S p climbing. The fed is not going to get in the way of a good holiday season. You know what . Heres something you can never do, you cannot fight the fed. And thats led to this bull markets continue rejoouf nation. I think next week the same getting closer and closer to year end. I have to remind you again that of the four times weve come into november up more than 20 in the s p 500, we have never been down for the combined months of november and december. Thats a big reason why earlier this week when the end of the world came out i gave you my whole story handbook on bull markets. All happy bull markets are the same. And you have to buy them on any weakness. No wonder tulsa was one of the few richest in his time. Whats your game plan for next week . First, on monday we hear from perhaps one of the most Impressive Companies i have dealt with in ages and it is called orkday. We spoke to coceo of workday and i was blown away by the ambitious nature of what his company is accomplishing. Theyre offering a cloud alternative to take care of all the Human CapitalManagement Companies need to do. Something currently the domain of oracle for many large enterprises. Workday saving Company Fortunes by handling payroll and Human Resources issues and expanding into a trojan horse model. Once its embedded for Human Capital and demonstrates proficiency, it can migrate to the actual financial portion of the enterprise. I think its going to have terrific success. Workday is the single most highly valued company we talk today in this past week. Its so expensive because they built people soft which did the same thing in a more Old Fashioned expensive noncloud way in what was a hostile takeover. So management knows how to do this stuff. Wooing oracle customers via a cheaper better suite of cloud based products. On a salesforce. Com platform i might add. Theyre trusted. And when they go up against oracle whenever an oracle contract ends i believe they win most of the time. One slip up though, one slip up when they report this quarter monday anything other than a beaten raise and this stock will indeed get hammered. Thats what happens when stocks are ultraexpensive. Its the chance you have to take if you want to bet on this company being the next oracle or sur planting oracle for that matter. Palo Alto Networks recently spoke with the ceo. He offered Network Security systems throughout many different enterprises. It too is highly valued. Some of the analysts were disappointed when the last quarter was reported. The company has a patent with juniper hanging over its head. Cyber security is here to stay and makes palo alto on a quarterly miss. The most important report we get comes on tuesday. And thats from the venerable Hewlett Packard. Yes, they will announce earnings that day and david faber and i will be talking to the ceo. This stock left for dead around this time last year now up a staggering 77 for 2013. I dont think its done. We talk of a bottoming personal computer sales. Taking a huge amount of debt to go private. We know Hewlett Packard has done a Ground Breaking deal with salesforce. Com to extend its cloud reach and extremely valuable printer franchise. We know the company boosted dividend recently. All this sounds pretty positive to me. I would not be surprised if hpq delivers a number higher, not lower. I like meg whitman, i think shes doing a terrific job. Unlike workday, it is not expensive and has a decent yield to fall back on if the company does indeed miss earnings or have the guided lower. Weve had so many retailers report this week that i dont know about you but im experiencing a bit of retail fatigue. The ceo of gap used that phrase and i liked it so i appropriated it. There are three retailers i like very much to put up good numbers next week. Tiffany, Cracker Barrel and dsw. Could there be anything more different than do people who go to Cracker Barrel wear tiffany and designer shoe warehouse shoes . Just a query. You can answer it on z box. Or something. Anyway, all these winners are either at or near their 52week highs with Cracker Barrel up an astounding 81 while tiffany and dsw both up 41 . Ive had all three post solid results. Dsw offering best shoes for less. Tiffany remains one of the best ways to play the strength of the high end consumer. As for Cracker Barrel its often found along the interstate. And with gasoline so low, i bet Cracker Barrel has a real good story that requires two spoons of crushed lipitor to be served in the coffee that always comes with it. We recently spoke to tivo. Remember that . Thought that guy was mr. Tivo. And heres a company morphed from being a litigation story to more of an earnings and partnership story. 1. 6 market capitalization, this is the cheapest stocks in the universe. I feel tivo might run up in the quarter. I think it represents great value. What else . Kind of rest of important Economic Data coming. Wednesday is a dull day typically, but look at this lineup. This is what i call a jam packed lineup. Okay. So weve got the initial jobless claims, durable goods orders, Consumer Sentiment and report all in one morning. Normally i wouldnt be sweating these but because of the holiday weve already thinned. Strong reports on two of these four, bond prices plummet and Interest Rates go higher. Thats what happens. On many preholiday ive seen these extreme moves because the market is so thin. 3 rates on a 10year cause i think the following will happen. I think we are i fear that short sellers will try to push bonds down betting the fed will have no ability to move them back up. Do not trifle with the fed short sellers. I know the fed doesnt want the yield on the 10year to go up. Im most worried about it jumping rates because the fed has what i call virtually unlimited fire power. Thursday, thursday is turkey day. I got some real bad news. Im not pardoning mine. Anyway, my sister and i are buying the traditional turkey from whole foods. We always do that wfm. And get this, were spach cocking. Google it. I know. My sister said were spatchcocking. Google it. I told coceo, last day of the week is black friday. And well hear the usual tails of woe even about retail as people are scratching and clawing to get the bargains so many need because times are still tough out of the great recession. The dow and s p 500 finished up 65 of the time while the nasdaq is down. 59 on average on that day and has finished up 70 of the time. In other words, its going to be a real good one if history is right. And i think it will be. So let me give you bottom line. When the traders sell the market down on wednesday and rising Interest Rates as i fear, the end of the world therefore surfaced. You mite want to buy some of the stocks of companies with terrific earnings monday and tuesday and otherwise would not be down at all. Can i go to kevin in virginia please . Kevin. Caller booya. Jim, thanks for all your guidance and wisdom you bestow upon us. My question is about viropharma. This is the sound of people run by a pharma in my recommendation. Enough said. Can i go to lyndon in florida . Lyndon. Hey, jim. I just want to thank you for breaking down the technicalities of the market for us. Laymens terms. Thank you. Thats the goal of the show. People ask me what do i want to do, i want to make everybody stronger by informing them. Kind of like a doctor. I want you to be the best patient possible. I dont want you to be a doctor, be the best patient. Whats up . Caller appreciate it, buddy. Listen, ive had back before the spinoffs and everything done really well with it obviously. And finally listen to you and my broker and took some off the top last year. And it was enough to dr portfolio and i want to say thanks, buddy. You are quite welcome. Caller how does Philip Morris look in the future . Im worried. Remember in new york city go by the people smoking outside the buildings and you always think to yourself, man, those guys are killing themselves. Guess what, the rest of the world has woken up to that too. I think everybody in the world is going to crackdown on smoking. I think pm is a sell, sell, sell. First time ive felt that this week. Next week, short one. Expect a pullback on wednesday. But use that to look at some of the companies that reported strength on monday and tuesday. And i want everyone to have a great thanksgiving. Mad money will be right back. Customer erin swenson ordered shoes from us online but they didnt fit. Customers not happy, im not happy. Sales go down, im not happy. Merch comes back, im not happy. Use ups. They make returns easy. Unhappy customer becomes happy customer. Then, repeat customer. Easy returns, im happy. Repeat customers, im happy. Sales go up, im happy. I ordered another pair. Im happy. both im happy. Im happy. Happy. Happy. Happy. Happy. Happy happy. I love logistics. The four horsemen of the big pharma apocalypse are back and theyre flying now. For weeks they had drifted lower, slowly. Under heavy pressure from an economy that looked like it was accelerating. Causing people to want to sell recession boost stocks as well as from the overheating of the biotech ipo market, which has just gotten out of hand with deal after deal going to a premium. Way too hot. As im a longterm believer in this group whos become accustom to the swoons, i thought it was opportunity to pick some up. Today that judgment was vindicated although its not too late to add your positions. Lets go over what happened that got these stocks going. First, we know that the fed is still very worried about economic weakness in this country. So they will fight to keep Interest Rates lower. At the same time the consumers strapped. As we know from the retail reports weve seen. And that kind of tepid deflationary economy money tends to gravitate toward whoever can grow the fastest. These bigger biotechs fit the bill. Second, yes, that economic world view does matter second host of the end of the year drug approvals particularly from europe. Consider in the last 24 hours alone weve had a ton of good news. Gilead got a market for supporting the pill for a hugely problematic condition. That put strength in the companys core hiv franchise causing analysts to boost numbers for this giant which many thought was going to slummer right into 2014. A European Panel approval for a drug to fight pancreatic cancer. Skeptics are being proven wrong. That along with negative chatter about some rumblings about toxicity problems has put a pep in the step. Which had been stalled in the 150s for quite a bit. Now, celgene is breaking out to new highs. I follow because i believe it can earn 15 a share in 2013. Yep, when you look at the out years, meaning more than just 2014, this company is even cheaper than pfizer, lily and bristolmyers. This stock jumped 20 points before the opening bell rang and continued to go higher because it got the nod for the new drug. Biotech is a funny animal here. I dont know anyone who wasnt close to this company. And we said on air repeatedly that didnt think the approval would come. But as often the case it still prompted a great deal of buying, perhaps from short sellers who thought the sector after starting the year strong had run out of gas. And rejen ron got a market for japan. Thats going to continue to help the company maintain its streak. Remember we had lynn on not that long ago. Given theres a new mandate to reduce bad cholesterol, i think this could spur a huge 2014 if the company can get that accelerated approval from the fda. Remember, from bio gen today, expected approvals can give big jumps. The four horsemen from the big apocalypse had been wandering in the wilderness. That stay looks to be over. I would buy all four even after these runs as thee stocks are going to be anointed as goto names for the rest of 2013. I need to speak to brian in washington. Brian. Caller booya, cramer. Wow, man, you are a player. Youre playing. Whats up. Caller hey, cramer, i would like to wish you of your team and pros on mad money the best of holidays. Happy holidays to you guys. Well, everyones coming to my house for thanksgiving. Not. Caller thats great. Unlikely. Caller jim. Yeah. Caller the rest of the country we have some Great Companies here in the northwest. Im looking at seattle genetics. Oh, man, i like that stock. We had on last night terrific. I absolutely think thats another stock that could rally into year end. Thats a great, great call. And thank you for those kind comments about me and my staff, whom i love and will be partying hardy at some point during the holiday season. Now go to anton in new york. Anton. Caller hey, jim, booya, first time caller in new york hanging out in sunny florida. You got a buy rating on it a few weeks ago, been real volatile. Had about a 12 market move yesterday. I own the stock. Little bit nervous about it. Well, i think you have reason to be nervous. The stock has moved up so huge. Ive been telling everybody, look, we recommend that stock at five and six, its going up so much Everyone Wants it to go back to 12 before they take any off the table. Take a little off the table. Its okay. Its okay. Taking a profit has never hurt anyone. As the year comes to an end, looking for a place to make your portfolio healthy, wealthy and wise, look to the four horsemen of the big pharma apocalypse. 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I mean, i got to tell you, that is really the only way to describe it. I dont think ive puzzled more over something in the stock market than i have over whats been the multiple retail conundrums that this periods given us. But now sifting through most of the quarters, listened to Conference Calls and read through the research, i think i finally have a handle on it. We tend to think after the high profile disappoints of jc penney, target, that all retail must be weak. But that would be totally the wrong takeaway. Let me break it down to you strongest to weakest. First, if you offer definitive value to people, a demons rabble low cost set of alternatives to everyone else, guess what, youre doing really well. Who fit that bill . Well, costco did. And t. J. X. They both reported terrific quarters much better than any other retailer. Tjx initially responded positive to own earnings has given up some gains because of the weakness in off stores. Set some pretty disappointing things on last nights Conference Call including the business got worse as the quarter went on. Thats a kiss of death. You know what, i think this russ stores, tjx thing, i think its a fatuous comparison. It simply didnt have the right merchandise. And more importantly didnt have the right Bargain Basement goods purchased with cash from others, mostly ailing retailers. Plus tjx has a European Business going like gang busters. We were kicking ourselves that the trust was restricted because i talked about tjx but we unhesitantly would have been buying tjx hand over fist if we had not been restricted. The tjx ross store comparison reminds me another. Home depot and lowes. Home depot like tjx put up terrific numbers and lowes didnt. Fortunately because my trust owns lowes, the numbers and outlook werent as dis appoiappg out of ross. Best of breed is way to go and home depot is best of breed. Why didnt i own home depot than lowes . Because home depot is consistently great, but lowes was going for not so hot to good. Sometimes those are better. But the expectations got ahead of lowes. And good is no longer good enough. Serves me right for deviating from my best of breed mantra. Next up, any apparel connected to sports and where you can buy it. Both dicks and foot locker reported excellent numbers but only foot locker bounced like it should have and hit a 52week high today. Dicks lagging but it shontd be. Further we can extrapolate to nike, dividend boost and underarmour called out positively by dicks management. Underarmour been sluggish lately. Home goods did well this quarter. Williams sonoma a 22 comp from west elm. I always throw that thing out. I get a catalog like seven or eight times a day. I toss them but somebody else is using them. Those numbers are amazing. That apparently is a price point that pleases so many that west elm may be, yes, the hottest brand right now in housewares. Incredible. I think the home goods helped macys to stand out as really the only Department Store that has a terrific home goods platform. But terry london, the ceo, indicated power very strong there through october. That is rather amazing given that many other retailers are complaining about how washington wrangling hurt that months sales. I guess the people who go to macys dont watch the news. Okay. Enough of the good. Lets talk about trouble. The big discount retailer seemed to lost their way, target, walmart, jc penney. They do some soul searching. Theres an astoundness the sense companies dont offer what the consumers need or want. Its as if the bargains and sales theyre throwing arent resonating in this nation. I have to tell you i wouldnt know what to do if i were running one of these companies. I dont know how to get them back on track. Theyve become hostage to the growth of a domestic economy. I have to tell you i cant th