show with. regions financial. rf. that's the place to play the banks tomorrow. >> catch half-time report at noon and more "fast money" tomorrow at i'm jim cramer, and welcome to my world. >> you need to get in the game. >> he is nuts! they're nuts! they know nothing. >> hmm, you can't afford to miss it. >> call me 1-800-743-cnbc. stop trying to outthink this market. we keep taking our cue from forces that are losing the relevance, and it's confusing us. it's sending us in a different direction from the averages, which were, again, on fire today. dow flying 218 points. finishing well north of 13,000. its best close since december 3

1st of 2007. ♪ hallelujah >> s&p up 1.8%. the highest finish since june of 2008. the nasdaq soaring 1.88%. its highest benchmark since the year 2000. ♪ hall lou gentleman ♪ hallelujah >> i'm going to get you to focus on what rel matters. i'm going to do a little, let's just say, heresy. that's right. we're going to examine the mental bankruptcy of the intelligencea. that's right. mental bankruptcy. how they somehow take it over the discourse causing many of you to miss some tremendous stock opportunities. first, let me give you some back drop. i've been at this game for an awful long time now. oh, and it is a game. i don't say that. i just -- we sit and parse like

some sort of -- one of those bull sessions you had in college where you sit around and, like, you debate like, you know lennon. no. i got to tell you something. we got to stop this. we got to stop parsing. we've got to stop just acting as if there's some sort of academic exercise going here. there is a place where horse sense trumps intellectualizing. in fact, speaking of college, it's often a sunny corleone market. what did you go to college to get stupid? you're really stupid. see, right now the people will opine about all these political and governmental issues and they clearly went to college. they're proud of it. i'm thinking they went to college to get stupid. these intellectuals want to draw lynnal logical solutions about stock prices and draw conclusions from washington. take today's fed meeting. yes, i get that ben bernanke made some statements that could influence stock prices. oh, yeah. i'm sick and tired of hearing

about this qe2, qqe3, and the impact on stocks. i'm disgusted of people trying to pin the tail on the fed. i'm bored by the parlor game of oliver twist or operation twist or whatever you want to call it. i have no desire to hang on the fed's every word. you know why? it's not really what's moving the markets anymore. oh, get this. it's not making you any money. it's a parlor game. we've been conditioned by the horrors in the last few years to belief there's some sort of great man theory out there, a great man that controls the markets. we parse all the words that come out of all these fed chatterers. especially ben bernanke. it's tenuous at best. yes, when we're coming out of the great recession, it made a ton of sense to look at every statement from the fed. it was great. you had your english to fed dictionary, like la ruse or google. back then we were right to be cautious and relying on washington. these days washington has been left behind at the station. that's right. washington has been left behind

at the station. >> all aboard! >> there are millions of people and trillions of dollars on the sidelines waiting for ben to say, hey, guys, guess what, it's all clear. you can come out of the bomb market. you can go buy stocks. these same folks are waiting for the pundits to say maybe we don't need a qe3. maybe we do. side show people. side show. there's no bell coming from the fed. that's because close as it's going to come. it's got to come from you. ladies and gentlemen, this fed is overthinking washington jiberrish that's bringing brought to you by ivory types that are anxious to make themselves relevant to the market again. you know what they're like? they're like that north by northwest who says to cary grant on the road side next to that vast corn field, "that's funny, that plane is dusting crops where there ain't no crops." these pundits are finding linkages where there ain't no linkages. well, i didn't go to college to get stupid, and i know the smell of fertilizer when i smell it. the fed is not as much of a

factor anymore. we are not in the great recession anymore. in fact, we're not in any recession anymore. we're in an economic expansion, and have you to break out the expansion playbook. i'm old enough to actually remember the 1980s. i went to the doctor to fill out that thing that said 1955. there was a cutoff of 1965. i got it. i got it because it's in my head. we had genuine growth with low inflation and other periods, and we got it now. in an expansion we should no longer be hanging on every word out of the federal reserve. sorry. sorry. it's just -- it doesn't work. you want proof? look no further than the fact that jamie diman raised his dividend big-time today and announced a buy back after the fed spoke. this was a total declaration by the bank before the stress tests were -- before we saw the stress test results, and, believe me, by the way, they always call jp morgan the bank. i know. arrogance. so what. this declaration is telling you something very simple that a lot of people never seem to be missing. it says focus on me, i'm a company. don't focus on the fed.

consider what jm morgan did, and you think they can raise the dividend because natural forces for the market -- actual market forces are taking over, and ebanks are truly functioning. they're functioning like ebanks, lending money to profit and growing. not just like talking like the fed. that means there's going to be clambering for borrowed funds, and rates are going to go higher whether the fed likes it or not. the fed actually really -- they actually want them to go higher. or it wouldn't free jp morgan to give that buyback. they want them to be higher. they want the market to take over. they, too, want to have a back seat. they're probably sick of being talked about themselves. it's been so long since we had an honest to betsy growth in the economy and not the turb youo charged washington kind. one that's actually growing. we need to think about what's going when we go from low growth to midland growth other than geopolitically prices of oil. washington is -- remember in the 1980s and 1990s, it wasn't that important, and you didn't even have a correspondent down there. well, whatever. first, it means stocks go higher

as people pull their cash out of bonds and investment. it started today. it can actually make more money instead of just hiding. that's what happened today. second, the fed becomes a side show. we know where we need to focus on their every word. i have seen tons of money made during periods of growth where we didn't even bother to parse the fed's statements. that's where we are now. stress test showing very few failures tonight. ebanks roaring back like the old day when they used to be leaders. third, it means supply and demand are taking over. like supply, demand, like commodities. when you see them go up, symptom blaming the fed. that's more of that ethey'ral intellectualizing nonsense. that's more like when you went to college to get stupid, stupid. it's not speculation. commodities go higher now because we need them. hey, like we need them to build things. fourth, it means we have to pay more attention to sustainable earnings because in an economic expansion, we're not on life support anymore. it's now self-sustaining. i got it. because it's almost the summer. felt like summer today. i'm going to use a barbecue

analogy. the king spurs have caught fire. let the brickettes stay over. you can stay on the sidelines and worry about low volume. low volume. waiting for the leading intellectuals to clear the qe3, twists, or whatever they're talking about. it's over, and, you know, they can go be smart about something else. whatever people need to say to sound smart. or you can look at individual companies. decide what you think they can earn. buy their stocks because these companies are going to grow faster than the average company, and their stocks suffer less than the price to earnings multiple. here's the bottom line. i want you to stop waiting for this. [ bell ] >> stop waiting for the fed to tell what you to do. stop listening to pundits that act like they're the only thing that matters. project the earnings and dividends and figure out if you are doing better in cash or in individual securities. even though the media won't do it, have you to be more like jamie diment and declare your independence from the federal reserve. time to stop rending stocks and

time to find the good ones, sell the bad ones, and do some investing and do it before everyone else figures out the beating they are about to take in bonds. it comes to stocks at much higher levels. [ bell ] anyway, let's go to jude in my home state of new jersey. jude. >> caller: hi, james. thank you for all your help. i have a question for you. >> sure. >> caller: is beam a good buy, and -- >> i just went through the comps this morning and was waiting for my traders. it was 4:25 in the morning. i did not brush my teeth with a bottle of jack, and i think the beam's quarter was excellent. why don't we take a call from jay in the illini. jay. yo, yo, jay. >> caller: yeah, jim. how are you? >> not bad. thank you. how are you? >> caller: i'm wonderful. >> did you do your brackets yet? >> caller: pardon me. >> i was just trying to get some bracketology. i'm running out of time. what's up? >> caller: your retirement from the cme. >> yes.

saw that. >> caller: what do you think of the stock? >> i don't know, man. that one is too hard for me to call, and there's a lot of cross currents there. i would rather see you in a bank stock. that's what's working. bank stocks that pass the stress test. it's time to do some investing, gigz. we're done renting. there, i range it. "mad money" will be right back. coming up, fuel for thought. while oil is sky-high, nat gas is flirting with a ten-year low. could that fact give you an energy boost? cramer's earnings exclusive with clean energy fuels is next. and, later, drill, baby, drill. we're drilling in the sweet spot of america back and oil at over $100 a barrel, is anna darko poised to deliver slick profits? cramer's exclusive with the company's ceo is just ahead. plus, taken to the bank. the financials have already had a monster rally this year. is the run done, or is now the perfect time to make a deposit? cramer is going off the charts

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ever since the beginning of the year one of my favorite speculations has been the natural gas vehicles plays. i know many of you are sick to death of hearing me talk about how nat gas is the best place for fuel. it's a cleaner source that has the added benefit of being cheaper than oil. particularly diesel. crude making a permanent home of $100 a barrel, and the price of natural gas -- by the way, ten-year lows always bumping along. it's smart policy. switching natural gas makes economic sense. here on "mad money" i have one goal, and that's helping you to try to profit from the stock market, and lately nat gas plays

like clean energy fuels and have made people fortunes. the malgas fueling station company is putting on a network of stations all across america and making trucking quarters and giving you a 65% gain since we heard from its fabulous ceo just four months ago. up 6% since the last time we spoke with him less than three weeks ago, february 23rd. within the last 24 hours you've had some setbacks. last night clean energy fuels record a larger loss than anticipated, and the senate proposal for nat gas will help accelerate the revenues here, and did not get the 6 on votes required to pass. stock is down after hours, and it was down today in general. i think this is the perfect time to get a new reality check from andrew littlefare, co-founder and ceo of cleern energy fuels. welcome back to "mad money". >> thanks for having me back. >> the capital once again decided in its infinite ways that this is not an industry you want to help. isn't it time to just give up? why not just make this thing so the engine prices come down, you

build things out because there's no leadership there that's going to support this thing if they didn't support it today? >> you know, jim, yeah, sure. i'm a little disappointed because i thought really for the american people -- not so much for our company because we're way ahead, but for the american people this was a good chance. you know, at one point today in the vote that just happened a few minutes ago we had 54, so we had a clear majority of the u.s. senate, and i will say i'm kind of bipartisan, and when at the saw they didn't get the 60 votes, we had 51 votes. sure, we lost today. this was the policy -- the only energy policy that really had a chance to get us off of some imported oil. neither is chesapeake and you saw the announcement of gm and ge. unfortunately, we are counting on some leadership from washington. we didn't get it today. it is impressive that the president has been out talking about natural gas for transportation, and, you know,

yesterday and today there was debate on the floor of the u.s. senate, and we did get 51 votes, so i think people recognize that this is going to be the future. now, just, unfortunately, this group is not out ahead. >> how many of these people were against it because it's fossil fuel? how many were against it because of budgetary concerns? how many are against it because they're idiots? >> well -- >> sorry. i mean, at this point, come on. >> i'll let you guess on the latter. i think some were not for it because of the budgetary situation of the country. sfoo right. >> and didn't realize, jim, that there was a pay associated with this. this wasn't going to cost the taxpayer a nickel, and last night and today we were working it a little bit pretty hard, and a lot of them didn't understand that. that's unfortunate. i don't really think in terms of policy anybody in that dome is against natural gas for transportation. they understand it's cheaper and it's ours and it's domestic. i think it's unfortunate that

somehow a bill to help move america's heavy duty trucks and fleet vehicles over to natural gas was ruled not to be germane on a highway bill, which is kind of odd. we needed 60 votes, and we didn't get those. >> i keep hearing that there's really nothing the president can do to lower the price of oil over the near term. andrew, if we had 1,000 natural gas stations and we were to switch from diesel to natural gas, which as you said, could happen very quickly and n the way we switch from oil to diehls, in 2015 our gas prices would be lower, wouldn't they? >> they would because for the first time you put pressure on reducing the imported oil that we're using, you know, as you know, 70% of it every day. we don't have to do that. sure, if we can show the world and opec that we're going to take care of our own business, it's going to put downward pressure on oil. absolutely. >> this has happened before. brazil switched to sugar-based ethanol and became energy independent. no one thought they could. they just decided bite the bullet and do it.

who is keeping us from having the political will to make it so that we can take our fuel and be energy independent? >> you know, jim, really -- i know i'm sitting here with the capitol behind me. i don't think we have to wait for washington. you know, we had growth this last year of 38%. we'll see an even better 2012. you've got now major corporations, coca-cola and owens corning and ups and fedex, they're all moving this way. >> i didn't hear u.s. postal service or u.s. military. >> well, the military has come out with an alternative fuel program and, you know, working with the military is not that easy, jim. they have kind of a byzantine way they do things. the postal service leases out and they ought to be required to do it because they would save money. >> right. >> the private sector is moving this way, as we've talked about br. waste management is leading by example in the republic. 90% of the new vehicles the

waste is buying is not natural gas. let's not get hung up and wait for washington. we're building it out. it's happening. gm and chrysler and ford are all moving this way, so this is going to happen. >> isn't the principle objection right now that there just simply aren't enough nat gas filling stations and exxon is not going with it. i don't know if shell -- you're really the only game in town, and you don't have the capital to put up 1,000 goings in the next 48 hours. >> that's right. we don't. we do have the capital. about $300 million on hand right now, and we're going to spend it. we're building 150 stations as we speak. you know, it's interesting that about 30% of all the diesel fuel for the trucks in america is fuelled every day right now at private flying j. they happen tore our partner, and that's where we're building these at 450 locations. jim, you don't need thousands. this is not a passenger vehicle play. this is a targeted fleet vehicle play, and so i was with jimmy

haslem, the founder and ceo of pilot. he said you do 150 stations and get it going here over the next year, and you're going to make a big dent, and that's what we're doing. we'll do more, jim. i ask just see the handwriting on the wall of these big major companies that are moving this way, and we're going to have to do more, and we'll get the capital to do it. >> one last question. i know if you had a subsidy, people would just be retiring those bad trucks by days -- just by the hour. now can we reduce the price of these trucks enough that it's just an instant payback? >> yeah. let me give you this one, and i can't give you the name, but so one of the largest trucking fleets many america has just made a deal with our friends at navastar, and it hasn't been announced yet, and the incremental cost is in the low $20,000 range, so now, this fleet uses 20,000 gallons, so you'll get about a six-month, seven-month payback on that, and that's a no brainer, jim. >> that's enough to do it. >> that will do it, and we've come a long way from 65,000 now

to 25,000. we're done at that point. >> you're absolutely right. you've come a long way. disappointing day, but, you know, your company is going to do fine without it, and andrew, president and ceo of clean energy fuel, clne, good to see you, sir. >> look, the stock is going to trade down because it's kind of inconceivable that this failed. but it failed. i think that this is a company that you buy because the country is smarter than its leaders. that's what's going to happen. business people are smarter than the politicians. clne gets hit and it goes back up. stay with cramer. >> coming up, drill, baby, drill? with drilling in the sweet spot of america back and oil at over $100 a barrel, is anadarko poised to deliver slick profits? cramer's exclusive with the company's ceo is just ahead. later, take it to the bank? the financials have already had a monster rally this year, but is the run done, or is now the perfect time to make a deposit?

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i'm always telling you to do the homework, spend a good amount of time researching the stocks you might want to own because when you know more than the other guys, you can make

more money than they do. now, there's a school of thought that says the market is totally efficient. every piece of news is always perfectly priced in the moment it comes out, so there's no way you can make more, do more. i say it's bogus. the fact is that at least in the short-term, special especially on i day to day basis the market can be shallow, mistaken, easily misled, and those moments are where the homework pays off. consider what happened today and anadarko petroleum, apc. maybe the highest quality oil and gas exploration production company. it's also one of the best carriers on earth. they had incredible success drilling where no man has drilled before. anadarko has become an oil and gas play. there's a host of fabulous assets from all over the world, from the various domestic shale plays, and some of the big deep water finds in the gulf of mexico, numerous excellent international discoveries. alger algeria, brazil, ivory coast, sierra leone, mozambique, new zealand, liberia. today they had their annual investor meeting, and it got slammed falling $1.12 on a day

where almost every stock i thought was up. the reason? the stock market didn't like its production guidance. on the surface it seemed lower than the target of 7% to 9%. dig deeper, and you realize that the disappointing headline number didn't account for the asset sales, and it calls for dry natural gas. that's exactly what you want to see given the insanely low price of natural gas, and that's why anna dark yes yo has 0% of its expenditure budget to oil and liquids. anadarko was punished for doing the right thing. when you consider they deliver a spectacular beat and throw in the fact that the company has some major catalysts on the way later this year, two of its mega projects come on-line, i think today's pullback auto represent a real bargain. let's take a look with jim hackett, the chairman and ceo of anadarko. mr. hackett, welcome back to "mad money". good to see you, sir. >> good to see you, jim. thank you for having me on. >> i have to tell you, i think a lot of people who follow your

stock and who worked on the stock missed the point. i have never seen anadarko more promising than some gigantic prospects, and he i think maybe people are too focused on natural gas right now? >> i think they're too focused on growth and remembering this is just a small group of our shareholders that rotated out. the people who will get the story are going to stay in this, and this stock will continue to go forward, you know, and so we're very confident. this was -- as you suggested, it's a very, we think, prudent move relative to one of the commodities in our particular production platform has gone temporarily, and so we're taking the right decision, i think, to just shave a little bit off the growth. still very strong organize mick growth, but shave a little back to get better returns on dry grass going into liquid oriented drilling. it's all the things you would want a management team to do, but there are some -- there's a narrow group of investors that

maybe just wanted a little extra piece of growth. we're very pleased with how the investor conference went, and i think more importantly, the company's future is really in great shape. >> i need you to put into context some rather incredible figures. we all get excited about eagle and you are one gulf of mexico well. how much does that produce relative to, say, a lot of the companies we talk about with big holdings? >> as you know, the one independence hub production platform we had produced almost 2% of the natural gas in north america when it was at its very peak, so these are very, very significant big-time assets, and the stuff we're doing in mozambique is very similar. you're going to have, you know, a facility that will produce almost 1.5 bcf a day of gas, and that's what you'll get out of the some of the major shale plays for all industry participants. so it's -- the size of these things is just absolutely enormous off shore. we have the balance of both, and having the diversity of supply

on shore and off shore is really a good thing. >> do you think there's any prospect whatsoever that we're going to see surface vehicles using our natural gas given the fact that it's now that diesel is 47 times more expensive tharn our own natural gas when it comes to truck fuel? >> oh, my gosh, jim. if we don't do that, we have a failure of leadership, and i'm talking about in private and public sectors because this is a way to actually get us less dependent on foreign imported oil. converting the heavy duty fleet vehicle sector to this commodity is absolutely the answer, and i think it can happen without federal stimulus. i think it can happen by the federal government saying this is the right thing to do. it will keep us from sending more troops overseas than we would otherwise have to send. it will keep our people safe at home. it provides domestic jobs. this is the -- this is the answer. more use of natural gas and transportation sector. >> i want to talk about

anadarko. you had worries about algeria. you have a lot of sense that maybe the balance sheet was stressed. put it in context. what has happened in the last 12 months? this anadarko versus the one that was on the ropes in the 1930s and 1920s. >> well, properly so in the sense that people were very nervous about what would happen in the gulf of mexico. that tragic accident has led to a much safer industry at the end of the day. we have gotten that behind us in terms of the settlement we did with bp, so in terms of that uncertainty around our company, we hit record highs subsequent to that event, and just a couple of weeks ago so people recognize that the underlying portfolio is still having tremendous value. we've now got that overhang from a condo behind us. we've now got the windfall profits tax uncertainties. we've now collected or will be collecting, assuming approval here in four months. $4.4 billion of contract reformation, if you will, so these are things that have added

tremendous certainty to the forward look of the company as well as real cash resources. >> developed 25 high deep intact exploration. >> we are the most type of driller in deep water, just like we were in 2011. the good thing is that the cash flows from the company can actually support all that. we have a commitment to stay around our cash flows. we don't like to decrament the balance sheet from annual spending. if you look at the forward price inoccurs, we are going to be spending underneath our cash flows and still be able to drill that actively in the deep water as well as exploit all our mega projects and do all the on shore drilling that we have planned. >> i want to talk about you because you've been an inspiration to me and explaining to me the industry and anadarko has been a company that we have -- our viewers have made a fortune in. where are you -- you are retiring. i don't know where you -- i know you will always be a teacher. i know you have been a great teacher to all of us, but do you

think you like the way you're leaving the company, because i know there was a reputational issue. i think it's put -- been put in its place. i know there are some people feel that you're not having growth. i feel you have a great growth path. is this the time for you to step away from anadarko? >> it's so seldom does this happen well in corporate america, and i have had the great pleasure of serving on boards where it has happened well, and serving on boards where it has not happened well. when you have a ceo who is ready, which al walker is, when the company is in good shape, this company is in great shape, when the board is ready, and when the current sitting ceo is ready and doesn't get cold feet when you get to the final stage. we have all those in place here, and so i'm very happy. al is a very capable guy. he has sat at the table with me for the last six years along with our other executives and our team of employees, and created this strategy, created this culture, this commitment to values, this commitment to safety, to prudent practices. he is smarter than i am. he has skillsets that i don't have. i think we're going to be in

great shape going forward. >> will we hear from you again on "mad money"? >> oh, yes, sir. i don't think i'll be doing, you know, golfing, but i do think it's important that, you know, i do what my wife thinks is important at this point in time. >> well, jim hackett, you have been a gem. you are terrific. i know in the darkest hours, you tell don't abandon us, and, boy, what a comeback, and i think that the best years are ahead of anadarko. thank you for coming on the show. >> thank you, jim. appreciate it. >> that's jim hackett, the chairman and ceo of anadarko, who i'm sad to see leave, but he left this company in such great shape. what an opportunity you're getting just that the stock wasn't up huge today because it should have been. this is one fabulous exec and one fantastic company. stay with cramer. >> coming up, ride the lightning. take a monday stop thrill ride as cramer goes stock after stock. all your calls taken rapid fire on the lightning round. and, later, the financials have

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it is time -- it is time for the lightning round. cramer as "mad money". rapid fire calls. buy, buy, buy. sell, sell, sell. play until this sound, and then the lightning round is over. are you ready ske-daddy? i'm going to start with david in california. david. >> caller: a central coast california boo-yah to you. >> hope you don't go bankrupt. >> caller: with the financial situation in europe, is it safe to continue to hold and enjoy the 12.9% dividend? >> no, it is not safe. it is not safe. >> sell, sell, sell. >> no, no, no, not safe. it's like marathon man. not safe at all. let's go to april in illinois. it must be beautiful in illinois in april. april. >> caller: oh, hi, jim cramer. how are you sfr. >> not bad, april. how about you? >> caller: great.

my question is the patel has ranked to go -- how to expect the stock to perform m next three to five years paired to netflix, apple tvr, and hulu? >> i like apple best and intel second. netflix i don't like that much right now. here's what i have to tell you about intel. great balance sheet, good yield. lots of different ways to try to make money, but don't count on the intel tv. let's go to bob in new york. bob. >> caller: jim. plain old american taa record earnings, great management, raising the dividend. >> i think you are dead right. distribution can go higher. watch out. a lot of people are worried right now about anything having to do with natural gas. this is the mostly a crude oil carry wrer. let's go to tony in the illini. tony. >> caller: my thing is monster beverage, mnst. >> i think monster is one of the great secular growth stories, not that i want my kids to drink it. i did have some last night. i had the green kind.

delish. let's go to terry in florida. terry. >> caller: hey, jim. this is terry out of miami, florida. first time caller. >> i like that crowd that i hang with. it's really mine. what's up? >> caller: nrgy, inergy. >> it's propane. particularly after this mild winter. everybody has fooch propane. i say xna propane. let's go to richard in new york. richard. >> caller: yes. hello, mr. cramer. >> yep. >> caller: boo-yah, mr. cramer. i'm wondering about diamond fool, dmmd. >> here's what i say. i think we're going to find out eventually because they've hired alex partners, which is the best forensic accountant in the country, and when they issue the report as they give diamond foods a clean bill of health, then we will go bullish on them, but until i see support, we say don't buy, don't buy, don't buy. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> the lightning round is sponsored by td ameritrade. [ male announcer ] what if you had thermal night-vision goggles,

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>> it's not just because the mark has prooun itself as a rarely unstoppable bull market, but after today's fabulous rally, it's pretty undeniable. there's something better than that. it's the fact that this is a stock picker's market. a market where what's happening in individual companies actually matters in the performance of their stocks. the days where stocks acted like commodities, particularly bad commodity with entire hecht e sectors trading in lock step is over. now, they're leaders. the whole group went nuts today because we got the stress test results of the bank, and the vast majority aren't stressed at all. in fact, their banking sector is the healthiest in years. given that we know that after the fed released the statement announced its own declaration of i wanted penicillin from it is $15 billion buyback. what's next? remember, this cohort no longer trades together. now there are fabulous bank stocks and there are bad ones. along with everything in between.

in light of the big jp morgan news and the stress test, what's next for this new leadership group? that's why tonight we're going off the charts with the help of tim collins, terrific technician, and show you the good, the bad, and the ugly of the financial sector. i want to you call it spaghetti western analysis. we need to figure out who is going to walk with a bag full of gold. who winds up on the end of the noose, the bank equivalent of eli wallock and which bank stocks will end up taking a bullet at the great and much missed as apriling 'em eyes. in fact, we're going to do one better because we have the great, the good, the bad, and the ugly. that's how much differentiating there is now in the banks. what's a great bank stock look like? i want you to take a look. this is beautiful. man, i want to see -- this is like a fistful of dollars is and a few dollars more. cfr. a texas-based regional bank you probably mefr heard of, but

collins knows. he lives in austin, and they have that festival. looks like fun. for most of that time frame they're stuck in the narrow range. 55, 57. then at the end of last week the stock finally broke out, and now they think the next stop is in the mid 60s. wow. plus, there's plenty of scenes of strength here. take a look at the accumulation distribution line. the cum diet towards the bottom of the chart. this is a volume based indicator. this is designed to measure how much money is flowing into or out of the stock. the distribution line has been holding up at high levels. this break-out is for real, and there's going to be fuel to power higher. new indicator. the percentage price oscillator, the ppo, very bottom of the chart. i like to introduce new tools to you every tuesday, and this one is a momentum indicator that compares to the stock's nine-day moving average with it's 26-day moving average. in other words, it's shorter term trajectory with its slighter longer term.

colin seems something very good happening at the ppo. it's known as a bullish crossover where the black line is rising above the red one. the last time this happened was in early december and, boy, did it ever proceed to the huge run-up. see, that's one more reason why collins thinks cullen frostz can go to the mid 60s as long as it holds above 67. what a survivor bank this is. if a regional like cullen frost is great. it's a good national bank stock. to collins, the good would be the international, national bank stock of jp morgan. this is something i got to totally agree with whole heartedly after that dividend boost buyback announcement. this we got after the fed talk. check out this chart. jp morgan along with my charitable trust, had been working higher off of a w formation. we like w formations. that would be generally bullish, but then today's news gave it a shot in the arm causing a stock to break through not one, but two ceilings of resistance. including this key long-term

ceiling of resistance that's been in place for ages. wow. i can't believe it did that. call owens corning, man. a big hole in the roof. plus, when you look at the ppo, the minimum indicator we just examined at cullen frost, you see it again, right? same bullish crossover pattern. the crossover pattern that is so positive about with cullen frost. colins does think the stock may be somewhat overextended. the news did send the stock up 7%. you know what, i feel it's like a wholesale jail break to the upside. i just only wish it would go down so my charitable trust could be bigger in the flame. all right. which banks have bad charts? the europeans, of course. take a gabbeder at this chart of the ishares. the financial sector, etm symbol. they even go too long. this holds a whole bunch of european stocks, bank stocks. the eufn is at 18 smackers, and colins thinks it will face stiff resistance. a few cents above now. a lot of people bought it at these levels in the past, and ear dying for it to come back so

they can sell. take a little loss here, huh? eufn has a florida of $17.50. collins believes it's a weak floor, and if it breaks the next floor, 17, and then look out below. maybe 15. now for the truly ugly -- i mean, you know, this is one might want to hide your kid'size if they're watching with you. this is the -- look at this. this is of the royal bank of scotland. i mean, this makes me so i don't even want to drink scotch. this stock is up 20% for the year. sounds fantastic. they could be set to give back all of its gains after running straight up. rbs has spent the last six weeks forming a rounded top. we hate those. except for this one. anyway, then just yesterday this pattern fell through the floor support, which suggests more pain ahead. far be it below the support level, and collins sees it at a 20% decline. get out now. the ppo here, definition of

hideous. bottom line, are banks no longer trading like they're hostage to the weakness in europe or trading altogether. according to tim collins, cullen frost is great. something that jooifz with my understanding of the fundamentals. the regional banks are in great shape there. jp morgan looks good, and the swath of the banks represent bid eufn is bad, and it's down right ugly. what a chance for the u.s. banking strength to unload the european mediocrities right into the unsuspecting european arm. stay with cramer. it's kind of hard to make decisions by yourself

all of a sudden, when you have been making them with somebody else for 35 years. i guess there is something in me that has always been strong. i've always gotten through some pretty rough stuff without falling to pieces. ♪ ♪

oh, hi. noise makes you lose money. noise can be a killer. noise can really get you down. noise cancellation headphones, that's how i look at today's powerful action. i need them. let me give you some noise that drowns out some terrific ideas. first there's the apple muse. it's fantastic. no doubt about it. taking the stock up 16 points to $568. we got lines to ipads and people paying for them worldwide. that would normally number a pre-2012 world mean have you to sell the microsoft intel personal computer axis. it's not working. both stocks keep going higher. those who are saying that microsoft windows 8 is a loser, i think they haven't used it. i love the darn thing. that's uninformed noise. you got to get the cancellation headphon headphones.

or how about retail sales? oil is supposed to be killing retail sales. it's not one bit. not if there's aggregate national numbers where he saw today. then there's the presidential china bashing. holy cow. did you get that stuff? ♪ [ gong ] >> okay. oh, sorry about that. what could be worse for the joy global. especially given something the disappoint willing trade deficit figures. well, but those giant machinery exporters are the strongest stocks out there today, save the

bomb. one that ranks up there with heaven's gate, the "mars needs moms." another disney fee arrivingo. how has the stock done. it's up almost 3 points. you would think it made $250 million on jack carter this weekend from that reaction. in every one of these cases there are root causes for the rallies. despite the greatness of apple, you have consistently made money playing in the microsoft product cycles. this one is no different. cummins, cat, joy, orders have been fabulous. stop trying to do the anecdotal thing and say they're bad? the construction built out of china is not being cut back. it's accelerating. they need our machinery for heavens sake. yes, i have been more worried about retail sales based on gasoline, but it's being counter acted by more joe growth. they trump oil. goldman sachs may not have all that much business, but goldman sachs is trading at book value. the fed is keeping rates low.

it's a recipe for goldman sachs to pay you nothing but o your account, but we're going to see massive corporate finance with these low rates and the stress tests, this aren't an issue. finally, as much as any bomb hurts, disney trades often of espn, abc third, and movies fourth. the idea that a manufacture can damage disney, dumb. you got to filter out the noise. you got to figure out the earnings. got to ignore the headlines. got to think about the profits. in the end earnings matter. when the earnings dreams of all these companies are too strong to derail on the basis of random negative observations that in 2012 just don't bear up to scrutiny. in other words, things are better than we think. that allows markets to accentuate the positives and send stocks higher even though they would be down, and down hard just three short months ago. i say stick with cramer. %>%>

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two of the most important are energy security and economic growth. north america actually has one of the largest oil reserves in the world. a large part of that is oil sands. this resource has the ability to create hundreds of thousands of jobs. at our kearl project in canada, we'll be able to produce these oil sands with the same emissions as many other oils and that's a huge breakthrough. that's good for our country's energy security and our economy. coming up in just a moment on the kudlow report, breaking news. consumer solid retail sales drives stocks sky-high. it's a melt-up. plus, can mitt romney break new ground in tonight's southern primaries? and obama is rife to take china to the wood shed. the kudlow report seconds away.