new management team. >> psx. >> i'm melissa lee. see you back here tomorrow again at 5:00. don't go anywhere. "mad money" . 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 fine it. "mad money" starts, now. >> hi, i'm cramer. welcome to mad money. welcome to cramerica. other people want to make friends but i'm here to save money. my job is to teach. call me at 1-800-743-cnbc or tweet me @jimcramer. let's quit blaming the companies. sometimes they have to let off steam.

even as the dow climbed, the nasdaq jumped 1.29%. let's get to my beef. i'm sick and tired of hearing that earnings are tepid and sales aren't so hot. it's just not true. things are improving for trucks, cars, aerospace, nonresidential construction. what was the commentary? i heard people say the revenues were weak. that's a totally nonrigorous analysis that doesn't hold up under any close scrutiny. the revenues were strong considering the company just shutdown excess capacity. if you wanted them to garner more sales, pardon me but you're a dope and you've never run a business. that's why alcoa hasn't stipulated a beat. it's up 79% from the low months ago. this was their best quarter in years on the top and bottom lines and that set the tone. that's what set the tone for this earning season. yes, okay. i'm going to stipulate

something. we did get a horrible quarter from jp morgan. truly terrible. i can't help but think that the business got away from them because the company is under such regulatory pressure. there's no other way to say it. i'm deeply disappointed but wells fargo reported what could only be described as a fantastic quarter with amazing growth. just superb. eye opening. the largest bank in the country, the best run had double digit everything which tells us we're doing very well here in the united states. wells fargo is truly america's bank given that it doesn't even pretend to be an investment or trading bank. it's a lender. and lending is going gang busters. citi group took a day off today but can we stipulate this was one of the break out quarters that takes your breath away that shows you that citi ought to get

the regulatory in order. all the black holes are disappearing. the quarter was sharply better than expected on both the bottom and the top lines. even the bears had to acknowledge that. plus yesterday we got two of the most picture perfect quarters aye seen from dow industrials in ages. i'm talking about coca-cola and johnson & johnson. the former was supposed to do poorly because everyone knows that carbonated sodas have gone out of fashion in this country. coca-cola's management knows the markets are keen on soda. they put marketing muscle behind those regions. it worked. then you think that the activist that's been paying executives too much owes management an apology. like coca-cola, they're betting johnson & johnson screwed up. when we saw this quarter yesterday morning, frankly, it was breathtaking.

and jnj's strength extended beyond the bottom line. they gave you 10% pharmaceutical growth. 12% if you back up the currency. that's terrific. no wonder the stock took off yesterday and it's far from done. hey, listen, if it keeps taking profits, come on, you have to stop buying the weakness. then we got two more quarters that were shockingly good that didn't get nearly enough notice for what they did. again, it's on the bottom and the top line. first intel after disappointing again and again. spending way too much with so little to show for it finally delivered the break out quarter. with a small revenue gain you saw a very positive return versus the expectations. that's why i have to get up at the ridiculous times you see me tweet at. if people read through that they would have heard that intel is making chips that use less battery power and good for data

storage. what's not to like? and higher gross margins. even though they make a ton of chips for cheap tablets and notebooks because they know we don't need to spend as much since foundries is complete. why didn't the stock jump? it's like alcoa. people didn't believe it was good or sustainable. i've been an intelaholic since 1988. proud of it. they've become a classic growth stock with a 3.3% yield and a classic buy. how about yahoo!. people think the only thing going here is the titan we own a piece of. it will probably be worth as much as yahoo! no, more. i say more. people are valuing yahoo! the company. i'm not even kidding, especially if alibaba becomes public. so it's a possibility.

66% revenue growth. do some math here. that could be worth $60 billion and that's more than yahoo!'s $36 billion market cap. the company is a dead weight negative. that's ridiculous. quarter showed stabilization and even growth. it was obvious that ceo marissa myer has given unique opportunity to buy the stock. if yahoo! does it, it can buy back it's growth. i see the stock finished up $2.14 to 36.35 headed to the mid 40s as we await the ipo. no certain time on when that deal is going to come. now, i know that today seems problematic as both bank of america and cxs reacted poorly to their earnings. i think the reaction was short cited. bank of america had a short

lending which would have been better for the bottom line. stock rallied 44 cents the day before so it seemed reasonable it gave up 26 cents today. it will go higher overtime. meanwhile, we heard that 83% of its markets have favorable conditions. the rest are stable including the all important coal market. i believe a company with heavy coal traffic should do better next quarter. it's a long stronger than csx. the cfo said volumes have been up double digits over the last few weeks. that's what i care about. the future. not the past. current quarter is getting stronger by the week. csx, it's a buy, not a sell. of course i know you can say the sample size is too small but we had ibm and google report today. both traded down to their reports. i like to hear the conference calls before i made a snap judgment. when a company like fwogoogle

reports a 19% increase in sales, i'm going to buy it. but have to do my work. we haven't even heard from whole sectors of the economy yet. but can we remember by this exact time last quarter reporting season we were crying in our beer because revenues and earnings were weaker than anticipated for almost all of the companies that have already reported. heres the bottom line. if the only stinker so far was j.p. morgan and that was truly horrible, then perhaps we need to start recognizing a positive change when we see one. there's plenty wrong with this market. but don't blame the companies. so far they're part of the solution, not the problem. can i go to scott in wisconsin, please? scott. >> booyah, jim. >> what's going on. >> caller: in january of 2007 i bought some harley davidson stock for $68 a share and rode it down and back up and wondering if now is a good time

to sell the initial purchase and get some of the merk stock and a block of wisconsin cheese. >> i like that. but i like green bay here too. here's what you want to do with harley. i like the stock very much. that bodes well. i believe you should keep a part of it but i love your strategy of taking a profit on some because no one ever got hurt taking a profit. i like the common sense approach that you're taking to a stock that's run up a lot that's still good. you don want to give that back. the real sin would be to round trip that gain. damien in new york. >> caller: booyah jim, how are you? >> i'm all right. how are you? >> caller: doing fantastic. i had a question concerning bcl. >> yeah, they had a hit the other day. >> caller: yeah, the last couple of days the stock has taken a hit and i was reading because it was the devaluation of the

current sy. should i buy, hold, or sell? >> i guess they hadn't communicated the problem as well as the colgate has or directv. you can't afford to just have a stock where you're neutral so i'm in the don't buy. just being honest. earnings at least for the most part this season have been on fire versus the last quarter and sometimes we have to recognize some positives and not just the negatives and celebrate them. up next, did today's bounce make you thirsty? find out if it's time to refresh with the real thing. "mad money" will be right back. >> and later, witching hour. the market pulls back. news breaks, things turn green. you think you're getting a stock on sale but before you click, buyer beware. market mechanics are towing with the tape. tonight, cramer reveals what's really going on.

>> don't miss a second of "mad money." follow @jimcramer on twitter. have a question, tweet cramer, #madtweet. send an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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people throw around the term, value stock, all the time. but what is a value stock? what's a company that goes up in the face of market head winds, does well despite worldwide weakness? what can separate itself from the pack and attract itsz valuable shares? what's the polar opposite of aggressive growth? if you want to know what value means, take a look at the amazing quarter coca-cola had yesterday. read what coke is doing to reward shareholders. first of all, quality value stock which is the better term like coca-cola is all about cash management. the excellent chief financial

officer had this to say, we create sustainable shareholder value. he went on to say, quote, pirs we are reinvesting in the business to further strentsen the equity of our brands and accelerate growth. coke had phenomenal growth, brazil, russia, india, china. the britts. they did so through excellent advertising spending and they indicated that they aren't done ramping up that spending. no, they have more fire power. coke is investing it's money where the growth is and that makes a ton of sense. they're also innovating like the cool, eye grabbing, new aluminum bottle supplied by alcoa that's really only used by coke. second, company by it's own admission pays a healthy dividend. you've increased our dividend every year for more than half a century. what high growth stock can lay

climb to that kind of accomplishment? try, none. third, coke continually makes strategic acquisitions and value added joint ventures. here's where it comes to mind which opens up an exciting new packages format for our brands. that state continues to pay dividends for the company because it blocks out others. fourth, the company generated $1.1 billion in cash from operations and their purchase came through at $715 million. meaningful, even for a company as big as coca-cola. some of these uses of cash are incredibly prosaic. it's all blocking and tackling, the basics of good business. when something happens that's not so good, coca-cola uses it's considerable resources to address the problem but there are no hail mary passes for these guys. of course it's also reckless

insider selling. instead you get the likes of warren buffet, a huge shareholder who must love everything you heard on that terrific call. i'm not crazy about the stock since i'm not sure about the long-term growth of carbonated soda. in part because i think the developed world dislikes regular soda on the count of its obesity and diet because of worries about what the chemicals in it might do to our bodies. what is that stuff? however this quarter gives me the confidence to recognize that coca-cola see what is needs to be done in the right markets. they'll be economical and efficient. value means coca-cola. i think value always has a place in any portfolio and if coca-cola ever sells off here, as much as i don't like to drink it, i would certainly like to own it. how about chris in new york, please, chris. >> caller: jim, i've had wendy's for a little while and it seems to take a good hit any time it reports. long-term is it a stock worth holding? >> yes it is.

sometimes you have to look at where the stocks come from and realize that wendy's is digesting an amazing move. every time they do one of the revamps of their different stores the numbers go up. i think patience will be rewarded as it was when stock was at the $4 level and new management came in. it's going to happen again. i'd hold on to it. let's go to mark in wisconsin, please, mark. >> caller: jim, thanks for taking my call. >> sure. >> caller: you always warn us home gamers to be ware of equities or companies that are paying an over the top dividend. >> right. >> caller: but i was wondering about your thoughts on mnly, they're at about 5.5%. >> he was a terrific manager but they have to do things that are opaic to me. i'd be reaching to get that yield. i'd much rather have a comfortable yield of a company i

understand than annaly. i can't recommend it now that mike ferrell is no longer with us. how about ryan in california. >> caller: booyah jim, this is ryan from california. >> beautiful out there. how can i help. >> caller: i'd like to get your idea on himx. do you recommend it at these levels? >> no, as a matter of fact i was talking with the trifecta guys about it yesterday and they had a short fall. they lost an order and it was a great run. it had a terrific move. i said take some profits. i was not serious enough about getting rid of all of it. at this point, i would not sell the stock but understand that it's a momentum play based on google and i think because of the way google is trading after hours it's not going to help. coca-cola represents knockout value right now. yes, the symbol is ko. the company knows what needs to be done. i'm not sure act the extremely long-term prospects because i

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>> we all want to believe we can spot bottoms. but movements that take time to build, right? get some confidence here and shortcutting over there. positive news from the left and upgrades from the right and, boom, you have all the ingredients you need. but here's the thing, none of that happened when we rebounded dramatically yesterday a turn of huge proportions that we built on today. no, it was all one gigantic two stepped algorithm and we should suspend any judgment that there was more to it than that. let me walk you through in detail yesterday's magnificent reversal. one of the largest percentage-wise in recent memory. so you can see what i mean. it's almost like a quarter of trading in one session. the first step came at 12:58 p.m. when the biotech

index symbol, btk had been down 22% of the year and fading fast again made a sudden pivot and rallied convincingly, boom, 12:58. keep that time in mind. don't bother looking at what happened then. there was no news at all. i checked the headline, not a single story of any importance and then almost exactly at 1:02:00 p.m. the nasdaq and s&p 500 both bottomed simultaneously. lock step. you bet lock step and they were done within seconds of each other. of course the world of algorythmic trading, i don't think we could have diseacerned that.

have to tell you, there was nothing. i watched every headline from this period. from this period, there was absolutely no fundamental news. look at the action in tlt which mirrors the price of long-term treasuries. it peaked at 1:01:00 p.m.. one minute before. yeah, one minute before the s&p and the nasdaq bottomed. here's the sequence. let's play it through. 12:58, biotech index stock down. 1:01 bonds peak for the day and then 1:02, nasdaq and s&p pivot. the machine versus taken over the market. there's sophisticated computer programs that can figure out what we want to do and anticipate it and take action. while they can front run and go ahead of you. it's all legal. and it's clear now these guys are running the show short time. we're all in the faces of their

wishes. we're short-termers, they're our puppet masters. after that bottom at 1:02:00 p.m. there's one thing that sticks out among a sea of nothingness, a tweet at 1:10:00 p.m. from a fellow by the name of daniel graf, one of the genius that signed google maps that said followed maps to find that the flock was just around the corner. excited to take wing with the twitter product team or a real hotshot developer just left google to go become the vice president of twitter's consumer product group. at that point, twitter's turn which started three minutes before it accelerated faster than all the other social mobile clouds and the stock never looked back from $41.14 at 1:11 to $45.52 ceat the close. that was the most vicious snap

back yesterday. i point that out because twitter was the weakest stock and given that until this monday we thought the insiders at twitter were going to dump billions of dollars worth of stock. when we learned that shareholders responsible for the stock wouldn't be selling any time soon, that took away the potential supply. supply needed to handle the master short position developing if this one. you have to buy the stock back to close out the position. honestly, this announcement about the selling was a huge deal. 45 million shares or 40% of twit areas current flow are sold short. betting against this company. the nonsellers that were announced, evan williams and jack dorsey, they control 4% of the company. benchmark the key venture capitalist 5.4%. let's add these together. 20.2% of the stock. 20.2. you also have to believe that these four shareholders are

powerful enough to intimidate other holders into not selling. that means the short position in twitter is now way too big for the float on any good news. like acceleration sales maybe or something that's a distinct possibilities. the way the stock traded lead lots of people to believe we were experiencing a twitter-lead rally. a new leader that was the biggest decliner and down 30% for the year and suddenly enough is enough. i think we saw enough of this enough is enough rallies just the past week. so i can't be saying it here even after today's bullish action. however, yesterday's move felt like it had a bit of news associated with it's leader and the possibility that interest rates might have troughed. let's go back to the 1:02:00 p.m. bott 1:02:00 p.m. bottom in the market. they were just banking down. someone sell, sell, sell, sell that ended about two minutes in the biotech world before 1:00

and then totally ended right here for the rest. what happened at that time? what explains the end? well, at 12:58, that's really the last moment you have to beat the margin clerk who is would otherwise margin you out. selling your stocks at any price they want to just to raise capital. these hedge punds borrow huge amounts of money from brokers. when the stocks go down as they were that morning, the brokers ask the fund managers to put up more cash and meet the margin clerks, the people in charge of these things turn into repo men and they take your stock and sell it for cash. repo, repo, repo. you could send more money but no one is about to give them any money to meet the margin clerks. it's possible that the high frequency traders all know the sell areas game plan. that's easy enough to discern.

you probably wouldn't have gotten as strong a pivot without the bond reversal because that's what people wanted to see. maybe the whole thing is a consequence although you have to be a total moron to believe that. we can conclude several things. they're being margined out in their bio techs and techs. the buyers knew this. they knew when the selling would finish and they were also atuned to the bond prices. fourth t whole process reversed at the bottom and the nasdaq and s&p. 5th, everything accelerated the upside when the twitter news broke or in other words the whole thing was dreadfully artificial yesterday. margin calls, short selling and pressure from high frequency traders. so once the sellers were broken, the process was free to reverse. >> all of these things reversed.

we have no idea if the sellers were done. as soon as they thought there was enough cushion. once the process doesn't stop until 1:00. we didn't get that kind of selling today and that does give the bull some real hope that the last of the margin calls have been met in one form or another. they were disappear. the margin calls. if we can just stay up for a couple of days, then it's clear sailing. if you think for even one second that the recent sell off is motivated by earnings, short falls, please think again and not just for the reasons i outlined at the top of the show. the declines are all about market mechanics and not individual companies and their profits. that's why it's so hard to figure out whether the selling is finally finished. stay with cramer. stay with cram. >> coming up, energy boost. with all the talk of america's energy revolution.

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never underestimate the power of hate. when you have a company that's been tannished with a stock that's really and truly despised. you can catch some incredible gains once that company brings in new management and start turning things around. why? no one wants to believe the turn around is real. it's too ingrained. that gives you a window to do buying after the numbers started to improve but before wall street has been forced to acknowledge the change and catch up to the future. case and point, sand ridge energy. sd. operating mainly in mississippi and in play oklahoma and kansas. the now former ceo used to be a guest a lot on the show and ran

the company into the ground. he was an undisciplined income builder and piled up debt and consistently overpromising and then failing to deliver. before the commodity collapse in 2008, this was a $67 stock and then it crashed down to the single digits and sandridge, it's pretty amazing when i looked at it. unlike all of these others, it didn't bounce back. still trading $6.48. i actually think tom is a great guy. what do i say at the top of the show? this isn't about make friends, it's about making money. since they shook up the board of directors and replaced him with bennett in june. he has done a remarkable job of breathing new life into this company. since bennett took over, sandridge delivered three consecutive quarters where they raised guidance. they sold off noncore assets mord to clean up the balance sheet and focussing on drilling only in the most productive parts of the company's acreage.

he has a private equity background meaning he thinks like an investor. on top of that, sandridge's directors and owners own part of the company and they're tied to beating the earning's forecast. i wish every company could be run that way. wouldn't our job be easy? this is a whole new sandridge. the stock isn't getting anywhere near the respect it zoefdeserve which is where the buying opportunity comes from. sandridge is still detested by the wall street promotion machine. it has the fewest buy ratings of any company in the space. three buys, 17 holds, five sells. did you ever think those would be right? does that make sense to you? the company loathes the stock. it was red hot in 2006 and almost every oil and gas analyst had a buy rating on the thing. they got scrambled eggs in their faces.

throwing away all the damage the former ceo did and you can understand why they're getting pause about this one. short position, 11.4%. but here's the thing. sandridge's new ceo has been running the show for 10 months now. the analyst will be forced to only upgrade the stock, even if they have to be dragged kicking and screaming and we've seen that before. i'm not the only one that noticed the changes and this is really important because sometimes there's people i listen to and i want you to do what they do because they have done so much work. leon who happens to be one of the best stock pickers i've ever met in my life, he got behind this one at the conference last summer and last month he reiterated his position here on our network. he thinks the stock can easily go to 10. when nearly all the analysts dislike the stock but the research director when i worked at goldman sachs is saying it's a buy, i go with cooperman. you should too. when you look at the numbers,

you can see that new management is doing something right here. last month they had the annual analyst day and gave bullish forecasts predicting 40% annual production growth. 30% growth in earnings. the company's capital expenditures should remain flat over that period. many don't believe he can hit the numbers because it has a tarnished history, checkered. bennett knows he can't afford to disappoint and i mean that literally since his competition is tied to beating the numbers. so far he has a stellar track record being ignored. he delivered three straight raised quarters. he's been able to do that because sandridge has better visibility than it used to. you can google it and see where it is. they drilled 30 wells in the mississippi and the old ceo came out and hiked the result to high heaven. the analysts took him at his

word and they got burned as the additional wells weren't as strong. let's fast forward to today. 1,100 wells in the mississippi. this know about how much oil they're sitting on and they get at it much better. they have cutting edge technology to pinpoint the area with the most crude. we hear that from one of my favorites. thanks to this analysis sandridge has been able to pair down it's focus to 670,000 core acres which allowed the company to drill far fewer bad wells and more great ones. one of the reasons is they waited a year to collect this data before giving guidance. this isn't the sloppy sandridge of old. it's a new sandridge that's disciplined and consistent. they cut cost aggressively, sold off noncore assets including new mexico holdings for $1.1 billion and is focused on capital spending in a smaller area.

the company's incredible assets. in their core acreage, they have ten years worth of drilling invenn tore from conventional industrialing. top player in the mississippi. they have been running tests in the lower layers. we could be talk about 20 years of drilling inventory. last month, managers said they had 4500 drilling locations up from 3,000 a year ago. that would double the number which is why i think the stock is way too cheap. i'm not factoring in higher oil prices. i'm focussing on production growth. the $6 stock is worth from 10 to $15. now many analysts are concerned about the cash position. they won't have enough money to fund it's spending budget in coming years. frequent problem with high rolling oil and gas companies. i think the fears are overdone. sandridge sold it's assets for 2.6 billion early last year to pay down debts. something i didn't wish they had done but they had to. but i now believe we'll have no trouble generating enough money

through growing cash flows and venture reserve base borrowing for this one to continue. here's the bottom line. it's so hated by wall street that the analysts can't see this incredible turn around even when it's right in front of their faces. it's a risky stock. only worth buying for spe speculation but in a year or two the stock won't be speculative at all. do you know what this feels like to me in rad. the best percentage gains can be had right now if you're patience. once the thing starts being loved we can skedaddle. lightning round is next. ing rou. i've always kept my eye on her...

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so with all that behind you, you might want to make sure you're safe and in control. ford technicians are ready to find the right tires for your vehicle. get up to $120 in mail-in rebates on four select tires when you use the ford service credit card at the big tire event. see what the ford experts think about your tires. at your ford dealer. it is time to start the lightning round. you hear the sound and the lightning round is over. are you ready? time for the lightning round. let's start with roger in north carolina, roger. >> caller: this is roger, north carolina. booyah. >> booyah back at you. >> caller: i've held pcyc since 2009.

went up to 150 but unfortunately back down to 90. is it a buy more now? >> i think it is. the relationship is terrific it just happened to be one of the stocks that got crushed as part of the big short and sell period. i want to go to sean in south carolina. sean. >> caller: booyah, jimmy. >> sweet. >> caller: i have been watching your show for many years now. many thanks to your staff for letting me on today. my stock is a long-term investment. 20 plus years. i want to ride it out. >> sean, sean, sean. that was a really bad miss quarter. you got -- that stock is in the penalty box for at least three months. three months that stock isn't going to go up. that wasn't that good but i agree with you. i think it will come back because i think everything bad that can happen in gimo happened. so stick with it. i might even like it three months from now. let's go to mike in north carolina. mike. >> caller: jim, my question is

on blackstone group. >> they're on fire. they're doing so many things right. i have to tell you, i really appreciate their work. let's go to andrew in california. andrew. >> caller: booyah from california, jim. >> nice. >> caller: my cousin and i watch your show. we love it. >> thank you. >> caller: question, speaking of love, luv, buy, sell, or hold? >> which one? which stock is that. southwest. okay. listen, this is really important. i like american. and i like delta and then i like continental and only then do i get to luv. it's not as good as the others. these stocks will rebound. if oil goes down, it will explode. let's go to addison in washington. >> caller: hello jim, thank you for all you do. >> my pleasure. >> caller: exp.

>> eagle fematerials. if things are going to get better in housing. that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. coming up, buckle your se seatbelts. revolutionary aircraft and deep pocketed clientele. there's plenty of potential in the private aircraft industry but if you want to look inside, you need to leave wall street. cramer goes off the tape looking for opportunity. on the trading floornityg 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.

>> he has no idea what it's like out there. none, and these firms are going to go out of business and he's nuts. this is a different kind of market and the fed is asleep. you have to understand what they're saying to me off the record before i come in here every night and every day and what i hear from these blow hard

managers. this is not the time to be complacent. you know i'm a big believer in themes, the kind of major long-term ideas that could be multiyear money makers. sometimes to fully understand a theme, we need to break format, go off the tape with privately held companies that can offer us unique insights. take aerospace, a group where i believe we have many years upside and that includes not just the commercial side but also business jets. now the largest cost for running a fleet of planes is maintenance. planes are big expensive pieces of machinery. they have to be maintained meticulously. which brings me to jet support services or jssi. it's a privately held company that's the world's largest independently held provider for aircraft engines and airframes. it gives it's clients all sorts

of financial tools to help them manage the unpredictable costs of running a fleet of airplanes or helicopters. they can offer their customers huge cost savings and invaluable technical support. because of the position in the industry, jssi has an inhavaluae treasure trove of data. they grew by 4% last year. major increases coming from firms as well as power and most important preps energy companies as you know. so let's check in with neal book. he's the president and ceo of jet support services and get a read on his industry. welcome to mad money. >> it's great to be here. >> thank you. have a seat. thank you so much. now as doing work in preparation for our interview i was looking at a bank of america piece from february of this year. they're talking about the business jet market. it still hasn't recovered from prerecession days. >> no, it hasn't. look at 2007, 2008, we have seen

a 30% decline in '08 in flight hours. people just stop flying their planes when we got into the recession. the good news story is the last four years dating back to 2010 we have seen quarter over quarter and year over year growth which is encouraging. >> is the growth concentrated in some areas? we were down on energy 21 facility and there's tons of helicopters going to the gulf but is it spread out yet or is it still concentrated? >> no, it's not concentrated. we're seeing it across the board and across a variety of sectors. what's really excited is while the u.s. market is strong and seeing consistent growth, what's exciting to me is the emerging markets. where business jets weren't going forever is starting to boom today. africa, asia, the middle east is exploding. it's a really exciting time to be in the industry. >> how is your company handling the maintenance in those countries? are you where ever the planes are? >> we are where ever the planes are. we're the largest independent provider of maintenance programs. so the cfo loves us because we

give him -- we flat line his maintenance budget. >> okay. >> and the ceo loves us because we make sure their airplane is in the air and flying and we make sure that he can be at the mee meeting and shake the guy's hand on the other end. >> we have two -- both of them said that they felt that 2014 could be a break out year for business jet sales. any possibilities? >> absolutely. we are really bullish on the market this year. we're seeing aircraft delivered all over the world. asia, the middle east and africa, they're taking more deliveries than ever before. that's going to bring up the entire sector. >> is there a value proposition for using your company as opposed to, i don't know, just a one off -- who is your competition? >> so we're competing against all of the manufacturers. so we're the only company in the world that can service a diverse fleet of aircraft. it doesn't matter what the make or the model is, we can provide

a maintenance program or solution for that aircraft so we're really the only company in the world that if you're running a diverse fleet come to jssi and we're going to reduce your overall cost of maintenance. >> general dynamics, recommending the stock. we like a lot of the players in that industry. you can come in underneath them? >> sure, we partner with gulf stream. we partner with gulf stream all the time. their former president is on our board of directors. we work on, like i said, we work with maintenance. our maintenance programs on the gulf stream. on their engines. on the auxillary power units. >> one of the things that's pretty amazing is these kinds of private jets, they last much longer. it's not unusual to buy it. you can buy a jet 25 years old and it still costs a lot of money because they just hold up. is that just because there's fewer things wrong or the maintenance is better? >> i think critical to the lo

longevity of an aircraft is how long it's maintained. we have been around since 1989 and we have customered that enrolled 25 years agatha are still with us today. >> how much does it cost to buy a large jet? 25 years old? >> anywhere from 6 to $10 million is probably the sweet spot. >> we're talking about a used one. >> you have to look at flight hours and howell it's maintained nothing in that market for $1 million. >> it is still a buyer's market so there's opportunities out there. >> excellent. you give us a great insight. if it's true we'll have a lot of business being done and it takes a lot of people to build those planes too. that's terrific. that's the president and ceo of jet support services. one part of this economy remains very strong, aerospace and you heard it from the man. stay with cramer. ♪

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because of the phenomenal coca-cola quarter. if pepsico doesn't deliver you'll hear a lot. i like to say there's always a bull market somewhere and i promise to try to find it just for you right herere on "mad money." i'm jim cramer. see you tomorrow. americans the first to strike gold in sochi. >> sensational! >> tiger woods perseveres. ryan callahan and the lightning struck home isles in tampa bay against carey price and the montreal canadiens. game one of the stanley cup playoffs, next on cnbc.