I like gdi calls. Go to march. Give yourself some time. Doc j . Away, march 25 calls. All right, im melissa lee. Thank you for watching. See you tomorrow, 9 00 a. M. For squawk on the street, back at 5 00 for more fast money. Dont go anywhere. Mad money with jim cramer starts right now. Im jim cramer. And welcome to my world. You need to get in the game. Going out of business and hes nuts, theyre nuts they know nothing i always like to say theres a bull market somewhere mad money, you cant afford to miss it. Hey, im cramer. Welcome to mad money, welcome to cramerica. Other people want to make friends, im just trying to save you a little money. My job is not just to entertain you but to educate. So call me at 1800743cnbc. Even on days like today where the fed didnt say anything we didnt already know, but people used it as an excuse, an excuse to take some profits. Dow dipping 44 points, s p sinking. 39 . Nasdaq declining. 36 . You can feel the pain the house of pain. Its the pain of the bearish Money Managers being overridden by the you guessed it. And thats precisely why i dont expect this pullback to last too long. Because we have a powerful force pushing this market higher. Im talking about the attempts by Money Managers to keep up with the galloping averages and the heartache those averages are causing. All aboard all right. Lots of people have been talking about the return of the little guy to the market. And how thats driving stocks higher. Oh, yeah, its a factor. Its only a piece of something much bigger that may be behind a huge amount of this january advance that i got to put in context for you and ive got to do it tonight. It all begins with a Fourth QuarterGross Domestic Product we started the day off with. Here we go again,. 1 drop. Especially when you consider the 3. 1 gain we had in the previous quarter. Thats amazing. This number was mindnumbing. When i saw it, i shouted omg. But of course, no one could hear me because at that moment i had no voice whatsoever. Instead of this ridiculous froggy master imitation im doing right now. All right. Anyway, the gdp number reeks of recession. But in truth, many things that are happening in this market stem from that number. I think two factors caused this incredibly poor gdp performance. One manmade and one caused by mother nature. Im talking about all that chatter about the fiscal cliff. And hurricane sandy. Lets start with the former. You know what . We never have a memory for the fear certain events engendered. But it was only a month ago that our country seemed on the verge of an astounding series of negative events courtesy of that cliff. The air was thick with charges and anger and partisanship, frankly it was kind of insane. The worst since congress after the civil war. It was a terrible time for the republic. We were the worlds laughing stock, it was impossible, impossible for individuals or companies to figure out what they could possibly do without knowing what would happen with their taxes. The uncertainty was horrendous, the mood sour. We were getting all sorts of cross currents about what would happen with corporate and personal taxes. Were they going to raise taxes, were Capital Gains going up . Would the alternative minimum tax snare millions of people . Would businesses have to start a whole brand new round of layoffs . Executive after executive came on this show to say, look, we cant do a thing. Whats the point . We will just have to undo it. Business confidence plummeted, and the idea of forming a new business. Well, remember when the ceo of paychex came on and talked about the paralysis caused by the cliff . Who would leave his job to start a new business in that environment . Okay. Retail sales werent that bad. But they nose dived right at the end of the quarter. Retailers were afraid to restock inventory figuring that spending would drop off the cliff right along with the nations finances. It was all in all a very bad time for our nation. Now, overlay the storm of the century for the northeast. One that shut down the wealthiest area of the country for several weeks and caused what ultimately may be 100 billion in damage. You had the physical shutdown from the storm neatly and miserably dovetailing with the mental shutdown caused by washington. The result, the abysmal and artificially reduced Gross Domestic Product number we saw today. Most Money Managers are fixated on that topdown analysis. They look at those numbers, they care, they correctly detected the secession the business in this country was undergoing. They pulled in their horns because of it. Some cases, dramatically. I understood it. Say we came in to 2013 over the fiscal cliff. I would say the vast majority of Money Managers out there believed we could be down 5 , 6 , 10 on the s p and there was no sense of taking that kind of beating. Why not raise cash coming into the year . Why not raise cash the last week of december . At the same time, individuals wanted to beat the higher taxes. Many cashed out of their on their gains. In the personal accounts, in their i. R. A. S, they raised cash knowing they might need that cash to pay much higher taxes. The taxes that a failed attempt to fix the cliff would produce. A huge amount of dough moved to the sidelines immediately. Companies themselves accelerated payouts, putting tens of billions of dollars in the hands of shareholders who had no idea what to do with the money other than sit on it. So we came into the new year and we were paralyzed. Inventories lean, huge part of the country damaged by a storm, totally dysfunctional food fight government. And were brimming with cash. Everywhere for the biggest rainy day of all. The day we jumped over the cliff. But then we dont do the cliff dive. And contra to bob dylan, the hard rain, it didnt fall. In fact, we didnt get that much. We didnt get dinged except for the rich, who are the most able to handle it. All right, yeah, i can make a big deal about payroll tax thing, no problem. Nevertheless, its a small fraction of what we really feared. Stocks kept their favored status, including relatively low taxes on dividends. Something i do not know a soul who predicted. So we get a huge case of sellers remorse and the stock money comes right back in, the business that was put on hold comes pouring back, hiring begins again, business formation restarts, inventories get rebuilt and a totally different january from one that anyone expected. Sure we can try to make a big deal out of this sequestration. I wont. I think its a huge mistake to do so. We have a breakout of peace in washington and the big business money, cantor, not Speaker Boehner whos viewed with suspicion by corporate executives. And cantor doesnt want the business derailed anymore. He recognized thats, well, bad for business. All aboard that means we get either a peaceful solution on sequestration or the government to cut. Which, by the way, most americans view as virtuous. On top of that, you know what we do . We keep those super low rates that Ben Bernankes fed committed to again today making dividend stocks with their terrific tax status ever more cherished. Meanwhile, housing gaining steam, inventories are lean. At the same time, we havent even started the massive sandy rebuild. This confluence while fabulous for our nation happens to be a nightmare for Money Managers. A ton of the money coming in is going right to the s p 500. And thats off like a rocket. Plus the dow jones average chocked full of companies that benefit from overseas markets which are improving, including europe, yes, europe, well, theyre trooping higher too. That means bearish Money Managers, they have to scramble to keep up with the joneses and the s ps. Competing with the passive indices to justify their own reason for being the gigantic buybacks executed every day make the job more difficult. Theres not enough stock around to save all these buyers. Okay. Now at a certain point, the markets got to cool down. As those who took the big risk of buying when others were selling, well, you know what . They ring the register. They cut back some of their holdings, thats todays markets to a tee. Plus, when valuations get stretched as theyre being now, earnings have to be pretty darn good to justify the runs. Although we all know that disappointment produces dips that bring in buyers, not sellers. But good earnings like we had tonight from sky works, jdsu, qualcomm, citrix and, you know, decent numbers from facebook. They can and probably will cause a buying panic with all of their bright tidings. All right, heres the bottom line. Its clear. Fund managers have to chase stocks and put money to work. On up days and down days like this one to keep up with the averages that are benefitting from washingtons exit from the business pages. And that robust Housing Market aided by the coming sandy rebuild. We can have breathers like today, but you know what . They are pauses that refresh and nothing more. Robert in new york. Robert . Caller long time listener from day one, mr. Cramer. Firsttime caller. Well, tonight will be a challenge to listen because of my voice, but i appreciate it. Caller clf recently announced a Fourth Quarter 1. 4 billion noncash good will impairment charge. Jim, can you please explain what that means and how it plays into dave einhorns rampup in china. Is cliffs a buy, hold, or sell im not a cliffs guy. They overextended themselves. If you want to play, my Charitable Trust owns vale. Theyve already reduced expectations and i think it can go higher. Its a powerful force at work, people, in this market. Money managers desperate to keep up with the averages. I think it will make pullbacks like today on a trip to higher levels. Mad money will be right back. Coming up core positions . Oil prices are back in the rise. And Domestic Production continues to expand. Wondering how you can profit from Americas Energy potential . Dont miss cramers earnings exclusive with the ceo of core labs to discover if its ready to cash in on crude. And later, the prime time retail king that delivers everything to your door versus the maker of gadgets you never knew you needed but now cant live without. The markets picked its favorite. Could things be about to change quickly . Stick around for cramers take all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter, have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. All stations come over to mission a for a final go. This is for real this time. Step seven point two one two. Verify and lock. Command is locked. Five seconds. Three, two, one. Standing by for capture. The most Innovative Software on the planet. Dragon is captured. Is connecting todays leading companies to places beyond it. Siemens. Answers. Im always talking about the north american oil renaissance. That huge surge in Domestic Energy production made possible by both new discoveries and more importantly new technology for getting oil out of the ground. But i dont stress the value of the technology enough. And how its being used internationally, particularly to explore in deep waters where big oil finds are just now being exploited. Given what many people believe to be the permanently global price of crude. Its a terrific time to come back to our favorite tech company in the oil and gas industry. Im talking about core lab, clb, a company that uses its expertise to help Oil Producers figure out how much crude them in the ground. Core doesnt just gather intelligence, they also do production enhancement. They can tell Oil Producers the best place to drill in order to squeeze for crude out of the oil fields. Where they show their clients how to maximize their return on the investment in a given oil field. In short, if youre an oil company anywhere on earth, you want core labs to get the most out of your assets. Schlumberger and weatherford have started to compete in the space. Now, core labs just reported after the close today, delivered a real good quarter. Earnings coming in 1. 17, 4 cent beat, better than expected revenues, upside guidance for 2013. This is a stock ive liked for ages. We spoke to the ceo one year ago. And since then, core labs is up 10 , good, not as good as s p over the same period. Longrd here is tremendous. The first time we had core labs on the show back on august of 2006, stocks given you a 228 gain with reinvested dividends. Weve had him on the show seven times since mad money began, each time core labs was higher than the last. Youre going to want to pay close attention now that we have david dempshire back. Find out more about the quarter where his companys headed. Welcome back to mad money. Hey, jim, thanks for having us back on mad money. Glad to be here. First, do we have a lot more oil than we realize both in this country and the world . Because the places youre exploring, most of them ive never even heard of. Well, yeah, jim, if you look at the Unconventional Resources in north america, theres a bountiful number of plays left to be discovered. And so the amount being produced today is at about a 15year high in crude Oil Production. When we look at plays like the bakken, the eagleford, and core labs believes theres one, possibly two more Oil Unconventional plays left to be discovered north america. So, yes, with added technology, with fracking and our fractured diagnostic technology, we are helping our clients recover more and more of this unconventional oil. There may be two more big ones that we dont even know about yet . Yeah, we believe theres one, possibly two left in north america that will come out over the next couple of years. Thats incredible. Now, i also detect some countries, looks like to me that mexicos getting back in the game and starting to drill much more seriously than it used to. Yes, jim, thats exactly right. Mexicos looking offshore now in the deep water. As you know the gulf of mexico deep water has been prolific, and that trend curves around toward mexico. So you will see over the next several years, a lot more deepwater plays offshore mexico. We believe theres potential there for billions of barrels of additional recoverable oil. If you look at mexican production, its off some 2 million barrels. They need this Deepwater Development and core lab will be there to help them. I know mexicos deregulating the gasoline. They have much more money. Theyre committing right now to much bigger projects. Yes, and this includes, again, the offshore where some of these wells could cost 100 million to 300 million to drill. And when wells are that expensive and these environments are that hostile, you need a lot more science to be used, and when a lot more science is used, they call on core laboratories. We look at their rock properties, their fluid properties to ensure they recover the optimal amount of oil and gas every day, but more importantly, the amount of maximum oil to be taken out of that reservoir over the life of the production. Youre also the First Company ive seen that is actually really starting to make money in iraq. Yes, thats right, jim. We now have 12 projects in iraq. They are some of the most profitable in the company. We are working on the redevelopment of those fields in the south. Some of the big fields there. But also, theres been discoveries into north up in the kurdistan area. Its difficult to push more oil out of those. However, using core lab technology, were going to show our clients there whats the best way to have maximum recovery from these reservoirs that are undersaturated in natural gas. And youre going back to older fields. I know the north sea. The north sea is supposed to be running out of oil, but theyre bringing you back in to find more . Thats correct, jim. Were working on a number of projects. A Record Number of projects in the north sea out of our Aberdeen Technology center. And what were trying to do is lessen the amount of water cut or increase the amount of Oil Production out of some of these old wells. The north sea started to produce oil and gas back in 1975. So it is an aging petroleum province. Aging petroleum provinces are perfect for core lab because our technology will help them as you say squeeze more oil and gas out of those older fields. Last question, a lot of the other companies that i deal with and service, theyve been hurt by weak Natural Gas Prices in the United States. That is not hurting core labs, is it . Thats right, jim, if you look at our technology, its better applied to International Crude Oil related projects. So if you look at our revenue mixed right now, we are 80 crude oil and 20 natural gas. Half of that natural gas revenue comes from large lng developments like we have novell in the mediterranean, chevron and exxon off the west coast of australia. So these large lng plays play into our strength, as well. Well, ive got to tell you. This is the best quarter ive had you on of all of them. So thank you very much, david demshur. Thank you so much, jim, our seventh time has been a real pleasure. The stock tends to get hit after the Company Reports and then you buy. I dont know if its going to get hit this time. Thats how good clbs quarter was. Core labs is bankable and so is the company. Stay with cramer. Coming up the prime time retail king that delivers everything to your door versus the maker of gadgets you never knew you needed but now cant live without. The markets picked its favorite. But could things be about to change quickly . Stick around for cramers take. The first thing you need to know about wall street is that there is no such thing as equal justice under the market. You cant expect all stocks to be treated fairly, and youd be insane to think all stocks will be treated equally. Thats not how the game works. We have a system where different types of stocks are treated in very different ways. I know this is something that can be incredibly confusing to people. Lets take a moment now to explain using two household tech names that just reported. Im talking about apple and amazon. How does whats happened with these two stocks make sense . Last week apple reports a less than stellar quarter. But they managed to beat the streets estimates. It doesnt matter. Stock gets pounded falling some 64 points or 12. 4 on a single day. The house of pain. The iphone numbers were a little light at 47. 8 million versus estimates of 48 million. But apple sold more ipads than expected. And the gross margin was better than investors feared, yet the stock still got put through the meat grinder. Then last night, amazon reports a flat out miss. The Company Earned 21 cents when the analysts were looking for 27 cents. The street was expecting to bring in amazon to bring in 22. 6 billion in revenues, they fell short of that number by more than 1. 3 billion smackers. Wow, what a shortfall. Now, amazon has an incredibly lofty valuations, selling for 68 times earnings. And thats without backing up the 137 billion of cash theyre sitting on. So youd think when amazon disappoints, it would get hit much, much harder than apple because highmultiple stocks that miss the numbers have much farther to fall. Yet, thats not what happened. Instead amazon shot up roughly 10 in the aftermarket, not down 10 . Up 10 . As investors decided the quarter was actually a thing of beauty despite the missed numbers. Amazon managed to deliver higher gross margins. What they make after the cost of sale and finished todays session at 272, up 12. 41. How the heck does that make sense . Isnt this just another example of the markets utter ridiculousness . No. It would be crazy if apple and amazon werent playing by the same set of rules, but theyre not. Amazon is viewed correctly as a turbo charge growth stock, taking share and investing huge sums of money to build out its business in order to become the premier global ecommerce and fulfillment company. And when you have that kind of growth trajectory, the market will let you get away with almost anything. Apple used to be viewed as a growth stock just like amazon, hence the long run up to 700. But now its lost the growth. Theyre asking questions, theyre demanding answers, particularly why apple isnt using all that cash to get more growth or earnings or something. Because it isnt doing did dly. Their growth is seen as real and sustainable. Let me drill down so you understand this growth nongrowth dichotomy because its really important. Amazon can get away with so much more than apple because they still got that aura of growth. For example, amazon can say theyre investing in china. Give us no more detail than that. People lap it up. Yet, we demand to know exactly how many iphones apple is selling in china right now to the unit. Amazon can say they cant keep up with demand for the paper white, the ereader and nothing more, give us no other details. Who knows how many theyve made, sold, how much money theyre making on them. Can you imagine if apple didnt spell out how many tablets it sold . If apple didnt make enough, we would call them idiots for missing the whole holiday season. When asked if theyre going to have new devices, amazon says stay tuned, we would tar and feather Apple Management if they said Something Like that. Meanwhile, we are so worried about apple maintaining the huge growth margins it has. A teeny weeny increase. We want apple to predict with great certainty how many devices itll sell. But amazon, it makes a point within the text, not the boilerplate opening, that its not possible to accurately predict demand and results that could differ materially from our guidance. This right after apple says its going to give very realistic guidance. How much is amazon making on the Third Party Fulfillment . Meaning letting others tap into the supply chain to deliver goods quickly . How about, oh, hundreds of millions of units worth, tens of billions of dollars . What is this like mcdonalds selling billions and billions of burgers, does that count as disclosure too . Lets try to pin amazon down. They did in a previous release give us a detailed breakdown of what theyre doing. We learned, for instance, that Third Party Sellers sold enough santa hats to be able to wear a new hat for santa, to be able to wear a new hat every day for the next 137 years. Number of santa hats per share ratio. They sold enough guitar picks to give one to every attender of wood stock. The old price to pick analysis. They sold enough tea lights to keep a votive illuminated continuously for over 200 years. The allimportant votive to sales ratio does amazon make more money full tilling other peoples products than their own . Thats for us to know and you to find out. Thats how the company works. We did find out that ebooks are up big and amazon owns the ebook category. But how big . Guess again. Sorry, none of your bees wax. Amazons Conference Call had fewer facts than a Donald Rumsfeld speech. So what gives here . Well, first, they can get away with it because amazon has virtually no competitors, which means when they want to, they can start showing all the earnings they want. They just have to stop spending to invest in new business. But like netflix and salesforce. Com, the other two spendaholics, amazon wants to take over the world, that costs money. Apple, apples like a realist painter. Winslow, homer, its trapped in an unfair world of realism. Amazon, its an abstract artist. And its share price defies what you expect at conventional stock options. It still has the visionary founder and ceo. Netflix, another highflier, it has Reid Hastings at the helm still, salesforce. Com, amazon has visionary beezos, and the price can be infinite, bezos, laughing all the way to the bank. Apple has real competition from samsung. With an android operating system with the visionaries from google. Sure the markets big, but samsungs beating apple in cell phone share and perhaps more important, apples phones may not be good enough to take that share back. Tablets are terrific. But apples lost the invinceability that extends to the tablet market. Apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. Its no longer the only game in town. Amazons total Addressable Market if it can perfect sameday delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, Hardware Store around the globe. Maybe one day selling houses and boats if u. P. S. Can figure out a way to deliver them. The Addressable Market may be no longer than the personal computer and cell phone replacement segment. And many think in a few years, those markets will be saturated. Nobody will be able to get the cheap capital again to build the network that amazons building. The mote, its huge, they live in kcamelot. The market says theyre on the wrong side of the tech tracks, even as i know only one person who uses anything except apple and thats steve balmer, my College Friend who runs microsoft. I didnt hear anything from blackberry today that tells me the erosion wont continue. But the markets saying so what. Apples a has been and amazons future has never been brighter. Amazon makes money selling the eblades, the Business Model is loved. Apple, though, is a raizor. Apple has to constantly innov e innovate, but the old razors are working well with the new blades. The valuations for amazon, anything, eye of the beholder. If apple wants to regain the petina of growth, apples sitting on 137 billion of cash, amazons market cap, 123 billion, apple should buy amazon. Something to restore the companys status as an invulnerable growth stock. Life is unfair. The great stock prognosticator jimmy carter told us that. I say cry me a river the size of the amazon because apples rain forest eco system is being challenged by development everywhere. When you have turbo charged growth, you can get away with anything. And reality places no limits on how high your stock can go. They should bite the bullet and buy amazon. And hey, they could keep jeff bezos as ceo restoring the stocks visionary premium. John in illinois. John . Caller hey, jim, how you doing . All right, whats going on . Caller i got a crazed super computer for you, man. Company headquartered out in seattle, washington, i did a little homework on it. I found good cash, little or no debt. But the one thing that stood out to me, i was wondering because of the limited possible limited market is the future growth. Is it can we see no, you know what . I think you got a winner, but i think you should take half off the table. I looked at that company before, im shocked its gotten this high. I want you to cut it in half. Sometimes the market isnt fair. The market wants growth, amazon has it. Apple, its got enough, but ive got to tell you, the market regards it as subpar growth now. And apple, look, if they want to do it if they want to get it back, theyve got real work to do. Stay with cramer. It is time it is time for the lightning round on cramers mad money. Rapidfire calls, you say the name of the stock, i tell you whether to sell or buy. Play until this sound and the lightning round is over. Are you ready, skedaddy . Robin lynn in mississippi. Robin . Caller is it wrong for me to want to hold on to or buy more of my stock . I really like the dividend. I do too. I think youre okay in that dividend. I would stay in that stock. Lets go to erik in florida. Eric . Caller jim, symbol speculative and red hot. Understand people are saying theres a bubble bursting in 3d. Be careful, its a good company. But the stock is very rich. I still like the concept, though. Lets go to robert in new york. Robert . Caller jim, a real big bbbooyah for joseph a. Banks. No, im looking for a 15 off sale. A two for one. I dont like that quarter at all. Lets go to eric in california. Eric . Caller hey, booyah, jim. Booyah, chief. Whats up . Caller thank you for taking my call. Question for you, i have duke energy and i have energy transport. Which no, sell energy transport. Sell, sell, sell duke is one of my absolute favorites. No, one more, nancy in maryland. Nancy . Caller jim, its nancy. How you doing . Caller great. Arcadia national im interested in. No, too hard for me to understand. Im not an owner of that, im not a buyer. Ed in new york . Ed . Caller jim, booyah to ya, i hope you feel better soon. Im doing my best, partner, whats up . Caller whats going on with Sandridge Energy . Ive got to tell you, i think with oil going higher, you stay at eight and when it gets to eight sell, eight sell, sell, sell sell, sell, sell and that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Coming up you plan, you play, you try to be perfect. But can your strategy stand up to cramers test . Call, email, or tweet jimcramer to find out if your portfolio has what it takes in am i diversified . Nobody is more passionate about the market than i am. Nobody in this whole country. I wanted to thank you, you have saved my retirement. You are why i come out here and do this show. Thank you so much. The stuff that youre doing for all of us is so important and i just want to say thank you. My husband and i watch every day and we count on your help for small investors like us. Put cramers 30 plus years of experience to work for you. Mad money weeknights on cnbc. [ cows moo ] [ sizzling ] more rain. [ thunder rumbles ] [ male announcer ] when the world moves. Futures move first. Learn futures from experienced pros with dedicated chats and daily live webinars. And trade with papermoney to testdrive the market. All on thinkorswim. From td ameritrade. If youre taking pills for type 2 diabetes and youre still not getting the control you want call now or visit controlispossible. Com. You have a chance to help control your blood sugar for yourself and for those who depend on you most. With your free chance at control kit, youll get facts about insulin and how it can lower blood sugar. A meal planning guide that makes sense of food labels, serving sizes and shows how you can still enjoy the foods you love. An awardwinning app to access nutritional information and find restaurants. Plus a blood sugar diary to help track of your levels and progress. Dont put off calling; find out more about adding insulin to your type 2 diabetes treatment for yourself and for them. Call now or visit controlispossible. Com for your chance at control kit. It will give you better understanding on insulin and how it can lower blood sugar. Call now or visit controlispossible. Com. With the s p above its with the s p above its key 1,500 level and the dow approaching 14,000, many are questioning how much higher can these averages run. And how can you keep making money when the market decides to take a breather much like it did today. The answer, my friends is diversification. This market may have your excited its a terrific place to be right now. But its vital that you dont keep all your eggs in one basket no matter what. And thats why we play, am i diversified. This is where you call me, t me your Top Five Holdings and i tell you whether your portfolio is diversified enough. Lets start with a tweet from dirkfall, who writes my from 90 to 120 list, berkshire hathaway, vmware, celgene, caterpillar, deere, would i will diversified . Lets go to work here. Berkshire itself is a diversified company. Deere, machinery, okay, come back, celgene, drugs, yes, were going to have to get rid of deere if we keep c. A. T. , its too similar, they do tend to trade together. Why dont we be in a tech. Lets be in qualcomm, just reported a great number, should satisfy everybody. No, not me, just a second. Too much like vmware. Lets do ive got an idea, lets do home depot, a retailer that has nothing to do with the rest of these stocks and what im buying for my Charitable Trust actionalertsplus. Com. Mitch in arizona. Mitch . Booyah, jim. Booyah. Hows it going today . Been better, thank you. Whats up . Caller okay. Well, i wanted to thank you and your staff for the great job you guys do. You cant put a price on your entertainment. Youre terrific, thank you so much. These stocks ive had for a couple of years now, i want to see if i am diversified. Okay. Caller weve got plains allamerican pipeline, paa. Yes. Caller cvs care mark, cvs, ebay, ebay, american campus communities, acc, and las vegas sands, lvs. Jim, am i diversified . Oh, i like this one. Okay. Let me make a quick check. I like it. For one reason in particular, because lvs just reported a terrific number after the close. Ebay, exchange lets call it paypal, frankly. Sands is a casino, cvs is a drugstore, plains is a nice conservative pipeline company, very similar in terms of yield, but theyre not alike at all when it comes to the business. Pipeline, Real Estate Investment trust, credit card company. Lets call it that. Casino and drugstore, thats beautiful. I love it. How about a. J. In North Carolina . A. J. . Caller hey, jim, whats going on, man . Bbbooyah. Good to have you. Good luck in the ncaa, youll always do pretty good. Caller all right. Let me give you my Top Five Holdings. Smith and westin, whole foods, wfm, facebook, fb, new York Mortgage trust, and manu. Wow. College kids know how to pick em. First, another Real Estate Investment trust with a good yield, i like it. Manchester united, i didnt like it when it became public, its been a horse smith and wesson, supermarket, internet play, gun play, sports play, Real Estate Investment trust, ill see you at the ncaa. Maybe not the final four. Stay with cramer. Coming up promise land . Chesapeake founder resigns after an apparent battle with the board. And the stock soars. But tonight, cramers drilling down to find the real winner. Next. Living with moderate to severe Rheumatoid Arthritis means living with pain. It could also mean living with joint damage. Humira, adalimumab, can help treat more than just the pain. For many adults, humira is clinically proven to help relieve pain and stop further joint damage. Humira can lower your ability to fight infections, including tuberculosis. Serious, sometimes fatal events, such as infections, lymphoma, or other types of cancer, have happened. Blood, liver and nervous system problems, serious allergic reactions, and new or worsening Heart Failure have occurred. Before starting humira, your doctor should test you for tb. Ask your doctor if you live in or have been to a region where certain fungal infections are common. Tell your doctor if you have had tb, hepatitis b, are prone to infections or have symptoms such as fever, fatigue, cough, or sores. You should not start humira if you have any kind of infection. Ask your rheumatologist about humira, to help relieve your pain and stop further joint damage. Somewhere the gods are having a belly laugh in irony. Theyre sitting back and cackling about how on the exact same day that aubrey mcclen nonretreats, Kinder Morgan is snapping up the pipeline partner. In order to get much bigger in the very business he personified. Whats so comical and twisted about this . Aubrey mcclendon built chesapeake on the notion of rising demand and rising prices of natural gas and natural gas liquids would make the business he cofounded into the greatest independent oil and gas company on earth. He had already made chesapeake into the second largest producer of natural gas in the country after exxon mobile, but prices didnt rise for natural gas or natural gas liquids. Used to make all kinds of plastics. Instead, they plummeted. Aubrey bet the company on the idea that natural gas would not only become the Natural Power generated fuel it is becoming overtaking coal, but it would also become a major surface vehicle fuel, the latter which makes so much sense, simply didnt happen or take off in time to boost chesapeake. Aubrey is saying hes retired, but other sources are saying he was forced out. A victim of the ways that have always been his hallmark. But just at the exact moment when he departs, rich kinder, the dean of t complex in the u. S. Swoops up the partner in pipelines in order to get more exposure to the transfer of, you guessed it, natural gas and natural gas liquids from the eagleford shale among others, two refineries that can turn fuel into plastic. Kinders saying the revolution that aubrey bet his company on is now upon us. Aubrey didnt get there in time. I believe that chesapeakes decision to remove the man who has discovered more nat gas and liquids than anyone else on earth will mark the bottom in pricing for oil natural gas. Kinder morgan knows they will need that pipe from the big oily fields in this country before it commits to a huge industrial buildout to take advantage of the cheapness of our natural gas. His timing, its as exquisite as chesapeakes is awful. You cant blame the board for actions with aubrey. We know they always like the assets, but they chafed against the man who found them. He pretty much told us that when we visited him in ohios utica shale last year. And while chesapeake has excellent prospects, aubrey had indeed overstretched the Balance Sheet and company had been in retreat mode to meet the cash flow obligations. Mcclendon bet the style wrangled the board. All that said, though, chesapeake can survive and even thrive if rich kinders right about the copano buy. I think he might be. We havent seen the last of aubrey mcclendon. We havent seen the last of chesapeake. It will downsize but remain a key oil and gas producer. But the real victory here is rich kinder. He can take advantage of all of that drilling and aubrey and so many others have done and bring that to Market Making a real killing for the shareholders and partners. Kinders gotten to the promise land that aubrey dreamed of. His Kinder Morgan partners is the winner and chesapeake the loser in the amazing United States oil renaissance. Stick with cramer