What happened. It was like a bell that went off. It was the stock of google. It actually went higher. Yeah. On a day when the dow dropped twelve and nassau dak declined 11 . Google stopped trading, managed to jump more than 5 i almost did a double take if not a spit take. Do you know where these averages are up double digits, google is actually down. Three percent. Google is not alone. Amazon down 21 . Netflix down 5 . Whats going on with the fafs. How could the order for their stocks have cooled so quickly . One word, competition. More specifically several kinds of competition. The competition to the business and the competition to the stock. And both have been hurting these names for some time and theyre not talked about enough. A lot of you are trying to figure out what the heck is going on. You started with the right place lets start with google. Heres a company that ascended every business it touches, still is as it dominates search, only gotten stronger over time. But the sfakt has the worse of both perceived world, needs to expand beyond enterprise but company refuses to do so. Wall street wants results now and try to generate as much earnings as possible. Google seems they are goals beneath them. You have to wonder if this company is so full of itself that it might not care about the quarter or even the year. What did google spend a huge amount of time talking about on its last call . Hiring. Thats right they made a point they are hiring like mad and spending a ton on the best young people in order to plot a long term course to somewhere we just dont know where. You may like that long term thinking and you may think isnt that what we want our companies to do with a big picture in mine with multi year view. Visionaries. Lets face it, you can have 50year plan, but you still have to worry about the quarter. Dont believe me ask andy who wrote only the paranoid survived where he explained with intel the quarter Earnings Period was precisely the amount of time to do it. He was taking a rand chip company up to the number one in the world. Who is google not to care. Not only that. But google has so much to milk, namely the under invested youtube. Why spend so much time with silly cars and hot air balloons. Is googles phone business turned out to be operating system. Who knows. Who cares. Thats what i think of google. A stock so cheap value play. Issue is while we accept google as competition european is investigating google. Im beginning to believe it could have a real impact on the company. Then theres the issue of stock competition, not business competition. Google was the internet stock for years. Best way to pay the growth of the web just put google. Now other stocks are competing with google so it has to fight to get a word in edge wise into Money Management conversation. Facebook fused as kms playing by quarterly rules, unlike google. Marissa myer delivers the numbers, brings me to amazon. For a long time amazons stock climbed higher and higher regardless how much money it lost or how much money it intended to spend. Then comes alibaba who cares that it is based in china. Amazon stock cant with stand the withering competition or comparisons to alibaba. Youre probably as sick as i am of hearing the term omni channel. Retailers have to talk about it because it is code for were not going to let amazon beat the heck out of us. The bricks and Mortar Companies cant ignore amazon. They cant just compete with it but have to beat it. Im thinking the likes of home dep depot, walmart and target has figured things out. I dont need amazon. How about netflix. For ages seemed to rule the roost of nonnetwork programming. I think the coffin tent Companies Like time warner are tired of being rolled by netflix are now coming up with strategies to beat netflix at it its own game. Doubly bad. You dont have to lose gobs of money to have an internet service. If you really like it you have still one more reason to own, not netflix but content generat generator, time warner. Think the market hasnt notice. Do you know time warner stock has almost fully regained. I think is amazing. Now component makers and Flash Companies that keep getting recommended by wall street still love apple despite massive Market Campaign because it is cheap on earnings versus average stock in s p 500. This market respects companies that are doing more with less. It respects companies that are firing not hiring while still selling more products and bringing more revenue to the bottom line and perhaps returning more of that to shareholders, none of that reminds me of google, or netflix. That said i suspect google is sick of being in stock perg atorii. The bottom line on amazon and netflix, they dont seem to care about profits at all. In the super market of stocks that means they cant keep up with the competition, which is why im not crazy about those two stocks. Wake me when management cares what investors want, until then im not interested. Joe an in new mexico. Caller good afternoon who you are you. Im all right. Pretty good. Caller yes i am. Thank you for accepting my call. Of course. Caller my hustband and i fid your program very helpful. I want people to diversy, when they have mad money they should come to the show. Thank you very much. How can i help. Caller what happened to alibaba. Started going to down with the story about the tax situation was going to change for them, but really i think it was marked up by Money Managers and they just walked away. Then we saw it was not supported in the mid teen. Dont worry its still inexpensi inexpensive. 2016 numbers, i should mention that. Larry in massachusetts. Caller i wish you and your fami family the happiest holidays. As a prenew years eve resolution im trying to scale down to my stocks. Im up in average 27 in last quarter Buffalo Wild Wing when i bought the dip we new sally would edge commoditiy. Totally. Last weekend really kicking 2. 0. I wonder whether this turn around story has more upside would you ring the register on buffalo. I hate to say that. That stock has moved up a great day. Panera acted terrible today, i think they have ten down and 25 up. I think Buffalo Wild Wings has five down and ten up. Thats the risk reward i would put it. You make that decision. Thank you for your kind commends. Comments. Ray in new york. Caller hey jim how are you. Im good how are you. Caller good. Thanks for having me on the show. Groupon had record black friday sales where are they headed. They dont have the kind of sponsorship i like. So many other Good Companies are out there. It is a yawner and not encouraging to me. Lets go to mark. Caller this is mark in las vegas i do well investing in Companies Like apple and netflix and southwest and protd i love the most is tivo but i never invested in it. It popped a few days ago on take over rumors possibly by apple or some other company, market cap only 1. 3 billion. I know you dont like investing in take over rumors, forward pe of 450 and price 4. 26 what do you think. You laid out the perimeters why im not crazy about it. I dont have a catalyst for tivo. Stock hasnt done anything in a long time. I dont know call me crazy stock doesnt seem to have the mojo i want. Its all about the competition. Amazon and netflix just arent able to keep up with it. Looking for opportunity in the oil market its there but you cant buy just anything, coming up the stock im willing to invest. First whats working in retail. These could be your perfect Stocking Stuffers this season. Stick with cramer. Female announcer get on board for better sleep its sleep trains interest free for 3 event get three years interestfree financing on beautyrest black, stearns foster, serta icomfort, even tempurpedic. Plus, get free delivery, and sleep trains 100day low price guarantee. Youll never find an Interest Rate lower than sleep trains interest free for 3 event, on now . Guaranteed sleep train your ticket to a better nights sleep so who is winning in retail . Lets start with retailers that have demonstrated real pizzazz, which may sound like a silly way to judge stocks but incredibly necessary if you want consumers to get in their cars and drive how many miles they have to go to enjoy their shopping. First of all theres starbucks. Tomorrow the reserve roast reopens, something chairman is calling a multi sensory Retail Experience unlike any other. It is inspired by his fascination of willie wonka takes spending to a whole new level. As you can see from the just open buck head store in atlanta and this poster for los angeles opening october 22nd this year. I got to tell you, the thee at rickal nature of the business drives customers. If youre willing to take a multi perspective. I know i would. Then theres cost co. What can i say about 9 same store sales growth. People are looking for nearly half of that. Its time to go treasure hunting. Hld shopping always beginning with cost co and can end with cost co. Who know whats they have. They have something for everyone. It is still the greatest store ever told. We didnt get numbers from home depot today yet but have you checked out what they have. My buddy bought what was 100 wreath for 35 smackers last weekend. You dont have to go anywhere else for your home trimmings. Another onestop shop. Tired of ceos telling you how shopping gets them down. Numbers for l Brands Division including Victoria Secret and body works, down right astounding, plus 8 almost double what wall street was possible. I have been buying from bath and body works forever. I dont think this stock is done going higher. Victoria secret, remains to be seen. Given the numbers, i think i need to get over myself. Finally the maker of ugg boots we went to Downtown Manhattan and i found the 3d Shopping Experience thrilling. Let me give you the bottom line, in the end i like entertainment and so do you or you wouldnt be watching this show and you cant get entertainment from amazon, you get from these shows, sch why their stocks are the Holiday Gifts that keep on giving at this time of the year. Peter from north carolina. My stock is pantry ptry with Earnings Report next week. Im going to make it really simple, when i hear the business pantry, i know what they do, i stie myself, okay, theres a Company Called kroger, just own kroger, do not think this. Thats as simple as i can get. Sure the mall isnt in fashion tliek was but some retailers are giving the consumer experience. Much more mad money ahead. Including a diamond in the rough oil market. I got your way to survive chaos in oil and crude. Plus scouting your portfolios in a brand new edition of diversify. Stay with cramer. Continues its lower are there any other Energy Companies worth owning . Of course some Energy Companies are worth buying you just need to find the ones little to no Commodity Exposure and therefore dont feel the pain of lower oil. Take the Third LargestEnergy Company in the country, kmi, a low time cramer fave with a magnificent dividend and terrific blue print for growth after detailing its plan. After decline in crude in past couple months Kinder Morgan is still less than half point off its high. It should be snapped up. In fact i think the stock would be higher if not for the whole sale collapse in oil. The reason, back in august the founder and ceo announced a bold move saying they would be requiring three Master Limited partnership in the family, including kindred Morgan Management and partners in el paso. Completed the merger a week ago. If it hasnt coincided with latest drop, they would be higher. Kmi now is just a regular corporation. Makes it much easier to fund the build out of the many pipeline opportunities Still Available in the oil space. 2 in dividends next year. Management continues to raise 10 by each year for many years to come. How is that possible . How can the largest Pipeline Company in the countrys plans be so unchanged. As ive told you for years Kinder Morgan is almost totally insulated. These Pipeline Companies are basically toll road operators, collecting fee bases on the volumes they transport. In this kmis case 82 are fee base. 94 are either fee base or ahead for 2014 which means you shouldnt let the collapse in oil prices scare you away from this fantastic stock. They own the natural largest gas pipeline, 60,000 miles of pipe, largest trans furthers in north america, largest carbon dioxide, more useful than the down turning crude, can be shipped over seas, very important given looks like the keystone will never get built, on top of all that, they also own a whole fleet of tankers that could ship oil from the gulf of mexico where it can be refined in United States. Kinder morgan has them beat on this one. Oil cast for 14 of the business nearly all of the that production is hedge. The kind of Oil Producers that use c 02 typically get low cost. In stark terms, for every 10 decline, kmi takes an incredibly tiny hit of less less than 1 . When we see them working on 17. 9 billion worth of new projects, we dont have to worry. They have built a business to with stand i gigantic drop off in the price of oil. Plus kmi is really more about natural gas and oil, 54 of earnings come from knat gas pipeline. We know natural gas is increasing rapidly in the United States not taking into company the liquid gas exports remember shem ear. Plus only way to ship to mexico is the pipeline. In shord the decline in oil is almost irrelevant varnt to kind morgan. The company has immunized itself with hedges. When you consider the new kmi on its own terms, best growth and highest yield of any Large Capital dividend toing in the whole s p 500. I dont hi this situation can last. They would yield 4. 8 next year, thats insanely high. I happen to believe will be much lower. In fact with the Oil Producers and the oil surface names and the fall off of crude i think they will flock to kmi. Don dont forget right now Kinder Morgan is probably the smarter and safer way to play energy. Let me give you the bottom line. Despite the massive decline in oil, king pin less than 2. 0. I think it deserves to go higher maybe much higher especially with the 2 share coming in next year stop worrying, start buying. Johnny in maryland. Caller boo yeah jim. Go ravens. Caller thank you i want to say condolences to you and your family on the loss of your father. He was a Great American and im sure he was really proud of you. I had a lot of great condolences from nice people. Thank you. Caller your welcome. I got a question about world dutch. Ive earned it about a year, you think it is time to start adding more to my position. We talk about this constantly, my coportfolio management we like them very much but i think you could trade to 64. 64 would be the level i would buy more not here. I dont think it will help our bases enough and the stock has a couple points down side. 64 is the level. Bob, hey whats up. Caller hey my question is, cal co is it time to pick 134 of that up . Co conoco. The problem is, this stock, its at 69. It was in the 50s when oil was at these prices before. Even though has that good yield why should it not have a chance to go back to the 50s given the decline in oil. My price 59. Oil prices keep sliding, oil stocks are getting crushed, kmi is poised to go higher. The pipeline play that isim you knowized against falling oil prices. Much more mad money ahead. Find out about flirting with hall time highs, make sure youre protected, plus dollar for dollars, stick around. vo rush hour around here starts at 6 30 a. M. On the nose. But for me, it starts with the opening bell. And the rush i get, lasts way more than an hour. announcer at scottrade, we share your passion for trading. Thats why weve built powerful technology to alert you to your next opportunity. Because at scottrade, our passion is to power yours. We just got a fantastic automobile sales number on tuesday. Tonight i want to introduce you to a high tech play on dealer track technologies trak. Dealer trak now has a sof wear as a Service Business that provides services for Digital Markets and retailing and basically it is a total Management System to provide car dealership efficiency. It also operates a huge credit application and Lending Network to help 45 of all lending in the United States. With auto sales looking good, no surprise this stock is rallying for the next six weeks, can it keep climbing. Lets take a closer look and find out more about the company and where it is heading. Welcome to mad money. Thank you sir. Nice to be here. I have to tell you. I bought a car, millions of people buy cars, when i first suggested to have you on, i had said i didnt know if i ever used you, turns out if i bought a car i have. If youre behind the car we are behind the scenes helping that process. Were giving dealers all the tools to help manage the process of finding the car to executing it in the store or perhaps online some day. One thing ha intrigued me was when you made this acquisition, you really are not going head to head with any of these dealers . Not at all. No. Dealers are our primary customers, dealers, oems and the lending community. We work with them and provide them Software Solutions process to help buying and selling cars much more efficient than is today. You have maybe the best pulse for how