my mission is simple, to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere, and i promise to help you find it. "mad money" starts now. [ bell ]. >> hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want the make friends. i'm just trying to help you make a little money. my job is not just to entertain you, but to educate you and to earn money. so call me 1-800-743-cnbc. it's all about the managers who come in and buy stocks despite the gloom, selecting companies they think are immune from the morass in washington.

whatever. ♪ as we saw today with the averages getting hit hard in the morning, only to recover later in the day. dow only falling just 59 points. remember how ugly it was in the morning? and the nasdaq climbing 0.08%. you would need a microscope to see that decline. by the way, did you notice anything special about today's close? me neither. all right. you saw the whole kit and caboodle this morning. the whole frightening specter to ecstatic exuberance firsthand. i love "squawk." if you didn't hear it, today you missed a virtuoso performance from erskine bowles of simpson/bowles fame. bowles was real calm when discussing the government shutdown. basically waxing philosophical like the rest of us this political, kabuki.

i pondered how resigned he was about it. pretty much like the rest of us, right? this shutdown has become business as usual. even as two million workers are faced with all kinds of sacrifice and the ripple effect will hurt the economy, without the insurance money flowing in to make it up. but then he was asked about the debt ceiling, about what would happen if it weren't raised. it was kind of like a fear moment there. it was palpable. he said it would be catastrophic. he said the country just can't afford to have that happen. all right. now, let's not forget that this is an artificial circumstance. as pin co's bill gross made clear when my pal brian sullivan interviewed him, the u.s. government has plenty of coverage from taxes to pay all the interest in the debt. much more, it's like nine times covered. the debt court of appealing is artifice. we got the money. no matter how big the debt payment from a particular bond might be in the month of october, we got the money. we can afford it. but there are elements of

congress that seem determined to default on these payments. and bowles made it clear that the full faith and credit of the united states must never be put in jeopardy, or the government would never be able to get ready funding anywhere near these levels again. now, this stands to reason. i wish he had followed up by saying this. let's say you default on your mortgage, okay. do you think you're going to get a real good rate next time around? do you think the banks would say you know what? she defaulted on her mortgage, but she was very upset about the national debt. she was is up set about her debt. it was a political dispute. do you think they asterisk it? no, no. people buy bonds for income. sovereign nations buy our bonds for income. if they don't get income from one of our country's bonds, they go to another country that is maybe safer and more stable, like italy. believe me, our debt is funded by these kinds of customers, these foreign customers looking for a risk-free return. get rid of the words risk and free if we default. we heard the same thing from the bankers who met with the

president of the united states today. they told the president that not paying the debt would lead to a financial cataclysm. judging from the president's interview with cnbc's john harwood, the business people were preaching to the choir. >> i think this time is different. i think they should be concerned. when you have a situation in which a faction is willing potentially to default on u.s. government obligations, then we are in trouble. >> but as the president implied, one man's poison might be another man's red meat. if you're trying to foment a revolution against big government in this country, don't you hear the words cataclysm, catastrophe and say aha, that's how we can change things. bring on a real financial catastrophic wake-up call. the politicians who are willing to stop paying interest on the debt believe they're doing the right thing. you know what? it's simple. i mean, they feel great about it. i wish i felt so great about stuff like that. yeah, i feel great. i'm bringing down the country, because you know what? i'm right.

well, i mean, you know, they look askance at those of us willing to pay the debt. they think we're complicit with the president and the democrats. who keep spending money that the government doesn't have. it's kind of a learning experience. in the meantime, when the president says he won't negotiate on the issue, you have to wonder if he isn't playing his cards too close to the vest. does he have a plan? does he have a plan if the defaulters triumph from the house? the defaulters may have the votes, negotiation or not. and unless there is someone the president can appeal to, perhaps the supreme court, i think a default is a possibility. the chances of default are a million to one. i think they're closer to one and four and maybe going a little higher. because the only people really, really seem worried about this default, well, you know what they look like to the american people, they look like a bunch of rich guys, rich business people who sound self-interested. and i've never seen the business community have less sway in washington at any time perhaps since the civil war, when lincoln used to really swing around the bond market, get that war effort paid for.

i'm not kidding, go read the books. maybe it's coincidence. the odds of a civil war that would kill hundreds of thousands of soldiers would be about a million to one. which brings me back to this morning's dichotomy. right in the face of the potential catastrophe 16 days from now comes two initial public offerings that went to a huge premium instantly. re/max, 90,000 agents. and the parent of burlington coat factory. burlington at 25. re/max close to 27. now ponder this. what should be most impacted by a debt default? i would argue it's the real estate business. given the treasury rates would have to go up gigantically to attract buyers once we defaulted, because the fed can't buy every single one of the bonds. obviously if bernanke thought this would happen, it's why he decided not to taper. i can't think of a worse investment than re/max.

its sales would be crushed. but buyers laughed in the face of this abyss. they didn't care. they wanted some re/max. and what area has been the weak nest the economy going into the shutdown? apparel industry. what is burlington coat? apparel. wait a second, burlington sells discounted coats. i deserves into in the category of discount stores and tj maxx. i'm sick of that that is just so darn glib. in the end, you don't shop cheaply in a catastrophic situation. you simply stop shopping. you know what? you can go with the shirt that is not as nice as a new shirt. if we default, the next thing you're going hear is that social security checks aren't going to be sent out there. will be no reimbursement for medicare. this is the kind of scare stuff people do. believe me, those are a lot less sacrosanct that government debt. she demurred when i suggested this might not be the ideal for the company to come public.

she said a lot of shutdowns, it would do fine. but it has never been through a debt default. who the heck knows? we know the facts. we know what we can face. what gives with the buyers? one, i think the buyers no longer fear washington, because in the end, it's a paper tiger down there. every time they walked away from buying in washington they missed a big rally. so they would just assume participate in these two plays would be purpose if washington reaches a compromise. secondly, this is the most devastating indictment, the buyers think the company has nothing to do where what 457s in washington anymore. the prices we pay include a washington discount already whom. the heck cares? it's baked in. i think it's still too glib. i believe if the two sides can't agree this will go down, and go down hard. was, you know, one in four. here is the bottom line. the buyers right now simply aren't taking counsel of anyone's fears. they don't even care anymore because they know what a joke washington. the difference between me and the buyers, we both think

washington's become a joke. i just think it comes with a financially deadly punch line. jason in oregon. jason? >> caller: a big oregon duck boo-yah, jim. >> hey, a chip kelly, you know -- hey. boo-yah. >> caller: all right. my stock play is immunomedics. it has 12 medications in the pipeline, orphan status. its drug is on fast track. it's had a big breakout the last two days on heavy volume. i wanted to see what you thought about it. >> this is one that i have waited for years and years and years to have that breakout. and it's finally happening, and i got to hand it to them, because i remember this is one of the stocks that i bought from my dorm at harvard law school. i'm not kidding. i paid about 8 bucks for it. where is it going? let's check now. i paid 8 bucks for it in 1984, i think, and bingo, it's at 7. telling. dan in nevada, please.

dan? >> caller: hey, jim, this is dan. boo-yah. >> boo-yah. >> caller: hey, i was wondering about the price of gold action and the gld and whether you prefer the gt -- gld, the miners, or some financial -- >> okay, stephanie link, coportfolio manager of me my charitable trust and a contributor to cnbc, we both agreed today in a chairman's club call we do for subscribers that gld is the way to go. and i said it's right. i think the india pressure is almost over. september is a huge gold month and they haven't been buying. that's why gold is down. i need to go to robert in my home state of new jersey, please. >> caller: hey, jim how are you? >> i'm real good. >> caller: i wish you could shed some light in alcoa. i worked in the industry, and it's a product that is used widely in many different industries. i'm curious to know why it performs the way it does. i just heard something about a downgrade. >> i saw klaus kleinfeld, the

ceo, yesterday. look, he is doing the best he can. he is a great executive. but in the end, there is just too much aluminum. and a lot of people feel that alcoa can wait. the gift of fear. buyers might think washington is a joke. the problem is the punch line not that funny. "mad money" is right back. coming up, inside job. the government shutdown might stall this week's all-important jobs report. but that won't stop cramer from giving you a look at market moving employment figures. don't miss his exclusive with payroll processor paychex. and later, from the back seat of a ford fairmount to front and center of the new york stock exchange, cramer is reflecting on the lessons learned on his 30-plus year journey navigating main street and wall street. plus, golden pipes?

american oil and natural gas has helped transform our country into an energy exporter. is enbridge energy the way to play these new finds, or could government regulation slow this flow down to a trickle? find out in cramer's exclusive, all coming up on "mad money." don't miss a second of "mad money." follow @jim cramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give him a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. run, go, go! did he just fumble? "i" formation! "i" formation!

we have got to get the three-technique block! i'm not angry. i'm not yellin'. nobody's tackling anybody! we got absolutely... i don't think this was such a good idea. i'm on it. if we can't secure the quarterback center exchange... you're doing a great job, coach. well they're coming along better than i anticipated. very pleased. who told you to take a break? [ male announcer ] want to win your own football fantasy? just tell us. then use your visa card for a chance to win it. just tell us. help the gulf when we made recover and learn the gulf, bp from what happened so we could be a better, safer energy company. i can tell you - safety is at the heart of everything we do. we've added cutting-edge technology, like a new deepwater well cap and a state-of-the-art monitoring center, where experts watch over all drilling activity twenty-four-seven. and we're sharing what we've learned, so we can all produce energy more safely. our commitment has never been stronger.

with the government shutdown here, and possibly here to stay for a while, it could do a real number on our economy, especially small businesses that get all kinds of government assistance. so who is the pulse of the small businessman? who knows more about business formation and hiring? something we especially need to know, given that we have to wait until friday of next week for the labor department's september employment report. who can tell us these things? how about paychex.

payx. the company's premier payroll processing company for small businesses. we know that adp handles big businesses just came out with disappointing data. but what does paychex have to say after the close. with revenues that came in slightly better than expected, rising 5.1% year-over-year. it shows you how many people they have on payroll. and here they saw an increase up from .9% last year. paychex is a human resources division that is driving a lot of the company's growth. the conference call was generally positive, including optimism about how the affordable care act will affect their business, though the shutdown could pose a problem if it's protracted. i want to dig deeper here. let's check in with marty mucci, the president and ceo of paychex. welcome back to "mad money." >> jim, thanks. good to be here. >> marty, we were listening to the president earlier on closing bell. this is hurting everyday people. your business needs the

formations of new businesses to really thrive. won't you have to admit to the street that the estimates are too high because of washington? >> well, i don't know. at this point, i think the biggest impact is those businesses, small businesses tied to the federal government. and then there are those things looking for loans, looking for assistance, setting up a new employer identification number. those are things that will slow them down. i do think they're going the figure out a way out of this. and i think right now if we can get consumer confidence up, that's the biggest thing that is going to help small business continue to grow. >> you raised the point they was to be go to, which is when the irs is closed, if the s.e.c. closes, you have a lot of documents that when you start a business, you have to get retrieval from the government. i mean, why wouldn't you just put your thing on hold until this is over, because your lawyer or captain will say the irs is closed, we can't get you that data? >> well, for the one thing, you might want to get in line. sometimes if you just get the

process started, even if they're closed now, at least you're get in kind of in the queue to get it started. i really do think they're going to find a way to resolve this. they're going to have to figure this out. they're not going to let this go on too protracted. the good news is that as you mentioned, checks per client up, that's 14 consecutive quarters we've seen the checks per payroll go up. 1.6%. that's even stronger than our fourth quarter. so we're feeling pretty good that those existing businesses are continuing to add employees. >> okay. now, there is a faction of the congress that says that the country can't handle affordable care act, that it's bad for business, that businesses aren't ready, that businesses can't. you have advised more businesses probably than any other company in the country. are businesses generally ready for the affordable care act? >> well, i don't think they're ready right now. there has been a lot of confusion. the biggest thing we get from small business is they're confused what their premiums are going to be. they're confused whether their employees are better off going to exchanging versus their own, how much applies to them, what

they have to file. companies like paychex are helping them navigate through that, but there is a lot of confusion. and of course that doesn't help new businesses start up. but the existing ones will be able to work them through it. but right now a lot of confusion as these exchanges have just opened up yesterday. >> do you have businesses, and i know your product well, that have, say, 40 employees, and they're coming to you and saying listen, i understand there is this 50 rule. do i have to split the two companies? should i stay at 49 and not hire over 50? >> absolutely. >> you do. >> and we have products that basically just do that. because it's really on a full-time equivalent basis. so you could have multiple locations if you owned a couple of franchises you. have you to add those together. you to put all the hours together. these are things that companies like paychex can help. with that's the things that are very confusing to the employers right now, particularly small business. >> you mentioned the 14 straight months. you have obviously gone in the right direction. what would it be if government just said, okay, listen, we got to be laissez faire for a little bit here and let the economy percolate.

do you think that number will go up dramatically? >> i think it would. i think there is some small businesses sitting on the sidelines, one, waiting to get started. i also think there are small businesses that while we're seeing additional employees, i think there is a lot more waiting to add employees. and fundamentally, i've always said you got have consumer confidence. you've got to have somebody buying the product. and i think when consumers start getting that more consistent and start buying more, these businesses are going to start up. i'm pretty bullish on it. >> okay. your business self takes in money, and you buy treasuries. you buy risk-free assets. when you hear talk about the debt ceiling not be raised, you have money in what you think is risk-free. will it no longer be risk-free, and is that something you're concerned about? because you're really the caretaker of billions of dollar of people's wages. >> well, yeah, we certainly -- we have on average $4 billion that we're investing. our principle goal here is to protect that principle, obviously. and earn on it, but the first thing is to be sure we can cover

all of our clients' needs. and that's what we do. and we have done it for over 40 years. i'm not too concerned. we're very confident in how we invest those dollars. and we would love to see the interest rates go up in one sense to earn more. but i think certainly the lower interest rates will help small business in the short-term. circumstances there any conclusion i can draw that you're willing to go to brazil in order to be able to grow revenues, and perhaps the implication being you know what, you can't just do it with the united states anymore? >> well, no. i think there is a lot of opportunity in the u.s. and i didn't want people to misunderstand that. we're looking at all ways to grow the business at paychex. one of the ways is product innovation. it's product expansion, which includes geographic expansion. we've been in germany. we now doubled our size in germany. we've gone to brazil because we think there is a great opportunity there with the small business environment. but still lots of opportunity in the u.s. and that's where the obviously the far large majority of our revenue is coming from. >> i interview you'd many times

after many quarters. despite what is going on in washington, this is the most bullish i've heard you in terms of business formation and the possibility of more hiring. >> it really, jim. we've had a very good first quarter in sales execution. our small business payroll sales, our 401(k) is up. we're seeing more 401(k) startup than last year, and actually the previous two years. so we're seeing good sale there's. even with all this going on, i think small business, you know, is starting to come back. >> well, you've been very honest when it wasn't. so i appreciate the candor now. thanks very much to marty mucci, the president and ceo of paychex. i think things are only going to get better. stay with paychex. stay with cramer. coming up, from the back seat of a ford fairmount to front and center of the new york stock exchange. cramer's reflecting on the lessons learned on his 30-plus year journey navigating main street and wall street. and later, golden pipes?

american oil and natural gas has helped transform our country into an energy exporter. is enbridge energy the way to play these new finds, or could government regulation slow this flow down to a trickle? find out in cramer's exclusive, all coming up on "mad money." [ female announcer ] what if the next big thing, isn't a thing at all?

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all anyone wanted to talk about was the darn car. that's my takeaway from last night's 2,000th episode, the brilliant decision by "mad money" amazing staff to have it hidden behind our stage is the most dazzling portion of the show that i want to thank all of you for. because if you hadn't been tuning in all along, i would have been canceled years ago. instead, i had the honor, yes, indeed, of ringing the closing bell today to commemorate "mad money's" milestone 2,000 show. and you should know i was thinking of all of you out there while i was ringing the darn bell. i don't made the show. you made it what it is. and i hope you stick with us for another 2,000 shows. i'm reupping right now. but back to the car. first, heather, capital gains from our fabulous staff tracked down and rented that car from a company that has an inventory of old autos for hollywood's usage. i didn't know that duncan niederauer, an old friend from

my goldman sachs days was leading me to it. the whole thing was a total surprise to me. and i was panicked as he led me to the previously hidden car that our staff and camera keith didn't know, and i thought he couldn't follow me and i was going to get in trouble. i thought i was going to get in trouble with regina gilligan, my executive producer. but she hatched the plot to allow duncan to talk to me about the arc of my career from the nader of my financial history to the 2,000 show milestone. but what about that original ford fairmount? i bought my first car in 1977, that car, when i won $1,000 from the philadelphia's home run play-off game. i only entered once. i got picked, and greg the bull slammed the pitch over the left center wall. they announce mid name and i got the check. i took it to ford and had it shipped to tallahassee, florida where i was working. after i won a bunch of spot news awards for my reporting of ted bundy, including some homicides,

the now defunct l.a. herald examiner hired me to do crime. my paycheck in tallahassee was a kingly ransom. but the $20 bumper week put me in a hand to mouth situation. i rented a bungalow near fairfax. and soon after it was broken into on repeated days, the worst being when i came back from covering a sniper in san diego, one of the horrible school homicides by a girl named brenda experience. when i returned from san diego, there was nothing left, nothing. cleaned out. so all i had were the clothes on my back and my car. i was evicted immediately. so we begin the odyssey where i would try to bum a room here or shower there and try to get enough money to augment my wardrobe. i refused to go home and dug in my heels for duration. when i would meet someone of the opposite sex and was lucky to hear your place or mine, easy answer.

but there were many nights camped out in the back bench of the car you saw yesterday. the lowest of the low points, i would stay at a truck stop. i had to borrow a .22 caliber miss federal my colleague, and my predilection for alcohol at that time ran just to jack daniels bought at the liquor barn and not the cheap scotch that i sip on the linoleum floor i sip on when the market goes down. it's not pleasant when you live in your car. here is what happens. you tend to get sick. i got mononucleosis, i had no health care with because i was transferring to southern california to cover crime and kaiser permanente was only in the south. i was lucky to have a farm worker's clinic to sneak into between stories. when i couldn't get regular health care, i finally came back and moved in with my sister nan in her studio apartment in greenwich village, whose nan is

the mother of cliff. they never caught the guy who stole the money. you can read about that. i ultimately did get better. i always carry a bit of fondness for obama care because i sure wish i had health care when i was down and out. it's what happens. when you're down and out, yes, you want health care. you want someone to give it to you. there was never a moment, there was never a moment when i thought i couldn't come back from that miserable time, which frankly i now romanticize because as dylan has taught us, when you got nothing, you got nothing to lose. no wife, no kids, no money. but i did have something bigger than that. i had faith in myself. i'm not a quitter. you know that. i had never been a quitter. that's what i thought about when i saw that car yesterday that car is a testament to the fact you can come back from anything. and i need you to know that lesson. here is the bottom line. this is an amazing country if you believe in yourself. sometimes things do work out. wand a little bit of luck and a lot of faith, i drove myself to my 2,000th show. let's go to tim in california. tim? >> caller: hey, jim. i like sjm. what do you think?

i'm long. >> no, you're so right. that company is so well run. i wish they would come on. acquisition is brilliant. i know it's come down a little bit, but it's up so much. just a little profit-taking. you got a good one. i want to go to maurice in new york. maurice? >> caller: cramer, boo-yah. >> what have you got, chief? >> caller: happy 2,001 birthday because we missed yesterday. good luck and thank you for everything you do for us. >> well, thank you, man. thank you. we're exhausted, but we keep coming at you. >> caller: you are thebomb.com, period, done. i want to know about kindle morgan's partner kmp. i owned it for a while already. what is going on? >> well, rich kinder had to defend himself recently from an attack are he was being viewed as someone who was skimping on his infrastructure. and i think it's wrong. i think rich kinder does run a big company, and you have to continue to add pipelines to do well. but i like kinder morgan here. i know when interest rates go higher kinder goes lower. you have a decent entry point. i like it.

look, when the going gets tough, and it was tough for me, well, this is, you know, it's just a great continent. and here is what i have to say. [ bell ] stay with cramer! tomorrow, kick off the trading day with ""squawk on the street." we started when velociraptors ruled the world. it is time.

it is time. time for the "lightning round." calls -- buy, buy, buy! >> sell, sell, sell! >> play the sound -- [ buzzer ] -- and then the "lightning round" is over. are you ready, skee-daddy? let's start with fozzy in colorado? fozzy? >> caller: jimbo, big boo-yah from fozzy bear colorado. i want to talk about yahoo again. i think it's hugely undervalued.

the microsoft bid was $44.6 billion. we're only at $34 billion market cap. >> right. >> caller: nine bucks to go, i think. >> fozzy wozzy was a bull. it's dependent on alibaba. alibaba is going to continue to go up. i do think it will go higher. i share that predilection for higher yahoo prices with fozzy. can i go to sandra, please, in north carolina. sandra? >> caller: jim, boo-yah from north carolina. i want to know what your take from cxw. >> i have tried to predict the corrections business and often fail. it's a contract business. contracts come up. i'm going to tell you don't buy. don't buy. too hard to analyze. gino -- no, linda in north carolina. linda? >> caller: hey, cramer. linda from north carolina. i need your take on omer, please. >> omer.

i -- i don't know omer. i don't know that stock. i'm going to have to come back on omer. can i go the gene in california? gene? yo, gene? >> caller: hello. >> you're up, gene. >> caller: hey, jim. >> yeah? >> caller: oil, oil, everywhere, but not a drop for kog in your last report. what is up? >> kog put it up for sale and then takes it off for sale and the stack keeps going higher. i believe the stock is worth $14.50. i'm a believer in anadarko. i'm -- actually, i think noble be one of the best too. let's go to dennis in pennsylvania. dennis? >> caller: hey, jim. congrats on 2,000 shows. >> thank you, dennis. >> caller: but in hurricane season, is hig a buy based on this observation? >> my charitable trust sold hig. we felt it was extended. we felt that the stock had peaked.

i do prefer travelers. may i go to john in florida. john? >> caller: hi, jim. this is john in florida. jim, about two months ago you gave a thumbs-up on amd, advanced micro devices and i purchased it. two weeks ago you gave a thumbs-up. >> yeah. >> caller: but monday i got mixed signals from you. >> i do like amd. i'm sorry if i gave mixed signals. i think amd is a $5 stock. and i know you're a many time long time. and so you should know that. bobby in california, please. bobby? >> caller: hello, cramer, how you doing? >> well. how about you? >> caller: very good, very good. i have been watching the last 15 years. today is the first time i'm calling you. it's about the kandi technology, kndi. >> the only one i know that well is polaris and scott wine. i would like to know more about kandi. i wish he would come back.

that guy is one great manager. atvs? i don't know, i like them. i'm not scared of them. let's go to brian in maryland. brian? >> caller: jim, boo-yah from rockville, maryland, the purple palace. >> my cousins live there. what is going on? >> caller: i'm look for a local company, united therapeutics. >> oh, man, that company is so good. we recommended that when we first started the show. and i have not circled back to it that is a mistake. you got a winner there. david in kansas, david? >> caller: ba-ba-boo-yah, cramer. >> yeah. >> caller: hey, two weeks ago you said biomarin was 5. is it still a buy? >> well, yeah. let's not be penny-wise here. biomarin is up 52% this year. we started recommending it a couple of years ago. i know that's going to give you a lot of heat @jimcramer on twitter. this is a stock show, and i think the stock goes higher. >> buy, buy, buy!

the "lightning round." the "lightning round." sponsored by td ameritrade. mo. [ thunder rumbles ]

i keep telling you that some industries are a lot more immune to the government shutdown than others. take the pipeline stocks. you know i've been pushing many of the domestic oil producers because nothing in washington can negate the vast amounts of crude they found across the country in many of our bountiful shale plays. if anything they're better immunized against government insanity because they make their money off of fees for transporting oil and gas. even if the price of the commodity craters, they still do just fine, which brings me to enbridge. the company that operates the largest, longest crude oil and gas liquids pipeline through canada and the united states. enbridge has major exposure as well as to the alberta oil sands, where the company just announced it is planning to build a billion dollar pipeline. plus, enbridge has gotten in on the natural gas gathering business where they collect gas from wells and transport to it a central location. on top of all that, the company has a huge renewable energy kicker, one thousand megawatts including wind, solar, geothermal and they're pioneers into space. the company should grow earnings

by 13% annually through 2017, they should be able to raise that dividend many times over. let's talk to al monaco, the president and ceo of enbridge, find out more about his company. mr. monaco, welcome back to "mad money." >> hey, jim. very good to see you again. >> thank you so much. i got to get right to this, because the groups have become a little controversial. not yours, not yours, but the group there is a sense that maybe their companies have hidden exposure to the price, to the commodity of oil and gas. and that they claim they're toll roads, but they're really not. are you just plain and simple a toll road? >> i think for the most part, jim, yes. and the premise behind our business model is that it is a fee for service business. >> right. >> and in many cases we have long-term through put business for support on the pipeline. so a very long-term and stable stream of cash flows. >> now you have gigantic, gigantic plans, billions of dollars of plans. you talk about prefund and talking about being able to have the money. how do you know the money is going to be there?

>> you know, funding the capital program is an important part of executing. >> right. >> it's not just putting the pipe in the ground. it's making sure you have the funding. so we prefund in many cases to make sure that capital is there. we have very good liquidity back stops. as you point out, we have $36 billion in capital. and $26 billion of that is secured over the next five years. so those are projects that are in execution. so it's critical that we have the funding for that, and we have good access to the capital markets for it. >> are you one of the largest, if not the largest hirer in north america? >> over the last several years we've added about 30% to our staff. that's critical to execution as well. you've got to have the people to make this stuff happen. it just doesn't happen automatically. >> okay. people have asked me to ask you, including the last time someone said i want to talk to you about the notion that we have all this oil and particularly in alberta, but our country doesn't want it. the canadians want to send it to us, but they're going have to send to it china because of our resistance. true?

>> i think we're going to work through it, jim. i think the reality is north american refiners need canadian crude oil. and particularly heavy oil. and the reason for that is you've got a lot of heavy oil capacity, refining capacity in the gulf coast. the total refining capacity is about eight million barrels per day, as you know. and the feed stock for that, a lot of it is perfect from a canadian crude perspective to feed that requirement. so it's a real good match in terms of canadian production and u.s. refining capacities. >> but people say al, that stuff is really dirty. i mean, once you have the refining chemicals that honeywell has, is it any dirtier than anybody else? >> the reality is that the oil stands is marginally more -- from a emissions point of view, more impactful i guess if you want to call it from a wells to wheels basis. so really, i think that's a misnomer. canadian crude is certainly a

well-formed and well suited to the u.s. market. >> and yet hearing your presentation, you talk about the challenges. what are they? competitive landscape. we all face competition. the dilemma, vocal opposition versus need for energy. who is winning? >> that's the dilemma. so i think we all agree that we need the energy. there is no doubt about that. but there is this opposition. so i think where the pipeline industry is going to and the whole energy industry for that matter is the need to make sure we're developing energy sustainably. and that means we have to focus on safety, reliability, and environmental protection so that we're balancing the two. the general public no doubt wants to have energy developed in a sustainable way. so that's where we have to move to. >> now, you got to be just laughing that because of the tough nature of siting pipelines and the controversy over pipelines, that we're sending oil around in the most dangerous forms in the world. we're using trains. >> well, we look at that one this way.

there is no doubt that you need all kinds of transportation infrastructure to move the energy. the way we look at our pipeline business is that we focus on what all i'll the meaty part of the growth profile in oil. the oil that we think and are highly certain that is going to be there. so there is a role for rail as well. >> but as an environmentalist, as an environmentalist, i know you are very deeply. your company is committed to environmentalism. people can laugh at that, but go see all the money you're spending. when you rather see oil piped through a pipe than a train? >> we think pipelines are the most effective way to move crude oil there is no doubt than in our view. but there is also a rail for rail in this. so that's really the key to all of it. we needs all forms of transportation. >> that's in part because we have so much now? >> exactly. you know for a fact that oil production in north america is growing leaps and bounds. and what is happening there, jim, where we used to see oil move from the coast inland, the

crude is now going from inland to the coast. and so that means we need infrastructure. and that's where we come in. >> last question. north american energy self-sufficiency. people still laugh at some stations because they're not focused on it. 2020 maybe? >> maybe 2025, in that range somewhere. there is no doubt with the growth in production from the united states and canada, north america is on the road to self-sufficiency from oil. >> i wish the politicians would listen, because they could probably get us there a lot faster. >> we'll get there. >> all right. thank you so much. that's al monaco, president and ceo of enbridge. this is the safest growth one. if you read the documents, you will see. they have a growth plan to actually raise the dividend, and they actually tell you. they don't say, well, wait to see what the board says. it's all in here. al monaco, president and ceo of enbridge energy. i like this one. stay with cramer.

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just yesterday we celebrated our 2,000th episode here at "mad money." and it made me reflect on what this show is truly about. and that is, yes, education. i do love my snarky soundboard that buy and sell when you ask me about an individual stock. what i enjoy is teaching the fundamentals. a big classroom i got here for long-term smart investing. the cornerstone, diversification. so let's get to it. this is where you call or tweet me@jimcramer.

you tell me your top five holdings and i tell you if your portfolio is diversified enough. i want to thank everyone about @jimcramer. let's kick off in this 2001 space odyssey "mad money" with allen in new york. allen, you're up. >> caller: boo-yah, jim. i got dd, qualcomm, tsla, facebook, and apple. >> oh, man. you got some high roller there's. dupont. dupont is an enzyme company, okay. it sells enzymes. apple is a very inexpensive stock. my charitable trust owns it. facebook, my charitable trust owns it. tesla is, well, what can i say about tesla? it rallied five points right at the end of the day. qualcomm. tech, tech, tech. tesla obviously tech.

i got to throw this whole deck back. i'm going to keep dupont and apple, okay, because those are cheap. no, i want to keep dupont and facebook, if you don't mind. and we'll add a drug stock. so we'll put in bristol-myers. we'll take out tesla, and we'll put in united technologies, which was falsely down today. and we're going to take out qualcomm. and you know what we're going to put in there? we're going to put in enbridge, because i like the cut of the jib. let's go to dean in washington, please. dean? >> caller: hi, jim. calling from washington state, home of the wazzu cougars. >> that's right. i think they're good this year. >> caller: okay. i only lockheed, lmt, microsoft, msft, cisco, csco, intel, intc, and wells fargo, wfc. i want to know if i'm diversified, and i'm thinking of selling lockheed and buying

total oil or at&t. do you have any preference? >> i got you. i got you covered here. first of all, you got the cluster. you got the three techs. we're going to sell microsoft, because everybody else is kind of selling it. we're going to sell intel, because that's not doing that well there. we'll keep the cisco and add the total and the at&t and keep the lockheed martin because that's a really great situation, great balance sheet, great ceo. please come on the show. and wells fargo's john stumpf if you can come on the show too. i'm giving you telecommunications, give you a tech stock and give you an oil. that is what i want. >> hallelujah! >> that was easy. i need to go to morgan right now in california, right now. morgan? >> caller: hey, jim. my stocks are yahoo, yhoo, hasbro, has, blackstone, ticker bx, melco, mpel, and textron, txt. >> ooh, a bit of a value player, are we?

melco is third after wynn in las vegas. i would prefer you to trade up to wynn. blackstone group, we've been recommending that for a long time. textron is an underperforming stock that could always -- always one step away from breaking up and making awes lot of money. yahoo is breaking up and making us a lot of money. and hasbro. we have a toy company. let's call it an internet company. we have a diversified conglomerate. a private equity company and a casino company. that's perfect. that's what i want to see. i've got that broad nature. i need to go to jonathan in massachusetts. jonathan? >> caller: boo-yah, jim. congratulations on your 2,000th episode. i have rige, boeing, and amd. >> all right. well can take care of this quickly. amd is tech. boeing is aerospace. citi is bank. and this is a spec is stock. we have aero, tech, auto, bank and spec.

i like that. i think that's a real good portfolio. well, that's the end of the 2001 space odyssey of "am i diversified." stay with cramer. keep up with cramer all day long. follow @jimcramer on twitter, and tweet your questions, #madtweets. building animatronics

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first, i want to wish key crewmember justin and colleen best wishes. they're getting married this weekend. now, i always like to say there is a bull market somewhere. i promise to try to find it for you right here on "mad money." i'm jim cramer. see you tomorrow.