we both think this is one of the cheapest stocks out there. Dont forget, Warren Buffett<\/a> agrees with us. You know i never recommend stocks on this show on takeover rumors, but i think theres more to dst. Its unlocking its value, even if it doesnt catch a bid. I think it is work a lot. Dog sam tom. Dst. Dont move. Lightning round is next. Announcer coming up were going to do some work on this. Announcer you sent cramer back to the books. Now hes got the answers you need. Plus, jim responds to your tweets jimcramer madtweets. And your emails. Just ahead. Ico it is time. Its time for the lightning round. Say the name of the stock, i tell you whether to buy buy buy or sell sell sell. Play until you hear this sound [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round on cramers mad money. Start with phillip in mississippi. Caller booyah from biloxi, the gambling capital of the south. Agreed. Caller here is the stock. Pdce. Pdc energy. Good oil and gas company. Marcellus shale operations. Utica where we went to with chesapeake. Buy buy buy lets go to randy in my home state of new jersey. Randy. Caller hi, jim. Booyah from the u. S. Airways in philly. Good to have you on the show. Whats up . Caller i want to know what you think about finesar. People thought the quarter was good which is why its had the great rounding pattern. Starting to go up. In general, i dont like that group that much because i dont like the companies who are their customers. Theyre not paying up. Lets go to ali in pennsylvania. Caller babababooyah jim cramer from your home town philly. Get out of town, man. Weve got a big game, going to beat the bucs. Whats up . Caller no one wants to talk this but unh, United Health<\/a> group. Ill see unh and go with aetna. Could close the coventry deal. Lets go to tom in new jersey. Tom. Caller big jim, how are you tonight . Couldnt be better, thank you. What about you . Caller great. A big Montclair State University<\/a> booyah to you. How about the High School Championship<\/a> go to the championship tomorrow. Coach liberato at the meadowlands 4 00 be there, booyah. Caller hovnanian, long . No. Not going to buy hovnanian. Not when Toll Brothers<\/a> has an unbelievable quarter and cant lift. Rob in new jersey. Caller hi, jim. A sexy booyah to you from new york city. I love you and everything that you do on your show, and i subscribe to everything you have. Yes thank you caller youre welcome. A few months ago you mentioned merrimack pharmaceutical, mrck, as a good biotech stock. Im in at age 50. What is your opinion i think you have to buy more. I feel very good about that. Remember, these specs dont necessarily pan out, but i do believe in merrimack, and i would urge you to stick with it. Im going to rick in kentucky. Rick. Caller rick in louisville, kentucky, home of the kentucky derby. Race horse booyah. Sweet. Caller my question is a Retail Company<\/a> opened up location close to me. I think its the best location in the city called cabelas. And to me that store is like a disneyland for grownups. I totally agree with you. Unfortunately, theyve had a spate of warm weather. Its a cold weather stock. As they told you in the Conference Call<\/a>. But i do think cabelas is terrific. It may not explode yet but i think cabela is very good. And i totally agree with you. Theres not much as fun as going to a cabelas. Now were going to go to mark in pennsylvania. Mark caller hey, cramer. Secondtime caller, mark from wayne. Oh, wayne. Love it. Whats up . Caller how about that i think that that has now surprised annaly. Remember with the fiscal cliff it is going to be difficult to figure out what these stocks are going to do from here. And that, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by ameritrade. Tweedy tweedly dee cisco, broadcom, and santander. I wanted to leave squawk on the street because they offered me three mani pedis in a half day but i didnt know what it is so i stayed and did the job. Thats a stock joke. I think were probably okay. I dont want the hollywood censors to crack down on me. Whoo and now jim cramer explains twitter. jimcramer on twitter, 600,000 followers. Thanks for tuning in to this weeks edition of jim cramer explains twitter. Lets go to art, also from my home state of pennsylvania. Art. Caller im a recovering eagles fan now living in steelers country. I told you last week about 360 on the lightning round. Yeah. Sorry. I did have to momentarily wipe the tear from my eye. Whatevers going on with the eagles is just well, they went off their own sports cliff. Lets just put it that way. Were going to hear from one of my absolute favorite companies. That company is starbucks. When the company has its biannual, annual analyst day. Cant have a biannual annual. Let me start again. [ bleep ] im still paying 5. 07 for my triple cappuccino each morning from the stock exchange. Want one . Just ask for the cramer. Theres an awful lot of coffee in brazil. This deals become a real hot button with the short selling community. Smells good to me. Its the millennial semibiannual annual now, that could be a good week that was. She also likes to ride her bike. She knows the potential for making or losing money can pop up anytime. Thats why she trades with the leader in mobile trading. So shes always ready to take action, no matter how wily. Or weird. Or wonderfully the markets behaving. Which isnt rocket science. Its just common sense. From td ameritrade. If we want to improve sense. Our schools. What should we invest in . Maybe New Buildings<\/a> . What about updated equipment . They can help, but recent research shows. Nothing transforms schools like investing in advanced teacher education. Lets build a strong foundation. Lets invest in our teachers so they can inspire our students. Lets solve this. Before we answer your tweets its time to go over some homework were stockpiling here. On the last day of November Kelly<\/a> in pennsylvania wanted to know about micro systems, symbol mcrs. I sawed id get back to her because i was surprised the stock was doing so poorly. The leading developer of Enterprise Applications<\/a> serving hotels, restaurants, retailers. The Company Provides<\/a> complete Information Management<\/a> solutions by simplified the Cash Register<\/a> linking it back to the office. Leading it back to the back office i should say. At first glance micro seems rather cheap, 15 times next years earnings with a 15 growth rate. Hold it. Given the fact that the company has 7 in cash, its not cheap. Its extremely cheap. Plus we like the new ceos strong Computer Services<\/a> background. Now, the business seems to stabilize if the stock is down 11 for the year, which gives you a nice entry point. Buy buy buy now, if you buy this one, do it with your eyes peeled for lower prices if case we go over the fiscal cliff. I almost need to do that a boilerplate warning for everything. Fiscal cliff, the stocks he going to go lower because all stocks are going to go lower. But you can pick at micro systems for weakness. Kelly in pennsylvania, this is the best idea a viewer has sent in in a very long time. Another great one. Raymond in florida wanted to know about xylem. The company, symbol xyl, not to be confused with the xylem with us a key part of the anatomy of plants which you may have learned when you were smoking that a. P. Biology exam. Now, raymond discovered that xylems equipment was involved in pumping out the flooded brooklyn battery tunnel. 11 feet of water in that thing after superstorm sandy. I postponed giving him an answer because i hadnt looked at this Company Since<\/a> it was spun out from itt last year. I always knew they had this great plumbing pipe division. Xylem is an exciting pure play Water Company<\/a> with products involved in the transportation, treatment of water. Is there a way to play water . Im using xylem from now on. This one sells water and waite water pumps along with filtration, disinfection, and biological treatment equipment primarily for utilities. Stocks only up 3 for the year. But theres a reason. Theres always a reason when the good ones arent working. Right . Always a reason. And the answer is europe accounted for 37 of sales. The house of pain. Yeah. Thats last year. So were concerned the weakness over there will dampen any positive effects from sandy. The president s asking for a huge ton of money now for sandy. If you want to own xylem i think you have to wait for a pullback maybe down to 24. Thats a couple bucks below where it is now. But i am intrigued by this one. Intrigued for certain. Another great idea from the people who watch this show. And call it. Last night kenny in illinois, he asked me what i thought about private bancorp. Pvtp. A Regional Bank<\/a> that operates in the u. S. , also some exposure to atlanta and colorado. Its up 40 . A bank stock. Thanks to improving credit quality and an exit from the banks tarp overhang via an equity raise. What should we do with private bancorp before the fiscal cliff . I think the positives are clearly baked into the stock right here. This bank could do really well in an environment of rising interest rates, but the fed has made it very clear that rates will stay low until at least 2015. So you know what . Lets take a pass on that one. Lets do some tweets. Thank you, viewers, for making it so that i have more than 600,000 followers. Thank you very much. Happened just the other day. Lets take our first tweet from nfalex who says whats your take on its the old part of kraft. The stock price has been trading down since the old spinoff. It drives me crazy when stephanie link and i buy for the Charitable Trust<\/a>. The Charitable Trust<\/a> follows stocks. You can follow along with actionalertsplus. Com. And they dont immediately pop. This is the p. M. Of Philip Morris<\/a> when altria split. Its the fastgrowing snacks business overseas, its going to be great. Now heres the problem. It acts terribly. So wa you can say is therefore its bad or you can do the homework like we did, recognize weve got a terrific restructuring, recognize its going to have great growth, and you buy it and be a little patient. It is not going to run to 30 anytime soon. But p. M. Didnt run to the 90s immediately either. And altria was stuck at 50 or 60 before it doubled. Now, our second tweet comes from t underscore nathan 95. He says is it time to ring the register on j j or keep holding . Same question with epd, enterprise product partners, booyah. When i see these it drives me crazy. Why would you ring the register . Did something happen . Did the thesis go bad . Are there fact changes . J j is a company i think can split up and immediately go to 75, 80. And i think it will. And ive got to tell you something. Theres no way you should sell epd. Thats got one of the best, safest yields, and buy buy buy id be a buyer. Mad moneys back after the break. Announcer keep up with cramer all day long. Follow jimcramer on twitter and tweet your questions. Madtweets. Who, who might i ask is really doing well in retail . Ive heard the latest out of macys, walmart, kohls, and last time on mad money ascena. Dont laugh. Courtesy of acquisitions. We know things have gotten real tough, like no thanks. My feeling is with the fiscal cliff looming to the point where its now mainstream that your takehome pay is going to be reduced by a shocking amount in one month if theres no deal. Things aint getting better. Which is why this lulu lemmon number yesterday was astounding. Its so astounding. We have to go through the usual rigamarole to see it, though. First they had a spectacular 18 comparable samestore sales gain. The stores last year, they beat them by 18 . The best ive seen from any company that has hit my eyes in the last three months. By the way, thats coupled with some terrific gross margins. It looked like it was enough to send the stock to the low 70s instantly from the high 60s before it reported. But the downbeat high singledigit comp store projections, mentioned later in the earnings release, stopped the elf in its tracks, reversed it, and the stock dropped to the mid 60s almost instantly, again, all before the market was open. And there it lay until the Conference Call<\/a> began. On that call you realized very quickly five things about lulu that no other company has. First the runway here is simply gigantic. They have about 200 stores in the u. S. They could triple that if they want, maybe even more. Secondly, in the mens business, it was an afterthought. Now coming on strong even though its only 12 of the total revenues. The international ram subpoena just beginning. Frankly you think its going to be much bigger outside the united states. Lulu itself a real proselytizer for the activities for which its clothes are meant. Yoga. They have a great anecdote about what 457d in columbus, ohio after lulu lemon opened. A cornucopia of yoga studios opened afterward. It doesnt seem like a fad. It is remarkable what they teach you at a lulu lemmon. And fifth they have clean inventory. That means even if it appeals to those who are wealthy, the price points are ridiculous, i think, and they wouldnt have to take a lot of markdowns because they dont have a lot of inventory. Lulu is in an unenviable position that is shared by chipotle and whole foods. Its growing so much faster than anyone else that it gets a multiple thats tough to justify. 40 times next years earnings. 40. Thats because theyre deciding it might be inexpensive on a price to earnings multiple in the out years. Looks expensive now but in 2015 it will be cheap. Eventually that game ends. It did for whole foods when the large number made it possible for them to keep blowing away the estimates. And tended for chipotle with the rapid deceleration of samestore sales. Im telling you in the true fashion of my good friend herb greenberg, both could happen to lulu. 14 of its shares have been sold short. Shows you how the bears keep betting the momentum will stall and the stock will plummet. But that bet was unrequited this quarter because lululemon even at 10 billion has more going for it in a secular fashion, the strength of the Health Movement<\/a> with which its heavily identified, and the technology of the clothes. Technology. Which is regarded as unique and more innovative than any other clothier out there, including technologyladen under armour. The ardor continues, the shorts get confounded ander, once again the quick draw types who dont bother to wait until the Conference Call<\/a> get smoked to smithereens. Its not too late to buy lululemon. Stick with cramer. Announcer its a brutal fullcontact sport. From the time the whistle blows traders bracing for what could turn out to be a wild session. To the last play of the game. Markets absolutely getting hammered today. I know its not easy, but i promise to keep fighting for you. Announcer jim cramer. Leveling the Playing Field<\/a> for all. The road is a tough one. But the payoff can be your greatest win of all. Join mad moneys Training Camp<\/a> weeknights. [ male announcer ] what can you experience in a seat . Inspiration. Great power. Iconic design. Exhilarating performance. [ race announcer ] audi once again has created le mans history [ male announcer ] and once in a great while. All of the above. Take your seat in the incomparable audi a8. Take advantage of exceptional values on the audi a8 during the season of audi event. Why they have a the sraise your rate cd. Tonight our guest, thomas sargent. Nobel laureate in economics, and one of the most cited economists in the world. Professor sargent, can you tell me what cd rates will be in two years . No. If he cant, no one can. Thats why ally has a raise your rate cd. Ally bank. Your money needs an ally. Wanted to provide better Employee Benefits<\/a> while balancing the companys bottom line, their very first word was. [ to the tune of lullaby and good night ] aflac aflac [ male announcer ] find out more at. [ duck ] aflac [ male announcer ]. Forbusiness. Com. [ yawning sound ] bp has paid over twentythreebp billion dollarsnt to the gulf. To help those affected and to cover cleanup costs. Today, the beaches and gulf are open, and many areas are reporting their best tourism seasons in years. And bps also committed to america. We support nearly 250,000 jobs and invest more here than anywhere else. Were working to fuel america for generations to come. 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