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Skriz developing in the market. We see it every day. The s p claimed. 05 , and the nasdaq advanced 3 . Ing itst its about the impact on world events. The market is going to distinguish between stocks that get hurt by the Ukraine Russia conflict, and the local advances. Bye, bye, bye. Were now in the process of discounting a pro tracted conflict in ukraine without a solution. It will keep controlling. Especially when our president is flying to estonia that war could be on the agenda. That cant be dismissed. Now this has been a brutal period for some stocks, and good for others. Hence why the s p 500 is breaking records with the gains by a changing of the guard out of international into local. Out of Economic Sensitivity into high secular growth, meaning a worldwide economic expansion isnt needed for companies to beat the estimates. Many of the United Statesbased companies roaring are now rolling over. The moneys pouring out of the internationals and pouring into domestic winners because of the conflict and the ramifications. Everything from a weak you row, strong dollar, and a new european recession. Lets rule out the extremely negative role that europes play. Go back to when europe first went awry. 2012. We started developing the industrials with european exposure, including tech. We thought they would fail. Its right to do. That is happening all over, boeing and emerson and others. White flag being thrown up with those companies. But unlike 2012, europe is causicause ing more problems, the deflation is powerful given the pitiful job growth, that rates for spain and italy are the same as ours. Its hard for me to see that, having traded international bonds. Got to get your heads around it. Anyone who knows how to handle a wire instruction in europe is buying dollars and using them to buy bonds. Thats terrible for american banks because it keeps our Interest Rates too low to make big profits. Its awful for the consumer package companies and the Major International drug firms because they need a weak dollar. They have to translate the overseas estimates into dollars for earnings per share calculations. And when they do, people will be disappointed. These sectors are so problematic, they are going to stay under pressure and go down every time we get a ratcheting up of tensions in ukraine, almost daily. Its a huge issue. Its getting worse. Not better. You saw it in old tack all day today. All right, enough with the negatives. Im tired of being negative, let everybody else do that. Whats working . The ideal companies are a hodgepod hodgepodge. Theres obamacare winners, restaurants and retailers that are viewed as safe because theyre domestic and can be bolstered by job growth and cheaper gasoline, entertainment, rails, supermarkets, a smattering of airlines. Li liqu liquor, and a handful of special situations that may power higher into year end. Start with the special situations, thats what most of you want to hear. Im come plying. Im pegging the big four from here to year end as being twitter, gopro, tesla and netflix. Those are the four stocks i think investors will find irresistible. Twitter has turned the corner since the new ceo has got there, that discipline, the Goldman Sachs banker who got them public. Gopro, the holiday season. Dont believe people who tell you the imitators are. Its an ecosystem. Tesla is wellrun thanks to elon musk. I think they wont be able to take the pain into the end of the year and most likely cover their short positions. More on that later. And unlike the car companies, almost all domestic. Netflix, a worldwide signup bonanza. As more movies are added to streaming and more productions online, the stock will power higher. Okay, i like apple too, but i recognize too much hot money in the launch, and the iphone watch. Got to be careful there. Throw in yelp, going to be a takeover now until kingdom come. Now a real takeover name, concur which you know i like so much, it seems to be the subject of a bidding war between oracle a s. A. P. Take a look at the retailers, the worst acts better than had the best international story. The strongest has been home depot is a triumph of management, but almost a totally domestic play. If you stick around, ill tell you to use the credit card breach as a buying opportunity. Macys is the story. Ross was a great growth stock, but ratcheted down the growth rate over the last few years. Suddenly it beat the numbers, and be brought the off the rack retailer back to life. And then some. Macys this was the tell of a lifetime. It had a clear earnings miss, yet it went much higher. Whats not to like . Domestic retails red hot, getting hotter. Whole foods, get a top in kroger. Big firsttime national ad campaign, the shorts are hurt, kroger, bestrun super market in the world. Restaurants, play poker, high and low. Chipotle and jackinthebox. Enough with burger king, theres an inversion deal with a fattening concept. Despite what you saw today, the world is turning on doughnuts faster than soda. And its remarkable, anything hospital, tenant, hca, go to from here to year end. At the beginning of september, what to go to. Same goes for cvs, and sicigna. And two others, i think parago and malencrod. As we head into cold and flu season, and the quest core deal coming online, i think the bears are rolling. Regeneron and others are the best ways to play drugs. I think the drug they announced this week that lowers the cholesterol could make it go for ages. Its the first 360 points. I hope you bought it ahead of the new drugs announcement, i pretty much hit it every day. What am i going to tell you . Terrific big cap stocks that are about avoiding europe. Oil got hit today, led to an amazing rally in the transports. Dont trust the whole group. Do like spirit air and southwest, more price sensitive. Rails, they cant handle the freight they have. Union pacific for autos, fracking sand and chemicals, or Norfolk Southern for the coal market. And i like Automatic Data Processing as a play on the continued return to job growth. Waste management could see gains because of construction, thats the real reason i own the stock. I like this constellation brands, its a big wine company and that napa earthquake hurt. But i also like monster beverage. The former has been cooling even as they made a littlenoted tequila acquisition which won every taste test in tequilas. And selling the monster, i think cocacola will have a similar offer at Green Mountain Coffee Roasters cure. And big entertainment stocks, disney with star wars beckening. And the guardians of the galaxy, they can make fortunes, imagine how much the rollout of stars wars can make. And ginette, spinning off to add value. Yes, the bets for the rest of 2014 begin to be placed at the beginning of september. We have a politicallyinduced recession in europe, sending a wave of money into the best domestic stories we own. The bottom line. To me it looks like a 2012 redux. And switch the game plan to preserve the games that accrued before the sochi olympics which right now looks like the Highwater Mark of soft politic. Lets go to elizabeth in florida. Elizabeth. Caller hey, jim. Hi. Caller one of your chose last week highlighted Great American companies and the x factor of innovation, one is trading 13 off of the 52week high. Is now a good time to open a long position in boeing . You have to wait for beauing to retest the low. Boeing is being viewed as a playen ukraine. Should it be . I dont care. It is. And thats the problem. Chris in tennessee. Chris. Caller booyah, jim cramer. Tennessee titan booyah. Caller professor cramer. Thank you very much. You have an excellent show. Thank you. Caller i have called in a couple times. You are one of my heros. Thank you. Caller also, let me say very quickly, i acted on a recommendation you had had and brought some radian stock and have done well with that, also have a copy of get rich carefully. Im loving everything you said. Now to the stock. Caller the stock is builders first source. It looks like they have some good things going on. Theyve made a couple of acquisitions over, i dont know, the past several months. They have some good stuff going on. Just to want ask you if you think this company and its stock has some Growth Potential . I think it does, but my problem is, with being this opportunity by home depot in the discount, i think that opportunity has to be taken. Thats the better one. Thank you for the kind words, chris. I may draft chris from the Tennessee Titans tonight. Be surprised. Theres a skiz in the market. And the stocks under pressure and those working. You may have to change it up a little bit. Mad money tonight, kicking off the week long fant city fort folio series. See who im picking to lead this bliss to a threepeat. And facebook and tesla, a trying to change the world. But are the stories behind the stocks still as bright . I have an update you dont to want miss. And i know youre not. Better watch that. Shockers, plus dollar stores, burger joints, theres takeover targets all over wall street. Stay tuned, i may have the next stock in the buyout site, and the acquirer stock would soar. Stick with cramer. Send jim an email to mad money cnbc. Com. Or call us. Miss something . Head to mad money. Cnbc. Com. Where the reward was that what if tnew car smelledit card and the freedom of the open road . A card that gave you that im 16 and just got my first car feeling. Presenting the buypower card from capital one. Redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac with no limits. So every time you use it, youre not just shopping for goods. Youre shopping for something great. Learn more at buypowercard. Com female narrator sleep train challenged its manufacturers sleep train challenged its manufacturers to offer even lower prices. But the mattress price wars ends sunday. Now its posturepedic versus beautyrest with big savings of up to 400 off. Serta icomfort and tempurpedic go headtohead with three years interestfree financing, plus free sameday delivery, setup, and removal of your old set. When brands compete, you save. Mattress price wars ends sunday at sleep train. Your ticket to a better nights sleep when youre running a business, i mean, honestly, is there anything worse than a lot of competition . Right now our retailers are being eaten alive by competition. We have too many stories in this country of all stripes. And until the Competitive Pressure gets relieved, things are difficult for the bricks and mortar merchants. How do you fix competition . Consolidation. Retailers need to start acquiring each other to remove players and shrink the competitive landscape. How would that look . Let me give you the classic example. Gary although credit sweets came out with a report complaining why gmc and vitamin shop should merge. These are the two largest vitamin store chains. And made the stocks pop over 5 because it made so much sense. Since then, the hype has fizzled, and the conversation seems to be lost in the ukraine shuffle. But it hasnt been lost on us. Here on mad money we have done our own research and we think its exactly the kind of deal that needs to start happening now in detail. They should acquire vitamin shop, and its a slam dunk, i hate using terms like that. Two companies struggling separate my, and give a boost into a single entity,s it a nodrainer. A deal is an obvious way to go as gncs ceo was the top at vitamin shop. If anythione can make it work, can. Why should they consider merging . For years we have heard they are Different Companies with vastly different strategies. And gnc is at leader in sports nutrition, vitamin shop is a smaller, more diversified player that puts up a lot of stores. Lately thats changed, vitamin shop is manufacturing its own products and getting into sports nutrition, hot area, gnys area. And gnc is trying to expand to women and vitamin categories, both areas of are strength for vitamin shop. In short, it seems like the companies are converging. We dont want convergence, we want a merger. They are plagued by the same problems, an intense environment with aggressive competition, especially online. Thats the reason theyre crushed, gnc is down 35 , vitamin shop, 25 . But they would remove their most important competitor in a deal that would be additive to the bottom line. Combine with a 9 market share in a fragmented industry. It would be done easily without the regular lais later os unlike the Family Dollar thing. And 9 doesnt sound like many, there would be no serious stand alone competition. In fact, if gnc buys vitamin shop, they wont have a single direct competitor. Vitamin shop was too expensive, with all the store openings, it was growing faster than gnc, but after the clubbing the stocks have take, a surprising one, the last couple years its been a laggard, it trades at 14. 5 times next years earnings estimates. Gnc could pay handsomely and make out like a bandit. Its how gnc would roar on the stock on the day of the announcement. And theres a high singledigit growth rate. From 678 stores today to 900, which is what attracted buyers to begin with. But this industry is poisoned by competition. The last things they need is to be opening more stores. We need to seek consolidation with stores being closed left and right. Get this, if gnc acquires vitamin shop, i think they can close stores by the hundreds, eliminating costs making the remaining locations far more profitable. And every vitamin shop store is in competition with a gnc store. Look at a map, 100 of vitamin shops locations are within a five mile radius of gnc, 80 are win a mile of gnc. Thats rue thousands. I hate that. And you could have four or five stores sitting on top of the competing location while keeping the traffic at the remaining store. In effect, gnc would be replacing two struggling locations that are cannibalizing each other, office depot and office max tried, but staples is still in business. Its facing many retailers. There are too many darn stores. The solution is to merge and shut. Gnc and vitamin shop have different customer bases, the man from vitamin shop is the perfect guy to synthesize the two brands. Even without a ton of store c e closures, this would remove the competitor, removing the pricing pressure. Its a huge value on the earnings. If gnc acquires vitamin shops, combine the websites, share the brands, and decrease the Promotional Price cuts on third party merchandise, and the closures and back office consolidation. What would a vitamin shop acquisition mean for gnc . 35 premium to the current stock price, thats generous. They could snap it up for 1. 6 billion. It would create 140 million of synergies instantly, and booth the earnings by 20 , increase the earnings, the ones printed by 40 . Those are phenomenal numbers and thanks to gary for pointing out how much sense it would make. And gnc would see nice postmerger multiple expansion. They take a key competitor out, a dramatic boost to the earnings, and the market would reward gnc with a higher multiple. Maybe 16 or 17. And the bottom line about this great idea of an acquisition. Over and over again, were seeing this market reward acquirers for making key competitors. We had a norwegian price go up, even with absurdly inflated prices. And gnc, a potential takeover of vitamin shop, no different. To paraphrase honest abe, a vitamin industry divided against itself cannot stand. Apart they will struggle, but together they will soar. G thrks c, do the smart thing and buy vitamin shop. C, do the d buy vitamin shop. C, do the smar vitamin shop. C, do the smart th vitamin shop. Nc, do the smart t vitamin shop. Its now september. Which means it its time to say goodbye to summer and hello to football. With the first game of the nfl season kicking off on thursday, im sure many of you are getting ready for the fantasy football draft. Im into the big draft tonight, so i can get the best players for the skeedaddy team. As in are you ready, skeedaddy . Thats why in storied mad money tradition, all week were going to be drafting my fantasy stock port polio. Members of the shmump, close your ears. We do this every year for two years, the process of building a strong portfolio is like a strong fantasy football team. I used to do it among stocks at my hedge fund. And if you can devote half as much time researching stocks as people do fiddling with their fant say football rosters, then youll be much better investors. Tonight, starting off the mad money fantasy football by kicking quarterbacks. You may not be in fantasy, quarterbacks might think are really important, we go for running backs. But thats okay, because people know that the quarterback is important on the field. If youre running an nfl franchise, you need someone whos consistent, someone who can throw a lot of passes and put up a lot of points. For my fantasy football team, i want tom brady from the patriots to surprise, or drew brees from the saints, my daughters team. For the portfolio you, you need the stock equivalent of the fantastic players. Were not reusing any of the draft picks from last year, in my mind, the best quarterback stocks are out there, home depot and protect this house. Under armor. I like to think of tom brady as more of a home depot player even though his wife gisele just signed with under armor. But like brady, home depot delivers and delivers. Its a pocket passer with incredible consistency. Hear me out, i know about the glitch. One second. Watch as you draft home depot, 2200 Stores Across the United States that had been hurt by the recent weak nns housing. But no more. Roaring up until today when the stock got slammed on news of a possible massive hackingrelated credit card breach. I think its a temporary hit to give you an entry point i didnt think could happen. Champion stocks done stay down for long. I dont believes it another target, they have the trust of their customers and executing, target wasnt. And this is not a case where were putting home depot on ir. The only thing i think of with ir and home depot is excellent investor relations. Why do i like the stock so much . When youre drafting a quarterback, let me tell you something, look for leadership. Hes the one who calls the plays on the field. When you pick a stock to be the quarterback, you need one terrific one. Home depots phenomenal ceo frank blake is sadly stepping down in two months, he will be chairman and intends to keep an office at the headquarters. Hes been creating a great bench for years at home depot, the chief Financial Officer is excellent, the incoming ceo, hes been groomed forever. Hes the president of u. S. Home depot operations. Strong record, tied to many of the most successful initiatives going back to 2011. Before being put in charge of home depot, there was the chief merchant, and if frank blake believes in him, then i believe in him. By the way, have you seen my foe may tos on twitter in those are home depot tomatoes. Not just topnotch management, its leading in Home Improvement stores, and other than lowes, no competition. Taking from sears for ages, and the mom and pop are disappearing, i like true value. Home depot is best of breed, perhaps the best hardline retailer around period. This is one of the few retail segments insulated from the web, thank heavens. Home depots results were stellar. Samestore sales, 5. 8 , management raising sales, and big ticket items up, and driven by a strength in a wide variety of categories. And home depot left lowes in the dust. They cant make up the ground. Home depot reiterated with the house price appreciation, the strengthening job market and looser ceredit, their business should keep moving forward. I see it going higher, and 5 billion for the stock, doesnt hurt a bit. Best of all, this is the main focus for me, home depot is almost all domestic and like i said at the top of the show, we know longer want to own internationallytainted companies here until Ukraine Russia is resolved. You know what its like when youre international . Its like having a weak offensive line. Hey, a bad oline is killer for even the best qb. Second quarterback . I wanted a little bit of wide range, a little bit of action, you know, doing a lot a lot more than a traditional quarterback. Im looking at under armor. Which endorsement deals notwithstanding, i prefer to think of as the drew brees. They keep putting up excellent numbers, i like the receivers now. And its cheap, trades at 58 times next years growth estimates. It keeps on deliver. It needs a higher number, dont believe the 201617 numbers, they are going to blow them away. They should be based much higher. This brand is beloved by younger consumers who have grown up with it. I think under armor could be a 10 billion brand, and thats a mere fraction of nike. Its becoming the solid number two in the Athletic Apparel spi space, and going higher as they accelerate Growth Drivers strongest in retail in the world with the possible exception of sketchers. Whoa. How does under armor have that . Its stealth technology, innovating, charge cotton, the speed form Running Shoes among many others. And expanding in order to fuel its rapid growth. Go to the soho store in new york city, its blow away. Under armors latest quarter at the end of july was magnificent. The third consecutive quarter, sales increased 30 or more. 17th consecutive they were up more than 20 . That is drew breeslike consistency. Under armors apparel sales were up, golf, outdoors, womens, studio, running and training, all categories to make growth. Like brees, it has a number of targets, always the life blood of a good quarterback. The footwear, the jimmy graham of the outfit, can grow dramatically from here, the domestic is 1 to 2 compared to nike, controlling half the market. Under armor has only begun to grow overspaeps thats 6 , but the International Business grew at a monster 80 clip. That shocked people. In a couple of years, this could be a powerful growth driver. Particularly in china. [ gong ] i practiced that over a hundred times today. And even though under armors up huge for the year and rallied another 2. 77 today, thats right, 2. 77 in a single session, it could go higher. The quarterback is the most important player on the more real than fantasy, and the most important stock in your portfolio. I like tom brady and drew brees, and i hope i can draft one of them tonight, frankly, im drafting number ten. But for fantasy stock football, you need consistent leaders, you need home depot and you need under armor. Hey, why dont we go right now to patrick in north carolina. Fath rick. Inco caller hey, booyah, cramer. Booyah. Caller im 24 and love to invest. My question is under armor versus nike, under armor is approaching scary valuation, and i want to get your opinion and why. No. Kind of a big head here. Under armor, okay, heres the deal. Everyone is looking at a plain and simple 2016 number, wow, that is really expensive. What a mistake. Listen to me. You have to recognize that it keeps blowing away the numbers. Look at it in the out years, what youll realize is its not an expensive stock based on 201 20162017 numbers to view a growth equity. Irv in virginia. Caller hi, jim. How are you . Caller great. Im a 77yearold retiree, and youre keeping my financially afloat. Thats what i need and want to hear. And i thank you very much. Caller i want to thank you for coaxing me into altria. Oh, man, i hate to say it, but it has been a great stock, hasnt it . Caller its a gain of 565 . I know, and ive been recommending it since danny was the cfo. I get a lot of heat liking the tobacco stocks. You can take the dividend and open up an antismoking clinic. How can i help, irv . Anyway, that was how about, thank you. Im getting ready to draft the best players in my fantasy team. Watch out, you dont know who im going for, but first, put together the best fantasy stock portfolio. Tonight, its the quarterback, home depot and under armor. vo rush hour around here starts at 6 30 a. M. On the nose. But for me, it starts with the opening bell. And the rush i get, lasts way more than an hour. announcer at scottrade, we share your passion for trading. Thats why weve built powerful technology to alert you to your next opportunity. Because at scottrade, our passion is to power yours. What do we do with the red hot stocks roars like crazy lately . Tonight we take a closer look at three very different stocks absolutely on fire right now. Tesla, which made a new record high today, facebook, within a point of the alltime highs, and throw in jcpenny, which doubled in the last seven months and up a quick 12 . And off the charts with the help of Dan Fitzpatrick. Hes brilliant and my colleague at real money. Com. Can they keep climbing . This is the question over and over today, particularly with tesla and facebook. Start with tesla. Put in an al tesla is being bout by big Institutional Investors who can move stock prices and buy is aggressively. I think its just now starting its next leg higher. How high can tesla rally from here . Fitzpatrick is two methods of generating price targets. First, look at how much the stock advanced after it hit its last new alltime high prior to the recent consolidation. At the end of last september, back here, tesla had a new record high at 195, pulled back, breaking out above that high four and a half months later. After that breakout on february 7th, okay . The stock ran up a quick 37 before peaking less than three weeks later. If the same pattern repeats, resulting in another 37 move, fitzpatrick believes tesla can rally to 389 before it runs out of steam this time. Although that could take many months or even a year, but come on, that would be an amazing move. The second method, simple. You measure the distance from the bottom of the cup, the low tesla made at 177, to the top of the cup. Meaning the level where the stock broke out from last week, 266. This is an 89point move. Conventional wisdom is after a cup and handle pattern, a stock should be able to rally by that amount, up to 355. 25 higher than where it is now. Either way, fitzpatrick thinks that tesla is a raging buy right now. We question him, i said its up so much today. No. No. It goes higher. Next up, how about a stock that you know my Charitable Trust likes so much, its big. Facebook. Facebooks daily chart, you can see an even clearer example of that kind of cup and handle pattern thats causing teslas stock to roar right here. And just like with tesla, fitz thinks that facebook has a beautiful chart. In this case, facebook peaked in early march, and then pulled back to 55. For the next few months, the stock churned its way, but remember, it did have a direction. It churns its way higher before ultimately breaking through to a new high in july. That forms the cup. Since its july breakout, facebook has been trading sideways, consolidating to make a very tight handle. Again, this cup and handle formation is incredibly positive. Fitzpatrick thinks that once facebook gets going and breaks out, the stock could soar. I was ecstatic because my trust has this, 100 before another ceiling of resistance. 100. Meanwhile, the 50day moving average at 70, 50day being the red line, its got support. This is a 24 up, 5 down scenario. The best risk reward in the book. Last but not least, a little time on it, talk about jc feny. He predicted on chart week, remember that . That penny could have a terrific jump. By the way, bob language, we highlighted his stuff. Fitzpatrick nailed this huge move, but then i had to go back, it hit 11 and a quarter, its been slipping. I thought that was of concern. I checked in today, he says its a strong buy. He thinks the stock is headed to 15. I liked his gumption. I am a buyer of penny right here. And its because it simply isnt as bad as it used to be. Thats the same thing with ross stores. And the weakest retailers are better than the strongest domestic place. Tesla, facebook and jc penny have all had moves higher of late, but the charts as interpreted by Dan Fitzpatrick suggest that they have not some, but a lot more room to run. This is not a market where it pays to fight against the chartists or the charts. Mad money is back after the break. From 2000 to 2011, on average 17 manufacturers a day shut down in america. Theres no reason we cant 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 cant imagine having executed what weve 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. It is time for the lightning round. And its there. The stock this sound, and then the lightning round is over. Are you ready . Frank in illinois, frank. Caller hi, jim, hi two stocks to ask about, at t and verizon. I prefer verizon. I like the growth there. Go to linda in pennsylvania. Linda. Caller yeah, jim, love your show and thanks for having me on. Im a new trader and id like to have your advice on fmc. Its okay, i prefer dow. Cheryl in iowa. Caller in the spring i paid 87 for las vegas sands. Be in mgm, exposure to vegas. James in pennsylvania. Caller jim cramer how are you doing . I am interested in hchn. Yes, stay there, thats a lot of upside. And that, ladies and gentlemen, is the conclusion of the lightning round. Time and sales data. Splitsecond stats. Its so close to the options floor, youll bust your brainbox. All on thinkorswim, from td ameritrade. Cozy or cool . Exactly the way you want it. Until boom, its bedtime your mattress is a battleground of thwarted desire. Enter the sleep number bed. Right now, all beds are on sale. Hes the softy. His sleep number setting is 35. Youre the rock, at 60. And snoring . Sleep numbers even got an adjustment for that. You can only find sleep number at a sleep number store. Head in for the final days of the biggest sale of the year. All beds on sale, with mattresses starting at 599. 99. Ends sunday. Better sleep with sleep number. Your studied day and night for her drivers test. Secretly inside, you hoped she wouldnt pass. The thought of your baby girl driving around all by herself was. You just werent ready. But she did pass. cause shes your baby girl. And now youre proud. A bundle of nerves proud. But proud. Get a discount when you add a newlylicensed teen to your Liberty Mutual insurance policy. Call to learn about our whole range of life event discounts. Newlywed discount. New College Graduate and retiree discounts. You could even get a discount when you add a car. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. When we talk about the Energy Revolution, we stop at the production flow of the actual oil and gas. We care tremendously about which Companies Pump the most oil, i mention them, continental resources, apache, these are the highhitters. They took a breather with the oil price plummet. Thats been a great time to buy. Because nobody has faster growth other than a handful of bioteches and Cloud Computing firms. And the companies that benefit from lowcost natural gas. We like dough chemical, doing well. And basil, building a big plant in the south. And sheneer energy, lng, which hasnt begun to sell it overseas, but has billions of dollars of commitments for the 2016 scheduled production. Yet one of the most powerful stories is the endless need to transport the oil and gas out of the current bottle necks, eagle ford, and others, to where it can be refine. They get announced every week. And thats a serious mistake to ignore. Remember the visual pipeline exec . He wants to consolidate his businesses into a highdividendpaying company, core position in the Charitable Trust, is the 600 million in pipeline projects, they will be done by private companies. We dont hear about them, theyre about transporting the fossil fuels. And the president has stalled the Keystone Pipeline until the next administration. Buy kinder now. But the industry isnt away, but plains all american pipeline, its a good one, announced a 500 million bridge pipeline from minnesota to memphis, tennessee. Thats important, because right now that fuel is all backed up in curving, oklahoma. Its a hub problematic for so much of the energy infrastructure, which was built when we were inporting. This will bring muchneeded oil to the midwest. Save everybody money. And this morning, dominion, one of my absolute favorite utilities announced a monster 4. 5 to 5 billion pipe project to bring from marcellus in pennsylvania to ohio and virginia and north carolina. We have so much coming out of marcellus, the secondlargest natural gas field on earth, not in this country, on earth, and this deal will make instant sense for dominion and the patte partners. And thats monumental. These jobs dont require college degrees, but pay well. Just Like Washington should pray for. Because its fossil fuels, they see this as tainted. And mark west, mwe, remains a terrific buy when it announces one of the frequent secondaries to raise money to build out facilities. Dont focus just to cheer lead about the jobs they create, thats a fantastic collateral positive. I highlight them because the companies profiting from the Energy Revolution are among the best investments out there. Especially when they get hit like today, despite our low Interest Rates and the need for Domestic Defense against an International World gone tense, if not berserk, at every turn. Stick with cramer. Youre in there because of me, please dont sell it yell, i think it goes higher. And just find a few on 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 theyll have a chance to get both funding and guidance from two of the industrys heaviest hitters. Joe bastianich owns 30 restaurants and coowns eataly, a highend italian market. Tim love is a celebrity chef with five awardwinning restaurants and a retail empire. Theyre both looking for the next food visionary, and theyre willing to put their money where their mouth is. Each week, joe and tim will give Just One Team 7,500 and 36 hours to turn this empty space into their dream restaurant. Then theyll open the doors to the public. Its really good. I really like it. Narrator if one or both think theres serious profit to be made. Flavor of that is awesome. Narrator theyll offer to bankroll the business with

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