mandals. >> or flip-flops. >> yeah. that's well done. you have to give him a shout. >> nvidia. >> i want to trade. there we go. all melissa lee. we see you back here tomorrow at 5:00. it is great to be back. thanks for watching. don't go anywhere. "mad money" 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! that's right, we are back in action! >> hallelujah! >> cramerica. so welcome to "mad money"! welcome to cramerica! or welcome back! other people want to make friends, i just want to make you a little money, because my job is not just to entertain you, but to educate and teach you.

call me, 1-800-743-cnbc or tweet me @jimcramer. when the standard & poor's 500 breaks out to new intraday highs, like it did today, your most important job is to play the skeptic, to don the bear suit, to poke holes. on days where the dow falls 196 points, before reversing hard in the afternoon, closing up 106, while the nasdaq advanced 0.69%, the last thing you should do is cheer leid. you don't defend a market that's roaring higher. you come to the market's defense when it gets clubbed, as it was just a few weeks ago. with the averages down more than 5% and half the s&p off 10% or more. so, let's take this roaring market as a terrific opportunity to go over not the bull case, but the bear case!

the reasons why the market stho shouldn't be this high, shouldn't be. first, there's valuation. now, there's no doubt this market is stretching the bounds of reasonable prices. the average stock is selling for 17 times earnings. and let me just tell you, you might not understand that number, but it's certainly not chief historically. so why can't the market go higher? because i think the earnings estimates are going higher. not lower. and that means the market may not turn out to be as expensive as it seems right now. profits are robust, as are dividends and buybacks. plus, stocks are still bargains versus bonds. and the new fed chair, janet yellen, is telling you not to fight the fed, which still favors lower interest rates, and therefore higher stock prices. second, how about this level of optimism? isn't it out of control? i think we have to remember that all the market's done is get back to where it was when last year ended! which isn't saying all that much, considering all the good

that's happened since 2014. the dow is still in the red, for heaven's sake. that's hardly a sign of runaway optimism. the market has been climbing a wall of worry, but the wall, nope, it's become less barbed, fewer machine guns facing us. not only a remarkably end of the incessant partisanship and bickering in washington, including the termination of shutdown attempts and debt ceiling wrangling, both which contributed to last month's sell-off. the decline of washington's influence on wall street is the story of the year, and it's almost entirely a 2014 story. washington's been the cause of every 5% decline for the last three years. and now it's disappeared as a negative. >> hallelujah! >> yes, the market seems to be dismissing the violence in ukraine, but it took a wallop on the crisis in turkey and arrange

the t tarn argentina and other emerging markets a months ago. i feel like the market is ignoring the negatives. have you looked at the collapse in retail values, the places you shop. the biggest companies are the worst performers. outfits like walmart and target. no one's giving these companies a weather pass either. some retail stocks have been outright obliterated. others like starbucks and whole foods, fantastic operators, haven't kept pace at all. hobbled by coffee prices, competition. best buy, gamestop, three standouts from last year, they've been laid to waste. lululemon, it's now valued as half a pair of stink pants. the bank stocks needed the trades to go higher, so they're not cooperating with the rally either. the insurance stocks, one of last year's biggest winners, they've got miserable! that's a sign of real skepticism, as the financials are still the biggest sector in the whole market. the autos, market leaders last year, they've become just awful! i mean, come on!

>> don't buy, don't buy! >> the house of pain. >> so the big consumer product stocks. they've been since the year began, they're real head scratchers, and signs of outright bearishness, not unlike retail at all. plus, anything that touches china can't catch a break at all. mining and minerals, call them millstones, forget about it! it wasn't until today that the oils finally took off. third, we heard many stocks are levitating without a basis in fact. i totally get this, but the dramatic levels of merger activity and investor activism say otherwise. is comcast, parent company of cnbc, a dumb acquirer, i think it's been incredibly seclude over the years. the activist acquisition has lapsed and sent both stocks flying, like many other deals lately. just today, menswearhouse moved both stocks up. that merger creates a worthy competitor, skyward solutions

for the cell phone industry. companies are worth more to other companies than they are to the market. and that's a classic sign of undervaluation. not overvaluation. heck, these are managers who understand the business, not stock jocks! many of these mergers come after shareholder activism, jang led management action. we're seeing the same thing at red lobster, and carl icahn first with walmart and ebay. this is an unprecedented time, people, for shareholder activism. and boards are acting responsibly. and responsible, by either shrinking to grow or giving you sums of the parts that exceed the value of the whole company. or just selling outright. fourth negative, isn't the funny money of the old days the dreaded year 2000 when stocks were valued by eyeballs and mind share? once again upon us with that facebook acquisition and the twitter rally, the valuations levels that make no sense at

all, especially that have earnings disappointment. tesla, how can that be valued? netflix goes higher. amazon keeps losing money and refuses to care. what can i say? there's some truth in this one. this is the most worrisome part of the bear cave. once you go down the path of trying to explain values of uber expensive stocks versus other expensive stocks, well, then you're playing a relational game with fire. there are some momentum names that are simply overheated. and they bother me every single day. bother me on vacation, bother me today, bother me for a full month now. but, you know what, i made my piece with them as the price of performance. you need some octane to keep up with the averages, which is why my charitable trust owns facebook and google. but at least the latter is cheap. if you stay tuned, i'll introduce you to the "mad money" momentum monsters. "mad money" momentum monsters, the big four ms. 15 stocks that are the most exciting and most worrisome for this market. unless they come down.

let's not forget, there's a whole other element of tech, by the way, that's valued miserably. hewlett-packard, ibm, cisco. they fell behind in social media, cloud, and connectivity. so they're not going anywhere, deservedly so. another worry, we are overbought. the standard & poor's oscillator, plus 8.5%. up 8.5 tonight. that's the most overheated the market's been in years. anything over plus 5 is dangerous, and historically a terrible level to do any buying. again, i'm not denying discomfort. it's just plain worrisome, which is why my charitable trust is scaling out from what we bought at the lows, not piling in now. finally, the biggest worry of all. we've had two straight months of bad employment numbers. as i write in "get rich carefully," that cannot be dismissed. the market is banking on these numbers from being over shot because of the weather. but the silly money nasdaq 2000

elements, very disconcerting. undeniableab undeniably disconcerting. so where do i come out? pretty mixed, actually. i think the market's too elevated given the employment numbers, the overbought nature of the averages, and the cultish nature of some parts of the nasdaq. that's why my charitable trust has been an overall seller, pretty much raised cash every day. but stocks, they still remain the best game in town. and that's undeniable too. the bottom line, there are values out there, but as we go higher, there are fewer and fewer of them. worrisome? how about still bullish, but simply not as good as it was at lower levels. sorry to even be a tad cautious, but buying low and selling high is a better mantra than buying high and hoping to sell higher. larry in massachusetts, larry? >> caller: jim, got you got some well-deserved r&r and are back on fuego!

>> you betcha! thank you! >> caller: you're welcome. a question about one of the trusts i own, following on your interview of ethan allen a couple of weeks ago, with a lot of the retail reporting this week, if the hideous weather here is not inhibiting the purchase of indoor furniture in california, do you think people are buying cars in the same climates they're buying bedroom sets, and if so, why is the snow worse on gm's lots than alan mulally's? >> you raise a great point. trust owns gm, we were kicking ourselves. i don't like stock being down today on a day, an up day. that's worrisome. don't forget, gm sells a lot of cars in europe. that last quarter one that good. technically, people tell me not to worry about gm. i'm a fundamentalist, not a technical guy. i find the action worrisome. i'm not backing off, because the stock is cheaper. it does need higher rates, though, because of the pension issues. you raise a good yes, larry, and i don't have a good answer.

let's go to walter in georgia, please. walter? >> caller: hey, jim. big atlanta spring training bu buyas to you. >> thank you. what have we got? >> caller: i currently own rf microdevices, and they announced a merger this morning with track semiconductor in a tax free all-stock merger. i was wondering what you think of the emergencier and do you think the merger will produce a better company with more upside potential, or should i go ahead and -- >> walter, i think this is a terrific challenge. challenge to sky works, which, by the way, wasn't hit, because sky works did have a fantastic quarter. i've been begging for more consolidation in tech. this is the kind of consolidation that's going to let me tell you that i think rf micro has got another 10% in it. but then, ka-ching, ka-ching. sure, the bulls are running again! but are there values out there? let's just say, let's be honest, they're getting harder and harder to come by. "mad money" will be right back.

coming up, wall street strength. behind today's rally, there's a special breed of stocks leading the way. cramer's got the names that have run, but could still continue to go the distance. don't miss his market momentum monsters, next. and later, polar play. the winter may be chilling you to the bone, but the frozen temps might mean boom time for one industry. could it make you cold, hard cash? plus, what's app with that? facebook pickup words of $19 billion for a messaging application, what's app? but was it worth? cramer's take may surprise you. 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 i-800-743-cnbc. miss something, head to cnbc.com. peace of mind is important when you're running a successful business. so we provide it services you can rely on. with centurylink as your trusted it partner, you'll experience reliable uptime for the network and services you depend on. multi-layered security solutions keep your information safe, and secure. and responsive dedicated support meets your needs, and eases your mind. centurylink. your link to what's next.

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the stock market has at long last shaken off its slumber, and we're once again in bull market mode. let's not get too euphoric, though, as i said at the top, because it looks to me like we're entering a moment where there's simply not going to be a huge amount of growth worldwide. so what do we do in a growth-starved environment? guess what? we've been here before. when growth becomes scarce, the trip for the super bulls in the market is to buy the fastest-growing, most turbo-charged momentum stocks out there. that's why tonight, break in form. giving you 15 "mad money" momentum monsters. the four ms. a portfolio that includes the wildest traders out there, the ones that exemplifies my worries just expressed at the top of the show. but they're very much a part of the enthusiasm behind this rally. so why don't we just go for it? the idea of doubling down on momentum may seem a little reckless to some, but i have my doubts. believe me, particularly after this market's fabulous rebound over the last few weeks. but you have to understand that for many managers, this is truly

a momentum-driven market. hypergrowth has become a prized possession and there are always mutual funds that will pay through the nose for any companies that can deliver it. just as important, the superior growth playbook has worked very well for us in the past. so before i give you my list of momentum monsters, let me go over some history here. the proof of concept for this idea, back in june of 2010, longtime members know this, i created the candys index, and five months later, i updated the roster, we called it fadscan, replacing that with amazon when the other two slowed down. i keep coming back to these fadscan names over and over and over again, flogging them endlessly. and sure enough, the performance of those gunner stocks that has been nothing less than mind blowing. these seven growth stocks have

been up an average, thrashing the s&p 500, up 55% over the same period. i'll go back further to june of 2010, when we rolled out the candies and the original "mad money" growth index is up an astounding 140%. again, trouncing the s&p's 84% gain. that's because the stock market always puts a premium on companies that can triumph over the sluggish environment. we've had in environment for five years. so with that in mind, i would like you to meet my new super growth portfolio. 15 all-expensive stocks that are concession to the moment that i think could still roar again. in the rapidly approaching world of march madness, these stocks aren't just three-pointers, they're four-pointered, mid-court switches, "mad money" monster momentum stocks. let's tick them down in alphabetical order. and playing no favorites, okay? our first momentum monster, yes, of course, amazon! it's a defiant stock, because it refuses to be constrained by traditional valuation metrics. in fact, amazon is the

anti-valuation stock. as long as the company's sales keep growing, no one seems to care about the lack of profits. people love the stock because they love the product and they're huge believers that one day, maybe, just maybe, it will make a lot of money. but for now, amazon's revenue growth is all that matters. in fact, i think the stock would actually go down if management started talking about profitability. that would signal the growth runway is finally at an end. wall street disliked the last quarter because it had an ever slight downtick in sales growth. the stock's just recharging. "mad money" monster momentum number two, chipotle. who else had 9% same-store food-related sales growth? just chipotle. it was a tour de force number and eye-popping level of growth, based in part because of the company's ability to convince people that it is, indeed, the anti-corrupt food chain restaurant. don't believe me? check out the hilarious farmed and dangerous, starring ray wise's buck marshall, it's all

about how chipotle's the polar opposite of a processed food company. like its one-time parent, mcdom mcdonald's. plus, it's one of the cheaper momentum names i'm talking about today. number three, how can we not put this one on, right? facebook! my charitable trust had a huge win in facebook, and this is a rare case where i just wasn't greedy enough! which is why the trust went right back in during the momentary dip last week on the announcement that facebook's shelling out $19 billion cash and stock for what's app! facebook's is laser focused on profits, and it's growing them incredibly fast. some of this is because the advertisers love it and the users seem to like the ads. so much for the demographic and the 1.2 billion-user love affair. it's you, and they can do a lot with you, much more than just entertainment. how much would advertisers pay for individual, targeted smart advertising to 1.2 billion people?

i think the opportunity is worth a lot more than facebook's $180 billion market cap. yes, it's that huge. and i will have more on the what's app deal. stay tuned. monster number four, google! google is probably the cheapest stock on the list, chalk it up to large numbers, company's too big to generate 50% sales of earnings growth. but google has more fingers in more pies than any company i've ever seen. cell phone, pc, search, advertising, telecommunications, wearable, cars, entertainment! you name it! plus, there's the penny two-for-one delicious split that should make this stock seem less than spendy. as i write in "get rich carefully," you can make the argument that this is cheaper on a 2016 basis. that's the time frame many portfolio managers regard as most important. number five, give me my handbag, michael kors! this has become the go-to momentum play for accessories in the high-end retail. kors like so many other momentum monsters defies the short sellers, posting very high

double-digit same-store sales. that's how a handbag company trades at 31 times earnings. you know, there's a scarcity of fast growers that aren't tech stocks. kors can make any momentum fund look diversified. i like the company! stocks run from the 70s to 99, straight line. that's what you get when the shorts panic and go nuts. so when they calm down, the stock could pull back before it goes higher. momentum monster 6, netflix! does netflix have to do anything beyond adding new members? no! this company isn't trying to make big profits right now, it's trying to become the dominant online entertainment business, and for that it's willing to sacrifice profits for certain. netflix is what i call an opportunity stock. meaning that the scale of the opportunity far outstrips the size of its market cap. you can't judge the stock on its price to earnings multiple. instead, look at the $26 billion market cap and recognize someone at google, apple, microsoft would see that stocks price. the acquirer. and the market liked that netflix announced this weekend

that it's paying comcast to ensure you don't get that darned buffering message all the time. with the stock rallying nearly $15 today, the all-time high, paying up for better throughput and being loved for it, that's momentum incorporated. here's the bottom line! in a world where growth is scarce, it's worth paying up for stocks that have growth in spades. that's why my "mad money" momentum monsters, that's what they're all about! i just gave you the first six. stay tuned for the other nine names when we return. coming up, the one stock that could be the key to understanding this market. don't go anywhere. cramer wants the to know the viewer's choice for best picture, the stop for the solid gold outlook in 2014. tweet your predictions for the market's breakout star at jim

cramer #goldenbulls. and tune in to see the winner revealed this friday.

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if you're at all bullish right now, this is the moment to own some turbo-charged growth stocks. and tonight i've got 15 "mad money" momentum monsters just for you. we've already covered the first six, amazon, chipotle, google, facebook, michael kors, and netflix. now i'm going to give you the rest of the monster portfolio, because in a world where growth is scarce, these stocks can fly higher. we're up to momentum monster number seven, priceline. if wall streeters weren't such snobs, they would recognize that priceline is now the way people travel. it's a perfect play on the consolidation of the airlines that can now charge you a fortune for tickets. it's the way to stay in a hotel, when almost all the hotels are the same, and it's one of the greatest emerging growth plays. all this and priceline trades at just 28 times earnings. our eighth monster, regeneron, in "get rich carefully." why regeneron rather than gilead

or biogen, gilead moves to slowly. the guys have been leaving cellgene. and biogen just had a move off the strength of a multiple drug. so i'm defaulting to regeneron, a total momentum name with a major blockbuster drug, ilea, to comb fight mack particular degeneration. regeneron is my go-to biotech name. how fitting it vaulted $12.64 today to an all-time high. momentum monster number fine, here's some controversy. solar city. elon musk, solarcity's chairman is not just a genius, he's mr. zeitgeist and he's got what everyone wants, a one-stop shop for solar panels, including

installation. my kids are insisting i go to solarcity and get some of these panels. they used to want me to go to kiddy city. solarcity reported a confused set of numbers this very evening and the bears seemed to be growling over them. come on, it's an elon musk stock. he'll get it right on track when he rolls out his giga factory battery solution. classic musk, classic solution, don't worry, be happy. number ten is stratasys. stratasys is the one to own, the broadest portfolio and barely got dinged when they lowered the boom and merrill lynch downgraded to a sell this very morning. 3-d printing that has become one of the biggest hype jobs i've ever seen, but my friends who are using this, they swear by stratasys. i expect this to jump right back. momentum monster number 11,

tesla! another elon musk vehicle. i've got more to say about this one later in the show. for now, let me just tell you that tesla's a case where the car itself is driving the stock. because what can i say? that's really the truth. everyone who's ever test-driven one like me wants to own a share or two. plus, musk really knows how to drive a stock! he sets reasonable expectations and then he crushes them! and let's not forget that tesla is moving into china, ho, ho, ho, china! to bolster its growth. oh, by the way, there are valuation parameters -- i, no! no valuation parameters on this earth can justify tesla's $26 billion valuation. but as any momentum player will tell you, so what? number 12, when you think momentum monster, you better be thinking twitter @jimcramer. here's a new apply public company that disappointed right out of the chute. the stock got obliterated, but since then it's been coming back

with a vengeance. we know that the number of people who visit twitter has not been growing as fast as before. but twitter has a singular concept, nobody else has anything like it. it's a personalized news service and that's got to appeal even to people who have never tweeted. if you're buying the stock, you better believe people are going to reaccelerate its signups, oerz, it's going to be losing some of its momentum. don't forget, twitter is one of those companies where a microsoft app or google could still buy even up here. momentum monster 13, under armour. in "get rich carefully," i read about stealth companies, companies that are inventing things in engineers where they didn't use to tread. that's under armour to a tee. the self-proclaimed world's sweatiest man invented a towel that keeps you cool when it's hot and warm when it's cold. of course, with the stock trading at 62 times earnings, under armour better keep putting up terrific numbers, like the

last quarter. buyers sure think it will. who am i to disagree with a momentum monster? how about, quickly, if under armour shrugged off the olympic speed skating fracas to rally on an all-time high today. number 14, workday. i think salesforce.com seems like the logical choice, but salesforce like gilead goes up over time. momentum traders want big moves and they want them now. they said gobs of points. workday, which is cloud-based human capital and seems to be all things finance, software as a service provider, good buzz words, allows companies to cut whole sections of nonrevenue-produces businesses, what some would call deadweight. so bring them in. i adore this company. get the stockiest price for perfection, meaning everything needs to go right. probably will. last but not least, our final momentum monster, yelp! my "squawk on the street" partner, david faber, always the skeptic, says how can this be

the key to the market? that's the late, great mark canes, who used to call my reverend jim bob cramer for the church of what's happening now. there's always some stock that the momentum buyers love so much, they'll pay any price. to put it another way, when bob dillon croons, but for the sky, there are no faces, he's not singing about mr. tangerine man, he's singing about yelp. this is another company that's in sync with the holy trinity. plus, perfect connectivity. it's a play on all sorts of businesses, the genuine living, breathing, online yellow pages. yelp's got a better model, though. regular, unpaid people write reviews and yelp's sales force calls the company being reviewed and solicits an ad. it's a naturally virtuous circle. the bottom line, if you're a bull here, if you believe the market could have another upswing over the next six months, then these 15 momentum monsters of the midway could be the best ways to play it. either with a common stock or perhaps with deep in the money call options.

i'll run through, one more time, i'll run through them. it's amazon, it's chipotle, google, facebook, michael kors, netflix, priceline, regeneron, solarcity, stratasys, tesla, twitter, under armour, workday, and yelp. yes, they are the antithesis of value. they've got growth in a growth-starved world. and as long as there are investors who don't care about the price they pay for it, the "mad money" momentum monsters seem doomed. doomed to go higher! hey, how about bob in kansas. bob? >> caller: yeah, thank you, mr. cramer, for taking my call. i wanted to send you a big kansas city barbecue boo-yah. my stock is net star broadcasting, ticker symbol nxst. it's got me in the house. what do i do with it? >> we've been watching this stock go, you know, kind of leveled off here. now, i've got to tell you, emedia, acquisitions,

televisions, no! we like google. it's cheaper and grows faster and it's less dangerous. i'm going to go to myself. james in new jersey. james?! >> caller: hey, jim, i'm calling about weight watchers. i know they have a new management team and i want to know if i should bail or buy? >> i wouldn't touch this thing with a ten-foot pole or a 9 1/2-foot pole after i went through weight watchers. this is a problematic entity. they do not have the growth they once had. it has been disappointment, disappointment, disappointment. it has become -- >> the house of pain. >> and i'm not letting you into it. wow. i'll tell you something. these momentum monsters, if you're bullish, what can i say? i give you 15 "mad money" momentum monster plays! 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.

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in the spirit of award season, on friday, we have our first annual golden bulls special. i'll be handing out awards to highlight some of my favorite stars on wall street, but for the ultimate prize, best picture. i want to hear from you. let me know which stock you think is the webest outlook in 2014 by tweeting me, jimcramer #mmgoldenbulls and tune in friday to see if your selection goes home with the bulls. now it is time, it is time for the "lightning round" on cramer's "mad money." rapid-fire, don't know the calls or stocks ahead of time. when you hear this sound, then the "lightning round" is over. are you ready, skee-daddy?! it is time for the "lightning round" on cramer's "mad money." let's start with david. >> caller: boo-yah from syracuse, new york.

>> 'cuse rocks. how can i help? >> caller: i was looking at wwe. >> they really pulled a turnaround here. used to be a dividend slow-growth stock, turned into a kingpin. and content's working is! how about guthrie in tennessee. guthrie? >> caller: boo-yah from memphis, jim! >> how you doing? >> caller: i'm a longtime listener and action alerts subscriber. my stock's a biotech, broken out recently on a cup and handle pattern. it's got its launch happening in the second half of the year. got numerous other sources of long-term catalysts, long drug pipeline. i'm 130% efficient and have been taking -- >> what stock is it? >> caller: should i hold on to the rest? >> you're right, i'm a st. jude men, but if you want to do speculation, oheros will work.

let's go to casey in michigan. >> i would like to give a shout-out to my finance teacher, mr. marcks, and ask about cisco. >> there's a cisco that's good, the food service business. the bad is the cisco tech. what can i tell you. it doesn't have what i want out of a stock in tech. i want growth. brian in tennessee, brian?! >> caller: hey, how's it going, cramer? >> all right, how about you? >> caller: good, good. my question is about czr partners. >> fertilizer, ag, we don't like fertilizer or ag and we're not going to pay for a dividend when we see no growth. i'll say ixnay on cvr. and that, ladies and gentlemen, is the conclusion of the "lightning round"! >> announcer: the "lightning round" is sponsored by td ameritrade. ♪ ♪ [ tires screech ]

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so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. while "mad money" was being preempted by the winter olympics in sochi, curling, to be precise, over the past couple of weeks, something big happened. the hideous winter weather here in the united states caused the price of natural gas to spike up to the highest levels in five years. at one point, rising above $6 per million british thermal

units or btus. some of this is temporary, but for years, we've had a horrendous natural gas glut, and the recent action tells us the glut might not be as endless as it seems. so tonight i want to introduce you to a high-quality natural gas producer, one that became public moonth ago, rice energie. a company that gets all of its current productions from acres in the southwestern pennsylvania area of something you're all familiar, the marcellus shale. the price is 47,000 acres in the utica shale. we went there with chesapeake. and they're currently drilling it aggressively. the price came public ate $21 per share a month ago. it was a little less sexy than many others we've seen. the stock has rallied 10% in the after-market. rice has been a very low-cost driller in the marcellus, with drilling and completion costs of just 70 cents per a thousand cubic feets of reserves, if they

could duplicate that in the utica, this could have a lot of room to run. let's check in with danielle rice, the ceo of rice energy, learn about his company and prooss. mr. rice, welcome to "mad money." how are you? >> thanks, jim, thanks for having me. >> sure! have a feet. a few months ago, all we wanted was oil. now we want natural gas. how dunne we won't shift back to wanting oil. >> when we founded the company, we were really agnostic to commodity mix. what we were looking at is rate of returns that were getting on our investment. for us, we're focusing within the marcellus in an area that has break-even prices for our oils, around $2 to $2.50 per mcf. we've been able too identify the same kind of qualities in the utica shale acreage we have as well. so given where the future prices are for both oil and natural gas, we're pretty well positioned in an area that we think will be pretty economical. >> why is your productivity so high? you're up there with capital oil and gas, which you've liked for a long time. >> sure.

i think one of the things that really makes our company different is just our approach to the shale. i think one of the things, the industri industry as a whole has learned, how sensitive is the shale to the development. so the unique approaches we take, we're making really little changes to the shale in our development, that's really optimizing our rate of returns on these wells. so right now we have about 40 wells producing over 200 million a day of production, which is really illustrative of how prolific this shale can be if it's done the right way. >> okay. we've had pretty good success with these stocks, whether it be eog or whether we've liked cabot, we've liked anadarko at times. most of those companies have been around for a long time. even magnum hunter with its ups and downs and now ups. you're 33? >> uh-huh. >> and not a long history in this group. so, why should we bet on you, prempbably given the fact you have a leverage balance sheet to do all this drilling? >> that's a really good

question. i think if we took a step back and looked at shale in general, shale has been only been around for ten years. i think if you look at the management team that we have in our track record, it's been 100% within shale. and so, our technical folks, the engineers, they grew up in the barnette, in the formation of the barnette. so we've designed this company specific for shale development. and so i think if you tried to ask somebody, you know, do you have 20 or 30 years in shale, the answer can be a maximum of maybe 10, 12 years. >> okay. >> arby mcclellan, we visited him in utica and it was disappoi disappointing. thought he had a lot of oil, didn't really have it. u utica, somewhat good, somewhat bad. how much is utica really worth on top of marcellus? >> if you look at marcellus, people have started to identify and really say where the sweet spots where. with the utica, they thought it was going to be the succeed coming of the eagleford shield

down in texas. i think what we've ended up with in the utica is a narrow liquids window, but a very, very prolific dry gas area. >> do you think that natural gas has to go to 6 to be able to take care of the capital flows that you need? because you are levered. and that's worrisome to me, because natural gas comes back to 3, i know you're hedged on more than half for next year, but your capital program won't work if natural gas goes down a lot. >> yeah. i think if you look at our capital program, it's important to be able to bifurcate our drilling and completion capex, which drives the producing cash flows, versus the clothes we'as we're making, and those are one-time investments. >> are you going to have to borrow a lot of money? >> no, not necessarily. i think if you look at a company like cabot, they're a fantastic example of a company that's free cash flow positive and is able to grow their production year over year. that's kind of a nirvana for e&p

companies. and beef demonstrated these wells pay without within 12 months, which is a quality you need for being free cash flow positive. but for us, we're making these long-term investments today and that was part of the impetus for going public, is give us the capital to make these long-term investments to really plan for the next 10 to 15 years of development that we have on our acreage. >> excellent. okay, well, that's daniel rice, ceo, rice energy. brand-new company, young management, great marcellus holdings. stay with krairp. >> announcer: coming up, what's app with that? facebook pick up words of 19 billion for messaging application, what's app. but was it worth it? cramer's take may surprise you. ♪

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we didn't come here -- our vision isn't try to connect one seventh of the world, it's to try to connect everyone, and in order to do that, we need to form these partnerships, because no one company can change the way that the internet works by itself. >> maybe it is all about the kids, the kids that use what's app to get around messaging charges, or the kids who want a tesla. the kids who will one day dominate the stock market. and they know a heck of a lot more than we do. mark zuckerberg knows kids. he knows that a huge percent of what's app's 450 million users will be thrilled to have this messaging service integrated into their facebook page. i know my colleague, david faber, expressed some skepticism about my valuations this morning, but i think that facebook bought this company on

the cheap, versus what it might have had to have paid in the public market. if what's app had an ipo. i can peg what's app, which facebook bought for $19 billion in cash and stock, at $30 billion, given the valuation they're current giving for yelp. facebook is getting a faster-growing company for $32 per each subscriber, while twitter with a $31 billion valuation clocks in at $142 per user. more important than zuckerberg, who's 29, is more in touch with what others his age and younger are doing online than anyone else in the internet business. he knows mobile is the future, which is how he's taken facebook from zero to 50 and soon 60. i'm talking about 60% of traffic going mobile, which everyone knows is the fastest-growing market. facebook wants to dominate social mobile to cloud connectivities. you heard him say. which means zuckerberg needs to block google at every turn. i bet google wishes it had

struck first. has a lot going for it more than any deal google has done. facebook can monetize what's app with higher fees. it can integrate with high-quality ads, and use it to what's app is even more of your identity than it is already. don't forget, the kids that have been getting around these messaging charges with what's app for years. i didn't know a soul over 30 had even heard of the darned thing. to youth goes the spoils. then there's tesla. which unlike facebook, is an extremely difficult animal of value. really. hence why i call it a cult stock. here's a very small company, run by a very big-thinking ceo, elon musk. and he knows how to manage both making the best cars and the best stock. his earnings reports and conference calls are one-man bear maulers. in the span of a few pages last week, he revealed higher sales, higher gross margins, firing forecasts of cars to be sold, and most, of course, notably, china. a little europe too. he smashed the reservation,

safety fire concerns, they seem to be going up, and even the cost of batteries. in fact, musk turned the biggest worry about the economies of scale batteries into the greatest opportunity, which is the giga factory he's proposing. and seemed to role out that -- you know, something he thinks will have a conly for what henry ford did. mass production for electric vehicles and beyond. plus musk's other enterprise, solar city. do you want contrast? today's the birthday of the greatest inventor of our times, steve jobs. everyone is in his shadow. but the next three execs to cast giant shadows of their own are the 42-year-old elon musk, the 40-year-old larry page from google, and the 29-year-old mark zuckerberg. jobs is very generous, but musk is a modern day henry ford and nicola tesla. pages are einstein, and zuckerberg is our alexander graham bell. all among the all-time greatest inventors and thinkers of their eras. stick with cramer. [ male announcer ] these days, a small business can save by sharing.

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merve's books in new jersey. at 7:30, my local bookstore, and it will be a blast. all right, momentum bulls everywhere, i've given you the 15 names. be careful, though. i like to say, there's always there's always a bull market somewhere. right here on "mad money," i'm jim cramer and i will see you tomorrow! two big developing stories tonight and they may be connected. first, stocks opened the week with a bang. more record highs. profits, the mother's milk of stocks. why shouldn't stocks produce record number stocks. second, the ukraine puts out an arrest warrant for the former president. the situation in kiev seems to be peaceful for now. the imf is going in to help. stocks must like the story so far. and instead of 30 willy-nilly changes to