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of treated men had their t levels restored to normal. talk to your doctor about all your symptoms. get the blood tests. change your number. turn it up. androgel 1.62%. earlier in the show, we asked you to weigh in on our street fight and decide who won. you said tim seymour, the freeport bear has taken this one home. so, good for you, tim. >> nice. >> thank you. >> time for the final trade. around the horn. petey? >> first of all, i should have won that. second of all, delta. dal. >> sour grapes. tim? >> second of all, you hear that baby crying? yes, i do. get long harmony here. we are long. going higher. >> karen? >> i like aig. we're long. >> guy? >> linkedin ahead of a barclays conference, i believe on wednesday. so, lnkd still goes higher. >> all right. thank you for watching. don't go anywhere. anywhere, "m

jim cramer starts right now. jim cramer and welcome to my world. you need to get in the game. >> going out of business and he's nuts, they're nuts! they know nothing! i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, i'm just trying to make you a little money. my job is not just to entertain you but to educate and teach you what to do in this wild and positive market. call me at 1-800-743-cnbc. does warren buffett have to come to your house, serenade you with a ukulele, in order for you to get into this stock market? is that what has to happen to move this market to all-time highs? something it failed to do again today but came close. nasdaq advanced .39%.

perhaps without you. think about it, here's the world's greatest investor telling yo uh how stocks make so much sense here, certainly more than government bonds, yet can barely be heard and, of course, the sequester. no matter, buffett tells you not to focus on those things 678. but to focus on the businesses themselves. like we say all the time on "mad money." he doesn't want us sidetracked, offtrack, looking at the futures ticking down in the morning. or hearing about the coalition breakdown in italy or the terrible state of the faltering euro or the yen today with the markets soaring once again. even at 5:00 a.m., looks like we would be hideously down. we were able to put it all in context because fortunately, becky quick in a mesmerizing warning managed with trenching questions to get the point across of what buffett's thinking here. >> if you ask me whether stocks are cheaper than other forms of investment, in my view the

answer is yes. we are buying stocks now because we're buying them not because we expect them to go up, we're buying them because we think we're getting good value for them. the dumbest investment, you know, in my view is a long-term government bond. >> right as rain. did you listen? the dumbest, government bonds, the best, stocks. it isn't just that stocks represent the best values on earth, he laid that case out particularly against these yields of governments. it's that money managers and acquirers keep bringing out those values on a daily basis. yes, it wouldn't matter if the values just sat there like bumps on the log no matter how cheap they are. every day it seems someone somewhere has brought out value or is bringing out value right now. let's start with buffett himself. we know there are two buffett portfolios, therest the stock portfolio where he buys high-quality stocks and holds them for as long as they remain strong. and then there's the actual businesses he buys with all of that cash. he bought that number of housing plays, which are beginning to come back. been recommending the stock

forever, not a moment too soon. more important, he bought burlington northern and now purchased the family of heinz. . buffett acknowledges he's paying a pretty penny for the acquisition. listen. >> makes sense because we've got a business we like and a partner we like and we've got a price that i barely like. >> like so many u.s. companies, here you have an unrivaled brand that isn't going to be supplanted by the chinese any time soon. pass that chinese ketch-up. what is that? no. or japanese either, mitsubishi ketch-up, no thanks. it would be one thing if the oracle of omaha was out there by himself. like a one man bringing out value mission to show that u.s. stocks are cheap and can be bought here to make a ton of money. uh-uh. it's an everyday thing. take hess, a name we've been recommending for months ever since we put it together in a list of ten stocks we felt were right for being acquired or broken up when we finished last

year. so undervalued that hess has drawn a lot, a lot and a lot of suitors. and it's, of course, the main thing. the suitors, i think they're behind the scenes. it's drawn heat from paul singers elliott management corp. for not doing enough to unlock value. today hess takes a play out of the playbook of marathon and conoco splitting off the refining and marketing arms, buying back stock and going all n the bakken shale. we know the bakken, we visited there. remember, the predecessor hess itself discovered the bakken and has some of the best assets in the light crude heaven. looks like they want the whole company put up for sale. as i mentioned, i think there's a lot of people swirling around it. i would advise staying in hess because i think there are outfits that would pay $100 a

share for this fabulous company with underexploited assets, and yes, management that hasn't been aggressive enough. how about the pressure carl icahn is putting on transocean. today transocean announced a $2.24 dividend giving a 4.3% yield. i like that, but well below the $4 dividend icahn wants. we're not done with that. value that's been kept down by herbal life. amazing that the company lies down in the face of endless attempts by ackman to ultimately wreck the business. or get the government to wreck the business. >> the house of pain. >> icahn seems determined to take the stock higher single handedly out of disdain for the silver fox, my new name for bill ackman. who may be surprised to see

boiled out of jc penney tonight. i have become a huge fan of this marissa meier and what she's doing with yahoo. nothing but a wholesale remake. a straight line tare since she came in, hitting another 52-week high today. but remember what brought her to the job. activism, it was the canny investor dan lobe who pressured into this action and that's how she came in to tame this undermanagement company and bring it back to oblivion. a relationship with yahoo, i have been flogging this yahoo. the stock's not done. these days is highly unusual to see -- not to see a takeover of some size when you come to work. admittedly when i talked with david faber this morning on "squawk on the street," not a big one, schulman buying. think about all the lightning

that struck since this year began. there's linn buying barry. michael dell trying to purchase his own company because of the low valuation, it's just the first week of march. these deals matter. they have other ways that value keeps being brought out and i'm trying to keep that in front of you. the efforts by david einhorn have failed miserable. and the stock is in its own personal bear market for decades. apple won't listen to the reason of the shareholder or listen to anyone like me who has sugtsed everything from buying netflix to owning apple to get apple tv, 27 million, people take netflix or buying twitter to be a force in social media and they're not. the silence here is deafening. and if tim cook is ever going to return cash to shareholders, which he should be doing aggressively, then he ought to be buying the heck out of the stock right now in this free fall. it makes no sense at all for apple not to be buying back $1

billion of stock a week. right here and if the company thinks the stock is cheap, it is time. on another day, huge day to put up or shut up, a huge, horrible day. it's when the company should be in there buying. my charitable trust, which you can follow along by viewing actionalertsplus.com. fortunately, heavenly sold half of its position much higher. but days like this, down ten points, sorely trying our patience. the founder of best buy tried, he tried to bring up value. that said, i like best buy now that it's the last man standing in entertainment business business on some of the more important items. the strength of housing, best buy has the wind in its back because of housing. don't sell it. i'm not excited by the activism i'm seeing from an outfit which seems to be on a wrong headed jihad against a company called

trecera. the man that brought all that value out to the board of directors. watch this one. i think tessera is worth buying. look, i'd be willing to exceed the dicey nature given the uncertainty we live in and if these deals were just needles in the haystack i would be less likely to champion the market because it moved up gigantically in that short period of time. the valuations are certainly stretched for a lot of the stocks that buffett likes including heinz. but here's the bottom line, with so many people including the great warren buffett bringing out value in stocks daily, who am i to dwell on the negatives like the italian election, or the sequestration. all that seems to do is cause me to miss out on the main chance. the stocks of high quality companies that are targets of

people who are a heck of a lot smarter than i am with the dollars to back themselves up. let's start with bob in new york. bob? >> caller: hey, hi, jim, thank you very much for taking my call. i have a position in barnes and noble and recently the chairman said he's ready to make a bid to buy the struggling 689 stores and the barnes and noble website. is this the time to sell or should i hold on to my position? >> i was doing a riff on activists that are bringing out value and i would have mentioned barnes and noble except i thought the people l might therefore think i wanted them to buy barnes and noble and i don't. i think barnes and noble is a sell because the core business is faltering and i'd never recommend a stock on the show on a takeover basis when i think the core business is faltering. matt in my home state of pennsylvania where i was this weekend, matt? >> caller: what's up, dr. jim, how are you? >> how are you? >> caller: living my dreams one day at a time, my friend. >> same. >> caller: i wanted to give yo a call.

20% the other week with all the controversy surrounding herbal life, do you think vitamin shoppe might be a better play? >> skip that entirely and go for best of breed, we recommended gnc and i'm reiterating my position right here, right now. when the oracle of omaha speaks, we listen. and if he's buying stocks because he thinks they're valuable, i'm tempted to believe him because the guy's been right as rain. let's keep looking for opportunities. stop following the futures every tick and stop the risk on risk off, whatever the heck that is. analyze businesses and buy them when you think they're right. "mad money" would be right back. coming up -- all aboard -- >> the railroads are definitely experimenting with inverting the natural gas. >> sounds like the train could be leaving the station on a new opportunity for natural gas. cramer's got the stocks that could be on the right track. and later -- power shortage?

investors have favored utilities for a steady charge of income from dividends. but what happens when the company pulls the plug. tonight cramer's got the warning signs that could help you keep the lights on. plus, real deal? american realty capital properties owns square footage of national chains like dollar general and walgreen's as the nation's economy improves, could these lots turn into the promise land? cramer's talking to the ceo. all coming up on "mad money." don't miss a second of "mad money." follow @jim cramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. [ male announcer ] with citibank it's easy for jay

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makes it easy for anne to manage her finances when she's on the go. even when she's not going anywhere. citibank for ipad. easier banking. standard at citibank. this morning in the big warren buffett interview on "squawk box," the oracle of omaha spoke about a subject

that's near and dear to my heart. using natural gas as a fuel for surface vehicles, buffett's berkshire hathaway owns a railroad. he started off talking about natural gas powered trains. take a look. >> the railroads are definitely experimenting with converting the natural gas. it's not a simple matter and i can't tell you the technicalities of it. it's real enough that we're spending real money, in fact, i think we ordered a couple of units that we're working with. so when you get natural gas, you know, $3.50 and you look at where oil is, you've got to look at converting any kind of an engine to natural gas. >> all aboard! >> profit is telling us in response to my question which the fabulous becky quick asked him that berkshire is spending real money. on nat gas fueled. he's fully endorsing the idea i've been pushing for ages, with

natural gas being so inexpensive versus diesel, which is what trains use, it would be nuts to at least not think about converting your vehicles. when warren buffett speaks, we listen. when he says this transition is real, we take him seriously. so the question is how do we play? does natural gas power locomotive engines in those are made by wprt for all sorts of vehicles. but those westport engines are being tested and it'll be some time before they hit the market in force. right now, we need real earnings, not the prospect of real earnings. the speculative natural gas names have not been holding up very well of late. you look over the past 12 months and westport down some 35%. the role of the new truck engine has been delayed. clean energy fuels, speculative fueling station company that's building out a network of refilling stations all over the country, it's fallen 32% in the last year. clean energy is being very aggressive about building out the infrastructure needed for a natural gas fueled future. while that's great for america,

the fact is, the company's burning through cash like crazy. as a fuel for service vehicles, we don't want to split the speculative names right here, it doesn't work. the slightest setback can cause their stocks to -- >> sell, sell, sell -- >> blow up. instead, if we're going to play this theme, we want a more published company that's earning real money right now, right here, company like chart industries, gtls, gas to liquids for all you home gamers. unlike west prtd clean energy, engines and fueling stations effectively, a number of different areas, many of which are crucial when it comes to using natural gas or replacement fuel for expensive oil. if you're going to use natural gas to fuel a car or truck, which is the latter is most likely, you need to make it more compact. and the same old is true if you're going to export natural gas. you've got to turn it from a gas to a dense liquid form or lng so it takes up less space and can

be transported by ship across the ocean in an economical way. that's where chart industries come in. they make precision engineer cryogenic equipment which is used to convert natural gas into liquefied natural gas. also sells the storage tanks used to transport them. the company has a host of nonnatural gas related business, as well. uses the expertise to deal with industrial gases and they have a biomedical division. breaking it down, about 15% of chart's revenues come trucks or natural gas stations. this could become a much larger part down the road. once we have the infrastructure more widely here in the u.s. and other countries more enlightened on this issue continue to make the switch. even though nat gas vehicles aren't a huge part of the pie right now, chart industries is still profiting from the ultra cheap price of our domestic natural gas that buffett talked about this morning.

about 25% of the company's revenues comes from liquefaction of equipment used to export natural gas. think the giant export project that chenier energy. that's used to separate liquids like propane and methane not long after the stuff is taken out of the ground. all told, about 55% of chart's business is about processing natural gas, exporting it or using it as a vehicle fuel with the rest coming from industrial gases in the biomedical biz. that next to lng is why i like chart here. right now china is dramatically ratcheting up its use of natural gas. and they're even building out infrastructure to start replacing diesel with nat gas as a transport fuel as i've been recommending endlessly on this show and maybe the chinese like to show. and they should grow by a similar amount in 2013. at the moment, nat gas represents 4% of china's total

energy consumption. the chinese government tends to get that number up to 10% by 2020. china can make that happen because they're still a pseudo communist regime that believes in central economic planning and as long as the people's republic plans to deliver on the plan, that's going to create huge new demand for chart products. remember, natural gas use doesn't have anything to do with empty office buildings as we saw from another show last night. has to do with the voracious energy and keeping greenhouse gases lower. as much as i like what might happen with natural gas domestically, now it's so cheap here in north america, it's the global story that's been making chart industries a winner. chart delivered a 5-cent earnings beat off a 75-cent basis. you might have seen the stock skyrocket on revenues that came in higher than expected. a growth stock, people. that's like salesforce.com's growth. chart industries has big revenues and they're making real

profits right here, right now. up 9% for the previous quarter and the backlog increase year-over-year. in response to the fabulous numbers, chart stock rallied five points in a single session from 72.59. a gain of 7%. chart industries has given you double before i first got bhoind it more than two years ago. in february of 11 at $38 because i like this theme so much. the stock is still inexpensive, trades at 23 times 2013 earnings but it's got a 26% long-term growth rate. that's how you have to compare the two and i think it's a buy on any weakness. here's the bottom line, as much as i believe in the natural gas vehicles and i like the fact that warren buffett agrees with me, i know that the speculative plays that have short-term issues that you don't necessarily want to own the stocks right here, right now. you want a company like chart industries, gtls, one that's making money right here and can profit from making the switch or from exporting our abundant domestic natural gas supplies to the rest of the world.

chart is the one to buy. let's go to dan in florida. dan? >> caller: yeah, great big gator boo-yah, i'm here in gainesville, florida. >> what's going on? >> caller: i've been doing some fishing lately and a stock you recommended in the past keeps going down. one of two things is happening, either what they bought from exxon turned out to be a boat anchor or they're not in north dakota, it's called apa apache, give me your thoughts. >> no, i backed away from apache, we sold about 30 points ago. and the reason i did, i didn't like the unstable nature of their egyptian properties. that said, it is a great company, but it has been in the dog house by the market and it also got too much natural gas versus oil. i believe in the idea of nat gas vehicles. and you know what? i'm not alone. because warren buffett endorsed it this morning. the best way to play that market is chart industries. the other names will deal with short-term issues, but gtls, real revenues, real growth and

real earnings. after the break, i'll try to make you more money. coming up, power shortage, investors have favored utilities for their steady charge of income from dividends. but what happens when a company pulls the plug? tonight, cramer's got the warning signs that could help you keep the lights on. i remember the day my doctor said i had diabetes.

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fortunate enough to be in a forgiving market where companies can miss numbers and see the stocks rebound not long after where boeing can have the new plane grounded by the faa and still be within striking distance of the 52-week high. things that can see your stocks shredded with little or no hope that they will come back any time soon. and at the top of the list of unforgivable offenses -- dividend cuts, the bigger the cuts, the worse the damage. that's why whenever you want a high-yielding stock, whenever you think about buying something with a sky-high yield, you've got to beware of falling dividends, a red flag. think of a dividend as a company's commitment to the future. when that dividend gets cut, it can get costly like a divorce. as shareholders, the stock for the payout, sell the thing nine ways to sunday. sell, sell, sell, sell, sell! it's like nine to the power of

like six. okay, consider the tragic case of atlantic power. a.t. for all you home gamers. back on february 26th, brady in ohio who has horse sense called me to ask about the stock in the "lightning round." when i saw that atlantic power had a 10% yield, let's say, that was about as big a red flag as you could -- as you could get. okay. what am i? i'm not lebron, what can i tell you? as big a red flag has you can get. i told them i had to do more homework because i was worried about the dividend that it might get slashed. that's standard operating procedure here on "mad money." wherever you call in about a stock with a sky-high yield. i tell you i need to do more work because dividend cuts can do tremendous damage to a strong, most utilities give you yields in a neighborhood of 4%. so when i say a name like atlantic power yielding 10%, that raises alarm bells.

because that's a classic signal that something bad lurks to that dividend. sure enough, two days later, two days later, my worst fears came true as atlantic power slashed its earnings per share numbers and even worse announced a massive 65% dividend cut, that was much worse than the 20% cut that some of the analysts had been expecting. as a result, it was a $10 stock coming in, hey, looking good, 10% yield, loving it. on friday, it nose dived 28% and took another 17 percentumable, now atlantic power's a $6 stock. down more than 40% in less than a week. anybody who owned that stock is now toast. english muffin. i tell you this as a cautionary tale. the good news is nobody needs to be blind sided by a brutal dividend cut. there are signs that can warn you it's coming well in advance

of what it actually happens. and when you see these signs, you need to sell, sell, sell. otherwise you're going to axed. we could tell something was dreadfully wrong because the 10% yield seemed far too big for an ordinary utility like the ones we do recommend, the a.p.s, the southerns, the dominions, the con-eds. but an outside yield was only one of the many red flags here. the second sign atlantic power was in trouble, the payout ratio, the percent of the company's cash flow being used to fund the dividend was also way too high. in 2012, atlantic power is 100% payout ratio meaning every penny of cash they made was used to fund the dividend. that behavior's not sustainable when literally all the cash a company brings goes to the dividend. there's no cushion of the business if it hits any kind of road bump. that's just unconscionable. and at that point, they have to slash the dividend or need to

borrow money to keep paying it. that's another classic tell that a dividend cut is imminent. third tell, atlantic power was losing dividend. either the earnings will have to grow dramatically or the dividend will rapidly become unsustainable and it's highly unlikely that utility can have dramatic growth. we also had warning signs about the business starting last fall. in october, the company told us they had a bunch of power purchase prospects and they said that the cash flow from the projects would be substantially lower after those contracts ended. they told you all the signs were there. you just needed to do the homework and piece them together to see this atlantic power had a shellacking coming. how about century link, ctl. the telco provider that slashed the dividend on valentine's day. central link cut the dividend by 26% and dropped from $41 and

change to $32 that same day. a 23% decline. bounced back to 35. still down from where it was. again, there was no reason you needed to experience that house of pain. for two years in a row in 2011 and 2012, it exceeded earnings per share even as management kept insisting relentlessly that the dividend was safe. you can only get away with that for so long before it becomes unsustainable. and when you throw in century link's capital expenditures and label contract issues, this was another debacle that you could have sidestepped. and remember the memorial of the story, don't trust management about an outsized dividend when the earnings aren't there to back it up. something taught to me by doug cass, my friend and colleague from the street's real money prosite who was chosen today to be the in-house bear at the upcoming berkshire annual meeting. couldn't happen to a finer skeptic. skepticism when it comes to the

outside yields. sometimes the stock doesn't get slammed because everyone's seen it come for a long time. that's what happened to frontier communications. at the time, frontier was sporting a ridiculous 17% yield, which is how you could be certain that pretty much everybody knew the dividend had to come down. plus the stock had already been cut in half over the proceeding 12 months. it's not surprising that frontier barely got hit when they finally cut the dividend of february 2012. you haven't really benefitting from it because frontier has declined some 7% since cutting the dividend a year ago. excelon, how about this one? a giant utility is another one that barely budged when it put through a 41% dividend cut. why? the reason? because investors were expecting more of a drastic cut. given the stock had fall frn the low to mid-40s over the last 18 months as the company's ceo relentlessly hinted that the

dividend could be too high. however, for every stock that didn't rackeact to the news bece the market saw it coming, there were stocks annihilated when the news hit. here's the bottom line, few things are more harmful to your portfolio than standing under a falling dividend century link got crushed when the dividend got cut, atlantic power being eviscerated. these are falling knives, people, so please, i'm begging you. when you think about owning a stock with a high yield, always do the homework to make sure the dividend is safe first. because you do not want to get caught in the cross-fire if that dividend is about to be cut. in this terrific stock market, the dividend cutters are clearly the only skunks to avoid at the bullish party. george in north carolina. george? >> boo-yah, jim. >> love it. what's up? >> caller:h,o your advice, it helps pay the grandchildren's school fees. >> then we did good.

>> caller: i've got two questions. should i sell brookfield infrastructure properties, they've gained 20% in three months and brookfield asset management, a related company which has gained 20% in four months. appreciate your advice. >> okay. here's the issue that i've had with, you know, brookfield infrastructure is doing terrifically. i think that's a very attractive operation. brookfield asset management as another stock i've liked for some time, i have to tell you, i'm surprised these stocks are doing well because for the longest time i stood behind them and nothing happened. i think you're okay in both. you know i'm behind the power of dividends. i think they're the single best way to make money. a falling dividend can destroy a stock, so when you're considering a higher yield, a higher yielder, please do your homework and, remember, a real high yield is nothing but a red flag that you must pay attention to. don't move. "lightning round" is next.

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it is time, it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, you say the name of the stock, i tell you

whether to buy or sell. play until this sound and then the "lightning round" is over. are you ready skee-daddy. going to start with olga in ohio. >> caller: hello, happy polar boo-yahsky from cincinnati. >> what's going on there? >> caller: well, it's a little cloudy, but very nice warm weather. >> it's a little chilly here today. >> caller: i wanted to thank you for being so totally brutally honest. and defending the little guys. we need that. >> well, thank you. that's what it's about. i was reading confessions of a street addict, that was way too honest. thank you for recognizing. >> caller: my question is bbry, blackberry. >> i don't think it's going to go much below $12. for a speculation because i know people are worried about the new device, i don't know, at ten, if it ever got there, i would say buy it, at $11 maybe, at $12. let's go to al in michigan. al? >> caller: yes, how about yahoo?

>> oh, she is just for me. i can't believe the job she is doing. even though the stock spiked today, i still like it. i think it goes to 25, 26. i need to go to barbara in virginia. barbara? >> caller: hi, jim, a great big boo-yah from virginia. >> i like it in virginia a lot. what's going on? >> caller: my stock is lvlt. i'd had it for a while, should i keep it? or should i -- >> i don't think it's going anywhere, not after reporting a disappointing quarter. i do not bless owning lvlt. i need to go to father dan in pennsylvania. father dan? >> caller: hi, jim, nice to hear from you. first, i would like to say i'm a huge fan of the show. i want to ask you about american waterworks company awk, closed at an all-time high. what kind of long-term play do you see this being? and would it be wise to buy more of it now? >> well, i want to thank everything you do for so many people and i want to point out that american water works and

are both great stocks. i think you've got horse sense, i'd stick with the stock and if it comes in, i'd buy more. jeff in nevada, jeff? >> caller: boo-yah, jimbo. >> what's up? >> caller: thanks for all you do for us home gamers. jim, titan international twi, should i load up? >> no, no, no -- that one's a little -- let's just say that one's precipitous. precipitous decline. i'm not going to recommend -- i was looking for my 10-foot pole, i see a 20-foot jib, but not a 10-foot pole. it's too close. john in california. john? >> hi, jim. first of all, thank you for your early advice in the morning and also on your show. >> thank you. >> caller: my question is, what is your opinion in the u.s. and american airlines merger? >> i think u.s. air, i have been trying to -- so worried they might do a secondary after i recommend the stock, but you know what, look at radion.

i like u.s. air. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. [ woman ] when you own your own business,

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even in this terrific market, there's something to be said for secure consistent companies with large and growing dividends. earlier in the show, i warned you about the dangers of dividend cuts, but now i want to highlight how high yielders can be when the dividend is not only safe but rising. consider american realty properties, arcp, a real estate investment trust with 6.8% yield. here's a company that owns 692 properties, under what are known as triple net leases. and a triple net lease, the tenant doesn't just pay for the rent, they have to cover the taxes, insurance, maintenance costs. arcp's business model is as safe as it gets. some of our other favorite reits count for 62% of the average rents. nothing worrisome. arcp is an aggressive acquisition mode. and that's allowing them to broaden the tenant base over

time. speaking of acquisitions, american realty capital trust, it's a private reit and created a lot more liquidity. just reported last thursday not only did it beat the street's expectations, but the company has raised, are you ready for this one, they've raised dividend for five consecutive quarters. let's check in with nick. congratulations, sir. have a seat. i don't like to bury the lead. you just bought 50,000 shares, why? >> well, i think the price was very soft earlier in the day today. and we -- today was our first day of trading. a number of our board members bought stock and quite honestly, the yield when we bought it was around 7%. and i love the yield, i love the company and i'm here with the investors every day. >> one of the things a lot of our retail investors and you want them as your shareholders. they don't understand the notion

of how important it is to have flow. the institutions want to sink their teeth in your stock. >> correct. and when you look at float. float matters a lot because the large index funds, in our case -- we haven't moved into the morgan stanley read index or the russell 2000. so as that occurs, you start to have very stable investors come in. the etfs and the index funds. so size matters a lot, it lowers the cost of capital. and as you have the float, the large investment funds have the ability to get in because they can get out. >> right, and also people should understand when you're added to those indices, it tends to be good news for the stock itself. >> it's good news because it's a one-way ticket. they're not leaving and it's just then the quarterly readjustments. >> one of the reasons i said it's so safe, you're the only reit i deal with that's 100% leased. >> we are 100% occupied, we have

zero leases in the next 12 months and less than 1% of the leases roll in the next three years. it's very stable and also, remember, we only do corporate credits. and we're about 79% investment grade of across our tenant mix. >> i know periodically people say, well, jim, but amazon -- you've got fedex, walgreewalgre they don't seem to be that exposed. >> no. it's also interesting for us, we've tried to build a company around not just a good economy or bad economy, one that is durable in any economy. >> right. >> and if you look at our credits whether it's the government, general services administration, walgreen's, cvs, all these names and credits are very durable themes. so we don't do anything in the electronic space. we're not doing the ones that we worry about sleeping at night. >> there's talk that citizen's bank spun off eventually. is that something you're worrying about? >> it's a wonderful thing when a bank's acquired.

usually they fail upward because a large bank like citizen's, it's over $170 billion of assets. >> right. >> and it's investment grade, obviously bbb, ask if they were to be bought, they would be bought by a larger bank, but the best part is because they're guaranteeing that credit, we get both credits. we get the new bank and the old bank. so no leases can be terminated in that transaction. >> okay. i didn't know that. that's terrific. now, you say you want to do acquisitions, are there things to acquire out there? >> well, we just announced in our earnings call last week that we've already got almost $400 million of acquisitions completed, which was our goal for the year. >> right. >> so we are ready as of the end of february, we've already bought about $400 million. but we project that we can easily buy -- last year, we bought about $1.2 billion in this company. in the merged companies. and this year we're projecting to buy about 1 billion, which is easily obtainable. >> it's the board that speaks to the payout, but have you spoiled us with five times, five

straight dividend increases five different quarters? do you have the flexibility to continue something like that? >> obviously this is a quarter by quarter decision but it is our intention to continue to grow our dividend with our revenue growth. and our earnings growth. and we are projecting a 16% earnings growth year-over-year between 2000 and '13 and 2014 as we published. >> this is a great untold story and some say, jim, why do you have this kind of stock? first of all, it's the largest reit in the nasdaq, it's not a small company. but second, this is what people want. got to have a balance. you have a balance between the goog les and the arcp. >> it's a little boring, and we look for that durable income. and i think investors need that in good times and bad. >> i totally agree with you. that's why i was thrilled to have you on. nick schorsch, arcp.

just bought 150 shares. "mad money's" back after the break.

can you imagine how well this economy would be doing if washington weren't the enemy of capitalism? can you imagine how high the stock market would be? it's pretty darn high, if president obama cared about it at all? could you imagine how robust retail sales would be if congress could agree with the president. i can't believe what a travesty it's become when it comes to

putting people to work. the republicans seem to be focused on social issues more than ever. although they now say they are bearing down on government spending. it feels like the president seems to only focus on making rich people pay more. no one it seems to me is focused on putting people to work and growing the economy. no one except for ben bernanke. you think it would be the legislative or executive branches, wouldn't you? they're elected by the people. i don't think -- i don't know if you could do less to help working people than they're doing right now. i don't know if you could hurt business formation more even as we're just now beginning to come out of the great recession. even the sequester seems uniquely designed to throw many civilian workers out of jobs and in the unemployment line. the economy keeps on ticking. i spoke to the pioneer behind auto nation, a fabulous company and terrific investment and looking for u.s. auto sales to come in more than $15 million. jackson sees the used car market coming back, a secondary market every bit as big as the new car

market but has been stalled out by a lack of product. the point he made sticks with me, we're coming out of not a recession, this is jackson, but an actual depression in auto sales. and that's such a strong pull that it looks to me that the government try as it may can't stop coming out of a depression, same with retail sales in general. take target. last week, it definitely disappointed no doubt about it. today it roared from the get go. we've got wealthy people spending as we know from the luxury purveyors, we have poor people spending and we know from dollar tree numbers, check it out @jimcramer on twitter. we have home builders and people spending, as we know from home depot's terrific report. these are all happening with possible exceptions to the dollar store, of course, because of the wealth effect. even walmart's benefitting from it. a combination of higher home values. more than 60% of the people in this country own homes because of a depression in housing that is now over and higher stock portfolios because they announce -- they seem like

forces, frankly, that can't be stopped by the republicans or democrats. a housing depression, that's the only way to describe a market where we built only a quarter of the homes we're putting up just a few years before. housing depression and auto depression coming out of it, how can you not have great numbers? finally, no matter what washington does and they're doing plenty of bad things, looks like they can't stop energy development. we are drilling oil and gas wells, building railroad lines and making our continent energy independent despite the ind rhif washington the whole way. if washington would help or get out of the way. and who knows what would happen if they addressed the core issue of entitlement spending, but no one seems to be willing to tackle that head on. i'm a realist, it isn't going to happen under this presidency and this congress. they are road blocks to the higher tax revenues -- they don't seem to care. the private sector will have to weather the storm of d.c. and keep on keeping on all by itself. stick with cramer.

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