Stock market got clocked at the opening because of weakness in japan. Its always somewhere there. We got a second straight drop in growth for a quarter and thats enough to trigger an official designation of a country in recession. Thats right, even after the japanese government pulled out all the stops, hasnt seemed to matter. Growth too hard to come by. By mid morning a wave of buying came in to take advantage of the decline. The dow closed up 13 points, the s p advanced. 07 but the nasdaq declin declined. I get the weakness. The ripple effects from japan or china, wherever else its come from where felt throughout europe where growth seems nonexistence and can only get worse. That weakness infected the overnight markets as the case for years and years and everything was drenched in red ink. The Early Morning selling is plain stupid because after the selling wave hits the scores, the positive situation that is unique to america and america alone in this world. First, unlike, say, japan our capital doesnt standstill. Oil is coming down, plummeting so what do you do for youre an Oil Service Company . Run . No, take advantage of the shortterm thinkers and strike and thats what halliburton is doing with the 35 billion take over of baker hues. Quite a premium to the 50 and change stock. A lot of people said jim, did halliburton over pay . I dont think so. Not bad, huh . I know many think the Justice Department would stop this deal. Heck, i did friday when i first heard it because they compete in so many areas. But halliburton stunned me. They publicly said they are willing to give up about a quarter of the revenue to get the deal done and agreed to pay baker hugehs a breakup fee that shows the confidence in the deal getting done. I, frankly, its amazing. You have to understand its amazing. This deal for baker hughes and halliburton, it got slammed by 10 has real issues. Because you want to figure out whether you want to stick with the whole group given the fact oil is coming down but i have to tell you at these levels i dont care. I prefer halliburton. Its overly punished for real wisdom and cheap if oil goes to 70. The important thing here, halliburton must believe the decline in oil is temporary or i dont think it would do this deal. It create as power house that can go toe to toe against s schlumberger, they are just Terrific Company schlumberger being the best. Put halliburton and baker hughes together, i may change may mind. 219 a share, 110 points up from where the stock was urged to be bought on mad money last year. An example of immunity. Meaning the immunity that activists sees. I know lots of people think allergin, peoples desire to use botox and devastating for these guys because thats elective surgery. In reality, botox has so many therapeutic uses its only begun to tap them. Hence why this rally instead of being hammered, again, free from the poll of world of events and ill have more. Free from world events stocks rally. The allergin bid, regenron is working on something to decrease heart attacks. We got evidence from mirk this weekend that the drug has a positive effect and that sent mirk up. Not long after we read about them, i was struck by the wave of negative email i got about both of them. People hit me with negative emails. I thought it was iconic because we saw justice the biggest over pay of the year to speak, the tyson foods purchase of hill shire seems to be working out spectacular. That was one of the biggest percentage gainers of the day after a monster surprise. Talk about an american deal producing american results. Yeah, we got plenty themes at play today. Cold weather here pushes up and plays and nothing to do with japan and europe and brands. Thats the maker of ugg boots. The domestic housing place continues on their merry way and home depot and lows to report. The Home Builders continue the rally that started last month. When Mortgage Origination spiked because farm markets put downward press sure on the Interest Rates which brings me back to my original thesis. What is bad for them might be good for us. Ever since they tried to jump stop i stop, rates should be at 3 instead of 10. It didnt happen. They have to deal with the historical fact it didnt happen. The brilliant hedge fund will be run but they arent and many macro genouses missed the bull. Their weakness overseas is our strength. We have so Many Companies that dont have much economic exposure at all including this Health Care Takeover and no overseas business making the natural safe havens. Emerging market, latin america, brazil, doesnt seem to matter. Their weakness is our strength. Lower oil prices only serve to ignite our economy if they translate into gains at the pump. The declines weve seen here arent as magnified in nondollar da nominated countries, those debasing currency to stimulate trade so were actually getting the real benefit of the declining price. Not only that, but our Domestic Oil Companies continue to pump like mad so there is no sign shortterm prices will resign. Well at a point where it pays to drill. If you think there is a pipeline coming soon, which matters since all the forms of transport are expensive if crude oil goes, say, 10 lower. They keep flying high unlike overseas, more traffic, more seats filled, more calm labor situations. Thats how they keep rallying. Their weakness is our strength. I think one of the biggest mistakes being made by Money Managers this year is the failure of parallel thinking. The managers are quite adaptive to sell the s p 500 over events as 15 of our Companies Respond to International Trading data but they dont seem to understand that there are people with gigantic pools of money overseas in these same challenge a areas and they are anxious to get into a stable Growth Market with a good currency. In other words, they are anxious to invest here and they had the firepower to take advantage of it. There will be political events that slow us down. I still dont trust the Ukraine Russia situation. We have to understand that the fundamentals in japan isnt sitting there and saying wow is me, our country is an awful place to invest. I guess were stuck with it. Hes saying go transfer 10 million worth of yen into green backs and buy me anything that moves with any sort of yield at all because we got to get out of here if its the last thing we ever do. Their weakness is our strength. And here is the bottom line. They will keep buying up until things get better, which could take a very long time and a very big amount of investment that comes here out of there. Todd in north carolina, todd . Caller booyah mr. Cramer, how are you . Good, how are you. Caller good. I want to say thank you. This has been my best year by far away in the market thanks a lot to you. Im playing with some house money and my speck play is go go. Would you advice me not go go and invest into Something Like starbucks . No, gogo is risky. I like starbucks. When you say gogo i was hoping you would say go pro because go pro, the 400 model, i think you play it into the holiday season. So thats a better one. Lets go to will in california. Will . Caller hey, jim, how is it going . All right, will, how about you . Caller pretty good. Im here in sunny Southern California and i want your take on an ipo coming out on habt. My wife and i eat there a lot. The place is always busy. They got 99 locations and opened one here. The only problem i see is they dont have enough restaurants by i heard they want to take it to 2,000 stores. This is how good this show is. I did not know this deal was coming. I try to look at all the deals. Ive been looking at the halliburton situation and Global Situation so i have not looked but im going to. That sounds darn good. Sounds like you know of where you speak and i do like the restaurant business. I like jack but maybe i dont know jack about habbit. Their weakness is my strength. We have to stop doing whatever happens overseas as a tragedy. When will refinally get it right . Mad money tonight the price at the pump isnt the only price. There could be more news. Why the next big investment could be found during your next fill up if you know what to look for and can lululemon make a come back . On friday we highlighted one of wall streets most controversial stories weve seen. Now the ceo is here to respond to his critics. Dont miss my interview with global star. Stick with cramer. First impressions are important. Youve got to make every second count. Banking designed for the way you live your life. So you can welcome your family home. For the first time. Chase. So you can. Between the news that halliburton is snapping up baker hughes and the allergin deal, tonight im in a mood to put on my investment banker hat and play matchmaker, catch you a catch, find you a find. I want to propose a shotgun wedding between cst brands, the gas station Convenience Stores spun off by vrksz alero and mar petroleum, maybe my favorite in the country. It would make sense for marathon to acquire cst. We never ever speculate on takeovers unless the underlying fundamentals are sound and when it comes to cst brands whose ceo you may have seen, i think the fundamentals are more than i think they are excellent and the stock deserves to go higher. Even without a deal. I want you to go check that interview on ccnbc. Com if you want to know more. This company has around 3,000 gas stations in the United States and canada. So under the corner store brand maybe you pumped gas there, im sure some of you are wondering, hey, cramer why are you recommending a gas station stock at a time when the price of gasoline is falling through the floor . Well, its counter intuitive but the fact is an independent gas station chain like cst makes more money when the price at the pump is full. More money. A decline in the price of fuel is good news for csts margins because when they buy the gas and sale it to consumers at a markup. Meanwhile, volumes tend to go up and most important, when consumers spend less money on fuel, they tend to spend more money in the Convenience Store part of csts operation. What a win. In fact, the Convenience Stores are some of the biggest beneficiaries around which is why the stock made a brandnew high. Im not highlighting cst because the consumer has change in her pockets. This is a very welcome pan knee with a lot to like about it. They own roughly 30 of the real estate. Thats a terrific asset. Second, there is major transformation since it was spun off by valero. Under vrksz aalero they were distributing the gasoline refined and cst is able to focus on of tim miezing fuel margins, Opening Stores and making existing ones more profitable. For example, cst is rolling out stores with a new formouth that to selling food. When the Company Reported last week management said they are accelerating the pace to between 45 and 55 locations a year. Meanwhile, cst has been developing its private label brands, something we cant get enough of. We love store brand private label merchandise because it carries higher merchandise and cst has a strong Balance Sheet and the opportunity to consolidate a highly fragmented place. Speaking of acquisitions, back in august we learned cst is buying the general partner in a whole sale fuel distributor and supplies fuel to 1,100 gas stations and its a tax friendly way to raise capitol. This combination creates a leading fuel distribution and retail platform and the move i think will boost csts growth to come. I like cst brands as a stand alone company but why do i i think it would make sense for a refiner to. Buy, buy, buy cst. Speedway, business speedway acquired hes retail for 2. 87 billion. This was a big positive. They told us so. They increased the footprint by 1200 locations and moving the business toward more of a merchandised based model and no real over lap here as Speedway Stores are in the midwest and Retail Locations are along the east coast. Meanwhile from the refineriry side, the placement capacity was increased bringing the companys sales up to 75 of the produxz. Plus, the refining business is inherently volatile where the gas station slash Convenience Store space generates crash flows. Overall, the Retail Acquisition could create operating general and administrative expense of 75 million for marathon and integrated light product supply savings and another 70 million from enhanced sales in merchandise. Based on marathon purchase of hes retail, they bited the chance to take over cst. There wouldnt be a lot of over lap and most locations are in the southwest, 60 of the stores in texas. At the same time, cst would be able to soak up more of marathon petroleums gas liegs pproducti. You know what . The cst might be the perfect way to go. At the end of 2012 marathon pete spun off the pipeline as a successful Master Limited partnership. Mostly the company is dropping down the mid stream assets into this mlp because they get a better evaluation. However, on its latest conference call, marathon management saw an opportunity to drop down the Retail Assets into mlpx where they would get a higher price, if marathon goes in that direction, it would make sense to buy up more Retail Holdings and get more value out of the asset drop downs. That argues in favor of purchasing cst and if marathon is not interested, someone else would. Energy transfer partners, the big pipeline that owns sonocos gas line, they bought susser for 1. 8 billion, one of the favorite recommendations. Again, i bet cst stores would fit in nicely in the Energy Transfer family. Etp up nicely today. So how much can cst brands be worth in a take over situation . Im not being wild high. Based on what marathon pete paid, i think an acquire would be willing to pay 4. 8 billion for cst the enterprise value but translates into 53. 40 share price or 26 and remember, if i didnt think it could get there on its own. It would make a ton of sense for man on this pete to buy gas stations slash Convenience Stores like cst brands and if cst doesnt catch a bid, fundamentals are so strong its worth buying. Eva in maryland . Caller thanks for having me. Welcome. Caller i would like to get your opinion on valero . I like holly frontier, too. I wont say they are perfect stocks. I like the gas station business more than the pure refining business. I think the gas station business is the winner with lower gas prices. Call it an energy super boost. It makes sense for marathon to buy but if it doesnt catch a bid, its a strong story there is much more mad money ahead including a look at lululemon. But has this downward dog become a wall street warrior . Dont miss my take and another development in the fierce battle between a hedge fund and satellite player global star. The ceo joins me to address claims the stock is worthless. Ill show you what the allegin deal means for investors. For tapping into a wealth of experience. For access to one of the top Wealth Management firms in the country. For a team of Financial Professionals who provide customized solutions. For all of your Wealth Management and retirement goals, discover how pnc Wealth Management can help you achieve. Visit pnc. Com wealthsolutions to find out more. How do you go bargain hunting in a market thats constantly within striking distance of the alltime highs . Simple, look for laggers and beaten down stocks. In short, you look for turnaround stories and tonight i got a terrific come back. A darling written off, let for dead. Im talking about lululemon, the yoga inspired Athletic Apparel chain. It was an unstoppable force, a jugger knot that kept rallying like crazy. Two or three years ago if you look up momentum, you see a picture of lululemons logo and in short, it was on fire. But momentum stocks, wow, when they lose their mojo they come tumbling back to earth. Lieu li lieu l lululemon and the ceo decided to move to greener past tours and they had product quality issues and to add insult to injury, the founder and former chairman made a series of bizarre insensitive comments about everything from womens bodies to child labor. Meanwhile, competition is heading up from gap athletic, sweaty betty, Victoria Secret and others. Pretty quickly, lululemon fell into the habit of missing numbers and the stock got crushed. While nike stock doubled, 176 and poor lululemon has been slammed down 36 over the same period. Why bother . Why bothers with up and comers. Downgrade the under performed last week. Simple. Because lululemon has slowly begun to turn itself around and while this may have become a broken stock, it is absolutely not a broken company, no way, no how. The bears believe lulu wont fix problems and regain the loyalty of Customer Base but i disagree. One look you hang around in the stores and agree with me. In my view, lululemon stock has come down to cheap levels now trading 22 times next earning easiest mitts and its worth buying with my charitable trust. Sure lul us a lagger but rolling out new products fixing the supply chain and best of all, they have a strong growth story and expands rapidly here and abroad. I think youll like this one or else maybe another Company Takes a sign to it. I think there is room for lulu when it coexists and thrives. That will be worth 178 billion by 2019 with the cost of gasoline coming down, put more spending money in peoples pockets although this stuff does take more than spending money. Look at this way, sales of womens active wear had reached 11. 5 billi