last week. 150,000 in july. i think it's going lower. >> oracle, we talked about it earlier. i think it has stopped going down. >> i'm with fennerman. >> i'm at 5:00. mad money 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 working summer and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to mad money. i'm just trying to save you a little money. my job is so educate you and teach you. so call me. your biggest enemy in this market is an unseen enemy. your greatest foe here is not

europe, it's not china. it's your fellow shareholders who were breaking ranks with you and that's why the dow sank 140 points today. s&p tumbled 1.12%. nasdaq gave up 1.09%. so tonight in homage to the downturn, let's talk about the departure of your fellow shareholders and what it meeps for you and your portfolio. let's talk about the weak hands. the worrywarts. and the people who are bolting, who together have made owning stocks -- >> the house of pain. >> which of your brother and sister stockholders should you be afraid of? first, there are the ones who

shouldn't be made stockholders. thought they could hide names like clorox and kellogg. what they have is cash. enough to grow their businesses with line extensions while paying shareholders bountiful dividends and buying back a ton of stock. that's part of the compact when you own these companies. problem is these stocks were yielding 4% not that long ago. and because of buying from income seeking investors, the group rallied so hard their yields dropped to around 3%. the level where these stocks are no longer competitive with bonds when you calculate risk. so this has become a major issue. these stocks are now going down a heck of a lot in principle. the share price and their bigger yields protect. you buy one of these, you're buying a stock that can have 10%

declinement. that's not enough. it's a total mismatch. it's kind of like ensuring a million dollar house, okay, that's a million dollar stock, for $30,000. hence why the people who bought these stocks for little less than a year are panicking. these are unseen sellers and they can really hurt you because they never really knew about what they owned in the first place. they were with the lender and they thought it was like you know, ten feet wide. the earnings, well, let's just say it doesn't matter. second group of sellers are the sell what you can. not what you have to mob. these are fund managers that were reaching for yield, this time, overseas, emerging and thin markets, now, they're getting hit by a strong dollar. the yield doesn't make up for the risk of a tide currency. the problem here is if these people don't think they can sell them to quickly, they need to

raise cash and meet redemptions for the shareholder and sell the most liquid market, which raises money and keeps them in the game. they are meeting the redemptions and crushing you with their plan. there are other big names, that makes sense. that's all over the place. you see these play out every day. stocks like adt, proctor and gamble. they moved enormously, but are short on yield. you give it back. i regard these sellers are rational. next to the sellers, those who bought american companies, china, more on these later. all the china trade place. the makers of mine equipment, the rails who carry equipment like norfolk southern, i don't see any way they can turn them because they have a double whammy of no from china and none in the united states either. brick by brick, this group's being undone for the first time

since they coined the acronym and that is just annihilating. then there are the people who are selling anything linked to home. i got to go get one before it's too late. the problem today, may not be focused on rates. rates have risen so fast that too many people feel like, i got to pass. missed my chance. that's why the housing complex is so cheap, but it doesn't matter. and the stocks are all tremendous shorts. all of them. another set of sellers, because they see coming. they believe that numbers are going to be affected by this turmoil. first, the price of aluminum had collapsed. many said it couldn't go lower. then it does.

you have to beat these people to the selling punch and that's what's happening with those names, so that seller who suddenly don't feel so rich. the word their house is going under value and they don't want to put any more money in it. that's caused a buyers strike in anything. then there are the sellers who fear the fed pop-ups. the fed vefr won't let up and think the rate should go up now. something that would be totally devastating. the etf buyers are without a doubt a panic beyond belief group because they thought they were safe. they don't want to buy anything now.

where is home? >> the house of pain. >> how about now? well, go into cash. that's just another enemy. they looked at the world a week ago and got long to say how bad can it be. they were early in my part of the world, early is plain wrong. those who figured i got to get out, the market's cheap versus historical were worth a shot. and compared with bond yields, it's the ladder that's come into play. so, these people are being blown out left to right.

been bought using margin or atfs, it would allow them to capitalize on the suppsue per bullishness. those who are using the and i quote, i can't get back in with any end quote strategy, they're your buds. your pals. these people have patience and time, however, they're not going to commit new capital until they know this quarter closed in terms of earnings. that doesn't make them your enemy unless you're playing with borrowed money and if that's the case, the cavalry will not get here in time to save you. here's the bottom line. as long as the unseen enemy

wages, unseen that is by except pi those who watch that tnx that i told you follow, you're not going to be able to fathom when we will get the all clear sign. most likely when we are oversold. 3%. that's phenomenal move, really. 2.6 right now. it can be very lucrative just a few weeks from now. on the cusp of being your enemy. bob in georgia. bob. nice. >> my question is with the home depot supply, that's a spin off, is this a good time to go after

an ipo with the housing and construction industry so vacillating? >> this is one where they're going to have to you know, i know, i don't want the pun on this. if this is priced correctly, it will be great. if they understand the chaos out there, it will be great. if they try to make too much money from the sellers, it will bomb. we have to get closer to that before we make a judgment. we don't know what the price is going to be. investing with the enemy, let's make it clear. your foe is the higher interest rates and everyone who's worried about them who owns your stock. they are not to be trusted. we'll be right back. >> coming up, invest in america. all this week, cramer's looking at what is driving our nation forward. tonight, our oil and gas revolution has been fuelling economic growth and moving us towards energy independence. but which of the stocks that could still power your portfolio higher. and later, ink fading?

the stock of this printing play is all but scrapped at the market moved to new technology. cramer's finding out if it could be about to fit you profits. all coming up on mad money. ♪

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looking at the across the board red today, the weakness in china and europe and brazil, it hit me. you may not believe it, but the united states of america ♪ just might be the strongest economy in the world right now. that may sound like faint praise, but it's true. while the rest of the globe

struggles, our country's experiencing a renaissance. that's why this is invest in america week here on "mad money." we're going to be focusing on high quality american companies and make them think our economy is improving. this is the thing. it has everyone worried. it's what's causing the stock markets around the world to get hit. the better things get in this country, the more likely it is that ben bernanke will stop his bond buying support. that's been keeping interest rates low across the board. frankly maybe thinks they're so good that interest rates are going up, but maybe everyone's panicking. we're the best ship in the ocean. we could go off life support before year end because of this. now, i think it's short sided that people are upset about ben bernanke. the only reason bernanke would

take us out of life support is if we don't need it anymore. if this happens, the companies that do better when the economy improves are going to soar and to get to that moment requires swimming a channel that's like today. so tonight, i want to start talking about america's industrial renaissance and to do that, we need to begin at the beginning. it's begun with energy. finding more energy than we knew. one of the things that's making our country increase to do business is that we have discovered so much new oil and gas in north america. that prices on this continent with much lower than in the rest of the world and this makes up for the fact that we tend to have much higher labor costs and tougher environmental regulations that don't allow businesses to pollute as much they want to versus mexico, versus china, versus southeast asia. okay. we're constantly talking about the huge oil and gas discoveries

that are and will be game changers for many years to come. i just want to look at the oil side of the equation of u.s. energy information. we're going to get to the other side. u.s. emergency information says we have 40 years worth of drill ng our major oil bases with greater visibility than at any other time in the last four decades, so who's going to make out in h portion? who benefits directly? first of all, if you've got 40 years worth of drilling, that's real good news for a driller. for an oil service operator like halliburton. it's integral to the drilling process. tremendous amount of expo shoour. coming in at 66% of the company's revenues. the onshore market bottomed out the fourth quarter of last year.

halliburton expects another 80 or so to be added by the end of the year. it's starting to come up again. plus the whole dlomestic oil bom is about using new technologies. halliburton is integral to fracking and they should have terrific pricing power in this business in 2014. on top of that, the company's been buying back shares to the point where they could require 5% by the end of the year. it's a really good sign. because hall hasn't been repurchasing that much stock over the past four or five years. i regard this as a very positive tell. remember, we met a terrific executive and he was talking about how fabulous that was for hall, but prices peak and we got hit. houses are coming back now. now, once you get the oil out of the ground, you need a pipe. got to take it to the refiners

and that's where kinder morgan energy partners. this is a long time cramer favorite. the largest player in the united states with businesses operated like a gigantic toll road and a fabulous match routine created by rich kinder. lately, kinder morgan has gotten slammed. fell from 92 to 77 at one point today. part of the partnerships that have fallen from grace. at this point, i think k and p has done enough that it's safe for you to start a position. stock yield 4.5% at these levels. the latest quarter was excellent. they said they were going to have to raise the distribution. i think you want to use this week as buying opportunity. the chart said it could go as low as 76. i think kinder morning, purely a buying opportunity. it's given a 153% return since i

started recommending. and in april 2007 and i don't want it will start letting us down anytime soon. you bought some at 90, buy some at 80. some stocks do last and are for the feature. next, you want an oil field technology play. i started recommending this stock in february of 120. i bet the stock still has plenty of room to run. core is all about using technology to help oil and gas companies figure out where to tril and how the squeeze the most out of existing reservoirs. companies build out a nice u.s. business that represents 30% of all u.s. sales. all these shale plays, they wouldn't be worth drilling if we didn't have the science to make them economical. core labs is the scientist of the oil and gas businesses. there could be two other big shales in our country. how about a straight up oil

producer. one of the largest and best in the country. even more important, equal for shale in texas. the two biggest discoveries more than a generation ago. it was fantastic. highest drilling rate of return in the company's history and a 33% increase in oil production. now, the ceo is talking about what could be the next big oil find. the delaware basin in west texas. also in a bit of new mexico and i think this could be huge for them. finally, it's worth mentioning we're producing so much new oil that our infrastructure can't handle it, so companies are finding all sorts of ways to transport the stuff by barge, truck and rail. i like the rails. in large part because they are slap happy with only four major players and in particular, i like union pacific because the company has gotten aggressive about shipping oil. last quarter, union pacific's oil buying rose 11%, doubled

year over year, that's incredible, people. down to the refineries, the gulf coast and up to california. you get the oil to the gulf into california, it can be sold at higher international price is versus the lower intermediate prices. plus, union pacific is a western based railroad. the long-term prospects are looking brighter by the day which is why i like halliburton for oil service. kinder morgan energy, core labs for oil so you can find out where that oil is. eog resources, the lowest finding costs and union pacific for shipping it to places where the pipelines either don't go or don't have enough capacity. staff in oregon.

>> how are you doing today? >> good. how are you? >> i'm hanging in there. i bought it at 28. now, it's 38 and change. i was wondering if i should buy more, sell or hold. >> i don't want you to buy. no. i mean, honestly, i think that you've got a really good game there. it's up 20% for the year. i would probably sell a quarter of my position. i still think oil's too high versus the rest of commodity, so why don't you make that move. frances in illinois. >> boo-yah, jim. my husband just loves your show. >> tell him thank you. my question is with the energy revolution taking place in north america, what do you think about amlc? >> okay, this is -- i don't know. i've not done enough work on it. i believe that owning individual mlps is a better do though. that's why we spend so much time

identifyingi ining the better m. why do i want to own an etf that has good and bad when i can select the best? oil. ain't that america? you bet it is. we're investing in america. you will not believe the guest we have and right now, the sub text is the domestic energy renaissance and what it's meant. after the break, i'll try to make more money. announcer: where can an investor be a name and not a number?

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the china trade. it feels over. it feels done for. >> boo. could be just history. i don't know. big problem. china trade has been an inspiration for years and years but now that it's unwinding, it's crushing the stocks. dozens of companies. any company that made end roads to china given its supercharged rate and any company that sold commodities was in amazing shape. there was no end, growing and

growing, the great migration west, east, 400 million people. but now, they are no longer growing at that pace. i don't know if they're growing much at all. 6%. i know. relative. that's not what it counts. relative and i think it's time we see them fall out. still be growing 6-7. first, we had the machinery. with endless orders, china was an annuity stream for cap. not anymore. caterpillar stock is now the cheapest. got to be a huge share in china. let's call it a tail wind to a

head wind. we always figure if our country were to start burning less coal, then our coal companies would be bailed out by the chinese and the demand for energy. somebody the president. epa. and environmental groups are gutted for coal. swamping by utilities and natural gas by environmentalists to stop new coal exports made it so there's no place to put our coal resources. meantime, coal to china, i don't know if it's going to happen. that means the coal group has become a pinata for coal maybing. pea body's been crushed and i'm tired about their debt position. i don't trust coal. a lot of people choose to ignore the coal trade. inventories have gotten lower,

the rails. these companies we do not have enough business although i do like the magnificent -- then there's the power business. part of the business that i'm worried about could be china. what i bet will be a slowdown in china. we know young businesses, a health issue there, but worrisome given how much they love kfc. question is, will starbucks see the same thing? last time, chinese business was incredibly strong. it was blowing. now, we'll need to wait to see

if that's the case. there are many reasons why factors does produce more. it hasn't shut down and turned out coal to import. i think you'll see that weakness where the concern is copper. it's a fiasco. don't know where to put the copper either. sell, sell, sell. that's what off setting interest, but in a true chinese clause, what we should expect,

buyers. general motors has moved so aggressively that the company might call tso. the people's republic is now fault of market for gm. that's now all in jeopardy. you can't have the autos just rely on latin america in europe. if you're gm, you supply won't make enough money. china is that crucial to them. but china's not good. when chinese make too much, they flood the world. that's the way the chinese play. that is their way. nobody stands up to them. so every steal company gets hammered. same with iron players. cliffs resources is is the one, clf. that's a nasty chart. what about tech in china? well, for apple. the key to the massive deployment of smart phones is china. but they've rubbed china the wrong way, so apple's chinese sales are simply unimpressive.

numbers keep coming down. the consumer package group, numbers are are always trying to crack into china, which of course this week had done their best to play up their chinese exexposure. right now, china's not doing it for them. china picks up, yes, china doesn't, no. how about the casinos? oh, my, the kai casinos. las vegas sands. lvs. wind clobbered. hearing about a potential slowdown in china, how about imax? they're putting up movie houses, that growth slows too in a scenario. plenty allowing chinese to boost their earnings, including

technologies in boeing as owners have been terrific. they need those orders, which is long-term to stay real. but they, that won't happen at this pace. general electric and travel trust owns it. big builder of travel plants. no more plants equals a potential falloff in orders. same with emerson electric. i'm even worried about chart industries, which plays a terrific play. remember the natural gas, does have a huge business in china. that's what made him shoot the lights out the last quarter and i'm going to be sensitive to the slowdown. you want some real irony? the best performing new stocks is the fact google, riddle me this. what does google have that the other companies don't? zero china. that's right. political concerns kept in the people's republic, so we don't have to hear about chinese weakness when it comes to google. china's growth matters tremendously. it's the pervasive issue. riddled with american stocks

like a chip that's gone haywire. it does explain a lot about how difficult it is for so many part of this market to expand if china goes off the grid. in many ways, american manufacturing might need this outlet to make its numbers. china's hurting the u.s. and if they don't get their act together, i suspect that we'll see another decline when all these companies report and tell us just how lost china is. lost as surely as general stillwell and the state department did indeed lose it in the late 1940s john in pennsylvania. >> so happy you took my call. so delighted to hear from you. after this morning's news, i don't know whether to keep it or not. what do you think? >> no. i want you to sell it. simple as that. i don't want any chinese stocks. i think that country's in a multibear year market and we are not through the worst of it.

i know that sounds unbelievable. i just don't trust the chinese stock market as a value, as a business. that bull has left the china shop and that matters to american companies and the weakness in china is taking a toll. let's hope it goes back to being fine china some day. don't move. lightning round is next. i want to make things more secure. [ whirring ] [ dog barks ] i want to treat more dogs. ♪ our business needs more cases. [ male announcer ] where do you want to take your business? i need help selling art. [ male announcer ] from broadband to web hosting to mobile apps, small business solutions from at&t have the security you need to get you there. call us. we can show you how at&t solutions

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today. liberty mutual insurance -- responsibility. what's your policy? it's time. lightning numbers. come to the lightning round. fred in new york. fred. >> i want to give you a special boo-yah and a shoutout from the greatest place in new york. brooklyn, new york. i want to talk about my stock. world wrestling entertainment. >> it's had a decent run this year, but i don't see a lot of growth. i say cha ching.

austin in new jersey. thank you. >> wants to know if -- a good long-term investment. >> i like the airline business. i think it's good. all coming back down. robert in new york. >> hey, jim. this is robert from brooklyn, new york. >> i'm not crazy. the liquid crystal displays, go with the sporting good quarter. dary in texas. >> boo-yah from the lone star state, jim. >> great that you called. how can i help, chief? >> rdsv. >> i like royal dutch. the cheapest of the majors. let's go with wally in colorado. >> hey, boo-yah, jim. listen, i've got to tell you, i followed your advice.

i am enjoying a very, very fine retirement. it's been a lot of time with my 4-year-old granddaughter. my question is what do you think of prospect capital corporation? >> it's got that really high yield which means the red flag and a lot of the higher yielders have been trimming that thing, and i'm going to bless it. i've known for years i'm going to bless it. gray in california. gray? >> i tell you the jim cramer and -- awesome. >> fabulous. thank you. >> and a big boo-yah! >> boo-yah back at you. >> and california -- >> chevron. holy cow. great major oil companies in the world. go to jim in massachusetts. jim. >> yeah, hi, jim. boo-yah to you. >> right back. >> we all love you and your

show. >> thank you. >> and i thank you for taking my question. >> thank you, jim. listen, soft bank is buying, predicted that some companies and the shareholders can sell their shares in one of two ways. either to accept checks or to receive shares in the new sprint company and i'm a shareholder and i was wondering what i should do. >> get some stuff, i want to own. the new split. i think it's going to be terrific and so i want you to own that stub. i think it will be fantastic. marilyn in florida. >> hi, jim. boo-yah. i'd like to know if i should hold or sell. >> ring the register. both want to do something, but both involve loading the company up with debt. i need to speak to ken in california. >> boo-yah, jim. >> boo-yah.

thank you for what you do. i've got two quick questions. what do you think of -- and the second question, what happened to the investors that ever sold aig. is their stock 42-43? no. first split, so fraction that. government took over almost the entire company. sun trust is a terrific buying. you can get it at 29. i would pull the trigger. ♪ [ 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.

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sometimes you'll see something that seems so senseless, makes you want to scream what the heck is going on here. because we had one more offer, take a look. i'm talking about rrd for you.

a company that i have gotten a ton of calls about. r donnelly is an industry most people forgot about. company's a commercial printer. who reads stuff that's printed on paper anymore? didn't e-mail and ipod destroy this? this industry should be done for, but it's not. in fact, commercial printing is still a $110 million business here in the u.s. that's a lot of money. why the heck has rr donnelly the largest commercial printer in america rallying 45% year to date? how's it have a battle for 8% yield? can that be trusted give p the industry's decline? books, directoriedirectories, f labels all which lead to prices. the bears see the companies under liability and they work. so, how is has this stock

managed so hard to work in 2013? the clients haven't been as bad as 2012. it's a change. plus, r donnelly has a lodgistics business that are holding up better and the company has become a trusted indicator. in fact, if you want to know what's behind the return from the dead, let's start with the fact that company's metrics looked like they started improving across the board, plus, the company has landed some major deals. here's the deal. sure, a commercial printing in general may be decline, but this is a huge and fragmented industry and r donnelly is the largest player in the group. might have another 1.7 billion in liability and the web may have made the business obsolete. none of that seems to be stopping rd's stock from rallying higher though. but you know what? while r donnelly's never going to be a tour for charge, company seems to be just fine. we're looking at a business that can generate 1 to 3% organic

growth, but acquisitions could add another percentage point or to. it's now a company that's growing very rapidly. how come r donnelly is not in decline? well, for the largest with 60,000 commercial customers. can you believe that? while commercial printing might be on a major down trend in general, this is a hugely fragmented business where the top 400 players control the market. for example, r donnelly's the printer that serves 100% of the fortune 100. the sweet spot in the industry is serving mid to large size corporations. while the web is making this necessary, the truth is big companies still generate packaging and labels. it's not like these guys are blind to where the industry is headed. they know digital is the future. that's why the company has an ebook business and then distribute those ebooks. plus right now, r donnelly is

aggressively trying to grow the number of products it sells. from 6 to 10 per client. so the company's squeezing more business out. think about that. when a business sets up shop with call centers in asia, that requires more communication. you need to communicate with people a half a world away and you're constantly shipping things from the home office and vice versa. that's part of the business. meanwhile, the companies get aggressive about taking out capacity and cutting costs. they suspended the 401(k) matched employees. it's good as a shareholder. other post retirement benefit plans have cut back. they've also been moving operations overseas, where it is cheaper to do business and yes, you get it. china. in short, the reason r donnelly stock has risen from the grave is that in 2013, the company's

been doing a lot better than anybody imagined. the report -- people were stunned. stock rallied 15% of the news. yes, i'm calling it safe, 8% yield. a buck 60 per share, plus the company's throwing off cash. specifically between 500 million. $3 of cash flow. again, that's almost double. here's the bottom line. sure, the commercial printing business is long-term decline. absolutely, but this sfri is so large and fragmented that a high quality operator like r donnelly can thrive if they come on the show and keep paying to its shareholders. the stock has rallied and never should have been down so much in the first place and believe it or not, i think it's a buy if you're looking for a slow and

steady business with a slow and steady huge yield. back after the break.

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the wrong markets. i think our stock market's not good. i see only a handful of groups that can witt stand this for now, but it's the foreign markets that are really hurting here and we can't insulate ourselves from them. we can't insulate ourselves because there were so many knuckle heads reaching for yield. that we have to endure the whole painful unwinding from all over the globe because of these morons who reach for yield. does anyone think that brazil isn't falling apart. especially with the world's richest man and some sort of unraveling that seems to impact the brazilian stock market? it's breathtaking. an amazing fall from grace and of course, there's china. did ben bernanke see the pmi falling when he planned his exit? so he had been crushed from the outside as well as within. i was struck by the fact that except for a scattering of

insurers, a handful of regional banks and banks every one of these stocks is broken. that group is so bad, i have to believe that they're going to go bankrupt. and that's a recipe for a wipeout. so it plays out dutch boy even. fingers in the dike. have you heard of people in the philippines yet? indonesia? thailand? all those could be a source of amazing financial stress when we wake up tomorrow morning. communist, fascist, will companies will nationalist? i don't know. will the olympics be canceled? heck. that would be something. all these questions should be on your agenda. when the tenure goes to 3%, then there will be no reason to reach for yield outside the bond market and everyone but the people who just road those prices down will be flocking

here taking advantage of the higher rates. so even when the rates settle into so much higher level, the turmoil goes on until people realize the stocks in our country represent great value and should no longer be sold. in the meantime, brace yourself for a wild ride. [ moaning ] [ french accent ] antacid! sorry, i have gas. but you relieve gas, no? not me... that's his job. true. i relieve gas fast. [ male announcer ] gas-x is designed to relieve gas. gas-x, the gas xpert. [ whirring ] [ dog barks ] i want to treat more dogs. ♪ our business needs more cases. [ male announcer ] where do you want to take your business? i need help selling art. [ male announcer ] from broadband to web hosting

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patience is a virtue. i'm jim cramer, see you tomorrow. another wild day on wall street. the dow falls as far as 248 points then almost comes back to the break-even point before closing 140 points down. this market still rocked by the fed's de facto tigening. the rise in interest rates and now new negativity on second-quarter profits. we'll get through all that in just a moment. but there's something else in play. something like china, for instance. beijing tightening credit, pulling back hard on lending. so is this policy leading china into a recession? now we have the u.s. and china both in a tightening mode. it can't be good. and here's another potential blow to stocks, the economy and jobs.