And sure we saw some real uglyness in the october leading up to the great recession. From after the stocks closed today can we please remember this month can be bullish with dow gaining 1,371 points best in four years. And s p falling nasdaq sinking as well. Now with one more week of high profile week ahead of us and fed agree to keep rates low this paftd week lets go to the calendar. Monday we get results from bluest of blue chips, visa and estee lauderdale. We know this market is giving you some bizarre buying opportunities likes the selling with starbucks last night. If my conviction about this quarter has only gone up since master card resulted master results earlier this week while American Express once again gave a hideous number earlier this month. E estee lauder doesnt strike me as a company is that will screw up again. We also have ism American Manufacturing going into recession . Lets see what the numbers tell us. After the cause monday we hear from fit bit. Fit bit is often lumped in with go pro. But go pro as we learned earlier under spent on its future while fit bit invests mightily with new product. I like this stock, decent buy for longterm investors. Lately this market has taken a liking to oldfashioned Food Companies like krks ello kellogg. You might want to buy some kellogg. Cbsc corp im warning you not to bet against him bet with him. We hear from tesla, everyones kids seem to love tesla. Tesla is a cult i cant bet with or against a cult. Teslas fabulous at promotion. Expect proshow even the numbers arent that good i have no dog hunting in either direction. Al allergan has become a take over narrative. I like it either way. In some ways i hope it comes down so my travel trust can buy more because it will get a 40 billion cash check in stock in the First Quarter because it is selling its generic drug business to teva to give more options to the shareholders when it comes to making money. Each time takes a good company and makes it better it would be amazing if pfizer bought allergan. Stock went out 308. It did hit my initial 100 price i set. When it was selling at 60. Best thing to do is wait for the market to give you a better entry point. Started today the stock was hurt badly even though it is an Amazing Company its a rich stock. We also heard about stock not that cheap but going down a lot, whole foods, to me wfn if i were running the show i would take it private. The group is falling out of favor. If you want to buy wait until after the quarter. Still more expensive than kro zbrks er thats kroger thats my favorite stock. However, just under 30 might be close not yet. This Industry Needs to have whole foods the company to put them all tokt. Thursday its all about disney. Thursday its all about disney. Disneys worked back to nearly 114. My take is you buy disney where it gets hammered. It makes a good case for itself. It bought back a gigantic ament of stock in the amount of stock in the interim. I would never take other side of a trade two quarters in row hes the ceo. We also heard from cell gene. To me this might be the quarter where we hear something about rocepto it was recently required by celgene, a very inexpensive stock on 2017 numbers which is how you value bioteches in what is known as the out years. Friday it will be all day fed talk. This is what i do, i put head phones and listen to joc jams. The curious statement from the feds could be in a simple phrase. If employment weakens if you are bull you route for weaken employment number. Me i just want to buy good to g stocks at my prices and hold them. Be ready to pull the trigger. The bottom line. Sell. You know what, most of the earnings have been good so far this month, in months now done, and were rewarded with higher stock prices no matter what the industry. I think that will again the case next week. And theres plenty Good Companies to choose from. How about dora in louisiana. Dora . Caller . Caller back in september you talked about hewlettpackard and ive heard the stock price might go up to the 30 or 40 range do you agree and do you feel good about the split. I do feel good about the split. Remember stacy smith the cfo intel said he thought the p c was doing okay. If you want the a pc you got the enter prize portion of hewlettpackard and if you think there will be consolidation of groups than you want to buy the hp portion. I think there could be a trade ahead. Gene in north carolina. Gene . Caller jim, thank you for 20 years of your knowledge and entertainment. I have a significant portion of my market in epd. I dont know if you were on the Conference Call the other day when they reported, ive been saying this is the one to own, that was a really good quarter because Enterprise Products partners is the new blue chip in that segment and they are going to do well in this lower oil environment. Lets go to victor in california. Victor . 1kw4r caller hello jim. Bo orks yha. Boo yeah. Why is solarcity getting hammered. Second time. You can go down once and market will be forgiven but twice no, the market is going to say boo, and thats what they did with solarcity for the record i aint going to play solarcity. From good stock rewards with higher prices. That could continue next week. Only 55 more days until christm christmas. I will reveal which retails could be high. And im focussing on the merger snyder lance with diamond food and i have exclusive request ceo after earnings. I got an idea, why dont you stick with, cramer announcer dont miss a second of mad money follow jimcramer. Send him an email to madmoney cnbc or call 1800cnbc. jimcramer. Send him an email to madmoney cnbc or call. Wherever i go people want to know if it is safe to buy stock of walmart. Figure has to have big yield sooner or later. N does the it have to turn. I think the yield could get bigger not from the way you like, thats because i think walmarts stock could go lower. 3. 4 yield doesnt enough protection even when dividends are safe and covered the way walmart is. Why . For many reasons. Last year they had Free Shipping if you spent over 50. Which i thought was a mistake given their lower income demographic. Unh unher unheralded turn around based on change in the stores, boy do they look good, coupled with international offers. You would be surprised how much private labels versus nationally branded stuff. Target like costco, cheaper brand names. Walmarts order on line pick up in the store strategy, costco has more room to encroach on walmarts turf. I think they are taking walmart shoppers. Plus costco is a cost advantage from kirkland brand and membership. Unlike walmarts they do have sams club. In addition to the everchanging delivering products to your amazon nem sis, however tltz one thing walmart has in its favor it is odd it gave you a gigantic multi year guide down allowing them to do something bold, boulder than anyone. But can they be bold enough . Will they be . Not with the current offerings and plans . Of. What do they need to do 12 . They have to try something very gutties. Guts jagutsy. You can slice your phone bill by striking a deal with t mobile, you could offer Free Internet provide they had spend 100 on walmart. Com or 50 in the store on selected items. You could offer something at a well below cost, yes the blue light special, except make it so it is only available with a walmart charge card. Or you go to starbucks and tell ceo to give the coffee away to anyone with the walmart credit card. Thats why i didnt want him to commit to the 20 million buy back. It would be better use than to try to prop up the unpropable. Bottom line, its going to be a target, amazon christmas, the worse kind of christmas for walmart. I will tell you this, if you dont think my ideas could get people in stores i have wasted a lifetime of retail through my fathers it eyes no one new it better than that man, first working in the box stores and selling boxes and bows for 50 jeers he knew, years, he knew, right now walmart doesnt know, unless they watched this segment. News ahead, we talk eaton, and im sitting with the ceo of add coto find out what the heck is going on. Vago find out what going on. vo what does the world run on . It runs on optimism. Its what sparks ideas. Moves the world forward. Invest with those who see the world as unstoppable. Who have the curiosity to look beyond the expected and the conviction to be in it for the long term. Oppenheimerfunds believes thats the right way to invest. In this big, bold, beautiful world. We thought wed be ready. But demand for our cocktail bitters was huge. I could feel our deadlines racing towards us. We didnt need a loan. We needed shortterm funding. Fast. Our amex helped us fill the orders. Just like that. You cant predict it, but you can be ready. Another step on the journey. Will you be ready when growth presents itself. Realize your buying power at open. Com. You might not have noticed the hub bub of earning season but on wednesday got major acquisition in packaged food space. 1. 3 billion cash in stock merger. Dime is maker of nuts and chips and popcorn, these are all household brands. I recommended the stock over the summer. Thanks to the take over now you have a 29 return in less than five months. Because we believe in accountability and i always take the blame whenever i get it wrong i think it is okay to take a victory lap here in diamond. It is a dramatic story. Watch. Sooner or later the market will start giving Diamond Foods the credit it deserves. If it doesnt i could easily see the company be grabbed up by a larnger kpetit larger competitor for ill aisle aisle space in the food section. Now should you ring the bell and walk or is it the Company Worth owning. I thought it was a brilliant acquisition. Why am i such a fan . Heres a Snack Company created in 2010 by a merger snyder, love those pretzels and lance, today they make chips and crackers and uber cramer fave nip cheese and bread sticks and all sorts of cheese sticks and pork rinds, this is far from healthy as it gets but we know unhealthy snacks are so popular, after all theres a reason theres an obesity epidemic in this country. The fact is people love to eat junk food. I eat three of these after my workout. You should have carbs after a workout. Now the latest quarter was an out and out disappointment. Sales were just up 1. 8 year over year. However i think acquiring diamond is what Snyders Lance needs to reignite its grown, far outweighs the sub optimal performer, given they fell from 36 to 32 its since bounced back to 35. 54 as of today thanks in part to couple of upgrades yesterday who see a bullish deal. What makes combination so compelling, first of all they are incredibly competitive grabbing a lot more aisle space after this transition. After the deal closes management can decide whether to shut down under performers and reduce competition in snack space. Diamond foods is much further along selling health foods, so buying diamond gives them more exposure for the less than bad for you part of the snack market. They anticipate new synergies. Second they are complimentary on a financial basis. Diamoniq diamond had not so hot recent quarter but schneider third and perhaps most important both companies are small companies. Thats why combining in order to become larger makes a ton of sense. Fshz the key is scale. The larger you are the more control over shelf space and pricing power. Its all about this combination. Meanwhile the operational advantage could be enormous, the combined company with manufacturing facilities across the United States and uk. They have turned cape cod chips into a National Brand i love those chips and with diamond facilities will have Distribution Channels to grow into national or Even International power houses in fact had he have viewed diamonds uk business as a beach head it creates opportunity to cut cost by eliminating back office jobs, using greater scale to get lower cost neez are hall things these are all things why people merge. They expect 50 costs be realized by next year all by 2017. I think they are low balling. I am a big fan of diamonds food ceo Brian Bristol who took over and master minded one of the greatest turnovers of all time. Last but not least, i got to tell you snyder lance could snap up new dominant company in snacks base. Pepsico could do it, bolster the fritolay business. Although that business is so strong. Cocacola could run that through their distribution. Hey you know what heres a 52week hyperenal, we know that mono lease would like to sell the company if thats off the table it makes sense to go into acquisition mode and snyder is target once this is put together. I was a big fan of diamond food where we found out it was being bought out by Snyders Lance and after the deal closes the combined company will be a power house. Its absolutely worth owning. Now where the heck are my nip cheese. Larry in massachusetts. Larry . Caller jim congrats on your precise focused questions on your debate. And uber congrats to your wife on her birthday this weekend. Geez, how did you get all that. I forgot was her birthday. I got scrambling to do. Caller no gift cards this year. Do we buy more on bases when we are over 20 like i am with white where. Did you see guy with couple calls it got the stocks going. I like the chart. We feel it is holding at 40 level. I believe november 5th might be put under natural organic. We got to wait two more days. Lets see how it does and then well make a decision. All right good talking to you. What do we have going on maybe my stage manager kyle knows. Diamond foods was hot and it will become a major power house. Much more ahead. We talk eatons results, not that great today. Well see if they can get it buzzing again. Then agco still up 7 this year. Is that Company Field of dreams or is the story soiled. I got the exclusive with ceo. And lets end the week with freaky friday holiday addition of the lightning round and of course a look back at the week that was. Stick with cramer auto is. I told you repeatedly that in this earning season beaten down stocks able to rally off take industrials. General electric, boeing even gm, but some numbers bouncing too. Consider what happened with eaton, big manufacturer of control products, hydraulics, truck transition missions a transmissions and arrow space components. Eaton cut its full year guide for Second Quarter in a re. Why weakens. Stock rallied. Sometimes by 3 . High yield at 4 . In was some positives not only is eaton expanding construction to cut cost but also 1 billion in capitol they are ready to deploy to buy back stock and maybe do acquisitions, with trading nearly 12 times next years earnings estimates thats enough for a nice rally. Lets hear from mr. Cutler to find more about the product welcome back to mad money. Thanks jim, good to be with you. I seen positives. The cash flow is holding up pretty well, actually better than expected and obviously you have a nice cash balance you can do a lot of things with. How would you think you could make it so stronger market costs have more money in them and maybe some of the weaker markets cut back. Sure 1y5i78 jim youre right we had 973 million and next year up 10 to 15 from this year. Doing very well in terms of what we told investors of having stronger cash flow company. We were very clear with investors at end of the Second Quarter that we expect to split future cash flow by half fenway n a and buying back shares. At the kusht price were focussing a little bit more on buying back shares. The quarter we came in at 95 half way between our guidance 90 and weve seen organic growth deaccedesell rate. We think get out ahead of it, cut companies. In spite of weaker top line. Which of these have the best two or three year prospects, for instance i think aero space you already had great growth. If there was a way to do an acquisition to turn the mix it would be great are there just not a lot of sales in that sector. We continue to be bullish in aero space and electrical which we think grow next year, if we can see the right opportunities, price correctly, we wouldnt hesitate to add to that. At the same time were also aware we have investors interested in seeing us buy back shares so theres a rough balance of 50 50. But during weak periods we will be opportunistic in buying back shares. Question out there is not when the feds should raise but when. When i hear about your end markets i question whether you would think it is the right time to raise interest rates. Yeah we do believe that, look, weve been almost eight years at abnormally low interest rates, at some point we need more realistic activities in that record so most of our peers would agree the first step whatever it turns out to be is really priced in the market at this point and time we get to a more normal Monetary Policy and then start to deal with responsible fiscal policy. Some of your markets, i kno , have gotten 5i89 ba little bit. When i look at europe they are doing a lot to make things better there. With injure tax regime does it with your tax regime does it matter where it is good. In other words a euro in europe actually works more to your advantage if you were in the United States correct . Clearly our tax rate is largely a result of where we earn money so if our business is stronger in countries that have lower tacxes and most of europe is that way it resultsrtreboun inve investors. I a better flow to our investors. N better flow to our investors. We had 650 million buy back shares. 450 million this year. Its a real benefit to our shareholders and means we have kasht for grow cash for growing in markets we like to build on. Excellent. Great to see you and stock had a great move, thanks so much for coming on chairman ceo of eaton. Se see you, sir. Thanks jim. These are beaten down stocks and if you think they will come back, they are certainly the place to be. Is. Its time for the lightning round. Are you ready . Ski daddy. Cramer mad money. I want to start with rory in texas. Caller jim thanks for helping me turn 5,000 into 120,000 and down payment on house in less than five years. Yes thank you very much. Caller beautiful. Been doing what you say, 25 shares as the stock keeps going down, do i keep buying, sell or hold. Which stock many. Caller horizon pharma. It is not a valean but you dot to wait for the smoke to clear and stock goes down because it is a weird gui