Blasted constantly by that get out now contingent continued. Dow climbing 65 points, s p gaining 4. 1 , nasdaq vaulting a full 4 . Despite this marks relentless assault, there have been whole sectors falling by the wayside, barely involved in the remarkable rally, including much of highgrowth tech,s well as the retailers, airlines, and worst of all, the bioteching. Whoa. These left for dead sectors burst back into the plus column today. Bolstered at last by true leaders, generals that took up the man tell. As theyve suffered that i beatdown. Perhaps most important these leaders demonstrated the hedge funds who had been shorting these stocks endlessly may have overstayed that i welcome. Yes, these groups that have been behaving lie virtual annuities have finally become hazardous to the short sellers health. They need to be covered. Who are these new leaders . Lets start with the most obvious battlefield promotion today. Netflix. Heres a stock that peaked in march. Since then its had a miserable run. What was the crime . It lives in the wrong neighborhood. This stock belongs to a sector of Companies Highly valued without a lot of earnings, a group that had been rallies like crazy, because new signups, and then somehow about six weeks ago, that became a terrible reason to own a stock and terrific reason to short it. Then last night netflix reported an amazing quarter, a quarter that showed how netflix has a gigantic growing business with a model that will work worldwide. I cant stress enough how importance that International Angle is, since every Entertainment Company tells you it looks like netflix will be among the first to do so in a great way. But our Conference Call is a thing of joy. Just listen and watch some of these sometimes, its where reed hasting and cfo david wells told stories of unrelending growth. They offer a superior product with superior service. We all want to now how by the total addressable market, or t. A. M. He told you one of the greatest Conference Call gems ive ever heard say, quote, the total addressable are human beings that enjoy tv shows and movies, because everybody will be on the internet. In other words hes saying the total market long term is 7 billion people . Netflixs tour deforce got it going and with it went stocks like yelp and zillow. Facebook with a gutsy credit sweet upgrade, you better be right, because you know where his neck is if its wrong. Even google went up, which had indeed be acting like death until today, some more leadership. Theres al her gan and valeant pharma. Ill have more on my dislike of that transaction later, but right now the key is this deal, plus the shuffling of assets you reminded the market of the value hiding, spell if as a matter of fact investors are willing to pay 45 billion for allergan, or even biogen, celgene, and yes gilead with the remarkable earnings, they could be targets, too. Oh, and woe to those who bet against gilead, one of my Favorite Companies from get rich carefully. These stocks had all been totally overwhelmed by new biotech supply flooding the market for a period of seemingly endless ipos that i hope is dying down. Today the group came roars back. Who have thuvg they were also undervalued. Retail has been a real drag, then along comes an upgrade to home depot by wayne hood on top of blowout numbers for harleydavids harleydavidson. The ax is an analyst who has been the best at calling direction of a particular stock. Today wayne hood, who i regard in the know the most about home depot, said its time to buy. Harley davidson ran over the short sellers after a monster good quarter. Nobody needs a harley. To me people are spending on superfluous goods again. A real break to the retailers, hey, many have been saying that if gasoline kept going up, plus fuel is such a business expense for airlines, so todays decline helped with the retailers while lighting a fire under the transports like cramers favors american air and delta. When you see this kind of action where the losers become the leaders, its clear that between nonairline transports. Of course its not just these sectors fueling the rally, but actual revenues were witnessing despite the pundits who really do know nothing. Remember that rap about all we ever see is a better bottom line. Well, we have more earnings reports in the last 24 hours that put a light on that. I mentioned harley, and netflix, how about united technology, especially in aerospace and nonresidential construction. Hall i burton gave you regardingable sales growth. They join a parade of other countries, chipotle, wells fargo, general electric, alcoa. Now that weve had a big run from the bottom, some came on the air and said they were scared out of their wits. Wow, thats a real thing to share with us. Call that too much information. Its important to remember this rally happened on the back of skeptics worldwide. Ukraine crisis, falling japanese and chinese economies, misses by google and ibm, keep think travails in mind next time we take a drubbing, because theyd be back telling you how terrified they are and you should be, too. They make good copy, as i they used to say when i was in that newspaper remark. There have been whole sectors left out of the rocket when leaders when you get her where it didnt exists, it doesnt go away after a day. It tends to stay a bit. Heres the bottom line. Even though you might have missed the bottom, you still have whole sectors way down from their highs with plenty of opportunities for you left to come. I need to go to rodeka in california. Caller hello, mr. Cramer. I want to thank you for taking my call and everything you do. Youre quite welcome. Im interested in yelp. Since i bought it, i lost over 20 . Yelp is a high flyer. Thats just what happens. They if you own a hotel like i do, they sent you out this thing that basically youll get a lot for free. A lot of people panicked. It was just a regular promotion. I think they remain the yellow pages for the internet. I think yelp is making a comeback. I want you to own it. I think its an important new tool. And im going to donna in texas. Caller hi, jim. Today my stock is Eagle Rock Energy partners. Earlier this month they were hit with a lawsuit for not shopping that i midstream business harder. Now, as a shareholder, whats my best move now . You know, i think that yield is unsustainable. I always say this in get rich carefully when i see a yield way out of line, i always say, whoa, theres got to be something wrong. Ive got to tell you without knowledge directly from the company, i say that is too dicey for me. John in california, john . Caller hello, jim. Thank you so much from the beautiful sacramento valley. Yeah. My old stomping grounds. Caller were out here. Thank you for that. Caller youre the oracle of the oppressed. What can i say . Thank you. Me and the cavemen got our feet wet with akba. Before we jumped in full swing, i want let me check with jim and see what he thinks. One of the big brokerage houses said it was going to boom. No, they all did. Of the ones that have come public during this period, this aneedia vascular disease compounds seem to be very good. A lot of these stocks got crushed. I think theyll make a come back. This one is a keacher. I dont feel that way about a lot of the other companies that have come publicent john, thank you for the kind comments. Sacramento rocks. Okay. The bottom, have you missed it . There are whole sectors way off their highs the take heart. Up next, ive got the moss controversial stocks on the street. You know im not here to make friends. I care about which one can make you money. A big deal today has got me steamed. Ill tell you about it later. Stay with cramer. Coming up, Bright Horizons . The American Energy revolution has ignited shares of halliburton this year, pushing shares up 20 , but is the stock primed to rice even higher after better than expected earns . Find out in an exclusive, fresh after the report. And later, while American Energy has been kind to hall burter, Kinder Morgan has run into a bottleincrease in 2014. Can a restructure turn the stock around . Stay tuned to find out. All coming up on mad money. At your ford dealer think . They think about tires. And what theyve been through lately. Polar vortexes, road construction, and gaping potholes. So with all that behind you, you might want to make sure youre safe and in control. Ford technicians are ready to find the right tires for your vehicle. Get up to 120 in mailin rebates on four select tires when you use the Ford Service Credit card at the big tire event. See what the ford experts think about your tires. At your ford dealer. For 175 dollars a month . So our business can be on at ts network yup. All five of you for 175. Our clients need a lot of attention. Theres unlimited talk and text. Were working deals all day. You get 10 gigabytes of data to share. What about expansion potential . Add a line anytime for 15 bucks a month. Low dues. Great terms. Lets close. New at t mobile share value plans. Our best value plans ever for business. Ordinarily i love mergers and acquisitions. Takeovers are a positive sign. Theyre bullish. I constantly tell you i wish we had more of them, but i dont want valeant to be able to buy allergan. Bill ackman, best known as the man who wants to burn herbalife to the ground, are rating one of my companiessh that catapulted allergan stocks. You want another 21 puff 65 or 15 today. Every day i say this shot is about making money, and allergan is giving you a still hear return, in part because of the this takeover bid and in part by ackman buying ahead of it, but the mildmannered but brilliant ceo and his team have put together a pharmaceutical powerhouse. Even if its frequently dismissed as the botox company as if its some sort of, in truth allergan has built amazing franchises in eye care, migraine headaches, incontinence, even sweat glands, by spending a huge amount of its revenue, you have to 16 on research, far more than all of the oldline pharmas, and much more like a biotech. Allergan is known as a research machine. Thats not the only reason i like this company. Do you know when it was trading as almost half of its current price, piatt came on the show and made an impassioned plea like you to buy the stock. It wasnt selfpromotion. He made his peace, his plea, because a bunch of analysts had questioned whether there would be a challenge to a key eye care drug. The analyst committee had almost completely turned against him, but i told you to go all in, which would have doubled if you bought it back then. I think it took serious courage and guts for him to come on and say that so many analysts were dead wrong about his company and told you not to worry about the patent problem, even as the deck seemed totally stacked against allergan at the time. How two rapacious forces have entered the fray and valeant, a company that consequence assistantly needs to do deals in order to maintain its high growth rate. I think theyre trying to steal this one. Im all in favor of shareholders making money, but the chief reasons for thickover are sine gistic. First to similar the r d budget which has created so much value for allergan. Of course that means firing people. And valeant is overseas, so its less tax consequences. The deal made a lot of sense. The dermal filler for the lower half of the face and complements Allergans Botox for the upper part. You can immediately fire all the salespeople for the two companies if you combine them. It was dovetail with many relationships. More firings, more profits. The bottom line is i think piatt deserves better. I hope this Great Company isnt dismantl dismantled, but with the team, i have to believe thats precisely what will happen. Joe in connecticut, joe . Caller booyah, jim. Specifically with clients addicted to opiatebased painkillers. I want your take on ptie, who develops abuse resistant forms of Pain Management drugs. First, dodds this an area worthy of investing, and second do you see this as a company that could le acquired down the road. I have looked at these guys its a smallcap stock. Ive got to do more, someone on twitter is constantly pushing this stock. When it comes to pain technologies, i go to richard pops, i think he knows more about Pain Medicine its domiciled in ire run. Richard nods what hes doing. Rose in my old home state of pennsylvania, rose. Caller yeah, hi, jim, im calling about halo biotech. I traded the stock over the past two years and recently its had an enormous hit down probably like 60 . You did warn of the frost of the stock and the whole sector. Theres something specific to that stock when i think the fda pulling it also added to it, but with the recent pullback, is this a buys opportunity, or is there something more to it . Remember, i like the ones that have a big product profile, lie a gilead. This one had this one really important drug, and the fda said no, that was an fda roulette play, rose. We dont like fda roulette. Im not going there and say good things. Im sorry. This bun aint no gilead. David piatt deserves better, so does the company. Now, dont go anywhere, were getting to the bottom of a if you dont know the company, i guarantee your kids will. Stick around. Coming up. Controlled controversy . Gamestop has lost more than a quarter of its value since the highs of 2013. Recently the retailers has been racking up points and putting toe a rally. The efforts to buy into new business finally paid off. Ally. We did a 27point inspection on your chevy,ce, you got new tires and our price match guarantee. Whos this little guy . Thats birney. Oh, i bet that cone gives him supersonic hearing. Watch what you say around him. Ive been talking a lot about his procedure. whispering what . Get our everyday price match guarantee plus a 100 rebate on 4 select tires from your tire experts. Chevy certified service. Its time to address one of the most controversial battleground ground stocks out there, gamestop. With roughly 4300 stores in the United States, 2200 more overseas. For most of last year gamestop roared higher in anticipation of a new console launches from sony, microsoft, the ps 1. Gamestop started and then lost nearly 20 of its value in a single day after releasing truly disappointing guidance. Since then, though, its been working its way back up, it rallied to 1. 30 in response to the analyst day. However theres still a ton of people investing against it. The shorts alone could be a rocket fuel, but what if the shorts are right . Gamestop does have a clean balance sheet. You would think that would be enough protection, but here as the rub. Many of the short sellers are betting it could be on its way to become obsolete. Video games can simply be downloaded directly. In fact sony is testing a service similar to netflix that doesnt really to pinchally defuse the threat. So on the one end a brandnew spanking video fame historically thats been very good news, but on the other hand you have a whole lost of bears saying this video game cycle will be different as more people stop buying physical copies of game and start downloading them. Lets look at the ceo. Mr. Rains welcome back. Great to be back with us. Last time on the show it sounded pretty darn good. November 21st, you cut the forecast, and then cut the forecast again. Its my show, my name. I looked bad, i dont like looking bad, but i believed. What can i do wrong . Jim, we do everything we can to support our shareholdersings but we comped 10 in our holiday business, but the issue is we did such a good job of selling thor xbox 1s and playstation 4s, it mixed into hardware, and that p ultimate pressure on the profitable. That holiday release we guided down. But then for 14 we have a doubledigits earns per share growth and we believe were on track, as well as launching of some of the new technology brands. We think the market has had a misunderstanding of where were at. Okay. My head where are and also by way, my nephew wrote this to me in preparation for this interview. He said i dug out my old playstate 2. Pretty much every game can be downloaded. Shorter if you have a faster connection. The same for computer games. I have to wonder if gamestop may be the modern equivalent of Tower Records postitunes. What do you say . Weve heard that before, right, jim . 730 million of Digital Sales last year. As you know weve had talked about that, we are the leading seller of Digital Content. The downloads, we sell fullgame downloads as well, but the consumer simply isnt there. If you buy something at gamestop you can bring in an old tablet phone or game to pay for it. We make gaming cheaper, we give you power upwards and we have 27 million Members Around the United States. Those folks love to buy their games. When the consumer is ready, were the leader in selling Digital Content in store. Theyre not quite there yet. You understand the worry. Sure. I used to shop in record stores. Then i gotivity tunes. I used to rent movies at blockbuster, and then got comcast digital video, you know, demand. Video games are very, very large files, and theyre interactive games. Its not a oneway download. But i will tell you there are consumers today buying downlows. Our point is not that there wont be downloads, its thats were serving the customer. The market share is at a record level, jim, both downline and in store and we have mass i have been market share of these consoles. So we feel like the market share, our able to drive loyalty and trade credits give us a t. Rowe reason for consumers to shop with us. How about walmart trying to get into this business of return . Sure. Walmart entered the buy sell trade business a few weeks ago. Of course we already complete with a lot of big box player and online. We think its good for the category. Anytime you see a big player create the space, it carats awareness, and helps consumer understand the great value proposition, and of course we have the best experience in story, so customers will continue to come to gamestopping. So we think its good for the category. In your presentation today, it made me almost feel like we have to hedge or bets in case theyre right people will not go to our stores. Listen, we found, jim, that we have some interesting adjacent sills, we put out a positions that gamestop is a family of special retailers that make your keck knowledge affordable and simple. Were in the business with simple mac, were in the retailer with spring mobile. Candidly those are tubes to leverage or buy sell there dre. Those. Scould be up to 27 , because id