jon? >> coal, i'm going with the real estate investment trust. >> vaw, it's a buy. >> karen? >> i still like bac, bank of america. >> grasso. >> yahoo, bye. >> see you back here tomorrow again at 5:00 for more "fast." meantime, "mad money" with jim cramer starts right now. my mission is simple. to make you money. . i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, i'm just trying to make you money. my job is not just to entertain but to coach, teach and explain. so call me at 1-800-743-cnbc. you know what, i'm taking a vacation tonight. i'm taking a vacation from washington. oh, i wish it could be a

permanent one, but i know from the flimsy deal it's only a few weeks maybe a couple of months at most before my washington vacation is over. and the political ugliness is once again front and center. however, the simple removal of washington from the equation coupled with the slew of earnings report contributed to strong market action today. dow back slid two points, but the s&p rallied .67%, nasdaq climbed .62%. you have to discount the dow, these days, by the way, because ibm, goldman sachs new dow entry and united health. three big stocks all reported disappointing numbers. so much for that indexes representational powers. so tonight i'm going to talk about the triumphs and tragedies in the corporate world. companies executing magnificently along with the companies that seem to have lost their way and desperately need a shake-up. because the difference right now between whether a stock is going up or down may very well be what's happening in the corner office, not down the potomac.

the first celebration, verizon. vz. so often people ask me what makes for a perfect quarter. what am i really looking for? what do i need to hear? what makes me excited? first i want double digit growth in operating income and earnings per share. second, i want some significant revenue growth. strong operating cash flow and considerable increase in margins over at least 100 basis points. i want to see customer loyalty by whatever metric the industry may be using. i want to see innovation and share take. and i want a solid beat of the estimates and a nice raise of the guidance to a higher level based on blocking and tackling as well as innovation and new products. you know who checked off every single box i just listed? every single one? verizon, that's who. verizon gave me every one of these key line items, that's how a stock goes higher, people, that's how you decide what to own. the company's paying a fortune to buy the rest of verizon wireless from vodafone, arguably more than they would have a couple years ago. that $130 billion price tag seems outrageous.

but it's immediately added meaning estimates will come up when it rises and caught the bottom of an interest rate cycle, meaning they didn't have to pay a lot of money for that money they borrowed. you know what, that's enough for me and i guess for everyone else because the stock was up $1.65 off this number. this is a total tribute to the people that run verizon, to lowell mcadam and, yes, i'm going to do this because i think it's only right to ivan sidenberg, the visionary former ceo who put the former team in place. verizon's a pure joy for me because so many people have bought it off "mad money," perhaps the most widely recommended stock since the show began more than eight years ago. second is american express. here's a name that's every bit as household as verizon. i got their card, you might too. not that long ago, seemed like it was definitely on the ropes. it had lent money without good credit checks. its business seemed maybe passe, perhaps soon to be eclipsed by paypal and a host of other new

age credit card companies. forget about that. american express handily beat the estimates with net income up 9.3%, credit card losses at historic lows. so often considered suspect was picture perfect this time. ub you know what i think it's getting better. the company saw no secession in spending in the quarter pointedly noting it didn't skip a beat despite washington's corrosive influence on business. it was, indeed, picture perfect and that's how this gigantic stock rallied $3.91 in a single day to a new high. then there's one of my absolute favorite companies and you know this one because i've had the ceo on so often ppg. the old pittsburgh plate glass now ppg. many think there are no real opportunities for growth in the global economy for an industrial company. may i suggest thatly ton the ceo of ppg when he talks about how every major region around the world had record profits and he says that europe is turning around. may i remind you if you innovate, you can grow and ppg

is an innovation factory. if you shuffle the deck a little, including buying up various proprietary coatings by selling georgia gulf, the chemical business that was commodity and buying from the coating business, then you can take control of your own destiny. this was a flawless industrial, it triumphed, which is why the stock jumped $8.25. all right. let's call it out. let me give you the flip side. companies which executed so poorly that i'm left scratching my head and raising my eyebrows about what went wrong. let's start with exhibit "a," ibm, i'm aghast at what happened here. this may be the worst quarter from any major company in 2013. this is the worst quarter, by far. here's a company with no growth whatsoever, company getting its butt kicked everywhere, particularly in high-growth areas, where resurge in china, produced a 22% decline in sales,

40% plummet in hardware sales to china. but ibm seemed clueless about how badly things were going. there was an open rebellion on the line. right from the start. listen to this quote from tony, he's one of the deans of the game and here it is. you've missed consensus revenue expectations for seven quarters, he said. if it weren't for a huge tax benefit, this quarter would have been a very significant earnings per share miss. holy cow. i mean that whole comment was more of a statement of disgust than a question. although tony did add he couldn't figure out what's been occurring at the company that's so different from what had been the case in the last seven to eight years. hmm, perhaps a change in management. and this management ha no answer. by the way, tony is really nice. i think that ibm simply doesn't know how poorly it's doing. it sits there and buys back stock even with the now challenged cash flow, something a large shareholder warren buffett pointed out as a positive. i could care less about a buy

back. what do i want? i want the growth that google's giving me. i don't want the buybacks, i want spectacular growth! and really, the only growth i heard on this call was embarrassing. growth in the cloud. ibm patted itself on the back, for putting up $1 billion in cloud revenue. salesforce.com will do the same thing this quarter. but what a difference. salesforce will do $4 billion in revenues, ibm will do $100 billion. cloud is irrelevant to them. ibm's way off course. i think it might be secularly off course. i think it is broken. how about ebay? here's a company that reported a quarter that got worse, worse to the point where it said ecommerce is dramatically decelerating and that deceleration happened through the course of the quarter, end quote. the company used the term four times, twice modified by dramatically. i found myself scratching my head even with all of this

make-up and now it's underneath my fingernails. how could there be deceleration when numbers were terrific all quarter? i think you sell the stock right here because i bet very few other companies are going to see that kind of deceleration, sell ebay. finally, one more that got under my craw, it's personal but now it's business, michael, it's business, xilinx. it's not about making friends, it's about making money. we had the ceo of xilinx not that long ago and he talked taking share and taking names. i endorsed the situation, i stuck my neck out. we bought some for the charitable trust -- then last night we got news that xilinx lost a huge order from a competitor. the guidance was tepid, a forecast cut i figured we'd get an increase. the trust took advantage of the dip to buy. well, because the company's got

a great track record. but what the heck, that was a disappointing execution from a company i respect. i'd like to know how that happened. just a heads up, flag it. intraquarter, flag it, three stories of execution, verizon, american express and ppg. and just so you know, i think verizon and american express and ppg are more representative of this earnings season than those losers. something i think we'll talk about again tomorrow when we dissect two of my faves google and chipotle which reported terrific numbers tonight. the bottom line, great companies don't make excuses, they deliver the goods. i celebrate the triumph of verizon, american express and ppg over the world's ills, particularly the ones generated by american politicians while i question the soundness of what's going on at ibm and ebay. there's still no excuse for depressing disappointment. jim in florida. jim? >> caller: hey, jim.

greetings from beautiful daytona beach, florida. >> i love daytona, i took my car out on the beach, one of the most exciting days of my life. i was living in my car at the time, great beach front address. >> caller: listen, i've got harley davidson stock and as you know they had a recall today. i wanted to know with the stock being down today, is this a buying opportunity for me? or do i need to ring the register a little bit? >> you know, i've got to tell you, i think harley's doing incredibly well. i would not ring the register on that. harley's one of those companies that people, you know, they just keep trying to second guess. the analysts are always saying, i don't know if it's a good number. it's a great american brand and it's loved, buy it, down a buck. ashley in california. ashley? >> caller: b-b-b-boo-yah, jim. fresno, california. or as my daughter likes to say fres-yes. >> okay. >> caller: i want to talk about walgreen's, trading at an all-time high. is it a sell, a hold, a buy?

>> you know, i've apologized to mr. watson i'm going to do it again. i did spend $83 there and i punched in my number and didn't get any discount today. walgreen's is a great company with a remarkable turn, great deal with pharmaceutical benefits manager. did hit the 52-week high and not done going higher. mary ann in connecticut, please? >> caller: hi, jim. >> how are you? >> caller: great. now that i've got the most knowledgeable and animated guy on tv on the phone -- >> you're very kind. i wish i were more knowledgeable. every day i say to my friend david faber and carl quintanilla. go ahead. >> caller: i'm calling about aqua america. >> sure, my philadelphia suburban company i used to drink the water of when i was growing up. >> caller: i've had it for some time and so far i've been very satisfied with it. you know, the dividends have increased 23 times in the last 22 years there have been seven stock splits in the last 17

years. looks pretty good, been pretty good. i was wondering what your opinion of the performance and what should i watch for in determining if i should add to -- >> look, you buy aqua america because you want to get a good return, good dividend. and he gives you exactly what that is. you know what, when a stock delivers what it's supposed to, i say -- >> buy, buy, buy! >> with washington or without washington, great companies don't make excuses. all right? they execute, period. i celebrate the triumphs of verizon, american express and ppg. and you know what, the tragedies ibm, ebay xilinx the fault is not in the stars, it's in yourselves. stay with cramer. coming up -- ride this rental, united rentals is the largest rental equipment company in the world and its stock has been building on what's already been a strong year up over 30%. is it time to dig up some

shares? cramer's earnings exclusive is next. and later -- super stock? cramer's taking a look at one name that's already doubled this year. but could it double again? don't miss what he thinks is the stock of our era. plus, pipe dream? energy independence was once farfetched but the massive oil and gas finds in our own country will soon make it a reality. would kinder morgan help you tap the wealth of our natural resources? find out in cramer's exclusive. 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.

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now that the government has reopened the doors, n we can go back to focusing on what actually matters. it matters, the stock's earnings. consider united rental, the largest equipment rental company in the world. it owns around 400,000 pieces of equipment and machinery. they rent out to the united states and canada. home builders along with municipalities and government entities. the finger on the pulse of america's industrial economy. with everything from backhoes to forklifts, earth-moving equipment, aerial work platforms, portable generators, pressure washers and more. i like this company because it has a very smart business model. think of them as an equipment outsourcing play. even if they might not need it for a long time or might even just be using it once. united rental has reported yesterday after the close and the company delivered a

four-cent earnings beat off $1.59 basis. revenues came in a bit light. rising 7.5% year-over-year. originally an 8% gain. revenue was up 8.3%, reaffirmed the full-year guidance, authorized a $500 million buyback. talk about shareholder friendly, this company's only a $5.8 billion company. that's huge! no world the stock soared $2.15 today. let's check in with michael nelan. it's a company i like. learn more about the quarter and where the company is headed. welcome to "mad money." good to see you, sir. >> thanks, jim. >> absolutely. >> michael, first, i've listened to your conference call for years. this is by far the most bullish i've heard you. >> yeah, you know, we had a strong quarter, 8% growth on our rental revenue, we were able to raise prices, also able to do the share repurchase that you just mentioned. we're starting to see the undertones of a recovery

underway. that we haven't seen for quite some time. we project that '15 will be better. >> you used terms, you said they would heat up significantly in 2014. some things that fly in the face of the melee. >> yeah, there's a lot of things happening out there, the industrial play is growing in north america with the -- the energy sector, really growing on fracking and natural resources. so we're actually capitalizing on that. and with the acquisition we have at rse, we're integrating the best of both worlds and focused on that growth. >> that's been a huge, huge win for you guys. >> absolutely. we had over $230 million -- we said between $230 million to $250 million of synergies. we've achieved a run rate. well on our way. >> when i looked at your presentation which was clear,

there's a branch serving customers in north america chart and i said to myself, oh, my, is it possible there's no more room for more? >> no, absolutely there's room for more. we're putting in play this year 18 new locations. >> it's just because you can have more than one in a metropolitan area because there's so much volume right now? >> no, not only that, but we also have the adjacencies, power, hvac, growing very quickly. >> now, nonresidential construction has been stalled for four or five years in this country. this conference call made it clear that nonresidential construction may be where the action is. >> yes, absolutely. if you take a look at the trailing all the leading indicators such the architectural billing index, which overtime has been very, very bullish. >> right. right. >> not only that, when you take a look at over time, all of the past recessions, residential has also been our leading indicator for non-res construction.

we're now seeing that from our customers and seeing it in our results. >> now, one of the things that astonished me is you announced this share repurchase. the first thing in many of these analysts who were tepid said is that may be a mistake, to me it said you think your stock's darn cheap. >> absolutely. not only that, i would also tell you that we have the flexibility. we're able to grow our business organically, we've been able to also, you know, be able to invest in our fleet and on top of that be able to do a share repurchase. >> how about this metric you introduce that i wasn't that aware of. you used equipment as a way to be able to tell -- looks like that you can actually see just a fantastic curve showing exactly where, how much your whole fleet's worth. >> yeah. i mean, it shows the underlying demand for equipment. when you start seeing used prices go up and stay up, that's the underlying demand. >> yeah, see, i thought that was extraordinary. i think the street is underrating your stock. i've always been a big believer.

i think they feel like unless you do a big new acquisition, you're not going to deliver. but you've delivered consistently during a tough time. i think it's going to be great for you. >> thank you. appreciate it. >> michael kneeland. look, this is a construction company. if you buy caterpillar, you haven't made any money, down 25%. by uri, they're a big user of that kind of equipment and they're making the money. stay with cramer. coming up -- super stock? cramer's taking a look at one name that's already doubled this year. but could it double again? don't miss what he thinks is the stock of our era. ♪

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invested in the world. bny mellon. i'm always coming out here and telling you that stocks are at times wildly divergent from the underlying fundamentals. and right now, no two companies illustrate that fact better than best buy the gigantic consumer electronics chain and pioneer natural resources, the independent oil name tearing up the joint daily because of spectacular exploration and production in texas' old permian basin. two enterprises priced wrong in the year and it's worth examining how it could be so. so many people, particularly the academics even recently crowned nobel laureates. let's start with best buy. this stock came in at the year at $11. many worry the biggest brick and mortar purveyor could go under. you know the rap, best buy was

simply carrying a showroom for amazon. it was going to go the way of the book chains. and like circuit city was supposed to be the next circuit city, disappear. nobody survives in business when amazon takes them on, right? don't we all know that? we all had a good laugh last summer when richard schultz talked about buying the company, lock, stock and barrel. he was willing to pay an outstanding $26 a share. what the heck does he know? he's an out of touch founder, maybe a dreamer. now fast forward to present day where best buy got upgraded. with the piece of research entitled bby turn around has legs upgrading dow performed. of course the analyst should've upgraded it before, rallied 260% since the year began, finished today at $42.82 well above where founder and now the shrewd schultz wanted to buy it. the opko research analyst had

been a skeptic. pointing out among the thinning ranks of best buy naysayers concerned about market share losses, read amazon and not so hot consumer product cycle, many people made that judgment and in retrospect, it was totally wrong. first we know from speaking with gamestop ceo recently on the show this is the strongest consumer product cycle in ages. i've got to tell you, maybe ever. new machines coming from microsoft and sony to play grand theft auto, even though i find the concept abhorrent. there's been a shift by americans to buy hard goods and holding back on power purchases. we're not sure why. seems they're regarded higher than a new pair of shoes or slacks. how can i buy into that? you know what, i have to. there's too much evidence. i spend way too much money on clothes. i end up going through them lightning speed. how about money spent on something permanent. third, management is shaking things up, emphasizing cost controls while actually improving customer service as those of us who have checked out the new best buy have noticed

quickly, have you? i have. it hasn't destroyed bed, bath & beyond, hasn't destroyed best buy, even though both were left dead at the exact bottom. best buy's here to stay with the lowest prices in town, maybe even in cyber space. plus, the goods at best buy now excels its selling, they often require the help of an actual human being. hey, take it from me. look, i recent lly went into be buy to buy a gopro. i needed help to figure out how to work the darn thing and i got the help with someone with a smile, very nice salesperson. as more of these devices get bought by us oldsters, we need a hand. we can't check off a box and have it come to our door. the once strapped best buy is brimming with so much cash that we could see aggressive buybacks. in january we thought it was going to go under. wouldn't that be something? at the same time, we might be seeing an acceleration of same store sales again. that makes sense because management did what so many other retailers are unwilling to

do. it closed underperforming stores and invested in the good ones. while i still prefer gamestop because that's a much more direct play on the consumer tech hardware cycle that i'm following, this one's not done going up yet. showing you how wrongly priced the stock can truly be. now, pioneer, pioneer's a rather incredible story because here's a company that's sitting on the second largest oil field in the world and no one seemed to understand or know that. now, this judgment that it's the second largest was confirmed here last night by david dempser, ceo of core labs. how could the company with $50 billion, that is with a "b," barrels of recoverable oil be a well-kept secret as expressed by the fact this company is valued at 50 barrel, i think it's still cheap at double the price. i think it can go from $215 and

change to $300. it's discovered too much oil versus the market cap. and while oil's coming out as iraq pumps more and iran makes noise as being a good citizen. pioneer's growing like a biotech stock. deserves to trade higher, a lot of sell pressure at the end of the day. i saw that, maybe the stock comes in tomorrow, you get a chance. the correct valuation i believe had much to do with the cynical, overly negative, overly skeptical attitude that prevails among so many investors when it comes to the revolution oil and gas here in america. very few people believe that some oil field in the permian basin could be the second biggest oil field in the world ahead of anything in the middle east or russia save one huge field in saudi arabia. it's even more unlikely given pioneer -- thought there was nothing left of any consequence. somehow we revered these majors as if -- they're failing to deliver. you know what the major oil companies remind me of? they remind me of big old pharma, like merck and lilly.

pioneer being the equivalent of celgene. somehow struck pay dirt in the old field. it happened. and every day the market's trying to revalue the stock to reflect the immense value. it's a beautiful thing to watch the revaluation of a company that people didn't give a fig about not that long ago. to me, the stock's a best buy and pioneer are celebrations of how you can strike it rich if you're willing to accept that turn arounds can happen and science and technology can be used to increase value. if you check out best buy, recognize the changes, looked at the financials and saw the turn, you could have had a -- if you listened to the management of pioneer at the beginning of the year, you would have known the possibilities here. the take away from these runs is obvious. anyone that thinks the market is an efficient evaluator of what the company's worth has his head in the academic sand. and these are not one-off experiences. we've seen the same thing with eog, continental resources, and

again with gamestop and retail. that's not anecdotal, people, it's the truth. only academics and nobel winners could possibly believe that the stock market is efficient. stocks are wrongly priced all the time. that's why we do this show. we find them, we exploit the opportunities that aren't supposed to be available and we try to make a ton of "mad money" doing so. can i go to scott in louisiana, please, scott? >> caller: hey, jim, boo-yah. this is scott in louisiana. how are you? >> well, i just got back from louisiana, i love it down there. how can i help? >> caller: well, jim, i have a stock that slca, my holding period is about seven months. and i want to know, is it time to ring the register? i'm about 40% on it. >> you know, this is a fracking sand play. and i like the fracking sand plays. now, drilling's not that strong, but you know what, it's up 106%.

you know what, i think you've got to take half off the table because you've got a double and let the rest run. i've got to be prudent because we know from some railroads that fracking sand has not been accelerating here. they ship fracking sand. can i go to illinois please. >> caller: hi, jim, it's caesar in chicago. how are you today? >> all right, how are you? >> caller: good. briefly i've got to say i really admire your track record all the way back. >> thank you very much. thank you. >> caller: so actually the stock i'm looking -- i'm going to talk about is american capital, you mentioned other reits on the show, however with taper talks around the corner, i bought it last december, i bought it because it's a high dividend currently. it is, you know, down about 20%. >> i want you to go. >> sell, sell, sell. >> i don't like the mortgage

reits. i think they're entirely red flags. i think there's very little chance that these companies can handle a tapering well. please sell that stock. let's go to richard in florida. richard? >> caller: hey, jim, how are you? >> i'm real good, richard, how are you? >> caller: pretty good. my uncle's your biggest fan. jim, is nokia a buy? >> yes. they got a very good deal -- i mean i know the stock has run. i recommended it after they got that money from microsoft but they got a very good deal. i think the stock could run to $8, $9. i believe that if the telecommunications business that was left was worth a great deal and was being held back by the business that microsoft bought. so i think you've got another couple bucks here possibility. i think it can work like that. being open minded can open your wallet to opportunity. pxd, pioneer and best buy are examples of stocks that were wrongly priced going into the year. guess what, lots of stocks are. and you and i are here to find,

"mad money's" back after this. tomorrow -- kick off the trading day with "squawk on the street." live from post 9:00 at the nyse. >> i'm a little negative about the country not about the companies. the companies are amazing. >> that's another story. >> it all starts at 9:00 a.m. eastern.

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look for the experience and commitment to go the distance with you. call now to request your free decision guide. it is time, time for the "lightning round" on cramer's "mad money." play until this sound and then "lightning round's" over. are you ready skee-daddy, time for the "lightning round" on cramer's "mad money." mike? >> caller: boo-yah, jim cramer from the university of missouri. >> yes, what's up? >> caller: quick question, you bought adt the security company -- >> oh, mike, mike -- >> sell, sell, sell -- >> we don't want to be in there and housing is slowing down. john in pennsylvania, john? >> caller: yeah, jim, this is john. this company's got a great product nuance communications. is it time to buy it yet? >> no, i'm not crazy about it.

feels a little steeler like. let's go to colorado. >> caller: yes, jim. >> go ahead. >> caller: big boo-yah from st. louis, actually. >> nice. what's up? >> caller: hey, i'm calling about je, just energy and want to know if i should keep it. >> i'm worried. any time -- we always flag these stocks that have the big plus 11% yields, i don't trust them. i'm not going to be there. don in new mexico, don? >> caller: hey, big dodger boo-yah. >> well, st. louis guy just a second ago. what's up? >> caller: taiwan semiconductor. >> inexpensive stock with lots of -- one of my faves in the business. luke in california, luke? >> caller: big boo-yah from los angeles, california. >> fantastic, go dodgers, i guess. what's up? >> caller: hey, for the ending of the government shutdown? >> all right. >> caller: let me get a quick take two interactive.

>> oh, man, i've been wrong on take two! i haven't been bullish enough, i think the stock is growing higher. i do like gamestop more. edward in massachusetts. edward? >> caller: how are you, boo-yah? >> boo-yah. go ahead, ed. >> caller: yes. jim? >> yeah. >> caller: i'm interested in oasis petroleum. >> you should because it's a good oil stock. i don't like it as much as pioneer or eog. now tim in california, tim? >> caller: hey, cramer, i like mbfi, is a good time to ring the register? >> you don't need that one. honestly, you should be in wells fargo which was the a very good quarter. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. coming up -- pipe dream? energy independence was once farfetched, but the massive oil

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now that we can momentarily ignore washington, where should you focus your brain power? i kept telling you about one theme so powerful i thought it could transcend the management crisis. and with the crisis over, i'd like that theme even more talking about the domestic oil and gas boon. i've given you different ways to play this, but there's another one. as we produce ever more amounts of oil and gas, we've got to have a pipeline structure to get these to the markets where they're needed. when it comes to the pipeline business, the largest operate there is kinder morgan, 80,000 miles for pipe. a lot of the important ingredient needer if hydraulic fracturing. think of kinder morgan as the road. kinder morgan partners has made

a big move into the pipeline space via the acquisition of el paso. and this business is growing like a weed. kmp reported last night, came in 51 cents versus 61 cents that wall street was looking for. i think there was a lot to like about this quarter including the fact that kmp's revenues rose 33% year-over-year coming in much better than expected. more importantly, boosted bringing the yield to a colossal 6.7%. this stock has gotten hit hard over the last six months. i think kmp may have been punished, overly punished i should say, plus even the recent weakness, stock giving you 132% return with reinvested dividends since i got behind it in april 2007. let's talk to the chairman and ceo of kinder morgan partners, get a better sense of where his business is headed. welcome back to "mad money." >> thank you, jim. glad to be here. >> right now there's kind of prevailing view that kinder morgan may have run out of the great growth opportunities that

has given us such bountiful returns over the years. >> well, i would beg to differ with that, jim, our growth opportunities have never been better as i said yesterday on our call, we have $14.4 billion in backlog projects that will be built over the next few years. we reported yesterday at kmp that we had a 22% growth in cash flow over the same quarter a year ago. we're yielding, as you said, 6.7% and we're growing our distributions this year at 7% and we think we can grow them long-term at 5% to 6%. at kmi, the general partner, we're growing our dividends this year by 14% and we're yielding over 4.5%. so to me, these are very credible stories with a lot of growth opportunities. and the big thing as you said earlier, we're like a toll road and over 80% over all these dollars coming in are on a fee basis. so oil prices, natural gas

prices can go up and down but our revenue for the most part is just very solid quarter in and quarter out. and growing at the rate i just talked about. >> interest rates have gone up since i talked to you last. i know you have a lot of floating rate debt. is this the time to lock it in? rates are still low relative to all of the years we've been talking. >> yeah. jim, that's a good point. but we've reduced our floating rate debt post el paso acquisition. we're down to a kmp around 30% of the debt and that trends to go down as we move on in time. so at one time, we were 50/50, we're now down to less than a third and i would expect that to go lower as time goes on. >> i have to admit, i'm mystified by this slow growth thing too because you've turned me on to oil area after oil area and natural gas. you have got, for instance, a tremendous opportunity in the

northeast. can you explain to people why that is a growth business? >> yes, the marcellus is an interesting play, jim, because of the proximity to the huge markets in the northeast and, of course, we have great pipeline infrastructure, the tennessee gas pipeline system running through that with multiple pipes. and what's going to happen there is that it already is happening that more and more of that gas and the ngls for that matter are being consumed in the northeast but as strange as this may seem, we're rapidly running out of capacity for use up there and more and more of that is actually going to get backhauled back down into the gulf coast area. but up there, we think there are opportunities for major expansion into new england. we need to serve our electric generators up there with more capacity. so lots of opportunity both for dry gas and for the ngls coming out of the stream. interestingly, we also see opportunities in eastern

california that most of that demand in ontario will eventually be served by the marcellus and utica production. and we actually have connectivity and were rapidly building out that capacity to be able to actually serve the eastern part of ontario. we'll have some announcements on that shortly. >> also, rich, you know we've been pounding the table for pioneer obviously for eog. permian, you were there. you're already there. that's where the drilling's going to be. it's your area, isn't it? >> well, i think so. and when you look at the eagle ford and eog is the largest producer, pioneer's also a large producer, all of those are customers of ours. and we have now committed to invest about $900 million in our crude system. that's not our natural gas, that's additive of that. just to move crude and

condensate out of the eagle ford. we started out a few years ago with only about 50,000 barrels a day of committed capacity. we now estimate that by the beginning of 15, we'll be moving 250,000 barrels a day from the eagleford into the houston ship channel. and that's an enormous service for our customers and enormous growth opportunity for kinder morgan. >> when i hear 250,000, i think about what's going on in bakken, what could go on in monterey, what i realized is we are getting continental energy independent. continental, i'm not saying united states, time frame, when will it happen? and will we have to send so much natural gas away because we have no energy policy that's going to be delayed in happening! >> well, you're right, we don't have an energy policy and maybe i'm too much focused on numbers, jim, as i know you are, but let me share a few with you. right now, the total demand for natural gas in the united states

is about 70 bcf a day. i believe that if you flash forward ten years, you will see that demand at about 90 bcf a day. and that's coming from several areas, it's coming from the lng exports. i think there will be seven or eight a day moving out that way. but it's also coming from potential exports to mexico, which i think will at least double in that time period. and we serve that market very effectively now. it's going to come from additional downstream petra chemical and industrial demand and it's going to come from additional electric generation. and that is what is going to enable us to stand on our own two feet domestically from an energy policy standpoint. whether the government develops a policy or not. if they'll just cut us loose, the industry, i think, can do a very good job of satisfying what's going to be a tremendous growth market and kinder morgan

i can promise you is going to be right in the middle of it. >> thank you so much and thank you for early on explaining to me i had a lot of work to do and i had to understand the stuff because you've been a great teacher and a great mentor. thank you, sir. >> thank you, jim. >> great to talk to you. that's rich kinder, the chairman and ceo of kinder morgan partners, a bunch of related entiti entities, a lot of research. please study this, this has been a great american company to invest. stay with cramer. mad about "mad money"? immerse yourself into cramer's world while you watch the show with zeebox. get sneak peeks, go behind the scenes and join the conversation. download the free app today for the ultimate cramerican adventure. [ man ] on december 17, 1903,

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unitedhealthcare insurance company, which has over 30 years of experience behind it. with all the good years ahead, look for the experience and commitment to go the distance with you. call now to request your free decision guide. got a reprieve from the government running out of money until jan 15. feel better already. let's face it, this deal was a disgrace for all sides. turned out to be no point to it whatsoever. we are a laughing stock globally, nobody has clean hands. the rejectionists raised the cost of borrowing money from the u.s. government perhaps permane permanently. republicans demonstrated a shocking inability to lead their party again based on stances that are anti-large business and anti-small business. they talk a huge game how they hallow the small business people, have they ever run a business? it doesn't seem like it.

meanwhile, the democrats were totally hands off like the president or belligerent like harry reid. they too talk a big game, but they're big guys, they can change the tenner of the discourse themselves. it's been done. the ultralib tip o'neal and ronald reagan didn't like each other either, but they respected each other and made it work. i don't know, if i were the chinese or japanese both of which have more than $1 trillion in our bonds, i would sell our bonds and sell them now. we don't deserve the money and the fact we came so close to sticking it to them in the name of solvency is ludicrous. those who think we're fine on this score remind me of the people who ruled britainia. and none of them could imagine that any country would ever desert the pound. but the united kingdom stopped growing in the currency and power never recovered. that was an amazing economy but the sun did set on great britain. the same thing could happen here and it will if we don't get it together. stay with cramer.

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the budget fight is now on hold. president obama wastes no time attacking the republicans in a rambling so big government spending and taxing scolding speech. sths no way to win us back and it is no program to grow the economy. meanwhile obama care has nothing to do with growing the chicago either. and now the front pages are starting to fill up with the disastrous truth about the program .computer glitches are due to the administration's deliberately being secretive, stone wa