Greece. Our road map begins with retailers hoping that online holiday sales click on this sibler monday. Will they make up for the thanksgiving weekend seeing shoppers spend less than a year ago. Lots of business around amazons Package Delivery via drones. Another month in the books. Well explore whether the trend is likely to continue in december. A number of wall street firms initiate cover of twitter. Well have details on the caller later in the program. First up, welcome to cyber monday, the day that online sales surge following the thanksgiving weekend. Retailers hope that makes up for the Holiday Weekend. The National Retail federation says total spending fell 2. 9 compared to a year ago, the first decline, guys, in seven years. How concerning is it . Well, look. I think that this omnichannel has taken off. I dont classic example. I dont know a lot of people went to the mall. You can say its A Groucho Marx thing. Everyone is there so they dont want to go. I went to amazon. I ordered a fit bit. My kids dont watch so i ordered them and great prices and heck with it. Ill go buy clothes on amazon. They have an amazon. Com rewards card. Thats less than five pounds. I want that drone. Drone me. Drone me the card. That was just great. Jim, though, this is the time of year seems as though we get data points all over the map and things dont agree with the first data. In other words, sales are down and then see something and then you get the credit card data and its very hard to figure out what to listen to. I agree. I mean, theres too many channels to buy. Also, i mean, we know that walmart and target are struggling. They are a huge part of spending. Where is that money going . Away. People arent borrowing as much as they used to. I hesitate to reach any conclusion other than the fact that, geez, theres a lot of places to shop and a lot of ways to get goods and now, of course, from the sky. Yeah. Were going to talk about bezos drones in a minute. I love him of all the data, were looking at relative strength apparently in tablets. Online traffic for tablets up 90 from last year. Phones, people talking about appliances and sears where people are out shopping, ready and armed to buy some stuff for their house. I dont know whether hard goods are accounted the way that they should be. Heres the kindle fire xds. Its going down as i look at it. Exclusive mayday button. Hard goods, i still think gme is a buy. Game stop. They do that return thing. I think that was effective. Best buy stock has not come in after that i went to a best buy this weekend. You did my god. Where . 16th street. Dire straits. 62nd street. Found it on my block at pc richards ten bucks less. There you go. I am a loser. Thank you, best buy. They didnt break price there. Microwaves are pretty cheap. But i got accustom akoused by sales there. We were looking at pcs. I was with my son. Great salesman. So clearly, it was its been working for them. Could be anecdotal. It is. I dont know that i want to draw massive conclusions from your shopping trip. We do from your shopping trips. Okay. Listen. All right. Get this we have for years. Its worked. We had to buy we finally make one. I microwaved the turkey you just dismiss it out of hand. No. I was six and 60 and mad dash going to go over all the places you visit. David made it out of the house. That is alone. Carried the darn box and then i said thats it. Never doing this again. Ordering on amazon. Im having it come to my house. We got to explain this drone thing, david. Yeah. Walk us through this. Hopefully i dont know if we have video. How could we not . Its incredible. I happen to be watching the show, as well, last night and saw that. As it was being broadcast. Amazingly enough. Amazon is testing delivery of packages using drones. Now, the unmanned jets, i guess, they could call theyre not jet engines. Optic copters. Packages that weigh up to 5 pounds. Thats 85 of the packages they deliver. Heres what mr. Bezos said about the drones on 60 minutes. Not before 2015. Thats the earliest that we could get the rules from the faa. My guess is thats probably the optimistic. Could it be, you know, four or five years . I think so. It will work. And it will happen and it is going to be a lot of fun. Looked like fun. The video they had of it being delivered over beautiful farmland to a gentlemans home. I thought was interesting. Hows that going to get to various residences that we have in major urban areas . Drones sort of hitting apparently lights. They dont need to be manned. You plug in the gps, hit go and it will deliver it on a day by the way where goldman does up the price target. You have to just on the commercial. 60 minutes commercial. Probably takes out terrorists, too. Multipurpose. That thing is great. That is just great. It is drones are here and gps. Listen. Hes talking about it being green and the fact that, you know, again 86 weigh less than 50 pounds of their deliveries. I know. You can take out a lot of gasolinepowered truck that is are making those deliveries right now. U. P. S. And fedex, immediately the committee to protect us against drones i dont know. You say, listen. Drones theyll crash on the highway and drones can hit people in the head. I would imagine it will be years. And also, what will manhattan look like if the skies are filled with drones . Holy cow. Could be like world war z out there. Ill say this. To those who talk about amazon and more interesting part of the profile or the story last night on 60 minutes business bezos discussion of being a disrupter and expectation of being disrupted and trying to avoid that fate for as many years as he possibly can and Something Like this, whether it happens or not, they continue to think about the future of this company. Right. In different ways that they can avoid or continue to just i think on two front. R d element could have only come from them. It is not coming from fedex and the rollout of the story on a week, on a monday where were talking about nothing but retail is a Public Relations coup. Brilliant. Thats why i dismiss all the numbers of last week because i think amazon is such a major part of commerce it may turn out to be a good fourday stretch. I mean, i was surprised the five pounds i mean, i guess i dont know. Like books . Whats five pounds you order from amazon . Everything . Phone. Any many electronics. Ipad, mini, tablets. All those from amazon. Yeah, right. Fascinating storiment talking about it all morning long. Trust me. Want to talk markets. After posting gains for three consecutive months, both are in the midst of an eightweek winning streak, the longest for the dow since january of 11 and longest for the s p since january of 04. The dow needs 18 point farce 3,000point year to date. I went over the charts this weekend. I thought the market looked so extended and yet im so reluctant to use the term bubble. Im so reluctant to say its over just because theyre extended because they have been extended for weeks what motivates somebody to sell in december . We had potential sales right. Dont have that this year. Say you own amazon, all right, lets maybe the most extended stock in the chart book. What are you going to sell it today . You just got the hoopla. Can you let it go . Are you going to let go any retailer with the idea that maybe, like, you know, like the worst is already over. You talk to meg whitman. I want to buy hewlettpackard. You do . On those numbers. People did buy them after that quarter better than anticipated. Though the turnaround still to come in the allimportant 2014 year in terms of really will they keep getting it done. I think thats fine. Look at the dow stocks. I can make i can craft an analysis for 25 of them thats positive. I mean, Morgan Stanley downgrades 3m. Many you read it, its relative valuation. Im not going to sell 3m if i read that. Its a major roll here. Its multiple expansion. Listen. Maybe they have a bigger year next year. Asias pretty good. Fifth biggest gainer for the dow 3m. We are beginning to see, though, jim, price targets for year. Putting a 2014 year end target of 2014. Is that not an indicator of something . Well come back and say, look, i have so many, so many of these value groupon valuation. Open table valuation downgrade. Trulia. Apache. Goldman. Why . Because of valuation. I mean, dover. Buy to hold. These are all very strong stocks and suddenly we should sell them because theyre over valued . Versus what . Well, the tenyear treasury a year ago yielding 176 and now 276. Thats been a pretty significant change. A big move but at the same time economy a little bit better. Unless you count jobs numbers, right . Which well get another look on friday. You want to go against the autos . I think gm will have great numbers. Theres momentum thats difficult. David, you made the best point. Do i want to sell anything other than the losers . Five stocks in the dow up less than 10 and clunkers. Okay in maybe you want to sell a clunker, caterpillar. A clunker, ibm. Otherwise, why take the gain issue . I talked to a couple of guys who believe we will have a technical meltup in the winners for this very reason. Why would you sell them . Youll buy more or conceivably because nobody has a reason to sell them. We look at the supply. I look at the quarters to me the most important thing is not the revenue growth, not the Earnings Growth but the shrinkage. Companies bought their own stock hand over fist and not a lot of stock for sale. I think its major. Looking for clues as to how business news, working into the overall american psyche, check out the New York Times over the week. I think the crossword puzzle. The New York Times magazine. The clue jim cramers network. There are other people at the network. Im looking at 58 down. Wow holy cow. Best one to be in for the week. High distribution. Only one i got in that whole puzzle. When we come back, on this monday morning, ibanker ken mullis is here. Also ahead, goldmans chief u. S. Equity strategist will join us live with his outlook. Another look at futures. S p not fallen in december since 2007. Really . A a number of wall street firms out with the first calls on twitter since the company went public last month. All initiating coverage of twitter with buy ratings. Morgan stanley has an equal weight on the stock and jp morgan is neutral on twitter. Price targets there, jim, in the 40s and 50s. Yeah. Below might be jpm at 40. We have goldman, two great contrasts. Goldman with a buy. Compelling user growth and opportunities. Dont see it making money any time soon including 2015. And then i like this one. This is bank of america merrill. Revenues taking off and grounded on valuation. This is an incredibly positive piece except for when it comes to the valuation. I think thats what people are struggling for. In other words, people like it but they cant justify paying this price. This is a very sobering piece and especially because this the bank of america merrill, what a great contrast. They have it making money while using the bloomberg estimates but the you could argue that theyre not really making money but basically what im saying is that even the bulls, they think its expensive. Little uneasy here and the notes come with various base case scenarios. A base case, one upside scenario. Theyre trying to hedge that. Yeah. I mean, i think that twitter is when youre watching sports now, you almost always expect every communication to be twitter first. It is incredible. My friend adam is 2. 7 million twitter, twitter followers and i find that sports is a espn, constantly. Watching the auburn game. Okay . Just the twitter just from all the you cant keep up. You cant keep up. I call it the over game. No offense to saban. I find that twitter is a thing, when youre watching something, you are on twitter so i totally get the upside to the story but i also think if the stock if its 28 the stock going higher but its too high. Ive seen you watch an eagles game. During halftime i tweeted. Really . I tweeted that i was looking at the charts. And i tweeted the mad money team in the box. But no. I do not tweet during the game because thats bad luck. Thats bad karma. And remember, my karma, what i wear determines whether the eagles win or not. Of course. Except for one time when i went to tammy reed and i said she was the former eagles head coachs wife. I said the reason i wear is i wear number 87 every week. She said, i checked with the coach. He disagrees. It is weird even if it works. Whatever youre doing, keep doing it. Four straight. Oh yeah. Im wearing the silly hat, the jersey and the silly throwback jacket. Breaking team records. Just its miraculous. Its miraculous. Its deckerlike. Four touchdown passes i believe. Im raising price target decker. Yeah. Im going to buy, buy, buy josh gordon even though hes in cleveland. These are important recommendations im making right now. Seriously, what a weekend in sports. Sports is just but thats why, really mention it in terms of dovetailing with twitter. Thats the defacto watching sports tweeting and kind of an amazing thing to happen so quickly and not dismissing twitter but the price. Yeah. When we come back, markets coming off their third month of gains. How should you be playing them in december . Cramer has some answers. One more look at futures before the opening bell and just over ten minutes. Dont go away. Tdd 18003452550 searching for trade ideas that spark your curiosity tdd 18003452550 can take you in many directions. Tdd 18003452550 you read this. Watch that. 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Go get help i have my reasons. Look, you dont have to feel trapped with our raise your rate cd. If our rate on this cd goes up, yours can too. Oh that sounds nice. Dont feel trapped with the ally raise your rate cd. Ally bank. Your money needs an ally. We have about eight minutes to go before the opening bell. December 2ened, how did that happen . I have no idea. Lets start off with ebay. This is an interesting call. We have ebay neutral to buy at suntrust. Channel adviser. A company that forecasts things saying ebay did well over the week. Why is this important . It was a great mystery to people, david. On friday, people buzzing saying it must be bad, got to be something and ebays below 50. It looks like nothing was wrong. This is a very tough trader. But the idea that they had a good cyber weekend tells me the stocks got some room to run. You believe that to be the case . I do. The stock they came into a quarter, reported not a great quarter and people expected it to be better than it was. The stock suffered as a result. I spoke to them two weeks ago today and he indicated nothing wrong and the fact that this channel adviser said things are good gives me hope i say hope because i think its a very well run company and driving people crazy. Yeah. Retail, of course, you look at lets call it flat for the year and the likes of amazon. Urban outfitters. Speaking of retailer that is are driving people crazy, this is a threelegged stool. They have got three people. It is doing incredibly well. Theyve got anthropology, a fabulous house. And then their flagship Urban Outfitters, not doing well. People want to bail from this thing. If they get a season right, david, this stock goes to 45. But it just it really is one of these situations where theyre missing the holiday so i mention this because, you know, a lot of what is that about . Merchandising . Merchandising. Making the right decisions . Having the right person in place to do that or do they not . All of those. I think this is one of those where its always going to be look at this. Its this is when it reported looked like to be better and then right here not to be good keeping this is one where maybe they separate the companies or Online Business is so good to do something. Urban outfitters has become the biggest conundrum of the high growth retailers i follow. Not a Department Store but a once Great Company and then fell down getting rid of the ceo. Brought back the founder. Looks good again. I would not trust this stock. I would not trust Urban Outfitters. All right. Ill keep that in mind. All right. We have the opening bell just a few minutes away and keeping an eye on retail as you might expect on this cyber monday. More squawk on the street when we return. [ male announcer ] once, there was a man who found a magic seashell. It told him what was happening on the Trading Floor in real time. The shell brought him great fame. But then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their Trading Platform. [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a. Shell. Get live squawks right in your Trading Platform with think or swim from td ameritrade. You are you are watching cnbcs squawk on the street. The opening bell in just about 2 30. We are coming off a three straight months of gains for the dow and s p. Eight straight weeks, something the s p has not done in almost a decade, guys. Coming off a november, almost 3 or better. And then december historically the best month for the dow and thats going back to 1896, jim. Again, thats people i think not wanting to take tax not wanting to have to pay a tax bill. Really, again, usa today wall street looks like pamplona. You think this is an article which says bubble, bubble, bubble. Instead it is about how broad the advance is. Its a very positive article how the advance is different from some of the advance that is have led to big falls. Very smart piece. The dows gained year to date three times the gain of last year. Do you expect that trend to continue into 2014 . In any way . I think its very hard if we forget we will have another washington bruising. Right . Do you