level. vilible here. >> i'm melissa lee. thanks for watching. see you back here tomorrow at 5:00 for more "fast money." in the meantime. >> "mad money" with the one and only 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 is 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 some money. my job is not just to entertain you but to educate you. call me at 1-800-743-cnbc. sometimes markets go up because a bunch of negatives that are supposed to happen somehow fall to materialize. i think that's what's behind many of the movements in today's terrific session.

the s&p climbed and the nasdaq jumped up. let's start with the most sal yent positive that was a negative, the banks. here's a group that's a largest part of the s&p 500, the financials that is not supposed to be going higher. they always seem to have some number, statistics, some government investigation that just hammers the heck out of them, crushes them beyond recognition after they report and we end up resenting that we owned them. last week i highlighted bank of america as a potential breakout using the word from technician extraordinary tim collins. on twitter i think i caught holy hell for this. i have a whole chapter devoted to them in get rich carefully but i've never seen such a

negative response to my decision to highlight it. with all the talk of tapering and the chatter of the housing market it was natural to think this would be a year that the banks would keep getting hammered when they announced their earnings. wrong! today bank of america posted a legitimate upside surprise. that's right, a bank that substantially beat the estimates and not in a one time way either. in fact, i would go as far as to say that this bank of america quarter, are you ready? was a truly blowout quarter with an amazing growth in deposits, terrific investment banking, incredible net interest margins. it didn't matter that markets were declining because that businesses overblown. mortgages aren't just a

commodity. it didn't matter that there was still a $2 billion litigation. the money bank of america is making when it turns on the lights each day is staggering. ceo brian moynihan has done many things right in the last couple of years. it was a remarkable quarter an it wasn't suppose to happen to this stock. it's more than ten percent for the year already. that's amazing. it spread to the other banks, jpmorgan, while it didn't report as good of a number as bank of america -- i can't believe i said that -- still managed to rally again. let's take another dog of the dow, intel. another upgrade from intel this time from bank of montreal. because they verified that the personal computer market is bottoming. that's also the reason for the endless rallies in sea gate and western digital. it was supposed to be the layup

short for 2014, the pc business. i'm astounded by the action in these stocks. i'm concerned the stock has moved up too far too fast. but my instincts attemtell me ty along for the ride. i'm sure there is something very good and fundamental happening there. how about the newfound activism in tech stocks. that's something new for 2014. elliott management, smart management fund, makes you go back over many of the hardware and software companies that have seemingly done nothing for years and years and suddenly could be worth a lot more than people thought. it's ripe for a shakeup, hence one of the reason why the stocks have truly broken out and rallied up to its old high of 2007 today. i urge you to look at ziel lynx.

it had been a pushout of chinese orders. those orders are now here. no more pushouts or stalling at the $45 or $46 level. the analysts are starting to wake up because they're starting to upgrade stocks that they haven't done in a long time. or take construction equipment. for many people including clever hedge fund managers, caterpillar was supposed to be the short of the year. china is falling apart. no disagreement there. the rest of the world we know is doing terribly. france is doing terribly. business is strong in the united states lately and inventories are going down to acceptable levels. that's how a stock like cat that was down last year is starting to get momentum. if cat has a surge in inventory,

this sucker is going higher. then there is the oil tanker business. listen to me, don't look now but the day rates for oil tankers are going as high as a $100 a day on some roots. that's up to 80 or $90,000 from the end of the year. lay some plywood down, get a band. probably smells bad. anyway, lots of this is because oil would normally have gone from venezuela to the united states and is now going to china. we don't need that oil. plus there are oil shortages in a bunch of places. still it's not supposed to happen. but unlike the other instances that are moving up, nordic american tanker, a stock that i thought had been left for dead, that i thought was roadkill is actually beginning to look attractive again because the companies costs are only about

$10,000 a day. maybe the stock will finally catch a bid. stranger things have happened, although the $10 stock that it's been has indeed been a stock to dread. last but not least, there is cable. we were supposed to be moving away from cable, right, the cord cutting, the lack of need for that. look at the move in comcast, the parent company of this network up a buck and change today, another 52-week high or consider time warner cable and you know that that group is a leader this year. it's true there are some negatives that are hard to get your arms around, the consumer spending on bricks and mortars has taken our breath away. i was taking a huge amount of heat for liking the group two days ago.

the criticism turns hostile, that usually means you're in a positive inflection point. here's the bottom line. when the negatives don't pan out, when good things happen when they aren't supposed to, you get the action we've had for the last couple of days and for some groups most of january. sometimes the thing that's least banked upon is what causes the most upside. craig in my home state of pennsylvania. >> caller: craig from bed ford county, pennsylvania. >> love it. >>. >> caller: lmt? >> i saw it, i've been recommending it for ages. you know what i said? i was cursing myself. i said what have i done that i have not been able to get mayor tin houston on this show, the ceo of lockheed martin. would you please come on the

show and talk about how your stock is the most amazing contractor ever. may i go to larry in florida. >> caller: a big and beautiful always warm and sunny boek ka ra tone, florida, booyah, jim. >> all right. >> caller: we love you so much down here. when are you coming down here with your brand new book? >> i'm going nowhere with this book. >> caller: you got to come down here. i've been trying to get rich carefully but what the heck is happening with nuvera. >> i have not recommended this stock. man, that's been a nasty ride. i got to tell you, dick, you got to come back on and explain to us when this thing turning around. can i go to shane in new jersey? >> caller: booyah, cramer, shane from flanders, new jersey. >> what's going on. >> caller: i have a large

position in crease. i reinvested in it last mid-october. it took a hit two days ago after it was downgraded. what are your thoughts? >> you're a gluten for punishment. that's one of the toughest stocks to own. that's like apolapolo's chariot. i will not go on that ride. i like green light bulbs. that's why i like home depot. i'm stepping off that roller coaster. i don't want to throw up on my rockports. what have we seen these last few days? e negatives that aren't negatives and positives coming out of nowhere. bank of america! maybe stocks can't be held down after all. "mad money" will be right back. >> announcer: drilling for

dollars. if you have been tuned in to cramer you're well aware of america's energy revolution. two big players are linking up to form a new company. is this freshly uncovered find ready to open the flood gates? and later, "mad money"? the street is buzzing about apple's new deal to sell iphones to china mobile's 760 million subscribers but that's not what's got cramer excited. find out what he's found in shares of the idevice maker. plus while the market roared in 2013, this medical company's shares had a weak pulse. is now the time for the stock to play catchup? all coming up on "mad money."

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>> last year we watched as almost all the super high yielding bond alternative stocks got eviscerated. now that you can actually get a decent return from treasuries for the first time in years, with the yield in treasury ticking up to 2.88% it's worth asking which of the partnerships managed to thrive despite the steady climb in rates. cro crosstex energy. this is a stock that has had a very rough time during recession but lately the company has taken its fate into its own hands. it's giving a magnificent 80% return since we last spoke to the ceo a year ago despite an environment that was often hostile. back in august devin announced

they were merging with crosstex in a deal that will close some time this quarter. will will be added to the combined company's cash flow. it should have enormous sinner gees. i think they're going to have a terrific stock. let's look at barry davis who will lead the new company, find out about what it will look like and where it's headed. mr. davis, welcome back to "mad money." >> thank you so much. >> the stock was at 15 when you came in. you told us a very compelling story and not a lot of people believed it but it sure did pan it. >> it's been a great year, jim, thank you. >> the partnerships that have gone up the most and been the most consistent are the ones that don't have that much commodity sensitivity. on your excellent presentation on improved cash flow stability

i see upfront that 90% of the contract is fee based so we should be in good shape, right? >> you bet, jim. these are exciting times for us and a new era in the energy industry overall. this strategic combination with devin positions us to take full advantage of that. what we're seeing with this combination is an enhancement of our financial strength as you referred to. what it does is it positions us to triple in size from a pure financial size standpoint with over $700 million a year of eeb da. as you said it results in us having about 95% of our gross margins that are fee based and it gives us a great blend of assets. where we're generating almost 75% of our gross margins from liquid oriented plays. >> that's what people want. they have to understand that even though you're merging with devin you've got lots of partners.

can you explain to people how you can have those partners and yet still be with devin. >> a part of what makes us strong, jim, is a great diverse portfolio of relationships. devin is one of our largest customers over the last ten years and that lent to this opportunity presenting itself today. we have a great portfolio that had been built over the last 17 years in the energy space. >> companies continue to add and add and add to their pipeline capacity and they've a better shot at making that dividend go better provided you don't layer on too much debt. are you in a position each year to make it a bigger pipeline? >> that's one of the exciting things about this. we have what an mlp needs toward to grow. we have four avenues or channels that we need for growth. we've been able to grow by expanding our platform. this transaction expands our platform. secondly, we have built-in dr

dropdow dropdowns. that's a term that we use in the market where you have a financial sponsor like devin that continues to develop assets that will transfer to the mlp and result we think we will see good strong growth over time. the third avenue of growth, we think that crosstex as well as devin, when we are able to work together, we think we're going to really see some great strength as a team. >> one of the things that has perplexing people is a lot of the domestic oil company stocks have been going down because they can't get the oil to where it's needed. we had thought that these were all problems that would have been solved by now. do you see this still as a problem? i know you have colorado, oklahoma. it seems so locked where we don't need it. why is that? >> that's part of what i refer

to when i say a new era in the energy industry and that's getting the growing base of production. we've seen extraordinary growth on the supply side. from 25 to 50% growth from natural gas to crude oil to liquids. but it's not in the right places, the same places it's been. that's what's great about this time for a mid stream company like us. it's exactly what we do, connect production to consumption. >> in the presentation it says devin donated what you would say has attached hundreds of thousands of acres to this partnership. how does that work? >> one of the great things about this transaction, devin as a significant owner in the company will do everything it can, contributing at the outset over 800,000 acres of dedicated acres that will come to us over time. >> in other words, as they drill it goes right into yours? >> sure. devin is able to do something here that is very important for them and that's strategically

position themselves to have an mlp in the efficiency of capital that can be accessed to finance their mid stream infrastructure growth that goes along with their e and p company. doing this with an existing company like crosstex rapidly accelerates their plan. devin could have been it alone but it would have taken three to five years. >> a lot of these mlps were born when energy was strapped. this is not the case. >> clearly devin could have been this stand alone but they have accelerated the full valuation of their mid stream assets. fundamentally there is a difference in the way mid stream assets are valued. as part of their e and p company devin was missing an opportunity to see that value. not only do they get it but they get it quicker than they could on their own. >> you did better than every

other oil executive that came on the show in the last year. i'm attempted to believe what you say that this is a good thing for individual investors. that's barry davis, the ceo of crosstex. check where this stock went and you'll understand why i think this is a great idea. stay with cramer. >> announcer: coming up, "mad money," it's not china mobile's 760 million subscribers that's got cramer excited about apple so what is? find out, next. welcome back. how is everything?

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in a little dorm room -- 2713. ♪ this magic moment >> when people interview me about my new book, get rich carefully, the part of the book that they're most surprised by is my embrace of the charts, of technical analyses. they can't believe that this old dog fundamentalist has any use for charts, let alone that i devote an entire chart to teaching you how to read them. i like to know what they're saying and meld that with the fundamentals. let's consider apple. here's a stock that took off on ceo tim cook's interview where he talked about how the company is going to take the company by storm because of his new deal

with china mobile. even under steve jobs the company never attempted to do anything this bold. it's bold because lots of people figured that the chinese won't pay apple's inflated price point. let's stick with samsung. we're not sure what the buyers will look like so there is a sense of the unknown. i contend that samsung has lost its edge and pretty much everything lately including marketing. it had been so strong but it's faltered, something i think most commentators disagree with. i don't care. apple no longer seems to get the benefit of the doubt. three quarters ago the company was heckled on its conference call for not putting enough emphasis on china so what does tim cook do? he makes it his priority. i think the sin similar about apple and its inability to wow the street as opposed to google

which saw its stock rally for a smoke detector and a thermostat seems out of sync with reality, overly skeptical. that operating system is fabulous. to wall street it seems google can do no wrong and apple can do no right which brings me back to what may be driving the stock higher than expected. technical analyses, ta, the charts. on monday we talked to the fibinachi queen. she traced a positive scenario for apple, one that seemed unexpected given the heavy decline in stock that day as well as the sogginess in apple in particular. i loved it. it was completely different from the prevailing wisdom. so the recent downgrades and the substantial short position that had been building in apple.

there seemed to be no good news but we heard the stock had rebounded just enough that it could be headed towards a major move. turns out her call was perfectly timed. much of her methodology provides insight into when stocks will change course. tim cook triggered the technical buy which triggered the rally. my point? i don't think you would have gotten a move in apple if it hadn't broken out technically. you could have nailed this simply by following the charts. where does broeden see apple going next? look at this daily chart. she thinks apple could be headed nearly 30 points higher, 587 near term or perhaps even 603 if it can simply jump over the

hurdle of resistance running from 562 to 565. see this? it's got to jump over that. if apple can breakthrough this level, this current rally could be just the beginning at least according to her charts which has been pretty accurate so far. these levels could be, yes, i'll use the word, self-fulfillingmeself-fulfillin. as i am such a long term believer in apple that it is one of my longest held positions. if the queen gave you an amazing entry point that technical analyses should be embraced, you want to own very much. but you can't figure out where exactly to full the prig trigger. this is one where the technicals trump the technology. norman in michigan?

>> caller: jim, a big booyah from michigan. how are you doing today? >> real well, how about you? >> caller: great. i got a long position in dream works a couple months ago and i'm wondering what's your take on it? >> this is going to sound silly but it's better than it used to be. it's fine now. there were a couple rocky periods. i prefer disney to dream works. but i understand dream works has momentum and people like momentum. let's go to ronika in california. >> caller: hello, mr. cramer. i have a question for you about hewlett packard. >> here's the deal. the stock has been going up quietly. what's going on? there is a long-term feel and this is something michael dell endorsed and the people at intel

endorsed, we know the printer businesses good for them and meg whitman has done a lot of restructuring, this has a lot of legs. i do not want you to sell but buy it. let's go to robert in georgia. >> caller: jim, i wanted to ask you about sony because it's been hanging out there for quite a while. i want to see if it's going to make a come back. >> i'm not a believer. i would leave her. i don't think sony has any game. there is so many other great players that i'm not going to go down the rabbit hill of sony. we just talked about hugh let park ard. they're better. sears logic is better. i have a long list of stocks that are better than sony. we like to have all the tools that we can muster at our disposal and, yes, tim cook may have gotten the stock goes but i got to tell you broeden nailed it for you. stay with cramer. [ male announcer ] we could say a lot

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>> it is time for the lightning round. are you ready? it's time for the lightning round. it's "mad money." i want to start with aaron in ohio. >> caller: what's up, jim? >> i'm doing well. >> caller: i'm sitting here with my college roommate, aka, my investment team. so about a year ago we just got into investing and we came across hi aacro across himax technology.

it was really undervalued and we decided to put our money into it and then came the google glasses. then the samsung smart watch came along. >> i think you got a good one. it's funny because then people are talking about ambarella. that's the go pro. these things are on fire. it pulled back to 13 but i think you and your college chums are right. i think it could still go higher. let's go to gabe in michigan. >> caller: thanks for your daily insight and a cold northern michigan booyah. >> thank you. >> i'm a long term investor on alcatel. >> a lot of people are saying it's done for but i'm taking a longer term view. same thing with nokia and

sprint. they can pull back but i like all three. joe in indiana. >> caller: hi, jim. kraft foods, thank you. >> i think kraft foods is actually very good. got a 3.85 yield. it's not a rapid growth stock but i think the yield is safe and it can go up over time and sometimes that's all we need. can i go to brett in california. >> caller: my question is on itt. it jumped from 32 to $44 and i'm wondering if that's based on the science and the fact that the officers are running -- >> there is a lot of value there. we got to take a hard look at itt. maybe for the show, i think it's a really good idea. i have been digging into it and i like what i see so far. john in florida, john? >> caller: john in florida. >> hey, man, how are you.

>> caller: jim, with your permission i'd like to say hello to my son john christopher. my stock which i'm interested in is tear lab. >> i got to go back and look at that. i got to do more work. i don't like the action so to speak. can i go to bill in north dakota. >> caller: hi, jim. booyah. my question is about emerald oil. we recently initiated coverage and global hunter upgraded it to a buy and last week they picked up 20,000 more acres on which to drill and we have a couple more rigs coming on line and the pipeline. >> my problem with this is i have some stocks and it is so darn cheap and yet it won't go up so i can't do down the food chain to emerald. i reiterate buy but it doesn't

act like a buy. i need to go to mike in new jersey. mike? >> caller: booyah, jim. over the last year i've been buying and studying cemex. >> this is great. it's been going higher and higher and i don't think it's done. i think it can go substantially higher even from here. symbol cx and that, ladies and gentlemen, is the conclusion of the lightning round! >> announcer: the lightning round is sponsored by td amera trade . >> the new year inspected new life in the company. will innovative implants help a come back in 2014 or is the

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>> it's the incredible run in the averages last year, a move that encompassed tons of stocks,

i realize that many of you are hesitant to keep buying 2013s winners. it feels like chasing, doesn't it? you had rather go bottom fishing because of laggers that have the potential to play catchup. most of the stocks that were down substantially last year declined for good reason. o i told you i couldn't recommend any of them in good conscious. however i pointed out that edward sciences which was down 27% last year might have the ingredients for a textbook bottom, the kind i tell you about in get rich carefully. edwards slashed and burned its guidance last month. it can often be a sign that a buying opportunity is at hand. sure enough, edwards rallied 7%. that's textbook since the beginning of the year. this company is rapidly growing in the heart valve products but

they're worried it could face stiff competition. however, today we found out that edwards won a big patent infringement lawsuit over this product. edwards will get 394 billion dollars in damages if everything goes through and now they're seeking a permanent injection to keep the other products off the market. always willing and eager to listen to the other side of the story on this show. i'm thrilled to have mike muson. he's the chairman and ceo of edwards life sciences. welcome to "mad money," sir. >> hey, jim, happy to be here. just call me mike. >> okay, mike. fair enough. mike, here's the deal. maybe we just got lucky today but this has got to be -- this lawsuit win, i know, wasn't in your plans. even in your december 9th edwards life science you said we

are not looking for upside from ip litigation this year. this has to be remarkable for your company, particularly if you can get a permanent injection. >> you're right. this was not in our guidance. you can't count on what might happen in the courts. this is a decisive victory for our team. really, this is the second time that a jury in the u.s. has found willful infringement by the same competitor, med tronic. it encourages us that we might get some action. at minimum there will be some substantial damages owed to the company. >> we've seen a lot of patent n infringements and willful infringemen infringements. it seems like they stole it from you. >> our company was founded 50 years ago on heart valves and we've continuously done this. we've been engaged in this idea

of being able to implant a heart valve without open heart surgery for ten years. we have the most fundamental intellectual property. there is been a dispute over this from the very beginning. in the u.s. it went through a court case in 2010, the most fundamental patent found willful infringement. there is always a chance that you get extra large damages associated with that. that's gone through an appeal process all the way to the supreme court. we are awaiting this decision about an injuction and now a second patent is also judged as willfully infringed. >> let's talk about what happened last year. i spoke to several certasurgeon about your product. if you don't want to crack open an 80 year olds chest cavity, you use edwards. you lowered the boom not once but twice last year. in december you talked about how

we think there are some upside numbers not in the plans and there are some issues about driving leadership that's not in the plans. you really were, sir, pretty negative at that meeting. >> we try to -- maybe i can explain this a little more. we tried to introduce that's the fact that people might face when they think about what will happen in 2014. as i mentioned, we've been the innovator. we were the guys that brought this to europe in 2007 and got through the largest heart valve trial that was ever done that allowed it to be introduced into the u.s. in november of 2011. we have been the only company that's had this technology available in the u.s. and we've trained over 280 hospitals to do this. quite prevalent over 15,000 americans have been treated this way. we knew at some point a competitor was going to come. the question was always when. as it turns out, they had an announcement in october that they're going to come earlier than we thought, maybe six to

nine months earlier. this created quite a bit of concern, boy, what would that do to the growth rate of edwards in 2014. because it's hard to predict the regulatory approvals of this product and at the same time edwards is bringing new technology to the united states, one that's vastly superior to our original technology. the timing of these approvals makes trying to peg the '14 guidance difficult. we're saying to investors there is a wide range of possibilities. obviously our team is driven to drive the most positive of those. >> in january 2013 the fda gives a green light. it seems like this whole has been fantastic for your company. >> for people that aren't close to this space, this sapyan three is another generation of technology. if you can imagine a heart valve

that is able to be compressed onto a balloon catheter. i have one with me and it probably doesn't show up much on the tv screen but the sapyan three technology has this in a very slick platform and it has another feature which is the ability to address small leaks that might occur around the valves. because of the promise of this, we're anxious to be able to bring it to both europe and the u.s. and we got the green light from the fda to actually initiate a trial to actually bring this not just to the sickesick est patients but the people that are of more intermediate risk so we're excited to be able to make progress on that, especially with this transformational valve. >> i think you did lower expectations to the point where when things good happen, the stock reacts and for the people on our show who have never seen you before, i think you tell a very compelling story. i want to thank you for coming on "mad money." >> thank you very much, jim. we appreciate your interest.

>> that's the chairman and ceo of edwards life sciences. this stock was one of the worst performers. to me it sounds like a lot of good technology and 2014 started a lot better than 2013 finished. stay with cramer. ♪

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i think you should always be learning more about managing your own manage, better investor, better client. tomorrow we kick off a new segment called cramer's play book, dedicated to your financial future. if you have questions, remember, you are not alone. tweet me @jim cramer hashtag get a plan. but there is one old stand by that will always come in handy in protecting your portfolio and that's diversification. call or tweet me and i'll tell you if your portfolio is diversified enough. let's start with a tweet @pits zero 11 who says new book is great. thank you. right up there with real money. thank you again. am i diversified? hashtag mad tweets.

regender regenderon, biotech, whole foods. whole foods is a food chain and bea is aerospace. aerospace, drug, supermarket, bingo, totally diversified. let's go to olly in minnesota. >> caller: booyah, jim, from minnesota. >> fantastic to have you. >> caller: my five stocks are gold, phillip morris pm, standard pacific, energy transfer partners, and kbr incorporated. am i diversified, jim? >> let's take a look. phillip morris, that's the international version of ail tree ya. i'm questioning the growth rate there by the way. i think it's slowing down. standard pacific, large home builder, energy transfer, they

could make a come back, the gold, kbr is engineering construction. gold, tobacco and housing, again, i say fabulous! now let's go to doug in california. doug? >> caller: jim, i'm looking at five stocks here. yumm brands, gilliad, discover, linn energy and boeing. >> i like this portfolio. gilliad, is red hot. discover is a credit card company, yum which is the turn around in china i think you must be in it. linn energy, favorite hedge fund short, favorite cramer long and boeing aerospace company, good

oil exposure. again, i'd buy every one of those stocks right here. how about joe in new york? >> caller: hello, mr. cramer. great big booyah from the home of the 27-time world champion new york yankees. >> one month away. counting the days. what's up? >> caller: i'm thinking of getting a copy of your book and spending a weekend in the end if you make me breakfast and we go horse back riding. ready? my five stocks are google, gm, gs, and gilliad. >> a lot of gs here. this is a big g portfolio. gm auto reports on friday.

i think it's going to be good. goldman sachs, we have tech, biotech, auto, industrial, finance. what a great portfolio. stay with cramer. [ male announcer ] this is the story of the little room over the pizza place on chestnut street the modest first floor bedroom in tallinn, estonia and the southbound bus barreling down i-95. ♪ this magic moment it is the story of where every great idea begins. and of those who believed they had the power to do more. dell is honored to be part of some of the world's great stories. that began much the same way ours did. in a little dorm room -- 2713. ♪ this magic moment ♪

>> bank of america, intel, caterpillar, nordic american tanker, what's going on? i'm jim cramer, i'll see you tomorrow! >> president obama takes his economic message on the road to north carolina where he touted rising unemployment benefits, but republican governor pat mccreery has cut jobless benefits and unemployment has nose dived. governor mccrory is about to join us live to give us the real story. also guess what? the markets seem to finally be getting it. good news is good news, damn it. yesterday's retail sales, today's bank of america and apple stories, plus a positive fed. as i said, good news is good news. we are joined by chris lawford and patrickne