>> i'm sarah eisen. catch "mad money" with jim cramer starts right now. . my mission is simple, to make you mono pep i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to caramerica. other people want to make friends, i just want to make you mono pep call me at 1-800-743-cnbc or tweet ye @jimcramer. ten years ago today google launched its initial public offering at the equivalent of

$42.50 a share. it was a terrific day and the dow gained, and the advance 4.3%. google has had a remarkable run and one that's far exceeded the performance of the overall stock market, and i think it's fair to say that this rally has been consistently and remarkably underestimated by so many people including thousands of investment professionals pretty much the entire way up. it's just a shame. from the very beginning there's been an amazing failure of imagination when it comes to visualizing what google can do and how much money -- it can make both for its company and for you. there's failure of imagination is unusual when it comes to technology. the renaissance is caused by american drilling technology. it's been under estimated since it got started with the

production volumes and the profits available to these companies far greater than most people thought three years ago. google is unique and just how many people didn't trust it from the get go? i did a perusal of the research at the time of the ipo, it shows a mixture of weak buys and holds, a couple of sells and that's because the analysts showed a level of skepticism of google that was in retrospect, both ridiculous and yes, be obt. they almost believed that it was much smaller than it turned out to be. they placed heavy bets and in favor of yahoo and microsoft dramatically overstating the power of the competition. almost universally they fretted about the lockup and the number of shares that would be unleashed on the market after six-months' time. many of you think the market is immature and because the company is so young and it was done without the-major brokers in an auction, of all things.

google lacked wall street backing because of the rebellious streak which continues to this very day. i kind of like it, though. the valuation seems too high to many when it came public. they were looking at the near-term numbers, but most important, the analysts looked at the world as a relatively static place. a place where google could be competing for a small portion of the advertising market that might come from television that might come from the print world and land right on your desktop largely via ineffective banner ads and augmented by some sort of rebate payment that advertisers might be willing to pay in order to get key words that would kick back to their own publications. they were dead wrong from the beginning on every one of these points. google crushed yahoo and microsoft in search. who even remembers the lockup? google navigated to the cell phone better than any company i've ever seen. the earnings estimates turned out to be absurdly low. the darn thing was selling six times future earnings.

six times. that's insane. now i remember whenning gooel came public and i was interviewed soon after it was trading about a hundred and i said pretty matter of factually on air, it could double, double rather quickly. the opportunity was so great. not long after i made those projections i found myself being questioned from many in the business including those in positions of authority how i could be so outrageously positive withing gooel. we'd just come when trillions were lost if tech stocks and no one wanted to hear about how an unknown tech stock could double rapidly. i in a matter of fact way told everyone who questioned my analysis that i envisioned a world where google would get a percent of the ad market because it was superior to any other company on the web and a tremendous way to reach viewers and reach prospective targets. i told questioners if they had kids they would knowing gooel

had become more pervasive that many a homework assignment said no googling allowed. google wasn't just a verb. it was a forbiddener haveb. finally, i said i was lucky. lucky enough to have started my own web company, eight years before google came public. i could see the only way you could survive if not thrive as a publisher on the web was to fork over money toing gooel in order to get key words that individuals might hit up about the stock market. if you didn't pay them you didn't get the traffic you needed to support your own ads and when it comes to those ads it was increasingly clear that banners were the way of the past and all of this dispassionately explained that google would triple quickly. but i didn't want to say the word triple. i wasn't going to say triple because no one would believe me so i was staying conservative only calling fair double. needless to say google managed to triple and i was way, way too conservative. while i've certainly made many mistakes in my time and you can

see them endlessly mentioned on the twitter by the trolls, this began a love affair on the stock that i've been right on pretty much -- say, the whole way and since that interview. i've always approached it the same positive way. take a look. >> the hottest ipo of the year. >> taking the internet by storm. >> all of the attention. >> markets are buzzing about google. ♪ >> welcome to the world of google will. >> i think google goes to $250. i like google! i think it goes! >> i'm raising my price target from 500 to 560. ♪ hallelujah >> i'm taking my old 600 target tonight to 750. >> let's get it from the chairman and ceo of google. >> google is growing and we're growing globally and we have a lot of products ---y woo have to introduce all of these other technologies and content into it. >> i want you to keep in mind that the price targets were

pre-split. the stock advanced well beyond every one of those, well beyond. thanks to the acquisition of youtube and the smartphone, it's been tough for me to keep my price targets far enough ahead of the stock's actual move, but of those game changers and the widespread adoption of faster and faster internet speeds, they've announced google to capture 10% of the ad market and they just did it. after hearing conference calls like today's home depot where the company is shifting 36% of the ad budget online, i know that this percentage will only grow, and it will have to be shared with the likes of facebook and twitter. it's beginning to monetize youtube and so many other weapons while at the same time laying to waste all of its competitors as it it dominates search as i said it would. it's even now come up for a way to advertisers to reach their targets that eviscerates the markets of any publisher in the web while bringing huge dollars to google's bottom line. that's why after ten years i

remain steadfast in my support of google the company and the stock and why it remains a large position in my charitable trust. even after this run the stock is still cheap versus the estimates out a few years. that's how you have to look at it. remember, that's what happened in 2004. i think it's too low versus what it can do with its business. in the end what makes mow most bullish onning gooel right now as it always has, why it put off so many people ten years ago and that's the executives and the people who work at google. it's run by the best and brightest and has always attracted the best and the brightest and with the possible exception of facebook it can pick the smartest graduates from any school it wants. listen, this is what we know about google. it's the nfl of brains and every young person i know believes that. so let me give you the bottom line here. as long as that's the case, and i think it will be for many years to come, the contest will be to keep the price targets for google current and not have them

be overrun by the stock of this amazing company that we celebrate today for having come public ten years ago. eric in texas. eric? >> hey, mr. cramer. a big san antonio boo-yah to you, sir. >> nice! >> listen, my company is auto home, chinese auto home, ticker symbol is athm, and i was wondering what your opinion is? i took your advice on the peg ratio and the p-e ratio on your education show and i would like to see what your opinion is. >> i cannot bless it. i've blessed -- baidu and vipshot. when you get involved in the chinese companies you have should be sure that you're sure about the fundamentals and plus the accounting and i have not done the work on auto home. i do know it is fast-growing. i've got more work to do. let's go to matt in california. matt? >> boo-yah, jim. how are you doing? >> good. how are you? >> pretty good. i picked up rite aid at 750 and

it took a dip at 15% and made a few shekells back today and what's going on with them? >> they had a change in cfo. that has not been a good company. i double-checkid and think the person is good. the stock did miss a quarter. it has more than doubled from the bottom. it went too far too fast in retrospect. i stand behind rite aid. i know people on twitter ask me about it every day. here's how i feel about rite aid. i like it . i haven't changed. happy ipo anniversary, google. the stock has had a terrific decade and i don't think it's reign is coming to knowa end any time soon. more mad money tonight, more money in consumers' pockets? i think it means more spending. find out which retailers can feel the boost and then the airlines have had quite the ride. i have the one that you can take to new heights no frequent flier miles needed. stay tuned. you've never seen american energy like this. all week i'm taking you behind the boom in domestic oil and gas

and tonight we have one stock defying gravity with a 20% move this year. stay with cramer. don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer. #madtweets. send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. over 20 million kids everyday in our country lack access to healthy food. for the first time american kids are slated to live a shorter life span than their parents. it's a problem that we can turn around and change. revolution foods is a company we started

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holy cow. it looks like the rotating correction that crushed retail suddenly is a thing of the past. thanks to some spectacular moves among some very high-profile retailers including urban outfitters, home depot and tjx up an incredible 4.5%, 5.5% and 8.7% respectively in a single session. [ cheers and applause ] it was quite simply a monster day for a group that had been left for dead just a week ago! each of these winners is a different kind of success story. oh, i was plenty worried about

home depot ahead of the quarter. why not? the dow stock had been -- had started to feel like a high-profile disappointment that we saw in macy's because analyst his been recommending it and recommending it and it had been pushed and pushed ahead of the report, but unlike macy's home depot delivered such a good, clean, quarterly beatdown of the estimates that the bullish analystses turn itted out to be conservative. >> buy, buy, buy! >> the stock swerved $4.64. come on, that's an amazing move for a $120 billion market cap stock given that it was a late spring because of the weather, ceo frank blake and his team did a remarkable job coming from behind to create a superb quarter with tremendous intraquarter momentum. they're winning the hard war goods if are certain although sales were so bountiful that it's hard to remember them doing a good job, urban outfitters that's where the numbers were so

bad for so long that the underperforming division and that's the flagship urban was fantastic news and that's how people are viewing the quarter, hence today's rally and anthropology with the same fabulous williams-sonomalike self and free people with were spectacular and not because i gave my daughter a huge gift certificate from there, and the urban outfitters came into the next quarter with better sales numbers was enough to inspire the faithful to reiterate their buys or put extra table pounders in for the oeshgz and it worked! how about tjx. there was a time when i wouldn't be satisfied at all with what they delivered this morning, but when a high-quality global retailer sees its stock sink from $52 to $62, it's got real room to run back up even on a 2% increase of same-store sales. tjx was the most consistent retailer i followed which is why the inconsistency from the last quarter now seems like an

aberrati aberration, hence the $4.60 rally in the retailer run by the incredible non-promotional, and i don't think tjx is done going higher. these numbers plus the takeover battle for family dollar reminds us that we focus way too much on the weakness in walmart and target. >> two hurting goliaths that i think are losing customers to everyone else in the business. i have been adamant that both companies have lost their way in the wilderness and they neither seemed clever or more intriguing to shop and they're obviously cheaper than anyone else. i don't know how walmart or target can turn around. consider the jam that these two companies are in. neither target nor walmart in the dollar stores can compete with those price cutters. geez, this stuff's for a dollar. at least a dollar tree and dollar general. i know dollar general has higher stuff. >> tjx, i don't know, it's known

for clearance sales. clearance of other people's properties and that's another niche that protects them from walmart and target. competitors delivered terrific numbers and didn't get credit for them when it reported. i got too negative on costco. even decks and the down and out sporting goods company no doubt taking customers from these two fair do wells. >> and let's not forget amazon prime for what walmart and target formerly provided to you. free! appliances, clothing, sporting goods, electronic goods and geez, it is -- it is difficult to see where target and walmart can make a comeback. the disappointing outliers besides walmart and target is macy's and nord vstronordstrom. >> the technological spending and macy's is all about the revitalization of jc penney where there were as much as $5 billion in lost sales that were up for grabs and some of that is finding the way back from macy's

to penney where it was before the disaster of ceo ron johnson. overall, after today, though, it looks like consumers by good housing numbers and lower interest rates and dramatically reduced gasoline and electric bills may be spending at retail again so let me give you the bottom line. amazingly the decline in retail seems over and just one more sector that looked like it was dead meat and part of a horrible rotation that was saved by the bell of very good quarters when, i don't know about you, but i least expected them. sam in nevada. sam? >> hey, jim. thanks for helping out the little guy. >> of course, sam. i sure do try. what's up? >> i'm curious about al brands. it's had a good run lately? they reported a good quarter and no reason for me to stop now. i think they're on a major turn here. congratulations to them because they, too, like many other retailers looked like they were

down for the count and now they're back. saved by the bell! [ bell ringing ] sure there are outliars and the correction of retail is incredible. now it seems over. investors may be spending again. there's still more "mad money" ahead. if cheaper gas is putting extra cash in your pocket imagine what it's doing for the airlines. who is best to soar in the dip and fuel. you know what i'm doing, i'm behind the boom. that's right. i'm drimg the domestic energy revolution with one of the biggest players in the gulf of mexico and plus a rising shale star that's up and can go much higher. american energy is alive and well. i want you to stay with camer. i make a lot of purchases for my business.

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is this rebound in the airline stocks that just started for real? for over a year the airlines were on fire and you know we were backing them and they just kept ral sxeg rallying like nothing could stop the the group. the airlines seemed to peak for the next couple of months the stocks got slammed. up until a week ago when the airline names finally began to bounce, should you trust the recent pullback or are we really looking at a viable rally in the group that's once again taking leadership of the broader market as part of a larger transport move.

tonight we're going off the the charts to answer that question with the help of bob line. he's the brilliant technician, the founder and being the technical star in the three-man team in the trifecta stocks newsletter who has had some amazing calls in biotech and several momentum stocks this summer on the show including one in person now believes that the airline stocks are ready to take off here. and on the fundamental side i can tell you these companies do benefit dramatically from declining oil. $93 a barrel. we know from the recent earnings reports that low factors continue to rise and business travel is increasing versus previous quarter and the downing of the aircraft, but you know what? right now i think these are poised to go higher. in this seesaw market, the technicals could be incredibly important which is why we need to take a closer look at the charts of several airlines. let's check out one of the big boys and one of your favorites and i know from your emails and

tweets, the daily chart of delta air lines, d.a.l. delta rallied from april to early june and that was the rally that was amazing and quickly repealed much of the gains as the group began to sell off. a number of sciences prepared to roar. the stock met a low in early july just below 35 and it retested that low a month later and the floor support held, that's what's key here. the stock refused to go any lower and ever since then, delta has been rapidly gaining altitude. as of yesterday, delta broke out above this downtrend line meaning the stock has put an end to the downdraft that began in early june and at the same time the stock is trading above its 50-day moving average which is very important. that's a sign most chart watches love that and it indicates the stock has once again gotten back interest bull market mode, but lang is more sophisticated than most charts and he likes to look

at the dwivergence line where te mac d in the stock's trajectory before they happen. with delta they made a bullish crossover last week and there you see it. that's where the black lines kroes above the red one. you see that? and this one has been one of the more reliably positive indicators and lang believes that dealt wilta is poised to s back below $42 and that could be a very nice upside. how about cramer fave american airlines? what's the daily chart look like? lang says american's chart is similar to delta. american's pulled back from the red-hot run during the spring. there is the spring. amazing run and just like delta it bottomed earlier this month and has been rebounding for the last few sessions. lang points out american has the same bullish, mac d crossover. there it is again, and okay, just like delta. his view, he thinks american has room to move higher here, but he also thinks it's been a laggard

and the stock still has to face a ceiling of resistance which is rather close, roughly $2 and change above where it is currently trading. so while the chart is turning positive. lang is the least favorite of the ones he sent over. okay. what does lang prefer here? how about the airlines that refused to stop rallying this year at all. take a look at this one and this is the ceo recently. this sun believable, this chart and this is southwest air. symbol love. southwest had a couple of what we called gentle pullbacks and it was a gentle pullback to its 52-week moving average and what did the stock do? it immediately rebounded and that is great action. lang says that southwest has the relative strength and the stock has been making new highs since last week and here's the relevant strength index which is so strong. when ryan looks at southwest this is the stock that the big

institutional money managers are buying on every dip and the volume has been very strong and he's looking at these up days. when the big boys are accumulating the stock you can always snap out of a funk and power higher. >> and just like the other southwest recently he had the bullish crossover. the only problem here is southwest is trading at its all-time high. i hate to chase like that. lang feels it should wait before the 52-day moving average. and we're willing to pass on some upside and hopefully get a better entry point and how about another airline stock that barely blinked when the other group was losing a dangerous amount of altitudes. another one of my fifes. this is the daily chart of spirit airlines. you know we've had the ceo on a bunch of times. i really like this and lang has had the best chart of the entire group. we have the fundamentals

agreeing with the technicals. the uptrend here which has been rolling since may is completely intact. remember american had that big dip? not this one. the moving average flashed again and there's the bullish crossover and each one is like a big neon light screen and buy, buy, buy. when spirit did pull back in late july, it was briefed and the stock bottoming above its floor of support and above the 50-day moving average and since then the stock has been rebounding like crazy. the stock was run too far, too fast and we should wait for a dip, perhaps to 66 or 67 and three or four bucks to where spirit is trading and i disagree with them and one last chart and here is the regional carrier that some people have been asking about and that's a strong performer year to date. that's hawaiian airlines. this is the stock that just fell off a cliff in early june.

yesterday hawaiian cleared off the ceiling and lang sees it pushing toward it's old highs of 16.50. just like the other airlines, mac d right down here. the relatively straight index making higher lows and that's really good and it points to higher prices. this for the speculative one, i'm blessing. here's the bottom line, the red hot line, this is the group that's once again ready for takeoff. lang sees them moving higher although he prefers delta among the majors. with both you might want to wait for a pullback. i say forget about it and i think you buy that spirit right now. i know according to lang, the pause is over and the airlines are back in friendly, bullish skies and i'm making spirit air my number one name. plenty more "mad money" ahead including our exclusive look inside energy. the one just beginning to heat up and first, we're looking back at the balkan shale putting a

sizeable stake in the oil-rich area and the gulf that drove into the recent disappointment. i'm ries checking if they could be offering an entry point into the top energy-producing asset. shout it out and bring it on. i'm taking on your best questions. it's the lightning round. stick with cramer. when you run a business, you can't settle for slow. that's why i always choose the fastest intern. the fastest printer. the fastest lunch. turkey club. the fastest pencil sharpener. the fastest elevator. the fastest speed dial. the fastest office plant. so why wouldn't i choose the fastest wifi? i would. switch to comcast business internet and get the fastest wifi included. comcast business. built for business.

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♪ this is one exciting week because the whole week we're taking a closer look at the american energy revolution which you know is near and dear with me and this is our invest in america behind the boom series. tonight i want to introduce you it an independent oil and gas producer that i was wowed by. it's a stock that's been on fire even as the rest of the group has been hammered with nat oil. i'm talking about the exploration and division of william. the largest natural gas produced in colorado has gassy acids and appalachians basin and it has the san juan basin in new mexico along with growing oil holdings in north dakota's basin. wpx owns a 69% interest in apco oil and gas internationally

publicly traded company in argentina and colombia. it made a brand new all-time high because last night the company announced it's selling off the methane acids for $155 million. the stock is up 22% year to date. at any moment when many of the other, i mean all of the other gas stocks are in the doghouse, how has it done it? a lot of it has come down to execution. it's been able to grow its reserves and its production and putting a top-notch quarter and it blew the numbers away, raising its full-year production growth a forecast from 40% to an incredible 55%. that is -- that is biotech like in growth. even if it's natural gas, it makes the bulk of its business. can it could be roaring? let's take a closer look with richard monkreath joining us from the the oil and gas conference in denver, colorado, where we're learning more about

his company and prospects. welcome to "mad money". >> oh, thank you very much, jim. good to be here. >> last time i saw you we were in a helicopter overlooking continental resources at acreage and williston. how does it stack up to your old boss' play? >> well, we are blessed with great acreage here at wpx and i think it's pretty nice. of course, continental is a 900-pound gorilla in the balkan with the acreage holding and they've been there a long time and doing a great job. here at wpx we're excited about the acreage and the position and we have some of the best rock in the basin and we have great people working on it it and can't tell you how excited we are to be here. >> rick, you have the highest oil production growth. i must cover 100 companies in the country. you have 57% second quarter 14%, second quarter 13 production growth. will that not mean at that pace that you will be largely an oil company in four years?

>> well, you know, i think it's real important to note, jim, that it's good to have balance in your portfolio. we have been heavily in natural gas based and we love our natural gas position especially in the western part of the u.s. where you're not dealing with some of the growth issues you are in the northeast part in the appalachian and the marcellus and utica. we really like our gas position, but in the oil position with the balkan and the emerging play that we have announced and we are actually rapidly developing in san juan and the gallop, we feel confident that we can continue that growth profile on the oil side, as well. >> rick, number one energy producer in colorado. recently the governor made a deal where it looks like you'll be able to drill as much as you'd like without environmental restrictions that looked pretty bad at one point. how big can you be in colorado versus a company we love called

nobel? >> here in colorado, jim, if you look at wpx's assets we are located in the basin which is a very remote area and not a lot of development, western part of the state. it's an area you've had development in for a long time. so a lot of the controversy was where we had some urban interface issues between housing developments here in the denver area and along the front range and we're really not going to be terribly impacted by that. that being said we want to make sure and we support efforts to work collaboratively so that ultimately any regulation or the right regulations are put in place. >> all right, rick, you've got these international assets as part of your can company and part of this ownership of this other division that's come off from williams. do you need that? because i know in the fall you will do a big layout of how you'll be able to finance this budget. are you able to make trades of those properties, too?

>> well, i think if you look at apco, we own 69% of apco as you mentioned in your intro. it's a publicly-traded company with non-operated interests in argentina and colombia. it worked out real well for us. it's not a large drain on the human capital. you know, you've had the political landscape down there that's been somewhat puzzling, but we're getting a lot of interest in that and we've in h some great exploration successes on the colombia acreage and we'll just see how it fits in the portfolio going forward. that being said, we feel very confident that we continue our growth trajectory with some of our base assets and look forward to that. >> rick, one last question. when i look at wpx, i wasn't aware of it -- i always liked william, but i worry about how much you have. once again, i see a good executive in the oil and gas going to a company where we didn't see we had had barrels of

oil, are we blessed with more oil than even though when you were on top, telling me that i was overestimating how utsmuch in the ground. >> that's true. we have the renaissance of energy development in the u.s. is staggering. i think we've had a tendency even in industry to underestimate the potential here. you know, as you recall, jim, that day we were flying around in the bakken and i felt confident and at the same time i felt brash that we could at some point pass the prudhoe bay production which was in the 600,000 barrels a day and if you look at where the bakken is today we're over a million barrelses a day in just a few short years. it's fundamentally staggering and you look at the success of the eagleford and a lot of the new plays which we're involved in and we just think that it's a great space to be in and we're just honored to be a part of it. >> i want to thank you. i want to thank you for

educating me, too. you were one of the people that opened my eyes to what's happening in this country and are you in the sweet spot. what a company you have. rick moncrief, thank you for coming on the show. >> this is it. i just looked at this company and i could not believe that this gem of a company is being run by one of the great executives. it deserves to be even higher than it is. wpx. "mad money" is back after the break.

it is time -- it is time for the lightning round on cramer's "mad money." [ indiscernible ] we play until we hear this round and then the lightning round is over. i'll start with herb in florida! her s herb! >> hi, jim. a lightning bolt boo-yah from mostly sin tampa bay. >> the bucs, you never know. you never know. >> that's true. the question is about st. jude medical. >> there we do know. they've got the best new products and they're in a terrific situation. medtronic didn't have a good

quarter and i think st. jude is a buy, buy, buy. let's go to mark in wisconsin. mark! >> my stock is golar. glng. >> boy, i am not paying up at these levels. i think you have to wait. sometimes you have to say it is too high. larry in minnesota. larry? >> boo-yah, jim. >> boo-yah, larry. >> i'm just wondering about eog. >> as oil goes down people start freaking out about eog. will oil hold at 93? i say start the position in eog, and i bless it. ed in connecticut. ed? ♪ ♪ >> hello? >> ed, you're up! >> jim, how are you doing? >> i'm real good, ed. how about you? >> doing great. listen, i want to know what's your feeling on the future of fuel cell, fgcl? >> fuel cell. these are total speculation stories. i can't go there. i've got a lot of solid

companies that have really good fundamentals and are inexpensive. i'm not going fuel willcell. go buy first solar. i blessed that one and that's a winner. let's go to steve in new york. >> cramer, how's it going? >> boo-yah from staten island, man. how's it going? >> i could use staten island going. >> pizza is awesome out here. what do you think about kymera. cim. >> rather buy sherwin-williams. let's go to gene in florida. gene! jean owe! ? >> you're up, jean. >> i'm honor. boo-yah, jim! >> huh? >> boo-yah! absolutely. what's up? >> okay. i have a large block of verizon in my ira. it doesn't seem to be growing, and i'm wondering if i should sell or hold. >> don't be impatient. verizon is one of these

multi-year winners and that's what we like and we like the verizon wireless deal. sam ney louisiana. sammy. >> boo-yah, jim. >> beeia. >> i want to let you know that i've been reading mad money and now i'm about to complete that book, too. >> get rich, man, get rich! what's up? >> i will and you are just one of the best in the world. >> thank you. and i wanted to let you know if you still get back to shreveport, louisiana, you can autograph my books whenever you're available. you're terrific. i know i'll be in new orleans. what stock have you got? >> i was asked by sean and aaron watson, what do you think about dr pepper. >> it's moved too much and i'm not go being to recommend at that level. i like pepsico and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by td ameritrade. in real time. ♪ the shell brought him great fame. ♪

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back in march we took a trip down to the gulf of mexico doing a show straight from the insco 99 oil rig off the coast of grand isle, louisiana. run by energy 21, exxi for home gamers and since this is "mad money" invests in america behind the boom week on "mad money kwot ", i thought it would be a good time to check back to the oil producer which has been taken to the wood shed. they have a long history of using some of the best technology in the industry group

to pump more oil out of old fields, but recently the stock's been slammed and not just because the price of crude has been coming down upon. last week energy 21 recorded that it delivered a 6 cent earnings miss off the 20 cent earnings basis, the guidance was viewed by the people on the conference call as disappointing. when it comes to the stock picking we care more about guidance than anything else which is why the the stock proceeded to lose 16% of the value in a single session falling from 1965 to just below $16. energy 21 is now more than 50% off its highs and less than 50 cents from its low, however down here at these levels it does appear that the stock's trading at a real discount to the net asset value. as management pointed out. make no mistake, energy 21 has terrific assets and execution, let's call it spotty. after last week's results, have the numbers come down low enough that they can be beaten? let's head back to the oil and gas conference and the ceo and

founder of energy 21 to find out more about where the company is headed. welcome back to "mad money kwot ". >> good to be back with you, jim. >> you said it in your conference call. you said we feel that pain personally every time something goes the opposite way because you're large shareholders of the company. we've been feeling the pain. is the pain justified? >> well, i think the pain's justified for the performance in this world, but i also think that we're coming through this merger. i've been through a lot of mergers and this thing is integrated seamlessly. we have a great set of asses and we're hitting the ground running and the teams are already in place and we'll drill some great wells. we've drilled some great wells and things will work well and the synergies are huge on this deal. >> how can you bring out the net asset value which is such a huge premium now to where the stock is. how can you get that disconnect connected? >> i think that we have to

execute. you tuesday in your lead-in. we have to go out there and we have to drill one good well after another and right now, for instance, some of the volumes are missing because we drilled four gas wells and that's a risk we'll have when you roll out dip and we have the gas caps, and we have to live through the down period and we have to fix in the west delta area where we're a victim of the our own success and we have so much volumes flowing out there that we need to handle more capacity to get the old volumes out of there. just execute, drill the wells. make the targets and drill them on cost and on time. >> joan lapin is a distinguished analyst from gramercy capital and she was talking about how in the old days it seemed like every well, it seemed like every well warrant a hit. some of that is your normal course of being in the industry you're in, but just like for us, not everybody picks stocks that go up. is she right in saying that this

is not in typical fashion for what john schiller has delivered in the past? >> no question. as i said, you know, there are certain amount of stats involved in what we do for a living and when you start pushing the upper limit sometimes you get an assault and things like that that don't give the productive well, but what we're seeing right now is mainly we drilled wells up in the gas cap and we'll blow that gas cap down and that's what you see when you drill in an attic situation. our horizontal wells continue to do good for us. we're going to drill one good well after another there. we just have to get the capacity out of there and we have a lot of good strategic things like the dump floods where we know there's a lot of oil left in the ground. we have a ton of big fields. ten big oilfields and ten big barrels that haven't been recovered yet and we'll just do the technology that we know works to get them out of the ground. >> do we have the cash flow to

cover the dividend at this point? >> oh, yeah. >> we're plenty strong on cash flow. we'll be watching our costs. as i mentioned earlier, we'll drive synergies on this deal. we've seen it in the strength of the combined companies where we're strong go in and negotiate 10% and 15% cuts and some of the calls like our pipes and rental tools and things like that. >> john, do you think it is like richard hunt said -- sarah hunt said that perhaps it's just a communication issue that if you had communicated a little differently that the stock would be in a different place and now we've ratcheted down the high expectations, it's time that they can be beaten. >> i do think that's a point. this is the first time, jim, that we've ever given guidance and we've never done a full year and i do think that we need communicate. we don't want to be talking well by well.

we're too big for that, but we might have gone too high level and we've probably need to talk rig by rig and the tight results we're getting for the quarter and people understand what's going on with it and that's all about communication and the funny thing is we're fixing communication inside our company and that's what some of our downtown issues, down time issues were where we would shut -- we've run pipe on the rig and had to shut the platform in and two days later a crew would come out there to do facilities work and talk the same production in and that will improve our down time and efficiencies. we need to do the same thing with our relationship with wall street. we need to make sure they understand where we're going and no surprises. >> one last question. you think, being look, now that the growing pains are done, you're going to be back to doing what we know john schiller does which is find a lot of oil. >> exactly. >> all right. >> that's the way i'm going to look at it. john schiller, the ceo of energy

21 and this is the discount to what the oil in the ground is worth. you have a 6% yield and i think he will. stay with cramer. merica. there's no reason we can't manufacture in the united states. here at timbuk2, we make more than 70,000 custom bags a year, right here in san francisco. we knew we needed to grow internationally, we also knew that it was much more complicated to deal with. i can't imagine having executed what we've executed without having citi side by side with us. their global expertise was critical to our international expansion into asia, into europe and into canada. so today, a customer can walk into our store in singapore, will design a custom bag and that customer will have that american made bag within a few days in singapore. citi has helped us expand our manufacturing facility; the company has doubled in size since 2007.

if it can be done here in san francisco, it can be done anywhere in america.

happy 10th anniversary, google and here's to ten more. there's always a bull market somewhere. i promise to find it for you on "mad money." >> male narrator: in the culinary world, there are always innovators with new ideas and products, but turning a dream into a reality requires money-- lots of it. now they'll have a chance to get both funding and guidance from two of the industry's heaviest hitters. joe bastianich owns 30 restaurants and co-owns eataly, a high-end italian market. tim love is a celebrity chef with five award-winning restaurants and a retail empire. they're both looking for the next food visionary, and they're willing to put their money where their mouth is. each week, tim and joe will give just one team $7,500 and 36 hours to turn this empty space into their dream restaurant. then they'll open their doors to the public. >> it's really good. i really like it. >> narrator: if one or both thinks there's serious profit to be made... >> flavor of that is awesome. >> narrator: they'll offer to bankroll the business with