Of treated men had their t levels restored to normal. Talk to your doctor about all your symptoms. Get the blood tests. Change your number. Turn it up. Androgel 1. 62 . Earlier in the show, we asked you to weigh in on our street fight and decide who won. You said tim seymour, the freeport bear has taken this one home. So, good for you, tim. Nice. Thank you. Time for the final trade. Around the horn. Petey . First of all, i should have won that. Second of all, delta. Dal. Sour grapes. Tim . Second of all, you hear that baby crying . Yes, i do. Get long harmony here. We are long. Going higher. Karen . I like aig. Were long. Guy . Linkedin ahead of a barclays conference, i believe on wednesday. So, lnkd still goes higher. All right. Thank you for watching. Dont go anywhere. Anywhere, m jim cramer starts right now. 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 make you a little money. My job is not just to entertain you but to educate and teach you what to do in this wild and positive market. Call me at 1800743cnbc. Does Warren Buffett have to come to your house, serenade you with a ukulele, in order for you to get into this stock market . Is that what has to happen to move this market to alltime highs . Something it failed to do again today but came close. Nasdaq advanced. 39 . Perhaps without you. Think about it, heres the worlds greatest investor telling yo uh how stocks make so much sense here, certainly more than government bonds, yet can barely be heard and, of course, the sequester. No matter, buffett tells you not to focus on those things 678. But to focus on the businesses themselves. Like we say all the time on mad money. He doesnt want us sidetracked, offtrack, looking at the futures ticking down in the morning. Or hearing about the Coalition Breakdown in italy or the terrible state of the faltering euro or the yen today with the markets soaring once again. Even at 5 00 a. M. , looks like we would be hideously down. We were able to put it all in context because fortunately, becky quick in a mesmerizing warning managed with trenching questions to get the point across of what buffetts thinking here. If you ask me whether stocks are cheaper than other forms of investment, in my view the answer is yes. We are buying stocks now because were buying them not because we expect them to go up, were buying them because we think were getting good value for them. The dumbest investment, you know, in my view is a longterm government bond. Right as rain. Did you listen . The dumbest, government bonds, the best, stocks. It isnt just that stocks represent the best values on earth, he laid that case out particularly against these yields of governments. Its that Money Managers and acquirers keep bringing out those values on a daily basis. Yes, it wouldnt matter if the values just sat there like bumps on the log no matter how cheap they are. Every day it seems someone somewhere has brought out value or is bringing out value right now. Lets start with buffett himself. We know there are two buffett portfolios, therest the stock portfolio where he buys highquality stocks and holds them for as long as they remain strong. And then theres the actual businesses he buys with all of that cash. He bought that number of housing plays, which are beginning to come back. Been recommending the stock forever, not a moment too soon. More important, he bought Burlington Northern and now purchased the family of heinz. Buffett acknowledges hes paying a pretty penny for the acquisition. Listen. Makes sense because weve got a business we like and a partner we like and weve got a price that i barely like. Like so many u. S. Companies, here you have an unrivaled brand that isnt going to be supplanted by the chinese any time soon. Pass that chinese ketchup. What is that . No. Or japanese either, mitsubishi ketchup, no thanks. It would be one thing if the oracle of omaha was out there by himself. Like a one man bringing out value mission to show that u. S. Stocks are cheap and can be bought here to make a ton of money. Uhuh. Its an everyday thing. Take hess, a name weve been recommending for months ever since we put it together in a list of ten stocks we felt were right for being acquired or broken up when we finished last year. So undervalued that hess has drawn a lot, a lot and a lot of suitors. And its, of course, the main thing. The suitors, i think theyre behind the scenes. Its drawn heat from paul singers Elliott Management corp. For not doing enough to unlock value. Today hess takes a play out of the playbook of marathon and conoco splitting off the refining and marketing arms, buying back stock and going all n the bakken shale. We know the bakken, we visited there. Remember, the predecessor hess itself discovered the bakken and has some of the best assets in the light crude heaven. Looks like they want the whole company put up for sale. As i mentioned, i think theres a lot of people swirling around it. I would advise staying in hess because i think there are outfits that would pay 100 a share for this fabulous company with underexploited assets, and yes, management that hasnt been aggressive enough. How about the pressure carl icahn is putting on transocean. Today transocean announced a 2. 24 dividend giving a 4. 3 yield. I like that, but well below the 4 dividend icahn wants. Were not done with that. Value thats been kept down by herbal life. Amazing that the company lies down in the face of endless attempts by ackman to ultimately wreck the business. Or get the government to wreck the business. The house of pain. Icahn seems determined to take the stock higher single handedly out of disdain for the silver fox, my new name for bill ackman. Who may be surprised to see boiled out of jc penney tonight. I have become a huge fan of this Marissa Meier and what shes doing with yahoo. Nothing but a wholesale remake. A Straight Line tare since she came in, hitting another 52week high today. But remember what brought her to the job. Activism, it was the canny investor dan lobe who pressured into this action and thats how she came in to tame this undermanagement company and bring it back to oblivion. A relationship with yahoo, i have been flogging this yahoo. The stocks not done. These days is highly unusual to see not to see a takeover of some size when you come to work. Admittedly when i talked with david faber this morning on squawk on the street, not a big one, schulman buying. Think about all the lightning that struck since this year began. Theres linn buying barry. Michael dell trying to purchase his own company because of the low valuation, its just the first week of march. These deals matter. They have other ways that value keeps being brought out and im trying to keep that in front of you. The efforts by David Einhorn have failed miserable. And the stock is in its own personal bear market for decades. Apple wont listen to the reason of the shareholder or listen to anyone like me who has sugtsed everything from buying netflix to owning apple to get apple tv, 27 million, people take netflix or buying twitter to be a force in social media and theyre not. The silence here is deafening. And if tim cook is ever going to return cash to shareholders, which he should be doing aggressively, then he ought to be buying the heck out of the stock right now in this free fall. It makes no sense at all for apple not to be buying back 1 billion of stock a week. Right here and if the Company Thinks the stock is cheap, it is time. On another day, huge day to put up or shut up, a huge, horrible day. Its when the company should be in there buying. My charitable trust, which you can follow along by viewing actionalertsplus. Com. Fortunately, heavenly sold half of its position much higher. But days like this, down ten points, sorely trying our patience. The founder of best buy tried, he tried to bring up value. That said, i like best buy now that its the last man standing in entertainment business business on some of the more important items. The strength of housing, best buy has the wind in its back because of housing. Dont sell it. Im not excited by the activism im seeing from an outfit which seems to be on a wrong headed jihad against a Company Called trecera. The man that brought all that value out to the board of directors. Watch this one. I think tessera is worth buying. Look, id be willing to exceed the dicey nature given the uncertainty we live in and if these deals were just needles in the haystack i would be less likely to champion the market because it moved up gigantically in that short period of time. The valuations are certainly stretched for a lot of the stocks that buffett likes including heinz. But heres the bottom line, with so many people including the great Warren Buffett bringing out value in stocks daily, who am i to dwell on the negatives like the italian election, or the sequestration. All that seems to do is cause me to miss out on the main chance. The stocks of High Quality Companies that are targets of people who are a heck of a lot smarter than i am with the dollars to back themselves up. Lets start with bob in new york. Bob . Caller hey, hi, jim, thank you very much for taking my call. I have a position in barnes and noble and recently the chairman said hes ready to make a bid to buy the struggling 689 stores and the barnes and noble website. Is this the time to sell or should i hold on to my position . I was doing a riff on activists that are bringing out value and i would have mentioned barnes and noble except i thought the people l might therefore think i wanted them to buy barnes and noble and i dont. I think barnes and noble is a sell because the core business is faltering and id never recommend a stock on the show on a takeover basis when i think the core business is faltering. Matt in my home state of pennsylvania where i was this weekend, matt . Caller whats up, dr. Jim, how are you . How are you . Caller living my dreams one day at a time, my friend. Same. Caller i wanted to give yo a call. 20 the other week with all the controversy surrounding herbal life, do you think Vitamin Shoppe might be a better play . Skip that entirely and go for best of breed, we recommended gnc and im reiterating my position right here, right now. When the oracle of omaha speaks, we listen. And if hes buying stocks because he thinks theyre valuable, im tempted to believe him because the guys been right as rain. Lets keep looking for opportunities. Stop following the futures every tick and stop the risk on risk off, whatever the heck that is. Analyze businesses and buy them when you think theyre right. Mad money would be right back. Coming up all aboard the railroads are definitely experimenting with inverting the natural gas. Sounds like the train could be leaving the station on a new opportunity for natural gas. Cramers got the stocks that could be on the right track. And later power shortage . Investors have favored utilities for a steady charge of income from dividends. But what happens when the company pulls the plug. Tonight cramers got the warning signs that could help you keep the lights on. Plus, real deal . American Realty Capital properties owns Square Footage of National Chains like Dollar General and walgreens as the nations economy improves, could these lots turn into the promise land . Cramers talking to the ceo. All coming up on mad money. Dont miss a second of mad money. Follow jim cramer 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. [ male announcer ] with citibank its easy for jay to deposit checks from anywhere. [ wind howling ] easier than actually going to the bank. Mobile check deposit. Easier banking. Standard at citibank. Makes it easy for anne to manage her finances when shes on the go. Even when shes not going anywhere. Citibank for ipad. Easier banking. Standard at citibank. This morning in the big Warren Buffett interview on squawk box, the oracle of omaha spoke about a subject thats near and dear to my heart. Using natural gas as a fuel for surface vehicles, Buffetts Berkshire hathaway owns a railroad. He started off talking about natural gas powered trains. Take a look. The railroads are definitely experimenting with converting the natural gas. Its not a simple matter and i cant tell you the technicalities of it. Its real enough that were spending real money, in fact, i think we ordered a couple of units that were working with. So when you get natural gas, you know, 3. 50 and you look at where oil is, youve got to look at converting any kind of an engine to natural gas. All aboard profit is telling us in response to my question which the fabulous becky quick asked him that berkshire is spending real money. On nat gas fueled. Hes fully endorsing the idea ive been pushing for ages, with natural gas being so inexpensive versus diesel, which is what trains use, it would be nuts to at least not think about converting your vehicles. When Warren Buffett speaks, we listen. When he says this transition is real, we take him seriously. So the question is how do we play . Does natural gas power locomotive engines in those are made by wprt for all sorts of vehicles. But those westport engines are being tested and itll be some time before they hit the market in force. Right now, we need real earnings, not the prospect of real earnings. The speculative natural gas names have not been holding up very well of late. You look over the past 12 months and westport down some 35 . The role of the new truck engine has been delayed. Clean energy fuels, speculative fueling Station Company thats building out a network of refilling stations all over the country, its fallen 32 in the last year. Clean energy is being very aggressive about building out the infrastructure needed for a natural gas fueled future. While thats great for america, the fact is, the companys burning through cash like crazy. As a fuel for service vehicles, we dont want to split the speculative names right here, it doesnt work. The slightest setback can cause their stocks to sell, sell, sell blow up. Instead, if were going to play this theme, we want a more published company thats earning real money right now, right here, company like chart industries, gtls, gas to liquids for all you home gamers. Unlike west prtd clean energy, engines and fueling stations effectively, a number of different areas, many of which are crucial when it comes to using natural gas or replacement fuel for expensive oil. If youre going to use natural gas to fuel a car or truck, which is the latter is most likely, you need to make it more compact. And the same old is true if youre going to export natural gas. Youve got to turn it from a gas to a dense liquid form or lng so it takes up less space and can be transported by ship across the ocean in an economical way. Thats where chart Industries Come in. They make precision engineer cryogenic equipment which is used to convert natural gas into liquefied natural gas. Also sells the storage tanks used to transport them. The company has a host of nonnatural gas related business, as well. Uses the expertise to deal with Industrial Gases and they have a biomedical division. Breaking it down, about 15 of charts revenues come trucks or natural gas stations. This could become a much larger part down the road. Once we have the infrastructure more widely here in the u. S. And other countries more enlightened on this issue continue to make the switch. Even though nat gas vehicles arent a huge part of the pie right now, chart industries is still profiting from the ultra cheap price of our domestic natural gas that buffett talked about this morning. About 25 of the companys revenues comes from liquefaction of equipment used to export natural gas. Think the giant export project that chenier energy. Thats used to separate liquids like propane and methane not long after the stuff is taken out of the ground. All told, about 55 of charts business is about processing natural gas, exporting it or using it as a vehicle fuel with the rest coming from Industrial Gases in the biomedical biz. That next to lng is why i like chart here. Right now china is dramatically ratcheting up its use of natural gas. And theyre even building out infrastructure to start replacing diesel with nat gas as a transport fuel as ive been recommending endlessly on this show and maybe the chinese like to show. And they should grow by a similar amount in 2013. At the moment, nat gas represents 4 of chinas total energy consumption. The Chinese Government tends to get that number up to 10 by 2020. China can make that happen because theyre still a pseudo communist regime that believes in Central Economic planning and as long as the peoples republic plans to deliver on the plan, thats going to create huge new demand for chart products. Remember, natural gas use doesnt have anything to do with empty Office Buildings as we saw from another show last night. Has to do with the voracious energy and keeping Greenhouse Gases lower. As much as i like what might happen with natural gas domestically, now its so cheap here in north america, its the global story thats been making chart industries a winner. Chart delivered a 5cent earnings beat off a 75cent basis. You might have seen the stock skyrocket on revenues that came in higher than expected. A growth stock, people. Thats like salesforce. Coms growth. Chart industries has big revenues and theyre making real profits right here, right now. Up 9 for the previous quarter and the backlog increase yearoveryear. In response to the fabulous numbers, chart stock rallied five points in a single session from 72. 59. A gain of 7 . Chart industries has given you double before i first got bhoind it more than two years ago. In february of 11 at 38 because i like this theme so much. The stock is still inexpensive, trades at 23 times 2013 earnings but its got a 26 longterm growth rate. Thats how you have to compare the two and i think its a buy on any weakness. Heres the bottom line, as much as i believe in the natural gas vehicles and i like the fact that Warren Buffett agrees with me, i know that the speculative plays that have shortterm issues that you dont necessarily want to own the stocks right here, right now. You want a company like chart industries, gtls, one thats making money right here and can profit from making the switch or from exporting our abundant domestic natural gas supplies to the rest of the world. Chart is the one to buy. Lets go to dan in florida. Dan . Caller yeah, great big gator booyah, im here in gainesville, florida. Whats going on . Caller ive been doing some fishing lately and a stock you recommended in the past keeps going down. One of two things is happening, either what they bought from exxon turned out to be a boat anchor or theyre not in north dakota, its called apa apache, give me your thoughts. No, i backed away from apache, we sold about 30 points ago. And the reason i did, i didnt like the unstable nature of their egyptian properties. That said, it is a great company, but it has been in the dog house by the market and it also got too much natural gas versus oil. I believe in the idea of nat gas vehicles. And you know what . Im not alone. Because Warren Buffett endorsed it this morning. The best way to play that market is chart industries. The other names will deal with shortterm issues, but gtls, real revenues, real growth and real earnings. After the break, ill try to make you more money. Coming up, power shortage, investors have favored utilities for their steady charge of income from dividends. But what happens when a company pulls the plug . Tonight, cramers got the warning signs that could help you keep the lights on. I remember the day my doctor said i had diabetes. Theres a lot i had to do. Watch my diet. Stay active. Start insulin. Today, i learned theres something i dont have to do anymore. My doctor said that with novolog® flexpen, i dont have to use a syringe and a vial or carry a cooler. Flexpen® comes prefilled with fastacting insulin used to help control high blood sugar when you eat. Dial the exact dose. Inject by pushing a button. No drawing from a vial. You should eat a meal within 5 to 10 minutes after injecting novolog® insulin aspart [rdna origin] injection . Do not use if your blood sugar is too low, or if you are allergic to any of its ingredients. 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Rewards we put right back into our business. This is the only thing weve ever wanted to do and ink helps us do it. Make your mark with ink from chase. For right now, were fortunate enough to be in a forgiving market where companies can miss numbers and see the stocks rebound not long after where boeing can have the new plane grounded by the faa and still be within striking distance of the 52week high. Things that can see your stocks shredded with little or no hope that they will come back any time soon. And at the top of the list of unforgivable offenses dividend cuts, the bigger the cuts, the worse the damage. Thats why whenever you want a highyielding stock, whenever you think about buying something with a skyhigh yield, youve got to beware of falling dividends, a red flag. Think of a dividend as a companys commitment to the future. When that dividend gets cut, it can get costly like a divorce. As shareholders, the stock for the payout, sell the thing nine ways to sunday. Sell, sell, sell, sell, sell its like nine to the power of like six. Okay, consider the tragic case of atlantic power. A. T. For all you home gamers. Back on february 26th, brady in ohio who has horse sense called me to ask about the stock in the lightning round. When i saw that atlantic power had a 10 yield, lets say, that was about as big a red flag as you could as you could get. Okay. What am i . Im not lebron, what can i tell you . As big a red flag has you can get. I told them i had to do more homework because i was worried about the dividend that it might get slashed. Thats Standard Operating Procedure here on mad money. Wherever you call in about a stock with a skyhigh yield. I tell you i need to do more work because dividend cuts can do tremendous damage to a strong, most utilities give you yields in a neighborhood of 4 . So when i say a name like atlantic power yielding 10 , that raises alarm bells. Because thats a classic signal that something bad lurks to that dividend. Sure enough, two days later, two days later, my worst fears came true as atlantic power slashed its earnings per share numbers and even worse announced a massive 65 dividend cut, that was much worse than the 20 cut that some of the analysts had been expecting. As a result, it was a 10 stock coming in, hey, looking good, 10 yield, loving it. On friday, it nose dived 28 and took another 17 percentumable, now atlantic powers a 6 stock. Down more than 40 in less than a week. Anybody who owned that stock is now toast. English muffin. I tell you this as a cautionary tale. The good news is nobody needs to be blind sided by a brutal dividend cut. There are signs that can warn you its coming well in advance of what it actually happens. And when you see these signs, you need to sell, sell, sell. Otherwise youre going to axed. We could tell something was dreadfully wrong because the 10 yield seemed far too big for an ordinary utility like the ones we do recommend, the a. P. S, the southerns, the dominions, the coneds. But an outside yield was only one of the many red flags here. The second sign atlantic power was in trouble, the payout ratio, the percent of the companys cash flow being used to fund the dividend was also way too high. In 2012, atlantic power is 100 payout ratio meaning every penny of cash they made was used to fund the dividend. That behaviors not sustainable when literally all the cash a Company Brings goes to the dividend. Theres no cushion of the business if it hits any kind of road bump. Thats just unconscionable. And at that point, they have to slash the dividend or need to borrow money to keep paying it. Thats another classic tell that a dividend cut is imminent. Third tell, atlantic power was losing dividend. Either the earnings will have to grow dramatically or the dividend will rapidly become unsustainable and its highly unlikely that utility can have dramatic growth. We also had warning signs about the business starting last fall. In october, the company told us they had a bunch of power purchase prospects and they said that the cash flow from the projects would be substantially lower after those contracts ended. They told you all the signs were there. You just needed to do the homework and piece them together to see this atlantic power had a shellacking coming. How about century link, ctl. The telco provider that slashed the dividend on valentines day. Central link cut the dividend by 26 and dropped from 41 and change to 32 that same day. A 23 decline. Bounced back to 35. Still down from where it was. Again, there was no reason you needed to experience that house of pain. For two years in a row in 2011 and 2012, it exceeded earnings per share even as management kept insisting relentlessly that the dividend was safe. You can only get away with that for so long before it becomes unsustainable. And when you throw in century links Capital Expenditures and label contract issues, this was another debacle that you could have sidestepped. And remember the memorial of the story, dont trust management about an outsized dividend when the earnings arent there to back it up. Something taught to me by doug cass, my friend and colleague from the streets real money prosite who was chosen today to be the inhouse bear at the upcoming berkshire annual meeting. Couldnt happen to a finer skeptic. Skepticism when it comes to the outside yields. Sometimes the stock doesnt get slammed because everyones seen it come for a long time. Thats what happened to frontier communications. At the time, frontier was sporting a ridiculous 17 yield, which is how you could be certain that pretty much everybody knew the dividend had to come down. Plus the stock had already been cut in half over the proceeding 12 months. Its not surprising that frontier barely got hit when they finally cut the dividend of february 2012. You havent really benefitting from it because frontier has declined some 7 since cutting the dividend a year ago. Excelon, how about this one . A giant utility is another one that barely budged when it put through a 41 dividend cut. Why . The reason . Because investors were expecting more of a drastic cut. Given the stock had fall frn the low to mid40s over the last 18 months as the companys ceo relentlessly hinted that the dividend could be too high. However, for every stock that didnt rackeact to the news bece the market saw it coming, there were stocks annihilated when the news hit. Heres the bottom line, few things are more harmful to your portfolio than standing under a falling dividend century link got crushed when the dividend got cut, atlantic power being eviscerated. These are falling knives, people, so please, im begging you. When you think about owning a stock with a high yield, always do the homework to make sure the dividend is safe first. Because you do not want to get caught in the crossfire if that dividend is about to be cut. In this terrific stock market, the dividend cutters are clearly the only skunks to avoid at the bullish party. George in north carolina. George . Booyah, jim. Love it. Whats up . Caller h,o your advice, it helps pay the grandchildrens school fees. Then we did good. Caller ive got two questions. Should i sell Brookfield Infrastructure properties, theyve gained 20 in three months and brookfield Asset Management, a related company which has gained 20 in four months. Appreciate your advice. Okay. Heres the issue that ive had with, you know, Brookfield Infrastructure is doing terrifically. I think thats a very attractive operation. Brookfield Asset Management as another stock ive liked for some time, i have to tell you, im surprised these stocks are doing well because for the longest time i stood behind them and nothing happened. I think youre okay in both. You know im behind the power of dividends. I think theyre the single best way to make money. A falling dividend can destroy a stock, so when youre considering a higher yield, a higher yielder, please do your homework and, remember, a real high yield is nothing but a red flag that you must Pay Attention to. Dont move. Lightning round is next. Its not what you think. Its a phoenix with 4 wheels. Its a hawk with night vision goggles. Its marching to the beat of a different drum. And where beauty meets brains. Its big ideas with smaller footprints. And knowing theres always more in the world to see. Its the allnew lincoln mkz. Transit fares as in the 37 billion transit fares we help collect each year. No . Oh, right. Youre thinking of the 1. 6 million daily Customer Care interactions xerox handles. Or the 900 Million Health insurance claims we process. So, its no surprise to you that companies depend on todays xerox for services that simplify how work gets done. Which is. Pretty much what weve always stood for. With xerox, youre ready for real business. A talking car. But ill tell you what impresses me. A talking train. This ge locomotive can tell you exactly where it is, what its carrying, while using less fuel. Delivering whatever the world needs, when it needs it. After all, whats the point of talking if you dont have something important to say . 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 buy or sell. Play until this sound and then the lightning round is over. Are you ready skeedaddy. Going to start with olga in ohio. Caller hello, happy polar booyahsky from cincinnati. Whats going on there . Caller well, its a little cloudy, but very nice warm weather. Its a little chilly here today. Caller i wanted to thank you for being so totally brutally honest. And defending the little guys. We need that. Well, thank you. Thats what its about. I was reading confessions of a street addict, that was way too honest. Thank you for recognizing. Caller my question is bbry, blackberry. I dont think its going to go much below 12. For a speculation because i know people are worried about the new device, i dont know, at ten, if it ever got there, i would say buy it, at 11 maybe, at 12. Lets go to al in michigan. Al . Caller yes, how about yahoo . Oh, she is just for me. I cant believe the job she is doing. Even though the stock spiked today, i still like it. I think it goes to 25, 26. I need to go to barbara in virginia. Barbara . Caller hi, jim, a great big booyah from virginia. I like it in virginia a lot. Whats going on . Caller my stock is lvlt. Id had it for a while, should i keep it . Or should i i dont think its going anywhere, not after reporting a disappointing quarter. I do not bless owning lvlt. I need to go to father dan in pennsylvania. Father dan . Caller hi, jim, nice to hear from you. First, i would like to say im a huge fan of the show. I want to ask you about American Waterworks Company awk, closed at an alltime high. What kind of longterm play do you see this being . And would it be wise to buy more of it now . Well, i want to thank everything you do for so many people and i want to point out that American Water works and are both great stocks. I think youve got horse sense, id stick with the stock and if it comes in, id buy more. Jeff in nevada, jeff . Caller booyah, jimbo. Whats up . Caller thanks for all you do for us home gamers. Jim, Titan International twi, should i load up . No, no, no that ones a little lets just say that ones precipitous. Precipitous decline. Im not going to recommend i was looking for my 10foot pole, i see a 20foot jib, but not a 10foot pole. Its too close. John in california. John . Hi, jim. First of all, thank you for your early advice in the morning and also on your show. Thank you. Caller my question is, what is your opinion in the u. S. And American Airlines merger . I think u. S. Air, i have been trying to so worried they might do a secondary after i recommend the stock, but you know what, look at radion. I like u. S. Air. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. [ 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. [ woman ] when you own your own business, its a challenge to balance work and family. 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Earlier in the show, i warned you about the dangers of dividend cuts, but now i want to highlight how high yielders can be when the dividend is not only safe but rising. Consider American Realty properties, arcp, a Real Estate Investment trust with 6. 8 yield. Heres a company that owns 692 properties, under what are known as triple net leases. And a triple net lease, the tenant doesnt just pay for the rent, they have to cover the taxes, insurance, maintenance costs. Arcps Business Model is as safe as it gets. Some of our other favorite reits count for 62 of the average rents. Nothing worrisome. Arcp is an aggressive acquisition mode. And thats allowing them to broaden the tenant base over time. Speaking of acquisitions, american Realty Capital trust, its a private reit and created a lot more liquidity. Just reported last thursday not only did it beat the streets expectations, but the company has raised, are you ready for this one, theyve raised dividend for five consecutive quarters. Lets check in with nick. Congratulations, sir. Have a seat. I dont like to bury the lead. You just bought 50,000 shares, why . Well, i think the price was very soft earlier in the day today. And we today was our first day of trading. A number of our Board Members bought stock and quite honestly, the yield when we bought it was around 7 . And i love the yield, i love the company and im here with the investors every day. One of the things a lot of our Retail Investors and you want them as your shareholders. They dont understand the notion of how important it is to have flow. The institutions want to sink their teeth in your stock. Correct. And when you look at float. Float matters a lot because the large index funds, in our case we havent moved into the Morgan Stanley read index or the russell 2000. So as that occurs, you start to have very stable investors come in. The etfs and the index funds. So size matters a lot, it lowers the cost of capital. And as you have the float, the large Investment Funds have the ability to get in because they can get out. Right, and also people should understand when youre added to those indices, it tends to be good news for the stock itself. Its good news because its a oneway ticket. Theyre not leaving and its just then the quarterly readjustments. One of the reasons i said its so safe, youre the only reit i deal with thats 100 leased. We are 100 occupied, we have zero leases in the next 12 months and less than 1 of the leases roll in the next three years. Its very stable and also, remember, we only do corporate credits. And were about 79 Investment Grade of across our tenant mix. I know periodically people say, well, jim, but amazon youve got fedex, walgreewalgre they dont seem to be that exposed. No. Its also interesting for us, weve tried to build a company around not just a good economy or bad economy, one that is durable in any economy. Right. And if you look at our credits whether its the government, General Services administration, walgreens, cvs, all these names and credits are very durable themes. So we dont do anything in the electronic space. Were not doing the ones that we worry about sleeping at night. Theres talk that Citizens Bank spun off eventually. Is that something youre worrying about . Its a wonderful thing when a banks acquired. Usually they fail upward because a large bank like citizens, its over 170 billion of assets. Right. And its Investment Grade, obviously bbb, ask if they were to be bought, they would be bought by a larger bank, but the best part is because theyre guaranteeing that credit, we get both credits. We get the new bank and the old bank. So no leases can be terminated in that transaction. Okay. I didnt know that. Thats terrific. Now, you say you want to do acquisitions, are there things to acquire out there . Well, we Just Announced in our Earnings Call last week that weve already got almost 400 million of acquisitions completed, which was our goal for the year. Right. So we are ready as of the end of february, weve already bought about 400 million. But we project that we can easily buy last year, we bought about 1. 2 billion in this company. In the merged companies. And this year were projecting to buy about 1 billion, which is easily obtainable. Its the board that speaks to the payout, but have you spoiled us with five times, five straight dividend increases five different quarters . Do you have the flexibility to continue Something Like that . Obviously this is a quarter by quarter decision but it is our intention to continue to grow our dividend with our revenue growth. And our Earnings Growth. And we are projecting a 16 Earnings Growth yearoveryear between 2000 and 13 and 2014 as we published. This is a great untold story and some say, jim, why do you have this kind of stock . First of all, its the largest reit in the nasdaq, its not a small company. But second, this is what people want. Got to have a balance. You have a balance between the goog les and the arcp. Its a little boring, and we look for that durable income. And i think investors need that in good times and bad. I totally agree with you. Thats why i was thrilled to have you on. Nick schorsch, arcp. Just bought 150 shares. Mad moneys back after the break. Can you imagine how well this economy would be doing if washington werent the enemy of capitalism . Can you imagine how high the stock market would be . Its pretty darn high, if president obama cared about it at all . Could you imagine how robust retail sales would be if congress could agree with the president. I cant believe what a travesty its become when it comes to putting people to work. The republicans seem to be focused on social issues more than ever. Although they now say they are bearing down on government spending. It feels like the president seems to only focus on making rich people pay more. No one it seems to me is focused on putting people to work and growing the economy. No one except for ben bernanke. You think it would be the legislative or executive branches, wouldnt you . Theyre elected by the people. I dont think i dont know if you could do less to help working people than theyre doing right now. I dont know if you could hurt business formation more even as were just now beginning to come out of the great recession. Even the sequester seems uniquely designed to throw many civilian workers out of jobs and in the unemployment line. The economy keeps on ticking. I spoke to the pioneer behind auto nation, a fabulous company and terrific investment and looking for u. S. Auto sales to come in more than 15 million. Jackson sees the used car market coming back, a secondary market every bit as big as the new car market but has been stalled out by a lack of product. The point he made sticks with me, were coming out of not a recession, this is jackson, but an actual depression in auto sales. And thats such a strong pull that it looks to me that the government try as it may cant stop coming out of a depression, same with retail sales in general. Take target. Last week, it definitely disappointed no doubt about it. Today it roared from the get go. Weve got wealthy people spending as we know from the luxury purveyors, we have poor people spending and we know from dollar tree numbers, check it out jimcramer on twitter. We have Home Builders and people spending, as we know from home depots terrific report. These are all happening with possible exceptions to the dollar store, of course, because of the wealth effect. Even walmarts benefitting from it. A combination of higher home values. More than 60 of the people in this country own homes because of a depression in housing that is now over and higher stock portfolios because they announce they seem like forces, frankly, that cant be stopped by the republicans or democrats. A housing depression, thats the only way to describe a market where we built only a quarter of the homes were putting up just a few years before. Housing depression and auto depression coming out of it, how can you not have great numbers . Finally, no matter what washington does and theyre doing plenty of bad things, looks like they cant stop energy development. We are drilling oil and gas wells, building Railroad Lines and making our Continent Energy independent despite the ind rhif washington the whole way. If washington would help or get out of the way. And who knows what would happen if they addressed the core issue of entitlement spending, but no one seems to be willing to tackle that head on. Im a realist, it isnt going to happen under this presidency and this congress. They are road blocks to the higher tax revenues they dont seem to care. The private sector will have to weather the storm of d. C. And keep on keeping on all by itself. Stick with cramer. Revolutionizing an industry can be a tough act to follow, but at xerox weve embraced a new role. Working behind the scenes to provide companies with services. Like helping hr departments manage benefits and pensions for over 11 million employees. Reducing document costs by up to 30 . And processing 421 billion dollars in accounts payables each year. Helping thousands of companies simplify how work gets done. Hows that for an encore . With xerox, youre ready for real business. Its a challenge to balance work and family. Thats why i love adt. I can see whats happening at my business from anywhere. [ male announcer ] now manage and help protect your Small Business remotely