>> 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 the mad money. welcome to cramerica. other people want to make friends. i just want to save you some money. my job is not just to entertain you but to teach and coach. call me at 1-800-743-cnbc. nobody, nobody knows who or what to trust. that's what's happening right now. we saw it again today during this roller coaster session. dow lost five points, s&p dropped 2%.

nasdaq fell .5% and this trust deficit is incredibly intimidating to both home gamers and professionals alike. there seems to be two sides to every story. and the vast number of times in this market, the ugly side is taking precedence. even as initially the positive side seems to be winning. these reverses were forward progress doesn't matter are shocking people and making so many investors rethink whether it's even possible to make money in the market. at least at this very moment. first, let me just say, for now, the market is dominated by traders, particularly traders who believe the average has to fall, maybe 4% or 5% more before we get on even footing. that overarching view of the s&p 500 in the market where futures and eft trading color everything is setting a very perturbing tone. one that's got tremendous

gravitas because we could potentially get a hideous employment number in two days. let me give you tried and true, brutal numbers of what i'm talking about. vicious stories from the front, okay? from the front lines. where the bulls look like they got a beautiful pass, only to fumble the ball after a collision with richard sherman, r. sherman under score 25, short selling seahawk jamming them. first there is buffalo wild wings. we got a surprise as the bar and wings restaurant got a 3% upside. remember, comp stores, that's what matters. stock flew up 3% after hours and you felt great if you owned it, but then during the conference call later on, the company indicated this current quarter got off to a weaker start, and the next thing you know, goldman

sachs is lowering its price target. be clear, my quote, there is limited visibility end quote and the stock and dropping 16 points today. the same thing happened with ralph lauren this morning. you had to love this one from get-go with a press release that said ralph lauren reports better than expected third quarter 2014 earnings. not a lot of subtlety there. you absolutely need to wait until the guidance portion of the conference call before you make a judgment, which clearly people didn't do here, because the stock was trading up nine points at the open as the crowd thought they had another michael kors on their hand. wrong. turns out deep in the bowels of the guidance was the mention that gross margins will be less than expected. holy cow, you know the drill, has to beat the sales and earnings and terrific gross margins. next thing you know ralph lauren

has a 15-point swing on its hands. that's a sack well behind the line of scrimmage, if not a pick six for the bears. estee lauder announces earnings which are better, i can see it roaring. the rich are spending on expensive water. at least you didn't have to wait for the conference call this time. in the actual release the company said that the pace of the increases can't be maintained because of slowing in china, hong kong and the united states. that was a stunner, and the stock has been hammered, down 3.5 points, but think about how good it looked on paper and then there is wynn, just four days ago the company gave us an all systems go on macao, the hottest mecca for gamblers and january numbers are soft. how can wynn tell us they are expanding like mad when there is actual weakness. i like wynn.

i can't back away from it here. the stock dropped a quick four bucks. how about the sudden drop off in the 3d printing stocks, what darlings they were. when 3d systems, the dean of the group announced a short fall, sure, the analysts put a terrific spin on it, like they could cut and run, and sales are strong. the company has to spend more. that's all? wait a second, i thought the opportunity was so big that these companies were having trouble answering all their incoming calls for machines. not that marketing needs to be stepped up. the ceo pipes in on the release, quote, we are willing to tolerate the earnings reduction and even slight gross profit margin compression to substantially accelerate our growth rate and market share, end quote, but are the momentum oriented shareholders willing to do so? arguably not or the stock wouldn't be down 11 points at a time that indicates very little

pain toleration if you ask me. then twitter reports tonight, darn thing screams up 10% on terrific earnings. yes, actual earnings, three cents better than expected and dynamite sales, but the average monthly user is 241 million and some traders hoped for 253 million, and as soon as it takes to type in hashtag disappointment, you have a 12-point shellacking. the earnings and sales were supposed to be in the bag. they looked in the bag but were anything but. consequently those bulls were drilled, ran over a chicken rip blazer of outlook that was devastating. when you have that solid quarter outlook combination, it calls into question everything else you thought might be good. it makes you like michael kors chapin pal day, google and more. however, it also just turns the whole game on its head, and you think how can i do any buying of

anything before i see every bit of the company's financials and how can i trust things haven't slowed since then with the wynn and hashtag? the bottom line, all and all the earnings of the last 24 hours are making for tough sledding so despite good bounces that got pancaked, we can't get too excited. we've been beaten up so long in 2014 that if we get any good news on any front, labor department or otherwise, we may say hold it, enough with the selling. maybe we should figure out who besides under armor, google, kors and netflix, could put a good year together. let's stop selling. let's examine the implications of a cvs dropping cigarettes and picking up maybe some walgreens and rite-aid and dollar general, which will get the die-hard -- maybe say die sooner but buying traffic. let's give another look to the recession stocks, hersheys,

kellogg's, pepsico. still, though, nothing aggressive. for that we have to wait until after friday's employment number. you know what i'm going to do? i'm going to go to ron in oregon. ron? >> caller: hi, jim. >> ron, how are you? >> caller: i'm great and i got to give you credit for the 17% gain i had last year, my first year of trading following all your advice. >> that's terrific and thank you for that good news. what's happening? >> caller: atk, alliance tech systems, inc. i'm confused about the analyst opinions. ten opinions, thompson reuters say sell. who do they know that none of the others do? >> nothing. we recommend the stock at 75 and 80 last year. this is the bullet company. it's up to 136. one of our greatest calls. i'm backing away from it, only because unlike others, we liked it so much lower, you got to cut it in half if you bought it during the endless pounding i

did of alliant tech during the government sequester. i need to go to renato in pennsylvania, renato. >> caller: jim, boo-ya how are you? >> good, how are you? call on your recommendation, i bought radian on $10 a share. >> that was easy, it was from philadelphia. >> caller: i wanted to find out whether you think i should stay in or is it time to get out? >> holy cow, the stock is at 15 but reported a monster good quarter and it's also up a lot. genworth and radion were two of my favorites. they doubled and i have to pull back. when you get a double you have to schnitzel and let the rest run. but that quarter saying good things for private mortgage insurance and i'm not giving up on that. can i go to max in california? >> caller: boo-ya, jim, this is max from san diego, california. >> how are you doing? >> caller: good.

weather is always good here. i have a question about southwest, what to take off the 200 flight cancellations today. >> well, look, remember we had the epicenter, we had american airlines on recently, and doug parker told us that incredibly, when they used to lose hundreds of millions of dollars in cancellations, now they do just fine. southwest is good. i think that american airlines is great. not all is bad, after the close, green mountain coffee, some people didn't like that. i use my keurig every day. nobody knows who or what to trust right now. we can't get too excited going forward because we got the unemployment number friday. can we just maybe put the selling on hold? "mad money" will be right back. coming up, health concerns took center stage today, as cvs said it will cut tobacco sales out of its stores.

as consumers clean up the lives, can hain give you a boost or is it a sign of a bigger problem? don't miss cramer's exclusive. and later, it's not samsung or google or even twitter, but they are apple's biggest enemy. what does it mean to the stock? cramer gets to the core of the issue. plus, paying for premium? nobody likes paying at the pump, but is your best defense an investment in the gas station? marathon petroleum does more than just fill your tank. is the impact from america's shale revolution benefitting the bottom line? all coming up on "mad money." all coming up on "mad money." i'm beth...

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what the heck is happening with hain celestial, the big organic and national food maker? i'm a huge believer in the healthy eating theme, i think its the wave of the future as more and more young people distrust the food chain. the earth's best, garden of eden, greek gods yogurt, the stock got slammed, falling $5.55 or 6.1% today. i think a big part of the reason why hain is down so much is because this is a high-quality growth stock that people expect a lot from. if you don't execute, the stock goes line. the earnings were slightly weaker up 17.5% year over year. the growth decelerated by 700 basis points versus the previous quarter, however, the company gave a robust guidance so i'm not sure how worried we should be. is this a rare chance to buy a high-quality stock at a discount?

let's check in with irwin simon and find out more about the quarter. mr. simon, welcome back to "mad money". >> hey jim, how are you? >> have a seat. i was on this conference call and i feel like i need to play the prosecutor role. i went to law school. >> no, you're too nice. >> i got rejected from u.s. attorney. wasn't dean's list. >> that's someone you want to get rejected from. >> ken goldman, he is saying -- everyone i talked to is seeing a slowdown on the two-year basis in your numbers and he says that the category grew far more than you did and that you now have mid to single -- mid to high single digits in the quarter and nine last time and that you have disappointed. >> okay. first of all, number one, hey, this is our 20th anniversary of hain. i remember when i was reporting $50,000 in sales. you know, we're the largest natural organic food and

personal care company in the world today. making organic, gmo free, healthier foods, and we'll continue to do that. so we're not about a 1/4 quarter company, first of all. >> you said yourself, there was that $15 million swing that you didn't want. >> so just to come back on the quarter of the u.s., the u.s. growing about 8% organically, okay? there was shift in trade spending. you know, when you're looking at quarterly -- whether walmart, whole foods, it will fall in january, not fall in december. our consumption number, and this is the number that, you know, you got to focus on, is what goes through the cash register, comes out every four weeks. our consumption is 9.2, even if, jim, our sales slowed and our consumption is 9.2 and our shipments are 7, 8%. we're selling more than we're shipping, so it's going to catch up. when i come back and say hey, did our sales slow? there is also timing.

other thing is listen, because of demand out there, and there's strong demand for nut butters, which you don't have here, they are probably out of stock, earth's best cereals, strong demand, we cut about 15, $16 million of sales there, which you don't get back. okay? >> high quality -- >> that is building out the infrastructure to support demand. >> how about the 700 basis points sequential deceleration? >> the deceleration is this here, in our last quarter, in the first quarter, you know, good news is we went into walmart with our ella's baby food and with our greek gods yogurt and spectrum. there was a pipeline fill. so you overlap that. but it's in the store, but, you know, big thing with hain, which i said before, we have some operation white space out there, which if you take our top 100 items, and take it from 35 to 50, it's worth $250 million at retail. and you'll get quarters where

you're going to have swings where you load 30, 40 stores with baby food and not the next quarter. the quarter will look like it grew faster than the quarter before. as i build hain out, that's my canadian accent. >> right. >> it's not about the quarter. it's about the long-term. last year and you've been talking about hain for a long time. >> right, it's been up 70 points. >> when i sat here last year, we did $1.7 billion in sales, okay? >> right. >> we'll do $2.3 billion, $2.4 billion -- >> someone can say that's because you bought tilda and i mean, that's how you did it. you did it by acquisition, not by organic. >> we just bought tilda in january, so there is no sales for tilda in there. when we buy ella's or blueprint or tera chips or earth's best, that was a 14 million dollar

company. it's a 200 million dollar plus company today. so, you know, maybe they don't want to give me credit for organic growth when i buy a company. i don't buy it to put it on the shelf. i buy it to grow it. >> one note said we'll constantly hit you on organic and miss a bigger picture, which is the long-term secular growth theme of healthy eating, natural and organic and the only company identified with that other than chipotle. >> whole foods. >> whole foods -- >> just come back for a second, you were there at the new store opening in brooklyn. whole foods plans to open and identified it on your show, 1200 stores. >> they accelerated their growth. >> accelerated. that's worth an additional $400, $500 million. i was out visiting sprouts last week. they are the same thing. if you come back and look at eating healthy, it's going to continue in every which way.

i recently just met with panera, healthier foods, and there is strategic partnerships we'll do there. i said i want to sell food wherever there is a cash register, airports, college campuses, food service, hospitality. i just came back from the super bowl this weekend. we heard about everybody so-called pigging out for the super bowl this weekend. we had a phenomenal super bowl where we built displays with terra chips, garden of eden, with burritos. i didn't advertise on the super bowl, but we were out there tweeting, social media, sampling, demoing, et cetera and got the lift for it. >> let me tell you why i'm giving you the third degree. >> the pass. >> no, not the pass. i figure there are a lot of journalists, one in particular who is going to write an article this weekend, and i want people to be ready. why? because i think their stock is a buy, not a sell, but i recognize when i see games being played, and i know there are people who say wait a second, almonds went up a great deal in price.

that's going to hurt your gross margins, that you're just buying revenues, you don't have organic growth. i want people to understand you got to think bigger than $15 million. >> and that's what is amazing out there to me, is this here. in the quarter, we had ella's and blueprint. you know, blueprint was small, $20 million in acquisition. when we bought ella's it was 70. when you buy these, they are not billion dollar acquisitions. it's very easy to figure out what's the growth? what's the organic growth in here? >> when walmart wants to be natural and organic, are they calling campbells or kellogg? >> when you come back today and look at the skus we have, we hear about genetically modified ingredients. >> i know. >> hain is one of the only companies that 99% of the products are gmo free. what the consumer wants, and i said it on your show,

washington, california, two states know they lost in regards to gmo labeling but 49% of the voters voted for. i'll take that right demographic of a consumer to buy the product. i come back and say whole foods grow, sprouts grow, super markets. you heard for the first time we did some scanner, new types of marketing. that's going after the grocery where you give it right off a cash register and entices the consumer to buy, and that affects top-line sales. it's not just about the quarter. how are we building out the long-term growth of hain? >> i'm with you. read all the reports, even the negative analysts actually weren't negative when they wrote up the report. stay with cramer. coming up, apple's biggest enemy is not who you would expect. then, they sold more than 4 billion gallons of fuel last year, but can marathon petroleum fill your tank? cramer has the exclusive. imagining,

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to manage your money.r guy around 2 percent that's not much, you think except it's 2 percent every year. go to e*trade and find out how much our advice and guidance costs. spoiler alert. it's low. it's guidance on your terms not ours. e*trade. less for us, more for you. when you shake hands with several hundred people and you're not a politician, you have to ask yourself what do these people want?

what were the hundreds of people that came to a book signing for "get rich carefully" at barnes & noble really concerned about? what did i get grilled about endlessly? apple. i stopped counting after 20 people asked if they are safe in apple. is it safe? some bought it lower, some bought it higher. apple is the opposite of scary these days. it's a slow-growing stock with oodles of cash and products that may or may not move the needle, as surely as the new revolutionary, slim, soft, bristled tooth brush will move colgate, sorry about that analogy, but apple is a bit like colgate, you know, in it's innovation which is not an insult, more of a fact. i would say half the people in apple are frightened it might go down from here. the other half are wondering what it will fly high again. the sample is predicting the

stock is headed somewhere in between. that's right, i don't think apple is going down much but i don't think it will run away either. when i asked people why they owned it, they like the product, which is terrific for the company but not necessarily great for the stock. what makes for a good stock? you want to own a security and many users are about to convert. that's what happened. it's not a positive when people were taking a picture of me with an iphone and whispers how apple has something new in the pipe and there is saturation out there. here is something else i thought was interesting. no one said they own twitter, which got crushed in after hours trading today after disappointing guidance in the first quarter. no one owned facebook. no one owned google, or how

about the all-time high trending salesforce.com i talk about. those are stocks i would think would be far more representative of a crowd coming out to talk about stocks. don't forget, there are trading sensors that can be connected, maybe they will think about the new tech before they read the book. the bottom line is in the end, the worst enemies of apple shareholders are other apple shareholders. you need people who aren't concerned and who aren't looking for reacceleration. you need confident shareholders who like it for what it is, a slower growing tech company, growing a lot less than half the speed of google, one that throws off of a lot of cash, pays a big dividend, fabulous balance sheet and gives you $3 in your pocket coming tomorrow if you own the stock. anything more than that, and i fear apple shareholders will be disappointed. further discouraging everyone who told me they were worried

about holding onto the company. how about colin in texas? >> caller: boo, boo, boo-ya, jim. >> what's happening? >> caller: my question is about sprint. i have taken a loss in the stock over the past month, and i'm also concerned with the mobile sector. so i was just about to dump the stock, actually, but after this afternoon's news about the company is pretty close to securing financing for purchasing t-mobile, should i remain in the stock for the long term? >> all right. listen to me about sprint. you're buying sprint for two reasons, it has a big japanese backer to be able to build out the entire network in this country of sprint. that will be good for sprint. the second is they might be able to make a bid for t-mobile. we don't know where the government's head is right now. that's two ways to win. the stock has had a big run. if you bought it into my suggestion, take your cash out and take a quarter of it out, but i like sprint. can we go to adam in michigan? >> caller: boo-ya jim, how are you?

>> real fine, how about you? >> caller: good, here in detroit, wondering when are you coming to detroit so i can get my book autographed? >> i wish i could. i was signing books last night and a couple more but they got me chained to the desk. can you imagine? forgot my rockports today, these aren't bad -- go ahead. >> caller: sounds good. i'm calling about rockwell animation. a pretty good run up. >> that stock has been a star. >> caller: it's been awesome. will it go higher? >> it ain't done. it will go higher, that's the kind of company i like. it's an american machinery company that does better than almost anybody else. they are fantastic at what they do. not everybody can be yelp, yelp is screaming in the after hours. will it go up? will it go down? do yourself a favor and take apple for what it is.

a slower growing tech company with a fabulous balance sheet. expect anything else, and you could be disappointed. stay with cramer. be disappointe. stay with cramer. if you wear a denture, touch it with your tongue.

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it is time, it is time for the lightning round. rapid fire calls. play to this sound and then the lightning round is over. are you ready skidaddy? time for the lightning round. i'm starting with frank in new york, frank? >> caller: yeah, what's up cramer? cold in the northeast, boo-ya. >> wow, i think that's a cold boo-ya. >> caller: yeah, yeah, yo, i got

a question about specifically earnings for bayer, i want to know what do you think about that? >> i like palo alto networks more. if i want security, i want palo alto. i worry about the janus thing. there is a lawsuit with juniper, i'm not as concerned. i like palo alto. nathan in wyoming, nathan? >> caller: how is it going, jim? >> great, how about you? >> caller: i'm doing great. walter energy? >> i don't like the balance sheet. a lot of people want me to take a flower, no thank you. i need to go to rob in california, rob? >> caller: boo-ya, jim, how are you doing? >> good, how are you. >> caller: good, good, blackburn energy. >> i've been doing work on these oil and gas partnerships and i'll reiterate i want you in line. that has gas and oil now that it

finished the deal and there was like a short selling attack on it, and always expect the attack to come back, but it's kind of disappeared. can i go to tim in new york, tim? >> caller: hey, jim, boo-ya from new york. >> well, what's going on? >> caller: pretty snowy up here. i'd like to get your take on navigator holding. >> i think this one is very good. i see liquid propane business is very strong and i think it will impact them in a positive way. let's go to dave in ohio, dave? >> caller: boo-ya, jimmy, thank you for you guidance. >> my pleasure. >> caller: i'd like to stay long with the andersons. >> no, no, that's -- really terrific guess, by the way. i love what he said about the government. i want to stay away from the green complex, even though it increased of late.

too dicey for this guy. george in pennsylvania, george? >> caller: hi, how have you been? >> not bad. >> caller: i have a question about aria, ticker aria. >> this is one that had its time. there are so many, got thrown out like a lot of other companies because the expectations got too high. take advantage of gilead and do some buying. how about kendall in illinois, kendall? >> caller: boo-ya, jim. >> boo-ya, kendall. >> got a big question for you, sir. i'm interested in invn. i need to know if that's a player or a poser. >> no, no, it's real. this is game controllers. i've been working on take two nonstop. when take two went down so much, that's a better opportunity. go over the take two quarter. they have a strike at 19. that stock was way overdone. like a bear raid. i prefer you to be in that. let's go to mike in connecticut,

mike i, did not do the mike, mike, mike joke because nobody likes it, mike. >> caller: boo, boo, boo, boo, boo-ya. >> all right. >> caller: ayi, acuity brand. >> outdoor lighting, it is going up a great deal. i am a thinker of going up too much. i want to take profit. i'm not done. i'm going to justin in ohio, justin? >> caller: jim, a big bulldog boo-ya to you. >> definitely. >> yeah, i was wondering if you can give me perspective on go go. >> it's a long, short battle ground. i think under 20 you should buy it. when it gets to 27, 28 you got to sell it. it's a trading vehicle. can i go to john in florida? john? >> caller: yeah, hi, jim. >> john from dunedin, florida. man, first -- many times and long time. what is up? >> caller: yeah, well originally from new york. i'm down here four years, jim. i have a question about molycorp, mct. >> john, we got to up our

quality of our companies. we do not want molycorp. when they are selling companies we really like, some great consumer brand companies, we go with them, not down the food chain and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by amritrade.oo in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a...shell. get live squawks right in your trading platform with think or swim from td ameritrade. get live squawks right in your trading platform [ mala body at rest tends to stay at rest... while a body in motion tends to stay in motion. staying active can actually ease arthritis symptoms. but if you have arthritis, staying active can be difficult. prescription celebrex can help relieve arthritis pain

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in a troubled moment for the market, i think it's worth remembering there are still companies out there doing extremely well, and some were lost in the shuffle of last week's huge sell off. take marathon petroleum, the oil refinery spun off the old marathon oil three years ago. an example i use for how breakups create such a huge value. the thing about refining oil is all about the margins. you get where the companies can do well by turning around and selling products priced off the higher brent crude price. we saw this happen in the midwest starting in late 2012, much of the oil was landlocked so they could buy it cheaply. since then we built pipeline capacity down to the gulf coast region, and while that narrowed

the spread between the price of american west texas crude and the global brent crude price, it's been good news for the refiners in the gulf coast who can benefit from the domestic oil and gas revolutions in ways they couldn't before. as it happens, marathon petroleum has a ton of capacity in the gulf, too, and a big midwestearn business. they earned $2.10 per share. that's a magnificent 95 cent beat, the biggest of the year so far, of all the companies i follow. up huge from the previous quarter. marathon petroleum jumped from 83 to 87 after these numbers came out, but the ensuing sell off, brought back to 82 and change. don't take it from me, let's talk to gary heminger, the president and ceo of marathon petroleum to learn more. welcome to "mad money" sir. >> thank you. >> thank you for coming on the show.

you guys have been tremendous creators of shareholder value. they have beaten quarters by three cents and five cents. we're excited about that. how does someone beat the estimates as big as you did? >> as you just said in your remarks, access to crude oil. we have a great midstream business. we're able to move crude oil around our system. great midwest presence and gulf coast presence, took advantage of both in the fourth quarter. >> there are not many others that have midwestearn and south, so you can switch and do what you need to do to make the most money. >> we're balanced well between the midwest and gulf coast. we have a new refinery, galveston bay refinery. with the garyville plant, we have over a million barrels a day in the gulf coast and about 700,000 in the midwest. >> you're able to, just so people understand, you can export gasoline to the highest bidder, that's allowed in the country, but we're not allowed to export crude. >> that's correct. >> is that right?

i know that you talk about it philosophically in your conference call. >> when you look at exporting crude, yes or no, first of all, we support free markets. that's the right thing to do in a comprehensive energy policy. we really need to look at the jones act, which moves crude oil and refined products around the u.s. you cannot move from port to port in the u.s. unless you have a u.s. flag vessel, and secondly, we need to look at the renewable fuel standard, inhibiting the growth in the market and transportation fuels, and lastly, and of course, where do we stand with the keystone pipeline? >> that's what i want to know. where are you on keystone? >> we're a supporter of the keystone pipeline. today we're importing still about 7 million barrels a day of crude oil. a good chunk is coming from canada. a great ally being the canadian

people in calgary and the atabasca region, and they are willing to bring this down to the u.s. at fair, you know, domestic prices. so we ought to bring that pipeline -- >> if we don't, venezuela, russia, nigeria, libya, saudi arabia, countries that we are hostage to without this pipeline. >> right. this pipeline, refineries across the gulf coast, most of them are engineered to run this heavy crude oil. some on those you mentioned are not coming to the gulf coast anymore. so this is a great win/win solution for the canadian oil as well as u.s. refining. >> valero has managed to bring out even more value by spinning off cst, it's a terrific chain of gas stations. you have a huge chain of 1,470 convenience stores. might that not be worth 2 billion and we should give it to shareholders? >> great, question, jim and that's a great parallel to the spin off. >> you guys are committed to bringing value. >> we're committed with what we do with the transportation business.

we have looked at this, and we will continue to look at it. with our speedway business, what really makes sense to us is the committed volume. you look at the speedway business and the marathon brand that we can drive from our refineries using that transportation system that has tremendous flexibility. it gives us efficiency to be able to move that product every day. >> we like susser petroleum. can you do something like that? >> they have taken what's known as the wholesale side. >> yeah. >> right, we have a very big wholesale business as well, however, it's tied to our refining system. we continue to look -- the first step was to take and make our own mlp with our transportation business. we continue to look at these other drivers into the future. >> you own a huge part of the mlp. >> yes. >> and you could monetize that if you like. why not? it's been the best performer in the group. >> we have been monetizing that. >> slowly. but you still have a big chunk. >> our plan, jim, is we're

trying to focus, and we will look at and we're trying to forecast about a 15 to 20% growth compounded per year. >> right. >> and we hit those targets this last year and we will continue, as i illustrated our analysts day in early december. we have approximately $800 million of new projects, the sandpiper and sacks that can bring that bakken crude. around a billion dollars set back that's certainly eligible. so we will continue to monitor. >> last question, you're a work in progress. >> yes, sir, in fact, we had a 129% return since we separated the company at shareholder value. we returned $4.2 billion in shareholder purchases this year. 110% increase in our dividend. we're going to continue on that path. >> you're ideal for what we are

looking for, for people at home. >> thank you. the president and ceo of marathon petroleum. these guys are committed to you if you own the shares. stay with cramer. let me talk to you about retirement. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. would you trust me as your financial advisor? i would. i would indeed. well, let's be clear here. i'm actually a dj. [ dance music plays ] [laughs] no way! i have no financial experience at all. that really is you? if they're not a cfp pro, you just don't know. find a certified financial planner professional who's thoroughly vetted at letsmakeaplan.org.

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all right. we still have some red again today. the only kind of red i want to see is the red, white, and blue on the uniforms of the u.s. olympians. the kind of market action we've been getting warrants you to do

homework and try to stay protected. the best way to do that is keep your portfolio diversified and not keep all your eggs in one basket. that's why we play my favorite game, am i diversified. call me or tweet me @jimcramer or message me at facebook, tell me your top five holdings and i tell you if your portfolio is diverse enough or mix it up. let's start with a facebook message from melinda, who says love the show, thanks for everything, am i diversified? bank of america, okay, swift energy, amazon, j and j and magic software. holy -- magic software? i haven't looked at magic software in ages. all right. let's see. okay. amazon and magic, no. i'm regarding both of those as tech. what we're going to do is sell out the magic and put in a diversified company, united technologies which is down a great deal and shouldn't be.

bank of america, my charitable trust, and same as johnson & johnson. swift energy is okay. i would prefer marathon, frankly. amazon, tech, energy, drug, we put united tech, that's industrial, and bank and that will work, melinda. make that change. let's go -- it's wednesday, mike, mike, mike in georgia. mike? >> caller: what's up, jim? hey, you need to go get over here to the masters in april and do a live show from the masters, how about talking regina into doing that? >> it's on another channel so i'm not familiar with it. >> caller: [ laughter ] okay. i just wanted to throw that out there. but i got mine here for you. >> okay. >> caller: google, amazon, facebook, spec play janus jns, and kimco realty. >> all right. most definitively, not,

unfortunately, although i like the masters suggestion. i don't know why i don't get a green jacket and go down there. facebook is a tech company. google is a tech company, amazon is a tech company. we'll keep google, throw away amazon, throw away facebook. why? because facebook had a good run google is cheap and add bristol myers and go back to united technologies because that's my industrial of choice right now, being brought down by boeing every day. kim co, nice reit, they think it will be hurt by mall traffic and a decline in shoppers and janus is okay mutual fund. i would prefer bank of america. because i think janus isn't that great of a company and that's how we'll play it. let's go to robert in illinois, please, robert? >> caller: hey, is this jim cramer, the mad money man? >> yes, is this robert from illinois? >> caller: yes. hey, jim, i would like to thank you for everything you do for us home gamers and turning us into

better investors. your show is awesome. >> thank you. >> caller: and your books are great, man. and i would like to find out if i'm diversified. >> okay. >> caller: i have apple, berkshire b, eog natural resources, union pacific railroad and i recently bought some mastercard. >> i like that. aj -- way overpunished, that mastercard. i think because a lot of it was the 10 for 1 split. mastercard is fine. that is a payments processing company. union pacific, my charitable trust hit that one wrong. sold it way too low, railroad, we'll call it a diversified industrial because it is run by warren buffet. eog, excellent oil and gas

company, and apple, a nice, higher yielding technology company. tech, finance, rail, industrial, oil. perfection. stay with cramer. stay with cramer. here's a word you should keep in mind "unbiased". some brokerage firms are staybut way too many aren't. why? because selling their funds makes them more money. which makes you wonder. isn't that a conflict? search "proprietary mutual funds". yikes!! then go to e*trade. we've got over 8,000 mutual funds and not one of them has our name on it. we're in the business of finding the right investments for you. e*trade. less for us, more for you. the fund's prospectus contains its investment objectives, risks, charges, expenses and other important information and should be read and considered carefully before investing. for a current prospectus visit www.etrade.com/mutualfunds.

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congratulations of all those lives of the super rich. >> oh, my god! >> and mega hunting. in this episode of "secret lives of the super rich," -- >> welcome to nirvana. >> oh, my god! >> super broker dolly lints is megahome hunting for herself. >> look at this waterfall here! >> this is extraordinary. >> don't mistake this for a party. >> this is the hunt for the next year's kentucky derby winner. >> high society types usually don'