reducing document costs by up to 30%... and processing $421 billion dollars in accounts payables each year. helping thousands of companies simplify how work gets done. how's that for an encore? with xerox, you're ready for real business. welcome back to "fast money" right now mayor bloomberg is speaking about the judge's

decision to overturn his ban that was supposed to go in effect tomorrow limiting the sale of soda sugary drinks. he says he will prevail on appeal. he thinks the judge made the decision in error, right now drink up, you can have drinks larger than 16 ounces. >> pete can is sighing in relief. thank you, courtney. pete, kick it off. >> a big gulp of blackberry. giddyap, dogs. it's going higher. >> if it's good enough for the tweeter james, then it's good enough for the final trade. >> that's great. >> grasso? >> i'd like to finish off where i started, micron, there's been price targets on this upwards of $13. stay on the micron train. and who won the street fight, i wonder? according to twitter, i think it was tim.

it was tim. it was tim. see you tomorrow, back here again at 5:00. meantime, stay right there. right now stay right there. "mad money," jim cramer starts right now. "mad money," jim cramer starts right now. i'm jim cramer and welcome to my world. you need to get in the game. firms are going to go out of business, and he is nuts! they're nuts! they know nothing. i always like to say there is 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 money. my job is not just to entertain you but to try to coach you. so call me at 1-800-743-cnbc. somewhere along the line, the psychology shifted. somewhere along the line, it stopped feeling good to sell and started feeling loathsome and stupid. somewhere we developed sellers' remorse after a stock

transaction. and we see it now every day, including today where the market opened down, right? people sold. and then it rebounded. the dow closing up 50 points. we typically associate buyers or sellers of remorse with real estate there is a ton of secondguessing about the homes bought in the 2006-2008 time frame, justifiably so. you know the litany of should have, would have, could have. did i pay too much? and then what was i thinking music, then now what i do? anger, denial, acceptance trilogy. isn't that what it's been like to buy a stock for most of the last decade, often because of how whippy the market would be? you would buy a stock, and by the time you bought the report you might have been down badly on it. it's why i suggest you use limited orders because of the prospect of being down a buck by the time you get a report on 3m or a caterpillar was so great

that you had to defend yourself against the swift selling that undermined this market for ages. but now that with the highs that the dow hits seemingly day after day, now doesn't it seem like the world has changed? now we get seller's remorse almost daily. now we feel palpable pain whenever we let stocks go? how do i know this? you see, i run a trust, a charitable trust for all the proceeds donated to charity. and there are a ton of stocks frankly i can't even look at anymore. i took off my cell phone app, the one you press where it has all the ones, i had to eliminate them. try to shield my eyes from. i'm not kidding, shield my eyes from. even when i watch the tape underneath our host, i can't stop, darn it all, darn it all, because they went up huge after i sold them. i've got bad seller's remorse. let me give you a few examples of just how raw i feel. a real chafing. hydrocortisone doesn't work. even neosporin is not working

for me. this morning boeing, how the company insists yet again it's about to get approval for the new battery situation for the dreamliner, like a duracell? no. my travel trust bought boeing beautifully, paying in the 60s at one of the previous set of worries about the dreamliner that were not realized. it caused the stock to run $75 and people realized it was okay. at that time the japanese pulled the dreamliner from service, what seemed like a totally intractable problem. mind you, this is just when we realized when the republicans weren't as concerned about the sequester as we thought, were willing to let the cutback of the military spending happen. but i still felt wow, this one's got to go longer. with the stock hanging in the mid-70s, i figure what a break? i can get out of boeing. get into something else less risky, which by the way i did. that doesn't really matter right now. sure enough, the trust, which is comanaged by stephanie link, who is also a contributor to cnbc and which you can follow along

at actionalertsplus.com, a website devoted to show you where we are doing and what we're going to do before we do it, the trust got a great price on the boeing. and soon after the stock dropped a dollar, whoopie! typical pattern, right? no seller's remorse on our part. just victory! ever since what's happened, first the airliners, they found more smoking batteries. oh, man, that's bad, right? second, the transportation department downgraded them. third, the sequester is going into effect and a very tough thing for the defense contractors. and the stock? it's rallying too. i feel like i should wear a kick me sign on myself because i'm so angry what has happened. [ buzzer ] we're taking thoughts. how smart did we feel that we had bought mickey d's for this trust? right into a major firm's downgrade at 85 buck. this is one of the best quality stocks around. peaked at 101 and change on a couple of missed quarters.

rarely do you get an entry point that is as good as one created by that kind of downgrade, but believe me, it took a lot of patience. and we definitely had buyer's remorse initially. sure enough, it levitates future a couple of months in the 90s. i think wait a second, prices could roar. competition is getting tough. management is new. dollar getting stronger. the numbers haven't turned. so ka-ching, ka-ching, ka-ching. we take the darn thing off the table. >> sell, sell, sell, sell, sell, sell. >> genius, right? i look like a genius, because immediately the stock traded down to $90 after the sell. and for all we know, that sucker was headed all the way down. got that downgrade. have you seen mcdonald's now? the golden arches has galloped to $98 and change. i got egg mcmuffin all over my face. and what exactly has happened? nothing. it keeps posting negative numbers. they're just not negative enough. how about wells fargo? trust had a nice sized position and missed a couple of quarters

and failed. technical speak for couldn't break the 36. finally, what do we do? we got tired of it and we blew out of the darn thing. a couple weeks ago, bought some over feshlts. just in case you think we're a complete bunch of idiots, have done amazingly well. still, i can't look at wells fargo because it broke out above 36 since then. i get furious any time i read or see anything about the stock. don't minsk mention the stock to me if i'm walking down the street and see me. what happened? nothing at all. the stress test, i figured we would break down to 34. huh-uh. i got angry when i saw the ex-ceo on our air this evening, a total argh moment. [ booing ] finally, worse for less, southwestern energy. we put up with this one for ages, for ages in the trust. just thinking that natural gas -- this is a all natural gas play. how long can this thing stay down? how long? the answer, as long as we on the other hand it.

and then when the trust sold it at a loss, it then ramped three bucks. final indignity. someone on this panel last week, because the dow breaking out, i was on with my friend john, and he said southwestern was starting to roar. let me just tell you something, if you weren't so big, i would have tried to take him down and give him the business. but then, again, i never pick a fight unless i got a big enough guy right behind me to step in the moment i cause trouble. and the only big guy around was john's brother pete. so i didn't like the odds. you need to know this stuff, because the seller's remorse is what is driving the tape right now. fear of not having enough stock. fear of looking at a stock that just zoomed after we sold it. fear of the various cliffs and payroll taxes and guesters in italian french and spanish and greek and cypress that turn out to not have any real impact on the stocks you own and you sold them buzz of it. after a while you just don't feel like selling anything. that's how stocks do end up going higher, lack of natural

supply, supply that has been there for more than a decade. these buyers keep waiting for pullback, right? but it gets harder to wait. i have no doubt that seller's remorse won't last forever. hey, look, there will come a moment when once again you'll be furious you held on. heck, it could be tomorrow. i'm sure the sell it man, go away are not planning on having any seller's remorse. i know people who bought dick's on fried before it fell $5.49 today, they got a bad case of buyer's remorse. but the bottom line, it's real clear. it's a new development when you sell a stock and see it move up immediately. not just a little. we haven't felt seller's remorse since the '90s. it sure is here. now it's infected the mind of all the investors who are so sick of seeing the stocks they dumped go higher that they just don't feel like selling anything anymore. dan in florida, please. dan? >> caller: boo-yah to dr. cramer. >> boo-yah. what's up? >> caller: regards to ge, i know

jeff had a news conference today in records to returning $18 billion to his investors with regards to dividends. >> uh-huh. >> caller: and i want to know is now the time to get in or out? i had bought ge when it was $16, you know. i bought a thousand shares. should i hold on? >> well, yeah. stephanie link and i, she is co-director of action alert plus, we scaled out a little when we read that we thought jeff immelt was a little down about the political situation. if the stock came in, we would buy it back. i got to tell you something, i think it is an opportunity. when these stocks go down and they're high quality like this with big dividends and dividends coming bigger? you know what? you got to step up to the plate when they give you a little opportunity. hey, it might not last, but seller's remorse is back and it's bigger than ever with a ven venice. investors are tired of watching their stocks go higher after they sell them. what it's saying is shoot me. i'm not selling them anymore. stay with cramer.

coming up, financial face-off. the kings of capital are clashing as big money managers jockey over finding the best returns for investors. while private equity deals accelerate, you could benefit. cramer's got his eye on the potential best of the bunch that could give you a boost. and later, good dog? petsmart has been playing did dead since late last year. is this pullback an opportunity to throw the stock a bone, or could it continue to roll over? sit, stay! cramer is taking this one off the leash to see if it could run. plus, hot and cold? shares of chart industries have been off the charts of late as the natural gas infrastructure play continues to ride the domestic energy development trend. could this stock fill up your tank, or it is ready to cool off? don't miss cramer's exclusive with its ceo. all coming up on "mad money."

>> don't miss a second of "mad money." follow @jimcramerer 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. all stations come over to mission a for a final go.

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okay. [ male announcer ] with citibank's popmoney, dan can easily send money by email right from his citibank account. nice job ben. [ male announcer ] next up, the gutters. citibank popmoney. easier banking. standard at citibank. doesn't take a genius to figure out we've got an absolute roaring bull market in publicly traded stocks. the s&p is not many points away from record levels. the dow seems to enter a new high every day. but what if i told you there was an even hotter bull market out there right now. i'm talking about private equity, pe, which is totally enfiego right now. buying using borrowed money. then they typically fire a bunch

of people, streamline the business, and then years later they take profits by bringing the company public via an ipo. [ applause ] virtual circle. central banks around the world are keeping its rates low. so there is lots of cheap money they can use to finance their leveraged buyouts. at the same time the stock market is in terrific shape and ipos have been doing very well. which means private equity funds can realize enormous gains when they sell in the public market there is every sign with the housing market improving the overall economy will keep getting stronger. so things are likely to get even better from here. that's my view. i know it's a minority. i got shouted down even today whenever i talk about this. i don't care. it's my view. but there is a problem. the vast majority of you cannot invest in private equity funds because just like the hedge funds, it only allows people who are already wealthy to put their money in these high-risk vehicles. if you're rich enough, your money would locked up for years. no way to get it out. you can buy the stocks of asset management companies that that

have some stake or presence in private equity. stocks like blackstone, block realistic, apollo group or global management. they make their money from fees related to the size of the assets they manage and the performance of the assets. given that more money is flowing in and the value of the assets has been rising, these private equity stocks and some of their brethren have been on fire. and i think the move is early. so the question we need to ask is which of these asset managers is the best buy right here? in a healthy stock market, like we have right now, i think it's one that doesn't have a lot of private equity, but has a tremendous amount of assets under management, and that's black rock, blk. i think it's the best of the whole bunch because it's diversified. hence it's why my charitable trust owns it. you can follow along at actionalertsplus.com. why black rock? because it's the largest asset manager in the world, okay, not just private equity, but assets. $3.8 trillion under assets. we've seen larry finkel.

he runs the company. he is terrific. only 30% in fixed income, which is wall street street for bonds. the equity funds have developed the track record of somewhat underperforming. but black rock has managed to turn this part of the business around by replacing four of their five managers. they have seen strong inflow in the domestic and international funds. nice switch. $47 billion worth, up 8% year-over-year. but you know what the thing is that really sets black rock apart? this is not a pure private equity thesis at all. what it is, they have a huge exchange-traded business, the etf business. black rock runs i shares, which is the largest family of etfs in existence. with that deal, black rock now controls over 40% of the etf market, more than double the next market share of their next closest competitor. now that people are getting excited about the stock market again, i think etfs are going to roar throughout 2013. i may not have much use for the

funds except for guilty, but investors can't get enough of this stuff. they like financial innovation, and black rock is making a killing off of it. in december, capital flows into black rock's showed a 30% gain. in january up 23%. and within the etf business, black rock's high fee emerging market funds are really hot. 3.4 in january flowed into the funds. the company boosted dividends. got a yield at 2.7%, the the stock hasn't really done nil in the last five years. it's a very safe one. and as the business improves, blackstone's ability to raise should dramatically clear. so you get a high quality management asset with the market leading etf business and a strong position in risk management. i think that makes for a fabulous long-term investment for most individuals out there. the one problem with black rock is of all the money they manage, and they manage a huge amount, only 5% in some private equity

funds, and i want that bang for the buck of private equity. if you're like me and you want something with more private equity exposure, i'm giving you kkr, carlisle, apollo and blackstone. these are more risky than black rock, but let's go over them. carlisle a beautiful base yield of 6.8%, but the actual yields are often higher as they return lots of excess capital to shareholders at the end of the year. carlisle doesn't have a fee-based income for me to be as comfortable with. but it certainly should be looked at. kkr sports a 6.7 yield. and while it's a stable, well run business, i don't know how much upside there, but it's still very good. my bias is to like these stocks. a 7.9% yield. if you believe the economy is going to get much worse, this would be the one to buy. apollo is an expert at finding distressed properties to buy. i think the economy is about to get much worse because of the sequester. but for me, if you're looking for a winner in the private

equity sector, the winner is the blackstone group. it's got a lower yield because the stock has appreciated. a 5.5% base yield, just made a new high today. i think it can break out here. back on december 21st when everyone was freaking about whether we were going to fall off the cliff -- >> no, no, agh! >> and good splat, i told you to buy blackstone as a speculative bet, where thing would work out better. we bridged the cliff and blackstone has rallied some 30% since then. and now i think blackstone works as nonspeculative investment based on the strength of its fundamentals in 2013, long runway. see, the company reported at the end of january, and the conference call was extremely bullish with ceo steven schwartzman saying they're at an inflection point, meaning blackstone is going to get aggressive about exiting its position in order to take profits in this bullish environment. blackstone getting roughly 24% of its revenues from private

equity, about 24% from real estate, which we know is getting better, and 27% known as its credit division, the company's fastest growing segment. along with 16% from hedge funds, and the rest are advisory fees. management said they see substantially higher realizations over the next two years. that's wall street speak meaning that they intend to sell lot more properties because they think they can get good prices. i agree with them. and as for the private equity side, in the last two years, blackstone has brought eight of the private companies in its portfolio public. remember, that's how these private equity firms ring the register. in just the next 12 months, they plan on doing another eight ipos. so boy, is this a good business. and i think it's accelerating, and accelerating dramatically. >> house of pleasure! >> and blackstone is paying you a nice yield while you wait. here is the bottom line. right now we are witnessing an asset management renaissance driven by the strength of the stock market and of private equity. how to play it? just remember that in finance, as in fashion, black never goes out of style.

black rock is my favorite in part because of their huge etf business. but if you want more private equity exposure, blackstone is the way to go. although this is such a fabulous moment for all of these companies, you know what? i would be happy to see any of them, literally any one of them in your portfolio. after the break, i'll try to make you more money. coming up, good dog? petsmart has been playing dead since hitting all-time highs late last year. this pullback an opportunity to throw the stock a bone, or could it continue to roll over? sit, stay! cramer is taking this one off the leash to see if it could run. [ male announcer ] the lexus command performance

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during the command performance sales event. this is the pursuit of perfection. eight years around here, and we're still in that never ending hunt for value. and in this uber bullish market, where so many stocks are at or near their highs, genuine bargains are hard to spot. how do we find stocks that represent true value still after this run with averages? we look for names that have pulled well back off their highs, even as we think the underlying fundamentals have remained strong. we have to search through the broken stocks, not companies, to find new opportunities. take petsmart, petm. the retailer of all things pet-related that has been on the decline ever since mid-december to the point where it's down more than nine points from its highs. now even though petsmart has been in the doghouse lately, --

[ barking ] -- this company has been a long-time cramer fav, and the stock has a fabulous long-term track record, having run up from $13.50, to a gain of 365% over the last four years. not bad. now petsmart has stumbled, but i'm betting the company can get some of that long-term mojo back. because no matter how the stock might look right now, including that chart which is hideous, petsmart is a winner, just like banana joe, the kind of weird looking winner of this year's westminster dog show. why do i think it can bounce back? this company has been hit with a series of woes in recent months. first, there is a big management shake-up. you know i don't like that. in november the cfo announce head would be stepping down. in mid-january, petsmart announced a series of planned management changes, including bob moran, the current ceo stepping down, from the ceo

post, leaving the current chief operating officer to take his job. nobody likes uncertainty at the top, and that is spooking shareholders. the thing that really caused petsmart to get hammered was the disappointing quarter. the stock dropped four points in a nanosecond after trading. petsmart delivered a three cent earnings beat, wait a second, off a 1.21 basis. rising just 14.7 year-over-year. and the actual earnings beat was driven by a combination of lower taxes and equity income, not from the strength of the underlying business net, and that freaked people out. meanwhile, the company's same store sales rose 4.6%, a bit shy of wall street's expectations and petsmart gave disappointing guidance. the stock fell from 56.55, vicious decline. when something like that happens, we need to ask what the

heck went wrong? in petsmart's case, there were two major factors behind the disappointment. first of all, the company was up against difficult comparisons. that makes it difficult to put up numbers that impress. secondly, more important, i actually want to blame the community for not seeing this coming, and that caused the big drop-off. the consensus estimates have been very rigid, despite all the things that went wrong in the fourth quarter, and many predictable, including hurricane sandy shutting down a big swath of the northeast for a week or more in some places. even though petsmart disappointed, these numbers shouldn't have been that much of a surprise. but the analysts didn't take the numbers down ahead of it. still, the company just reported what many consider a lousy quarter that makes me think why am i out here recommending the stock? am i simply bank ogg tonight fact that this has been an incredibly forgiving market where lots of companies have missed numbers like target or walmart, only to see their stocks ultimately surge higher? okay, sate part of it. target has had an amazing year.

the real reason is petsmart has come down to a point where i think it represents value versus itself growth rate. the 2013 guidance that everyone is pooh-poohing is actually not that bad, maybe even darn good, up nine, the stock wtoo expensive. down nine it's cheap. many people in america treat their cats and dogs better than they treat their kids. now, wait a second, that's understandable given that dogs are generally obedient, cats rarely give you back talk, they don't sneak off to industry vodka, they don't smoke between classes, their music is my music. pet adoption has just increased for the fourth quarter in the united states. that's important, because the first year of owning a cat or dog is usually the most lucrative time for petsmart. as owners go nuts. they're so excited. they go nuts. it's like a first baby. they invest lots of money up-front buying all kinds of pet

paraphernalia. as i know from the time i was caring for ishkabibble, my old white cat. i bought everything petsmart had to offer, including a martha stewart cat bed that he could have cared less about. then again, there is no accounting for taste. i also think that maybe the fact that he was formally named don julio, which is not my favorite tequila may have affected his psyche. i should have just called him el jimador. petsmart remains the leader in this business. they got almost 1300 stores around the country. imagine they can get the store count up to 1800, which means they still have a lot more room to grow. and the plan is to open another 40 to 55 big box stores this year, along with microsized stores. the next one in brooklyn, i may add. what about the guidance? it calls for 15% growth. that's a little slower than the 20% growth, mid 20% growth we've seen over the past few years. but petsmart has a habit of giving conservative guidance.

the conference call admitted it's being incredibly conservative this time around. even if that number turns out to be right, petsmart is only tragsd 14 times earnings. i think 2013 is going to be a good year for petsmart. they told us sales have improved each week. that's very bullish. it's something we are not yet hearing from other retailers. you can also think petsmart as a play on the housing recovery. okay, we're billion a million new homes this year. i think that's conservative. let's just leave it as that as people move into their own home, then they're more likely to buy a pet. plus, petsmart is always coming up with innovative new products. they even have a partnership with disney. the disney thing going. they sell branded pet apparel. have i often wondered if pets like alice in wonderland or peter pan or donald duck. i guess they do or they wouldn't make, this right? this is what they want. they're selling more and more expensive super premium pet food, novel protein like bison

meat and venison. i venison broil. they used this throughout the conference call. the humanization of pet trends. humans are feeding human food. i had dog food early on in the series of the shows and i did throw up. anyway, even though the quarter wasn't so hot, petsmart still posted double-digit comps in their higher margin categories, which means this trend of people spending a fortune on their pets, it's not going away. it's very much intact. and petsmart isn't just a retailer. they also provide all sorts of pet-related services. do you know the company has a kennel business with 196 pets hotels? which of which would be considered at least four stars in a canine tripadvisor. as well as a vet business, 791 vet hospitals. but it's services like these that keep people coming back to

the stores but they can't be dupe indicated online. you have a pethotel.com? no! over the past five years they have been optimizing their assets via better merchandisers. a lot of the moves we've seen from home depot. and i think these moves will keep paying off. here is the bottom line. petsmart, no doubt they stumbled. but down here at 62 bucks and change, i think the stock represents terrific value. the pet theme is very much alive. this is no pet cemetery, this is not a stephen king story. pet smart is still the best way to play it. the conservative guidance for 2013 means they'll be able to beat the numbers going forward, in my opinion. that's why i think this stock is going higher, possibly much higher as people realize that humanization of pets is a trend that is here to stay. and petsmart, it's a habitat for animal humanity. gary in new jersey. gary? >> caller: hey, jim. how you doing? >> couldn't be better, ar.

how about you? >> caller: boo-yah to you. >> back at you. >> caller: footlocker. earnings were good, the company made tons of money. the stock keeps falling. is it is buy, sell or hold? >> stay away from that right now. too many people saying it's a buying opportunity. i need to see capitulation. when i see capitulation, i'm all over it. until then, i'd rather stay away. by the way, nike wasn't that bad on the after the dick's conference call. let's take a look at that one. all right, the dogs are out. pet care is a theme that is here to stay. petsmart i think is the best way to play it. and i'm regarding this pullback of a broken stock, not a broken company as an opportunity. now let me have some tuna. i'll see you later. "lightning round" coming up next. he's the gop's numbers guru. >> paul ryan's new budget. can he work with president obama? find out in our special one-on-one interview live from washington. >> "the kudlow report," 7:00

eastern tomorrow on cnbc.

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before we get to the "lightning round," we're coming up on a big milestone here in cramerica. friday marks our eighth anniversary. yep, eight years of "mad money." can you believe it? to celebrate, we're looking back at some of our favorite moments, like this one, for example. ♪

>> after the wild market we've been having, i'm prescribing some family therapy. >> i do have a question for you, for the future, i've been thinking about this for a while. and i was -- [ applause ] will you marry me? >> congratulations! >> i saw that one coming. maybe i'll have to do it some way day myself. remember, it all happens friday. but before the show, we need to hear from you. i want to hear your favorite moment. we have a few choices for you the pick from. so i want you to do this. i want you to head to madmoney.cnbc.com. i'll remind you at jim cramer on twitter. we'll let you know. we'll reveal your favorite this friday during our eighth anniversary show. and now it is time, it is time for the "lightning round"!

cramer where you say the stock -- buy, buy, buy. >> sell, sell, sell. >> play this sound -- [ buzzer ] -- and then the "lightning round" is over. are you ready, skee-daddy? it's time for the "lightning round." start with fred in florida. fred? >> caller: boo-yah, mr. cramer. >> boo-yah! >> caller: first off, i want to thank you and your staff for everything you do for us. >> all right. you're welcome. >> caller: i'd like to have your take on isrg. >> too much of a battleground for me. i know my friend herb greenberg is working a lot on this thing. i like to back away when i hear that noman's land. let's go to john in florida. john? >> caller: jim, good to hear from you. and thank you for your show. i've learned a lot by watching you and your book. >> thank you very much. you're a gem. what's up? >> caller: i have pbi, a lot of it. >> i'm worried about that stock. now, look, the last quarter was good. i love to see the company come back on because the yield is outsized, and we've done so much work when you have a real

outsized yield, it does worry me. i'm going to say no comment until they come on the show. dino in california, please. dino? >> caller: jimmy! >> yoyo. >> can i get a bang on the drum symbol? right on. >> now you give a stock, and we're equal. >> caller: all right. had an old-timer call me last week about a grain and seed agriculture play. i was wondering what you think about adm. >> i like adm. hey, listen, this old-timer was doing mojies today. i'm doing stuff like you be an old-timer. i'm sending stuff to everyone, telling me knock it off by the end of the day. cliff in florida, please. cliff? >> caller: boo-yah, jim. >> boo-yah. >> caller: how you doing? >> i'm all right. how are you? >> caller: very good. i've been watching your show for the last five years. i think you do a great job for the average investigator. >> thank you. >> caller: you're welcome. the one i'm calling on, i have this in my i.r.a. recently, but it's western asset mortgage capital corp. >> oman, this is cmbs play.

i hate to punt. i have to do more work on this one. each one of these is an individual. you know i like annaly. run by the great mike farrell, set that company up in terrific state. we will do work on yourself. robert in tennessee. robert? >> caller: boo-yah, jim, from tennessee. how you doing? >> really good. how about you? >> caller: i'm excellent. thanks for asking. got a question about groupon, grpn. >> yeah, groupon, i see zynga move up. why should i go with a company that probably has a business? let's take one more. let's go to where i think is going to be number one in basketball. let's go to joe in indiana. joe? >> caller: boo-yah, jim. how about two harbors investment, ticker symbol 2 wo. very high yielding stock. >> oh, man, another mortgage real estate investment.

we're going to compare the two harbors and the western asset. that i promise you, and we'll have that by monday probably. it's going to take a little time. it's our eighth anniversary show coming up. but that, ladies and gentlemen, is the conclusion of the "lightning round"! [ buzzer ] >> the "lightning round" is sponsored by td ameritrade. coming up, hot and cold? shares of chart industries have been off the charts as of late. as the natural gas infrastructure play continues to ride the domestic energy development trend. could this stock fill up your tank, or it is ready to cool off? don't miss cramer's exclusive with its ceo. ♪ [ 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.

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right now we're in the middle of an energy renaissance here in north america. it's one of the biggest themes guiding this market. and the tragedy is that even though we have all the plentiful natural gas we could ever want, our leaders in washington just don't have the vision or the will to take advantage of it as a cheaper, cleaner replacement fuel for surface vehicles that would promote domestic security. but while our politicians may be clueless, our corporations seem to know a good thing when they

see it. just this last week we got two piece of very good news on the nat gas front. particularly for vehicles. first, shell announced it's building two plants for liquified natural gas or lng for use for fuel in ships. and these plants will double our lng gas production in north america. second we learned the santa fe railroad is up running tests. we don't know how many, but running tests of natural fuel. best way to play? it's still chart industries, the company that makes the cryogenic equipment that is needed to transform natural gas into a liquid. chart sells storage tanks for transporting liquified natural gas. industrial gas division and a biomedical bis. so it has railroad vehicle, railroad opportunity alone could represent an $8 billion market for them. but they also profit from building the equipment for liquified natural gas. all sorts of facilities like the kind that shell is building, and maybe some of the export places

where we either use the natural gas or lose it. i think they make money. i first recommended the stock back in february 2011. now it's at $81. it's 113% gain. chart reported a fabulous quarter. the stock jumped 5 bucks on the news and it hasn't looked back since. let's check in with sam thomas, the president and ceo of chart industries to find out more about the quarter and its prospects going forward. welcome back to "mad money." thank you so much for coming in. i look through the quarter and i see natural gas is exploding, but to me it's more of a china story than a united states story. >> well, it's a global story, jim. it's just where it's taking off the fastest. we talked previously about how china was several years ahead of the u.s. because of their commitment to use natural gas and particularly lng for transportation. in addition to the energy cost driver for them, they've got a tremendous driver from improving the environment. >> right. >> and that's becoming a critical issue for the government of china.

so that's really helping to drive it. we're going to see the same things here in the u.s. driving us in the u.s. is the cost savings. >> right. >> and our ability to be energy independent by using natural gas. but the environmental benefits are also going to be a significant part of our driver. >> it confuses. the chinese have the will power. they don't have the shale nat gas. we've got the nat gas. we don't seem to have the will power, at least in washington. >> not in washington, but that be a blessing. we don't want help like we got help with ethanol. >> right. okay. fair enough. >> this is being driven on economics. and yes, it's taking time, i believe we're well beyond the tipping point. >> you do? even though -- i'm reading like fed ex said last week, it's copping, the tipping point. dave deemers from westport says it's coming. you think we're beyond the tipping point? >> well, in terms of actual sales, actual consumption of natural gas and transportation, the tipping point is coming.

but in terms of key people making the commitment and putting the investment in to make it happen, that's happening. this announcement with shell is big. >> this was the big one. everyone missed it. don't you think it's interesting that it got about three inches in the papers? wasn't this the big one? >> well, i think we've had a few false starts with a couple of the natural gas companies. >> right. >> saying that they were going to get in and support it strongly. and natural gas pricing -- pricing collapse led to them having to pull back. they didn't have the depth of the balance sheet. what we need is the depth of the balance sheet of an energy major like shell to come along and say we're going to make this commitment. it's going to take five years, six years, seven years for us to build out these liquefiers, but they're not going to turn back. >> is there anybody else that does this besides you? >> there are a number of other competitors both in the u.s. and in china. none of them are as committed to it as we are. we built most of this equipment, designed most of it, adapted it

from the industrial gas industry. and we're now at the point where lots of people are sniffing around. >> right. >> offering their products. big companies with big balance sheets are getting involved and taking a position. we're having a number of people in china both looking at china and also looking at the u.s. market. but we feel with our commitment to it and our continued investment in development of this process, we'll remain a strong player in it. >> okay. so now i want to go over if i am in washington. i hear about a possibility that the chinese are worried about air quality. they're supposed to not be that caring about it. we're supposed to care a great deal. this has it in air quality. domestic security. we know the defense budget is being cut back. what a great way to make it so that we're actually increasing some of our domestic security. and then jobs. i read about your vacry. you're expanding. you're putting people to work. >> yes. >> if you have a jobs crisis, isn't chart one of the answers? >> absolutely. we're hiring both in the u.s. and in china. now, it's not always a straight

line. >> right. >> there are plateaus, leveling off, and then another up leg. but it's a tremendous opportunity. and natural gas is just a wonderful opportunity for the north american and particularly the u.s. economy. it's going to be a tremendous growth and jobs driver, whether it's used for natural gas transportation, exported. that creates jobs, or it's used for petrochemicals to help give us a low-cost feed stocks to make us a world class manufacturer of a whole range of petrochemical downstream products like plastics. >> i'm going to leave it on that positive note, because i hear too much negativity all the time. that's about as good as story there is. that's sam thomas, president and ceo of chart industries. hey, sometimes you can do well, do good and make money. gtls. stay with cramer. acceler-rental.

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you waited and you wanted a tip. today you got it big-time on dick's. a real shortfall, crummy outlook. ross stores last week. a 10% hammering. a good opportunity, or are you just scared to buy? are you worried that the selling isn't over? i have to tell you that i think both companies have now one fell swoop lowered the bar to make it so you should feel comfortable buying them, even as nobody i know seems to agree with me. this market has a real bias right now against discounters, the way it has a buy yast against the high-end like tiffany last year. pretty much every industry gets hurt these days. last week petsmart got dinged.

we have seen it get pounded not that long ago. and of course bed, bath & beyond and best buy got crushed at the end of last year. but take a look at the latter two players. bed bath private equity takeout. i believe it could happen if the near-term fundamentals aren't that strong. no matter what i say people believe amazon can crush bby. isn't that what people said about best buy, that amazon is killing the hard goods market? it's become the last man standing in a business that has some sort of housing tailwind now. stock's at 20. i think it never should have gotten down to where it was. i thought that was wrong. best buy always had a decent balance sheet and cash flow, it's a place you can go to buy hard goods and have them set up for you, which is not easy these days for some of these complicated tvs. my takeaway is they're viable once they settle. the stocks come back and come back with a vengeance. i think tdick's and ross will with the same. the weather gets better, they'll do fine.

the company is being punished unnecessarily. it was the sell the winter gear. they had to do serious discounting. that's why the numbers are no good. right now ross has been hated. it has much more room to grow. it's still a goodies counter that has had a couple of off months. credit that was virtually deserved with a good quarter they reported. of course, everyone comes on tv and says they want to buy on a pullback. but when you get the actual dip, nobody wants it. the stocks are hated. potential buyers hem and haw and walk away. wait until you see yum tomorrow. that's what happened with yum. remember, they gave up on it. china is okay. the stock is broken for a while. enough time passes and people forget why they sold it. then these stocks rally back to where they were before they got crushed. it seems that only then, only then do people start doing some buying. dick's and ross, two broken stocks, not broken companies. just what you should be looking for in this steaming hot market that some say never seems to take a break. stick with cramer.

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