>> karen? >> cvs, i had to offer some sacrifice to the bull gods. >> mastercard has been a monster. i think it'll continue to be one. >> i'm melissa lee, follow me on twitter @melissalee. "mad money" with jim cramer starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. 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 so call me 1-800-743-cnbc. big themes. big themes work for any occasion. i usually reserve talking about them for when the market is down! and down hard!

but today they were the dow award 124 points, s&p going to a new high, and s&p a 12-year high. big themes work just fine, too, especially when you find new ways to play. even on this, the 18 straight up tuesday. then again, who is counting? remember, there are five big these ease i've spelled out time and again on "mad money" this year. five ideas in this market's sweet spot that have gotten us this far. can even be used for the sell in may towel-throwers. i mentioned the latter, because not only did they jettison stocks they shouldn't have but many took the opportunity to sell, sell, sell to extremes and actually shorted stocks. so we include some of this halfway shorted ideas in the rundown, not to rub it in the noses of the shorts, but because we recognize the best opportunities are ones that are most castigated. speaking of castgation, david

ener came on "squawk" this morning and made a bold, bullish call, saying every place is the place to be in the stock market. because the economy is coming back, led by housing. also talked about the potentially explosive situation we have been at the forefront of, the notion that the budget deficit is coming down and coming down much faster than anybody thinks, and that's going to surprise people. oh, and likes the banks and energy stocks, low interest rates and the big new oil finds we have in this country. and he does not fear the feds stopping his bond buying. in fact, welcomes it. he says that event, well, that's what every bear is waiting for, right? that event will be good. he thinks, that's right, the fed pulling back will be bullish barks us it makes it so the move is sustainable, something, again, we have been saying here. but because tenner made $2 billion, he's got 2 billion more reasons for people to listen to

him than little old me. if you listened to "squawk," though which you would be nuts not to, because his comments on the show moved up the whole market today. i'm not kidding. i was up at 4:00 today and said oh, the market looks a little tepid. i didn't know that teper was going to be strolling on the "squawk box" set and bullying the whole market up. we got the ideas, though, that fit his bullish mind-set, because alas, it has been our mind-set for some time here on "mad money." perhaps because he taught me on to value merchandise. i'm happy to consider myself a did i sign elf this great money manager. so where are we at? let's get do it! . the first theme is house. tired of the lennars and pultes, i feel for you. i've got a new one, william lion, home builder ipo. comes tomorrow night. the housing index is totally en

fakingo. the last few ipos have been tremendous wins. i think this will be too. particularly because it's a play on california and arizona, two hottest markets in the country and william lion has a huge supply of land, incredibly cheap valuations, very inexpensive to the rest of the country, including preto himnantly california-based home builders like tripoint. that popped 15% on its first day of trading. i'm hearing a price talk of 25, but i think you should pay up to 27 for this new addition to our housing portfolio. by the way, that portfolio still includes raidian, which remains a terrific spec on this key group even as they hit another new high today. don't get on me. don't forget we have a shortage on the homes. that's right, a shortage of homes in this country. we probably will build 1 million new houses this year, a lot of people think that's a big deal. let me let you in on a clue. we need double that. hence why i think william lion will be a good deal. okay? and it's already got some otc, i'm not trading that. i want you to wait for the ipo.

the next theme. oil. and for oil, my favorite play is still eog resources. more work i do on this, mark papa shared with us on the show the more i want to buy the stock up here as he alluded to the notion that delaware basin is the third leg of the three-legged stool, could be as big as the first two, which, of course, are the bakken and eagle ford shales. that's down right monstrous. i'm beginning to believe this continent becoming energy self-sufficient by 2020, i think that's a bear's pipe dream. at this pace, it's going to be 2018. i've got a new one here. charity you believe trust is baking it. you'll like this. you can follow along action alerts plus.com. ens co, increases dividend by 33% to 2 bucks a share. i like ens co because it has the newest rigs and i don't know if you have noticed but the gam,

short for gulf of mexico is heating up at the same time as mexico's pemex is soon going to start drilling after a lengthy high atis, and petrobras, pbr, raised today a staggering $11 billion, fifth biggest bond auction ever, $11 billion to increase its drilling budget. fabulous news for ens co. can you imagine raising $11 billion for pbr? at two bucks a design, that's an awful lot of pants blue ribbon. the airlines! last friday, the reorganization of amr, parent of american airlines. meanwhile, the story gets better and better, eads, it looks like there is very little availability for new planes, out a couple years, maybe, which means you won't be seeing upstarts entering the market to compete with the usairways, amr

behemoth. in the meantime, oil is plenty enough that jet fuel is staying tame, another key ingredient in this surprise company. slap happy ol goply, here we come. last week i fretted about froth, i said we need to see a return to. the generals, maybe the buyback owe text, sure enough, cycled back to the four horsemen. now all these names have had huge runs but i think they can work still higher. if you missed the move, not too late to buy the stock of quinn tiles, the arms dealer to the biotechs. buy, buy, buy! and big phrma companies i mentioned last night. the letter q like q in the old bond films, the symbol, does the experiment to develop new weapon against disease. and the stock remains very undervalued versus the orders it's about to receive. as well the reputation built as

the best outsourced contract research lab. quinn tiles does the human testing the fda wants to see, by far the dominant player in the universe. final theme. whoa. the intersection of the cloud and mobile. i'm telling you, chief, this is the real deal. best way to play it. netflix. even after the remarkable run, netflix has had this year, up 154%, it remains the stock that big growth managers want to own. given that it's adding subscribers hand over fist, and can easily raise prices for its beloved service if they want to. can you imagine having a service where like tomorrow they can raise the price because, here, i'll take that. the catalyst, though, no. less than two weeks time. netflix will release season 4 of the incredibly beloved arrested development. i know one product shouldn't matter. you're probably saying jim is the least rigorous guy on tv. not saying much. but "house of cards" mattered,

being able to catch up with "the walking dead" mattered and i think "arrested development" will lead to a new round of signups for a service that uses 30% band width in the country. i've been urging apple to take the plunge and buy netflix. can you imagine they could bid up 100, from when i started this clarion wake-up call to these two giants and would still have gotten netflix on the cheap versus where it went out tonight. can you imagine how much crow all these twitterites are eating after our own david faber explained that its disney deal meant that netflix was here to stay. i'm not wondering whether google or newly invigorated yahoo! should join for 20% of the float is bizarrely being shorted. go figure. all that i know is that the hoopla for "arrested development" will be so loud the shorts better hope it doesn't land on memorial day weekend, because if it does, more people will stay home to catch up on seasons, one, two and three, and

watch season four of this cult cherished classic. maybe the big potential requires getting scared of the rally. at this time they should be scared of the competition netflix could offer as the stock goes higher and they could do a lot. here's the bottom line. five themes and a couple new ways to play them. housing, okay, i want you to put in for william lion. tomorrow night. oil, get in some high-needing ens co. airlines, stick with usairways. biotech, take down some quinn tiles. and cloud mobile theme. stick with netflix. themes that work, come rain or shine, even for those who have sold in may and gone astray. michelle in missouri. michelle! >> caller: hi, james! it's michelle from st. charles, missouri. >> whoa, man. one of my favorite towns. >> caller: can aww. first off, i want to tell you i'm madly in love with you. >> what was that? >> caller: i am. because you're a man that makes me money. thank you for caterpillar.

>> take it where you can get it, cramer. >> caller: you're my man. my question for you is, soda stream. it's been a rough ride, but i'm watching it and i'm making money. should i dump it? >> no, they had an analyst meeting. there is really no good -- they say it's for real. obviously changed a lot of people's minds about it. obviously shorted. you're okay. remember, that is a speculation, soda stream, not coca-cola. coca-cola is more serious. i need to go to donna in texas who may like me too. donna. >> caller: hi, jim cramer, thank you for taking my call. a few months back, you had the ceo of millennial media on, and i liked everything so much i bought the stock. and then i also sold the stock for a nice, tidy profit. i have kept it on my watch list, and i know they have had a nice run up in the last few days. >> right. >> am i too late to get back in? >> no, you're not. but, you know what, you made the money. i think you've got to go elsewhere.

i know mr. pommiery said we're not going to sell the company but this is a broken ipo. and you need a lot of band-aids, surgical tape. let's just say that will have to spend time on the couch. anyway, for rain or shine, the fab five and no longer -- it's no longer, by the way, that michigan team. when we speak of the fab five, housing, oil, airlines, biotech, cloud and mobile! sell in may, see ya later. coming up, thirsty for more? a dividend boost and a surge in first quarter profits have shares of water utility aqua america boiling up this year. but can the company keep the cash flowing? cramer is testing the waters with its ceo. and later, full speed ahead. tesla motors just left wall street expectations in the dust and registered its first quarterly net profit in a decade. but does the green car maker have the juice to keep up the pace?

plus, burning rubber? from farms to forests and construction sites, when wheels go offroad, chances are, they're from titan international. but will its global expansion open new markets or make it overinflated? cramer finds out in his exclusive with its 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 cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. with the new staples rewards program

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if i told you the stock of a water utility was up more than 27% since the beginning of the year, would you actually believe me? you should. because the stock i'm talking about is aqua america, wtr, water, for all you home gamers, and it has been on a fabulous tear over the last five months.

you might think the water business is as boring as you can get, but the truth is, being a private sector water utility company comes with opportunities. this is a highly fragmented industry and you can rack up impressive growth, at least for a utility. making a lot of small acquisitions. aqua america has done four tuck-in deals since the beginning of the year. and these guys aren't just about tap water. they provide water for hydraulic fracturing, all new domestic oil and gas finds i talked about at the beginning of the show and marcellus shale. aqua america reported better than expected earnings, single best quarter, back on may 2. and last week gave a 9% dividend boost, so yields at 2.4%. stock moved up a lot. that's why the yield doesn't seem so big. let's take a closer look with the president, chairman and ceo of aqua america philadelphia find out more about how his company is doing and where it is headed. nick, welcome back to "mad money." have a seat. >> thanks for having me. >> i'm trying to figure it out. you're a growth utility.

there's only a couple of them. and you get the growth by a combination of these acquisitions and you get rate increases, it seems like, in some of these very good areas where you've got a lot of growth. >> and that's because we're putting in huge amounts of capital, pipes, new water plants and so on, that the regulatory system allows you to earn a fair return on. >> now, a lot of people think that municipalities and states are strapped. but they will pay when it comes to clean water. >> well, water is less than $1 a day. so -- and they'll pay $1 a pint for bottled water. so i think it's still a value. but, no, the municipalities are strapped. and that's where we see the next growth market with privatization of some of the smaller cities who have a large pension liabilities or just can't afford the epa rules. >> you're just out there constantly trying to figure out who is the one that needs your -- for you to bail them out. >> 50,000 water companies. so -- >> but you go state by state. there were some states you talk about as being pennsylvania,

texas, ohio. those are states you want to be in. but new york, you pull back from. you were there 2006, you decided there's just not enough money to be made? >> we sold it to american water, who had a presence there. it's going to work out for them. some states are a little bit more progressive in the way they reward utilities for economic development. and that's the states. plus, texas, ohio, and pennsylvania are the energy states. >> right. so i want to talk about that. because i know that a lot of -- i never want to get caught up in the tail that may be wagging the dog. but when i go through your conference call and your presentation, it's very clear that this is just the beginning you're talking about, now maybe going into utica. so this be ever a needle-mover for your company. >> i think it will be a needle-mover but i would never say it's going to be more than 10 or 15%. our core business is what we want to grow, and there's plenty of potential left in the core business. and that's a pretty steady -- we've had 20 years in a row of increasing earnings. so that's the steady as you go part of the company. >> some of the analysts think

you're able to boost your payout more if you wanted to. i thought 9% was good. what is the function of how high you can go, 50, 60% payout? could you do that? >> yep, 60 to 70 is a typical utility. we're below 50 now -- a little above 50. and increased the dividend 50 times in 20 years. the stock keeps moving up faster than the dividend. >> you're also doing something that just for public policy place seems to be interesting to talk about. c & g fuel trucks. you're just going the natural gas way, but you're not being -- you think it's cheaper? >> yes. i was former environmental secretary for pennsylvania so i have a little bit of a bent for the green. but we changed three of our plants to solar. it's cheaper. >> right. >> and because we're going to be around for 100 years. >> this is the case -- this is green week, and i'm looking for companies that are not just lip service. it's just cheaper for you. >> that's right. and we're going all the way with c & g vehicles. >> when you cut the cost of

natural gas, no agency is going to say listen, you just cut your costs so we're going to pay you less. >> no. that's exactly what we do. if we lower our operating costs, we give it back to the consumer. but what we're doing is taking those savings and putting it into capital so we can earn on it. >> who do you buy your stuff from? who should we be looking at? >> well, we buy meters from four different manufacturers. i tron, badger, census, rock well. and then we also buy most of our pipe from a company in new jersey, atlantic pipe, also u.s. pipe out of alabama. and we're probably one of the largest, if not the largest purchaser of pipe in the country. >> that's what i thought. you have to be the guy. >> we are going to spend 330 it is million this year. >> now, you also have a comparison chart that's really terrific about how much -- water is valued versus evian battled water. let's say you've got the cleanest water. i grew up drinking your water, you knew that. i don't use my tap water, okay?

but if i lived suburban, i would. so theoretically, i would buy suburban water if you were to bottle it and send it to me. you're doing some stuff like that, right? >> no, that's retail. we're really a wholesaler. >> why don't you just -- if i were your district, i would drink the water. so why wouldn't i drink a big bottle of suburban water or aqua american water? >> we give people containers so they can use our tap and have the convenience of carrying it with them, because that's part of the convenience of bottled water. but we're leaving that to coke and pepsi. they're the big players. >> you obviously don't want to go up against them. you've done a remarkable job, been the growth utility people are looking for and because of those acquisitions, stay that way. congratulations for doing such a great job for shareholders. chairman, president and ceo of aqua america, wtr. i know you like these water stocks because i see your tweets and read your e-mail. this is a good one. "mad money" is back after the break. coming up, full speed ahead?

tesla motors just left wall street expectations in the dust. and registered its first quarterly net profit in a decade. but does the green car maker have the juice to keep up the pace? [ male announcer ] i've seen incredible things.

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tesla. simply been one of the greatest tears i have ever seen. peaking at 97 this morning before closing at 83, down $4.56 for the day, as disciplined bulls at at least finally rang the register. when you own a stock, you always hope the ceo cares about the share price. most ceos i deal with act as if the stock -- doesn't matter at all. they -- the -- i just pay attention to the business, and the stock will take care of itself attitude is the prevalent way of thinking. drives me crazy whenever i hear these heavily incentivized ceos say this stuff. even billionaires care about their own net worth as i saw last night at the robin hood foundation, restoration hardware. the ceo of tesla is not one of the hands off the stock chief executives. the conference call after the quarter read like a recipe for

how to move a stock higher. show profitability. and then you beat the high man. analysts looking for really high earnings. putting up 12 cents of earnings per share when the most bullish analyst was looking for 4 cents. that allows for monster guide-up in estimates. increase the number of cars you're selling because the demand is so strong. raise the gross margin guidance. talk about global demand to create a multiyear product story. you offer cheaper financing costs to customers. because you want the car to be for the masses, just not just for rich people. something henry ford figured out when he decided to make the affordable model t for all people. and you make your point that the company does not need more financing. you have enough money. so there's no reason to do a secondary offering. offer new stock. as fabulous as this is for the company, tesla's last point, no new financing is most important. the shares available to public have been sold short, meaning that many, many hedge funds are betting against this company. hoping that tesla would lose

money and have to sell a lot of stock in order just to stay in business. raise some cash. that would bust the tight supply of shares wide open and make it easier for short sellers to cover their positions if they ever needed to cover at all. knots the facts that tesla matters is currently worth $9 billion versus $6 billion a week ago or really $4.7 billion a month ago. you might this is all financial alchemy, a bunch of wall street hocus pocus. but along comes morgan stanley this morning, a completely legitimate house, raising its price target from 47 to $103. and total validation of everything positive about tesla. something short sellers had no place left to go in the morning. they had been run over by a beautiful sleek tesla. let's put aside how great tesla might be, both the product and company. let's forget that the history of new car companies is checkered, at best. and instead let's talk about what's really driving this stock, besides an electric engine. the fuel-buying tesla's rally short sellers trying to buy

stock in order to maintain positions and nothing else. remember, when you're short a stock you have to borrow it first before you can sell to someone else. you also have to maintain that borrow, meaning that brokers maintain the right to say, hey, look, we can't find the stock to buy for real buyers, so we have to cover your short position or we'll just buy -- you've got it covered. or we'll just buy you in ourselves. we'll cover it for you. the buy-in. that's called the buy-in. the dreaded buy-in where brokers cover your short for you. when a broker does a buy-in on a short, he doesn't care what price is paid, even if it rips the lungs out. the broker must meet the demands of the buyer, and in tesla without a new supply of stock from a secondary offering, the company is now indicating won't happen, the shorts -- let's say they're in for a rough ride, must have been so thrilled, punctuated by the day it gave up the ghost this afternoon. see, the stock finally had a negative buy, so if you aren't in t you've got to let it simmer down. at this very moment, the bears are busting the buyout, okay and that's how i know that, because the stock went out so poorly the other night.

here's the bottom line. it's the short squeeze, not the engine, the sleek design or the numbers driving tesla higher. i like fundamentals. until more real supply can be found, get used to the craziness. this is the way things work and will always work in a crowded short gone wrong. jason in washington. jason. yo yo, jason. >> caller: b-b-b- boo-yah, mr. cramer. >> sweet. what's going on? >> caller: west port. what's your take on that? we have a bunch of shares, and one day i hear good news, the other day i hear bad news. >> isn't that it? isn't that the problem? it's a good news/bad news situation. i have a lot of stocks that are nothing but good news. there is hair on west port, i know about these follow i cannily-challenged stocks. this one has too much of it, and i like it as a spec, but nothing more than that. yeah, tesla is driving me crazy. the cars are beautiful. the engines are silent. are they powerful? who knows. what matters, it's a shorts versus long battle.

the shorts won today, but i sense longs will be back tomorrow. don't move. "lightning round" is next.

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before we start, i want to thank the fabulous robin hood foundation for the great honor of being part of their 2013 gala last night. do you know this gala raised an incredible $80 million to fight poverty? i want you to go to this website. www.robinhood.org for more information. and now, it is time! it is time for the "lightning round" on cramer's "mad money." it's about our calls, one after another. and then the "lightning round" is over. are you ready, skedaddy? time for the lightning round on cramer's "mad money." clayton in alabama. clayton! >> caller: how are we doing, jim? >> good, how about you, partner? >> caller: doing great. calling in today, because i've been doing a little research on the utility sector. and i wanted to hear your opinion on southern company. >> southern is a buy. so is aep and letter d and duke upgraded. i like that one too. they're all going down because

people think the move is over. i disagree. abby in new york. abbey. >> caller: hi, jim. what do you think about aol? >> i think tim armstrong put a terrific number up and people didn't understand it. and you ought to be a buy, buy, buyer of aol. adam in florida. >> caller: adam from miami beach. >> nice. >> caller: with new products getting ready to launch and massive insider buying from the ceos, opco health. >> i like it. a lot of people are second-guessing. you go to the university of miami, it's easy to second guess the amount of money he gave to that university. nancy in new mexico. >> caller: cramer, big boo-yah for you from the land of enchantment. what's your take on erickson air crane, we purchased as a spec last friday morning and up 15%. i know you don't turn specs into investments. what should i do? >> wow, you know what you ought to do? do some work on that. i don't know that one. erickson. you got the -- man, you got the jump on me. i've got to work on erickson air

crane. i thought it was a tell co guy. i don't know this one. let's go to lois in florida. lois. >> caller: yes, boo-yah, jim. i bought pinnacle. i couldn't get the ipo but bought in at 24. and it's gone nowhere. >> buy more. don't worry. new ipo, my charitable trust has been buying every time it dips. i think it's terrific. john in virginia. john. >> caller: jim, boo-yah from haymarket, virginia and thank you for making me money on a large number of stocks. i'm a fourth-time caller, and pin mac mortgage, down 2% yesterday, down another 4% today. >> okay. i'm staying away from all of the residential mortgage reads right now, especially finance. there's too much flux in the yield curve. you do not have my blessing to buy penny mac. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> the "lightning round" is sponsored by td ameritrade. coming up, burning rubber?

from farms to forests and construction sites, when wheels go off-road, chances are they're from titan international. but will its global expansion open new markets or make it overinflateded? cramer finds out in his exclusive with its ceo. er ] at his current pace, bob will retire when he's 153, which would be fine if bob were a vampire. but he's not. ♪ he's an architect with two kids and a mortgage. luckily, he found someone who gave him a fresh perspective on his portfolio. and with some planning and effort, hopefully bob can retire at a more appropriate age. it's not rocket science. it's just common sense. from td ameritrade.

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i have said over and over again that i have never seen another moment where companies and their managements react, react quickly, adjust to mistakes, disappointments, as fast as they do now. take titan international, gwi, the maker of wheels and tires for off-highway vehicles, tractors, combines, plows, planters, irrigation equipment, earth-mining, construction equipment. in the ag space, controls roughly half the market for original equipment tires. a third for replacement tires. 40% for wheels. so even though they're a niche player, they dominate. they reported a quarter that people thought was disappointing. stocks sold off hard to 20 and change. fast forward to april 24th and titan international reported its most recent quarter. the stock still stuck at around 20 bucks.

investors were nervous. but this time around, titan did better. sure, the company may have missed some of the headline numbers, earnings at 36 cents a share. revenues some people thought were light of consensus, although still up 24.9% year over year. much better than everyone and its cohort. in the three weeks since then, the quarter -- the stock has rallied back. it's rocketed up to 24 and change. i've got to tell you, i think titan has not only been forgiven by wall street but embraced. the stock is ready to roar. let's check in with maurice taylor, chairman and ceo of titan international. mr. taylor, welcome back to "mad money." how are you, sir? have a seat. you, my friend, are bullish on brazil and russia, as being the great new frontier for ag, and you've done some remarkable work about how you can figure out how big a market is. >> yeah, that's true. it's -- you look at it, and you just have to say, hey, they have the land mass. they have the people.

and they've got to move into the mechanization. and i expect it to come. so we're expanding, we're making acquisitions in both places and we'll dominate south america, and i believe we'll dominate the asian side -- >> pretty good. >> when we get in. orchl >> on the most recent call, encouraging data point, a factory in china that operated 20% utilizization and now filled for spring. can china considered back in growth mode for your company? >> no, i don't think china can. and the reason being is that the only reason people run to china is at that time is to get cheap labor. the chinese agricultural market, if you look, i produced a chart. there's three tractors per thousand farmers. so i'm too damn old to wait for that and let the next guys worry about it. but russia, i think, has got the

bases. china, because we made china. >> right. >> that's what i think. >> well, you know what, that's why -- i know sometimes you get in hot water. but -- and people were upset. you gave this thing about france. i think that what you were saying, france was a wake-up call. let me tell you how i view it. you say china is about to flood the world, wipe out all sorts of jobs in the west. no one ever says no. and the jobs they're taking away are people being paid too much to do too little work. >> well, i'm in a great state of new york, and in a city that's democratic. i think the biggest hoax is how everybody thinks that the democrats are for the working men and women. but it was clinton who recogniz recognized a nation. once you did that, you turned around and you're just gutting the middle class, manufacturing. everybody can't be as smart as yourself and a lot of the people around here. you've got to go work for a

living. and sometimes there's a lot of people who have great traits, great skills, who work hard. but you would like to get paid for it. so that's manufacturing. okay? and you mentioned my friends at france. yeah, i took on the french, too. well, france was never built on a 35-hour workweek. the fact is, people have to work. you bust your fanny. you're still here. you've been up this morning. you might make a lot of money, but you're doing it. and it's the same all over the world. and no one beats working men and women of this country. but these other countries that we decide we want to follow, it's nuts. and in france, the people are great. i have a factory in france. >> 12% increase in business. >> and they're doing good. they work hard. but they're -- they're over by the -- by normandy. but the one that was good you're going to sell me, it's a communist union.

and politicians play to that. and that's what happens. >> by the way, that is a communist union. it's not hyperbole. it is an actual communist union. >> i'm known to speak the fact. i'm not politically correct, okay? >> agriculture and minerals, both doing well for you. i was surprised. a lot of the deer e and cat people are very negative about mining. you're upbeat about mining. how can you be upbeat and them not? >> because it's a different arrangement. caterpillar looks at the situation of new machinery. all right? >> right. >> i look at it, hey, that a truck runs 12,000 hours, and you rebuild it. so you're not building the new mines. but gold, hell, you guys are all going nuts when gold hit 1,000 bucks -- well, what about those mines that dig the hole, and dig the gold? if it was great at 1,000, it's great today. and you're going to burn up the tires.

so if it moves, we make the product. the wheel, the tire and the track. so i would rather see everything back off the new mines, because the new mine, you don't use tires. you don't use wheels. you don't use track. so does it hurt the guys building the smelters? yes. but does it hurt the guys that are already digging? no. >> how about our country? where do you see it? are we in some sort of -- are we close to having a big commercial construction boom in this country? >> i do not believe that. i believe that this country, the working men and women, we have the resources. i mean, just showed on your program, they haven't done -- key stone pipeline yet. it gets so stupid. and then it's -- you look at your news today. irs, you turn around and look at state department. you go right down the list, the

problem is, you have the bureaucracy running itself. we have gone from having people take charge and be responsible and we turn it over on politicians. they're politicians because they talk. >> right. i know we have to cut you off but i have to ask this one question. what is the one country on earth that does it right? >> probably the closest would be switzerland. >> really? they got it right, with the combination of government and labor? they've got that right? >> i think they're probably the closest. but they're not big enough to matter. >> yeah, i guess not. >> second would be the u.s. >> okay. well, that's not so bad. best of -- democracy is bad, but the best of democracies. >> i believe, you know. >> thank you. maurice taylor, chairman and ceo of titan international. go read the report. this guy is taking over every single growth area in his industry, and no one is focused on this stock.

it is way too cheap. "mad money" is back after the break. coming up, bargain hunting. as this rally continues, it's getting harder to spot stocks on sale. tonight, cramer turns to the technicals of two energy plays that could be ready to get hot. when he goes "off the charts." [ musick ] i knew there were a lot of tech jobs available out there. i knew devry university would give me the skills that i needed to make one of those tech jobs mine. we teach cutting-edge engineering technology, computer information systems, networking and communications management -- the things that our students

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finding a stock that can go higher while also paying a

massive yield along the way, i'm calling that the holy grail of investing. beautiful combination of income and capital appreciation. but the holy grail is hard to find where the averages keep breaking out and set being new records. so many stocks that pay big dividends have already run because now the yields are small. that's why tonight we're going "off the charts" to search for that holy grail for high-yielders that have upside potential, even still. and we're doing it with the help of tony hanson, president and cofounder of trading from main street. as well as being my colleague at realmoney.com. my blog. hanson thinks she spotted two super high-yielders with super attractive parts, and both in the master limited space, an area we adore here on "mad money." pipelines are an essential part of the north american energy revolution i talked about so many times on this show. we found vast amounts of new oil and gas in this country in order to gather, process and transport all this stuff to refineries, you need to lay down a lot of new pipe.

in particular, hanson favors atlas pipeline partners. that's apl for you home gamers. and en bridge energy partners, eep, a lot of enbridges, this one is eep. the master limited partnership subsidiary of enbridge, the giant pipeline player whose ceo we have had on a number of times, most recently december. atlas pipeline yields over 6.15%. at these yields, not bad, right. but enbridge, roughly 2.75%. and because running a pipeline is a nice, consistent business, kind of like a toll road like the jersey turnpike, i think these payouts are safe. so bountiful yields, these two stocks also have terrific charts. let's start with atlas pipeline partners. check out this month's chart. after selling off sharply during the financial crisis, some hit, huh? it began in 2008. atlas rebounded hard, coming off the marketwide generational bottom in march of 2009 and from 2009 through 2010, the stock

recovered more than 62% of its losses. 62%, one of those ratios we talk about "off the charts." and then it stopped. volume dropped off. see the volume down there? and for the last couple years, atlas pipeline has basically been catching its breath. zzzzz. trading sideways in the 30s. however, this picture looks a lot like a cup and handle pattern to hanson. that's one of those reliably bullish chart formations around. you get a big cup shape bottom followed by a pure consolidation there where the stock trades in the tight range, looks like a handle. after the stock breaks out, you typically get a major move to the up side and hanson is now seeing signs that atlas pipeline could be coming back to life. signs that indicate a serious rally may not be that far away. atlas has been stuck under the 36 level for some time but the last two weeks the stock has broken out above the level, and jumped all the way to $38.37

where it went out today. hanson thinks this stock might meet some resistance at around 40. there is your resistance level. the high end of the trading range over the last two years. but once atlas clears that two-year hurdle, she believes the next stock could be around 45, possibly followed by a move up to 50 or fitty on the trading desk. one more point on atlas' monthly chart. the recent period of congestion we've gotten here reminds hanson of a similar period from 2001 to 2003. so go back in time here. where atlas rapidly declined. and then flatlined. for the next two years. after the congestion ended last time, the stock wore it higher, rallying for the next five years. so what she is saying is, this is going to be like this, and it's going to assembled the thing to the moon. so hanson likes atlas here for certain. but while she eventually expects the stock to break out to the upside, she also acknowledges it might take some time for that breakout to happen.

however, hanson has no problem being patient with this one, because atlas pipeline is paying that 6.15% yield while you're waiting for the breakout to 40 and maybe 45. how about enbridge energy partners. on the monthly chart, you can see that enbridge energy rallied hard from the lows in 2009, okay. we got right there, again, another one of these horrendous dips. but only peaked in 2011. since then, the stock has had two big declines off the 2011 high. hanson knows this has been a pattern with enbridge energy in the past. remember, we're always looking for patterns in "off the charts," where a correction comes in two waves, not one but two. we have seen it three times before on this monthly chart. wave one, wave two, one wave, wave two. and the second wave of followed by an incredibly strong rebound. now check out enbridge's weekly chart, okay? i like to switch the timeframes here. hanson believes the momentum has shifted in favor of the bulls here. the turning point came with this

w-shaped pattern. we know that's bullish. that pattern we like so much. ever since that w pattern, the stock has been consolidating, trading sideways on higher volume. there is the higher volume, okay, which tells hanson there is more buying interest and en bridge could be poised to break out higher. the stock is currently at 28. $28.98. meanwhile, en bridge has that floor of $28.50. the one issue hanson sees, a potentially strong ceiling resistance at 33 to 34. you know what, i'll take that. that is where the stock peaked in 2011 and 2012. so if enbridge can rally 40 cents from here, hanson thinks you can catch a quick 10% move higher. and if the stock breaks to 33 and 34, that ceiling, sky is the limit. in the meantime, enbridge energy partners is paying you that terrific 7.25% yield to wait for this thing to bust out. so here's the bottom line. as an investor, there is nothing better, absolutely nothing better, than a stock that gives you both a humongous yield and the possibility of major up side. right now we know atlas pipeline

and enbridge energy have bountiful yields. and these stocks could both be ready to rally and rally hard. after the break, i'll try to make you more money. for over 125 years we've been bringing people together.

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hey, listen. it may seem an honest deal, but making money, it's never monotonous. i like to say there is always a bull market somewhere. i promise to try try to find it just for you here on "mad money." i'm jim cramer, and i will see you tomorrow! good evening, everyone. i'm larry kudlow and this is "the kudlow report." a very rough 48 hours for team obama. the hard questions for the white house just keep coming. is his whole second term going up in smoke? we begin tonight with the growing irs scandal, which has the administration in full-scale damage control mode. and just over an hour ago, the highly anticipated inspector general's report on this was released. cnbc's eamon javers joins us with details. good evening. >> good evening, this is the report you're talking about. it's a report from the inspector general, who deals with the irs. let's walk through a couple key