manitowoc, hain, deckers, dsd, fortune brands and bed, bath and beyond.something. "mad money" is back after the break. keep up with cramer all day long. follow on @jimcramer twitter and tweet your questions. ♪ let's go. ♪ ♪ ♪ [ male announcer ] introducing the all-new cadillac xts... another big night on the town, eh? ...and the return of life lived large. ♪ >>> it's happening. the revolution in oil and gas is happening. you just need to know where to look for it. today we saw it in valero, which reported phenomenal earnings this morning thanks to the incredible boom in us oil and gas drilling. the best 4th quarter since 2005 when cars were guzzling much more gasoline, they said quote we replaced all imported light crude oils since we expect u.s. and canadian crude oils to be available we are increasing these cost advantage crudes throughout our refining system. end quote. in other words, because of the bakken and eagle ford shale and so many other terrific prospects, they no longer need to import from countries including countries that we regard as our f

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we have said recently that three companies who are reporting today, dst, fortune, and manitowoc all shouldtion to bring out value, either through a sale as i'd like to see with dst, merger which i think could happen with the fortune. and really could. it's not till november that the tax laws allow that to be. i do believe it's going to blow a quarter. i think mtw should split itself up into two separate companies. food, service, and cranes. remember those ice machines when you go out to -- ice machines, you feel like you're getting something for free. it's really water. we also get results from bemis. its stock symbol is bms, which stands for buy my stock. here's the stock i mentioned earlier this week as part of the brandnew bull market in packaging of all things. you're going to see i said that. i'm expecting a very good quarter after the close. we get the new one, the ipo, barry plastics. the other packaging bull market player. i think there's a lot to like here too. on the lookout for both of these. if buy my stock goes down ahead of when it reports, buy its stock. all right. now, on f