that's why we could recover when all other nations failed. notice, i didn't say we were the strongest economy on earth. we aren't. i said we have the strongest stockmarket. those are two very different but important things that are often confused, much to your detriment. i know that sounds ludicrous saying the u.s. stockmarket isn't joined with the u.s. economy. sounds as preposterous as the notion that america is a greater part of the sphere. 1930s empire that belonged to the land of the rising sun, which set last night. japan's market closing down 7%. that huge japanese decline was the proximate cause of the world's weakness when i woke at 3:35 a.m. to check the markets. but the proximate cause of japan's plummet was actually some weaker news, not out of japan, which is actually doing pretty darn well, but out of china, news that showed a contraction in the chinese economy.

before that bad news from the people's republic brok japan was up a percent-and-a-half. i bring this up because the cascading tide of events over europe didn't do much damage to at all to our markets as our stock market is a tremendous repository of the companies that are doing just fine vs. almost all of theirs, which are doing just awful. let's talk about the dichotomy between our stocks in our country. because that's what most people are missing. yesterday we heard from the federal reserve, not onc but twice. the first time was with ben bernanke testifying before congress. he said he was going to have great easing, later in the day the federal reserve issued-month-old minutes that made it sound like the fed would wind up the bond buying program next month, which presumably would choke off the bull market's sustenance.

if the positive testimony was presented after, perhaps the market would have finished up, whoever speaks last. i think nothing happened yesterday to merit the reversal or the decline. if you disagree with me, let's go empirical. consider the headlines conjoined to the fed statements. first, the "wall street journal," fed leaves market guessing. new york times. fed endoes stimulus but the message is garbled. washington post. mixed messages, royal markets. how about usa today? fed policy makers in wait and see mode. only financial times had a headline somewhat conclusive about what the fedould be done. that was bernanke poised to lift foot off qe pedal. this was completely six or a half dozen. this is like inconsequential. so that shouldn't have sent the

stock market down. that's why it's crazy. that's because while our companies are doing extraordinarily well, increasing dividends, buying back stocks, the actual economy still isn't acting strong enou for bernanke and company to be happy. we still don't have any of the really big engines of growth going right now, like small business hiring or commercial real estate. that's the majority of blue collar jobs. the confusion here is that we don't trade many stocks that actually have to do with those two parts of the economy that bernanke is focused on. they are the two parts of the economy which many would argue are the most important, most crucial parts of the u.s. hiring machine. so indulge me. let's say for a moment we actually had two stocks in the dow jones average. let's call one the small business company, the second one a commercial real estate enterprise. these two stocks would still be bumping along their 52 week lows.

hewlett packard returned a positive number which ignited a rally and the tech stocks in the doldrums of late. believe me, these two made up stocks, are the two invisible equities that bernanke is really worried about. you know what, he is willing to let the other 30 stocks roar in the dow if he can just get those two companies moving. they're not cahing fire. so when people realize yesterday was one more day of federal obfuscation, they realize the decline caused by japan, maybe that was a chance to buy our stock, in the areas with new leaders, new home sales, that led to the usual rally in the housing stock, plus the other leadership of biotech stocks took a day off. the clinical oncology people i gave you earlier in the week which i told you which ones will

roar. nothing had changed at all. the buyers used japan induced weakness to get back in or favor companies that had finally pulled back. even if it was just from 9:30 to 10:00. that's what allowed our markets to react and shake off the down 7% solution. if there was one aspect both memorable and unforgivable today, it didn't involve any of the big industrials, so many investors are focused on. it was actually in one of our favorites. the gigantic utility that is american electric power. one of the most widely held stocks in the country and one we have been recommending for years on the show. you know how i am telling you to use limit orders when you want to buy or sell in order to protect yourself frothe insanity of the machines? something that the government won't do for you? well, how about this? because of a computer glitch today, the shares of the largest utility in the country traded

down 54% at the open today. hey, there's a -- we do that off the charts. here's something off the charts for you. if you were panicked about japan as many people were, and you believed it would hurt the stock of aep, you might have entered a market order, say you had 200 shares, you might have put in a mark order of 200 shares. instead of getting $48, you know what price you got? you sold at about $23. that's right. $23. you sold it for less than half of what you should have. a similar travesty occurred with next era energy, a smaller company, it dropped 62% at one point. you know what, they didn't break that trade. if you sold it there, you are out of luck. i am determined to protect you against this craziness, this lunacy, by insisting you use limit orders so that couldn't occur. unfortunately, this travesty is really the only takeaway from a lackluster session.

to prove two things, first, the united states is not a part of europe or japan or china, second if you use market orders, you will hate the stock market of the world. here's the bottom line. we were the hoste to the worl we are still hostage to the machines, protect yourself with limit orders then you will do just fine. christopher in florida. christopher. >> caller: hey, jim. >> what's up there, partner? >> caller: a somewhat trepidatious boo-yah from sunny tampa, florida. >> nice. >> caller: today my question for you is regarding michael kors. in light of ralph lauren earnings coming out today, i'm concerned about michael kors' calls. i have been burned in the past through earnings. i think they're coming out next week, the 29th. so my question is, do you think i should hold kors through earnings? >> yes, i will not tell you to do common stock. that's risky.

i want you upside, buy july calls. there is options action on friday. i will be buying the july 50s. i think that's a much safer way to play. what did our strong markets tell us to do this morning when everyone else was panicking about japan? shake it off. and we did, because we are no nger held hostage by the rest of the world. "mad money" will be right back. coming up, all aboard? railroad giant union pacific has been criss-crossing the united states since 1862, but can its connections to mexico put them on a new track to profits? don't miss cramer's exclusive with ceo. later, conundrum. is it best to stay on the sidelines? don't miss cramer's earnings exclusive with its ceo.

plus, profit pipeline? the u.s. is regaining its ace as an energy-producing powerhouse and mark west is the natural gas mover that's helping the cause. but does it have the fuel to keep burning up the market? cramer's talking to the ceo, all coming up on "mad money." what do you think about caffeine? we consume over two billion cups of coffee every week without a second thought.

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we get a hideous pullback by japan, before this bull market jackknifed, you need to be ready to do some buying. given how quickly this market seems to overcome adversity, you don't get too many opportunities. what stocks went down, stayed down, even as our powerful long-term reasons thinking they can go higher from here? union pacific? remember, i'm a huge fan of this industry. it has little competition, huge profitability. perhaps more important, union pacific is at the forefront of two of the most important trends in american business, the oil renaissance, where its railcars bring oil to all these amazing new shale finds we can talk about so it can be processed,

refined in better areas than where it comes out of the ground. automobiles, the mexican connection may be the fastest growing business. plus they have a steady and improving housing business. rail is the best way to ship everything from lumber to fiberboard and household appliances. the latest quarter reported a month ago was terrific. stocks have been giving you a 120% return since june 2010. it's up 11% since i highlighted it a month ago. the weakness gives you a great opportunity to buy now. let's check in with the president and ceo of union pacific. let's find out what is happening. thank you so much for coming on. i have been a huge fan. it's a delight to have you. >> it's a delight to be here. >> when you were at the forefront of the energy renaissance. i don't think people realize,

but a lot is happening by rail. most of it by union pacific. >> you know, it's a fair assessment, the renaissance and the energy market shale have taken the country by storm. it started accidentally. they didn't have enough pipeline opportunity. they wanted to get it to the marketplace. they said you guys have to be cost competitive. you have to have great service. we proved it. we can be two to three times faster than a pipeline. we can give them flexibility to go wherever. if you put it in a pipeline, it will come out where a pipeline comes out. you can take it to louisiana, galveston, houston, california, wherever you want to do it. i think they were thinking about the bakken to begin with. loading trains didn't sound like a great idea but we've proven it's a good opportunity. >> the growth from 2011 until now, you were doing more than a couple years ago? >> absolutely. last year, we did 90 million barrels of crude oil, 15 million frack sand and five years ago it

wasn't on our radar screen. >> are you the alternative if keystone doesn't get built? >> absolutely. we're happy, if they build keystone, that's great. they need gravel and construction equipment and tools and oh, by the way, there's 9,000 people that will put that in the ground. they will need a place to eat, vehicles to drive. we do all that. >> there is a terrific chart in your presentation which i urge everyone to read, which shows the sheer number of plants being built at one end. the dow chemicals got one coming, formosa plastic has one, chevron. these are determinants for where you bring them to? multi-year customers? >> most of them are multi-year customers. we're excited about that. another thing that's exciting, a lot of people see that, a lot of that is going overseas. we are seeing interest in building plants in the united states to take advantage of the

cheap gas and energy prices, we're thinking a lot more in the future will be domestic as well as some overseas. >> i'm glad you said it. you are not an optimist. are you a realist. now, nafta, i'm next to your tracks there, you will be doubling production in a couple years for automobiles? >> i think that is true. i don't think people realize one out of every car or truck in the united states is made in mexico today. you look at the foreign direct investment that's gone in over the last four years. they're targeting another $24 billion this year. that just plays right in. we're the only railroad that serves all six of those rail gateways into and out of mexico. so that's a great opportunity for us. interestingly enough, it's pretty balanced. we'll ship auto parts down to mexico, have them sembled,

brinthe vehicles into the united states distribution network north of the border. plus we give them a great interchange east of the mississippi or up to canada. >> perfect. you have a chart. typically, railroads are not touchy-feely. you have a chart about customer satisfaction. 87% in 2010. way before it used to be very low. now 94%, all time record. customer satisfaction means you can take business from say people in the housing and automotive industry who might be using big trucks or tractor-trailers? >> absolutely. the growth we are seeing is all highway conversions. it's really staying focused. kind of our secret to our success is we have 47,000 people who are focused on creating value for customers. everything else will kind of fall into place if we do that really well. you provide great service. you have dedicated people, consistent, reliable, cost competitive. truckers are looking at it saying the best of both worlds is take a truck, go around, pick up business in a 250 mile radius.

put it on one of our trains. we'll haul it 1,500 miles to chicago. you pick it up in chicago, distribute it in a 250 mile radius there. you got the econom and environmental friendliness of rail over the long haul. you got the kind of white glove care of a truck delivery on either end of the terminals. >> on two businesses that you call out, you are always very forthcoming. you are a totally transparent company. you are not happy with coal or ag. are these temporary or secular declines? >> let's do ag first. mother nature kicked our ag out. 30% from our corn crop, 30% of the soy bean crop. >> you have to ship that by train. >> so now the corn crop is 72% in the ground at this point in time. we need to go to the end of may to finish it off. if we have a normal weather summer pattern, we will be okay with that. coal is a little bit of a different story. even there, it will be okay. our coal business was down 19%

in the first quarter. we got hit by a combination of mild weather that caused stockpiles, but also cheap natural gas prices. so as natural gas fell down into that $3 and $2 range, people that had the opportunity to shift between coal and natural gas did. so now what happened, natural gas prices are up to $4 bucks, getting stronger. and last week they reported that e inventory levels of plants burning powder river basin coal for the first time since 2011 are two days below normal for this time of the year. >> i thought that was shocking. even in your april earnings call, the inventories are a radical change. natural gas went to $4.25. >> that's a good thing. so the last two weeks, we've actually seen our coal volume year over year turn positive. >> which is good. >> okay. read the tea leaves, sir. you are at the pulse of america. are we doing better than we were a year ago? are we still doing well, or are the rest of these other

countries around the world pulling us down? >> you know, i think we're doing okay. let me put it. so, take the coal business, set it aside, say, that's not economy-related. take the grain business. set it aside. that's all bad news. take the shale business, that's the good news, set it aside, say that's not economically driven. everything else has grown 2.5%. lumber, 18% in the first quarter, automobile business doing very, very well. chemical business, fertilizer business, intermodal, it's a nice, solid sustainable growth. we didn't go over the fiscal cliff. we survived the sequester. the continuing resolution got passed. we are okay if we can just make it through the debt ceiling, we could have a good year. >> i think you will. the customers stick with you. they throw more business at you. do you see why i tell you it's the best? you got it now. stay with cramer. coming up, cloud conundrum.

salesforce.com is trailing the market this year, but is now the time to jump in before it soars to the sky, or is it best to stay on the sidelines? don't miss cramer's earnings exclusive with its ceo. we realllly wa nted t to take a relaxixing trip toto florida. you know?? just t to unwind.. but t we can onlnly ad one trtrip this yeyea, and his s high schooool ren is c coming up i in seattl. everyonene's going.. ththen we hearard ababout hotwirire... anand realizeded we could d acy affordrd to take b both trips.. [woman] ] see, when n really nie hohotelsave e unsold rooooms, they usese hotwire t to fill t. so w we got our r four star rs for halflf price. i shshould have e been voteded "most t likely to o travel." ♪ h-o-t-w-w-i-r-e ♪ hotwiwire.com hot ratete hotels nonow on sal. save up p to 70% onn any y weekend ststay. yeah... try new alka seltzer fruit chews. they work fast on heartburn and taste awesome. these are good. tolda! i'm feeling better already. [ male announcer ] new alka seltzer fruits chews. enjoy the relief!

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>> i may spend a lot of time talking about high yielding stocks with big dividends.

you know what this market loves, it loves growth, too. here's a cloud based e-commerce software company with no earnings despite 30% today. it has magnificent accelerating growth. more on that later. for those of you who couldn't score a piece of that deal, how about the original cloud based software as a service company? i'm talking about long-time cramer fave salesforce.com. sales force is the king of the cloud. it helps companies build deep relationships with their customers in a world where mobile and social media transform the landscape. this ceo understands the current tech environment better than anyone else out there. so it's no wonder salesforce.com has given you over a 7.5% gain. right when everyone was convinceit would be the end of the financial world, he told us his business would be just fine and it was. they closed better-than-expected revenues, strong cash flows. the company gave earnings

guidance that was a equal to the consensus, not above it as we are so often used to like crn. its billing number might be viewed by some, which may be responsible for a downdraft in after hours trading. remember, though, there is a lot more than the headline snippets. it has proven to be passive time and again. let's check in with marc benioff of salesforce.com. what's next for his company? welcome back to "mad money." >> hey, jim, thanks for having me again. >> i don't want to get lost in the trees. that would be the fastest company i've ever seen to get to 4 billion. >> it wasn't that long ago, we were on this show talking about our first billion dollar year. we are getting close to our first billion dollar quarter. >> when i look at what's going on, the first thing i should have asked you is large deals. a lot of people want to talk about, what did forex do. was it a head wind?

i should have asked large deals, because that's what you are closing. i need to know. >> well, we see an incredible opportunity out in the market today. you know our customers are working harder than er to become what we call customer companies, that is connecting with their customers in incredible new ways. this quarter, what i really enjoy doing is working with these customers to do just that. one of the companies that we've talked a lot about, we had a great experience this quarter, is home depot. their ceo has a tremendous vision for the roofing and siding and window business and we were fortunate to be selected to build the application. when you build an application in today's world, it's going to be cloud, of course, but it's also going to be mobile. it's going to be social. it has to be delivered in an incredible new form factor and has to be delivered with speed. that was just a fantastic opportunity for salesforce.com for this quarter with home depot.

>> i went through to the vimeo presentation. i liked it. i saw the ofing window group. i was trying to figure out if this was put into place. i know there is going to be 15,000 roll offs. were they in hurricane sandy areas where the pricing was variable? >> you know, what i see is that home depot sees incredible new opportunities in all kinds of segments around the world. of course, they have hundreds of thousands of employees. they've got millions of consumers. then they have critical customers like contractors. but to go right after each and every segment, they've got applications faster. that's what we are doing for them. on your website, the rrible tragedy this week, oklahoma. the red cross uses you. they find out where the updates are, whether their people are reaching it. what role did the sales force after after the after effects of the disaster? >> you know, jim, we have been talking about our business and technology model on the show for yes. you also know when we started sales force, we put 1% over

equity, 1% of our profit and 1% into a 501 c 3 charible foundation that serves over 20 thousand nonprofits. we deliver our product to many of those nonprofits, including the american red cross for free. we're happy to make our money with of course, home depot, general electric and bank of america and of course small and medium businesses, too. but for nonprofits and ngos, gi our product for free. the american red cross is a major customer through our foundation as well. >> let's talk about a number that apparently some people are sending the stock down after, which is the billings number. some of you below consensus. i know in the conference call, you will explain that away. i need to know what you will be thinking about europe where we have weakness. about asia. i was on the hewlett packard conference call.

did you see those weaknesses? is that why billables were not through the roof? >> we had a great quarter, jim. i don't know if you've gone into the numbers in detail. constant currency revenue growth was 30% year over year. i don't know how many companies are givingou a 30% year over year growth on currency, cash ow and deferred revenue. in fact, we have more than 5 billion in deferred revenue for the quarter, pretty spectacular. also, when we talk about our work all over the world, we do a tremendous amount of work as you know with the japanese government. we closed another huge transaction this quarter with the japan government, which is going through an economic surge. as part of that economic surge, of course, we also have a deflating yen, which impacts our ability to show increasing revenue growth in japan, even though our businesses really are doing spectacularly well there. now we've raised guidance for the year as part of this announcement today. >> all right. that's what i thought. i thought there had to be some

currency involved. i want to go back to some of the things you are doing in social media. they're pretty amazing. on the website, it looks like president obama is using sales foe to try to figure out what people are thinking about his administration. now, is that a paid account or is that another thing you guys do because it's good for the country? >> well, when it comes to political campaigns, we charge them. those are 501(c)(4)s. thosorganizations have to pay for sales force. we work with the romney camp as well as the obama camp in managing their campaigns for last year's election and we have a video on our website that profiles how we did serving those organizations and i encourage your viewers to take a look at that as well. >> i thought romney used oracle and the president used sales force. >> well, romney did use a significant amount of oracle. that did not work. that's a whole other story. it would take the whole show to go through. >> i want people to understand,

chipofle, dunkin' donuts, what do they get from sales force? >> at the end of the day, it's an incredible new opportunity for businesses to grow by connecting with their customers in new ways. you combine social, mobile, you look at big data. you look at the opportunity to build customer communities, the cloud. you put all these things together. you have an opportunity to achieve revenue growth as we are doing for your own business. you can be a huge business or a small business. this quarter, we had an incredible experience with trunk load, an online retailer that runs its whole business on sales force. as that company grows and becomes more successful, they're able to scale and effortlessly add more employees without adding more computers. that's the power of the cloud and salesforce.com. >> two questions involving acquisitions, one is there are some people that feel the buddy deal has not necessarily

produced the kind of growth you would like, and morgan stanley says it's just a question of when, not if, you will do another big acquisition. so, buddy media, good? thrilled with? got to do better? new acquisition going to happen no matter what, is that the story? >> wl, this quarter, the most exciting thing that happened to our company is gardner says we are the no. 1 crm in the world. after ten years of them holding that position, we've held that no. 1 position. that no. 1 position comes from three things. no. 1 in sales. no. 1 in service. no. 1 in marketing. our focus in becoming that no. 1 marketing leader that is providing the world class market and solutions to our customers means we are buying great new companies like radian 6, buddy media for publishing. we have social.com for advertising. buddy media was a fantastic acquisition for sales force. it brought in a tremendous amount of innovation and capability. we're at the beginning of our american stories, jim.

we talked about us being the no. 1 sales and service leader for the next decade. now we're starting to get going in marketing. what we expect is that just as we did it in sales, over and over, tactics will dictate our strategy over time. >> the japan deal, was that the largest deal you ever did? >> the japan government has become our largest customer. that really is about adding many, many different deals over time. this deal we did this quarter i think is a super exciting story. you know japan has a great new prime minister. they are doing incredible new economic programs in the country. now as we mentioned, it's a deflating yen, which impacts our revenue, of course. what i can tell you is in this new deal we did with them, it's the ministry of economy, trade and industry who is giving a super charge for the smes, the small and medium enterprises in japan. we will be providing our

services throughout the country to the help them participate in this economic surge. 's a super exciting time in japan. >> i think that's traffic. marc benioff, chairman and ceo of salesforce.com. thank you for coming on the show. >> thank you, jim. see you soon. >> crm. it's got great growth. i have a handful of them. go on the call. make a judgment. i think more importantly, go to the website. you'll see what i see what they are doing with american and worldwide business. stay with cramer.

it is time! it is time for the lightning round. i tell you whether to buy, buy, buy, or sell, sell, sell, when you hear this sound the lightning round is over. are you ready, skeedaddy? mike in hawaii. mike. >> caller: jim, i enjoy the show. let's see, good cop or bad cop, symbol cop conoco philips. >> come on, man, it's one of the best natural gas companies. i want to be a buyer, buyer, buyer. ron in south carolina. >> caller: howdy, thanks for taking my calls, helping the individual investors out there. i want to know about lance. >> i like lance and pinnacle foods. jared in maryland. jared. hi, jim.

i wanted to thank you and your team for what you do to help educate the little guy. >> thank you. >> caller: who may not be in the investment industry. >> that's my purpose. >> caller: my stock today is rnf. rentech nitrogen. >> i like that yield. i don't think it will go down. sonny in illinois. >> caller: i like your show. this market is spinning my head out like a record player. >> true. >> caller: new home sales are good. what do you think of pulte homes? >> it is going higher. i like toll more. thomas in tennessee, thomas. >> caller: jim, first time caller got to say boo-yah, skeedaddy. >> done your way, partner. >>aller: listen jim, i need to know what to do with lumber liquidators. >> i know what to do. i would be a buyer. i feel even better about

finished lumber. i think that wood paneling, ll, it's a buy. nick in connecticut. nick! >> caller: big boo-yah, jim. tell me about hs pharmaceuticals. >> we've liked that. we have been a big backer. i think it can go higher. i believe that is one of the great specs out therand that, ladies and gentlemen, is the conclusion of the lightng roun lysol believes no toilet is complete, until it's completely clean. lysol toilet bowl cleaner gives you maximum coverage from the rim down to the water line to kill 99.9% of germs. and removes stains better than clorox toilet bowl cleaner with bleach. so if you want to do the whole job, lysol's got you covered. lysol. mission for health. and for an incredibly clean and fresh bowl with every flush,

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>> i told you again and again, as long as ben bernanke keeps his foot on the gas pedal,

buying up bonds, despite the newly released but not new fed minutes i think bernanke will do for a while. after all, that's what he told congress yesterday morning, we are going to continue experiencing what i am calling saver's austerity. you can't get a decent term from bonds and certificates of deposit. it's causing them to put cash in higher yielding dividend stocks. that's the way things are. you should take advantage of it. which brings me to the pipeline master limited partnerships. yes, this is a group that's really important. i mention it relentlessly because these companies give you a way to play the north american energy boom. you should be able to get that growth in income. take nwe, natural gas processing outfit with a 4.8% yield. it gives you exposure to our favorite shale plays on mad money. they're causing a renaissance,

utica, haines, wood, eagleford shales. they should be able to increase its distribution at a 10% annual clip for the next several years. not only do you get a high yield, but you get the one that's growing, too, something you never get from bonds in a million years. may 8th results were terrific. the stock has given us a return when you factor in dividends since we spoke to the ceo 11 months ago. i think they have a lot more room to run. let's talk to the ceo. mr. semple. good to see you. >> jim, we have a lot to cover. please, if you indulge me. we have a lot of employees in oklahoma, at markwest. it's the heart of the industry. i have to say from the markwest employees and the entire industry, all our hearts are

therin the city of moore. >> it's a huge business in oklahoma. >> it's a terrible tragedy. >> no, no, i know you are in new york for an investing conference and i should have thought of that, too. even the chesapeake acquisition you just made. >> right in that area, exactly. >> i do want to talk about the >> i do want to talk about the asset class of markwest you are in. the chart i am looking at is a total return. markwest is up 1,121% vs. the s&p up 103% during that period? is that chart right? >> yes. that chart is right. >> how, because you are a pipeline company? that's not biotech. it's not some wonderful semiconductor company. >> i mean, to your point, the market is chasing yield right now and growth and obviously, mlps have great tax benefits. so if you compare that kind of investment to, you know, certainly bonds or even, you

know, stocks, it's a great opportunity to invest. >> but there is more than just luck. you turned out to have the best pipeline system in what is now the largest natural gas production field in the country. you are in the marcellus. >> we are in the marcellus, the largest producing field. >> we started talking about it. i remember interviewing presidential candidates standing onop of it. they didn't know it. >> we owe it to our partner, range resources, we have been there five years, but $5 billion of investment. we have a tremendous footprint in competitive position in the marcellus and now in the utica. >> in ohio. we were there last year. >> so, we're obviously very excited. we have completed overall in our whole company, we've completed nine major projects in the last six months. we got 18 in front of us over the next 18 months. the large majority knowsur big

processing plants, fractionation facilities in the marcellus and utica. >> people don't understand fractionization. you have natural gas. not all natural gas is the same. you can make a lot of things out of it. not just to heat homes. >> absolutely. as you and i have talked about before, the natural gas liquids, the prices are down. they add a lot. the natural gas liquids provide a lot of uplift, value to the producer customers. most of our contracts are fee-based. for the producer customers, natural gas liquids are the core. that's what we do. we help them create that value. we process the natural gas, extract the liquids, break it down further into products like propane, ethane. we have the market. i got to tell you something. >> sure. >> we're so excited. i'll be quick. last week, energy point research every ten years does a survey for mid-stream companies, customer satisfaction.

sort of the j.d. power in the industry. >> right. >> we we were number one again. >> that's incredible. >> it's the third time four surveys since 2006. so that's what we do, jim. we're good at what we do. you have to have that full capability all the way from gathering at the wellhead, all the way through marketing of natural gas. >> i wanted to know what your industry can do, they want to hire a lot of people. if you have 18 projects, i bet you hire lot of people. towards the energy renaissance, where are you and where are we as a nation? >> we are in the early beginnings, no doubt about it. we are hiring a lot of people. we have doubled, just markwest, little markwest from 500 to 1,000 last year of employees. that's creating a big challenge, but, absolutely, jim, this, the marcellus is a great example. it's changg industry, not only is it changing the ability for the u.s. to become the world

supplier of energy. it's also inside the u.s., these shale plays, because they're located in so many different areas of california, the rockies, oklahoma, texas, gulf coast. up in the northeast. it changing the pipeline infrastructure. the requirements for infrastructure, obviously all of these processing facilities. all of the steam crackers, the petrochemical complex in bellevue and hopefully up in pennsylvania and west virginia. so it is changing the entire landscape. >> i love a story that is good for america, that is good for investors, that puts people to work and changes the landscape of our great country. frank semple, chairman, ceo of markwest partners. mwe, we've been behind it the whole way. you should be, too. "mad money" is back after the break.

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>> cal adviser. hewlett packard, oh boy. two standout names today. they represent polar opposites.

most thought hp would be a disaster. instead we got the opposite. the stock rallied. the viability wain question. the viability was in question. which may make it more difficult to achieve profitability. end quote. why was it love? why did it spike so much higher? because channel adviser has grth. specifically, arg, accelerated revenue growth. it offers solutions over the top internet retailers.

why did it spike so much higher? because channel adviser has growth. specifically, arg, accelerated revenue growth. it offers solutions over the top internet retailers. google, groupon, yahoo, ebay, amazon, you want to see the handiwork. go to ebay's men's clothing section. click on men's suits, notice the joseph a. bank ad, the one offering suits for $999. that's channel adviser's client. it pays them a prescription fee. at least maybe some of these deals, not sure about that. it's a true growth business. unlike hewlett packard, it needs everybody to grow. now i hope you recognize how a money loser like channel adviser can roar on the same day as a no growth money-maker like hewlett packard. it's about growth and value.

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