csx, very well run railroad, but csx is getting hammered by declines in coal.umes are down 17%. that's at csx the traffic is very strong. over the last year the company has started to ship oil. now they're running a whole train worth of crude a day. plans will add two more oil terminals in 2014. the big fear remaining, they should keep chugging. plus, they're putting through price increases on every other kind of freight. there's nobody to play off of. if you don't believe in the coal come back, stick with kansas city southern. the smaller railroad that connects mexico with the united states. and all the bountiful funds that we talk about all the time on the show. plus, exposure to the auto market, 17% of the business. here's the bottom line. the railroads are a classic oligopoly and the best way to ship everything, including coal. coal could be making a comeback. making coal a better value proposition for the utilities. union pacific, norfolk southern, csx, they all work in an environment where coal is no longer being hammered. kansas city southern it works no

in the east, csx and norfolk southern carved up the failing conrail.hen the santa fe rail, and union pacific swallowed up the southern pacific. the railroad industry resurrected itself from a money losing business with too many players into a much more concentrated business. so profitable that warren buffett decided to buy burlington northern in 2009. boy, buffett stole it, man. he knew the rails would come back and come back with a vengeance and he was right. what's the best play to play it? you can't own burlington anymore. given the exposure to the insurance and housing, two businesses that are roaring right now. and i still like the smaller kansas city southern, the best quarter of all the rails by the way. this one is already run up 40% since i got behind it just in december. december 5th of last year. all right. so how about the three remaining major players. right now, union pacific is up 11%, and the other guys are up more than 20%. the reason? union pacific has been held back by soft volumes in coal. as well as weakness in agriculture. that re

. >>> southern virginia where officials are investigating what caused a csx freight train to derail. the train was on its way to kentucky. in all, 15 cars came off the tracks and four ended up in the river. >>> all right, if you live in m new jersey, look at your powerball tickets, people. it revealed the winning tickt and it was sold in new jersey. and you heard me right, ticket. one person, or one ticketholder will take home the entire prize of $338 million. i don't know if it's one person or a group of people, but it's one ticket. 17, 29, 31, 52, 53 and 31. >>> a cruise ship that had mu manacle problems last week has gone back out to sea. you're probably not surprised to know some of these passengers were nervous getting onboard. >>> plus, major march madness upsets after the first top seeded team bit the dust. highlights and more after this. ] a classic macaroni & cheese from stouffer's starts with freshly-made pasta, and 100% real cheddar cheese. but what makes stouffer's mac n' cheese best of all. that moment you enjoy it at home. stouffer's. made with care for you or your fami

where is burlington northern, where is csx, where is union pacific in terms of the seriousness with which they're addressing locomotive engines for natural gas? >> i think it's very serious. it's been no secret, we're also working with cn rail, another one of the big players, and with the announcement with caterpillar and their emd division last june, it's no secret that everybody is really excited about the opportunity, and frankly, i don't think it's going to be years away. you can see everybody's moving now. they have to move. whether we get the entire rail industry converted over the next decade is another question. but people are moving now. it's really exciting. >> couldn't you just tell me what it looks like? here's what i'm thinking, you tell me. there's a train and behind it are some tanks, and because they carry the stuff, they could have tank after tank. do today really need to stop and get filled up all the time? >> no, it's one of the beauties of what's going on. i'm sure you've seen that we're moving a lot of oil by rail these days. well, we're starting to move natural gas b

lately @jimcramer, and this is one is from jimmy b who wants to know, are you ready, skee-daddy, disney, csx, apple, parker hanafin and verizon. am i diversified? all right, disney, yep, 52-week high, bob iger, thank you for not stripping him of his duties. diversified manufacturer parker hanifin, run by michael ward, apple, and verizon, the telco company. telco, railroad, industrial, entertainment, i say bingo. okay. let's go to bill in my home state of pennsylvania. bill? >> caller: hi, jim, this is bill in state college pennsylvania. how are you? >> yes, nittany lions. >> caller: yes. >> how do you like that football team despite what it's up against? >> caller: i love it. i love it. how's pops? >> how's pops? >> caller: yeah. >> we had the best time this weekend. just terrific, went to morning glory for brunch, got a lot of candy. i said what are you doing here at the checkout? she said what are you doing at the checkout? dollar tree is where you meet people. go ahead. >> caller: okay. >> dollar tree. >> caller: my first stock is lyb. >> yep. >> caller: my next one is chenier energy part

carlisle where main street conjures images of a bygone era, and except for the daily passing of the csx freight line, this one-light town might be all but forgotten. just a couple miles down u.s. 41, however, is evidence that carlisle is anything but forgotten. >> it's 2 1/2 hours away from everywhere. it's just the middle of nowhere. what goes on out here? prison. that's what goes on out here. >> surrounded by little else but big skies, the wabash valley correctional facility houses more than 2,000 convicted felons, including some of the highest security prisoners in the state. it is a fortress among farms. >> we have a total of seven towers blanketing the entire facility, including one tower that's in the center of our south yard. we've got the two sets of fences all the way around the facility. the inner fence is a stun fence, it's a nonlethal stun fence. the outside fence another 14-foot fence covered with razor ribbon. shaker alarm on the motion detector. motion detector in between the fences. we think our perimeter is very, very secure for us. >> security is tight inside the perim

but if you break the transports down and you look at a company like csx or a norfolk southern, for example, those companies have continued to hit highs this week, and that's based off of valuation. fedex was a company, in my opinion, that was priced for perfection, they came out and reported lousy earnings and that doesn't surprise me. i think u.p.s. is a much better company. they didn't get hurt nearly as bad. it's really just a story of picking the companies that are able to perform in this environment. i think that's what's going to get you through. >> i would suggest that the whole market is priced for perfection at this point. >> what's priced for perfection? if you're talking about a p.e. of 13, 14, is that overvalue? >> i think you have to go back to, you know, what i've said, is that e., you have to be very careful at how you look at that e., that earnings number. that earnings number is based on what i believe is a false earnings number, on rates that are far too low. i think you're going to start to see some of that drift up. and you're going to see, i think, we're going to reali

. >> csx hitting a 52-week high. stocks popped 15% in the past year. dr. j, hold 'em or fold 'em?> well, and you take a look at guy's stop, kansas city southern, ksu, another rail play. and that one's up 26%, just in the last two months. so, i think this one's got room to run. i would hold 'em. >> all right. next up, american express. stock rising more than 20% in the last year. stephen p. grasso, hold 'em or fold 'em? >> you're going to be holding this one, as well. much to the chagrin to dan nathan. the chart looks impeccable. one of these things you buy what's working. american express, still continues to work. >> all right. davita is next up. shares soaring 800% in the past ten years. guy, hold 'em or fold 'em? >> monster. hold 'em. buffett spoke about it the other day. valuations aren't stretched. i mean, we're not talking mid 20s here, mid-teens. so, yeah, this stock continues to go higher. >> a lot of hold 'ems. finally, time warner. shares rising almost 50% in the past year. doc, hold 'em or fold 'em? >> i would fold this one. >> oh! >> i'm jumping in with my bear suit and

. >> it means switch back to coal and that's why norfolk southern has gone from 45 to 76 and csx has not moved nearly as much as i think it should. >> these are oligopolies that don't really compete and as long as you have coal going up and union pacific say classic and they ship western coal to china and they can't see their feet -- some great pictures. so i just feel like the rails are -- i like that ryder came up anda i lot of guys are downgrading the stock and that's a mistake and i continue to be a ziegantic believer. don't forget spirit single save -- keep the s on for savings. >> let's hear tiffany rising in the pre-market. the luxury retailer, led by double digit percent sales growth in the asia pacific region. tiffany expects full year revenue rising 8% to 6%, but addses it expects operating earnings to fall 15% to 20%. tiffany is one of the stocks in cramer's great gatsby. the high end consumer was a recent edition as of the middle of march, march 13th, i think it was. >> i've seen the stock and it's been a buyer underneath the whole way. people at home are saying they miss

. >> csx is saying fracing sand is a huge, huge business and maybe perhaps replacing coal one day?lready mentioned it is a special day. >> hey, i'm cramer. i can't believe i've said is for eight years. i'm very proud of my network. i want to thank everyone from our network all of the way for the support to allow to do a show that was a song and dance man about business. thank you, cnbc, for allowing me to have that hour. >> there's been a lot of comments on twitter. going eight years in cable tv is like a 30-year broadway run. >> my friend henry blodget said that and i was very proud. thank you to the well wishers. >> you are the freed as tear. >> i'll take that. let's face the music and watch the show. >> or hugh jackman. it's hard to tell. >> can i be frank? >> maybe not. >> thank you, guys. >> of course. former and current j.p. morgan chase executives on the hot seat on the hill and a senate panel holding hearings on the london whale trading scandal. a live report from d.c. is straight ahead. >>> live picture there of senator carl levin on j.p. morgan chase's $6 billion trading

csx, best buy, recommended again. celgene, textron, colgate, general mills, google, kellogg, kimberly, mccormick spice. they missed the quarter. mcdonald's, pepsi, proctor, discover, delta, cree, cracker barrel! the prosecution rests. cracker barrel. >> cbrl, by the way. >> have you had the cheese they put on the pie. over 9,000 calories. >> and 600 flavors of hard licorice. >> how many stocks are above the 50-day moving average? >> it's hideous. >> if you say what's overbought? >> almost everything will be overbought. this is a nice, convenient, technical excuse to sell. >> that's what i agree with and the -- >> you have horse sense. >> no, i just read your email over your shoulder. >> oh, okay. >> terribly honest and professional. >> there are, believe it or not, america, some other stories that we are looking that the morning, hard to believe, but true. transocean urging shareholders to inject carl icahn's firm to increase three new members to the company's board. elsewhere, morgan stanley upgrading hewlett-packard

we like csx on the idea that coal could be near a near term bottom.erce is a big factor, so we like fedex on that basis. but broadly, i think the transportation stocks from a fundamental perspective are going to have a lot of difficulty if we can't get out of the 2% growth environment. >> brandon, thanks for joining us. >> thank you. >>> still ahead, keeping an eye on macy's versus jcpenney. ron johnson about to wrap up after being on the stand this morning on the battle over the rights to martha stewart. we'll take you live to the courthouse with the very latest next. [ lorenzo ] i'm lorenzo. i work for 47 different companies. well, technically i work for one. that company, the united states postal service® works for thousands of home businesses. because at usps.com® you can pay, print and have your packages picked up for free. i can even drop off free boxes. i wear a lot of hats. well, technically i wear one. the u.s. postal service®, no business too small. riding the dog like it's a small horse is frowned upon in this establishment! luckily though,