And permables. Im talking about wall street analysts, the research community. In this group of highly paid professionals is now a changed breed. They developed a level of skepticism that i cannot recall witnessing before. You know whats amazing about this newfound aggression of analysts who wanted to downgrade stock at the speed of light . Its been happening at precisely the wrong time. The time when it lasts, there is a bona fide reason. Corporates are rolling. Rising profits are the mothers milk of higher stock prices. If you generate better than expected profits, meaning reporting numbers in excess of what this analysts community is looking for your stock can go higher and that was the case for most of last year as analysts were forced kicking and screaming to raise their estimates, propelling stocks higher and higher right in their faces. I think 2014 will be the year where companies will begin to beat not just the earnings estimates but the revenues, the sales estimates. That could cause stocks to go higher. Again, these stocks will be bullish and i got to tell you, what will happen is the analysts, theyre going to end up not being in the rodeo at all. The bumps alls are going to tak over. Citigroups downgrade of United Technology and honey well to great Americans Companies that have been outstanding performers for many years, why did city downgrade . I like united technologist and honey well largely because of its excellentsy of the chief executive. Why the downgrade . With the fed promising to keep short term rates close to zero for the time being and the u. S. Economy gaining momentum, the more cyclical names in our sector continue to enjoy a stronger, longer run than would be expected in a normal steady growth stage of the cycle. Okay, why sell . What hes saying is theyve been winners for longer than they expected. You tex and honey well are broadly loved stocks with balanced earnings outlooks and both should go higher but its not sufficient enough to have a buy rating at this time. Thats it . They may not go up in time . Is there a real reason here . Are the companies starting to do worse . Isnt that why you should sell something . I dont think so both these could go on for another six years. Honey well and technologies have been winners. Who is to say theyre done winning . Theyve built an infrastructure particularly in commercial construction and i wouldnt be surprised if they had meaningful Earnings Growth and even bigger dividends Going Forward. Theyre loved. Theyre loved deservedly. Not wonder they didnt get hammered. U tex is up 34 cents. Let me put this in perspective for you. Analysts used to be reluctant to slap sells on a stock. Not everything can be worth buying or holding the critics said. I guess the analysts have taken that to heart. So Many Companies have learned how to make money for you and exceed their long term goals, the analysts have become sell zealo zealots. Wendys was initiated with a sell. Come on, man this company has made major strides in being the third way of fast food. W wendys is not too expensive but its not too cheap like mcdonalds. Its just right with a fresh and juicy concept that doesnt cost an arm and leg. Im not making judgment against the others. Im simply saying that wendys is in the midst of a multiyear turn around as stores all over the country get a great looking makeover with televisions, fireplaces and nice decor. Who would get off this horse now . The sell call leaves me as cold as the burgers and biggie fries leave me hot. No wonder the stock only fell 6 cents. Whats the deal with the banks . Finally the businesses are growing, bad loans are going down. Theyre starting to lend more aggressively. Their net interest margins, how much they make by lending out the money from your deposits is bergenning. What are they doing now . Downgrading. I think these calls, im calling them absurd. Key is much better than most of them and is far superior to the key that traded four years ago. The u. S. Bank corps downgrade makes no sense either. Its above average loan growth and trades below its historical average. I think it will be able to buy a ton of stock back and raise the dividend, perhaps substantially. These downgrades, theyre nuts. The stock finished up 9 cents and 16 cents respectively. Twitter, the firm notes that the banks that underwrote twitter were lower than the banks that werent involved. These days everyone has been so burned that the guys who could be seeking more business from tweeter arent bothering and theyre willing to risk sell recommendations in what could turn out to be a big name. What a change from the old days. Admittedly its a good change from a moral perspective but it didnt happen because investment banks got ethical. Its because the analysts have been frightened into a permanently more negative mindset, one that we do not share in cramerica. Heres the bottom line. When we need a little discipline to stay in stocks that have run, not sell but stay in, these analysts are falling all over each other to downgrade and get you out as if thing are about to go real wrong. It makes no sense in this bonefied bull market. Take them with the same grain of salt that you used to take the cheerleader crowd. Theyre way too negative for this guy. May i speak to carol in texas. Caller hi, jim. Happy new year from texas. We like the job situation there. Caller its pretty nice. Folks around here are interested in a local energy stock, xco. 30 days ago they had a leadership change and now theyve done a rights offering. Im interested in your thoughts about the changes at xco and see what you think about how theyll be impacted Going Forward . I know that the executives bought some on that deal. We have had mixed success with the smaller guys, whether it be sandrich or hallcon. There are so many Big Oil Companies rights now like eog, pioneer, noble. I dont want to buy speculative because the highest quality stocks are going down. Speculative is too hard for me. May i go to hunter in florida. Caller hey, jim, how are you . All right, how are you . Caller im doing pretty well. Im really astounded by the new stock epicon. Its relatively new. What do you feel about a long Term Investment . They came up with news yesterday that showed better than expected results but gave a milestone payment of 25 million from celgene, maturity of 20 . Heres what you do. Sell, sell, sell, sell. With the exception of farm cyclics and farm asset its been the right thing to do almost every time. I would take profits. We are in a bonefied bull market here and i think some are forgetting or theyre taking with a grain of salt. I dont want you to be as negative as the people who work on wall street. Stay with cramer. Announcer coming up, ships in . A new industrial economy is arising from the push to export our abundant natural gas. Energy stock has more than doubled but can the stock soar higher or could washington pull the plug. Plus mobile master. Your smart phone has become the center of a land grab for tech dominance. Today one major player may have pulled away from the pack. Cramer thinks this company would be the win to mobile. Find out who is taking your phone by storm ahead all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, hashtag mat tweets or email at mad money at cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to mad money. Cnbc. Com. Im beth. And im michelle. And we own the paper cottage. Its a stationery and gifts store. Anything we purchase for the paper cottage goes on our ink card. So you can manage your business expenses and access them online instantly with the Game Changing app from ink. We didnt get into business to spend time managing receipts, thats why we have ink. We like being in business because we like being creative, we like interacting with people. So you have time to focus on the things you love. Ink from chase. So you can. Open to innovation. Open to ambition. Open to bold ideas. Thats why new york has a new plan dozens of tax free zones all across the state. Move here, expand here, or start a new business here and pay no taxes for ten years. Were new york. If theres something that creates more jobs, and grows more businesses. Were open to it. Start a taxfree business at startupny. Com. Of the dusty basement at 1406 35th street the old dining table at 25th and hoffman. And the little room above the strip mall off roble avenue. This magic moment it is the story of where every great idea begins. And of those who believed they had the power to do more. Dell is honored to be part of some of the worlds great stories. That began much the same way ours did. In a little dorm room 2713. This magic moment that i keep coming back to over and over again on the show. I do that for a reason. Because when you find a major theme that could be a huge money maker, you want to stick with it. Thats how you make the biggest gains, not trading in and out. Thats why i come back to the domestic oil and gas renaissance. Were sitting on oceans of oil and more particularly natural gas in this country. One important part of this theme is that we literally have more nat gas than we know what to do with. Overseas gas prices are much higher. You have to convert it to a liquefied compact form. Thats why im a big backer of lng. Cheniere has two export projects and will be completed from 2015 to 2017 and an earlier stage project in core pus christie texas. Youve got Cheniere Energy partner with a six percent field. Then cqh came public. Cheniere energy is valued at 60 in the last 7 months since we spoke to the ceo. I wouldnt be surprised if it has more room to run. Is the visionary chairman of cheniere company and lets find out where his company is headed. You offered us a new security. Why would anyone want a new security when we have these other two . Well, as you know, we are engaged in very large projects that require a lot of funds. There are different pockets of funds. There is no problem of liquidity but different people need different things. So we already had a Holding Company at ng where we incubate the projects and it gives you a yield and much more safe type of profile with more limited type of upside. But its designed mostly for retail customers. Real customers, right. Therefore, it limits the ability of the big funds to acquire the yield security. So weve created a situation to provide for these institutional holders and it will have a similar hold. Lets talk about the company because youve been up to a lot of good stuff. The new facility, youre going through approval. What does concern me is some of the analysts are skeptical that you will have as many big customers as you have had for your previous operation. Theyre all good, big, small. Is it possible that the recent one seems smaller than most of the ones youve done . Are you finally starting to run out of customers who want our exported nat gas . No. There is a limitless amount of customers as long as Natural Gas Prices are so disconnected from the alternative which is old prices on a global basis. Lets talk about that disconnect. When i spoke to you before you talked about the ideas that we have such a surf that we flare it. When you go to the atmosphere in space you used to be able to see the lights of major cities but things are burning brighter than our cities. We have two new cities. One in north dakota and one in south texas. I drove around trying to find them and i couldnt find them. Thats the more nat gas than we know what to do with which is why you dont expect the Natural Gas Prices to shoot up at the conclusion of when you start exporting . Today youre producing gas as a buy product of 50 percent, 60 percent of natural gas consumed in this country is a byproduct. The key issue is do you have enough profit in the old prices to continue to produce the oil . If you do that then you got to find something to do with the gas. A lot of people having telling me that its logical that we will use natural gas in this country for surface vehicles and it will be much more engined in our society but it hasnt happened. We have some trucking companies, a couple of waste disposal. Are you surprised that given the huge surplus that it hasnt been adopted more readily and other countries are ahead of us . I think the answer is in detroit. When the Car Companies are focusing on building a natural gas vehicle, you know theyre onto something. They made their bed on electric vehicles. Thats the wave of the future. Can the president change that . Youve met with the department of energy. Do they understand the domestic security concept and the cleaner skies concept . Our success in this country has been to let the market do what the market will do. It would be a terrible mistake to try to force consequences. But there are Chemical Companies who are still upset with you in the idea that you will upset the pricing scheme making it so that natural gas can go to 56 once youre finished. Only ten percent of the space in this country is energy intensive. 90 percent of the industrial state doesnt care. Thats important because theyre noisy. Financing not a problem. Obviously you were true to your word. You said im not going to do a secondary offer for lmg. That allowed the stock to go up. The demand is great. The analysts still like what you do. Is this the beginning or is this second project really it and then were done in the cheniere . I have not seen a company that has presented more opportunities. So you are not done . Im not done. The other guys are still in the drawing board stage and with the exception of dominion nobody has Broken Ground like you have. Nobody has including dominion. You have multiple years before anybody else . We have at least two and then the jury is still out. Well see what happens when they start construction. Lets say i go down there in 18 months weve spent 5 billion and we have had 5,000 people. When i say hes adding new trains and people look at me like is he norfolk southern. These are terms. Explain this to us. You convert natural gas to liquid. The heart of the system is an aircraft engine manufactured by general electric. Then you build around it modularly different components to work through the cooling process and it ends up looking like a train. So its a kind of a descriptive thats been thrown out there. Yes. What do you think about the future for our country in energy . Youre the guy who called it. People say no one called it. Ive written three articles, no one called it. You stood right here and you called it. Whats the future . Its just astonishing. Were going to be the largest hydro carbon producer and a significant exporter in a very short time. Look at the count, it hasnt changed except for one thing. There are more rigs every year so the productivity increases. If you look at the statistics from last year, a year ago we had 26 vertical rigs. Now were down to 22 but with the same number of rigs so were Getting Better at producing oil. We added 1 Million Barrels a day last year. We will probably add another million to million and a half this year. Its the greatest story never told and you were on it the whole way. This is the chairman, president and ceo of Cheniere Energy. Look at that chart. If you think this is pie in the sky, look at how much money this man has made you. Stay with cramer. Announcer coming up, it took the smart phone by storm but the stocks big move today could be just the beginning. Find out which app cramer has a positive review on just ahead. Plus wall street warning. The new year is off and running, but cramer has already spotted a potential pit fall that could ensnare your earnings. Make sure youre not falling victim to this trip wire in the ticker. All coming up on mad money. [ male announcer ] when you wear dentures you may not know that your mouth is under attack, from food particles and bacteria. Try fixodent. It helps create a food seal defense for a clean mouth and kills bacteria for fresh breath. Fixodent, and forget it. Where does the United States get most of its energy . Is it africa . The middle east . Canada . Or the u. S. . The answer is. The u. S. Most of Americas Energy comes from right here at home. Take the energy quiz. Energy lives here. Aflac got em. Yeah, hes clean, boss. Now listen to me, duck. I have an associate that met with, uh, an unfortunate accident. While hes been incapacitated, somebodys been paying him cash. Now, is this your doing . Aflac . Now, if i met with some such accident, would aflac pay me . Nice. This is your stop. [ male announcer ] find out what aflac can do for you and your family. Aflac . [ male announcer ]. At aflac. Com. Yelps the thing. Viewers of mad money know i have a keen interest in yelp, which soared to an alltime high today. Its all about the holy trinity of the tech, the social and the cloud which is going to be a booming investable theme for many years. The other stock ive been recommending, id like to measure yelps progress because its the first publicly traded website thats better than a computer. For the vast majority including facebook, lets just say its been pretty darn painful. Just yesterday Marissa Mayer said the future is of mobile. For yelp the future is now. A great line from lincoln stefan, ive seen the future and it works. Of course he was saying that about the soviet union. Anyway, yelp has a remarkable Business Model of content married with sales people who try to get the managers of stores, restaurants to advertise the sites. You can find them easily. Of course. Its a virtuous cycle. If you get good reviews you can do business. A not so hot one, its not so good for your business. If your business is good yelp can drive a ton of foot traffic. That is a mobile app and thats the holy grail. How high can yelp go . Think back to what at one time was the most lucrative business around. The yellow pages. Remember them, the yellow pages . At one point you just had to be in the yellow pages if you were going to grow your business. You had to advertise. Yelp is the online yellow pages for this year and it, too, has the license to print money. Unlike the phone companies where growth was tampered by heavy regulation, there is no regulation with yelp. I can tell you that the company as we heard from its ceo at the dream force conference is expanding nationally and international and the stock could be hot. Thats why when jpmorgan revealed proprietary studies it showed yelp doing better than people thought.