Plunging 2. 09 . Nasdaq nose diving 3. 1 . Its worst performance since november of 2011, because if one things for certain, you wont find many explanation for todays hideous action on wall street or main street for that matter. Frankly, this was without a doubt one of the most mystifying days weve had in ages. In fact, if our country traded in a vacuum as if we were the only country in the world and so many hedge funds werent being knocked through a loop, im actually confident we would have been higher today, not down and not down terribly. That would have been the rational course of action in this nasty session judging by the last couple decades of trading. Why do i think we couldve been up with the domestic set of facts on hand and not down hideously as we were . Because the two biggest pieces of news in america today, america, were positive. The first, how about the lowest jobless claims number in ages . Thats right, jobless claims went down by 32,000, just 300,000. Do you know thats the lowest since 2007 . Yeah. Were finally back to where we were before the Great Recession now, you think the market would cheer an economy thats finally generating jobs. Im pretty sure there were people who thought wed never get back to this level of job creation. Thats how dismal and negative the collective mindset of america has gotten. But cheering an economy and cheering up a stock market are two different things. When we finally got what we wished for, people suddenly sold stocks. Now, normally, id say i get that, i get the scenario typically when the economy improves, Interest Rates rise, right. So the stronger competition from bonds knocks stocks down, particularly the ones that have good yields, right . Theyre no longer competitive. Thats been the pattern ive seen since 1981. But its not what happened today. No, in a total perversion, bond prices screamed higher and Interest Rates plummeted on strong u. S. Economic news. Best hiring since the Great Recession, yet rates falling off a cliff. I would have said thats impossible if i hadnt seen it with my own eyes. The second piece of good domestic news, how about the smallest march federal budget deficit in years. And a cutback in spending created that minor miracle. The only thing thats caused more hand wringing among many critics is the budget deficit. Even if its one month, though, you have to admit the best march in 14 years is a good thing, not a bad thing. Another reason to cheer for stocks . Apparently not today. Boo now you might ask, did something happen perhaps in Corporate America . Not that big economic stuff. Corporate america, that could possibly have triggered this decline . Well, lets go through todays news flow. Did any company of note report earnings . Actually, two did. The first was rite aid. How did it do . Best quarter in memory. Thats not the reason we sold off. Then, again, bed, bath beyond reported a tepid quarter. I dropped a ton of money at the chains division, i dont think that bed bath is a difference maker that could cause all this red on your screen. So lets see, no macro news, no Corporate News to justify the decline. Nothing broad, nothing narrow to explain it. When we draw blacks on a lack of domestic tranquility, we have to go overseas to nail down todays lunacy, i am calling it lunacy. First stop, lets go to beijing. Weve had a parade of truly horrible numbers coming out of china. You know i talk about it constantly. We all know that. But last night, we got a set of bad numbers, 6. 6 drop in exports and incline on imports. I would have thrown up those pesky little tasteless quinoa flakes. To me, these hideous numbers let you craft a thesis that said chinas falling off the global grid. Its an export nation that isnt exporting. Its a traditional importer thats stopped importing. Both of these events are blatantly deflationary. Keep that term in mind. Deflationary environment isnt necessarily good for stocks as companies do need to be able to raise prices everywhere to increase their earnings. Well, they want to sell more, but raise price. Given that were an earnings season, we dont want to start hearing that chinas not doing any business. Our Companies Need china. If they arent exporting, where the moneys going to come from to import . This time lets go to athens, greece. Heres a country that was the butt of many jokes just a couple of years ago, a bankrupt nation that put the western world through not one, but two bailouts. A Profitable Group of tax dodgers who had no game whatsoever. Last night, the government, the greek government sold about 4 billion in fiveyear bonds with a yield of 4. 75 , 4. 75 . At one time, that was obscenely low in the united states. But greece, a deadbeat nation pays only 4. 75 , that is ridiculous. You get no upside and very little return and a ton of risk, maybe another default lurks, wouldnt be the strangest thing. Who needs that . Im not going to get any upside take on default risk. I might as well buy bonds from the united states. The country with the shrinking deficit, less issuance, not more. The one where people are hiring again. The one where i have a natural buyer, the Federal Reserve right alongside me. If i change my mind, i want to sell and lo and behold, thats exactly what happened today. On a day when we have the best employment news in seven years, Interest Rates cascaded lower. Thats not supposed to happen. And it wouldnt have happened if not for Economic Uncertainty overseas and a lack of quality bonds to own anywhere because believe me, greece is the highest return youre going to get, sovereign debt. Yes, the search for yield is so palpable that one group of stocks actually managed to withstand today selling onslaught to some degree. And thats the dividend names with decent yields. So how powerful a draw is yield here . How badly are people searching it across the globe . Get this, itll put it all in context for you. Consider two stocks. Consider Chipotle Mexican Grill and mcdonalds. Chipot chipotles a serial outperformer. The key metric for restaurants. Mcdonalds is a serial disappointor that other restaurant chains are actually making fun of in their ads. Yep, chipotle the company can do no wrong, and mcdonalds the company can do no right. How about the stocks today . Chipotle with no yield got crushed, down 22 and change. Mcdonalds with 3. 26 yield, better than bonds after taxes rallied up 1. 08. Talk about a demonstration about the power of dividends. Now, which companies, theres a bit of a riddle, have the least prospect of paying these now beloved dividends any time in the not too distant future . How about Development Stage biotechs and Software Service cloudbased tech stocks. These happen to be the companies that have issued the most news stock or the highest ratio. I told you to monitor these insider, these bad ipos. We had ally today. A bank. Holy cow. That didnt work. Sure enough, which stocks were hit the worst today yet the biotechs, the clouds and the banks. Remember how earlier this week i told you about the forced selling by hedge funds . Well, guess what, that was back today, too. In a huge way. Not at the opening, but continued to get worse all day. The selling of the nonyielders for the high yielders made the market feel like quick sand. And these Fund Managers simply dove right into it. And thats how you get this kind of debacle out of u. S. Stocks into u. S. Bonds all one sickening vacuum the whole darn day. Heres the bottom line, today was a day where everything went wrong in the u. S. Stock market, even though everything went right in the real market, the u. S. Economy. You just wouldnt know it unless you visited t eed tiananmen squ. Caller hey, cramer, university of florida gator booyah to ya. How are you sir . Tough basketball booyah to you. Whats up . Caller i know. It was tough. It was difficult to watch. Caller listen, my questions about mid cap industrial hertz global because its not a high flier or biotech or momentum stock its gone from 27 to 28, back down to 26. 50 since january. Is this an ipo glut or healthy profittaking or emerging market exposu exposure . It was just profit taking. Its a good stock. A company doing a restructuring. I love these companies restructuring. But remember, United Rentals down ten straight points and hertz is getting rid of. Going to be splitting off that rental business that is this kind of construction. And thats that whole group was under a lot of pressure today. Lets go to jeff in my old home state of pennsylvania. Jeff . Thank you, jim, for helping so many people and giving so much of your time. Thank you. If more people were like you, the world would be a better place. There are people who are who do a great job in this world. But go ahead, thank you, thank you. Im interested in one of the many energy companies. Got a downgrade, is it one of the good ones or one of the bad ones . Look, i like him, i think apa apaches fine. Thats a terrific company, its got a little yield protection. Chevron, down very badly today, my Charitable Trust owns that one. Down off an interim update where thats got a good yield, too. Both of those are preferable to owning apache. Rocco . Jim, at the moment i am a current owner of amazon. Where, in your opinion, do you see this stock heading . Is it a buy . Is it a hold . Or is it a sell . Its a very tough stock to own here because, remember, ive been saying that amazon is a cult stock not unlike solar city and tesla. And what happens is, the cults a oneway thing. Right now its a hated cult stock, before it was a loved cult stock. It was difficult to game how high it can go or how low it could go. If you want to own amazon, deep in the money calls. I do like the company, but the stock got overheated. Sam in california. Sam . Caller good afternoon from california. Im wondering, is it buy, hold or sell . Which one . Gilead. Today there was news that merck has a better pill, perhaps, for the hepc pill that gileads marketing. I think that gilead has a better pill. But no one even was thinking that merck was that close. And thats why gileads down so much. Understand, the biotechs are being incredibly hard hit, a lot of new deals in the space. You have to be patient if you want to own gilead. It was, indeed, a mystifying day when things went right on one front, the real market, the real economy. But everything went wrong in the u. S. Stock market or so it seemed. When you take a closer look, the problems were not on our turf at all. Up next, find out why one of my favorite bankers is back in the spotlight. And my way to play apples latest breakthrough. Also, American Energy unleashed and on sale around the world. Dont miss it. Mad money will be right back. Coming up sapphire lens. Sapphire crystal. The sapphire lens. Wait. Whats with all the sapphire talk . New technology is taking the gadget world by storm, but you dont have to cash in your jewels to play it. Tonight, cramers got the best stock for your buck to invest in apples latest advancement. Plus, putins problem. Overseas tensions turn the worlds attention to the idea of exporting american natural gas. And no ones further down the path than trail blazer chanier energy. 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. Let me read you something. It seems that just about everyone has become a risk expert and sees risk behind every rock. They dont want to miss it like they did in 2008. They want to be able to say i told you so and therefore they identify everything as risky. That gem, one of many you can glean from jpmorgan chases ceo jamie letter. Or more specifically, those who sell on days like today. Diamons letter chiefly about the landscape and how it has changed. More accurately scared us. Although, he cant bring himself to say it. Thats my view. The greedy screwups by businesses, bankers, back then, has led to a backlash against capitalism. That plus the partisan warfare produced a world where earns scared of his own shadow and given the harsh nature of the new world where regulation does lurk everywhere and Compliance Costs are sky high. It might actually not be worth investing in anything remotely risky. Confidence low, high and justified other than as he points out in silicon valley. Everything from the amount of cash everyone holds and seeming aversion to debt, the principal merchandise that a bank offers to tax and immigration policies that make it daunting to do business in this country. But i keep coming back to the notion of risk that paralyzing everyone but silicon valley. And in particular, the risk aversion of those who invest in our capital markets. Put simply, managers of all sorts would rather cry wolf with the idea that there is a wolf, they would rather say the sky is falling, betting on a falling sky than to bet positively on the future. Particularly, again, on days like today. Ask that more than anything else is why i believe stocks can actually still work their way higher here even after the beating we took today. As long as people clean the cash, shun debt and try to look like theyve got it right for the next financial apocalypse even as we just had one a few years ago and have ample controls to ensure it doesnt happen again, this market has too much pessimism to roll over. Remember, its only 3 off its highs. Its ironic, but the pessimism seems plausible because despite diamons homage to a positive future, including an odd reference to Martin Luthers line, diamon paints a picture that doesnt seem positive at all. Potentially positive but extreme extremely etherial. You want to disagree with him, especially after a recession. But to put it simply, the pessimism seems placed and not misplaced, which makes the opportunity in spotting those who dont feel this even more bountiful. Thats why diamons letter is a must read. Its a document that aids the bull, but its filled with negative instances and data that make you want to bet against risky investments like stocks. In short, its the perfect letter for the moment. One that should force you to take more, not less risk because you dont want to be the guy who always fears whats lurking around the corner. Since, alas, it already lurked and is now mercifully behind us in the Rearview Mirror of reality. After the break, ill try to make you even more money. Coming up volatile mix . The father of the markets fear index reveals what the vix could be signaling about the markets next move. And later, can American Energy help call volatility overseas and in your portfolio . Dont miss cramers exclusive with Cheniere Energy all coming up on mad money. Up on mad mo when money talks, it comes to cramer first. Why are you bullish on our country . We see the huge Energy Potential in the united states. I think we need to get after it. In our industry, youre either riding that innovation curve or youre not. My message is, dont bet against us. Watch mad money, and be the first to know. First to know. Aflac. Aflac, aflac, aflac [ both sigh ] ugh you told me he was good, dude. Yeah he stinks at golf. But he was great at getting my claim paid fast. How fast . Mine got paid in 4 days. Wow. Thats awesome. Is that legal . Big fat no. [ male announcer ] find out how fast aflac can pay you at aflac. Com. Its the get growing sale from adt. Right now you can get 200 off adt pulse for Small Business and a wireless camera at no charge with a qualifying bundle. Woman when you own your own business, its a challenge to balance work and family. Thats why i love adt. I can see whats happening at my business from anywhere. Now manage and help protect your Small Business remotely with adt. Arm and disarm your alarm, watch secure video in realtime, and even adjust your lights and thermostat wherever you are. With adt, you get 24 7 protection through our Fast Response monitoring. The get growing sale. Call today to get 200 off adt pulse for Small Business. Hurry. Sale ends april 15th. I love the convenience of adt. I can finally be in two places at once. Helping to protect your business is our business. Adt always there. I and i got the tools ira to do it my way i got a lock on equities thats why im type e thats why im tyyyyype eeeee, i can do it all from my mobile phone thats why im tyyyyype eeeee, if i need some help im not alone were all tyyyyype eeeee, weve got a place that we call home well type e all week, were counting down our favorite stocks by price range. The way this countdown works, we look for the years best performers in each price bracket. Started with over the priceline, then the 100 to 500 names, harmon international. Then the 50 to 100 with spirit airlines. And today, were looking at the best performers that are in the 10 to 50 space. I havent been listing the bestperforming stocks in each of these groups. Here on mad money, we believe in stock picking and discretion so to speak. Ive been looking through the list of the best performers and picking one stock from a list that i think has the most upside potential for the rest of the year. So tonight, were looking at the strongest names for 2014 that are now trading between 10 and 50. And the company i like the most on this list is were all speculative as we looked at the best performers is gt advance technologies. Gtat a stock up 85 since the beginning of the year, not to mention the fact its rallied 340 over the last 12 months and, of course, is now being slaughtered because, well, it fits that category of stocks that dont have the big earnings or dividends. So then why the heck am i recommending a stock thats already run so much its now so dangerous . Havent we already missed the move . More important, given that gt advance technologies is a small company, not turning a profit, isnt it a little too speculative to talk about . Oh, true. All thats true to a degree. Gtat has rallied enormously. Yes, its for speculation only. Which means under no circumstances should we even consider paying up for this one in afterhours. But heres the thing, the company does have a terrific story to tell that didnt end because the nasdaq was down so badly. And for weeks, ive been waiting to catch a pullback. Catch a pullback. And boy, it got clocked today. Sent the stock down 1. 16 or 6. 7 . If you can get gtat for 16. 10 where it went out today, then i think its worth buying. Again, only for speculation and not all at once. If you want 100 shares of this one, buy 25, then wait for it go down another dollar. The thing is, it is the stock thats being wrecked. Not the company. Why do i like this name so much . Okay. Historically, gt advance technologies has been a maker of equipment thats been used to produce solar panels and sapphire based light emitting diodes. Think of it like this, for those of you studying for the s. A. T. S, gtat is to solar and sapphire l. E. D. Industries as a Semiconductor Equipment maker like Applied Materials is to the semiconductor industry. And the sapphire space really started heating up about a year ago. Heres the thing, as long as sapphire was only being used to make plain old l. E. D. S, the reason gtat shot through the roof and why it has more room to run perhaps after it digests a bit of this run is because Companies Like apple and samsung have come up with novel uses for sapphire. Which, by the way, is one of the hardest materials on earth, second only to diamonds. Scratch resistant and insanely durable. If you happen to own an iphone 5s, guess what, the home button on the bottom, thats made with fancy sapphires l. E. D. S. And apple uses sapphire to protect the camera lens. Samsung is using sapphire l. E. D. S for the screen in the smart watch. These moves are what propelled the stock higher last year. But the gamechanger for this company came in november when we learned that apple partnered with Gt Advanced Technologies itself. Gave these guys a 578 million loan to build a big synthetic sapphire plant in arizona. Theyll be able to supply them with sapphire for years to come. Gtat has been on fire. Theyve doubled in the last few months since they linked the deal with apple. This partnership is absolutely incredible for gtats numbers. Consider, this Company Generated a little less than 300 million in revenues last year. For 2014, though, forecasting anywhere from 600 to 800 million. With 80 of these revenues coming from the sapphire segment. Do the math, at the low end of the guidance, it will double yearoveryear. At the high end, looking at an astounding 166 revenue increase and a huge portion of that is thanks to the apple deal. An arrangement expected to be cash positive and additive to earnings. Were not doing a fly by Night Company here. Now, these numbers are impressive. But even they dont explain the full story. Ever since we learned about the deal with apple, theres been rampant speculation that apple might, just might decide to change the material they use to make the touch screen on the iphone. Right now, apples using a fancy kind of glass made by corning. The trouble with glass, though, yes, it breaks. If apple were to switch to sapphire, the thinking goes theyd have to pay up more for more expensive material but theyd be able to sell you a product with an unbreakable touch screen. If its made of sapphire, it wont crack. And if apple ever makes that decision, you Better Believe it would be a gigantic positive for gtat and the stock would roar higher than it is right now. In a way, though, this is in gtats hands. If they can figure out how to produce it cheaply enough with apples money, apple might choose to make the switch. We know that apples made patent filings suggesting iphone 6 could have a sapphire touch screen. And we know that corning has been out there blasting them using it suggesting theyre worried about it being a possibility. Theres no guarantee this will happen. Which is a main reason its for speculation only. Now, last month, gtat had a pretty darn Bullish Technology day. They discussed these new products. Thats when we talked about it last. We know they have remarkable revenue growth. I believe 2014 will be the year where gtat becomes profitable. This is a speculative name where you need to buy in small increments. Its a 16 and change stock that could easily trade down to 14 on new real news because its so volatile and thats what kind of market we have right now. I just want you to understand the nature of the merchandise im talking about here. Heres the bottom line. When i look through the years best performers in the 10 to 50 bracket, theres a lot of speculation there. I think the gtat is the one that has that really has what it takes to keep rallying. Remember, though, the stock is super speculative. And the only reason im highlighting it here because ive said over and over again, i would like to wait for the stock to pull back. So when i get the pullback, i cant run. And we have an enormous pullback. If that pullback continues, this stock is worth buying in increments on the way down. If it shoots up tomorrow, be patient, keep your bat on your shoulder, take a pass for a moment. Put it on your Shopping List and well circle back if it comes down again. Lets go to jim in washington, please, jim . Hi. I have money invested in u. P. S. Stock and my 401 k plan. Would it be a good decision to take money out of both of those plans and buy real estate . You know what, i cant were talking about it today as being as wanting to buy it. Its got a nice yield, its doing well. I dont think you should do that unless you have too much and you want to do an asset allocation. I cannot countenance the idea that it should be sold here. I think this is the stock people want. Good yield, solid business, nice prospects. Jack in washington . Jack . Booyah. Booyah, jack. Long time listener, twotime caller. Im trying to get rich carefully. Ive got your book. I really enjoy it. Thank you. Caller my question is on siemens, s. I. , theyre seeking to discontinue their listing on the new york stock exchange. What will delisting do to a stock . Should i buy, sell or hold . No, this the delisting means very little, not much trades here to begin with. It hasnt worked as a success story. I like buying an etf that is actually of all the major stocks of europe rather than singling one out. But siemens is a good company. Its coming down like all Good Companies came down today. Were looking at stocks for every budget. And in the 10 to 50 range, ive got a speculative one getting hammered here. Stay with cramer. Coming up volatile mix . When the market gets rough, wall street turns to the vix for answers. And no one knows the fear index better than the man who created it. Cramer sits down exclusively with its inventor just ahead. Ad. On a day where the averages just got killed, its worth talking about the mechanics of the market. Specifically the way the volatility index, better known as the vix, sometimes called the fear gauge tends to shoot higher whenever the broad market gets slammed. And it sure did that today. Now, i dont really like trading something along the lines of the vix. But lately, theres been interest in exchangetraded funds that mirror the volatility index. The problem, though, most etfs out there are not suitable as longer term investments. Many are just trading vehicles that rebalance every day. And the commodity etfs that own futures can cause you to get slammed every month when they roll over the futures contracts. This is something weve been talking about for ages. And now theres a Company Coming out with etfs designed for the purposes of investing, not just shortterm trading. Im talking about accushares. That a few weeks ago filed to register new volatility etf and six new commodity etfs with the securities and exchange commission. These are Exchange Traded funds that are designed to work the way you and i think they should intuitively. One of the reasons i have faith in accushares. They brought in the man who created the vix, also done some tremendous Academic Work exposiexpose ing flaws. Tonight we got a chance to talk to him about whats wrong with the vast bulk of Exchange Traded funds. Welcome to mad money. Thank you for coming on, sir. Thank you for having me. Okay. Have a seat. Father of the vix. Lets go to it. The vix today started at 1398, spiked to 1534 and went to 1,589. What should that mean to our viewers who are largely individual investors . We need to be concerned about is why it made those moves. And i dont really understand it today. I didnt see any big news events. Ive been traveling up from nashville. It seemed to be more technicals that were influenced. I agree with you, i talked about that earlier in the show. Theres fear of unknown unknowns. I mean, this this gauge of yours, get to in a second how you came up with it, is often a gauge of things we dont know that could go wrong, right . It absolutely is. And its set. I mean, essentially set by the people who trade put options and the s p 500 market. Some information is coming to them and they become nervous about some issue and they run out and buy insurance. And thats what drives the value of the vix up. Okay. One of the things that accushares is trying to do if you wanted a fair way to invest rather than day trade, you are developing that. Can you explain the difference between what people are trading now versus what youre hoping to give them . Absolutely. And youve had your finger on it for years now. But right now, what theyre trading is futures indices. And future indices, the most popular ones are 30 days to maturity. And that futures price curve is steeply in contango. Were not all students in your class. So youve got to use english. If you look at the nature of the futures price curve, the futures price increased with increase terms of maturity. It goes up. As you hold the futures position, that futures price is drown in down towards the cash index vix level. If you think about what theyre doing on vix etfs, what theyre doing is concentrating at the 30day level. They get pulled down one day, pulled down the curve, they lose money, and then they rewrite the contracts at a higher price. And they get pulled down again. There are a couple of products, one article that i wrote a couple of years ago looks at vsx, which is the highest market cap vix etf and as of over the past, i guess, since its inception in january 2009, its lost more than 99 of its value. That is incredibly bad. Now, if you think about the vix cash index level itself, it follows what is called a mean reverting process, it stays at 20 , spikes up when russia goes into the ukraine and then it comes back down again when the market becomes comfortable. There are a lot of times where the markets not doing much and vix just hovers around 10 or 11 . Thats what people want to invest in. Right. They dont its not it does not go down over time. What im going to tell people, my take away and reading your writings is they just cant these investments that are currently available are not for them. No. Theyre for people who are professionals who dont have other jobs and get in and get out. And if theyre using them for longer term, its just wrong. It is plain wrong, and that is the point that i tried to make in that article is at the time that i wrote it, people were advertising volatility as an asset class, and these products as something you need to include with stocks and bonds and your overall asset allocation. Thats not true. While the correlation is usually negative and theres a huge diversifying effect, the expected rate of return is highly negative on an annual basis and used the history, its about 60 of the year. And yours isnt defective. Thank you for developing what youre developing. Thats professor at Vanderbilt University and the man behind the vix, which obviously is the big focus on today. Stay with cramer. Cramer. Gunderman group is a go. Yes not just a start up. An upstart. Gotta get going. Gotta be good. Good . Good. Growth is the goal. How do we do that . I talked to ups. Theyll help us out. New technology. Smart advice. We focus on the business and they take care of the logistics. Ups . Good going. We get good. Thats great. Great. Great. Great. Great. Great. Great. Great. Great. all great i love logistics. It is time it is time for the lightning round on cramers mad money. Rapidfire calls, play until this sound and then the lightning round is over. Ared you ready, skeedaddy. Time for the lightning round on cramers mad money. Lets go with saundra in ohio. Caller booyah. Thank you. How can i help . Caller thank you, thank you, thank you for making your book so understandable. But i wonder if you can tell me when do you expect biomarin to start rallying back . Its under pressure from the ipos coming out. Gilead rolled over. I spoke with celgene, lots of good things there. Nobody wants to touch this group as long as theres so many good ipos. They have to stop. They havent stopped yet. Until they do, i dont expect biomarin to rally. Marcus in georgia, marcus . Caller big booyah, jimmy. Whats up . Caller im calling about Carriage Services incorporated. They have a growth rate. Weve been faithful to service corp. Here in the funeral home industry and recommend that numerous times. Ive got to stick with that one. I think thats a very, very good stock. Lets go to peter in new york, please, peter jim, good afternoon. Yes, im looking for your wisdom, your current wisdom on swiss energy. Theres so many great weve had on all the time. Its a speculative play, but i regard that as potentially magnum hunter was on yesterday. I think you go back over what they had to say by going online at cnbc. Com, i think youll like what they heard. I think thats a better play. Lets go to bobby in california, please, bobby. Mr. Cramer, big booyah from lajolla, california. Thank you. Whats up. I was wondering what your outlook on biosciences is. The Insider Selling there has been horrendous. And i think, again, what ive been saying to be consistent here, the softwares a service and biotech Insider Selling and ipos are just a curse on this market. And lets add ally which was a total bummer today. When we have this much supply hitting the market, watch out. There is not enough demand. Eric in texas. Eric . Caller hey, jim cramer, we want to wish you a big booyah from san antonio. Booyah i like that. Good sports town. Whats up . Caller hey, our stock is glog. You know, i havent looked at gaslog recently enough. And ive got to do that, particularly because when i speak about it, ive got to know what im talking about when it comes that particular part of the natural gas chain. So let me come back and, you know, you owe you and your boy, im going to give you a much thorough explanation. I think thats terrific. Weve got to know more. And that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. By t. [ indistinct shouting ] [ male announcer ] time and sales data. Splitsecond stats. [ indistinct shouting ] its so close to the options floor. [ indistinct shouting, bell dinging ]. Youll bust your brain box. All on thinkorswim from td ameritrade. Ever since the russians just rolled into crimea, theres been a lot of concern about what happens if putin decides to cut off oil and gas supplies to ukraine, western europe, because russias the number one source of energy. And that has finally gotten people in america to talk about taking our own bountiful gas reserves and exporting them. Which brings me to Cheniere Energy lng, the lead player when it comes to taking our natural gas, liquefying it and shipping the stuff overseas. Takes many years to build an lng export facility. But has a leg up on the competition because theyre taking existing terminals and converting them for export use. Cheniere building two facilities, in louisiana and another one in corpus christi, texas. The company had an analyst date three days ago where theyre talking about the permitting process, as well as the contracts theyre signing to sell liquefied natural gas once the terminals are up and running. Ive been behind the stock for ages, lngs given me a quick 25 gain since we last spoke to the ceo six months ago. Lets check in with the visionary chairman and ceo, find out about where his companys doing and where its headed. Welcome back to mad money. Good to see you. Thank you. Have a seat. Thank you. When we first heard about the kremlin in kiev, it was pretty clear that the media kind of didnt understand. Because they know we have a lot of natural gas. They figure, you put it on a ship and send it there. Doesnt work like that, does it . I wish. No, it takes many years to really, first, plan it and organize it properly. At least two to three years in the planning process. And then, if you have a good set and prepared carefully, it takes another four to five years to get your first lng. Youre talking about the freeing up of our natural gas is really something that could happen in 2020 other than your company, probably . Well, i think its going to come slowly starting in 2016 when our first arrives and probably well have our first competition late in 2018 maybe 2019. And itll be a slow rampup, but itll get there by 2020. I think well have four or five facilities with the ability to export. All right. Well, lets talk about your analyst day. It looks like you really kind of laid out how its all going. But there were surprises. Our viewers knew that you had six trains and they werent all spoken for yet. Looks like things are heating up in your world. Well, in the last three months, weve signed one more train. So we now have six trains sold. And between corpus christi, were going to have a total of nine trains to export about 6 bcf a day. People said to me, jim, the stock cant keep going up. And i always say, not with the same set of circumstances, but if they expand. If theres more liquids that can be shipped besides natural gas, then the progression of the stock makes sense. Youre not standing still. No. We dont like doing that. In fact, you never stand still. You progress or go backwards. So, no, we very, very much focused on all the infrastructure that is acquired in this country. Not simply for natural gas, but also for all the products that come with it. As you know, we have now gone in the last few years from having rigs drilling 80 for gas and 20 for oil to exactly the opposite. Right. Were now drilling 80 for oil and 20 for gas. And you have the same rig count. 1800 rigs, i think, about 40,000 wells per year. Thats an enormous amount of drilling. And its showing in the results. The production of liquids is increasing just as fast as natural gas was increasing three years ago. But not all liquids are allowed to be exported. Thats correct. Not allowed to be exported, but serious bottlenecks in south texas, for instance, where weve saturated the ability of the local markets to consume. We have saturated the ability of the infrastructure to move it to east coast refineries. So were finding ourselves in a predicament now where the producers are looking at their outlets and theyre not finding them. So its i dont i cant tell you how many more months or years its going to take, but no too distant future were going to have some real issues about having the ability to find new markets, not simply for natural gas, but for everything else, too. But theres a clear take away, which is that those who worry we were going to have a spike in our natural gas, natural gas liquids because so many people going to do what youre doing, obviously seem very misinformed after both talking about the coming glut thats even worse and the fact that the permeating process, which youre detailing here is much more difficult than most companies realize. I think people are starting to find out because as always, when you have an opportunity, people start asking questions. Right. And slowly, people dig into the older, different issues and get to the bottom of it. Its not a secret anymore. The process is fairly fair. But long and cumbersome. But some people think your latest trains you want to do are way behind in the approval process. There are many others ahead of you and that could cause a screwup. Thats tremendous confusion. If you look at what the process is and this famous well, they are. Page after page about it. Its a queue for contingent license. It doesnt give you the right to export until you get your permit. Let me take an example. Lake charles has received its contingent license for the d. O. E. Going to be ready to break ground some time this year, maybe early next year. Late charge is not ready for another two years because theyve just started. All right. So the permit. All right. So going to receive its permit way before, although theyre behind in the famous queue. Thats because people have been saying. Weve all been saying. Its all happening too quickly and too good. But now i understand, you have the infrastructure, youre ready. Once you have your permit, they cant slow you down. There you go, and i know youve got them. Charif souki. Okay, the deck so to speak is really long. But before you buy the stock up here, i want you to look at the deck from the analyst meeting. Its all available. Takes time to read but you need to do your homework. Stay with cramer. Stay with cram. 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Stein meat products, a wholesale meat supplier in brooklyn, new york, that does 50 million of revenue annually. Good burger. Its the best. Due to high operating costs and razorthin margins, stein is hemorrhaging cash. Everybody you order from, wants their money in ten days. We dont have the money to pay them. I cant turn this business around. This business is two weeks away from closing. This 75yearold company will close for good. My name is marcus lemonis. I fix failing businesses. I make tough decisions. And, frank, you are no longer the general manager. And i back them up with my own cash. Its not always pretty. Perfect flavor. But this is business. [bleep] is gonna change. I do it save job