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. just trying to make you a little money. my job is not just to entertain you but to educate you so call me at 1-800-743-cnbc. out with the old, in with the new. the dow jones made drastic

changes to the 30 stocks in the index. three changes that tell a huge tale about where corporate america is today. before we get to those changes, though, the old dow jones average had a pretty darn good day! rallying 128 points, s&p climbed .7%. nasdaq jumped .62%. would've been more except for apple. first president obama talked about more diplomatic -- kind of more diplomatic outcome, the syrian crisis, perhaps allowing bashar al assad to work with russia. the fluid situation offers a way out of congressional defeat of president obama's war resolution or the possibility of a wider war with far worse consequences than a missile strike targeted at the regime's leadership. remember, the stock market craves certainty more than anything else, and the uncertainty of waking up and finding out whether we launched missiles last night has kept some on the sidelines, and had

others relentlessly selling until either the missiles are in the air or the fear of a strike has subsided. you take that off the table, and the people selling, what are they doing, probably just sidelined or maybe, buy, buy, buy, buy! plus, second reason to buy. oil is coming down. the probability of a wider middle east war diminishes, crude has had a rally. today's two buck decline makes the consumer feel like they won't be knocked for a loop by jumps in gasoline prices! we had a fantastic number last night in china. i flagged it in our game plan. i said the number better be big. it was. better than expected. these numbers indicative of a major come back. that would include china's infrastructure plan being executed. it's working. i don't know if the people's republic can come back on line this fast.

industrials, mineral and mining companies could and did today once again go higher. we've got some very positive news out of europe. it's candidly anecdotal. first, mcdonald's did much better in european same-store sales. don't you laugh. sales took a dive when times got tough over there. 3% gain in the european stores. and ford motor company reported profit from europe in 2015. that would be a remarkable turn. could it really? it couldn't happen, we know, unless the european economy wasn't getting better. all this is fabulous news for the big international companies domiciled here in america. the ones whose earnings we thought would be crimped by our rise in interest rates. it's not necessarily a tradeoff. it's more of a handoff as a different set of stocks is now going higher. the companies based here but do so much business overseas, i'm talking about ppg, honeywell, ingersoll-rand, eaton, united technologies, you know the companies.

they have taken the torch from the retailers, and all the companies that service and supply those two industries. that said, not all companies that sell overseas benefited. witness, apple, which fell $11.53 today despite new iphones. people, this is a pattern we should be getting used to, right, the stock tends to go down after the product launches. you know where you see the biggest impact, though, from the turn in the rest of the world. it's in the dow jones industrial average, because it's made up precisely of these kinds of colossal multinational industries. or at least it used to be. today the keepers of the dow gave two manufacturing companies the boot. alcoa and hewlett-packard, as well as eliminating bank of america from the list. the latter only managed to spend five years in the index. hewlett-packard 16 years now. and in their place, goldman sachs, nike and visa. and i think these changes say a great deal about what's happening in america and the world today.

now before i go over the meaning of the changes i see, i understand the dow jones industrial average itself has lots of flaws. it's the much broader s&p 500 that is the real benchmark for stocks, the one that portfolio managers must beat. if they're going to brag they outperformed the market. the dow is too narrow and the way it's calculated, not the companies with the largest market gaps. that means visa at 184 and goldman sachs will play a bigger role than they should, in my opinion, in calculating the index each day. nor should they necessarily have gone up on the news. there is very little money index in the dow. it's not like the s&p 500 and you see it jump, tons of institutions needed lots of buying, rebalance the index. no. the idea that goldman sachs should have jumped $5.65 when the visa rallied or nike should have gone up a buck 42 today based on these inclusions, it's fanciful. i believe these stocks will give up their gains unless the market keeps roaring. to join the dow is indeed a

feather in the cap, but not a reason for an institution or individual to buy. the fact that these stocks went higher today is really a sign of how bullish this market is right now. but not much more. silly, i know. more reasons why the whole exercise in quoting the dow jones seems a little atavistic. let's assess the broader implications of this move. first, when you dump alcoa, what are you doing? well, you're actually eliminating a worldwide manufacturer of one of the most important materials in the world. aluminum. this is a very good company but in a bad industry. that's why it's down so much. used to be at 40 before the great recession. aluminum just isn't consumed as quickly as it's being produced. even though the metal has huge exposure to autos, construction, aerospace, turbines and even apple ipads, selling well, in its place, sneakers. sneakers. to me that shows the importance of the switch from heavy industrials to light apparel, much designed here but made overseas.

the exit of hewlett packard signifies downfall of the personal computer. i say that, because one of the replacements, visa, isn't really a financial. it's a technology company. technology company that's helping to move payments from paper to plastic all over the world. once again, you have a subtle judgment about america with this add/drop. hewlett-packard, and visa, along with mastercard, figured out how to let americans spend more and then taking that show on the road. they're good at what we are. how about the bank of america getting put on the waiver wire, while goldman sachs being inserted in the lineup? i love this irony. bank of america is often thought of as the company that stumbled the worst over mortgages during the housing crisis, including buying haphazard, lunatic mortgages. countrywide. that's been the real legacy. goldman's legacy during that time, it was shorting precisely the kind of paper that bank of america was pumping out, a huge consumer bank. bank of america has had a

colossal inventory of foreclosed homes on its books. hates credit risk. one certainly old america, the other is the new. yes, here is the bottom line. the dow jones reshuffling makes a big statement. we're no longer a nation known for making personal computers or bending metal. we don't want to be a nation notorious for horrendous mortgage lending. what could be a more powerful declaration of the new america than the inclusion of two financial engineers and a company that makes air jordans? pam in illinois, please. pam. >> caller: hi, jim. thank you for taking my call. i really enjoy watching your program. >> thank you. >> caller: my question is in reference to bank of america. >> yeah. >> caller: i notice they're closing locations in my area. they're laying off employees in their mortgage division and they're being removed from the dow. i wanted your recommendation. >> the bank is under a lot of pressure because mortgages are going down.

however -- i mean, the amount of mortgages and the re-fis. however, the bank group did really well today. there's no hurry to get out of bank of america. i just think bank of america is going to mark time. now, a lot of people don't want to mark time. they want to mark money, and it's not going to mark money. it's just going to mark time. jerry in florida, please. jerry. >> caller: hey, jim. boo-yah from sarasota, florida. >> oh, man. i love sarasota. never rains there. what's up? >> caller: my wife and i love watching your show, not to mention the great advice you give. >> thank you. >> caller: hey, i talked to you a few weeks ago about molex, m-o-l-x on the nasdaq. at the time it was 29, paid a nice 2.5% dividend, although the price to earnings was a little bit high. so i decided to just watch it for a while. and now i see they made this deal with the koch brothers, and the stock goes up like nine points or more yesterday. and they're going to pay like $38.50 a share. what's the deal on that? >> it's a very big takeover, and

you got the big enchilada, my friend. you did exactly why we own stocks. you owned a high-quality stock that got a takeover bid by the koch brothers and now you can ride off into the sunset and take it off the table, my friend. edward in connecticut, please. edward. >> caller: good evening, mr. cramer. >> good evening. >> caller: hey, i was wondering how you felt about a company like family dollar, dollar tree, especially in regards to general dollar now being downgraded. >> i saw the dollar general downgrade today. i thought it was unfair. now you know i favor a fistful of dollar stores and $4 more. i am a five below guy. i know five below is up 7. i know it went to an all-time high today. you know what, believe it or not, i prefer five below, up seven than i prefer dollar general off a little bit today. i think this five below is the great regional to national growth story in that sector.

out with the old, in with the new! a true changing of the guard here, as the dow did some reshuffling. it's a declaration of the new america. sneakers and financial engineers! >> all aboard! >> "mad money" will be right back. coming up, as the world turns. while tensions mount overseas, cramer has found a technical tell that could mean a big turn-around for one country. get your passport ready for an international edition of "off the charts." and later, a knockout? looking for a stock with some stamina? how about a triumphant 60-plus percent gain so far this year? under armour has delivered hit after hit on wall street. does it have the endurance to go the distance, or are its shares injury prone? don't miss cramer's exclusive with its ceo. plus, profit pipeline?

if you're hunting for yield, fears have caused you to see red. but hasn't laid down the juicy dividend from access midstream partners as this mlp has outperformed its peers. cramer pipes you into the future of this story when he talks to the ceo. 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 or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

right now our stock market is being rescued by the r.o.w., the rest of the world! and i'm not talking about the maneuvering over syria. we're witnesses hugely important turns in europe and china. but that's not all. the rest of the global economy seems to be picking up speed, including, believe it or not, the emerging markets, which got crushed over the summer, thanks to the dramatic rise in interest rates in the united states. it's where the real growth is worldwide. now that they're roaring back,

we're going off the charts with the help of ed ponsi, a terrific technician, the managing director of barchetta capital management and ponsi thinks the time has come to place a bet on -- almost afraid to say it -- drum roll please. [ drum roll ] wrong. anyway, india. i said it, i know. i spoke to a guy at best buy this weekend and said how is india doing, please don't ask. ponsi says india is right, specifically via the wisdom tree india etf, the symbol the epi. and i'm going to refer to it as the epi for the rest of the segment, okay? epi owns some of the biggest and most important companies on the subcontinent and gives a diversified way to profit from one of the world's fastest-growing economies. it's down an astounding 19% for the year, courtesy of the emerging market selloff that coincided with the spike in interest rates here in the united states. but earlier this month the

emerging markets began to rally, india in particular, and ponsi thinks the wisdom tree india etf has more room to run. he is the only guy i know who is saying this. how about his reason? all right. take a look at the reasoning from against the grain recommendation. take a look at the etf's daily chart. remember, i'm using the e.p.i. starting last week on september 4th, the wisdom tree india etf began to roar. it has not looked back, already up more than $2 from where it bottomed. remember, that's off a $13 base, so that's a major move. why is ponsi so bullish about e.p.i.'s chart? i want you to check out the moving average convergence divergence indicator, the mac-d, which is a momentum indicator technicians use to detect changes in the underlying security before they happen. september 4th, the mac-d made a bullish crossover. see that? that's called a -- you always

hear about these black crossovers, zeppelins. no, this is a bullish crossover, where the black line crosses the blue one, it's a hugely positive signal, a ton of success since i started off the charts, i don't know how many years ago. when you see this crossover, it's like the mac-d is saying buy, buy, buy, in big neon letters. yesterday the epi broke out above a major descending trend line of resistance, showing it has changed. now it's your friend when it's above this, as opposed to your enemy when it keeps bumping up against that ceiling. then, third, just today, the e.p.i. broke today. you're not late on this. the e.p.i. broke out above the 50-day moving average, the blue line. look at that right there, okay? for the first time in more than three months. 50-day moving average is a major deal for chartists. when you have a stock trading below that line, the chart has resumed.

but when it's above this average, the chart followers want to jump on the bandwagon and buy hand over fist. what else is happening? notice how this entire rally in e.p.i. over the past week and a half has occurred on what? on strong volume. much higher than average. that's a big deal for ponsi. it tells him this is driven by real money, not this kind of just back in and fill money, but real money. big boys. which means there could be a lot more upside. because once these institutional players start buying, keep doing it. it's meaningful to their enormous pools of assets. so india, specifically the wisdom tree india etf, has driven the chart. can we think deeper for a second? is there something that sets india apart from the rest of the emerging economies? yep. ponsi points out the recent action is directly related to india's currency, the rupee. it bottomed last wednesday. you're not late here. before that the currency had been in free-fall hitting all-time lows against the dollar thanks to out of control inflation. when the rupee was getting

crushed, nobody wanted to own rupee denominated assets like the indian stocks that make up the etf. last week got an anti inflation from the indian central bank which restored confidence. and since then the e.p.i. off the races. today the rupee hit a two-week high and the e.p.i. continued to roar. this is such a beautiful chart. in other words, the buying of the rupee signaled it's safe to buy indian stocks. and when that happens, the investors looking to play the return jumped all over this. so ponsi thinks india has more room to run. my view, the fact is, in this environment, your portfolio does need some international exposure. we're at a moment where the united states economy seems to be stalling while the rest of the world is taking off. india is on the risky side. there's no denying it's got growth. and if the central bank can get inflation under control, you want more exposure to india through the indian stock market. ponsi is right to recommend an etf that owns a diverse variety of indian companies. trying to make a bet on a country, you bet on the country. my charitable trust does this with both europe, through

vanguard ftse euro and japan, japan hedged equity etf, the dxj. those are completely developed markets. so if you want some of the high risk/high reward exposure, the wisdom tree india etf may be the way to go. the emerging markets suggest that india in particular could be ready to break out to all-new highs. amazing. let's say new levels. not highs. that's putting words in his mouth. he thinks new levels. he likes the wisdom tree india etf, the e.p.i. and as long as you're aware of the risk, if the central banks say the wrong thing, the rupee could plummet again and drag the stock market down with it. as long as you understand the risks, you have my blessing to own. india is a difficult to place to make money until this recent rally had become one of the worst performing currencies. not something i would normally steer you to without a technician like ed ponsi from barchetta capital. sean in new york.

sean. >> caller: boo-yah! cramer, a big shout out from sigma gamma fraternity and the one and only suny oswego. how are you doing? >> i'm doing well, thank you. how about you? >> caller: always good. a little hot out today in upstate new york, but can't complain about that. >> no, that's with us. that's the heartland there. i love it. what's going on? >> caller: anyway, jim. i wanted to ask you about ewa. would you rather own u.s. iron and coal companies or australian? >> that's easy. i do like the australians. by the way, you know i'm a big fan of vale. that's a brazilian company. i like australia. not only do they care about the environment but they want to create jobs and that is a breath taking thing for the australian government. they actually want jobs. they're actually pro hiring and pro people making some money, not just not spoiling the environment. i like your idea, sean. jose in california.

jose. >> caller: hey, jim. this is jose from hollywood, california, with a boo-yah. i want to know about pcn. i've been watching it decline, is it time to get out? >> yeah, i don't like a closed mutual fund right here. no. they can't pull their money out. i'm not crazy about that fund. there's better -- oh, watch the show, we got a midstream partnership that is a heck of a lot better than that. there is a little tell of where we're going. the emerging markets are roaring here. tonight's chartist has his eye on india and the epi. i understand the risks. that's a beautiful chart. after the break, i'll try to make you more money. coming up, a knockout? looking for a stock with some stamina? how about a triumphant 60-plus percent gain so far this year? under armour has delivered hit after hit on wall street. does it have the endurance to go the distance, or are its shares

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what do we do with under armour up here at a brand-new 52-week high?

one of the best run, most innovative companies out there, period. and its most recent quarter, late july, was just terrific. under armour has gone into an $8.4 billion powerhouse by using technology to reinvent all sorts of footwear and athletic apparel. the stock has rallied 65% for 2013, up 360% over the last five years. the point now sells at 20.5% long term growth rate. so you could make the argument the stock is too expensive, but could have made the same case any time in the last five years and would have missed an epic move, one i think could still be in its infancy. let's look at this fabulous growth play with kevin plank, founder and chairman and ceo of under armour. mr. plank, welcome to "mad money." great to see you, sir. we had the apple launch today, and under armour is a tech company along with apple. two commercials i remember when i was watching the super bowl. one where a guy threw a hammer at a screen. apple. and then protect this house.

who came up with protect this house? >> first of all, the apple commercial was a great commercial. so we appreciate and will take that. it's not unlike our brand, it's authentic, it's real. it was me and two of my early partners sitting in a room in my apartment, actually, sitting down and saying we're going to make this commercial. we've got 30 guys showing up to shoot this thing. one of the most iconic statements in sports. so we started writing on a white board and going down the list, writing on pens and paper and came back and figured the house, it was about this idea of house, and somebody has got to own that house and somebody has got to take pride for that house and somebody has got to protect the house. >> i wanted to start there, because i do like the contrast with apple, because apple is doing things, they're trying to be new. you are a technology company, and then you're an apparel company. >> yeah. i think you were the first one to say that a couple years ago. and it was insightful. we have obviously been working like that for a very long time. but that's exactly how we see ourselves. i think that the ones that are going to win is that we're not willing to secede the evolution

the consumer is going to take to being about technology. what's happening in silicon valley is one side and then the brands you trust. so we expect to be one of those brands you trust, a technology company. things like armour 39, our biometric measurement device, telling the athlete beyond what kind of workout did i do and relying on the size of the sweat stain in my gray cotton t-shirt to tell me. i think we can do a better job with a quantitative way with the consumer to say on a scale of 1 to 10 what kind of workout did i have. >> the athletes, do they want to be on your team or do you have to ask them to be on your team? >> you can't pay through it. you know, you've got to be -- you've got to like it. if i have to pay you to compel or convince you to wear my sneaker or wear my short or wear my top, it's game over from the get-go. i'm not going to pay somebody to follow you around and say would you do it. and more importantly, it's not unlike some of the key relationships out there, people like tom brady, this is not a guy who is an endorsed athlete,

this is a shareholder who is calling me after a quarter and saying good job. and how are we going. >> you didn't call him after the two quarters against the bills. >> no. but the comeback is one of those things you look for. again, that's 38 in his repertoire, so very proud of that relationship. >> now, i look at you and i think you're tech. but in some ways you remind me of the best in biotechs. sure enough, in your most recent handout, our pipeline is full. when we hear the word pipeline we think of celgene, gilead. we should think under armour? >> no question. we want to be open source innovation. number one, first of all, within our r & d group, the 40-some odd people we have at campus at our headquarters are thinking and utilizing and leveraging some of the partners we have around there, people like darpa and icutel and lockheed martin and other relationships that we can leverage in our area. it's not saying all the great ideas come from silicon valley. so we look at those ideas, get inspired by those companies and look to form partnerships where we can. at the same time, we also want to embrace the entire cloud.

we don't want under armour just to be 40 people within our walls coming up with the next big idea. if you're an entrepreneur, if you're an innovator, a 23 year-old kid with a better idea of a cotton t-shirt, instead of trying to start that company yourself, why not bring that idea to us, see if we can use our fabric expertise, manufacturing expertise, our ability to tell stories and get it out there from a distribution standpoint. we think that our job is to be the world's greatest editors, identifying the best ideas and scavenging the world and bringing them to the consumer. when they see it, they know it's the best. >> you said scavenge the world. when i look at only 6% international. maybe it's a bold claim, it could be in its infancy. i know that the goliath which joined the dow jones index is largely an international company. i protect this house.

whatever that is in mandarin. >> huge runway for our brand. we're not at our first crack. we have been at this since 1999. we opened our first partnership in japan. but the thing to know about international, it takes time. >> right. >> it takes time and it takes leadership. two things that japan is a great example. we spent eight years in japan growing from 0 to 35 million u.s. dollars. so from '99 to 2007. then all of a sudden, something happened, a tipping point occurred. 35 million went to 72, 72 turned to 95. last year there were over $200 million business for us. and they're growing 30% again. the reason for that is a, the authenticity of the brand there, and the reason for that is the right partner. my partner in dome corporation that runs it. we have been taking our time finding the right partnerships around the world and the right key markets. and we're just getting started. >> okay. let's talk about nike. a lot of people said they better never go into footwear, because nike owns footwear. nike added to the dow jones. nike, eight time your size. why don't you fear nike more? >> right.

i think we focus on ourselves. number one, we recognize we've got really good competition in our industry, and i think that's good for everybody. but at the same time, you know, there was a time where i banned and outlawed -- no one was allowed to bring any competitive product in our building. we are aware of what's happening, but there is so much opportunity for us. it's our job to dictate the tempo. it's our job to talk about the direction we're going in, and not looking for cues or keys from anybody else. so there is -- we're just getting started. i believe, you know, we've got a ways to go. i'm not going to put a time line to it. under armour is a $10 billion brand doing $2 billion today. >> i like that. some of these things are stunning. i'm hitting that, like some type of thing i think about. can't be contained by the market cap. that market cap is too small from netflix at $8 billion. it's got to be bigger. it's too big. now, one of the things we had last night, we had a guy top of his game, manny chirico. pvh. they were saying -- he was saying apparel is weak.

maybe you're not apparel. maybe you're some sort of specialty hybrid that is not contained by the weakness of apparel in this country. >> i wouldn't want to characterize us. we went through painstaking -- when we started -- i remember calling the company under armour performance apparel. i remember, people said what are you talking about. it's like street tires in 1996. and then all of a sudden we evolved and the company grew. and we went through painstaking to drop apparel, because in 2006, we launched footwear and we said we're not just apparel. we became under armour performance. and performance is inclusive of everything from apparel to footwear to accessories. and again, our idea of being the best editors in the world, finding the best ideas, making them part of the brand, delivering that to the consumer, that's part of the trust. if we make it, we can never rely on cool factor, never rely on saying we've got momentum right now, we can charge 20% more. if i tell you something like, you know, if i said someday this blue shirt i'm wearing is an

under armour shirt. if your reaction was, wow, that's an under armour shirt, what's it do. yours is a regular cotton, you know, piquet shirt, mine has moisture management and stretch upf protection and titanium stitches or thread so the buttons never come off. that's the mentality we take to our product. >> one last question i have to ask because you are uniquely a maryland and baltimore guy. they ran into a peyton buzz saw. can they repeat? >> it's one game. we haven't had a perfect season since 1972. i'm certainly not counting my ravens out. i'm not sure a lot of people in week 15 or 16 thought the ravens would win the super bowl. strange thing about heart, will and belief. i think john harbaugh and the baltimore ravens have plenty of that. >> excellent. do you see why i'm so enthused about this situation? because the market cap is too small for the idea. stay with cramer.

before we get to the "lightning round," we've got a

big milestone coming up on "mad money." and no, this has nothing to do with fantasy football. follow along with us with the hash tag #mmtouchdown on twitter. no, i'm talking about our 2,000th show. to celebrate, i want to get up close and personal with you in cramerica. take a quick video of yourself, share why you watch. vine, whatever that is. and use the hash tag #mmy2k. you may see yourself on the show. and now it is time for the lightning round! rapid fire calls. we play this sound, and then the "lightning round" is over. are you ready, skedaddy? it is time for the "lightning round" on cramer's mad money. laura in illinois. laura. >> caller: hi, jim. my 9 and 10-year-old boys say boo-yah to you. >> i didn't draft them. it's okay so far. what's up? >> so interest rates are rising. what are your thoughts on dividend stocks like novartis or j & j?

>> j & j rocks. i think that stock goes back to '95. i like gorske. i know people worry about the chart. i think that's a false worry. matt in massachusetts, please. matt. >> caller: boo-yah from springfield college, massachusetts. >> i know a very nice woman who swam there, from summit. what's up? >> caller: what's your opinion on a dog stock like sprint? i'm looking for a short-term gain and see sprint as a good $6 stock that climbed this summer and looks to have potential. >> i don't think it's going to be a short-term gain, i think it's going to be a long-term gain. i think dan hesse is doing a great job but it's going to be a multiyear move because they've got to go against verizon and t-mobile. a lot of competition. he will do well, though. pete in michigan. pete! >> caller: hey, jim. this is your number one michigan spartan fan, pete, calling from the motor city with a b-b boo-yah for you.

i bought some shares of panw ahead of this week's earnings, want your buy, hold or sell. >> hit it. i like security. thank you for the breakout stock. joel in new york. joel. >> caller: boo-yah to you, jim. this is joel from fayetteville. >> oh, man, fantastic. i was out there the other day. what's up? >> caller: a couple things. first of all, i wanted to thank you very much for the advice that you've given my wife and me. we try to make good use of it. >> thank you. >> caller: and second of all, i think my wife has become infatuated with you. she schedules our social events around your show, and i'm getting a little jealous about this. anyway. in the meantime, what can you tell me we should know about rbs? >> well, when i first recommended people made fun. i heard the catcalls, i heard the boos. i heard people saying -- you know what, that stock used to be rampant.

that company is worth $14 a share. it's masquerading at $11. i say -- buy, buy, buy, even here. paula in california. paula. >> caller: yes, i'm here. >> what's up, paula. >> caller: well, i inherited 1,000 shares of walmart stock from my late uncle and i've got to know, should i hold or sell? >> walmart is fine. it's not going to be five below. walmart can go higher. i do prefer home depot. and best in show is costco! you're fine with walmart. i'm not going to say you've got to get rid of it. david in virginia. david. >> caller: a united states navy retired boo-yah, jimbo! >> wow. that's spirited. what's up? >> caller: hey, sdll. buy, buy, buy on it? >> i haven't done my job. that is one that my friend matt told me over and over, he said you've got to be doing sea drill and i was wrong. but i'm right about this. i like the u.s. navy! thank you. thank you.

all right. let's go to eric in south carolina. eric. >> caller: boo-yah, mr. cramer. >> boo-yah. >> caller: hey. with the economy in brazil looking better, is now a good time to buy pbr. >> i had a pbr the other day in chatham, it was just ice-cold. pbr the oil company of brazil is also going higher. and we recommended this off of tim collins. i think it's the way to go. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> the "lightning round" is >> the "lightning round" is sponsored by td ameritrade. ♪

right now we're in the middle of a tremendous oil and gas boom here in this country, though it never gets enough attention. more on that later. our domestic energy production is roaring and the more oil and gas we take out of the ground, the more infrastructure we need to bring the stuff to the market, which brings me to acmp, a master limited partnership that provides -- they gather, process, mainly from natural gas, access midstream is the kind of mlp i like, because it doesn't have exposure to the price of the underlying

commodity. it acts as a toll road. plus the company operates in some of the hottest areas of the country. eagle ford, utica, marcellus shales, among others. pays 4.1% yield, although you have to be careful of these high yielders in the rising interest rate environment. let's check in with jay michael stice, ceo, to learn about the prospects. welcome to "mad money." >> thank you. >> now, there has been a lot of controversy of late with master limited partnerships, because people felt they didn't have a lot of commodity risk, but they did. how am i sure you do not have commodity risk? >> we're very fortunate that we're a very young company, only began in 2008, and ultimately created an mlp i believe is best in class. we saw the risk that some of the mlps incurred with high commodity price risk and we uniquely structure our contracts to where we didn't have any commodity price risk. we had zero. it's all fee-based business revenue entirely. >> what happens if people decide you know what, we're not going

to use as much natural gas. don't you get hurt? >> actually, we don't. our contracts employ other structures like cost of service or vix volume commitments that protect you on the down side so we actually have volume protection goes with this no commodity price risk. >> people presume you are able to raise your distribution. don't you, like some of the other mlps have to constantly issue equity to be able to pay for growth? >> we don't. our portfolio as you mentioned in opening remarks, we're in different basins and access to the unique organic growth. we guided to $3.5 billion worth of organic growth. our business grows not only contractually but through this capital we deploy just chasing the drill bit. >> i think that's important, because one of the reasons why these have lagged is because they don't have organic growth. a lot of people see them, including some i have recommended that have been off course, where they don't have the organic growth so basically they can't appreciate. >> that's right. some of these treadmill mlps

which caught up -- >> they call them that? >> they actually do. when you get caught up and you have to do the next deal, we are so fortunate. we don't have to do another deal. we can just deliver on the organic growth that's within each of these basins. so chasing the drill bit within these very attractive basins allows us to achieve that distribution growth you have talked about. >> let's talk about these attractive basins, because i think that some of them are new to our people. utica, we went to, still doesn't get talked about enough. where is the utica gas going? >> wow, it's an amazing play. so when you think about the utica, it's kind of three zones in one. you've got the wet gas zone, which is most attractive today because of the ngo prices of crude oil. >> natural gas liquids. >> and then the dry gas, frankly not tapped yet. and that's a future. and then they have the oil gas window which you hear some skepticism about. we're fortunate in we're developing a bcf a day of processing capacity within this wet gas window and it's really growing. >> marcellus, we've seen some companies that are doing

marcellus gas that's actually going to new england, which usually imported oil. where are the replacement businesses that you have where we're still taking away oil or coal, and using natural gas for marcellus? >> it's interesting. in the winter, heating demand is high and it can be low in the summer. so we have this seasonal trend that goes on. and marcellus happens to be in the backyard of the largest demand center of the east coast. so when natural gas comes on in large quantities, it backs out gas in the gulf coast, so gas that would normally come to new york through a variety of different pipelines now finds itself in the industrial market at the gulf coast. so you always are going to have natural gas as a key component to a global commodity. what i am most excited about, though, is i believe it will have an export market at some point which will allow it to get to global markets you're talking about. >> terrific. this is a conservative, good one -- unlike a bond. remember, they can raise the

coupon and maybe that matters at home. access midstream partners, the safest master limited partnership. stay with cramer. ♪

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when will people realize how important our domestic oil and gas finds really are? when will there be widespread understanding we may have enough

oil to make a real dent in our imports? when will people recognize we're a lot closer to energy independence than we think? it drives me crazy. take yesterday. did you know the california energy commission released numbers showing 743,000 barrels of oil were shipped to refineries last quarter, up from last year, a 245% jump, almost fell out of my chair when i read the report. most of it came from north dakota, and some from colorado. colorado has always been a solid producer of oil but there has been a major increase lately and most comes from the shale located right near denver that i don't talk enough about. specifically noble energy will triple over the next five years. triple. already colorado produces 49.3 million barrels of oil last year, 26% rise from the year before. it's monumental. nothing compared to the bakken field from north dakota. 317 thousand barrels to california. the bakken will produce 900,000

barrels a day this year, up from 40,000 barrels two years ago when we visited. independent whitey and continental lead 65,000 barrels a day. we got a prelude to that when continental raised its forecasts today. in texas, permian basin producing 600,000 barrels a day in 2012. up from 10% the year before. given that drilling permits have doubled since 2005, i expect much more coming from that once growth-starved field. oxy, occidental, the biggest producer in the permian, pioneer natural resources and kinder morgan following. now, eog is making noises the delaware basin could be the third big find after eagle ford and the bakken, which means there is much more than currently meets the eye or in the refineries. simmerex is one of the best with a substantial year offer year gain. however, texas' eagle ford

produces 600,000 barrels a day, up 58% from a year ago. just one company alone, eog produces a fourth of that. no wonder the stock has been such a horse. others performing well, conoco, murphy oil. please don't forget sanchez energy. i brought that company on. sn. just put together a bunch of parcels. finally, let's include a natural gas company, cabot oil and gas. home heating fuel in the new england area, replacing foreign oil. all these incredibly important plays mean very little when taken separately but together paint a picture of energy independence that could be a dream realized in 2018. not even 2020. it's not that far off. and it's possible to think that if nat gas fuel trucks take over from diesel, 25% of the over comes from overseas, we could, with continued conservation actually become energy independent not as a continent, but as a country. it's no longer a pipe dream.

if it were anybody's mission in washington, it would be a game-changer for jobs, balance of trade and domestic security. this is a reality. people aren't talking about it, including no major politicians. that's shocking to me. it should be shocking to you too. if we can't make a mission out of it, let's at least make money off it by buying shares of eog, noble, sanchez, continental, whiting, simmer ex and so many others now that north american energy independence is happening right before our eyes! stick with cramer. huh...fifteen minutes could save you fifteen percent or more on car insurance. mmmhmmm...everybody knows that. well, did you know that old macdonald was a really bad speller? your word is...cow. cow. cow. c...o...w... ...e...i...e...i...o.

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that help nascar win with our fans. i like to say there is always a bull market somewhere. i promise to try to find it right here just for you on "mad money." i'm jim cramer, and i'll see you tomorrow! just leaves you shaking your head. how can anybody do this kind of thing? >> narrator: the widow of a fallen police officer. >> he had saved individuals out of the tower, and then turned around and went right back into the tower. >> narrator: she receives compensation for her loss, only to be scammed by a broker she thinks she can trust. >> for anyone to victimize anyone who was killed in 9/11, i just think your moral code has to be broken. >> narrator: then, a nation united by tragedy pledges to rebuild. >> they wanted to make a