>> google has been a massive beneficiary out of apple. that's going to reverse. >> i like them on the heels of joseph banks. tim and his wife have a big appointment tomorrow. >> thank you. >> the moving rates i think rat go higher. >> don't go anywhere. "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 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 some friends, i'm trying to make you a little money. my job is not just to entertain you but educate you so call me at 1-800-743-cnbc. bailed out by europe. bailed out by china. bailed out by japan! i'm not kidding. that's what on today the averages dipped in the red and rebounding, dow gaining 31

points, nasdaq advancing .39%. yep, i thought i'd never say this again, but this market is being, are you sitting down, are you in front of your tv set, your laptop, desk top, mobile phone, sit down because the strength is from -- overseas. that's right. r.o.w., the rest of the world and not a moment too soon. it's time to face some facts, people. while the economy of the united states is slowly grinding, getting a little better, not so fast we lose the fed's help as we learned again today with another fed head saying good things, the economics overseas have truly started percolating and they have shifted in wall street from being head winds to tail winds. and the absence of real leadership here as i said last night, we can take a cue from over there. for months now, people are doubted my call that europe has turned, but the strongest markets of late have been spain, italy, greece, ireland,

portugal, all up double digits since june performing substantially better than the united states. two years ago, we were worried that spain was going to default on its debt, now the debt is a worldwide favorite. it was supposed to be so dire, well, 2/3 complete for 2013, greece is running a surplus for heaven sake. those people who bought italian bonds who caused the dow to go down 400 points in a single session 19 months ago, well, they've made fortunes. the euro, is now doing remarkable, bottomed a year ago. the reason the strength in the euro has been attributed to worries about the u.s. economy. please, that's just the press being too negative again. it's europe's strength. not u.s. weakness that's driving the currency. the turn in europe is happening so swiftly that u.s. companies just reported beginning to see the strength, only in the mid part of the quarter. that's right, they saw the strength only in mid quarter taking companies so by surprise, they're mostly in disbelief. mostly the gigantic auto companies like ford and gm. they didn't anticipate this turn around. the tech supermarket with

business in europe will tell us the same thing when we speak to them later in the show. how much do i believe in this european turn? there are still plenty of skeptics out there, i like that, i am not one of them. my charitable trusts have been buying outsized position in vgk. trust has also bought a ton of ebay, which is the u.s. company this quarter that complained the loudest about european weakness. don't forget the europe's use for google and apple. i am a big believer that this is an important breakout quarter for google. it's been languishing because of the rebound in europe and, please, please, never forget that apple's got an amazingly outsized business in the continent. right now, apple's getting a boost from the news that carl icahn is taking a big stake in the company. carl icahn is the leader of this particular moment in the market. you know what, i think it makes sense to follow him, the stock's cheap. there's a new iphone around the corner, i've never heard expectations so low for a new apple device ever. already they're calling it a

flop. no one's seen it and it's a flop. when the stock got crushed down below $400 and analysts cut the price targets and many of the price targets are below where the stock is trading given the 27% run from the low in april, that means one after another, these trend followers are going to have to raise their price targets again. yeah, i know the business is that stupid. but tomorrow morning, you're going to hear, buy, buy, buy. going back to $600, buy, buy, buy -- i'm not kidding, european banks could be the best speculative plays of all right now. ubs and barclays, they raised the capital they need but they're still despised. my two favorites, bbva, a huge spanish bank that was supposed to be at death's door and they hated rbs where i am constantly berated on @jimcramer. come on, cramer, it's a ward of the state. i want that ward. i think these can be gigantic stocks the rest of 2013. i think these two stocks can go much higher before they reflect all the good news or get any

serious institutional backing. plus, you know, bbva and rbs have very big and very profitable businesses in the united states that aren't factored into the valuations. i don't know how you can stay away from both these two. how important is the turn in europe? it's terrific news for -- china. which ships 24% of the goods to europe and it's been a black hole for the chinese. china's been trying with mixed success because europe's been terrible at trying to shift things. these efforts have caused the chinese economy to slow down bit by bit. i'm calling it chinese economic water torture. but the turn in europe has arrested decline in chinese growth and it's begun to take the hard landing off the table. and it's why we're starting to see some positive momentum out of the chinese stock market. the impact, the worst-performing stocks for much of the year, the minerals and mining stocks have now become the best in show. later on this show, we'll hear from chart industries, a company that's seen a dramatic acceleration in equipment orders from china. so has cummings, and you

wouldn't know it, just when caterpillar has finally guided down to the bone, its short-term view of china, the people's republic might be coming back. we've seen huge reversal in mineral plays i've seen like like vale and joy global which no joy in global. but right now, prices seem to be going higher. by the way, the price of oil stopped going down. i'm calling that china's impact too. lots of people playing japan. they get disappointed when they see individual macro reports showing the turn isn't happening fast enough. but when you talk to companies in the u.s. that do business in japan, companies like salesforce.com which you know i like, you get an entirely different picture of robust orders and a sense of hope. now, i have to tell you, these head winds to tail winds are happening at the right time. we seem to be rapidly losing some of our strongest props to our own economic recovery. i feel housing's plain shaky. i hate the way the stocks were acting. i think mortgage rates may be ready to go another round higher. the rates are back up. housing's still very affordable,

but not nearly as affordable as it was in europe and california. higher mortgage rates are going to cool things. yesterday sysco missed numbers guided down. talk about a step down in consumer spending. people aren't going out to dinner as much. we'll talk about the battle going on within jc penney and how bill ackman resigned from the board after playing a big role of destruction after hiring ron johnson who was a one-man wrecking crew. maybe we're missing the big picture. what happened if penney, heaven forbid, can't make it? do you know the ramifications of a rise and fall of a retailer that big? they will move the needle on the slowing of the economy. and then there is -- shocking news that the justice department's going to block the pending u.s. airways/amr merger. the linchpin in the rallies because of the seubsequent rise

in airline prices. counting on the justice department maintaining the rigorous and aggressive rip van winkle stance toward all combinations of business no matter how hurtful to the consumer. news is devastating for airlines. and excellent for the aircraft companies which is why boeing spiked so hard on the rejection. as soon as the news came out, boom, boeing took off. well, now you've got a couple of airlines that can buy more planes and one airline company would be. believe me, you don't want to lose the transports after you've already lost housing. those were two of the biggest pillars on the beginning of this rally. that's what's so important about this shift in the fortunes of europe, china and japan. just when we're losing some of our best domestic props. here's the bottom line. i can't believe how many times our born in the usa rallies have been squelched.

now we've got a remarkable turn where we least expect it. and on days like today, days when we should have been down, the rest of the world saves us. not a moment too soon. harry in florida. harry? >> caller: hey, boo-yah, jim. >> yo, sunshine, what's up? >> caller: do you think there's hidden value in amazon given jeff bezos' personal acquisition of "the washington post"? in other words, could this be the corner stone similar to google's news app? >> no, i don't think so. i mean amazon, the web services business, the amazon -- there's so many different amazons right now people don't realize. there are lots of different growth businesses within a growth business. and i think he will revoluti revolutionize newspapers. i think he's too brilliant not to have a new model. these guys are like game changers, but no i'm not going to buy amazon off of that. i'm going to buy amazon because of the incredible retail momentum and taking over the world. it'll take over europe the way

it did the united states. i want to own amazon. john in california? john? >> caller: jim, love your show. >> thank you. >> caller: out here in sacramento, we love you. i wanted to ask you -- i talked to you a while back about dole. now it turns out he's buying me out, it's buying me out at $13.50. should i take the money? or do you think there's more room in this sector? i had delmati, they sold out. in this sector, what do you think is the best play for what's coming up in the future? >> well, first of all, ca-ching ca-ching on dole, we've gotten all we're going to get. the pin action off of dole. smithfield already happened, smuckers moved, campbell's hasn't moved as much even though they've been on fire. maybe we do some campbell's. i think that could be the right one. paul in my home state of pennsylvania. paul? >> caller: boo-yah, jimbo. >> boo-yah, chief. what's happening? >> caller: time warner, beat second quarter earnings on top and bottom line, raised

full-year guidance, grown eps at mid-double digits. 14 1/2 to 15 times next earnings. what's your outlook for the next one to two years on time warner. >> you called me a great american once in an e-mail, great american demands you to come on this show. i've got to tell you, paul, i think time warner's not done going up. i think it can go up much higher. did you see viacom? it's not nearly as good and keeps going higher. welcome to "mad money," not yet. but you'll be here. well, wonders never cease. it's true, we have international love going and not a moment too soon. "mad money" will be right back. coming up -- milking it? the dairy business isn't the cash cow it once was. soy and almond milk are now all the rage. is it time to pour some assets into whitewave foods?

cramer's talking to its ceo. and later, jaws of steel. ditch the fish, shark week is over. but chart week has just begun. tonight, steel has been weak this year, cramer's diving in to see if this cage now has the strength to withstand these chart infested waters. plus, fueling the future? foreign demand for american shale gas helped chart industries crush the second quarter sending shares to a new high. but can it keep pumping out the profits? cramer's exclusive with the ceo is just ahead all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com.

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you know the natural and organic food stocks have been on fire this year. but there's one name in the group that's been a little laggard. i think it's time for this stock to play catch up, called whitewave foods. a business we've been behind, the big milk distributor before it was a publicly traded company on its own. it makes organic milk, iced coffee and various nondairy, soy milk and this incredible run in almond milk based products. you think this would be exactly what the market's looking for. but whitewave up 30.5% since it became public back in october even it created twice the value doing what dean foods wanted to do. you see mass pick-up and just reported a solid quarter last friday. could this be the time for this stock to shine? let's check in with greg engels the chairman and ceo of whitewave foods. hear more about the quarters and where his company's headed. welcome to "mad money." >> thank you. >> i'm reading the conference

call, listening to it. going over the numbers, this is the hottest product in the supermarket, isn't it? >> it's booming. this category up almost triple digits last year. up 50% this year. our brand's growing 52%, comp sales year-over-year just absolutely booming. >> this is the stuff, we serve more of this than we serve regular milk? what's happening here? why? >> well, i think there are a lot of things driving the move towards nondairy alternatives. it's health and wellness, right? so these have no saturated fat, this particular -- the biggest skew in almond milk, the biggest line is unsweetened. 35 calories for an 8-ounce serving. so if you're having a bowl of cereal in the morning, you're getting 35 calories here, it's got a great flavor and it's gaining consumers from traditional milk. >> my vegetarian daughter told me to tell you that this is our favorite in the family. and what i'm trying to figure out is soy milk worldwide,

you -- this lasts several months in our refrigerator. i like horizon, but she's a vegetarian. is this a solution for a family on a budget? we find this stuff, we never throw it away. >> first of all, you will consume all this product because it's got great shelf life. but these are really sustainable products. one of the things -- people look at this category and say is this a sustainable trend? absolutely because we are making products farther down the food chain. right? there's no cow involved. cows are a relatively expensive partner in your business if you're in this category. so these plant-based beverages are sustainable to produce, 1/10 of the water to produce these as to produce a gallon of dairy milk. much less grain, much less land. very sustainable products. and i think you're going to see a continual shift to nondairy alternatives over time. >> i don't want to slight the dairy. >> that's a great business here. >> are there any schools in the

country that five years from now are going to serve regular milk instead of organic? isn't this where everybody has to go? >> i don't think you'll see it in schools because of the price point. schools are on a budget. but when you talk about moms and families with disposable income, this is the most important product often times in their house. >> okay. >> it's organic, great for their kids, they feel fantastic giving it to their children. they feel really good about what they're doing for their family and it also is a highly sustainable, highly ethical brand. >> great. i was surprised you had a partner. i think you've got the best brand name. but apparently just from the results so far, this green mountain is working for you. >> we're just coming out with this green mountain. and we're excited about this. we're excited about this package. so we took the iced coffee business from the coffee house into the grocery store last year with our half gallon iced coffee offering. this international delight offering. but this offering is closer to our home territory of international delight. it's creamy, it's flavorful.

it's really a delicious indulgent coffee beverage. this is more for the hard core coffee drinker, a little more premium coffee flavor. that's where we're going with green mountain, we're very excited about that brand and that offering. >> in the conference call you talked about the thing you were concerned about was the distribution, head wind of distribution costs. why is that? is that just something you can't control? >> it's really something unique to our business. and it's a challenge but also an opportunity down the road in terms of our p & l. these businesses grew volumes well up into the teens. >> right. >> right, this year volume's growing 9% or 10% in these businesses and our supply chain is full. we're putting in lines and factories as quickly as we can. so the distribution challenge that we have is we're packaging silk pure almond, we're sending it out to a third-party warehouse because we don't have the space to store the volumes we're making, we're moving it all over the country because the volumes are growing so quickly.

we're incurring quite a bit extra costs that we will not have as we get our supply chain built -- >> that's the highest quality problem -- >> it's a high-quality problem. >> this morning, chipotle came out and said, listen, because of a beef shortage, we're going to have to start serving beef we don't necessarily like to do, it's not totally organic. is that -- do we have to worry about something like that when it comes to regular milk? this kind of thing? >> i don't think so. not in -- this category four or five years ago has grown 30%, 40% a year. that presented some supply chain challenges. that category today, it's really gotten to be quite large. it's over $1 billion at retail. the supply chain's pretty well organized. we're growing in the mid single digits. we have a handle on what's happening. >> when i spoke to you last, it was with dean foods, you've got to be satisfy with the fact that the breakup really has produced incredible results for shareholders. >> no one has talked more about breakups than you and the value that can be created. clearly a great win for the dean shareholder, we're 2 1/2 times

the price we were at the time we announced the breakup. >> and at this point, this is when the earnings leverage should take off since you built up for this particular business. >> we've got real opportunities on the supply chain and distribution cost side of this business. and i think when you marry that with what's happening on the top line -- >> right with -- >> driven by volume. >> yeah. >> we've got great opportunities going for us. >> well, i think after the secondary's been put away, i think we are at that inception point for this one to catch up to the others because i think it's got better growth than almost all of the others in the category. that's gregg engles. you've been following along with dean, made a lot of money there, this is the next leg up. stay with cramer. coming up -- jaws of steel. ditch the fish, shark week is over. but chart week has just begun. tonight, steel has been weak this year but cramer's diving in to see if this cage has the

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i'm always preaching the values of homework. knowing what you own. doing the research of the underlying companies but i'll never stop believing that's the best way to invest. however, in -- and this is a big but here, but you can also learn a lot from the charts if only because so many traders follow them religiously. hence why this week is chart week here on "mad money," not to be confused with last week's

shark week on the discovery channel. we loved last night's charnado questions on twitter. just when you thought it was safe to go back in the water #charnado bernanke drives the boat. keep tweeting home gamers. i love this chartnado. who thinks of these things? tonight we've got tim collins, a brilliant technician who is a colleague who has a radical view. when he proposed this to me, i said it's ridiculous. collins is calling it a definitive bottom in the steel group. a group that's been hammered mercilessly for over a year. he thinks the deals can be ready to roar, around 20% or more before the end of the year. why is collins so bullish? take a look at the daily chart of the steel etf, the xls contains some of the biggest players from rio tinto to nucor and reliance steel. and it's the bounce has

accelerated over the last four days, this is very important to him, xls broke out from what he calls an ascending triangle pattern, but now the slx has run into a new ceiling of resistance at 44, just a few cents above where it is right now and the same level where the steel etf started breaking down back in march. now, if the slx can finally break out above the $44 ceiling, collins thinks that will trigger a reverse head and shoulders pattern sending it 16% higher, remember, there's that shoulder, we like that, turn the head upsidedown, what else? check out the cci at the bottom of the chart. this is an oscillator that shows it relative to the arrange price over the last 21 days. right now, flashing an overbought reading. but collins says this could be positive because the strong cci can indicate the start of a new trend. and with the steel etf breaking out above over the $44

resistance, collins thinks an extreme move higher could be in the cards that's the extreme overbought. how about the weekly chart? look at this, the slx, on the weekly, collins sees two key hurdles of resistance just like the daily result, but the slx has broken out of the first crucial ceiling of resistance. breaking out of here. now there's only one ceiling left. it's the $46 ceiling. and the slx if he thinks if it can bust through that, collins thinks it's smooth sailing where? to $50 at a minimum. he can see the steel etf rallying to 58 over the next 6 to 12 months. there are two big indicators, which just yesterday we went over and then the triple exponential average or trix. it's another oscillator we talked about before on the bottom. both the trix have shown

crossovers. boom, boom, when that line crosses, when that black line crosses, that's it, it's tell the chartist the etf is ready to roar. collins wouldn't be a buyer of the slx, instead he suggests buying a high-quality steel name and his pick is steel dynamics, stld. take a gander at this start. price just breaking out right here, right now as we talk. this is one of the few stocks, steels like nucor having a good year and if the whole sector is about to power higher, collins wants to own the strongest in the group. very, very bullish crossover, here we go, macd. it's difficult to see that, but the lines have crossed, black's over blue. okay. now let's take a look longer year. let's go weekly, let's go weekly. the breakout over 16 is much easier to see here. see that right there? although steel dynamics needs to close above $16 on friday for it to hold because this is a weekly chart. meanwhile the macd made a

bullish crossover and the trix and the crossover. and right on the verge of making one of these anticipating just like the chart on the market vector steel etf. if steel dynamics can finish the week over 16, it's a hop skip and a jump to 18, the stock could see 20 by year end. as long as it holds above 14.50 make that move. collins points out in this market steel's a proxy for china. and china's making a bottom here. i'm not saying a bottom -- so here's the bottom line, if you believe in a resurgent chinese economy like we've seen in the most recent data, i count on this betting with steel like steel dynamics, but you know what, i say go with the best. i say buy timkin, tkr, we visited them last year in ohio. could be a breakup play or could come back because of aerospace and chinese orders. they've got a huge business in china. i say steel dynamics okay, nucor

okay, buy tkr, buy timken. antonio in florida. >> caller: thank you for taking my calls, mr. cramer. i would like to have your opinion on clf. i had that stock before and i'm thinking about buying again. >> all right. now, this is very complicated. because this is a mining mineral company that's been really down on its luck and it's turning and it's a speculative situation and i say it's already had a run. and if i want to be in that area, i want to go buy joy. why joy? we had mike sutherland. they've got a book of maintenance business worth the price of the stock. joy is my name, not cliff. let's go to rose in wisconsin, please, rose? >> caller: hi, jim. i own shares of nucor. and i was wondering, where do you see the nucor stock headed into the future? >> i think it's breaking out. i love dan.

everybody knows i think he's a terrific guy. but he's missed the quarter, missed the quarter, missed the quarter. i think if dan does the quarter, the stock goes to 50, 52, and that's the hope if i own nucor. "mad money's" chart week continues at #chartnado. today we took a look into jaws of steel. steel dynamics, the etf and most importantly timken. stay with cramer.

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to talk with an insurance expert about everything that comes standard with our base auto policy. and if you switch, you could save up to $423. liberty mutual insurance -- responsibility. what's your policy? it is time, it is time for the "lightning round" on cramer's "mad money." play until this sound and the "lightning round" is over. are you ready skee-daddy? time for the "lightning round" on cramer's "mad money." kevin in alabama. kevin? >> caller: yeah. >> yo, yo. what's up? >> caller: greetings from the heart of dixie. good to talk to you, jim. >> same. >> caller: hey, i was wondering krispy kreme has been on fire the last couple of years and i bought it, it's up about 220%.

i'm wondering, is it a good time to think about maybe selling and taking the profit? >> well, obviously now you can take out the money -- i never tell people not to take out the house's money and play with the rest. you can do that, but you know when we have the company, i said buy, buy, buy it and i'm not reversing my stance. chris in new york. chris? >> caller: boo-yah, mr. cramer. >> boo-yah. >> caller: from long island, new york. i wanted to get your position on microtechnology. >> i like this, it's got the best yield and now it's got a little earnings momentum. i want to stick with it. and don't forget abnet would tell you the first thing. jimmy in north carolina. >> caller: boo-yah from raleigh, north carolina, dr. cramer. >> i love that town. what's going on? >> caller: my question is about speedy syste3d systems. >> i've got to tell you, you're going to see some weakness in

the group. i want you to be a little careful. but we'll deal with that one. that's tomorrow's business. matt in florida. matt? >> caller: hey, jim. a big new york giants b-b-b-boo-yah. long time listener, first-time caller. i'm calling about a stock i picked up a few weeks ago, i don't know whether to hold it or sell it. n.a.t. >> i was disappointed by n.a.t., i didn't know the rates were going to be this bad. and it's too low to sell, but that wasn't because he gave good commentary about the next quarter, but that was disappointing. come on. come on. let's go to shay in new jersey. >> caller: boo-yah, jim cramer. first-time caller, long-time listener and i wanted to ask about vcr -- >> nope, nope, nope -- >> don't buy, don't buy. >> knocking on the doors, it's not my kind of name. forget it. i need to go to robert in new

jersey. robert? >> boo-yah, jim, can you tell me your thoughts about alcoa? >> yeah, claus kleinfeld is doing a remarkable job but there's too much aluminum in the world. and the stock can wait. veronica in new york, veronica? >> caller: boo-yah, jim. boo-yah. >> boo-yah. >> caller: i love your show. i watch it every night. that's the entertainment of the night. i'd like to have your opinion. the stock is ibm and i made money on it already but i never sold it. in the meanwhile, it's going down. and it's not doing anything. >> well, ibm, the easy money has been made, veronica, and i think it's too hard right now, i wouldn't be surprised -- i think the stock can get back to $192 where i would -- >> sell, sell, sell. >> don in california. don? >> caller: this is don and boo-yah to you, jim, in southern california. sunny southern california. have a question on an extremely

speculative stock that i have a small position in called mankind. >> too speculative for me. we interviewed the company. look, if we're going to go speculative in that area, then i'm going to send you right back to a stock that hit a 52-week high today that many people have doubted me on and that is opko health. john in new york. john? >> caller: hey, jim, i love your show. i've been watching it all the time. my question for you is regions financial, rf. >> it's way too low from where it used to be. if i have to go over my faves, it's still going to be key, is number one charitable trust name, first horizon number two, huntington bank is number three and only then would i get to regions financial. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. [ in]

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endless supply of natural gas for something other than power generation and our gas grills. nat gas is cheaper in north america than anywhere else on earth. which is why i've been on a crusade for anything using natural gas as fuel for surface vehicles. and we need chart industries, gtls, gas to liquids. chart makes the precision engineer cryogenic equipment, allowing it to be used for fuel for trucks, they also make engine tanks that hold stuff for heavy duty tanks and an industrial gas business and a biomedical division where they make liquid oxygen therapy doing tremendously. the stock has been on fire, it's up 200%, it's a triple since i got behind it in february of 2011, up 20% since we last interviewed the ceo at the end of may. the company reported strong quarter on july 30th. let's check in with samuel thomas, the president and ceo of chart industries, find out more

about his prospects. welcome back to "mad money." good to see you, sam. >> good to see you. >> i've got a ton to ask you. but first, what the heck is this boost behind us? >> jim, this is a self-contained filling station for lng, also can be used for natural gases. it happens to be mounted on a trailer. you can take it to a job site and immediately put in the lng filling business. >> let's say you're noble, which i know you talked about, which is noble energy and the stock we love. they used it for fraccing and their own trucks. they don't have infrastructure where they are. is this where this comes into play? >> exactly. this truck can be filled up, taken to the job site and used to fill all the trucks operating around the drill rig. we can also have similar trailers to this that are used to actually power the drill rigs. >> how many of these do you have? >> there's several hundred of these in the u.s., well over 500 in china. just in lng service. >> and how much demand is there? how many -- you could use

thousands of them, i imagine. >> yes, that's coming. as the number on trucks on the road goes up, you'll see one of these being used to service a fleet of say 10 to 15 trucks, perhaps up to 25. before they move up to a larger module station or a fix station. >> now, i know from a terrific -- i guess morgan stanley must have come with you. they're talking about chart benefitting from upcoming awards for shell for 100 fueling stations. meanwhile, you're doing this mobile you're also going to be fuel stations. >> we go up to complete filling stations including the weights and measures certified dispensers for pumping lng, both as fixed stations and as these modular stations. we're building those fixed stations all over the world. in china in the hundreds, in the u.s. now, less than 100 so far in orders, but it's growing rapidly. we're also building them in australia and europe. >> all right, sam, one of the things i loved in your conference call. i think the pace of orders and

the pace of market growth in china will outstrip the u.s. for the next 18 months. but then you go on to say that you think that u.s. activity level will ramp up quickly in late 2014. so it is going to happen here? >> absolutely. >> it is. >> we're seeing the capability of these 12-cylinder cummins engines, they'll be able to ramp up production to over 20,000 units next year, well above that the following year. there'll be plenty of lng liquid available from liquefiers late 2014, 2015. that's when we're going to see significant growth. >> i know diesel only took seven years to take over from regular oil. do you think there'll be a 10, 15 period we'll find natural gas in this country? >> that will happen. when we first started talking china four or five years ago, it was we're going to replace 10% of the diesel trucks. last year, it was 30%, maybe 50%. now when we talk to them it's why not all of them? >> all of them? i mean, well, they're the biggest user -- they're a

gigantic diesel operator. they want clean air there and they want to conserve all -- they want to conserve the resources. that's what the united states should be doing. >> we are, jim. this is an economic driven argument. >> right. >> you can save 30% on the fuel costs. when you're running these with line haul trucks going on these 500-mile point to point routes, you can pay off a truck that's running 250,000 miles in 12 to 18 months. >> that's very different from the way it was not that long ago when we kept hearing they didn't want to adopt these made in usa situations and now what you're telling me -- i want to be very sure -- that without government intervention, this is going to happen within the next few years in our country? >> this is an economics and mission reduction argument. >> and could you do it without gtls? >> no. >> let's leave it at that. that's sam thomas president and ceo of chart industries gtls. now you know what i've been liking this stock, it's good for

everybody, including the shareholders. stay with cramer. coming up -- supermarket of tech. worldwide tech supply company avnet at the center of hot trends, but after slashing costs and topping earnings estimates, is it time to download some shares? or could concerns over the future of the pc power it down? don't miss cramer's exclusive.

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temperature of the tech sector, i always say look at avnet, avt, the biggest supermarket of technology. and they have a technology solutio solutions biz among the largest distributors of hardware, software and services. that's the value added portion. now, last week, avnet reported better than expected quarter and yesterday the company announced it'll start paying a dividend which yields 1.5%, i regard as a positive tell. stock up an amazing 22% since we spoke to the ceo back on may 1st. let's take a closer look with the chairman and ceo of avnet. rick, welcome back to "mad money." >> hello, jim, great to be back. >> rick, i've got to tell you. last time we spoke, you weren't that positive. i was begging you to do the buyback, you weren't sure. you say hey, listen, if there's value that's intrinsic, we'll do it. in the interim, the stock has taken off 20%. is the stock correctly reading all of the good news? because things seem to have

changed rather rapidly in your business. >> well, jim, what i'd tell you is that we still talk about the environment of mixed signals on our dash boards, but we did communicate on the call last week that in balance there that looks like the signals are giving us a little more positive signs than the recent track record. remember, we started out last fiscal year with a rough september quarter, followed that up with three sequential quarters of improvement and then now for our components business, one of our indicators of our book to bill ratio has been positive for three quarters and we see that balance across all three major regions of the world. >> how about the operating equipment? 16.6% sequentially? that's rather remarkable for avnet. >> we've been able to expand that margin sequentially for three quarters. we've still got work to do to get our businesses back to their long-term ranges but the sequential improvement is what's given us a little bit of bounce in our step. >> which of the -- where's the real demand coming from? because many of our investors who watch this show are saying, hey, i thought tech was slowing

worldwide. >> yeah, so, jim, i can't confirm that at this particular point. i would tell you in our i.t. business, both software and services are outgrowing hardware. but within the hardware store, a storage continues to be the growth story that we're most excited about. >> we just heard from micron the other day say that, listen, dram prices, i know you think the spot market's not so good but the contract market's holding up. drams, disk drives, why are these doing so well, rick? >> well, so i can't speak to drams too much. but it's more in the nand flash area and more of the products we try to design into the industrial base. so as far as the really volatile volume dram market, can't give you much perspective there. but we do play in certain segments of the microprocessor and hard disk drive space. it's not been dropping off a cliff for us. >> now, typically in this period, i'm used to hearing avnet. you talk about the seasonality on the conference call, but

usually europe shuts down, i'm always nervous, but you declared a dividend yesterday. you guys canceled your dividend a while ago because i think you didn't have that kind of visibility. this is not the thing that i would expect from avnet which is always worried about its visibility these days. what happened? what gave? >> so, jim, we've talked consistently over many quarters about our capital allocation strategies and we've talked about we always like to prefer to invest in growth wherever we can. we've done some buyback recently as we've talked about on previous calls. but we've always had the dividend conversation as part of the conversation. and i'll tell you in my mind, i think the tipping point was when is it an appropriate time to incorporate a more systematic and return to shareholders? and if that time is right, that's why the dividend's the right way to go for us. and oh, by the way, based on the fact if you look at the commitment we made and analyze it, it's about 12% to 13% of our trailing 12 months of cash flow. we don't believe this commitment in any way, shape or form is going to detract from our number one priority of trying to fund and invest in more growth.

>> i also was trying to get a read from europe. i've got to tell you, rick, you weren't positive about europe, but i've got to believe something's happening. you cannot have this surge in your stock without something. too much business in europe. >> yeah, jim, it was very interesting. at the enterprise level, avnet crossed over at six quarters of negative year-on-year growth. we've finally crossed over into negative territory. asia and europe have crossed over, as well, with the americas lagging for us. and i'll tell you, our european numbers, part of the formula for us there is excellent execution with our components team in europe who has been gaining share in the recent quarters. >> i want to give you guys some credit because electronics marketing was never enough. you went into this more value-added business. what would your numbers have been like, rick, if you stuck with the big supermarket and nothing else. >> you know, jim, i'm not sure how to answer on that one alone. but the electronics marketing business does offer us better margin expansion capabilities because the long-term goal for

that business is to run it at 5 to 5 1/2 where our computer business is more in the 3.4% to 3.9% range and we balance today at 60/40 components and computers and you mix that in and the geographic shifts that have the impact will communicate clearly and transparental ltran our investors. >> i felt that combination allows you to do that dividend without making me feel that next quarter you'll come back and say the dividend's in jeopardy. clearly a long-term proposition for you guys. >> jim, just look at the cash flow through cycles over time. and, again, i think that many investors will conclude that it's very comfortable to incorporate. >> i totally agree. rick hamada, chairman and ceo of avnet. thanks for coming on the show. >> thank you. >> this one can go much higher, that's rick hamada, chairman and ceo of avnet. what a turn, stay with cramer.

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it's time. with carl icahn aboard, get ready to hear raising price on apple. there's a bull market somewhere, i promise to the government takes a big step into the free markets. the markets recoil. the justice department says it wants to block the u.s. airways-american airlines merger. both airlines say they are ready to fight back. but the battle won't be easy and it's not going to be cheap either. plus, when is one tweet worth $17 billion? carl icahn is the one who posts it. the billionaire investor used social media, twitter to announce he's taking a big position in apple, the stock soors. so much for the affordable part of the affordable health care act. the administration is postponing another big part of the law. this time is