Cramer's Mad Money - Exxon Mobil Will Survive Low Oil Prices (12/11/14)

| About: Exxon Mobil (XOM)
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Big oil companies will get through the current oil supply issues.

Denny's is making a comeback.

Retailers are benefiting from cheap oil.

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday December 11.

The Big Guys Live: Exxon (NYSE:XOM)

With oil prices at their lowest level in five years, one would think all oil stocks are plummeting. It just isn't happening with the big players like Exxon (XOM) that can afford to cut production growth and has its production hedged. Exxon could afford to buy some of these distressed producers at bargain basement prices. Exxon will continue to perform well, no matter the commodity price.

Denny's (NASDAQ:DENN) Is on a Comeback Rage

Denny's (DENN) is combating the onslaught against traditional dining plays with making smart business decisions. In addition to benefiting from falling oil prices, the company has undergone a major turnaround. Denny's is moving toward a franchise model, and as a result, has been able to deal with its huge debt load. It is also expanding into healthier menu options. DENN is also undertaking a massive remodeling campaign. Cramer feels Denny's is in the early stages of a comeback.

CEO Interview: Jayshree Ullal, Arista Networks (NYSE:ANET). Other stock mentioned: Cisco (NASDAQ:CSCO)

Arista Networks (ANET) provides cloud solutions to big players in the tech industry. CEO Jayshree Ullal believes the company is taking market share from Cisco (CSCO). Currently, the company is embroiled in an intellectual property suit with Cisco, but Ullal believes the company will emerge from it. The company provides low cost solutions and has seen its revenue rise more than 50% year over year.

Cheap Oil Is Good for Retailers: Lowe's (NYSE:LOW), Wal-Mart (NYSE:WMT), TJX (NYSE:TJX), LendingClub (NYSE:LC)

Cheap oil may be bad for oil producers, but retailers are cashing in with "stunning" earnings from Lowe's (LOW), Wal-Mart (WMT) and TJX (TJX). The newly traded LendingClub (LC) has seen an amazing 56% pop. Oil cries and retail lives on.


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