Definitely an ugly week, lets look forward and talk about the game plan for next week. This business isnt about the past. Its about the future. Now, we start off next week worried. Worried about the rest of the world. We could be concerned with just our own country. Some of the weakness is because of the rest of the world. The numbers out of europe and china are okay. Im calling them tend tepid. I hope that can change monday. The pmi is coming over the weekend. Along with eurozone manufacturing pmi. Why is that so important . Give the main Portfolio Managers looking for a resurgence of international industrials that are based in the u. S. The profit taking in this has been down right horrendous. Maybe strong numbers from europe and china over the weekend could allow for a nice oversold rally. One that may have started the last hour and a half of trading today but gave up the ghost in the last ten minutes. We hope it see more news on chatter that sprint maybe preparing a bid for tmobile. Like them both. Something my friend david faber said could be in the works many times in the last few weeks. Now, this potential deal would help sprint get heft, which is why its stock ran up too on the rumor. Again, i reiterate, i like both stocks. Tuesday kicks off the last big event before the end of the year. The federal reserves meeting to set policy for the foreseeable future. We want we wont know the results until 2 00 p. M. Wednesday. Its pretty clear from the strong data when it comes to hiring, housing and orders, the fed has a good case for getting less accommodative. Thats what a great deal of the selling thats been going on lately is about. Also, of course, people are liking gains. You know i dont fear this socalled taper like so many others. The fed knows the stock market as well as the bond market. The fed knows that there comes a time when sales and earnings for corporations will be good enough that the stock market wont flinch all that much when it starts buying fewer bonds than it can recover. Perhaps with different leadership of the stock market still. Some of you believe its the end of the world that this meeting is taking on a huge level of gravity and anxiety. Especially because of the economic chaos created by another Government Shutdown because of the potential deal between republicans and democrats. Why im chattering on about the fed meeting, lets take a moment to wish ben bernanke a happy birthday today. Congratulate him for getting the economy as far as he has, certainly without much help from the president or congress. We had two deals this week that remind me of how good he has done. Hilton and aramark, those are two companies that have taken down so much debt you could declare they would have laid off tens of thousands of people if not for bernankes easy money policies. Now, look, we may be in for a real rocker when the fed tapers, but ben has been known for saving millions of jobs that would have otherwise been lost if he hadnt decided to stay accommodative. Yes, he was late and initially complicity. Once he saw how wrong he was, he changed courses radically, and that was genius. The genius that helped us to get the market where it stands. I never mind a guy that admits hes wrong and changed his mind and gets it right. Thats called good investing too, by the way. Now tuesday, jabill. Oh, jabill. This Contract Manufacturing used to be an amazing stock, but not any longer. Now i use it as a barometer of the customers demand, including apple, which i cant correctly talk about because apple wont let do you that. I look for apple to trade off of jbil even if we arent sure how much business jbil is doing. Tuesday is a huge day. Starts out with federal express, which has an had an amazing journey up through the 130s where it went out today. The rallys accommodation of rebounding Global Growth as well as brilliant restructuring and produced some pretty darn good earnings. Fedex is going to give us the overall win. We need to find out how asia is doing. You dont give a peek at internet commerce. Im amazed at how positive the stock has become even if the company doesnt say everything right. While it maybe too much to ask fedex to go higher the owners arent going to part unless it goes big. They dont want to sell and take the gain in 2013. We also hear from General Mills, which has suddenly gone from the best in class in cereal to Brokerage Firms telling you short. Kellogg against it. I think General Mills is marking time here. 3 yield, it doesnt have a ton of upside. Simply because the stock uses a bond market equivalent for a long time. Now were near the ultra low Interest Rate cycle it may end up being sold no mart what. Matter what. We get insight on one of the great conundrums of this wednesday, giving the recovery in housing prices. Why are the Home Builders, why are the Home Builders not doing that well . I mean these stocks were fantastic performers and done nothing since then. Lennar down 9 for the year. When it reports i bet it will be really good. So was tolls. When toll reported earlier this week, and while the stock initially jumped into the red when the managers said the sales had just been okay. These stocks dont seem to have believers left and they are considered public enemy number one when it comes to taper. Be careful if lennar opens up because it could be a toll and head back down. After the close we hear from many executives i talked to at the last months conference regarded as the evil empire oracle. This used to be from so much legacy business that i doubt it can be stocked right now, but i sure dont want to own it in a world where the technology has moved on and away from them. I want you to go to the archives and read or watch just about every interview i have. I dont like meta data which yo will hear from. Thursday brings more food news. This is from conagra. They bit off more than it could chew when it bought world corps. I want to hear things are going well and that could ignite the stock. But not president beforehand. Too risky. Darden, more from being a slow to no growth to an activist dream as they are making a strong case for new management. One thing darden is not is an earnings story. So prepare for another disappointment and then buy it when it gets hit. After the close, we hear from nike, which i think will be dreary, the stock has come down nicely ahead of the report. Plus, alex smith, the ceo, came on and said that his execution lacked his usual precision. I think its bankable. He is one of my bankable 21. I bet will he deliver this time. I think both nike and pier one are buys ahead of the quarter. Remember, this is the day after the fed meeting. Its important. Remember, market on wednesday. Finally we get our chance for terrific trade on friday. The ceo of macys said finish line Stores Within macys remember, he gave them that concession are doing fabulously. Why not take a shot at finish line before it reports friday but after the fed meeting. This would be the day that you would buy some finish line for friday. That i am blessing as a good trade. Heres the bottom line. These are all important important earnings reports, but we have to get through the big bad event of the meeting. Thats going to define the week. Im not denying that. That could make any trade suspect. Any trade, but be sure you have conviction enough to pull the trigger, knowing this meeting could change the direction of just about any stock in the market. Except for perhaps finish line, because that doesnt report until friday. Lets go to annette in california. Caller boo yeah, mr. Cramer. Hey, first of all, i would like to thank you for all you do for us smalltime investors. Because of you, your books, and now your alerts, im starting to see profits in my portfolio. Hey, i cant wait until your new release of your new book comes out. Hey, my stock has a lot of legal issues with dna patents and what not. Its called myriad. Myriad genetics. Mydm. Should i buy it into weakness, hold, or sell it . Boy, you know, you said all the things that i am most worried about. It does have Cancer Research, and Cancer Research is working. As long as you understand its a speculative stock, i will bless it. Boy, ive got to tell you, thank you for all those nice comments about action alerts, my books and stuff. We have a great staff. Thats why i look good, believe me. Never forget that. Nate from texas. Nate. Caller hey, jim, booyah from my university of texas. Fantastic. Whats up . Caller i would like to know what the current transition in the fed how will that impact one of my investments to bso . I wouldnt worry about it. The main thing is the metric you need to worry about is west texas versus brent. This is a play that socalled arbitrage between the two. Theres big glut of oil in this country. They can refine it and sell it to you at the price of brent. In other words, they got a big umbrella between what they buy it for and what they refine it at. I like it. Lots of important numbers next week, but what will set the tone . The big, bad event. Darden gets hit. You buy it. Finish line, bought thursday. Stay with cramer. Coming up, healthy forecast . Metadata solutions harness the power of the cloud to Drug Companies. Its stock soared nearly 200 this year. Can it stay healthy . And, later, market blockbuster. Movie chain amc is set to roll out the red carpet on wall street next week for its public premier. Should you book a ticket, or will this Silver Screen opportunity turn into a Box Office Flop . Plus, smell of success . From french fries to fabric softener, International Flavors and fragrances is the company that puts the aroma in it all. Is it time to take a whiff, or will this run turn sour . Cramer talks to the ceo. All coming up on mad money. When it comes to the Cloud Computing games with turbo charged growth rates, sometimes you have to hold your nose and buy. If the stocks seem but not be ridiculously expensive by traditional valuation metrics, if are you trying to make money, and thats what the goal is all about, then you cant afford to scoff at the moves of these cloud stocks. Especially this close to the end of the year when so many Money Managers are chasing performance and willing to buy anything with momentum regardless of the price, which brings me to Metadata Solutions, mdso. A company i like to call the salesforce. Com of the its the leading player in whats known as the clinical cloud. Being they provide Cloudbased Software as a service, thats saas, and helps pharma and biotech firms run their Clinical Trials allowing them to save money and improve the product drug trials. In a world where the Pharma Industry the eager to cut costs, i think it will get a larger piece of the 50 billion pie the Drug Companies spend on Critical Development every year. Man, the stocks run. Its a real nose bleed valuation even with the 23 growth rate. Metadatas report was fabulous. Stock jumped 21 points to 102 to 123 in a single session. Heres the thing, you could have pulled those negative articles about the valuation or avoid the stock. The last time we interviewed the ceo in early july, the stock has gone some 50 since then. You could have said the same thing in early june. Then it was another 7 run. Can the momentum continue . Lets take a look with tariq shareef. Remember this. This is an expensive stock. I say that because i like it, but i want everyone to know, and he is the cofounder, chairman, and ceo of Metadata Solutions to hear more about his companys prospects. Welcome back to mad money. How are you . Good to see you. Great to be here. I have to tell you, i have to get the cavat about the expense because a lot of people said how could you recommend a stock, jim, what kind of hack have you become . What im saying is i see accelerating Revenue Growth from your company. I look at the total addressable market, and i realize that the opportunity may be much bigger than your current market cap. Thats all i look at. Is that wrong . Jim, you are absolutely right. Our customers spend 90 billion a year developing new drugs and we are going through a massive transformation of the industry, currently, where theres a lot of industry going on and a lot of folks are trying to push productivity and efficiency in their operations. You saw what gillead is doing bringing innovative drugs to market. We help them to get those drugs to market in a safer way, less risk, more quality, and at a lower cost. If we can get them to market sooner, that means a lot more revenue for those companies, so our road is a very long one. Youve got a great slide and a terrific presentation. Mid70s, how much does it cost for a drug to come to market . 800, 1,000 early 200. You can reverse that process. You think you can get it back to what it used to be to some degree . I think we can help Drug Companies get 20 , 30 more increase in overall cost to bring the drug to market. Getting to revenue faster and getting them to patients hands sooner, which obviously has huge beneficial effect for you and me and for all the folks we love. Okay. I think that were going to say, wait a second, what is currently gone wrong . I love this roger quote that we do Clinical Trials that hypocrisy is not comfortable with. Premise software versus Cloudbased Software. Why is one so much faster, cheaper, and better than the other . So its a combination of things. You have a massive amount of complexity in developing new drugs, and you have a lot of process, a lot of safety concerns, a lot of regulation, and so the way drugs are developed takes a long time. Its very expensive now that you have genomics coming on, its getting a lot more complicated. Unplanned Software Just doesnt give you the flexible that you get from Cloudbased Software like metadatas. You are constantly fighting with upgrades, with changes in how you want to run your Clinical Trials because its getting more complicated. They are global. And so we provide a huge amount of flexibility in the software that we develop and deliver through the cloud. You talk about how were early on in this, but you only have 50 of what youre touching, as you call it, 50 of the companies already. How do we know that were so early on if you already have 50 of them looking at this. So our customers, we touch about 50 of all the electronic trial that is are being started today. However, theres an enormous process of how you first develop those trials. If you think about how they evolve in terms of how you run the Clinical Trials and so were probably at a 3 or 4 penetration rate with the platform that we provide for our customers, and so theres so much value that we provide to them that we think theres a long road of adoption ahead of us. You have something a quote in your credit suite technology we help their customers manage their entire process while writing your protocols and you didnt always do that, right . Now you are just soup to nuts . Thats Just Technology that weve evolved over the last three or four years. Why would anyone not want to do it that way or are they locked in . I do know some that work with oracle. You can get oracle in. It is hard to get them out and bring in a Software Service provider. I think part of the growth story that youve seen from us over the last couple of years and that you will continue to hear quite a bit about over the next three to five years is that we are getting them off the Old Technology and on to our platform, but theres another part to the story. So its not just a replacement market, its also a huge Growth Market because were constantly innovating. Some of the things that are changing today in the trial market or in the way drugs are being developed is you are starting to use things like fit bits or activity monitors. That brings us closer to the patient. It also moves us further into the whole health care ecosystem. A big road for us ahead. I know i have to break, but it must also eliminate a lot of the dead end trials. Before they much shorter before they come that is part of the evaluation, absolutely. Every time you come on, you amaze me. Cofound and ceo of Metadata Solutions. Mdso. Sometimes you have to look at the total adjustable market, and make a decision that the market cap does not include the great opportunities and thats the case with metadata. Stay with cramer. Coming up, market blockbuster . Movie chain amc is set to roll out the red carpet on wall street next week for its public premier. Should you book a ticket, or will this Silver Screen opportunity turn in to a Box Office Flop . What a decent day at the end of a pretty darn ugly week. Let me give you something to look forward to, and i know jim cramer on twitter, this is the most asked about stock. Were interactive, so we deliver. Im talking about Amc Entertainment. Its the second largest Movie Theater chain in the united states, which is going public next week. Remember, 2013 has been a bountiful, truly fabulous year for ipos, and i dont think this one will be any different. According to ipo fund manager renaissance capital, so far this year weve had 219 initial Public Offerings this year. Up over 72 from 2012. More important, on average these deals have given you an astounding 30. 5 return since coming public. Thats better than the performance this year, which brings me to this Amc Ent