Late to give in. You aint seen nothing yet even though the dow had the eighth straight up day in a row. Thats what i heard all day yesterday and today. The dow edged up another three points, s p dipped 2. 4 and the nasdaq is back 3. 2 . Look, you know me. I always want to make the points. And theres still plenty of money to be made in this market if theres money to be made on stocks or even renting them you know i want you to make that money but i also know the psychology of the market lurks big right now. I see people all over the place trying to join me in the bull cap they have been sunshine bullied summer bulls i see people coming on our air and saying hey, listen, i was wrong oh, yeah i shouldnt have called a top, because it felt good to call top now they like it because the market is working. And you know what . I dont like that. Im seeing analysts who have been bearish on stocks and ive liked for some time. Ages. And theyre coming out now and saying now is the time to buy, buy, buy i dont like that. Im seeing investors reach and chase, even though the dow has been up for eight Straight Days and its a marvelous quarter. I dont like that either. So at the risk of the market never coming down again, i want to say right here, that if you havent beaut yet, why dont you wait. If i dont own any stock or a lot of stock or catching the stock bug for the first time in ages, take a pass. Right now. Take a pass. And its not because i dont like the fundamentals. I like them very much i just dont like all these newfound bullish fellow travelers here. Let me explain why im taking more modulated put to the tape or the action in the market. For the moment. And i stress, for the moment because i like the market very much. For example, i like the fact that i still feel very lonely in saying that i actually like the economy here and have liked it ever since the fiscal cliff was resolved. Sure we have some hiccups. Master card saying they have degradation. Dicks missed numbers yesterday. We recognize that china has got its head handed to it of late. And the United Kingdom is now joining italy, france, greece, spain, and taking another step down. Geez, its ugly out there. The house of pain i can scream every time someone asks about when the fed is going to take the punch bowl away. I wish that analogy had never been coined. But i have to now doubt ive got to doubt, theres no doubt, theres no doubt that there will be a tough moment for this market when ben bernanke changes his stance, even if the economy is humming. I just dont know what level that top will come from. Maybe it comes from dow, i dont know, like 16,000 or what the rest of the employment picture will look like. Because we do know the federal government is pulling back from job creation fast and furious. Oh, by the way, i dont like that north korea just undid the hard fought armistice with south korea or the new leader wants to destroy washington while watching basketball with dennis rodman. Somehow if it was Michael Jordan he had been hanging out with, i would be less concerned. However, despite all these big picture woes, what do we know, we know from costco, home depot, target, walmart. And from macys the things are just dandy with the consumer. And as horrible as jcpenney is doing, courtesy of an implosion led by wallofshamer, ceo, ron johnson, cant be providing a boost for every retailer, could it be . The consumer is fine. So im bullish, what else. Housing is strong, getting stronger. Consensus says well build 1 million homes, i think it will be way off, 20 more than that. 1. 2 million. Autos still strong, staying strong. Industrial production hanging in. Job creation. And that is pretty much the u. S. Economy. So im not concerned about the economy. So why am i concerned about the market . Well, look. I think the market can take a breather. Thats all im saying. A better entry point which, again, is all im saying. Let me tell you though, why i think that you could get a better place to buy. Just wait for it. First, as of today the dow has been up for eight Straight Days. What does that mean . It means Going Forward we are due percentagewise, statistically, to a defeat here. Do you know that in the last dozen years we have never had a winning streak of longer than eight straightup days . Not once not once, have we only had eight Straight Days, in the black five times before in the last 12 years. So not never had nine Straight Days. And only five times in the last twelve years. And only ten we were up seven days in a row. In those cases, a week after the streak was over, the market was only up half the time. And a month later the market was either flat or down 80 of the time. So right now the odds do not favor using tomorrow as a good entry point. Okay. Im looking at the averages. Remember, unlike the johnniecomelatelies who want to get in so badly, ive been a huge bull so im entitled to say that. Second, many analysts are joining the bandwagon in what i regard to be a reckless fashion. This guy from Goldman Sachs went positive on best buy. Thanks a lot. The darn thing is up 71 since the beginning of the year. Where was this guy when the stock was bouncing along the bottom a couple months ago . Thats chasing. Third. Credit suisse upgraded Sherwin Williams from a sell to a hold today. Darn, they also had a sell on the stock from january of 2011, at 80 bucks. Now its more than 100 points later, 52week high. This joker comes on and says he wants to be wants to go to a hold . Couldnt he at least wait for a price break . Finally, lets talk boeing. This stock rallied again, another buck 22. To me this move is a straight shot from 70 to 84. It feels like a short squeeze. Hedge funds have been betting against it because the dreamliners battery woes and couldnt take the pain when a Brokerage House came out and said today boeing is about to win a 200plane order with news that the u. S. Gave boeing the go ahead to test the 787 battery fix. I believe the squeeze continues. But you have to understand, its just a squeeze by people who are chasing, and they cannot take the the house of pain these stock upgrades and short squeezes all come under the category of chasing. I always say, never force and do not chase. Wait for your levels. There is no gun to your head. You arent a hedge fund manager, who has to nail every day right, as i used to. No one is standing over you and saying how could you not have cleaned up today so unless you have some merchandise knocked down from its highs, and i have ideas later in the show, or has an upcoming trade and catalyst, i say keep the bat on your shoulder. We wait for our pitch. Warren buffett, the oracle, always says, there are no cold strikes in this game. Heres the bottom line. Im not saying get out now. No, not at all. Im not saying its over. Its far from over. Im simply saying at this moment after the eighth straight day up, when no streak lasted longer than that in the last dozen years, we need patience for better entry point. Right now, im willing to miss a percent, even two. Its just not easy money anymore. Mark in georgia. Mark. Caller booyah, jim. As we saw today, gold seems to be going up as the market takes a breather and contemplates a pullback. I would like your thoughts on using the Mining Companies like silver wheaten which you mentioned earlier this week and bharat gold as hedges against the downturn in the market which has obviously experienced a nice run. I dont think were going to put those those two are not similar. Silver wheaton is a royalty play. Bar rack is deep plea exposed to gold. I prefer the gld but i think silver wheatton could work here. The reversion to gold is bad for the market. Step aside for a couple days. Michael in new york. Michael. Caller jimmy, booyah from new york up there the other day. Beautiful up there. Big turn. I love the way it works. Caller all right, man, longtime listener. Loved your book, getting back to even. Thank you very much. Caller my stock is cvrr. Reported a good quarter today. Congratulations to you for being your stock. Caller they increased the distribution forecast from 472 to 550. What do you think about that . The gold measure refinery. Why do i say that . You can buy oil for 60 bucks and then refine it and sell it at the bren price almost double that. Thats called making money, hand over fist. And all the refiners are doing it. Patience, believe it or not, at this stage. At this stage, is a virtue. No its a necessity its not time to run in fear of this market. Im not doing one of those get out now, that feels good kind of thing. Im saying relax. Eight straightup days. Why dont you wait . I bet we get a better entry point. Mad money will be right back. Coming up, Vacation Time . A more confident consumer is spending cash to head out on holiday. But as the reservations roll in, who is booking the gains . Tonight, cramer speaks to the ceo of wyndham worldwide to find out if its accommodations are right for your capital. And later, lucky strike. As the economy picks up and states push through legislation to legalize online gambling, is it time to ante up on casino stocks . Dont roll the dice just yet. Cramer is checking the odds of success when he goes off the charts. Plus, striking oil. Shale Service Company heckmann has been a controversial play on oil and gas. But critics were left speechless after better than expected earnings sent its shares skyward. Find out if the Domestic Energy boom could power this stock higher when cramer talks to its executive chairman, just ahead. 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 mad money cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. [singing] hoveround takes me where i wanna go. Where will it send me. One call to hoveround and youll be singing too pick up the phone and call hoveround, the premier power chair. Hoveround makes it easier than any other power chair. Hoveround is more maneuverable to get you through the tightest doors and hallways. More reliable. Hoveround employees build your chair, deliver your chair, and will service your chair for as long as you own your chair. Most importantly, 9 out of 10 people got their hoveround for little or no cost. Call now for your free dvd and information kit. You dont really have to give up living, because you dont have your legs. Hoveround replaced the legs. And now every hoveround comes with this handy tote bag and cup holder for access to your favorite items. And right now, get this limited edition hoveround America Travel mug free with your hoveround delivery. [singing] hoveround takes me where i wanna go. Call or log on to hoveround. Com to find out where a hoveround can take you youre going to love this one. A blah day like today, i think its important to point out just how far we have really come in the last four years. Remember, almost exactly this time four years ago everyone was scared out of their wits. The economy looked like it was sliding to a depression. The average hitting generation lows. So now that the averages are back or near record levels, its time to ask, what has been the singlebest performing stock over this whole period . The answer, you may not know it. Its wyndham worldwide. Wyn. The lodging and Hospitality Services company, also the numberone player in the timeshare business. Four years ago at the generational low, people were worried about wyndhams viability, pretty interesting, the Worlds Largest hotel chain. Stock boted omed at 2. 92. Now trades at 62. 10. Lets figure this out in percentages. 2,027 gain. In other words, if you want 1,000 shares of wyndham at the bottom for 2,920, you would have an investment worth 62,100. Enough for a down payment on a house. For those of you who dont know, the company is three key businesses. You might recognize them as days inn, hotel operator, owns the real estate, pays wyndham a cut of the revenues. Franchise. Second, the company has a Vacation Exchange and rental biz where owners swap units for a fee. And they also help rent out other peoples Vacation Properties for a fee and a cut of the commission. Finally, wyndhams biggest business, developing and selling time shares which is a red hot business right now. February was fabulous. The stock rallied 50 , only 13 months ago. I think they could have more room to run. Lets talk about steven holmes, chairman, ceo of wyndham worldwide, find out more about where his company is headed. Mr. Holmes, welcome back to mad money. Good to see you. Thanks for having me. To get that performance, youve got to have two things, unbelievable business and also an attitude toward the shareholders. Because you have been the most aggressive buyer of stock of any company that i follow. So which what is, do you think, the mix between your social contract with shareholders and your business that gave this kind of performance to the people who own your stock . Well, i think you have to have both, frankly. We have great performance, we have great businesses, and we have performed very, very well. And we have been consistent with our message to shareholders. We have said that were not a bank, were not going to sit on cash, so we tend to increase our dividend and along with our earnings. And we tend to buy back stock when weve got the cash to do it. So thats been a consistent message over six years since we have listed on the new york stock exchange, we have given back about 3 billion to our shareholders. And we think thats the right thing to do because for us to sit on the cash is not the right thing. If we can make acquisitions, we would love to do it but if theyre not there at the right price, we want to give the cash back. Can i just say, you and i saw each other at a function where we listened to Walter Isaacson talk about apple, if apple did your philosophy, the stock would be at 1,000. I dont know. Every company is different. I can only talk our company. Fair enough. Now, talk about an assetlight model. And you just mentioned you dont take a lot of risk. But i think viewers always are confused about the hotel business. Figure they see these empty hotels during the bad period and that must be hurting wyndham. Actually, the opposite. An empty hotel is something youre looking for. Well, were looking if we can turn that empty hotel into one of our brands. Put our flag on it. But youre right. We dont have the up side from when the Real Estate Market goes really high, and people who own hotels can sell and make money. But we also dont have the risk on the down side when the markets are low. We take a piece of the as you said earlier, we take a piece of the revenue as a royalty for the use of our brand and to do our marketing. We dont play in the profitability of the hotel. But four years ago, there was a surfette of hotels. Were running into a shortage, arent we . There is not a big supply generation going on right now. The normal supply growth is about 2 and running well below that right now. But it will start heating up. Well see more hotels coming in. Theres the Hotel Industry is cyclical. Hotels get built and then they get overbuilt and then that drives down the rate that could be charged. Last time you were on, 50 ago, you said room key, which is a business you have, great concept, put together by five hotel companies, next big thing. You said its the kayak of the hotel business. In the interim, hotels. Com owned by priceline buys kayak. Are you correctly competitive now with priceline . Well, i think were directly competitive with anybody who sells hotel rooms. Frankly, we want to sell as many of our Hotel Franchisees rooms directly as possible. Because thats the cheapest way for them to fill a bed, is to do it through our system, through our online systems which we have improved dramatically. The room key gives us another avenue for being able to do that, again, is the lowest cost way for the hotels to be filled. So i think everybody benefits when we push more through our online presence. Okay. So i go on your site and surprised its now its just youre flashing big deals. How do you pick them . Right now youve got a couple deals that just seem too good to be true but this is just extra rooms that youre repping . How does it work . How do you pick what youre pushing . Well, i dont know what you saw that were pushing. If youre looking for a vacation place, you let me know. But the fact is, whatever is available out there that we can put into the hands of the consumer, we want to. The grand isle in nevada . Beautiful property. Beautiful property. And we do it based on yield management. The hotel sets the rate that we charge for it. So if the hotel feels they need to present a deal or lower the price, they do that and they present it we deliver it to the consumer. Okay. Youve got a mobile business. I know that mobile is huge in hotels. How is it working, what does it mean for you . Its fantastic. We upgraded our mobile capacity over the last yearandahalf, two years, yearandahalf we launched it. A big impact. Theres a lot of people who book hotels right from their iphone or their blackberry. And i hope they pull over on the side of the road before they book it, but we made it really easy, because they can look online, push the call button and call directly to our center to book the room so directly online or connect and do through a human being. We spoke about the idea that the departure the whole is worth more than the parts. How could two companies in this very same business one feel it was terrific to split up and the other feel its the right thing to be together . I think we probably view the two businesses differently. For us, time shares are you said before, our largest business. We also view it as more of a feeforservice business. This business, the timeshare business alone, did about 30 of its in feeforservice offerings. For example, revenue resort management or rental. Now thats moving more and more to fee for services. We go to our assetlight model, what we call our wham model, which is selling other peoples product through our sales and Marketing Force and we get a commission for that. So it really is a feeforservice business. That is not viewed necessarily that way by everybody. But i think investors are starting to understand that this is an extremely predictable business, did extraordinarily well during the downturn, performs well for all of our competitors. And underpenetrated business, too, with less than 10 of the people who can buy the product, owning the product, you probably dont own any yet. So we need to get you no, not yet. But i sure wish i could buy stocks and own your stock, because congratulations, numberone performer from the bottom. This is steve holmes, chairman, ceo of wyndham worldwide. Wyn. Its huge up from the bottom but its not done yet. Stay with wyndham, stay with cramer. Thank you, steve. Coming up, lucky strike . As the economy picks up and states push through legislation to legalize online gambling, is it time to ante up on casino stocks . Dont roll the dice just yet. Cramer is checking the odds of success when he goes off the charts. And later, striking oil . Shale Service Company heckmann has been a controversial play on oil and gas. But critics were left speechless after betterthanexpected earnings sent its shares skyward. Find out if the Domestic Energy boom could power this stock higher when cramer talks to its executive chairman, just ahead. All coming up on mad money. No matter what, people can count on me to get the job done. So, when my Prostate Cancer returned, my doctor told me that this time can be different with provenge, a personalized treatment that lets me count on my own body to fight back. 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In a market where the averages are roaring back to levels last seen in 2007, or in the case of the dow, blown through the levels to new alltime highs, its worth asking which stock have yet to fully recover but still could, especially since i said at the top of the show, i am not interested in chasing any stocks here. So ive got an idea. How about the casino names . Wynn and Las Vegas Sands are both well off their alltime highs. Okay . But our sinking economy means everything from gaming to dining to entertainment is coming back with a vengeance. If you believe in a vegas turnaround then caesars could be the way to go as it is the largest las vegas presence among publicly traded gaming companies. In years past, that would have been a huge liability but with the traffic in vegas recovering dramatically, its now a serious positive. Plus, to top it all off, we have Online Gaming soon, both nevada and new jersey. So what are all these three casino stocks have in common . Fabulous charts, according to bob lang, founder and senior strategist at exlosiveoptions. Net, as well as being my colleague at thestreet. Com. And the man who famously nailed the boeing buy before its miraculous liftoff. According to lang, caesars, las vegas and wynn are headed not just higher, but much higher. Lets start with caesars, most exposure to las vegas. Take a gander at the daily chart. Wow. Lang sees a lot of bullish stuff. Incredibly strong vibe in early february. More important from langs technical perspective, the stock has managed to hold above that breakout. Its not surrendering its gains. Its still marching higher now in late february, caesars reported a particularly hideous quarter, because the company which does a good deal of business got hit extremely hard by Hurricane Sandy and the stock pulled back hard off the news. But caesars immediately snapped right back, up another sign of remarkable strength. Theres where it went down and boom. Take a look at caesars weekly chart, please. Already up 200 from november lows. Lang feels much more in the run. In part sees a cup and handle formation. And thats an extremely bullish pattern, where the stock makes it a cupshaped bottom and trading sideways to make it look like a handle and after the handle is done, it shoots higher. Cup, handle okay . This is one of the most reliably positive patterns out there. And if the cup and handle holds true, then lang thinks caesars, a 14. 34 stock, could soar to 20 bucks. You want in on that, dont you . How about Las Vegas Sands. First check out the daily chart, okay . Lvs. Right now lang thinks that lvs is in a consolidation mode after a nice run in january. Some people dont think this charts that good. Stay with me. He says two things that makes him think Las Vegas Sands will roar higher once again. First there is the moving average, convergence, divergence line. We talked about this. Thats called the macd, which is a momentum indicator which technicians use to track shifts in trajectory. With Las Vegas Sands, lang says macd is about to flash a buy signal. Theres the buy signal. Thats the black line, okay . Crosses over the red line, and often predicts a move up in the stock before it happens. Second, theres the williams percentage r oscillator, i know technical, but its working for us, very bottom of the chart. This is a tool we have mentioned before that was developed by a commodities trader by the name of larry williams. Very similar to the oscillator we often talk about. Another momentum indicator that can measure if a stock is overbought or oversold. These have worked well for us in the time since we have been doing these segments. In Las Vegas Sands, the percentage are upwards. Making higher lows and higher highs. Doing the right thing. Lang, thinks this stock could soon follow. So, again, this is where we got this, this, this. You go like that, okay . Then look at Las Vegas Sands weekly. So weekly chart. Okay . Goes back to november, 2010. Lang sees that lvs has made a nice series of cup and handles. Cup and handle, cup and handle, okay . Patterns like the one he spotted in caesars. Lvs is pulling up at the top. If he can break out past the ceiling and resistance that is 56, i think it can, and lang says 70 bucks. This is his favorite chart of the bunch and thinks it has the best chance of breaking out Real Good Company but also highly volatile. Last but not least, wynn resorts, not necessarily the best run but not necessarily the best chart. In fact, he admits the chart is not a thing of beauty like the others. But lang thinks it has bottomed here with consistent floor support around 114. That does feel like a floor, doesnt it . Remember that moving average convergence divergence line i talked to you about . Remember the black crosses the red. Take a look at wynns weekly chart. Ever since the july lows, wynn has worked its way up way higher, via series, again, of cup and handles. Okay. Use this one. That is terrific. Just like Las Vegas Sands. If the stock can break out above 125, roughly 7 bucks where it is right now, then lang thinks the sky can be the limit. This is a wellrun company. This is the bottom line. The charts say the big casino stocks have a lot more room to run. I like them because theyre not at their highs, not chasing. Lang likes wynn and caesars but his favorite chart in the group is Las Vegas Sands. And what a coincidence. Lvs is also my favorite as it has both the best fundamentals and the best chart. These stocks have had big moves in recent months but lang tells us they are far from finished. And given his track record and calling stocks on mad money, ive got to tell you, the preponderance of evidence says hes worth believing in. Best chart and best fundees means i think please, lets go back to lvs for a second means that this stock is about to go to explode. Like to go back to lvs. There we go. Okay. This is the one that i think he says is going to go the highest, fastest, and i am in agreement. Lets take some phone calls. Will in new jersey. Will. Will . Caller hello . Hey, will. Caller hey, jim, how is it going . Real good. Caller good. Booyah from lacrosse. Good, whats going on . Caller question about seneca. Maybe a acquisition by yahoo what do you think . I think zynga is going up, because people are looking for a number that is unexploited where people can say its got good momentum. Speculative momentum trade, cant endorse it. Susan in new york. Susan. Susan. Caller hey, jim. Hey, susan. How are you . Caller im good. Could ncrs recent acquisition and Paypal Partnership and really solid Fourth Quarter results make it a buy . Im surprised that hasnt moved more. It should more on the good news. Im concerned about paypal i believe that the new samsung is going to have some pretty radical technology that may hurt paypal. Im not recommending ebay here. The charts say the cards are stacked in favor of the casino stocks. With Las Vegas Sands drawing the best hand, as a merger between the fundamentals and the chart, you know what, who am i to disagree . Dont move. Lightning round is coming up next. It is time its time for the lightning round i tell you whether to buy, buy, buy or sell, sell, sell. When i play this sound, the lightning round is over. Are you ready skedaddy . Start with david in texas. David caller booyah, jim. Booyah, david. Caller hey, thanks to you, a while back i bought standard pacific corps, spf. Ive been trimming the top off and playing with the houses money now. Should i hang on to it . You stay in it. Boy, was i ridiculed on that one. Thats okay. Its my lot in life. It goes higher. Kirk in missouri. Kirk caller hello yo. Caller jim, springfield, missouri. You bet, man. Whats going on there, springfield . Caller just checking on the stock, the locals around here, oreilly auto, orly. That is a good stock and even if you are not from missouri, i would tell you to buy it. I do like some of these moves andy reid is making, just for the record. Lets go to cj in south carolina. Cj. Caller jim. A great big baba booyah jealous. Englewood cliffs booyah back at you. Whats on your mind . Caller im wondering what your thoughts are on the stock ive been following, biogen. Why are you following . Why arent you in it . You know biogen is one of my favorites. I put it up there with the celgene and the best in show. Im taking ed in tennessee. Ed caller booyah, mr. Cramer. Does ksu still have legs . Yes, it does. The trunk line up from mexico. Peso going from 12 1 2 to 10, bonso on fire. Automobile business in mexico Getting Better and better. John in florida. John. Caller hi, jim. John k. , always a pleasure talking to you. Same. Caller jim, with the Trace Minerals being such an important factor in the electronics industry, what is your opinion with respect to molycorp . No, ive got a lot of other problems with mineral companies. Were not chasing them. No molycorp. Lets go to mike in new york. Mike caller hey, jim. Ive got a university bbb booyah for you. Love the universities. Whats up . Caller a few months ago you talked about diamond foods. I liked it, reserved it. After the hit today, do they recover . How did you research it . No knowledge whatsoever of this one. I think youve got to stay away from this. I always say the same thing. I like the nuts. In the supermarket. I dont want the nuts at the diamond food corporation. And that, ladies and gentlemen, is the conclusion of the lightning round the lightning round is sponsored by td ameritrade. Coming up, striking oil . Shale Service Company heckmann has been a controversial play on oil and gas. But critics were left speechless after betterthanexpected earnings sent its shares skyward. Find out if the Domestic Energy boom could power this stock higher when cramer talks to its executive chairman, just ahead. Im always talking about how were in the midst of a north American Energy renaissance. Courtesy of all of these massive new oil and gas discoveries like the utica and new technology that makes it easy to get oil from previously hard to reach places. Talking about the process of hydraulic fracturing or fracking which uses vast amounts of water to blast through layers of rock and unlock the oil within. But ohoh, somebodys got to clean it up. Somebody needs to get rid of this dirty water. Thats where heckmann comes in. Hek for your home gamers. Brings fresh water to drilling sites and removes the wastewater by putting down own wells deep underground and drilli inin inir piping and using their own portable water recycling trucks. Including the big oil rich shales we talk about all the time. The marcellus, the utica and the perm yum. Last year we had a slow down in drilling costs by the glut of natural gas and heckmann got hit hard, many of you felt it. 2013 starting off real good. Heckmann is taking control of its own destiny. Made two major acquisitions, buying thermal fluid and power fuels which open up a whole new business, Environmental Solutions where they collect used motor oil and spent antifreeze and recycle it. So how is the new heckmann doing . Company just reported last night, its pretty clear heckmann got its groove back. They earned 3 cents a share, much better than expected revenues, 113 increase. More important, managers have very positive commentary. And the recent acquisitions have changed heckmann so much, that the company is now changing its name too to nuverra Environmental Solutions. Break that down. In response to this terrific quarter, 11. 3 , biggest stock i saw on every exchange. Lets check in with dave heckmann, executive chair of the corporation and find out where his company is headed. Dick, welcome back to mad money. Nice to be here, jim. You guys say your cfo says this is it. The challenges of 2012 are subsiding. Are we putting behind us a very difficult period that caused the stock to go down substantially from when you first came on the show . Well, it sure looks like it to us, jim. The budgets of all of our producers have come online as we expected. Theres a lot of excitement in the industry about new technologies and ways to unlock these reserves faster than and quicker and cheaper than we did before. So if you talk to people out there in the business, producing oil and gas, theres a lot of optimism now. Now, the we used to look at the baker account as a judge of drilling. Right now at a 14year low. But in your q a, you make it clear thats no longer the way because of technology and you shouldnt think there is a slow down of drilling just because the rig activation is so slow. Just to look at the bakken as an example, you have seen production in the bakken go up 30 while the rig count was flat. And its not true the good news is there are more entrepreneurs in america than there are bureaucrats. And so as these businesses develop, the technologies get better and better and better. And the time to drill reduces. And the ability to drill deeper and longer gets better, you know, per dollar. So the Rig Technology that we have seen in the last three years has moved light years in terms of where it was three years ago. So now youve got producers able to drill 30 or 40 more wells with the same rig. So rig count really doesnt matter now, as much as production does. Dick, you mentioned that technologies improve. I see throughout this theme that recycling of Different Oil and Water Products is the key to the new heckmann, nuverra. How much can you recycle and will one day we not use fresh water for fracking . One day, you will use very little fresh water for fracking. Youre exactly right. And, again, that technology remember that four years ago, this business really didnt exist in any great form. So as the producers and, by the way, theyre more concerned about the environment than most people in the United States are. So as they saw what was developing, as they saw what water came up from these drilling rigs, as they had a chance to analyze it and test new ways to reuse it, theyve gotten better and better and better at it. And were actually working with several Big Companies now with the ability to treat the water as it comes up and then reuse it for additional fracs. Now, thats going to require it to be taken to sites, its going to be treated, its going to be brought back to the new sites. But you can see over the last three years not only a dramatic change in the chemistry to the advantage of the environment, but also every single producer we talked to is looking for ways to reuse, recycle, reduce their footprint, reduce the impact they have on the environment that theyre working in. Now, dick, you in this Oil Recycling business, youre going up against Clean Harbors, they brought up safety clean, we had that company on and those guys are the behemoth. Are you able to compete with somebody as big as Clean Harbors and safety clean . Safety clean does a lot of its own refining. And they bring the oil and the products to be rerefined to their own refineries where they do the work and sell into their end markets. We dont do any of that. We are a collection company. We collect about 35 of that product in the west, and then take it some to the safety clean capabilities and some to others. But we dont really compete with safety clean as much as we perform the service of picking it up, processing it, getting it into rail cars and off to the refineries. You talked about being with some Big Companies. Since the amalgamation you put together, is this now the chevrons that youre dealing with . Youre dealing with the major drillers and you come along as a package when they do their own drilling. Jim, three years ago, we did 15 million in sales and we had 30 people. Today were doing 800 million in sales with 3,000 people. And three years ago, when we couldnt get in the door of some of these Big Companies, now every one of the top ten producers of energy in the United States is a customer of ours on a regular basis. And now im sorry. You have 8,000 you have huge truck fleet. You switching to allnatural gas . 70 of our business is in the oil business, is with the oil producers. And 30 is in the natural gas business. So as clearly, as Natural Gas Prices recover and we think they will, and as demand for natural gas continues to increase, as we think it will, were really wellpositioned to take advantage of that. But in the interim time here, 70 of our business is in shale oil. All right. Then lets one last question ive got to know. New epa, department of energy. Are you guys the solution . What are you hearing as a pushback . You came on this show once. I was very bearish at this time, and i said i fear this government. You told me its too big. This revolution is too big. How are you feeling about it now, particularly your role in making it so that this industry is not not coerced or shut down by the federal government . Well, i think the state of the union, president talked about natural gas. And the president talked about shale drilling and new Energy Availability in the United States. The president continues to talk about energy independence. I can tell you for sure, were not going to be energyindependent if we dont drill for energy. And you also look at the way the states have come out to protect their own lands. They have come up with their own rules. You have fracking going on in roughly 26 states. Thats 52 senators, 26 governors. Hundreds of congressmen who have to worry about all the jobs and the revenues that are created by whats going on in the energy business. If california wants to create wants to fix its problems, all it needs to do is allow energy to continue to expand in california. So i think this i think at this point, the government understands that the future of this country depends on Domestic Energy. And to the extent that they can help it be safer, i think they will. But right now i think everybody from the companies and the producers to the government understands, this is the future of the United States. We are on the verge of energyindependence, which is something every president has talked about since jimmy carter. Nobody has been able to deliver. Verge means three years, five years . By the end of this decade. By the end of this decade, well be energyindependent. By the end of this decade, it is fairly clear, we will not be importing oil from the middle east. Thats incredible. Are you going to be a buyer of nuverra . Are you going to be a buyer yourself . Ive known you for many years. When you think its right, youve been opportunistic of buying your own stock. Im on the secondlargest shareholder. Mark john is the largest, our ceo. And we are all very bullish about whats going on here. Dick heckmann, congratulations on truly a terrific quarter, and thank you so much for everything youre doing. Great to see you, sir. Nice to see you again too, jim. Dick heckmann, executive chairman of heckmann corporation, soon to be nuverra. I urge you to stick with this the whole way. It has been tough. Its no longer tough. Now its just right. Mad money is back after the break. Ive been trying to find down and out tech names to recommend to you. And ive got to tell you, trying to come up with good ideas in tech is about as difficult a task as i have found. And you know what the reason is . Apple. Right now its really tough to own a stock connected to apple. Down another nine points today. In any way, shape or form. Because apple pulled the stock of your company down as surely as it was pulled up when winning hearts and minds of the gadget purchases. How bad is it . Lets take reallife examples. Easiest to buy, qualcomm. Reported terrific numbers. Solid dividend boost, multiyear momentum and incredible franchise that includes 4g chips for every handset maker, including samsung. Right now the one taking china by storm and leaving apple and nokia behind. Yes. Thats samsung. The former chinese champ of nokia has been crushed. The problem is that qualcomm has apple as a client and no one in this market wants to touch a company that relies on apple so much because all we keep hearing about is cancellations, pushback of apple orders, furlough of workers making iphones or excess of inventory throughout the system. That means every negative piece on apple is a downgrade on qualcomm. Same with an apple number cut and price target cut like we got from jeffries. I think apple the apple link is a sub rosa reason why qualcomm got taken down a notch by goldman. The stock doesnt move. Take skyworks. This is a company that fought to get in and stay in apple product line for years. Every apple turndown led to questions on whether skyworks would tumble. When we saw skyworks product inside we rushed to buy the stock. Now recently we learn that skyworks is in apple devices for the foreseeable future. But the news has hit, the strength of apples iphone sales so it worked out to be nothing more than a push for skyworks at best. Remarkable turn versus where it was last year at this time. Take cirrus logic. Simply the best at what it does, why i was i able to get that business. Now viewed as a one for one trade with apple. And cant defend itself because big bully apple wont let cirrus talk about its business with the iphone maker so totally at sea. You know how crazed things have become in the hate apple world . Watch intel, slowly creeping up, despite no momentum and a costly buildout to keep pace with competitors. I think its rallying because its being perceived as not being caught up in the apple vortex. The iphone, the ipad, the ipad mini thats created pain for shareholders in a big way. Those who desperately want apple phone business think its only a matter of time before apple stops buying chips from samsung, its competitor which has a huge device coming later this week. They think its going to switch to intel. Hasnt happened yet. And last, maybe being an apple supplier one day is better than being an apple supplier now. Apple, kiss of death, anyone connected to its shareholders, including my Charitable Trust which owns it. Of course, this could all change. On a dime if apple were to buy netflix, i like netflix, to own itv or twitter, to own isocial or a creative buyback along with a big dividend. That would be the floor. But the momentum and the estimates are going the wrong way right now, taking the entire apple fleet of suppliers into oblivion, the black hole. Yes, there has to be a level where apple can bounce. Yes, i heard they reached it today but i heard we reached it yesterday and all week last week. But the Valuation Case everyone is raving about, its tough to make, given that the numbers keep coming down for apple. And as long as the numbers keep coming down, the stock will too, until we see the quarter, the acquisition and it beats the newly lowered estimates or we get the buyback and the huge dividend. Until then, the apple and suppliers quarantine continues unabated. Stay with cramer