so how is the new heckman doing?t reported last night, it's pretty clear heckman got its groove back. they earned 3 cents a share, much better than expected revenues, 113% increase. more important, managers have very positive commentary. and the recent acquisitions have changed heckman so much, that the company is now changing its name too! to new vera environmental solutions. break that down. in it response to this terrific quarter, 11.3%, biggest stock i saw on every exchange. let's check in with dave heckman, executive chair of the corporation and find out where his company is headed. dick, welcome back to "mad money." >> nice to be here, jim. >> you guys say -- your cfo says this is it. the challenges of 2012 are subsiding. are we putting behind us a very difficult period that caused the stock to go down substantially from when you first came on the show? >> well, the it sure looks like it to us, jim. the budgets of all of our producers have come online as we expected. there's a lot of excitement in the industry

heckman, it will be a long run there, but dick heckman has your back and he's terrific. ksu, did you make a terrific here? ksu is on fire, okay? they will have a good quarter, the stock is up gigantic and maybe you buy some more. do not be dissuaded where a stock has been, think about where it is going to. j.j. in new york. j.j.? >> caller: a big boo-yah to you, professor. >> how are you doing there, student? >> caller: i'm good. greetings from the ymca near chelsea, new york, new york. >> loving it. >> caller: i have a question on petro, cymbal pdh, buy or sell? >> oh, man, this yield -- i go back and forth with my friend matt who writes with me at the street, he says propane stocks are fine. he's done more work on the propane and convinced me they are good, so i'm going to bless petro logistics. rob? >> caller: long time listener, first time caller. >> thank you. >> caller: i got a stock i bought a month ago and i just can't figure it out. it just keeps dropping. i thought it hit the bottom when i got it. this is a big dividend, 60%. everything looks good, so i'm turni

the source of the 7 to 1 payoff is jane heckman, university of chicago economist. laureate, agrees with something you said supports the programs that joe just described. and interviewed about this and says he's cautious and skeptical whether you can design a broad-based program to achieve these ends. it's something that's very hard to do and the idea that now, president obama is going to throw all of this money at a program, head start, that's been proven not to succeed. >> 8 billion a year. >> 8 billion dollars a year. >> i love that line in the clip you played, more educational bang, educational bang for your buck, paul, between 1970 and 2010, 375% inflation adjusted increase in education spending in in country. 875%, math and reading test scores flat over this period. >> paul: what's the lesson in this? is it worth trying to invest in some of the programs, maybe for lower income kids or try some experiments? >> no, i think the evidence shows that the west programs are the ones that are targeted at the kids with the most need. and they're not universal, but that

we had dick heckman on. i'm sure you're familiar with his work over time. marriage made in heaven, american water and big shales. is the marcellus -- >> absolutely. no, no, no. in fact, most of the wet gas which is getting produced because it's liquids where the oil companies are making their money is, in fact, right in the territory where we have a lot of our systems through southwestern and northwestern pennsylvania and down in virginia and across the border in ohio. we provided over 350 million gallons of water to fraccers. we ended in a number of pipeline extensions to serve them. we've got contracts with 30 different companies, 16 different points of delivery all through that area. drilling's backed off a bit. it's starting to come back a little bit, but it's been down for a year. we see it starting to inch back where the what the gas is. >> you've got a good story. i wish you had been on the show earlier. i would have liked to catch this lower. if it's going higher, doesn't matter where it's been, just matters where it's getting to. >> 10.5% growth, 2

you can buy heckman if you want the straight out and union pacific if you want that aspect.on't need to mix them. i like to keep them separate. i think it's union pacific and heckmann and that's what you should do. let's go to brandon in texas. brandon? >> boo-yah, jim! >> boo-yah, brandon. >> thanks for being informative and entertaining. >> when you're up this many days you hope people start catching on and maybe it's a good thing, go ahead. >> i have a question about the potential decision about the agriculture department buying the sugar up and artificially raise the price. how will it affect companies like hersheys and nestle? >> hershey, the wrapper costs more than the chocolate. nestle's shipping costs more. the sugar issue is not an issue. ethanol, by the way, i sat down with my friend dan dicker and did a video this morning for the street. ethanol is what we keep buying. the government is insisting that we use it. the bulls are seeing quite a run, but remember, the bull gets tired. i should know, i used to have one and when they lie down to rest, maybe they go down

i know a lot of you are angry that heckman came on. this is a company that disposes fracking water. as the glutton in natural glass grew, heckmann's earnings got hurt. it's been recalibrating via acquisition. i think they will -- let's say this. they have to say something that will make us patient about a turn and i think they'll do that. tuesday is costco day. here is a stock that's been on hold since they paid a special dividend last year. all that happened in the interim is that the company's gotten stronger and stronger. travel trust used to own this. like a lot of other managers, we wanted to get back in. keep hoping for a fullback. but given that lowe's, walmart, or target gave us tepid guidance and yet still soared anyway, i just don't think costco is going to go down very much, if at all, even if it doesn't do a good job. and if it does, well let me say, if it disappoints, it won't stay down for long. it's a buy. also chevron hosts an important analyst meeting. this is one of my favorite oil companies, with prospects and a really amazing long-term positive view of natural ga

shale service company heckman has been a controversial play on oil and gas. but critics were left speechless after better than expected earnings sent its shares skyward. find out if the domestic energy boom could power this stock higher when cramer talks to its executive chairman, just ahead. all coming up on "mad money." >>> don't miss a second of "mad money." follow@jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. ♪ [ construction sounds ] ♪ [ watch ticking ] [ engine revs ] come in. ♪ got the coffee. that was fast. we're outta here. ♪ [ engine revs ] ♪ departure. hertz gold plus rewards also offers ereturn-- our fastest way to return your car. just note your mileage and zap ! you're outta there ! we'll e-mail your receipt in a flash, too. it's just another way you'll be traveling at the speed of hertz. a talking car. but i'll tell you what impresses me. a talking train. this ge locomotive can tell you exactly where it is, w

heckman recycles water. you need a lot of water to do all of this fracing.wn to three. they are at the core of how -- where we're drilling. 26 states. we're drilling everywhere, carl. we're finding in a lot of oil in places we haven't found it. we are doing everything to make it so that you will be surprised how much we have. north dakota has 700,000 a day now barrels. we'll have 1 million barrels a day in north dakota very quickly. you have to watch this because i think dick is being conservative, but we, if left alone by the government and if we have fewer bureaucrats and more drillers, yeah, it's going to happen because there's oil everywhere in this country. ox high owe, it turns out -- you remember ohio was the bedrock of oil and it turns out underneath the bed vok more oil especially out in west ohio. it is happening. we are seeing refineries being built to handle the methane and the e thain. we are becoming a major power in energy again and it's happening much sooner than anybody thought. >> americans will learn the words utica and marcellus and monte

. >> heckman. >> this is the us filter guy and he made a fortune.is name and i cannot wait to speak to them and this is the environmental waste anti -- they clean up fracing. i don't know why it is so necessary to clean it up, but the water that needs to be recycled, they'll be on tonight. >> best-performing name since the lows of march '09. >> thank you for pointing that out. isn't that something? i know simon has a thing about the hotels, and i would see him and raise him for stephen holmes' buyback and dividend, plus a great guy as is fritz. >> hey, i mentioned all of the downgrades today and i wonder if you think is that tempering enthusiasm which means the rally is more sustainable? >> you can't make people any madder on twitter than mentioning how bad they're doing. >> they're very old school meaning we can't keep going up because they're trapped in the mindset of the 2000s which have been terrible. a lot of these guys are saying look, we're paying more and more for the earnings and they're being rigorous and i keep going back to disney and wh