Monday, seem like childs play meanwhile, target, which advertised so heavily this weekend for virtually every Football Game i watched saw its website crash, crash they just dont have it down yet. Third amazon strength is the malls weakness, i was heartened by very heartened by an interview that macys ceo gave at the end of last week, a lot of people werent paying attention. Listen to me, he said business has picked up. You can tell that somethings good here but then you look at the stock, no mood to listen. Macys went down into it after the disappointing earnings, the broad line mallbased retailer seemed to have been written off for the duration. Fourth, the mall site effect is just crushed by amazon. One of the reasons for the enclosed mall the synergy, walk through a nordstrom to get to a j crew, pass a neiman to get to a coach. It worked. Did your shopping at a mall by going past a bunch of stores and shopping in one after another. Now shopping at home. Speaking of home, many of our guilty pleasures these days involve staying home. Grand theft auto the single biggest entertainment release of all time, not a movie, video game. Video games the hottest segment of the retail economy and netflix caused to you binge on a weekend you should be shopping, with a hot new series, Jessica Jones this past weekend on my brand new ipad pro, which i love, you just dont have enough free time to dwell at the mall. It doesnt even seem to matter that gasoline has fallen to levels one thought unimaginable, literally 50 less at a gas station this weekend than i had the year before. You simply cant dislodge the cell phone shopper watching narcos on netflix. Six, if youre constantly spending time on google or checking facebook, then youre just too tempted to buy everything online. We used to send wish lists to each other in my family, these days, send my amazon gift list, i want the new hit, the man in the high castle, holidays watch with me over christmas break. Amazon checks as price check for virtually everything. One point, thought that best buy could be this show room for amazon. These days though, with the easy return policy and the consumer being more savvy about their own sizes, not to mention increased desire to be frugal, dont pay the salesperson commission with amazon, their prices just cant be beat. Other retailers have to take in more and more inventory to please the mall sight seers they hope come by and if the weather is bad or any of the key holidays leading up key days leading up to the holidays, they get crushed along with their suppliers. No secret the stocks, under armour, vf corps going down, seen as purveyors of lots of Winter Weather clothing. You need that psychological spark of cold weather to get the sales going. I made enough seams calls with my late father to small retailers in the Holiday Season around philadelphia to know that warm weather meant unpaid bills for my dads boxes and bags and boss built of bankruptcy given that retailers operate on such thin margins. All of these worries, you have to ask yourself, who cant beat trigger on any retailer. Its just too unsafe if you dont. [ gunshot ] what Companies OfferValue Proposition that makes it so on days like today whenever retailer is down . Do some stock picking. Before i give you some names, understand aside from the oils and slight semiconductor stocks, almost everything fared poorly today. To me, it felt like a genuine selfprogram of remotable sectors, maybe related to the end of the month, maybe not. Either way, respect the fact that youve already had a redhot market for some time. We are overbought. Although i believe we could be in for a decent december, even the winners, like amazon, they gave up some. With that in mind, i think costco can do well in this environment. Know it from my trust, which you can follow along on the newsletter because it makes it real money from your membership card. People willing to pay much more for that card which we know because when the Company Raised the price not that long ago, almost no one bought. Costco offers incredibly compelling price and genuine fortunehunting scenario, its fun. Exciting place to shop. Remember when i said you would go to the mall for one thing, come back with many . When we went to costco recently, one in jersey, get decoration and utensils for thanksgiving dinner we threw, we ended up departing with two carts of icantbelievehowinexpensive thisis material, everything from razor blades to cool winter jackets to kirkland socks, end ties and even a stud finder. Second, i like ulta salon, a boost from 180 to 215. Why not . Amazon, even with all the drone ideas shrewdly produced in the land the news today on cyber monday for max advertising effect, they never gonna do your hair. It is not going to have a beauty parlors in Distribution Centers which means ulta cant beat amazon. I think the numbers are still too low here and the stock is a terrific bargain after finishing three is tjx. A company thats huge beneficiary of the excess inventory of Major Department stores. Tjx comes in with cash and buys the inventory must be cleared by the dinosaurs and sells those goods at terrific prices to you. The Company Benefits from having homegoods, the only broad inexpensive housewares chain in a business with a price point. Frankly days, i prefer to William Sonoma detroit and barrel has a look. Four is home depot. People arent spending on their homes, they are investing in them and you invest in your house at home depot. The goods are literally flying off the shelves a Holiday Season. Lowes second best. Finally, i like dollar tree. Many people have been worried that dollar tree swallowed an operation with too much toxin when it acquired family dollar, the perennial underperformer. Got the report last week, found out otherwise, an incredibly strong quarter, people seem to have forgotten already. That is wrong. Here is the bottom line, certainly going on other winners this Holiday Season, argue some, cheap you just have to stash them for a better time. But heres the thing, i like a market with wide breadth and retail is a very big, highly visible category in the stock market. So far though, i can only say that if its an amazon christmas, then the retail grinch is stealing it from others with no sweet dr. Seuss ending coming your way to bring a smile to your face or your portfolio. Go to jason in new jersey. Jason caller jim, how are you . Hope you had a happy thanksgiving. My question on timberlake park, just increased their dividend, near 52week high where do you see the stock going . Okay, i think kimberlyclark is a classic buy homework stock. I almost said buy and hold, everything has to have homework done on t kimberlyclark is a stock i have been recommending since my first week at goldman sachs, now more than 30 years ago, i continue to recommend it i say buy, buy, buy. Evan in new jersey, evan . Caller hello, mr. Cramer. My question to you involves altria group, symbol mo. A merger of anheuser, imbev, symbol bud, with sabmiller, altria is getting a 10 stake in bud, 2. 5 billion in cash and two seats on the board of directors. Alltime highs, mr. Cramer, while altria seems to be flat lining. The stock did ran up anticipation of expected deal, david faber and i talked about that deal endlessly and it got to a little bit below the 4 yield. Thats not good enough. That said, i dont recommend tobacco stocks on the show because i i do not care for tobacco, but if you wanted to buy that stock and take that dividend, set up an antitobacco clinic, fine with me. If it could get amazon, then its ready for pain, but dont get me wrong, theres still some winners out there and im here to help you find them. On mad money tonight, looking for. Ing that sparkles this season . The stocks behind these Stocking Stuffers have been a mixed bag. Im revisiting my take on tiffany and some of the countrys largest jewelry brands. Wait till you hear where i stand now. Plus, can abercrombie compete this holiday with a fully dressed executive suite . The man behind the 160 billion deal to form the Worlds Largest stay with cramer. Last week, we got some puzzling action in the jewelry space as signet, the parent and zales reported the first weakerthanexpected quarter in ages and the stock got obliterated, falling from 140 down to 134 last tuesday. That was a 4 decline. With shares continuing to dip down today to 131. At the same time, tiffany, the Major International jewelry powerhouse thats been a total dog all year delivered what he i would regard kindly as a mixed earnings report. And tiffany stock managed to rally on the news, vaulting 4 high the same day signet started getting slammed a month ago, i did come out here and i did recommend signet, a terrific relatively unknown jewelry play seemed ready to roar thanks to the resent acquisition of zales, an acquisition seemed prime to start paying off in the Third Quarter but of course, be great for the christmas holiday. I told you that signet, the king of midtier jewewry and Engagement Rings the best way to play the space and thought the company with a relatively cheap stock still had a lot of room to run. Fast forward to today and clearly, i got that signet call wrong. Wrong given that the stock has fallen from 147 where i recommended late october down to 131 as of today. So, mea culpa. You get things wrong sometimes. I got that one wrong. But you got to understand why. Its really important why i got it wrong. First, was i totally mistaken about the story or did i simply get the timing wrong . Has the narrative changed in the jewelry space with the market anointing tiffany the new leader and signet the new loser or the expectations really get out of hand for signet while at tiffany the bar was finally lowered enough that this troubled company could miss the numbers and still see its stock go higher . In short, we need to figure out whether the fundamental story at signet remains intact, which would mean that this recent pullback is a fabulous buying opportunity or something has lot less attractive and we should cut and run. Take your loss. Either way, i made a mistake recommending the stock at 147 last month, but down here at 131, i have got to tell you, i think signet has the potential to be a lot more attractive, depending on what really happened this quarter, depending on what really happened. Lets go over it. Going into the latest quarter, signet on fire as the company gained market share here in the u. S. , expanded internationally, used the greater ask a i will to put through marginboosting supply chain improvements, because of the scale, getting all the companies together. After reporting a series, not one or two a series of betterthanexpected quarters, i think investors started to believe signet would always win. A view i mistakenly share. When the company disappointed last week, the stock sold off hard, not unlike what happened over the summer with helen of troy, the Consumer Packaged Goods Company that saw its stock get annihilated when it missed numbers in july after developing a fantastic track record of trumping the estimates. Of course, you have to buy helen of troy that week and i came out here and told you to do that. Position. What went wrong at signet . The Company Reported a miss off the 39 cent basis, revenues a bit light, increasing 4. 9 yearoveryear. To make matters worse, while the samestore sales at kay jewelers were strong and the numbers from zales were solid, jared posted a 2. 7 decline in samestore sales for the quarter, which was far from encouraging and certainly weaker than i was looking for. So, what caused the miss . In part, you have to remember that this that before this earnings report, signet had beaten wall streets estimates for seven straight quarters and now what happens, the analysts start to adjust their estimates to the upside. No company can beat forever. Signets case, wells fargo and jpmorgan initiated coverage between the previous tremendous quarter and latest disappointed one and boosted the expectations even higher w he know Great Expectations can be a companys worst enemy. However this is not simply a case where signet simply mismanaged wall streets expectations, which they did in negatives in this quarter like the hideous number from jared and related slowdown signets inhouse credit business tied to the fact that jared is their highest end brand with the most creditworthy customers. They have negatives, very real. Signet down 21 from 52week highs i think its worth remembering this Company Still has plenty of positives going for it as well. Signet may have missed the numbers last week but the Company Finished up tremendous earnings growth, up 57 in the latest socalled disappointing quarter. Meanwhile, the synergies from last years acquisition of zales are beginning to throw with more upside expected next quarter. Perhaps most important when it comes to jared, their important business that lagged in the latest quarter, signet has some pretty darn good excuse. They say that the negative samestore sales at jared were result of distractions by new systems, processes and training that took place at jared stores, all of which meant the salespeople had less time to interact with customers. They wanted these upgrades in place for the fourth quarter, half, half of the companys annual sales and they also indicated that jared was doing a heck of a lot better in november. Hey, isnt that what really matters that suggests to me the system upgrade story is a real explanation and not merely an alibi for poor performance. The most recent data is positive. In short, last weeks miss seems like a onetype blip for signet since management Sales Guidance is strong, predict to 5 growth for the whole company, the Earnings Guidance is solid, signets forecast bracketing the wall streets estimate of 3. 54 per share. Put it all together and i think the signet story remains intact. Plus, after paying down the debt from the zales acquisition, the Company Still expected to roll out an epic buyback next year. Could be as much as 500 million, topped with 154 million left from signets purchase authorization. Lets not forget, stocks do get cheaper as they go lower, signet is trading just 19 times earnings. One of the great growth stories in retail, puts it at a discount to tiffanys, selling for 20 times earnings and disappointing. Same valuation, go with signet. Sure, tiffany stocks surge after the Company Reported last week with earnings coming in one penny better than expected after a series of many misses. Even sales were a lot lighter than the analysts were predicting, i think tiffany remains a troubled company. It is simply that after a year of failure, its stock finally got to the point where it could rally on a not terrible not totally terrible quarter. While tiffanys substantial japanese and european businesses seemed to have definitely turned the corner, i like this foreign tourist spending, the companys overseas profits handled by the dollar and domestic u. S. Business saw samestore sales decline by a whopping 6 yearoveryear, Foreign Tourists bought fewer piece at its flagship new york city store. Tiffany expect the Holiday Season to be bet they are year. Thats after the company disappointed last year and Company Still expecting the overall earnings to take a 5 to 10 hit in the full 2015 fiscal year, which is not what you call a sign of health and they have overestimated how well they have done in the past. Does not make for a turn around. And tiffany has had real trouble forecasting its business. Like how it was day care the last couple of quarters, which it got wrong. I think the story remains incredibly murky, especially when you consider that tiffany is such an enormous international exposure, we need to see an economic rebound before i recommend stock for an investment as i love to shop there and i think the merchandise remains supreme. Here is the bottom line, yes, i got it wrong when i recommended signet last month, but i still believe in the company and think the stock is a lot more attractive here at 131, especially since people dont buy their Engagement Rings on amazon. Despite signets disappoint the last week and surprising betterthanexpected numbers from tiffany but barely, im not ready to totally change my opinion on these jewelry names. I say stick with signet. I bet it pulls out just like play out just like just like the helen of troy this past summer, meaning you want to buy the stock in the weakness, the very same kind of weakness you got today. Im staying in the mall, checking out abercrombie. This retailer has been without a ceo for nearly a year. Do you drown the stock as the Holiday Shopping season heats up . I will let you know. Inside allergans multibillion dollar deal with pfizer to see if you should be buying the drug juggernaut. And why an nfl team tells you all you need to know about the current state of american manufacturing. Stay with cramer. Hey buddy, lets get these dayquil liquid gels and go. But these liquid gels are new. Mucinex fast max. Its the same difference. These are multisymptom. Well so are these. This one is max strength and fights mucus. That one doesnt. Uh. Think fast you dropped something. Oh. Ill put it back on the shelf. New from mucinex fast max. The only cold and flu liquid gel thats maxstrength and fights mucus. Start the relief. Ditch the misery. Lets end this. Daves been working on his game, and starting each day with a delicious bowl of heart healthy kelloggs raisin bran. Sweet tastes like winning. 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