The pipeline that could keep that growth going for many years to come. Game changing medicines that are disrupting the market and crushing the competition. Including many of the old Line Companies whose time now seems spent. We can find growth in the oil patch where companies are putting up 30 Production Growth giving us staggering increases which on days like today we walk away from. But when oils up a buck, people smile on these. They go crazy for the likes of pioneer and eog. We love growth and rapidly expanding retailers and restaurants, red robin gourmet. Buy, buy, buy shares rallied 7. 47. Or starbucks which jumped 1. 62 on price increase in the united kingdom. 5 cents more for cappuccino with skim wet produces a 1. 3 billion rise in the companys capitalization. Neither of these holds a candle to what michael kors the accessory chain accomplished today, with an astounding 49 increase in profits. With samestore sales that soared 23 . Anything north of 5 increase gets these growth managers, Fund Managers salivating. This was more than four times that. No wonder the buyers are willing to pay 79 for the stock, up 4. 35 from the last sale. Even though kors sells 23 times next years earnings, i think its actually cheap. Thats right, cheap, which means i think its going higher. Or theres the bull market in cell towers, which capitalizes the wireless carriers needing to reach more people with clearer signals. Companies that youll hear from tonight with astounding yearoveryear growth that keeps getting rewarded with the new highs, hey, listen, ive got a roof, welcome to it. Nothing gets investors more excited right now, though, than companies that harness mobile, social and the cloud. You have just mobile and investors are interested. You have cloud and theyre getting enthused. But if you have all three of them, the holy trinity of whats working right now is upon you and the buyers are in rapture. Yes, they are bacchanalians partying down on that magical elixir that is growth always wanted to do that. Which brings me to the ultimate social mobile and cloud play on the horizon, the ipo of you fill it in. Its like one of those geico ads. Yeah. Okay . The mobile interactive website. Im doing that. The mobile interactive website that is taking the world by storm with almost 200 million monthly active users up from half of that last year. Clear path to profitability as soon as next year, but certainly by 2015, has everything a growth accolade could possibly ask for. Okay, im talking twitter, which is why i think its going to be the hottest ipo since facebook, maybe even hotter than facebook. And thats what i want to talk about tonight. You see, im deathly afraid of another facebook deal happening here. Whats another facebook mean to me . It means a deal where Institutional Investors who have done an immense amount of valuation work based on insider insights that the rest of us dont have will be giving their final order indications tonight to their brokers for how much stock they like. I can tell you from people i talked to that many large institutions are simply saying to goldman sachs, the keeper of the books for the deal. Look, i do a lot of Commission Business and ill take every share i can get. I want 10 of the deal. I want to circle 10 of the deal. That level of demand for a stock is pretty unprecedented, again with the exception of facebook. The reasoning is twofold. First is a good one. These Institutional Investors are very jazzed, theyre excited about the possibility of owning shares in a company thats generated 620 million in revenue and super jazzed about the possibility of revenues increasing to about 1 billion the year after with double the profits. Second, though, and this is what worries me about you. The big boys are betting that other less informed investors, people who use twitter and love it like me jimcramer, people who dont know how to value the stock but just figure how can you go wrong, are going to come in and buy the stock from the professionals at much higher prices than they could hope to get on a purely valuation style of investing. In short, they want to fleece you. I want to stop that from happening. Oh, sure, therell be some thick and thinners out there who believe in owning, not flipping, and im okay with that. Twitter does have a combination of users who love it and advertisers who thirst for it. You have a Virtual Network created by users getting monetized and it doesnt need to be monetized much overseas, but it will be. It makes tremendous sense to hold on and to try to get more if you are a growthaholic and you understand the vicissitudes of the stock market. I am thrilled for the big boys. I hope they get all the shares they want. What i worry about are the people who think theres no price thats not worth paying for twitter. There is a price where its not worth owning, like ive been telling you, my limit on that valuation is 20 billion. That limit has to do with a combination of what i understand other companies would be willing to pay right now for the enterprise, coupled with an effective discount to facebook because of its smaller scale and so far lack of profitability. Something we know from the last quarter, facebook has in spades. More important, when it proves every single social mobile and cloud stock since it became public, if you have a stock in the deal, go in on the underwriting, you made out like a bandit provided you sold it, but if you didnt and paid the opening price in the aftermarket, within a few months you lost money on every single one. In most cases including facebook, you could buy the stock for literally half of what they opened, at or even less. Thats right, not one of these stocks, yelp, trulia, zillow, linkedin, facebook, not to mention groupon were bargains for those who bought them in the market. They just werent. They just werent. They amounted to the equivalent of grand theft stock market. Even bigger than the video game. I want to point out in every single case except groupon, you did get back to even and a remarkable ride to much higher prices as the blessings of the social, mobile and cloud capabilities kicked in. And the analyst who has done the best preipo analysis of twitter, is saying he feels comfortable paying up to 40 for the stock. And his, the 28 and change amounts to 20 billion. He wants to pay it, says you should be willing to pay more than that. But even peck, who is rigorous and shrewd, and i did mock him initially because i dont like to see research of a company thats not yet public. But he says his ultimate target is 50, 50. He believes its going to be worth almost twice what i think you should pay for it. Peck may be right and i may be right. Twitter might get to 50 eventually. But will it reach 50 before visiting 25 or 23 . Will it go to 50 but shake you out at 20 . Worse, will it open at 50 so the upsides taken out from the start. No matter, what i care about is this. Im giving you my blessing to pay 28 for twitter, far more than people were talking about paying for the company two weeks ago even as nothing new has happened to it. Yes, a few weeks ago, people were laughing at me. They were laughing at me as if i were carrie saying i thought 20 billion made sense. The highest i heard back then when people were cackling was 15 billion. I didnt know a soul at 20 billion. Now, again, with no new information, im suddenly the low man on the totem pole . Come on, thats just wrong. And worse, its risky. Heres my bottom line. I dont want you to take out the big boys at high prices. I dont want you to be the reason they make money on the twitter deal and you dont. I want the companys sales and earnings to be the reasons. So dont go nuts. Take a deep breath. Be conscious there is a price thats too high, and may you get as much twitter on the ipo as possible and as little after that. Arnold in california. Arnold. Jim cramer, love your show. Wondered how you felt about alcotel lucent, alu and their management team. Okay. David faber, my cohost along with Carl Quintanilla on squawk on the street, he is chiding me. Hes looking askance at me. He has arms akimbo at me. There are three good a. C. T. Words. Heres the problem, the stock has been on fire, theyre fixing their balance sheet, i think the orders going to be there. Im not backing away even though weve got a big gain. I still like alu. Mitch in california, mitch . Caller hey, jim, my questions regarding lionsgate entertainment. The stocks been performing over 100 yeartodate, and it dipped in the past month trading about 8 below the alltime high. I would like to know a good play going into earnings season this week as well as the new hunger games film. Youve got to get through earnings before you get to hunger games. I think hunger games is going to be good. I underestimated the first hunger games. Stock was at 16, i thought it would go to 20 and proceeded to go to 30. I believe you have to wait until after the quarter and then hunger games awaits you. Are you atwitter about a social media ipo . And you know which one i mean. Be prudent, dont be crazy. Mad money will be right back. Coming up, eye on the prize. Cramers tracking some of the most innovative biotechs on the street. Regeneron pharmaceuticals. Next generation medical science is helping to drive regeneron to the top of the tape today after reporting a blowout quarter. Then, could Acorda Therapeutics pipeline make it a healthy investment . And later, power tower, your tablet, phone, watch and even your glasses, the more connected we become, the more we rely on Cell Tower Companies like sba communications. Can an investment here connect you with cash . Dont miss cramers exclusive, 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. If you dont happen to own any of the totally en fuego biotech stocks, you are probably kicking yourself. Ive got a speculative biotech stock thats been a laggard, im talking about Acorda Therapeutics, its up 31 for the year. Its meager against this industry, but the stock has actually come down 16 since july, which is why its so intriguing. It just reported whats known as a mixed quarter last thursday, delivering a 16 cent earnings beat off a 23 cent basis, even as the revenues came in slightly lower than expected. For these small biotechs, i dont care about that. Its not important. What really matters is the pipeline. And i think the quarters pipeline holds a ton of promise. Right now its all about a drug called impura, which helps multiple sclerosis patients regain some of their ability to walk. Some people were worried because sales were basically flat versus the previous year. Its got multiple indications. Its being studied to see if it can restore walking ability for stroke victims and cerebral palsy. Plus, acorda has a nasal spray that helps alleviate epileptic seizures. And on top of everything, they have an enormous early stage pipeline, including, perhaps, we have to talk about. Something potentially i always have to caveat this, spinal cord injuries. Lets take a closer look with dr. Ron cohen, the founder and ceo of Acorda Therapeutics. Welcome back to mad money. Thanks, jim. Thank you, doc. I hesitate to even spend that much time on impura because its all known and youre a pipeline story that happens to be backed by cash. Do you think thats a fair characterization . Absolutely. Its the engine, it helps us go. And sales were up 13 over the same period last year. People were concerned because quarter over quarter, q2 to q3 was flat, and we narrowed our guidance, we gave people 295 million to 305 million this year, and thats showing nice, healthy growth. I mentioned the epilepsy, the possibility of the stroke, these are big, big markets. Spinal cord, which caught peoples fancy . I know i was blown away by the slide show. Im excited about it myself. If you think about it, two years ago when we first got we had just gotten ampyra to market to help people walk with m. S. We had one drug in clinical human studies. Now we have six. So we made a lot of progress in two years. The one i think most people are focused on right now among many great ones is taking the same drug substance thats in ampyra and see if it can help people walk better who have had strokes. Stroke is a huge problem. Seven Million People living with it. Of the markets that are left to tackle. Right. Right . Thats a huge one. And about half of those people have ongoing walking disabilities. 800,000 new cases a year. And we showed in an initial trial some promise with this drug, that it seemed to actually improve walking speed in people with post stroke. So were going to talk to fda and hopefully if they agree, well start by the Second Quarter a new Clinical Study hopefully to help support approval. Right. You go to tremendous lengths in the presentation to talk about the benchmarks you have to meet. In other words, youre setting up a study that basically pits well, doesnt pit, but shows people with nothing that are just trying to get back this is about rehab. Were people rehabbing with your drug . So this is taking people who had a stroke anywhere from six months ago to 30 years from now. Average of ten years, actually, after stroke. And whatever it is theyre doing, it doesnt matter, were going to bring in people who just have problems, maybe theyre rehabbing, maybe theyre not, but were going to give some of them this drug and some of them are going to get a placebo and were not going to know which. And then were going to compare. Thats what we did in the first study and found that the people who got the drug did better than the people who got the placebo. It still could be a couple of years, right . Yep. But it is an exciting new world for these people. It is very exciting. Youre very understated in your presentations, which is good, no room for hype in this business. Is there some sort of epidemic of epilepsy right now in this country . Yes, there are about 2. 3 Million People with epilepsy. People in the field call it the hidden disease because most people with epilepsy, if they can, they dont tell anyone about it. You probably know a lot of people with epilepsy and dont know you know them. Yes. Theyre trying to keep it low key. Correct. And some of these people, a lot of these people are not fully controlled on the medicines we have. They get breakthrough seizures, clusters, theyll get one seizure and a few hours later another one. These are very dangerous and frightening. And theres only one medication that anyone can use at home without going to the emergency room. And it turns out you have to deliver it as a rectal gel. And most people arent up for that. Little kids can use it, their parents give it to them, so on. Weve developed the same drug but in a nasal form. You just take a quick spray and it does, we think, the same thing. And weve Just Announced today that weve filed with the fda to ask for approval for that drug. And if it does get approved, we could be on the market as early as next year some time. I think this is huge. The doctors i deal with on this particular issue are flummoxed. They dont know. Theyre deathly afraid something bads going to happen. They have nothing for these people. This could be it. Well, this is a great rescue medication. Right. Thats what im talking about. Something happens, theres people i just dont think people realize how big it is. It we think its a very important indication. With the time left, i we have regeneron on later, i remember the initial regeneron, spinal cord injuries, the Defense Department cares. Everybody cares. Anything within five years possible here . I founded the Company Based on my interest in spinal cord injury. We know how awful it is. We have a really exciting medication. We just started a Clinical Trial in people with acute spinal cord injuries, and in preclinical studies, it showed a potential for rescuing spinal cord tissue so that they preserve more function later. Now, this trials going to take a couple of years and hopefully well get some nice signal at the end of it. Not a reason to buy acorda. Its a reason to follow acorda. I agree. The other ones are reasons to buy. I would agree with that. Thats dr. Ron cohen, the president and ceo of Acorda Therapeutics. Its a remarkable presentation. Some companies are really trying to solve the big issues in this country in disease, acordas one of them. Stay with cramer. Coming up 20 20. Next generation medical science is helping to drive regeneron to the top of the tape today after reporting a blowout quarter. Could the catalyst to come make this stock a healthy investment . Dont miss cramers exclusive. Stacys mom has got it goin on stacys mom has got it goin on stacys mom has got it goin on [ male announcer ] the beautifully practical and practically beautiful cadillac srx. Get the best offers of the season now. Lease this 2014 srx for around 369 a month with premium Care Maintenance included. Look at regeneron go. Heres a biotech stock, one of the four horsemen of the big pharma apocalypse that simply seems unstoppable to me. Regeneron just reported this morning the company shot the lights out. Truly stunning numbers. 52cent earnings beat, 52cent earnings beat off 1. 88 basis. Revenues that rose 39. 6 yearoveryear. Biggest beat of the quarter, biggest beat of the year. Whats more, going to the quarter we heard a lot of chatter about regenerons big blockbuster Macular Degeneration drug, which could potentially slow the turbo charged growth. What happens, once again the numbers are phenomenal. Linked quarter with management raising their Sales Forecast and announcing theyve asked the fda for approval for a new indication, diabetic macular adema, which could add to peak sales. No matter how well the stock goes, it seems wall street cant get their collective head around the scale of the opportunity here. Stock has given you a 65 gain since we last spoke to the ceo back in january, maybe the best call in the history of mad money when i initially recommended regeneron trading at 5 back in 2005 after one of our earliest c. E. O interviews. 5,995 gain, if you invested 1,000 in regeneron, its 60,000. Lets go back into the well with the cofounder and ceo of regeneron pharmaceuticals, learn more about the quarter and whats next for his business. Boy is there ever a lot next. Welcome back to mad money. Thanks, jim. Thanks for being here. Thanks for coming in on a very big day. This was a beautiful play, this Conference Call because you started off with the 49 increase. But this diabetic macular edema, youre saying 570,000 people need and want this drug. Well, its a big opportunity. Look, for us, regeneron, this was a big quarter and its kind of rare in this business that every aspect of your business is working. Right. Weve got a true blockbuster, weve already done in the first nine months of the year, 1 billion in the u. S. Our partner bayer is selling the product well outside of the united states. You said its in the early stages, the term you used. Early stages of this drug. Just this week. We got pricing in france, so they havent even launched in france, which is a very big opportunity. Its in the early stages outside the united states, but a lot of opportunities to grow in the united states. Okay. Now youve got the name for it now. Youre talking about a gigantic lowering of the bad cholesterol drug. Others claim theyre there. Are you you on this call say you are ahead of them and this could be the next big regeneron drug. Well, cholesterol lowering we know is an important part of any strategy to reduce cardiovascular disease. We think that this new class of investigational drugs has the potential to add to that. Theres lots of patients, people who have statin intolerance, people who cant get to go and theres room for many competitors. Were going as fast as we can, but theres competition. Just this past week, pfizer came out and said theyre throwing their hat . Thats what i was going to ask you about. They said, come on, man, you like this regeneron, were pfizer. Weve got sanofi which is a pretty good partner. They know a lot about diabetes and cardiovascular disease. So i think were going to do pretty well. Explain to people how you can spend a lot of money in r d like many other companies youre being reimbursed by a large company. Sure. We have a very Strong Partnership where sanofi is spending a lot of money on our programs. But we said in this call, were going to spend more of our own money. After we get this 20 we have this 20 responsibility once we have a positive phase 3. Were going to be spending more of our own money. Thats going to go up, but we have a lot of good things to spend it on. You picked up the cholesterol drug early. I know, because i cant take the darn statins. Ive tried eight of them. We should get you in one of our Clinical Trials. Lets do it. I dont have any with me. However, theres another drug that you can get in on early in terms of investigational product. Thats our drug to treat asthma, hopefully, and to treat eczema. How can that do both . I thought it was a typo. Right. These drugs are linked because they are part of a group of diseases that are socalled allergic diseases. You get asthma, eczema, nasal polyps. Its a common pathway. We hope its an opportunity, still investigational, a lot of risk, but were very excited about it. Your Senior Vice President of commercial used the phrase, it brought chills to me. We have seen a stabilization in your opponent, the share. Was it 65, down to 48, why arent you taking those bad boys down to 40 . Why cant suddenly your drug, giving their drug away . Well, no, their drug is a lot cheaper and its used off label and there are some structural changes coming, and compound legislation. Meaning that the government may not really like that kind of split up of the vial. Regenerons view is that were in favor of choice. While patients should have lots of choices, which is good to have a choice, its good to have a choice, we think there should only be one quality standard. Lots of drugs but only one fda regulated quality standard. We think thats what the new law may accomplish and were looking forward to that. Okay. But we have seen instances where you break open the vial, where theres been horrible theres been deaths. Well, theres been deaths when people have injected drugs that have compounded. There has been blindness from drugs injected in the eye. This is why we need one quality standard. We need the fda to regulate this and thats what i think the new compounding legislation, if it gets passed, will actually do, and itll make things safer. Now, just circle back, its pertinent now. The diabetic, youre saying thats ready. Thats one of the things youre saying theyre just waiting. Youre ready to go the moment that thing we are ready to go but we still have to go through the approval process. Weve submitted what are those people taking right now . Theyre using lucentis, its been approved. It ahead of us. Theres some opportunity out there for people to get treated. We think our drug could be good, but we have to go through the review process with the fda. Its an exciting opportunity. Weve got allergies, cholesterol, diabetic macular, and we have eylea, a lot happening. Theres a lot going on. Ive been lucky. We have an enormous talent in the labs and he and his Research Team have come up with different opportunities for us, weve got 13 different products in Clinical Development and a whole bunch more that are moving forward which we havent talked with you about. Excellent. Well, i know were going to in the future. Go and listen to this Conference Call. You will know why i am still excited, even at 300 a share. Stay with cramer. Tomorrow, kick off the trading day with squawk on the street. Live from post nine at the nyse. They got a plan, it just happens to be a longterm plan. Very long. 400 years . Yeah, i think 400 year plan. It all starts at 9 00 a. M. Eastern. To prove to you that aleve is the better choice for her, this is claira. Shes agreed to give it up. Thats today . [ male announcer ] well be with her all day to see how it goes. [ claira ] after the deliveries, i was okay. Now the ciabatta is done and the pain is starting again. More pills . Seriously . Seriously. [ groans ] all these stops to take more pills can be a pain. Can i get my aleve back . For my pain, i want my aleve. [ male announcer ] look for the easyopen red arthritis cap. Customer erin swenson ordebut they didnt fit. Line customers not happy, im not happy. Sales go down, im not happy. Merch comes back, im not happy. Use ups. They make returns easy. Unhappy customer becomes happy customer. Then, repeat customer. Easy returns, im happy. Repeat customers, im happy. Sales go up, im happy. I ordered another pair. Im happy. both im happy. Im happy. Happy. Happy. Happy. Happy. Happy happy. I love logistics. It is time it is time for the lightning round on cramers mad money. 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 skedaddy . Time for the lightning round on cramers mad money. Gil in florida. Gil . Caller jim, yeah, i know youre a delta guy, but what about u. S. Airways stocks . If it gets through a deal with the Justice Department, that stock is a buy, buy, buy and it probably goes right to 30. I dont know if the Justice Department is that savvy to realize that u. S. Airways amr deal, wow. That stock doubles if we get it done. Lets go to joe in georgia. Joe . Yo, joe . Caller hi, this is joe from georgia. Firsttime caller. Whats the status on this . I think youve had a very big run in rambus, its time to ring the register because in the end, its not Exciting Technology from semiconductors. Jared in texas. Caller hi, this is jared here in texas. We want to say booyah, jimmy. Booyah right back at you. Obviously youre from dallas, not houston, or else you wouldnt be so upbeat. Whats up . Caller tell me something good about matador resources. Its interesting, but youre passing up on eog if you do matador and id rather see you in eog or carizo. Denise in pennsylvania. Denise . Caller hey, booyah, jim. Booyah, denise. Caller i just want to start off, of course, by thanking you and your staff. You guys are incredible. Youve taught me so much. We have an unbelievable staff that make me look good every single day, which, believe me requires a lot of work. Whats up . Caller okay, my question is on petrobras. With the brazilian government controlling fuel prices in order to control their inflation, that, of course, has a negative impact on the revenues, is pbr still a good investment . Ive liked it for a buck and i reiterate i like it. That stock market is in a funk, otherwise itd be at 20. If people are worried about government intervention, i think pbr is fine. I need to go to joel in iowa. Joel . Caller booyah, jim. Booyah. Caller this is joel in waterloo and im just curious about alcoa. Theyve been upping the price and had a good report. That stock has been creeping up step by step, inch by inch, slowly alcoa goes higher. I think klasu kleinfelds three initiatives, one, taking on the lme which i believe is not a good enterprise, two, cutting the costs dramatically, including cutting factories in italy and spain, and three, being linked to aerospace all to me saying buy, buy, buy next stock 12. Jake in new york, jake jakester, whats up . Caller booyah, cramer, from upstate new york. Caller my stock is merck. All right. Heres the problem with merck. Merck is stymied, old pharma, dont know necessarily what its doing. We are going to be definitively in the dont buy, dont buy. And im ashamed to say that because i want merck to do well, but i just dont think its got the gusto. Lets go to matt in maryland, please, matt . Caller hi, jim, how about a marine corps boorah. Dont forget, veterans day coming up, we got a big show here. Trying to get all the veterans to come. How can i help . Caller im calling about conocophillips. Wondering what your thinking. Is now the time to buy with wti crude . I think conocophillips is a terrific investment. I do want to buy. One more. Im going to mike, mike, mike in illinois. Mike . Caller jim, ive got a small position in uri, united rentals. I initiated it in the low 30s. Looking at the numbers going forward, is it still a hold . We dont care where the stock came from, we care where its going to. No one got hurt taking a profit, you got a double and that said, i think it told a good story last week and the stock goes to 80 a share before i think its too expensive. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Coming up power tower. Your tablet, your phone, your watch and even your glasses. The more connected we become, the more we rely on Cell Tower Companies like sba communications. Can an investment here connect you with cash . Dont miss cramers exclusive. Like, really big. Then expanded . Or their new product tanked . Or not . 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[ male announcer ] more destinations than any other airline. [ thai ] which airline do you fly . [ passenger ] united. [ male announcer ] thats great, big world friendly. There are times when it could be hard to find a bull market in anything thats easy to get your head around. This is not one of those moments. Right now weve got a red hot bull market in the wireless tower stocks, the backbone of mobile networks around the globe. These towers are everywhere. You probably see at least one on your daily commute. And this one is one of the things in your daily life where you see it and do the homework and realize, yes, the group, even with their like funny little pine trees that are really towers, is extremely viable. Last month i told you about theres been this gigantic spate of acquisitions in the tower space. But the industry basically coalescing into what some say is the slap happy oligopoly. Crown castle, American Tower and sbac. And its the last one, which in many ways may be the best we want to talk about tonight. Sbac has over 17,000 towers spread across the united states, canada, latin america, making it half the size of crown castle. It has terrific economics. Once you build a tower, you can sell Antenna Space on that site to three or four different clients, and the incremental margins for additional antenna array are about 85 . Sbac reported they hit it out of the park. Street was looking for a 15cent loss. Revenues came in higher than expected rising 39. 2 yearoveryear, management gave upside guidance for the next year, no wonder the stock jumped 3. 68 today in a growth love fest. Sbac is giving you about a 250 gain since we last spoke to the ceo way back in october 2009. Its up around 80 since we highlighted it in april of last year. The stock just keeps chugging higher and higher, more room to run. Dont take it from me. Lets check in with jeffrey stoops, the president and ceo of sba communications, hear more about the quarter and where his company is headed. Welcome back to mad money. Hello, jim. Thanks for having me. Sir, i want to start. There are very few companies that just pointblank say it, but you did. You see growth for, and i quote, the next several years. What gives you that level of confidence . Well, jim, we are in an industry that really thrives on the consumer demand for wireless services. And our markets we are in a situation where the carriers, our customers, are investing heavily to provide faster speeds, Higher Quality and better wireless experiences. And the only way to provide that, well, theres one of two ways, actually, you can either have more spectrum or you can provide more equipment. As i think you know, wireless spectrum is extremely limited and finite. What our customers are doing today is satisfying those demands through additional equipment and thats where sba fits in. Now, you talk about something i want our viewers to understand, organic growth and portfolio growth. Can you explain the difference and why youve got both going . Yes. Organic growth is the business that we add on our existing assets. Thats our most profitable business. Its the business that requires virtually no Additional Capital to capture and has the greatest and most positive impact on margins. Now, we also grow through growing our asset base through buying and building towers, and we have a history of executing well on the portfolio growth side. Weve been in the business a long time. We think weve developed a good nose for goodquality tower assets. We can create additional value for our shareholders by growing our portfolio with good assets that once theyre in the portfolio, enjoy strong organic growth. Are there still Good Properties for you to buy, and how do you compete against American Tower and crown . Theyre very aggressive too. They are. Thankfully its a big world out there, and theres a lot of tower opportunities and a lot of assets that have traded hands over the last couple of years, and i think will continue to trade hands. Were a pretty entrepreneurial company. We will get our fair share. We expanded into latin america in the last several years, just so that we would have additional opportunities to add assets to our portfolio and not be limited to the united states, which is a very good market, but theres also other good markets out there that if we invest right, we can create good shareholder value. Very early on in your statements, you talk about how tmobile and sprint, we know from dan hesse who runs sprint, are both mandating, mandating that they need more towers. What exactly does that mean . What is behind that incredible thirst by those two companies who arent as big as verizon and at t. Spending like mad to put up more towers. Well, all carriers in the u. S. Today and shortly around the world are going to be racing to 4g. Thats the Fourth Generation Technology of wireless services. Its more commonly called lte, and both sprint and tmobile are racing to try and close the gap a little bit on the Network Quality issues that exist between them and at t and verizon today. Theyre both very focused, very serious about improving their networks, and sbas been a beneficiary of that. Finally, a Real Estate Investment trust. I know youve gotten that operating loss balance. Would you consider converting to a reit prior to utilizing the nols or does that not make sense . You know, jim, ultimately we will be a reit. I think its going to be the best vehicle to create longterm shareholder value. But my view on what really is necessary to optimize your status as a reit and that Investor Base is to pay a healthy dividend. Today were compounding the cash inside our company at a 20 rate and the shareholders that we have today, they like that, they like the fact that we are focused on portfolio growth and potentially stock repurchases. But at some point in the future, you know, a dividend will make sense for us and so will reit status. But probably its not an imminent election for us. I dont blame you because most companies would be jealous of your level of growth. The last thing you want to do is put money back when they need every penny. Mr. Stoops, president and ceo of sba communications, thank you so much for coming on the show. Jim, thanks for having me. Guys, this is one of the great bull markets of this moment, okay. You know it, you know from your phone. You want more antenna, i want more roam, i want better reception. Its this company, amt and its crown. And they are all good but sba may have the most to go. Stay with cramer. This veterans day, mad money honors those who defend our countrys freedoms by helping defend their financial futures. If you or someone in your family is proudly serving or has served in Americas Armed forces, we invite you to join our live studio audience this friday for mad money invest in america salute to the troops. For tickets go to madmoney. Cnbc. Com. Stacys mom has got it goin on stacys mom has got it goin on stacys mom has got it goin on [ male announcer ] the beautifully practical and practically beautiful cadillac srx. Get the best offers of the season now. Lease this 2014 srx for around 369 a month with premium Care Maintenance included. So i can reach ally bank 24 7, but there ar24 7. Branches . Im sorry, im just really reluctant to try new things. Really . Whats wrong with trying new things . Look mommys new vacuum cat screech you feel that in your muscles . I do. Drink water. Its a long story. Well, not having branches lets us give you great rates and service. Id like that. A new way to bank. A better way to save. Ally bank. Your money needs an ally. Im jim cramer and welcome to my world. One man. One mission. I just want to make you money. Eight years. You need to get in the game tens of thousands of miles traveled. This new black gold rush is just getting started. Its the sound of american industry roaring back to life. Hundreds of ceos. My life story can be your life story. Thousands of callers. Booyah, jimbo. Millions of your emails and tweets. Mad money thanks cramerica for being with us for over 2,000 episodes. You can judge a great market by the quality of its secondary offerings and the reaction to them. Those offerings by companies, they dump stock. Take two deals we had last week, yelp and Western Digital, which each sold shares at 67 and both have already run to 71. In no time flat to get those four. Dont you want it . Im a huge fan of yelp. The company may have the most powerful mobile offerings of all the recent offerings. Now that you can write reviews on the go. Yelp is expanding worldwide in order to box out potential competitors who might have the idea of going in against them including the googles and facebook. Something i love because it reminds me of amazon during the old days. Building out the International Business like any great regional, national to international story, its getting terrific traction. I love a model like yelp which is like twitter, built on user content that dont cost nothing. Yelpers write reviews and Companies Need reviewing and they want terrific place ads near those reviews. Its a virtuous circle here. I know from my coownership of the debarry inn down the block from me in summit that yelp reviews can listen if youre in the Service Business make or break your business. It is that powerful. It is, indeed, a Global Online yellow pages with commentary. The opportunity so great for yelp that i told you the company would do a secondary offering to raise capital after reporting an excellent quarter. I said you should wait until the secondary drives the stock down and do some buying. 270 increase in earnings, but then the company also filed a secondary and people ran from the stock like it was toxic. Got bad reviews on yelp. But thats where the opportunity came in. And the 67 pricing made for a fantastic buy, one that i think will stand up over time. Its already looking like a steal as the stock rallied to 71. How about this Western Digital . This Company Bought hitachi global storages from hitachi in exchange for 25 million shares for Western Digital a year ago. Since then, its rallied an astounding 80 in part because of the acquisition of stek to expand beyond the traditional hard drive business. So hitachi decided to ring the register on 10. 9 billion of their shares. Made sense. Secondary price deliciously in the hole, 6 below that level. Again, a fabulous opportunity, Western Digital was trading around eight times earnings at that price, the companys doing much better than it used to be because of the higher margin change. And then bingo, you just made the floor. A new deal last night for carizo oil and gas. 3. 75 million shares to help finance acquisitions and drilling in the eagle ford which we like and the utica. Adjusted net income when it reported monday night, an amazing 41 increase as the company shifted dramatically and successfully away from the glutted natural gas market. Im sure people were disappointed that carrizo is selling stock. But that companys on a major growth path and i love Equity Financing versus expensive debt which is what the wildcatters still have to pay to get funding. I say if Oil Stabilizes around here, which i think it will, this one could be every bit as successful as Western Digital and yelp. And youll be able to get some carrizo at a terrific price, much lower than the price you see on your screen right now. Yes, i spy a third successful secondary right in the offing. Stay with cramer. Mad about mad money . Immerse yourself into cramers world while you watch the show with zeebox. On your phone, tablet or on the web, get sneak peeks. Go behind the scenes and join the conversation. Download the free app today for the ultimate cramerican adventure. People have been angry jimcramer on twitter that ive been saying teslas a cult stock. If theres one glitch, if something goes wrong, if they dont make as many cars, the stocks going to go down. There was one glitch, something went wrong, they didnt make as many cars to sell and its going down. Hey, thats why i dont like to recommend cult stocks, i like to acknowledge they are, indeed, cults for some people. Im jim cramer. Ill see you tomorrow designed by tim allen. It barely started. You know what these things do restored . What . 5,000, 6,000. Oh, god. 25 years to find this. Youre gonna have to pony up to get it. We are lightyears apart. Were leaking oil like exxon valdez, dude. There goes trying to sell it. This is really [bleep] up. [bleep] it. Like, seriously . I screwed up. Shouldnt have done it. My name is jeff allen. I buy, fix, and flip cars. But i dont do it alone. Ive got perry. Meg. And eric. We are the car chasers